Earnings Calls News and Headlines
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EMAIL DIGESTS
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
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 reductions. Free cash flow surged to $7.8 million, aided by lower capex and improved working‑capital efficiency, and cost‑structure initiatives are expected to generate roughly $20 million of annual savings. The company raised full‑year guidance to $845‑$855 million revenue and about $175 million adjusted EBITDA.
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 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 (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...
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...
Delta Air Lines reported Q1 2026 revenue of $14.2 billion and EPS of $0.64, beating analysts' expectations. The earnings release coincided with a U.S.–Iran cease‑fire that reopened the Strait of Hormuz, pushing oil prices below $100 per barrel. To offset lingering...
Multiplan Empreendimentos announced a US$1.5 billion investment plan over the next five years to expand and modernize its shopping‑mall portfolio. The company highlighted a recent decline in operating expenses coupled with rising revenues, underscoring disciplined growth. Management stressed a focus on...
Resources Connection Inc. (RGP) posted Q1 FY2025 revenue of $120.2 million, surpassing its own outlook despite mixed segment trends. Gross margin rose to 39.5%, a 300‑basis‑point improvement, driven by higher bill rates and lower benefits costs. Adjusted EBITDA reached $3.1 million, while...
Acuity Brands reported Q2 fiscal 2026 net sales of $1.1 billion, a 5% increase year‑over‑year, driven primarily by strong growth in its Acuity Intelligence Spaces (AIS) segment. The Acuity Brands Lighting (ABL) segment saw sales dip 3% to $817 million, but both...
Constellation Brands reported Q4 FY2026 beer operating margins held up thanks to cost‑saving initiatives, favorable pricing and a one‑time depreciation benefit, offsetting volume declines, higher logistics costs and tariff pressures. Management warned that Q4 margins will fall as the depreciation...
PriceSmart reported net merchandise sales of $1.4 billion, up 10.6% year‑over‑year, driven by double‑digit growth across all core regions. Digital channel sales surged 29.4% to $89.8 million, now representing 6.6% of total sales, while membership accounts exceeded 2 million with Platinum members climbing...
Delta Air Lines (DLH) reported Q1 2026 revenue of $68.9 million, a 24% drop from the prior year, driven primarily by the conversion of CMOP and Head Start contracts to small‑business set‑aside vehicles. Adjusted EBITDA fell to $6.5 million, yet the EBITDA...
RPM International reported record consolidated sales, rising 3.5% year‑over‑year, powered by acquisitions and high‑performance building solutions. Adjusted EBIT and EPS fell as higher SG&A, M&A costs, and temporary consolidation inefficiencies outweighed top‑line growth. The company launched a $100 million SG&A optimization...
Aehr Test Systems reported Q3 fiscal 2026 revenue of $9.9 million, a 27% YoY decline, as WaferPak shipments fell and the product mix shifted away from higher‑margin items. Bookings slipped to $6.2 million, but post‑quarter orders lifted the effective backlog to $18.3 million,...
Flux Power Holdings reported its first profitable quarter, posting net income of $600,000 ($0.03 per share) and a 34.7% gross margin, up from 28.6% a quarter earlier. Revenue rose sequentially to $14.1 million but remained below the $16.8 million year‑ago level, while...
