revenue

BorgWarner increases 2026 adjusted EPS guidance to $5.20-$5.35 while expecting $300M turbine generator revenue in 2027 (NYSE:BWA)

Earnings Call Insights: BorgWarner (BWA) Q3 2026

Management View

  • “In the quarter, we achieved sales of just under $3.5 billion” and “our light vehicle eProduct sales were up 33%, primarily due to European growth,” said President, CEO & Director Joseph Fadool.

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NXP outlines $3.85B Q4 revenue and 60% 2027 gross margin as it adds $5B buyback (NASDAQ:NXPI)

Earnings Call Insights: NXP Semiconductors N.V. (NXPI) Q3 2026

Management View

  • “In Q3, we exceeded our outlook across all end markets” and “Revenue was $3.79 billion” with “non-GAAP operating margin” of “37%” and “non-GAAP EPS” of “$4.20” (CEO, President & Executive Director Rafael Sotomayor).

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Rogers forecasts Q4 revenue of $215M-$225M with 16% adjusted EBITDA increase (NYSE:ROG)

Earnings Call Insights: Rogers Corporation (ROG) Q3 2026

Management View

  • “We delivered another quarter of meaningful year-over-year improvement in our financial performance with higher sales across all end markets and stronger profitability and cash flow generation.” (CEO, President & Director Ali El-Haj)

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Greenbrier anticipates $2.8B-$3.2B revenue and $2.75-$3.75 EPS in fiscal 2027 as leasing expands (NYSE:GBX)

Earnings Call Insights: The Greenbrier Companies (GBX) Q4 fiscal 2026

Management View

  • “Fiscal 2026 was a year marked by significant macroeconomic factors, including geopolitical uncertainty, wars, shifting tariff and trade policies and higher interest costs, leading many of our customers to extend the timing

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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Agilysys raises FY2027 revenue outlook to $374M-$378M with at least 34% subscription growth (NASDAQ:AGYS)

Earnings Call Insights: Agilysys, Inc. (AGYS) Q2 fiscal 2027

Management View

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Amkor anticipates Q4 revenue of $1.9B-$2.0B while narrowing 2026 CapEx to around $2.5B (NASDAQ:AMKR)

Earnings Call Insights: Amkor Technology (AMKR) Q3 2026

Management View

  • “Amkor delivered a strong third quarter with revenue of approximately $2 billion.” (CEO, President & Director Kevin Engel)
  • “For the second consecutive quarter, we achieved record revenue in both Computing and

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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Enova expects Q4 2026 adjusted EPS up 30% to 35% year-over-year as revenue growth holds around 25% (NYSE:ENVA)

Earnings Call Insights: Enova International (ENVA) Q3 2026

Management View

  • “We’re pleased to report another quarter of healthy growth in credit as originations, receivables, revenue and adjusted EPS all grew 25% or more year-over-year,” said CEO Steven Cunningham. “Originations growth was strong across both consumer

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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AppFolio anticipates $1.122B-$1.127B 2026 revenue while guiding 26.5%-27.5% non-GAAP operating margin (NASDAQ:APPF)

Earnings Call Insights: AppFolio (APPF) Q3 2026

Management View

  • “Q3 was another quarter of strong, consistent performance for AppFolio.” (President, CEO & Chairman Shane Trigg) “Revenue reached $296 million, a 19% year-over-year increase.” (President, CEO & Chairman Trigg) “Non-GAAP operating income was 27.3% of revenue and GAAP operating income was 19.4% of revenue.” (President, CEO & Chairman Trigg) “Units on platform

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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NVE expects 14%-16% effective tax rate while forecasting second-half revenue consistent with first half (NASDAQ:NVEC)

Earnings Call Insights: NVE Corporation (NVEC) Q2 fiscal 2027

Management view

  • “We’re pleased to report solid revenue and earnings for the quarter, driven by a 67% increase in distributor sales.” (CEO, President & Director Peter Eames)

  • “Net margins increased to

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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Integra outlines $1.634B-$1.654B 2026 revenue outlook as Cincinnati disruption extends into Q2 2027 (NASDAQ:IART)

Earnings Call Insights: Integra LifeSciences (IART) Q3 2026

Management View

  • “For the third quarter, we delivered revenue of $411 million, which was at the low end of our guidance range” (CEO, President & Chairman Stuart Essig). “We delivered adjusted earnings per share of $0.59 and generated $96 million of operating

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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Neptune projects about $238M of 2027 revenue with about 61% adjusted EBITDA margin as Atlas+ adoption expands (NYSE:NP)

Earnings Call Insights: Neptune Insurance Holdings Inc. (NP) Q3 2026

Management View

  • “The third quarter was another record for Neptune. Revenue grew 34% year-over-year to $59.6 million. Adjusted EBITDA grew 38% to $36.8 million at a 62% margin, an improvement of 147 basis points from a year ago.” (President & Chief

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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