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.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues6,799,6005,955,8005,304,8004,417,400
Cost of Sales1,328,9001,157,6001,237,2001,084,900
Gross Profit5,470,7004,798,2004,067,6003,332,500
Selling, General & Administrative Expenses2,580,9002,282,6002,217,3001,855,100
Research & Development Expenses815,500716,800613,800512,400
Other Operating Expenses(10,400)(4,600)(4,600)(4,600)
Operating Profit2,084,7001,803,4001,241,100969,600
Interest and Investment Income162,300155,200119,70017,400
Interest Expense(20,100)(20,000)(21,000)(18,000)
Non-Operating Income55,300119,900(6,100)(13,500)
Total Non-Operating Income197,500255,10092,600(14,100)
Income Before Provision for Income Taxes2,282,2002,058,5001,333,700955,500
Provision for Income Taxes439,100283,900143,80030,800
Consolidated Net Income1,843,1001,774,6001,189,900924,700
Net Income Attributable to Minority Interests and Other(10,300)29,40042,10067,400
Net Income Attributable to Common Shareholders1,853,4001,745,2001,147,800856,600
Basic EPS2.452.281.471.08
Diluted EPS2.422.261.461.06
Basic Weighted Average Shares Outstanding758,000764,400778,600791,400
Diluted Weighted Average Shares Outstanding764,600771,900788,200805,300
Shares Outstanding743,000767,000761,000781,500
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents2,495,3002,875,9001,397,9001,682,900
Short-Term Investments1,087,2001,190,6001,042,500528,100
Total Cash and Cash Equivalents3,582,5004,066,5002,440,4002,211,000
Accounts Receivable1,691,2001,463,4001,402,0001,261,700
Total Trade Receivables1,691,2001,463,4001,402,0001,261,700
Inventories399,500315,500484,800264,600
Other Current Assets227,000126,100101,10073,100
Total Current Assets5,900,2005,971,5004,428,3003,810,400
Net Property, Plant & Equipment1,619,0001,349,5001,044,400898,500
Net Intangible Assets97,300115,00035,30056,000
Goodwill257,400235,400126,500128,000
Long-Term Investments339,70045,500
Other Long-Term Assets2,175,6002,091,7001,624,4001,289,600
Total Assets10,389,2009,763,1007,258,9006,228,000
Accounts Payable230,800190,900204,300243,400
Accrued Expenses667,500593,600666,000485,700
Current Portion of Long-Term Debt499,700
Unearned Revenue3,636,0003,276,2002,848,7002,349,300
Total Current Liabilities5,034,0004,060,7003,719,0003,078,400
Long-Term Debt496,600994,300992,300990,400
Other Long-Term Liabilities3,621,1003,214,3003,011,0002,440,800
Total Long-Term Liabilities4,117,7004,208,6004,003,3003,431,200
Total Liabilities9,151,7008,269,3007,722,3006,509,600
Common Stock700800800800
Additional Paid-in Capital1,770,1001,636,2001,416,4001,284,200
Accumulated Other Comprehensive Income(25,400)(26,100)(18,900)(20,200)
Retained Earnings(507,900)(117,100)(1,861,700)(1,546,400)
Total Common Shareholders' Equity1,237,5001,493,800(463,400)(281,600)
Total Shareholders' Equity1,237,5001,493,800(463,400)(281,600)
Total Liabilities and Shareholders' Equity10,389,2009,763,1007,258,9006,228,000
FY 2025FY 2024FY 2023FY 2022
Net Income1,853,4001,745,2001,147,800856,600
Depreciation & Amortization488,300416,500379,700327,600
Share-Based Compensation Expense279,500257,900249,000217,300
Other Adjustments(86,400)(140,900)32,90096,100
Changes in Trade Receivables(215,900)(45,400)(146,400)(456,700)
Changes in Inventories(90,600)131,200(253,500)(109,100)
Changes in Accounts Payable27,900(10,200)(43,100)105,200
Changes in Accrued Expenses68,300(106,700)160,80080,200
Changes in Unearned Revenue754,200577,8001,095,3001,177,500
Changes in Other Operating Activities(488,100)(567,300)(687,000)(564,100)
Cash from Operating Activities2,590,6002,258,1001,935,5001,730,600
Capital Expenditure(364,800)(378,900)(204,100)(281,200)
Purchases of Investments(1,996,100)(1,965,300)(1,864,300)(389,100)
Proceeds from Sale of Investments1,803,3001,892,2001,418,8001,465,000
Payments for Business Acquisitions(41,600)(275,500)(30,800)
Other Investing Activities100100300
Cash from Investing Activities(599,100)(727,400)(649,300)763,900
Issuance of Common Shares44,70063,10043,80026,100
Repurchases of Common Shares(2,289,800)(600)(1,500,500)(1,991,200)
Net Issuance / (Repurchases) of Common Shares(2,245,100)62,500(1,456,700)(1,965,100)
Other Financing Activities(126,400)(112,600)(113,700)(165,200)
Cash from Financing Activities(2,371,500)(50,100)(1,570,400)(2,130,300)
Effect of Exchange Rate Changes on Cash and Cash Equivalents(600)(2,600)(800)(400)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(380,600)1,478,000(285,000)363,800

Key Metrics & Ratios

MetricValue
Market Cap$59.00B
P/E32.81x
P/S8.68x
EV/EBITDA21.93x
Return on Equity135.0%
Return on Invested Capital38.3%
Current Ratio1.17x
Free Cash Flow Margin32.7%

Margins

Gross margin
80.5%
Operating margin
30.7%
Net margin
27.3%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $2.05B +25.6% 33.7% $689M
Q1 2026 $1.85B +20.1% 31.4% $580M
Q4 2025 $1.91B +14.8% 32.8% $626M
Q3 2025 $1.72B +14.4% 31.7% $547M
Q2 2025 $1.63B 28.1% $458M
Q1 2025 $1.54B 29.5% $454M
Q4 2024 $1.66B 34.6% $574M
Q3 2024 $1.51B 31.2% $471M

More on Fortinet, Inc.

Figures compiled from public company filings.

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