Quotes

“With technology leadership in the most critical areas of the wafer fab equipment market, Applied Materials increased fiscal fourth quarter revenue by 53 percent year over year and non-GAAP earnings per share by 92 percent”

“We generated record quarterly free cash flow of $2.6 billion and distributed over $2.4 billion to shareholders, including the largest quarterly share buyback in more than eight years.”

“The strength of our Q1 performance gives us confidence to raise our revenue and non-GAAP EPS guidance for FY27”

“As our business continues to scale, we are unlocking significant operating leverage which is enabling us to grow earnings much faster than revenue. Looking ahead, we remain focused on delivering durable growth and driving continued capital returns.”

“The investments that drove our 2026 R&D, the compliant electronics, the new battery configurations and the production lines, are built, and our operating expense base has been reset”

“We expect R&D and SG&A to decline as we scale the product revenue business, and we are focused on improving gross margins as production volume increases and repeat orders replace initial production builds.”

“Our financial results reflect strong revenue growth, which is translating into substantial year-over-year improvement in operating performance. Third quarter revenue increased 342% year-over-year to $16.0 million.”

“Fiscal 2026 demonstrated how much the earning power of Sonos has structurally improved”

“We grew revenue 7%, reduced Non-GAAP operating expenses 3% and grew Adjusted EBITDA 39% to $184 million, all while absorbing $56 million of higher memory costs.”

“Our third-quarter results reflect a lower operating cost base year over year and a balance sheet with no long-term debt”

“Operating expenses excluding crypto costs and execution, clearing and brokerage fees were $16.1 million, down 40% from the prior- year quarter, and our Adjusted EBITDA loss narrowed by $3.0 million to $11.8 million on a consistent basis.”

“Third quarter adjusted operating earnings were $5.06 per share, compared with $3.04 a year ago. This strong performance allowed us to raise the midpoint of our adjusted operating earnings guidance range for the second time this year”

“Our disciplined capital allocation strategy, including accretive organic growth through nuclear uprates, the acquisition of Rhode Island State Energy Center and our continued aggressive pace of share repurchases, positions us to deliver sustained earnings growth.”

“Our third quarter is the clearest evidence yet that the transformation of our business is working”

“Revenue and adjusted EBITDA were well ahead of guidance with 17% revenue growth, a 33% adjusted EBITDA margin and strong free cash flow. And this is not a one-quarter event.”

“I am honored to join AHR at a pivotal moment for the Company and sector. AHR’s focus resonated with me: to serve a rapidly growing senior population by supporting top operators who deliver the best care”

“Our team and operating partners successfully executed on organic and external growth in the third quarter, which is why we are raising full-year guidance for Same-Store NOI growth and NFFO per diluted share.”

“The third quarter reflects continued software momentum and the initial benefits of the operating actions we implemented in the first half”

“Adjusted EBITDA margin improved to 31.8%, up more than 370 basis points from the second quarter. We generated $30.7 million of cash from continuing operations in the quarter and ended with $214.9 million in cash.”

“We see a bright future as we expand our earnings base with strategic upgrades to our energy delivery systems that help us maintain our industry-leading reliability and provide attractive, steady earnings opportunities”

“We’ve reached agreement with our regulator and other stakeholders on a new investment plan for our Steam business that is awaiting approval, demonstrating our strong ability to work with diverse parties to find consensus and make our region stronger.”

“Strong financial performance through the third quarter of 2026 positions us to continue investing in Michigan’s energy infrastructure while delivering long-term value for our customers, communities and shareholders”

“Our third quarter financial performance demonstrates the durability of our business model and our ability to generate sustainable growth, margin expansion and strong free cash flow”

“We remain focused on driving commercial excellence, realizing the benefits of our increased scale and rigorous integration execution as we build on the financial strength of the combined company.”

“Strong execution led to rides acceleration in North America and helped us to deliver record Active Riders, Rides, and Gross Bookings as we surpassed $1 billion in trailing twelve-month cash generation for the fifth straight quarter”

“This durable growth in the core business combined with expansion into Europe shows our formula is working and positions us well for the road ahead.”

“Our September quarter results reflect ongoing operational improvements, with non-GAAP operating expenses growing well below net sales and supporting higher profitability.”

“At the same time, we are improving our quality of earnings by shifting upfront license deals to hosted structures and exiting non-core, dilutive business lines, making our revenue more stable and predictable”

“These business transformations provide the operating leverage necessary to reach sustainable, profitable growth within the second half of 2027.”

“We have evaluated the investment needs of Dave’s Way and are confident we have the financial capacity to execute the strategy”

“Allstate continues to generate strong financial results while investing to profitably grow the business”

“Adjusted net income return on equity* was 39.7% over the last 12 months, and approximately $1.5 billion was returned to shareholders in the third quarter through share repurchases and dividends.”

“Our Q1 results delivered substantial operating leverage and durable gross margin expansion, driven by pricing optimization and cost improvements. This margin strength gives us the confidence to raise our longer-term target.”

“We are pleased with the benefits we are seeing from the disciplined investments we have made across acquisitions, automation and technology to advance our digital strategy”

“Through the first nine months of 2026, we generated $46 million of Free Cash Flow while continuing to invest in attractive growth opportunities and reduce debt.”

“We maintained cost discipline in the third quarter while investing in our growth priorities, and we see further opportunities to improve efficiency.”

“Subsequent to quarter end, we further strengthened our balance sheet by recasting our $2.5 billion credit facility, extending maturities through 2031 and 2032 and improving pricing.”

“See below for disclaimers. profitably and execute our strategy to expand across multiple products, in the enterprise, and internationally, and build on the momentum with our agents”

“The raise in fiscal 2027 Adjusted Earnings per Diluted Share guidance is underpinned by the strength in our business and the confidence we have in our ability to execute consistently”

“W e are committed to building towards the future through disciplined capital deployment and strategic investments.”

“I am excited to partner with Brian and the leadership team as we build on Owens Corning’s strong foundation and invest in the long-term growth of the company”

“In the third quarter, we continued to demonstrate our ability to generate attractive cash flow and returned significant capital to shareholders.”

“We delivered a strong third quarter, achieving organic growth and margin expansion as we continued executing our strategy and investing for growth in a dynamic macro environment.”

“We delivered another quarter ahead of our guidance on both revenue and Adjusted EBITDA, with year-to-date Adjusted Free Cash Flow of $101.6 million, or 58% of Adjusted EBITDA”

“As a result, we are increasing our full-year 2026 revenue range to between $1.249 billion and $1.251 billion and expect to earn full-year Adjusted EBITDA margins of approximately 19% at the midpoint of our revenue guidance.”

“Uber continues to translate strong growth into expanding profitability, with Non-GAAP Operating Income margins reaching a record 3.9% of Gross Bookings and Non-GAAP EPS growing 35%”

“Our Q4 outlook reinforces our confidence in the durability of our financial model as we enter 2027.”

“Supported by a strong financial position and disciplined financial framework, we remain focused on improving returns, strengthening earnings power and delivering attractive long-term shareholder returns”

“Our increased full-year outlook reflects strong first-half orders and financial performance, as well as confidence in the execution of our strategic priorities and our ability to sustain this momentum through the second half of fiscal 2027”

“We had another exceptional quarter and our pipeline of new business remains strong, showing the durability of our earnings growth.”

“Our third quarter performance was in line with our expectations, including a return to organic revenue growth in Financial Solutions”

“Our second-half initiatives are on track to support the revenue acceleration we expect in the fourth quarter, and we are reaffirming our full-year guidance.”

“Because our combination with Qorvo closed after the end of our fiscal fourth quarter, our reported September-quarter results are Skyworks standalone”

“Combined September-quarter revenue of approximately $1.98 billion, which includes an additional week in Qorvo’s fiscal quarter, provides the starting point for our first quarter as a combined company.”

“We are putting our strong cash generation and balance sheet to work, investing in growth while returning capital to shareholders”

“We repurchased more than $640 million of shares through the first nine months of the year, reflecting our confidence in Zebra's long-term opportunity and our commitment to disciplined capital allocation.”

“Apple delivered September quarter records for net income and EPS. Our record September quarter capped off a strong fiscal 2026, with all-time record revenue of $479 billion and double-digit EPS growth”

“We generated $28 billion in operating cash flow during the quarter, allowing us to return $28 billion to shareholders.”

“Third quarter net sales and adjusted EBITDA both exceeded guidance, and adjusted EBITDA margin expanded 70 basis points year-over-year”

“Our April refinancing reduced net interest expense by $19.1 million year-over-year in the third quarter, strengthening our earnings and cash generation.”

“Exelon delivered $0.87 adjusted operating earnings per share in the third quarter”

“Our investments in the grid continue to deliver for customers, with Exelon’s utilities now ranking 1st, 2nd, 5th and 6th in the nation for reliability.”

“We are pleased with our third quarter financial results, which marked our third consecutive quarter of double-digit growth in both revenue and non-GAAP EPS”

“Our strong year-to-date financial performance and expectations for improved fourth-quarter deployment position us well to meet or exceed our key financial objectives for 2026”

“We also have substantial embedded growth from capital already raised but not yet earning fees, which provides meaningful visibility into continued management fee and earnings growth in 2027 and beyond.”

“Our third-quarter performance reflects the strength of our operating model and disciplined approach to capital allocation”

“Adjusted EPS grew 7%, exceeding revenue growth both in the quarter and year-to-date.”

“We are transforming GoDaddy with the financial discipline that has long defined us, and our third quarter results reflect that”

“We delivered another solid quarter. Revenue, gross margin and earnings per share exceeded guidance, including our strongest data center revenue growth in 15 years”

“Through the first nine months of the year, we've delivered record revenues, adjusted operating income and adjusted earnings per share, underscoring the strength and durability of our business model.”

“With no significant debt maturities until 2029, we believe our existing financial resources and ongoing cash generation provide a clear path to fund our turnaround strategy and strengthen our balance sheet over time”

“Reducing Net Leverage remains a top priority. We continue to center our focus on cost discipline and cash generation as we work to restore Net Yield growth, with stronger earnings and cash flow expected to drive further deleveraging.”

“In fiscal 2026, we returned to comp growth, expanded margin and delivered stronger earnings, and we intend to build on that progress in fiscal 2027”

“Our recently increased dividend and plans to resume share repurchases in fiscal 2027 underscore our confidence and disciplined focus on driving sustainable long-term value.”

“Our second quarter results reflect the durability of our business model and continued momentum across both segments”

“Customer demand is strong, and we remain disciplined about investment, efficiency and profitable growth. That balance gives us the confidence to invest in our highest potential opportunities and raise full-year guidance again.”

“The amended voting agreement announced earlier today establishes a highly supportive framework that enables MGM Resorts to confidently pursue value-creating share repurchases as part of our ongoing commitment to enhancing shareholder value and driving longer-term growth”

“We delivered a strong start to the fiscal year with Microsoft Cloud revenue of $63.9 billion, with growth accelerating to 30% (up 31% in constant currency) year-over-year”

“Results exceeded expectations across revenue, operating income, and earnings per share.”

“Our strong Q3 results reinforce how ServiceNow is perfectly positioned to help customers put AI to work across their business, govern every agent and action, and translate intelligence into secure, measurable outcomes”

“Our AI momentum continues to build, with AI net new ACV exceeding expectations and enabling us to raise our year-end target for the second time this year, from $1 billion at the start of the year to $1.7 billion now.”

“Transaction-based revenues growth accelerated to 9.5% (14.2% excluding the impact of the Texas payments contract wind-down). Free cash flow reached a quarterly record of $277 million, up 11.9%, supported by earnings growth and improved working capital performance”

“During the quarter, we deployed capital across both strategic growth initiatives and shareholder returns, including the acquisition of CODY Systems and the repurchase of 1.1 million shares of our common stock.”

“When we upgraded Springboard in May, we laid out a path to double our annualized sales run rate from $20 billion to $40 billion by the end of 2030.”

“In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses are estimated to be in the range $440–$460 million.”

“Customers are trusting us with more of their assets as we deliver on our product roadmap, leading to our highest quarter ever for revenues”

“We also added a new business cylinder with over $100 million in annualized revenues this quarter as Rothera scaled rapidly.”

“Q3 revenue grew 22% year-over-year, with strong double-digit growth across all product categories, driven by growing momentum from AI-driven designs”

“With record backlog of $8.2 billion and continued strength in recurring revenue, we are poised to deliver a strong 2026.”

“We have executed a significant capital markets program in 2026, further strengthening Public Storage’s industry-leading balance sheet while funding substantial external growth”

“Year-to-date, we have completed $6.2 billion of debt capital markets activity and $6.0 billion of common share and partnership unit issuance or committed issuance.”

“Our third quarter results reflect strong execution across the business, with significant revenue growth and expanded operating margins. We continue to invest with discipline to build the capabilities and capacity needed to scale the business.”

“Average daily sales exceeded the high end of our guided range, driven by price benefits and stronger volumes that yielded year-over-year improvement of 8.6%.”

“We delivered strong gross margin expansion and are raising the low end of our gross margin and earnings guidance, while managing through a dynamic consumer demand and input cost environment”

“Our results reflect continued progress from our multi-year supply chain transformation, disciplined investment, and an ongoing focus on productivity across the organization.”

“Our first quarter results demonstrate the continued momentum in our business, with robust exabyte growth and improved pricing driving another quarter of strong financial performance”

“Looking ahead, for our fiscal second quarter of 2027, at the midpoint of the ranges, we expect revenue of $5.1 billion, non-GAAP gross margin of 60.5%, and non-GAAP EPS of $5.80.”

“We are increasing our full year 2026 guide for Adjusted EBITDA by $25 million and AFFO by $5 million to reflect higher ground lease buyout activity, additional operational efficiencies, and the impact of a customer agreement”

“In the quarter we acquired an outstanding residual economic interest on a subset of our tower sites and extended the term of a significant customer on those sites.”

“Demand across our portfolio combined with strong operational execution led to accelerated growth and solid operating pre-tax margin expansion in the quarter”

“Just as we are helping clients extract value from their operations with Super Intelligence, we are driving tangible returns through our productivity initiatives inside IBM.”

“Our financial flexibility and conviction in the intrinsic value of the business supported more meaningful share repurchase activity during the quarter. At the same time, we continue to invest in our people and the service quality that builds customer loyalty”

“This quarter again showed the power of Hasbro’s brand portfolio paired with strong execution”

“Given this momentum, we are raising our 2026 outlook and doubling our share repurchase target for the year, balancing investment in the business with returning cash to shareholders.”

“Synchrony’s third quarter financial performance reflected disciplined execution across our strategic priorities”

“In the December quarter, we expect earnings of $1.15 to $1.65 per share, based on a fuel price of approximately $4.25 per gallon. This positions earnings consistent with last year at the upper end of the range”

“Our strong operating cash flow enabled us to continue strengthening our financial position while advancing our commitment to return value to shareholders”

“Our record fiscal third quarter results reflect Ciena’s ability to deliver increasingly profitable growth while positioning for future opportunities”

“Our expanding supply capacity, strengthening business fundamentals, and increasing operating leverage set the stage to continue to accelerate earnings and deliver long-term value for customers and shareholders.”

“Broadcom achieved record revenue, operating profit and free cash flow in Q3. We delivered non-GAAP operating income growth of 92% year-over-year, as consolidated revenue grew 86% year-over-year to $29.6 billion”

“Q4 consolidated revenue growth is forecasted to increase 93% year-over-year to $34.8 billion, and we expect to maintain our non-GAAP operating margin at 66%, flat from a year ago.”

“Our outstanding revenue performance and expanded profitability in the third quarter reflect robust demand across our portfolio and consistent, disciplined execution”

“With our Q3 results and our order backlog at a record level, we are raising our financial outlook and plan to return at least 75% of free cash flow to shareholders in Q4.”

“We continue to make targeted investments in innovation, portfolio development, and commercial execution that will support sustainable long-term value creation”

“The combination of strong operating performance and disciplined financial management drove revenue and adjusted EPS ahead of expectations, enabling us to raise our fiscal 2027 guidance.”

“We delivered a strong finish to a record year and exceeded our guidance across the board, fueled by strength across our Network & AI Security, Cortex, and Idira platforms”

“Our profitable growth framework continues to scale effectively, reinforcing our confidence in achieving 40% adjusted free cash flow margin in FY28.”

“We delivered strong second quarter results with consistent execution and momentum. Our sales reorganization is proceeding as expected”

“We have increased our fiscal 27 billings and revenue growth guidance to reflect higher underlying growth expectations, as well as the incremental contribution from MaintainX.”

“Q2 was another outstanding quarter for Everpure, where we delivered record revenue and operating profit, exceeding the high-end of our guidance”

“Demand remains strong across our solutions portfolio despite historic industry price increases in the first half of FY’27. We are raising guidance significantly for the second half of the year to reflect our confidence in continued revenue momentum.”

“Results were driven by broad-based strength across the business, led by EDA, a strong quarter from Ansys, and our design IP business returned to year-over-year growth”

“Given our strong performance and expectations for double-digit growth in EDA, we are raising our full year revenue, non-GAAP operating margin, EPS and cash flow guidance.”

“Second quarter results exceeded guidance on all metrics and our view for the full year improved across the board”

“We continue to execute well across the business while also accelerating innovation and progress in new growth areas.”

“Fiscal 2026 demonstrated the strength of our platform and the growing contribution of our Big Bets”

“As we look ahead, we are focused on execution and taking a disciplined approach to investments as we scale our Big Bets and accelerate customer growth.”

“Our second quarter results exceeded our expectations. We saw broad based demand across the business as customers continued to engage in smaller projects”

“Applied Materials achieved its 13th consecutive quarter of year-over-year gross margin expansion, demonstrating the increasing value we create by enabling better chips, systems and fab returns”

“We expect continued strong revenue growth in the second half of the calendar year, particularly in DRAM as well as leading-edge foundry-logic and advanced packaging.”

“In Q4, we delivered record revenue, non-GAAP operating income and EPS, all exceeding the high end of our guidance ranges and demonstrating strong financial discipline and operating leverage”

“In fiscal 2026, Cisco achieved its highest productivity metrics in 30 years measured by revenue, non-GAAP operating margin, and earnings per employee.”

“Strong operational execution across our business drove meaningful gross margin expansion and converted our top-line revenue growth into robust GAAP and non-GAAP EPS growth.”

“Our second-quarter results reflect the strength and resilience of our business and reinforce confidence in our long-term strategy”

“Year-to-date results continue to be in line with expectations. Our vibrant market and the growing momentum for the electrification of buildings and transportation support our confidence that we will provide solid shareholder value for years to come.”

“Our second-quarter results and increased full-year EPS guidance demonstrate the earnings power of our expanded platform, strong operational and commercial performance, and the disciplined execution of our capital allocation strategy”

“We remain focused on integrating Calpine, capturing the value of our expanded fleet and investing in opportunities that generate attractive returns.”

“Growth in overall volumes, transactions and accounts, coupled with recurring revenue growth, highlight the underlying performance of our business in the second quarter”

“While we are adjusting our 2026 outlook, we are reiterating our expected medium-term growth rates.”

“Our first quarter results reflect the strength and consistency of our business model, with broad-based growth across both of our segments”

“We delivered revenue above our guidance range and beat expectations and achieving high-teens growth in non-GAAP EPS while continuing to invest in innovation.”

“Our June quarter financial performance demonstrates the strength of our operating model and the significant leverage embedded in the business as revenue recovers.”

“Our second quarter financial results were consistent with expectations and marked our first full quarter operating as a pure-play commerce solutions provider”

“Our performance further validates the importance of our scale and distribution and our ability to deliver sustainable growth, margin expansion, and free cash flow.”

“The raise in full year Adjusted Earnings per Diluted Share outlook reflects strong first quarter performance and sustainable operational momentum. Our confidence in the business is supported by durability across the enterprise and our commitment to disciplined capital allocation”

“We continue to convert strong top-line growth into faster earnings and significant cash generation”

“As the cloud and other data-intensive workloads continue to expand, we remain confident in the long-term growth trajectory of our business, further margin expansion, and strong free cash flow generation”

“For our fiscal first quarter of 2027, at the midpoint of the ranges provided in the table below, we expect revenue of $4.1 billion, non-GAAP gross margin of 55.5%, and non-GAAP EPS of $4.00.”

“Our strong balance sheet and cash flow continue to provide significant financial flexibility, enabling us to invest for growth while returning more than $560 million to shareholders in the first half of the year through disciplined share repurchases”

“We believe this balanced approach positions Zebra to create long-term shareholder value.”

“We are very pleased with our record business performance during the quarter, which set new June quarter records for both EPS and operating cash flow”

“Our installed base of active devices also reached a new all-time high across all major product categories and geographic segments.”

“Exelon delivered second quarter 2026 adjusted operating earnings of $0.43 per share, in line with the expectations we discussed on our first quarter call”

“Through the first half of the year, we remain on track to deliver full-year operating earnings of $2.81 to $2.91 per share and annualized earnings growth near the top end of 5% to 7% from 2025 through 2029.”

“We are executing our AI transformation with the financial discipline that has long defined GoDaddy, and our second quarter results reflect that”

“We delivered solid revenue growth, expanded profitability and strong free cash flow, while maintaining our disciplined, returns-based approach to capital allocation through substantial share buybacks.”

“Our second quarter results reflect the continued strength and consistency of our business model, with growth across all three of our operating segments and strong free cash flow generation.”

“While the demand environment remains pressured at our Norwegian Cruise Line brand, we continue to execute on disciplined cost and sourcing initiatives, and have identified an additional $100 million of expected annualized run-rate savings primarily related to technology vendors”

“We remain disciplined in managing our cost structure and over the past three years we have identified over $500 million in savings.”

“Second quarter revenues grew 17% and non-GAAP net income per share grew 11%, marking our second consecutive quarter of double-digit growth on both measures”

“By the end of the second quarter, we had fully repaid the Sanofi Development Balance, which represented the outstanding amount due to Sanofi for their funding of prior collaboration development activities.”

“Our second quarter results reflect disciplined execution and the resilience of our operating model. We delivered 4.1% constant currency revenue growth and 40 basis points of adjusted operating margin expansion year-over-year, despite a complex environment”

“In the first half of 2026, we deployed $1.6 billion on share repurchases and $1.3 billion on acquisitions aligned with our AI builder strategy.”

“Our disciplined and targeted capital allocation strategy fueled Segment Adjusted EBITDAR growth across our Las Vegas Strip Resorts, record setting results at several of our Regional Operations, and market share gains at MGM China”

“We will continue to allocate growth capital to drive significant returns on investment with meaningful opportunities at our Las Vegas luxury offerings.”

“We delivered a strong quarter to close out the fiscal year, highlighted by Microsoft Cloud revenue of $59.3 billion, up 27% year-over-year”

“This performance to date and the visibility we have into our Q4 pipeline gives us confidence in raising the midpoint of our ARR guidance for the full year”

“2026 has been a very strategic and beneficial year in the capital markets for Public Storage, setting up our balance sheet and value creation engine for years to come”

“Year-to-date, we have had $5.9 billion of debt capital markets activity and $6.0 billion of common share and partnership unit issuance or committed issuance.”

“The business is firing on all cylinders”

“We delivered record revenues and drove new highs across equity, option, and event contract volumes, as we continue to win market share.”

“We delivered solid second quarter performance, and are on track to deliver on our full year sales and margin targets 2 . We remain focused on executing our strategy and progressing our priorities, while navigating the dynamic operating environment.”

“Our third quarter results reflect the growing durability of our performance across both the top and bottom line, giving us confidence in the trajectory of our business”

“We are focused on what we can control amid a dynamic operating environment — executing our Back to Starbucks plan with discipline to drive connection, community and long-term value for our customers, partners, and shareholders.”

“We delivered strong top and bottom-line results for the second quarter highlighted by solid recurring revenue growth and free cash flow of $118.5 million, up nearly 35%, and a record for a second quarter”

“During the quarter, we strategically deployed significant capital through the acquisition of For the Record for $213 million in cash and the use of $505 million for share repurchases.”

“This quarter was the strongest in Bloom’s history, with profitable growth and positive operating cash flow, and we are pleased to raise our full-year outlook.”

“Our financial performance reflects the strength of our plan and the dedication of our teams”

“We remain on track with our 2026 operating EPS guidance and are managing costs and capital with discipline so DTE can continue investing for the future to benefit our customers.”

“Ford delivered another solid quarter, reflecting a resilient underlying business and disciplined execution”

“Our team is improving the way we operate — sharpening our industrial system, fundamentally reducing costs, and partnering in global markets for speed and efficiency.”

“Our second quarter net income and Adjusted EBITDA benefited from better-than-expected RevPAR growth and $17 million of non-RevPAR items that had previously been expected to occur in the second half of the year.”

“Capital expenditures are projected to be in the range of $700-$750 million and research and development expenses are estimated to be in the range $450-$480 million in 2026.”

“For the September quarter, we anticipate revenue of $1,010 million to $1,060 million, with non-GAAP diluted earnings per share of $1.27 at the mid-point of the revenue range”

“Cadence delivered excellent results for the second quarter of 2026, with broad-based strength driving double-digit growth across all our businesses”

“With a record backlog and continued business momentum, we are now raising our 2026 outlook to 19% revenue growth, non-GAAP operating margin to 44.25%, non-GAAP EPS to $8.10, and operating cash flow to $2 billion at the midpoint.”

“We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution, including volume upside driven by higher factory yields and improved cycle times”

“AI-driven compute continues to strengthen, and to support expected growth this year and next across products and foundry, we are meaningfully increasing our investments in equipment, clean room space, and substrates.”

“In the second quarter we delivered solid results and closed the sale of our Fiber and Small Cell businesses for $8.4 billion of net proceeds”

“Consistent with our capital allocation framework and investment grade balance sheet, following the close of the sale transaction we completed $1 billion of share repurchases and repaid more than $7 billion of debt.”

“Although we faced revenue headwinds late in the second quarter, we continued to focus on the fundamentals of our business, including driving productivity, strengthening our portfolio, and generating free cash flow”

“In a quarter like this, it is critical that our financial and operational discipline remains strong and that we continue to invest for growth while returning value to shareholders through our dividend.”

“Despite near-term challenges, our balance sheet remains strong, cash flow generation is healthy, and we have significant flexibility to reinvest in our business through our disciplined and balanced approach to capital allocation”

“Q2 was an outstanding quarter that highlights ServiceNow’s broad based demand, strong execution, and operating leverage”

“Once again, we beat the high end of our guidance range across every topline and profitability metric.”

“This quarter's broad-based strength across the business gives us the conviction to raise our full-year guidance”

“Moving forward we are leaning into our $1B share repurchase authorization as we continue to balance investment in the business with returning cash to shareholders.”

“Synchrony delivered strong second quarter results, highlighted by record purchase volume, accelerated growth in ending loan receivables despite elevated payment behavior, and continued strength in credit”

“In the September quarter, we expect earnings per share to grow over prior year to $2.00 to $2.50 on an operating margin of 11 to 13 percent”

“Non‑fuel unit cost performance is expected to improve modestly from the June quarter with further progression in the December quarter as capacity growth begins to normalize.”

“Our strong operating model generates significant and durable cash flows”

“Since 2019, we have delivered 9% annualized adjusted EBITDA growth.”

“The continued momentum of our financial performance was recognized by Moody's with a credit rating upgrade and a continued positive outlook”

“We delivered strong fiscal second quarter results, marked by significant year-over-year revenue growth, adjusted gross margin expansion, and nearly fourfold growth in adjusted earnings per share”

“Our demonstrated ability to drive operating leverage gives us confidence in continued earnings expansion and long-term value creation for customers and shareholders.”

“Q2 consolidated revenue grew 48% year-over-year to a record $22.2 billion. Adjusted EBITDA increased 52% year-over-year to a record $15.2 billion, representing 69% of revenue”

“In Q3 we expect consolidated revenue growth to increase 84% year-over-year to $29.4 billion, with non-GAAP operating margin stable at 67% reflecting our strong operating leverage.”

“We are pleased to have delivered results ahead of expectations on both revenue and EPS”

“As we look to FY27, we are entering the year with strong momentum, a resilient operating foundation, and a clear path to deliver durable growth.”

“Our first quarter results exceeded guidance on all metrics, reflecting another quarter of broad-based growth and profitability”

“We’re pleased with the raised fiscal 2027 guidance and energized by the large and growing opportunity ahead.”

“We are executing ahead of our M&A integration plans and improving profitability across our businesses, which keeps us firmly on track to achieve 40% adjusted free cash flow margin in FY28”

“We drove high profitability and cash generation this quarter through continued operational discipline as well as executing ahead of schedule against Juniper Networks and Catalyst cost synergies”

“Based on our performance, we are raising our fiscal 2026 guidance and introducing a fiscal 2027 financial growth framework.”