Certara, Inc. (CERT) Q2 2026 Earnings Call Transcript
Certara, Inc. (CERT) Q2 2026 Earnings Call Transcript

Certara, Inc. provides advanced software solutions and technology-driven services, specializing in biosimulation throughout the entire drug development lifecycle. From initial drug discovery ...
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BPA est. $0.09 · Ingresos $92.75M · 6 analistas
BPA est. $0.09 · Ingresos $94.54M · 6 analistas
BPA est. $0.34 · Ingresos $380.10M · 6 analistas
BPA est. $0.11 · Ingresos $96.70M · 2 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $418.8M | +8.7% | -12.8% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-1.6M | +86.8% | -530.7% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +61.5% | +2.8% | +31.4% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +5.0% | +1216.4% | -105.7% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -0.4% | +87.8% | -623.0% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $69.8M | +17.4% | +91.7% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +16.7% | +8.0% | +119.7% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 1.1% | -96.4% | +2.3% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 2.05x | -3.4% | +35.9% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $1.6B | -1.2% | -6.7% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -0.01 vs 0.46 | -102.2% | -0.36 vs 0.09 | -505.1% |
| Revenue Surprise | $418.8M vs $418.1M | +0.2% | $93.3M vs $92.8M | +0.6% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Mohammed Faiz | officer: Interim CFO | Restricted Stock Units | A | 63,532 | — |
| Jul 15, 2026 | Mohammed Faiz | officer: Interim CFO | Common Stock | — | 0 | — |
| Jul 15, 2026 | Mohammed Faiz | officer: Interim CFO | Restricted Stock Units | — | 13,290 | — |
| Jul 15, 2026 | Mohammed Faiz | officer: Interim CFO | Performance Stock Units | — | 8,544 | — |
| Jun 1, 2026 | Anhalt Rona | officer: Chief Human Resources Officer | Common Stock | A | 7,147 | — |
Operator: Good day, and thank you for standing by. Welcome to the Certara Second Quarter 2026 Earnings Conference Call. [Operator Instructions]. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Jay Liu, Investor Relations at LifeSci. Please go ahead. Jay Liu: Good morning, everyone. Thank you all for participating in today's conference call. On the call from Certara, we have Jon Resnick, Chief Executive Officer; and Faiz Mohammed, Interim Chief Financial Officer. Earlier today, Certara released financial results for the quarter ended June 30, 2026. A copy of the press release is available on the company's website. Before we begin, I would like to remind you that management will make statements during this call that include forward-looking statements, and actual results may differ materially from those expressed or implied in the forward-looking statements. Please refer to Slide 2 in the accompanying presentation titled Second Quarter 2026 Financial Results for additional information, which you can find on the company's Investor Relations website. In their remarks or responses to questions, management may mention some non-GAAP financial measures. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP measures are available in the recent earnings press release available on the company's website. Please refer to the reconciliation tables in the accompanying materials for additional information. This conference call contains time-sensitive information and is accurate only as of today, August 4, 2026. Certara disclaims any obligation, except as required by law, to update or revise any financial projections or forward-looking statements, whether because of new information, future events or otherwise. And with that, I will turn the call over to Jon. Jon Resnick: Thank you for joining today's call. Before I get into our results, I want to highlight the appointment of our new Chief Commercial Officer, which we announced earlier this morning. This reflects our commitment to a new, more impactful go-to-market approach, which I'll cover in more detail shortly. The second quarter was about executing on our commitments. Overall, we are pleased with our progress. We are transforming Certara into a company we believe is capable of delivering sustainable double-digit growth. We still have work to do, but we are on the right path. We are executing against our plan. Our foundation is strengthening and the macro market conditions, biopharma spending, clinical trial starts and new regulatory guidance continue to be in our favor. I'll start with our top line financials, then move to our strategic and operational priorities, our client impact and finally, how we are leveraging AI. Top line results in the quarter were in line with expectations and guidance. Overall, revenue growth was modest at 1% with software revenue growing 4% and service revenue declining 3%. On software, …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Jon Resnick | Chief Executive Officer & Director | USD 1,404,299 | Male | 1973 | Active |
Adrian K. McKemey | President of Drug Development Solutions | USD 1,075,132 | — | — | Active |
John E. Gallagher | SVP, Principal Accounting Officer & Chief Financial Officer | USD 924,248 | Male | 1973 | Active |
Robert Aspbury | President of Certara Predictive Technologies | USD 826,125 | — | 1972 | Active |
Julien Perrier | President & Chief Commercial Officer | USD 690,082 | Male | — | Active |
Leif E. Pedersen | Senior Advisor | USD 690,082 | Male | 1965 | Active |
Faiz Mohammed | Interim CFO, Senior VP of Finance, Treasurer and Principal Financial & Accounting Officer | — | Male | 1973 | Active |
Eric Jahn | Chief Information Officer | — | — | — | Active |
Martin Snyder | President of Certara Data Sciences | — | Male | — | Active |
Rona Anhalt | Chief Human Resources Officer | — | Female | 1965 | Active |
Sheila Rocchio | Chief Marketing Officer | — | Female | — | Active |
Christopher Bouton | Chief Technology Officer & Chief AI Officer | — | — | — | Active |
Ron DiSantis | Senior Vice President of Corporate Development | — | Male | — | Active |
Daniel Corcoran | Senior Vice President, General Counsel & Secretary | — | Male | 1967 | Active |
Certara, Inc. (CERT) Q2 2026 Earnings Call Transcript

Certara NASDAQ: CERT reported second-quarter 2026 revenue of $93.3 million, up 1% year over year, as software growth offset a decline in services revenue. Management reaffirmed its full-year revenue outlook while outlining further changes to its commercial organization, cost structure and artificial intelligence strategy.

Certara, Inc. (CERT) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.07 per share a year ago.

Appoints Julien Perrier Chief Commercial Officer Completes previously authorized $100 million share repurchase program; Board authorizes additional $50 million under repurchase program Reaffirms 2026 revenue guidance RADNOR, Pa., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Certara, Inc. (Nasdaq: CERT), a global leader in model-informed drug development, today reported its second quarter 2026 financial results.

NEW YORK, July 23, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Certara, Inc. ("Certara" or the "Company") (NASDAQ: CERT). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
