P Everpure, Inc.
Price Chart
Executive Summary
Everpure (P) reported Q1 FY27 revenue of $1.053B (+35% YoY), beating the $1.10B consensus, but GAAP EPS of $0.07 missed the Street estimate of $0.58. Non-GAAP diluted EPS was $0.47, also below consensus. The company raised FY27 revenue guidance to $4.41B-$4.51B (from $4.3B-$4.4B) and non-GAAP operating income guidance to $820M-$860M (from $780M-$820M). The strong revenue beat and raised guidance are positive, but the significant EPS miss tempers the outlook.
Key Financial Metrics
Actionable Insight
The revenue beat and raised guidance support the bullish narrative of strong demand and AI-driven growth, but the EPS miss (GAAP $0.07 vs $0.58 consensus) introduces significant uncertainty. Monitor the earnings call for details on margin compression (GAAP gross margin fell to 68.7% from 72.3% YoY) and the impact of the 1touch acquisition. The stock may trade on the revenue momentum vs EPS disappointment dynamic.
Key Facts
- Revenue of $1.053B, up 35% YoY, exceeding the high end of guidance
- GAAP EPS of $0.07 vs consensus $0.58; non-GAAP diluted EPS of $0.47 vs consensus $0.58
- Product revenue $577M, up 55% YoY; Subscription services revenue $476M, up 17% YoY
- Subscription ARR of $2B, up 19% YoY; RPO of $3.8B, up 41% YoY
- FY27 revenue guidance raised to $4.41B-$4.51B (prior $4.3B-$4.4B); non-GAAP operating income guidance raised to $820M-$860M (prior $780M-$820M)
- Operating cash flow of $180M; free cash flow of $112M
- Completed acquisition of 1touch in May 2026
- Returned $84M to stockholders via share repurchases of 1.3M shares
Financial Impact
Revenue beat consensus by ~$47M (4.5% miss on EPS vs consensus). Guidance raised by $110M-$210M on revenue and $40M-$40M on non-GAAP operating income.
Risk Factors
- GAAP EPS of $0.07 is a dramatic miss vs $0.58 consensus, potentially triggering sell-off
- GAAP gross margin declined to 68.7% from 72.3% YoY, indicating cost pressure
- Non-GAAP operating margin fell to 15.1% from 20.3% YoY, despite revenue growth
- Integration risk from 1touch acquisition and supply chain challenges noted in guidance
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001474432-26-000046 |
| Document: pstg-20260527.htm | 0001474432-26-000046 |
| Document: 0001474432-26-000046-index-headers.html | 0001474432-26-000046 |
| Document: 0001474432-26-000046-index.html | 0001474432-26-000046 |
| Document: 0001474432-26-000046.txt | 0001474432-26-000046 |
| 8-K Data (Synthetic) | 0001474432-26-000046 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 12, 2026
2d ago
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Institutional Cluster
| $71.97 awaiting T+1 | awaiting T+1 | — | $72.31 (+0.47%) |
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Jun 2, 2026
12d ago
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DEFA14A
| $80.84 $78.51 | ▼ −2.88% | ▼ −3.28% | $72.31 (−10.55%) |
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May 27, 2026
18d ago
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8-K
| $73.04 $79.51 | ▲ +8.86% | ▲ +8.62% | $72.31 (−1.00%) |
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May 13, 2026
4w ago
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Insider Cluster
| $83.80 $81.18 | ▼ −3.13% | ▼ −1.90% | $72.31 (−13.71%) |
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May 13, 2026
4w ago
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Insider Cluster
| $76.03 $77.93 | ▲ +2.50% | ▲ +1.46% | $72.31 (−4.89%) |
US Market Status
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