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.
Cytokinetics Inc (CYTK) Q1 2026 Earnings Call Transcript
Cytokinetics reported a strong commercial debut for MYCorzo, generating $4.8 million in product revenue within the first nine weeks and securing an $11.9 million Bayer milestone payment. The drug saw rapid adoption, with over 425 prescribers and 70% of dispensed...
Neuronetics Inc (STIM) Q1 2026 Earnings Call Transcript
Neuronetics reported Q1 2026 results highlighting an 86% revenue surge to $41.8 million, driven largely by the integration of Greenbrook clinic operations. The company posted a net loss of $7.2 million, but achieved positive operating cash flow in the fourth...
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...
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...
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...
Ball Corp (BALL) Q1 2026 Earnings Call Transcript
Ball Corporation reported global volume growth above its 2‑3% target, with North America, EMEA and South America each near the top of their outlook ranges. The Millersburg, Oregon facility is slated for second‑half 2026 startup, expected to unlock roughly $1.5 billion...
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%,...
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...
Haverty Furniture Companies Inc (HVT) Q1 2026 Earnings Call Transcript
Haverty Furniture reported Q4 net sales of $201.9 million, a 9.5% year‑over‑year increase, and comparable store sales rose 8.2%. Gross margin slipped to 60.4% after a $3.9 million LIFO charge, while adjusted margin reached 62.4%. Net income climbed to $8.5 million, or $0.51...
Harley-Davidson Inc (HOG) Q1 2026 Earnings Call Transcript
Harley‑Davidson reported a solid start to 2024, with North American retail sales rising 6% while global revenue slipped 3%. The company launched revamped Street Glide and Road Glide touring models and expanded its CVO lineup, generating strong dealer and consumer...
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...
Skyworks Solutions Inc (SWKS) Q2 2026 Earnings Call Transcript
Skyworks Solutions reported Q2 2026 revenue of $944 million and EPS of $1.15, both beating the top of guidance. Mobile accounted for 58% of sales while broad markets grew 10% YoY, driven by Wi‑Fi, data‑center and automotive segments. The company...
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...
Oaktree Specialty Lending Corp (OCSL) Q2 2026 Earnings Call Transcript
Oaktree Specialty Lending Corp reported adjusted net investment income of $36.1 million, up modestly quarter‑over‑quarter, while fully covering its $0.40 per share dividend. New funded investments surged 42% to $314 million, expanding the portfolio to $2.95 billion with 85% in first‑lien senior secured...
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...
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...
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%...
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...
DHT Holdings Inc (DHT) Q1 2026 Earnings Call Transcript
DHT Holdings reported a cash balance of $58.7 million and total liquidity of $235 million at the end of Q1 2022, with EBITDA of $14.4 million but a net loss of $17.3 million after a $7.5 million non‑cash gain. The company maintained tight cost control, operating...
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...
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...
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...
Supernus Pharmaceuticals Inc (SUPN) Q1 2026 Earnings Call Transcript
Supernus Pharmaceuticals announced FDA approval of Qelbree, a non‑controlled ADHD medication for children aged 6‑17, with a U.S. launch planned for the second quarter of 2021. The company reported first‑quarter revenue of $130.9 million, a 38% year‑over‑year increase, driven by growth...
LCI Industries (LCII) Q1 2026 Earnings Call Transcript
LCI Industries reported Q1 2026 revenue of $1.1 billion, up 4% year‑over‑year, and adjusted EBITDA of $125 million, a 13% increase, lifting the EBITDA margin to 11.5%. Operating margin rose to 8.7% driven by plant consolidations, higher content per unit, and aftermarket...
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...
WEC Energy Group Inc (WEC) Q1 2026 Earnings Call Transcript
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, topping its guidance and reflecting an 8% increase over 2024 after excluding a $0.46 per‑share settlement charge in Illinois. The company raised its five‑year capital plan to $37.5 billion, driven...
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...
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...
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...
Lindblad Expeditions Holdings Inc (LIND) Q1 2026 Earnings Call Transcript
Lindblad Expeditions reported first‑quarter 2024 revenue of $154 million, a 7% year‑over‑year increase, driven by a 20% rise in bookings and strong demand for experiential travel. The company highlighted a 35% jump in 2024 bookings after extending its partnership with National...
Palantir Beats Forecasts With $1.63 Billion Quarter as Sales Accelerate
Palantir Technologies reported a record $1.63 billion in revenue for the first quarter, an 85% year‑over‑year increase that topped analyst forecasts. The surge was driven by expanding U.S. military contracts and rapid adoption of its data‑analytics platform by large corporations. Executives...
Bloom Energy Q1 Earnings Drive 1,400% Stock Surge on $751M Revenue Beat
Bloom Energy reported first‑quarter 2026 revenue of $751 million and adjusted earnings per share of $0.44, crushing analyst expectations. The results propelled the stock into a breakout, adding roughly 1,400% to its year‑to‑date gain and prompting a new revenue target of...
Axsome Therapeutics, Inc. (AXSM) Q1 2026 Earnings Call Transcript
Axsome Therapeutics held its first‑quarter 2026 earnings conference call on May 4, 2026. CEO Herriot Tabuteau, CFO Nick Pizzie and CCO Ari Maizel presented the company’s financial results, commercial strategy and pipeline milestones. The discussion featured forward‑looking statements about upcoming Phase 3 data and reaffirmed...
Lemonade Shares Drop 15% After Q1 2026 Earnings Miss Expectations
Lemonade Inc. saw its shares close about 15% lower after reporting Q1 2026 earnings that featured a 71% revenue surge yet a net loss of roughly $36 million. The mixed results underscore the tension between rapid top‑line growth and the need...
Ford Expects $1.3B Tariff Refund, but Supply Chain Pressure Remains
Ford Motor Co. said it will receive roughly $1.3 billion in tariff refunds for levies paid between February 2025 and March 2026, with about $700 million earmarked for its Ford Blue division and $500 million for Ford Pro. The automaker still expects a $1 billion full‑year hit from...
Tesla Signals Fresh Push on Robotaxi Service and Optimus Humanoid Amid Capital Spend Surge
Tesla announced a substantial increase in capital expenditures and a new Intel 14A chip partnership, underscoring renewed confidence in its robotaxi service and Optimus humanoid robot. The moves come as analysts remain divided on the stock’s valuation but acknowledge the...
‘Energy Security’ Drives Schneider Electric Growth: CEO
Schneider Electric posted a record $11.4 billion in first‑quarter 2026 revenue, up 11.2% organically, driven by a surge in data‑center demand and AI‑related projects. The energy‑management segment grew 12.8% year‑over‑year, with North America leading at 15.9% growth, thanks to high‑density server...
Meritage Flags Austin, Florida, Charlotte as Tough Markets
Homebuilder Meritage Homes: 'Austin, parts of Florida and Charlotte continue to be tougher selling environments' 6 main takeaways from the latest earnings by Meritage Homes—a giant homebuilder ranked No. 554 on the Fortune 1000 (ResiClub PRO report): https://t.co/Ig44Hbdkfk
Vicor Q1 2026 Revenue Jumps 20% as New Fab Strategy Fuels Growth
Vicor Corp reported first‑quarter 2026 revenue of $113 million, up 20.2% year‑over‑year, and announced a shift toward acquiring existing fab facilities and adding a second 3DI interconnect line. The moves aim to ease capacity constraints while expanding the company’s defense and...
Robinhood Q1 Shows 47% Crypto Revenue Drop, CFO Charts Profit Path
Robinhood posted first‑quarter revenue of $1.07 billion, with cryptocurrency revenue plunging 47% to $134 million. CFO Shiv Verma said the firm remains crypto‑bullish but is trimming costs and expanding other lines to keep earnings growth alive.
Amazon's Record Q1 Beats Forecasts, AWS Drives Analyst Target Hikes
Amazon reported a $181.5 billion first‑quarter revenue, a 17% YoY rise, and AWS revenue surged 28% to $37.6 billion, its fastest growth in 15 quarters. The results triggered five Wall Street firms, led by JPMorgan, to raise price targets, with the highest...
Santander Brazil Beats Earnings Forecast but Misses Revenue in Q1 2026
Banco Santander (Brasil) reported first‑quarter 2026 net income that edged past analyst expectations, while revenue of $4.24 billion fell short by $31.16 million. The mixed results underscore strong net interest income growth but a 5.5% decline in fee income.
U.S. Stocks Hit Record Highs as Earnings Surge, Jobs Data Loom, Oil Prices Spike
U.S. equities closed the week at record levels, buoyed by a robust earnings season and expectations for strong April payroll numbers, even as Brent crude surged past $120 a barrel. The S&P 500 posted a 10% monthly gain and the...
AstraZeneca Posts 8% Revenue Rise in Q1 2026, Highlights Oncology Gains and Pipeline Progress
AstraZeneca announced an 8% jump in first‑quarter 2026 revenue, a 12% lift in operating profit and a core EPS of $2.58. Management credited new‑medicine demand, a 26% surge in alliance revenue, and robust oncology sales, while reaffirming full‑year guidance for...
Medifast Inc (MED) Q1 2026 Earnings Call Transcript
Medifast reported Q1 2026 revenue of $76 million, a 34.3% year‑over‑year decline driven by a 44.9% drop in active earning coaches. Despite the shrinkage, average revenue per coach rose 19.2% YoY, the strongest increase in five years, and SG&A expenses fell...
Transocean Ltd (RIG) Q1 2026 Earnings Call Transcript
Transocean reported $906 million in contract drilling revenue for Q1, delivering adjusted EBITDA of $244 million (27% margin) while posting a $79 million net loss and negative free cash flow of $34 million. Total liquidity stood at roughly $1.3 billion, backed by a $7.9 billion backlog...