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 volumes 1.9%, with strong performance in Germany, the UK and the Philippines, while the company added roughly 40,000 new coolers and launched a 500 ml “super can” in the UK. Management reaffirmed full‑year guidance of 3%‑4% revenue growth, about 7% operating profit growth and free cash flow of at least €1.7 billion (≈ $1.85 billion), citing hedging, supply‑chain resilience and AI‑driven planning as risk mitigants. The firm also highlighted ongoing capital projects, including a new mega‑plant in Manila slated for early 2027, and continued shareholder returns via dividends and buybacks.
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...
American Assets Trust Inc (AAT) Q1 2026 Earnings Call Transcript
American Assets Trust reported Q3 2025 funds from operations of $0.49 per diluted share, just ahead of internal forecasts, and raised its full‑year 2025 FFO guidance to $1.93‑$2.01 per share. Office leasing outperformed expectations, with the portfolio now 82% leased...
General Motors Co (GM) Q1 2026 Earnings Call Transcript
CMS Energy reported adjusted earnings per share of $1.13 for Q1 2026 and reaffirmed its full‑year EPS guidance of $3.83‑$3.90. The utility secured approval of more than 65% of its electric rate increase request, maintaining a 9.9% allowed ROE, while...
Purple Innovation Inc (PRPL) Q1 2026 Earnings Call Transcript
Purple Innovation reported a strong finish to 2019, posting net revenue of $428.4 million—a 49.9% increase year‑over‑year—and a 58% jump in Q4 revenue to $124.3 million. Gross margin expanded to 44.1% for the year, up 470 basis points, while operating income turned...
Armstrong World Industries Inc (AWI) Q1 2026 Earnings Call Transcript
Armstrong World Industries reported a 12% year‑over‑year increase in net sales and a 14% rise in adjusted EBITDA, delivering a record 43.5% margin in its Mineral Fiber segment. Growth was powered by a 6% average unit value lift and strong...
Rogers Corp (ROG) Q1 2026 Earnings Call Transcript
Rogers Corp reported Q1 2026 sales of $208 million, up 6.5% sequentially, propelled by industrial, portable electronics, aerospace and ADAS demand. Gross margin rose to 31.6%, a 170‑basis‑point improvement, while GAAP net loss widened to $73.6 million due to a $71.8 million curamik...
Nautilus Biotechnology Inc (NAUT) Q1 2026 Earnings Call Transcript
Nautilus Biotechnology reported a 23% drop in Q1 operating expenses to $15.4 million and ended the quarter with $156.1 million in cash, extending its runway into 2027. Management guided to modest $0.5 million revenue in 2026, primarily from grant‑funded early access customers, while...
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...
Curbline Properties Corp. (CURB) Q1 2026 Earnings Call Transcript
Curbline Properties reported a strong finish to its first year as a public REIT, acquiring roughly $800 million of convenience‑store assets and expanding its portfolio to almost 5 million square feet. The company posted a 16% sequential rise in NOI and nearly...
Artisan Partners Asset Management Inc (APAM) Q1 2026 Earnings Call Transcript
Artisan Partners posted Q2 2026 results showing AUM of $176 billion, up 8 percent quarter‑over‑quarter, while net client cash outflows reached $1.9 billion. Revenue rose 2 percent QoQ and 4 percent year‑over‑year, with a fee rate of 68 basis points. Adjusted operating income grew modestly, and...
Unum Group (UNM) Q1 2026 Earnings Call Transcript
Unum Group posted first‑quarter adjusted earnings per share of $2.04, a 3.8% decline year‑over‑year, driven by higher group disability claims and front‑loaded expenses. Core operations delivered a 4.2% premium increase and over 20% return on equity, while the International segment...
Two Harbors Investment Corp (TWO) Q1 2026 Earnings Call Transcript
Two Harbors Investment Corp reported a 4.4% total economic return for Q1 2026, driven by both agency RMBS and mortgage servicing rights (MSR) performance. Book value rose to $14.66 per share and a $0.45 dividend was paid, while leverage was...
Renasant Corp (RNST) Q1 2026 Earnings Call Transcript
Renasant Corp closed its Progressive Bank acquisition on January 1, adding $774 million in assets and nine North Louisiana branches, bolstering its regional footprint. GAAP net income for Q1 2026 was $22.2 million, while non‑GAAP core net income reached $24 million, or $0.73 per share. Loan...
Mirion Technologies Inc (MIR) Q1 2026 Earnings Call Transcript
Mirion Technologies reported a record $1.1 billion in 2025 orders, a 26% increase year‑over‑year, and a 36% backlog rise after acquiring Paragon Energy Solutions and CertRec. Nuclear power now accounts for roughly 40% of revenue, driven by strong installed‑base demand and...
Invesco Ltd (IVZ) Q1 2026 Earnings Call Transcript
Invesco reported a record $24.5 billion net long‑term inflows in Q1 2021, led by $16.8 billion into ETFs and strong retail demand. The firm’s assets under management rose to $1.4 trillion, delivering a 40.2% operating margin and a 10% dividend increase to $0.17 per...
Sensata Technologies Holding PLC (ST) Q1 2026 Earnings Call Transcript
Sensata Technologies reported Q1 2026 revenue of $918 million, a modest 1% year‑over‑year increase and the first quarterly growth since early 2024. All three newly defined segments—Automotive, Industrials, and Aerospace/Defense—delivered organic revenue gains, with adjusted operating margin expanding to 19.6%. Record free cash...
Incyte Corp (INCY) Q1 2026 Earnings Call Transcript
Acuity Brands reported Q1 2026 net sales of $1.1 billion, a 5% increase driven primarily by strong growth in its Acuity Intelligence Spaces (AIS) segment, while the Acuity Brands Lighting (ABL) segment slipped 3% amid a soft lighting market. Adjusted operating profit...
Provident Financial Holdings Inc (PROV) Q3 2026 Earnings Call Transcript
Provident Financial Holdings reported a 42% jump in loan originations to $42.1 million in Q3 2026, while loan payoffs rose 35% to $46.7 million, offsetting net loan growth. Asset quality improved, with non‑performing assets falling to $990 k (0.08% of assets) and no...
Element Solutions Inc (ESI) Q1 2026 Earnings Call Transcript
Element Solutions reported record adjusted EBITDA of $548 million and a record adjusted EPS of $1.49 for 2025, driven by 10% organic revenue growth in its Electronics segment and double‑digit gains across all verticals. The company highlighted strong demand from...
NexPoint Residential Trust Inc (NXRT) Q1 2026 Earnings Call Transcript
NexPoint Residential Trust reported a Q1 2026 net loss of $10.3 million, a significant improvement from the $26.9 million loss a year earlier, while revenue slipped to $62.1 million. Net operating income declined 4.7% to $37.1 million, and core FFO fell to $0.65 per...
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...
Quad/Graphics Inc (QUAD) Q1 2026 Earnings Call Transcript
Quad/Graphics reported Q1 2025 net sales of $629 million, a 2% organic decline driven by lower paper, logistics and the loss of a major grocery client. Adjusted EBITDA fell to $46 million with margin slipping to 7.2%, while adjusted diluted EPS doubled...
Orion Group Holdings Inc (ORN) Q1 2026 Earnings Call Transcript
Orion Group Holdings reported $225 million revenue for Q1 2026, a 10% sequential increase driven primarily by higher marine volume and utilization. Adjusted EBITDA rose 20% to $13 million and adjusted EPS climbed 27% to $0.09, while operating income fell year‑over‑year due to...
Enterprise Products Partners L.P (EPD) Q1 2026 Earnings Call Transcript
Enterprise Products posted a 10% jump in Q1 EBITDA to $2.7 billion and a 6% rise in net income, underscoring an "exceptional quarter." Record operating volumes across gas processing, NGL fractionation and export docks were driven by new assets such as...
Ashland Inc (ASH) Q2 2026 Earnings Call Transcript
Ashland Inc. reported Q2 2026 revenue of $386 million, a 5% decline driven largely by the Evoqua divestiture and mixed demand. Adjusted EBITDA fell 5% to $58 million, but excluding the divestiture it rose 3% thanks to favorable mix and lower SARD...
Rush Enterprises Inc (RUSHA) Q1 2026 Earnings Call Transcript
Rush Enterprises reported Q1 2021 revenue of $1.2 billion and net income of $45.3 million, or $0.79 per diluted share, and announced a $0.18 dividend. New Class 8 truck sales reached 2,995 units, capturing 5.4% of the U.S. market, while used‑truck sales jumped...
Allegion PLC (ALLE) Q1 2026 Earnings Call Transcript
Allegion reported fourth‑quarter 2024 revenue of $945.6 million, a 5.4% increase driven primarily by a 6.4% rise in the Americas segment and $137 million of bolt‑on acquisitions. Adjusted earnings per share climbed 10.7% to $1.86 and operating margin expanded modestly, while the...
H2O America (HTO) Q1 2026 Earnings Call Transcript
H2O America reported adjusted diluted EPS of $1.27 for Q3 2025, an 8% increase, and a 14% rise in year‑to‑date adjusted EPS to $2.53. Revenue climbed 7% on the back of rate increases, higher pass‑through water costs and modest usage...
JetBlue Airways Corp (JBLU) Q1 2026 Earnings Call Transcript
JetBlue Airways reported a negative adjusted operating margin of 3.7% for 2025, citing macroeconomic headwinds that erased more than four points of margin. The Jet Forward transformation delivered $305 million of incremental EBIT in its first full year and is projected...
Galaxy Digital Inc (GLXY) Q1 2026 Earnings Call Transcript
Galaxy Digital reported a GAAP net loss of $241 million for 2025, offset by $34 million of adjusted EBITDA despite a 10% drop in total crypto market cap. The firm’s digital assets segment posted a 67% YoY rise in adjusted...
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...
Supercom Ltd (SPCB) Q4 2025 Earnings Call Transcript
SuperCom reported record annual revenue of $27.6 million, a 134% increase from its 2020 low, and posted its first full‑year GAAP net income since 2015. Gross margin rose to 48.4%, the best since 2021, while EBITDA grew 31% to $6.3 million, marking...
Sysco Corp (SYY) Q3 2026 Earnings Call Transcript
Sysco reported $21 billion in total revenue for Q2 FY2026, a 3% year‑over‑year increase driven by gains across local, specialty, national and international segments. U.S. foodservice local case volume rose 1.2%, outpacing its own guidance, while international sales grew 7.3% (9.9%...
Porch Group Inc (PRCH) Q1 2026 Earnings Call Transcript
Porch Group reported $107 million in revenue for the quarter, powered primarily by its Insurance Services segment which contributed 63% of sales. Gross profit surged 431% to $89.2 million, delivering an 83% gross margin, while adjusted EBITDA rose to $15.6 million, a $50.4 million...
AxoGen Inc (AXGN) Q1 2026 Earnings Call Transcript
Axogen reported Q2 2025 revenue of $56.7 million, an 18.3% year‑over‑year increase, and posted a modest net profit of $0.6 million, turning quarterly profitability. Gross margin rose to 74.2% and operating expenses fell as a share of revenue, highlighting operating leverage. The...
Bank of NT Butterfield & Son Ltd (NTB) Q1 2026 Earnings Call Transcript
Bank of NT Butterfield & Son Ltd (NBT Bancorp) posted Q1 2026 net income of $51.1 million, a 27% year‑over‑year increase, driven by a higher net interest margin of 3.72% and solid fee‑based revenue. Deposits rose $244 million, with 59% in low‑cost checking...
Werner Enterprises Inc (WERN) Q1 2026 Earnings Call Transcript
Werner Enterprises reported Q1 2026 revenue of $738 million, a 2% year‑over‑year decline driven by disciplined pricing and a smaller truck fleet. Adjusted operating income slipped to $11.3 million with a 1.5% margin, while adjusted EPS fell to $0.05. The company completed...
Asbury Automotive Group Inc (ABG) Q1 2026 Earnings Call Transcript
Asbury Automotive Group reported a record $4.7 billion fourth‑quarter revenue and a $793 million gross profit, pushing its margin to 17%. Adjusted EPS was $6.67 and adjusted operating margin reached 5.4%, while net leverage improved to 3.2×, beating the 3.5× forecast. The...
Seacoast Banking Corporation of Florida (SBCF) Q1 2026 Earnings Call Transcript
Seacoast Banking Corporation of Florida reported adjusted net income of $45.2 million, up 48% year‑over‑year, and organic deposit growth of 7% annualized ($212 million). Organic loan balances rose 8% annualized, backed by a record $1.2 billion loan pipeline. The bank closed two major...
Enphase Energy Inc (ENPH) Q1 2026 Earnings Call Transcript
Enphase Energy reported Q1 2026 revenue of $282.9 million, a GAAP loss of $7.4 million, and a non‑GAAP gross margin of 43.9%. U.S. revenue fell 23% sequentially after the 25D tax credit expired, while European revenue jumped 36% as battery...
Markel Group Inc (MKL) Q1 2026 Earnings Call Transcript
Markel Group reported a 19% rise in adjusted operating income to $626 million for Q1 2026, driven by insurance improvements and a strong financial segment. The company posted an 8% increase in operating revenues and $2.8 billion of operating cash flow, supporting...
F5 Inc (FFIV) Q2 2026 Earnings Call Transcript
F5 Inc. reported Q2 2026 revenue of $812 million, an 11% year‑over‑year increase, driven by 22% product revenue growth and a record $348 million free cash flow. AI‑related sales reached $50 million, up more than 200% YoY, and the company launched several AI‑powered...
Expand Energy Corp (EXE) Q1 2026 Earnings Call Transcript
Expand Energy Corp reported strong Q1 2026 results, highlighting $400 million of synergies in 2025 and a target of $500 million by year‑end 2026. The company eliminated roughly $1 billion of gross debt, including $440 million in the first quarter, and secured investment‑grade ratings...
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...
ACA Subsidy Lapse Cost HCA Healthcare $150M in Q1
HCA Healthcare disclosed that the expiration of enhanced Affordable Care Act subsidies cost the company about $150 million in the first quarter, aligning with its forecast of a $600‑$900 million annual hit. ACA‑covered admissions fell roughly 15% year‑over‑year while admissions for uninsured...
Ranger Energy Services Inc (RNGR) Q1 2026 Earnings Call Transcript
Ranger Energy Services reported first‑quarter revenue of $142.2 million, a sequential rise driven by higher high‑spec rig activity and processing services, while wireline revenue fell to $12.4 million. Adjusted EBITDA reached $20.3 million, delivering a 14.3% margin and net income improved to $3.2 million....
Domino's Pizza Inc (DPZ) Q1 2026 Earnings Call Transcript
PepsiCo reported a solid first‑quarter 2026, with core operating margin expanding about 10 basis points and organic revenue climbing 2.6% year‑over‑year. Core EPS rose 9% as cost‑saving programs lowered North America Foods expenses. The PFNA segment delivered 2% volume growth...
Pacific Valley Bank (PVBK) Q1 2026 Earnings Call Transcript
Pacific Valley Bank posted a dramatic earnings rebound in Q1 2026, with net income soaring 7,577% year‑over‑year to $8.5 million and earnings per share climbing to $0.53. Net interest margin expanded to 3.26%, up 47 basis points from a year ago,...