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.
Dime Community Bancshares Inc (DCOM) Q1 2026 Earnings Call Transcript
Dime Community Bancshares reported core earnings per share of $0.79, an 88% year‑over‑year increase, driven by record $124 million total revenue. Core deposits grew $1.2 billion YoY while business loans added $1.075 billion quarter‑over‑quarter, reflecting successful expansion into healthcare, fund finance and other verticals. The bank lowered its commercial‑real‑estate concentration below 400% and maintained a total capital ratio above 16%, underscoring strong balance‑sheet resilience. Management highlighted a $1.4 billion back‑book repricing opportunity in 2026 that could boost net‑interest margin by 20‑25 basis points, with further upside in 2027.
World Kinect Corp (WKC) Q1 2026 Earnings Call Transcript
World Kinect Corp reported Q1 2026 consolidated volume of 4 billion gallons, down 6% YoY, while gross profit rose 10% to $254 million, driven primarily by an 82% surge in marine segment profit. Marine volume grew 4% and benefited from sharp price...
Hartford Insurance Group Inc (HIG) Q1 2026 Earnings Call Transcript
The Hartford reported Q1 2026 core earnings of $1.1 billion, putting full‑year 2025 core earnings at $3.8 billion with a 19.4% ROE. Business insurance saw 7% premium growth and an underlying combined ratio of 88.1, while small‑business lines posted 9% growth and...
SS&C Technologies Holdings Inc (SSNC) Q1 2026 Earnings Call Transcript
SS&C Technologies reported record first‑quarter 2026 results, posting $1.648 billion in adjusted revenue, a 9% year‑over‑year increase, and adjusted diluted EPS of $1.69, up 14%. The company rebranded its largest revenue line as technology‑enabled services, reflecting the growing share of workflow‑driven,...
Intel Corp (INTC) Q1 2026 Earnings Call Transcript
Intel reported Q1 2026 revenue of $13.3 billion, a 4% sequential increase, but posted a non‑GAAP loss of $0.46 per share after a $3 billion impairment hit gross margin. The company accelerated cost‑cutting, trimming more than 15% of its workforce and slashing...
Appfolio Inc (APPF) Q1 2026 Earnings Call Transcript
Essential Properties Realty Trust (EPRT) posted a strong first‑quarter 2026, with AFFO per share climbing 11% to $0.50 and occupancy holding at 99.7%. The REIT raised its full‑year AFFO guidance to $2.00‑$2.05 per share and lifted investment volume guidance to...
Newmont Corporation (NEM) Q1 2026 Earnings Call Transcript
Teck Resources reported a blockbuster first‑quarter 2026, with adjusted EBITDA soaring to $2.1 billion – a 125% year‑over‑year increase – driven by record copper sales at a historic $5.83 per pound and strong by‑product contributions. Operating cash flow hit $1 billion, lifting...
SkyWest Inc (SKYW) Q1 2026 Earnings Call Transcript
SkyWest reported Q3 2025 net income of $116 million ($2.81 EPS) and revenue of $1.1 billion, a 15% year‑over‑year increase. The carrier highlighted strong demand for prorate and charter services, a newly approved commuter charter authority, and disciplined fleet expansion with E175...
Roper Technologies Inc (ROP) Q1 2026 Earnings Call Transcript
Roper Technologies (RTX) reported first‑quarter 2026 adjusted sales of $22.1 billion, a 10% organic increase, and adjusted EPS of $1.78, up 21% year‑over‑year. Free cash flow rose to $1.3 billion, adding $500 million versus the prior year, while the backlog hit a record...
Visteon Corp (VC) Q1 2026 Earnings Call Transcript
Visteon Corp reported Q1 2026 net sales of $954 million, a modest 2% year‑over‑year increase driven by 20 new product launches and strong customer recoveries. The company secured over $1 billion in new business, highlighted by AI‑enabled cockpit wins in China...
Nasdaq Inc (NDAQ) Q1 2026 Earnings Call Transcript
Nasdaq reported a record $5.2 billion net revenue for 2025, up 12% year‑over‑year, with solutions revenue exceeding $4 billion, an 11% increase. Operating income rose 16% to $2.9 billion and diluted EPS grew 24% to $3.48, while annual recurring revenue reached $3.1 billion. The...
Huntington Bancshares Inc (HBAN) Q1 2026 Earnings Call Transcript
Huntington Bancshares reported 11% revenue growth and 16% adjusted EPS increase in Q1 2026, with loan portfolio expanding 14.4% year‑over‑year and net interest income rising 14% YoY to $86 million. The bank completed Veritex integration in 187 days and is preparing...
PENN Entertainment Inc (PENN) Q1 2026 Earnings Call Transcript
PENN Entertainment reported $1.4 billion retail revenue in Q1 2026, delivering adjusted EBITDAR of $456.4 million and a 32.3% EBITDA margin despite December weather setbacks. The Interactive segment generated $398.7 million in revenue, posted a $39.9 million adjusted EBITDA loss, but showed a strong...
Ryder System Inc (R) Q1 2026 Earnings Call Transcript
Independent Bank Corporation reported Q1 2026 net income of $16.9 million, an 8% increase year‑over‑year, while its net interest margin rose to 3.65%, up three basis points. Total deposits grew to $4.9 billion, driven by core retail and commercial inflows, and loan...
Rhinebeck Bancorp Inc (RBKB) Q1 2026 Earnings Call Transcript
Rhinebeck Bancorp (RBKB) posted Q1 2026 net income of $35 million, or $0.94 per share, a 6% sequential rise and 8% YoY increase. Customer deposits surged past $8 billion, delivering $300 million of quarterly inflows and allowing a $200 million reduction in wholesale funding,...
Iridium Communications Inc (IRDM) Q1 2026 Earnings Call Transcript
Iridium Communications posted Q1 operational EBITDA of $122.1 million, a 6% increase, driven by stronger recurring services and engineering contracts. Commercial IoT revenue rose 11% to $43.8 million, reflecting a stepped‑up two‑year partner deal, while overall service revenue grew 4% to $127.5 million....
Chemed Corp (CHE) Q1 2026 Earnings Call Transcript
Chemed Corp reported mixed Q1 2026 results, with VITAS hospice admissions rising 6% to 17,419 but revenue growth and EBITDA margin lagging due to a shift toward higher‑margin hospital short‑stay patients. Roto‑Rooter saw residential revenue decline 3.1% and a 21%...
Ameriprise Financial Inc (AMP) Q1 2026 Earnings Call Transcript
Ameriprise Financial reported adjusted operating EPS of $9.92, up 12% year‑over‑year, while maintaining a 27% firm‑wide margin. Assets under management, administration and advisement reached a record $1.7 trillion, an 8% increase, and the firm’s return on equity approached 53%, positioning it...
PG&E Corp (PCG) Q1 2026 Earnings Call Transcript
PG&E reported full‑year 2025 core earnings of $1.50 per share, a 10% increase year‑over‑year, and raised its 2026 core EPS guidance to $1.64‑$1.66, reaffirming a 9%+ annual growth outlook through 2030. The utility highlighted a surge in data‑center load, now...
SES AI Corp (SES) Q1 2026 Earnings Call Transcript
SES AI Corp reported a 47% sequential revenue increase to $6.7 million in Q1 2026, driven by strong ESS sales and early contributions from its drone and Molecular Universe businesses. The company secured a three‑year, $20 million distribution agreement with ATGE Power to...
Boyd Gaming Corp (BYD) Q1 2026 Earnings Call Transcript
Byrna Technologies reported Q1 2026 net revenue of $29 million, an 11% year‑over‑year increase driven primarily by dealer and chain‑store expansion. Gross profit rose to $17.4 million (60% of revenue), but operating expenses jumped 16% and net income fell to $0.8 million, dragging...
SLM Corp (SLM) Q1 2026 Earnings Call Transcript
SLM Corp reported Q1 2026 diluted EPS of $1.54, a 10% increase year‑over‑year, and loan originations of $2.9 billion, up 5%. The company executed a $2 billion seasoned loan portfolio sale and a $200 million accelerated share repurchase, bringing total share buybacks to...
Strategic Education Inc (STRA) Q1 2026 Earnings Call Transcript
Strategic Education reported a 4% revenue increase and a 35% jump in Q4 operating income, driven by AI‑enabled expense reductions and strong growth in its Education Technology Services (ETS) segment. ETS generated $150 million in revenue with a 40% operating margin,...
Byline Bancorp Inc (BY) Q1 2026 Earnings Call Transcript
Byline Bancorp reported Q4 2025 results with net income of $34.5 million and full‑year earnings of $130.1 million, translating to $0.76 and $2.89 per diluted share. Total revenue rose 9.7% year‑over‑year to $446 million, driven by record net interest income of $101 million and...
Knowles Corp (KN) Q1 2026 Earnings Call Transcript
Helix Energy Solutions Group posted Q1 2026 revenue of $288 million, a $13 million net loss and $32 million adjusted EBITDA, while announcing an all‑stock merger with Hornbeck Offshore Services. The deal will create a combined offshore services platform under the Hornbeck name,...
VeriSign, Inc (VRSN) Q1 2026 Earnings Call Transcript
VeriSign reported a record 176.1 million .com and .net domain names, driven by 11.5 million new registrations and a 76.3% renewal rate for 2026. Revenue rose 6.6% year‑over‑year to $429 million, while diluted EPS climbed to $2.34. The company raised its 2026 revenue...
Travelzoo (TZOO) Q1 2026 Earnings Call Transcript
Travelzoo reported Q1 2026 revenue of $22.5 million, a 9% year‑over‑year increase, driven by a 180% surge in Club Membership. Operating profit slipped to $0.6 million (3% margin) as the company accelerated member‑acquisition spending and absorbed a one‑time global meeting...
C&F Financial Corp (CFFI) Q1 2026 Earnings Call Transcript
Bread Financial Holdings reported a solid Q1 2026 performance, with credit sales rising 7% to $6.5 billion and loan balances edging higher. Direct‑to‑consumer deposits jumped 10% to $8.7 billion, boosting the funding mix to 78% deposits. Net income reached $181 million, yielding diluted...
Phillips Edison & Co Inc (PECO) Q1 2026 Earnings Call Transcript
Phillips Edison & Co (PECO) reported a record 51 consecutive quarters of Funds From Operations (FFO) and same‑store NOI growth, underscoring the resilience of its shallow‑bay industrial portfolio. Occupancy held at 96.6% despite higher market vacancy rates, while debt remains...
Primis Financial Corp (FRST) Q1 2026 Earnings Call Transcript
Primis Financial Corp. posted Q1 2026 earnings of $29.5 million, or $1.20 per share, buoyed by a sale‑leaseback gain and stronger net interest margin. Net interest margin climbed to 3.28% from 2.90% a year earlier, while checking deposits surged 23% to...
Bancorp Inc (TBBK) Q1 2026 Earnings Call Transcript
Banc of California (TBBK) posted first‑quarter 2026 earnings per share of $0.39, a 50% year‑over‑year increase, driven by net interest margin expansion and strong operating leverage. Net interest margin rose to 3.24% and the adjusted efficiency ratio improved by roughly...
Dow Inc (DOW) Q1 2026 Earnings Call Transcript
Dynex Capital reported Q1 2026 book value of $12.60 per share, rising to an estimated $13.31 per share, a 5.6% increase. The REIT expanded its investment portfolio to $6 billion, raising $442 million of capital and pushing leverage to 8.6 times equity. Net...
OceanFirst Financial Corp (OCFC) Q1 2026 Earnings Call Transcript
OceanFirst Financial reported Q1 2026 results with diluted GAAP EPS $0.23 and core EPS $0.41. Net interest income rose 5% sequentially and 14% year‑over‑year, driven by $1 billion of loan originations and an 18% annualized loan growth rate. Asset quality stayed...
Union Pacific Corp (UNP) Q1 2026 Earnings Call Transcript
Unifi reported first‑quarter 2026 net sales of $135.7 million, an 8% year‑over‑year decline, primarily due to tariff‑related uncertainty and soft demand across its Americas, Asia, and Brazil segments. Gross profit slipped to $3.4 million, yielding a 2.5% margin as the company absorbed...
Carter Bankshares Inc (CARE) Q1 2026 Earnings Call Transcript
Carter Bankshares reported Q4 net sales of $925 million, an 8% year‑over‑year increase, but gross margin slipped 460 basis points to 43.2% as tariffs added roughly $40 million in product costs. Adjusted earnings per share fell to $1.90 from $2.39, reflecting the...
Covenant Logistics Group Inc (CVLG) Q1 2026 Earnings Call Transcript
Covenant Logistics Group reported Q1 2026 freight revenue of $270.6 million, a 7.8% year‑over‑year increase, while adjusted operating income fell 39.4% to $10.9 million due to margin compression in Expedited, Managed Freight and Warehousing. The company’s adjusted leverage rose to...
Elon Promises Massive Capex Boost, Expects Revenue Surge
Stock dips slightly because the first topic for Elon on the call is highlighting that they will be “Substantially increasing capex, which will be followed by a substantial increase in revenue” Battery, AI training, Chip, Manufacturing.
Q1 2026 Earnings Conference Call Recaps: Masco (MAS)
Masco reported a robust first‑quarter 2026, with net sales climbing 6% and earnings per share jumping 20% year‑over‑year. The upside stemmed from aggressive pricing and stronger‑than‑expected plumbing volumes, particularly in North America where the company captured market share. Management highlighted...
Alaska Air CCO Andrew Harrison Drives Premium Sales Push as Q1 Revenue Climbs 5%
Alaska Air reported $3.3 billion in first‑quarter revenue, a 5% rise on 1.7% capacity growth, as Chief Commercial Officer Andrew R. Harrison detailed a sales strategy centered on premium seats and network expansion. The airline posted a GAAP loss of $193 million,...
Quest Diagnostics Q1 2026 Revenue Jumps 9% as CFO Sam Samad Highlights Cost Controls
Quest Diagnostics reported first‑quarter 2026 revenue of $2.89 billion, a 9.1% year‑over‑year increase, and adjusted diluted EPS of $2.50. CFO Sam Samad said the growth stemmed from strong organic demand, partnership contributions and a 3% cost‑saving program, prompting the company to...
Equifax Q1 2026 Beats Revenue Forecast, Raises Full-Year Guidance
Equifax reported Q1 2026 revenue of $1.649 billion, 14% higher than a year ago and $37 million above guidance. The credit‑reporting firm also raised its full‑year revenue target and adjusted EPS outlook, while keeping a cautious stance amid geopolitical and inflation risks.
Etsy Posts Q2 2025 Revenue Rise Amid GMS Decline and Unveils Breakup Registry Concept
Etsy announced Q2 2025 results with consolidated revenue up 4% to $673 million and adjusted EBITDA of $169 million, but gross merchandise sales slipped 4.8% YoY to $2.8 billion. The company also hinted at a new "breakup registry" service aimed at Gen Z buyers,...
Oil Servicer Weatherford Sees War Impacts Deepening This Quarter
Weatherford International warned that earnings will be hit by $30‑$50 million in the first half of the year as the Iran‑related war disrupts oilfield activity. The company posted first‑quarter earnings that beat estimates, but expects the impact to deepen in Q2...
Q1 2026 Earnings Conference Call Recaps: Boeing (BA)
Boeing reported a 14% revenue increase to $22.2 billion in Q1 2026, narrowing its losses as deliveries rose across commercial and defense lines. The 737 production line held steady at 42 aircraft per month, with plans to accelerate output once the 737‑7/10...
Boston Properties Posts Q4 2025 Earnings, Flags Office Market Headwinds
Boston Properties (BXP) posted $3.5 billion in full‑year revenue and $1.76 per share core FFO for Q4 2025, slightly below guidance. The office REIT highlighted a 86.7% year‑end occupancy rate, a $1 billion asset‑sale pipeline, and a 2026 FFO outlook of $6.88‑$7.04...
Blackbaud Q2 2025 Beats Forecast, Citing Strong Nonprofit and Education Software Growth
Blackbaud reported $281 million in organic revenue for Q2 2025, a 6.8% year‑over‑year increase, propelled by higher transaction‑solution sales and expanding AI‑driven features for nonprofits and schools. The company lifted full‑year guidance and highlighted a 40% larger contract‑renewal cohort, underscoring momentum in...
Halliburton CEO Forecasts Early‑Stage Oil Rebound and Near‑Term Drilling Ramp‑Up
Halliburton chief executive Jeff Miller told investors the oil market is in its “early innings,” pointing to a 22% year‑over‑year jump in Latin America revenue and a near‑full booking slate through Q2. The outlook suggests a U.S. drilling ramp‑up as...
Bank OZK Q1 Profit Falls 5% and Misses Earnings Estimate
Bank OZK reported a first‑quarter profit of $159.3 million, a 5.1% decline from a year earlier and below analysts' $1.46 per‑share earnings forecast. The Arkansas‑based regional bank raised its quarterly dividend to 47 cents per share, marking the 63rd consecutive increase.
Veeva Systems Beats Q4 Forecast, Posts $836M Revenue, Highlights Life‑Science SaaS Momentum
Veeva Systems reported Q4 FY2026 revenue of $836 million, topping guidance and pushing full‑year revenue to $3.195 billion. The results were driven by R&D Cloud adoption and expanding Vault CRM, while the company forecast 13% subscription‑revenue growth for FY2027.
Boston Scientific Slashes 2026 Guidance
Boston Scientific reported first‑quarter revenue of $5.2 billion, up 11.6% year‑over‑year, and net income of $1.34 billion, double the prior year. The company trimmed its 2026 sales growth outlook to 7%‑8.5% and adjusted EPS guidance to $3.34‑$3.41, down from the February ranges....