UFP Industries Inc (UFPI) Q1 2026 Earnings Call Transcript
UFP Industries reported Q2 2025 net sales of $1.8 billion, a 3.5% year‑over‑year decline, while adjusted EBITDA fell 15% to $174 million and margin slipped to 9.5%. The company highlighted a 45% surge in its SureStone composite decking sales and continued rollout to roughly 1,500 retail locations by 2026. Management is advancing a $60 million cost‑out program slated for full benefit in 2026 and plans to close two underperforming facilities, generating a $15‑$17 million one‑time gain. Strong liquidity of $2.1 billion underpins a new $300 million share‑repurchase authorization and a 35‑cent dividend.
Old Dominion Freight Line Inc (ODFL) Q1 2026 Earnings Call Transcript
Old Dominion Freight Line reported Q2 2025 revenue of $1.41 billion, a 6.1% decline year‑over‑year, as LTL tons per day fell 9.3%. The operating ratio deteriorated to 74.6%, up 270 basis points, driven by higher overhead and employee benefit costs, which...
Acadia Healthcare Company Inc (ACHC) Q1 2026 Earnings Call Transcript
Acadia Healthcare reported Q3 2025 revenue of $851.6 million, a 4.4% year‑over‑year increase, but adjusted EBITDA slipped to $173 million, $5 million below internal forecasts. The company lowered its full‑year outlook, trimming revenue to $3.28‑$3.30 billion and adjusted EBITDA to $650‑$660 million....
Penske Automotive Group Inc (PAG) Q1 2026 Earnings Call Transcript
Penske Automotive Group reported $31 billion in revenue and $1.3 billion earnings before taxes for the year, delivering $935 million net income and an annual EPS of $14.13. The company raised its quarterly dividend to $1.40 per share, marking the 21st consecutive increase,...
FTAI Aviation Ltd (FTAI) Q1 2026 Earnings Call Transcript
FTAI Aviation reported a strong Q1 2026 earnings call, highlighting a $2 billion equity raise for SCI I and the upcoming launch of SCI II, which together target $6 billion of capital for mid‑life narrow‑body aircraft. Aerospace Products posted Q4 adjusted EBITDA of $195 million,...
Garmin Ltd (GRMN) Q1 2026 Earnings Call Transcript
Garmin reported record Q4 revenue of $2.125 billion, a 17% year‑over‑year increase, pushing full‑year revenue to $7.246 billion, up 15% and setting new annual highs. The fitness segment drove the strongest growth, delivering $2.36 billion in revenue, a 33% jump, while operating margins...
Delek Logistics Partners LP (DKL) Q1 2026 Earnings Call Transcript
Delek Logistics Partners reported a record 2025 adjusted EBITDA of $536 million, driven by strong natural‑gas, crude and water operations and the integration of H2O and Gravity assets. The new Libbey II processing plant raised capacity to roughly 160 MMscf per day, supporting...
VICI Properties Inc (VICI) Q1 2026 Earnings Call Transcript
VICI Properties reported a 6.8% year‑over‑year increase in AFFO to $642.5 million for Q1 2026, with AFFO per share rising to $0.60 and full‑year 2025 AFFO reaching $2.5 billion. The REIT maintained a disciplined capital structure, expanding share count only 1% while...
Meta Platforms Inc (META) Q1 2026 Earnings Call Transcript
Meta Platforms reported Q1 2026 revenue of $56.3 billion, a 33% year‑over‑year increase driven by a 33% rise in family‑of‑apps ad revenue. Daily Active People reached 3.5 billion, though a slight sequential dip reflected internet disruptions in Iran and Russia. The company...
Employers Holdings Inc (EIG) Q1 2026 Earnings Call Transcript
Employers Holdings reported Q1 2026 results showing an 11% drop in gross premiums to $156.8 million, while losses and LAE rose 18.7% to $134.4 million. Net investment income jumped 17.6% to $31.4 million after strong private‑equity returns, but a $40...
National Fuel Gas Co (NFG) Q2 2026 Earnings Call Transcript
National Fuel Gas reported a GAAP loss of $1.23 per share for Q2 2020, driven by a $1.49 per share impairment on oil and gas assets and lower commodity prices. Adjusted earnings fell to $0.97 per share, prompting a modest...
Prosperity Bancshares, Inc (PB) Q1 2026 Earnings Call Transcript
Prosperity Bancshares reported a 7.6% year‑over‑year rise in Q1 net income to $139.9 million and a 13.3% increase in annual EPS to $5.72. The bank’s net interest margin improved to 3.3% and deposits grew $700 million sequentially, reaching $28.4 billion. Completed mergers with...
Adamas Trust Inc (ADAM) Q1 2026 Earnings Call Transcript
Adamas Trust reported a $3.1 billion expansion of its investment portfolio in 2025, pushing Agency RMBS to 63% of assets and targeting 60‑70% of equity capital through 2026. Earnings available for distribution rose 44% year‑over‑year to $0.23 per share, fully covering...
BIGG Digital Assets Inc. Reports Audited Financial Results for Fiscal Year 2025
BIGG Digital Assets Inc. posted audited FY2025 results, showing revenue modestly up 3% to CAD $12.86 million (≈US $9.4 million). The company narrowed its net loss to CAD $1.3 million (≈US $0.95 million), a $24.6 million improvement, while gross margin rose to 97.6%. Netcoins processed over $1 billion in trading...
Tech Budgets: CFOs Battle the Bulge
CFOs are grappling with swelling tech budgets as cybersecurity and AI investments surge, making cost discipline a delicate balancing act. A language gap between finance and IT often leads to duplicated spreadsheets and misaligned spending, according to TBM Council’s Powell...
Booking Slides as Second-Quarter Guidance Misses on Mideast
Booking Holdings forecast second‑quarter revenue growth of 4%‑6%, missing the Wall Street consensus of 11%. The shortfall reflects weakened travel demand due to the ongoing Middle East conflict, which the company expects to dampen bookings through June. In response, Booking...
Bed Bath & Beyond Q1 2026 Revenue Rises 7% as Net Loss Narrows to $16.4M
Bed Bath & Beyond reported first‑quarter 2026 revenue of $247.8 million, up 6.9% year‑over‑year, while net loss narrowed to $16.4 million. Management highlighted cost reductions, AI‑driven efficiencies and ongoing store‑footprint optimization as the drivers of the modest rebound.
Former Waste Management CFO to Women: Don’t Wait for Perfect
Devina Rankin, who spent nine years as Waste Management’s chief financial officer, stepped down in November and now serves as an advisor before leaving the company. In a candid interview she urged women aspiring to finance leadership to abandon perfectionism...
Dispatch 20
Corporate Travel Management (CTM) may need to issue new shares to raise cash for refunds to UK clients after a seven‑month ASX suspension and significant accounting restatements. RBC Capital Markets flagged a sharp increase in CTM's expected revenue reversals and...
Microsoft, OpenAI Revise Deal, Opening Door for Anthropic and Google Cloud Access
Microsoft and OpenAI announced an amended partnership that ends exclusive Azure revenue sharing and lets OpenAI deliver its services on any cloud platform. The change paves the way for collaborations with rivals such as Anthropic and Google, forcing CFOs to...
P&G CFO Says Pricing Power Must Be Earned, Highlights $21.2 B Sales and Cost Headwinds
Procter & Gamble CFO Andre Schulten told investors on the fiscal Q3 earnings call that pricing power must be earned, not assumed. The consumer‑goods giant posted $21.2 B in net sales, a 7% year‑over‑year rise, but warned of $0.25‑per‑share cost headwinds...
Deutsche Börse Confirms 2026 Guidance as Q1 Profit Rises 11% to €585 M
Deutsche Börse Group kept its 2026 guidance unchanged after posting a first‑quarter net profit of €585 million, an 11% rise from the prior year. The results, driven by higher EBITDA and solid earnings per share, signal confidence in the firm’s core...
Cadence Q1 2026 Revenue Surges to $1.47B, Hexagon Deal Drags EPS
Cadence Design Systems reported $1.474 billion revenue for Q1 2026, a 19% year‑over‑year rise, while flagging that the recent Hexagon acquisition will dilute earnings per share by $0.28 and compress margins by 5%‑10% in the short term. The company raised its...
Ryan Lulow Named Mountain Mike’s CFO
Mountain Mike’s appointed Ryan Lulow as its chief financial officer, elevating him from vice president of finance after a decade with the brand. Lulow will steer franchisee profitability, refine promotional and loyalty programs, and hunt for supply‑chain cost savings while...
Zimmer Biomet CFO Departs for New Job
Zimmer Biomet’s chief financial officer, Suketu Upadhyay, is leaving after seven years to become CFO of biotech firm Incyte. The orthopedics maker named controller Paul Stellato as interim CFO while it searches for a permanent replacement. In its first quarter,...
Prilenia Appoints Dr. Elisabeth Leiderman as Chief Financial Officer
Prilenia Therapeutics announced the appointment of Dr. Elisabeth (Lis) Leiderman, MD, MBA as its new chief financial officer. Leiderman brings over two decades of finance, corporate development, and investment‑banking experience in life sciences, including CFO roles at Dewpoint, Atsena and...
NextRoll Appoints Finance and Marketing Leadership to Support Next Phase of Platform Growth
NextRoll, the maker of the AI‑powered AdRoll advertising platform, announced the hiring of Ryan Carhart as chief financial officer and Ryan Horn as vice president of marketing. The moves are designed to tighten the link between finance and go‑to‑market functions...
Domino's Q1 2026 Revenue Rises 3.5% as Same‑Store Sales Edge Higher
Domino's Pizza posted a 3.5% revenue increase to $38.5 million and a 9.6% jump in income from operations for Q1 2026, while same‑store sales grew 0.9% in the U.S. and fell 0.4% internationally. The company added 180 net stores worldwide and approved...
Bank Millennium Posts $72 M Q1 Profit, Beats Forecast as Polish Banking Gains Momentum
Bank Millennium announced a first‑quarter profit of PLN 301 million ($72 million), up from PLN 179 million a year earlier, while revenue slipped 0.7% to PLN 1.595 billion. The earnings beat lifts sentiment toward Poland’s banking sector and puts pressure on peers to deliver similar growth.
Commvault Earnings Beat Estimates. CFO Says AI Boosting Cyber Resilience Demand.
Commvault reported fiscal Q4 earnings that topped expectations, posting adjusted earnings of $1.28 per share, a 24% year‑over‑year increase, and revenue of $312 million, up 13% and beating the $307 million consensus. The company guided subscription revenue of $263‑$265 million for the next...
ASSA ABLOY AB (Publ) (ASAZY) Q1 2026 Earnings Call Transcript
ASSA ABLOY reported a strong start to fiscal 2026, with organic sales up 2% and an additional 2% boost from acquisitions. EBIT margin improved by 40 basis points year‑over‑year, while EBITDA reached 15.3% of revenue. Operating leverage stood at 51%,...
YIT Oyj (YITYY) Q1 2026 Earnings Call Transcript
YIT Oyj reported a solid start to 2026, with its Residential Central‑and‑Eastern Europe (CEE) segment delivering double‑digit revenue growth and expanding margins. Both contracting divisions posted higher sales, reinforcing the company’s trajectory toward its full‑year profitability targets despite lingering global...
UPS Beats Wall Street Estimates on Top and Bottom Lines
United Parcel Service posted first‑quarter 2026 results that topped Wall Street forecasts, delivering adjusted earnings per share of $1.07 versus the $1.02 consensus and revenue of $21.2 billion against the $20.99 billion estimate. Net income fell to $864 million from $1.19 billion a year...
UPS Q1 Profit Surges Despite Lower Volumes
UPS' Q1 earnings is out this morning - https://t.co/JtDI52CRxS YoY, volumes lower, revenue per piece higher. Check out UPS SCS's operating profit which was $205 million compared to Q1 2025's 46 million. Middle East impact? We'll see what they say...
Netflix Co‑Founder Reed Hastings to Exit Board, Raising Questions on Future Strategy
Netflix announced that co‑founder Reed Hastings will leave the board in June, coinciding with a $25 billion share‑repurchase program and a Q1 revenue jump to $12.25 billion. Investors are weighing the leadership change against the company’s growth outlook and competitive pressures.
RadNet, Inc. Announces Date of Its First Quarter 2026 Financial Results Conference Call
RadNet, Inc. announced that its first‑quarter 2026 earnings call will take place on Monday, May 11, 2026 at 7:30 a.m. Pacific Time (10:30 a.m. Eastern). Investors can join by dialing the toll‑free number 844‑744‑1280 or the international line 412‑564‑6465, with a live...
Barclays Q1 Pretax Profit Rises to £2.8bn, Reaffirms 2026‑2028 Targets
Barclays reported a first‑quarter pretax profit of £2.8 billion, up from £2.7 billion a year earlier, and lifted basic earnings per share to 14.1 pence. The bank also reiterated its 2026‑2028 RoTE and income targets while announcing a new £500 million share‑buyback programme.
OpenAI Misses Revenue Targets, CFO Warns $1.5 Trillion Compute Commitments May Be Unsustainable
OpenAI missed its internal revenue and user growth targets, and CFO Sarah Friar warned the company may not be able to honor $1.5 trillion of compute contracts. The shortfall raises questions about the sustainability of the AI leader’s massive capital plan...
Novartis Q1 Profit Falls to $3.16 Billion as Generic Competition Erodes Sales
Novartis AG posted a first‑quarter profit of $3.156 billion, down from $3.609 billion a year earlier, and revenue slipped 0.9% to $13.113 billion. The results missed analysts’ forecasts, reflecting pressure from generic rivals on several flagship drugs.
Conduit Re CFO Elaine Whelan to Retire in Q3’26
Chief Financial Officer Elaine Whelan announced she will retire from Conduit Holdings and Conduit Re effective September 30, 2026. Whelan, who also serves as an Executive Director, will remain in her role through the transition to ensure continuity. The board...
Telenor Q1 2026 Results: Revenue Falls to NOK 18,197 Mn, ARPU Growth in Nordics, Capex Drops 7.4% Amid 5G Maturity
Telenor posted a 1.4% revenue dip to NOK 18.2 bn (≈$2 bn) in Q1 2026, with service revenue falling 1.3%. Despite the decline, average revenue per user (ARPU) rose across the Nordics, notably a 4% increase in Norway, while operating expenses fell 2.4% thanks...
OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can't Be Paid
OpenAI disclosed that it missed both its user‑growth and revenue targets for the latest quarter, prompting CFO Sarah Friar to warn that the company may not be able to honor its $1.5 trillion compute‑spending commitments. The shortfall has triggered board scrutiny...
OneTrust Appoints Doug Owens as CFO to Steer AI‑Ready Governance Growth
OneTrust announced Doug Owens as its new chief financial officer. Owens, a two‑decade finance veteran from Vista Equity Partners and PDI Software, will oversee global financial operations as the privacy‑software firm prepares for an IPO and accelerated growth. The hire...
IFS Names Ryan Courson CFO as ARR Surges 25% in Q1 2026
IFS announced Ryan Courson as its new chief financial officer as the company posted a 25% rise in annual recurring revenue and a 114% net retention rate for Q1 2026. The move aims to reinforce financial discipline while the firm...
Avient Appoints Giuseppe “Joe” Di Salvo as CFO Ahead of 2026 Earnings Season
Avient Corporation named Giuseppe “Joe” Di Salvo as its chief financial officer, effective June 1, 2026, succeeding Jamie A. Beggs. Di Salvo brings 25 years of finance experience, including nearly 15 years at Avient, and will steer the company through its 2026...
US Corporates Issue $24.3 Bn of Bonds Ahead of Earnings and Fed Decisions
Twelve U.S. companies flooded the primary market on Monday, selling $24.3 bn of investment‑grade bonds to lock in financing before the upcoming earnings season and Federal Reserve meetings. The surge, the busiest since early March, also saw riskier issuers line up...
Curbline Properties Corp. (CURB) Q1 2026 Earnings Call Transcript
Curbline Properties reported a strong finish to its first year as a public REIT, acquiring roughly $800 million of convenience‑store assets and expanding its portfolio to almost 5 million square feet. The company posted a 16% sequential rise in NOI and nearly...
Galaxy Digital Inc (GLXY) Q1 2026 Earnings Call Transcript
Galaxy Digital reported a GAAP net loss of $241 million for 2025, offset by $34 million of adjusted EBITDA despite a 10% drop in total crypto market cap. The firm’s digital assets segment posted a 67% YoY rise in adjusted...
Markel Group Inc (MKL) Q1 2026 Earnings Call Transcript
Markel Group reported a 19% rise in adjusted operating income to $626 million for Q1 2026, driven by insurance improvements and a strong financial segment. The company posted an 8% increase in operating revenues and $2.8 billion of operating cash flow, supporting...
Expand Energy Corp (EXE) Q1 2026 Earnings Call Transcript
Expand Energy Corp reported strong Q1 2026 results, highlighting $400 million of synergies in 2025 and a target of $500 million by year‑end 2026. The company eliminated roughly $1 billion of gross debt, including $440 million in the first quarter, and secured investment‑grade ratings...