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.
Jones Lang LaSalle Inc (JLL) Q1 2026 Earnings Call Transcript
Jones Lang LaSalle (JLL) posted an 11% revenue increase to a record level and a 22% jump in adjusted EBITDA to $1.45 billion for 2025, driven by strong leasing, capital‑markets and data‑center work. Free cash flow hit an all‑time high, net leverage fell to 0.2×, and the company repurchased $212 million of stock. Management set 2026 adjusted EBITDA guidance of $1.575‑$1.675 billion, implying roughly 12% growth. JLL highlighted AI‑enabled productivity and proprietary data as core competitive differentiators.
Southern Co (SO) Q1 2026 Earnings Call Transcript
Southern Company raised its five‑year base capital plan by $13 billion to $76 billion, driven by $12 billion of state‑regulated generation projects and an $800 million wind‑repowering program. A settlement in Georgia extended the 2022 alternate rate plan, eliminating a 2025 base‑rate case and...
Emergent BioSolutions Inc (EBS) Q1 2026 Earnings Call Transcript
Emergent BioSolutions reported Q1 2024 revenue of $300 million, an 83 % year‑over‑year increase driven by strong NARCAN and medical‑countermeasure sales. Adjusted EBITDA turned positive to $67 million and adjusted net income to $31 million, reversing last year’s losses. The company secured a new...
Sandisk Corp (SNDK) Q3 2026 Earnings Call Transcript
SanDisk Corp reported Q3 2026 revenue of $3.025 billion, a 31% sequential and 61% year‑over‑year increase that beat its $2.55‑$2.65 billion guidance. Non‑GAAP gross margin surged to 51.1% and operating margin to 37.5% as pricing strength and a $35 million non‑recurring expense benefit...
Blue Owl Capital Inc (OWL) Q1 2026 Earnings Call Transcript
Blue Owl Capital reported adjusted net investment income of $0.36 per share, a 9.5% return on equity, while NAV slipped to $14.89 per share after modest write‑downs. The firm announced a merger with OBDC II that will lift total portfolio assets...
ProPetro Holding Corp (PUMP) Q1 2026 Earnings Call Transcript
ProPetro reported Q1 2026 revenue of $290 million, a modest 1% sequential decline, while net income turned positive at $1 million versus a loss in the prior quarter. Adjusted EBITDA surged 45% to $51 million, representing 18% of revenue, driven by strong completions...
Healthcare Realty Trust Inc (HR) Q1 2026 Earnings Call Transcript
Healthcare Realty Trust reported normalized FFO of $1.61 per share and same‑store NOI growth of 4.8% for 2025, both exceeding guidance. The REIT executed 5.8 million square feet of leasing, improved tenant retention to 82%, and raised cash leasing spreads. Asset...
NNN REIT Inc (NNN) Q1 2026 Earnings Call Transcript
NNN REIT reported a record $900 million in acquisitions for 2025, the highest in its history, while delivering 2.7% growth in AFFO per share to $3.44. Occupancy improved to 98.3% and the quarterly dividend rose 3.4% to $0.60, yielding 5.5%...
Monolithic Power Systems Inc (MPWR) Q1 2026 Earnings Call Transcript
Monolithic Power Systems reported record full‑year revenue of $2.8 billion, a 26.4% increase year‑over‑year, and quarterly revenue of $751.2 million, up 20.8% YoY. Management lifted its enterprise data growth outlook, setting a 50% floor for 2025, while the automotive segment surged 43%...
Kirby Corp (KEX) Q1 2026 Earnings Call Transcript
Kirby Corp reported record 2025 earnings, generating $406 million of free cash flow and returning over $100 million to shareholders through share repurchases. The company reduced debt by $130 million, lowering its debt‑to‑capital ratio to 21.4% and ending the year with $542 million of...
Syndax Pharmaceuticals Inc (SNDX) Q1 2026 Earnings Call Transcript
Syndax Pharmaceuticals reported $172 million total revenue for 2025, driven by $124.8 million from its menin inhibitor RevuForge and $151.6 million from the chronic‑GVHD therapy Nictimvo. RevuForge posted 38% quarter‑over‑quarter revenue growth and reached roughly 50% penetration of the KMT2A AML population, while...
Rimini Street Inc (RMNI) Q1 2026 Earnings Call Transcript
Rimini Street reported Q3 2025 revenue of $103.4 million, a 1.2% YoY decline, while core (non‑PeopleSoft) revenue grew 2.5%. The company settled its Oracle litigation, committing to wind down PeopleSoft support by July 2028, which reduced gross margin to 59.9%. Billings and...
Matthews International Corp (MATW) Q2 2026 Earnings Call Transcript
Matthews International reported a transformed balance sheet in Q1 FY2026, achieving a leverage ratio below 3x after divesting its warehouse automation business for $225 million and selling Saueressig for $41 million. Net debt fell to $506 million, and pension liabilities were slashed to...
Caterpillar Inc (CAT) Q1 2026 Earnings Call Transcript
Caterpillar reported a 5% drop in quarterly sales to $16.2 billion, driven by lower volume and weaker price realization, while its adjusted operating margin slipped to 18.3%. The company posted adjusted earnings of $5.14 per share and generated $3 billion of ME&T...
USA TODAY Co Inc (TDAY) Q1 2026 Earnings Call Transcript
USA TODAY Co. posted Q1 2026 revenue of $585 million, down 5.8% year‑over‑year, while digital revenues rose to a record 47% of total. Adjusted EBITDA jumped 16.6% to $91.1 million, lifting margin to 15.6%, and free cash flow increased to $31.5 million, marking...
CRH PLC (CRH) Q1 2026 Earnings Call Transcript
CRH plc reported a resilient first‑half 2020 performance despite a 3% drop in like‑for‑like sales. EBITDA reached $1.6 billion, a 2% increase year‑over‑year, while operating cash flow hit a record $1 billion. The group trimmed fixed costs and capital expenditures by $200 million...
Parker-Hannifin Corp (PH) Q3 2026 Earnings Call Transcript
Parker‑Hanifin reported record third‑quarter 2026 sales of $5.5 billion, driven by 6.5% organic growth, favorable currency effects and recent acquisitions. Adjusted earnings per share rose 18% to $8.17, while adjusted segment operating margin expanded to 26.7% and backlog reached a record...
ATI Inc (ATI) Q1 2026 Earnings Call Transcript
Aluminum Corp. (ATI) posted its strongest full‑year revenue since 2012, reaching $4.6 billion and delivering a 5% year‑over‑year increase driven by aerospace and defense demand. Adjusted EBITDA rose 18% to $859 million, with a 19.7% margin—up 180 basis points—highlighting successful margin expansion....
Offerpad Solutions Inc (OPAD) Q1 2026 Earnings Call Transcript
Offerpad Solutions posted Q1 2026 revenue of $80 million from 263 transactions, staying within its $70‑95 million guidance. Gross margin improved to 6.9 percent, and operating expenses fell to $12.2 million, down from $16.7 million a year earlier. Adjusted EBITDA loss narrowed to $6.7 million, reflecting...
Pro-Dex Inc (PDEX) Q3 2026 Earnings Call Transcript
Becton Dickinson reported Q3 fiscal 2025 revenue of $5.5 billion, up 8.5% year‑over‑year and 3% organically, while adjusted gross margin rose to 54.8% and adjusted EPS reached $3.68, beating expectations. The company announced a definitive agreement to divest its Biosciences and...
Cable One Inc (CABO) Q1 2026 Earnings Call Transcript
Cable One reported Q1 2026 revenue of $363.7 million, a 6.1% year‑over‑year decline, driven by weaker residential and business data sales. Adjusted EBITDA fell 8.1% to $193.9 million, with margins contracting 120 basis points. The company reduced net debt by...
Ardelyx Inc (ARDX) Q1 2026 Earnings Call Transcript
Ardelyx reported total Q3 2025 revenue of $110.3 million, a 12% increase year‑over‑year, driven primarily by a 92% surge in IBSRELA sales to $78.2 million. XPHOZAH contributed $27.4 million, marking a 9% sequential rise, and the company raised its full‑year IBSRELA revenue guidance...
Intercontinental Exchange Inc (ICE) Q1 2026 Earnings Call Transcript
Intercontinental Exchange reported a record 2025 with adjusted EPS of $6.95, a 14% increase, and net revenues of $9.9 billion, up 6%. The company exceeded Black Knight acquisition synergies, delivering $230 million annually and raising the 2028 target to $275 million. Volume metrics...
Amgen Inc (AMGN) Q1 2026 Earnings Call Transcript
Amgen reported first‑quarter 2026 sales of $5.6 billion, a 4% year‑over‑year increase, driven by six high‑growth products that contributed 70% of total revenue. Repatha, Evenity, Test Buyer, TEPEZZA and the rare‑disease portfolio posted double‑digit growth, while legacy brands Prolia and XGEVA...
Aptargroup Inc (ATR) Q1 2026 Earnings Call Transcript
AptarGroup reported Q2 2026 adjusted earnings per share of $1.66, an 18% year‑over‑year increase, driven by growth across pharma, closures and beauty segments. Core sales rose 3% while reported sales grew 6% aided by a 3% foreign‑currency tailwind. The company...
Mohawk Industries Inc (MHK) Q1 2026 Earnings Call Transcript
Mohawk Industries reported Q1 2026 net sales of $2.7 billion, up 2.4% on a reported basis but down 3.3% in constant currency, reflecting mixed global demand. Adjusted earnings per share rose 3% to $2.00, driven by productivity gains, restructuring savings and...
Exponent Inc (EXPO) Q1 2026 Earnings Call Transcript
Exponent Inc. posted a strong first‑quarter 2026, with total revenues climbing 14% to $166.3 million and EBITDA rising 15% to $43.1 million, lifting the margin to 28.4% of net revenues. Billable hours increased 6% and utilization improved to 76%, reflecting higher demand...
MoneyHero Ltd (MNY) Q4 2025 Earnings Call Transcript
Monday.com posted Q4 2025 revenue of $334 million, a 25% year‑over‑year increase, and full‑year revenue of $1.23 billion, up 27%. The company highlighted a shift toward larger enterprise customers, with those generating over $50 million in ARR now representing 41% of total ARR...
DTE Energy Co (DTE) Q1 2026 Earnings Call Transcript
DTE Energy announced a leadership change, with President Joi Harris becoming CEO on September 8 and Chairman Jerry Norcia moving to Executive Chairman. The company reaffirmed its 2025 operating EPS guidance of $7.09‑$7.23 and a $4.36 annualized dividend, targeting the high...
Bio Rad Laboratories Inc (BIO) Q1 2026 Earnings Call Transcript
Bio-Rad Laboratories reported Q1 2026 net sales of $693 million, a 3.9% year‑over‑year increase on a reported basis, driven primarily by Clinical Diagnostics. Life Science sales fell 2.6% as academic and biotech funding tightened, while GAAP gross margin slipped to...
Tenet Healthcare Corp (THC) Q1 2026 Earnings Call Transcript
Tenet Healthcare reported Q1 2026 net operating revenues of $5.4 billion and adjusted EBITDA of $1.16 billion, delivering a 21.6% margin. USPI generated $484 million in adjusted EBITDA, up 6% year‑over‑year, while the Hospital segment contributed $678 million with a 16.7% margin. Free cash...
CCC Intelligent Solutions Holdings Inc (CCC) Q1 2026 Earnings Call Transcript
CCC Intelligent Solutions posted a stronger Q1 2026 with adjusted gross margin climbing to 19.7% and community count rising 4% to 316. Home deliveries totaled 2,013, but full‑year delivery guidance was trimmed to 9,500‑10,500 homes amid geopolitical and rate pressures....
First Internet Bancorp (INBK) Q1 2026 Earnings Call Transcript
First Internet Bancorp reported Q1 2026 results highlighting a 21% revenue jump to $42.1 million and net income of $5.3 million, driven by a 27% rise in net interest income and an 18‑basis‑point lift in net interest margin. The bank’s Banking‑as‑a‑Service platform...
Minerals Technologies Inc (MTX) Q1 2026 Earnings Call Transcript
Minerals Technologies reported Q3 2025 revenue of $532 million, a modest 1% increase both sequentially and year‑over‑year, while delivering a record EPS of $1.55 and an operating margin of 14.7%. The company highlighted strong growth in pet care, oil purification...
Southside Bancshares Inc (SBSI) Q1 2026 Earnings Call Transcript
Southside Bancshares reported a 327% jump in Q1 net income to $21 million, driven by the removal of a prior restructuring loss. Net interest margin improved to 2.98% and is expected to expand further after redeeming $93 million of subordinated debt. Credit...
Kymera Therapeutics Inc (KYMR) Q1 2026 Earnings Call Transcript
Kymera Therapeutics reported Q1 2026 revenue of $2.8 million, entirely from its Gilead collaboration, and ended the quarter with $978.7 million in cash, extending its runway into the second half of 2028. The company completed enrollment and dosing for the Phase Ib atopic...
Tanger Inc (SKT) Q1 2026 Earnings Call Transcript
Tanger Inc. reported full‑year core FFO of $2.33 per share, a 9.4% increase year‑over‑year, driven by record leasing activity and solid same‑center NOI growth. Occupancy rose to 98.1% and the company leased over 3 million square feet, the highest in its...
Mastercard Inc (MA) Q1 2026 Earnings Call Transcript
Mastercard reported Q1 2026 net revenue up 15% year‑over‑year on a non‑GAAP, currency‑neutral basis, propelled by a 22% surge in value‑added services. Operating income rose 17% and earnings per share reached $4.76, aided by $3.6 billion of share repurchases. Transaction volumes grew...
Medical Properties Trust Inc (MPT) Q1 2026 Earnings Call Transcript
Medical Properties Trust reported Q1 2024 results, highlighting $1.6 billion of liquidity transactions and a $900 million cash sale of 75% of its Utah hospital portfolio while retaining a 25% interest. The company reduced net debt by $1.6 billion, now holding about $900 million...
Labcorp Holdings Inc (LH) Q1 2026 Earnings Call Transcript
Labcorp reported full‑year 2025 enterprise revenue up more than 7% and adjusted EPS rising 13%, driven by strong Diagnostics and Central Laboratory performance. Fourth‑quarter revenue reached $3.5 billion, margins expanded 120 basis points, and free cash flow hit $1.2 billion despite a seasonal...
Park Hotels & Resorts Inc (PK) Q1 2026 Earnings Call Transcript
Park Hotels & Resorts reported a strong 2025 finish, completing over $120 million of non‑core hotel sales at a 21‑times EBITDA multiple and investing roughly $300 million in capital projects. Core portfolio RevPAR rose 3.2% in Q4 (5.7% excluding Royal Palm) while...
Westwood Holdings Group Inc (WHG) Q1 2026 Earnings Call Transcript
Westwood Holdings Group reported Q1 2026 AUM of $18.3 billion, up $0.9 billion from year‑end, propelled by private energy and real‑asset strategies. Total revenue reached $25 million and GAAP net income was $0.09 per share, while non‑GAAP earnings rose to $0.31 per share....
Merit Medical Systems Inc (MMSI) Q1 2026 Earnings Call Transcript
Merit Medical Systems reported Q1 2021 GAAP revenue of $249 million, a 2.2% year‑over‑year increase, driven mainly by a 4.9% rise in international sales and modest U.S. growth. On a constant‑currency basis the company posted 0.6% revenue growth, surpassing its prior...
Willis Towers Watson PLC (WTW) Q1 2026 Earnings Call Transcript
Willis Towers Watson reported 5% organic revenue growth for the full year, surpassing its mid‑single‑digit target, while adjusted operating margin expanded 130 basis points to 25.2%. Adjusted diluted EPS rose 13% on a comparable basis, and free cash flow reached...
ACCO Brands Corp (ACCO) Q1 2026 Earnings Call Transcript
ACCO Brands reported a 4% decline in fourth‑quarter revenue and an 8% drop in comparable sales, with gross margin falling 110 basis points to 33.6% amid weaker volumes and adverse product mix. The company delivered $35 million in cost‑reduction savings, moving...
PBF Energy Inc (PBF) Q1 2026 Earnings Call Transcript
PBF Energy disclosed that the COVID‑19 pandemic forced its refineries to run at historically low utilization, prompting a $1.8 billion liquidity raise and an aggressive cost‑reduction program. The company completed an East Coast reconfiguration that should save $150 million annually and contributed...
Trupanion Inc (TRUP) Q1 2026 Earnings Call Transcript
Trupanion reported Q1 2026 adjusted operating income of $40.2 million, a 29% increase year‑over‑year, driven by strong subscription growth. Total revenue rose 12% to $384 million, with subscription revenue up 16% to $269.5 million, surpassing the high end of guidance....
Universal Display Corp (OLED) Q1 2026 Earnings Call Transcript
Universal Display Corp reported Q1 2021 revenue of $134 million, operating profit of $63.6 million and net income of $51.7 million, or $1.08 per diluted share. The company highlighted accelerating OLED adoption across smartphones, TVs, laptops, gaming devices and automotive interiors, with panel...
Floor & Decor Holdings Inc (FND) Q1 2026 Earnings Call Transcript
Floor & Decor announced a leadership change, appointing President Brad Paulsen as CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted Q3 fiscal 2025 diluted EPS of $0.53, a 10.4% increase, and total sales of...
T Rowe Price Group Inc (TROW) Q1 2026 Earnings Call Transcript
T. Rowe Price reported $1.78 trillion in assets under management at year‑end, a >10% increase despite $56.9 billion of net outflows driven mainly by equity and mutual‑fund redemptions. Gross sales rose over 40% from 2023, while adjusted diluted EPS grew 4.2% to...