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.
Reliance Inc (RS) Q1 2026 Earnings Call Transcript
Reliance Inc reported a record 4% year‑over‑year increase in tons sold, outpacing the metals service‑center industry by 7 percentage points. Non‑GAAP earnings per diluted share rose 17.5% sequentially to $4.43, while the FIFO gross profit margin ticked up to 30.6%. Operating cash flow of $229 million funded $88 million of capex, $63 million in dividends and $80 million of share repurchases at $265 per share. Management guided Q3 volumes down 1‑3% sequentially but expects year‑over‑year growth and warns of continued margin pressure from tariff uncertainty.
Taylor Morrison Home Corp (TMHC) Q1 2026 Earnings Call Transcript
Taylor Morrison reported 2025 full‑year results with 12,997 homes delivered, generating roughly $7.8 billion in revenue and a 22.5% gross margin, outperforming most peers. The company reduced spec inventory by 24% year‑over‑year and shifted sales mix toward higher‑margin to‑be‑built homes, while...
Meritage Homes Corp (MTH) Q1 2026 Earnings Call Transcript
Meritage Homes reported third‑quarter 2025 results showing a 12% drop in home‑closing revenue to $1.4 billion, driven by lower volume and a 5% decline in average selling price. GAAP diluted EPS fell 48% to $1.39, while adjusted EPS met guidance at...
Amerisafe Inc (AMSF) Q1 2026 Earnings Call Transcript
Amerisafe Inc. posted a 20.5% return on average equity and a 90.6% combined ratio for the quarter, underscoring strong underwriting profitability. Voluntary premiums surged 10.6% while gross written premiums rose 7.2% to $80.3 million, driving a 6.2% increase in net earned...
Crown Castle Inc (CCI) Q1 2026 Earnings Call Transcript
Crown Castle reported a solid first‑quarter performance, delivering 5.1% organic tower revenue growth and a $3 million non‑recurring intercompany billing benefit. The company reaffirmed its 2025 outlook of 4.5% organic tower growth, roughly $2.8 billion adjusted EBITDA and $1.8 billion AFFO, while announcing...
Hexcel Corp (HXL) Q1 2026 Earnings Call Transcript
Hexcel Corp reported Q1 2026 net sales of $346.6 million, up 4.6% year‑over‑year, driven by a $22 million contribution from the UW Solutions acquisition and growth in Services. Adjusted EBITDA margin slipped to 9.9% as higher aluminum costs and tariff expenses...
United Rentals Inc (URI) Q1 2026 Earnings Call Transcript
United Rentals reported a record $4.2 billion total revenue for Q1 2026, driven by a 4.6% rise in rental revenue to $3.6 billion and modest fleet productivity gains. Adjusted EBITDA reached $1.9 billion with a 45.2% margin, though margin compression reflected higher delivery...
GE Vernova Inc (GEV) Q1 2026 Earnings Call Transcript
GE Vernova reported a $150 billion backlog, up more than 25% year‑over‑year, and booked $59 billion of orders, delivering a 2‑to‑1 book‑to‑bill ratio. Revenue reached $38 billion, a 9% increase, while adjusted EBITDA rose 6% to $1.2 billion, expanding the margin to 11.4%. The...
Eastgroup Properties Inc (EGP) Q1 2026 Earnings Call Transcript
Eastgroup Properties reported a robust first quarter, deploying $403 million in acquisitions across 100 properties at a 7.1% weighted cap rate—the highest quarterly volume since 2022. Development activity accelerated with two new projects ($18 million) and nine under construction ($71 million), while disposals...
Pathward Financial Inc (CASH) Q2 2026 Earnings Call Transcript
Pathward Financial reported a 17% jump in net income to $35.2 million and a 28% rise in EPS to $1.57 for Q2 2026. Adjusted net interest margin improved to 5.49%, while total loans increased to $5 billion, led by commercial finance growth. Management...
Kaiser Aluminum Corp (KALU) Q1 2026 Earnings Call Transcript
Kaiser Aluminum reported full‑year 2024 net sales just over $3 billion, with conversion revenue slipping 1% to $1.46 billion amid modest shipment declines. Adjusted operating income was $100 million and adjusted EBITDA rose to $217 million, representing a 14.9% margin and a 60‑basis‑point improvement....
Southwest Airlines Co (LUV) Q1 2026 Earnings Call Transcript
Lakeland Industries reported record Q1 FY2026 net sales of $46.7 million, a 29% year‑over‑year increase driven primarily by a 100% jump in its Fire Services segment, which now accounts for 45% of total revenue. Gross margin compressed sharply to 33.5% from...
Liberty Energy Inc (LBRT) Q1 2026 Earnings Call Transcript
Liberty Energy reported Q1 2026 revenue of $1 billion, a 7% sequential increase, and adjusted EBITDA of $181 million, up 8% from the prior quarter. Net income surged to $71 million, while net debt declined by $46 million, leaving $276 million in total liquidity after...
Lam Research Corp (LRCX) Q3 2026 Earnings Call Transcript
Lam Research reported record 2025 revenue of $20.6 billion, up 27% year‑over‑year, with gross margin at a historic 49.9% and operating margin of 34.1%. Diluted EPS rose 49% to $4.89, and the December quarter delivered $5.34 billion in revenue, marking ten straight...
Kinder Morgan Inc (KMI) Q1 2026 Earnings Call Transcript
Kinder Morgan reported a robust first‑quarter 2026, with adjusted EPS jumping 41% and adjusted EBITDA rising 18% year‑over‑year, driven by record natural‑gas pipeline utilization and higher gathering volumes. The company announced a $500 million acquisition of the Monument pipeline, expanding its...
TE Connectivity PLC (TEL) Q2 2026 Earnings Call Transcript
TE Connectivity reported Q1 FY2026 sales of $4.7 billion, up 22% reported and 15% organically, driven by strong performance in both Industrial and Transportation Solutions. Record orders reached $5.1 billion, delivering a book‑to‑bill ratio of 1.1, while adjusted EPS climbed to $2.72,...
First Merchants Corp (FRME) Q1 2026 Earnings Call Transcript
First Merchants Corp reported record 2025 results, posting $19 billion in assets, $13.8 billion in loans and $15.3 billion in deposits. Net income hit $224.1 million and diluted EPS rose 13.8% to $3.88, while the efficiency ratio improved to 54.5% indicating strong operating leverage....
Boston Scientific Corp (BSX) Q1 2026 Earnings Call Transcript
Boston Scientific reported $20.74 billion in full‑year 2025 operational revenue, a 19% increase, and adjusted EPS of $3.06, up 22% versus guidance. Organic growth hit 15.8% for the year, driven by double‑digit expansion in electrophysiology (73% organic) and the WATCHMAN franchise...
CME Group Inc (CME) Q1 2026 Earnings Call Transcript
Interactive Brokers Group posted record Q1 2026 net revenue, propelled by double‑digit growth across stocks, options and futures. Client cash balances surged 35% to $169 billion and client equity rose 38% to $789 billion, offsetting a 5% market decline. The firm maintained...
Century Communities Inc (CCS) Q1 2026 Earnings Call Transcript
Century Communities posted a record 2,702 net orders in Q4 2025, a 13% sequential increase, and achieved an all‑time 84% mortgage capture rate. Incentive levels surged to 1,300 basis points, pushing average sales price down 5% and compressing GAAP homebuilding...
New Oriental Education & Technology Group Inc (EDU) Q3 2026 Earnings Call Transcript
TAL Education Group reported fiscal Q3 2026 revenue of $861.4 million, a 39.1% year‑over‑year increase, driven by strong enrollment in its Peiyou enrichment programs and expanding learning‑device sales. Gross profit rose 40.8% to $491 million, lifting gross margin to 57.0%,...
Knight-Swift Transportation Holdings Inc (KNX) Q1 2026 Earnings Call Transcript
Knight‑Swift reported a GAAP loss of $0.04 per share in Q1 2026, driven primarily by a $52.9 million non‑cash impairment tied to the integration of the Abilene Motor Express brand into Swift. Adjusted earnings slipped to $0.31 per share as both...
Goosehead Insurance Inc (GSHD) Q1 2026 Earnings Call Transcript
Goosehead Insurance reported Q1 2026 revenue of $93.1 million, up 23% year‑over‑year, and adjusted EBITDA of $24.4 million, a 57% increase with a 26% margin. The company launched Digital Agent 2.0 for homeowners in Texas, expanding its fully digital sales capability, and its...
Westinghouse Air Brake Technologies Corp (WAB) Q1 2026 Earnings Call Transcript
Westinghouse Air Brake Technologies (Wabtec) reported first‑quarter 2020 revenue of $1.9 billion, a 21% year‑over‑year increase driven largely by the GE Transportation merger and higher digital electronics sales. Adjusted earnings per share were $0.97, with an adjusted EBIT margin of 15.7%,...
AT&T Inc (T) Q1 2026 Earnings Call Transcript
AT&T reported a strong 2025 finish, delivering over 1.5 million post‑paid phone adds and more than 1 million fiber net adds, the longest streak for both metrics. The company returned $12 billion to shareholders, a 50% increase year‑over‑year, while guiding free cash flow...
AZZ Inc (AZZ) Q4 2026 Earnings Call Transcript
AZZ Inc reported record Q4 2026 sales of $425.7 million, a 5.5% year‑over‑year increase, led by a 15.7% surge in its Metal Coatings segment. Metal Coatings generated a 30.3% EBITDA margin thanks to large infrastructure projects, while Precoat Metals slipped...
United Airlines Slashes 2026 Forecast as Fuel Costs Surge
United Airlines slashed its 2026 adjusted earnings outlook to $7‑$11 per share, down from $12‑$14, as jet‑fuel prices surged following the Iran conflict. The carrier posted a strong first quarter, delivering $1.19 adjusted EPS and $14.61 billion in revenue, a 10%...
Q1 2026 Earnings Conference Call Recaps: Equifax (EFX)
Equifax reported a 14% year‑over‑year revenue increase in Q1 2026, highlighted by a 38% surge in mortgage‑related revenue. The company’s Work Number (TWN) indicator is gaining market share, helping lenders access early borrower income data across mortgage, auto and personal...
Costco Sets Pace for 30 New Warehouses a Year, Targets Underserved Markets
Costco announced a long‑range plan to open at least 30 new warehouses annually, with 28 slated for 2026, while sealing a $6 million deal for a 170,000‑sq‑ft store in Port St. Lucie, Florida. The rollout balances U.S. fill‑in locations with overseas...
Bank of America Boosts Apple to $325 Target Ahead of Q2 Earnings
Bank of America reaffirmed its Buy rating on Apple, maintaining a $325 price target that implies a 23.4% upside from the current $263.40 share price. The note highlights the M5 chip family as a catalyst and projects revenue of $465.6 billion...
Atos Group Posts Q1 2026 Results, CEO Confirms Narrowed Organic Growth Target
Atos Group announced Q1 2026 revenue of €7.2 billion (≈$7.8 billion) and confirmed a tighter full‑year organic growth range. CEO Philippe Salle highlighted progress on the Genesis transformation plan, new AI‑focused studios and a threat research centre as the firm navigates a...
UnitedHealth Q1 '26 Earnings: Wall Street Is in Love Again
UnitedHealth Group posted Q1 2026 revenue of $111.7 billion and adjusted earnings per share of $7.23, beating the $6.57 consensus by 11%. The company raised its full‑year adjusted EPS guidance to over $18.25 per share and saw its stock jump about 9%...
JPMorgan Chase Q1 Earnings Prompt Analyst Scrutiny on Growth, Margins
JPMorgan Chase reported first‑quarter 2026 results, lifting its share price to $317.65 from $313.68. While revenue rose on strong market‑division activity, analysts used the call to press management on growth sustainability, margin pressure and upcoming regulatory capital changes.
Meta Shares Slip 1.7% Ahead of Q1 Earnings as $135 B AI Spend Draws Scrutiny
Meta Platforms' shares dropped 1.71% to $676.79 on Monday, reflecting investor anxiety over a $115‑$135 billion AI‑focused capital spend. The dip comes ahead of the company's Q1 earnings call, where CEO Mark Zuckerberg and CFO Susan Li will field questions on...
Netflix Beats Q1 2026 Earnings but Shares Drop on Weak Guidance
Netflix posted Q1 2026 revenue that topped estimates, buoyed by price hikes and ad‑supported growth, but its Q2 guidance fell short of analyst forecasts. The miss, combined with co‑founder Reed Hastings’ upcoming board departure, pushed the shares down almost 10%...
GE Aerospace Q1 2026 Earnings: Conflict in the Middle East Overshadows Strong Start to 2026
GE Aerospace reported a robust start to 2026, posting $9.5 billion in revenue and GAAP earnings per share of $1.12, both above analyst expectations. Engine deliveries climbed 12% to 450 units, and the order backlog expanded to $70 billion, bolstered by defense...
Cleveland-Cliffs Q1 2026 Earnings Surge on Higher Iron‑Ore Prices, EBITDA Hits $95M
Cleveland-Cliffs posted adjusted EBITDA of $95 million for Q1 2026, a $274 million YoY rise, driven by a $68‑per‑ton price increase and higher shipments. The company flagged an $80 million energy‑cost hit, a 40% Canadian price discount and a $425 million asset‑sale target for the...
YY Group Posts 39% Revenue Growth, Targets $103M-$110M FY2026 and Profitability
YY Group Holding Limited announced unaudited 2025 results showing a 39.3% revenue jump to $57.2 million and a gross‑profit margin rise to 13.8%. The company set FY2026 revenue guidance of $103‑$110 million and said it expects non‑IFRS net profitability next year.
Tech and Healthcare Giants Post Strong Q1 Beats, Stocks Surge
$AAPL Apple — 팀 쿡 9월 1일 CEO 사임 발표 이후 시간외 약세. 팀 쿡은 Executive Chairman 역할 이동, 하드웨어 엔지니어링 총괄 존 터너스 후임 CEO 선임. $AMZN Amazon — Anthropic 대상 최대 250억달러 투자 확대 발표 이후 3% 상승. Anthropic도...
ServiceNow and Tesla Set to Report Earnings Amid AI Growth and Inventory Concerns
ServiceNow and Tesla are slated to release their first‑quarter earnings after the market closes on Wednesday, April 22. ServiceNow will showcase AI‑driven subscription growth, while Tesla faces a 12% inventory buildup and seeks to highlight its expanding energy business.
Dynex Capital Posts $140 M Q1 Loss but Grows Capital Base by $442 M
Dynex Capital announced a $140 million net loss for the first quarter of 2026, while expanding its capital base by $442 million and increasing its investment portfolio by $6 billion. The REIT’s adjusted leverage rose to 8.6 times, and a conference call is scheduled...
Hanmi Financial Corp (HAFC) Q1 2026 Earnings Call Transcript
Hanmi Financial reported Q1 2026 net income of $83 million, delivering a 33% year‑over‑year increase in diluted EPS to $1.52. Net interest margin rose to 3.53%, up 61 basis points from a year ago, while loan and deposit balances grew at...
Quest Diagnostics Inc (DGX) Q1 2026 Earnings Call Transcript
Quest Diagnostics reported Q1 2026 revenue of $2.81 billion, a 7.1% year‑over‑year increase, driven by strong physician, hospital and consumer channels. Advanced diagnostics and the questhealth.com platform delivered double‑digit growth, with the consumer platform reaching a $100 million run rate. Strategic collaborations,...
United Airlines Holdings Inc (UAL) Q1 2026 Earnings Call Transcript
United Airlines reported Q1 2026 revenue of $15.4 billion, a 4.8% year‑over‑year increase driven by a 6.5% rise in capacity. Premium cabin revenue surged 12% while main‑cabin revenue grew only 1% despite higher seat supply. Quarterly EPS hit $3.10 and full‑year...
WesBanco Inc (WSBC) Q1 2026 Earnings Call Transcript
WesBanco reported net income of $81 million and diluted EPS of $0.84 for Q1 2026, an 18% year‑over‑year increase. Total assets rose 48% to $27.7 billion after the Premier Financial acquisition, boosting loan balances by 52% and deposits by 53% to $21.7 billion....
General Electric Co (GE) Q1 2026 Earnings Call Transcript
Emerson Electric reported a strong Q1 2026, with underlying orders rising 9% and a backlog of $7.9 billion, supporting its 2026 guidance for mid‑single‑digit sales growth. Adjusted segment EBITDA margin hit 27.7%, beating expectations, while adjusted EPS climbed 6% to $1.46...
Bridgewater Bancshares Inc (BWB) Q1 2026 Earnings Call Transcript
Bridgewater Bancshares reported a solid quarter, with net interest margin expanding 11 basis points to 2.62% as loan repricing outpaced stabilizing deposit costs. Loan balances grew at a 12.5% annualized rate, beating the company’s full‑year growth target, while core deposits...
RTX Corp (RTX) Q1 2026 Earnings Call Transcript
RTX Corp reported a solid first‑quarter performance, delivering 8% organic sales growth to $20.3 billion and an 18% rise in segment operating profit to $2.5 billion, driven by strong commercial aftermarket and defense mix. Adjusted earnings per share climbed 10% to $1.47,...
Manhattan Associates Inc (MANH) Q1 2026 Earnings Call Transcript
Eastern Bank reported a strong Q1 2026 performance, with operating earnings climbing 28% quarter‑over‑quarter to $94.7 million and net income of $99.5 million. The HarborOne merger boosted net interest income by $37.2 million and lifted the net interest margin 14 basis points to...
Danaher Corp (DHR) Q1 2026 Earnings Call Transcript
Danaher Corp reported Q1 2026 revenue of $68.9 million, a 22% drop year‑over‑year, driven primarily by program conversions to small‑business set‑aside contracts such as CMOP and Head Start. Adjusted EBITDA fell to $6.5 million, but the sequential EBITDA margin improved...