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Jamf Holding Corp.(JAMF)Earnings, Financials & Key Ratios
JAMF•NASDAQ
$13.05
Price updated Jun 20, 2026
AboutJamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform worldwide. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf School, a software solution for educators; Jamf Data Policy, a solution to enforce acceptable usage policies to eliminate shadow IT and block risky content and manage data consumption with real-time analytics and granular reporting; and Jamf Connect that streamlines Mac authentication and identity management; and Jamf Private Access, a ZTNA solution that replaces legacy conditional access and VPN technology. The company also offers Jamf Protect, which provides protection of Mac-targeted malware and creates customized telemetry and detections that give enterprise security teams visibility into their Macs; Jamf Threat Defense, a solution to protect workers from malicious attackers; and Jamf Nation, an online community of IT and security professionals focusing on Apple in the enterprise. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.Show more
- Revenue$627M+11.9%
- EBITDA-$22M+65.9%
- Net Income-$68M+37.8%
- EPS (Diluted)-0.53+39.8%
- Gross Margin77.47%-3.2%
- EBITDA Margin-3.53%+69.5%
- Operating Margin-11.01%+46.4%
- Net Margin-10.91%+44.4%
- ROE-9.55%+38.5%
JAMF Price & Volume
Jamf Holding Corp. (JAMF) stock price & volume — 10-year historical chart
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Jamf Navigates Security Pivot Amid Margin Challenges
Investment Thesis • Updated 2025Q3
VerdictNeutral
Growth:Mixed
Profitability:Negative
Financial:Adequate
Cash Flow:Improving
Primary Risk:Security pivot execution uncertainty
Key Thesis Takeaways
- Jamf is currently transitioning from a core Apple device management utility toward a broader enterprise security suite, a pivot that remains challenged by persistent GAAP net losses and a $547.5 million accumulated deficit.
- While the company has achieved a 35.4% free cash flow margin as of 2025Q3, its reliance on $21.9 million in quarterly stock-based compensation obscures true operational profitability.
- Investors should monitor the company's ability to scale its security modules against established incumbents, as the current $1.1 billion in goodwill suggests significant valuation sensitivity to future acquisition performance.
Verdict Logic
while the company demonstrates improving free cash flow margins of 35.4%, the persistent GAAP net loss of $4.5 million in 2025Q3 and high goodwill concentration warrant a cautious wait-and-see approach.
JAMF Growth Metrics
Jamf Holding Corp. (JAMF) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years25.2%
3 Years19.64%
TTM12.28%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM40.54%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM42.05%
Return on Capital
10 Years-6.29%
5 Years-7.42%
3 Years-9.19%
Last Year-5.94%
JAMF Recent Earnings
Jamf Holding Corp. (JAMF) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 9/12 qtrs (82%)
Q1 2026Latest
Feb 26, 2026Metric
Actual
Est
EPS
$0.02-91.1%
$0.23
Rev
—
$183M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.25+7.7%
$0.23
Rev
$183M+3.6%
$177M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.18+5.9%
$0.17
Rev
$177M+4.5%
$169M
Q2 2025
May 6, 2025Metric
Actual
Est
EPS
$0.22+4.8%
$0.21
Rev
$168M+0.8%
$166M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 26, 2026 | $0.02vs $0.23-91.1% | —vs $183M |
| Q4 2025 | Nov 10, 2025 | $0.25vs $0.23+7.7% | $183Mvs $177M+3.6% |
| Q3 2025 | Aug 7, 2025 | $0.18vs $0.17+5.9% | $177Mvs $169M+4.5% |
| Q2 2025 | May 6, 2025 | $0.22vs $0.21+4.8% | $168Mvs $166M+0.8% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Jamf Holding Corp. (JAMF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.05 | $1.75B | -24.62 | 11.92% | -10.91% | -9.55% | — | |
| $14.82 | $555.26M | 7.80 | 0% | 28.47% | 27.31% | — | |
| $20.51 | $1.24B | 19.72 | -0.13% | 6.87% | 4.6% | — | |
| $36.52 | $2.62B | 64.07 | 11.03% | 14.9% | 21.19% | — | |
| $16.19 | $9.18B | -31.13 | 24.35% | -14.04% | -2.3% | — | |
| $388.84 | $2.89T | 28.51 | 14.93% | 39.34% | 33.13% | — |
Compare JAMF vs Peers
Jamf Holding Corp. (JAMF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
JAMF SEC Filings & Documents
Jamf Holding Corp. (JAMF) SEC filings — annual & quarterly reports (10-K, 10-Q)
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JAMF Frequently Asked Questions
Jamf Holding Corp. (JAMF) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Jamf Holding Corp.'s revenue?
Jamf Holding Corp. (JAMF) reported $690.6M in revenue for fiscal year 2024. This represents a 371% increase from $146.6M in 2018.
How fast is Jamf Holding Corp. growing?
Jamf Holding Corp. (JAMF) grew revenue by 11.9% over the past year. This is steady growth.
Is JAMF profitable?
Jamf Holding Corp. (JAMF) reported a net loss of $41.3M for fiscal year 2024.
Dividend & Returns
What is JAMF's return on equity?
Jamf Holding Corp. (JAMF) has a return on equity (ROE) of -9.6%. Negative ROE indicates the company is unprofitable.
What is Jamf Holding Corp.'s free cash flow?
Jamf Holding Corp. (JAMF) generated $108.0M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.