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 constipation space, and the drug received FDA approval for pediatric patients aged 7‑17. The company outlined 2026 guidance of $1.125‑$1.175 billion in LINZESS sales and over $300 million adjusted EBITDA, while targeting debt below $300 million. It also announced the FDA‑aligned STARS II Phase III trial for aproglutide, aiming for a $700 million peak sales opportunity.
Leggett & Platt Inc (LEG) Q1 2026 Earnings Call Transcript
Leggett & Platt reported fourth‑quarter sales of $939 million, an 11% decline, and full‑year revenue of $4.05 billion, down 7%. The 2025 restructuring plan exceeded expectations, delivering a $70 million EBIT run‑rate benefit at lower cost and reducing net debt by $376 million, bringing...
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...
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...
Amtech Systems Inc (ASYS) Q2 2026 Earnings Call Transcript
Amtech Systems reported Q2 2026 revenue of $20.5 million, up more than 30% year‑over‑year and 8% sequentially, driven by strong AI‑related equipment sales. Adjusted EBITDA rose to $2.5 million, representing a 12% margin, while gross margin expanded to 47.7% and cash balances...
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...
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...
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...
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...
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...
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...
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...
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...
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...
M&T Takes ‘Patient’ Approach to M&A, CFO Says
M&T Bank, which manages $213.8 billion in assets, is actively scouting acquisition targets but is deliberately pacing its M&A activity, CFO Daryl Bible said. The bank’s focus remains on deepening scale within its existing 13‑state Northeast and Mid‑Atlantic footprint rather than...
ORBCOMM Pulls in New Financing, Replaces All Publicly-Traded Debt
ORBCOMM secured a $460 million refinancing that replaces all of its publicly‑traded debt, with financing from Carlyle, Bain Credit’s private‑credit arm and Morgan Stanley Private Credit. The restructuring prompted S&P Global Ratings to withdraw its B‑ rating and negative outlook, while...
PB Fintech Reports Rs 2,061 Cr Revenue in Q4 FY26; Profit Rises 54%
PB Fintech reported Q4 FY26 operating revenue of Rs 2,061 cr (~$251 m), up 37% year‑on‑year, driven largely by its PolicyBazaar platform. Net profit rose 54% to Rs 261 cr (~$3.2 m) as insurance‑broking revenue reached Rs 1,901 cr (~$23 m), representing 92% of total earnings....
Joby Publishes Q1 2026 Results – “USD2.5 Billion in Cash and Operations Start This Year”
Joby Aviation reported Q1 2026 results, ending the quarter with $2.5 billion in cash, $24 million in revenue and a $110 million net loss. Operating expenses rose to $258 million, driven by higher R&D, SG&A and stock‑based compensation. The company achieved key certification milestones, including...
Press Release: Frankfurt School of Finance & Management Appoints Siemens AG CFO Veronika Bienert to Its Board of Trustees
Frankfurt School of Finance & Management announced that Veronika Bienert, CFO of Siemens AG, has been appointed to its Board of Trustees effective May 1, 2026. Bienert, who has overseen Siemens Financial Services, Real Estate and Global Business Services, brings...
Riedel Bolsters SLT with New Chief Operating Officer
Riedel Communications announced Frank Eischet’s promotion to chief operating officer and Marc Engroff’s appointment as chief financial officer. The leadership reshuffle follows the company’s recent acquisition of ARRI and aims to tighten governance across the group. Under Eischet’s tenure as managing director,...
Vestas CFO Doesn't Expect Offshore Wind to Be Profitable This Year
Vestas CFO Jakob Wegge‑Larsen told Recharge that the company’s offshore wind segment will not achieve profitability in 2024. The shortfall stems from elevated manufacturing costs as the firm ramps up turbine production. Despite robust market demand, cost pressures and lingering...
CFOs Urged to Embed Sustainability in Finance
A new industry report urges fashion sector CFOs to embed environmental, social, and governance (ESG) considerations into core financial processes. It recommends integrating ESG metrics into budgeting, tying executive compensation to sustainability performance, and adopting standardized reporting frameworks such as...
Upstart Holdings, Inc. (UPST) Q1 2026 Earnings Call Transcript
Upstart Holdings reported Q1 2026 revenue of $215 million, a 22% year‑over‑year increase, driven by a 31% rise in loan originations to $1.9 billion. Net loss narrowed to $45 million from $62 million a year earlier, reflecting higher net interest margin and lower credit‑loss provisions....
Compass Stock Price Jumps on Promise of ‘Durable Profitability’
Compass International Holdings saw its shares surge 20% after‑hours on May 5 when it released its first combined Q1 earnings with Anywhere. The company reported $2.7 billion in revenue, a 99% year‑over‑year increase, and posted a modest $22 million net income versus a...
Finance of America Returns Back to Profit in First Quarter
Finance of America (FOA) reported a $35 million net profit for Q1 2026, reversing a $21 million loss in Q4 and falling short of last year’s $80 million gain. Adjusted earnings per share rose to $1.10, well above the $0.84 consensus, driven by...
Deluxe Corp (DLX) Q1 2026 Earnings Call Transcript
Deluxe Corp reported FY 2025 revenue of $2.13 billion, up 0.5% YoY, with adjusted EBITDA of $431.5 million and a 20.2% margin, marking a 6% profit expansion. Free cash flow reached $175 million, hitting the 2026 target a year early, while net debt...
Natural Resource Partners LP (NRP) Q1 2026 Earnings Call Transcript
Natural Resource Partners reported $42 million of free cash flow in 2025 and $190 million over the trailing twelve months, while retiring nearly $130 million of debt, leaving $70 million outstanding. The partnership highlighted continued pressure on its core commodities—metallurgical...
Bridger Aerospace Group Holdings Inc (BAER) Q1 2026 Earnings Call Transcript
Bridger Aerospace Group Holdings (BAER) posted a full‑year revenue of $122.8 million, a 25% increase, and returned to profitability with $4.1 million net income after a loss the prior year. Adjusted EBITDA rose to $45.3 million, reflecting stronger margins on its Super Scooper...
Host Hotels and Resorts, Inc (HST) Q1 2026 Earnings Call Transcript
Host Hotels & Resorts posted adjusted EBITDA of $1.757 billion, a 4.6% year‑over‑year increase, and adjusted FFO of $2.07 per share, up 3.5%. Comparable hotel RevPAR rose 4.2%, outpacing the upper‑tier industry by roughly 200 basis points. The company monetized two...
CDW Corp (CDW) Q1 2026 Earnings Call Transcript
CDW Corp reported Q1 2026 net sales of $5.5 billion, a 5% year‑over‑year increase driven primarily by cloud, software and managed services demand. Gross profit rose 9% to $1.25 billion, with cloud contributing roughly half of the growth, while non‑GAAP operating income...
Seaport Entertainment Group Inc (SEG) Q1 2026 Earnings Call Transcript
Seaport Entertainment Group posted a 24% improvement in net loss while revenue remained flat, driven by aggressive cost cuts and strategic asset reallocation. The $76 million net proceeds from the 250 Water Street sale erased a $61.3 million loan, strengthening the balance...
FrontView REIT Inc (FVR) Q1 2026 Earnings Call Transcript
FrontView REIT reported a strong Q1 2026 quarter, with occupancy climbing to 97.8% and total revenue rising to $17.6 million, up $1.3 million sequentially. The REIT resolved nine of twelve previously troubled assets, achieving over 89% recovery, and sold nine properties for...
Criteo SA (CRTO) Q1 2026 Earnings Call Transcript
Criteo reported record Q1 2024 results, generating $450 million in revenue and $71 million adjusted EBITDA, an 83% year‑over‑year increase. Retail Media revenue reached $51 million, growing contribution by 34%, while Performance Media delivered $399 million in revenue with a 13% contribution rise. The...
Taboola.com Ltd (TBLA) Q1 2026 Earnings Call Transcript
Taboola.com Ltd. reported Q4 2025 revenue of $522.3 million, up 6%, and full‑year revenue of $1.91 billion, up 8%. Ex‑TAC gross profit grew 7% to $714 million with a 41% margin, while adjusted EBITDA reached $215.5 million, delivering a 30% margin. Free cash flow...
SmartStop Self Storage REIT Inc (SMA) Q1 2026 Earnings Call Transcript
SmartStop Self Storage REIT reported 10% year‑over‑year growth in IoT deployments, reaching 911,000 units, and a 9% rise in annual recurring revenue (ARR) to $1 million, now representing 39% of total revenue. Total revenue fell 6% to $38.7 million, driven by lower...
Kraft Heinz Co (KHC) Q1 2026 Earnings Call Transcript
Kraft Heinz’s Q1 2026 call highlighted a portfolio reshuffle, moving Frozen to "Hold," Hydration to "Win Big," and Cheese to "Win" as margin outlooks evolve. The company guided Q2 revenue down 3%‑5%, citing an Easter timing shift and a 100‑basis‑point SNAP...
Apollo Global Management Inc (APO) Q1 2026 Earnings Call Transcript
Apollo Global Management reported record fee‑related earnings of $627 million, a 22% year‑over‑year increase, driven by 22% management fee growth and expanding perpetual capital. Total assets under management hit $840 billion, with 60% classified as fee‑generating perpetual capital, insulating the firm from...
Velocity Financial Inc (VEL) Q1 2026 Earnings Call Transcript
Velocity Financial reported a record year, with core net income jumping 52% to $111 million and pretax return on equity climbing to 26%. Originations surged 49% to $2.7 billion, driving a 28% increase in the loan portfolio to $6.5 billion. The company diversified...
Star Group LP (SGU) Q2 2026 Earnings Call Transcript
Star Group LP reported a mixed third‑quarter 2025 performance, with home heating oil and propane volumes down 3.8% and product gross profit falling 4% to $72 million, resulting in a GAAP net loss of $16.6 million. However, the nine‑month year‑to‑date picture showed...
Alpha Teknova Inc (TKNO) Q1 2026 Earnings Call Transcript
Alpha Teknova reported Q1 2026 revenue of $10.5 million, a 9% year‑over‑year increase driven primarily by 16% growth in its Lab Essentials line. Clinical Solutions revenue fell 13% amid weak biopharma funding, but gross profit surged to $3.2 million, lifting gross margin...
Gladstone Capital Corp (GLAD) Q2 2026 Earnings Call Transcript
Gladstone Capital Corp reported a 14% jump in interest income to $23.8 million and net originations of $103.1 million in Q2, driving a $63 million fair‑value increase in its investment portfolio. The firm completed a $149 million convertible note refinancing, reducing net debt to...
Trinity Capital Inc (TRIN) Q1 2026 Earnings Call Transcript
Trinity Capital reported a record $40 million net investment income for Q4, a 15% year‑over‑year increase, and total investment income of $83 million, up 17.5%. Platform assets under management rose 38% to $2.8 billion, while net asset value hit $1.1 billion, a...
Lineage Inc (LINE) Q1 2026 Earnings Call Transcript
Lineage Inc. reported flat revenue year‑over‑year and a 2% decline in adjusted EBITDA to $327 million, while AFFO held steady at $214 million, surpassing internal forecasts. Physical occupancy rose 400 basis points to 79.3% in the quarter but remains below 2021 levels,...
Energy Recovery Inc (ERII) Q1 2026 Earnings Call Transcript
Energy Recovery Inc. (ERII) withdrew its 2026 financial guidance after the Iran conflict heightened risk to its Middle‑East desalination portfolio, prompting project delays into 2027. The company launched its next‑generation PX Q650 in March, securing the first commercial order and...
Pan American Silver Reports First Quarter 2026 Financial Results; Strong Mine Operating Earnings Lead to Record Cash Balance and an...
Pan American Silver reported Q1 2026 results, generating $488 million in free cash flow and a record $1.8 billion cash balance. Revenue reached $1.2 billion, with net earnings of $456 million and attributable silver production of 6.44 million ounces. The board approved an enhanced shareholder return...
Greybull Expands Operating Bench with CFO
Greybull Capital, the London‑based private‑equity firm, appointed Jane Smith as an operating chief financial officer to serve all of its portfolio companies. Smith brings fifteen years of turnaround finance experience in Europe and the United States. The role will standardize...