DocuSign(DOCU) - 2026 Q3 - Earnings Call Presentation
2025-12-04 22:00
Q3 FY26 Performance - Total revenue reached $818 million, reflecting an 8% year-over-year growth[14] - Billings amounted to $829 million, demonstrating a 10% year-over-year increase[14] - The non-GAAP operating margin was 314%, resulting in $263 million[14] - Free cash flow represented 32% of the free cash flow margin[14] Financial Guidance - Q4 FY26 total revenue is projected to be between $825 million and $829 million, indicating a 7% year-over-year change[73] - Q4 FY26 billings are expected to range from $992 million to $1002 billion, reflecting an 8% year-over-year growth[73] - FY26 total revenue is forecasted to be between $3208 billion and $3212 billion, representing an 8% year-over-year increase[75] - FY26 billings are projected to be between $3379 billion and $3389 billion, indicating a 9% year-over-year growth[75] International Growth - International revenue grew by 14% year-over-year in Q3 FY26[41] - International revenue accounted for 30% of the total revenue in Q3 FY26[41]
Samsara (IOT) - 2026 Q3 - Earnings Call Presentation
2025-12-04 22:00
Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth, industry developments and trends, the calculation of certain of our financial and operating metrics, capital expenditures, future p ...
Argan(AGX) - 2026 Q3 - Earnings Call Presentation
2025-12-04 22:00
Financial Highlights - Q3 2026 consolidated revenues reached $251 million, a 2% decrease year-over-year but a 6% increase sequentially compared to Q2 2026[5] - Q3 2026 earnings per diluted share increased by 9% year-over-year to $2.17[5] - Q3 2026 EBITDA was $40.3 million, representing 16% of revenue[5] - The quarterly dividend increased by 33% to $0.50 per common share[5] Backlog and Projects - The project backlog reached a record of approximately $3.0 billion as of October 31, 2025[5] - The current backlog represents approximately 6GW in new energy builds[5] - Recent additions to the backlog include a 1,350 MW combined cycle power plant and an 860 MW natural gas-fired power plant, both in Texas[5] - Natural Gas projects account for 79% of the backlog, Renewable projects 16%, and Industrial projects 5%[20] Market Drivers and Growth - Electricity demand is projected to increase by 25% by 2030 and 78% by 2050[21, 40] - Data center power demand is projected to double to 945 TWh by 2030[14] - Electricity demand from EVs is projected to reach 780 TWh in 2030, increasing from 180 TWh in 2024[16] Balance Sheet and Capital Allocation - Cash, cash equivalents, and investments totaled $727 million as of October 31, 2025[28] - Net liquidity was $377 million as of October 31, 2025[28] - $109.6 million has been returned to shareholders through share repurchases since November 2021[33]
HPE(HPE) - 2025 Q4 - Earnings Call Presentation
2025-12-04 22:00
1 Forward -looking statements This presentation contains forward -looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 . Such statements involve risks, uncertainties, and assumptions . If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of Hewlett Packard Enterprise Company and its consolidated subsidiaries ("Hewlett Packard Enterprise") may differ materially from those expressed or implied by s ...
The Cooper Companies(COO) - 2025 Q4 - Earnings Call Presentation
2025-12-04 22:00
CooperCompanies | | | | FY26 Guidance | Q1 2026 Guidance | | --- | --- | --- | --- | --- | | | Total | $4,299 - | $4,338 | $1,019 - $1,030 | | | | (4.5% - | 5.5% organic growth) | (3% - 4% organic growth) | | e | | | | | | u n e | CooperVision | $2,900 - | $2,925 | $693 - $700 | | v | | (4.5% - | 5.5% organic growth) | (3.5% - 4.5% organic growth) | | e R | | | | | | | CooperSurgical | $1,399 - | $1,413 | $327 - $330 | | | | (4% - | 5% organic growth) | (2% - 3% organic growth) | | P | | | | | | A A | EPS | ...
SentinelOne(S) - 2026 Q3 - Earnings Call Presentation
2025-12-04 21:30
Q3 FY2026 Earnings Presentation December 4, 2025 Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "pre ...
ChargePoint(CHPT) - 2026 Q3 - Earnings Call Presentation
2025-12-04 21:30
© 2025 ChargePoint Holdings, Inc. 2 • ChargePoint has provided historical financial information in this presentation that has not been prepared in accordance with generally accepted accounting principles in the United States ("GAAP"). ChargePoint uses these non-GAAP financial measures internally in analyzing its financial results. ChargePoint believes that the use of these non-GAAP financial measures is useful to investors to evaluate ongoing operating results and trends and believes they provide meaningful ...
Pliant Therapeutics (NasdaqGS:PLRX) FY Earnings Call Presentation
2025-12-04 17:30
Developing Novel Integrin-Based Therapeutics DECEMBER 2025 © 2025 PLIANT THERAPEUTICS Disclaimers This presentation has been prepared by Pliant Therapeutics, Inc. ("we," "us," "our," "Pliant" or the "Company"). The information set forth herein does not purport to be complete or to contain all of the information you may desire. Statements contained herein are made as of the date of this presentation unless stated otherwise, and this presentation shall not under any circumstances create an implication that th ...
Methode Electronics(MEI) - 2026 Q2 - Earnings Call Presentation
2025-12-04 16:00
Methode Electronics Earnings Presentation Second Quarter Fiscal 2026 December 4, 2025 Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect, when made, our current views with respect to current events and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to our operations and business environment, which may cause our actual resu ...
Hovnanian Enterprises(HOV) - 2025 Q4 - Earnings Call Presentation
2025-12-04 16:00
Financial Performance - Total revenues for Q4 2025 were $818 million, compared to guidance of $750-$850 million[11] - Adjusted homebuilding gross margin for Q4 2025 was 163%, within the guidance of 150%-165%[11] - Income from unconsolidated joint ventures was $13 million in Q4 2025, exceeding the guidance of $8-$12 million[11] - Adjusted EBITDA for Q4 2025 was $89 million, compared to guidance of $77-$87 million[11] - Adjusted income before income taxes for Q4 2025 was $49 million, compared to $126 million in Q4 2024[15] - Adjusted homebuilding gross margin decreased from 217% in Q4 2024 to 163% in Q4 2025[15] Contracts and Traffic - Contracts, including domestic unconsolidated joint ventures, decreased from 1,571 in Q4 2024 to 1,450 in Q4 2025[19] - The company's total liquidity was $2728 million in cash and cash equivalents, $63 million in restricted cash, and $1250 million available under a senior secured revolving credit facility as of October 31, 2025[8] - Total lots controlled were 38,742 as of October 31, 2025[49] - Option deposits as of October 31, 2025, were $3332 million[84]