JinkoSolar Holding Co Ltd (JKS) Q1 2026 Earnings Call Transcript
First Solar reported record 2025 module shipments of 17.5 GW, driving net sales to $5.2 billion—a 24% year‑over‑year rise and hitting the top of its guidance. Gross margin slipped to 41% as tariffs and under‑utilized overseas plants pressured profitability, but $1.6 billion of Section 45X tax credits mitigated the decline. The company expanded U.S. manufacturing with a new Louisiana factory and a South Carolina finishing line slated for 2026, while securing a non‑exclusive perovskite IP license from Oxford PV. Guidance for 2026 projects gross margins near 50% (including credits) and adjusted EBITDA of $2.6‑$2.8 billion.
WaFd Inc (WAFD) Q2 2026 Earnings Call Transcript
Washington Trust (WaFd) reported a Q2 2026 net loss of $60.8 million, primarily from balance‑sheet repositioning losses, while adjusted net income was $10.4 million. Net interest margin rose to 1.95% and is projected to climb to 2.30‑2.35% in Q1 and...
Travelers Companies Inc (TRV) Q1 2026 Earnings Call Transcript
H.B. Fuller reported first‑quarter organic revenue down 6.6% year‑over‑year, offset by a modest 0.6% price increase and strong cost‑saving initiatives. Adjusted EBITDA rose 4% to $119 million, pushing the margin to 15.4% and landing at the top of the company’s guidance...
PepsiCo Inc (PEP) Q1 2026 Earnings Call Transcript
Conagra Brands reported Q1 2026 results highlighting a 60% material cost hedge for the quarter, though protein coverage remains low at 15%. Freight exposure is mitigated through extensive line‑haul contracts, and the company raised its free‑cash‑flow conversion target to 105%....
JinkoSolar Holding Co Ltd (JKS) Q4 2025 Earnings Call Transcript
JinkoSolar reported Q4 2025 revenue of $2.5 billion, up 8.3% sequentially but down 15% year‑over‑year, while gross margin collapsed to 0.3% amid soaring silver and polysilicon costs. The company posted an adjusted net loss of about $8 million and an operating loss...
Abbott Laboratories (ABT) Q1 2026 Earnings Call Transcript
Acuity Brands reported first‑quarter fiscal 2026 net sales of $1.1 billion, up 20% year‑over‑year, driven by both its Lighting (ABL) and Intelligent Spaces (AIS) segments and the inclusion of three months of QSC sales. Adjusted operating profit rose 24% to $196 million,...
ManpowerGroup Inc (MAN) Q1 2026 Earnings Call Transcript
ManpowerGroup reported Q1 2026 revenue of $136.9 million, a 19% decline year‑over‑year, with gross margin slipping to 36.5% as consultant utilization fell. Adjusted EBITDA was modest at $2.3 million (1.7% margin) while SG&A expenses improved 14% to a $47.7 million run rate. The...
AppYea Inc (APYP) Q4 2025 Earnings Call Transcript
Pagaya Technologies posted a strong Q4 2025, delivering $34 million GAAP net income and $80 million operating cash flow, marking its fourth consecutive profitable quarter. Full‑year revenue rose 26% to $1.3 billion and adjusted EBITDA surged 76% to $371 million, while GAAP net income...
NextNRG Inc (NXXT) Q4 2025 Earnings Call Transcript
NextNRG reported a 195% revenue jump to $81.8 million in 2025, driven by acquisitions, a merger, and expansion into four new markets. Gross profit rose to $6.9 million with margins improving to 10.4% in Q4, while GAAP net loss widened...
Marsh & McLennan Companies Inc (MRSH) Q1 2026 Earnings Call Transcript
Marsh & McLennan reported a strong 2025 year, delivering $27 billion in revenue—a 10% increase with 4% underlying growth—and an 11% rise in adjusted operating income to $7.3 billion. Adjusted operating margin expanded by 30 basis points, marking the 18th consecutive year...
Atlantic International Corp (ATLN) Q4 2025 Earnings Call Transcript
Atlanticus Holdings (ATLC) completed the Mercury Financial acquisition, doubling its balance sheet to $7.0 billion and adding 1.3 million customers. Diluted earnings per share rose 23% in Q4 and 25% for the full year, while revenue surged 27% YoY. Managed receivables grew...
Winmark Corp (WINA) Q1 2026 Earnings Call Transcript
Fastenal reported a 12.4% daily sales increase in Q1 2026, lifting the daily run rate to $34.9 million for the third straight double‑digit quarter. Contract volume rose 8% to over 3,600 agreements, with 75% of sales now coming from contract customers,...
SL Green Realty Corp (SLG) Q1 2026 Earnings Call Transcript
SL Green Realty Corp. delivered a solid fourth‑quarter performance, posting a 2‑cent‑per‑share FFO beat driven by higher NOI and lower expenses. Leasing momentum accelerated with 800,000 sq ft signed in the quarter, pushing year‑to‑date leases to 2.6 million sq ft and raising same‑store occupancy to...
M&T Bank Corp (MTB) Q1 2026 Earnings Call Transcript
M&T Bank reported strong first‑quarter 2026 results, with diluted earnings per share rising 15% year‑over‑year and total revenue increasing 6%. Loan balances surpassed $1 trillion, up 11%, while deposits grew 7% and noninterest income climbed 8%. The bank maintained its 2026...
BioForce Nanosciences Holdings Inc (BFNH) Q4 2025 Earnings Call Transcript
BioLife Solutions reported a strong 2025, delivering $96.2 million in revenue, a 29% year‑over‑year increase, and a full‑year adjusted EBITDA margin of 26%. Biopreservation media (BPM) drove 85% of sales, with commercial BPM revenue climbing to nearly 50% of the mix....
Oncotelic Therapeutics Inc (OTLC) Q4 2025 Earnings Call Transcript
Oncotelic Therapeutics reported Q4 2025 revenue of $17.6 million, delivering $71.6 million for the full year, an 11% increase year‑over‑year and in line with guidance. Gross margin slipped to 82.1% from 85.8% as inventory reserves and a higher mix of...
Ryvyl Inc (RVYL) Q4 2025 Earnings Call Transcript
Red Violet Inc. posted a record Q4 2025, with revenue climbing 20% to $23.4 million and adjusted EBITDA surging 33% to $5.9 million, delivering a 25% margin. The IDI platform now serves 10,022 billable customers and the FOREWARN app reached 390,018 users,...
Progressive Corp (PGR) Q1 2026 Earnings Call Transcript
Progress Software Corp reported fiscal 2025 revenue of $978 million, a 30% year‑over‑year increase driven largely by the full‑year contribution of its ShareFile acquisition. Earnings per share rose 16% to $5.72, while annual recurring revenue reached $852 million, representing 87%...
Home BancShares Inc (HOMB) Q1 2026 Earnings Call Transcript
Home BancShares posted a record $402.2 million net income for 2024 and surpassed $1 billion in annual revenue for the first time. Net interest margin improved to 4.39% while the CET1 ratio hit a historic 15.1%, underscoring strong profitability and capital strength....
Mosaic Immunoengineering Inc (CPMV) Q4 2025 Earnings Call Transcript
The Mosaic Company reported a resilient fourth quarter, with North American sales outpacing industry declines and phosphate production of 1.7 million tons despite an extended turnaround. Management guided 2026 phosphate output to at least 7 million tons and potash production near 9 million...
CERo Therapeutics Holdings Inc (CERO) Q4 2025 Earnings Call Transcript
CorMedix reported fourth‑quarter 2025 revenue of $128.6 million, led by DEFENCATH ($91.2 million) and the first full‑quarter contribution from the Melinta portfolio ($37.4 million). On a pro‑forma basis the company generated $401.3 million for the full year, with DEFENCATH net sales reaching $258.8 million. Operating...
Plumas Bancorp (PLBC) Q1 2026 Earnings Call Transcript
PNC Financial Services reported a strong Q1 2026, highlighted by the FirstBank acquisition that contributed $15 billion in loans and $22 billion in deposits. Loan balances rose 7% sequentially to $351 billion, while deposits grew 4% to $458 billion. Net interest income increased 6%...
American Strategic Investment Co (NYC) Q4 2025 Earnings Call Transcript
American Strategic Investment Co. reported an unchanged 82% occupancy for its Manhattan portfolio in Q2 2025, while adjusted EBITDA slumped to $0.4 million from $4.5 million a year earlier. Near‑term lease expirations fell to 7% of annualized straight‑line rent and the weighted‑average...
Traws Pharma Inc (TRAW) Q4 2025 Earnings Call Transcript
Harrow Health reported Q4 2025 revenue of $89.1 million, a 33% year‑over‑year increase, and full‑year revenue of $272 million, up 36%. Management forecast 2026 revenue between $350 million and $365 million, with adjusted EBITDA of $80‑100 million, driven by sales‑force...
Barfresh Food Group Inc (BRFH) Q4 2025 Earnings Call Transcript
Barfresh Food Group Inc. reported a 31.1% year‑over‑year increase in packaged coffee sales, driven by a 22% rise in unit volume and a 60‑basis‑point gain in bagged‑coffee market share. Retail distribution breadth expanded to 54.9% ACV, nearly tripling grocery shelf...
XTI Aerospace Inc (XTIA) Q4 2025 Earnings Call Transcript
Crane NXT reported Q4 2025 sales of $477 million, a 20% year‑over‑year increase, and full‑year revenue of $1.7 billion, up 11% YoY. Adjusted EBITDA margin held near 25% in the quarter and 24% for the year, while free‑cash‑flow conversion reached 135% in...
Vince Holding Corp (VNCE) Q4 2026 Earnings Call Transcript
Vince Holding Corp reported Q4 net sales of $83.7 million, up 4.7% year‑over‑year, led by a 10.4% jump in direct‑to‑consumer revenue. Wholesale slipped 1.2% after pausing shipments to Saks Global, contributing to a gross margin decline to 49.1% amid higher tariffs,...
Gbt Technologies Inc (GTCH) Q4 2025 Earnings Call Transcript
Global Business Travel Group reported a strong Q4 2025, with total transaction value reaching $10 billion—a 45% year‑over‑year increase—and revenue climbing 34% to $792 million. Adjusted EBITDA rose 17% to $130 million, and the company generated $104 million of free cash flow while maintaining...
GeoVax Labs Inc (GOVX) Q4 2025 Earnings Call Transcript
GeoVax Labs (GOVX) reported record new contract wins worth up to $520 million in incremental annualized revenue, driven by five newly activated ICE facilities and expanded transportation services. Q4 2025 revenue rose to $708 million, with adjusted EBITDA reaching $126 million and full‑year...
Great Southern Bancorp Inc (GSBC) Q1 2026 Earnings Call Transcript
Great Southern Bancorp reported Q4 2025 results on Jan. 22, 2026, showing net income of $16.3 million, a 9.4% year‑over‑year increase, and earnings per share of $1.45. Net interest margin expanded to 3.70% despite a 0.7% dip in net interest...
CarMax, Inc. (KMX) Q4 2026 Earnings Call Transcript
CarMax, Inc. convened its fiscal 2026 fourth‑quarter earnings call on April 14, 2026, featuring CEO Keith Barr, CFO Enrique Mayor‑Mora, interim chair Tom Folliard and other senior leaders. The call opened with standard safe‑harbor disclosures and introduced the executive team that will...
Clearwater (CWAN) Q3 2025 Earnings Call Transcript
Clearwater Analytics reported Q3 2025 non‑GAAP revenue of $205.1 million, a 77% year‑over‑year increase, and ARR of $807.5 million, also up 77%. Adjusted EBITDA rose to $70.7 million, lifting the margin to 34.5% despite integrating lower‑margin Enfusion, Beacon and Bistro businesses. Gross revenue retention...
Western Digital (WDC) Q1 2026 Earnings Transcript
Western Digital posted Q1 FY2026 revenue of $2.8 billion, a 27% year‑over‑year rise, propelled by strong cloud and hyperscale hard‑drive demand. Gross margin expanded to 43.9% non‑GAAP, and exabyte shipments climbed 23% to 204 EB, highlighted by 2.2 million ePMR drives. Management accelerated...
JPMorgan Q1 2026 Earnings Call Transcript
JPMorgan Chase reported Q1 2026 net income of $16.5 billion and revenue of $50.5 billion, a 10% year‑over‑year increase driven by markets, asset‑management and investment‑banking fees. The bank’s CET1 ratio slipped to 14.3% as risk‑weighted assets rose $60 billion, while expenses climbed 14%...
Becton Dickinson (BDX) Q4 2024 Earnings Transcript
Becton, Dickinson (BD) reported a 7.4% revenue increase in Q4 2024, with organic growth of 6.2% and an adjusted operating margin that rose 120 basis points to 26.6%. Adjusted diluted EPS jumped 11.4% to $3.81, while free cash flow surged...
Earnings Preview: Did Netflix Get the Last Laugh on Warner Bros.?
Netflix walked away from the Warner Bros. Discovery deal, pocketing a $2.8 billion break‑up fee and then raised U.S. subscription prices in March. The streamer is using the cash to fund new content, a kids‑games app, and to double‑down on its...
Goldman Sachs Has the Top Rank Among the S&P 500 by This Remarkable Statistic
Goldman Sachs reported Q1 earnings that beat expectations, but its stock slipped 3% as investors priced in a forward P/E of 14.8, above the banking sector average. The bank raised its quarterly dividend to $4.50, delivering a 1.98% yield and...
Wells Fargo & Co (WFC) Q1 2026 Earnings Call Transcript
Wells Fargo reported Q1 2022 net income of $3.7 billion, or $0.88 per share, aided by a $1.1 billion reduction in the allowance for credit losses. Loan balances grew 6% year‑over‑year, driving a 5% rise in net interest income despite fewer days...
JPMorgan Chase & Co (JPM) Q1 2026 Earnings Call Transcript
Raymond James Financial reported a record $3.7 billion in net revenue for Q1 2026, driven by strong Private Client Group growth and a surge in securities‑based lending. Adjusted earnings per share rose to $2.86, while pretax margin reached 20% and return on...
Johnson & Johnson (JNJ) Q1 2026 Earnings Call Transcript
Johnson & Johnson reported $24.6 billion in worldwide sales for the first quarter, a 7.1% operational increase, and closed 2025 with $94.2 billion in revenue, up 5.3% year‑over‑year. Adjusted diluted EPS rose to $2.46, a 20.6% gain, while free cash flow reached...
Albertsons Companies Inc (ACI) Q4 2026 Earnings Call Transcript
Walmart reported a 4.9% constant‑currency revenue increase in Q4, driven by a 24% surge in global eCommerce. Adjusted operating income rose 10.5%, outpacing sales growth and highlighting the strength of higher‑margin advertising and membership businesses. Fast‑delivery capabilities expanded, with 35%...
Carmax Inc (KMX) Q4 2026 Earnings Call Transcript
CarMax reported Q4 2026 total sales of $5.8 billion, a 6.9% decline driven by lower unit volumes and a shift toward older, higher‑mileage vehicles. Retail used‑car margins fell 11% and wholesale margins dropped 17% amid steep depreciation and reduced wholesale pricing....
Creative Realities Inc (CREX) Q4 2025 Earnings Call Transcript
Creative Realities Inc. reported a Q4 2025 revenue of $23.9 million, more than double the prior year, largely driven by the recent CDM acquisition which contributed $13.6 million. Adjusted EBITDA surged to $5.2 million and gross margin improved to 47.9%, reflecting higher‑margin services...
Equity Bancshares Inc (EQBK) Q1 2026 Earnings Call Transcript
Equity Bancshares reported a strong Q1 2026, finishing the quarter with $6.4 billion in assets—a 21% increase driven largely by the $1.4 billion Frontier merger. Net income rose to $22.1 million, or $1.15 per diluted share, while adjusted earnings reached $23.3 million. Net interest...
Legato Merger Corp III (LEGT) Q1 2026 Earnings Call Transcript
Legend Biotech reported a 66% year‑over‑year jump in CARVYKTI net trade sales to $555 million, driving total revenue to $306 million and narrowing the operating loss to $20 million. Gross margins held at 61% while manufacturing capacity reached 10,000 doses with a 97%...
Gloo Holdings Inc (GLOO) Q4 2025 Earnings Call Transcript
Glaukos Corp reported a record fourth‑quarter net sales of $143.1 million, a 36% year‑over‑year increase, and full‑year 2025 sales of $507.4 million, surpassing $500 million for the first time. Growth was powered by the iDose TR glaucoma franchise, which generated $45 million in Q4 and...
Destiny Media Technologies Inc (DSNY) Q2 2026 Earnings Call Transcript
Waystar Holding Corp. reported Q4 2025 revenue of $304 million, up 24% year‑over‑year, with subscription revenue representing 55% of the total and growing 38% YoY. Adjusted EBITDA rose 29% to $129 million, delivering a 42.5% margin, while net revenue retention hit 112%...
Bitmine Immersion Technologies Inc (BMNR) Q2 2026 Earnings Call Transcript
Bitdeer Technologies Group reported Q2 2026 revenue of $224.8 million, up 226% year‑over‑year, driven by a surge in self‑mining hash rate and SealMiner sales. Gross margin fell sharply to 4.7% as Bitcoin prices slipped, electricity costs rose and depreciation accelerated. Adjusted EBITDA...
TH International Ltd (THCH) Q4 2025 Earnings Call Transcript
Gentherm reported record automotive new‑business awards of $2.2 billion, including $485 million in Q4, while revenue rose 2.9% to $1.5 billion. Adjusted EBITDA fell to $175 million (11.7% margin) as material costs and footprint realignment weighed on profitability. The company outlined 2026 guidance of...
Gloo Holdings Inc (GLOO) Q4 2026 Earnings Call Transcript
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year‑over‑year. Non‑GAAP operating margin expanded to 17%, up 680 basis points, while adjusted free cash flow rose 83% to $220 million. The company launched...