Dafinchi AI

WLY

Technology

Wiley increased its share repurchase authorization by 25% to $250 million, reflecting confidence in its valuation.
The company returned $14 million through share buybacks in Q1 and increased dividends for the 32nd consecutive year, maintaining a 3.5% yield.
Balance sheet strength improved with net debt to EBITDA ratio decreasing to 1.9, and $120 million proceeds from divestiture used to reduce debt.
Discipline in capital allocation emphasizes supporting shareholder returns while investing in organic growth and high-value content.
The company remains opportunistic in buybacks, aiming to buy back shares when prices are attractive, supporting long-term value creation.

SCSC

Technology

Adjusted EBITDA for the full year increased 2.8% to $144.7 million, with margins improving by 45 basis points to 4.76%.
Full year net sales declined 6.7% to just over $3 billion, but gross profits grew 2.4% to $408.6 million.
Net debt leverage ratio ended near zero on a trailing 12-month adjusted EBITDA basis, with adjusted ROIC at 14.9% for Q4 and 13.6% for the full year.
Non-GAAP net income for the full year was $85.1 million, a 9.6% increase, with free cash flow of $104 million representing 122% conversion of net income.
Q4 net sales grew nearly 9% year-over-year, with adjusted EBITDA up 13% and non-GAAP net income increasing 17%.
Q4 non-GAAP EPS was $1.02, a 27.5% increase year-over-year.
Recurring revenues represented 32.8% of consolidated gross profits for the year, up from 27.5% last year.
Share repurchases totaled $107 million for the year, including $25 million in Q4.

COHR

Technology

Debt leverage ratio improved to 2x from 2.5x at end of 2024, with $437 million debt paid down in fiscal 2025.
Full year fiscal 2025 revenue increased 23% year-over-year to a record $5.81 billion.
Non-GAAP EPS for full year 2025 was $3.53, a 191% increase from $1.21 in 2024.
Non-GAAP gross margin expanded 358 basis points to 37.9% for full year 2025.
Non-GAAP operating margin for full year 2025 was 17.8%, up 472 basis points from 2024.
Q4 non-GAAP EPS doubled year-over-year to $1 per share.
Q4 non-GAAP gross margin was 38.1%, down 43 basis points sequentially due to FX headwinds but up 220 basis points year-over-year.
Q4 revenue grew 16% year-over-year to a new record $1.53 billion and 2% sequentially.

DOCU

Technology

Billings reached $818 million, a 13% increase year over year, driven by direct sales strength and early renewals.
Free cash flow margin improved modestly to 27%, supporting $200 million in share repurchases.
GAAP diluted EPS was $0.30 compared to $4.26 last year, impacted by prior year tax benefits.
International revenue grew 13%, representing 29% of total revenue, with Asia Pacific as the fastest-growing region.
Non-GAAP gross margin remained stable at 82%, offsetting cloud migration costs.
Non-GAAP operating margin was 30%, maintaining strong profitability despite headwinds.
Q2 revenue was $801 million, up 9% year over year, with subscription revenue at $784 million, also up 9%.
Total customers grew 9% year over year to over 1.7 million, with large customers spending over $300K increasing 7%.

ADI

Technology

Automotive revenue was 30% of total, down 1% sequentially but up 22% year-over-year.
Cash and short-term investments totaled $3.5 billion; net leverage ratio stable at 1.1; inventory increased $72 million sequentially.
Communications segment grew 18% sequentially and 40% year-over-year, driven by wireline, data center, and wireless.
Consumer segment grew 16% sequentially and 21% year-over-year, marking the fourth consecutive quarter of double-digit growth.
EPS was $2.05, above the high end of guidance and up 30% year-over-year.
Gross margin was 69.2%, operating margin 42.2%, both up 100 basis points sequentially and year-over-year.
Industrial segment represented 45% of revenue, growing 12% sequentially and 23% year-over-year.
Q3 revenue was $2.88 billion, exceeding the high end of guidance, up 9% sequentially and 25% year-over-year.

CRM

Technology

AI and Data Cloud product line grew 120% year over year, reaching $1.2 billion in Q2 ARR.
Current Remaining Performance Obligation (CRPO) ended at $29.4 billion, up 11% year over year.
GAAP operating margin improved by 370 basis points year over year.
Non-GAAP operating margin was strong at 34.3%, marking the tenth consecutive quarter of margin expansion.
Q2 revenue reached $10.25 billion, up 10% year over year and 9% in constant currency.
Returned $2.6 billion to shareholders in Q2 through buybacks and dividends, totaling nearly $27 billion since program inception.
Subscription and support revenue grew slightly above 9% in constant currency.

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