Unity Software Beats Q3 2026 Estimates as Revenue Rises 32% to $622.1M

Unity Software (U) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $622.1 million, up 32% from a year earlier, above the $567.0 million estimate, and adjusted EPS was $0.44, up 120% from a year earlier, above the $0.03 estimate.

Shares fell 1.1% in premarket trading as of 7:00 a.m. ET, to $42.00 from a $42.46 close.

Q3 2026 scorecard

By our calculation, revenue was $55.1 million above the estimate and adjusted EPS was $0.41 above it. The QoQ column compares with the previous quarter's revenue of $546.5 million and adjusted EPS of -$0.05. The YoY column compares with $470.6 million and $0.20 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 4 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 8 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $470.6 million, $503.1 million, $508.2 million, $546.5 million and $622.1 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.11 and revenue of $600.6 million next quarter, based on 8 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 32% increase to $622.1 million.
• Estimate record. Whether Unity Software extends a record of beating EPS estimates in 4 of its last 8 reports.
• Related coverage. See our reports on Tecnoglass, Nexstar Media, Bentley Systems and Middleby.

Sources: Results are from Unity Software's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Unity Software's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.