Acxiom held a conference call to discuss its financial results for the third quarter of fiscal year 2018, ending February 6, 2018. It reported revenue of $235 million, an increase of 5% year-over-year. Gross profit was $119 million, an increase of 11% year-over-year. It reorganized into three divisions: Audience Solutions, Connectivity, and Marketing Services. For fiscal year 2018, Acxiom expects revenue between $910-915 million and non-GAAP diluted earnings per share between $0.85-0.89. It also provided details on segment results, cash flow, tax reform impacts, and capital expenditure guidance.
- Acxiom held a Q2 FY18 conference call on November 1, 2017 to discuss financial results.
- Connectivity segment revenue grew 58% year-over-year to $52 million in Q2 FY18 due to growth in LiveRamp customers and recurring revenue.
- Total company revenue for Q2 FY18 increased 4% year-over-year to $225 million. Non-GAAP operating income grew 27% to $31 million and non-GAAP EPS was $0.22 compared to $0.04 in the prior year.
- For FY18, Acxiom expects revenue of $920-930 million and non-GAAP EPS of $0
Acxiom held a Q1 FY19 conference call on August 9, 2018 to discuss financial results and the proposed sale of Acxiom Marketing Solutions to Interpublic Group. Key highlights include:
1) Acxiom signed a definitive agreement to sell Acxiom Marketing Solutions to Interpublic Group for $2.3 billion, sharpening its focus on its LiveRamp identity platform.
2) In Q1 FY19, LiveRamp revenue grew 34% year-over-year excluding Facebook, demonstrating a predictable recurring revenue model.
3) Acxiom provided fiscal 2019 guidance of $935-955 million in revenue and $0.90-0.95 non-GAAP
- Acxiom reported financial results for Q4 FY18 with total revenue of $245 million, up 9% year-over-year. Marketing Services revenue was $99 million, up 5% year-over-year.
- The company discussed trends over the past three years of improved adjusted revenue growth, expanded non-GAAP margins, and increased free cash flow.
- Acxiom gained over 20 new logos in FY18 and saw momentum in key solutions addressing clients' strategy goals like identity management and data integration.
- Acxiom reported financial results for its fourth quarter of fiscal year 2018, ending March 31, 2018. Revenue increased 9% year-over-year to $245 million. Gross profit grew 16% to $123 million and gross margin expanded 300 basis points.
- Marketing Services revenue grew 5% globally to $99 million. Gross margin increased 500 basis points to 38.1% and segment EBITDA was relatively flat at $26 million.
- Connectivity delivered the strongest growth with revenue up 30% to $57 million. Gross margin expanded 710 basis points to 69.9% and segment EBITDA more than doubled.
- The company realized a tax benefit from US tax reform, which added
Acxiom held a Q1 FY19 conference call on August 9, 2018 to discuss financial results and the proposed sale of Acxiom Marketing Solutions to Interpublic Group. Key highlights included:
- The sale of AMS to IPG for $2.3 billion remains on track to close in Q3 pending shareholder approval.
- LiveRamp revenue grew 34% year-over-year to $62 million in Q1, with subscription revenue up 38%.
- Overall company revenue was $227 million in Q1, up 7% year-over-year excluding Facebook.
- Guidance for FY19 expects revenue between $935-955 million and non-GAAP
- LiveRamp reported Q2 FY19 revenue of $65 million, up 20% year-over-year. Subscription revenue grew 30% year-over-year to $55 million.
- Gross margin improved 100 basis points year-over-year to 69%. Operating loss was $14 million, compared to an operating loss of $11 million in the prior year.
- For FY19, LiveRamp is confirming revenue guidance of $275-285 million, representing 25-30% growth over FY18. Non-GAAP operating loss is expected to be $64-52 million.
The document provides Curtiss-Wright's earnings results for 4Q and full year 2017, as well as their business outlook for 2018. Some key highlights include:
- Net sales grew 8% in 2017, with 5% organic growth and contribution from acquisitions
- Operating margin was 15.0% in 2017, exceeding expectations
- Diluted EPS grew 14% to $4.80 in 2017
- Free cash flow was $336 million in 2017, with a conversion rate of 156%
- For 2018, the company expects higher sales, operating income, margins and EPS, along with continued strong free cash flow.
- In the second quarter of fiscal year 2017, the company reported net revenue of $551 million, gross margin of 64.1% excluding special items, and earnings per share of $0.46 excluding special items.
- The company returned $155 million to shareholders in the quarter through $94 million in dividends and $61 million in stock repurchases.
- For the third quarter of fiscal year 2017, the company expects revenue between $555-595 million and earnings per share between $0.49-0.55 excluding special items.
- Acxiom held a Q2 FY18 conference call on November 1, 2017 to discuss financial results.
- Connectivity segment revenue grew 58% year-over-year to $52 million in Q2 FY18 due to growth in LiveRamp customers and recurring revenue.
- Total company revenue for Q2 FY18 increased 4% year-over-year to $225 million. Non-GAAP operating income grew 27% to $31 million and non-GAAP EPS was $0.22 compared to $0.04 in the prior year.
- For FY18, Acxiom expects revenue of $920-930 million and non-GAAP EPS of $0
Acxiom held a Q1 FY19 conference call on August 9, 2018 to discuss financial results and the proposed sale of Acxiom Marketing Solutions to Interpublic Group. Key highlights include:
1) Acxiom signed a definitive agreement to sell Acxiom Marketing Solutions to Interpublic Group for $2.3 billion, sharpening its focus on its LiveRamp identity platform.
2) In Q1 FY19, LiveRamp revenue grew 34% year-over-year excluding Facebook, demonstrating a predictable recurring revenue model.
3) Acxiom provided fiscal 2019 guidance of $935-955 million in revenue and $0.90-0.95 non-GAAP
- Acxiom reported financial results for Q4 FY18 with total revenue of $245 million, up 9% year-over-year. Marketing Services revenue was $99 million, up 5% year-over-year.
- The company discussed trends over the past three years of improved adjusted revenue growth, expanded non-GAAP margins, and increased free cash flow.
- Acxiom gained over 20 new logos in FY18 and saw momentum in key solutions addressing clients' strategy goals like identity management and data integration.
- Acxiom reported financial results for its fourth quarter of fiscal year 2018, ending March 31, 2018. Revenue increased 9% year-over-year to $245 million. Gross profit grew 16% to $123 million and gross margin expanded 300 basis points.
- Marketing Services revenue grew 5% globally to $99 million. Gross margin increased 500 basis points to 38.1% and segment EBITDA was relatively flat at $26 million.
- Connectivity delivered the strongest growth with revenue up 30% to $57 million. Gross margin expanded 710 basis points to 69.9% and segment EBITDA more than doubled.
- The company realized a tax benefit from US tax reform, which added
Acxiom held a Q1 FY19 conference call on August 9, 2018 to discuss financial results and the proposed sale of Acxiom Marketing Solutions to Interpublic Group. Key highlights included:
- The sale of AMS to IPG for $2.3 billion remains on track to close in Q3 pending shareholder approval.
- LiveRamp revenue grew 34% year-over-year to $62 million in Q1, with subscription revenue up 38%.
- Overall company revenue was $227 million in Q1, up 7% year-over-year excluding Facebook.
- Guidance for FY19 expects revenue between $935-955 million and non-GAAP
- LiveRamp reported Q2 FY19 revenue of $65 million, up 20% year-over-year. Subscription revenue grew 30% year-over-year to $55 million.
- Gross margin improved 100 basis points year-over-year to 69%. Operating loss was $14 million, compared to an operating loss of $11 million in the prior year.
- For FY19, LiveRamp is confirming revenue guidance of $275-285 million, representing 25-30% growth over FY18. Non-GAAP operating loss is expected to be $64-52 million.
The document provides Curtiss-Wright's earnings results for 4Q and full year 2017, as well as their business outlook for 2018. Some key highlights include:
- Net sales grew 8% in 2017, with 5% organic growth and contribution from acquisitions
- Operating margin was 15.0% in 2017, exceeding expectations
- Diluted EPS grew 14% to $4.80 in 2017
- Free cash flow was $336 million in 2017, with a conversion rate of 156%
- For 2018, the company expects higher sales, operating income, margins and EPS, along with continued strong free cash flow.
- In the second quarter of fiscal year 2017, the company reported net revenue of $551 million, gross margin of 64.1% excluding special items, and earnings per share of $0.46 excluding special items.
- The company returned $155 million to shareholders in the quarter through $94 million in dividends and $61 million in stock repurchases.
- For the third quarter of fiscal year 2017, the company expects revenue between $555-595 million and earnings per share between $0.49-0.55 excluding special items.
This document provides an overview of CNO Financial Group's financial and operating results for the first quarter of 2018 compared to the first quarter of 2017. Some key highlights include:
- Net operating income per share increased 29% to $0.44. Excluding significant items, net operating EPS increased 6% to $0.43.
- Book value per share, excluding AOCI, increased 2% sequentially to $21.94.
- Health margins were in line with expectations, with the supplemental health benefit ratio at 54.4% and the long-term care benefit ratio at 72.6%.
- Total collected premiums decreased 1.3% while annuity account values increased 3.8%.
-
1) The document discusses forward-looking statements and non-GAAP financial information presented by Morgan Stanley at its 5th Annual Laguna Conference on September 13, 2017.
2) It provides an overview of Ingersoll Rand, including its history, market capitalization, revenues, business segments, brands, and focus on global megatrends related to climate change, urbanization, and efficiency.
3) Ingersoll Rand has executed a consistent strategy focused on operational excellence, organic growth, dynamic capital allocation, and a winning culture, delivering top-tier revenue growth, margins, cash flow, and returns over recent years.
UGI reported record fiscal year 2016 earnings despite warm weather. Earnings were driven by contributions from growth initiatives and acquisitions. Looking ahead, UGI expects continued earnings growth of 16% in fiscal year 2017 from ongoing organic growth, strategic investments, and a return to more normal weather. UGI is well positioned for further growth with a strong balance sheet and cash flows.
- Maxim Integrated updated its business model to target revenue growth of 50% above market levels annually through focus on key markets like automotive, industrial, and data centers.
- The financial model update includes targets of 67-70% gross margin, operating expenses growing at less than half the revenue rate, and over 35% free cash flow margin.
- Maxim expects long term growth above market levels in automotive and industrial, and at market levels for communications and data centers. The updates aim to drive higher profitability and return more cash to shareholders.
- Libbey Inc. held its Q3 2018 earnings call on November 6, 2018 to discuss financial results and business updates.
- Net sales for Q3 2018 increased 1.8% year-over-year to $190.8 million, while Adjusted EBITDA declined 19.6% to $16.1 million.
- New products launched in the quarter drove 8.3% of sales, and e-commerce sales grew 46% year-over-year to represent 12% of U.S. and Canada retail sales.
Acxiom FY17 Third Quarter Earnings Callacxiom2016ir
Acxiom reported its financial results for the third quarter of fiscal year 2017, ending December 31, 2016. Total revenue increased 1% year-over-year to $223 million. Gross profit increased 12% to $107 million and gross margin improved 460 basis points to 47.8%. Adjusted EBITDA increased 50% to $33 million and adjusted earnings per share increased to $0.24 from $0.18 in the prior year period. The company also provided guidance for fiscal year 2017, estimating revenue of $870-875 million and non-GAAP diluted earnings per share of approximately $0.70.
Rockwell Automation reported financial results for the second quarter and first half of fiscal year 2018. Key highlights included:
- Organic sales growth of 3.5% in Q2 and 4.4% for the first half, led by heavy industries.
- Segment operating margin expanded 190 basis points in Q2 to 20.9% and 150 basis points for the first half to 21.6%.
- Adjusted EPS grew 22% in Q2 to $1.89 and grew 17% for the first half to $3.85.
- Free cash flow conversion was 108% for the first half.
- Guidance for fiscal year 2018 adjusted EPS was increased to a range
- The company reported second quarter 2017 revenue of $1.68 billion, which was slightly above the guidance range of $1.675-1.725 billion. Non-GAAP diluted EPS was $0.76, above the guidance range of $0.67-0.72.
- For Q3 2017, the company expects revenue in the range of $1.7-1.8 billion, GAAP diluted EPS of $0.65-0.70, and non-GAAP diluted EPS of $0.72-0.77.
- The CEO remarked that the company had consistent gross and operating margins in Q2 2017, expanded non-GAAP EPS, solid cash flow from
The document provides an overview of Belden Inc., a global signal transmission solutions company. It discusses Belden's five business platforms - Broadcast, Enterprise, Connectivity, Industrial Connectivity, and Network Security. For each segment, it provides the market size, Belden's market share, revenue, and EBITDA margin. Additionally, it summarizes Belden's financial performance over time, capital deployment strategy, and three-year financial goals to further improve margins and returns.
The document discusses Acxiom's financial results for the first quarter of fiscal year 2018. It provides revenue, gross profit, operating income, net income, and earnings per share for Q1 2018 compared to Q1 2017. Some key highlights include total revenue declining 1% year-over-year to $213 million. Gross profit increased 7% to $99 million and gross margin improved 360 basis points. Operating loss was $6 million compared to operating income of $22 million last year.
- Net revenue for the third quarter of fiscal year 2016 was $555 million, down 4% from the previous year. Earnings per share were $0.41 excluding special items, up 3% from the previous year.
- Free cash flow on a trailing twelve month basis was $681 million, or 31% of revenue. The company returned $170 million to shareholders in the form of dividends and share repurchases.
- Guidance for the fourth quarter of fiscal year 2016 forecasts revenue between $555-595 million and earnings per share between $0.45-0.51 excluding special items.
This document provides a summary of Nielsen's Q1 2017 earnings results. Key points include:
- Revenue was $1.53 billion, up 3.2% in constant currency. Watch segment revenue grew 11.1% driven by total audience and Gracenote. Buy segment revenue declined 3.7% with challenges in developed markets.
- Adjusted EBITDA was $422 million, up 4.7% in constant currency.
- Nielsen reiterated its full-year 2017 guidance.
Cisco reported financial results for its first quarter of fiscal year 2017. Total revenue increased 1% year-over-year to $12.352 billion. Non-GAAP earnings per share grew 3% to $0.61. Service provider orders declined 12% year-over-year, impacting overall product order decline of 2%. Cisco continues to shift its business model to more recurring revenue streams such as software and subscriptions, with product deferred revenue from these areas growing 48% year-over-year. Cisco delivered results in line with its guidance while facing headwinds in some markets.
Masco Corporation reported first quarter 2018 results. Revenue increased 8% to $1.92 billion due to growth in the Plumbing and Decorative Architectural segments and the North American Windows business. Operating profit decreased to $250 million due to $30 million in strategic growth investments and a lag in passing along price increases. Management affirmed its annual earnings guidance range of $2.48 to $2.63 per share.
The document provides an overview of Verifone's Q4 FY16 financial results. Some key points:
- Revenue and profitability were better than outlook, though down year-over-year due to factors like EMV at the pump being pushed out.
- North America performance was consistent with expectations, while Latin America contributed to revenue strength.
- Services revenue grew 16% year-over-year with over 45% gross margin.
- Guidance for FY17 anticipates revenue of $1.895-1.91 billion and non-GAAP EPS of $1.35-1.39.
- Net revenue for the second quarter of fiscal 2016 was $511 million, down 10% from the previous year. Earnings per share were $0.32 excluding special items, down 3% from the previous year.
- Free cash flow on a trailing twelve month basis was $703 million, up 6% from the previous year and representing 32% of revenue.
- Guidance for the third quarter of fiscal 2016 forecasts revenue between $535-575 million and earnings per share between $0.38-0.44 excluding special items.
- The company reported net revenue of $576 million for the first quarter of fiscal year 2018, gross margin of 66.9% excluding special items, and earnings per share of $0.60 excluding special items.
- For the second quarter of fiscal year 2018, the company expects revenue between $600-640 million, gross margin between 66-68% excluding special items, and earnings per share between $0.61-0.67 excluding special items.
- Over the last twelve months, the company generated $819 million in free cash flow, representing 35% of revenue, and returned $177 million to shareholders in the form of dividends and stock repurchases.
This document summarizes Cisco's Q3 Fiscal Year 2016 conference call. Some key points:
- Cisco delivered 3% year-over-year revenue growth to $12 billion despite an uncertain macro environment, with strength in security, collaboration, and next generation data center.
- Non-GAAP earnings per share grew 6% year-over-year. Cisco generated over $3 billion in operating cash flow and returned nearly $2 billion to shareholders.
- Momentum continues in key areas like security, collaboration, and transitioning revenue to recurring software and subscription models.
- Cisco provided financial guidance for Q4 FY2016, with projections for further revenue growth and earnings per share.
Integer delivered strong financial results in the first quarter of 2018. Sales grew organically by 9% compared to the first quarter of 2017, driven by growth across all product lines. Adjusted EBITDA increased 7% organically and adjusted net income increased 48% organically. Integer is increasing its full-year 2018 outlook and expects sales growth between 3-6% and adjusted EPS growth between 14-25%. The company also announced the planned sale of its Advanced Surgical and Orthopedics product lines for $600 million, which it expects will make Integer a more profitable and less leveraged company with similar cash flow.
Pitney Bowes reported their fourth quarter and annual financial results for 2008. Their adjusted earnings per share increased 8% for the quarter and 2% for the full year. On a GAAP basis, they reported earnings per share of $0.36 for the quarter and $2.00 for the full year. For 2009, they expect revenue to decline 4-7% due to currency impacts, and for adjusted earnings per share to be in the range of $2.55 to $2.75.
Pitney Bowes reported its fourth quarter and annual financial results for 2008. Adjusted earnings per share increased 8% for the quarter and 2% for the full year. Revenue declined 7% for the quarter due to currency fluctuations but increased 2% for the full year. The company expects revenue to decline 4-7% in 2009 due to currency impacts but for adjusted earnings per share to grow in the mid-single digit range compared to 2008.
This document provides an overview of CNO Financial Group's financial and operating results for the first quarter of 2018 compared to the first quarter of 2017. Some key highlights include:
- Net operating income per share increased 29% to $0.44. Excluding significant items, net operating EPS increased 6% to $0.43.
- Book value per share, excluding AOCI, increased 2% sequentially to $21.94.
- Health margins were in line with expectations, with the supplemental health benefit ratio at 54.4% and the long-term care benefit ratio at 72.6%.
- Total collected premiums decreased 1.3% while annuity account values increased 3.8%.
-
1) The document discusses forward-looking statements and non-GAAP financial information presented by Morgan Stanley at its 5th Annual Laguna Conference on September 13, 2017.
2) It provides an overview of Ingersoll Rand, including its history, market capitalization, revenues, business segments, brands, and focus on global megatrends related to climate change, urbanization, and efficiency.
3) Ingersoll Rand has executed a consistent strategy focused on operational excellence, organic growth, dynamic capital allocation, and a winning culture, delivering top-tier revenue growth, margins, cash flow, and returns over recent years.
UGI reported record fiscal year 2016 earnings despite warm weather. Earnings were driven by contributions from growth initiatives and acquisitions. Looking ahead, UGI expects continued earnings growth of 16% in fiscal year 2017 from ongoing organic growth, strategic investments, and a return to more normal weather. UGI is well positioned for further growth with a strong balance sheet and cash flows.
- Maxim Integrated updated its business model to target revenue growth of 50% above market levels annually through focus on key markets like automotive, industrial, and data centers.
- The financial model update includes targets of 67-70% gross margin, operating expenses growing at less than half the revenue rate, and over 35% free cash flow margin.
- Maxim expects long term growth above market levels in automotive and industrial, and at market levels for communications and data centers. The updates aim to drive higher profitability and return more cash to shareholders.
- Libbey Inc. held its Q3 2018 earnings call on November 6, 2018 to discuss financial results and business updates.
- Net sales for Q3 2018 increased 1.8% year-over-year to $190.8 million, while Adjusted EBITDA declined 19.6% to $16.1 million.
- New products launched in the quarter drove 8.3% of sales, and e-commerce sales grew 46% year-over-year to represent 12% of U.S. and Canada retail sales.
Acxiom FY17 Third Quarter Earnings Callacxiom2016ir
Acxiom reported its financial results for the third quarter of fiscal year 2017, ending December 31, 2016. Total revenue increased 1% year-over-year to $223 million. Gross profit increased 12% to $107 million and gross margin improved 460 basis points to 47.8%. Adjusted EBITDA increased 50% to $33 million and adjusted earnings per share increased to $0.24 from $0.18 in the prior year period. The company also provided guidance for fiscal year 2017, estimating revenue of $870-875 million and non-GAAP diluted earnings per share of approximately $0.70.
Rockwell Automation reported financial results for the second quarter and first half of fiscal year 2018. Key highlights included:
- Organic sales growth of 3.5% in Q2 and 4.4% for the first half, led by heavy industries.
- Segment operating margin expanded 190 basis points in Q2 to 20.9% and 150 basis points for the first half to 21.6%.
- Adjusted EPS grew 22% in Q2 to $1.89 and grew 17% for the first half to $3.85.
- Free cash flow conversion was 108% for the first half.
- Guidance for fiscal year 2018 adjusted EPS was increased to a range
- The company reported second quarter 2017 revenue of $1.68 billion, which was slightly above the guidance range of $1.675-1.725 billion. Non-GAAP diluted EPS was $0.76, above the guidance range of $0.67-0.72.
- For Q3 2017, the company expects revenue in the range of $1.7-1.8 billion, GAAP diluted EPS of $0.65-0.70, and non-GAAP diluted EPS of $0.72-0.77.
- The CEO remarked that the company had consistent gross and operating margins in Q2 2017, expanded non-GAAP EPS, solid cash flow from
The document provides an overview of Belden Inc., a global signal transmission solutions company. It discusses Belden's five business platforms - Broadcast, Enterprise, Connectivity, Industrial Connectivity, and Network Security. For each segment, it provides the market size, Belden's market share, revenue, and EBITDA margin. Additionally, it summarizes Belden's financial performance over time, capital deployment strategy, and three-year financial goals to further improve margins and returns.
The document discusses Acxiom's financial results for the first quarter of fiscal year 2018. It provides revenue, gross profit, operating income, net income, and earnings per share for Q1 2018 compared to Q1 2017. Some key highlights include total revenue declining 1% year-over-year to $213 million. Gross profit increased 7% to $99 million and gross margin improved 360 basis points. Operating loss was $6 million compared to operating income of $22 million last year.
- Net revenue for the third quarter of fiscal year 2016 was $555 million, down 4% from the previous year. Earnings per share were $0.41 excluding special items, up 3% from the previous year.
- Free cash flow on a trailing twelve month basis was $681 million, or 31% of revenue. The company returned $170 million to shareholders in the form of dividends and share repurchases.
- Guidance for the fourth quarter of fiscal year 2016 forecasts revenue between $555-595 million and earnings per share between $0.45-0.51 excluding special items.
This document provides a summary of Nielsen's Q1 2017 earnings results. Key points include:
- Revenue was $1.53 billion, up 3.2% in constant currency. Watch segment revenue grew 11.1% driven by total audience and Gracenote. Buy segment revenue declined 3.7% with challenges in developed markets.
- Adjusted EBITDA was $422 million, up 4.7% in constant currency.
- Nielsen reiterated its full-year 2017 guidance.
Cisco reported financial results for its first quarter of fiscal year 2017. Total revenue increased 1% year-over-year to $12.352 billion. Non-GAAP earnings per share grew 3% to $0.61. Service provider orders declined 12% year-over-year, impacting overall product order decline of 2%. Cisco continues to shift its business model to more recurring revenue streams such as software and subscriptions, with product deferred revenue from these areas growing 48% year-over-year. Cisco delivered results in line with its guidance while facing headwinds in some markets.
Masco Corporation reported first quarter 2018 results. Revenue increased 8% to $1.92 billion due to growth in the Plumbing and Decorative Architectural segments and the North American Windows business. Operating profit decreased to $250 million due to $30 million in strategic growth investments and a lag in passing along price increases. Management affirmed its annual earnings guidance range of $2.48 to $2.63 per share.
The document provides an overview of Verifone's Q4 FY16 financial results. Some key points:
- Revenue and profitability were better than outlook, though down year-over-year due to factors like EMV at the pump being pushed out.
- North America performance was consistent with expectations, while Latin America contributed to revenue strength.
- Services revenue grew 16% year-over-year with over 45% gross margin.
- Guidance for FY17 anticipates revenue of $1.895-1.91 billion and non-GAAP EPS of $1.35-1.39.
- Net revenue for the second quarter of fiscal 2016 was $511 million, down 10% from the previous year. Earnings per share were $0.32 excluding special items, down 3% from the previous year.
- Free cash flow on a trailing twelve month basis was $703 million, up 6% from the previous year and representing 32% of revenue.
- Guidance for the third quarter of fiscal 2016 forecasts revenue between $535-575 million and earnings per share between $0.38-0.44 excluding special items.
- The company reported net revenue of $576 million for the first quarter of fiscal year 2018, gross margin of 66.9% excluding special items, and earnings per share of $0.60 excluding special items.
- For the second quarter of fiscal year 2018, the company expects revenue between $600-640 million, gross margin between 66-68% excluding special items, and earnings per share between $0.61-0.67 excluding special items.
- Over the last twelve months, the company generated $819 million in free cash flow, representing 35% of revenue, and returned $177 million to shareholders in the form of dividends and stock repurchases.
This document summarizes Cisco's Q3 Fiscal Year 2016 conference call. Some key points:
- Cisco delivered 3% year-over-year revenue growth to $12 billion despite an uncertain macro environment, with strength in security, collaboration, and next generation data center.
- Non-GAAP earnings per share grew 6% year-over-year. Cisco generated over $3 billion in operating cash flow and returned nearly $2 billion to shareholders.
- Momentum continues in key areas like security, collaboration, and transitioning revenue to recurring software and subscription models.
- Cisco provided financial guidance for Q4 FY2016, with projections for further revenue growth and earnings per share.
Integer delivered strong financial results in the first quarter of 2018. Sales grew organically by 9% compared to the first quarter of 2017, driven by growth across all product lines. Adjusted EBITDA increased 7% organically and adjusted net income increased 48% organically. Integer is increasing its full-year 2018 outlook and expects sales growth between 3-6% and adjusted EPS growth between 14-25%. The company also announced the planned sale of its Advanced Surgical and Orthopedics product lines for $600 million, which it expects will make Integer a more profitable and less leveraged company with similar cash flow.
Pitney Bowes reported their fourth quarter and annual financial results for 2008. Their adjusted earnings per share increased 8% for the quarter and 2% for the full year. On a GAAP basis, they reported earnings per share of $0.36 for the quarter and $2.00 for the full year. For 2009, they expect revenue to decline 4-7% due to currency impacts, and for adjusted earnings per share to be in the range of $2.55 to $2.75.
Pitney Bowes reported its fourth quarter and annual financial results for 2008. Adjusted earnings per share increased 8% for the quarter and 2% for the full year. Revenue declined 7% for the quarter due to currency fluctuations but increased 2% for the full year. The company expects revenue to decline 4-7% in 2009 due to currency impacts but for adjusted earnings per share to grow in the mid-single digit range compared to 2008.
Pitney Bowes reported their fourth quarter and annual financial results for 2008. Their adjusted earnings per share increased 8% for the quarter and 2% for the full year. On a GAAP basis, they reported earnings per share of $0.36 for the quarter and $2.00 for the full year. For 2009, they expect revenue to decline 4-7% due to currency impacts, and for adjusted earnings per share to be in the range of $2.55 to $2.75.
Pitney Bowes reported their fourth quarter and annual financial results for 2008. Their adjusted earnings per share increased 8% for the quarter and 2% for the full year. On a GAAP basis, they reported earnings per share of $0.36 for the quarter and $2.00 for the full year. For 2009, they expect revenue to decline 4-7% due to currency impacts, and for adjusted earnings per share to be in the range of $2.55 to $2.75.
- Revenue for Q2 2018 increased 14% to $452 million, driven by a 23% increase in revenue for the Process Equipment Group. Adjusted EPS increased 23% to $0.65 compared to the prior year.
- The Process Equipment Group saw a 23% revenue increase and a 130 basis point increase in adjusted EBITDA margin to 16.6% due to strong operating leverage, productivity improvements, and pricing increases.
- Batesville's revenue increased 1% while adjusted EBITDA margin decreased 290 basis points to 25.3% primarily due to supply chain inefficiencies and cost inflation.
- Q3 2018 revenue increased 13% to $446 million, driven by a 22% increase in PEG revenue. Batesville revenue decreased 6%.
- GAAP EPS was $0.56, up 9% from the prior year. Adjusted EPS was $0.57, up 8%.
- PEG revenue growth was driven by continued demand across segments. Adjusted EBITDA margin decreased due to a higher proportion of lower margin projects.
- Batesville revenue declined due to lower estimated cremation rates and an upfront incentive linked to a key customer contract renewal. Adjusted EBITDA margin declined due to the contract renewal and cost inflation.
- Calix reported financial results for Q3 2017 with revenue of $128.8 million, which was within guidance range of $126-130 million
- Non-GAAP gross margin was 34.8%, which was below guidance range of 36-39% due to higher costs to complete projects
- Non-GAAP operating expenses were $58.5 million, which excludes stock-based compensation and restructuring charges
- Calix provided guidance for Q4 2017 of revenue between $140-145 million and non-GAAP gross margin of 36.5-38.5%
- The document discusses Acxiom's financial results and outlook, including non-GAAP measures. It provides revenue, gross profit, margins and other metrics for Q4 2017 and full year 2017.
- Revenue was flat at $225M in Q4 2017 but grew 4% for the full year to $880M. Non-GAAP earnings per share grew 12% for the full year.
- The company provides guidance for 2018 with revenue expected to grow approximately 10% to around $945M and non-GAAP EPS expected to be $0.80.
Calix reported its Q4 2017 financial results, which were mostly in line with guidance. Revenue was $137.9 million, near the guidance range of $140-145 million. Gross margin was 36.8%, in the guidance range. Operating expenses were $58.5 million, excluding items like stock-based compensation. Net loss per share was ($0.15), near the guidance range of ($0.15)-($0.10). For Q1 2018, Calix expects revenue of $102-108 million, gross margin of 39-41%, and net loss per share of ($0.20)-($0.16).
This document provides Pure Storage's financial results for Q1 Fiscal 2019. Some key highlights include:
- Total revenue for Q1 Fiscal 2019 grew 40% year-over-year to $255.9 million.
- Gross margin was 65.0% on a GAAP basis and 66.3% on a non-GAAP basis.
- Operating margin improved 7.7 percentage points year-over-year on a GAAP basis and 7.9 percentage points on a non-GAAP basis.
- Free cash flow excluding ESPP impact was $8.6 million or 3.3% of revenue.
Thermal Energy International reported strong financial results for the second quarter and first half of fiscal year 2020. Revenue and profits increased significantly compared to the same periods last year. The order backlog also increased substantially. Recent large orders were received from several global companies across industries. Thermal Energy International is positioned for continued growth due to the large market opportunity, established sales platform, proprietary product offerings, and growing team and global presence.
- Hillenbrand reported revenue of $397 million for Q1 2018, up 12% organically year-over-year. GAAP EPS was $0.28, down 18% primarily due to tax reform, while adjusted EPS rose 29% to $0.54.
- Revenue growth was driven by a 19% increase at the Process Equipment Group to $264 million. However, Batesville revenue declined 1% to $133 million due to lower burial casket demand.
- Adjusted EBITDA increased 16% to $65 million and margins expanded 60 bps to 16.4% on strong operating leverage, particularly at the Process Equipment Group.
Integer reported strong financial results for the first quarter of 2018. Sales grew 9% organically compared to the first quarter of 2017, driven by growth across all product lines. Adjusted EBITDA increased 7% organically and adjusted net income increased 48% organically. Integer also generated record cash flow in the quarter and used $50 million to repay debt, lowering leverage. For full-year 2018, Integer increased its outlook for sales growth to 3-6% and adjusted EPS growth to 14-25%, driven by continued momentum. The company also announced a planned sale of its Advanced Surgical and Orthopedics product lines for $600 million.
1) The company reported 1.2% comparable revenue growth in Q2 2018 compared to the prior year. Digital sales increased as a percentage of total sales and mobile sales grew as a percentage of digital sales.
2) The net loss improved by $2 million, EPS improved by $0.03, and Adjusted EBITDA grew 12% compared to Q2 2017.
3) Guidance for 2018 was affirmed, with expected normalized sales growth of 2-5% and Adjusted EBITDA of $19-21 million.
20180509 sauc q1 2018 teleconference slides finaldrhincorporated
- Sales were $39.5 million in Q1 2018, down 10.8% from Q1 2017 due to reduced traffic from changes in promotional strategies and calendar shifts.
- Adjusted EBITDA was $5.1 million, or 12.9% of sales, in Q1 2018. Restaurant-level EBITDA was $6.9 million, or 17.4% of sales.
- Favorable commodity costs and reduced G&A expenses helped offset the impact of lower sales on profitability. The company generated $3.2 million in free cash flow for the quarter.
The document is the transcript from Tennant Company's earnings release conference call for the second quarter of 2018. It includes:
- An overview of Tennant Company's financial results for Q2 2018, including 7.9% sales growth and 41.4% adjusted EPS growth.
- Details on sales performance by region, with organic growth across Americas, EMEA, and APAC.
- Discussion of challenges to gross margin from strategic account mix, tariffs, and labor/material shortages, but efforts to drive efficiencies.
- Commitment to maintaining technology leadership and profitability through organic revenue growth, cost controls, and process standardization.
- Updated full-year 2018 guidance
- TE Connectivity reported record Q3 adjusted EPS of $1.08, up 20% year-over-year and above guidance.
- Sequential increases in revenue of 6% and orders of 7% were driven by growth in harsh environment businesses.
- For Q4, revenue is expected to be $3.35 billion at the mid-point with adjusted EPS of $1.20, including the impact of an extra week.
- Full year adjusted EPS guidance was reiterated at $4.00, up 11% year-over-year, on slightly reduced revenue of $12.25 billion at the mid-point.
- Cardinal Health reported financial results for its third quarter of fiscal year 2018, ending March 31, 2018.
- Total revenue increased 6% year-over-year to $33.6 billion. However, operating earnings decreased 10% to $546 million and net earnings decreased 33% to $255 million.
- The Pharmaceutical segment saw a 5% increase in revenue driven by sales growth, but segment profit decreased due to generic program performance. The Medical segment had a 15% revenue increase from acquisitions, and a 34% increase in segment profit.
- For fiscal year 2018, Cardinal Health expects revenue to increase by a mid-single digit percentage and non-GAAP EPS to be between $
- HMH reported a 1% decline in both net sales and billings for Q1 2018 compared to Q1 2017. However, excluding a one-time $5 million fee in 2017, net sales and billings grew 1%.
- Core Solutions billings declined $10 million due to reductions in reading sales for the CA ELA adoption and the one-time fee in 2017. Extensions and Trade both saw billings growth of 6% and 2% respectively.
- HMH reaffirmed its full year 2018 guidance and is focused on execution, cost savings initiatives, and preparing for upcoming state adoptions in 2019 and 2020.
20180228 me greif-q1-2018-earnings-deck_final-(1)greif2015
The document provides an earnings conference call summary for the first quarter of 2018. Key points include:
- Operating profits were down for the Rigid Industrial Packaging & Services segment due to temporary winter slowdowns and higher raw material and transportation costs.
- Paper Packaging & Services saw higher sales, operating profits, and a price increase announced.
- Flexible Products & Services showed improved performance across regions.
- Guidance for the fiscal year was maintained despite some factors such as higher pension and tax reform impacts.
- Tax reform provides long-term benefits including a lower tax rate and accelerated depreciation options.
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