U Rule of 40
Rule of 40 combines revenue growth and free cash flow margin in one quarterly score.
8
Q3
-2
2024
Q4
-4
Q1
27
Q2
37
Q3
34
2025
Q4
30
Q1
61
2026
Q2
40
0
Mix
Other U Charts
More quarter-by-quarter fundamentals for Unity Software Inc.
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Revenue
EPS
Free Cash Flow
Gross Margin
FCF Margin
P/E Ratio
Cumulative FCF
Shares Outstanding
Total Assets
Total Debt
Enterprise SaaS Comparison
1 / 3
CRM · Rule of 40
2026 Q3 · latest
20.5✗ Below 40
Growth +10.8%
FCF +9.7%
27
2024
Q4
46
Q1
72
Q2
16
Q3
30
2025
Q4
60
Q1
72
Q2
21
2026
Q3
40
0
Mix
NOW · Rule of 40
2026 Q2 · latest
35.9✗ Below 40
Growth +24.0%
FCF +11.9%
39
Q3
68
2024
Q4
66
Q1
39
Q2
39
Q3
77
2025
Q4
63
Q1
36
2026
Q2
40
0
Mix
SHOP · Rule of 40
2026 Q2 · latest
51.9✓ Passing
Growth +33.7%
FCF +18.3%
46
Q3
53
2024
Q4
42
Q1
47
Q2
49
Q3
50
2025
Q4
49
Q1
52
2026
Q2
40
0
Mix
Latest Rule of 40: +61 (2026Q2); +34 pts YoY.
Across the 8 quarters from 2024Q3 to 2026Q2, Rule of 40 ranged from −4 in 2025Q1 to +61 in 2026Q2.