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.
Industrial Logistics Properties Trust (ILPT) Q1 2026 Earnings Call Transcript
Industrial Logistics Properties Trust (ILPT) reported a stable portfolio with 94.4% occupancy and a 7‑year weighted average lease term, while highlighting strong rent‑growth from new and renewal leases that added $8.2 million of annualized revenue. Two sizable vacancies in Hawaii and Indianapolis reduced occupancy by 4.6% and cut quarterly rental revenue by $1.8 million, but management expects to fill them in 2025. The REIT leveraged new interest‑rate caps on its $1.2 billion and $1.4 billion floating‑rate loans, lowering projected Q1 2025 interest expense to roughly $70 million. Normalized FFO is guided between $0.16 and $0.18 per share for the first quarter, reflecting the combined impact of lease‑rate gains and lower financing costs.
Old Dominion Freight Line Inc (ODFL) Q1 2026 Earnings Call Transcript
Old Dominion Freight Line reported Q2 2025 revenue of $1.41 billion, a 6.1% decline year‑over‑year, as LTL tons per day fell 9.3%. The operating ratio deteriorated to 74.6%, up 270 basis points, driven by higher overhead and employee benefit costs, which...
Virtu Financial Inc (VIRT) Q1 2026 Earnings Call Transcript
Virtu Financial reported record adjusted net trading income (ANTI) of $9.7 million per day in Q1 2026, the strongest quarterly total since Q1 2021, and a full‑year ANTI of $8.6 million per day, $2.1 billion overall. Adjusted EBITDA surged to $442 million with a 72% margin,...
Amazon.com Inc (AMZN) Q1 2026 Earnings Call Transcript
Amazon posted $181.5 billion revenue, up 17% YoY, and a record 13.1% operating margin. AWS revenue jumped 28% YoY, adding $2 billion sequentially and reaching a $150 billion annualized run rate, with a $364 billion backlog that excludes a $100 billion Anthropic deal. The custom...
Acadia Healthcare Company Inc (ACHC) Q1 2026 Earnings Call Transcript
Acadia Healthcare reported Q3 2025 revenue of $851.6 million, a 4.4% year‑over‑year increase, but adjusted EBITDA slipped to $173 million, $5 million below internal forecasts. The company lowered its full‑year outlook, trimming revenue to $3.28‑$3.30 billion and adjusted EBITDA to $650‑$660 million....
Climb Global Solutions Inc (CLMB) Q1 2026 Earnings Call Transcript
Climb Global Solutions reported $625.4 million gross billings for Q1 2026, a modest 3% increase driven primarily by its Distribution segment. Net sales surged 20% to $193.8 million, while adjusted EBITDA fell to $13 million due to a prior‑year high‑margin transaction. The company...
American Financial Group Inc (AFG) Q1 2026 Earnings Call Transcript
American Financial Group posted Q1 2019 core operating earnings of $2.02 per share, down from $2.42 a year earlier, while net earnings reached $3.63 per share boosted by $1.61 in realized securities gains. The company announced a special cash dividend...
NWPX Infrastructure Inc (NWPX) Q1 2026 Earnings Call Transcript
NWPX Infrastructure posted record 2025 results, with net sales reaching $526 million, a 6.8% increase year‑over‑year, and free cash flow of $47.1 million surpassing forecasts. Both the Water Transmission Systems (WTS) and Precast segments delivered higher margins, driven by price hikes and...
KLA Corp (KLAC) Q3 2026 Earnings Call Transcript
KLA Corp reported Q3 2026 revenue of $3.415 billion, up 11% year‑over‑year and ahead of its $3.35 billion midpoint guidance. Non‑GAAP diluted EPS came in at $9.40 and gross margin improved to 62.2%, driven by a stronger service mix and manufacturing scale....
Red Rock Resorts Inc (RRR) Q1 2026 Earnings Call Transcript
Red Rock Resorts reported a record $499.5 million Las Vegas net revenue for Q1 2026, up 0.9% YoY, while adjusted EBITDA margin slipped to 46.5%, down 113 basis points. Consolidated net revenue reached $507.3 million, and operating free cash flow generated $107 million, supporting a...
Waystar Holding Corp (WAY) Q1 2026 Earnings Call Transcript
Waystar Holding Corp. reported Q4 2025 revenue of $304 million, a 24% year‑over‑year increase, driven by strong subscription growth and the recent Iodine Software acquisition. Adjusted EBITDA rose 29% to $129 million, delivering a 42.5% margin, while net revenue retention hit 112%...
Align Technology Inc (ALGN) Q1 2026 Earnings Call Transcript
Align Technology reported Q1 2026 revenue of $1.04 billion, a 6% year‑over‑year increase driven by record Invisalign shipments of 686,000 cases and higher average selling prices. Clear Aligner revenue rose 7% to $856 million while systems and services grew modestly to $184 million....
Plexus Corp (PLXS) Q2 2026 Earnings Call Transcript
Plexus Corp reported a record $852 million Q1 2020 revenue, up 11% year‑over‑year and 5% sequentially, beating the top end of its guidance. GAAP EPS reached $1.03 and non‑GAAP EPS $1.00, both above expectations, while operating margin hit 4.7% at the midpoint...
Conmed Corp (CNMD) Q1 2026 Earnings Call Transcript
Conmed Corp reported Q1 2026 results with total sales of $373.2 million, a 7.9% year‑over‑year increase, and full‑year revenue of $1.375 billion, up 5.2%. Orthopedic sales led growth, rising 12.1% in the quarter and 5.5% for the year, while international sales surged...
PROG Holdings Inc (PRG) Q1 2026 Earnings Call Transcript
PROG Holdings reported fiscal 2025 results highlighting a 12.1% rise in consolidated GMV, driven primarily by For Technologies’ 144% growth to $730 million. Progressive Leasing volume fell 8.6% after the Big Lots bankruptcy and tighter underwriting, but margin expansion lifted gross margin...
Tradeweb Markets Inc (TW) Q1 2026 Earnings Call Transcript
Tradeweb Markets reported record quarterly revenue of $513 million, a 26.7% year‑over‑year increase, driven by strong international growth and double‑digit gains across rates, credit, equities, and swaps. Adjusted EBITDA margin expanded to 54.2%, up 70 basis points, while cash balances...
Wyndham Hotels & Resorts Inc (WH) Q1 2026 Earnings Call Transcript
Wyndham Hotels & Resorts reported a 4% net room growth in 2025, adding a record 72,000 rooms and expanding its development pipeline to nearly 260,000 rooms. Adjusted EBITDA rose 4% to $718 million and adjusted diluted EPS increased 6% to $4.58,...
Qualcomm Inc (QCOM) Q2 2026 Earnings Call Transcript
Qualcomm reported Q2 fiscal 2026 revenue of $10.6 billion, delivering non‑GAAP EPS of $2.65 at the top of its guidance. The QCT segment generated $9.1 billion, highlighted by a record $1.3 billion automotive revenue and a 9% rise in IoT sales. QTL posted...
EBay Inc (EBAY) Q1 2026 Earnings Call Transcript
eBay reported Q1 2026 GMV of $21.2 billion, up 8% on an FX‑neutral basis, driven by a 19% surge in U.S. sales while international volumes slipped slightly. Revenue rose 13% to $2.96 billion, bolstered by advertising that generated $544 million, and non‑GAAP operating...
Impinj Inc (PI) Q1 2026 Earnings Call Transcript
Impinj reported Q4 2025 revenue of $92.8 million, a modest 3% sequential decline but a 1% year‑over‑year increase, and posted a record cash balance of $279.1 million. Adjusted EBITDA reached $16.4 million for the quarter, contributing to a full‑year record of $69.6 million and...
CBIZ Inc (CBZ) Q1 2026 Earnings Call Transcript
CBIZ Inc. reported Q1 2026 consolidated revenue of $849 million, a modest 1.3% year‑over‑year increase, and lifted adjusted diluted EPS to $2.50, a 7% rise. Adjusted EBITDA grew to $244 million with margins improving slightly, while free cash flow rose $64 million, bolstered...
Mattel Inc (MAT) Q1 2026 Earnings Call Transcript
Mattel reported Q1 2026 net sales of $862 million, a 4% year‑over‑year increase, while adjusted gross margin slipped 450 basis points to 45.1% due to tariffs, FX and inflation. Vehicles and challenger categories, led by Hot Wheels and UNO, posted double‑digit...
Pulmonx Corp (LUNG) Q1 2026 Earnings Call Transcript
Pulmonx Corp reported Q1 2026 results showing a 5% decline in quarterly worldwide revenue to $22.6 million, while full‑year 2025 revenue rose 8% to $90.5 million. The company cut operating expenses by over 10% and refinanced debt with a new $60 million, five‑year...
Meta Platforms Inc (META) Q1 2026 Earnings Call Transcript
Meta Platforms reported Q1 2026 revenue of $56.3 billion, a 33% year‑over‑year increase driven by a 33% rise in family‑of‑apps ad revenue. Daily Active People reached 3.5 billion, though a slight sequential dip reflected internet disruptions in Iran and Russia. The company...
Mediaalpha Inc (MAX) Q1 2026 Earnings Call Transcript
MediaAlpha (MAX) posted record Q1 2026 results, delivering $310 million revenue and $31.4 million adjusted EBITDA, both above the high end of guidance. The growth was driven by a favorable mix shift toward higher‑margin open‑marketplace transactions and broader carrier participation, with core...
Urban Edge Properties (UE) Q1 2026 Earnings Call Transcript
Urban Edge Properties reported Q1 2026 net revenue of $12.5 million, a 45% year‑over‑year increase driven by stronger PKD sales, an extra ordering week, and expanded specialty pharmacy distribution. Patient enrollment rose to 248 completed forms with 142 patients now on...
Employers Holdings Inc (EIG) Q1 2026 Earnings Call Transcript
Employers Holdings reported Q1 2026 results showing an 11% drop in gross premiums to $156.8 million, while losses and LAE rose 18.7% to $134.4 million. Net investment income jumped 17.6% to $31.4 million after strong private‑equity returns, but a $40...
Cousins Properties Inc (CUZ) Q1 2026 Earnings Call Transcript
Cousins Properties reported Q1 2026 FFO of $0.69 per share and lifted its full‑year midpoint guidance to $2.84, reflecting 5.6% growth. Leasing activity surged to 551,000 square feet, a 65% sequential jump, while the Dallas "Link" acquisition added 808,000 square...
Murphy USA Inc (MUSA) Q1 2026 Earnings Call Transcript
Murphy USA reported a mixed Q1 2026, with same‑store fuel gallons falling 4.2% largely because of calendar effects and severe storms. Retail fuel margins improved by $0.02 per gallon, while nicotine contribution margin rose 2.8% and reduced‑risk nicotine sales grew...
Regional Management Corp (RM) Q1 2026 Earnings Call Transcript
Regional Management Corp reported a Q1 2026 net income of $11.4 million, a 69% year‑over‑year increase, driven by an 11% rise in its loan portfolio to $2.1 billion and record revenue of $167 million. Operating efficiency improved, with the expense ratio falling to...
Chefs' Warehouse Inc (CHEF) Q1 2026 Earnings Call Transcript
Chefs' Warehouse reported first‑quarter 2026 net sales of $1.059 billion, an 11.4% year‑over‑year increase driven by 10.4% organic growth and modest acquisition contribution. Gross profit rose 13.9% to $257.4 million, lifting the gross margin 53 basis points to 24.3%, while adjusted EBITDA...
Vulcan Materials Co (VMC) Q1 2026 Earnings Call Transcript
Vulcan Materials reported adjusted EBITDA of $2.3 billion for 2025, a 13% increase, with margin expanding to 29.3%. The aggregates segment delivered $11.33 cash gross profit per ton and shipped 227 million tons, up 3% driven largely by acquisitions. Free cash flow...
Empire State Realty Trust Inc (ESRT) Q1 2026 Earnings Call Transcript
Empire State Realty Trust reported Q3 2025 results highlighting a core FFO of $0.23 per diluted share and sequential improvements in leasing activity. Manhattan office occupancy rose to 90.3%, marking the eleventh straight quarter above the 90% threshold, while the portfolio...
National Fuel Gas Co (NFG) Q2 2026 Earnings Call Transcript
National Fuel Gas reported a GAAP loss of $1.23 per share for Q2 2020, driven by a $1.49 per share impairment on oil and gas assets and lower commodity prices. Adjusted earnings fell to $0.97 per share, prompting a modest...
Anika Therapeutics Inc (ANIK) Q1 2026 Earnings Call Transcript
Anika Therapeutics posted total revenue of $28.2 million for the quarter, an 8% decline driven by manufacturing yield issues and a $900,000 shortfall in international osteoarthritis‑pain sales. Gross margin fell to 51%—down 16 percentage points—after a one‑time $3 million non‑cash charge, though...
First Interstate Bancsystem Inc (FIBK) Q1 2026 Earnings Call Transcript
First Interstate BancSystem reported Q1 2022 results, highlighting the recent Great Western merger that added roughly $3 billion of investment securities and expanded its loan portfolio. Net interest income increased by $56.2 million, with the net interest margin rising 11 basis points...
Green Brick Partners Inc (GRBK) Q1 2026 Earnings Call Transcript
Green Brick Partners reported Q4 2025 results, with net income of $78 million, down 24.5% year‑over‑year, and diluted EPS of $1.78, a 23% decline. Despite the earnings drop, the company delivered a record 1,038 homes and secured 883 net orders, both...
MYR Group Inc (MYRG) Q1 2026 Earnings Call Transcript
MYR Group reported record 2025 results, delivering $3.7 billion in annual revenue and a 17% jump in fourth‑quarter sales to $974 million. Gross margins improved to 11.4% and operating cash flow surged to $115 million, driven by higher fixed‑price contracts and better collections....
Smith Micro Software Inc (SMSI) Q1 2026 Earnings Call Transcript
Smith Micro reported Q1 2022 revenue of $12.7 million, a 12% year‑over‑year increase driven by a 64% jump in family‑safety sales after the Avast acquisition. However, legacy CommSuite revenue fell 35% as Sprint subscribers migrated to T‑Mobile, pulling overall gross...
Bel Fuse Inc (BELFA) Q1 2026 Earnings Call Transcript
Bel Fuse reported a 6% year‑over‑year revenue increase in Q1 2021, driven by a 21% jump in its Power Solutions and Protection segment and a 100% rise in e‑mobility sales. Gross margin slipped to 21.9% from 24.8% due to higher...
FormFactor Inc (FORM) Q1 2026 Earnings Call Transcript
FormFactor reported a record $215.2 million revenue for the quarter, hitting the high end of its guidance, and posted GAAP gross margin of 42.2% and non‑GAAP margin of 43.9%, the latter up 290 basis points sequentially. Net income rose to...
Aflac Inc (AFL) Q1 2026 Earnings Call Transcript
Aflac reported a strong start to 2019, posting adjusted earnings of $1.12 per share and a 2.4% rise in U.S. earned premium. In Japan, earned premium slipped about 1% as limited‑pay policies hit paid‑up status, but benefit and expense ratios...
ETSY Inc (ETSY) Q1 2026 Earnings Call Transcript
Etsy reported a $2.8 billion consolidated Gross Merchandise Sales (GMS) for Q1 2026, a 4.8% year‑over‑year decline, while revenue rose 4% to $673 million and adjusted EBITDA reached $169 million, delivering a 25.1% margin. The take rate improved to 24%, up 200 basis points,...
Everest Group Ltd (EG) Q1 2026 Earnings Call Transcript
Everest Re Group reported a strong start to 2021, posting $342 million net income and a 15% annualized return on equity. Gross written premiums rose 14% YoY, while the combined ratio improved to 98.1% despite significant U.S. winter storm and Australian...
Chipotle Mexican Grill Inc (CMG) Q1 2026 Earnings Call Transcript
Chipotle Mexican Grill reported Q1 2026 revenue of $3.1 billion, up 7.4% year‑over‑year, with comparable‑store sales rising 0.5% and a return to positive transaction growth. Digital sales now represent 38.6% of total, while adjusted EPS fell 17% to $0.24 amid higher...
St Joe Co (JOE) Q1 2026 Earnings Call Transcript
The St. Joe Company reported a 16% revenue increase and 20% net‑income growth in its latest quarter, with recurring revenue climbing to 63% of total sales. Management highlighted a $36.5 million cap‑ex program, $10.1 million share‑repurchase, and $8.1 million dividend payouts, driving the...
Verisk Analytics Inc (VRSK) Q1 2026 Earnings Call Transcript
Verisk Analytics reported 6.6% organic constant‑currency revenue growth and 8.5% adjusted EBITDA growth for 2025, with adjusted EBITDA margin expanding to 56.2%. Subscription services now represent 84% of revenue, while transactional revenue slipped 6.5% amid low weather activity. The company...
Everspin Technologies Inc (MRAM) Q1 2026 Earnings Call Transcript
Everspin Technologies reported Q1 2026 revenue of $14.9 million, a 14% year‑over‑year increase, driven by a 28% rise in MRAM product sales. The company secured a new two‑and‑a‑half‑year, $40 million subcontract with a U.S. prime defense contractor to provide Toggle MRAM technology....
AXIS Capital Holdings Ltd (AXS) Q1 2026 Earnings Call Transcript
Axis Capital reported a strong Q1 2021, with gross premiums written up 17% to $1.1 billion and net income of $116 million, delivering a 9.9% annualized ROE. The insurer’s combined ratio improved to 88% ex‑cat, while the reinsurance segment saw a 4%...
Hanover Insurance Group Inc (THG) Q1 2026 Earnings Call Transcript
Hanover Insurance reported operating income of $3.50 per diluted share, delivering a 14.4% operating return on equity. The ex‑catastrophe combined ratio improved to 88.3%, the best in several years, while catastrophe losses were limited to roughly €40 million from Hurricane Helene....