Equity Profile

DASTY

Dassault SystÃ¨mes SE

Information TechnologyApplication Software$28.8B

Jul23Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Dassault Systèmes SE (DASTY) is a leading software company in the Information Technology sector, specializing in 3D design, 3D digital mock-up, and product lifecycle management software. As industries increasingly adopt digital solutions to enhance efficiency and innovation, Dassault's offerings are crucial for companies looking to optimize their design and manufacturing processes.

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of a company's profitability and performance, which investors closely watch to gauge financial health.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and is vital for assessing future prospects.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

DASTY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.27%

Avg Stock Reaction

-4.96%

Last Quarter Recap

In Q1 2026, Dassault reported an EPS of $0.35, exceeding expectations by 13.64%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on enhancing product offerings to meet customer needs.
Commitment to expanding into new markets.
Plans to invest in research and development for innovative solutions.

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, especially given the company's consistent track record of beating EPS estimates. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If Dassault continues its trend of beating EPS estimates and provides positive revenue guidance, it could signal strong operational performance and growth potential.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this figure will be critical in shaping investor sentiment and stock price direction.

Will there be any guidance on revenue growth for the upcoming quarters?

Revenue guidance is essential for understanding the company's growth trajectory and market position, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for strong EPS growth due to recent investments in product innovation and market expansion.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating a strong operational performance.

Recent trends in the software industry suggest increasing demand for Dassault's offerings, which could drive revenue higher than expected.

Key Risk

If the EPS comes in below $0.30, it could significantly undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Dassault can maintain its earnings momentum and provide clarity on future revenue growth.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±12.79%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect notable volatility around the earnings announcement.

Options are pricing ±13.8% while DASTY has averaged ±7.6% over the last 8 prints — setup is pricing rich.

Detail

30d HV

30.3%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dassault beats expectations and raises guidance, history suggests a potential stock increase of around 0.63% on the following trading day.

In-Line / Cautious

If the results are in line with expectations but lack strong guidance, the stock may experience muted movement as investors digest the news.

Miss

Should the company miss expectations, history suggests a potential decline of around 4.96% on the next trading day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations.
2Details on market expansion efforts and their expected impact on revenue.
3Insights into customer demand trends and how they are affecting sales.
4Management's outlook on the competitive landscape and potential challenges.
5Any commentary on cost management and operational efficiency improvements.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Domino's Pizza, Inc.

Company Snapshot

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of a company's profitability and performance, which investors closely watch to gauge financial health.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and is vital for assessing future prospects.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

DASTY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.27%

Avg Stock Reaction

-4.96%

Last Quarter Recap

In Q1 2026, Dassault reported an EPS of $0.35, exceeding expectations by 13.64%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on enhancing product offerings to meet customer needs.
Commitment to expanding into new markets.
Plans to invest in research and development for innovative solutions.

Expectations

Wall Street Expectations

Bull Case

If Dassault continues its trend of beating EPS estimates and provides positive revenue guidance, it could signal strong operational performance and growth potential.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this figure will be critical in shaping investor sentiment and stock price direction.

Will there be any guidance on revenue growth for the upcoming quarters?

Revenue guidance is essential for understanding the company's growth trajectory and market position, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for strong EPS growth due to recent investments in product innovation and market expansion.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating a strong operational performance.

Recent trends in the software industry suggest increasing demand for Dassault's offerings, which could drive revenue higher than expected.

Key Risk

If the EPS comes in below $0.30, it could significantly undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Dassault can maintain its earnings momentum and provide clarity on future revenue growth.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±12.79%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect notable volatility around the earnings announcement.

Options are pricing ±13.8% while DASTY has averaged ±7.6% over the last 8 prints — setup is pricing rich.

Detail

30d HV

30.3%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dassault beats expectations and raises guidance, history suggests a potential stock increase of around 0.63% on the following trading day.

In-Line / Cautious

If the results are in line with expectations but lack strong guidance, the stock may experience muted movement as investors digest the news.

Miss

Should the company miss expectations, history suggests a potential decline of around 4.96% on the next trading day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations.
2Details on market expansion efforts and their expected impact on revenue.
3Insights into customer demand trends and how they are affecting sales.
4Management's outlook on the competitive landscape and potential challenges.
5Any commentary on cost management and operational efficiency improvements.