CFOs on the record, week 32 of 2026

“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 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”

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

“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.”