Palantir and Paymentus report third-quarter 2026 results with higher revenue and profit

what happened

Palantir Technologies booked third-quarter 2026 revenue of $2.31 billion, nearly double the level of a year earlier, with growth of 95.9%. Profit attributable to common shareholders climbed 137.2% to $1.13 billion, and diluted earnings per share rose to $0.44 from $0.18. According to TradingView, which drew on the 10-Q filing, commercial revenue grew 113% and U.S. commercial revenue 148%, government revenue rose 81%, and the customer count increased from 911 to 1,090.

Paymentus Holdings recorded $372.2 million in revenue in the same quarter, 19.8% above the $310.7 million of a year earlier. Net income grew 54.9% to $27.5 million, and diluted earnings per share reached $0.21 compared with $0.14. Payments processed rose 20.1% to 219.0 million. Management also warned that higher workforce costs, inflation and energy volatility could weigh on margins.

why it matters

For investors, the key question on Palantir is whether its growth rate can hold, since revenue almost doubled and sets the company apart in the software sector. Paymentus also grew steadily, but the warning about margin pressure tempers enthusiasm about future profitability.

market impact

Palantir shares: strong revenue growth supports investor interest; Paymentus: margin pressure risk

• ▲Palantir shares pressure up — revenue and profit growth well above last year supports investor interest
• ↔Paymentus shares mixed — steady revenue growth offset by a warning about margin pressure

tags

instruments