Palantir Technologies Inc. (PLTR) Q2 FY2026 8-K Filings and Company Events
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PeriodQ2 FY2026
Published
This page digests the material Form 8-K filings Palantir Technologies Inc. (PLTR) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.
Filings that contain financial statements
- 8-K, accession 0001321655-26-000039 (filed August 3, 2026): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three and six months ended June 30, 2026, with comparative 2025 periods, plus GAAP-to-non-GAAP reconciliations.
- 8-K, accession 0001321655-26-000026 (filed May 4, 2026): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three months ended March 31, 2026, with comparative 2025 periods.
- 8-K, accession 0001321655-26-000004 (filed February 2, 2026): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the fourth quarter and full fiscal year ended December 31, 2025, with comparative 2024 periods.
- 8-K, accession 0001321655-25-000130 (filed November 3, 2025): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three and nine months ended September 30, 2025, with comparative 2024 periods.
- 8-K, accession 0001321655-25-000105 (filed August 4, 2025): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three and six months ended June 30, 2025, with comparative 2024 periods.
- 8-K, accession 0001321655-25-000063 (filed May 5, 2025): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three months ended March 31, 2025, with comparative 2024 periods.
- 8-K, accession 0001321655-25-000007 (filed February 3, 2025): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the fourth quarter and full fiscal year ended December 31, 2024, with comparative 2023 periods.
- 8-K, accession 0001321655-24-000207 (filed November 4, 2024): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three and nine months ended September 30, 2024, with comparative 2023 periods.
- 8-K, accession 0001321655-24-000133 (filed August 5, 2024): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three and six months ended June 30, 2024, with comparative 2023 periods.
- 8-K, accession 0001321655-24-000069 (filed May 6, 2024): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three months ended March 31, 2024, with comparative 2023 periods.
Earnings and guidance
Q2 2026 (reported August 3, 2026; accession 0001321655-26-000039). Palantir reported revenue of $1.935 billion, up 93% year-over-year and 19% quarter-over-quarter, driven by U.S. commercial revenue growth of 149% year-over-year to $764 million and U.S. government revenue growth of 90% to $809 million. GAAP income from operations was $912 million (47% margin) and GAAP net income attributable to common stockholders was $1.062 billion, with GAAP diluted EPS of $0.41. Cash from operations was $1.216 billion and adjusted free cash flow was $1.220 billion. The company closed $3.373 billion of total contract value, up 49% year-over-year, including a record $2.132 billion of U.S. commercial TCV. Management raised full-year 2026 guidance: revenue to $8.150–$8.158 billion (from $7.650–$7.662 billion issued the prior quarter), representing roughly 82% year-over-year growth; U.S. commercial revenue guidance to in excess of $3.424 billion (at least 134% growth); adjusted income from operations to $4.889–$4.897 billion; and adjusted free cash flow to $4.5–$4.7 billion. For Q3 2026, the company guided to revenue of $2.160–$2.164 billion.
Q1 2026 (reported May 4, 2026; accession 0001321655-26-000026). Revenue was $1.633 billion, up 85% year-over-year and 16% quarter-over-quarter, described by the company as its highest-ever year-over-year growth rate at the time. U.S. revenue grew 104% year-over-year to $1.282 billion, including U.S. commercial revenue growth of 133% to $595 million. GAAP income from operations was $754 million (46% margin) and GAAP net income attributable to common stockholders was $871 million, with diluted EPS of $0.34. The company raised full-year 2026 guidance to revenue of $7.650–$7.662 billion (71% year-over-year growth, up from the 61% growth guided the prior quarter) and U.S. commercial revenue guidance to in excess of $3.224 billion (at least 120% growth).
Q4 and full-year 2025 (reported February 2, 2026; accession 0001321655-26-000004). Fourth-quarter revenue was $1.407 billion, up 70% year-over-year, with U.S. commercial revenue up 137% to $507 million. Full-year 2025 revenue was $4.475 billion, up 56% year-over-year; full-year GAAP net income attributable to common stockholders was $1.625 billion (diluted EPS $0.63); full-year cash from operations was $2.134 billion and adjusted free cash flow was $2.270 billion. The company issued initial full-year 2026 guidance of revenue between $7.182–$7.198 billion (61% year-over-year growth) and U.S. commercial revenue in excess of $3.144 billion (at least 115% growth).
Q3 2025 (reported November 3, 2025; accession 0001321655-25-000130). Revenue was $1.181 billion, up 63% year-over-year, with U.S. commercial revenue up 121% to $397 million. The company raised full-year 2025 revenue guidance to $4.396–$4.400 billion (53% year-over-year growth).
Q2 2025 (reported August 4, 2025; accession 0001321655-25-000105) and Q1 2025 (reported May 5, 2025; accession 0001321655-25-000063) were also reported via 8-K/Exhibit 99.1 earnings releases furnishing quarterly and year-to-date financial statements; each release included revised upward full-year 2025 guidance consistent with the pattern of sequential guidance raises seen throughout 2025 and into 2026.
Q3 2024 (reported November 4, 2024; accession 0001321655-24-000207). Revenue was $726 million, up 30% year-over-year, with U.S. revenue up 44% to $499 million and U.S. commercial revenue up 54% to $179 million. GAAP income from operations was $113 million (16% margin) and GAAP net income was $144 million (20% margin), with diluted EPS of $0.06. The company raised full-year 2024 revenue guidance to $2.805–$2.809 billion.
Q2 2024 (reported August 5, 2024; accession 0001321655-24-000133) and Q1 2024 (reported May 6, 2024; accession 0001321655-24-000069) were also reported via 8-K/Exhibit 99.1 earnings releases furnishing quarterly and year-to-date financial statements, each with revised full-year 2024 guidance.
Corporate governance
- June 3, 2026 annual meeting (8-K filed June 9, 2026; accession 0001321655-26-000033): Stockholders re-elected all seven director nominees (Alexander Karp, Stephen Cohen, Peter Thiel, Alexander Moore, Alexandra Schiff, Lauren Friedman Stat, and Eric Woersching), ratified Ernst & Young as independent auditor for fiscal year 2026, approved named executive officer compensation on an advisory basis, and rejected three stockholder proposals (on due diligence process disclosure, human rights impact assessment, and political spending disclosure).
- June 5, 2025 annual meeting (8-K filed June 9, 2025; accession 0001321655-25-000084): Stockholders re-elected the same seven director nominees and ratified Ernst & Young as independent auditor for fiscal year 2025.
- June 5, 2024 annual meeting (8-K filed June 10, 2024; accession 0001321655-24-000088): Stockholders re-elected the same seven director nominees and ratified Ernst & Young as independent auditor for fiscal year 2024.
Management changes
February 27, 2025 (accession 0001321655-25-000033). The Board of Directors named Jeffrey Buckley Chief Accounting Officer and principal accounting officer, effective March 24, 2025, succeeding an interim arrangement under which CFO and Treasurer David Glazer had held the principal accounting officer role following the February 25, 2025 resignation of Heather Planishek as Chief Accounting Officer. Buckley previously served as Palantir's Chief Accounting Officer from September 2020 to February 2023. His compensation package included a $400,000 annual base salary and a restricted stock unit award covering $3.5 million of Class A common stock.
Listing change
November 14, 2024 (accession 0001321655-24-000219). Palantir notified the New York Stock Exchange of its intention to voluntarily withdraw its Class A common stock listing and transfer it to the Nasdaq Global Select Market. Trading on the NYSE ended at market close on November 25, 2024, with trading beginning on Nasdaq at market open on November 26, 2024, continuing under the symbol "PLTR." The company said it anticipated meeting eligibility requirements for inclusion in the Nasdaq-100 Index.
No merger or acquisition activity disclosed
No 8-K filed by Palantir over this period discloses a signed or completed merger, acquisition, or divestiture.
FAQ · Palantir Technologies 8-K filings and events
What has Palantir Technologies Inc. (PLTR) reported in its recent 8-K filings?
Palantir Technologies Inc. (PLTR): 8-K, accession 0001321655-26-000039 (filed August 3, 2026): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three and six months ended June 30, 2026, with comparative 2025 periods, plus GAAP-to-non-GAAP reconciliations. 8-K, accession 0001321655-26-000026 (filed May 4, 2026): Exhibit 99.1 furnishes unaudited condensed consolidated statements of operations, balance sheets, and cash flows for the three months ended March 31, 2026, with comparative 2025 periods.
When does Palantir Technologies Inc. (PLTR) next file with the SEC?
Palantir Technologies Inc. (PLTR) is expected to file its next Form 10-Q with the SEC on or around November 3, 2026. That date is a projection rather than a company-announced date: it is derived from Palantir Technologies Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-06-30, SEC accession 0001321655-26-000041.
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How this page was built
This page was built from 15 of Palantir Technologies Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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Built from Palantir Technologies Inc.'s SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.