Guidewire Posts $390 Million Operating Cash Flow, Repurchases $606 Million in Shares

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Guidewire Software reported fiscal 2026 operating cash flow of $390 million, up 30% year over year, and ended the fiscal fourth quarter with $1.2 billion in cash, cash equivalents and investments. During the year the company repurchased $606 million worth of shares under its buyback program, covering 4.1 million shares at an average price of $148.41 per share, and management said on its last earnings call that the program was nearly complete. Profitability also improved, with non-GAAP operating income of $340 million, up 63% year over year, gross profit up 25% to $990 million, overall gross margin of 67%, and subscription and support gross margin up 4 percentage points to 74.5%. For fiscal 2027, Guidewire expects operating cash flow of $445 million to $465 million, non-GAAP operating income of $403 million to $423 million, total gross margin of 67% to 68%, and capital expenditures of $23 million to $28 million, including approximately $17 million of capitalized software development costs. Among peers, ServiceNow generated $2.26 billion in operating cash flow in the first half of 2026 and targets a 35% free cash flow margin for the year, while Salesforce generated $7.97 billion in operating cash flow and $7.65 billion in free cash flow in the first half of fiscal 2027 and returned $364 million through dividends in the second quarter under its $25 billion accelerated share repurchase program.

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Guidewire reported 30% higher operating cash flow, improved profitability, and $606 million of share repurchases.

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