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.
Hyster-Yale Inc (HY) Q1 2026 Earnings Call Transcript
Hyster‑Yale reported Q1 2026 bookings up 42% sequentially and 35% year‑over‑year to $540 million, while revenue slipped to $923 million and the company posted a $16 million adjusted operating loss. Operating cash flow improved to $57 million thanks to tighter inventory management. Tariff expenses remained a major headwind, costing $40 million this quarter and $100 million for the full year. Management highlighted a strategic realignment (VERA) and restructuring that aim to deliver $85‑$100 million of annual savings by 2028.
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...
Oil States International Inc (OIS) Q1 2026 Earnings Call Transcript
Oil States International reported Q4 2025 results with consolidated revenue of $178 million, up 8% sequentially and year‑over‑year, driven by offshore and international markets. Adjusted EBITDA rose 9% to $23 million, while cash flow from operations surged 63% to $50 million, allowing the...
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...
Viemed Healthcare Inc (VMD) Q1 2026 Earnings Call Transcript
Viemed Healthcare reported a 14.7% year‑over‑year revenue increase in Q2 2025, driven entirely by organic growth, with its core ventilation business still contributing 54% of sales. Sleep therapy patients rose 15% sequentially, making sleep the fastest‑growing segment, while the resupply...
LoanDepot Inc (LDI) Q1 2026 Earnings Call Transcript
loanDepot reported a 15% rise in pull‑through weighted rate lock volume to $5.4 billion and a 20% jump in adjusted revenue to $278 million, narrowing its adjusted net loss to $25 million. The company’s gain‑on‑sale margin accelerated to 355 basis points, surpassing guidance,...
Grail Inc (GRAL) Q1 2026 Earnings Call Transcript
GRAIL reported Q1 2026 results showing revenue of $36.2 million, a 26% year‑over‑year increase, driven by 45,000 Gallery tests sold—a 39% volume rise. The company completed a $325 million private placement and secured a pending $110 million equity investment from Samsung to accelerate...
Huntington Ingalls Industries Inc (HII) Q1 2026 Earnings Call Transcript
Huntington Ingalls Industries reported FY2025 revenue of $12.5 billion, an 8.2% increase, with EPS rising to $15.39. All three segments—Ingalls Shipbuilding, Newport News Shipbuilding, and Mission Technologies—posted record revenues, and the company secured $16.9 billion in new awards. Management raised its medium‑term...
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...
EVgo Inc (EVGO) Q1 2026 Earnings Call Transcript
EVgo reported a 50% revenue surge to $384 million in 2025, with fourth‑quarter sales jumping 75% to $118 million. The company achieved adjusted EBITDA breakeven for the first time, posting a positive $25 million in Q4 after a $24 million contract buyout. Its network...
Key Tronic Corp (KTCC) Q3 2026 Earnings Call Transcript
Key Tronic Corp reported Q3 2026 revenue of $96.3 million, a 15% decline driven by the loss of a long‑standing customer and an end‑of‑life program transition. Gross margin collapsed to 0.6% after $10.5 million in restructuring charges, though adjusted margin rose to...
Ferguson Enterprises Inc (FERG) Q1 2026 Earnings Call Transcript
Ferguson Enterprises reported Q1 2026 net sales of $7.8 billion, a modest 0.8% increase year‑over‑year, driven primarily by acquisition‑related growth as organic revenue slipped 0.3%. Total volume rose about 3% while commodity prices fell roughly 2%, compressing gross margin to 30.1%,...
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...
Leonardo DRS Inc (DRS) Q1 2026 Earnings Call Transcript
Leonardo DRS reported 13% organic revenue growth to $3.6 billion in 2025, with adjusted EBITDA up 13% to $453 million. Backlog reached $8.7 billion and book‑to‑bill stayed above 1.2, supporting 2026 revenue guidance of $3.85‑$3.95 billion. The company boosted R&D by 40% and capex...
Solventum Corp (SOLV) Q1 2026 Earnings Call Transcript
Solventum Corp reported $2.0 billion in Q1 2026 sales, posting 3.5% organic growth but a 3.7% decline on a reported basis after the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5%, a 230‑basis‑point sequential drop, while adjusted operating income...
Entravision Communications Corp (EVC) Q1 2026 Earnings Call Transcript
Entravision Communications posted a 114% revenue surge to $197 million in Q1 2026, propelled by a 204% jump in its Advertising Technology and Services (ATS) segment. The ATS segment generated $34.3 million in operating profit, a 427% increase year‑over‑year, while the Media segment...
Manitowoc Company Inc (MTW) Q1 2026 Earnings Call Transcript
Manitowoc reported a record $803 million fourth‑quarter order intake, up 56% YoY, and a 22% rise in year‑end backlog to $794 million. Net sales grew 14% to $677 million, while adjusted EBITDA reached $40 million after mitigating roughly 85% of tariff pressure. Free cash...
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...
Socket Mobile Inc (SCKT) Q1 2026 Earnings Call Transcript
Socket Mobile reported Q4 2025 revenue of $4 million, an 18% year‑over‑year drop but a 28% sequential rise, while full‑year sales fell 20% to $15 million. Operating expenses were trimmed 10% YoY, yet the company posted a $3.7 million operating loss and recognized...
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...
InnovAge Holding Corp (INNV) Q3 2026 Earnings Call Transcript
InnovAge Holding Corp. posted Q3 2026 revenue of $239.7 million, up 14.7% year‑over‑year, and achieved an adjusted EBITDA margin of 9.2%, meeting its intermediate‑term target for the first time. Net income turned positive at $11.8 million, while adjusted EBITDA rose...
Life Time Group Holdings, Inc (LTH) Q1 2026 Earnings Call Transcript
Life Time Group Holdings reported Q2 2025 revenue of $761 million, a 14% year‑over‑year increase, driven by higher membership dues, enrollment fees, and incentive revenue. Net income rose 36.5% to $72.1 million, while adjusted net income surged 60.5% to $84.1 million and adjusted EBITDA...
Bowhead Specialty Holdings Inc (BOW) Q1 2026 Earnings Call Transcript
Bowhead Specialty Holdings reported a 24% rise in gross written premiums to $862.8 million for 2025, driven primarily by a 28% surge in casualty business. Adjusted net income jumped 30% to $55.6 million, while the expense ratio slipped below 30%...
Teradata Corp (TDC) Q1 2026 Earnings Call Transcript
Teradata Corp reported Q1 2026 revenue of $444 million, a 6% year‑over‑year increase, and recurring revenue of $400 million, up 12% YoY, surpassing the top end of its guidance. Non‑GAAP operating margin expanded to 27.3% and diluted EPS rose 30% to $0.88,...
Pitney Bowes Inc (PBI) Q1 2026 Earnings Call Transcript
Pitney Bowes reported Q1 2021 revenue of $915 million, up 14% in constant currency, with adjusted EPS of $0.07 versus a GAAP loss of $0.18 driven by a $0.22 refinancing charge. Adjusted EBIT rose to $50 million, yielding a 5% margin, while...
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...
Expro Group Holdings NV (XPRO) Q1 2026 Earnings Call Transcript
Expro Group reported $1.6 billion in full‑year revenue, matching guidance, and generated $303 million of adjusted EBITDA at a 22% margin, up 170 basis points year‑over‑year. Free cash flow more than doubled to $127 million, exceeding the $110‑$120 million outlook. The company closed the...
Enact Holdings Inc (ACT) Q1 2026 Earnings Call Transcript
Enova International reported a record $875 million in Q1 2026 revenue, up 17% year‑over‑year, driven by a 33% surge in total originations to $2.3 billion. Small‑business loans led the growth, expanding 42% to $1.7 billion, while consumer originations rose 10% to $559 million. Adjusted EPS...
Integra Lifesciences Holdings Corp (IART) Q1 2026 Earnings Call Transcript
Integra LifeSciences reported Q1 2026 revenue of $392 million, a 2.4% reported increase, and adjusted EPS of $0.54, surpassing guidance. Gross margin rose to 64.1% and adjusted EBITDA margin improved to 19.4%, reflecting favorable product mix, tariff benefits, and transformation...
Super Micro Computer Inc (SMCI) Q3 2026 Earnings Call Transcript
Super Micro Computer reported fiscal Q3 2026 revenue of $10.2 billion, up 123% year‑over‑year but down 19% sequentially due to component shortages and delayed customer site readiness. Non‑GAAP gross margin rebounded to 10.1%, a 58% improvement from the prior quarter, driven...
Kadant Inc (KAI) Q1 2026 Earnings Call Transcript
Kadant Inc. reported record Q4 2025 revenue of $286 million, an 11% increase driven primarily by recent acquisitions and a surge in aftermarket parts sales, which now represent 71% of total revenue. Adjusted EBITDA rose 11% to $58 million, maintaining a 20.3%...
BlackLine Inc (BL) Q1 2026 Earnings Call Transcript
BlackLine reported Q1 2026 revenue of $183 million, an 8% year‑over‑year increase, and annual recurring revenue climbing to $702 million, up nearly 10%. Platform pricing adoption accelerated, representing 11% of eligible ARR and driving 75% of new bookings. AI‑enabled Verity agents saw...
Prudential Financial Inc (PRU) Q1 2026 Earnings Call Transcript
Prudential Financial reported a record Q1 2024, delivering $1.5 billion adjusted operating income, a 16% year‑over‑year increase. Strong net inflows boosted PGIM assets to $1.3 trillion, while retirement and individual life sales hit decade‑highs. The company returned over $700 million to shareholders and...
Kimball Electronics Inc (KE) Q3 2026 Earnings Call Transcript
Kimball Electronics reported Q4 fiscal 2025 net sales of $381 million, a 12% YoY decline, driven by a 13% drop in automotive revenue after losing the Reynosa braking program. The medical segment grew 5% YoY to $107 million, representing 28%...
Greenlight Capital Re Ltd (GLRE) Q1 2026 Earnings Call Transcript
Greenlight Capital Re reported a record quarter, delivering a $13 million underwriting profit with a 92.1% combined ratio and $44.8 million investment income, driven largely by a 7.9% return from its Solasglas fund. Net income reached $49.3 million, lifting fully‑diluted book value per...
Titan America SA (TTAM) Q1 2026 Earnings Call Transcript
Titan America reported Q4 2025 revenue of $406 million, a 4% year‑over‑year increase, and adjusted EBITDA of $94 million, lifting the margin to 23.1%. Full‑year results set new records with $1.66 billion in revenue and $390 million in adjusted EBITDA, expanding the margin by...
Ferroglobe PLC (GSM) Q1 2026 Earnings Call Transcript
Ferroglobe PLC posted Q1 2026 revenue of $329 million, a 6% sequential rise, driven by strong silicon‑based and manganese‑based alloy volumes and a 13% jump in shipments to 165,000 tons. The company benefited from newly‑implemented EU safeguards and U.S. antidumping duties, which...
Everus Construction Group Inc (ECG) Q1 2026 Earnings Call Transcript
Everus Construction Group reported a record $1.01 billion quarter, up 33% year‑over‑year, and full‑year revenue of $3.75 billion, a 31.5% increase. EBITDA surged 45% in the quarter to $84.8 million and 37.7% for the year, lifting the margin to 8.4%. The company’s backlog...
Knife River Corp (KNF) Q1 2026 Earnings Call Transcript
Knife River reported record third‑quarter 2025 results, posting $1.2 billion revenue and $273 million adjusted EBITDA, driving the EBITDA margin to 22.7%. The performance was powered by the integration of Strata Corporation, which boosted ready‑mix volumes by 16% and lifted aggregates pricing...
Electronic Arts Inc (EA) Q4 2026 Earnings Call Transcript
Electronic Arts reported FY2024 net bookings of $7.43 billion, a modest 1% increase year‑over‑year, while GAAP revenue rose 2% to $7.56 billion and earnings per share surged 63% to $4.68. The company highlighted record operating cash flow of $2.32 billion and free cash...
Revvity Inc (RVTY) Q1 2026 Earnings Call Transcript
Revvity reported a solid Q1 2026, posting $711 million revenue, 3% total organic growth and adjusted EPS of $1.06, beating guidance. The company announced a strategic divestiture of its China immunodiagnostics unit, a 6% revenue segment hampered by policy headwinds, with...
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...
Workiva Inc (WK) Q1 2026 Earnings Call Transcript
Workiva reported Q3 2025 total revenue of $224 million, up 21% year‑over‑year, and subscription revenue of $210 million, rising 23% and surpassing the top end of its guidance. The company posted a non‑GAAP operating margin of 12.7%, beating expectations by 470 basis...
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...
SuRo Capital Corp (SSSS) Q1 2026 Earnings Call Transcript
SuRo Capital Corp. posted a 21% rise in net asset value (NAV) to $8.09 per share and delivered roughly 70% total shareholder return for 2025, driven by strong private‑tech holdings and a $0.50 dividend. Management highlighted that ongoing and near‑term...
PayPal Holdings Inc (PYPL) Q1 2026 Earnings Call Transcript
PayPal announced a leadership change, with Enrique Lopez becoming president and CEO on March 1, 2026, to address execution gaps rather than strategic flaws. The company reported strong growth in Venmo, BNPL and enterprise payments, each delivering double‑digit volume increases, while...
Peabody Energy Corp (BTU) Q1 2026 Earnings Call Transcript
Peabody Energy reported record safety and environmental performance in Q4 2025 and launched longwall mining at its Centurion mine ahead of schedule. The mine is slated to ship 3.5 million tons of premium hard‑coking coal in 2026, rising to 4.7 million tons...
United Fire Group Inc (UFCS) Q1 2026 Earnings Call Transcript
United Fire Group reported record 2025 results, posting $67 million underwriting profit, $98 million investment income, and $1.3 billion net written premium, while the combined ratio fell to 94.8%. Return on equity climbed to 13.7%, the highest in two decades, and the board...
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...
Neurocrine Biosciences Inc (NBIX) Q1 2026 Earnings Call Transcript
Neurocrine Biosciences reported Q1 2026 results with total product sales exceeding $2.8 billion, a 22% year‑over‑year increase driven by strong performance of INGREZZA and the first‑year launch of CRENESSITY. INGREZZA generated over $2.5 billion, up 9%, while CRENESSITY posted more than $300 million, covering...