The Knot Worldwide’s Michael Pickrum: How to Be a ‘Value CFO’
The Knot Worldwide (TKWW) appointed Michael Pickrum as CFO in January, branding himself as a “value CFO” who blends cost control with revenue‑generating insight. He is steering the wedding‑tech platform toward operational excellence by embedding artificial intelligence and reshaping finance into a strategic partner. Pickrum emphasizes asking benefit‑focused questions rather than blanket budget approvals, aligning funding with measurable outcomes. His 25‑year finance and operations background spans media, tech, and marketing firms, positioning TKWW to capitalize on a resilient $100 billion wedding market.
Boise Cascade Reports $1.5 Billion in Q1 Sales
Boise Cascade reported Q1 2026 net sales of $1.5 billion, a 2% year‑over‑year decline, and net income of $17.8 million, down 56% from the prior year. Adjusted EBITDA fell 27% to $66.5 million. The wood‑product segment saw a 52% drop in net income,...
GPI Cut 3% of Global Workforce After Business Review
Graphic Packaging International (GPI) announced a 3% global workforce reduction, cutting more than 500 salaried positions as part of a 90‑day business review. The restructuring delivered $10 million in Q1 cost savings and targets $60 million of annual reductions, while canceling low‑return...
Asbury Automotive Sheds some Dealerships as an Investment in the Future
Asbury Automotive Group is reshaping its portfolio amid a slowdown in new‑vehicle demand, selling ten dealerships and terminating three underperforming franchises that generated about $625 million in annualized revenue. The company is also transitioning to Tekion’s cloud‑based dealer management system, with...
Portillo’s CFO Departs
Portillo’s chief financial officer Michelle Hook left the fast‑casual chain on May 5, ending a six‑year tenure that included the 2021 IPO and multi‑market expansion. The departure follows a recent leadership shuffle that added a new CEO and a chief development...
Radancy Appoints Laurence Capone as CFO to Drive Growth and Scale
Radancy, the AI‑powered talent acquisition platform, has named Laurence Capone as its new chief financial officer. Capone will oversee the global finance organization and drive the company’s strategic growth, operational scaling, and long‑term value creation. She arrives after steering Pipedrive’s...
How the Right FP&A Tool Transforms Financial Decision-Making
Financial planning and analysis (FP&A) tools are replacing fragmented spreadsheets with integrated platforms that automate data collection, forecasting, and reporting. Automation reduces forecast preparation from days to minutes, while real‑time dashboards give executives instant visibility into key performance indicators. Centralized...
Poonawalla Fincorp Q4 Results: Profit Jumps 70% QoQ to Rs 255 Crore
Indian non‑bank lender Poonawalla Fincorp posted a Q4 profit after tax of Rs 255 crore (~$31 million), a 70% sequential rise from the December quarter. The company raised Rs 2,500 crore (~$300 million) through a qualified institutional placement, lifting its capital adequacy ratio to an expected...
Edwards Names Theodora Mistras as CFO
Edwards Lifesciences announced Theodora “Doretta” Mistras will become its chief financial officer effective end of May, succeeding long‑time CFO Scott Ullem who will stay on as a strategic adviser. Mistras comes from a two‑year stint as CFO of Viatris and...
Why some CFOs Stay Far Away From the R&D Credit
The article argues that many CFOs deliberately forgo the U.S. research and development (R&D) tax credit because of high consulting fees, onerous documentation, and lingering audit fears. Structural factors—such as the credit’s design favoring large firms and frequent legislative tweaks—make...
Tyson Foods Upgrades Profit Outlook but Beef Volumes Still Pressured
Tyson Foods raised its fiscal 2026 adjusted operating profit outlook by $100 million, now targeting $2.2 billion to $2.4 billion. The upgrade stems from stronger-than-expected chicken sales, prompting a $200 million boost to the segment’s profit range of $1.9 billion‑$2.05 billion. Beef volumes slipped 13.1% as...
Anne-Jan Jager Joins Azora to Lead International Growth and Capital Strategy
Anne‑Jan Jager, a former senior executive at Partners Group, has been hired by Azora to head its international growth and capital strategy. Jager will oversee global business development, fundraising, and partnership initiatives as Azora expands its commercial‑real‑estate intelligence platform beyond...
Credit Acceptance Corp (CACC) Q1 2026 Earnings Call Transcript
Credit Acceptance Corp. announced CEO Brett Roberts’ retirement and named CFO Ken Booth as his successor, emphasizing the firm’s collaborative leadership culture. The earnings call highlighted a 20‑25% rise in collections for March‑April, but quarter earnings were muted due to...
Dave Inc (DAVE) Q1 2026 Earnings Call Transcript
Dave & Buster's reported Q1 2026 revenue of $448 million, with adjusted EBITDA of $59 million translating to a 13% margin. Comparable store sales fell 4% year‑over‑year, yet sequentially improved, with October down only 1%. The company posted a net...
Talos Energy Inc (TALO) Q1 2026 Earnings Call Transcript
Talos Energy reported a strong 2025 performance, delivering $1.2 billion adjusted EBITDA, $418 million adjusted free cash flow and a 30% lower operating cost versus offshore peers. The company generated $72 million in free‑cash‑flow improvements—half recurring—and returned roughly 44% of free cash flow...
Centrus Energy Corp (LEU) Q1 2026 Earnings Call Transcript
Centrus Energy reported $448.7 million in 2025 revenue, a modest 1.5% year‑over‑year rise, driven by stable LEU sales and a 21% jump in SWU revenue. The company secured a $900 million Department of Energy HALEU enrichment award, with potential upside beyond...
Eve Holding Inc (EVEX) Q1 2026 Earnings Call Transcript
Expand Energy Corp (EVEX) reported $1.7 billion of free cash flow in Q1 2026, using the cash to repay $1.3 billion of gross debt and return over $290 million to shareholders. Operational uptime remained strong, with Appalachia assets at 98% despite Winter Storm...
PennyMac Financial Services Inc (PFSI) Q1 2026 Earnings Call Transcript
PennyMac Financial Services reported Q2 2025 net income of $136 million, or $2.54 per share, delivering an annualized ROE of 14%. Origination volume surged 31% to $38 billion in unpaid principal balance, while locked volume rose 26% to $43 billion. The company highlighted over...
Federal Agricultural Mortgage Corp (AGM) Q1 2026 Earnings Call Transcript
Federal Agricultural Mortgage Corp (AGM) reported a record Q1 2026 with $34.8 billion in outstanding business volume, a $1.5 billion net new addition, and all‑time highs in revenue ($110 million) and core earnings ($52 million). Growth was broad‑based, led by a 30% surge in...
Community Healthcare Trust Inc (CHCT) Q1 2026 Earnings Call Transcript
Community Healthcare Trust reported Q1 2026 revenue of $30.9 million, a 5.6% year‑over‑year increase, while funds from operations rose 4.6% to $13.3 million. The REIT lifted its quarterly dividend to $0.4775 per share, annualizing $1.91, and maintained occupancy at 90% with a...
Devon Energy Corp (DVN) Q1 2026 Earnings Call Transcript
Devon Energy announced a merger with Cotera Energy that aims to generate $1 billion of pretax run‑rate synergies by the end of 2027. The company reported $3.1 billion of free cash flow for 2025, supporting a $2.2 billion shareholder return package and a...
Brightview Holdings Inc (BV) Q2 2026 Earnings Call Transcript
BrightView Holdings reported a solid Q2 2022, delivering $60 million adjusted EBITDA at the high end of its guidance despite lower snow revenue and rising fuel costs. Land services posted over 8% organic growth while the development segment surged 24% organically,...
Alphatec Holdings Inc (ATEC) Q1 2026 Earnings Call Transcript
Alphatec Holdings reported Q1 2026 revenue of $192 million, up 14% year‑over‑year, with surgical revenue climbing 17% but falling short of internal targets due to weaker EOS segment performance. Case volume rose 21% and new surgeon users increased 23%, underscoring strong...
Public Service Enterprise Group Inc (PEG) Q1 2026 Earnings Call Transcript
Public Service Enterprise Group (PEG) posted first‑quarter 2026 net income of $1.48 per share and non‑GAAP operating earnings of $1.55 per share, both up year‑over‑year. The utility invested roughly $800 million in the quarter, staying on track for a $4.2 billion full‑year...
Sotera Health Co (SHC) Q1 2026 Earnings Call Transcript
Sotera Health reported Q2 2025 revenue of $294 million, up 6.4% year‑over‑year, and adjusted EBITDA of $151 million, a 9.8% increase, pushing the adjusted EBITDA margin to 51.2%. Growth was led by Sterigenics, which posted a 10.5% revenue rise, and...
Scorpio Tankers Inc (STNG) Q1 2026 Earnings Call Transcript
Scorpio Tankers reported $152 million adjusted EBITDA in Q1 2026, bringing full‑year adjusted EBITDA to $568 million. The company transformed its balance sheet, shifting from $3.1 billion net debt in 2021 to a $309 million net cash position and $1.7 billion of total liquidity. Daily...
Granite Point Mortgage Trust Inc (GPMT) Q1 2026 Earnings Call Transcript
Granite Point Mortgage Trust reported a Q1 2026 GAAP net loss of $27.4 million, driven by higher credit loss provisions and a $6.8 million impairment on a Miami Beach REO asset. The loan portfolio contracted, with $469 million of repayments...
Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript
MicroStrategy reported Q1 2024 results, highlighting a continued shift to cloud‑based subscriptions and aggressive Bitcoin accumulation. Subscription services revenue rose 22% to $23 million, while on‑prem license revenue dropped 26%, reflecting the transition to a recurring model. The company purchased 25,128...
KBR Inc (KBR) Q1 2026 Earnings Call Transcript
KBR reported Q1 2026 results showing a $1.85 billion revenue dip of $223 million year‑over‑year, primarily from award timing in Mission Tech Solutions and reduced EUCOM work. Adjusted EBITDA rose to $233 million, lifting the margin to 12.6% and boosting adjusted EPS to...
Alkermes Plc (ALKS) Q1 2026 Earnings Call Transcript
Alkermes reported $1.5 billion in 2025 revenue, driven by a 9% rise in its proprietary product portfolio, and closed the $775 million cash Avadel acquisition in February 2026, adding the LUMRIZE sleep‑medicine platform. The company forecast 2026 total revenue of $1.73‑$1.84 billion with...
Postal Realty Trust Inc (PSTL) Q1 2026 Earnings Call Transcript
Postal Realty Trust (PSTL) delivered full‑year AFFO of $1.32 per share, a 13.8% increase that hit the top of its guidance, while completing $123.1 million in acquisitions in 2025. Management set 2026 AFFO guidance at $1.39‑$1.41 per share and announced $115‑$125 million...
DaVita Inc (DVA) Q1 2026 Earnings Call Transcript
DaVita reported adjusted operating income of $439 million and adjusted EPS of $2 for Q1 2026, surpassing its own guidance thanks to disciplined expense management and higher reimbursement from phosphate binders. Treatment volume fell 40 basis points year‑over‑year, prompting a revised...
Exelixis Inc (EXEL) Q1 2026 Earnings Call Transcript
Exelixis reported first‑quarter 2026 revenue of $611 million, driven by an $555 million cabozantinib franchise that grew 8% year‑over‑year and lifted global sales to $764 million, a 12.5% increase. The company posted record new patient starts for CABOMETYX, expanding its renal cell carcinoma...
Solid Power Inc (SLDP) Q1 2026 Earnings Call Transcript
Solid Power reported Q1 2026 revenue of $3.1 million, primarily from milestone payments tied to its SK On partnership and a DOE grant. Operating expenses fell to $29.4 million, yielding an operating loss of $26.3 million and a net loss of $13 million, or $0.06...
Andersons Inc (ANDE) Q1 2026 Earnings Call Transcript
Andersons Inc reported record fourth‑quarter earnings, posting net income of $67 million ($1.97 per diluted share) and adjusted EBITDA of $137 million, driven by strong renewables margins and the integration of Skyland Grain. Renewables pretax income surged to $54 million and EBITDA rose...
SSR Mining Inc (SSRM) Q1 2026 Earnings Call Transcript
SSR Mining announced a definitive agreement to sell the Çöpler mine for $1.5 billion in cash, with closing expected before the end of Q3 2026. The company ended Q1 debt‑free, holding $634 million in cash and $1.1 billion in total liquidity after generating...
Fortrea Holdings Inc (FTRE) Q1 2026 Earnings Call Transcript
Fortrea Holdings reported Q1 2026 results with revenue of $660.5 million, a 5.2% YoY decline, while full‑year revenue rose modestly 1% to $2.72 billion. Adjusted EBITDA slipped to $54 million for the quarter but the full‑year figure of $189.9 million sits near the top...
Southwest Gas Holdings Inc (SWX) Q1 2026 Earnings Call Transcript
Southwest Gas Holdings reported adjusted net income of $203.9 million for 2025, an 8.7% increase, and adjusted EPS of $3.65, up 19% year‑over‑year. The company set 2026 adjusted EPS guidance at $4.17‑$4.32 and raised its annual dividend 4% to $2.58 per...
VSE Corp (VSEC) Q1 2026 Earnings Call Transcript
VSE Corp announced a definitive agreement to acquire Aero 3 for $350 million in cash, a deal slated to close in Q4 2025. The acquisition adds a global wheel‑and‑brake MRO platform that generated $120 million in trailing‑twelve‑month revenue, with over 20% EBITDA margins. VSE...
Kosmos Energy Ltd (KOS) Q1 2026 Earnings Call Transcript
Kosmos Energy reported strong Q1 2026 progress, highlighting 1P reserve replacement of 90% (120% excluding the pending Equatorial Guinea divestiture), Jubilee field production above 70,000 barrels per day with a new 13,000‑bpd well, and GTA LNG output averaging 2.9 million tonnes...
Ellington Financial Inc (EFC) Q1 2026 Earnings Call Transcript
Ellington Financial reported adjusted distributable earnings of $0.47 per share, comfortably covering its $0.39 dividend, while GAAP net income was $0.14 per share. The credit portfolio expanded 15% sequentially to $4.1 billion and the overall investment portfolio grew 9% after a...
EOG Resources Inc (EOG) Q1 2026 Earnings Call Transcript
EOG Resources reported record $4.7 billion free cash flow for 2025 and returned 8.2% of market cap to shareholders through dividends and buybacks. The company cut well costs by 7% by extending laterals and improving efficiencies, while adding 16% to proved...
Jacobs Solutions Inc (J) Q2 2026 Earnings Call Transcript
Jacobs Solutions reported a 22% rise in adjusted EPS to $1.75 and a record $27 billion backlog, prompting a second raise of FY 2026 guidance. Organic net revenue grew 9% while the data‑center and AI ecosystem now accounts for roughly 10‑11% of...
UL Solutions Inc (ULS) Q1 2026 Earnings Call Transcript
UL Solutions reported a record year with total revenue of $3.1 billion, up 6.4% year‑over‑year, and adjusted EBITDA margin expanding to 25.9%, a 300‑basis‑point improvement. The company generated $403 million of free cash flow, repaid $253 million of debt, and raised its quarterly...
KKR & Co Inc (KKR) Q1 2026 Earnings Call Transcript
KKR reported record fundraising in 2025, raising $129 billion—nearly double the amount two years earlier—and has already secured over 80% of its $300 billion target for 2024‑2026. Fee-related earnings and management fees surged, with a 24% year‑over‑year increase to $1.1 billion in the...
Bristow Group Inc (VTOL) Q1 2026 Earnings Call Transcript
Bristow Group reported adjusted EBITDA of $246 million for 2025, a 4% increase year‑over‑year, and reaffirmed its 2026 outlook with adjusted EBITDA projected between $295 million and $325 million, roughly 25% growth. Total revenue rose to $1.46 billion, and the company...
Chemours Co (CC) Q1 2026 Earnings Call Transcript
The Chemours Company announced $300 million net proceeds from the sale of its Kuan Yin site, earmarked for debt reduction and lowering net leverage below three times EBITDA. The firm guided 2026 consolidated net sales growth of 3‑5% and adjusted EBITDA...
Atkore Inc (ATKR) Q2 2026 Earnings Call Transcript
Atkore reported Q1 FY26 net sales of $656 million, a 2% organic volume increase, and adjusted EBITDA of $69 million, driven by $30 million of productivity gains. Adjusted earnings per share fell to 83 cents from $1.63 a year earlier, while a one‑time foreign...
ServiceNow Lays Out Path to $30 Billion in Annual Subscription Revenue as AI Bets Accelerate
ServiceNow announced a plan to double its subscription revenue to over $30 billion by 2030, roughly a 20% compound annual growth rate from the $15.7 billion expected in 2026. The company highlighted its AI‑driven Now Assist product, which surpassed $750 million in annual...
IPO Planning: CFOs Must Learn the Power of a Thoughtful Pause
The 2026 IPO market is emerging with the strongest pipeline since the 2021 boom, driven by a backlog of companies delayed by the 2025 SEC shutdown and geopolitical volatility. While the overall benefits of going public remain attractive, the concentration...