World Kinect Corp (WKC) Q1 2026 Earnings Call Transcript
World Kinect Corp reported Q1 2026 consolidated volume of 4 billion gallons, down 6% YoY, while gross profit rose 10% to $254 million, driven primarily by an 82% surge in marine segment profit. Marine volume grew 4% and benefited from sharp price spikes amid Middle East conflict, whereas aviation profit increased 20% after the Universal Trip Support acquisition, despite a 5% volume decline. Land segment volumes fell 15% as portfolio exits progressed, leading to a 38% drop in land gross profit. The company raised its 2026 adjusted EPS guidance to $2.65‑$2.85 and returned $86 million to shareholders.
Hartford Insurance Group Inc (HIG) Q1 2026 Earnings Call Transcript
The Hartford reported Q1 2026 core earnings of $1.1 billion, putting full‑year 2025 core earnings at $3.8 billion with a 19.4% ROE. Business insurance saw 7% premium growth and an underlying combined ratio of 88.1, while small‑business lines posted 9% growth and...
Intel Corp (INTC) Q1 2026 Earnings Call Transcript
Intel reported Q1 2026 revenue of $13.3 billion, a 4% sequential increase, but posted a non‑GAAP loss of $0.46 per share after a $3 billion impairment hit gross margin. The company accelerated cost‑cutting, trimming more than 15% of its workforce and slashing...
Appfolio Inc (APPF) Q1 2026 Earnings Call Transcript
Essential Properties Realty Trust (EPRT) posted a strong first‑quarter 2026, with AFFO per share climbing 11% to $0.50 and occupancy holding at 99.7%. The REIT raised its full‑year AFFO guidance to $2.00‑$2.05 per share and lifted investment volume guidance to...
Keurig Dr Pepper Inc (KDP) Q1 2026 Earnings Call Transcript
Keurig Dr Pepper reported Q1 2026 net sales up 8.1%, driven by strong price realization and volume mix, while earnings per share fell 7.1% to $0.39 due to higher input costs and tariff impacts. The company completed its $20 billion acquisition...
Newmont Corporation (NEM) Q1 2026 Earnings Call Transcript
Teck Resources reported a blockbuster first‑quarter 2026, with adjusted EBITDA soaring to $2.1 billion – a 125% year‑over‑year increase – driven by record copper sales at a historic $5.83 per pound and strong by‑product contributions. Operating cash flow hit $1 billion, lifting...
SkyWest Inc (SKYW) Q1 2026 Earnings Call Transcript
SkyWest reported Q3 2025 net income of $116 million ($2.81 EPS) and revenue of $1.1 billion, a 15% year‑over‑year increase. The carrier highlighted strong demand for prorate and charter services, a newly approved commuter charter authority, and disciplined fleet expansion with E175...
West Bancorporation Inc (WTBA) Q1 2026 Earnings Call Transcript
West Bancorporation reported a 35% year‑over‑year increase in net income to $32.6 million, despite a $4 million pretax loss from a securities sale aimed at boosting balance‑sheet flexibility. Net interest margin improved to roughly 2.5%, driven by lower deposit costs and higher‑yielding...
Visteon Corp (VC) Q1 2026 Earnings Call Transcript
Visteon Corp reported Q1 2026 net sales of $954 million, a modest 2% year‑over‑year increase driven by 20 new product launches and strong customer recoveries. The company secured over $1 billion in new business, highlighted by AI‑enabled cockpit wins in China...
Carlisle Companies Inc (CSL) Q1 2026 Earnings Call Transcript
Carlisle Companies reported first‑quarter 2026 revenue of $1.1 billion, down 4% year‑over‑year, as severe winter weather and the absence of a $15 million tariff‑related pull‑forward weighed on sales. Adjusted EBITDA reached $235 million, delivering a 22.3% margin—a 50‑basis‑point improvement driven by cost discipline,...
Heritage Financial Corp (HFWA) Q1 2026 Earnings Call Transcript
Heritage Financial Corp reported a strong Q1 performance, highlighted by $160.7 million deposit growth—95% of which came from non‑maturity accounts—and a net interest margin rise to 3.44% driven by lower funding costs. Loan balances slipped $37 million due to elevated payoffs, while...
Teck Resources Ltd (TECK) Q1 2026 Earnings Call Transcript
Alcoa reported first‑quarter 2026 revenue of $3.2 billion, a 7% sequential decline, while net income more than doubled to $425 million, driven by higher aluminum prices and a marked earnings‑per‑share increase to $1.60. The aluminum segment posted a $174 million EBITDA boost, offset...
Betterware De Mexico SAPI De CV (BWMX) Q1 2026 Earnings Call Transcript
Betterware de México reported modest top‑line growth of 0.3% YoY while delivering a 14% increase in EBITDA, lifting the margin to 17.4%. Net income nearly doubled, pushing trailing EPS to MXN 31.9 and free‑cash‑flow conversion to 58% of EBITDA. The company...
Alpine Income Property Trust Inc (PINE) Q1 2026 Earnings Call Transcript
Alpine Income Property Trust (PINE) reported a record $277.7 million of 2025 investments, driving 22.7% quarterly and 8.6% annual AFFO per share growth. The company expanded its commercial loan portfolio to $129.8 million, targeting a 20% allocation of undepreciated assets, while raising...
Rhinebeck Bancorp Inc (RBKB) Q1 2026 Earnings Call Transcript
Rhinebeck Bancorp (RBKB) posted Q1 2026 net income of $35 million, or $0.94 per share, a 6% sequential rise and 8% YoY increase. Customer deposits surged past $8 billion, delivering $300 million of quarterly inflows and allowing a $200 million reduction in wholesale funding,...
Chemed Corp (CHE) Q1 2026 Earnings Call Transcript
Chemed Corp reported mixed Q1 2026 results, with VITAS hospice admissions rising 6% to 17,419 but revenue growth and EBITDA margin lagging due to a shift toward higher‑margin hospital short‑stay patients. Roto‑Rooter saw residential revenue decline 3.1% and a 21%...
HomeTrust Bancshares Inc (HTB) Q1 2026 Earnings Call Transcript
HomeTrust Bancshares posted a record book value per share of $22.15, up 13% year‑over‑year, and maintained strong capital ratios with CET1 and Tier 1 at 16.7%. Net income reached $118.2 million, delivering a 2.09% return on assets and 16.56% return on tangible...
SES AI Corp (SES) Q1 2026 Earnings Call Transcript
SES AI Corp reported a 47% sequential revenue increase to $6.7 million in Q1 2026, driven by strong ESS sales and early contributions from its drone and Molecular Universe businesses. The company secured a three‑year, $20 million distribution agreement with ATGE Power to...
Boyd Gaming Corp (BYD) Q1 2026 Earnings Call Transcript
Byrna Technologies reported Q1 2026 net revenue of $29 million, an 11% year‑over‑year increase driven primarily by dealer and chain‑store expansion. Gross profit rose to $17.4 million (60% of revenue), but operating expenses jumped 16% and net income fell to $0.8 million, dragging...
West Pharmaceutical Services Inc (WST) Q1 2026 Earnings Call Transcript
West Pharmaceutical reported net sales exceeding $3 billion with over 4% organic growth, driven by high‑value product (HVP) components and a 50% surge in GLP‑1 revenue. Fourth‑quarter revenue reached $850 million, up 7.5% reported and 3.3% organically, while adjusted EPS rose 12%...
Byline Bancorp Inc (BY) Q1 2026 Earnings Call Transcript
Byline Bancorp reported Q4 2025 results with net income of $34.5 million and full‑year earnings of $130.1 million, translating to $0.76 and $2.89 per diluted share. Total revenue rose 9.7% year‑over‑year to $446 million, driven by record net interest income of $101 million and...
Knowles Corp (KN) Q1 2026 Earnings Call Transcript
Helix Energy Solutions Group posted Q1 2026 revenue of $288 million, a $13 million net loss and $32 million adjusted EBITDA, while announcing an all‑stock merger with Hornbeck Offshore Services. The deal will create a combined offshore services platform under the Hornbeck name,...
VeriSign, Inc (VRSN) Q1 2026 Earnings Call Transcript
VeriSign reported a record 176.1 million .com and .net domain names, driven by 11.5 million new registrations and a 76.3% renewal rate for 2026. Revenue rose 6.6% year‑over‑year to $429 million, while diluted EPS climbed to $2.34. The company raised its 2026 revenue...
C&F Financial Corp (CFFI) Q1 2026 Earnings Call Transcript
Bread Financial Holdings reported a solid Q1 2026 performance, with credit sales rising 7% to $6.5 billion and loan balances edging higher. Direct‑to‑consumer deposits jumped 10% to $8.7 billion, boosting the funding mix to 78% deposits. Net income reached $181 million, yielding diluted...
Phillips Edison & Co Inc (PECO) Q1 2026 Earnings Call Transcript
Phillips Edison & Co (PECO) reported a record 51 consecutive quarters of Funds From Operations (FFO) and same‑store NOI growth, underscoring the resilience of its shallow‑bay industrial portfolio. Occupancy held at 96.6% despite higher market vacancy rates, while debt remains...
Primis Financial Corp (FRST) Q1 2026 Earnings Call Transcript
Primis Financial Corp. posted Q1 2026 earnings of $29.5 million, or $1.20 per share, buoyed by a sale‑leaseback gain and stronger net interest margin. Net interest margin climbed to 3.28% from 2.90% a year earlier, while checking deposits surged 23% to...
Honeywell International Inc (HON) Q1 2026 Earnings Call Transcript
Honeywell reported a 23% organic order surge in Q1 2026, pushing its backlog past $37 billion and delivering 11% organic sales growth, led by Aerospace and Building Automation. Adjusted earnings per share rose 17% to $2.90, while free cash flow jumped...
Bancorp Inc (TBBK) Q1 2026 Earnings Call Transcript
Banc of California (TBBK) posted first‑quarter 2026 earnings per share of $0.39, a 50% year‑over‑year increase, driven by net interest margin expansion and strong operating leverage. Net interest margin rose to 3.24% and the adjusted efficiency ratio improved by roughly...
CBRE Group Inc (CBRE) Q1 2026 Earnings Call Transcript
SL Green Realty Corp. reported a record first‑quarter leasing performance, signing 51 leases covering 930,000 square feet, the largest in its 28‑year history. Mark‑to‑market rents were 16% above prior fully escalated rates, while trophy‑building vacancy fell to 3.4%, underscoring a...
Nextera Energy Inc (NEE) Q1 2026 Earnings Call Transcript
CenterPoint Energy reported first‑quarter non‑GAAP EPS of $0.56 and reaffirmed its 2026 guidance of $1.89‑$1.91, signaling an 8% earnings growth target. The company highlighted a jump in Houston Electric’s firmly committed load to 12.2 GW, with 3.2 GW already approved by ERCOT...
OceanFirst Financial Corp (OCFC) Q1 2026 Earnings Call Transcript
OceanFirst Financial reported Q1 2026 results with diluted GAAP EPS $0.23 and core EPS $0.41. Net interest income rose 5% sequentially and 14% year‑over‑year, driven by $1 billion of loan originations and an 18% annualized loan growth rate. Asset quality stayed...
Covenant Logistics Group Inc (CVLG) Q1 2026 Earnings Call Transcript
Covenant Logistics Group reported Q1 2026 freight revenue of $270.6 million, a 7.8% year‑over‑year increase, while adjusted operating income fell 39.4% to $10.9 million due to margin compression in Expedited, Managed Freight and Warehousing. The company’s adjusted leverage rose to...
Oil Servicer Weatherford Sees War Impacts Deepening This Quarter
Weatherford International warned that earnings will be hit by $30‑$50 million in the first half of the year as the Iran‑related war disrupts oilfield activity. The company posted first‑quarter earnings that beat estimates, but expects the impact to deepen in Q2...
Boston Scientific Slashes 2026 Guidance
Boston Scientific reported first‑quarter revenue of $5.2 billion, up 11.6% year‑over‑year, and net income of $1.34 billion, double the prior year. The company trimmed its 2026 sales growth outlook to 7%‑8.5% and adjusted EPS guidance to $3.34‑$3.41, down from the February ranges....
AT&T Results Seen Mixed as Wireless Service Revenue Disappoints
AT&T posted a mixed first‑quarter 2026 earnings report. Wireless service revenue rose 1.7% to $16.9 billion, falling short of the $17 billion consensus estimate, while average revenue per user stayed flat. Home‑internet sign‑ups also missed market expectations, but the company’s overall sales...
TSMC Q1 Earnings Call: What It Means for SMH>
Taiwan Semiconductor Manufacturing Company posted a record Q1 2026 revenue of $35.9 billion, a 40.6% year‑over‑year jump, while gross margin rose to 66.2% and net income surged 58.3%. Advanced 3‑nm and 5‑nm nodes generated 61% of the quarter’s sales, underscoring deep...
Capital One Financial Corporation (COF) Q1 2026 Earnings Call Transcript
Capital One reported first‑quarter 2026 earnings of $4.42 earnings per share, missing consensus by $0.15, while revenue surged to $15.23 billion, a 52.3% year‑over‑year increase but $134 million shy of forecasts. The bank credited strong credit‑card spend and loan‑portfolio growth for the...
Bank of Queensland Limited (BKQNY) Q2 2026 Earnings Call Transcript
Bank of Queensland (BOQ) released its half‑year 2026 results, delivering a net profit of A$200 million (≈US$132 million), up 12% year‑over‑year. The loan book expanded 5% to A$12.5 billion (≈US$8.3 billion), while the cost‑to‑income ratio fell to 55%, reflecting tighter expense management. BOQ also...
Manhattan (MANH) Q1 2026 Earnings Transcript
Manhattan Associates posted Q1 2026 revenue of $282 million, up 7% YoY, with cloud revenue soaring 24% to $117 million. Adjusted operating profit reached $91 million (32.4% margin) and adjusted EPS rose to $1.24, while GAAP EPS fell 4% to $0.82 due to higher...
Hancock Whitney HWC Q1 2026 Earnings Transcript
Hancock Whitney reported a solid Q1 2026, with adjusted ROA climbing to 1.43% and ROTCE reaching 14.64%. Net interest margin expanded by 7 basis points after a January bond‑portfolio restructuring lifted yields by 25 basis points. The bank kept its...
Hanmi (HAFC) Q1 2026 Earnings Call Transcript
Hanmi Financial Corp reported Q1 2026 net income of $22.6 million ($0.75 per share), marking sequential and year‑over‑year growth. Net interest margin expanded by 10 basis points to 3.38% as deposit costs fell, while the efficiency ratio improved to 53.5% after...
Rollins Inc (ROL) Q1 2026 Earnings Call Transcript
Rollins Inc. reported a 12.1% year‑over‑year revenue increase in Q1 2026, driven by double‑digit growth across residential, commercial, and termite services and 7.3% organic expansion. Adjusted EBITDA rose to $231 million, delivering a 23% margin, while operating cash flow jumped 21%...
Oceaneering International Inc (OII) Q1 2026 Earnings Call Transcript
Oceaneering International posted its most profitable quarter in nearly a decade, generating $743 million in revenue (up 9 percent) and $111 million in adjusted EBITDA, the strongest since 2015. Segment performance was broad‑based, with Subsea Robotics maintaining a 36 percent EBITDA margin, Manufactured Products...
United Rentals Inc (URI) Q1 2026 Earnings Call Transcript
United Rentals reported a record $4.2 billion total revenue for Q1 2026, driven by a 4.6% rise in rental revenue to $3.6 billion and modest fleet productivity gains. Adjusted EBITDA reached $1.9 billion with a 45.2% margin, though margin compression reflected higher delivery...
Quantumscape Corp (QS) Q1 2026 Earnings Call Transcript
QuantumScape reported its Q1 2026 earnings, confirming shipment of initial QSE-5 battery samples and a schedule to begin field testing in 2026. The company announced that its next‑generation Cobra ceramic separator process will reach baseline production in Q2, promising an...
Liberty Energy Inc (LBRT) Q1 2026 Earnings Call Transcript
Liberty Energy reported Q1 2026 revenue of $1 billion, a 7% sequential increase, and adjusted EBITDA of $181 million, up 8% from the prior quarter. Net income surged to $71 million, while net debt declined by $46 million, leaving $276 million in total liquidity after...
Helix Energy Solutions Group Inc (HLX) Q1 2026 Earnings Call Transcript
Helix Energy Solutions Group reported Q3 2025 results that marked a sharp rebound, delivering $377 million in revenue and $22 million of net income, the first profit after a prior loss. Adjusted EBITDA rose to $104 million, the highest level since 2014, and...
Kinder Morgan Inc (KMI) Q1 2026 Earnings Call Transcript
Kinder Morgan reported a robust first‑quarter 2026, with adjusted EPS jumping 41% and adjusted EBITDA rising 18% year‑over‑year, driven by record natural‑gas pipeline utilization and higher gathering volumes. The company announced a $500 million acquisition of the Monument pipeline, expanding its...
Fulton Financial Corp (FULT) Q1 2026 Earnings Call Transcript
Fulton Financial Corp posted a record operating earnings per share of $2.16 for 2025, driven by strong deposit growth and diversified noninterest income. Customer deposits rose $449 million, buoyed by a 25% surge in consumer demand‑deposit openings, while noninterest income reached...
AZZ Inc (AZZ) Q4 2026 Earnings Call Transcript
AZZ Inc reported record Q4 2026 sales of $425.7 million, a 5.5% year‑over‑year increase, led by a 15.7% surge in its Metal Coatings segment. Metal Coatings generated a 30.3% EBITDA margin thanks to large infrastructure projects, while Precoat Metals slipped...