Veeva Systems Inc. (VEEV)

Veeva Systems beat expectations on both the top and bottom line in the second fiscal quarter of 2027, based on preliminary results reported August 26, 2026, with adjusted EPS of $2.35 topping the $2.22 estimate (+5.9%) as revenue of $928.0 million topped the $905.4 million estimate (+2.5%). Revenue rose 17.6% to roughly $928 million (up from about $789 million a year ago), with North America remaining the largest region at about $526 million (+14.5% YoY) while Europe grew faster at roughly $266 million (+22.4%). Profitability held at high levels, with gross margin at 75.0% and operating margin at 29.6%, as GAAP net income increased 36.5% to about $273 million (from roughly $200 million a year ago). The company generated operating cash flow of about $238.7 million. For the next period, consensus calls for EPS of $2.28 on revenue of $922.3 million.