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.
Essent Group Ltd (ESNT) Q1 2026 Earnings Call Transcript
Essent Group reported $690 million net income for 2025, delivering a 12% return on average equity and a 13% rise in book value per share. Mortgage insurance in force grew 1.9% to $248.4 billion, while the default rate edged higher to 2.5% and loss provisions rose to $55.2 million. The company re‑structured its reporting to isolate third‑party reinsurance, announcing a measured entry into the Lloyd’s market with an expected $100‑150 million of written premium in 2026. Shareholder returns were highlighted with a 13% dividend increase to $0.35 and nearly $700 million returned via buybacks and dividends.
Alpha Metallurgical Resources Inc (AMR) Q1 2026 Earnings Call Transcript
Alpha Metallurgical Resources reported Q4 adjusted EBITDA of $28.5 million, a 32% drop from the prior quarter, driven by lower tonnage and reduced coal inventory values. The company shipped 3.8 million tons and saw modest improvements in weighted average metallurgical...
Hawaiian Electric Industries Inc (HE) Q1 2026 Earnings Call Transcript
Hawaiian Electric Industries completed the first $479 million payment under its Maui wildfire settlement, removing a major legal liability. The utility filed a joint rate‑rebasing proposal that would lift consolidated base rates by about 5.3% over two years, translating to an...
Anglogold Ashanti PLC (AU) Q1 2026 Earnings Call Transcript
IAMGOLD reported a strong Q1 2026, producing 183,600 attributable ounces of gold and generating over $1 billion in revenue. Mine‑site free cash flow reached $525 million, allowing $260 million of share buybacks and a $100 million debt repayment, moving the company to a net‑cash...
Construction Partners Inc (ROAD) Q2 2026 Earnings Call Transcript
Construction Partners Inc. reported Q2 2026 revenue of $809.5 million, a 44% jump fueled by 40.6% acquisitive growth and modest 3.5% organic expansion. Adjusted EBITDA surged 63% to $112.2 million, lifting the margin to 13.9%, while operating cash flow more than doubled...
CG Oncology Inc (CGON) Q1 2026 Earnings Call Transcript
Champions Oncology reported Q1 fiscal 2026 revenue of $14 million, essentially flat year‑over‑year and a rebound from the $12.4 million in the prior quarter. GAAP operating loss of $0.5 million contrasted with a modest positive adjusted EBITDA of $60 k, down sharply from $2 million...
Wendy's Co (WEN) Q1 2026 Earnings Call Transcript
Wendy's reported an 8.3% decline in global system‑wide sales for the quarter, driven primarily by an 11.3% drop in U.S. same‑restaurant sales. International markets continued to expand, posting a 6.2% sales increase and marking the 21st consecutive quarter of growth....
Sharplink Inc (SBET) Q1 2026 Earnings Call Transcript
Sharplink Inc. reported Q1 2026 revenue of $18.4 million, a 3% decline driven primarily by a 17% drop in software sales. Services revenue rose 16% to 52% of total, boosted by a 42% surge in commercialization services and an 18%...
Arbor Realty Trust Inc (ABR) Q1 2026 Earnings Call Transcript
Arbor Realty Trust reported an 11% sequential decline in nonperforming assets, bringing the total to roughly $1.1 billion. Distributable earnings were $0.22 per share, still below the dividend, while agency origination volume rose 13.5% to $5 billion for the year. The company...
Dauch Corp (DCH) Q1 2026 Earnings Call Transcript
Dauch Corporation finalized the $4.2 billion acquisition of Dauch Group plc, GKN Automotive and GKN Powder Metallurgy in February 2026, rebranding from American Axle & Manufacturing Holdings. The combined entity posted flat Q4 sales of $1.38 billion and a full‑year 2025 GAAP...
Sylvamo Corp (SLVM) Q1 2026 Earnings Call Transcript
Sylvamo Corp reported a solid 2025 with $448 million adjusted EBITDA (13% margin), $44 million free cash flow and a 12% return on capital, while returning $155 million to shareholders. The company flagged 2026 as a transition year, citing $95 million of one‑time adjusted...
Oshkosh Corp (OSK) Q1 2026 Earnings Call Transcript
Oshkosh Corp reported Q4 2025 revenue of $2.7 billion, a 3.5% year‑over‑year increase, driven by higher Access sales volume and stronger Vocational pricing. Adjusted operating income fell to $226 million, pushing the operating margin to 8.4% as product mix and tariff pressures...
PPL Corp (PPL) Q1 2026 Earnings Call Transcript
PPL Corp reported Q1 2026 earnings of $1.81 ongoing EPS, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility announced a $23 billion capital plan through 2029, adding $3 billion of equity needs and raising its quarterly dividend...
AMC Global Media Inc (AMCX) Q1 2026 Earnings Call Transcript
AMC Networks reported $2.3 billion revenue for 2025 and generated $272 million free cash flow, surpassing its raised outlook. Streaming revenue grew 12% year‑over‑year, becoming the company’s largest domestic revenue source and driving the highest‑ever streaming engagement. The firm reduced gross debt...
Fidelity National Information Services Inc (FIS) Q1 2026 Earnings Call Transcript
Fidelity National Information Services (FIS) posted Q1 2026 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and an adjusted EBITDA margin of 41.8%, improving by roughly 200 basis points. Free cash flow conversion surged to 142%, delivering $800 million, while the company...
TOMI Environmental Solutions Inc (TOMZ) Q1 2026 Earnings Call Transcript
H2O America reported Q1 2026 GAAP EPS of $0.49 and adjusted EPS of $0.50, both flat year‑over‑year despite a 15% rise in net income. The company completed a $700 million equity offering, five‑times oversubscribed, to fund capital needs through 2027. It...
Madison Square Garden Sports Corp (MSGS) Q3 2026 Earnings Call Transcript
Madison Square Garden Sports Corp. reported Q3 2026 revenue of $403.4 million, a 13% year‑over‑year increase, and adjusted operating income of $29.7 million, up $9.4 million. Growth was driven by higher per‑game ticket, suite, sponsorship and merchandise sales, as well...
Strawberry Fields Reit Inc (STRW) Q1 2026 Earnings Call Transcript
Strawberry Fields REIT (STRW) closed 41 properties worth $145 million in Q1, delivering a 7.5% initial cash yield and extending the weighted average lease term to 19 years. Occupancy climbed to 98.6% and new leases were signed at rents roughly 10%...
Telephone and Data Systems Inc (TDS) Q1 2026 Earnings Call Transcript
Telephone and Data Systems (TDS) closed a $1.018 billion spectrum sale to AT&T and used the proceeds to retire its remaining $150 million term loan, strengthening its balance sheet. The company accelerated its fiber build, adding 58,000 marketable addresses in Q4 and...
Calumet Inc (CLMT) Q1 2026 Earnings Call Transcript
Calumet reported full‑year 2025 adjusted EBITDA of $293 million, roughly a 30 % increase year‑over‑year, while slashing restricted debt by more than $220 million and improving net leverage to 4.9 ×. The company closed a Department of Energy loan for its Montana Renewables unit,...
Interface Inc (TILE) Q1 2026 Earnings Call Transcript
Interface Inc. reported record 2025 results, delivering $1.39 billion in net sales (5.4% reported growth, 4.3% currency‑neutral) and a 39% adjusted gross margin, the highest in company history. The One Interface strategy drove double‑digit billings growth in health‑care (21%) and education...
Fluor Corp (FLR) Q1 2026 Earnings Call Transcript
Fluor Corp reported $12 billion in new awards for 2025 and completed a $2 billion monetization of its NuScale investment, with additional proceeds expected in early 2026. Share repurchases of $754 million in 2025 and $335 million so far this year cut the float...
BROOKFIELD ASSET MANAGEMENT LTD (BAM) Q1 2026 Earnings Call Transcript
Brookfield Asset Management reported a record $112 billion of capital raised and $66 billion deployed in 2025, driving fee‑related earnings (FRE) to $3 billion, a 22% increase. Non‑flagship strategies contributed nearly 90% of fundraising, while the AI infrastructure fund secured $5 billion of commitments...
Meta's AI Spend Isn’t Pure Speculation, Says Analyst
Wrote up Meta's Q1. The market is treating all of the AI capex as one big speculative bet. Most of it isn't, and I think that's where the disconnect is. https://www.steadycompounding.com/investing/meta-q1-2026/
DraftKings Keeps FY2026 Revenue and EBITDA Guidance
DraftKings maintains fiscal year 2026 revenue guidance range of $6.5 billion to $6.9 billion and fiscal year 2026 Adjusted EBITDA guidance range of $700 million to $900 million, per Q1 earnings release
Johnson Controls Beats Q2 Estimates, Raises FY26 Outlook on Record Backlog
Johnson Controls International plc reported fiscal Q2 2026 earnings per share of $0.99 (adjusted $1.19) and sales of $6.1 billion, an 8% rise year‑over‑year. The company raised its full‑year FY26 guidance after orders surged 30% and backlog climbed to a record...
Zillow Posts 18% Revenue Rise in Q1 2026, Highlights AI‑driven Growth
Zillow Group posted an 18% year‑over‑year revenue increase to $1.2 billion in Q1 2026 and net income of $46 million, beating its outlook. The company credited AI‑enabled integration across its for‑sale and rental platforms for the outperformance and signaled continued momentum in...
EXEC: Kontoor Brands Sees Lee Divestiture as Path to Accelerate Helly Hansen’s Growth
Kontoor Brands announced it will divest its Lee denim business to sharpen focus on Wrangler and the recently acquired Helly Hansen outdoor and work‑wear brand. The move follows a strong first‑quarter performance, with total revenue of $808 million beating estimates and...
McDonald’s Made a Strategic Pivot and Introduced a Big New Burger. It’s Paying Off
McDonald’s reported a 9% rise in first‑quarter revenue, crediting a renewed value focus and the debut of the 1,020‑calorie Big Arch burger, which sparked viral social‑media buzz. Comparable sales climbed 3.8% globally as average ticket sizes grew. CEO Chris Kempczinski...
Ajinomoto Co., Inc. (AJNMY) Q4 2026 Earnings Call Transcript
Ajinomoto Co., Inc. held its FY 2025 Q4 earnings call on May 7, 2026, where the company introduced a new eight‑member executive team effective April. CEO Shigeo Nakamura signaled a forward‑looking FY 2026 outlook focused on boosting corporate value, especially in its Bio &...
Shift4 Payments, Inc. (FOUR) Q1 2026 Earnings Call Transcript
Shift4 Payments reported first‑quarter 2026 revenue of $1.02 billion, a 12% year‑over‑year increase, driven by higher transaction volume and expanded merchant base. Adjusted EBITDA rose 18% to $210 million, reflecting stronger gross margins and cost efficiencies. The company launched an AI‑powered fraud‑prevention...
Kinaxis Inc. (KXS:CA) Q1 2026 Earnings Call Transcript
Kinaxis Inc. held its fiscal 2026 first‑quarter earnings call on May 7, 2026, with CEO Razat Gaurav and CFO Blaine Fitzgerald presenting the results. The company focused on IFRS financials and a reconciliation of adjusted EBITDA, underscoring its growth narrative in the cloud‑based supply‑chain...
Ingevity Corporation (NGVT) Q1 2026 Earnings Call Transcript
Ingevity Corporation posted a strong first‑quarter 2026 performance, delivering $210 million in revenue, an 8% year‑over‑year increase, and adjusted EBITDA of $45 million, expanding its margin to 12%. The company unveiled a new high‑performance silica product line aimed at electric‑vehicle battery applications,...
Ams-OSRAM AG (AMSSY) Q1 2026 Earnings Call Transcript
ams‑OSRAM delivered a strong Q1 2026, posting revenue above the midpoint of its guidance and adjusted EBITDA at the top of the forecast range. The semiconductor core portfolio grew 9 % year‑on‑year, underscoring demand for its optical and sensor solutions. Design‑win momentum...
Bajaj Auto Beats Q4 Estimates and Launches $595 M Record Share Buyback
Bajaj Auto reported quarterly earnings above analyst forecasts and unveiled a 56.33 bn‑rupee ($595 M) share buyback at a 16.3% premium. The earnings surge was driven by premium bike sales, margin expansion and a recent tax cut on 350 cc motorcycles.
People Inc. Boosts Digital Revenue as Google Traffic Falls 63%
People Inc., the rebranded IAC publishing arm, posted an 8% year‑over‑year increase in Q1 digital revenue to $253 million despite a 63% collapse in Google‑referenced traffic. The growth stems from off‑platform audience expansion, AI licensing deals and a new contextual ad...
Marriott Sees U.S. Hotel Demand Lift Beyond Luxury, Select‑service RevPAR up 3.5% in Q1
Marriott International said U.S. hotel demand is widening beyond the luxury segment, with luxury and resort RevPAR climbing nearly 7% and select‑service RevPAR jumping 3.5% in the first quarter. The rebound reflects a shift toward drive‑to destinations as fuel prices...
AMD Beats Q1 2026 Estimates as Data Center Revenue Jumps 57% to $5.8B
Advanced Micro Devices posted a Q1 2026 earnings beat, driven by a 57% year‑over‑year rise in data‑center revenue to $5.8 billion and more than 50% growth in server CPU sales. The company forecast server‑CPU revenue to surge over 70% in the...
Disney CEO Josh D'Amaro Unveils AI‑Driven $25.2B Growth Plan
Disney reported fiscal Q2 revenue of $25.2 billion, up 7%, and introduced a three‑pillar growth plan centered on AI, original IP and global consumer reach. CEO Josh D'Amaro said the strategy will drive streaming growth, new content creation and operational efficiencies.
Amplitude Beats Revenue Forecast but Misses Earnings, Shares Plunge
Amplitude reported Q1 2026 revenue of $93.5 million, beating forecasts, while adjusted earnings per share slipped to a $0.02 loss, worse than the expected $0.01 loss. The mixed results sparked a steep sell‑off, underscoring the tension between rapid growth and profitability...
What Security Industry Earnings Season Is Telling Us
Q1 2026 earnings across the security industry reveal a dual narrative of opportunity and headwinds. Electromechanical access‑control products are accelerating, with ASSA ABLOY and Allegion posting double‑digit growth, while commercial construction demand stays robust. Data‑center projects emerge as the primary growth...
IBP Earnings Reveal Weak April for Homebuilders, Census Data Distrusted
Commentary on Installed Building Products earnings call right now confirms pretty weak April for production homebuilders. $IBP Also interesting hearing C-suite repeatedly say - “we don’t put much trust in recent Census housing starts data.”
Amwell Expects Smaller Losses in 2026 After Q1 Performance
Amwell lifted its 2026 adjusted earnings outlook after a first‑quarter beat, now forecasting a loss of $12 million to $16 million versus the prior $18 million to $24 million range. The company posted a Q1 net loss of $10.3 million on revenue of $54.9 million, an...
Sunrun Maintains 2026 Guidance Despite Q1 Headwinds, Pivots Toward Storage and Grid Services
Sunrun reported a mixed Q1 2026, posting negative $59 million cash generation but beating revenue expectations with $722 million, a 13% upside. The company shifted $31 million of project‑finance draws to Q2, deployed 154 MW of solar‑plus‑storage, and saw net subscriber value climb to...
ElectroCore (ECOR) Q1 2026 Earnings Transcript
ElectroCore posted a record Q1 2026 revenue of $9.6 million, a 43% year‑over‑year increase, driven by strong growth in its VA prescription segment and consumer wellness line. Gross margin expanded to 87%, up 200 basis points, while adjusted EBITDA loss narrowed...
Papa Johns Suffers Major 6.4% Comp Sales Drop
Papa John’s reported a 6.4% decline in North American comparable sales for Q1 2026, its steepest drop in years, with company‑owned stores down 5.2% and franchised locations down 6.7%. CEO Todd Penegor attributed the slump to weaker customer acquisition, a...
GXO Logistics Beats Q1 2026 Forecast, Raises Full-Year Guidance
GXO Logistics reported first‑quarter 2026 earnings of $0.50 per share on $3.3 billion of revenue, surpassing consensus forecasts of $0.37 EPS and $3.22 billion revenue. The logistics firm lifted its full‑year adjusted EPS guidance to $2.90‑$3.20 and adjusted EBITDA to $935‑$975 million, sending...
UFC’s $7.7 B Paramount+ Deal Fuels 26% Q1 Revenue Surge for TKO
The UFC signed a seven‑year, $7.7 billion licensing agreement with Paramount+ that took effect at the start of 2026, propelling TKO’s Q1 revenue 26% year‑over‑year to $1.6 billion. The deal also lifted UFC’s own quarterly revenue 12% to $401.2 million and helped the...
Wind Giants Vestas and Ørsted Beat Forecasts as Iran War Fuels Clean‑Tech Surge
Danish turbine maker Vestas and utility Ørsted posted first‑quarter profit beats, attributing the upside to a surge in offshore wind orders sparked by the Iran war. The earnings surprise underscores how geopolitical risk is reshaping Europe’s clean‑energy roadmap.
The Walt Disney Company (NYSE:DIS) Q2 2026 Earnings Call Transcript
Disney reported second‑quarter fiscal 2026 earnings that topped expectations, posting EPS of $1.57 versus the $1.49 consensus. Revenue rose 7% year‑over‑year and segment operating income increased 4%, driven by stronger streaming and park performance. CEO Josh D'Amaro highlighted four strategic...