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Simulations Plus Earnings Calls
| Release date | Jul 09, 2026 |
| EPS estimate | $0.230 |
| EPS actual | - |
| Revenue estimate | 20.896M |
| Revenue actual | - |
| Expected change | +/- 4.61% |
| Release date | Apr 09, 2026 |
| EPS estimate | $0.270 |
| EPS actual | $0.350 |
| EPS Surprise | 29.63% |
| Revenue estimate | 21.659M |
| Revenue actual | 24.291M |
| Revenue Surprise | 12.15% |
| Release date | Jan 08, 2026 |
| EPS estimate | $0.180 |
| EPS actual | $0.130 |
| EPS Surprise | -27.78% |
| Revenue estimate | 18.062M |
| Revenue actual | 18.421M |
| Revenue Surprise | 1.99% |
| Release date | Dec 01, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.100 |
| Revenue estimate | 17.389M |
| Revenue actual | 17.46M |
| Revenue Surprise | 0.409% |
Last 4 Quarters for Simulations Plus
Below you can see how SLP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 01, 2025 |
| Price on release | $17.11 |
| EPS estimate | $0.100 |
| EPS actual | $0.100 |
| Date | Price |
|---|---|
| Nov 24, 2025 | $17.18 |
| Nov 25, 2025 | $17.13 |
| Nov 26, 2025 | $17.29 |
| Nov 28, 2025 | $17.00 |
| Dec 01, 2025 | $17.11 |
| Dec 02, 2025 | $19.53 |
| Dec 03, 2025 | $20.35 |
| Dec 04, 2025 | $20.49 |
| Dec 05, 2025 | $19.64 |
| 4 days before | -0.407% |
| 4 days after | 14.79% |
| On release day | 14.14% |
| Change in period | 14.32% |
| Release date | Jan 08, 2026 |
| Price on release | $18.05 |
| EPS estimate | $0.180 |
| EPS actual | $0.130 |
| EPS surprise | -27.78% |
| Date | Price |
|---|---|
| Jan 02, 2026 | $18.11 |
| Jan 05, 2026 | $19.20 |
| Jan 06, 2026 | $19.27 |
| Jan 07, 2026 | $18.99 |
| Jan 08, 2026 | $18.05 |
| Jan 09, 2026 | $19.60 |
| Jan 12, 2026 | $18.91 |
| Jan 13, 2026 | $19.87 |
| Jan 14, 2026 | $19.89 |
| 4 days before | -0.331% |
| 4 days after | 10.19% |
| On release day | 8.59% |
| Change in period | 9.83% |
| Release date | Apr 09, 2026 |
| Price on release | $12.99 |
| EPS estimate | $0.270 |
| EPS actual | $0.350 |
| EPS surprise | 29.63% |
| Date | Price |
|---|---|
| Apr 02, 2026 | $11.99 |
| Apr 06, 2026 | $12.46 |
| Apr 07, 2026 | $12.65 |
| Apr 08, 2026 | $13.00 |
| Apr 09, 2026 | $12.99 |
| Apr 10, 2026 | $13.04 |
| Apr 13, 2026 | $12.95 |
| Apr 14, 2026 | $13.37 |
| Apr 15, 2026 | $14.64 |
| 4 days before | 8.34% |
| 4 days after | 12.70% |
| On release day | 0.385% |
| Change in period | 22.10% |
| Release date | Jul 09, 2026 |
| Price on release | - |
| EPS estimate | $0.230 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jun 15, 2026 | $16.37 |
| Jun 16, 2026 | $18.24 |
| Jun 17, 2026 | $18.25 |
| Jun 18, 2026 | $18.24 |
| Jun 22, 2026 | $18.10 |
Simulations Plus Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Q1 FY2026 results: Revenue $18.4M, down 3% YoY (in line with guidance). Adjusted EBITDA $3.5M; adjusted EPS $0.13, in line with management expectations.
- Revenue mix shift: Software revenue declined 17% and represented 48% of revenue; Services revenue grew 16% and represented 52% of revenue. Services strength was led by MedCom (commercialization) and biosimulation services.
- Product breakdown: On a trailing 12-month basis, Development products (GastroPlus, MonolixSuite) = 77% of software revenue, Discovery (ADMET Predictor) = 18%, Clinical ops (Proficiency) = 5%. QSP (therapeutic model) licensing is lumpy and had tougher comps vs. the prior-year quarter.
- Bookings and backlog: Ending services backlog rose 18% YoY to $20.4M; total services projects in Q1 = 186. Management describes services as a leading indicator for future software demand as client budgets reopen.
- Client metrics: 302 commercial clients, average revenue per client $97k for the quarter ($147k on a trailing 12-month basis), renewal rate 88% for the quarter (87% trailing 12 months).
- Margins and profitability: Total gross margin 59% (software 84%, services 36%). Improvement in both software and services gross margins vs. year-ago quarter.
- Balance sheet and cash: Cash and short-term investments $35.7M; no debt; strong free cash flow.
- Investment priorities: Increased R&D spend to build an integrated product ecosystem (cloud, AI-driven workflows, regulatory-grade modeling). Some services personnel were reallocated to product development; capitalized software work remains in the mid-20% of R&D activity.
- Guidance unchanged for FY2026: Total revenue $79.0M–$82.0M (0%–4% YoY growth), software mix 57%–62%, adjusted EBITDA margin 26%–30%, adjusted diluted EPS $1.03–$1.10. Q2 revenue expected ~$21M–$22M.
- Near-term catalysts/risk factors: Management sees improving biotech funding and easing tariff/most-favored-nation uncertainty as supportive for client budgets. Key risk is quarter-to-quarter lumpiness in perpetual license sales (especially QSP models) and impacts from customer consolidation/M&A on renewals.
