Pegasystems Inc., founded in 1983 and headquartered in Cambridge, Massachusetts, is a global provider of enterprise software solutions. The company's operations span ...
$0.12 주당
예상 EPS $0.50 · 매출 $431.80M · 7 명의 애널리스트
예상 EPS $1.11 · 매출 $602.62M · 7 명의 애널리스트
예상 EPS $2.45 · 매출 $1.89B · 6 명의 애널리스트
$0.12 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $1.7B | +16.6% | -2.2% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $393.4M | +296.7% | -59.3% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +75.9% | +2.6% | -1.1% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +15.1% | +82.1% | -54.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +22.5% | +240.2% | -58.4% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $490.7M | +45.1% | -55.6% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +28.1% | +24.4% | -54.6% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 9.6% | -89.7% | +25.8% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.33x | +8.0% | -12.9% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $1.6B | -7.7% | -10.8% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 2.13 vs 2.08 | +2.5% | 0.08 vs 0.50 | -84.0% |
| 매출 서프라이즈 | $1.7B vs $1.7B | +0.7% | $420.7M vs $431.8M | -2.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | KOUNINIS EFSTATHIOS A | officer: SVP, Chief Accounting Officer | Stock Options | D | 2,500 | $16.95 |
| Sep 3, 2026 | KOUNINIS EFSTATHIOS A | officer: SVP, Chief Accounting Officer | Common stock | A | 2,500 | $16.95 |
| Sep 3, 2026 | KOUNINIS EFSTATHIOS A | officer: SVP, Chief Accounting Officer | Common stock | D | 1,437 | $38.75 |
| Sep 3, 2026 | KOUNINIS EFSTATHIOS A | officer: SVP, Chief Accounting Officer | Common stock | D | 1,063 | $38.75 |
| Sep 1, 2026 | Trefler Leon | officer: Chief of Clients and Markets | Common stock | A | 1,176 | — |
Operator : Hello, everyone. Thank you for joining us, and welcome to the Pegasystems Second Quarter 2026 Earnings Call and Webcast. I will now hand the conference over to Peter Welburn, Vice President of Corporate Development and Investor Relations. Please go ahead. Peter Welburn : Good morning, everyone, and welcome to Pegasystems Q2 '26 Earnings Call. Before we begin, I'd like to read our safe harbor statement. Certain statements contained in this presentation may be construed as forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Words such as expects, anticipates, intends, plans, believes, will, could, should, estimates, may, forecasts and similar expressions are intended to identify these forward-looking statements. These statements speak only as of the date the statement was made and are based on current expectations and assumptions. Because these statements relate to future events, they are subject to certain risks and uncertainties that could cause actual results to differ materially from our current expectations for fiscal year 2026 and beyond. Factors that could cause such differences are described in the company's press release announcing our Q2 2026 results and in our filings with the Securities and Exchange Commission including our annual report on Form 10-K for the year ended December 31, 2025, as well as other recent SEC filings. Investors are cautioned not to place undue reliance on these forward-looking statements as there can be no assurances that the results contemplated will be realized. Except as required by law, we undertake no obligation to update or revise any forward-looking statements to reflect subsequent events or circumstances. In addition, non-GAAP financial measures discussed on this call should be considered in conjunction with and not as substitute for our consolidated financial statements prepared in accordance with GAAP. Constant currency measures are calculated by applying the June 30, 2025, foreign exchange rates to all periods presented. Reconciliations of GAAP to non-GAAP measures can be found in our earnings press release. With that, I'll turn the call over to Alan Trefler, Founder and CEO of Pegasystems. Alan Trefler : Thank you, Peter, and thank you, everyone, for joining today's call. Ken will walk you through the first half financial results shortly. But before he does, I'd like to spend a few minutes discussing some major market shifts that we've seen and a lot of the tension and confusion in the market and why we believe it creates significant opportunity for Pega. The market evolution shows a structural shift in software. We're still in the early stages of the fundamental transformation driven by AI. Across the industry organizations are rethinking how software is designed, built, operated and evolved. And for the time, AI providers acted a little bit like drug dealers, offering their products for free or charging $20 a month for what felt like unlimited …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Alan Trefler | Founder, Chief Executive Officer & Chairman of the Board | USD 1,330,500 | Male | 1956 | Active |
Leon Trefler | Chief of Clients & Markets | USD 1,201,596 | Male | 1961 | Active |
John Higgins | Chief of Client & Partner Success | USD 996,870 | Male | 1975 | Active |
Kenneth R. Stillwell Jr. | Chief Operating Officer & Chief Financial Officer | USD 890,843 | Male | 1971 | Active |
Kerim Akgonul | Chief Product Officer | USD 736,522 | Male | 1972 | Active |
Peter Welburn | Vice President of Investor Relations | — | Male | — | Active |
Benjamin Ostapuk | Chief Legal Officer | — | Male | — | Active |
Don Schuerman | Chief Technology Officer and Vice President of Marketing & Technology Strategy | — | Male | — | Active |
Efstathios A. Kouninis | Chief Accounting Officer, Vice President of Finance & Treasurer | — | Male | 1962 | Active |
David Vidoni | Chief Information Officer | — | Male | — | Active |
LOS ANGELES--(BUSINESS WIRE)---- $PEGA--PEGA Investors Have Opportunity to Join Pegasystems Inc. Fraud Investigation with SBS Law.
Pegasystems (PEGA) reported earnings 30 days ago. What's next for the stock?
NEW YORK, Aug. 20, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Pegasystems Inc. ("Pegasystems" or the "Company") (NASDAQ: PEGA). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
NEW YORK, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Pegasystems Inc. (“Pegasystems” or the “Company”) (NASDAQ: PEGA). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.
[url="]Pegasystems Inc.[/url] (NASDAQ: PEGA), the enterprise AI software company for mission-critical work, today announced new [url="]responsible AI[/url] adva
