Agilysys, Inc.

AGYS Q3 2026

Reported: 2026-01-27

Agilysys achieved a record Q3 revenue of $80.4 million, marking the 16th consecutive quarter of revenue growth, driven by strong subscription sales and continued demand in its hospitality software solutions.

Key takeaways

Customer wins in the high-end hotel and resort segment led to robust annual contract value growth, particularly from new clients leveraging Agilysys’ comprehensive suite of products.
Fiscal 2026 Q3 recurring revenue rose to a record $52 million, accounting for 64.7% of total revenue and reflecting a 17.2% increase year-over-year.
Year-to-date subscription SaaS sales reached 95% of the previous full-year record, up 37% from the prior year, indicating strong market demand and customer adoption.
Product backlog remains strong at 85% of the previous quarter's exit value, providing visibility for future growth as implementation efficiencies improve.
International sales showed variability but are on track for a potentially strong year, in line with evolving market strategies.

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Applied Industrial Technologies, Inc.

AIT Q2 2026

Reported: 2026-01-27

Applied Industrial Technologies achieved a solid second quarter with 2.2% organic sales growth, driven by strong order momentum in engineered solutions, despite facing challenges like high LIFO expenses and seasonal sales fluctuations.

Key takeaways

Organic sales growth of 2.2% year-over-year reflects strong underlying demand signals, particularly in engineered solutions where orders increased over 10%.
Gross margins improved year-over-year and sequentially, demonstrating effective cost management amid elevated LIFO expenses of approximately $7 million.
Announced an 11% increase in quarterly dividend, continuing a trend of growing shareholder returns, and deployed over $140 million for share buybacks in fiscal 2026.
Ongoing evaluation of M&A opportunities aimed at enhancing technical solutions and service capabilities, highlighted by the acquisition of Thompson Industrial Supply, expected to add $20 million in annual sales.
Positive early signs in January indicate an increase in organic sales by mid-single digits, bolstering confidence in sustained business growth into fiscal 2026.

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Commvault Systems, Inc.

CVLT Q3 2026

Reported: 2026-01-27

Commvault Systems, Inc. delivered strong Q3 Fiscal 2026 results, with subscription revenue rising 30% to $206 million and continued innovation driving customer adoption across its platforms.

Key takeaways

Subscription ARR surged 28% to $941 million, supported by a record addition of 700 new subscription customers.
SaaS ARR increased by 40% to $364 million, reflecting strong demand for Commvault's cloud-based solutions.
The launch of the Commvault Cloud Unity platform enhances data security and resilience operations, reinforcing the company’s leadership in the market.
Increased recognition in the industry includes achieving the AWS resilience competency and being named the 2025 AWS global storage partner of the year.

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Sanmina Corporation

SANM Q1 2026

Reported: 2026-01-27

Sanmina reported a robust start to fiscal Q1 2026 with revenue of $3.19 billion and non-GAAP diluted earnings per share of $2.38, reflecting strong growth in key markets.

Key takeaways

Revenue increased 59% year-over-year, driven by growth in communications networks and cloud/AI infrastructure.
Non-GAAP operating margin held steady at 6%, attributed to favorable mix and operational efficiencies.
Strong cash flow from operations totaled $179 million, supporting strategic investments for future growth.

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Sysco Corporation

SYY Q2 2026

Reported: 2026-01-27

Sysco delivered strong fiscal Q2 2026 results with positive case volume trends and expanded gross margins, positioning the company for a robust performance in the second half of the year.

Key takeaways

Total revenue reached nearly $21 billion, reflecting a 3% growth year-over-year, with local case volume increasing by 1.2%.
The company anticipates adjusted EPS for the full year to be at the high end of its prior guidance, between $4.50 and $4.60 per share.
Strong performance across key segments, with particularly notable growth in Foodservice Management and international operations contributing to overall revenue increases.
Improved expense management and supply chain productivity, enhancing operational efficiency and service levels.

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Earnings Recaps

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Earnings Recaps

Agilysys, Inc.

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