Ajinomoto Co., Inc. (AJNMY) Q4 2026 Earnings Call Transcript
Ajinomoto Co., Inc. held its FY 2025 Q4 earnings call on May 7, 2026, where the company introduced a new eight‑member executive team effective April. CEO Shigeo Nakamura signaled a forward‑looking FY 2026 outlook focused on boosting corporate value, especially in its Bio & Fine Chemicals and frozen‑food segments. The call featured analysts from major banks, underscoring heightened investor interest in the Japanese food‑ingredients giant’s strategic direction.
Shift4 Payments, Inc. (FOUR) Q1 2026 Earnings Call Transcript
Shift4 Payments reported first‑quarter 2026 revenue of $1.02 billion, a 12% year‑over‑year increase, driven by higher transaction volume and expanded merchant base. Adjusted EBITDA rose 18% to $210 million, reflecting stronger gross margins and cost efficiencies. The company launched an AI‑powered fraud‑prevention...
Kinaxis Inc. (KXS:CA) Q1 2026 Earnings Call Transcript
Kinaxis Inc. held its fiscal 2026 first‑quarter earnings call on May 7, 2026, with CEO Razat Gaurav and CFO Blaine Fitzgerald presenting the results. The company focused on IFRS financials and a reconciliation of adjusted EBITDA, underscoring its growth narrative in the cloud‑based supply‑chain...
Ingevity Corporation (NGVT) Q1 2026 Earnings Call Transcript
Ingevity Corporation posted a strong first‑quarter 2026 performance, delivering $210 million in revenue, an 8% year‑over‑year increase, and adjusted EBITDA of $45 million, expanding its margin to 12%. The company unveiled a new high‑performance silica product line aimed at electric‑vehicle battery applications,...
Ams-OSRAM AG (AMSSY) Q1 2026 Earnings Call Transcript
ams‑OSRAM delivered a strong Q1 2026, posting revenue above the midpoint of its guidance and adjusted EBITDA at the top of the forecast range. The semiconductor core portfolio grew 9 % year‑on‑year, underscoring demand for its optical and sensor solutions. Design‑win momentum...
What Security Industry Earnings Season Is Telling Us
Q1 2026 earnings across the security industry reveal a dual narrative of opportunity and headwinds. Electromechanical access‑control products are accelerating, with ASSA ABLOY and Allegion posting double‑digit growth, while commercial construction demand stays robust. Data‑center projects emerge as the primary growth...
Amwell Expects Smaller Losses in 2026 After Q1 Performance
Amwell lifted its 2026 adjusted earnings outlook after a first‑quarter beat, now forecasting a loss of $12 million to $16 million versus the prior $18 million to $24 million range. The company posted a Q1 net loss of $10.3 million on revenue of $54.9 million, an...
Sunrun Maintains 2026 Guidance Despite Q1 Headwinds, Pivots Toward Storage and Grid Services
Sunrun reported a mixed Q1 2026, posting negative $59 million cash generation but beating revenue expectations with $722 million, a 13% upside. The company shifted $31 million of project‑finance draws to Q2, deployed 154 MW of solar‑plus‑storage, and saw net subscriber value climb to...
ElectroCore (ECOR) Q1 2026 Earnings Transcript
ElectroCore posted a record Q1 2026 revenue of $9.6 million, a 43% year‑over‑year increase, driven by strong growth in its VA prescription segment and consumer wellness line. Gross margin expanded to 87%, up 200 basis points, while adjusted EBITDA loss narrowed...
Papa Johns Suffers Major 6.4% Comp Sales Drop
Papa John’s reported a 6.4% decline in North American comparable sales for Q1 2026, its steepest drop in years, with company‑owned stores down 5.2% and franchised locations down 6.7%. CEO Todd Penegor attributed the slump to weaker customer acquisition, a...
WBD Talks Up Global Ambitions and Streaming Bundles Following HBO Max’s International Rollout
Warner Bros. Discovery used its Q1 earnings call to outline a global push for HBO Max, emphasizing bundled packages with local partners as it prepares for a merger with Paramount‑Skydance. CEO David Zaslav highlighted that bundling with Disney+/Hulu, RTL+ in...
Coty Is Pivoting CoverGirl to Gen X Market Amid 1% Decline in Net Revenue
Coty reported a 1% dip in Q3 FY2026 net revenue to $1.28 billion, with Consumer Beauty sales falling 4% to $450.7 million. Executive chairman Markus Strobel announced a strategic shift to reposition CoverGirl as a Gen X‑focused brand, leveraging core lines like Simply Ageless and...
RealReal Inc (REAL) Q1 2026 Earnings Call Transcript
The RealReal reported Q1 2026 GMV of $606 million, up 24% year‑over‑year, and revenue of $190 million, up 19%. Adjusted EBITDA rose to $13.1 million, expanding margin by 430 basis points to 6.9%. Take rate slipped to 36.4% as the mix shifted toward...
VTEX (VTEX) Q1 2026 Earnings Call Transcript
VTEX reported Q1 2026 GMV of $5.1 billion, up 17% in U.S. dollars, and subscription revenue of $60 million, a 14% increase. Non‑GAAP subscription gross margin rose to 81.5%, expanding 240 basis points, while total gross margin reached 80% after a 400‑basis‑point...
Leggett & Platt Inc (LEG) Q1 2026 Earnings Call Transcript
Leggett & Platt reported fourth‑quarter sales of $939 million, an 11% decline, and full‑year revenue of $4.05 billion, down 7%. The 2025 restructuring plan exceeded expectations, delivering a $70 million EBIT run‑rate benefit at lower cost and reducing net debt by $376 million, bringing...
Himax Technologies Inc (HIMX) Q1 2026 Earnings Call Transcript
Himax Technologies reported Q1 2026 revenue of $199 million, a modest 2% sequential decline, while gross margin held at 30.4% and net profit reached $8 million, or $0.046 per diluted ADS, surpassing guidance. Large display driver sales rose 11.7% on high‑end TV...
Inogen Inc (INGN) Q1 2026 Earnings Call Transcript
Inogen reported Q1 2026 revenue of $85.1 million, a 3.4% year‑over‑year increase driven primarily by an 18% surge in international sales and a 14% rise in unit volumes. U.S. revenue fell 5% as rental and direct‑to‑consumer channels faced mix‑shift pressure,...
Rocket Companies Inc (RKT) Q1 2026 Earnings Call Transcript
Rocket Companies posted adjusted revenue of $2.822 billion in Q1 2026, surpassing the high end of guidance, and saw adjusted EBITDA rise to $738 million, expanding margin to 26 percent. Net rate‑lock volume grew 19 percent to $49 billion, while servicing fees exceeded $1 billion, highlighting...
Inseego Corp (INSG) Q1 2026 Earnings Call Transcript
Inseego reported Q1 fiscal 2022 revenue of $61.4 million, up 23% year‑over‑year, driven by a 142% surge in 5G product sales that now represent 44% of total revenue. Next‑generation solutions, including its 5G edge cloud and SaaS portfolio, accounted for 23%...
Toast Inc (TOST) Q1 2026 Earnings Call Transcript
Toast Inc. posted a strong Q1 2026, with recurring gross profit streams rising 27% and GAAP operating income margin expanding to 21%, the first time above the 20% threshold. Net new locations grew by 7,000, pushing total live sites to...
Playtika Holding Corp (PLTK) Q1 2026 Earnings Call Transcript
Playtika reported Q1 2026 revenue of $678 million, a modest 0.6% sequential increase and 4.4% year‑over‑year growth, driven by a surge in direct‑to‑consumer (D2C) sales. D2C contributed $250 million, up 19.5% sequentially and 43.2% YoY, now representing 36.8% of total revenue, while...
Katapult Holdings Inc (KPLT) Q1 2026 Earnings Call Transcript
Katapult Holdings reported a GAGAP net loss of $32 million ($0.49 per share) for Q1 2026, while generating $14 million in distributable earnings and paying a $0.25 dividend. Liquidity reached a near‑record $880 million, supported by a $650 million Term Loan B and a $700 million corporate...
Stratasys Ltd (SSYS) Q1 2026 Earnings Call Transcript
Stratasys reported Q1 2026 revenue of $140 million, down 6.9% year‑over‑year, with GAAP gross margin slipping to 36.8% and a GAAP net loss of $18.9 million. Non‑GAAP metrics showed modest profitability, delivering $6.2 million net income. The company highlighted expanding manufacturing revenue to...
Maravai LifeSciences Holdings Inc (MRVI) Q1 2026 Earnings Call Transcript
Maravai LifeSciences reported Q1 2026 revenue of $65.8 million, a 41% year‑over‑year increase and 10% growth in its core business excluding COVID‑related CleanCap sales. Adjusted EBITDA surged to $20.3 million, improving by more than $30 million from a year ago, while free cash...
Commerce.com Inc (CMRC) Q1 2026 Earnings Call Transcript
Commerce.com (CMRC) reported Q1 2026 revenue of $86.8 million, up 5% YoY and ahead of guidance, while GMV rose 14% to $8.3 billion. The company posted its first GAAP‑profitable quarter with net income of $3.7 million and generated $18.4 million of operating cash flow. New...
PTC Therapeutics Inc (PTCT) Q1 2026 Earnings Call Transcript
PTC Therapeutics reported record Q1 2026 product revenue of $226 million, driven by a $125 million Sephience launch that grew 36% quarter‑over‑quarter. The company lifted full‑year product revenue guidance to $750‑$850 million and total revenue to $1.08‑$1.18 billion, citing strong U.S. uptake, the first...
Amtech Systems Inc (ASYS) Q2 2026 Earnings Call Transcript
Amtech Systems reported Q2 2026 revenue of $20.5 million, up more than 30% year‑over‑year and 8% sequentially, driven by strong AI‑related equipment sales. Adjusted EBITDA rose to $2.5 million, representing a 12% margin, while gross margin expanded to 47.7% and cash balances...
AerSale Corp (ASLE) Q1 2026 Earnings Call Transcript
AerSale reported Q1 2026 revenue of $70.6 million, up 7.4% year‑over‑year, and adjusted EBITDA of $7.4 million, a 132% increase, delivering a 10.4% margin. Growth stemmed from higher leasing activity, a 10% rise in Asset Management Solutions revenue to $43.1 million, and new...
Planet Fitness Inc (PLNT) Q1 2026 Earnings Call Transcript
Planet Fitness reported Q1 2026 net new membership of over 700,000, falling short of internal targets despite a 3.5% same‑club sales increase driven largely by rate growth. Adjusted EBITDA rose 20% to $140 million, though margin slipped to 41.5%, while total...
ICU Medical Inc (ICUI) Q1 2026 Earnings Call Transcript
ICU Medical reported Q1 2026 revenue of $526 million, reflecting 1% organic growth but a 12% decline on a reported basis due to the deconsolidation of its IV Solutions joint venture with Otsuka. Adjusted earnings per share rose 15% to...
Myers Industries Inc (MYE) Q1 2026 Earnings Call Transcript
Myers Industries reported flat quarterly sales of $204 million but delivered strong profitability gains, with adjusted EPS up 63% and gross margin rising to 33.6%. The company generated $20 million of annualized SG&A cost savings, boosting adjusted operating margin to 11% and...
Gogo Inc (GOGO) Q1 2026 Earnings Call Transcript
Gogo reported first‑quarter 2026 revenue of $226.3 million, a modest 2% decline year‑over‑year, while equipment revenue surged 22% on strong 5G and Galileo shipments. Adjusted EBITDA fell 14% YoY to $53.3 million but rose 41% sequentially, and net income jumped to $13.1 million...
Unity Software Inc (U) Q1 2026 Earnings Call Transcript
Unity Software reported a 35% year‑over‑year revenue increase in Q1 2026, propelled by an 80% surge in Vector AI revenue and strong growth in both Grow and Create segments. Adjusted EBITDA rose 65% to $138 million, delivering a 27% margin—the best...
Zymeworks Inc (ZYME) Q1 2026 Earnings Call Transcript
Zymeworks reported a PDUFA deadline of August 25, 2026 for its zanidatumab HER2‑positive gastroesophageal adenocarcinoma (GEA) indication, with a supplemental BLA filed in China. The company stands to receive up to $265 million in milestone payments contingent on U.S. and Chinese...
Inspired Entertainment Inc (INSE) Q1 2026 Earnings Call Transcript
Inspired Entertainment reported a strong Q1 2026, with continuing revenue climbing 15% to $57 million, propelled by a 38% surge in its Interactive segment. Reported EBITDA jumped 29% and the EBITDA margin widened by 1,100 basis points, reflecting a shift toward higher‑margin...
Full House Resorts Inc (FLL) Q1 2026 Earnings Call Transcript
Full House Resorts reported Q1 2026 revenue of $74.4 million, a modest 0.9% organic increase after excluding the Stockman's Casino sale, while adjusted EBITDA climbed 15% to $13.2 million. All operating properties posted EBITDA improvements, highlighted by an 8% rise at American...
Suburban Propane Partners LP (SPH) Q2 2026 Earnings Call Transcript
Suburban Propane Partners reported Q2 FY2026 adjusted EBITDA of $175.3 million, essentially flat year‑over‑year, while adjusted net income rose modestly to $139.3 million. Retail propane volumes held steady at 161.6 million gallons, offset by a 3% increase in the East...
Aspen Aerogels Inc (ASPN) Q1 2026 Earnings Call Transcript
Aspen Aerogels reported Q1 2026 revenue of $37.9 million, an 8% sequential decline, while GAAP net loss narrowed to $23.7 million and adjusted EBITDA improved 29% to a loss of $12.7 million. The company bolstered its balance sheet with $37.6 million in General Motors...
Zoetis Inc (ZTS) Q1 2026 Earnings Call Transcript
Zoetis reported Q1 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, with price gains offset by volume declines. The livestock and diagnostics segments delivered double‑digit growth, while companion animal revenues fell...
Lexicon Pharmaceuticals Inc (LXRX) Q1 2026 Earnings Call Transcript
Lexicon Pharmaceuticals reported Q1 2026 revenue of $5.5 million, largely from a $4.3 million Novo Nordisk licensing deal and INPEFA sales. The company cut its quarterly net loss to $15.5 million and reduced annual operating expenses by $129.5 million, boosting cash to $125 million after...
ESCO Technologies Inc (ESE) Q2 2026 Earnings Call Transcript
ESCO Technologies reported a blockbuster first‑quarter 2026, with orders soaring 143% to $550 million and sales climbing 35% year‑over‑year. Adjusted EBIT margin expanded 380 basis points to 19.4% and adjusted EPS jumped 73% to $1.64, setting a quarterly record. The Maritime...
Oportun Financial Corp (OPRT) Q1 2026 Earnings Call Transcript
Oportun Financial reported Q1 2026 revenue of $229 million, down 3 percent, while achieving GAAP net income of $2.3 million, its sixth consecutive profitable quarter. Originations fell 11 percent, but 79 percent came from returning borrowers, improving delinquency and charge‑off metrics. The company reduced its...
Karat Packaging Inc (KRT) Q1 2026 Earnings Call Transcript
Karat Packaging reported Q1 2026 net sales of $116.9 million, up 12.9% year‑over‑year, driven by volume, mix and modest price hikes. Online sales rose nearly 10% to $19.5 million, and operating income increased 8.2% to $8.5 million despite a gross‑margin decline to 35.5%...
Vericel Corp (VCEL) Q1 2026 Earnings Call Transcript
Vericel Corp reported record Q1 2026 results, posting $68.4 million total revenue—a 30% year‑over‑year increase that topped guidance—driven by strong MAC I ($56.4 million, +22%) and Burn Care ($12 million, >90% growth). Gross margin rose to 72% and adjusted EBITDA surged 195% to $9.6 million,...
Aemetis Inc (AMTX) Q1 2026 Earnings Call Transcript
Aemetis reported Q1 2026 revenue of $54.6 million, up 27% year‑over‑year, and posted its first positive gross profit of $2.8 million. Operating loss narrowed 60% to $6.3 million and net loss improved to $21.7 million, helped by $4 million in 45C production tax credits. The...
ACI Worldwide Inc (ACIW) Q1 2026 Earnings Call Transcript
ACI Worldwide reported Q1 2021 revenue of $285 million, a 2% year‑over‑year decline but above its guidance range. Adjusted EBITDA rose 19% to $45 million, delivering a 23% margin, while recurring revenue increased 1% to $246 million. The company highlighted strong merchant segment...
ACM Research Inc (ACMR) Q1 2026 Earnings Call Transcript
ACM Research reported Q1 2026 revenue of $231.3 million, up 34 percent year‑over‑year, and shipments of $240.7 million, up 53.6 percent. Growth was driven by a tripling of electro‑chemical plating (ECP) revenue and strong advanced‑packaging sales, while gross margin reached 46.5 percent, above the midpoint...
Warner Music Group Corp (WMG) Q2 2026 Earnings Call Transcript
Warner Music Group reported a 12% rise in total revenue for Q2 2026, propelled by double‑digit growth in recorded music, publishing and physical sales. Adjusted OIBDA surged 24% with margin expanding 230 basis points, while adjusted EPS climbed 38% to...
Expensify Inc (EXFY) Q1 2026 Earnings Call Transcript
Expensify Inc. reported Q1 2026 revenue of $34 million, a 6% year‑over‑year decline, while interchange revenue rose 10% to $5.5 million. GAAP net loss was $2.3 million, but non‑GAAP earnings reached $3.6 million and adjusted EBITDA hit $6.2 million. Free cash flow stood at $2.5 million...
Ares Commercial Real Estate Corp (ACRE) Q1 2026 Earnings Call Transcript
Ares Commercial Real Estate Corp reported Q1 2026 results highlighting a $1.7 billion loan portfolio, up $110 million sequentially, and a strategic shift away from office exposure toward multifamily, industrial and self‑storage assets. The company closed three new loan commitments totaling $294 million,...