Guidewire Delivers Strong Q4 and FY26 Results; Chief Accounting Officer to Retire
GWRE sits 62% above its 52-week low of $102.3.
Summary
Guidewire reported strong Q4 and fiscal 2026 results with 23% revenue growth, and disclosed that Chief Accounting Officer David Peterson will retire in November, with CFO Jeff Cooper expected to take over principal accounting officer duties.
Key Events · Earnings and Guidance · GWRE
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FY26 Revenue Up 23% to $1.48B
Total revenue reached $1,475.4 million for fiscal 2026, up 23% year-over-year, with subscription and support revenue up 33% to $970.9 million.
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Non-GAAP Operating Income Nearly Doubles
Non-GAAP income from operations rose to $339.9 million from $208.2 million, while GAAP operating income increased to $149.9 million from $41.1 million.
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Chief Accounting Officer to Retire
David Peterson, SVP and Chief Accounting Officer, notified the company on September 1, 2026 of his retirement effective November 4, 2026; CFO Jeff Cooper is expected to assume principal accounting officer duties.
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FY27 Guidance Issued
Company expects fiscal 2027 total revenue between $1,707 million and $1,727 million, non-GAAP operating income between $403 million and $423 million, and operating cash flow between $445 million and $465 million.
Analysis · GWRE · Technology
Fiscal 2026 closed with 23% full-year revenue growth to $1.48 billion and non-GAAP operating income of $339.9 million. Separately, the company disclosed that Chief Accounting Officer David Peterson will retire effective November 4, 2026. While the earnings were already reported via a BusinessWire release earlier today, the 8-K adds a new governance item: the principal accounting officer transition, with CFO Jeff Cooper expected to assume those duties. During the year, the company also repurchased $606.3 million of stock, leaving only $31.9 million under the existing authorization.
How filings like this one have moved
In the 30 days to Sep 12, 2026, 29.5% of the 1882 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.18%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, GWRE was trading at $165.95 on NYSE in the Technology sector, with a market capitalization of approximately $16.9B. The 52-week trading range was $102.30 to $272.60. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.