Truck Parking Club Appoints Victor Westerlund as CFO
Truck Parking Club announced Victor Westerlund as its new chief financial officer as the firm scales its network of reservable truck parking sites. Westerlund joins after a decade of finance leadership, most recently as VP of finance at Stax Payments, where he helped the startup reach a $1 billion valuation through capital raises and acquisitions. The appointment coincides with the company surpassing 5,000 locations and targeting more than 10,000 sites by the end of 2026. Westerlund will oversee financial strategy and infrastructure to support this rapid expansion.
Meta's AI Spend Isn’t Pure Speculation, Says Analyst
Wrote up Meta's Q1. The market is treating all of the AI capex as one big speculative bet. Most of it isn't, and I think that's where the disconnect is. https://www.steadycompounding.com/investing/meta-q1-2026/
Canceling Buybacks Shifts Money From Share Demand to Real‑Economy Investment
I'm told focusing on the shift from share repurchase to capex is a "dumb argument" 101 It most certainly appears dumb if you don't understand the implication. Google cancelled its share repurchase from 60BN per year to zero to...
Worksport Appoints Jennifer Kartychak as CFO to Steer $35‑$42M Revenue Push and Cash‑flow Positivity
Worksport announced the promotion of Jennifer Kartychak to chief financial officer, tasking her with scaling finance operations as the company targets $35‑$42 million in revenue for 2026 and aims for operational cash‑flow positivity. The move brings in a finance leader with...
DraftKings Keeps FY2026 Revenue and EBITDA Guidance
DraftKings maintains fiscal year 2026 revenue guidance range of $6.5 billion to $6.9 billion and fiscal year 2026 Adjusted EBITDA guidance range of $700 million to $900 million, per Q1 earnings release
Jennifer Garner’s Once Upon a Farm CFO Gets Post-IPO Raise
Once Upon a Farm, the organic kids‑food brand that raised about $198 million in its February IPO, announced a post‑IPO compensation overhaul. CFO Lawrence Waldman’s base salary jumps to $450,000, his bonus is set at 70 % of that salary, and he...
CEC Entertainment Adds Texas Roadhouse Vet as CFO
Chuck E. Cheese’s parent company CEC Entertainment has appointed Chris Monroe, former CFO of Texas Roadhouse, as executive vice president and chief financial officer. Monroe, who spent three decades in finance roles at Southwest Airlines before moving to the restaurant...
Shift4 Payments, Inc. (FOUR) Q1 2026 Earnings Call Transcript
Shift4 Payments reported first‑quarter 2026 revenue of $1.02 billion, a 12% year‑over‑year increase, driven by higher transaction volume and expanded merchant base. Adjusted EBITDA rose 18% to $210 million, reflecting stronger gross margins and cost efficiencies. The company launched an AI‑powered fraud‑prevention...
Kinaxis Inc. (KXS:CA) Q1 2026 Earnings Call Transcript
Kinaxis Inc. held its fiscal 2026 first‑quarter earnings call on May 7, 2026, with CEO Razat Gaurav and CFO Blaine Fitzgerald presenting the results. The company focused on IFRS financials and a reconciliation of adjusted EBITDA, underscoring its growth narrative in the cloud‑based supply‑chain...
Ingevity Corporation (NGVT) Q1 2026 Earnings Call Transcript
Ingevity Corporation posted a strong first‑quarter 2026 performance, delivering $210 million in revenue, an 8% year‑over‑year increase, and adjusted EBITDA of $45 million, expanding its margin to 12%. The company unveiled a new high‑performance silica product line aimed at electric‑vehicle battery applications,...
Ams-OSRAM AG (AMSSY) Q1 2026 Earnings Call Transcript
ams‑OSRAM delivered a strong Q1 2026, posting revenue above the midpoint of its guidance and adjusted EBITDA at the top of the forecast range. The semiconductor core portfolio grew 9 % year‑on‑year, underscoring demand for its optical and sensor solutions. Design‑win momentum...
Bajaj Auto Beats Q4 Estimates and Launches $595 M Record Share Buyback
Bajaj Auto reported quarterly earnings above analyst forecasts and unveiled a 56.33 bn‑rupee ($595 M) share buyback at a 16.3% premium. The earnings surge was driven by premium bike sales, margin expansion and a recent tax cut on 350 cc motorcycles.
BD Names Vitor Roque CFO to Drive Next Phase of Growth
Becton, Dickinson and Company (BD) announced Vitor Roque as its new chief financial officer, effective May 7, 2026. Roque, a 25‑year BD veteran who served as interim CFO since December 2025, will steer the finance function as the company pushes...
Shake Shack Appoints Former Portillo’s CFO as It Finance Chief
Shake Shack announced the appointment of Michelle Hook as chief financial officer, effective May 11, 2026. Hook comes from a two‑year stint as CFO of Portillo’s, where she helped steer the 2021 IPO, and brings over two decades of finance...
Better Is Deep in the Red Despite Origination, Revenue Gains
Better Home & Finance posted a $70 million net loss for Q1, including a $20.9 million loss from its UK bank exit, despite a 52% revenue jump to $48 million. Loan volume surged to $1.64 billion, up 12% quarter‑over‑quarter and 89% year‑over‑year, driven by...
Amwell Expects Smaller Losses in 2026 After Q1 Performance
Amwell lifted its 2026 adjusted earnings outlook after a first‑quarter beat, now forecasting a loss of $12 million to $16 million versus the prior $18 million to $24 million range. The company posted a Q1 net loss of $10.3 million on revenue of $54.9 million, an...
Pantheon Raises $1bn, Exceeding Private Equity CFO Target
Pantheon closes inaugural private equity CFO above target at $1bn Read the full story here: https://t.co/ST8ZEEgU9h https://t.co/wODadQ0XuM
Exelon Lowers Utility Spending to Ease Electric Affordability Issues
Exelon announced a $350 million reduction in its 2024 capital spending plan, redirecting funds toward transmission infrastructure to help keep electric bills low. The utility will increase transmission investment by $1.5 billion, targeting a 16% annual growth in the transmission rate base...
McDonald's Confident in Expansion Amid Tough Market
"We have a tremendous amount of financial firepower in our system." McDonald's Chris K saying that the company has "no concerns" about its ability to open restaurants, etc., despite a tough environment. $MCD
Alphabet Launches €9 Bn Eurobond and C$8.5 Bn Canadian Dollar Bond
Alphabet Inc. filed concurrent SEC‑registered offerings of €9 bn in euro‑denominated senior notes and C$8.5 bn in Canadian‑dollar senior notes, slated to close on May 11, 2026. The dual‑currency issuance, the largest sovereign‑currency bond program by a tech giant this year, will...
Datavault AI Announces Board of Directors Has Requested Management’s Complete Plan for Dividend Spin-Out of Acoustic Sciences Division Into Stand-Alone...
Datavault AI’s board has asked management to draft a complete dividend spin‑out plan for its Acoustic Sciences division, which would become a stand‑alone public company called API Media under the ticker ADIO on NASDAQ. The company engaged Houlihan Lokey and Paul Hastings LLP...
Kin Insurance Issues $335 Million Catastrophe Bond, Expanding Storm Coverage Nationwide
Kin Insurance closed a $335 million catastrophe bond, its biggest ever, to secure multi‑year storm protection for homeowners beyond Florida. The deal, its fourth CAT bond, attracted record pricing and investor demand, underscoring the rising role of capital markets in insurance...
Deere & Company Appoints Brent Norwood as Senior Vice President and CFO
Deere & Company’s board has elected Brent Norwood as senior vice president and chief financial officer. The veteran executive brings more than two decades of internal and external finance experience, including leading the acquisitions of Wirtgen and Blue River Technology....
GXO Logistics Beats Q1 2026 Forecast, Raises Full-Year Guidance
GXO Logistics reported first‑quarter 2026 earnings of $0.50 per share on $3.3 billion of revenue, surpassing consensus forecasts of $0.37 EPS and $3.22 billion revenue. The logistics firm lifted its full‑year adjusted EPS guidance to $2.90‑$3.20 and adjusted EBITDA to $935‑$975 million, sending...
Criteo Shares Plunge 20% as Q1 Revenue Falls 6% Despite $1B Ad Spend
Criteo reported first‑quarter revenue of $425 million, a 6% year‑on‑year decline, even as advertisers spent more than $1 billion on its platform. The company also cut its 2026 revenue guidance, prompting a 20% slide in its share price.
Strong Revenue Growth Boosts Confidence in Margin Expansion
"When we generate solidd topline growth, we feel confident about our ability to grow margins over time." -McDonald's CFO Ian Borden. $MCD
Authority Brands CFO on Finance Leadership in the Franchise Industry
Josh Greear, the CFO of Authority Brands, says the next growth wave will come from improving unit‑level economics for franchisees rather than adding new brands. His finance leadership blends data‑driven margin expansion with hands‑on support for owners ranging from single‑unit...
BGC Group Registers 19% Y/Y Increase in Revenues in Q1 2026
BGC Group reported record first‑quarter 2026 revenue of $955.5 million, a 44% year‑over‑year increase. Growth was broad‑based, with equities up 34.3% to $84.5 million and foreign‑exchange revenue rising 19.1% to $131 million. The Iran conflict added volatility but contributed only modestly, as underlying...
Emirates Group Achieves Record Profit of AED 24.4 Bn (US$ 6.6 Bn) in 2025-26
Emirates Group reported a record profit before tax of AED 24.4 bn ($6.6 bn) for the 2025‑26 fiscal year, a 7% increase year‑over‑year, alongside record revenue of AED 150.5 bn ($41.0 bn) and cash assets of AED 59.6 bn ($16.2 bn). The airline division posted a PBT of AED 22.8 bn...
Eli Lilly Raises $9 Billion in Record Investment‑Grade Bond Offering to Finance Acquisitions
Eli Lilly & Co. sold $9 billion of investment‑grade bonds in an eight‑tranche offering, the biggest issuance in the company's history. The proceeds are earmarked for a series of planned acquisitions, underscoring the pharma giant's push to expand its pipeline through...
Lower Prices, Stronger Rand Contribute to a Widened Second-Quarter Loss for Sappi
Sappi reported a widened second‑quarter loss of $413 million, with EBITDA falling to $52 million, down from $107 million a year earlier. The decline was driven by a 14% drop in hardwood dissolving wood pulp (DWP) prices and a 12% strengthening of the...
CF Industries Names Andrew T. Scribner CFO, Emphasizing Capital Allocation
CF Industries Holdings announced that its board elected Andrew T. Scribner as Executive Vice President and Chief Financial Officer, effective May 26, 2026. The move is intended to bring disciplined finance leadership to support the company's growth, decarbonization goals, and...
U.S. Bank Survey Finds 49% of CFOs Expect More M&A, While Near‑Term Optimism Slips to 36%
U.S. Bank’s quarterly CFO Insights Report, based on 1,000 senior finance leaders surveyed March‑April 2026, shows cost cutting remains the top priority at 39%, while revenue growth jumps to 31%. Near‑term economic optimism fell to 36%, yet 49% of respondents...
Shell Beat Profit Forecasts. So Why Did Its Shares Fall?
Shell reported a $6.92 billion first‑quarter adjusted profit, topping the $6.36 billion consensus and marking its strongest result in two years. The company lifted its dividend by 5% but trimmed the quarterly share‑buyback programme to $3 billion from $3.5 billion. Production slipped 4% due...
Altron’s FY26 Earnings Seen Firmer as Platforms Power Growth
Altron lifted its FY26 earnings guidance, projecting headline earnings per share (HEPS) from continuing operations to rise 31‑37% to R2.33‑R2.43 (about $0.13). At the group level, HEPS is now expected at R2.25‑R2.33, a 68‑74% jump, and EPS could climb 82‑87%...
Alphabet Finances AI Expansion Again with Billion-Euro Bonds in Europe
Alphabet tapped the euro bond market in early May 2026, issuing a six‑tranche offering worth at least €3 billion (≈ $3.2 billion). This adds to roughly $32 billion of debt raised earlier in the year across dollar, pound and franc issues. The proceeds will...
Super Retail Group Makes $30 Million Play Ahead of Further Volatility
Super Retail Group (SRG) is allocating AUD$30 million (≈US$20 million) to bolster inventory ahead of expected price hikes, citing a "record" half‑year of sales but a slowdown in like‑for‑like growth to 0.4% year‑on‑year. The dip reflects the impact of the Middle East...
Icahn Enterprises Promotes CFO to CEO and Elevates Robert Flint to CFO
Icahn Enterprises L.P. announced today that longtime CFO Ted Papapostolou is stepping up as President and Chief Executive Officer, while Chief Accounting Officer Robert Flint assumes the CFO role and joins the board. The changes follow the resignation of Andrew...
Avient Corp (AVNT) Q1 2026 Earnings Call Transcript
Avient Corp reported adjusted EPS of $0.83 for Q1 2026, modestly ahead of internal expectations, while sales tracked roughly in line with forecasts. The company expanded its adjusted EBITDA margin by 20 basis points despite raw material price hikes of...
Kodiak AI Inc (KDK) Q1 2026 Earnings Call Transcript
Kodiak AI reported Q1 2026 results, announcing a $100 million equity PIPE that lifts cash to roughly $185 million and funds its scaling plan. The company expanded its driverless fleet to 28 trucks, delivering 15,600 loads and 23,500 paid driverless hours, while...
Rocket Companies Inc (RKT) Q1 2026 Earnings Call Transcript
Rocket Companies posted adjusted revenue of $2.822 billion in Q1 2026, surpassing the high end of guidance, and saw adjusted EBITDA rise to $738 million, expanding margin to 26 percent. Net rate‑lock volume grew 19 percent to $49 billion, while servicing fees exceeded $1 billion, highlighting...
MDU Resources Group Inc (MDU) Q1 2026 Earnings Call Transcript
MDU Resources reported Q1 2026 net income of $80.8 million, or $0.39 per share, with a modest $0.03 EPS hit from milder weather. The Bakken East pipeline open season attracted 1.4 bcf/d of interest and 40% of capacity is already under signed...
Nuveen Churchill Direct Lending Corp (NCDL) Q1 2026 Earnings Call Transcript
Nuveen Churchill Direct Lending Corp reported Q1 2026 results showing net investment income of $0.44 per share, a modest rise from the prior quarter, while GAAP net income fell to $0.32 per share due to realized and unrealized losses. Gross originations...
GSI Technology Inc (GSIT) Q4 2026 Earnings Call Transcript
GSI Technology reported fiscal 2026 revenue of $25.1 million, a 22.4% increase driven by strong SRAM sales, while cash rose to $67.2 million after a $46.9 million capital raise. Operating expenses jumped to $31.2 million, pushing the operating loss to $17.5 million as R&D on...
Cheniere Energy Inc (LNG) Q1 2026 Earnings Call Transcript
Cheniere Energy reported Q1 2026 adjusted EBITDA of over $2.3 billion and distributable cash flow of $1.7 billion, driven by a record 187 LNG cargoes and higher production volumes. The company raised its full‑year 2026 guidance to $7.25‑$7.75 billion of adjusted EBITDA and...
Kontoor Brands Inc (KTB) Q1 2026 Earnings Call Transcript
Kontoor Brands reported record full‑year revenue, up 18% to a projected $3.4‑$3.45 billion, driven by strong Wrangler performance and the Helly Hansen acquisition. Adjusted operating earnings rose more than 20% and cash from operations exceeded $450 million, supporting debt repayment, share repurchases...
Charles River Laboratories International Inc (CRL) Q1 2026 Earnings Call Transcript
Charles River Laboratories reported Q1 2026 revenue of $996 million, a 1.2% increase on a reported basis but a 1.5% organic decline. Non‑GAAP operating margin slipped to 16.3% after a 280‑basis‑point drop, driven by higher stock compensation, NHP study costs and...
Groupon Inc (GRPN) Q1 2026 Earnings Call Transcript
Groupon reported Q1 2021 results featuring $554 million in gross billings, $264 million in revenue and $30 million of adjusted EBITDA. The company highlighted a 56% recovery of North America Local billings versus 2019 and a 70% rebound in gross profit. Cost‑reduction initiatives...
Eastman Kodak Co (KODK) Q1 2026 Earnings Call Transcript
Eastman Kodak reported Q1 2026 results, posting $290 million revenue, a 9% increase, and a gross margin of 23%. Operational EBITDA jumped 144% to $22 million, while adjusted net loss narrowed to $12 million. A $1.023 billion pension‑reversion transaction delivered $870 million net proceeds, enabling...
WillScot Holdings Corp (WSC) Q1 2026 Earnings Call Transcript
WillScot Holdings reported Q1 2026 revenue of $549 million, slightly below last year but ahead of its internal outlook, driven by a 12% jump in delivery and installation revenue. Adjusted EBITDA reached $211 million with a 38.5% margin, though the...