Tenable Holdings Inc
0ZC0.L
$26.41 -1.40%
Exchange: LSE | Sector: Technology | Industry: Software Services
Q3 2025
Published: Nov 4, 2025

Earnings Highlights

  • Revenue of $252.44M up 11.2% year-over-year
  • EPS of $0.02 increased by 124.3% from previous year
  • Gross margin of 77.5%
  • Net income of 2.26M
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0ZC0.L
Company 0ZC0.L

Executive Summary

Tenable Holdings delivered a solid QQ3 2025 result with topline growth and durable gross margins, supported by a diversified cyber exposure software platform. Revenue reached USD 252.44 million, up 11.16% year over year (YoY) and 2.08% quarter over quarter (QoQ), while gross profit was USD 195.69 million for a gross margin of 77.5%. Operating income stood at USD 7.14 million (2.83% margin) and net income USD 2.26 million (0.90% net margin), translating to basic EPS of USD 0.0188. EBITDA was USD 16.81 million with an EBITDA margin of about 6.66%. The company generated solid per-share operating cash flow (OCF) of USD 0.447 and free cash flow per share (FCF) of USD 0.440; cash per share was USD 3.18. Trailing-12-month (TTM) revenue is approximately USD 975 million, with a quarterly cadence reflecting steady demand for Tenable.io and Nessus-based offerings. Despite a low current ratio of 0.94, balance sheet risk remains modest due to a small debt burden (debt ratio ~3.65%, debt/equity ~17.5%). Valuation remains premium, with a Price-to-Sales ratio near 13.9x and an Enterprise Value multiple around 202.5x, signaling investor confidence in growth prospects from cloud-native security platforms and expanded cross-sell opportunities.

Management commentary from the earnings call is not available in the provided data; as a result, this section relies on the reported figures and industry dynamics to assess the trajectory and sustainability of the current performance. Investors should review the full earnings call transcript for management color on bookings cadence, ARR/ACV growth, and multi-quarter visibility.

Key Performance Indicators

Revenue
Increasing
252.44M
QoQ: 2.08% | YoY: 11.16%
Gross Profit
Increasing
195.69M
77.52% margin
QoQ: 1.47% | YoY: 10.81%
Operating Income
Increasing
7.14M
QoQ: 195.81% | YoY: 442.58%
Net Income
Increasing
2.26M
QoQ: 115.37% | YoY: 124.54%
EPS
Increasing
0.02
QoQ: 115.67% | YoY: 124.32%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 252.44 0.02 +11.2% View
Q2 2025 247.30 -0.12 +11.8% View
Q1 2025 239.14 -0.19 +10.7% View
Q4 2024 235.73 0.02 +10.5% View
Q3 2024 227.09 -0.08 +12.7% View