PCOR Q4 Deep Dive: AI momentum, corporate profits and margin expansion dominate the quarter

PCOR Q4 Deep Dive: AI momentum, corporate profits and margin expansion dominate the quarter

By Petr Huřťák
Publication Date: 2026-02-13 13:20:00

Construction management software provider Procore Technologies (NYSE:PCOR) beat Wall Street’s fourth-quarter fiscal 2025 revenue expectations with revenue rising 15.6% year-over-year to $349.1 million. Guidance for next-quarter revenue was better than expected at the midpoint of $352 million, 0.8% above analysts’ estimates. Non-GAAP earnings of $0.37 per share were 3.8% above analyst consensus estimates.

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  • Revenue: $349.1 million vs. analyst estimates of $340.8 million (15.6% YoY growth, 2.4% beat)

  • Adjusted EPS: $0.37 vs. analyst estimates of $0.36 (3.8% beat)

  • Adjusted operating result: $51.89 million vs. analyst estimates of $49.61 million (14.9% margin, 4.6% beat)

  • Sales forecast for Q1 CY2026 is in the middle at $352 million, roughly in line with analyst expectations

  • Operating margin: -12.3%, compared to -21.9% in the same quarter last year

  • Customers: 17,850, up from 17,623…