Smurfit WestRock PLC (SW) Q1 2026 Earnings Call Transcript
WestRock reported record packaging sales in Q4 2020, with volumes up 6.9% sequentially and $4.5 billion in revenue. Adjusted free cash flow reached $630 million, enabling a $578 million reduction in net debt for the quarter and over $800 million for the full year. Sustainable fiber‑based packaging demand accelerated, highlighted by growth in e‑commerce and eco‑friendly solutions like CanCollar Eco. The company announced FY2021 capital spending of $800‑$900 million to upgrade mills and expand capacity, targeting additional EBITDA gains.
ConocoPhillips (COP) Q1 2026 Earnings Call Transcript
ConocoPhillips wrapped 2025 with strong financial results, highlighting the successful Marathon Oil integration that doubled planned synergies and eliminated the Marathon capital program. The company generated $4.3 billion of operating cash flow, returned $9 billion to shareholders, and cut net debt by...
Alphabet Exceeds $100 Billion In Q1 And Its Profits Almost Doubled
Alphabet reported a record $109.9 billion in first‑quarter revenue, up from $90.2 billion a year earlier, while net income surged to $62.6 billion, almost double the prior year’s profit. The growth comes despite a modest decline in the Google Network ad segment, which...
Meta Q1 2026 Earnings: AI Capex Raised to $145B
Meta reported Q1 2026 revenue of $56.31 billion, up 33% year‑over‑year, and net income of $26.77 billion, beating analyst forecasts. The company raised its full‑year capital‑expenditure outlook to a range of $125 billion‑$145 billion, citing higher component costs and additional data‑center spend for future...
Markel Corporation Q1 2026 Earnings Call Summary
Markel Corp is deepening its "business of businesses" model by giving 14 profit‑center heads more authority, while deliberately shrinking gross written premiums by 21% after exiting Global Re and moving Hagerty to a fronting structure. Underwriting quality rose, with the...
Brookfield Infrastructure Partners L.P. Q1 2026 Earnings Call Summary
Brookfield Infrastructure Partners posted a record 10% rise in first‑quarter FFO, led by a 46% surge in its Data segment after acquiring a U.S. bulk‑fiber network and commissioning 200 MW of data centers. The Midstream and Utilities units also contributed, buoyed...
MIMEDX Announces First Quarter 2026 Operating & Financial Results
MiMedx Group reported first‑quarter 2026 net sales of $59 million, a 33% drop from the prior year, as new Medicare reimbursement rules crippled its wound‑care segment, which fell 60%. The surgical franchise bucked the trend, posting a 13% year‑over‑year increase. Management...
AI Could Unlock 10 Margin Points of Growth for CFOs by 2029: Gartner
According to Gartner’s 2026 Finance Technology Bullseye report, CFOs who align artificial‑intelligence initiatives with broader finance‑technology investments could generate an additional ten percentage points of margin growth by 2029. The study, based on a survey of 314 organizations, finds three‑quarters...
Nvidia Hands New Accounting Chief $12.9M in RSUs
Nvidia announced that Intel veteran Scott Gawel will become its chief accounting officer on May 4, succeeding retiring CAO Donald Robertson. Gawel will receive an $800,000 base salary and new‑hire RSU grants worth $12.9 million, vesting over four years. The move...
Community Bank (CBU) Q1 2026 Earnings Transcript
Community Bank (CBU) reported a strong start to 2026, posting 9% total revenue growth and a 17% rise in operating diluted earnings per share year‑over‑year. Net interest income reached $134.7 million, up 12.1% from the prior year, while total deposits climbed...
Purple Taps Former La-Z-Boy Exec as CFO
Purple Innovation announced that longtime CFO Todd Vogensen is leaving and will be succeeded by Bob Lucian, a former La‑Z‑Boy and Coty North America CFO. The company reported Q1 net revenue of $95.7 million, an 8.1% year‑over‑year decline, and a net...
Hut 8 Selling $3.25bn in Bonds to Finance Google and Anthropic-Backed River Bend AI Data Center Campus
Hut 8 is issuing $3.25 billion of investment‑grade bonds due 2042 to finance its 245 MW River Bend AI data‑center campus in Louisiana, the first phase of a potential 2.295 GW partnership with Fluidstack and Anthropic backed by Google. The 592‑acre site can scale beyond...
The Very Group Makes Interim CFO Permanent
The Very Group has promoted Edward Fry from interim to permanent chief financial officer after he first stepped into the interim role in September 2025. Fry, who joined the retailer in July 2020 and previously served as CFO of UK...
Cost Control Top Priority for UK CFOs
A Deloitte survey of UK CFOs shows cost control has become the top priority, with more than two‑thirds of finance leaders focusing on expense reduction and cash‑flow management. Optimism about business prospects has fallen to pandemic‑low levels, driven by rising...
HireRight Appoints Ryan Lowe as Chief Financial Officer
HireRight announced Ryan Lowe as its new Chief Financial Officer, effective immediately. Lowe, who previously served as Vice President of Strategy and Corporate Development, oversaw the acquisitions of ClearChecks and BGC Brasil. He brings more than seven years of private‑equity...
BYD First Quarter Profit Falls 55.4%
Chinese EV maker BYD posted a 55.4% year‑on‑year plunge in Q1 net profit, falling to 4.08 bn yuan ($596 m) as revenue slipped 11.8% to 150.22 bn yuan ($22 bn). Operating profit more than halved to 4.70 bn yuan ($686 m) and cash flow from operations...
Halfords Annual Profit to Be at Upper End of Expectations
Halfords expects its FY26 underlying pre‑tax profit to land at the top of the consensus range, roughly $45‑$51 million, driven by margin expansion and disciplined cost management. Group like‑for‑like sales grew 4.8%, with retail up 4.1%, motoring 2.9%, cycling 6.4% and...
Indonesia Telco Pivots to Private Debt After Public Bond Rethink
Indonesian telecom operator PT Solusi Sinergi Digital Tbk, known as Surge, has abandoned a planned public bond issuance due to tepid investor demand. Instead, the firm will raise about $300 million through privately placed senior secured notes with a limited group of investors. The...
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...
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...
Virtu Financial Inc (VIRT) Q1 2026 Earnings Call Transcript
Virtu Financial reported record adjusted net trading income (ANTI) of $9.7 million per day in Q1 2026, the strongest quarterly total since Q1 2021, and a full‑year ANTI of $8.6 million per day, $2.1 billion overall. Adjusted EBITDA surged to $442 million with a 72% margin,...
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....
Constellium SE (CSTM) Q1 2026 Earnings Call Transcript
Constellium SE reported a strong Q4 2025 turnaround, posting $113 million net income versus a $47 million loss a year earlier. Revenue rose 28% to $2.2 billion, driven by an 11% shipment increase and higher revenue per tonne. Adjusted EBITDA hit a record...
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,...
Entergy Corp (ETR) Q1 2026 Earnings Call Transcript
Entergy Corp reported adjusted earnings per share of $3.91 for Q1 2026, comfortably within its guidance range, and reaffirmed an annual EPS growth target of over 8% through 2029. Retail sales rose 4% while industrial sales jumped 7%, underpinning an...
Lithia Motors Inc (LAD) Q1 2026 Earnings Call Transcript
Lithia Motors reported a record $9.2 billion revenue for Q1 2026, lifting full‑year sales to $37.6 billion, a 4% increase. Adjusted diluted EPS grew 16% to $33.46, while same‑store revenues were flat and vehicle gross profit per unit fell $258 amid industry...
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,...
PROG Holdings Inc (PRG) Q1 2026 Earnings Call Transcript
PROG Holdings reported fiscal 2025 results highlighting a 12.1% rise in consolidated GMV, driven primarily by For Technologies’ 144% growth to $730 million. Progressive Leasing volume fell 8.6% after the Big Lots bankruptcy and tighter underwriting, but margin expansion lifted gross margin...
AerCap Holdings NV (AER) Q1 2026 Earnings Call Transcript
AerCap Holdings reported record 2025 results with GAAP net income of $3.8 billion and adjusted net income of $2.7 billion, boosted by $1.5 billion in insurance recoveries from the Ukraine conflict. Total revenue reached $8.5 billion and operating cash flow hit $5.4 billion, while the...
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...
Landmark Bancorp Inc (LARK) Q1 2026 Earnings Call Transcript
Landmark Bancorp reported Q4 2025 results on Jan. 29, 2026, delivering net income of $4.7 million and diluted earnings per share of $0.77. Tangible book value rose 24% year‑over‑year to $20.79 per share, while revenue grew 17% and net interest margin...
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...
Delek US Holdings Inc (DK) Q1 2026 Earnings Call Transcript
Delek US Holdings reported a GAAP net loss of $106 million ($1.76 per share) and an adjusted loss of $33 million ($0.56 per share) for Q1 2026, while adjusted EBITDA climbed to $170.2 million on stronger refining margins. The company posted record system‑wide refinery...
Bunge Global Ltd (BG) Q1 2026 Earnings Call Transcript
Bunge Global reported adjusted EPS of $1.99 for Q4 2025, down from $2.13 a year earlier, while adjusted segment EBIT rose to $756 million, a $210 million increase. The company highlighted $190 million of realized synergies from the Viterra integration, targeting a $220 million...
Clarivate PLC (CLVT) Q1 2026 Earnings Call Transcript
Clarivate reported full‑year 2025 revenue of $2.455 billion, a figure shaped entirely by inorganic divestitures as organic revenue remained flat. The company achieved nearly 2% organic ACV growth and lifted its recurring revenue mix to 88%, while retaining a 93% customer...
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...
Viavi Solutions Inc (VIAV) Q3 2026 Earnings Call Transcript
Viavi Solutions reported Q3 FY2026 revenue of $406.8 million, a 42.8% year‑over‑year increase and 10.2% sequential growth, beating the top end of its guidance. Operating margin rose to 21% and EPS to $0.27, both exceeding forecasts. The NSE segment surged 54.4%...
Federal Signal Corp (FSS) Q1 2026 Earnings Call Transcript
Federal Signal reported a record $2.2 billion in net sales for 2025, a 17% year‑over‑year increase, driven by strong organic growth and acquisitions. Adjusted EBITDA climbed 25% to $438.9 million, delivering a 20.1% margin, while GAAP EPS rose to $4.10. The company’s...
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...
Verisk Analytics Inc (VRSK) Q1 2026 Earnings Call Transcript
Verisk Analytics reported 6.6% organic constant‑currency revenue growth and 8.5% adjusted EBITDA growth for 2025, with adjusted EBITDA margin expanding to 56.2%. Subscription services now represent 84% of revenue, while transactional revenue slipped 6.5% amid low weather activity. The company...
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...
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...
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,...