CFOs on the record, week 45 of 2026

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

“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 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.”

“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.”

“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.”

“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.”

“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 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.”

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