)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Comet
Comet (COTN) investor relations material
Comet Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary14 Apr, 2026
Executive summary
Net sales for Q1 2026 were CHF 106.3 million, down 4.5% year-over-year, or 5.8% in constant currency.
Incoming orders surged to CHF 144.9 million, up 22.3% year-over-year and 11.6% sequentially from Q4 2025.
Book-to-bill ratio reached 1.4, indicating strong demand and future revenue visibility.
Financial highlights
Net sales declined due to lower revenues in PCT and IXS divisions, while IXM showed solid growth.
Adjusted EBITDA margin guidance excludes one-off items related to Penang site start-up and efficiency program, impacting margin by about 3 percentage points.
Outlook and guidance
Market estimates suggest 15% to 25% year-over-year growth in wafer fabrication equipment spending for 2026.
Net sales and adjusted EBITDA margin for 2026 expected to significantly exceed 2025 levels.
Strong order book supports expectations for continued net sales progression in Q2 2026 and beyond.
Cautious quantitative outlook maintained due to limited visibility on timing and strength of the upturn.
Impact of Penang site start-up on adjusted EBITDA
Direct vs indirect exposure to Middle East risks
Divisional drivers of the 1.4 book-to-bill
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Comet
- Sales up 2.6% with strong 2026 outlook as semiconductor demand and margins set to rise.COTN
H2 20256 Mar 2026 - Net profit more than doubled as semiconductor recovery drove higher orders in H1 2024.COTNH1 20242 Feb 2026
- Double-digit growth and margin expansion driven by semiconductor recovery and PCT strength.COTNH2 202417 Dec 2025
- Strong sales growth led by PCT, but margin pressure and cautious FY25 outlook persist.COTNH1 202516 Nov 2025
- RF and x-ray innovation, AI, and Asian expansion target CHF 670–770M sales by 2028.COTNCMD 202513 Nov 2025
- Q3 sales fell 9.4% year-over-year, but full-year guidance remains, with recovery seen in 2026.COTNQ3 2025 TU17 Oct 2025
Next Comet earnings date
Q2 202631 Jul, 2026
Comet
Next Comet earnings date
Q2 202631 Jul, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Explore our global coverage