PANW compared with FTNT: revenue, margins and what each company keeps, and the suppliers and customers both name

PANWPalo Alto Networks Inc

Mkt capRevenueRevenue

FTNTFortinet, Inc.

Mkt capRevenueRevenue

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PANWPalo Alto Networks Inc

FTNTFortinet, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

PANW

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q4 FY26±9.4%▼−9.28%×0.99

Q3 FY26±11.1%▼−5.64%×0.50

Q2 FY26±6.7%▼−6.82%×1.01

Nov 20 '25±5.7%▼−7.42%×1.30

FTNT

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±10.0%▼−20.09%×2.01

Q2 FY26±11.7%▲+0.67%×0.06

= impliedPANW realized, solidFTNT realized, hatchedOne scale, both sides: full bar = 21%× = |realized| ÷ impliedSource: market data

Q1 FY26

±8.9%

▲+20.03%

×2.25

Q4 FY25±9.2%▲+4.85%×0.52

PANWPalo Alto Networks Inc

351.69▼−3.87%· post 353.18

Mkt cap$287.7BRevenue$3.4BQ4 FY26Revenue$11.5BFY26

FTNTFortinet, Inc.

126.19▼−7.27%· post 126.68

ClosedNov 2 '26

Mkt cap$100.0BRevenue$2.1BQ3 FY26Revenue$6.8BFY25

Compare

ClosedNov 2 '26

PANWPalo Alto Networks Inc

FTNTFortinet, Inc.

351.69▼−3.87%post 353.18

Price

126.19▼−7.27%post 126.68

$287.7B

Mkt cap

$100.0B

Q4 FY26$3.4B

Revenue

$2.1BQ3 FY26

FY26$11.5B

Revenue

$6.8BFY25

PANW351.69▼−3.87%vsFTNT126.19▼−7.27%ClosedNov 2 '26