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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Reply
Reply (REY) investor relations material
Reply Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary30 Jul, 2026
Executive summary
Consolidated turnover for H1 2026 reached €1,311.9 million, up 7.4% year-over-year, with all key indicators positive.
All key financial indicators showed growth compared to H1 2025.
Management highlighted the strategic focus on artificial intelligence and continued investments in technology and innovation as drivers of competitiveness and growth.
Financial highlights
H1 2026 revenue: €1,311.9 million (+7.4% YoY); Q2 2026 revenue: €667.0 million (+8.7% YoY).
H1 2026 EBITDA: €233.2 million (17.8% margin), up from €223.7 million in H1 2025; EBIT: €189.7 million (14.5% margin), up from €188.4 million; net income: €133.1 million, up from €125.6 million.
Net financial position at 30 June 2026: €402.0 million, down from €467.6 million at year-end 2025.
Operating cash flow for H1 2026: €120.9 million; cash and cash equivalents at period end: €512.8 million.
EPS for H1 2026: €3.58, up from €3.33 in H1 2025.
Outlook and guidance
Management expects continued positive performance for the remainder of 2026, supported by a solid financial position and business visibility.
Focus remains on sustainable growth, disciplined cost management, and capital allocation, with continued investment in AI and digital transformation to drive future growth.
The company aims to further develop expertise and platforms to support clients in embedding AI into business processes.
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Latest events from Reply
- Q1 2026 revenue grew 6.2% to €645M, with strong margins and a robust net financial position.REY
Q1 2026 - Revenue and net profit climbed, with robust cash flow and AI-driven growth.REYQ4 2025
- Revenue up 9%, EBITDA margin at 18.4%, and strong liquidity driven by AI-led growth.REYQ3 2025
- H1 2025 saw 8.6% revenue growth, margin expansion, and a strong net financial position.REYQ2 2025
- Strong revenue and margin growth, robust financial position, and focus on AI and UK expansion.REYQ3 2024
- Revenue and profitability rose sharply in H1 2024, fueled by AI and cloud demand.REYQ2 2024
- Q1 2025 saw robust revenue and margin growth, fueled by AI and digital transformation demand.REYQ1 2025
- Revenue and profit surged, driven by double-digit growth and AI-led digital transformation.REYQ4 2024
Next Reply earnings date
Q3 202612 Nov, 2026
Reply
Next Reply earnings date
Q3 202612 Nov, 2026
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Frequently asked questions
Reply S.p.A. offers consulting, systems integration, and digital services focused on emerging technologies such as artificial intelligence, cloud computing, and the Internet of Things. The company serves clients across industries including telecom, finance, automotive, and healthcare. Its services span strategic advisory to solution implementation. The company is headquartered in Turin, Italy, and its shares are listed on the BIT.