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2026-07-14Baillie Gifford Monthly Income FundNeutralBaillie Gifford Monthly Income Fund FactsheetDetail →
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2026-07-01Scottish American Investment Company / SAINTS (Baillie Gifford)NeutralSAINTS Valuation - 31 May 2026Detail →
2025-09-30Baillie Gifford Global Alpha Growth FundBearBaillie Gifford UK & Balanced Funds ICVC Interim Report - July 2025Detail →
Earnings Callsⓘ
Q2 2026May 20, 2026
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Summary Conclusion: Results exceeded expectations, primarily driven by strong growth in the industrial and data center segments as well as capacity expansion.
Business Progress: Data center revenue grew over 90% YoY; industrial segment accounting for 50% grew 56%; BMS business resumed growth for the first time in two years. Acquired Empower Semiconductor to enhance vertical power delivery capabilities in the AI accelerator space.
Guidance & Outlook: Q3 revenue expected at $3.09B , EPS $3.03 ; Industrial, automotive, and communications segments expected to post sequential growth, while consumer segment is expected to decline sequentially.
Risks/Highlights: CEO warned that surging demand could lead to supply chain pressure in 2027; consumer market Q3 guidance is bearish.