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.
Southern Co (SO) Q1 2026 Earnings Call Transcript
Southern Company raised its five‑year base capital plan by $13 billion to $76 billion, driven by $12 billion of state‑regulated generation projects and an $800 million wind‑repowering program. A settlement in Georgia extended the 2022 alternate rate plan, eliminating a 2025 base‑rate case and...
Emergent BioSolutions Inc (EBS) Q1 2026 Earnings Call Transcript
Emergent BioSolutions reported Q1 2024 revenue of $300 million, an 83 % year‑over‑year increase driven by strong NARCAN and medical‑countermeasure sales. Adjusted EBITDA turned positive to $67 million and adjusted net income to $31 million, reversing last year’s losses. The company secured a new...
Healthcare Realty Trust Inc (HR) Q1 2026 Earnings Call Transcript
Healthcare Realty Trust reported normalized FFO of $1.61 per share and same‑store NOI growth of 4.8% for 2025, both exceeding guidance. The REIT executed 5.8 million square feet of leasing, improved tenant retention to 82%, and raised cash leasing spreads. Asset...
AMETEK Inc (AME) Q1 2026 Earnings Call Transcript
AMETEK reported record fourth‑quarter results, posting $2 billion in sales, a 13% year‑over‑year increase, and a historic backlog of $3.58 billion. Operating income rose to $523 million, driving operating margins to 26.2% (core 27.6%) and EBITDA to $618 million with a 30.9% margin. Free...
Frontdoor Inc (FTDR) Q1 2026 Earnings Call Transcript
Frontdoor reported Q1 revenue of $426 million, up 13% year‑over‑year, driven by a 2% organic rise and an 11% boost from the 2‑10 Home Buyers Warranty acquisition. Net income climbed 9% to $37 million and adjusted EBITDA surged 41% to $100 million, while...
OFS Capital Corp (OFS) Q1 2026 Earnings Call Transcript
OFS Capital Corp reported Q1 2026 net investment income of $0.20 per share, down from $0.22, as higher rates on new unsecured notes and Fed rate cuts compressed margins. Net asset value fell 10% to $9.19 per share, driven by...
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...
Rimini Street Inc (RMNI) Q1 2026 Earnings Call Transcript
Rimini Street reported Q3 2025 revenue of $103.4 million, a 1.2% YoY decline, while core (non‑PeopleSoft) revenue grew 2.5%. The company settled its Oracle litigation, committing to wind down PeopleSoft support by July 2028, which reduced gross margin to 59.9%. Billings and...
OneSpan Inc (OSPN) Q1 2026 Earnings Call Transcript
OneSpan reported Q2 2025 results showing a modest 2% revenue decline to $59.8 million, offset by strong subscription growth and higher profitability. Annual recurring revenue rose 8% to $178 million, boosted by the $8 million contribution from the recent Nok Labs acquisition. Adjusted EBITDA...
Entegris Inc (ENTG) Q1 2026 Earnings Call Transcript
Entegris reported Q4 2025 revenue of $824 million, a 3% year‑over‑year decline but a 2% sequential increase, with gross margin and adjusted EBITDA margin at the high end of guidance. Free cash flow rose to $404 million, delivering a 12.7% margin—about 300...
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...
Offerpad Solutions Inc (OPAD) Q1 2026 Earnings Call Transcript
Offerpad Solutions posted Q1 2026 revenue of $80 million from 263 transactions, staying within its $70‑95 million guidance. Gross margin improved to 6.9 percent, and operating expenses fell to $12.2 million, down from $16.7 million a year earlier. Adjusted EBITDA loss narrowed to $6.7 million, reflecting...
A O Smith Corp (AOS) Q1 2026 Earnings Call Transcript
A. O. Smith reported record 2025 earnings, posting EPS of $3.85—a 6% increase—driven by higher commercial water‑heater and boiler volumes and stronger water‑treatment margins. Total sales rose modestly to $3.8 billion, offset by a 12% decline in China after subsidy cuts....
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...
IRhythm Holdings, Inc (IRTC) Q1 2026 Earnings Call Transcript
iRhythm reported Q2 2025 revenue of $186.7 million, up 26.1% year‑over‑year, driven by strong long‑term monitoring sales, Zio AT growth, and innovative channel partners. The company lifted its full‑year 2025 non‑GAAP revenue outlook to $720‑$730 million and raised adjusted EBITDA margin guidance to...
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...
Phinia Inc (PHIN) Q1 2026 Earnings Call Transcript
Phinia Inc. reported record third‑quarter fiscal 2025 results, posting $908 million in net sales, an 8.2% year‑over‑year increase, and a record adjusted EBITDA of $133 million at a 14.6% margin. The company closed its $47 million acquisition of Swedish Electromagnet Invest (SEM) in...
Ardelyx Inc (ARDX) Q1 2026 Earnings Call Transcript
Ardelyx reported total Q3 2025 revenue of $110.3 million, a 12% increase year‑over‑year, driven primarily by a 92% surge in IBSRELA sales to $78.2 million. XPHOZAH contributed $27.4 million, marking a 9% sequential rise, and the company raised its full‑year IBSRELA revenue guidance...
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...
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...
Aptargroup Inc (ATR) Q1 2026 Earnings Call Transcript
AptarGroup reported Q2 2026 adjusted earnings per share of $1.66, an 18% year‑over‑year increase, driven by growth across pharma, closures and beauty segments. Core sales rose 3% while reported sales grew 6% aided by a 3% foreign‑currency tailwind. The company...
Safehold Inc (SAFE) Q1 2026 Earnings Call Transcript
Safehold Inc. reported Q1 2026 results highlighting $167 million of new transactions, primarily affordable‑housing ground leases in Southern California, and a $400 million unsecured term loan that refinanced near‑term debt. The company earned an A‑ rating from S&P and single‑A from all...
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...
Standard Motor Products Inc (SMP) Q1 2026 Earnings Call Transcript
Standard Motor Products reported Q1 2026 net sales up 12.2% year‑over‑year, propelled primarily by the Nissens acquisition which contributed $64 million in the quarter and $305 million for the year. Adjusted EBITDA margin improved to 9.7% of net sales, while vehicle‑control and...
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...
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...
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...
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...
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....
Illinois Tool Works Inc (ITW) Q1 2026 Earnings Call Transcript
Illinois Tool Works reported Q1 2026 revenue of $4.6% growth, driven largely by currency effects and modest 0.4% organic expansion. GAAP EPS rose 12% to $2.66 and operating margin improved 60 basis points to 25.4%, helped by 120 basis points...
ADT Inc (ADT) Q1 2026 Earnings Call Transcript
ADT Inc. posted full‑year 2025 revenue of $5.1 billion, a 5% increase, and adjusted EBITDA of $2.68 billion, up 4%. Adjusted earnings per share rose 19% to $0.89, while free cash flow grew 16% and the company returned nearly $800 million to shareholders....
Medical Properties Trust Inc (MPT) Q1 2026 Earnings Call Transcript
Medical Properties Trust reported Q1 2024 results, highlighting $1.6 billion of liquidity transactions and a $900 million cash sale of 75% of its Utah hospital portfolio while retaining a 25% interest. The company reduced net debt by $1.6 billion, now holding about $900 million...
Cohu Inc (COHU) Q1 2026 Earnings Call Transcript
Cohu Inc. reported a 57% year‑over‑year surge in orders, propelled by AI and high‑performance computing (HPC) demand, and highlighted a $750 million pipeline targeting test handlers and HBM inspection. Non‑GAAP revenue reached $125.1 million with a 46.5% gross margin, while recurring revenue...
ACCO Brands Corp (ACCO) Q1 2026 Earnings Call Transcript
ACCO Brands reported a 4% decline in fourth‑quarter revenue and an 8% drop in comparable sales, with gross margin falling 110 basis points to 33.6% amid weaker volumes and adverse product mix. The company delivered $35 million in cost‑reduction savings, moving...
Diamondrock Hospitality Co (DRH) Q1 2026 Earnings Call Transcript
DiamondRock Hospitality reported Q1 2019 results that slightly exceeded internal expectations, driven by a 2% overall RevPAR increase and stronger food‑and‑beverage performance. Adjusted EBITDA and adjusted FFO were marginally ahead of forecasts, while the company repurchased 3.1 million shares at a...
Albany International Corp (AIN) Q1 2026 Earnings Call Transcript
Albany International reported Q1 2020 net sales of $235.8 million, a 6.2% decline year‑over‑year, while gross margin improved to 37.9% and Machine Clothing achieved a record 53% margin. Adjusted EBITDA rose 2.6% to $59.1 million, but net income fell 68.8% to $9.1 million...
Floor & Decor Holdings Inc (FND) Q1 2026 Earnings Call Transcript
Floor & Decor announced a leadership change, appointing President Brad Paulsen as CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted Q3 fiscal 2025 diluted EPS of $0.53, a 10.4% increase, and total sales of...
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...
Google Cloud Surpasses $20B, but Says Growth Was Capacity-Constrained
Google Cloud reported first‑quarter 2026 revenue of $20 billion, a 63% year‑over‑year increase, driven primarily by explosive demand for its generative AI offerings. AI‑related services grew nearly 800% YoY, while Gemini Enterprise sales rose 40% quarter‑over‑quarter. The division’s backlog surged to...
Markel Corporation Q1 2026 Earnings Call Summary
Markel Corp is deepening its "business of businesses" model by giving 14 profit‑center heads more authority, while deliberately shrinking gross written premiums by 21% after exiting Global Re and moving Hagerty to a fronting structure. Underwriting quality rose, with the...
Brookfield Infrastructure Partners L.P. Q1 2026 Earnings Call Summary
Brookfield Infrastructure Partners posted a record 10% rise in first‑quarter FFO, led by a 46% surge in its Data segment after acquiring a U.S. bulk‑fiber network and commissioning 200 MW of data centers. The Midstream and Utilities units also contributed, buoyed...
Central Pacific (CPF) Q1 2026 Earnings Transcript
Central Pacific Financial Corp. reported Q1 2026 net income of $20.7 million, or $0.78 per diluted share, with a 13.9% return on equity. The bank added $31 million in loans, bringing the portfolio to $5.3 billion, while core deposits rose $90 million to $6.7 billion...
AbbVie Faces Questions About Skyrizi Competition From J&J
AbbVie’s first‑quarter earnings call highlighted growing pressure on its immunology franchise as analysts probed the company’s defense against Johnson & Johnson’s upcoming IL‑23 inhibitor. Skyrizi, AbbVie’s flagship psoriasis drug, posted $1.2 billion in Q1 sales, a 12% year‑over‑year increase, but faces...
Community Bank (CBU) Q1 2026 Earnings Transcript
Community Bank (CBU) reported a strong start to 2026, posting 9% total revenue growth and a 17% rise in operating diluted earnings per share year‑over‑year. Net interest income reached $134.7 million, up 12.1% from the prior year, while total deposits climbed...
UHS Reaffirms 2026 Volume Targets, Despite Seasonal Hits in Q1
Universal Health Services (UHS) said its first‑quarter admissions slipped due to a milder respiratory season and winter storms, with acute‑care volumes down 200 basis points and behavioral‑health volumes down 40‑50 basis points. Despite the dip, the for‑profit hospital chain reaffirmed...
Earnings Call Transcript: Konsolidator Achieves First EBITDA Profit in Q1 2026
Konsolidator, the Danish SaaS firm, posted its first EBITDA profit in Q1 2026, recording DKK 100,000 (~$14,000) after a loss a year earlier. Revenue rose 20% YoY to DKK 7.2 million (about $1.0 million) and ARR jumped 80% to DKK 25.4 million (~$3.6 million). Despite the gains, the...
UPS Executives Share Impact of Fuel Costs on Q1, Outlook for Q2
UPS reported a 1.4% year‑over‑year revenue decline to $21.2 billion for fiscal Q1 2026, driven by volatile fuel prices linked to the Iran‑Israel conflict. Despite the drop, revenue per package rose 6.5%, helped by base‑rate, mix, and a 1.1% uplift from...
Rational Market? How About ‘Dumb’ and ‘Bizarre’?
In Q1 earnings calls, W.R. Berkley’s CEO warned that standard carriers are chasing marginal property business at steep discounts, while Chubb’s CEO described a "dumb" softening of large‑account property pricing and disclosed a 14% drop on shared‑layered accounts. The Hartford highlighted...
Meta Platforms Inc (META) Q1 2026 Earnings Call Transcript
Meta Platforms reported Q1 2026 revenue of $56.3 billion, a 33% year‑over‑year increase driven by a 33% rise in family‑of‑apps ad revenue. Daily Active People reached 3.5 billion, though a slight sequential dip reflected internet disruptions in Iran and Russia. The company...