Industrial Logistics Properties Trust (ILPT) Q1 2026 Earnings Call Transcript
Industrial Logistics Properties Trust (ILPT) reported a stable portfolio with 94.4% occupancy and a 7‑year weighted average lease term, while highlighting strong rent‑growth from new and renewal leases that added $8.2 million of annualized revenue. Two sizable vacancies in Hawaii and Indianapolis reduced occupancy by 4.6% and cut quarterly rental revenue by $1.8 million, but management expects to fill them in 2025. The REIT leveraged new interest‑rate caps on its $1.2 billion and $1.4 billion floating‑rate loans, lowering projected Q1 2025 interest expense to roughly $70 million. Normalized FFO is guided between $0.16 and $0.18 per share for the first quarter, reflecting the combined impact of lease‑rate gains and lower financing costs.
UFP Industries Inc (UFPI) Q1 2026 Earnings Call Transcript
UFP Industries reported Q2 2025 net sales of $1.8 billion, a 3.5% year‑over‑year decline, while adjusted EBITDA fell 15% to $174 million and margin slipped to 9.5%. The company highlighted a 45% surge in its SureStone composite decking sales and continued rollout...
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...
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...
Avnet Inc (AVT) Q3 2026 Earnings Call Transcript
Avnet reported third‑quarter fiscal 2025 revenue of $5.3 billion, a 6% decline year‑over‑year but at the high end of its guidance, driven by strong performance in Asia and its Farnell segment. Adjusted diluted EPS came in at $0.84, beating the top...
Amazon.com Inc (AMZN) Q1 2026 Earnings Call Transcript
Amazon posted $181.5 billion revenue, up 17% YoY, and a record 13.1% operating margin. AWS revenue jumped 28% YoY, adding $2 billion sequentially and reaching a $150 billion annualized run rate, with a $364 billion backlog that excludes a $100 billion Anthropic deal. The custom...
Acadia Healthcare Company Inc (ACHC) Q1 2026 Earnings Call Transcript
Acadia Healthcare reported Q3 2025 revenue of $851.6 million, a 4.4% year‑over‑year increase, but adjusted EBITDA slipped to $173 million, $5 million below internal forecasts. The company lowered its full‑year outlook, trimming revenue to $3.28‑$3.30 billion and adjusted EBITDA to $650‑$660 million....
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...
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,...
NWPX Infrastructure Inc (NWPX) Q1 2026 Earnings Call Transcript
NWPX Infrastructure posted record 2025 results, with net sales reaching $526 million, a 6.8% increase year‑over‑year, and free cash flow of $47.1 million surpassing forecasts. Both the Water Transmission Systems (WTS) and Precast segments delivered higher margins, driven by price hikes and...
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...
Lithia Motors Inc (LAD) Q1 2026 Earnings Call Transcript
Lithia Motors reported a record $9.2 billion revenue for Q1 2026, lifting full‑year sales to $37.6 billion, a 4% increase. Adjusted diluted EPS grew 16% to $33.46, while same‑store revenues were flat and vehicle gross profit per unit fell $258 amid industry...
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....
KLA Corp (KLAC) Q3 2026 Earnings Call Transcript
KLA Corp reported Q3 2026 revenue of $3.415 billion, up 11% year‑over‑year and ahead of its $3.35 billion midpoint guidance. Non‑GAAP diluted EPS came in at $9.40 and gross margin improved to 62.2%, driven by a stronger service mix and manufacturing scale....
Waystar Holding Corp (WAY) Q1 2026 Earnings Call Transcript
Waystar Holding Corp. reported Q4 2025 revenue of $304 million, a 24% year‑over‑year increase, driven by strong subscription growth and the recent Iodine Software acquisition. Adjusted EBITDA rose 29% to $129 million, delivering a 42.5% margin, while net revenue retention hit 112%...
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...
Hayward Holdings Inc (HAYW) Q1 2026 Earnings Call Transcript
Hayward Holdings reported Q2 2026 net sales of $300 million, up 5%, and a record gross profit margin of 52.7%, the tenth consecutive quarter of margin expansion. Adjusted EBITDA rose 7% to $88 million, while net leverage improved to 2.1×, the lowest...
Woodward Inc (WWD) Q2 2026 Earnings Call Transcript
Woodward Inc. posted a record $1.1 billion second‑quarter revenue, up 23% year‑over‑year, and adjusted earnings per share of $2.27, a 34% increase. Aerospace sales rose 25% to $703 million with margin expansion, while Industrial sales grew 20% to $387 million. The company raised...
Wyndham Hotels & Resorts Inc (WH) Q1 2026 Earnings Call Transcript
Wyndham Hotels & Resorts reported a 4% net room growth in 2025, adding a record 72,000 rooms and expanding its development pipeline to nearly 260,000 rooms. Adjusted EBITDA rose 4% to $718 million and adjusted diluted EPS increased 6% to $4.58,...
General Dynamics Corp (GD) Q1 2026 Earnings Call Transcript
General Dynamics reported Q1 2024 revenue of $10.7 billion, up 8.6% year‑over‑year, and earnings of $2.88 per diluted share, a 9.1% increase. Operating margin improved to 9.7% despite missing G700 delivery targets because FAA certification arrived late in the quarter. The...
Qualcomm Inc (QCOM) Q2 2026 Earnings Call Transcript
Qualcomm reported Q2 fiscal 2026 revenue of $10.6 billion, delivering non‑GAAP EPS of $2.65 at the top of its guidance. The QCT segment generated $9.1 billion, highlighted by a record $1.3 billion automotive revenue and a 9% rise in IoT sales. QTL 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...
Aware Inc (AWRE) Q1 2026 Earnings Call Transcript
Aware Inc. reported Q1 2026 revenue of $3.4 million, down from $3.6 million, while operating expenses rose to $7 million. The company widened its net loss to $3.5 million, or $0.16 per diluted share, and adjusted EBITDA loss grew to $3.2 million. Management announced a...
EBay Inc (EBAY) Q1 2026 Earnings Call Transcript
eBay reported Q1 2026 GMV of $21.2 billion, up 8% on an FX‑neutral basis, driven by a 19% surge in U.S. sales while international volumes slipped slightly. Revenue rose 13% to $2.96 billion, bolstered by advertising that generated $544 million, and non‑GAAP operating...
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...
CBIZ Inc (CBZ) Q1 2026 Earnings Call Transcript
CBIZ Inc. reported Q1 2026 consolidated revenue of $849 million, a modest 1.3% year‑over‑year increase, and lifted adjusted diluted EPS to $2.50, a 7% rise. Adjusted EBITDA grew to $244 million with margins improving slightly, while free cash flow rose $64 million, bolstered...
Pulmonx Corp (LUNG) Q1 2026 Earnings Call Transcript
Pulmonx Corp reported Q1 2026 results showing a 5% decline in quarterly worldwide revenue to $22.6 million, while full‑year 2025 revenue rose 8% to $90.5 million. The company cut operating expenses by over 10% and refinanced debt with a new $60 million, five‑year...
Employers Holdings Inc (EIG) Q1 2026 Earnings Call Transcript
Employers Holdings reported Q1 2026 results showing an 11% drop in gross premiums to $156.8 million, while losses and LAE rose 18.7% to $134.4 million. Net investment income jumped 17.6% to $31.4 million after strong private‑equity returns, but a $40...
Cousins Properties Inc (CUZ) Q1 2026 Earnings Call Transcript
Cousins Properties reported Q1 2026 FFO of $0.69 per share and lifted its full‑year midpoint guidance to $2.84, reflecting 5.6% growth. Leasing activity surged to 551,000 square feet, a 65% sequential jump, while the Dallas "Link" acquisition added 808,000 square...
Murphy USA Inc (MUSA) Q1 2026 Earnings Call Transcript
Murphy USA reported a mixed Q1 2026, with same‑store fuel gallons falling 4.2% largely because of calendar effects and severe storms. Retail fuel margins improved by $0.02 per gallon, while nicotine contribution margin rose 2.8% and reduced‑risk nicotine sales grew...
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...
Regional Management Corp (RM) Q1 2026 Earnings Call Transcript
Regional Management Corp reported a Q1 2026 net income of $11.4 million, a 69% year‑over‑year increase, driven by an 11% rise in its loan portfolio to $2.1 billion and record revenue of $167 million. Operating efficiency improved, with the expense ratio falling to...
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...
MGP Ingredients Inc (MGPI) Q1 2026 Earnings Call Transcript
MGP Ingredients reported Q1 2026 sales of $138 million, a 23% decline year‑over‑year, and full‑year 2025 sales of $536 million, with adjusted EBITDA falling 51% to $26 million and EPS down 60%. Operating cash flow rose 19% to $122 million, but a $153 million goodwill...
Clarivate PLC (CLVT) Q1 2026 Earnings Call Transcript
Clarivate reported full‑year 2025 revenue of $2.455 billion, a figure shaped entirely by inorganic divestitures as organic revenue remained flat. The company achieved nearly 2% organic ACV growth and lifted its recurring revenue mix to 88%, while retaining a 93% customer...
National Fuel Gas Co (NFG) Q2 2026 Earnings Call Transcript
National Fuel Gas reported a GAAP loss of $1.23 per share for Q2 2020, driven by a $1.49 per share impairment on oil and gas assets and lower commodity prices. Adjusted earnings fell to $0.97 per share, prompting a modest...
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...
Aflac Inc (AFL) Q1 2026 Earnings Call Transcript
Aflac reported a strong start to 2019, posting adjusted earnings of $1.12 per share and a 2.4% rise in U.S. earned premium. In Japan, earned premium slipped about 1% as limited‑pay policies hit paid‑up status, but benefit and expense ratios...
Farmland Partners Inc (FPI) Q1 2026 Earnings Call Transcript
Farmland Partners reported higher Adjusted Funds From Operations (AFFO) for 2025 despite a decline in net income, driven by lower interest expense and cost reductions. The company sold the Murray Wise subsidiary, repaid all Series A preferred units in cash,...
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...
Federal Signal Corp (FSS) Q1 2026 Earnings Call Transcript
Federal Signal reported a record $2.2 billion in net sales for 2025, a 17% year‑over‑year increase, driven by strong organic growth and acquisitions. Adjusted EBITDA climbed 25% to $438.9 million, delivering a 20.1% margin, while GAAP EPS rose to $4.10. The company’s...
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...