Business Description

Fortinet, Inc. is an American cybersecurity company that develops and sells integrated security solutions to enterprises, service providers, and government organizations globally. Headquartered in Sunnyvale, California, the company is best known for its FortiGate firewalls and its Unified Threat Management (UTM) platform.

Everything on Fortinet, Inc.

Revenue (FY2025) $6.80B
YoY growth +14.2%
Operating margin 30.7%
Direction Expanding
Gross margin 80.5%
Net margin 27.3%

Earnings Transcripts

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Leadership & board

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Acquisitions

Share Repurchase Program

Total authorized
$10.25 billion aggregate authorized (originally $200.0M in January 2016, increased over time; $1.0B added in August 2025 and another $1.0B in January 2026), through February 28, 2027
Remaining (as of February 24, 2026)
approximately $1.27 billion
Latest FY repurchased
$2,289.8 million (FY2025 'Repurchase and retirement of common stock' per the 10-K cash flow statement)

Named Competitors

Check PointCiscoCrowdStrikeF5 NetworksHPEHuaweiMicrosoftNetskopePalo Alto NetworksSonicWALLSophosZscaler

Customer Concentration

Fortinet sells substantially all of its products through channel partners, and a small number of distributors represents a large share of revenue. In fiscal 2025, three distributor customers each accounted for 10% or more of revenue: Distributor A at 28%, Distributor B at 15%, and Distributor C at 12%. As of December 31, 2025, Distributor A also represented 32% of total net accounts receivable.

Recent SEC Filings

2026-07-29 Reported quarterly results View filing ↗
2026-06-16 Shareholder vote results View filing ↗
2026-05-06 Reported quarterly results View filing ↗
2026-02-05 Reported quarterly results View filing ↗
2025-11-05 Reported quarterly results View filing ↗
2025-08-22 Other event View filing ↗
2025-08-06 Reported quarterly results View filing ↗
2025-06-18 Shareholder vote results View filing ↗
2025-05-07 Reported quarterly results View filing ↗
2025-02-06 Reported quarterly results (+1 more) View filing ↗
2024-11-12 Leadership change (directors/officers) View filing ↗
2024-11-07 Reported quarterly results View filing ↗

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