Atlassian TEAM
Public, NASDAQ, reports in USD. Founded 2002.
Theme: Cloud.
Collaboration tools, software development tools.
2025-08-01 — Enterprise profitable, eventually. Not missing products at all
Financials millions, USD
| Period | Revenue | Growth % | Gross margin % | R&D % | Operating income | Operating margin % | Net income | EPS (diluted) | Rule of 40 | basis |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.6bn USD | 26.0 % | 84.8 % | 49.7 % | 10m USD | 0.2 % | -54m USD | -0.21 | 26.2 | |
| 2025 | 5.2bn USD | 19.7 % | 82.8 % | 51.2 % | -130m USD | -2.5 % | -257m USD | – | 17.2 | |
| 2024 | 4.4bn USD | 23.3 % | 81.6 % | 50.1 % | -117m USD | -2.7 % | -301m USD | -1.16 | 20.6 | |
| 2023 | 3.5bn USD | 26.1 % | 82.1 % | 52.9 % | -345m USD | -9.8 % | -487m USD | -1.90 | 16.4 | |
| 2022 | 2.8bn USD | – | – | – | – | – | – | – | – | |
| 2026-Q4 | 1.8bn USD | 27.6 % | 86.5 % | 43.0 % | 211m USD | 11.9 % | 139m USD | 0.55 | 39.5 | |
| 2026-Q3 | 1.8bn USD | – | 85.3 % | 51.9 % | -56m USD | -3.1 % | -98m USD | -0.38 | – | |
| 2026-Q2 | 1.6bn USD | – | 85.0 % | 52.1 % | -48m USD | -3.0 % | -43m USD | -0.16 | – | |
| 2026-Q1 | 1.4bn USD | – | 82.0 % | 52.8 % | -96m USD | -6.7 % | -52m USD | -0.20 | – | |
| 2025-Q4 | 1.4bn USD | – | 83.1 % | 50.6 % | -28m USD | -2.1 % | -24m USD | -0.09 | – |
Sources
- 2026: yfinance
- 2025: yfinance
- 2024: yfinance
- 2023: 2025_10-K_Summary_2026-07-10.xlsx
- 2022: 2025_10-K_Summary_2026-07-10.xlsx
- 2026-Q4: yfinance
- 2026-Q3: yfinance
- 2026-Q2: yfinance
- 2026-Q1: yfinance
- 2025-Q4: yfinance
Latest quarter 2026-Q4, ended 2026-06-30, vs 2025-Q4
| 2026-Q4 | 2025-Q4 | change | |
|---|---|---|---|
| Revenue | 1.8bn USD | 1.4bn USD | +382m (+28 %) |
| Op. margin | 11.9 % | -2.1 % | +14.0 pts |
| FCF | 475m USD | 360m USD | +114m (+32 %) |
| Op. income | 211m USD | ||
| Net income | 139m USD | ||
| EPS (diluted) | 0.55 |
Cash flow millions, USD
| Period | Cash from operations | Capex | Free cash flow | FCF margin % | CFO / net income % | NOPAT | Unlevered FCF | Levered FCF | Net change in cash |
|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.4bn USD | 34m USD | 1.3bn USD | 20.1 % | – | – | – | 1.3bn USD | -1.3bn USD |
| 2025 | 1.5bn USD | 45m USD | 1.4bn USD | 27.1 % | – | – | – | 1.4bn USD | 335m USD |
| 2024 | 1.4bn USD | 33m USD | 1.4bn USD | 32.5 % | – | – | – | 1.4bn USD | 76m USD |
| 2023 | 868m USD | 26m USD | 842m USD | 23.8 % | – | – | – | 842m USD | 718m USD |
NOPAT = op. income × (1 − effective tax rate); UFCF = NOPAT + D&A + ΔNWC − capex; LFCF = FCF + net debt issued.
Quotes
| Price | 191.42 USD | 2026-09-15 | |
|---|---|---|---|
| Market cap | 48.5bn USD | 2026-09-15 | |
| 52w high | 198.60 USD | 2026-09-15 | |
| 52w low | 56.01 USD | 2026-09-15 | |
| Off 52w high % | -3.6 % | ||
| P/S | 7.4 | ||
| Lifetime CAGR | 8.2 % |
Notes
- 2025-08-01 opinion Enterprise profitable, eventually. Not missing products at all