Palantir delivered record Q4 2025 results[,](https://imgur.com/a/m4DShGQ) with revenue up 70% year-over-year to $1.41 billion, driven by explosive U.S. commercial growth of 137% and total U.S. revenue growth of 93%. The company achieved a Rule of 40 score of 127%, generated $791 million in adjusted free cash flow (56% margin), and closed 180 deals over $1 million during the quarter. For full year 2025, revenue grew 56% to $4.48 billion, with $2.27 billion in adjusted free cash flow and $7.2 billion in cash on the balance sheet. Looking ahead to 2026, Palantir expects revenue between $7.18–$7.20 billion and adjusted operating income above $4.1 billion, signaling continued aggressive expansion in U.S. commercial and AI infrastructure markets.
Source - [https://investors.palantir.com/files/Palantir%20-%20Q4%202025%20Investor%20Presentation.pdf](https://investors.palantir.com/files/Palantir%20-%20Q4%202025%20Investor%20Presentation.pdf)
