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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Procore Technologies
Procore Technologies (PCOR) investor relations material
Procore Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue was $402.313M, up 18.7% YoY; revenue and margins exceeded guidance, and FY26 revenue and margin outlook increased.
Excluding DroneDeploy, revenue was $397M, up 17.1%; organic growth accelerated.
$100K+ ARR customers reached 2,968, up 14% YoY; gross revenue retention was 95%.
RPO totaled $1.81B at September 30, up 28% YoY.
Financial highlights
Revenue was $402.313M versus $338.841M in Q3'25; DroneDeploy contributed $5M after closing.
Non-GAAP operating income was $94.4M; non-GAAP operating margin was 23.5%, up ~620 bps YoY.
GAAP net loss was $4.589M; non-GAAP net income was $77.365M and diluted non-GAAP EPS was $0.51.
Operating cash flow was $95.693M and free cash flow was $72.995M, each up 8% YoY; excluding $19M of one-time closing costs, FCF was $92M, a 23% margin, up 36%.
Outlook and guidance
Q4 revenue guidance is $420M–$422M, including $19M from DroneDeploy; expected YoY growth is 20.3%–20.9%.
Q4 non-GAAP operating margin guidance is 15.5%–16.0%.
FY26 revenue guidance is $1,557M–$1,559M, including $24M from DroneDeploy; the high end excluding DroneDeploy rose ~$21M.
FY26 non-GAAP operating margin guidance rose 50 bps to 19.0%–19.5%; FCF margin guidance is 18%, or 19.5% excluding ~$23M of one-time acquisition cash payments.
FY27 non-GAAP operating margin guidance was reiterated at 25%, including DroneDeploy margin dilution.
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Latest events from Procore Technologies
- Q2 2026 revenue rose 16% to $375M, net income hit $16.9M, and DroneDeploy was acquired for $845M.PCOR
Q2 2026 - Leadership transition accelerates AI focus, margin gains, and wallet share expansion.PCOR2026 Jefferies Software, Internet, and AI Conference
- Revenue up 16% to $359.3M, margin expansion, Datagrid AI acquisition, and $100M buybacks.PCORQ1 2026
- 2025 saw robust growth, enhanced AI-driven offerings, and strengthened governance and compensation alignment.PCORProxy filing
- Virtual annual meeting to vote on directors, auditor, and executive pay, with board support.PCORProxy filing
- Q3 2025 delivered 15% revenue growth, margin gains, and a new $300M stock repurchase program.PCORQ3 2025
- Regionalized GTM, platform innovation, and $300M buyback drive growth and margin expansion.PCORInvestor Day 2024
- Q2 revenue up 24% to $284.3M, with record margin and Intelliwave acquisition supporting growth.PCORQ2 2024
- Revenue grew 21% in 2024; FY25 guidance raised for revenue and margins.PCORQ4 2024
Next Procore Technologies earnings date
Q4 202612 Feb, 2027
Procore Technologies
Next Procore Technologies earnings date
Q4 202612 Feb, 2027
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Frequently asked questions
Construction Management Software
Procore Technologies was established in 2003 and provides modern software solutions to the construction industry, helping construction professionals streamline their projects using cloud-based applications. Addressing various industry needs, its software facilitates project management, quality & safety assurance, financials, and field productivity. With the construction sector often seen as traditional and slow to adapt, Procore’s introduction of these tools has played a part in bridging the gap between construction and technology.
A Clear Vision
The journey of Procore began in the early 2000s when its founder, Craig Courtemanche, identified a gap in the construction sector for specialized project management software. What started as a solution for a single construction project quickly transformed into a broader vision of reshaping the industry's approach to project management. Over the years, Procore has consistently expanded its software suite to cater to increasingly diverse construction industry needs and the company has grown substantially from its foundation. Its main objective has always been to provide services for construction teams to collaborate effectively, irrespective of their location, thus maximizing efficiency and minimizing potential errors.
Features and Functionalities
Procore's software suite is comprehensive. The platform integrates multiple aspects of construction management into one unified interface. Users can access tools for document management, drawing revisions, and schedules, ensuring everyone is updated in real time. Financial tools integrated into the platform help streamline budgeting, bidding, and invoicing processes, ensuring transparency and preventing costly miscommunications. Additionally, with the shift toward mobile devices in many professional settings, Procore has ensured its software is fully functional on tablets and smartphones. This mobile accessibility ensures that on-site workers can quickly report progress, changes, or issues, thus ensuring a continuous flow of information.
Adapting to Industry Evolution
Like nearly every industry, the construction business rapidly evolves as time progresses and Procore has been quick to adapt to changing needs. With increasing emphasis on sustainability, energy efficiency, and green construction practices, the company has integrated features that assist in these areas, ensuring projects remain compliant with the latest industry standards. Furthermore, recognizing the global nature of construction projects, the platform supports collaboration across borders with tools that assist with different languages and currency conversions. Procore is also developing its platform, utilizing new technology and AI to make its software more powerful. Companies offering competing or similar products include names such as Autodesk and Oracle.