Rubrik股价上涨，第二季度收入同比增长51%

Rubrik (NYSE:RBRK) shares climbed during early post-market trading Tuesday after the cybersecurity company released second quarter fiscal 2026 financial results that surpassed analysts' estimates.

For the quarter ended July 31, Rubrik reported an adjusted loss per share of $0.03 compared to the consensus estimate expecting a loss per share of $0.34.

Revenue totaled $309.9M, which was much more than the estimate of $282.26M.  Subscription revenue surged 55% year over year to $297M. Subscription annual recurring revenue jumped 36% year over year to $1.25B.

Free cash flow hit $57.5M compared to negative $32M during the same quarter last year.

Looking ahead, Rubrik projects third quarter revenue of $321M versus the estimate of $302M. It expects loss per share to range from $0.18 to $0.16 compared to the estimate calling for a loss per share of $0.26.

Full-year subscription ARR is forecast to range from $1.41B to $1.42B, which surpassed the estimate of $1.38B.

"We delivered a strong quarter with exceptional top-line growth and significant cash flow margin," said Rubrik CEO and co-founder Bipul Sinha. "We continue to build towards a highly profitable growth business. We're also pleased to close the acquisition of Predibase, which bolsters our ability to deliver secure, efficient and accelerated GenAI for our customers. We look forward to continuing to unlock new frontiers in data, security, and AI as we build a generational company."

Rubrik's security cloud platform is designed to deliver cyber resilience and recovery, including identity resilience to ensure continuous business operations and secure metadata and data lake. It has only been a publicly traded company since April 2024.