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Fortinet vs Palo Alto Networks: revenue, profit, margins and growth compared

Fortinet brought in $6.8B of revenue in fiscal 2025, Palo Alto Networks $11.5B in fiscal 2026. Revenue changed by +14.2% at Fortinet and +24.5% at Palo Alto Networks on the year before, so Palo Alto Networks grew faster. Fortinet kept 27.3% of its revenue as net profit, Palo Alto Networks 2.7%. Free cash flow was $2.2B at Fortinet and $4.1B at Palo Alto Networks.

Side by side, latest fiscal year

FTNTPANW
Fiscal year endedFY2025 (December 31, 2025)FY2026 (July 31, 2026)
Revenue$6.8B$11.5B
Revenue growth+14.2%+24.5%
Net income$1.9B$307M
Net margin27.3%2.7%
Free cash flow$2.2B$4.1B
Free cash flow margin32.7%35.8%
Earnings per share (diluted)$2.42$0.40
Cash$2.5B$2.5B
Debt$996.3Mn/a
Price to earnings71.7936.9
Market value$127.3B$305.4B
Dividend yieldn/an/a
Rank by revenue in sector#72 of 530 · Technology#55 of 530 · Technology

Over the years

Revenue
FTNT FY2018: $1.8BFTNT FY2019: $2.2BFTNT FY2020: $2.6BFTNT FY2021: $3.3BFTNT FY2022: $4.4BFTNT FY2023: $5.3BFTNT FY2024: $6BFTNT FY2025: $6.8BPANW FY2019: $2.9BPANW FY2020: $3.4BPANW FY2021: $4.3BPANW FY2022: $5.5BPANW FY2023: $6.9BPANW FY2024: $8BPANW FY2025: $9.2BPANW FY2026: $11.5BFY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT $6.8BPANW $11.5B
Net income
FTNT FY2018: $334.9MFTNT FY2019: $331.7MFTNT FY2020: $488.5MFTNT FY2021: $606.8MFTNT FY2022: $857.3MFTNT FY2023: $1.1BFTNT FY2024: $1.7BFTNT FY2025: $1.9BPANW FY2019: -$81.9MPANW FY2020: -$267MPANW FY2021: -$498.9MPANW FY2022: -$267MPANW FY2023: $439.7MPANW FY2024: $2.6BPANW FY2025: $1.1BPANW FY2026: $307MFY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT $1.9BPANW $307M
Net margin
FTNT FY2018: 18.6%FTNT FY2019: 15.3%FTNT FY2020: 18.8%FTNT FY2021: 18.2%FTNT FY2022: 19.4%FTNT FY2023: 21.6%FTNT FY2024: 29.3%FTNT FY2025: 27.3%PANW FY2019: -2.8%PANW FY2020: -7.8%PANW FY2021: -11.7%PANW FY2022: -4.9%PANW FY2023: 6.4%PANW FY2024: 32.1%PANW FY2025: 12.3%PANW FY2026: 2.7%FY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT 27.3%PANW 2.7%
Revenue growth
FTNT FY2019: +19.9%FTNT FY2020: +19.9%FTNT FY2021: +28.8%FTNT FY2022: +32.2%FTNT FY2023: +20.1%FTNT FY2024: +12.3%FTNT FY2025: +14.2%PANW FY2020: +17.5%PANW FY2021: +24.9%PANW FY2022: +29.3%PANW FY2023: +25.3%PANW FY2024: +16.5%PANW FY2025: +14.9%PANW FY2026: +24.5%FY19FY20FY21FY22FY23FY24FY25FY26
FTNT +14.2%PANW +24.5%
Free cash flow
FTNT FY2018: $585.9MFTNT FY2019: $715.8MFTNT FY2020: $957.8MFTNT FY2021: $1.2BFTNT FY2022: $1.4BFTNT FY2023: $1.7BFTNT FY2024: $1.9BFTNT FY2025: $2.2BPANW FY2019: $924.4MPANW FY2020: $821.3MPANW FY2021: $1.4BPANW FY2022: $1.8BPANW FY2023: $2.6BPANW FY2024: $3.1BPANW FY2025: $3.5BPANW FY2026: $4.1BFY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT $2.2BPANW $4.1B

Fiscal years as each company reports them; the two may end in different months.

Questions about Fortinet and Palo Alto Networks

Which is bigger by revenue, Fortinet or Palo Alto Networks?

Palo Alto Networks is bigger by revenue: $11.5B in fiscal 2026, against $6.8B for Fortinet in fiscal 2025.

Which keeps more of its revenue as profit, Fortinet or Palo Alto Networks?

Fortinet had a net margin of 27.3% in fiscal 2025; Palo Alto Networks had 2.7% in fiscal 2026.

Which grew revenue faster, Fortinet or Palo Alto Networks?

In their latest fiscal years revenue changed by +14.2% at Fortinet and +24.5% at Palo Alto Networks.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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