Sally Beauty Holdings Inc (SBH) Q2 2026 Earnings Call Transcript
Sally Beauty reported Q2 2026 revenue of $943 million, a modest 0.6% rise helped by a 90‑basis‑point foreign‑currency boost. Adjusted diluted EPS climbed 12% to $0.48, surpassing the company’s guidance, while consolidated gross margin improved to 51.3% driven by higher product margins and Fuel for Growth savings. Ecommerce sales surged 20% in the Sally segment, now representing 9% of net sales, and the firm launched fragrance in 1,000 stores with plans to double that footprint. Management raised full‑year EPS guidance to $2.02 and highlighted a strategic exit from low‑margin European full‑service operations, which will cost about $10 million in sales but not profit.
Certara Inc (CERT) Q1 2026 Earnings Call Transcript
Certara reported a record Q1 2021 with revenue of $66.7 million, up 16% year‑over‑year, and adjusted EBITDA rising 20% to $23.9 million. Bookings surged 34% YoY, driven by strong demand for both software and services, while services bookings jumped 39%. The company...
Mammoth Energy Services Inc (TUSK) Q1 2026 Earnings Call Transcript
Mammoth Energy Services reported FY2025 revenue of $44.3 million, a 3% decline year‑over‑year, and a Q4 loss of $12.3 million. The company completed $150 million of asset sales and redirected $65 million into expanding its aviation rental fleet, now operating 26 assets...
Heron Therapeutics Inc (HRTX) Q1 2026 Earnings Call Transcript
Heron Therapeutics reported $155 million in 2025 net product revenue and adjusted EBITDA of $14.7 million, surpassing its guidance range. Acute‑care sales surged, with ZYNRELEF revenue up 48% YoY and the franchise growing 57% in Q4, driven by the CrossLink IGNITE program, a...
Mosaic Co (MOS) Q1 2026 Earnings Call Transcript
The Mosaic Company reported resilient North American sales despite industry‑wide declines and set a 2026 phosphate production target of at least 7 million tons. Cost‑saving initiatives delivered $150 million in 2025, with an additional $100 million planned for this year, while sulfur price...
Seadrill Ltd (SDRL) Q1 2026 Earnings Call Transcript
Seadrill reported Q1 2020 results with adjusted EBITDA of $55 million and a 17% margin, while cash on hand stood at $1.2 billion. The company added $77 million to its backlog, reaching $2.5 billion, but recorded a $1.2 billion impairment on semi‑submersible rigs due to...
Hain Celestial Group Inc (HAIN) Q3 2026 Earnings Call Transcript
The Hain Celestial Group announced the sale of its North American snacks business to Snackrupters for $115 million in cash, earmarking the proceeds for debt reduction. The divestiture removes roughly 22% of FY 2025 net sales and a negligible EBITDA contribution, allowing...
Kodiak Gas Services Inc (KGS) Q1 2026 Earnings Call Transcript
Kodiak Gas Services reported record 2025 results, with total revenue of $1.3 billion—a 13% increase—and adjusted EBITDA of $715 million, up 17%. Free cash flow reached $230 million, allowing the company to hit its 3.5× net‑leverage target, raise the quarterly dividend 20% and...
Constellation Energy Corp (CEG) Q1 2026 Earnings Call Transcript
Constellation Energy reported Q3 2024 GAAP earnings of $3.82 per share and adjusted operating earnings of $2.74 per share, prompting the company to raise its full‑year adjusted EPS guidance to a range of $8.00‑$8.40, with a midpoint of $8.20. Management...
Apogee Therapeutics Inc (APGE) Q1 2026 Earnings Call Transcript
Apogee Therapeutics reported Q1 2026 net sales of $346.6 million, a 4.6% increase driven largely by a $22 million contribution from the UW Solutions acquisition. Adjusted EBITDA margin slipped to 9.9% as higher aluminum costs and tariff expenses weighed on Metals and...
Emerald Holding Inc (EEX) Q1 2026 Earnings Call Transcript
Emerald Holding reported a 13.3% year‑to‑date revenue increase to $330.7 million and a 32.4% jump in adjusted EBITDA to $90.8 million, driven largely by recent acquisitions. Third‑quarter revenue rose to $77.5 million, but organic revenue slipped 6.8% because construction at the Las Vegas Convention...
Exagen Inc (XGN) Q1 2026 Earnings Call Transcript
Exagen reported Q1 2022 revenue of $10.4 million, driven by a record 30,903 AVISE CTD/Lupus tests and 2,175 ordering providers. The company secured a new Medicare PLA code (0312U) for AVISE Lupus, boosting reimbursement from $295 to $1,085 per test. Gross...
CEVA Inc (CEVA) Q1 2026 Earnings Call Transcript
CEVA Inc. posted a record quarterly revenue, up 7% year‑over‑year and 10% sequentially, driven by strong licensing growth and record Wi‑Fi and IoT shipments. Licensing revenue rose 11% YoY, with AI processor licenses representing over 20% of the mix for...
Atlanta Braves Holdings Inc (BATRA) Q1 2026 Earnings Call Transcript
Atlanta Braves Holdings (BATRA) reported Q1 2026 GAAP net income of $15.2 million and distributable earnings of $0.25 per share, supported by $4.5 million in share repurchases that lifted book value to $11.06. Net assets held steady at $4.1 billion, a 26% year‑over‑year...
As Nvidia Earnings Draw Closer, Here Are 5 Things Investors Need to Watch
Nvidia is set to report its fiscal first‑quarter results on May 20, 2026, amid a stock performance that lags the broader semiconductor rally. The company’s shares have risen only about 15 % year‑to‑date, compared with a 61 % gain in the PHLX Semiconductor...
Rocket Lab Reports Growing Demand for Commercial Space Products. Stock Surges 34%
Rocket Lab posted $63.7 million in launch revenue and $136.7 million from its space‑systems segment for the first quarter of 2026, totaling $200.4 million and surpassing Wall Street forecasts. The company’s backlog more than doubled to $2.2 billion and it announced the acquisition of...
RadNet Inc (RDNT) Q1 2026 Earnings Call Transcript
RadNet reported record Q1 2026 revenue of $547.7 million, up 14.8% year‑over‑year, and adjusted EBITDA of $87.7 million, a 16.9% increase. Digital Health revenue surged 48.2% to $27.9 million, driving ARR to $75.4 million with guidance to reach $140 million...
Royal Gold Q1 Earnings Call Highlights
Royal Gold posted record Q1 2026 results, with revenue soaring 143% to $469 million and earnings climbing 148% to $281 million. The surge reflects a larger, more diversified portfolio after 2025 acquisitions and higher metal prices, especially silver. Adjusted EBITDA margin reached...
Where Addus, BrightSpring, Pennant See Upside In Fraud Crackdowns, Opportunity In M&A
Q1 2026 earnings reveal that home‑based care leaders are navigating two converging forces: a federal crackdown on fraud, waste and abuse, and a surge in M&A activity. BrightSpring and Pennant are still digesting their 2025 Amedisys acquisitions while scouting disciplined...
Cenovus Warns Oil Sands Growth Is Drying Up as Policy Uncertainty Mounts
Cenovus Energy posted a record Q1 2026 with net earnings of C$1.57 billion (≈$1.2 billion USD), a 19% rise in upstream output to 972,100 BOE/d, and a 10% dividend increase. CEO Jon McKenzie warned that Canada’s unresolved carbon‑pricing talks and a unique industrial carbon tax...
Fluor Posts Drop in Q1 Awards, Revenue
Fluor reported a mixed Q1 2026 performance, with revenue slipping 8% to $3.66 billion and new awards plunging 54% to $2.69 billion. Despite the earnings dip, the company’s project pipeline swelled 50% to roughly $100 billion, driven by front‑end engineering work on $60 billion...
Papa Johns Maintains 2026 Outlook Despite 6.4% North America Sales Drop
Papa John’s International reported a 7.7% revenue drop to $478.6 million in Q1 2026, with net income falling to $7 million (21 cents per share). North America comparable sales slipped 6.4%, driven by the refranchising of 85 company‑owned stores and a cautious consumer...
Prudential CFO Sees ‘Gradual Ramp up’ of Sales in Japan After Pause
Prudential Financial’s CFO Yanela Frias said the February sales pause at its Japan subsidiary cost about $130 million in the first quarter, driving a 27% YoY drop in international revenue to $424 million. The pause, extended through Nov 5, will remain until a...
AMC Posts Q1 Loss Despite Double-Digit Streaming Revenue Growth
AMC Global Media reported a 2.4% drop in first‑quarter revenue to $542.1 million and a sharp 51% decline in operating income. Despite the loss, streaming revenue surged 11% to $174 million, and the company generated $64.8 million in free cash flow. Net loss...
Essent Group Ltd (ESNT) Q1 2026 Earnings Call Transcript
Essent Group reported $690 million net income for 2025, delivering a 12% return on average equity and a 13% rise in book value per share. Mortgage insurance in force grew 1.9% to $248.4 billion, while the default rate edged higher to 2.5%...
Alpha Metallurgical Resources Inc (AMR) Q1 2026 Earnings Call Transcript
Alpha Metallurgical Resources reported Q4 adjusted EBITDA of $28.5 million, a 32% drop from the prior quarter, driven by lower tonnage and reduced coal inventory values. The company shipped 3.8 million tons and saw modest improvements in weighted average metallurgical...
Century Casinos Inc (CNTY) Q1 2026 Earnings Call Transcript
Century Casinos reported a strong start to 2026, with adjusted EBITDAR of $24.9 million and adjusted EBITDA jumping 80% to $7 million. Revenue and EBITDA grew across all U.S. properties, highlighted by a 285% surge in sports‑betting at Mountaineer and double‑digit iGaming...
Hawaiian Electric Industries Inc (HE) Q1 2026 Earnings Call Transcript
Hawaiian Electric Industries completed the first $479 million payment under its Maui wildfire settlement, removing a major legal liability. The utility filed a joint rate‑rebasing proposal that would lift consolidated base rates by about 5.3% over two years, translating to an...
Anglogold Ashanti PLC (AU) Q1 2026 Earnings Call Transcript
IAMGOLD reported a strong Q1 2026, producing 183,600 attributable ounces of gold and generating over $1 billion in revenue. Mine‑site free cash flow reached $525 million, allowing $260 million of share buybacks and a $100 million debt repayment, moving the company to a net‑cash...
Construction Partners Inc (ROAD) Q2 2026 Earnings Call Transcript
Construction Partners Inc. reported Q2 2026 revenue of $809.5 million, a 44% jump fueled by 40.6% acquisitive growth and modest 3.5% organic expansion. Adjusted EBITDA surged 63% to $112.2 million, lifting the margin to 13.9%, while operating cash flow more than doubled...
CG Oncology Inc (CGON) Q1 2026 Earnings Call Transcript
Champions Oncology reported Q1 fiscal 2026 revenue of $14 million, essentially flat year‑over‑year and a rebound from the $12.4 million in the prior quarter. GAAP operating loss of $0.5 million contrasted with a modest positive adjusted EBITDA of $60 k, down sharply from $2 million...
Wendy's Co (WEN) Q1 2026 Earnings Call Transcript
Wendy's reported an 8.3% decline in global system‑wide sales for the quarter, driven primarily by an 11.3% drop in U.S. same‑restaurant sales. International markets continued to expand, posting a 6.2% sales increase and marking the 21st consecutive quarter of growth....
Sharplink Inc (SBET) Q1 2026 Earnings Call Transcript
Sharplink Inc. reported Q1 2026 revenue of $18.4 million, a 3% decline driven primarily by a 17% drop in software sales. Services revenue rose 16% to 52% of total, boosted by a 42% surge in commercialization services and an 18%...
Arbor Realty Trust Inc (ABR) Q1 2026 Earnings Call Transcript
Arbor Realty Trust reported an 11% sequential decline in nonperforming assets, bringing the total to roughly $1.1 billion. Distributable earnings were $0.22 per share, still below the dividend, while agency origination volume rose 13.5% to $5 billion for the year. The company...
Dauch Corp (DCH) Q1 2026 Earnings Call Transcript
Dauch Corporation finalized the $4.2 billion acquisition of Dauch Group plc, GKN Automotive and GKN Powder Metallurgy in February 2026, rebranding from American Axle & Manufacturing Holdings. The combined entity posted flat Q4 sales of $1.38 billion and a full‑year 2025 GAAP...
Sylvamo Corp (SLVM) Q1 2026 Earnings Call Transcript
Sylvamo Corp reported a solid 2025 with $448 million adjusted EBITDA (13% margin), $44 million free cash flow and a 12% return on capital, while returning $155 million to shareholders. The company flagged 2026 as a transition year, citing $95 million of one‑time adjusted...
Oshkosh Corp (OSK) Q1 2026 Earnings Call Transcript
Oshkosh Corp reported Q4 2025 revenue of $2.7 billion, a 3.5% year‑over‑year increase, driven by higher Access sales volume and stronger Vocational pricing. Adjusted operating income fell to $226 million, pushing the operating margin to 8.4% as product mix and tariff pressures...
PPL Corp (PPL) Q1 2026 Earnings Call Transcript
PPL Corp reported Q1 2026 earnings of $1.81 ongoing EPS, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility announced a $23 billion capital plan through 2029, adding $3 billion of equity needs and raising its quarterly dividend...
AMC Global Media Inc (AMCX) Q1 2026 Earnings Call Transcript
AMC Networks reported $2.3 billion revenue for 2025 and generated $272 million free cash flow, surpassing its raised outlook. Streaming revenue grew 12% year‑over‑year, becoming the company’s largest domestic revenue source and driving the highest‑ever streaming engagement. The firm reduced gross debt...
Fidelity National Information Services Inc (FIS) Q1 2026 Earnings Call Transcript
Fidelity National Information Services (FIS) posted Q1 2026 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and an adjusted EBITDA margin of 41.8%, improving by roughly 200 basis points. Free cash flow conversion surged to 142%, delivering $800 million, while the company...
TOMI Environmental Solutions Inc (TOMZ) Q1 2026 Earnings Call Transcript
H2O America reported Q1 2026 GAAP EPS of $0.49 and adjusted EPS of $0.50, both flat year‑over‑year despite a 15% rise in net income. The company completed a $700 million equity offering, five‑times oversubscribed, to fund capital needs through 2027. It...
Madison Square Garden Sports Corp (MSGS) Q3 2026 Earnings Call Transcript
Madison Square Garden Sports Corp. reported Q3 2026 revenue of $403.4 million, a 13% year‑over‑year increase, and adjusted operating income of $29.7 million, up $9.4 million. Growth was driven by higher per‑game ticket, suite, sponsorship and merchandise sales, as well...
Strawberry Fields Reit Inc (STRW) Q1 2026 Earnings Call Transcript
Strawberry Fields REIT (STRW) closed 41 properties worth $145 million in Q1, delivering a 7.5% initial cash yield and extending the weighted average lease term to 19 years. Occupancy climbed to 98.6% and new leases were signed at rents roughly 10%...
Telephone and Data Systems Inc (TDS) Q1 2026 Earnings Call Transcript
Telephone and Data Systems (TDS) closed a $1.018 billion spectrum sale to AT&T and used the proceeds to retire its remaining $150 million term loan, strengthening its balance sheet. The company accelerated its fiber build, adding 58,000 marketable addresses in Q4 and...
Calumet Inc (CLMT) Q1 2026 Earnings Call Transcript
Calumet reported full‑year 2025 adjusted EBITDA of $293 million, roughly a 30 % increase year‑over‑year, while slashing restricted debt by more than $220 million and improving net leverage to 4.9 ×. The company closed a Department of Energy loan for its Montana Renewables unit,...
Interface Inc (TILE) Q1 2026 Earnings Call Transcript
Interface Inc. reported record 2025 results, delivering $1.39 billion in net sales (5.4% reported growth, 4.3% currency‑neutral) and a 39% adjusted gross margin, the highest in company history. The One Interface strategy drove double‑digit billings growth in health‑care (21%) and education...
Fluor Corp (FLR) Q1 2026 Earnings Call Transcript
Fluor Corp reported $12 billion in new awards for 2025 and completed a $2 billion monetization of its NuScale investment, with additional proceeds expected in early 2026. Share repurchases of $754 million in 2025 and $335 million so far this year cut the float...
BROOKFIELD ASSET MANAGEMENT LTD (BAM) Q1 2026 Earnings Call Transcript
Brookfield Asset Management reported a record $112 billion of capital raised and $66 billion deployed in 2025, driving fee‑related earnings (FRE) to $3 billion, a 22% increase. Non‑flagship strategies contributed nearly 90% of fundraising, while the AI infrastructure fund secured $5 billion of commitments...
EXEC: Kontoor Brands Sees Lee Divestiture as Path to Accelerate Helly Hansen’s Growth
Kontoor Brands announced it will divest its Lee denim business to sharpen focus on Wrangler and the recently acquired Helly Hansen outdoor and work‑wear brand. The move follows a strong first‑quarter performance, with total revenue of $808 million beating estimates and...
McDonald’s Made a Strategic Pivot and Introduced a Big New Burger. It’s Paying Off
McDonald’s reported a 9% rise in first‑quarter revenue, crediting a renewed value focus and the debut of the 1,020‑calorie Big Arch burger, which sparked viral social‑media buzz. Comparable sales climbed 3.8% globally as average ticket sizes grew. CEO Chris Kempczinski...