Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, a 15% increase year‑over‑year, and a backlog of $11.4 billion boosted by its recent ANSYS acquisition. The company announced a strategic $2 billion equity investment from Nvidia and said Q4 revenue hit $2.25 billion, meeting guidance, while non‑GAAP operating margin rose to 37.3% and EPS topped forecasts.
Atlantic International Corp (ATLN) Q4 2025 Earnings Call Transcript
Atlanticus Holdings (ATLC) completed the Mercury Financial acquisition, doubling its balance sheet to $7.0 billion and adding 1.3 million customers. Diluted earnings per share rose 23% in Q4 and 25% for the full year, while revenue surged 27% YoY. Managed receivables grew 37% excluding Mercury, and new account originations jumped 73% to over 2.2 million. The company ends 2025 with over $600 million in unrestricted cash and nearly $1 billion of undrawn warehouse lines, positioning it for continued scale‑driven growth.
Winmark Corp (WINA) Q1 2026 Earnings Call Transcript
Fastenal reported a 12.4% daily sales increase in Q1 2026, lifting the daily run rate to $34.9 million for the third straight double‑digit quarter. Contract volume rose 8% to over 3,600 agreements, with 75% of sales now coming from contract customers,...
Ryvyl Inc (RVYL) Q4 2025 Earnings Call Transcript
Red Violet Inc. posted a record Q4 2025, with revenue climbing 20% to $23.4 million and adjusted EBITDA surging 33% to $5.9 million, delivering a 25% margin. The IDI platform now serves 10,022 billable customers and the FOREWARN app reached 390,018 users,...
Progressive Corp (PGR) Q1 2026 Earnings Call Transcript
Progress Software Corp reported fiscal 2025 revenue of $978 million, a 30% year‑over‑year increase driven largely by the full‑year contribution of its ShareFile acquisition. Earnings per share rose 16% to $5.72, while annual recurring revenue reached $852 million, representing 87%...
CERo Therapeutics Holdings Inc (CERO) Q4 2025 Earnings Call Transcript
CorMedix reported fourth‑quarter 2025 revenue of $128.6 million, led by DEFENCATH ($91.2 million) and the first full‑quarter contribution from the Melinta portfolio ($37.4 million). On a pro‑forma basis the company generated $401.3 million for the full year, with DEFENCATH net sales reaching $258.8 million. Operating...
Great Southern Bancorp Inc (GSBC) Q1 2026 Earnings Call Transcript
Great Southern Bancorp reported Q4 2025 results on Jan. 22, 2026, showing net income of $16.3 million, a 9.4% year‑over‑year increase, and earnings per share of $1.45. Net interest margin expanded to 3.70% despite a 0.7% dip in net interest...
Q1 2026 Earnings Conference Call Recaps: Goldman Sachs (GS)
Goldman Sachs reported a 19.8% return on equity for Q1 2026, buoyed by heightened client engagement as market volatility surged late in the quarter. Trading and financing activity grew as investors repositioned amid geopolitical tension, AI disruption concerns, and volatile energy...
Goldman Sachs Posts $17.55 EPS Beat as Equity Trading Surges, Fixed‑Income Drag Hits Shares
Goldman Sachs posted first‑quarter earnings per share of $17.55, beating the $16.49 consensus, driven by record equity‑trading revenue and robust investment‑banking fees. A 10% decline in its fixed‑income, currencies and commodities division and a near‑4% share drop underscored lingering market...
Tonies SE Posts 44% EBITDA Rise and 31% Revenue Surge, Forecasts Higher FY26 Margins
Tonies SE announced FY25 adjusted EBITDA of €48.3 million, a 44% jump from the prior year, and revenue of €630.3 million, up 31.2%. The company also projected an improved adjusted EBITDA margin and higher revenue for FY26, sending its XETRA stock 2.2%...
Sify Posts 17% YoY Revenue Rise in Q2 2025, CFO Warns on Depreciation and IPO Timing
Sify Technologies announced a 17% year‑over‑year revenue increase to INR 10,275 million ($124 million) in Q2 2025. CFO M.P. Vijay Kumar cautioned that depreciation and interest expenses will rise as new data‑centre capacity comes online, and said the company’s data‑centre subsidiary IPO will be...
Mothercare FY26 Sales Fall 22% as Adjusted EBITDA Slumps, Shares Dive 15%
Mothercare plc announced a 22% year‑over‑year decline in FY26 global retail sales to £180 million (≈$225 million) and warned of a sharply lower adjusted EBITDA. The earnings miss triggered a roughly 15% slide in the stock on the London Stock Exchange.
BlackRock Posts $6.7 B Q1 Revenue, $130 B Net Inflows, Lifts Large‑Cap Sentiment
BlackRock announced first‑quarter 2026 revenue of $6.7 billion, a 27% year‑over‑year rise, driven by $130 billion of net inflows and strong fee growth. The results, highlighted by a 31% jump in operating income and EPS of $12.53, signal continued client consolidation around...
AstroNova Posts 5.6% Revenue Drop in Q4 2025, CFO Flags Higher Expenses and Goodwill Hit
AstroNova (ALOT) posted net revenue of $37.4 million for Q4 2025, a 5.6% year‑over‑year decline, while CFO Tom DeByle highlighted a $13.4 million goodwill impairment and rising operating costs. The company issued FY 2026 guidance of $160‑$165 million revenue and an adjusted EBITDA margin of...
Pool Corp Posts $1.4B Q3 Sales, 3% Decline, EPS $3.27 as Discretionary Pool Demand Weakens
Pool Corp (NYSE: POOL) posted third‑quarter 2024 results showing $1.4 billion in sales, a 3% decline versus a year ago, and diluted EPS of $3.27, down 7%. The company kept its full‑year EPS guidance, highlighted margin stability, and warned that weak...
CarMax, Inc. (KMX) Q4 2026 Earnings Call Transcript
CarMax, Inc. convened its fiscal 2026 fourth‑quarter earnings call on April 14, 2026, featuring CEO Keith Barr, CFO Enrique Mayor‑Mora, interim chair Tom Folliard and other senior leaders. The call opened with standard safe‑harbor disclosures and introduced the executive team that will...
Clearwater (CWAN) Q3 2025 Earnings Call Transcript
Clearwater Analytics reported Q3 2025 non‑GAAP revenue of $205.1 million, a 77% year‑over‑year increase, and ARR of $807.5 million, also up 77%. Adjusted EBITDA rose to $70.7 million, lifting the margin to 34.5% despite integrating lower‑margin Enfusion, Beacon and Bistro businesses. Gross revenue retention...
Western Digital (WDC) Q1 2026 Earnings Transcript
Western Digital posted Q1 FY2026 revenue of $2.8 billion, a 27% year‑over‑year rise, propelled by strong cloud and hyperscale hard‑drive demand. Gross margin expanded to 43.9% non‑GAAP, and exabyte shipments climbed 23% to 204 EB, highlighted by 2.2 million ePMR drives. Management accelerated...
JPMorgan Q1 2026 Earnings Call Transcript
JPMorgan Chase reported Q1 2026 net income of $16.5 billion and revenue of $50.5 billion, a 10% year‑over‑year increase driven by markets, asset‑management and investment‑banking fees. The bank’s CET1 ratio slipped to 14.3% as risk‑weighted assets rose $60 billion, while expenses climbed 14%...
Becton Dickinson (BDX) Q4 2024 Earnings Transcript
Becton, Dickinson (BD) reported a 7.4% revenue increase in Q4 2024, with organic growth of 6.2% and an adjusted operating margin that rose 120 basis points to 26.6%. Adjusted diluted EPS jumped 11.4% to $3.81, while free cash flow surged...
Earnings Preview: Did Netflix Get the Last Laugh on Warner Bros.?
Netflix walked away from the Warner Bros. Discovery deal, pocketing a $2.8 billion break‑up fee and then raised U.S. subscription prices in March. The streamer is using the cash to fund new content, a kids‑games app, and to double‑down on its...
LVMH Q1 Revenue Falls 5% to $20.6B Amid Middle East Conflict
LVMH Moët Hennessy Louis Vuitton posted first‑quarter 2026 revenue of €19.121 billion ($20.6 billion), a 5.9% decline from the same period last year, after the Middle East conflict curbed demand for its high‑end fashion and leather goods. The dip underscores the vulnerability...
Health In Tech Q2 2025 Revenue Jumps 86% to $9.3 M, Profitability Improves
Health In Tech (HIT) posted Q2 2025 revenue of $9.3 million, an 86% year‑over‑year increase, while adjusted EBITDA rose 134% to $1.6 million. The company expanded its distribution network to 778 partners and reported stronger operating margins, underscoring a fast‑track scaling strategy...
Goldman Sachs Posts Record Q1 Revenue and Earnings, Shares Edge Higher
Goldman Sachs posted $17.2 billion in net revenue and $5.6 billion in net earnings for Q1 2026, the second‑highest figures in its history. The bank’s advisory revenue surged 89% year‑over‑year, and it returned $6.4 billion to shareholders, while its stock ticked up about 1.8%...
Goldman Sachs Has the Top Rank Among the S&P 500 by This Remarkable Statistic
Goldman Sachs reported Q1 earnings that beat expectations, but its stock slipped 3% as investors priced in a forward P/E of 14.8, above the banking sector average. The bank raised its quarterly dividend to $4.50, delivering a 1.98% yield and...
Urban One Q3 Revenue Falls 16% to $92.7 Million Amid Radio, Digital Declines
Urban One reported Q3 2025 net revenue of $92.7 million, a 16% decline from the prior year, driven by double‑digit falls in radio, digital and cable. The company swung to a modest $2.5 million operating profit and cut its full‑year EBITDA guidance,...
InMode Sets Q1 2026 Revenue Forecast at $81.5‑$81.7M, Reaffirms $365‑$375M Full‑Year Target
InMode Ltd. said it expects first‑quarter 2026 revenue of $81.5‑$81.7 million and reiterated its full‑year 2026 revenue outlook of $365‑$375 million. The company will discuss the results on a conference call on May 6, 2026, at 8:30 a.m. Eastern Time.
Wells Fargo & Co (WFC) Q1 2026 Earnings Call Transcript
Wells Fargo reported Q1 2022 net income of $3.7 billion, or $0.88 per share, aided by a $1.1 billion reduction in the allowance for credit losses. Loan balances grew 6% year‑over‑year, driving a 5% rise in net interest income despite fewer days...
IP Strategy Holdings Inc (IPST) Q4 2025 Earnings Call Transcript
Greystone Housing Impact Investors LP reported a GAAP net loss of $2.6 million for Q4 2025, largely due to a $7.4 million proportionate share of losses from non‑vantage joint‑venture equity investments. The partnership’s unit price closed at $5.87, reflecting a...
JPMorgan Chase & Co (JPM) Q1 2026 Earnings Call Transcript
Raymond James Financial reported a record $3.7 billion in net revenue for Q1 2026, driven by strong Private Client Group growth and a surge in securities‑based lending. Adjusted earnings per share rose to $2.86, while pretax margin reached 20% and return on...
Johnson & Johnson (JNJ) Q1 2026 Earnings Call Transcript
Johnson & Johnson reported $24.6 billion in worldwide sales for the first quarter, a 7.1% operational increase, and closed 2025 with $94.2 billion in revenue, up 5.3% year‑over‑year. Adjusted diluted EPS rose to $2.46, a 20.6% gain, while free cash flow reached...
Albertsons Companies Inc (ACI) Q4 2026 Earnings Call Transcript
Walmart reported a 4.9% constant‑currency revenue increase in Q4, driven by a 24% surge in global eCommerce. Adjusted operating income rose 10.5%, outpacing sales growth and highlighting the strength of higher‑margin advertising and membership businesses. Fast‑delivery capabilities expanded, with 35%...
Carmax Inc (KMX) Q4 2026 Earnings Call Transcript
CarMax reported Q4 2026 total sales of $5.8 billion, a 6.9% decline driven by lower unit volumes and a shift toward older, higher‑mileage vehicles. Retail used‑car margins fell 11% and wholesale margins dropped 17% amid steep depreciation and reduced wholesale pricing....
Creative Realities Inc (CREX) Q4 2025 Earnings Call Transcript
Creative Realities Inc. reported a Q4 2025 revenue of $23.9 million, more than double the prior year, largely driven by the recent CDM acquisition which contributed $13.6 million. Adjusted EBITDA surged to $5.2 million and gross margin improved to 47.9%, reflecting higher‑margin services...
Equity Bancshares Inc (EQBK) Q1 2026 Earnings Call Transcript
Equity Bancshares reported a strong Q1 2026, finishing the quarter with $6.4 billion in assets—a 21% increase driven largely by the $1.4 billion Frontier merger. Net income rose to $22.1 million, or $1.15 per diluted share, while adjusted earnings reached $23.3 million. Net interest...
Legato Merger Corp III (LEGT) Q1 2026 Earnings Call Transcript
Legend Biotech reported a 66% year‑over‑year jump in CARVYKTI net trade sales to $555 million, driving total revenue to $306 million and narrowing the operating loss to $20 million. Gross margins held at 61% while manufacturing capacity reached 10,000 doses with a 97%...
Gloo Holdings Inc (GLOO) Q4 2025 Earnings Call Transcript
Glaukos Corp reported a record fourth‑quarter net sales of $143.1 million, a 36% year‑over‑year increase, and full‑year 2025 sales of $507.4 million, surpassing $500 million for the first time. Growth was powered by the iDose TR glaucoma franchise, which generated $45 million in Q4 and...
Destiny Media Technologies Inc (DSNY) Q2 2026 Earnings Call Transcript
Waystar Holding Corp. reported Q4 2025 revenue of $304 million, up 24% year‑over‑year, with subscription revenue representing 55% of the total and growing 38% YoY. Adjusted EBITDA rose 29% to $129 million, delivering a 42.5% margin, while net revenue retention hit 112%...
Surgepays Inc (SURG) Q4 2025 Earnings Call Transcript
SurgePays Inc. posted a Q4 2025 revenue of $18.7 million, a 292% year‑over‑year increase driven by rapid expansion of its Lifeline‑subsidized MVNO, prepaid Point‑of‑Sale services and new wholesale partnerships. Subscriber counts surged to over 125,000 Lifeline users and 95,000 active LinkUp...
Bitmine Immersion Technologies Inc (BMNR) Q2 2026 Earnings Call Transcript
Bitdeer Technologies Group reported Q2 2026 revenue of $224.8 million, up 226% year‑over‑year, driven by a surge in self‑mining hash rate and SealMiner sales. Gross margin fell sharply to 4.7% as Bitcoin prices slipped, electricity costs rose and depreciation accelerated. Adjusted EBITDA...
TH International Ltd (THCH) Q4 2025 Earnings Call Transcript
Gentherm reported record automotive new‑business awards of $2.2 billion, including $485 million in Q4, while revenue rose 2.9% to $1.5 billion. Adjusted EBITDA fell to $175 million (11.7% margin) as material costs and footprint realignment weighed on profitability. The company outlined 2026 guidance of...
Gloo Holdings Inc (GLOO) Q4 2026 Earnings Call Transcript
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year‑over‑year. Non‑GAAP operating margin expanded to 17%, up 680 basis points, while adjusted free cash flow rose 83% to $220 million. The company launched...
Eldorado Gold Schedules Q1 2026 Earnings Call for May 1
Eldorado Gold Corporation announced it will publish its first‑quarter 2026 financial and operational results after the market closes on April 30, 2026, and will hold a conference call on May 1 at 11:30 AM ET. The call will be streamed live...
Citigroup Braces for Q1 Earnings Amid Analyst Revenue Miss Concerns
Citigroup is set to release its first‑quarter earnings, and analysts flagged a risk that revenue could fall short of consensus. The outlook adds pressure to a large‑cap banking segment already navigating higher credit costs and volatile interest rates.
Charts Reveal Which Banks Will Lead Earnings Season
📈Banks kick-off earnings season this week, what are the charts saying about who is poised to outperform? @CarterBWorth joined Dan Nathan & @GuyAdami on MRKT Call to break it all down $BKX $C $BAC $JPM https://t.co/pR2yVXQsON
Fastenal Posts Q1 2026 Revenue of $2.20 B, Net Income Up 13.8% to $339.8 M
Fastenal announced first‑quarter 2026 net sales of $2.201 billion, up 12.4% year‑over‑year, and net income of $339.8 million, a 13.8% increase. Operating margin improved to 20.3% and the company returned $295.7 million to shareholders via dividends and buybacks.
Nvidia’s AI Chip Empire Fuels Bullish Technical Outlook for NVDA
Nvidia reported a 73% revenue surge to $68 billion and analysts project a 77% increase for the next quarter, reinforcing a bullish technical stance on its shares. The company’s CUDA platform, installed on more than 100 million devices and powering 75% of...
Oklo Inc. Eyes Upcoming Earnings as Analysts Flag Buy Opportunity Amid $10 Trillion Nuclear Surge
Oklo Inc. will release its next quarterly earnings early next month, and analysts argue the filing could spark a buying wave. The company, valued at under $9 billion, is positioned to capture a slice of a $10 trillion nuclear renaissance driven by...
Occidental Petroleum's May 6 Earnings Call Spurs Buy Recommendations After $9.7B OxyChem Sale
Occidental Petroleum will host its Q1 earnings conference call on May 6, with analysts forecasting $0.70 adjusted EPS and highlighting a recent $9.7 billion OxyChem divestiture. The outlook has prompted several buy recommendations even as oil‑price volatility and Middle‑East tensions loom.
Delta's Earnings Trigger Four S&P 500 Signals Tied to Fuel Costs and Consumer Demand
Delta Air Lines posted a stronger‑than‑expected first‑quarter earnings report, prompting analysts to flag four S&P 500 signals: rising gasoline prices, a cost squeeze on consumer staples, Procter & Gamble's volume imperative, and potential volatility across the index. The moves underscore...
Lexaria Bioscience Corp (LEXX) Q2 2026 Earnings Call Transcript
Lexaria Bioscience Corp (LEXX) reported a Q2 2026 net loss of $178.9 million, primarily from $164.5 million of unrealized Solana losses as the token fell 40% during the quarter. Revenue rose to $8.1 million, more than doubling year‑over‑year, driven by its newly launched digital‑asset...