SailPoint Q4 Earnings: 29% ARR Growth, Strong SaaS Momentum, Projects Up To $1.08 Billion ARR In 2026

On Wednesday, SailPoint, Inc SAIL reported fourth-quarter fiscal 2025 revenue growth of 18% year-on-year to $240.12 million, compared to analyst consensus estimates of $235.26 million.

The GAAP EPS loss was $(4.29) versus the analyst loss consensus of $(0.11).

The quarterly Subscription revenue was $224 million, up by 22%.

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Annual Recurring Revenue (ARR) was $877 million, up 29%. SaaS ARR was $540 million, up by 39%.

Adjusted operating margin of 19.0%, compared to 13.7% a year ago.

SailPoint founder and CEO Mark McClain noted that the company’s continued pursuit of efficient growth at scale drove a year of more significant than the ‘rule of 40’ performance.

Outlook: For the first quarter of fiscal year 2026, SailPoint expects an ARR of $896 million—$900 million, representing 26%- 27% growth.

The company expects quarterly revenue of $224 million to $226 million, representing 19% to 20% growth versus the $228.43 million consensus estimate.

It expects an adjusted EPS of ($0.02)-$0.00 versus $(0.01) analyst estimate.

For fiscal 2026, SailPoint expects an ARR of $1.075 billion to $1.085 billion, representing 23% to 24% growth.

It expects revenue of $1.025 billion-$1.035 billion, representing 19%-20% growth versus $1.023 billion analyst estimate.

The company adjusted EPS of $0.14-$0.18 against the $0.13 consensus estimate.

Price Action: SAIL stock is up 2.75% at $22.40 premarket at last check Wednesday.

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