Axalta Coating Systems Ltd (AXTA) Q1 2026 Earnings Call Transcript
Axalta Coating Systems posted Q1 2026 net sales of $1.254 billion, a modest 1% decline year‑over‑year, while adjusted EBITDA reached $259 million with a 20.6% margin, beating internal forecasts. The company recorded a first‑quarter cash‑from‑operations high of $68 million and free cash flow of $21 million, underscoring strong cash conversion. Mobility Coatings delivered a record $452 million in sales, up 3%, offsetting weakness in North American Performance Coatings. Management reaffirmed full‑year guidance but warned that macro‑economic and geopolitical headwinds could pressure the second half of the year.
Donegal Group Inc (DGICA) Q1 2026 Earnings Call Transcript
Donegal Group reported Q1 2021 net income of $10.5 million, up from $3.7 million a year earlier, driven by a market‑to‑market equity gain and strong commercial line growth. Net premiums written rose 8.9% to $215.9 million, with commercial lines expanding 18.7%...
Sandisk Corp (SNDK) Q3 2026 Earnings Call Transcript
SanDisk Corp reported Q3 2026 revenue of $3.025 billion, a 31% sequential and 61% year‑over‑year increase that beat its $2.55‑$2.65 billion guidance. Non‑GAAP gross margin surged to 51.1% and operating margin to 37.5% as pricing strength and a $35 million non‑recurring expense benefit...
ProPetro Holding Corp (PUMP) Q1 2026 Earnings Call Transcript
ProPetro reported Q1 2026 revenue of $290 million, a modest 1% sequential decline, while net income turned positive at $1 million versus a loss in the prior quarter. Adjusted EBITDA surged 45% to $51 million, representing 18% of revenue, driven by strong completions...
NNN REIT Inc (NNN) Q1 2026 Earnings Call Transcript
NNN REIT reported a record $900 million in acquisitions for 2025, the highest in its history, while delivering 2.7% growth in AFFO per share to $3.44. Occupancy improved to 98.3% and the quarterly dividend rose 3.4% to $0.60, yielding 5.5%...
Monolithic Power Systems Inc (MPWR) Q1 2026 Earnings Call Transcript
Monolithic Power Systems reported record full‑year revenue of $2.8 billion, a 26.4% increase year‑over‑year, and quarterly revenue of $751.2 million, up 20.8% YoY. Management lifted its enterprise data growth outlook, setting a 50% floor for 2025, while the automotive segment surged 43%...
Kirby Corp (KEX) Q1 2026 Earnings Call Transcript
Kirby Corp reported record 2025 earnings, generating $406 million of free cash flow and returning over $100 million to shareholders through share repurchases. The company reduced debt by $130 million, lowering its debt‑to‑capital ratio to 21.4% and ending the year with $542 million of...
Boston Beer Company Inc (SAM) Q1 2026 Earnings Call Transcript
Boston Beer reported 2025 depletions down 4% and revenue falling 2.4%, yet EPS rose 4.7% to $9.89 and gross margin expanded 410 basis points to 48.5%. Free cash flow hit $216 million and the company repurchased $200 million of shares. Management forecast...
Matthews International Corp (MATW) Q2 2026 Earnings Call Transcript
Matthews International reported a transformed balance sheet in Q1 FY2026, achieving a leverage ratio below 3x after divesting its warehouse automation business for $225 million and selling Saueressig for $41 million. Net debt fell to $506 million, and pension liabilities were slashed to...
Lincoln Electric Holdings Inc (LECO) Q1 2026 Earnings Call Transcript
Lincoln Electric Holdings reported a record Q1 2026 with sales climbing 12% to $1.121 billion, propelled by a 10% price increase, favorable foreign‑exchange, and early benefits from its alloy‑steel acquisition. Adjusted EPS rose 16% to $2.50, while gross margin slipped 80...
Caterpillar Inc (CAT) Q1 2026 Earnings Call Transcript
Caterpillar reported a 5% drop in quarterly sales to $16.2 billion, driven by lower volume and weaker price realization, while its adjusted operating margin slipped to 18.3%. The company posted adjusted earnings of $5.14 per share and generated $3 billion of ME&T...
Cullen/Frost Bankers Inc (CFR) Q1 2026 Earnings Call Transcript
Cullen/Frost Bankers posted net income of $172.7 million, a 19.2% year‑over‑year increase, driven by robust loan and deposit growth. Average loans rose 6.8% to $21.5 billion and deposits climbed 3.3% to $42.1 billion, while net interest margin edged up to 3.69%. The...
USA TODAY Co Inc (TDAY) Q1 2026 Earnings Call Transcript
USA TODAY Co. posted Q1 2026 revenue of $585 million, down 5.8% year‑over‑year, while digital revenues rose to a record 47% of total. Adjusted EBITDA jumped 16.6% to $91.1 million, lifting margin to 15.6%, and free cash flow increased to $31.5 million, marking...
Finwise Bancorp (FINW) Q1 2026 Earnings Call Transcript
FinWise Bancorp reported Q1 2026 net income of $3.9 million, a 26 % year‑over‑year rise, driven by $1.6 billion in loan originations that exceeded guidance. Credit‑enhanced loan balances grew to $118 million, lifting net interest margin to 11.42 % and non‑interest income to $22.3 million. The...
CRH PLC (CRH) Q1 2026 Earnings Call Transcript
CRH plc reported a resilient first‑half 2020 performance despite a 3% drop in like‑for‑like sales. EBITDA reached $1.6 billion, a 2% increase year‑over‑year, while operating cash flow hit a record $1 billion. The group trimmed fixed costs and capital expenditures by $200 million...
Parker-Hannifin Corp (PH) Q3 2026 Earnings Call Transcript
Parker‑Hanifin reported record third‑quarter 2026 sales of $5.5 billion, driven by 6.5% organic growth, favorable currency effects and recent acquisitions. Adjusted earnings per share rose 18% to $8.17, while adjusted segment operating margin expanded to 26.7% and backlog reached a record...
Alnylam Pharmaceuticals Inc (ALNY) Q1 2026 Earnings Call Transcript
Alnylam reported a strong Q1 2021 performance, with total product sales reaching $135.8 million, an 89% year‑over‑year increase. ONPATTRO generated $102 million in revenue, growing 13% quarter‑over‑quarter, while newly launched OXLUMO contributed $9 million and GIVLAARI $24.7 million. The company announced positive Phase 3 data...
Baxter International Inc (BAX) Q1 2026 Earnings Call Transcript
Baxter International reported $3.0 billion in global sales for the quarter, an 8% reported increase and 3% operational growth, while adjusted earnings per share fell to $0.44, missing internal expectations. Margin pressure stemmed from an unfavorable product mix, higher supply costs...
Pro-Dex Inc (PDEX) Q3 2026 Earnings Call Transcript
Becton Dickinson reported Q3 fiscal 2025 revenue of $5.5 billion, up 8.5% year‑over‑year and 3% organically, while adjusted gross margin rose to 54.8% and adjusted EPS reached $3.68, beating expectations. The company announced a definitive agreement to divest its Biosciences and...
Cable One Inc (CABO) Q1 2026 Earnings Call Transcript
Cable One reported Q1 2026 revenue of $363.7 million, a 6.1% year‑over‑year decline, driven by weaker residential and business data sales. Adjusted EBITDA fell 8.1% to $193.9 million, with margins contracting 120 basis points. The company reduced net debt by...
Textron Inc (TXT) Q1 2026 Earnings Call Transcript
Textron reported a strong Q1 2026 with revenue of $3.7 billion, up 12% year‑over‑year, and adjusted EPS of $1.45, a 13% increase. Segment profit rose 10% to $320 million, driven by growth across its aviation, Bell and systems businesses. The company announced...
Intercontinental Exchange Inc (ICE) Q1 2026 Earnings Call Transcript
Intercontinental Exchange reported a record 2025 with adjusted EPS of $6.95, a 14% increase, and net revenues of $9.9 billion, up 6%. The company exceeded Black Knight acquisition synergies, delivering $230 million annually and raising the 2028 target to $275 million. Volume metrics...
Amgen Inc (AMGN) Q1 2026 Earnings Call Transcript
Amgen reported first‑quarter 2026 sales of $5.6 billion, a 4% year‑over‑year increase, driven by six high‑growth products that contributed 70% of total revenue. Repatha, Evenity, Test Buyer, TEPEZZA and the rare‑disease portfolio posted double‑digit growth, while legacy brands Prolia and XGEVA...
Wayfair Inc (W) Q1 2026 Earnings Call Transcript
Wayfair reported fourth‑quarter 2025 revenue growth of 6.9% year‑over‑year, or 7.8% when excluding the Germany exit, driven by strong U.S. demand and higher average order values. Adjusted EBITDA more than doubled to $224 million, representing 6.7% of net revenue, while contribution...
Alliant Energy Corp (LNT) Q1 2026 Earnings Call Transcript
Alliant Energy reported 2025 ongoing EPS growth of $0.18, outpacing the midpoint of its guidance and extending a decade‑long 6%+ earnings trajectory. The utility raised its dividend for the 22nd straight year while confirming 2026 earnings guidance and a 7%+...
Ensign Group Inc (ENSG) Q1 2026 Earnings Call Transcript
The Ensign Group lifted its 2025 adjusted EPS guidance to $6.34‑$6.46 per share and raised revenue expectations to $4.99‑$5.02 billion, reflecting stronger‑than‑expected occupancy, skilled‑mix growth, and disciplined acquisition integration. The company added eight new operations and three real‑estate assets in Q2,...
LKQ Corp (LKQ) Q1 2026 Earnings Call Transcript
LKQ Corp reported Q1 2026 revenue of $3.3 billion, a 2.7% year‑over‑year increase, while diluted EPS fell to $0.29 due to a $52 million goodwill impairment in its Specialty segment. Adjusted diluted EPS was $0.59, and free cash flow reached $847 million for...
Mohawk Industries Inc (MHK) Q1 2026 Earnings Call Transcript
Mohawk Industries reported Q1 2026 net sales of $2.7 billion, up 2.4% on a reported basis but down 3.3% in constant currency, reflecting mixed global demand. Adjusted earnings per share rose 3% to $2.00, driven by productivity gains, restructuring savings and...
MoneyHero Ltd (MNY) Q4 2025 Earnings Call Transcript
Monday.com posted Q4 2025 revenue of $334 million, a 25% year‑over‑year increase, and full‑year revenue of $1.23 billion, up 27%. The company highlighted a shift toward larger enterprise customers, with those generating over $50 million in ARR now representing 41% of total ARR...
DTE Energy Co (DTE) Q1 2026 Earnings Call Transcript
DTE Energy announced a leadership change, with President Joi Harris becoming CEO on September 8 and Chairman Jerry Norcia moving to Executive Chairman. The company reaffirmed its 2025 operating EPS guidance of $7.09‑$7.23 and a $4.36 annualized dividend, targeting the high...
APi Group Corp (APG) Q1 2026 Earnings Call Transcript
APi Group reported Q1 2026 net revenue of $2.12 billion, a 13.8% year‑over‑year increase driven by 11.1% organic growth in its inspection, service and monitoring (ISM) businesses. Adjusted EBITDA rose 21.9% to deliver a 13.9% margin, up 90 basis points, while...
First Internet Bancorp (INBK) Q1 2026 Earnings Call Transcript
First Internet Bancorp reported Q1 2026 results highlighting a 21% revenue jump to $42.1 million and net income of $5.3 million, driven by a 27% rise in net interest income and an 18‑basis‑point lift in net interest margin. The bank’s Banking‑as‑a‑Service platform...
Minerals Technologies Inc (MTX) Q1 2026 Earnings Call Transcript
Minerals Technologies reported Q3 2025 revenue of $532 million, a modest 1% increase both sequentially and year‑over‑year, while delivering a record EPS of $1.55 and an operating margin of 14.7%. The company highlighted strong growth in pet care, oil purification...
Southside Bancshares Inc (SBSI) Q1 2026 Earnings Call Transcript
Southside Bancshares reported a 327% jump in Q1 net income to $21 million, driven by the removal of a prior restructuring loss. Net interest margin improved to 2.98% and is expected to expand further after redeeming $93 million of subordinated debt. Credit...
Kymera Therapeutics Inc (KYMR) Q1 2026 Earnings Call Transcript
Kymera Therapeutics reported Q1 2026 revenue of $2.8 million, entirely from its Gilead collaboration, and ended the quarter with $978.7 million in cash, extending its runway into the second half of 2028. The company completed enrollment and dosing for the Phase Ib atopic...
Patrick Industries Inc (PATK) Q1 2026 Earnings Call Transcript
Patrick Industries posted Q1 2026 net sales of $924 million, a 9% year‑over‑year increase, while adjusted EPS reached $0.84 despite $0.06 per share dilution from convertible notes. The company generated $246 million of free cash flow, funded $122 million of acquisitions and...
Arcosa Inc (ACA) Q1 2026 Earnings Call Transcript
Arcosa Inc. posted record 2025 results, delivering $2.9 billion in revenue—a 12% increase—and adjusted EBITDA of $583 million, lifting the margin to 20.2%. The company announced a definitive agreement to sell its barge business for $450 million in cash, slated to close in...
TechnipFMC PLC (FTI) Q1 2026 Earnings Call Transcript
TechnipFMC reported Q1 2026 revenue of $2.5 billion and adjusted EBITDA of $453 million, delivering an 18.2% margin after excluding foreign‑exchange gains. Subsea drove most of the growth, posting $2.2 billion in revenue, a 20% EBITDA margin and a $30 billion two‑year pipeline, while...
Mastercard Inc (MA) Q1 2026 Earnings Call Transcript
Mastercard reported Q1 2026 net revenue up 15% year‑over‑year on a non‑GAAP, currency‑neutral basis, propelled by a 22% surge in value‑added services. Operating income rose 17% and earnings per share reached $4.76, aided by $3.6 billion of share repurchases. Transaction volumes grew...
Air Products and Chemicals Inc (APD) Q2 2026 Earnings Call Transcript
Air Products reported Q2 2026 earnings with EPS of $3.20, a 19% increase, and operating margin rising to 23.7%, up over 200 basis points. Sales grew 9% and return on capital held at 11.4%, while the company returned $800 million to...
Beazer Homes USA Inc (BZH) Q2 2026 Earnings Call Transcript
Beazer Homes reported first‑quarter 2026 revenue of $359.7 million on 700 closings, with an average selling price of $514,000. Gross margin was 14% after a $6.4 million litigation charge, which would have been 15.8% otherwise, and adjusted EBITDA was a negative $11.2 million....
CNX Resources Corp (CNX) Q1 2026 Earnings Call Transcript
CNX Resources outlined a front‑loaded 2026 capital plan, allocating roughly 60% of annual CapEx to the first half while maintaining a flat production outlook for the year. The Deep Utica program will complete five laterals at an average cost of...
Casella Waste Systems Inc (CWST) Q1 2026 Earnings Call Transcript
Casella Waste Systems reported Q1 2026 revenue of $469.1 million, a 9.7% increase driven by acquisitions and same‑store growth. Adjusted EBITDA rose 12.7% to $107 million, with margin expanding to 22.8%, while full‑year 2025 results showed double‑digit growth across revenue,...
Labcorp Holdings Inc (LH) Q1 2026 Earnings Call Transcript
Labcorp reported full‑year 2025 enterprise revenue up more than 7% and adjusted EPS rising 13%, driven by strong Diagnostics and Central Laboratory performance. Fourth‑quarter revenue reached $3.5 billion, margins expanded 120 basis points, and free cash flow hit $1.2 billion despite a seasonal...
Willis Towers Watson PLC (WTW) Q1 2026 Earnings Call Transcript
Willis Towers Watson reported 5% organic revenue growth for the full year, surpassing its mid‑single‑digit target, while adjusted operating margin expanded 130 basis points to 25.2%. Adjusted diluted EPS rose 13% on a comparable basis, and free cash flow reached...
AC Immune SA (ACIU) Q1 2026 Earnings Call Transcript
Eli Lilly reported a 56% year‑over‑year revenue surge in Q1 2026, propelled by its incretin portfolio—Mounjaro and Zepbound generated $12.8 billion in global sales. The company secured FDA approval for Koundeo, the first oral GLP‑1 for obesity, and logged over 20,000...
Xerox Holdings Corp (XRX) Q1 2026 Earnings Call Transcript
Xerox Holdings reported Q1 2026 revenue of $2.03 billion, a 26% increase in actual currency but a 9% decline on a pro‑forma basis after accounting for recent acquisitions. Adjusted operating margin slipped to 5% and free cash flow fell to $184 million,...
Encompass Health Corp (EHC) Q1 2026 Earnings Call Transcript
Encompass Health reported a strong Q1 2019, with consolidated revenue up 7.5% to $1.124 billion and adjusted EBITDA rising 8.8% to $242.9 million, delivering $1.04 earnings per share. The company announced a definitive agreement to acquire Alacare Home Health and Hospice, adding 46...
Forum Energy Technologies Inc (FET) Q1 2026 Earnings Call Transcript
Forum Energy Technologies reported Q1 2026 revenue of $209 million, an 8% year‑over‑year increase driven by offshore and international growth. Adjusted EBITDA rose 14% to $23 million, while adjusted net income surged 300% to $6 million, helped by a favorable tax rate and...
Sinclair Inc (SBGI) Q1 2026 Earnings Call Transcript
Sinclair Inc. reported Q1 2026 revenue of $836 million, a drop from $1.0 billion driven primarily by a steep decline in political advertising. Core advertising rebounded 14% year‑over‑year, boosted by live‑sports demand and the Digital Remedy acquisition. Management highlighted early signs...