Unity Software (U) Q3 FY2026 earnings: revenue $622 million, up 32.2% on the year
Unity Software Inc. (U) reported revenue of $622 million for Q3 FY2026, the quarter ended 30 September 2026, up 32.2% on the same quarter a year earlier. Net income was $121 million, and diluted earnings per share $0.25. The figures are the company's own, from the 10-Q it filed with the SEC on 5 November 2026.
Revenue
$622 million
+32.2% on the year · +13.8% on the quarter
Q4 FY2024Q3 FY2026
Operating margin
16.2%
-26.7% a year earlier
Q4 FY2024Q3 FY2026
Net income
$121 million
Q4 FY2024Q3 FY2026
Diluted EPS
$0.25
Q4 FY2024Q3 FY2026
this quarterthe same quarter a year earlierHover a bar for its figure.
What management said
Guidance figures: 5 new.
Revenue rose 32% to $622 million: Total revenue was $622 million, up 32% from $471 million a year earlier. Strategic revenue was $597 million, up 59%.
GAAP net income of $122 million: GAAP net income was $122 million, against a net loss of $127 million in the third quarter of 2025. GAAP diluted EPS was $0.25, against $(0.30).
Adjusted EBITDA margin reached 41%: Adjusted EBITDA was $257 million, compared with $109 million a year earlier. Management attributed the year-over-year improvement to higher revenue and continued cost control.
$ million except per share. Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.
Cash flow
$ million
Q3 FY2026
Q2 FY2026
Q3 FY2025
On the quarter
On the year
Last 8 quarters
Operating cash flow
224
206
155
+8.9%
+44.1%
Capital expenditure
4.3
3.7
4.1
+16.1%
+3.6%
Free cash flow
220
202
151
+8.8%
+45.2%
Free cash flow margin
35.3%
37.0%
32.1%
Cash from investing
32.9
-3.7
-4.1
Cash from financing
34.2
4.6
54.1
+650.5%
-36.8%
Depreciation and amortisation
84.9
85.5
136
-0.7%
-37.5%
Share-based compensation
64.0
79.9
92.0
-19.9%
-30.4%
Diluted shares, weighted
498m
438m
424m
+13.8%
+17.4%
Shares outstanding at period end
444m
440m
428m
+0.9%
+3.7%
Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.
Balance sheet
$ million
Q3 FY2026
Q2 FY2026
Q3 FY2025
On the quarter
On the year
Last 8 quarters
Shareholders' equity
3,249
3,034
3,203
+7.1%
+1.4%
Non-controlling interest
6.3
6.3
6.0
+1.1%
+6.2%
Redeemable equity
273
267
245
+2.5%
+11.5%
Debt
2,238
2,237
2,234
+0.0%
+0.2%
Operating lease liabilities
52.8
53.5
65.9
-1.2%
-19.8%
Other liabilities
1,144
1,064
1,028
+7.6%
+11.3%
Total liabilities and equity
6,964
6,661
6,783
+4.5%
+2.7%
Fixed assets
46.4
49.8
76.6
-6.8%
-39.4%
Goodwill
3,156
3,156
3,166
0.0%
-0.3%
Intangible assets
86.4
163
769
-47.0%
-88.8%
Cash and equivalents
2,646
2,352
1,899
+12.5%
+39.4%
Receivables
834
689
600
+21.0%
+38.9%
Other assets
196
252
273
-22.3%
-28.2%
Total assets
6,964
6,661
6,783
+4.5%
+2.7%
Questions
What was Unity Software's revenue in Q3 FY2026?
Unity Software (U) reported revenue of $622 million for Q3 FY2026, the quarter ended 30 September 2026, up 32.2% on the same quarter a year earlier.
How much did Unity Software earn in Q3 FY2026?
Net income for Q3 FY2026 was $121 million, and diluted earnings per share $0.25.
When did Unity Software report Q3 FY2026 results?
Unity Software filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 5 November 2026.
Each quarter as filed, linked to its filing. Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.
10-Q for the period ended 30 September 2026, filed 5 November 2026: the filing.