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SWINDON, United Kingdom, July 15, 2026--(BUSINESS WIRE)--Sensata Technologies (NYSE: ST) today announced that it will disclose its Second Quarter 2026 financial results on Wednesday, July 29, 2026, at or about 4:05 p.m. Eastern Time. Sensata will then host an earnings release conference call and webcast at 5:00 PM Eastern Time to discuss the results and business performance. The webcast and subsequent replay will be available on the investor relations page of the Company’s website at http://investors.sensata.com. Investors can also listen to the earnings call live via telephone by dialing 1-844-784-1726 or 1-412-380-7411 and referencing the Sensata Technologies Q2 2026 Financial Results Conference Call. A replay of the call will be available until August 5, 2026. To access the replay, dial 1-855-669-9658 or 1-412-317-0088 and enter confirmation code: 2707202. About Sensata Technologies Sensata Technologies is a global industrial technology company striving to create a safer, cleaner, more efficient and electrified world. Through its broad portfolio of mission-critical sensors, electrical protection components and sensor-rich solutions, Sensata helps its customers address increasingly complex engineering and operating performance requirements. With more than 16,000 employees and global operations in 13 countries, Sensata serves customers in the automotive, industrial, and aerospace, defense and commercial equipment markets. Learn more at www.sensata.com and follow Sensata on LinkedIn, Facebook, X and Instagram. View source version on businesswire.com: https://www.businesswire.com/news/home/20260715918316/en/ Contacts Media & Investor Contact:James Entwistle+1 (508) [email protected] [email protected]

Guidewire Software, Inc. GWRE reported non-GAAP earnings per share of 82 cents for third-quarter fiscal 2026 (ended April 30, 2026) compared with 55 cents in the same period last year. Earnings surpassed the Zacks Consensus Estimate of 79 cents. The company reported revenues of $372.5 million, up 26.9% year over year. Revenues beat the Zacks Consensus Estimate by 4.6%. The figure also surpassed the company’s guided range of $352-$358 million. This uptick was driven by solid momentum in Subscription and support and Services segments. Management highlighted that third-quarter results reinforced its confidence in the strength and sustained momentum of the business and positioned the company for what it expects to be a record fourth quarter. The company noted that its strategy and market position continue to resonate with insurers as they modernize core systems, migrate critical business functions to Guidewire’s cloud platform solutions, and increasingly adopt AI capabilities across its applications. As of April 30, 2026, annual recurring revenue (ARR) was $1.147 billion, up 19% year over year. However, shares of the company dropped around 14% in the after-market trading session yesterday. In the past year, the stock has lost 40.9% compared with the Internet Software industry’s decline of 12.1%. Image Source: Zacks Investment Research The subscription and support segment’s revenues (65.7% of total revenues) gained 34.6% from the year-ago quarter's level to $244.7 million. License’s revenues (15%) were down 2.2% year over year to $56 million. Services’ revenues (19.3%) jumped 31.9% year over year to $71.8 million. Non-GAAP gross margin expanded to 66.4% from 65.5% on a year-over-year basis. The subscription and support segment’s gross margin increased to 74.1% from 70.6%, while the License segment’s gross margin was 99.3% compared with 98.5% in the year-ago quarter. Services’ non-GAAP gross margin was 14.3% compared with 12.9% a year ago. Total operating expenses increased 15.6% year over year to $206 million. Non-GAAP operating income was $77.8 million compared with $46.1 million in the year-ago quarter. As of April 30, 2026, cash and cash equivalents and short-term investments were $1146.8 million compared with $919.2 million as of Jan. 31, 2026. Driven by strong collections, GWRE generated $61.2 million in cash from operations in the quarter under discussion,...

SWINDON, United Kingdom, June 01, 2026--(BUSINESS WIRE)--Sensata Technologies Holding plc (NYSE: ST) ("Sensata") and its indirect, wholly owned subsidiaries Sensata Technologies B.V. ("STBV") and Sensata Technologies, Inc. ("STI") (each subsidiary, an "Offeror" and collectively, the "Offerors") announced today the early tender results of the Offerors’ previously announced tender offers (each, individually with respect to the relevant series of senior notes, a "Tender Offer" with respect to such series, and collectively, the "Tender Offers") to purchase up to $350,000,000 in total cash consideration payable, excluding the applicable accrued and unpaid interest (the "Maximum Tender Offer Amount"), for certain senior notes issued by the respective Offerors (collectively, the "Notes"). Sensata and the Offerors also announced that the Offerors have amended the Tender Offers to increase the Maximum Tender Offer Amount from $350,000,000 to $400,000,000 (the "Tender Offer Increase"; the Maximum Tender Offer Amount, as so increased, the "Increased Maximum Tender Offer Amount"). The terms and conditions of the Tender Offers are set forth in the Offerors’ Offer to Purchase dated May 15, 2026 (as amended by the Tender Offer Increase, the "Offer to Purchase"). Other than the Tender Offer Increase, all of the terms of the previously announced Tender Offers remain unchanged. Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase. The aggregate principal amount of the 4.000% Senior Notes due 2029 (Rule 144A CUSIP 81725W AK9 / Reg S CUSIP N78840 AM2) issued by STBV (the "STBV 2029 Notes") that was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on May 29, 2026 (the "Early Tender Deadline") was $553,580,000. Accordingly, tenders of STBV 2029 Notes, considered alone, exceeded the Increased Maximum Tender Offer Amount for the Tender Offers. STBV expects to accept for purchase STBV 2029 Notes having an aggregate purchase price approximately equal to the Increased Maximum Tender Offer Amount of $400,000,000, which STBV 2029 Notes, at the purchase price of $985 per $1,000 of principal amount, have an aggregate principal amount of approximately $406,091,000. The amount of STBV 2029 Notes expected to be accepted for purchase was determined in accordance with the terms and conditio...

NetApp, Inc. NTAP reported strong fourth-quarter fiscal 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate.The company’s performance highlights its ability to benefit from the accelerating adoption of enterprise AI and cloud technologies. With its differentiated hybrid cloud and intelligent data infrastructure platform, trusted by leading enterprises and cloud providers worldwide, NetApp is becoming increasingly central to customers’ data-driven AI transformation initiatives. After the announcement, the company’s shares are up 17% in the pre-market trading session today. Shares of NTAP have gained 72.1% in the past six months compared with the Zacks Computer- Storage Devices industry's growth of 262.2%. Image Source: Zacks Investment Research Net income on a GAAP basis was $404 million or $2.03 per share compared with $340 million or $1.65 per share in the prior-year quarter. Strong revenue growth across Hybrid Cloud, Public Cloud and all-flash offerings boosted the bottom line during the quarter. Non-GAAP net income in the reported quarter was $483 million or $2.43 per share compared with $397 million or $1.93 per share in the prior-year quarter. The bottom line surpassed the consensus estimate by 16 cents and exceeded the company’s guided range of $2.21-$2.31. Net sales during the quarter increased to $1.95 billion from $1.73 billion in the year-ago quarter. The figure exceeded the guidance of $1.795-$1.945 billion. The top line also beat the consensus estimate of $1.86 billion. NTAP reports revenues under two segments: Hybrid Cloud and Public Cloud. The Hybrid Cloud segment includes revenues from the enterprise data center business, including product, support and professional services. NetApp, Inc. price-consensus-eps-surprise-chart | NetApp, Inc. Quote The Public Cloud segment comprises revenues from products delivered as a service and related support. The portfolio contains cloud automation and optimization services, storage and cloud infrastructure monitoring services. The Hybrid Cloud segment’s revenues increased to $1.77 billion from $1.57 billion in the prior-year quarter. The Public Cloud segment revenues increased to $182 million from $164 million in the prior-year quarter. Excluding the divested Spot business, Public Cloud revenues grew 18% year over year, driven by strong demand for first-party and marketplace s...

It has been about a month since the last earnings report for Sensata (ST). Shares have added about 27.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Sensata due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. Sensata Q1 Earnings Beat Estimates Sensata reported first-quarter 2026 adjusted earnings per share (EPS) of 86 cents, up from 78 cents a year ago. The bottom line beat the Zacks Consensus Estimate by 2.4%. Revenues for the quarter reached $934.8 million, up 2.6% from a year ago. The figure came near to the upper end of management’s expectations ($917-$937 million) and beat the consensus estimate by 0.7%. Strength Aerospace, Defense and Commercial Equipment segments drove the top-line performance. Management stated that the company’s first-quarter performance met or surpassed expectations across all key metrics, reinforcing the strong momentum it is building. Management also highlighted that disciplined execution across the organization, along with an effective productivity engine, is driving results. Additionally, the company’s strategic initiatives are gaining pace, while its growth opportunities remain solid and promising. Segmental Results Sensata has realigned its structure into three operating segments — Automotive, Industrials, and Aerospace, Defense and Commercial Equipment, which are now reflected as its new reporting segments. Automotive revenues (56.1% of total revenues) decreased 0.8% (up 0.7% on an organic basis) year over year to $524.8 million. The Automotive segment outperformed overall market production by roughly 4%. Segmental adjusted operating income was $123.2 million compared with $120.3 million in the prior-year quarter. Industrials revenues (19.7% of total revenues) were $184.2 million, down 0.8% (up 0.7% on an organic basis) year over year. The Industrials segment delivered organic growth despite softness in its end markets. Segmental adjusted operating income was $50 million compared with $48.5 million in the prior-year quarter. Aerospace, Defense and Commercial Equipment revenues (24.2% of total revenues) were $225.8 million, up 14.8% (up 16.7% on an organic basis) year over year. The Aeros...

Wix.com Ltd WIX reported non-GAAP earnings per share (EPS) of 68 cents for first-quarter 2026, which missed the Zacks Consensus Estimate of $1.21. The company had reported EPS of $1.55 in the year-ago quarter. Wix reported first-quarter revenue of $541.2 million, marking a 14% year-over-year increase on the back of healthy revenue growth across key segments. For a company already operating at a large scale, mid-teens growth remains highly commendable, especially considering macroeconomic uncertainties and ongoing geopolitical challenges in Israel. The upside suggests that Wix is successfully monetizing both individual creators and businesses through its commerce, payments and enterprise tools. However, the top line missed the Zacks Consensus Estimate of $543.8 million. AI has become the central focus of Wix’s strategy. Management announced that the company has developed its own proprietary large language model (LLM), which now powers “Wix Harmony.” WIX described this as the start of a broader suite of Wix-driven AI systems that could become integral to product innovation and profitability. This positioning is significant because the website-building industry is rapidly shifting into an AI-assisted development ecosystem. Companies that only integrate third-party AI tools may struggle to differentiate themselves over time. Wix is aiming to develop proprietary AI moats instead. If successful, this could greatly enhance Wix’s competitive position against rivals and emerging AI-native site builders. In response to mixed performance trends, shares have plunged 18% in pre-market trading today. WIX's shares have lost 60% compared with the Zacks Computer-IT Services’ fall of 32.2% in the past year. Image Source: Zacks Investment Research Creative Subscriptions’ revenues (70.6% of total revenues) increased 13% year over year to $382 million. Business Solutions’ revenues (29.4% of total revenues) rose 17% to $159 million. Annual recurring revenue (ARR) grew 15% year over year to $1.9 billion, demonstrating the resilience of Wix’s subscription-based business model. Total bookings reached $585 million, up 15% year over year, suggesting that future revenue pipelines remain strong. The standout metric was the nearly 50% year-over-year increase in bookings from the first quarter's new user cohort. Management credited both strong core business performance and meaningful cont...

FUJIFILM Holdings Corporation FUJIY reported a fourth-quarter fiscal 2025 (ended March 31, 2026) net income of ¥83.4 billion compared with ¥79.4 billion in the year-ago quarter. Revenues of ¥927.3 billion jumped 6.8% year over year. The company generated record fourth-quarter revenues and net income. Revenue growth was primarily driven by the Healthcare segment, supported by contributions from newly launched Bio CDMO facilities in Denmark. The Electronics segment also delivered strong performance, fueled by robust sales of Semiconductor Materials, particularly CMP slurries, while the Imaging segment benefited from solid demand for digital cameras and related products. Fiscal 2026 revenues increased 5% year over year to ¥3357 billion. Net income was ¥276.7 billion, up 6% year over year. In June 2024, the company established the Advanced Functional Materials division by integrating its display materials, industrial products and fine chemicals businesses. In the fourth quarter of fiscal 2025, the Healthcare segment generated revenue of ¥333.6 billion, up 5.4% year over year, while operating income declined 34.7% to ¥29.7 billion due to upfront costs associated with new Bio CDMO facilities and higher raw material prices. Within the segment, Medical Systems revenue increased 5.4% to ¥217.1 billion, driven by strong sales of endoscopes in the United States, Europe, Japan and China, as well as solid demand for CT, MRI and IVD products. Bio CDMO revenue rose 1.2% to ¥73.9 billion, supported by the expansion of operations at new large-scale facilities, although revenue from small- to medium-scale facilities declined due to delays in securing early-stage projects and the absence of cancellation fees recorded in the prior year. LS Solutions revenue increased 14% to ¥42.6 billion, driven by strong sales of culture media and reagents amid improving market conditions. The Electronics segment delivered strong quarterly performance, with revenue increasing 27.4% year over year to ¥127.5 billion and operating income surging 74% to ¥30.7 billion. Semiconductor Materials revenue rose 29.3% to ¥81.7 billion, supported by strong demand for AI semiconductors, significant growth in CMP slurry sales and robust demand for liquid-type polyimides used in advanced packaging applications. Sales to major foundries and semiconductor manufacturers in the United States and South Korea also...

The Trade Desk, Inc. TTD reported first-quarter 2026 adjusted earnings per share (EPS) of 28 cents, which missed the Zacks Consensus Estimate by 12.5%. The bottom line compared unfavorably with 33 cents posted in the prior-year quarter. Revenues increased around 12% year over year to $688.9 billion. It beat the consensus mark by 1.4%. The figure came above the company’s revenue expectation of at least $678 million for the first quarter. In the quarter, the company maintained strong momentum, with customer retention remaining above 95% for more than a decade. The company expanded its innovation portfolio through the launch of Koa Agents, an AI-powered media optimization solution, and OpenTTD, a unified login and analytics platform. Strategic partnerships with LinkedIn, Pacvue, Skai, Dollar General and Paramount further strengthened its position across connected TV, retail media and programmatic advertising. The company also continued expanding the adoption of Unified ID 2.0 and OpenAds among advertisers and publishers. Trade Desk delivered another strong quarter. Management highlighted that the company’s strategic upgrades and operational improvements played a key role in driving the outperformance. Despite ongoing macroeconomic challenges, management remains confident in Trade Desk’s ability to lead innovation within the programmatic advertising ecosystem. The company continues to focus on helping marketers maximize value through objective, transparent and data-driven media buying across the open internet. After the announcement of the results, shares lost around 13% in the pre-market trading session today. In the past year, the stock has plunged 66.9% against the Zacks Internet – Services industry’s growth of 140.9%. Image Source: Zacks Investment Research Video, including connected TV (CTV), accounted for a low-50% share of the company’s business in the first quarter and continued to expand as part of the overall channel mix. Mobile contributed a high-20% share during the quarter, while display represented a low double-digit percentage. Audio accounted for nearly 6% of the business and delivered the strongest year-over-year growth among all channels. Adjusted EDITDA was $206 million compared with $208 million in the year-ago quarter, while adjusted EDITDA margin came in at 30%, down from 34%. As of March 31, 2026, cash & cash equivalents were $878.4 millio...

Cirrus Logic Inc. CRUS reported fourth-quarter fiscal 2026 adjusted earnings per share (EPS) of $1.95, which surpassed the Zacks Consensus Estimate of $1.76. The company reported adjusted EPS of $1.67 in the prior-year quarter. Revenue for the quarter came in at $448.5 million, exceeding the midpoint of guidance ($410-$470 million). Revenue declined 23% sequentially due to weaker smartphone unit shipments but increased 6% year over year, mainly driven by robust demand for smartphone components. The growth was partly offset by pricing pressure and softer sales in general markets. The Zacks Consensus Estimate for revenues was pegged at $439.8 million. Cirrus Logic generated $2 billion in revenue for fiscal 2026, reflecting a 5% increase from the previous year, driven by strong demand for smartphone components and higher component sales for PCs. A key development from the earnings announcement was its expansion into new smartphone silicon categories, including next-generation camera controllers and smart power ICs. Beyond smartphones, Cirrus Logic reported strong year-over-year growth in its PC business. The company’s expansion into laptops and PCs helps reduce concentration risk while opening new long-term revenue streams. A key theme throughout the earnings report was the importance of diversification. Cirrus Logic has spent several years expanding both its product portfolio and customer base. It highlighted growth in smartphones outside of audio applications, as well as growth in PCs and laptops, general market products and power-related semiconductor solutions. This diversification strategy is important because semiconductor markets can be cyclical. Expanding across multiple end markets can help stabilize revenue and reduce dependence on any single product category. Cirrus Logic, Inc. price-consensus-eps-surprise-chart | Cirrus Logic, Inc. Quote The company’s largest customer accounted for 92% of total revenues in the fiscal fourth quarter. The stock has gained 71.9% in the past year compared with the Zacks Electronics-Semiconductors industry’s growth of 118.5%. Image Source: Zacks Investment Research Cirrus Logic’s High-Performance Mixed-Signal segment includes a few of its non-audio products. It contributed 43% to total revenues in the fiscal fourth quarter. Revenues from the same division grew 13.1% year over year to $191.3 million. We estimated the metr...

Watts Water Technologies, Inc. WTS reported first-quarter 2026 adjusted earnings per share (EPS) of $3.04 compared with $2.37 in the prior-year quarter. The bottom line beat the Zacks Consensus Estimate by 11.8%. The company’s quarterly net sales increased 21% year over year to $677.3 million. The top line beat the Zacks Consensus Estimate by 7.2%. Organic sales were up 12% year over year due to favorable prices and higher volumes supported by strong growth in the data center market. Management highlighted that the company delivered a strong start to 2026, supported by organic growth across all regions and record first-quarter net sales, operating income, operating margin and EPS, reflecting disciplined execution and continued focus on delivering value to customers. The company also emphasized that it is actively navigating geopolitical and trade-related uncertainties while continuing to invest in higher-growth opportunities such as data centers and digital solutions. In addition, management noted that productivity and automation initiatives under the One Watts Performance System are helping drive efficiency and margin performance. Despite the solid start to the year, the company maintained its full-year 2026 outlook given the dynamic macroeconomic environment. Supported by a strong balance sheet and healthy cash flow generation, management remains focused on disciplined capital allocation and creating sustainable long-term shareholder value. Shares of the company have gained 39% in the past year compared with the Zacks Manufacturing - General Industrial industry’s growth of 23%. Image Source: Zacks Investment Research Americas: Net sales increased 23% year over year to $515 million on a reported basis and rose 16% organically, primarily driven by favorable pricing and incremental volumes supported by strong data center demand. Acquisitions contributed $31 million in incremental sales, accounting for 7% of reported growth. Segment margin expanded 80 basis points (bps) as benefits from price realization, productivity improvements and volume leverage more than offset the impacts of inflation, tariffs and acquisition-related dilution. Europe: Net sales increased 12% year over year to $121 million on a reported basis and grew 1% organically. Reported sales growth benefited from favorable foreign exchange, which contributed 11% to reported results. Organic sales...

CDW Corporation CDW reported first-quarter 2026 non-GAAP earnings per share (EPS) of $2.28, matching the Zacks Consensus Estimate. The bottom line increased approximately 6.3% year over year. CDW reported quarterly net sales of $5.68 billion, representing a 9.2% year-over-year increase. On a constant currency (cc) basis, sales grew 8.4%, reflecting healthy organic demand across the business. The strongest drivers of growth included data storage systems, servers and networking hardware, software solutions and notebooks and mobile devices. Despite ongoing economic and geopolitical uncertainty, all segments saw stronger customer spending compared with the previous-year quarter. Quarterly revenues also surpassed the consensus mark of $5.4 billion. According to management, organizations increasingly need partners capable of managing integration, governance and lifecycle execution at scale, areas where CDW believes it has a competitive advantage. CDW’s “full-stack” approach appears increasingly valuable in this environment. Rather than simply selling hardware, the company positions itself as a long-term technology advisor helping enterprises integrate, secure and manage complex systems. The company also continues investing internally in AI initiatives, which contributed to higher operating expenses during the quarter. The company also reinforced shareholder returns by approving a quarterly cash dividend of 63 cents per share, payable June 10, 2026, to shareholders of record as of May 25, 2026. CDW Corporation price-consensus-eps-surprise-chart | CDW Corporation Quote Management is optimistic regarding the remainder of 2026 despite continued macroeconomic and geopolitical uncertainty. CDW expects to outperform the broader U.S. IT market by 200 to 300 basis points on cc, signaling confidence in both customer demand and competitive positioning. The company’s diversified customer base across commercial, government, education and international markets is likely to help reduce dependence on any single sector. In the past month, CDW's shares have gained 10.6% against the Zacks Computers-IT Services industry’s fall of 0.6%. Image Source: Zacks Investment Research The Commercial segment served as the company’s largest revenue contributor, generating $3.57 billion in sales, up 9.6% year over year. Under commercial, several industries posted particularly strong spending tren...

Flex Ltd. FLEX reported fourth-quarter fiscal 2026 adjusted earnings per share (EPS) of 93 cents, which surpassed the Zacks Consensus Estimate by 8.1%. The bottom line compared favorably with 73 cents posted in the prior-year quarter. Revenues increased 17% year over year to $7.5 billion. It beat the consensus mark by 8.1%. The growth was primarily driven by strong momentum across all three segments, with Cloud and Power Infrastructure emerging as the standout performer. Management highlighted that the company’s strong finish to fiscal 2026 reflected disciplined execution and a well-defined strategy, supported by targeted acquisitions and capital investments aligned with Flex’s long-term growth opportunities. Flex Ltd. price-consensus-eps-surprise-chart | Flex Ltd. Quote Flex has announced its intention to spin off its Cloud and Power Infrastructure segment into a newly formed, independent, publicly traded company, marking a significant step in the company's broader strategic realignment. As part of this reorganization, Flex is separating its Data Center business and realigning into three distinct segments. The first, Regulated Manufacturing Solutions, will serve Industrial, Automotive, and Healthcare markets, covering automation and energy infrastructure, compute and power electronics, and regulated medical devices, respectively. The second, Integrated Technology Solutions, will focus on Communications through high-speed networking and enterprise systems and on Lifestyle through premium products across commercial, home and personal categories. The third and newly defined segment, Cloud and Power Infrastructure, will deliver compute, liquid cooling and data center architecture solutions alongside critical rack-level and embedded power capabilities. Shares of the company soared 25% in the pre-market trading session today. In the past year, the stock has surged 154.2% compared with the Zacks Electronics - Miscellaneous Products industry’s growth of 81%. Image Source: Zacks Investment Research Regulated Manufacturing Solutions Segment: This segment encompasses Health Solutions, Automotive and Industrial businesses. Revenues grew 13% to $2.7 billion, accounting for 36% of net sales. Integrated Technology Solutions Segment: This segment comprises Communications and Lifestyle businesses. Revenues grew 13% to $2.9 billion, accounting for 39% of net sales. Cloud and...