Today's Earnings Calls Pulse
Dycom Industries posts record $5.55B revenue and launches Building Systems segment
Dycom reported fiscal 2026 revenue of $5.55 billion, a full‑year high, and highlighted the $95.8 million contribution from its newly created Building Systems segment after completing the Power Solutions acquisition. Management forecast fiscal 2027 contract revenue of $6.85‑$7.15 billion, underscoring strong demand in fiber‑optic and utility markets.
Peloton Interactive Inc (PTON) Q3 2026 Earnings Call Transcript
Peloton Interactive reported Q3 2026 revenue of $631 million, topping guidance by $6 million, driven by strong Connected Fitness equipment sales. The company posted a 41% jump in adjusted EBITDA to $126 million and free cash flow rose 59% to $151 million, while net debt fell 70% to $173 million, leaving $1.13 billion in cash. Management highlighted a new high‑margin content licensing deal with Spotify and a 14% year‑over‑year rise in commercial business unit revenue, underscoring diversification beyond consumer subscriptions. Full‑year guidance now anticipates positive net income and operating income for the first time in Peloton’s history.
Maximus Inc (MMS) Q2 2026 Earnings Call Transcript
Maximus Inc. reported Q2 2026 revenue of $1.31 billion, in line with expectations, and lifted its adjusted EBITDA margin to 14.4% driven by AI‑enabled automation. Adjusted EPS rose to $2.07, offset by a $6.9 million U.S. Services asset impairment and a $4.2 million...
RealReal Inc (REAL) Q1 2026 Earnings Call Transcript
The RealReal reported Q1 2026 GMV of $606 million, up 24% year‑over‑year, and revenue of $190 million, up 19%. Adjusted EBITDA rose to $13.1 million, expanding margin by 430 basis points to 6.9%. Take rate slipped to 36.4% as the mix shifted toward...
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...
MSC Income Fund Inc (MSIF) Q1 2026 Earnings Call Transcript
MSC Industrial Direct reported Q1 2026 results with average daily sales up 4% year‑over‑year, driven by a 4.2% price benefit that largely offset a 0.3% volume decline from the federal government shutdown. Net sales reached $966 million, matching the midpoint of...
News Corp (NWSA) Q3 2026 Earnings Call Transcript
News Corp posted a 9% revenue increase to $2.2 billion in Q3 2026, propelled by strong performance in Dow Jones, Digital Real Estate Services, and HarperCollins. Segment EBITDA rose 18% to $343 million, with margins expanding to 15.7% and Dow Jones EBITDA...
Tandem Diabetes Care Inc (TNDM) Q1 2026 Earnings Call Transcript
Tandem Diabetes Care reported record first‑quarter results, with worldwide sales of $247 million and over 29,000 pump shipments, driven primarily by U.S. demand. The company posted a 55% gross margin, the highest ever for a Q1, and narrowed its operating loss...
Fox Factory Holding Corp (FOXF) Q1 2026 Earnings Call Transcript
Fox Factory reported Q1 2026 net sales of $368.7 million, up 3.9% year‑over‑year and at the high end of its guidance, while adjusted EBITDA reached $35.7 million, also surpassing the top of the forecast range. Gross margin slipped to 28.9%...
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...
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...
Playtika Holding Corp (PLTK) Q1 2026 Earnings Call Transcript
Playtika reported Q1 2026 revenue of $678 million, a modest 0.6% sequential increase and 4.4% year‑over‑year growth, driven by a surge in direct‑to‑consumer (D2C) sales. D2C contributed $250 million, up 19.5% sequentially and 43.2% YoY, now representing 36.8% of total revenue, while...
OUTFRONT Media Inc (OUT) Q1 2026 Earnings Call Transcript
Outfront Media reported first‑quarter 2026 revenue up 10%, propelled by a 22% surge in transit and a 7% rise in billboard sales. Consolidated OIBDA jumped 56% to roughly $100 million and AFFO more than doubled to $61 million, aided by $13.5 million of...
Proficient Auto Logistics Inc (PAL) Q1 2026 Earnings Call Transcript
Proficient Auto Logistics reported Q1 2026 revenue of $93.7 million, a 1.6% decline year‑over‑year, while unit deliveries rose 1.5% to 501,850, indicating market‑share gains amid a 5% SAAR drop. Adjusted EBITDA fell to $4.5 million from $7.8 million, primarily due to higher diesel...
Lantheus Holdings Inc (LNTH) Q1 2026 Earnings Call Transcript
Lantheus Holdings reported Q1 2026 revenue of $377.3 million, a 1.2% year‑over‑year increase and 8.6% when excluding divested SPEC revenue. Oncology sales from PYLARIFY fell 6.5% despite a 5.8% volume rise, while cardiology product DEFINITY grew 6.8% and retained over 80%...
Stevanato Group SpA (STVN) Q1 2026 Earnings Call Transcript
Stevanato Group reported first‑quarter 2026 revenue of €273.6 million, a 10% rise on a constant‑currency basis, driven primarily by the Biopharmaceutical and Diagnostic Solutions (BDS) segment. High‑value solutions, especially syringes and GLP‑1 biologics, grew 17% and now represent 47% of total...
HubSpot Inc (HUBS) Q1 2026 Earnings Call Transcript
HubSpot reported a robust Q1 2026, with revenue up 23% year‑over‑year (18% in constant currency) and non‑GAAP operating margin expanding to 18%. The company added nearly 300,000 customers, generated $154 million free cash flow, and saw subscription revenue rise 23% while...
Guardant Health Inc (GH) Q1 2026 Earnings Call Transcript
Guardant Health reported Q1 2026 revenue of $302 million, a 48% year‑over‑year increase and the fastest annual growth in five years. Oncology revenue rose 36% to $205 million, driven by 86,000 tests—a 47% volume jump—while its Shield screening test generated $42 million from...
ESAB Corp (ESAB) Q1 2026 Earnings Call Transcript
ESAB Corp reported record Q1 2026 results, with total core sales of $715 million, a 10% year‑over‑year increase, and adjusted EBITDA of $136 million, up 6% and delivering a 19% margin. The company highlighted strong performance from recent acquisitions, notably EWM and...
WW Grainger Inc (GWW) Q1 2026 Earnings Call Transcript
W.W. Grainger reported first‑quarter 2026 revenue up 10.1% year‑over‑year, or 12.2% on a daily organic basis, driven by strong price realization and volume across both High‑Touch Solutions and Endless Assortment. Operating margin rose to 16.7%, a 110‑basis‑point improvement, while diluted...
Delcath Systems Inc (DCTH) Q1 2026 Earnings Call Transcript
Delcath Systems reported Q1 2026 revenue of $25 million, a 26% increase year‑over‑year, driven primarily by $23.3 million from its HEPZATO kit. The company recorded a net loss of $1.1 million but posted adjusted EBITDA of $3.4 million and reaffirmed a 2026 revenue target...
Post Holdings Inc (POST) Q2 2026 Earnings Call Transcript
Post Holdings posted a strong Q2 2026, with adjusted EBITDA beating internal forecasts while keeping full‑year guidance unchanged due to Middle East conflict risks. Share repurchases have trimmed the share count by 15% year‑to‑date, and cash flow remains robust, providing...
Once Upon A Farm PBC (OFRM) Q1 2026 Earnings Call Transcript
Once Upon A Farm reported Q1 2026 consolidated net sales of $49.6 million, a 9% year‑over‑year increase driven by Canadian cannabis and early Netherlands contributions. Net income turned positive at $2.3 million, while adjusted EBITDA rose to $8.6 million with a 17.3% margin,...
Celsius Holdings Inc (CELH) Q1 2026 Earnings Call Transcript
Celsius Holdings reported record first‑quarter 2026 revenue of $783 million, driven by strong performance across its CELSIUS, Alani Nu and Rockstar brands. Net sales for Alani Nu surged 60% year‑over‑year after the PepsiCo distribution transition, while CELSIUS grew 6% and Rockstar contributed $67 million....
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...
Monster Beverage Corp (MNST) Q1 2026 Earnings Call Transcript
Monster Beverage Corp reported a record $2.35 billion in net sales for Q1 2026, a 26.9% year‑over‑year increase and the first quarter to top $2 billion. Sales rose double‑digits across every major geography, with international revenue now representing 45% of the total mix....
Full House Resorts Inc (FLL) Q1 2026 Earnings Call Transcript
Full House Resorts reported Q1 2026 revenue of $74.4 million, a modest 0.9% organic increase after excluding the Stockman's Casino sale, while adjusted EBITDA climbed 15% to $13.2 million. All operating properties posted EBITDA improvements, highlighted by an 8% rise at American...
Assured Guaranty Ltd (AGO) Q1 2026 Earnings Call Transcript
Assured Guaranty Ltd. posted record financial metrics for 2025, including an adjusted book value of $186.43 per share and adjusted operating income of $9.80 per share. The firm repurchased $500 million of stock, retired 12% of its shares, and raised its...
Bob's Discount Furniture, Inc (BOBS) Q1 2026 Earnings Call Transcript
ServisFirst posted $83 million net income in Q1 2026, delivering diluted EPS of $1.52, a 33% year‑over‑year increase. Net interest margin expanded to 3.53%, up 61 basis points, supported by loan repricing and lower funding costs. Loan balances grew 7% annualized while...
Sabre Corp (SABR) Q1 2026 Earnings Call Transcript
Sabre Corp reported Q1 2026 revenue of $760 million, an 8% year‑over‑year increase, with Marketplace and Airline Technology both contributing to growth. Normalized adjusted EBITDA climbed 21% to $169 million, expanding margin to 22.2%, while free cash flow turned negative $155 million because...
AvePoint Inc (AVPT) Q1 2026 Earnings Call Transcript
AvePoint reported record Q1 2026 results, delivering $117.2 million in total revenue—a 26% year‑over‑year increase that topped the high end of its guidance. SaaS revenue surged 35% to $93.4 million, representing 80% of the top line and driving ARR to $435.2 million, up...
Zoetis Inc (ZTS) Q1 2026 Earnings Call Transcript
Zoetis reported Q1 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, with price gains offset by volume declines. The livestock and diagnostics segments delivered double‑digit growth, while companion animal revenues fell...
Harmony Biosciences Holdings Inc (HRMY) Q1 2026 Earnings Call Transcript
Harmony Biosciences reported record Q1 product revenue of $243.8 million, a 21% increase year‑over‑year, driven by sustained demand for its Wakix sleep‑wake therapy. The company added roughly 400 patients per quarter, reaching about 8,500 on Wakix, and reaffirmed 2026 revenue guidance...
Loar Holdings Inc (LOAR) Q1 2026 Earnings Call Transcript
Loar Holdings reported a record Q1 2026 with sales of $156 million, up 11% year‑over‑year, and an adjusted EBITDA margin of 40.5%, surpassing its IPO target. The company posted a book‑to‑bill ratio above 1.2 and a record defense backlog, while...
Cars.com Inc (CARS) Q1 2026 Earnings Call Transcript
Cars.com reported Q1 2022 revenue of $158 million, a 3% year‑over‑year increase, driven by a 6% rise in dealer revenue to $140 million. Dealer customers grew to 19,500—the highest in over three years—while website customers reached 5,500. The company highlighted strong demand...
CSP Inc (CSPI) Q2 2026 Earnings Call Transcript
CSP Inc. reported $12 million total revenue for Q1 2026, down from $15.7 million a year earlier, as a $4.5 million one‑time product deal did not recur. Service revenue rose 14.6% to $5.3 million, lifting gross margin to 39.3% from 29.1%. Managed Services began billing...
Arrowhead Pharmaceuticals Inc (ARWR) Q2 2026 Earnings Call Transcript
Arrowhead Pharmaceuticals reported accelerating uptake of its newly launched triglyceride‑lowering therapy REDEMPLO, surpassing 400 prescriptions with a 40% surge in the last month. The company announced a price reduction to $45,000 per patient per year and secured payer policies that...
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%...
PAR Technology Corp (PAR) Q1 2026 Earnings Call Transcript
PAR Technology reported Q1 2026 revenue of $124 million, up 19% year‑over‑year, driven by strong subscription and hardware sales. Annual recurring revenue rose 16% to $330 million, with organic ARR growth of 11%. Adjusted EBITDA improved to $8.9 million, nearly doubling the prior...
PennantPark Floating Rate Capital Ltd (PFLT) Q2 2026 Earnings Call Transcript
PennantPark Floating Rate Capital reported core net investment income of $0.27 per share for Q2 2026, with GAAP net investment income of $0.26 per share and NAV essentially flat at $10.47. The firm reduced its debt‑to‑equity ratio to 1.5x and...
Westrock Coffee Co (WEST) Q1 2026 Earnings Call Transcript
Westrock Coffee Co. reported Q1 2026 results that marked a decisive turnaround, with consolidated adjusted EBITDA soaring to $26 million—more than triple the prior year—and net sales climbing 44% to $308.8 million. The company posted a $3.2 million operating profit after a $13.1 million loss...
Karat Packaging Inc (KRT) Q1 2026 Earnings Call Transcript
Karat Packaging reported Q1 2026 net sales of $116.9 million, up 12.9% year‑over‑year, driven by volume, mix and modest price hikes. Online sales rose nearly 10% to $19.5 million, and operating income increased 8.2% to $8.5 million despite a gross‑margin decline to 35.5%...
Flux Power Holdings Inc (FLUX) Q3 2026 Earnings Call Transcript
Flux Power Holdings reported a steep revenue decline in Q3 2026, dropping to $6.6 million—a 60% year‑over‑year decrease—driven by a major customer’s capital freeze and geopolitical order delays. Gross margin fell to 27.3% from 32% as product mix shifted and...
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...
Organogenesis Holdings Inc (ORGO) Q1 2026 Earnings Call Transcript
Organogenesis Holdings reported a 58% drop in Q1 net product revenue to $36.3 million, driven primarily by a 63% plunge in advanced wound‑care sales after CMS reimbursement policy changes created clinician confusion. The company recorded a GAAP operating loss of...
Opendoor Technologies Inc (OPEN) Q1 2026 Earnings Call Transcript
Opendoor Technologies reported a strong Q1 2026, purchasing 2,474 homes—a 45% rise from Q4—and signing over 5,000 acquisition contracts, the highest volume since Q2 2022. Resale contribution margin improved to 4.4%, up 3.4 percentage points, while aged inventory fell to...
Warner Music Group Corp (WMG) Q2 2026 Earnings Call Transcript
Warner Music Group reported a 12% rise in total revenue for Q2 2026, propelled by double‑digit growth in recorded music, publishing and physical sales. Adjusted OIBDA surged 24% with margin expanding 230 basis points, while adjusted EPS climbed 38% to...
Tripadvisor Inc (TRIP) Q1 2026 Earnings Call Transcript
Tripadvisor reported Q1 2026 consolidated revenue of $382 million, a 4% decline but in line with internal guidance, while adjusted EBITDA of $22 million beat forecasts. The Experiences segment saw bookings grow 11% and conversion improve over 20% despite macro‑related...
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...