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.
Applied Materials Posts Record Q2 FY2026 Revenue, Forecasts >30% Equipment Growth Amid AI Surge
Applied Materials announced record quarterly revenue and a 54.8% gross margin for its Semiconductor Systems segment, driven by soaring AI-related semiconductor demand. The company said its equipment business will grow more than 30% this calendar year and highlighted eight‑quarter customer forecasts that improve supply‑chain visibility.
AMD Shares Surge to Record High After Q1 Earnings Beat
Advanced Micro Devices (AMD) closed May 22 at $467.51, an all‑time high, after reporting Q1 revenue that topped forecasts and a 57% jump in data‑center sales. Analysts lifted price targets, citing record server‑CPU revenue and a $10 billion Taiwan investment that underpins...
Citi Raises Boeing Target to $260, Citing Defense Surge After Q1 Earnings
Citi lifted its Boeing price target to $260, up from $256, after the company posted a 21% jump in first‑quarter defense revenue to $7.6 billion and a record $86 billion defense backlog. The analyst team argues the defense sell‑off has over‑corrected, creating...
Citi Raises Micron Target to $840, Nearly Doubling After 6% Drop
Citi analyst Atif Malik lifted Micron Technology's price target to $840 from $425, a 97.6% increase, following a 5.95% slide in the stock on May 18. The upgrade rests on a 40% Q2 DRAM price rise, Samsung’s 100% Q1 hike,...
Cencora Lifts FY26 Earnings Outlook and Adds up to $2 Bn to Share Buyback
Cencora Inc. raised the lower end of its fiscal 2026 adjusted earnings per share forecast to $17.70 and approved an extra $2 billion share repurchase program. The moves, announced after the company’s earnings call, pushed the stock 1.3% higher in after‑hours...
BJ's Wholesale Club Q1 Net Income Falls to $142.7M, Shares Slide 8%
BJ's Wholesale Club posted first‑quarter net income of $142.73 million, a decline from $149.77 million a year ago, prompting an 8% drop in its shares to $86.09. The miss sparked analyst scrutiny and raised questions about the retailer’s growth trajectory.
Ross Stores Shares Surge 8% on Record Sales and Raised Full-Year Outlook
Ross Stores (ROST) saw its shares climb roughly 8% after reporting $6 billion in first‑quarter sales, a 21% jump, and a 37% rise in earnings per share to $2.02. The company lifted its full‑year EPS forecast to $7.50‑$7.74 and highlighted robust...
Global Ship Lease Q1 2026 Earnings Call Shows Revenue Rise, Earnings Dip
Global Ship Lease (GSL) released its Q1 2026 earnings call transcript, revealing revenue grew 3.7% to $198.07 million while net income fell to $91.44 million. Management highlighted a $2.1 billion forward charter book, $655 million cash balance and a debt reduction path below $600 million...
Lionsgate Studios Shares Surge 16% on Record Adjusted OIBDA and Earnings Beat
Lionsgate Studios reported fiscal Q4 2026 results that topped forecasts, with revenue of $906.5 million, adjusted OIBDA of $165 million and non‑GAAP net income of $112 million. The beat sparked a 15.8% intraday rally, underscoring the impact of its library monetization and blockbuster...
Nio Projects 11,000‑11,500 Q2 Deliveries, Cites 52%‑60% YoY Growth in Earnings Call
In its Q1 2026 earnings call, Nio said it expects to deliver 11,000‑11,500 vehicles in Q2, a 52.7%‑59.6% year‑over‑year increase. The automaker posted a 19% gross margin, 18.8% vehicle margin and cash reserves of RMB 48.2 billion, underscoring strong profitability and a...
Ralph Lauren Posts $8B+ Full-Year Revenue, Guides Mid‑Single‑Digit Growth for FY27
Ralph Lauren’s Q4 2026 earnings call revealed full‑year revenue topping $8 billion and operating‑margin improvement, driven by a diversified growth model. The company forecast mid‑single‑digit revenue growth for fiscal 2027 and reinstated its dividend, underscoring confidence despite European and tariff risks.
Intuit Beats Q3 2026 EPS Forecast, Projects TurboTax Live to Surpass Half of Revenue
Intuit reported third‑quarter 2026 earnings of $12.80 per share, beating analysts' $12.57 estimate. The company highlighted 8% consumer‑platform growth, a 15% rise in credit‑card usage, and a plan for TurboTax Live to account for more than half of TurboTax revenue,...
CAE Inc. (CAE:CA) Q4 2026 Earnings Call Transcript
CAE Inc. reported fourth‑quarter 2026 earnings of $0.42 per share on $1.33 billion of revenue, a 4.02% year‑over‑year increase. The revenue figure topped analyst forecasts by $39.32 million, while earnings matched expectations. Management used the call to reaffirm its FY2027 guidance and...
Walmart Beats FY27 Q1 Forecast as E‑Commerce, Membership Drive Offsets Fuel Costs
Walmart reported fiscal‑2027 first‑quarter revenue of $177.8 billion, up 7.3% year‑over‑year, and adjusted earnings of $0.66 per share, topping analyst forecasts. The beat was powered by 26% growth in global e‑commerce, a near‑50% surge in U.S. Marketplace sales and a record...
TMTB: TTWO WDAY Recaps
Take‑Two Interactive (TTWO) posted a strong fourth‑quarter, with net bookings of $1.58 billion—essentially flat year‑over‑year—and GAAP revenue of $1.68 billion, up 6%, both topping Street forecasts. Non‑GAAP EPS came in at $0.80, well above the $0.56‑$0.58 consensus, and adjusted EBITDA reached $240 million....
Walmart Warns Profit Pressure as Fuel Costs Rise, Shares Slide 2% on Weak Guidance
Walmart reported $177.8 billion in revenue and a 4.1% rise in U.S. comparable sales, but warned that soaring gasoline prices will squeeze margins and projected second‑quarter EPS of $0.72‑$0.74, below analysts' $0.75 expectation. The outlook sparked a 2% pre‑market sell‑off, highlighting...
Cencora Lifts FY26 Earnings Outlook and Adds up to $2 Billion to Share Buyback
Cencora Inc. raised the lower end of its fiscal 2026 adjusted earnings per share outlook to $17.70 and approved an extra $2 billion share repurchase program. The moves, driven by opportunistic buybacks, lifted the stock 1.3% in after‑hours trading.
Walmart Q1 2027 Earnings Show 50% Marketplace Surge and AI‑Driven Growth
Walmart reported its Q1 2027 earnings on May 21, 2026, highlighting a near‑50% rise in U.S. Marketplace sales, a 100% jump in weekly active users of its AI shopping agent Sparky, and the deployment of about 7,200 price rollbacks. The...
Imperial Petroleum Inc (IMPP) Q1 2026 Earnings Call Transcript
Imperial Petroleum reported a second‑best quarter, with revenue jumping 92% year‑over‑year to $61.7 million and net income soaring to $28 million, delivering a 45% profit margin. The company’s fleet expanded to 21 vessels, achieving 88.7% overall utilization and generating $387 million of operating...
Ubisoft Unveils New Assassin's Creed, Far Cry and Ghost Recon Games in FY2028‑29 Earnings Call
Ubisoft used its FY2025‑26 earnings release to confirm three major franchise titles—Assassin's Creed, Far Cry and Ghost Recon—scheduled for launch no later than March 2029. The announcements aim to reassure investors as the publisher navigates a restructuring and a projected...
Q1 2026 Earnings Conference Call Recaps: Toll Brothers (TOL)
Luxury homebuilder Toll Brothers reported Q2 2026 earnings that topped analysts' revenue and EPS forecasts despite a challenging housing market. Affluent buyers remained resilient, with 23% paying cash and average mortgage LTVs at 69%, while the company sold $3 million homes...
Q1 2026 Earnings Conference Call Recaps: NVIDIA (NVDA)
Nvidia reported record Q1 2026 earnings, posting $81.6 billion in revenue, an 85% year‑over‑year increase and a $13.5 billion sequential jump. Data‑center sales surged to $75 billion, up 92% YoY, driven by the rapid adoption of its Blackwell GPU, the fastest product ramp...
Endava Q3 Earnings Call Highlights
Endava reported Q3 fiscal 2026 revenue of £178.5 million (about $227 million), an 8.4% decline year‑over‑year, and cut its full‑year outlook amid delayed client decisions, Middle‑East disruption, and slower pipeline conversion. Adjusted profit before tax fell to £3.2 million (~$4 million) with an EPS...
Norse Atlantic Airways Q1 Loss Swells to $24M as Revenue Rises 28%, Shares Slip 4.6%
Norse Atlantic Airways reported a first‑quarter net loss of $24.03 million, widening from $14.9 million a year earlier, while revenue climbed 28% to $160.32 million. The earnings miss drove the Oslo‑listed shares down 4.61% to about 1.81 NOK (≈$0.20). The airline said it will...
NVIDIA Q1 FY2027 Earnings Beat Forecasts, Shares Climb 1.4% After Hours
NVIDIA reported first‑quarter FY2027 earnings of $1.87 per share on $82 billion of revenue, beating analyst forecasts of $1.77 EPS and $79.19 billion revenue. The results sent the shares up 1.37% in after‑hours trading, reinforcing confidence in the company’s AI‑centric growth strategy.
Copart Inc (CPRT) Q3 2026 Earnings Call Transcript
Copart reported Q3 2026 consolidated revenue of $1.12 billion, a 3.6% decline year‑over‑year, though revenue rose 1.3% when catastrophic units are excluded. U.S. insurance volume fell 10.7% while average selling prices climbed 6% (9% excluding CAT), outpacing peers. The company leveraged...
NIO Inc (NIO) Q1 2026 Earnings Call Transcript
NIO reported Q1 2025 results showing a modest 4.1% year‑over‑year increase in deliveries to 42,094 vehicles, while revenue rose 21.5% YoY to RMB 12 billion but fell 38.9% quarter‑over‑quarter. Vehicle margin improved to 10.2% YoY, yet overall gross margin slipped from the...
Webstep Shares Drop as Q1 Profit Falls 31% Amid FY26 Uncertainty
Webstep ASA saw its shares tumble after reporting a first‑quarter net profit of NOK11.24 million, a 31% drop from a year earlier, and an 11.3% revenue decline. The Norwegian consultancy warned that pricing pressure and cautious client behavior will linger through...
Agilysys Shares Surge 12% on Record $82.9M Quarter and AI‑Driven Software Demand
Agilysys (AGYS) saw its shares climb more than 12% after reporting a record $82.9 million Q4 revenue, an 11.7% year‑over‑year rise, and unveiling two AI‑native hospitality modules. The results underscore accelerating SaaS adoption and AI’s role in hotel operations, while management...
Upstart Applies for National Bank Charter to Cut Funding Costs After Weak Earnings
Upstart Holdings filed for a U.S. national bank charter days after reporting a disappointing quarter, hoping to tap cheap deposit funding and shift from a loan‑origination platform to a full‑stack lender. The move follows a $1.25 billion loan‑purchase agreement with Fortress...
TJX Companies Schedules Q1 2027 Earnings Call Amid Rising Yields and Market Volatility
The TJX Companies announced a live webcast of its Q1 2027 earnings at 11:00 a.m. ET on May 20, 2026. The call comes as equity markets grapple with climbing Treasury yields, elevated oil prices and geopolitical tension, factors that could shape retail performance...
Analog Devices Schedules Q2 2026 Earnings Call for May 20, 2026
Analog Devices (ADI) announced a Q2 2026 earnings conference call at 10:00 AM ET on May 20, before the market opens. The call will cover the company's second‑quarter results and outlook, a focal point for investors tracking the semiconductor industry’s performance amid...
Nordson Corp (NDSN) Q2 2026 Earnings Call Transcript
Nordson Corp reported record first‑quarter sales of $669 million, a 9% year‑over‑year increase, driven by 7% organic growth and a favorable currency effect. Advanced Technology Solutions (ATS) led segment growth with a 23% sales jump, reflecting strong semiconductor demand, while Industrial...
VF Corp (VFC) Q4 2026 Earnings Call Transcript
VF Corporation reported fiscal Q3 revenue of $2.8 billion, a 2 percent increase on a constant‑dollar basis, driven by strong performances at The North Face, Timberland and Altra. Adjusted gross margin rose to 54.5 percent and operating margin improved to 12.1 percent, while DTC sales...
Intuit Inc (INTU) Q3 2026 Earnings Call Transcript
Intuit reported Q3 FY26 revenue of $8.6 billion, up 10% year‑over‑year, and GAAP operating income of $4 billion, surpassing its own guidance. The company raised full‑year revenue and earnings forecasts, driven by strong growth in TurboTax Live, Credit Karma, and QuickBooks Online....
Lowe's Companies Inc (LOW) Q1 2027 Earnings Call Transcript
Lowe's reported first‑quarter revenue of $20.9 billion, with comparable sales down 1.7% but meeting internal forecasts. Gross margin improved to 33.4% of sales, up 19 basis points, while operating margin held at 11.9% and free cash flow reached $2.9 billion. The company...
Vivakor Inc (VIVK) Q1 2026 Earnings Call Transcript
Vivakor Inc., now operating as Enviri Corporation, secured shareholder approval for the Clean Earth sale and completed the SEC filing for the spin‑off, targeting a June 1 closing. The company reported flat Q1 revenue of $550 million, with Harsco Environmental growing 6%...
Star Bulk Carriers Corp (SBLK) Q1 2026 Earnings Call Transcript
Star Bulk Carriers reported Q1 2026 adjusted EBITDA of $126.4 million and net income of $65.2 million, underscoring robust cash generation in a moderate rate environment. The company repurchased 1.2 million shares for $37.9 million and declared a $0.37 per‑share dividend, while launching a...
Doximity Shares Tumble 24% as BofA Cuts Price Target to $38 Amid Earnings‑driven Downgrade Wave
Doximity (DOCS) stock slid roughly 24% on May 14 after BofA Securities slashed its price target to $38 from $47, citing limited growth visibility and heightened execution risk. The downgrade was part of a broader sell‑side reset following the company's...
Nvidia Set to Unveil Q1 FY2027 Results Amid AI Rally and Geopolitical Uncertainty
Nvidia, the $5.46 trillion chipmaker, will report its fiscal Q1 2027 earnings on May 20, drawing intense analyst focus. The company is the only Mag 7 stock rising in pre‑market trade (+0.8%) as investors weigh AI‑driven growth against rising bond yields and Middle...
Home Depot Q1 Earnings Miss as Profit Falls to $3.29 B, Revenue Climbs 4.8% to $41.77 B
Home Depot posted first‑quarter earnings of $3.289 billion, or $3.30 per share, down from $3.433 billion and $3.45 per share a year earlier. Revenue grew 4.8% to $41.765 billion, but the profit shortfall sparked concerns over margin pressure and future guidance.
Bayer Q1 2026 Earnings Beat EPS, Revenue Miss Triggers Share Surge
Bayer AG released its Q1 2026 earnings slide deck on May 17, showing a non‑GAAP EPS of €2.71 (≈$2.96) that topped analyst expectations, but revenue of $15.74 billion missed the consensus by $180.6 million. The mixed results lifted the stock, reaffirmed the...
CAVA Group Inc (CAVA) Q1 2026 Earnings Call Transcript
CAVA Group reported a 32.2% year‑over‑year revenue surge to $434.4 million in Q1 2026, propelled by 9.7% same‑restaurant sales growth and a 6.8% traffic increase. The chain added 20 net new restaurants, bringing its footprint to 459 locations, while average unit volume...
Eltek Ltd (ELTK) Q1 2026 Earnings Call Transcript
Eltek Ltd reported FY 2025 revenue of $51.8 million, an 11% increase driven by strong product demand and an accelerated investment program. However, gross margin contracted to 15% and net profit fell to $0.8 million as U.S. dollar depreciation and operational inefficiencies...
MakeMyTrip Ltd (MMYT) Q4 2026 Earnings Call Transcript
MakeMyTrip reported Q4 FY2026 adjusted operating profit of $50.7 million, crossing the $50 million threshold for the first time, and adjusted net profit of $51.4 million with EPS up 33% year‑over‑year. Domestic air market share rose to just over 31% while air ticketing...
Keysight Technologies Inc (KEYS) Q2 2026 Earnings Call Transcript
Keysight Technologies reported record Q2 2026 results, with total orders climbing 56% to $2.05 billion and revenue increasing 31% to $1.72 billion. Earnings per share surged 69% to $2.87, and free cash flow hit a new high of $472 million. The AI‑related test business...
Home Depot Inc (HD) Q1 2027 Earnings Call Transcript
Home Depot reported first‑quarter 2023 sales of $37.3 billion, a 4.2% decline year‑over‑year, driven primarily by a 64% drop in lumber prices and adverse weather in the West. Comparable sales fell 4.5% overall, with both DIY and professional customers posting negative...
Driven Brands Holdings Inc (DRVN) Q4 2025 Earnings Call Transcript
Driven Brands Holdings reported its FY 2025 results and a comprehensive restatement of 2023‑2025 financials, reducing revenue by $21 million and adjusted EBITDA by $77 million across the three years. The company delivered 6.3% revenue growth to $1.9 billion, a 1.3% rise in adjusted...
Auna SA (AUNA) Q1 2026 Earnings Call Transcript
Auna SA reported record Q1 2026 results, producing 82,100 gold‑equivalent ounces and generating $383 million in revenue. Adjusted EBITDA surged to $244 million, three times last year’s level, while free cash flow rose 109% to $95 million. The company paid $65 million in dividends,...
Fiserv Q1 2026 EPS Beats Forecast as Stock Slides 10% Post‑Call
Fiserv reported first‑quarter 2026 earnings of $1.79 per share and $5.03 billion in revenue, surpassing analyst forecasts. Despite the beat, the stock tumbled more than 10% in pre‑market trading and remained volatile, reflecting concerns over organic revenue decline and future growth.