CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) SEC Filings & Earnings Calls
EquiReason read 14 CHECK POINT SOFTWARE TECHNOLOGIES LTD SEC filings in the last 12 months. Latest: 6-K on 2026-09-14 — Check Point Software Technologies announced the appointment of Yoram Tietz to its Board of Directors. Mr. Tietz is a Senior Advisor at General Atlantic with extensive experience in.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTDFollow CHKP — free
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- 16.8B
- Annual P/E
- 16.5
- Dividend yield
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- Next earnings
- 2 Nov, in 9 days
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last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
14 Sep 20266-KCheck Point Software Technologies announced the appointment of Yoram Tietz to its Board of Directors. Mr. Tietz is a Senior Advisor at General Atlantic with extensive experience in technology and startups.SEC ↗
2 Sep 20266-KCheck Point Software held Annual General Meeting on Sep 2, 2026; all five proposals approved by shareholders including director elections, auditor appointment, and executive compensation.open
Figures in the filing · each found in the filing text
| Shares voted · 2026-09-02 | 81,200,000 | |
| Voter turnout percentage · 2026-09-02 | 79.5% |
30 Jul 20266-KTotal revenues $674M (+1% YoY), security subscriptions $333M (+12%), RPO $2.6B (+7%), GAAP EPS $1.87 (+2%), non-GAAP EPS $2.55 (+8%), cash flow from ops $170M, share repurchase $325M in Q2.earningsopen
Figures in the filing · each found in the filing text
| Total Revenues · Q2-2026 | $674M | +1% y/y |
| Security Subscriptions Revenues · Security Subscriptions · Q2-2026 | $333M | +12% y/y |
| Remaining Performance Obligation (RPO) · Q2-2026 | $2.60B | +7% y/y |
| GAAP Operating Income · Q2-2026 | $185M | |
| Non-GAAP Operating Income · Q2-2026 | $260M | |
| GAAP EPS · Q2-2026 | $1.87 | +2% y/y |
| Non-GAAP EPS · Q2-2026 | $2.55 | +8% y/y |
| Cash Flow from Operations · Q2-2026 | $170M | -35% y/y |
| Adjusted Free Cash Flow · Q2-2026 | $161M | |
| Cash, Marketable Securities & Short-Term Deposits · Q2-2026 | $4.20B | +44% y/y |
Risks flagged
Cash flow from operations declined to $170M from $262M YoY, partly due to lower hedging benefits.
“Cash flow from operations in the second quarter of 2026 was $170 million, which included $14 million in benefit related to our currency hedging transactions... This compares to $262 million in the second quarter of 2025, which included $50 million in benefit related to our currency hedging transactions.” · word for word
Total revenue growth is only 1% YoY, indicating mature market or competitive pressure.
“Total Revenues: $674 million, a 1 percent increase year over year” · word for word
22 Jul 20266-KProxy statement for annual general meeting; routine governance items including director elections, auditor ratification, and executive compensation approvals. No material financial or operational event.SEC ↗
9 Jul 20266-KNotice of annual general meeting of shareholders; routine governance items including director elections, auditor ratification, and executive compensation approvals. No material business or financial event.SEC ↗
8 Jun 20266-KCheck Point disclosed a security vulnerability in Remote Access VPN and Mobile Access, released a fix, and noted unauthorized access to customer environments; investigation ongoing, no material impact determined.open
Risks flagged
Security vulnerability could lead to unauthorized access and customer churn.
“Under certain circumstances, the vulnerability could be exploited to obtain unauthorized access to an environment in which the affected products are deployed.” · word for word
11 May 20266-KCheck Point announced a $2.0 billion expansion of its share repurchase authorization, extending the program from July 2024.open
Figures in the filing · each found in the filing text
| Share repurchase authorization expansion · 2026-05-11 | $2.00B |
30 Apr 20266-KCheck Point reported Q1 2026 results: revenue $668M (+5% YoY), security subscriptions $323M (+11% YoY), GAAP EPS $1.81 (+5% YoY), Non-GAAP EPS $2.50 (+13% YoY). Also announced CRO change.earningsopen
Figures in the filing · each found in the filing text
| Total Revenues · Q1-2026 | $668M | +5% y/y |
| Security Subscriptions Revenues · Q1-2026 | $323M | +11% y/y |
| GAAP Operating Income · Q1-2026 | $185M | |
| Non-GAAP Operating Income · Q1-2026 | $265M | |
| GAAP EPS · Q1-2026 | $1.81 | +5% y/y |
| Non-GAAP EPS · Q1-2026 | $2.50 | +13% y/y |
| Cash Flow from Operations · Q1-2026 | $445M | +6% y/y |
| Adjusted Free Cash Flow · Q1-2026 | $457M | +11% y/y |
| Remaining Performance Obligation (RPO) · Q1-2026 | $2.60B | +7% y/y |
| Cash Balances, Marketable Securities & Short-Term Deposits · Q1-2026 | $4.38B |
Risks flagged
Go-to-market changes create near-term headwinds in security appliance business.
“Product revenue was impacted by go-to-market changes implemented at the beginning of the quarter, which created near-term headwinds in our security appliance business.” · word for word
31 Mar 202620-FAnnual report (20-F) filed; no material event; includes risk factor updates and tax settlement disclosure.open
Risks flagged
Distributor Concentration Risk
“During 2025, 2024 and 2023, we derived approximately 57%, 56% and 56%, respectively, of our sales from our ten largest distributors.” · word for word
Supply Chain Disruption Risk
“global supply chain disruptions associated with geopolitical events, such as the war between the U.S., Israel and Iran and its effects on the delivery of goods through the Strait of Hormuz” · word for word
AI Talent Shortage Risk
“the high-tech industry in Israel has experienced significant levels of employee attrition and is currently facing a shortage of skilled human capital including in the areas of AI and machine learning” · word for word
Semiconductor Shortage Risk
“there is currently a worldwide shortage of semiconductor, memory and other electronic components driven by the proliferation of AI infrastructure and the high energy demands of such production” · word for word
Tax Dispute Risk
“the Company agreed to pay total additional taxes of NIS 223.2 million (approximately $66 million) in respect of the 2016–2020 tax years” · word for word
12 Feb 20266-KCheck Point reported Q4 and FY2025 results: Q4 revenue $745M (+6% YoY), calculated billings $1,039M (+8% YoY), GAAP EPS $2.81 (+22% YoY), Non-GAAP EPS $3.40 (+26% YoY). Announced three acquisitions.earningsopen
Figures in the filing · each found in the filing text
| Total Revenues · Q4-2025 | $745M | +6% y/y |
| Calculated Billings · Q4-2025 | $1.04B | +8% y/y |
| Remaining Performance Obligation (RPO) · Q4-2025 | $2.73B | +8% y/y |
| Security Subscription Revenues · Q4-2025 | $325M | +11% y/y |
| GAAP Operating Income · Q4-2025 | $233M | |
| Non-GAAP Operating Income · Q4-2025 | $302M | |
| GAAP EPS · Q4-2025 | $2.81 | +22% y/y |
| Non-GAAP EPS · Q4-2025 | $3.40 | +26% y/y |
| Cash Flow from Operations · Q4-2025 | $310M | +24% y/y |
| Cash Balances, Marketable Securities & Short-Term Deposits · FY2025 | $4.34B |
8 Dec 20256-KCheck Point closed $2.0 billion 0.00% convertible senior notes due 2030 offering, including $250M additional notes from initial purchasers' option.open
Figures in the filing · each found in the filing text
| Convertible notes principal amount · 2025-12-08 | $2.00B |
Risks flagged
Convertible notes could dilute equity if converted; unsecured obligation.
“The Convertible Notes are general unsecured obligations of the Company.” · word for word
4 Dec 20256-KCheck Point announced pricing of $1.75 billion (upsized from $1.5B) 0.00% convertible senior notes due 2030, with option for additional $250M.open
Figures in the filing · each found in the filing text
| Convertible notes principal amount · 2025-12-03 | $1.75B |
Risks flagged
Convertible notes could dilute equity if converted; unsecured obligation.
“When issued, the Notes will be senior unsecured obligations of Check Point.” · word for word
2 Dec 20256-KCheck Point announced proposed offering of $1.5 billion 0.00% convertible senior notes due 2030; also furnished unaudited financial statements for nine months ended September 30, 2025.SEC ↗
28 Oct 20256-KCheck Point reported Q3 2025 results: revenue $678M (+7% YoY), calculated billings $672M (+20% YoY), GAAP EPS $3.28 (+79% YoY), Non-GAAP EPS $3.94 (+75% YoY). Strong demand and tax settlement benefit.earningsopen
Figures in the filing · each found in the filing text
| Total Revenues · Q3-2025 | $678M | +7% y/y |
| Calculated Billings · Q3-2025 | $672M | +20% y/y |
| Security Subscriptions Revenues · Q3-2025 | $305M | +10% y/y |
| GAAP Operating Income · Q3-2025 | $199M | |
| Non-GAAP Operating Income · Q3-2025 | $282M | |
| GAAP EPS · Q3-2025 | $3.28 | +79% y/y |
| Non-GAAP EPS · Q3-2025 | $3.94 | +75% y/y |
| Cash Flow from Operations · Q3-2025 | $241M | -3% y/y |
| Cash Balances, Marketable Securities & Short-Term Deposits · Q3-2025 | $2.82B | -2% y/y |
CHECK POINT SOFTWARE TECHNOLOGIES LTD — questions
- What did CHECK POINT SOFTWARE TECHNOLOGIES LTD file recently?
- 14 SEC filings in the last 12 months. Latest: 6-K on 2026-09-14 — Check Point Software Technologies announced the appointment of Yoram Tietz to its Board of Directors. Mr. Tietz is a Senior Advisor at General Atlantic with extensive experience in technology and startups.
Every figure on this page comes from CHECK POINT SOFTWARE TECHNOLOGIES LTD's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.