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.
FB Financial Corp (FBK) Q1 2026 Earnings Call Transcript
FB Financial Corp reported first‑quarter earnings of $0.84 EPS (adjusted $0.85) and net income of $39.4 million (adjusted $40.1 million). Net interest margin expanded to 3.55%, up five basis points sequentially, while loan balances grew 7.1% annualized to $9.8 billion, driven by commercial & industrial and owner‑occupied CRE lending. Capital ratios remained robust, with a preliminary CET1 of 12.8% and total risk‑based capital of 15.2%, and the company repurchased $10 million of stock. Management reaffirmed its merger timeline with Southern States Banc for Q3 2025 and maintained its NIM outlook through 2025.
Goldman Sachs Group Inc (GS) Q1 2026 Earnings Call Transcript
StoneX Group reported record Q1 fiscal 2026 results, posting net income of $139 million, a 63% year‑over‑year increase, and operating revenues of $1.4 billion, up 52%. The surge was powered by the integration of R.J. O’Brien and Benchmark, which contributed $28.5 million and...
Fastenal Co (FAST) Q1 2026 Earnings Call Transcript
Fastenal posted modest top‑line growth in Q1 2025, with sales rising 3.4% year‑over‑year and daily sales up 5%. Operating margin slipped to 20.1% and gross margin to 45.1%, while earnings per share held steady at $0.52. The company launched pricing...
Envirotech Vehicles Inc (EVTV) Q4 2025 Earnings Call Transcript
EVgo reported a strong fourth quarter and full‑year 2025, delivering $384 million in revenue, a 50% year‑over‑year increase, and achieving adjusted EBITDA breakeven for the first time with $12 million for the year. The company expanded its network to 5,100 stalls, boosting...
Broadcom Posts Record $19.3B Q1 Revenue as AI Chip Sales More Than Double
Broadcom announced a record $19.3 billion first‑quarter revenue, driven by AI semiconductor sales that jumped 106% year over year to $8.4 billion. The earnings surge underpinned a $10 billion share‑repurchase program and reinforced the chipmaker’s 14‑year dividend‑growth streak.
EMCOR Group Posts $4.51B FY25 Q4 Revenue, Beats Guidance on Data‑Center Demand
EMCOR Group posted fourth‑quarter FY25 revenue of $4.51 billion, exceeding analyst guidance and pushing the share price to $802. The beat was driven by strong demand for data‑center construction and broader infrastructure projects, even as the company signals slower long‑term growth.
Micron Posts Record Q2 Earnings as AI Memory Demand Sparks Price Surge
Micron Technology reported fiscal second‑quarter revenue that almost tripled year‑over‑year, driven by soaring AI‑related memory prices. The company forecast another record quarter for Q3, sending its shares higher and prompting analysts to project a 65% upside over the next 12...
MTY Food Group Beats EPS but Misses Revenue, Shares Slip 0.8%
MTY Food Group reported adjusted earnings per share of $0.98, crushing the $0.795 consensus, yet revenue slipped 5% to $267.77 million, missing the $282 million whisper. The earnings beat failed to lift the stock, which closed down 0.79% at $40.41, as investors...
Mercedes‑Benz Group Sets April 13 Pre‑Close Call for Q1 2026 Earnings
Mercedes‑Benz Group announced a pre‑close conference call for analysts and investors on April 13, 2026. The call will recap publicly available information and key developments from the first quarter of 2026. Executives including Chairman Ola Källenius and Supervisory Board Chair...
Pfizer's Oncology Portfolio Targets Growth Ahead of May 5 Earnings
Pfizer is positioning its cancer drug portfolio for a rebound in the first quarter, with sales of Xtandi, Lorbrena and the Braftovi‑Mektovi combo expected to offset declines in Ibrance and Inlyta. The company will update investors on late‑stage candidates and...
Software Stocks Plunge Over 24% in Q1 2026 as Weak Earnings Trigger Historic Sell‑off
Software shares tumbled more than 24% in Q1 2026, marking the sector's deepest quarterly drop on record. The slide follows disappointing earnings and guidance from major vendors, while Goldman Sachs argues the sell‑off is overly broad and highlights four mid‑cap...
Nike Q3 Earnings Show Flat Sales, Profit Drop and an 8% Stock Slide
Nike reported third‑quarter revenue of $11.3 billion, flat year‑over‑year, while net income slumped 35% to $520 million. The results triggered an 8% drop in the stock, even though earnings per share beat analysts’ forecasts. The mixed performance highlights a pivot back to...
Metlen Energy & Metals Posts Record €7 Bn Revenue, Flags MPP Division Headwinds in Q4 2025 Call
Metlen Energy & Metals PLC announced a 25% rise in 2025 revenue, topping €7 bn (≈$7.6 bn) during its Q4 earnings call on April 9, 2026. The company warned that EBITDA and earnings per share remain under pressure due to challenges in...
China Auto Systems Posts 19.9% Q1 Sales Rise, EPS up 54%
China Auto Systems released its Q1 2025 earnings call transcript, reporting net sales of $157.1 million, a 19.9% year‑over‑year increase. Growth was led by electric power steering systems, which rose 54%, while North American sales fell 10.3%. The results reflect a...
Blue Bird Corp Posts Record $398 M Q3 Revenue, Beats Expectations
Blue Bird Corp announced a new quarterly revenue record of $398 million for Q3 2025, a 20% jump from the prior year, and a record adjusted EBITDA of $58 million. The results pushed the company to raise its full‑year guidance and underscored...
OpenText Projects $1.28 B Q3 FY26 Revenue and Sets May 7 Earnings Call
OpenText Corp. filed a Form 8‑K on April 10, 2026, previewing third‑quarter fiscal‑year‑2026 revenue of roughly $1.28 billion. The company also confirmed that it will host its earnings call on Thursday, May 7, 2026, giving investors a timeline for detailed results.
Iridium Communications Posts 10% EBITDA Rise and Consistent Revenue Gains Through Q3 2025
Iridium Communications (IRDM) posted a 10% jump in operational EBITDA to $136.6 million in its Q3 2025 earnings call, while service revenue climbed 4% to $138.3 million. The company’s consistent quarterly improvements from Q4 2024 through Q3 2025 underscore a resilient satellite‑services business and a...
TD SYNNEX Guides Upbeat Q2 2026 Outlook, Forecasts Double‑Digit Revenue Growth
TD SYNNEX reported Q2 2026 earnings that beat consensus, posting $4.73 earnings per share on $17.16 billion of revenue, an 18.1% year‑over‑year increase. The distributor then issued upbeat guidance that expects double‑digit revenue growth for the full year, lifting analyst sentiment...
ClearSign Technologies Corporation (NASDAQ:CLIR) Q4 2025 Earnings Call Transcript
ClearSign Technologies reported Q4 2025 earnings that beat expectations, posting EPS of $0.01 versus a consensus of -$0.30. Quarterly revenue surged to $3.7 million, a six‑fold increase from the prior year, while full‑year revenue grew 44% to $5.2 million. The boost was...
FGI Industries Ltd. (NASDAQ:FGI) Q4 2025 Earnings Call Transcript
FGI Industries reported Q4 2025 revenue of $30.5 million, a 14.4% decline year‑over‑year, while gross margin improved to 26.7% after a 210‑basis‑point gain. GAAP operating loss narrowed to $0.7 million, but net loss widened to $2.6 million due to one‑off tax and IPO‑related...
TSMC Q1 2026 Revenue Jumps 35% to $35.7B on AI Chip Demand
Taiwan Semiconductor Manufacturing Co reported first‑quarter 2026 revenue of $35.7 billion, a 35% year‑over‑year increase that topped analyst estimates. The surge, driven by AI‑related chip orders, sparked a 2.3% rise in the stock and reinforced TSMC’s role as a bellwether for...
Salesforce Shares Slip 3.4% as Earnings Beat Meets Cautious Outlook
Salesforce (CRM) fell 3.4% to $164.99 in mid‑day trading after reporting earnings that beat estimates but included a muted outlook. The move pressured the broader tech‑heavy S&P 500 and Nasdaq, highlighting investor sensitivity to guidance even when top‑line results exceed...
Blue Owl Capital Q1 2025 Earnings Reveal 10% ROE, $200M Share Repurchase and NAV Dip
Blue Owl Capital reported a 10.2% return on equity and adjusted net investment income of $0.36‑$0.39 per share for Q1 2025, while authorizing a $200 million open‑market buyback. The results were shaped by lower non‑recurring income, modest NAV erosion and a...
Simply Good Foods Posts 15% Sales Jump as OWYN Adds $33.8M in Q2 2025
Simply Good Foods (SMPL) posted $359.7 million in net sales for Q2 2025, a 15.2% increase year‑over‑year, powered by the first full‑year contribution from its OWYN acquisition ($33.8 million). The company flagged lower gross margin, tariff headwinds and a sharp decline in its...
Simulations Plus Posts 8% Q2 Revenue Rise, Raises FY2026 Outlook Amid AI Partnerships
Simulations Plus (SLP) posted Q2 2026 revenue of $24.3 million, up 8% year‑over‑year, and lifted its full‑year revenue guidance to $79‑$82 million. The biotech‑software firm highlighted strategic AI collaborations with three large pharmaceutical companies, while trimming its FY2026 EPS outlook due to...
Lotus Tech Secures $23 Million Equity Investment and Posts 9% Gross Margin in Q4 2025
Lotus Technology announced a $23 million strategic equity investment from eCarX and posted a 9% full‑year gross margin, boosted by a 43% inventory reduction. The Chinese EV maker also expanded its global dealer network to 211 outlets while navigating tariff pressures...
Richardson Electronics COO Drives 3% Sales Rise, Boosts Stock 14%
Richardson Electronics' chief operating officer Wendy Diddell steered a 3.1% increase in quarterly net sales to $55.5 million and an 11.4% jump in backlog to $151.2 million. The results helped flip operating income to $1.5 million and sparked a 14% pre‑market rally in...
SuperCom Posts 134% Revenue Surge to $27.6 M, First Full‑Year GAAP Profit Since 2015
SuperCom (SPCB) announced a 134% jump in annual revenue to $27.6 million and its first full‑year GAAP net income since 2015 during its Q4 2024 earnings call. The results were powered by a surge in IoT sales, a wave of U.S....
Applied Digital Posts 139% Revenue Jump to $126.6 M in Q3 2026 Earnings Call
Applied Digital Corp. announced total Q3 2026 revenue of $126.6 million, up 139% from the prior quarter, driven by a full‑quarter of lease revenue from its 100‑MW HPC facility. The company also highlighted $16 billion of contracted lease revenue and a $2.15 billion...
CrowdStrike's Identity Security Hits $520M ARR, 34% YoY Growth in FY2026 Q4
CrowdStrike announced that its Next‑Gen Identity business closed fiscal 2026 with over $520 million in annual recurring revenue, growing 34% year over year and surpassing the company's 24% overall ARR growth. The surge underscores a strategic pivot toward identity protection amid...
MercadoLibre Boosts AI Spending as Revenue Jumps 47% YoY
MercadoLibre said its AI investments are accelerating revenue, delivering a 47% year‑over‑year Q4 growth on a constant‑currency basis. The e‑commerce leader is expanding AI across logistics, payments and seller tools while grappling with short‑term margin pressure and a 35% stock...
Fagron Posts 10% Q1 Revenue Rise and Sets Mid‑Single‑Digit FY26 Growth Target
Fagron N.V. announced first‑quarter 2026 revenue of €263.4 million, up 10.3% year‑on‑year, and forecast FY26 organic sales growth of mid‑to‑high single digits with a 20% REBITDA margin. The growth was powered by a 39% surge in Latin America and the recent...
Evotec Posts 7% Revenue Drop but Secures $650M Sandoz Deal and Phase II Pipeline Gains
Evotec SE posted third‑quarter 2025 revenue of €535.1 million, a 7% decline, while unveiling a strategic sale of its Just‑Evotec Biologics site to Sandoz valued at over $650 million. The company also highlighted cost‑out progress and the advancement of two drug candidates...
Ford Asks Aluminum Tariff Relief After Novelis Fire Disrupts F‑150 Output
Ford Motor Co. has formally asked the U.S. administration for relief from the 50% ad valorem aluminum tariff after a September blaze at Novelis' Oswego, New York plant knocked out aluminum sheets needed for the F‑150. The outage threatens $1.5‑$2 billion...
First Bancshares Inc (Missouri) (FBSI) Q1 2026 Earnings Call Transcript
First Bancshares reported a record $1 billion in annual revenue and $345 million net income for 2025, highlighted by a $87 million Q1 profit of $0.8055 per share. The bank posted a top‑quartile 1.8% return on assets and a disciplined 49% efficiency ratio....
Lamb Weston Warns of Supply Chain Pressures Amid Iran War
Lamb Weston warned that the ongoing Iran war could spark heightened volatility in key commodities such as packaging and fuel, adding pressure to its already‑tight margins. The company now projects a 250‑ to 300‑basis‑point decline in adjusted gross margin for...
Delta Air Lines Signals Permanently Higher Fares, Fewer Flights, And A New Wave Of Airline Mergers
Delta Air Lines used its Q1 2026 earnings call to signal that higher ticket prices will likely persist, even if jet fuel costs ease. The carrier plans to trim off‑peak capacity, focusing on more profitable routes and premium cabins to...
GameSquare Q4 2024 Earnings Show 7.6% Revenue Rise as Agency Segment Accelerates
GameSquare Holdings reported Q4 2024 revenue of $102.0 million, up 7.6% year‑over‑year, as its agency segment posted 115% growth. The company highlighted a $39 million divestiture of FaZe Media, a narrowed adjusted EBITDA loss and 2025 guidance that targets $100‑$105 million in revenue...
Richardson Electronics Beats Forecast, COO Diddell Details Growth Strategy
Richardson Electronics reported Q1 revenue of $53.7 million, a 2.2% year‑over‑year increase, and beat analyst expectations. COO Wendy S. Diddell used the earnings call to highlight an 84% surge in Green Energy Solutions sales and a $10 million inventory expansion, prompting a...
BlackBerry Beats Q4 2025 Guidance on Revenue and EPS, Powered by QNX Surge
BlackBerry reported Q4 2025 revenue of $141.7 million and adjusted EPS of $0.03, both above the top end of its guidance. The outperformance was driven by the QNX division, which posted $65.8 million in revenue and maintained an 83% gross margin. The...
RGP Posts $139.3M Q4 Revenue Beat, COO Patel Credits Go‑to‑Market Discipline
Resources Connection (RGP) posted Q4 2025 revenue of $139.3 million, surpassing guidance, while COO Bhadreskumar Patel highlighted a contracted pipeline and a unified offshore delivery model that drove higher bill rates and cross‑selling uplift.
SuperCom Q1 2025 Earnings Call Shows Revenue Rise to $7.05 M and Margin Gains
SuperCom (SPCB) posted Q1 2025 revenue of $7.05 million, up from $6.85 million, and lifted gross margin to 63.6%. The company also doubled operating income to $1.22 million while cutting long‑term debt by $5.5 million, signaling stronger profitability and balance‑sheet health.
Neogen Corp (NEOG) Q3 2026 Earnings Call Transcript
Neogen Corp reported Q2 2026 revenue of $224.7 million, reflecting 2.9% core growth and a 0.9% foreign‑currency benefit, while divestitures created a 6.6% headwind. Adjusted EBITDA margin expanded to 21.7%—up 470 basis points—driven by higher gross margin, volume gains and headcount...
SolarWindow Technologies Inc (WNDW) Q2 2026 Earnings Call Transcript
Wolfspeed reported Q2 FY2026 revenue of $168 million, aligning with the midpoint of its prior guidance, while AI data‑center sales surged 50% quarter‑over‑quarter. The company ended the quarter with $1.3 billion in cash after a $700 million tax‑credit refund, but posted a...
FGI Industries Ltd (FGI) Q4 2025 Earnings Call Transcript
FGI Industries reported Q4 2025 revenue of $31 million, up 5.5% year‑over‑year, led by gains in sanitaryware, bath furniture and Covered Bridge cabinetry. Gross margin slipped to 28.1% from 30.5%, a 240‑basis‑point decline driven by tariff‑related cost pressures. The company posted...
Resources Connection, Inc. (RGP) Q3 2026 Earnings Call Transcript
Resources Connection (RGP) posted third‑quarter 2026 results that beat expectations, delivering $475 million in revenue, a 6% year‑over‑year rise, and adjusted EBITDA of $115 million, representing a 24% margin. Net income climbed to $45 million, and the company lifted its full‑year revenue outlook...
Modelo Maker Constellation Brands Withdraws 2028 Guidance Due to Uncertainty
Constellation Brands pulled its fiscal 2028 outlook, citing lingering macro‑economic uncertainty, even as it posted a stronger fourth‑quarter performance. Adjusted earnings per share came in at $1.90 versus the $1.72 consensus, and revenue reached $1.92 billion, beating expectations. Net income swung...
RGP (RGP) Q4 2025 Earnings Call Transcript
RGP reported Q4 fiscal 2025 revenue of $139.3 million and a 40.2% gross margin, both surpassing the top end of its outlook. Adjusted EBITDA reached $9.8 million, delivering a 7.1% margin, the strongest quarterly performance in fiscal ’25. Bill rates rose to...
GameSquare (GAME) Q1 2025 Earnings Call Transcript
GameSquare reported Q1 2025 revenue of $21.1 million, a 10% YoY decline, but highlighted a sharper adjusted EBITDA loss of $3.4 million versus $7.9 million a year earlier. The company completed the divestiture of its remaining 25.5% stake in FaZe Media for over $39 million,...
Q1 2026 Earnings Conference Call Recaps: Delta Air Lines (DAL)
Delta Air Lines reported a record first‑quarter 2026 revenue of $14.2 billion, up 9.4% year‑over‑year, and earnings per share of $0.64. The airline faced a sharp fuel price surge that added roughly $2 billion in extra costs, prompting a strategic reduction of...