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.
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.
Donegal Group Inc (DGICA) Q1 2026 Earnings Call Transcript
Donegal Group reported Q1 2021 net income of $10.5 million, up from $3.7 million a year earlier, driven by a market‑to‑market equity gain and strong commercial line growth. Net premiums written rose 8.9% to $215.9 million, with commercial lines expanding 18.7%...
Acadian Asset Management Inc (AAMI) Q1 2026 Earnings Call Transcript
Acadian Asset Management reported a record $177.5 billion in assets under management, a 52% jump from the prior year, driven by strong net client cash flows and robust management fee growth. While US GAAP net income and EPS fell due to...
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...
AMETEK Inc (AME) Q1 2026 Earnings Call Transcript
AMETEK reported record fourth‑quarter results, posting $2 billion in sales, a 13% year‑over‑year increase, and a historic backlog of $3.58 billion. Operating income rose to $523 million, driving operating margins to 26.2% (core 27.6%) and EBITDA to $618 million with a 30.9% margin. Free...
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%...
Phathom Pharmaceuticals Inc (PHAT) Q1 2026 Earnings Call Transcript
Phathom Pharmaceuticals reported Q4 2025 results that hit the top of its guidance, delivering $57.6 million in quarterly revenue—a 16% sequential increase—and $175.1 million for the full year, up 217% year‑over‑year. Cash operating expenses fell roughly 50% versus peak quarters, limiting net...
First National Corp (FXNC) Q1 2026 Earnings Call Transcript
Simmons First National Corp reported 10% annualized loan growth in Q1 2026, crediting mature internal capabilities and favorable market timing. Consumer deposits rose 2‑3% quarter‑over‑quarter, supporting a 3‑basis‑point lift in net interest margin and a guidance target of mid‑3.80% by...
Cullen/Frost Bankers Inc (CFR) Q1 2026 Earnings Call Transcript
Cullen/Frost Bankers posted net income of $172.7 million, a 19.2% year‑over‑year increase, driven by robust loan and deposit growth. Average loans rose 6.8% to $21.5 billion and deposits climbed 3.3% to $42.1 billion, while net interest margin edged up to 3.69%. The...
Stagwell Inc (STGW) Q1 2026 Earnings Call Transcript
Stagwell reported $711 million in revenue for the quarter, a 15% year‑over‑year increase, and net revenue of $580 million, up 8.5% with an adjusted EBITDA of $111 million representing a 19.2% margin. The company set a record $101 million in net new business, pushing...
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...
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...
Alnylam Pharmaceuticals Inc (ALNY) Q1 2026 Earnings Call Transcript
Alnylam reported a strong Q1 2021 performance, with total product sales reaching $135.8 million, an 89% year‑over‑year increase. ONPATTRO generated $102 million in revenue, growing 13% quarter‑over‑quarter, while newly launched OXLUMO contributed $9 million and GIVLAARI $24.7 million. The company announced positive Phase 3 data...
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...
A O Smith Corp (AOS) Q1 2026 Earnings Call Transcript
A. O. Smith reported record 2025 earnings, posting EPS of $3.85—a 6% increase—driven by higher commercial water‑heater and boiler volumes and stronger water‑treatment margins. Total sales rose modestly to $3.8 billion, offset by a 12% decline in China after subsidy cuts....
Baxter International Inc (BAX) Q1 2026 Earnings Call Transcript
Baxter International reported $3.0 billion in global sales for the quarter, an 8% reported increase and 3% operational growth, while adjusted earnings per share fell to $0.44, missing internal expectations. Margin pressure stemmed from an unfavorable product mix, higher supply costs...
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...
Phinia Inc (PHIN) Q1 2026 Earnings Call Transcript
Phinia Inc. reported record third‑quarter fiscal 2025 results, posting $908 million in net sales, an 8.2% year‑over‑year increase, and a record adjusted EBITDA of $133 million at a 14.6% margin. The company closed its $47 million acquisition of Swedish Electromagnet Invest (SEM) in...
Acres Commercial Realty Corp (ACR) Q1 2026 Earnings Call Transcript
Acres Commercial Realty Corp reported a $1 billion CRE securitization that lifted GAAP leverage to 3.4 times and expanded its loan portfolio by $374.4 million to $2.2 billion across 60 assets. Book value per share rose to $29.98, a 66 % increase since 2020, while...
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...
Safehold Inc (SAFE) Q1 2026 Earnings Call Transcript
Safehold Inc. reported Q1 2026 results highlighting $167 million of new transactions, primarily affordable‑housing ground leases in Southern California, and a $400 million unsecured term loan that refinanced near‑term debt. The company earned an A‑ rating from S&P and single‑A from all...
Wayfair Inc (W) Q1 2026 Earnings Call Transcript
Wayfair reported fourth‑quarter 2025 revenue growth of 6.9% year‑over‑year, or 7.8% when excluding the Germany exit, driven by strong U.S. demand and higher average order values. Adjusted EBITDA more than doubled to $224 million, representing 6.7% of net revenue, while contribution...
LKQ Corp (LKQ) Q1 2026 Earnings Call Transcript
LKQ Corp reported Q1 2026 revenue of $3.3 billion, a 2.7% year‑over‑year increase, while diluted EPS fell to $0.29 due to a $52 million goodwill impairment in its Specialty segment. Adjusted diluted EPS was $0.59, and free cash flow reached $847 million for...
Escalade Inc (ESCA) Q1 2026 Earnings Call Transcript
Escalade Inc. (ESCA) posted first‑quarter 2026 diluted earnings of $1.30 per share, marginally down from the prior quarter and flat year‑over‑year. Net interest income held steady at $166 million, with the net interest margin expanding two basis points to 4.28%. The...
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...
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...
APi Group Corp (APG) Q1 2026 Earnings Call Transcript
APi Group reported Q1 2026 net revenue of $2.12 billion, a 13.8% year‑over‑year increase driven by 11.1% organic growth in its inspection, service and monitoring (ISM) businesses. Adjusted EBITDA rose 21.9% to deliver a 13.9% margin, up 90 basis points, while...
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...
Arcosa Inc (ACA) Q1 2026 Earnings Call Transcript
Arcosa Inc. posted record 2025 results, delivering $2.9 billion in revenue—a 12% increase—and adjusted EBITDA of $583 million, lifting the margin to 20.2%. The company announced a definitive agreement to sell its barge business for $450 million in cash, slated to close in...
TechnipFMC PLC (FTI) Q1 2026 Earnings Call Transcript
TechnipFMC reported Q1 2026 revenue of $2.5 billion and adjusted EBITDA of $453 million, delivering an 18.2% margin after excluding foreign‑exchange gains. Subsea drove most of the growth, posting $2.2 billion in revenue, a 20% EBITDA margin and a $30 billion two‑year pipeline, while...
Air Products and Chemicals Inc (APD) Q2 2026 Earnings Call Transcript
Air Products reported Q2 2026 earnings with EPS of $3.20, a 19% increase, and operating margin rising to 23.7%, up over 200 basis points. Sales grew 9% and return on capital held at 11.4%, while the company returned $800 million to...
Beazer Homes USA Inc (BZH) Q2 2026 Earnings Call Transcript
Beazer Homes reported first‑quarter 2026 revenue of $359.7 million on 700 closings, with an average selling price of $514,000. Gross margin was 14% after a $6.4 million litigation charge, which would have been 15.8% otherwise, and adjusted EBITDA was a negative $11.2 million....
CNX Resources Corp (CNX) Q1 2026 Earnings Call Transcript
CNX Resources outlined a front‑loaded 2026 capital plan, allocating roughly 60% of annual CapEx to the first half while maintaining a flat production outlook for the year. The Deep Utica program will complete five laterals at an average cost of...
Illinois Tool Works Inc (ITW) Q1 2026 Earnings Call Transcript
Illinois Tool Works reported Q1 2026 revenue of $4.6% growth, driven largely by currency effects and modest 0.4% organic expansion. GAAP EPS rose 12% to $2.66 and operating margin improved 60 basis points to 25.4%, helped by 120 basis points...
Darling Ingredients Inc (DAR) Q1 2026 Earnings Call Transcript
Darling Ingredients reported a strong Q1 2026, with combined adjusted EBITDA of $407 million, more than double the year‑ago quarter, driven by robust performance in its core ingredients and Diamond Green Diesel (DGD) segments. Net sales rose to $1.6 billion and gross margin...
Smurfit WestRock PLC (SW) Q1 2026 Earnings Call Transcript
WestRock reported record packaging sales in Q4 2020, with volumes up 6.9% sequentially and $4.5 billion in revenue. Adjusted free cash flow reached $630 million, enabling a $578 million reduction in net debt for the quarter and over $800 million for the full year....
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...
Crocs Inc (CROX) Q1 2026 Earnings Call Transcript
Crocs reported FY2025 enterprise revenue just over $4 billion, with the Crocs brand contributing $3.3 billion and HeyDude $715 million. International sales drove 11% year‑over‑year growth, reaching $1.6 billion, while direct‑to‑consumer (DTC) accounted for more than half of revenue and outpaced wholesale. HeyDude’s wholesale...
Choice Hotels International Inc (CHH) Q1 2026 Earnings Call Transcript
Choice Hotels International reported full‑year adjusted EBITDA of $626 million, a 4% increase, and adjusted EPS of $6.94, both in line with guidance. The company posted strong international growth, with revenue up 37% and its room inventory expanding 13% to roughly...
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...
AC Immune SA (ACIU) Q1 2026 Earnings Call Transcript
Eli Lilly reported a 56% year‑over‑year revenue surge in Q1 2026, propelled by its incretin portfolio—Mounjaro and Zepbound generated $12.8 billion in global sales. The company secured FDA approval for Koundeo, the first oral GLP‑1 for obesity, and logged over 20,000...
DT Midstream Inc (DTM) Q1 2026 Earnings Call Transcript
DT Midstream reported adjusted EBITDA of $308 million in Q1 2026, a $15 million sequential rise, driven by higher pipeline earnings. The company approved two major pipeline projects—a 400 Bcf/d Vector expansion and a 70 Bcf/d Millennium R2R—while maintaining a $3.4 billion commercial backlog. Open seasons...
Xerox Holdings Corp (XRX) Q1 2026 Earnings Call Transcript
Xerox Holdings reported Q1 2026 revenue of $2.03 billion, a 26% increase in actual currency but a 9% decline on a pro‑forma basis after accounting for recent acquisitions. Adjusted operating margin slipped to 5% and free cash flow fell to $184 million,...
Forum Energy Technologies Inc (FET) Q1 2026 Earnings Call Transcript
Forum Energy Technologies reported Q1 2026 revenue of $209 million, an 8% year‑over‑year increase driven by offshore and international growth. Adjusted EBITDA rose 14% to $23 million, while adjusted net income surged 300% to $6 million, helped by a favorable tax rate and...
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...