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.
Q1 2026 Earnings Conference Call Recaps: Coca-Cola (KO)
Coca‑Cola reported a 3% rise in global beverage volumes and a 10% jump in organic revenue for Q1 2026, signaling a shift back toward a balanced growth model of volume expansion and price increases. Management highlighted affordability initiatives such as smaller packs to protect lower‑income consumers, while noting that the Middle East conflict dented March volumes. The company emphasized long‑term investment in APAC, accepting short‑term margin pressure, and showcased new product launches and digital packaging tied to the World Cup. Shares rose over 3% on the earnings beat.
Starbucks Sees Broad Same‑store Growth and Rising Loyalty
Starbucks earnings call summary: Everybody is generating same-store sales growth; Earnings are up; Cold foam 🔥🔥🔥; Low-income consumers are coming back; Ignore the haters, loyalty is doing fine; Tariffs are fading; So what if everybody is doing Refreshers. $SBUX
Q1 2026 Earnings Conference Call Recaps: UPS (UPS)
UPS posted a record $3 billion revenue in Q1 2026 despite an 8% drop in U.S. package volume, as it trims low‑margin e‑commerce shipments and pivots to higher‑margin B2B, SMB, and healthcare logistics. The company’s restructuring targets $3 billion in cost savings...
Booking Slides as Second-Quarter Guidance Misses on Mideast
Booking Holdings forecast second‑quarter revenue growth of 4%‑6%, missing the Wall Street consensus of 11%. The shortfall reflects weakened travel demand due to the ongoing Middle East conflict, which the company expects to dampen bookings through June. In response, Booking...
Spotify Beats Q1 Revenue Forecast but Guidance Triggers 13% Stock Drop
Spotify reported Q1 2026 revenue of €4.53 billion ($5.3 billion), up 8% YoY, and added 3 million premium subscribers to reach 293 million. Despite the beat, the company’s modest Q2 guidance and a dip in ad‑supported revenue sparked a 13% plunge in its stock.
Spotify Co-CEOs Outline AI Ambitions and More on Q1 2026 Earnings Call
Spotify’s Q1 2026 earnings call highlighted a bold AI push, with co‑CEOs comparing the opportunity to the 2009 iPhone launch and detailing increased compute spend despite flat headcount. Revenue rose 14% YoY to $5.30 bn, while monthly active users hit 761 million and...
Industrial Loads Boost Consumers Energy’s Sales as Coal Plant Emergency Order Costs Rise
Consumers Energy’s electric sales rose 5.9% YoY in Q1 2026, driven by strong industrial load growth that lifted total revenue 5.3% to $1.37 billion. The utility expects new data‑center and industrial projects, including a $1.2 billion fertilizer plant, to sustain 2‑3% annual sales...
Centene Hikes 2026 Profit Guidance After Buoyant Q1
Centene posted Q1 adjusted earnings of $3.37 per share, far surpassing analysts’ $2.25‑$2.30 expectations, driven by rate hikes that offset a 2‑million drop in ACA enrollment. Net profit rose 18% to $1.5 billion on revenue of $49.9 billion, prompting the company to...
Advantest Shares Slide 6.9% After AI‑Chip Tester Outlook Miss
Advantest Corp., the leading supplier of test equipment for AI accelerators, saw its shares tumble up to 6.9% after issuing a weaker‑than‑expected outlook and citing continued capacity constraints. The move comes despite a 50%+ rally this year and recent record...
P&G CFO Says Pricing Power Must Be Earned, Highlights $21.2 B Sales and Cost Headwinds
Procter & Gamble CFO Andre Schulten told investors on the fiscal Q3 earnings call that pricing power must be earned, not assumed. The consumer‑goods giant posted $21.2 B in net sales, a 7% year‑over‑year rise, but warned of $0.25‑per‑share cost headwinds...
Deutsche Börse Confirms 2026 Guidance as Q1 Profit Rises 11% to €585 M
Deutsche Börse Group kept its 2026 guidance unchanged after posting a first‑quarter net profit of €585 million, an 11% rise from the prior year. The results, driven by higher EBITDA and solid earnings per share, signal confidence in the firm’s core...
Tesla Beats EPS but Misses Revenue; Stock Holds Near‑Term Levels
Tesla reported earnings that topped analysts' EPS expectations while revenue lagged, yet the stock barely moved. The high‑valuation EV maker leans on AI and robotaxi ambitions to sustain investor interest despite a 16% YTD decline.
Domino's Q1 2026 Revenue Rises 3.5% as Same‑Store Sales Edge Higher
Domino's Pizza posted a 3.5% revenue increase to $38.5 million and a 9.6% jump in income from operations for Q1 2026, while same‑store sales grew 0.9% in the U.S. and fell 0.4% internationally. The company added 180 net stores worldwide and approved...
Coca-Cola Europacific Partners Q1 Earnings Call Highlights
Coca‑Cola Europacific Partners (CCEP) reported a solid start to 2026, with Q1 revenue up 9.8% year‑over‑year, driven by volume growth of about 8% and positive brand mix, especially from Monster and new Coca‑Cola innovations. Europe volumes rose 1.4% and APS...
ASSA ABLOY AB (Publ) (ASAZY) Q1 2026 Earnings Call Transcript
ASSA ABLOY reported a strong start to fiscal 2026, with organic sales up 2% and an additional 2% boost from acquisitions. EBIT margin improved by 40 basis points year‑over‑year, while EBITDA reached 15.3% of revenue. Operating leverage stood at 51%,...
YIT Oyj (YITYY) Q1 2026 Earnings Call Transcript
YIT Oyj reported a solid start to 2026, with its Residential Central‑and‑Eastern Europe (CEE) segment delivering double‑digit revenue growth and expanding margins. Both contracting divisions posted higher sales, reinforcing the company’s trajectory toward its full‑year profitability targets despite lingering global...
Verizon Beats Q1 2026 Estimates, Raises FY EPS Guidance and Dividend
Verizon Communications reported $34.4 billion in first‑quarter revenue and $1.28 adjusted earnings per share, its strongest EPS growth in over four years. The carrier lifted its fiscal‑2026 adjusted EPS guidance to 5‑6% growth and raised its annualized dividend by 2.5%, prompting...
Tesla Beats Estimates and Unveils 'Terafab' Chip Strategy to Accelerate Autonomy
Tesla posted an adjusted $0.41 earnings per share, surpassing forecasts, and hinted at a new internal semiconductor venture called Terafab. Analysts see the move as a bid to tighten feedback loops for its autonomous‑driving stack, potentially reshaping the market for...
Verizon Beats Q1 Profit, Lifts FY26 EPS Guidance to $4.95‑$4.99
Verizon Communications posted its strongest quarterly adjusted EBITDA ever and its first positive post‑paid phone net additions since 2013. The telecom giant raised its fiscal‑2026 adjusted EPS guidance to $4.95‑$4.99, a 5%‑6% year‑over‑year increase, prompting a roughly 3% rise in...
Verizon Beats Q1 EPS Forecast, Shares Climb Over 1% on Revenue Miss
Verizon Communications reported first‑quarter earnings of $1.28 per share, topping the $1.23 consensus by $0.05, and lifted its full‑year EPS outlook to $4.95‑$4.99. Revenue of $34.44 billion missed the $34.79 billion forecast, yet the stock rose more than 1% after hours and...
Magnificent 7 Set to Unveil Q1 2026 Results, AI Monetization and Leadership Shifts in Focus
The five Magnificent 7 mega‑cap tech firms—Amazon, Alphabet, Microsoft, Meta and Apple—are slated to release Q1 2026 earnings this week. Analysts project a 22% revenue jump for the group, with Alphabet expected to post $106.97 billion in sales and $2.73 EPS, while...
Chipotle Shares Dive 42% as Same‑Store Sales Forecast Misses Wall Street
Chipotle Mexican Grill's shares fell 42% from their 52‑week high after the chain projected flat same‑store sales for 2026, well below the 1.8% growth Wall Street had modeled. The miss highlights pressure on the fast‑casual brand's premium pricing amid a...
First Business Financial Services Posts 9% Net Income Rise, 15% Loan Growth in Q1 2026
First Business Financial Services Inc. announced a 9% year‑over‑year increase in net income and a 15% jump in loan balances for the first quarter of 2026. Fee income climbed 16% and core deposits rose 18% quarter‑over‑quarter, underscoring the firm’s aggressive...
Merck Beats EPS Forecast but Revenue Misses, Shares Slide 3.7% Pre‑Market
Merck & Co. reported Q2 2025 earnings that topped expectations on earnings per share, delivering $2.13 versus the $2.03 consensus. Revenue, however, slipped to $15.8 billion, missing the $15.87 billion outlook and prompting a 3.67% drop in the stock during pre‑market trading....
American Assets Trust Inc (AAT) Q1 2026 Earnings Call Transcript
American Assets Trust reported Q3 2025 funds from operations of $0.49 per diluted share, just ahead of internal forecasts, and raised its full‑year 2025 FFO guidance to $1.93‑$2.01 per share. Office leasing outperformed expectations, with the portfolio now 82% leased...
General Motors Co (GM) Q1 2026 Earnings Call Transcript
CMS Energy reported adjusted earnings per share of $1.13 for Q1 2026 and reaffirmed its full‑year EPS guidance of $3.83‑$3.90. The utility secured approval of more than 65% of its electric rate increase request, maintaining a 9.9% allowed ROE, while...
Purple Innovation Inc (PRPL) Q1 2026 Earnings Call Transcript
Purple Innovation reported a strong finish to 2019, posting net revenue of $428.4 million—a 49.9% increase year‑over‑year—and a 58% jump in Q4 revenue to $124.3 million. Gross margin expanded to 44.1% for the year, up 470 basis points, while operating income turned...
Armstrong World Industries Inc (AWI) Q1 2026 Earnings Call Transcript
Armstrong World Industries reported a 12% year‑over‑year increase in net sales and a 14% rise in adjusted EBITDA, delivering a record 43.5% margin in its Mineral Fiber segment. Growth was powered by a 6% average unit value lift and strong...
Nautilus Biotechnology Inc (NAUT) Q1 2026 Earnings Call Transcript
Nautilus Biotechnology reported a 23% drop in Q1 operating expenses to $15.4 million and ended the quarter with $156.1 million in cash, extending its runway into 2027. Management guided to modest $0.5 million revenue in 2026, primarily from grant‑funded early access customers, while...
Fair Isaac Corp (FICO) Q2 2026 Earnings Call Transcript
Fair Isaac (FICO) posted Q1 2026 revenue of $512 million, up 16% year‑over‑year, and GAAP net income of $158 million, up 4%. The Scores segment drove 29% revenue growth, led by a 60% jump in mortgage origination revenue, while the Software segment...
Curbline Properties Corp. (CURB) Q1 2026 Earnings Call Transcript
Curbline Properties reported a strong finish to its first year as a public REIT, acquiring roughly $800 million of convenience‑store assets and expanding its portfolio to almost 5 million square feet. The company posted a 16% sequential rise in NOI and nearly...
Unum Group (UNM) Q1 2026 Earnings Call Transcript
Unum Group posted first‑quarter adjusted earnings per share of $2.04, a 3.8% decline year‑over‑year, driven by higher group disability claims and front‑loaded expenses. Core operations delivered a 4.2% premium increase and over 20% return on equity, while the International segment...
Renasant Corp (RNST) Q1 2026 Earnings Call Transcript
Renasant Corp closed its Progressive Bank acquisition on January 1, adding $774 million in assets and nine North Louisiana branches, bolstering its regional footprint. GAAP net income for Q1 2026 was $22.2 million, while non‑GAAP core net income reached $24 million, or $0.73 per share. Loan...
Invesco Ltd (IVZ) Q1 2026 Earnings Call Transcript
Invesco reported a record $24.5 billion net long‑term inflows in Q1 2021, led by $16.8 billion into ETFs and strong retail demand. The firm’s assets under management rose to $1.4 trillion, delivering a 40.2% operating margin and a 10% dividend increase to $0.17 per...
Incyte Corp (INCY) Q1 2026 Earnings Call Transcript
Acuity Brands reported Q1 2026 net sales of $1.1 billion, a 5% increase driven primarily by strong growth in its Acuity Intelligence Spaces (AIS) segment, while the Acuity Brands Lighting (ABL) segment slipped 3% amid a soft lighting market. Adjusted operating profit...
Provident Financial Holdings Inc (PROV) Q3 2026 Earnings Call Transcript
Provident Financial Holdings reported a 42% jump in loan originations to $42.1 million in Q3 2026, while loan payoffs rose 35% to $46.7 million, offsetting net loan growth. Asset quality improved, with non‑performing assets falling to $990 k (0.08% of assets) and no...
Seagate Technology Holdings PLC (STX) Q3 2026 Earnings Call Transcript
Seagate reported Q3 2025 revenue of $2.16 billion, up 31% year‑over‑year but down 7% sequentially due to temporary supply constraints. Non‑GAAP gross profit rose 81% YoY, with gross margin expanding to 36.2% and operating margin reaching a historic 23.5%. The company...
Quad/Graphics Inc (QUAD) Q1 2026 Earnings Call Transcript
Quad/Graphics reported Q1 2025 net sales of $629 million, a 2% organic decline driven by lower paper, logistics and the loss of a major grocery client. Adjusted EBITDA fell to $46 million with margin slipping to 7.2%, while adjusted diluted EPS doubled...
Orion Group Holdings Inc (ORN) Q1 2026 Earnings Call Transcript
Orion Group Holdings reported $225 million revenue for Q1 2026, a 10% sequential increase driven primarily by higher marine volume and utilization. Adjusted EBITDA rose 20% to $13 million and adjusted EPS climbed 27% to $0.09, while operating income fell year‑over‑year due to...
Allegion PLC (ALLE) Q1 2026 Earnings Call Transcript
Allegion reported fourth‑quarter 2024 revenue of $945.6 million, a 5.4% increase driven primarily by a 6.4% rise in the Americas segment and $137 million of bolt‑on acquisitions. Adjusted earnings per share climbed 10.7% to $1.86 and operating margin expanded modestly, while the...
H2O America (HTO) Q1 2026 Earnings Call Transcript
H2O America reported adjusted diluted EPS of $1.27 for Q3 2025, an 8% increase, and a 14% rise in year‑to‑date adjusted EPS to $2.53. Revenue climbed 7% on the back of rate increases, higher pass‑through water costs and modest usage...
JetBlue Airways Corp (JBLU) Q1 2026 Earnings Call Transcript
JetBlue Airways reported a negative adjusted operating margin of 3.7% for 2025, citing macroeconomic headwinds that erased more than four points of margin. The Jet Forward transformation delivered $305 million of incremental EBIT in its first full year and is projected...
Supercom Ltd (SPCB) Q4 2025 Earnings Call Transcript
SuperCom reported record annual revenue of $27.6 million, a 134% increase from its 2020 low, and posted its first full‑year GAAP net income since 2015. Gross margin rose to 48.4%, the best since 2021, while EBITDA grew 31% to $6.3 million, marking...
Sysco Corp (SYY) Q3 2026 Earnings Call Transcript
Sysco reported $21 billion in total revenue for Q2 FY2026, a 3% year‑over‑year increase driven by gains across local, specialty, national and international segments. U.S. foodservice local case volume rose 1.2%, outpacing its own guidance, while international sales grew 7.3% (9.9%...
Bank of NT Butterfield & Son Ltd (NTB) Q1 2026 Earnings Call Transcript
Bank of NT Butterfield & Son Ltd (NBT Bancorp) posted Q1 2026 net income of $51.1 million, a 27% year‑over‑year increase, driven by a higher net interest margin of 3.72% and solid fee‑based revenue. Deposits rose $244 million, with 59% in low‑cost checking...
Werner Enterprises Inc (WERN) Q1 2026 Earnings Call Transcript
Werner Enterprises reported Q1 2026 revenue of $738 million, a 2% year‑over‑year decline driven by disciplined pricing and a smaller truck fleet. Adjusted operating income slipped to $11.3 million with a 1.5% margin, while adjusted EPS fell to $0.05. The company completed...
Asbury Automotive Group Inc (ABG) Q1 2026 Earnings Call Transcript
Asbury Automotive Group reported a record $4.7 billion fourth‑quarter revenue and a $793 million gross profit, pushing its margin to 17%. Adjusted EPS was $6.67 and adjusted operating margin reached 5.4%, while net leverage improved to 3.2×, beating the 3.5× forecast. The...
Seacoast Banking Corporation of Florida (SBCF) Q1 2026 Earnings Call Transcript
Seacoast Banking Corporation of Florida reported adjusted net income of $45.2 million, up 48% year‑over‑year, and organic deposit growth of 7% annualized ($212 million). Organic loan balances rose 8% annualized, backed by a record $1.2 billion loan pipeline. The bank closed two major...
Enphase Energy Inc (ENPH) Q1 2026 Earnings Call Transcript
Enphase Energy reported Q1 2026 revenue of $282.9 million, a GAAP loss of $7.4 million, and a non‑GAAP gross margin of 43.9%. U.S. revenue fell 23% sequentially after the 25D tax credit expired, while European revenue jumped 36% as battery...
ONEOK Inc (OKE) Q1 2026 Earnings Call Transcript
ONEOK reported adjusted EBITDA of $1.98 billion, a 12% sequential rise, and net income of $841 million, up more than 30% quarter‑over‑quarter. The company cut senior notes by roughly $600 million, moving toward a 3.5‑times leverage target for 2026, and reaffirmed its 2025...