Old Dominion Freight Line Inc (ODFL) Q1 2026 Earnings Call Transcript
Old Dominion Freight Line reported Q2 2025 revenue of $1.41 billion, a 6.1% decline year‑over‑year, as LTL tons per day fell 9.3%. The operating ratio deteriorated to 74.6%, up 270 basis points, driven by higher overhead and employee benefit costs, which now represent 39.5% of wages. Capital expenditures totaled $187 million in the quarter, reflecting continued investment in network capacity and technology. Management emphasized disciplined pricing, expects the operating ratio to slip another 80‑120 basis points in Q3, and remains optimistic about long‑term demand recovery despite near‑term softness.
Biogen Inc (BIIB) Q1 2026 Earnings Call Transcript
Biogen reported $2.8 billion revenue for Q1 2026, a 7% increase driven by four new launch products and resilient U.S. multiple‑sclerosis sales. Non‑GAAP diluted EPS rose 4% to $5.25, and the company lifted its 2025 EPS guidance to $15.50‑$16 while keeping revenue...
Amarin Corporation PLC (AMRN) Q1 2026 Earnings Call Transcript
Amarin Corporation reported first‑quarter 2024 net revenue of $56.5 million, down from $86 million a year earlier, as U.S. sales fell amid generic competition. The company secured an extended European patent runway for VASCEPA through 2039, reinforcing its market position. European commercial...
Agios Pharmaceuticals Inc (AGIO) Q1 2026 Earnings Call Transcript
Agios Pharmaceuticals reported a 45% year‑over‑year jump in PYRUKYND net revenue to $12.5 million, driven by stronger PKD sales, an extra ordering week, and higher specialty‑pharmacy processing. The company ends the quarter with roughly $1.3 billion in cash, supporting both commercial rollout...
Climb Global Solutions Inc (CLMB) Q1 2026 Earnings Call Transcript
Climb Global Solutions reported $625.4 million gross billings for Q1 2026, a modest 3% increase driven primarily by its Distribution segment. Net sales surged 20% to $193.8 million, while adjusted EBITDA fell to $13 million due to a prior‑year high‑margin transaction. The company...
Blackbaud Inc (BLKB) Q1 2026 Earnings Call Transcript
Blackbaud reported $281 million organic revenue for Q2, up 6.8% YoY, driven by transaction solutions and favorable currency effects. Adjusted EBITDA margin rose to 38.5%, a 300‑basis‑point improvement, while non‑GAAP EPS increased 12% to $1.21 and free cash flow grew to...
American Financial Group Inc (AFG) Q1 2026 Earnings Call Transcript
American Financial Group posted Q1 2019 core operating earnings of $2.02 per share, down from $2.42 a year earlier, while net earnings reached $3.63 per share boosted by $1.61 in realized securities gains. The company announced a special cash dividend...
Penske Automotive Group Inc (PAG) Q1 2026 Earnings Call Transcript
Penske Automotive Group reported $31 billion in revenue and $1.3 billion earnings before taxes for the year, delivering $935 million net income and an annual EPS of $14.13. The company raised its quarterly dividend to $1.40 per share, marking the 21st consecutive increase,...
Silgan Holdings Inc (SLGN) Q1 2026 Earnings Call Transcript
Silgan Holdings reported Q1 2026 net sales of roughly $1.5 billion, a 4% year‑over‑year increase driven by raw‑material pass‑throughs in metal containers and favorable foreign‑currency effects. Adjusted earnings per share fell to $0.67, pressured by higher interest expense and a higher...
Ionis Pharmaceuticals Inc (IONS) Q1 2026 Earnings Call Transcript
Ionis Pharmaceuticals reported record 2025 revenue of $944 million, a 34% year‑over‑year increase driven by strong sales of TRYNGOLZA, the launch of DAWNZERA, and robust R&D collaboration fees. Phase III data for olezarsen demonstrated up to a 72% reduction in triglycerides and...
Vita Coco Company Inc (COCO) Q1 2026 Earnings Call Transcript
Vita Coco reported Q1 2026 net sales of $610 million, up 18% year‑over‑year, propelled by a 26% surge in its branded coconut water line. The Americas segment grew 15% while the international segment jumped 37%, with Europe delivering the strongest momentum....
Red Rock Resorts Inc (RRR) Q1 2026 Earnings Call Transcript
Red Rock Resorts reported a record $499.5 million Las Vegas net revenue for Q1 2026, up 0.9% YoY, while adjusted EBITDA margin slipped to 46.5%, down 113 basis points. Consolidated net revenue reached $507.3 million, and operating free cash flow generated $107 million, supporting a...
Align Technology Inc (ALGN) Q1 2026 Earnings Call Transcript
Align Technology reported Q1 2026 revenue of $1.04 billion, a 6% year‑over‑year increase driven by record Invisalign shipments of 686,000 cases and higher average selling prices. Clear Aligner revenue rose 7% to $856 million while systems and services grew modestly to $184 million....
Plexus Corp (PLXS) Q2 2026 Earnings Call Transcript
Plexus Corp reported a record $852 million Q1 2020 revenue, up 11% year‑over‑year and 5% sequentially, beating the top end of its guidance. GAAP EPS reached $1.03 and non‑GAAP EPS $1.00, both above expectations, while operating margin hit 4.7% at the midpoint...
Conmed Corp (CNMD) Q1 2026 Earnings Call Transcript
Conmed Corp reported Q1 2026 results with total sales of $373.2 million, a 7.9% year‑over‑year increase, and full‑year revenue of $1.375 billion, up 5.2%. Orthopedic sales led growth, rising 12.1% in the quarter and 5.5% for the year, while international sales surged...
Cheesecake Factory Inc (CAKE) Q1 2026 Earnings Call Transcript
The Cheesecake Factory reported Q1 fiscal 2026 revenue of $978.8 million, surpassing its guidance, with adjusted diluted EPS of $1.05 and a 5.2% adjusted net‑income margin. Comparable sales rose 1.6% at the flagship concept while fast‑casual brand Flower Child posted...
Delek Logistics Partners LP (DKL) Q1 2026 Earnings Call Transcript
Delek Logistics Partners reported a record 2025 adjusted EBITDA of $536 million, driven by strong natural‑gas, crude and water operations and the integration of H2O and Gravity assets. The new Libbey II processing plant raised capacity to roughly 160 MMscf per day, supporting...
Oatly Group AB (Publ) (OTLY) Q1 2026 Earnings Call Transcript
Oatly reported a 9.2% company‑wide volume increase in Q1, driven primarily by Greater China and solid gains in Europe and International markets. Reported revenue slipped 0.8% while constant‑currency revenue rose 0.7%, reflecting an 8.5% price‑mix decline and a modest FX...
Evercore Inc (EVR) Q1 2026 Earnings Call Transcript
Evercore reported record adjusted net revenue of $3.9 billion for 2025, a 29% increase, and a record $839 million adjusted operating income, up 50% year‑over‑year. Non‑M&A businesses contributed roughly 45% of total revenue, highlighting the firm’s diversification. The firm completed the Robey Warshaw...
Benchmark Electronics Inc (BHE) Q1 2026 Earnings Call Transcript
Benchmark Electronics posted Q1 2026 revenue of $677 million, a 7% year‑over‑year increase, and non‑GAAP EPS of $0.58, both at the top of guidance. Growth was driven by strong performance in Medical (+24% YoY), Advanced Computing & Communications (+41% YoY) and...
Delek US Holdings Inc (DK) Q1 2026 Earnings Call Transcript
Delek US Holdings reported a GAAP net loss of $106 million ($1.76 per share) and an adjusted loss of $33 million ($0.56 per share) for Q1 2026, while adjusted EBITDA climbed to $170.2 million on stronger refining margins. The company posted record system‑wide refinery...
Regeneron Pharmaceuticals Inc (REGN) Q1 2026 Earnings Call Transcript
Regeneron reported Q1 2025 revenue of $3 billion, with Dupixent and Libtayo delivering double‑digit growth while U.S. EYLEA sales fell 39% to $736 million amid co‑pay assistance gaps and rising Avastin use. Gross margin guidance was revised to 86‑87% after larger‑than‑expected inventory...
SoFi Technologies Inc (SOFI) Q1 2026 Earnings Call Transcript
SoFi Technologies reported a record Q1 2026 with adjusted net revenue of $1.1 billion, up 41% year‑over‑year, driven by strong lending and fee‑based businesses. Loan originations hit an all‑time high of $12.2 billion, including a $8.3 billion personal loan record, while membership grew...
Vulcan Materials Co (VMC) Q1 2026 Earnings Call Transcript
Vulcan Materials reported adjusted EBITDA of $2.3 billion for 2025, a 13% increase, with margin expanding to 29.3%. The aggregates segment delivered $11.33 cash gross profit per ton and shipped 227 million tons, up 3% driven largely by acquisitions. Free cash flow...
Bunge Global Ltd (BG) Q1 2026 Earnings Call Transcript
Bunge Global reported adjusted EPS of $1.99 for Q4 2025, down from $2.13 a year earlier, while adjusted segment EBIT rose to $756 million, a $210 million increase. The company highlighted $190 million of realized synergies from the Viterra integration, targeting a $220 million...
SBA Communications Corp (SBAC) Q1 2026 Earnings Call Transcript
SBA Communications reported Q1 2026 AFFO of $3.19 per share and raised its quarterly dividend 13% to $1.25, reflecting strong leasing activity and disciplined capital allocation. Domestic lease additions added roughly $10 million, while service revenue grew 13% year‑over‑year. The company...
Avantor Inc (AVTR) Q1 2026 Earnings Call Transcript
Avantor reported Q1 2026 revenue of $1.62 billion, a 5% organic decline, and posted adjusted EPS of $0.22. The quarter featured a $785 million non‑cash goodwill impairment in its lab distribution business and an adjusted EBITDA margin of 16.5%, beating internal forecasts....
Viavi Solutions Inc (VIAV) Q3 2026 Earnings Call Transcript
Viavi Solutions reported Q3 FY2026 revenue of $406.8 million, a 42.8% year‑over‑year increase and 10.2% sequential growth, beating the top end of its guidance. Operating margin rose to 21% and EPS to $0.27, both exceeding forecasts. The NSE segment surged 54.4%...
Service Corporation International (SCI) Q1 2026 Earnings Call Transcript
Service Corporation International reported adjusted earnings per share of $1.14 for Q1 2026, an 8% increase quarter‑over‑quarter and 9% year‑over‑year. Preneed sales surged, with funeral production up 11% and cemetery production up 2%, while SCI Direct completed its shift to...
Federal National Mortgage Association (FNMA) Q1 2026 Earnings Call Transcript
AGNC reported a $0.18 per share comprehensive loss for Q1 2026, delivering a negative 1.6% economic return on tangible equity, though its tangible book value recovered roughly 6% in April. Leverage edged up to 7.4x and the REIT held $7 billion...
Invitation Homes Inc (INVH) Q1 2026 Earnings Call Transcript
Invitation Homes reported 2.3% same‑store NOI growth for 2025, driven by modest revenue expansion and high occupancy of 96.8%. The company completed its ResiBuilt acquisition, giving it in‑house build‑to‑rent capabilities while keeping near‑term activity fee‑based. Liquidity remains strong at $1.7 billion,...
ETSY Inc (ETSY) Q1 2026 Earnings Call Transcript
Etsy reported a $2.8 billion consolidated Gross Merchandise Sales (GMS) for Q1 2026, a 4.8% year‑over‑year decline, while revenue rose 4% to $673 million and adjusted EBITDA reached $169 million, delivering a 25.1% margin. The take rate improved to 24%, up 200 basis points,...
AbbVie Inc (ABBV) Q1 2026 Earnings Call Transcript
AbbVie reported Q1 2024 revenue of $12.3 billion and adjusted earnings per share of $2.31, both topping internal forecasts. The company highlighted more than 15% growth from its post‑Humira portfolio, driven by double‑digit gains in Skyrizi, Rinvoq, Venclexta and other assets....
Antero Resources Corp (AR) Q1 2026 Earnings Call Transcript
Antero Resources reported over $750 million of free cash flow in 2025, enabling a $300 million debt reduction, $136 million of share repurchases and $250 million of accretive acquisitions. The company closed the HG Energy acquisition ahead of schedule, adding 385,000 net acres and...
Everest Group Ltd (EG) Q1 2026 Earnings Call Transcript
Everest Re Group reported a strong start to 2021, posting $342 million net income and a 15% annualized return on equity. Gross written premiums rose 14% YoY, while the combined ratio improved to 98.1% despite significant U.S. winter storm and Australian...
Chipotle Mexican Grill Inc (CMG) Q1 2026 Earnings Call Transcript
Chipotle Mexican Grill reported Q1 2026 revenue of $3.1 billion, up 7.4% year‑over‑year, with comparable‑store sales rising 0.5% and a return to positive transaction growth. Digital sales now represent 38.6% of total, while adjusted EPS fell 17% to $0.24 amid higher...
St Joe Co (JOE) Q1 2026 Earnings Call Transcript
The St. Joe Company reported a 16% revenue increase and 20% net‑income growth in its latest quarter, with recurring revenue climbing to 63% of total sales. Management highlighted a $36.5 million cap‑ex program, $10.1 million share‑repurchase, and $8.1 million dividend payouts, driving the...
Everspin Technologies Inc (MRAM) Q1 2026 Earnings Call Transcript
Everspin Technologies reported Q1 2026 revenue of $14.9 million, a 14% year‑over‑year increase, driven by a 28% rise in MRAM product sales. The company secured a new two‑and‑a‑half‑year, $40 million subcontract with a U.S. prime defense contractor to provide Toggle MRAM technology....
AXIS Capital Holdings Ltd (AXS) Q1 2026 Earnings Call Transcript
Axis Capital reported a strong Q1 2021, with gross premiums written up 17% to $1.1 billion and net income of $116 million, delivering a 9.9% annualized ROE. The insurer’s combined ratio improved to 88% ex‑cat, while the reinsurance segment saw a 4%...
Booking Slides as Second-Quarter Guidance Misses on Mideast
Booking Holdings forecast second‑quarter revenue growth of 4%‑6%, missing the Wall Street consensus of 11%. The shortfall reflects weakened travel demand due to the ongoing Middle East conflict, which the company expects to dampen bookings through June. In response, Booking...
Spotify Co-CEOs Outline AI Ambitions and More on Q1 2026 Earnings Call
Spotify’s Q1 2026 earnings call highlighted a bold AI push, with co‑CEOs comparing the opportunity to the 2009 iPhone launch and detailing increased compute spend despite flat headcount. Revenue rose 14% YoY to $5.30 bn, while monthly active users hit 761 million and...
Industrial Loads Boost Consumers Energy’s Sales as Coal Plant Emergency Order Costs Rise
Consumers Energy’s electric sales rose 5.9% YoY in Q1 2026, driven by strong industrial load growth that lifted total revenue 5.3% to $1.37 billion. The utility expects new data‑center and industrial projects, including a $1.2 billion fertilizer plant, to sustain 2‑3% annual sales...
Centene Hikes 2026 Profit Guidance After Buoyant Q1
Centene posted Q1 adjusted earnings of $3.37 per share, far surpassing analysts’ $2.25‑$2.30 expectations, driven by rate hikes that offset a 2‑million drop in ACA enrollment. Net profit rose 18% to $1.5 billion on revenue of $49.9 billion, prompting the company to...
Coca-Cola Europacific Partners Q1 Earnings Call Highlights
Coca‑Cola Europacific Partners (CCEP) reported a solid start to 2026, with Q1 revenue up 9.8% year‑over‑year, driven by volume growth of about 8% and positive brand mix, especially from Monster and new Coca‑Cola innovations. Europe volumes rose 1.4% and APS...
ASSA ABLOY AB (Publ) (ASAZY) Q1 2026 Earnings Call Transcript
ASSA ABLOY reported a strong start to fiscal 2026, with organic sales up 2% and an additional 2% boost from acquisitions. EBIT margin improved by 40 basis points year‑over‑year, while EBITDA reached 15.3% of revenue. Operating leverage stood at 51%,...
YIT Oyj (YITYY) Q1 2026 Earnings Call Transcript
YIT Oyj reported a solid start to 2026, with its Residential Central‑and‑Eastern Europe (CEE) segment delivering double‑digit revenue growth and expanding margins. Both contracting divisions posted higher sales, reinforcing the company’s trajectory toward its full‑year profitability targets despite lingering global...
Fair Isaac Corp (FICO) Q2 2026 Earnings Call Transcript
Fair Isaac (FICO) posted Q1 2026 revenue of $512 million, up 16% year‑over‑year, and GAAP net income of $158 million, up 4%. The Scores segment drove 29% revenue growth, led by a 60% jump in mortgage origination revenue, while the Software segment...
Seagate Technology Holdings PLC (STX) Q3 2026 Earnings Call Transcript
Seagate reported Q3 2025 revenue of $2.16 billion, up 31% year‑over‑year but down 7% sequentially due to temporary supply constraints. Non‑GAAP gross profit rose 81% YoY, with gross margin expanding to 36.2% and operating margin reaching a historic 23.5%. The company...
Pebblebrook Hotel Trust (PEB) Q1 2026 Earnings Call Transcript
Pebblebrook Hotel Trust posted Q2 2025 results that topped guidance, delivering same‑property hotel EBITDA of $115.8 million and adjusted FFO of $0.65 per share. Strong performance came from urban markets—San Francisco RevPAR rose 15.2% YoY—and out‑of‑room revenue gains at Newport Harbor Island...
ONEOK Inc (OKE) Q1 2026 Earnings Call Transcript
ONEOK reported adjusted EBITDA of $1.98 billion, a 12% sequential rise, and net income of $841 million, up more than 30% quarter‑over‑quarter. The company cut senior notes by roughly $600 million, moving toward a 3.5‑times leverage target for 2026, and reaffirmed its 2025...