Tyson Foods Inc (TSN) Q2 2026 Earnings Call Transcript
Tyson Foods reported $14.3 billion in revenue for the quarter, a 6.2% year‑over‑year increase driven by strong chicken, pork and prepared‑foods sales. Segment operating income fell 12% to $811 million, with the beef unit posting a loss while chicken delivered a 10.9% margin and record poultry volume. Adjusted earnings per share declined 15% to $0.97, but operating cash flow reached $942 million, generating nearly $700 million in free cash flow. The company forecast 2‑4% full‑year sales growth, highlighted beef‑segment loss guidance, and reaffirmed its capital‑return program.
Medifast Inc (MED) Q1 2026 Earnings Call Transcript
Medifast reported Q1 2026 revenue of $76 million, a 34.3% year‑over‑year decline driven by a 44.9% drop in active earning coaches. Despite the shrinkage, average revenue per coach rose 19.2% YoY, the strongest increase in five years, and SG&A expenses fell...
Paymentus Holdings Inc (PAY) Q1 2026 Earnings Call Transcript
Paymentus reported a 27.1% year‑over‑year revenue increase to $148.3 million in Q1 2023, driven by higher transaction volumes and new client wins. Adjusted EBITDA rose 56.4% to $8.4 million, reflecting strong operating leverage despite inflation pressures. The company highlighted a robust bookings...
CNA Financial Corp (CNA) Q1 2026 Earnings Call Transcript
CNA Financial reported Q1 2019 core income of $318 million, a 13% year‑over‑year increase, and a core return on equity of 10.7%. The insurer achieved a 94.9% underlying combined ratio and a 60.7% underlying loss ratio, the lowest in a...
Lattice Semiconductor Corp (LSCC) Q1 2026 Earnings Call Transcript
Lattice Semiconductor reported its strongest sequential revenue growth in seven years, posting Q4 2025 revenue of $145.8 million, a 24.2% year‑over‑year increase, and full‑year 2025 revenue of $523.3 million, up 2.7%. Management guided Q1 2026 revenue to a midpoint of $165 million, implying...
Golub Capital BDC Inc (GBDC) Q2 2026 Earnings Call Transcript
Golub Capital BDC reported Q2 2026 results showing adjusted net investment income of $0.38 per share, delivering a 10.2% NII ROE, while adjusted net income was $0.25 per share (6.7% ROE). The board lowered the base dividend to $0.33 per...
Tactile Systems Technology Inc (TCMD) Q1 2026 Earnings Call Transcript
Tactile Systems Technology reported flat Q1 revenue of $61.3 million, with airway clearance sales jumping 22% to $10.7 million while lymphedema revenue slipped 3% to $50.6 million. Gross margin rose to 74% after cost‑saving measures, but operating loss widened to $4.5 million due to...
Otter Tail Corp (OTTR) Q1 2026 Earnings Call Transcript
Otter Tail Corp reported diluted earnings of $6.55 per share for 2025, a 9% decline but at the upper end of its guidance range. The electric segment delivered a 7% earnings increase, driven by a higher rate base and volume...
Transocean Ltd (RIG) Q1 2026 Earnings Call Transcript
Transocean reported $906 million in contract drilling revenue for Q1, delivering adjusted EBITDA of $244 million (27% margin) while posting a $79 million net loss and negative free cash flow of $34 million. Total liquidity stood at roughly $1.3 billion, backed by a $7.9 billion backlog...
Adeia Inc (ADEA) Q1 2026 Earnings Call Transcript
Adeia Inc. reported record 2025 results, posting $443 million in annual revenue and $182.6 million in Q4, surpassing the high end of its guidance. The quarter featured nine new licensing deals, including marquee agreements with Disney, Microsoft, and Major League Baseball, expanding...
Loews Corp (L) Q1 2026 Earnings Call Transcript
Loews Corp reported a strong Q1 2021 rebound, posting $261 million net income versus a $632 million loss a year earlier. Insurance subsidiary CNA delivered $279 million net income, improved its combined ratio to 91.9% and benefited from a 48% jump in investment...
Metallus Inc (MTUS) Q1 2026 Earnings Call Transcript
Metallus Inc. reported a 9% sequential increase in net sales to $304.6 million, driven by higher shipments across energy, automotive, and aerospace‑defense segments. Adjusted EBITDA surged 50% to $26.5 million, reflecting better melt utilization and fixed‑cost leverage. The company highlighted robust government...
Great Elm Capital Corp (GECC) Q1 2026 Earnings Call Transcript
Great Elm Capital Corp posted a record $14.3 million total investment income in Q1 2026, a 50% year‑over‑year increase, driven primarily by its expanding CLO platform and cash‑generating investments. Net asset value per share climbed to $12.10, up $0.64 from...
Superior Group of Companies Inc (SGC) Q1 2026 Earnings Call Transcript
Superior Group of Companies (SGC) posted third‑quarter revenue of $138 million, down 7% year‑over‑year, with its Branded Products segment falling 8% to $85 million. The company trimmed SG&A expenses by 7% to $48 million, keeping the SG&A‑to‑sales ratio flat at 35%, and reported...
Evolus Inc (EOLS) Q1 2026 Earnings Call Transcript
Evolus Inc. reported Q1 2026 net revenue of $73.1 million, a 7% year‑over‑year increase, driven primarily by Jeuveau’s $66.4 million contribution. Adjusted EBITDA turned positive at $0.6 million, a stark reversal from a $5.5 million loss in the comparable period. The company maintained a...
Gaia Inc (GAIA) Q1 2026 Earnings Call Transcript
Gaia Inc. posted Q1 2026 revenue of $25.5 million, an 11% year‑over‑year increase to $99 million for the full year, while gross margins rose to 87.6% quarter‑over‑quarter. Free cash flow improved to $1.7 million in the quarter and $4.9 million annually, supporting a cash...
Pinterest Inc (PINS) Q1 2026 Earnings Call Transcript
Pinterest reported a record 619 million global monthly active users, up 12% year‑over‑year, and revenue of $1.3 billion, a 14% increase. AI initiatives, including the OmniSage and PinFM models, added 690 basis points to sitewide saves, while the new Pinterest Assistant...
James River Group Holdings Inc (JRVR) Q1 2026 Earnings Call Transcript
James River Group Holdings reported Q1 2025 net income of $9 million, or $0.18 per diluted share, and an adjusted operating income of $9.1 million. The E&S segment delivered a strong 91.5% combined ratio, while average premium per policy fell 8.4% as...
Allison Transmission Holdings Inc (ALSN) Q1 2026 Earnings Call Transcript
Allison Transmission reported Q1 2026 net sales of $737 million, a 7% YoY decline, while adjusted EBITDA margin improved to 36% driven by higher pricing and cost discipline. The company completed its acquisition of Dana’s Off‑Highway Drive and Motion Systems, expanding...
Inspire Medical Systems Inc (INSP) Q1 2026 Earnings Call Transcript
Inspire Medical Systems reported Q1 2026 revenue of $204.6 million, a modest 1.6% increase, but noted a $20 million drag from coding, reimbursement uncertainty and the WISER program. Operating margins improved, with adjusted EBITDA margin rising to 17.5% and operating cash flow...
RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript
RLJ Lodging Trust posted a 1.5% decline in RevPAR for Q1 2026, driven by modest drops in occupancy and ADR, while non‑room revenue surged 7.2% to lift total revenue 0.2%. The company sold three hotels for $73.7 million at a 17.7x...
Fabrinet (FN) Q3 2026 Earnings Call Transcript
Fabrinet reported Q3 FY2025 revenue of $872 million, up 19% YoY, and non‑GAAP EPS of $2.52, beating guidance. Telecom segment surged 42% YoY to $406 million, offsetting an 18% YoY decline in Datacom revenue, while automotive revenue jumped 76% YoY. The company...
New Mountain Finance Corp (NMFC) Q1 2026 Earnings Call Transcript
New Mountain Finance Corp reported adjusted net investment income of $0.32 per share for Q2 2025, fully covering its quarterly dividend. Net asset value slipped to $12.21 per share, a $0.24 decline driven by markdowns in dental healthcare and a...
National Health Investors Inc (NHI) Q1 2026 Earnings Call Transcript
National Health Investors lifted its 2025 normalized FFO guidance to $4.71 per share, citing faster‑than‑expected acquisitions and stronger cash‑rent collections. The REIT reported a 2.7% rise in normalized FFO to $1.15, a 4.9% increase in SHOP NOI to $3.1 million, and...
Vitesse Energy Inc (VTS) Q1 2026 Earnings Call Transcript
Vitesse Energy completed a $35 million all‑stock acquisition of Powder River Basin assets, adding 6,000 net acres and 29 undeveloped locations that are expected to produce about 1,400 net BOE per day in 2026. The board lowered the annual dividend to...
Repay Holdings Corp (RPAY) Q1 2026 Earnings Call Transcript
Repay Holdings reported Q1 2026 revenue of $80.8 million, a modest 4% year‑over‑year increase, while Business Payments surged 18% and adjusted EBITDA reached $34.4 million, delivering a 43% margin. Free cash flow was $5.4 million with a 16% conversion rate, and the vendor...
Marzetti Co (MZTI) Q3 2026 Earnings Call Transcript
The Marzetti Company reported $518 million in net sales for the quarter, a 1.7% increase, and posted a record $137 million gross profit, up 3.4%. Management highlighted strong growth in its New York bakery frozen garlic bread and Texas Roadhouse roll categories,...
Innovex International Inc (INVX) Q1 2026 Earnings Call Transcript
Innovex International reported Q4 2025 revenue of $274 million, a 14% sequential rise and 9% year‑over‑year growth, driven by robust subsea deliveries and acquisition synergies. Adjusted EBITDA reached $52 million, delivering a 19% margin and an 83% conversion to free cash flow,...
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...
Addus Homecare Corp (ADUS) Q1 2026 Earnings Call Transcript
Addus Homecare reported first full quarter after the Gentiva Personal Care acquisition, delivering $337.7 million in revenue, a 20.3% year‑over‑year increase. Adjusted earnings per share rose 17.4% to $1.42 and adjusted EBITDA jumped 25.1% to $40.6 million, expanding the margin to 12%....
Sterling Infrastructure Inc (STRL) Q1 2026 Earnings Call Transcript
Sterling Infrastructure reported a record first quarter, posting adjusted EPS of $1.63—a 29% increase—and adjusted EBITDA of $80 million, up 31%. Revenue rose 7% to $430.9 million, driven by an 18% jump in the high‑margin E‑Infrastructure Solutions segment and solid Transportation Solutions...
ONE Gas Inc (OGS) Q1 2026 Earnings Call Transcript
ONE Gas reported a 17.6% year‑over‑year increase in net income to $32 million for the quarter ended June 30, 2025, with diluted EPS of $0.53. The company raised its full‑year 2025 guidance to $261‑$267 million net income and $4.32‑$4.42 EPS, reflecting stronger rate recoveries...
Cryoport Inc (CYRX) Q1 2026 Earnings Call Transcript
Cryoport reported $41 million in Q1 continuing‑operation revenue, a 10% year‑over‑year increase driven by strong growth in its Life Sciences Services segment. Commercial cell and gene therapy services surged 33%, pushing the segment to represent 56% of total revenue. The...
HealthStream Inc (HSTM) Q1 2026 Earnings Call Transcript
HealthStream reported Q1 2026 revenue of $73.5 million, a modest 1% increase driven by strong subscription‑based SaaS growth despite legacy product attrition. Core platforms—CredentialStream, ShiftWizard and the Competency suite—posted revenue gains of 25%, 19% and 12% respectively, while free cash flow...
Boise Cascade Co (BCC) Q1 2026 Earnings Call Transcript
Boise Cascade reported first‑quarter 2026 sales of $1.5 billion, a 7% year‑over‑year decline, with net income falling to $40.3 million ($1.06 EPS). The Oakdale plywood and veneer plant outage trimmed $8 million of EBITDA and will continue to depress results through a partial...
Apple Hospitality REIT Inc (APLE) Q1 2026 Earnings Call Transcript
Apple Hospitality REIT reported a full‑year 2025 RevPAR of $118, down 1.6% as government travel weakness and weather disruptions weighed on demand. Adjusted hotel EBITDA fell 8.6% to $474 million and EBITDA margins slipped to 34.3% for the year. The REIT...
Tennant Co (TNC) Q1 2026 Earnings Call Transcript
Tennant Co reported Q1 2026 results heavily impacted by a North American ERP go‑live that trimmed net sales by $30 million and shaved $22 million from adjusted EBITDA. The disruption caused a $15 million unrecoverable loss, drove a GAAP net loss of $4.4 million,...
ADC Therapeutics SA (ADCT) Q1 2026 Earnings Call Transcript
ADC Therapeutics reported Q1 2026 product revenue of $15.8 million, a decline from the prior year, while GAAP net loss narrowed to $41 million ($0.30 per share). Operating expenses fell 12.1% on a non‑GAAP basis, driven by lower R&D spend. The company...
Powell Industries Inc (POWL) Q2 2026 Earnings Call Transcript
Powell Industries reported Q1 FY2026 revenue of $251 million, a 4% year‑over‑year increase, with international sales rising 29% while domestic revenue slipped 1%. New orders surged 63% to $439 million, driven by mega contracts in LNG and data‑center infrastructure, delivering a book‑to‑bill...
Unitil Corp (UTL) Q1 2026 Earnings Call Transcript
Unitil Corp reported adjusted earnings of $3.16 per share for 2025, a 6.4% increase year‑over‑year, driven by higher margins and the integration of Bangor Natural Gas and Maine Natural Gas. The acquisitions added roughly 15,900 gas customers and are expected...
Diversified Healthcare Trust (DHC) Q1 2026 Earnings Call Transcript
Diversified Healthcare Trust reported Q1 2026 revenue of $382.7 million, a 3% year‑over‑year increase, driven primarily by strong performance in its senior housing (SHOP) segment. Adjusted EBITDA rose 7% to $73.6 million and funds from operations surged 172% to $18.6...
Alamo Group Inc (ALG) Q1 2026 Earnings Call Transcript
Alamo Group reported Q1 2026 consolidated revenue of $419.1 million, essentially flat year‑over‑year, while its Industrial Equipment division posted a record $240.7 million in sales, up 17.6% organically. Operating income rose 10% to $47.1 million, driven by higher margins and a 6% reduction...
OSI Systems Inc (OSIS) Q3 2026 Earnings Call Transcript
OSI Systems reported record Q1 revenue of $344 million, a 23% year‑over‑year increase, driven primarily by a 36% surge in its Security division. Non‑GAAP adjusted EPS hit a record $1.25, while backlog climbed to $1.8 billion, all attributable to Security contracts. The...
Matson Inc (MATX) Q1 2026 Earnings Call Transcript
Matson Inc. reported Q1 2026 consolidated operating income of $61.4 million, a $20.7 million decline from a year earlier, driven by weaker Ocean Transportation and Logistics segments. Despite the drop, the company lifted its full‑year operating‑income guidance, projecting modestly higher...
Travere Therapeutics Inc (TVTX) Q1 2026 Earnings Call Transcript
Travere Therapeutics reported record commercial performance for FILSPARI, posting $322 million in 2025 sales—a 144% year‑over‑year increase—and a Q4 record of 908 new patient start forms. The company secured a new FDA PDUFA target date of April 13, 2026 for the FSGS indication...
Berkshire Hathaway Posts $11.35 Billion Earning
Berkshire Hathaway reported $11.35 billion in operating earnings for the latest quarter, driven by strong performance from its BNSF railroad and insurance operations. The conglomerate’s cash hoard swelled to a record $397 billion, prompting the first share‑buyback program under new CEO Greg...
The Most Important Part of These 3 Big Pharma Earnings Reports Wasn’t the Beat
Big‑pharma earnings season highlighted AbbVie, AstraZeneca and GSK all beating top‑line expectations, with each company raising or reaffirming guidance. AbbVie posted a 12% revenue jump, driven by Skyrizi and Rinvoq, and lifted its FY2026 EPS outlook to $14.08‑$14.28. AstraZeneca’s oncology,...
LPL Maintains Commonwealth Retention Target, Eyes Recruiting Rebound
LPL Financial reaffirmed its goal of retaining 90% of client assets from the $2.7 billion Commonwealth acquisition, noting that more than 80% of those assets are already under firm control. The integration is on track, with all Commonwealth advisors slated to...
April Earnings Update: Apple, Meta, Alphabet, Microsoft, Tesla, Netflix
April’s earnings season saw most of the world’s largest tech and consumer firms exceed Wall Street forecasts, underscoring the accelerating impact of artificial‑intelligence services on top‑line growth. Apple posted a 22% YoY jump in iPhone revenue, while Alphabet’s Google Cloud...
The Estée Lauder Companies Will Reduce Department Store Footprint as It Focuses on ‘High-Growth’ Online Channels
The Estée Lauder Companies reported a 5% rise in third‑quarter net sales to $3.7 billion, led by a 10% jump in fragrance revenue. While the Estée Lauder brand posted double‑digit growth, Too Faced sales fell sharply and the Bobbi Brown line will leave U.S....