Earnings call transcript: Everpure Q2 2026 beats on growth, raises outlook

Everpure's Q2 2026 earnings call revealed a strong performance with revenue growing by 38% year-over-year to $1.186 billion and operating profit surging 77% to $230 million. The company raised its full-year revenue outlook to $5.0 billion to $5.7 billion and operating profit guidance to $940 million to $960 million. Product revenue rose 54% to $687 million, while subscription services revenue increased 20% to $499 million.

International revenue was notable, growing 75% to $498 million, representing 42% of total revenue. The company's storage-as-a-service business, Evergreen//One, reached over $1 billion in annualized contract value. Everpure's operating margin stood at 19.4%, with total gross margin at 69.9%. The stock saw a 5.92% increase in regular trading and another 2.66% after hours, closing at $111.80, near its 52-week high.