Are DSGR, AVB, SLP, APGE Obtaining Fair Deals for their Shareholders?
Are DSGR, AVB, SLP, APGE Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, July 31, 2026
Simulations Plus, Inc. (SLP) is a worldwide developer of sophisticated software and services aimed at enhancing drug discovery and development processes. The ...
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Est. EPS $0.14 · Revenue $19.14M · 2 analysts
Est. EPS $0.33 · Revenue $25.16M · 1 analysts
Est. EPS $0.27 · Revenue $22.55M · 1 analysts
Est. EPS $0.91 · Revenue $86.26M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $79.2M | +13.1% | -9.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-64.7M | -750.2% | -21.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +58.4% | -5.3% | +4.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -89.3% | -1120.1% | -11.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -81.7% | -674.9% | -12.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $17.4M | +36.5% | +73.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +22.0% | +20.7% | +92.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.5% | -10.5% | -7.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 7.67x | +135.2% | +1.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $131.9M | -36.5% | +4.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -3.22 vs 1.03 | -411.3% | 0.18 vs 0.23 | -22.6% |
| Revenue Surprise | $79.2M vs $79.0M | +0.3% | $21.9M vs $20.9M | +4.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | DiBella John Anthony II | officer: Chief Revenue Officer | Common Stock | D | 1,000 | $18.28 |
| Jul 6, 2026 | DiBella John Anthony II | officer: Chief Revenue Officer | Common Stock | D | 1,000 | $18.36 |
| Jul 1, 2026 | WOLTOSZ WALTER S | director, 10 percent owner: | Common Stock | D | 4,177 | $18.44 |
| Jun 16, 2026 | Fiedler-Kelly Jill | officer: President, Services Solutions | Common Stock | A | 7,350 | $10.05 |
| Jun 16, 2026 | Fiedler-Kelly Jill | officer: President, Services Solutions | Common Stock | D | 7,350 | $18.20 |
Operator: Greetings, and welcome to the Simulations Plus Incorporated Second Quarter Fiscal Year 2026 Financial Results Conference Call. [Operator Instructions] And please note that this conference is being recorded. It is now my pleasure to turn the conference over to Lisa Fortuna. Thank you. You may begin. Lisa Fortuna: Good afternoon, everyone. Welcome to the Simulations Plus Second Quarter Fiscal Year 2026 Financial Results Conference Call. With me today are Shawn O'Connor, Chief Executive Officer; and Will Frederick, Chief Financial Officer of Simulations Plus. Please note that we updated our quarterly earnings presentation, which will serve as a supplement to today's prepared remarks. You can access the presentation on our Investor Relations website at simulation-plus.com. After management's commentary, we will open the call for questions. As a reminder, the information discussed today may include forward-looking statements that involve risks and uncertainties. Words like believe, expect and anticipate refer to our best estimates as of this call, and actual future results could differ significantly from these statements. Further information on the company's risk factors is contained in the company's quarterly and annual reports and filed with the Securities and Exchange Commission. In the 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 most recent earnings release available on the company's website. Please refer to the reconciliation tables and the accompanying materials for additional information. With that, I'll turn the call over to Shawn O'Connor. Please go ahead. Shawn O'Connor: Thank you, and welcome, everyone. We exceeded the top line guidance that we communicated to you last quarter and delivered $24.3 million in revenue during second quarter with growth in both our Software and Service segments. Adjusted EBITDA was $8.7 million, reflecting a 36% margin and adjusted diluted EPS was $0.35, in line with our internal expectations. Turning to the macro environment. We continue to see encouraging market conditions globally, supported by ongoing most favored nation pricing agreements, easing tariff concerns and a more supportive funding environment for our customers. On the regulatory front, the new approaches methodologies or NAMS guidance issued late last year was further clarified with an additional update last month. Against this backdrop, we're seeing a pickup in client spending reflected in solid software renewal rates, increased new logo activity and strengthened service bookings. Overall, we're pleased with our first half fiscal 2026 performance and encouraged by the momentum that it is building across the business. Next, I want to address the broader discussion around artificial intelligence and its impact on software companies, including our own. Over the past …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Shawn O'Connor | Chief Executive Officer | USD 529,122 | Male | 1960 | Active |
William Frederick | CFO, Executive VP & Corporate Secretary | USD 360,053 | Male | 1964 | Active |
John Anthony DiBella | Chief Revenue Officer | USD 358,022 | Male | 1980 | Active |
Steven Chang | Global Head of Strategic Alliances | USD 351,326 | Male | 1968 | Active |
Jill Fiedler-Kelly | President of Services Solutions | USD 334,128 | Female | 1970 | Active |
Josh Fohey | Chief Operating Officer | USD 270,973 | Male | 1983 | Active |
Jennifer Presnell | Accounting Manager | — | Female | — | Active |
Bud Nelson | VP, Corporate Counsel & Personal Data Protection Officer | — | — | — | Active |
Lindsay Luke | Vice President of Human Resources | — | Female | — | Active |
Christina Hendrickson | Senior Director of Corporate Marketing | — | Female | — | Active |
Viera Lukacova | Chief Science Officer | — | Female | 1974 | Active |
Are DSGR, AVB, SLP, APGE Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, July 31, 2026
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [url="]Kahn Swick and Foti[/url], LLC (âKSFâ) are investigating the propos
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Simulations Plus, Inc. (NasdaqGS: SLP) to affiliates of Altaris, LLC. Under the terms of the proposed transaction, shareholders of Simulations will receive $18.50 in cash for each share of Simulations that they own. KSF is seeking to determine whether this consideration and the process that led to i.
San Diego, California--(Newsfile Corp. - July 29, 2026) - Robbins LLP announces that it is investigating Simulation Plus, Inc. (NASDAQ: SLP) to determine whether certain officers and directors violated securities laws or breached fiduciary duties owed to shareholders The investigation concerns whether Simulation Plus made materially false or misleading statements or omitted material information regarding its financial reporting, internal controls, and business outlook. Investors who purchased Simulation Plus securities and suffered losses may have legal rights.