Gevo Inc (GEVO) Q1 2026 Earnings Call Transcript
Gevo reported Q1 2026 revenue of $43 million, up from $29 million a year earlier, and posted a non‑GAAP adjusted EBITDA of $9 million, a turnaround from a $15 million loss. The company sold 57% of its carbon attributes and generated nearly 20,000 tons of engineered CDRs, boosting margins. Management reaffirmed full‑year adjusted EBITDA guidance of $30 million and a $40 million annualized run‑rate target, while announcing a debottlenecking project and a plan to double North Dakota ethanol capacity. Project NorthStar, after exiting DOE loan guarantees, is pursuing private financing with an expected $150 million annual EBITDA once commissioned.
Ironwood Pharmaceuticals Inc (IRWD) Q1 2026 Earnings Call Transcript
Ironwood Pharmaceuticals reported 2025 LINZESS U.S. net sales of $865 million, matching guidance despite a 6% price erosion tied to Medicare Part D changes. Prescription demand grew 11% for the second year, maintaining a 45% market share in the IBS‑C and chronic...
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...
Middleby Corp (MIDD) Q1 2026 Earnings Call Transcript
Middleby Corp completed the sale of a 51% stake in its Residential Kitchen segment, generating roughly $565 million in cash and retaining a 49% interest. The company used proceeds and existing cash to repurchase 6.6 million shares for about $960 million, cutting the...
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...
Scansource Inc (SCSC) Q3 2026 Earnings Call Transcript
ScanSource (SCSC) posted third‑quarter 2026 results showing 9% year‑over‑year net sales growth, led by strong hardware demand across networking and security. Specialty Technology Solutions drove profit expansion with a 10% gross profit increase and a growing recurring revenue mix, while...
Howmet Aerospace Inc (HWM) Q1 2026 Earnings Call Transcript
Howmet Aerospace reported record Q4 2025 results, posting $2.17 billion in revenue—a 15% quarter‑over‑quarter increase and 11% year‑over‑year growth. EBITDA rose 29% to $653 million, delivering a 30% margin, while free cash flow hit $1.43 billion, representing a 93% conversion of net income....
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...
Toast Inc (TOST) Q1 2026 Earnings Call Transcript
Toast Inc. posted a strong Q1 2026, with recurring gross profit streams rising 27% and GAAP operating income margin expanding to 21%, the first time above the 20% threshold. Net new locations grew by 7,000, pushing total live sites to...
Olin Corp (OLN) Q1 2026 Earnings Call Transcript
Olin Corp reported a $86 million adjusted EBITDA in Q1 2026 and guided Q2 adjusted EBITDA to $160‑200 million, reflecting a sequential earnings boost. The company highlighted $1.3 billion of liquidity after amending its credit facilities to extend covenant flexibility through late 2027....
Wynn Resorts Ltd (WYNN) Q1 2026 Earnings Call Transcript
Wynn Resorts reported solid Q1 2026 performance across its core markets, with Las Vegas adjusted property EBITDAR up 5% to $232.5 million and RevPAR climbing nearly 10%. Macau saw mass drop rise 19% and handle 32%, while Encore Boston Harbor delivered $50.5 million...
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...
Corvus Pharmaceuticals Inc (CRVS) Q1 2026 Earnings Call Transcript
Corvus Pharmaceuticals reported Q1 2026 results highlighting accelerated R&D spending and a strengthened balance sheet after a $200 million public offering, giving the company cash runway into the second quarter of 2028. Clinical data from the Phase I/Ib atopic dermatitis trial...
Palvella Therapeutics Inc (PVLA) Q1 2026 Earnings Call Transcript
Palmer Square Capital BDC posted a mixed Q1 2026, with total investment income down 16% to $26.2 million and net income falling to $11 million, or $0.35 per share. NAV per share slipped to $13.30 from $14.85, driven by a software‑sector sell‑off that...
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...
Payoneer Global Inc (PAYO) Q1 2026 Earnings Call Transcript
Payoneer reported Q1 2026 revenue of $262 million, a 6% year‑over‑year increase, with revenue ex‑interest climbing 11% and total transaction volume surpassing $22 billion. B2B volume surged 44% YoY, while checkout volume jumped 53% following the completion of its Stripe migration. Adjusted...
TSS Inc (TSSI) Q1 2026 Earnings Call Transcript
Total System Services (TSYS) reported a solid Q1 2019 performance, with total GAAP revenue of $1.03 billion, a 4.8% year‑over‑year increase, and adjusted EBITDA margin expanding 108 basis points to 36.4%. Net revenue rose across all three segments, highlighted by an...
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...
Core Molding Technologies Inc (CMT) Q1 2026 Earnings Call Transcript
Core Molding Technologies Inc reported a turnaround in Q1 2026, posting net earnings of $177.3 million versus a loss a year earlier and delivering adjusted earnings of $206.2 million. Consolidated core EBITDA surged 52% year‑over‑year to $316.9 million, with a 14.9% margin, while...
Progyny Inc (PGNY) Q1 2026 Earnings Call Transcript
Progyny reported Q1 2026 revenue at the top of its $1.365‑$1.405 billion outlook, with net income and adjusted EBITDA also beating guidance. The company raised full‑year forecasts for revenue, EBITDA, and earnings per share, citing strong member engagement and margin expansion...
Granite Ridge Resources Inc (GRNT) Q1 2026 Earnings Call Transcript
Granite Ridge Resources reported Q4 2025 results, showing a 27% production increase to 35,100 barrels of oil equivalent per day and adjusted EBITDAX of $69.5 million, with full‑year EBITDAX of $315 million. Capital expenditures fell to $401 million, and the company trimmed development...
CareCloud Inc (CCLD) Q1 2026 Earnings Call Transcript
CareCloud reported Q1 2026 revenue of $31.3 million, a 13% year‑over‑year increase, while GAAP net income fell to $0.9 million due to higher amortization and Medsphere integration costs. The company completed a $50 million credit facility and fully redeemed its Series B...
Strattec Security Corp (STRT) Q3 2026 Earnings Call Transcript
Strattec Security reported a 4.5% year‑over‑year revenue decline in Q3 2026, driven mainly by EV program cancellations and lower sales to Ford and Hyundai Kia. Gross margin improved to 16.5%, up 50 basis points, helped by restructuring savings and tariff recoveries....
GCM Grosvenor Inc (GCMG) Q1 2026 Earnings Call Transcript
GCM Grosvenor reported a record $10.7 billion of capital raised in 2025, pushing assets under management to a new high of $91 billion, a 14% increase year‑over‑year. Fee‑related earnings grew 11% with margins expanding to 44%, while adjusted EBITDA and net income...
Ready Capital Corp (RC) Q1 2026 Earnings Call Transcript
Ready Capital Corp reported $380 million of free cash in Q4 and aims to exceed $850 million to meet upcoming 2026 debt maturities. The firm will trim its legacy CRE portfolio by 60% to roughly $2 billion, driving a 14% drop in book...
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...
Viatris Inc (VTRS) Q1 2026 Earnings Call Transcript
Viatris posted Q1 2026 revenue of $3.76 billion, a 1 percent decline, but achieved 1 percent operational growth when the indoor‑facility disruption is excluded. Europe saw modest gains, emerging markets grew 7 percent, and Greater China sales rose 9 percent, beating expectations. Adjusted gross margin...
Hudson Pacific Properties Inc (HPP) Q1 2026 Earnings Call Transcript
Hudson Pacific Properties reported a transformative 2025, completing $330 million of strategic asset sales and over $2 billion of capital transactions that doubled liquidity to $934 million. The REIT cut net debt by 22%, improved debt‑to‑book to 31.9%, and reduced G&A expenses 33%...
Oportun Financial Corp (OPRT) Q1 2026 Earnings Call Transcript
Oportun Financial reported Q1 2026 revenue of $229 million, down 3 percent, while achieving GAAP net income of $2.3 million, its sixth consecutive profitable quarter. Originations fell 11 percent, but 79 percent came from returning borrowers, improving delinquency and charge‑off metrics. The company reduced its...
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...
Kenvue Inc (KVUE) Q1 2026 Earnings Call Transcript
Kenvue reported a solid start to 2024, posting 1.9% organic revenue growth and a 290‑basis‑point rise in adjusted gross margin. Self‑Care sales climbed 4.2% and Essential Health grew 4.9%, while Skin Health and Beauty declined 4.5% on a 6.9% volume...
MBIA Inc (MBI) Q1 2026 Earnings Call Transcript
MBIA Inc reported a consolidated GAAP net loss of $51 million for 2025, a sharp improvement from the $447 million loss in 2024, while adjusted net income turned positive at $23 million. The insurer trimmed its PREPA‑related gross par by...
Reinsurance Group of America Inc (RGA) Q1 2026 Earnings Call Transcript
Reinsurance Group of America posted pretax adjusted operating income of $611 million and adjusted EPS of $6.97 in Q1 2026, delivering a 16.2% adjusted ROE for the trailing twelve months. Traditional premium growth was 5% globally, driven by strong performance in...
Vaxart Inc (VXRT) Q1 2026 Earnings Call Transcript
Novavax reported Q1 2026 revenue of $140 million, a 79% YoY decline driven by a prior‑year non‑cash sales event. Supply sales rose 139% to $33 million, while licensing royalties and other revenue jumped 116% to $97 million. The company ended...
Cion Investment Corp (CION) Q1 2026 Earnings Call Transcript
Cion Investment Corp reported Q1 2026 net investment income of $0.25 per share, missing its $0.30 monthly distribution target due to lower fees and higher interest expense from recent refinancing. Net asset value fell 4.7% quarter‑over‑quarter to $13.11 per share,...
Expensify Inc (EXFY) Q1 2026 Earnings Call Transcript
Expensify Inc. reported Q1 2026 revenue of $34 million, a 6% year‑over‑year decline, while interchange revenue rose 10% to $5.5 million. GAAP net loss was $2.3 million, but non‑GAAP earnings reached $3.6 million and adjusted EBITDA hit $6.2 million. Free cash flow stood at $2.5 million...
Lamar Advertising Co (LAMR) Q1 2026 Earnings Call Transcript
Lamar Advertising reported acquisition‑adjusted revenue growth of more than 4% in Q1 2026, driven by a near‑6% surge in December and a full‑year increase to $2.27 billion. Adjusted EBITDA rose 3.7% to $288.9 million, expanding the margin to a record‑high 48.5%, while...
Cherry Hill Mortgage Investment Corp (CHMI) Q1 2026 Earnings Call Transcript
Cherry Hill Mortgage Investment Corp reported a GAAP net loss of $2 million ($0.05 per diluted share) for Q1 2026, with book value per common share falling 6.1% to $3.23. Earnings available for distribution were $5.3 million, and the company declared a $0.10...
Amy Howe Receives $4.37M Severance, over 4x Salary
Here are details of Amy Howe's severance from @FanDuel: - $4.37 million, which is more than 4x her annual base pay - A bunch of vested RSU and PSU stock options - Up to 12 months health insurance coverage https://t.co/ypr6BJhhzx
Warner Bros. Discovery Ups Q1 Streaming Operating Income 29%, Revenue Increases 9% to $2.9 Billion
Warner Bros. Discovery reported a 29% jump in streaming operating income to $438 million in Q1, while total streaming revenue rose 9% to nearly $2.9 billion. Distribution revenue led the growth, increasing 9% to $2.53 billion, and advertising revenue from HBO Max’s ad‑supported tier...
PwC Teams with OpenAI to Launch First AI‑native Finance Function at Enterprise Scale
PwC announced an expanded collaboration with OpenAI to create the first AI‑native finance function at enterprise scale. The joint effort will embed agentic AI agents across planning, forecasting, procurement and other core finance workflows, shifting finance staff from task execution...
Securian Canada Appoints Marc Peliel as CFO to Drive Growth and Financial Discipline
Securian Canada announced today that Marc Peliel will serve as its chief financial officer, overseeing finance and actuarial functions. Peliel brings more than 25 years of senior leadership experience in insurance and financial services, positioning the insurer to accelerate growth...
EA Posts Record FY26 Net Bookings of $8.0 B, Driven by Battlefield 6 Launch and Live‑service Growth
Electronic Arts announced FY26 net bookings of $8.026 billion, its highest ever, thanks to the launch of Battlefield 6 and expanding live‑service titles. The results come as a consortium led by Saudi Arabia’s Public Investment Fund moves to acquire EA in an...
WBD Gains Streaming, Studios; Paramount Deal Triggers Massive Loss
Warner Bros. Discovery Saw Q1 Streaming, Studios Boosts, But Paramount Item Spurs Large Loss https://t.co/L585A2tXxX via @variety
Sensata Technologies' Q1 Sales Reach $934.8 Million, Up 2.6% Year-on-Year
Sensata Technologies reported first‑quarter 2025 sales of $934.8 million, a 2.6% year‑on‑year increase, while adjusted operating income reached $174 million, delivering an 18.6% margin. Free cash flow stood at $104.6 million, leaving the company with $635.1 million in cash reserves. Although full‑year revenue slipped...
Luca Maestri Runs the Cafeteria
Apple announced that CFO Luca Maestri will vacate the finance chief role on Jan 1 2025, shifting to lead Corporate Services. In that capacity he will report to CEO Tim Cook and oversee information systems, security, real estate, and even the company’s Caffè Macs. Kevan Parekh,...
The Alliance Group Launches Finance Advisory Practice to Bolster CFO Services
The Alliance Group announced the launch of a Finance Advisory practice designed to help chief financial officers plan, forecast and improve performance. The new service adds execution‑focused AI and automation tools to the firm’s existing CFO‑centric offerings, signaling a deeper...
Puma Appoints Former Hugo Boss CEO Mark Langer as CFO to Drive Turnaround
Puma has named Mark Langer, former CEO of Hugo Boss, as its new chief financial officer, replacing Markus Neubrand. The hire comes as the German sportswear maker reports a 1% currency‑adjusted decline in Q1 sales, underscoring the urgency to revive profit...
Data Bottlenecks Keep CFOs From Achieving Sub‑Three‑Day Month‑End Close
A LiveFlow survey of finance leaders reveals that data‑entry bottlenecks and modest AI use keep month‑end close cycles long—only 16% finish in under three days. The findings highlight why CFOs’ push for faster closes remains hamstrung despite heavy AI investment.