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Guidewire Software GWRE Business Segments — Total Revenue

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Other financials

Income statement

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Revenue$372.5M+26.9%
Gross profit$236.6M+29.5%
Operating income$30.6M+586%
Net income$16.5M-64.2%
EPS (diluted)$0.19-64.8%

Balance sheet

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Cash & equivalents$294.6M-42.4%
Total debt$27.0M-18.1%
Total equity$1.3B-3.3%
Total assets$2.5B+1.9%

Cash flow

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Operating cash flow$61.2M+89.1%
CapEx$1.8M+152%
Free cash flow$59.4M+87.7%

Valuation

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Market cap$13.35B-29.7%
Enterprise value$13.08B-28.7%
P/E83.5×-189×
P/S9.4×-6.4×

Profitability

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Gross margin64%+1.9pp
Operating margin8.2%
Net margin11.2%
FCF margin23.7%+2.1pp

Returns & leverage

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Return on equity11.9%
Debt / equity0.0×
Current ratio2.4×-0.8×

Where this comes from

Reported directly by Guidewire Software in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Guidewire Software’s 10-Q, filed June 5, 2026.

Filed
Jun 4, 2026, 8:00 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0001528396-26-000027
Line itemThree Months Ended April 30, 2026Three Months Ended April 30, 2025Nine Months Ended April 30, 2026Nine Months Ended April 30, 2025
Total revenue$372,541$293,508$1,064,276$845,889
Adjusted cost of revenue(1)125,217101,640354,902298,359
Stock-based compensation expense9,4988,68528,63925,833
Amortization of intangible assets1,1804853,0451,455
Total cost of revenue135,896110,810386,587325,647
Gross profit236,645182,698677,689520,242
Gross profit margin64%62%64%62%
Adjusted operating expenses(2)169,540145,809480,769412,815

ITEM 1.Financial Statements (unaudited)

FAQ

What is Guidewire Software's business segments — total revenue?
Guidewire Software (GWRE) reported business segments — total revenue of $372.54M in Q1 2026.
How has Guidewire Software's business segments — total revenue changed year-over-year?
Guidewire Software's business segments — total revenue increased by 26.9% year-over-year, from $293.51M to $372.54M.
What is the long-term trend for Guidewire Software's business segments — total revenue?
Over 2 years (2023 to 2025), Guidewire Software's business segments — total revenue has grown at a 15.2% compound annual growth rate (CAGR), from $905.34M to $1.2B.
What does business segments — total revenue mean?
This represents the total gross income generated by the segment through the sale of software licenses, subscriptions, and related professional services. It is the primary indicator of market demand and the segment's scale within the broader organization. Growth in this metric reflects successful customer acquisition and expansion within the insurance technology sector.

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