GoDaddy Q3 FY2026: revenue $1.34 billion, EPS $2.08 beats, guidance toward high end
GoDaddy beat on both lines and pointed to the top of its full-year range: revenue of $1.34 billion rose 6.0% and diluted EPS of $2.08 cleared the $1.886 consensus. Profit grew faster than sales, with operating margin at 27.0% versus 23.4% a year ago. The wrinkle is that growth leans on pricing and a smaller share count, not on new customers.
1 · Expected vs. Actual
Free preview belowDiluted GAAP EPS of $2.08 beat the $1.886 consensus by $0.19, or 10.3%. Net income rose 24.4% to $261.8 million against 6.0% revenue growth, so the gap comes from margin expansion plus a smaller share count: diluted shares fell to 125,696 thousand from 139,073 thousand. Operating margin of 27.0% is 360 basis points better than a year ago.
Revenue came in at $1.34 billion, up 6.0% from $1.27 billion a year earlier and $16.8 million above the $1.33 billion midpoint management guided to last quarter. Applications and Commerce did the heavy lifting at $524.3 million, up 9.0%, while Core Platform grew 4.2% to $817.5 million. Gross margin of 62.8% means more than three-fifths of every sales dollar survived the direct cost of delivering the service.
Management kept the full-year revenue range at $5.215 billion to $5.255 billion but said it expects to finish toward the higher end, and reaffirmed a NEBITDA margin above 33% and free cash flow of roughly $1.8 billion. Measured against nine-month revenue of $3.91 billion, that range implies fourth-quarter revenue of about $1.31 billion to $1.35 billion. The $5.235 billion midpoint works out to about 6% growth on the $4.951 billion booked in 2025.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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