Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, up 15% year‑over‑year, and a backlog of $11.4 billion. Q4 revenue hit $2.25 billion, beating guidance, while non‑GAAP operating margin rose to 37.3% and EPS exceeded forecasts. The company also announced a $2 billion strategic equity investment from Nvidia and plans to prepay $2.55 billion of obligations.
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 fell $76 million, lowering leverage to 3.2x. Payments and data now represent 47% of revenue, up from 43%, positioning the company to achieve revenue parity with its legacy print segment in 2026. The firm reaffirmed its 2026 guidance, upgraded credit ratings and declared a $0.30 dividend, underscoring financial resilience.
EyePoint Inc (EYPT) Q1 2026 Earnings Call Transcript
EyePoint Pharmaceuticals reported a dramatic revenue drop to $600,000 for the quarter, reflecting the reversal of deferred YUTIQ license revenue, while operating expenses surged to $71 million as Phase 3 trials for its DuraVu platform intensified. The company posted a net loss...
Edgewell Personal Care Co (EPC) Q2 2026 Earnings Call Transcript
Edgewell Personal Care closed its sale of the feminine‑care business to Essity on February 2, 2026, stripping a non‑core segment and trimming adjusted EPS by roughly $0.44 per share. Organic net sales slipped 0.5% as Sun and Skin Care drove an 8%...
Bio-Techne Corp (TECH) Q3 2026 Earnings Call Transcript
Bio-Techne reported flat Q3 revenue of $295.9 million, with a 2% foreign‑exchange gain offset by a 2% headwind from businesses held for sale. Adjusted operating margin expanded to 31.1%, up roughly 100 basis points year‑over‑year, while adjusted EPS rose 10%...
Rxsight Inc (RXST) Q1 2026 Earnings Call Transcript
RxSight reported fourth‑quarter 2025 sales of $32.6 million, a 19% year‑over‑year decline driven by sharply lower Light Delivery Device placements. The Light Adjustable Lens now represents 86% of revenue, lifting gross margin to a record‑high 77.5%. Despite a full‑year revenue increase...
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...
Universal Technical Institute Inc (UTI) Q2 2026 Earnings Call Transcript
Universal Technical Institute reported Q2 2026 revenue of $221.4 million, a 6.7% year‑over‑year increase, driven by both its UTI and Concord divisions. Total new student starts rose 13.8% to 7,569, while average full‑time active students grew 7.2% to 26,385. The...
Taskus Inc (TASK) Q1 2026 Earnings Call Transcript
TaskUs reported Q1 2024 revenue of $227.5 million, topping the high end of its guidance, and generated $50.6 million of adjusted EBITDA, delivering a 22.2% margin. Revenue fell 3.3% year‑over‑year, driven by a 45% decline in U.S. deliveries, while offshore...
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...
Adient PLC (ADNT) Q2 2026 Earnings Call Transcript
Adient plc reported Q2 2026 revenue of $3.6 billion, a 4% year‑over‑year increase primarily from favorable European FX, and adjusted EBITDA of $207 million, lifting its margin to 5.7%. Free cash flow hit $15 million, prompting the company to raise full‑year guidance to...
Urogen Pharma Ltd (URGN) Q1 2026 Earnings Call Transcript
UroGen Pharma reported a $15.8 million 2025 revenue for its newly launched Zasturi, with the permanent J code effective Jan. 1 2026 spurring a sharp uptick in prescriber and site adoption. The company now has 838 activated sites, over 95% payer access, and...
Clear Secure Inc (YOU) Q1 2026 Earnings Call Transcript
Clear Secure Inc. posted a record Q4 2025, with revenue rising 16.7% to $240.8 million and total bookings jumping 25.4% YoY to $287.1 million. The ClearOne enterprise platform drove bookings to more than double year‑over‑year, while total Clear members reached 38 million, up...
Global Payments Inc (GPN) Q1 2026 Earnings Call Transcript
Global Payments reported a strong Q1 2021, delivering $1.81 billion in adjusted net revenue, a 5% year‑over‑year increase, and a 40.6% adjusted operating margin. The company announced two strategic acquisitions—Zego, a real‑estate SaaS platform, and Worldline’s PAYONE business in Austria—totaling roughly...
Ryerson Holding Corp (RYZ) Q1 2026 Earnings Call Transcript
Ryerson Holding completed its merger with Olympic Steel, creating a combined entity of over 6,000 employees at roughly 160 locations. Management highlighted a $120 million annual run‑rate synergy target to be achieved within two years and outlined a Q4 net loss...
Safety Insurance Group Inc (SAFT) Q1 2026 Earnings Call Transcript
Safety Insurance Group reported a solid first‑quarter 2026 performance, with net premiums earned climbing 9% to $75.1 million and gross premiums written up 5.6% to $88.5 million. The company posted a combined ratio of 93.2% and retained 92.4% of renewing policies, delivering...
GeoPark Ltd (GPRK) Q1 2026 Earnings Call Transcript
GeoPark Ltd reported 2025 production of 28,233 barrels of oil equivalent per day, topping its guidance, while realized prices fell to $58.1 per BOE amid a weaker oil market. Adjusted EBITDA reached $277 million and operating costs averaged $13.4 per barrel,...
Perma-Fix Environmental Services Inc (PESI) Q1 2026 Earnings Call Transcript
Element Solutions reported a record Q1 2026 with organic net sales up 10% and Electronics sales climbing 15%, propelled by AI‑related data‑center demand. Adjusted EBITDA rose 21% year‑over‑year to a 27.8% margin, up 170 basis points, while pass‑through metals revenue...
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...
Kennametal Inc (KMT) Q3 2026 Earnings Call Transcript
Kennametal reported a 3% organic sales increase in Q3 2026, its first organic growth in eight quarters, and adjusted EPS rose to $0.34. Margin expansion to a 15.3% adjusted EBITDA margin was driven by price actions, tariff surcharges, and $8 million...
Sarepta Therapeutics Inc (SRPT) Q1 2026 Earnings Call Transcript
Sarepta Therapeutics reported $1.86 billion net product revenue for 2025, a 16% increase, and ended the year with $954 million in cash and investments. Management guided 2026 net product revenue to $1.2‑$1.4 billion, emphasizing a low‑end outlook while targeting operating profit and positive...
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...
Madrigal Pharmaceuticals Inc (MDGL) Q1 2026 Earnings Call Transcript
Madrigal Pharmaceuticals reported its Q1 2026 earnings, highlighting that Rezdiffra generated $958 million in net sales for its first full year, nearly $1 billion in total revenue. Patient enrollment rose to 36,250, reflecting strong sequential growth in the expanding MASH market. The...
Biote Corp (BTMD) Q1 2026 Earnings Call Transcript
Biote Corp reported Q1 2026 revenue of $46.4 million, down 6.9% year‑over‑year, with procedure revenue falling 13% while dietary supplement sales jumped 16% driven by e‑commerce. Gross profit margin slipped to 68% after a $1.3 million inventory charge linked to...
Perrigo Company PLC (PRGO) Q1 2026 Earnings Call Transcript
Perrigo reported a 2% rise in All‑In operating income and a 7% increase in EPS to $2.75 for 2025, matching its revised guidance. CORE Perrigo delivered stronger results, with operating income up 7% and EPS climbing 14% to $2.52. The...
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...
Savers Value Village Inc (SVV) Q1 2026 Earnings Call Transcript
Savers Value Village reported Q1 2026 net sales of $403 million, an 8.9% increase, with U.S. sales rising 11.2% and comparable store sales up 6.4%. Canadian segment profit margin expanded 310 basis points despite a 0.6% dip in comparable sales, reflecting...
Borgwarner Inc (BWA) Q1 2026 Earnings Call Transcript
BorgWarner reported $14.3 billion in net sales for 2025, a modest $200 million increase driven by 23% growth in light‑vehicle e‑product sales. Adjusted operating margin rose to 10.7% and adjusted EPS grew 14% YoY, while free cash flow exceeded $1.2 billion, up 66%,...
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...
Maplebear Inc (CART) Q1 2026 Earnings Call Transcript
Maplebear (CART) reported Q1 2026 gross transaction value of $9.85 billion, up 14% YoY and the strongest pace in three years, driven by 16% order growth and expanding retailer partnerships. GAAP net income fell 46% to $81 million due to a $60 million...
Reynolds Consumer Products Inc (REYN) Q1 2026 Earnings Call Transcript
Reynolds Consumer Products reported Q1 2026 net revenue of $877 million, a 7% increase year‑over‑year, led by strong performance in the Reynolds Cooking & Kitchen Essentials segment and broad portfolio growth. Adjusted EBITDA climbed to $131 million and gross margin...
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...
One Stop Systems Inc (OSS) Q1 2026 Earnings Call Transcript
One Stop Systems reported Q1 2026 revenue of $12.0 million, a 70.2% year‑over‑year increase, and achieved a record gross margin of 58.5%. The company completed the divestiture of its Bressner subsidiary, generating $22.4 million and sharpening its focus on rugged AI compute...
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...
Quanterix Corp (QTRX) Q1 2026 Earnings Call Transcript
Quanterix Corp reported fourth‑quarter revenue of $43.9 million, a 25% year‑over‑year increase and 7% sequential growth, though organic revenue fell 22% as both Simoa and Spatial platforms declined over 20%. The company highlighted a $897 CMS reimbursement rate for its Lucent...
Marriott International Inc (MAR) Q1 2026 Earnings Call Transcript
Marriott International reaffirmed its aggressive organic growth strategy, reporting a record 610,000‑room development pipeline with 265,000 rooms under construction and a 75% conversion efficiency that fuels fee revenue. Global RevPAR rose 2% in 2025, and the company projects 1.5‑2.5% growth...
Sera Prognostics Inc (SERA) Q1 2026 Earnings Call Transcript
Sera Prognostics reported Q1 2026 revenue of $14 k, down from $38 k, while operating expenses rose slightly to $9.4 M, resulting in an $8.4 M net loss. Management highlighted a strategic shift from R&D to commercialization, launching a third partnership program that reaches...
Accuray Inc (ARAY) Q3 2026 Earnings Call Transcript
Accuray reported Q3 fiscal 2026 revenue of $104.8 million, up 3% sequentially but down 7% year‑over‑year, with product revenue falling 13% and service revenue slipping 1%. Gross margins contracted to 24.1% as higher parts consumption and tariffs eroded profitability. The...
Bruker Corp (BRKR) Q1 2026 Earnings Call Transcript
Bruker Corp reported fourth‑quarter 2025 revenue of $977.2 million, essentially flat year‑over‑year, with a 5.1% organic decline across its Scientific Instruments and BEST segments. The company posted a non‑GAAP operating margin of 15.7% and record free cash flow of $207 million, aided...
Sturm Ruger & Company Inc (RGR) Q1 2026 Earnings Call Transcript
Sturm Ruger reported Q4 2025 results on its March 3 2026 earnings call, showing a modest 3.6% rise in quarterly net sales to $151 million and a 1.9% increase for the full year to $546 million. Adjusted earnings came in at $0.84 per share after...
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...
Agilon Health Inc (AGL) Q1 2026 Earnings Call Transcript
Agilon Health reported Q1 2026 revenue of $1.42 billion, down from a year earlier, as Medicare Advantage and ACO REACH memberships slipped to 426,000 and 110,000 respectively. Despite the headcount decline, medical margin rose to $149 million and adjusted EBITDA more than doubled...
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...
Astec Industries Inc (ASTE) Q1 2026 Earnings Call Transcript
Astec Industries reported record Q4 net sales of $400.6 million and an 8.1% full‑year sales increase, driven by organic growth and the recent TerraSource and CWMF acquisitions. Adjusted EBITDA rose to $44.7 million for the quarter and $140.7 million for the year, lifting...
Zevra Therapeutics Inc (ZVRA) Q1 2026 Earnings Call Transcript
Zevra Therapeutics reported Q1 2026 net revenue of $36.2 million, a 78% year‑over‑year increase, driven primarily by MyPlifer sales of $24.6 million and a $10.2 million expanded‑access program. The company completed the $50 million divestiture of its SDX portfolio, recorded a $43.3 million one‑time gain...
Northwest Natural Holding Co (NWN) Q1 2026 Earnings Call Transcript
Northwest Natural Holding Co. reported a record adjusted EPS of $2.93 for 2025, propelled by new Oregon rates, strong rate‑base growth, and organic customer additions across its gas, water and newly acquired Sea Energy businesses. The shift to multiyear rate...
Medline Inc (MDLN) Q1 2026 Earnings Call Transcript
Medpace Holdings reported Q1 2026 revenue of $706.6 million, a 26.5% year‑over‑year rise, while EBITDA climbed 25.9% to $149.4 million. Net new business awards increased 23.7% to $618.4 million, but the net book‑to‑bill ratio slipped to 0.88, reflecting higher cancellations, especially in oncology...
Service Properties Trust (SVC) Q1 2026 Earnings Call Transcript
Service Properties Trust (SVC) sold 112 hotels for roughly $860 million, using proceeds to retire $1.1 billion of 2026‑2027 notes and improve its leverage. The REIT also raised $745 million of five‑year mortgage financing at a 5.96% coupon, cutting annual interest costs by...
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...
Flowco Holdings Inc (FLOC) Q1 2026 Earnings Call Transcript
Flowco Holdings reported fourth‑quarter 2025 adjusted EBITDA of $83.5 million, up $6.7 million sequentially and 11% year‑over‑year, on revenue of $197 million. Rental revenue topped $110 million for the first time, driving a 42.4% adjusted EBITDA margin and generating $63 million of free cash flow...
Mineralys Therapeutics Inc (MLYS) Q1 2026 Earnings Call Transcript
Mineralys Therapeutics reported Q1 2026 results highlighting FDA acceptance of lorundrostat’s NDA with a PDUFA target of Dec 22, 2026. The company completed five trials showing durable blood‑pressure reductions, though the EXPLORER‑OSA study missed its primary AHI endpoint, it still demonstrated a...