Sixth Street Specialty Lending Inc (TSLX) Q1 2026 Earnings Call Transcript
Sixth Street Specialty Lending reported adjusted net investment income of $0.52 per share in Q4, delivering a 12% operating ROE that comfortably exceeds its $0.46 base dividend. The firm’s leverage improved to 1.1x and its liquidity coverage of unfunded commitments sits at nearly six times, far outpacing peers. Management announced a $200 million joint venture with The Carlyle Group to invest in fee‑free CLO equity, which it expects to be highly accretive. Guidance for 2026 targets an 11‑11.5% NII ROE, translating to $1.87‑$1.95 adjusted NII per share.
Credit Acceptance Corp (CACC) Q1 2026 Earnings Call Transcript
Credit Acceptance Corp. announced CEO Brett Roberts’ retirement and named CFO Ken Booth as his successor, emphasizing the firm’s collaborative leadership culture. The earnings call highlighted a 20‑25% rise in collections for March‑April, but quarter earnings were muted due to...
Talos Energy Inc (TALO) Q1 2026 Earnings Call Transcript
Talos Energy reported a strong 2025 performance, delivering $1.2 billion adjusted EBITDA, $418 million adjusted free cash flow and a 30% lower operating cost versus offshore peers. The company generated $72 million in free‑cash‑flow improvements—half recurring—and returned roughly 44% of free cash flow...
Viemed Healthcare Inc (VMD) Q1 2026 Earnings Call Transcript
Viemed Healthcare reported a 14.7% year‑over‑year revenue increase in Q2 2025, driven entirely by organic growth, with its core ventilation business still contributing 54% of sales. Sleep therapy patients rose 15% sequentially, making sleep the fastest‑growing segment, while the resupply...
LoanDepot Inc (LDI) Q1 2026 Earnings Call Transcript
loanDepot reported a 15% rise in pull‑through weighted rate lock volume to $5.4 billion and a 20% jump in adjusted revenue to $278 million, narrowing its adjusted net loss to $25 million. The company’s gain‑on‑sale margin accelerated to 355 basis points, surpassing guidance,...
Centrus Energy Corp (LEU) Q1 2026 Earnings Call Transcript
Centrus Energy reported $448.7 million in 2025 revenue, a modest 1.5% year‑over‑year rise, driven by stable LEU sales and a 21% jump in SWU revenue. The company secured a $900 million Department of Energy HALEU enrichment award, with potential upside beyond...
PennyMac Financial Services Inc (PFSI) Q1 2026 Earnings Call Transcript
PennyMac Financial Services reported Q2 2025 net income of $136 million, or $2.54 per share, delivering an annualized ROE of 14%. Origination volume surged 31% to $38 billion in unpaid principal balance, while locked volume rose 26% to $43 billion. The company highlighted over...
Devon Energy Corp (DVN) Q1 2026 Earnings Call Transcript
Devon Energy announced a merger with Cotera Energy that aims to generate $1 billion of pretax run‑rate synergies by the end of 2027. The company reported $3.1 billion of free cash flow for 2025, supporting a $2.2 billion shareholder return package and a...
AtriCure Inc (ATRC) Q1 2026 Earnings Call Transcript
AtriCure reported $534.5 million revenue for 2025, a 15% increase year‑over‑year, with adjusted EBITDA rising to $61.8 million and cash generation of $45 million. Gross margin held steady at 75% and the company launched two new products, the AtriClip Pro Mini and Cryo XT...
IPG Photonics Corp (IPGP) Q1 2026 Earnings Call Transcript
IPG Photonics reported Q1 2026 revenue of $274 million, a 17% year‑over‑year increase driven by strong materials‑processing and medical sales. Emerging growth products now account for over half of total revenue, while the company launched Crossbow, its first standalone directed‑energy...
Alphatec Holdings Inc (ATEC) Q1 2026 Earnings Call Transcript
Alphatec Holdings reported Q1 2026 revenue of $192 million, up 14% year‑over‑year, with surgical revenue climbing 17% but falling short of internal targets due to weaker EOS segment performance. Case volume rose 21% and new surgeon users increased 23%, underscoring strong...
Ferguson Enterprises Inc (FERG) Q1 2026 Earnings Call Transcript
Ferguson Enterprises reported Q1 2026 net sales of $7.8 billion, a modest 0.8% increase year‑over‑year, driven primarily by acquisition‑related growth as organic revenue slipped 0.3%. Total volume rose about 3% while commodity prices fell roughly 2%, compressing gross margin to 30.1%,...
Sotera Health Co (SHC) Q1 2026 Earnings Call Transcript
Sotera Health reported Q2 2025 revenue of $294 million, up 6.4% year‑over‑year, and adjusted EBITDA of $151 million, a 9.8% increase, pushing the adjusted EBITDA margin to 51.2%. Growth was led by Sterigenics, which posted a 10.5% revenue rise, and...
Solventum Corp (SOLV) Q1 2026 Earnings Call Transcript
Solventum Corp reported $2.0 billion in Q1 2026 sales, posting 3.5% organic growth but a 3.7% decline on a reported basis after the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5%, a 230‑basis‑point sequential drop, while adjusted operating income...
TrueBlue Inc (TBI) Q1 2026 Earnings Call Transcript
TrueBlue Inc. posted Q1 2026 revenue of $418 million, an 8% year‑over‑year increase driven by 5% organic growth and a 3‑point boost from the HSB healthcare acquisition. Gross margin contracted to 21.5% from 26.6% as workers’ compensation reserve benefits normalized and...
Lumentum Holdings Inc (LITE) Q3 2026 Earnings Call Transcript
Lumentum Holdings posted a record $665.5 million revenue for Q2 FY2026, up more than 65% year‑over‑year, driven by strong components sales and rapid growth in cloud transceivers, optical circuit switches (OCS) and co‑packaged optics (CPO). Non‑GAAP operating margin surged to 25.2%,...
Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript
MicroStrategy reported Q1 2024 results, highlighting a continued shift to cloud‑based subscriptions and aggressive Bitcoin accumulation. Subscription services revenue rose 22% to $23 million, while on‑prem license revenue dropped 26%, reflecting the transition to a recurring model. The company purchased 25,128...
Global Indemnity Group LLC (GBLI) Q1 2026 Earnings Call Transcript
Global Indemnity Group reported a sub‑90% accident‑quarter combined ratio of 89.3%, delivering an $11 million underwriting profit and marking the first such improvement in years. Premium growth was uneven, with core Belmont up 9% driven by a 77% surge in assumed...
Skyworks Solutions Inc (SWKS) Q2 2026 Earnings Call Transcript
Skyworks Solutions reported Q2 2026 revenue of $944 million and EPS of $1.15, both beating the top of guidance. Mobile accounted for 58% of sales while broad markets grew 10% YoY, driven by Wi‑Fi, data‑center and automotive segments. The company...
DaVita Inc (DVA) Q1 2026 Earnings Call Transcript
DaVita reported adjusted operating income of $439 million and adjusted EPS of $2 for Q1 2026, surpassing its own guidance thanks to disciplined expense management and higher reimbursement from phosphate binders. Treatment volume fell 40 basis points year‑over‑year, prompting a revised...
Exelixis Inc (EXEL) Q1 2026 Earnings Call Transcript
Exelixis reported first‑quarter 2026 revenue of $611 million, driven by an $555 million cabozantinib franchise that grew 8% year‑over‑year and lifted global sales to $764 million, a 12.5% increase. The company posted record new patient starts for CABOMETYX, expanding its renal cell carcinoma...
Integra Lifesciences Holdings Corp (IART) Q1 2026 Earnings Call Transcript
Integra LifeSciences reported Q1 2026 revenue of $392 million, a 2.4% reported increase, and adjusted EPS of $0.54, surpassing guidance. Gross margin rose to 64.1% and adjusted EBITDA margin improved to 19.4%, reflecting favorable product mix, tariff benefits, and transformation...
Super Micro Computer Inc (SMCI) Q3 2026 Earnings Call Transcript
Super Micro Computer reported fiscal Q3 2026 revenue of $10.2 billion, up 123% year‑over‑year but down 19% sequentially due to component shortages and delayed customer site readiness. Non‑GAAP gross margin rebounded to 10.1%, a 58% improvement from the prior quarter, driven...
Atomera Inc (ATOM) Q1 2026 Earnings Call Transcript
Atomera reported FY 2025 revenue of $65,000, GAAP loss $20.2 million and non‑GAAP loss $16.1 million, with operating expenses rising modestly. The company confirmed definitive silicon data showing its Mears Silicon Technology (MST) can be deposited in gate‑all‑around nanosheet structures and outperforms...
Kadant Inc (KAI) Q1 2026 Earnings Call Transcript
Kadant Inc. reported record Q4 2025 revenue of $286 million, an 11% increase driven primarily by recent acquisitions and a surge in aftermarket parts sales, which now represent 71% of total revenue. Adjusted EBITDA rose 11% to $58 million, maintaining a 20.3%...
BlackLine Inc (BL) Q1 2026 Earnings Call Transcript
BlackLine reported Q1 2026 revenue of $183 million, an 8% year‑over‑year increase, and annual recurring revenue climbing to $702 million, up nearly 10%. Platform pricing adoption accelerated, representing 11% of eligible ARR and driving 75% of new bookings. AI‑enabled Verity agents saw...
DHT Holdings Inc (DHT) Q1 2026 Earnings Call Transcript
DHT Holdings reported a cash balance of $58.7 million and total liquidity of $235 million at the end of Q1 2022, with EBITDA of $14.4 million but a net loss of $17.3 million after a $7.5 million non‑cash gain. The company maintained tight cost control, operating...
Kimball Electronics Inc (KE) Q3 2026 Earnings Call Transcript
Kimball Electronics reported Q4 fiscal 2025 net sales of $381 million, a 12% YoY decline, driven by a 13% drop in automotive revenue after losing the Reynosa braking program. The medical segment grew 5% YoY to $107 million, representing 28%...
VSE Corp (VSEC) Q1 2026 Earnings Call Transcript
VSE Corp announced a definitive agreement to acquire Aero 3 for $350 million in cash, a deal slated to close in Q4 2025. The acquisition adds a global wheel‑and‑brake MRO platform that generated $120 million in trailing‑twelve‑month revenue, with over 20% EBITDA margins. VSE...
Supernus Pharmaceuticals Inc (SUPN) Q1 2026 Earnings Call Transcript
Supernus Pharmaceuticals announced FDA approval of Qelbree, a non‑controlled ADHD medication for children aged 6‑17, with a U.S. launch planned for the second quarter of 2021. The company reported first‑quarter revenue of $130.9 million, a 38% year‑over‑year increase, driven by growth...
Electronic Arts Inc (EA) Q4 2026 Earnings Call Transcript
Electronic Arts reported FY2024 net bookings of $7.43 billion, a modest 1% increase year‑over‑year, while GAAP revenue rose 2% to $7.56 billion and earnings per share surged 63% to $4.68. The company highlighted record operating cash flow of $2.32 billion and free cash...
Hecla Mining Co (HL) Q1 2026 Earnings Call Transcript
Hecla Mining reported a strong Q1 2024, with revenue up 18% to $190 million and silver output rising as Lucky Friday returned to full production and Greens Creek increased throughput. The company highlighted booming solar‑related silver demand, especially in India, and...
Mistras Group Inc (MG) Q1 2026 Earnings Call Transcript
Mistras Group reported Q1 2026 revenue up 5.1% to $724 million, driven by double‑digit gains in aerospace & defense, power generation and infrastructure. Aerospace & defense labs posted a 661% revenue jump, while gross margin improved 190 basis points to 28.4%...
Jacobs Solutions Inc (J) Q2 2026 Earnings Call Transcript
Jacobs Solutions reported a 22% rise in adjusted EPS to $1.75 and a record $27 billion backlog, prompting a second raise of FY 2026 guidance. Organic net revenue grew 9% while the data‑center and AI ecosystem now accounts for roughly 10‑11% of...
Revvity Inc (RVTY) Q1 2026 Earnings Call Transcript
Revvity reported a solid Q1 2026, posting $711 million revenue, 3% total organic growth and adjusted EPS of $1.06, beating guidance. The company announced a strategic divestiture of its China immunodiagnostics unit, a 6% revenue segment hampered by policy headwinds, with...
WEC Energy Group Inc (WEC) Q1 2026 Earnings Call Transcript
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, topping its guidance and reflecting an 8% increase over 2024 after excluding a $0.46 per‑share settlement charge in Illinois. The company raised its five‑year capital plan to $37.5 billion, driven...
UL Solutions Inc (ULS) Q1 2026 Earnings Call Transcript
UL Solutions reported a record year with total revenue of $3.1 billion, up 6.4% year‑over‑year, and adjusted EBITDA margin expanding to 25.9%, a 300‑basis‑point improvement. The company generated $403 million of free cash flow, repaid $253 million of debt, and raised its quarterly...
KKR & Co Inc (KKR) Q1 2026 Earnings Call Transcript
KKR reported record fundraising in 2025, raising $129 billion—nearly double the amount two years earlier—and has already secured over 80% of its $300 billion target for 2024‑2026. Fee-related earnings and management fees surged, with a 24% year‑over‑year increase to $1.1 billion in the...
Bristow Group Inc (VTOL) Q1 2026 Earnings Call Transcript
Bristow Group reported adjusted EBITDA of $246 million for 2025, a 4% increase year‑over‑year, and reaffirmed its 2026 outlook with adjusted EBITDA projected between $295 million and $325 million, roughly 25% growth. Total revenue rose to $1.46 billion, and the company...
Workiva Inc (WK) Q1 2026 Earnings Call Transcript
Workiva reported Q3 2025 total revenue of $224 million, up 21% year‑over‑year, and subscription revenue of $210 million, rising 23% and surpassing the top end of its guidance. The company posted a non‑GAAP operating margin of 12.7%, beating expectations by 470 basis...
SuRo Capital Corp (SSSS) Q1 2026 Earnings Call Transcript
SuRo Capital Corp. posted a 21% rise in net asset value (NAV) to $8.09 per share and delivered roughly 70% total shareholder return for 2025, driven by strong private‑tech holdings and a $0.50 dividend. Management highlighted that ongoing and near‑term...
PayPal Holdings Inc (PYPL) Q1 2026 Earnings Call Transcript
PayPal announced a leadership change, with Enrique Lopez becoming president and CEO on March 1, 2026, to address execution gaps rather than strategic flaws. The company reported strong growth in Venmo, BNPL and enterprise payments, each delivering double‑digit volume increases, while...
Greenfire Resources Ltd (GFR) Q1 2026 Earnings Call Transcript
Tetra Technologies reported Q1 2026 revenue of $156 million and adjusted EBITDA of $26 million, both ten‑year quarterly records when excluding the prior year’s Gulf of America Neptune benefit. Completion Fluids and Products generated $92 million, up 13% sequentially and 15% year‑over‑year, while...
Neurocrine Biosciences Inc (NBIX) Q1 2026 Earnings Call Transcript
Neurocrine Biosciences reported Q1 2026 results with total product sales exceeding $2.8 billion, a 22% year‑over‑year increase driven by strong performance of INGREZZA and the first‑year launch of CRENESSITY. INGREZZA generated over $2.5 billion, up 9%, while CRENESSITY posted more than $300 million, covering...
Lindblad Expeditions Holdings Inc (LIND) Q1 2026 Earnings Call Transcript
Lindblad Expeditions reported first‑quarter 2024 revenue of $154 million, a 7% year‑over‑year increase, driven by a 20% rise in bookings and strong demand for experiential travel. The company highlighted a 35% jump in 2024 bookings after extending its partnership with National...
Palantir Beats Forecasts With $1.63 Billion Quarter as Sales Accelerate
Palantir Technologies reported a record $1.63 billion in revenue for the first quarter, an 85% year‑over‑year increase that topped analyst forecasts. The surge was driven by expanding U.S. military contracts and rapid adoption of its data‑analytics platform by large corporations. Executives...
Axsome Therapeutics, Inc. (AXSM) Q1 2026 Earnings Call Transcript
Axsome Therapeutics held its first‑quarter 2026 earnings conference call on May 4, 2026. CEO Herriot Tabuteau, CFO Nick Pizzie and CCO Ari Maizel presented the company’s financial results, commercial strategy and pipeline milestones. The discussion featured forward‑looking statements about upcoming Phase 3 data and reaffirmed...
Ford Expects $1.3B Tariff Refund, but Supply Chain Pressure Remains
Ford Motor Co. said it will receive roughly $1.3 billion in tariff refunds for levies paid between February 2025 and March 2026, with about $700 million earmarked for its Ford Blue division and $500 million for Ford Pro. The automaker still expects a $1 billion full‑year hit from...
‘Energy Security’ Drives Schneider Electric Growth: CEO
Schneider Electric posted a record $11.4 billion in first‑quarter 2026 revenue, up 11.2% organically, driven by a surge in data‑center demand and AI‑related projects. The energy‑management segment grew 12.8% year‑over‑year, with North America leading at 15.9% growth, thanks to high‑density server...
Innovative Industrial Properties Inc (IIPR) Q1 2026 Earnings Call Transcript
Innovative Industrial Properties reported Q1 revenue of $71.7 million, a 6.5% sequential decline, and adjusted funds from operations of $55.3 million, down 13% due to tenant defaults. The company highlighted over $220 million in liquidity, a net‑debt to EBITDA ratio...