US Equity · NASDAQ · Earnings Dossier

SAIL earnings intelligence

SailPoint, Inc. Common Stock

Technology · Software - Infrastructure · USD reporting basis

Current earnings profile Delivery strong, expectations demanding

Results have usually cleared estimates, but price has not consistently rewarded the delivery.

Evidence91/100 · Deep

Next scheduled catalyst

Tuesday 8 September 2026

Time unconfirmed · Fiscal period ending 31 Jul 2026

72event risk

High

Countdown26 dayscalendar proximity
EPS estimate0.08 USDprovider consensus
Estimate growth+14.3%versus comparable year-ago actual
Historical movement11.4%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

A full 156-week price window is needed.

Beat rate83.3%5 beats in 6 measured quarters
Average surprise+62.1%median 36.3%
Delivery streak11 consecutive beats
Average response-3.9%6 measured reactions
Result-price confirmation40%same directional sign
Surprise variability65.5 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-year on year
Revenue growth24.0%year on year
Average surprise16.7%latest four quarters
SUE0.71standardised surprise
Net margin-14.0%trailing basis
Cash conversion-1.44xcash flow / net income
P/E-current snapshot
Data completeness79%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close18.66 USDcompleted week
13-week return52.6%price momentum
Fair-value gap2.4%price versus current fair value
Relative strength-6.4exchange benchmark
Trend signalActiveweekly architecture
Next-week stateNegative33.9%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

7 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period9 Jun 202630 Apr 2026 · exact
EPS actual / estimate0.05 / 0.04USD
Surprise+25.0%Beat
EPS growth+400.0%year on year
Revenue / growth280142000+21.6% · USD
Next close / four weeks-19.8% / -16.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period18 Mar 202631 Jan 2026 · exact
EPS actual / estimate0.08 / 0.08USD
Surprise0.0%In-Line
EPS growth+1390.3%year on year
Revenue / growth294647000+22.7% · USD
Next close / four weeks-20.7% / -32.1%completed weekly closes
ReadContainedresult versus price sign
Reported / period9 Dec 202531 Oct 2025 · exact
EPS actual / estimate0.08 / 0.06USD
Surprise+33.3%Beat
EPS growth-year on year
Revenue / growth281942000+19.8% · USD
Next close / four weeks+3.9% / -6.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period9 Sep 202531 Jul 2025 · exact
EPS actual / estimate0.07 / 0.04USD
Surprise+75.0%Beat
EPS growth-year on year
Revenue / growth264359000+33.1% · USD
Next close / four weeks-1.7% / +7.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period11 Jun 202530 Apr 2025 · exact
EPS actual / estimate0.01 / -0.01USD
Surprise+200.0%Beat
EPS growth-year on year
Revenue / growth230468000+22.8% · USD
Next close / four weeks+18.6% / +16.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period26 Mar 202531 Jan 2025 · exact
EPS actual / estimate-0.01 / -0.01USD
Surprise+39.2%Beat
EPS growth-year on year
Revenue / growth240121000+18.5% · USD
Next close / four weeks-3.5% / -15.7%completed weekly closes
ReadDivergedresult versus price sign
Reported / period1 Jan 202531 Oct 2024 · exact
EPS actual / estimate0.00 / 0.00USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth235259000- · USD
Next close / four weeks- / -completed weekly closes
ReadUnavailableresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context