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 $19.7 billion. Management projected 2026 sales of roughly $100 billion at the midpoint and pledged at least a 50‑basis‑point lift in adjusted operating margin, alongside progress on the planned orthopedics spin‑off. Strong growth was driven by oncology (DARZALEX +24%) and immunology (Tremfya +65%), offset by a 48.6% decline in STELARA due to biosimilar competition.
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....
Lexaria Bioscience Corp (LEXX) Q2 2026 Earnings Call Transcript
Lexaria Bioscience Corp (LEXX) reported a Q2 2026 net loss of $178.9 million, primarily from $164.5 million of unrealized Solana losses as the token fell 40% during the quarter. Revenue rose to $8.1 million, more than doubling year‑over‑year, driven by its newly launched digital‑asset...
FB Financial Corp (FBK) Q1 2026 Earnings Call Transcript
FB Financial Corp reported first‑quarter earnings of $0.84 EPS (adjusted $0.85) and net income of $39.4 million (adjusted $40.1 million). Net interest margin expanded to 3.55%, up five basis points sequentially, while loan balances grew 7.1% annualized to $9.8 billion, driven by...
Goldman Sachs Group Inc (GS) Q1 2026 Earnings Call Transcript
StoneX Group reported record Q1 fiscal 2026 results, posting net income of $139 million, a 63% year‑over‑year increase, and operating revenues of $1.4 billion, up 52%. The surge was powered by the integration of R.J. O’Brien and Benchmark, which contributed $28.5 million and...
Fastenal Co (FAST) Q1 2026 Earnings Call Transcript
Fastenal posted modest top‑line growth in Q1 2025, with sales rising 3.4% year‑over‑year and daily sales up 5%. Operating margin slipped to 20.1% and gross margin to 45.1%, while earnings per share held steady at $0.52. The company launched pricing...
Envirotech Vehicles Inc (EVTV) Q4 2025 Earnings Call Transcript
EVgo reported a strong fourth quarter and full‑year 2025, delivering $384 million in revenue, a 50% year‑over‑year increase, and achieving adjusted EBITDA breakeven for the first time with $12 million for the year. The company expanded its network to 5,100 stalls, boosting...
First Bancshares Inc (Missouri) (FBSI) Q1 2026 Earnings Call Transcript
First Bancshares reported a record $1 billion in annual revenue and $345 million net income for 2025, highlighted by a $87 million Q1 profit of $0.8055 per share. The bank posted a top‑quartile 1.8% return on assets and a disciplined 49% efficiency ratio....
Lamb Weston Warns of Supply Chain Pressures Amid Iran War
Lamb Weston warned that the ongoing Iran war could spark heightened volatility in key commodities such as packaging and fuel, adding pressure to its already‑tight margins. The company now projects a 250‑ to 300‑basis‑point decline in adjusted gross margin for...
Delta Air Lines Signals Permanently Higher Fares, Fewer Flights, And A New Wave Of Airline Mergers
Delta Air Lines used its Q1 2026 earnings call to signal that higher ticket prices will likely persist, even if jet fuel costs ease. The carrier plans to trim off‑peak capacity, focusing on more profitable routes and premium cabins to...
Neogen Corp (NEOG) Q3 2026 Earnings Call Transcript
Neogen Corp reported Q2 2026 revenue of $224.7 million, reflecting 2.9% core growth and a 0.9% foreign‑currency benefit, while divestitures created a 6.6% headwind. Adjusted EBITDA margin expanded to 21.7%—up 470 basis points—driven by higher gross margin, volume gains and headcount...
SolarWindow Technologies Inc (WNDW) Q2 2026 Earnings Call Transcript
Wolfspeed reported Q2 FY2026 revenue of $168 million, aligning with the midpoint of its prior guidance, while AI data‑center sales surged 50% quarter‑over‑quarter. The company ended the quarter with $1.3 billion in cash after a $700 million tax‑credit refund, but posted a...
FGI Industries Ltd (FGI) Q4 2025 Earnings Call Transcript
FGI Industries reported Q4 2025 revenue of $31 million, up 5.5% year‑over‑year, led by gains in sanitaryware, bath furniture and Covered Bridge cabinetry. Gross margin slipped to 28.1% from 30.5%, a 240‑basis‑point decline driven by tariff‑related cost pressures. The company posted...
Resources Connection, Inc. (RGP) Q3 2026 Earnings Call Transcript
Resources Connection (RGP) posted third‑quarter 2026 results that beat expectations, delivering $475 million in revenue, a 6% year‑over‑year rise, and adjusted EBITDA of $115 million, representing a 24% margin. Net income climbed to $45 million, and the company lifted its full‑year revenue outlook...
Modelo Maker Constellation Brands Withdraws 2028 Guidance Due to Uncertainty
Constellation Brands pulled its fiscal 2028 outlook, citing lingering macro‑economic uncertainty, even as it posted a stronger fourth‑quarter performance. Adjusted earnings per share came in at $1.90 versus the $1.72 consensus, and revenue reached $1.92 billion, beating expectations. Net income swung...
RGP (RGP) Q4 2025 Earnings Call Transcript
RGP reported Q4 fiscal 2025 revenue of $139.3 million and a 40.2% gross margin, both surpassing the top end of its outlook. Adjusted EBITDA reached $9.8 million, delivering a 7.1% margin, the strongest quarterly performance in fiscal ’25. Bill rates rose to...
GameSquare (GAME) Q1 2025 Earnings Call Transcript
GameSquare reported Q1 2025 revenue of $21.1 million, a 10% YoY decline, but highlighted a sharper adjusted EBITDA loss of $3.4 million versus $7.9 million a year earlier. The company completed the divestiture of its remaining 25.5% stake in FaZe Media for over $39 million,...
Delta Air Lines Is Reducing Flights and Raising Fees as It Combats Fuel Shock. Here’s Why the Stock Is up...
Delta Air Lines reported Q1 2026 revenue of $14.2 billion and EPS of $0.64, beating analysts' expectations. The earnings release coincided with a U.S.–Iran cease‑fire that reopened the Strait of Hormuz, pushing oil prices below $100 per barrel. To offset lingering...
Multiplan Empreendimentos Imobiliários S.A. (MLTTY) Discusses Growth Strategy, Expansion Projects and Innovation in Shopping Mall Portfolio Transcript
Multiplan Empreendimentos announced a US$1.5 billion investment plan over the next five years to expand and modernize its shopping‑mall portfolio. The company highlighted a recent decline in operating expenses coupled with rising revenues, underscoring disciplined growth. Management stressed a focus on...
Resources Connection Inc (RGP) Q3 2026 Earnings Call Transcript
Resources Connection Inc. (RGP) posted Q1 FY2025 revenue of $120.2 million, surpassing its own outlook despite mixed segment trends. Gross margin rose to 39.5%, a 300‑basis‑point improvement, driven by higher bill rates and lower benefits costs. Adjusted EBITDA reached $3.1 million, while...
Pure Cycle Corp (PCYO) Q2 2026 Earnings Call Transcript
Acuity Brands reported Q2 fiscal 2026 net sales of $1.1 billion, a 5% increase year‑over‑year, driven primarily by strong growth in its Acuity Intelligence Spaces (AIS) segment. The Acuity Brands Lighting (ABL) segment saw sales dip 3% to $817 million, but both...
Constellation Brands Inc (STZ) Q4 2026 Earnings Call Transcript
Constellation Brands reported Q4 FY2026 beer operating margins held up thanks to cost‑saving initiatives, favorable pricing and a one‑time depreciation benefit, offsetting volume declines, higher logistics costs and tariff pressures. Management warned that Q4 margins will fall as the depreciation...
PriceSmart Inc (PSMT) Q2 2026 Earnings Call Transcript
PriceSmart reported net merchandise sales of $1.4 billion, up 10.6% year‑over‑year, driven by double‑digit growth across all core regions. Digital channel sales surged 29.4% to $89.8 million, now representing 6.6% of total sales, while membership accounts exceeded 2 million with Platinum members climbing...
Delta Air Lines Inc (DAL) Q1 2026 Earnings Call Transcript
Delta Air Lines (DLH) reported Q1 2026 revenue of $68.9 million, a 24% drop from the prior year, driven primarily by the conversion of CMOP and Head Start contracts to small‑business set‑aside vehicles. Adjusted EBITDA fell to $6.5 million, yet the EBITDA...
RPM International Inc (RPM) Q3 2026 Earnings Call Transcript
RPM International reported record consolidated sales, rising 3.5% year‑over‑year, powered by acquisitions and high‑performance building solutions. Adjusted EBIT and EPS fell as higher SG&A, M&A costs, and temporary consolidation inefficiencies outweighed top‑line growth. The company launched a $100 million SG&A optimization...
Kura Sushi USA Inc (KRUS) Q2 2026 Earnings Call Transcript
Kura Sushi USA reported Q1 2026 total sales of $73.5 million, a 13% year‑over‑year increase, while comparable restaurant sales slipped 2.5%. A 3.5% menu price hike took effect in November, but tariff‑driven food and beverage costs rose to 29.9% of sales,...
Aehr Test Systems (AEHR) Q3 2026 Earnings Call Transcript
Aehr Test Systems reported Q3 fiscal 2026 revenue of $9.9 million, a 27% YoY decline, as WaferPak shipments fell and the product mix shifted away from higher‑margin items. Bookings slipped to $6.2 million, but post‑quarter orders lifted the effective backlog to $18.3 million,...
Phoenix Education Partners Inc (PXED) Q2 2026 Earnings Call Transcript
Phoenix Education Partners reported Q1 2026 results with revenue of $262 million, up 2.9% year‑over‑year, driven by a 4.1% rise in total degree enrollment to 85,600 students. Employer‑affiliated (B2B) enrollment grew to roughly 34% of the student base, lifting adjusted EBITDA...
Levi Strauss & Co (LEVI) Q1 2026 Earnings Call Transcript
Levi Strauss reported 7% organic net revenue growth for fiscal 2025, driven by strong direct‑to‑consumer (DTC) expansion and diversification beyond denim. DTC now accounts for roughly half of sales, growing 11% year‑over‑year and delivering notable margin improvement. Non‑denim categories, especially...
Greenbrier Companies Inc (GBX) Q2 2026 Earnings Call Transcript
Flux Power Holdings reported its first profitable quarter, posting net income of $600,000 ($0.03 per share) and a 34.7% gross margin, up from 28.6% a quarter earlier. Revenue rose sequentially to $14.1 million but remained below the $16.8 million year‑ago level, while...
R C M Technologies Inc (RCMT) Q4 2025 Earnings Call Transcript
R1 RCM reported Q1 2021 revenue of $342.6 million, a 6.9% year‑over‑year increase, and adjusted EBITDA of $80.4 million, up 30.5%. The company announced a $260 million effective‑price acquisition of VisitPay, adding a leading consumer‑payment platform to its PX suite. It also expanded...
Sunshine Biopharma Inc (SBFM) Q4 2025 Earnings Call Transcript
Sunshine Biopharma reported a $713 million cash balance and zero debt at year‑end, while GAAP operating expenses fell to $225 million, driven by lower stock‑based compensation. The company’s Biologics License Application for ivonesumab in EGFR‑mutant NSCLC was accepted by the FDA, with...
Pharvaris NV (PHVS) Q4 2025 Earnings Call Transcript
Pharvaris NV reported a breakout quarter, with U.S. net product revenue for its epinephrine spray Neffy soaring to $31.3 million – a 2.5‑fold increase quarter‑over‑quarter and beating consensus. Adoption accelerated among new prescribers, reaching a 10.3% market share, while provider...
AngioDynamics Inc (ANGO) Q3 2026 Earnings Call Transcript
AngioDynamics reported first‑quarter FY2026 revenue of $75.7 million, a 12.2% year‑over‑year increase driven by strong Med Tech growth and modest Med Device gains. The Med Tech segment now represents 47% of total sales, expanding 26.1% and delivering double‑digit growth for 17...
Acuity Inc (AYI) Q2 2026 Earnings Call Transcript
Accuray reported Q2 2026 net revenue of $102.2 million, down 12% year‑over‑year, as product sales fell 26% primarily due to tariff‑driven delays in China. Service revenue rose 4%, partially offsetting margin pressure, but gross margin slipped to 23.5% from 36.1%...
AirSculpt Technologies Inc (AIRS) Q4 2025 Earnings Call Transcript
Artivion reported Q4 2025 adjusted revenue of $118.3 million, an 18.5% year‑over‑year increase, and adjusted EBITDA of $22.7 million, lifting the margin to 19.2%. Stent‑graft sales surged 36% and On‑X valve revenue rose 24%, driven by the AMDS platform and a newly...
Lindsay Corp (LNN) Q2 2026 Earnings Call Transcript
Lindsay Corp reported Q2 2026 revenue of $155.8 million, a 6% decline driven primarily by a 9% drop in irrigation sales, while infrastructure revenue grew 17%. Operating income fell 6% to $19.6 million, but the operating margin held steady at 12.6% thanks...
Cal-Maine Foods, Inc. (CALM) Q3 2026 Earnings Call Transcript
Cal-Maine Foods held its fiscal Q3 2026 earnings conference call on April 1, 2026. CEO Sherman Miller thanked employees and acknowledged the recent passing of long‑time board member Jim Poole. The company announced the appointment of Dudley Wooley to the board, emphasizing his risk‑management expertise....
Quadrise Plc (QDRSF) Q2 2026 Earnings Call Transcript
Quadrise Plc presented its Q2 2026 interim results, highlighting that the MSC‑Cargill trial is now the central operational focus. The company disclosed ongoing face‑to‑face talks with OCP that could launch a second trial and eventually a commercial off‑take agreement. It also...
Analysts Press Bank CFOs on Revenue Resilience over Tech Investments
Analysts probing publicly‑traded banks in January asked CFOs about the durability of revenue growth, with 30% of questions focused on quality and resilience. Only 15% of the inquiries touched on artificial‑intelligence investments, while a quarter examined expense flexibility and operating...
Penguin Solutions Inc (PENG) Q2 2026 Earnings Call Transcript
Penguin Solutions reported Q1 fiscal 2026 revenue of $343 million, up 2% sequentially and 1% year‑over‑year, despite the absence of hyperscale hardware sales. Non‑GAAP gross margin slipped to 30% as the high‑margin Penguin Edge business winds down, while Integrated Memory surged...
Franklin Covey Co (FC) Q2 2026 Earnings Call Transcript
Franklin Covey reported Q2 2026 revenue of $64 million, a 7% decline year‑over‑year, primarily due to an 8% drop in Enterprise and a 2% dip in Education. Despite the revenue dip, Enterprise North America invoiced amounts grew 7% overall and 13%...
NovaGold Resources Inc (NG) Q1 2026 Earnings Call Transcript
NovaGold Resources reported a $7.2 million net loss for Q2 2020 but closed the period with a strong cash position of $134.3 million. The company resumed its Donlin Gold drilling campaign, aiming to complete roughly 80 holes and over 20,000 meters to validate high‑grade...
MSC Industrial Direct Co Inc (MSM) Q2 2026 Earnings Call Transcript
Donaldson Company posted a record $896 million in second‑quarter sales, up 3% year‑over‑year, while operating margin slipped to 14% due to gross‑margin pressure from volume deleveraging and footprint‑optimization costs. Adjusted EPS held steady at $0.83, and the company announced the Facet...
Lamb Weston Holdings Inc (LW) Q3 2026 Earnings Call Transcript
Lamb Weston reported third‑quarter 2026 results showing a 9% volume increase, a 4% rise in net sales and a 6% jump in adjusted EBITDA to $364 million, effectively offsetting the prior‑year ERP transition loss. Price mix fell 5% as the company...
Tilray Brands Inc (TLRY) Q3 2026 Earnings Call Transcript
Tilray Brands reported Q1 FY2026 net revenue of $210 million, a 5% year‑over‑year increase, and returned to net profitability with $1.5 million net income. Gross margin slipped to 27% from 30% last year, driven by lower margins in the beverage and cannabis...
Jupiter Neurosciences Inc (JUNS) Q4 2025 Earnings Call Transcript
Jupiter Neurosciences reported total product sales of $2.8 billion in 2025, a 22% year‑over‑year increase driven by INGREZZA and the debut of CRENESSITY. INGREZZA generated just over $2.5 billion, up 9% on volume growth, while CRENESSITY posted $300 million in its first full...
Conagra Brands Inc (CAG) Q3 2026 Earnings Call Transcript
B&G Foods completed the sale of its Green Giant U.S. frozen business, generating $63.2 million in cash and securing a co‑pack agreement with Seneca Foods that should add roughly $80 million of revenue in 2026. The company also announced the pending acquisition...
T1 Energy Inc. (TE) Q4 2025 Earnings Call Transcript
T1 Energy Inc. held its Q4 2025 earnings conference call on March 31 2026, featuring CEO Daniel Barcelo, CFO Evan Calio and other senior leaders. The call opened with standard forward‑looking statements and a reminder that risks are detailed in the company’s Form 10‑K....
Xtant Medical Holdings, Inc. (XTNT) Q4 2025 Earnings Call Transcript
Xtant Medical Holdings reported its fourth‑quarter and full‑year 2025 financial results on March 31, 2026, with CEO Sean Browne and CFO Scott Neils leading the discussion. The call highlighted the company’s use of non‑GAAP metrics and reiterated forward‑looking statements about...