Peloton Interactive Inc (PTON) Q3 2026 Earnings Call Transcript
Peloton Interactive reported Q3 2026 revenue of $631 million, topping guidance by $6 million, driven by strong Connected Fitness equipment sales. The company posted a 41% jump in adjusted EBITDA to $126 million and free cash flow rose 59% to $151 million, while net debt fell 70% to $173 million, leaving $1.13 billion in cash. Management highlighted a new high‑margin content licensing deal with Spotify and a 14% year‑over‑year rise in commercial business unit revenue, underscoring diversification beyond consumer subscriptions. Full‑year guidance now anticipates positive net income and operating income for the first time in Peloton’s history.
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...
Ironwood Pharmaceuticals Inc (IRWD) Q1 2026 Earnings Call Transcript
Ironwood Pharmaceuticals reported 2025 LINZESS U.S. net sales of $865 million, matching guidance despite a 6% price erosion tied to Medicare Part D changes. Prescription demand grew 11% for the second year, maintaining a 45% market share in the IBS‑C and chronic...
D Market Elektronik Hizmetler Ve Ticaret AS (HEPS) Q1 2026 Earnings Call Transcript
Hepsiburada reported an 84% year‑on‑year increase in Q1 2022 GMV to 8.3 billion Turkish lira, driven by 63% order growth and a 27% rise in active customers to 12 million. Revenue surged 82% to TRY 1.2 billion, helped by a 92% jump in 1P...
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...
Red Cat Holdings Inc (RCAT) Q1 2026 Earnings Call Transcript
Red Cat Holdings reported a record $26.2 million revenue for the quarter, a $25 million year‑over‑year increase, and lifted full‑year revenue to $40.7 million. The company dramatically expanded its cash balance to $167.9 million and scaled production to 50 Black...
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...
Turning Point Brands Inc (TPB) Q1 2026 Earnings Call Transcript
Turning Point Brands reported Q4 2025 results with revenue up 29% to $121 million, driven by a 266% surge in Modern Oral net sales to $41.3 million. Adjusted EBITDA rose 14% to $30 million, delivering a 24.8% margin. Management launched aggressive 2026 Modern...
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%...
MDU Resources Group Inc (MDU) Q1 2026 Earnings Call Transcript
MDU Resources reported Q1 2026 net income of $80.8 million, or $0.39 per share, with a modest $0.03 EPS hit from milder weather. The Bakken East pipeline open season attracted 1.4 bcf/d of interest and 40% of capacity is already under signed...
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...
Carparts.Com Inc (PRTS) Q1 2026 Earnings Call Transcript
CarParts.com posted its first positive adjusted EBITDA since Q1 2024, reporting $585,000 after a $7 million swing year‑over‑year. Net sales slipped 10% to $132 million, driven by lower advertising spend and weather‑related demand softness. Operating expenses fell 26% to $46 million, reflecting headcount reductions,...
Howard Hughes Holdings Inc (HHH) Q1 2026 Earnings Call Transcript
Howard Hughes Holdings reported a record $476 million MPC earnings before taxes, driven by the sale of 621 residential acres at $890,000 per acre, and an 8% rise in operating asset NOI to $276 million. The company forecast 2026 adjusted...
Lantheus Holdings Inc (LNTH) Q1 2026 Earnings Call Transcript
Lantheus Holdings reported Q1 2026 revenue of $377.3 million, a 1.2% year‑over‑year increase and 8.6% when excluding divested SPEC revenue. Oncology sales from PYLARIFY fell 6.5% despite a 5.8% volume rise, while cardiology product DEFINITY grew 6.8% and retained over 80%...
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...
Palvella Therapeutics Inc (PVLA) Q1 2026 Earnings Call Transcript
Palmer Square Capital BDC posted a mixed Q1 2026, with total investment income down 16% to $26.2 million and net income falling to $11 million, or $0.35 per share. NAV per share slipped to $13.30 from $14.85, driven by a software‑sector sell‑off that...
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...
WhiteHorse Finance Inc (WHF) Q1 2026 Earnings Call Transcript
WhiteHorse Finance reported Q1 2026 net investment income of $6.6 million, up 8% from the prior quarter, and NAV per share rose 2.4% to $11.68. The board expanded its share‑repurchase program by $7.5 million, leaving $15 million of authorization available, and the adviser...
Guardant Health Inc (GH) Q1 2026 Earnings Call Transcript
Guardant Health reported Q1 2026 revenue of $302 million, a 48% year‑over‑year increase and the fastest annual growth in five years. Oncology revenue rose 36% to $205 million, driven by 86,000 tests—a 47% volume jump—while its Shield screening test generated $42 million from...
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...
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...
GCI Liberty Inc (GLIBA) Q1 2026 Earnings Call Transcript
GCI Liberty reported a resilient first‑quarter performance amid the COVID‑19 pandemic, highlighted by the launch of its first 5G service in Anchorage and a sharp rise in adjusted OIBDA to $86 million, more than double the prior year. The company’s cash...
ESAB Corp (ESAB) Q1 2026 Earnings Call Transcript
ESAB Corp reported record Q1 2026 results, with total core sales of $715 million, a 10% year‑over‑year increase, and adjusted EBITDA of $136 million, up 6% and delivering a 19% margin. The company highlighted strong performance from recent acquisitions, notably EWM and...
Grove Collaborative Holdings Inc (GROV) Q1 2026 Earnings Call Transcript
Grove Collaborative reported Q1 2026 revenue of $42.4 million, a 14.3% YoY decline, driven by fewer orders after an e‑commerce platform migration and reduced advertising. The company posted its first positive adjusted EBITDA in six quarters at $1.6 million and...
Collegium Pharmaceutical Inc (COLL) Q1 2026 Earnings Call Transcript
Collegium Pharmaceutical reported record full‑year net revenue of $780.6 million, a 24% increase year‑over‑year, and an all‑time high adjusted EBITDA of $460.5 million. Growth was driven by the pain portfolio’s steady performance and a surge in Jornay PM sales, which posted $148.9 million in...
Monster Beverage Corp (MNST) Q1 2026 Earnings Call Transcript
Monster Beverage Corp reported a record $2.35 billion in net sales for Q1 2026, a 26.9% year‑over‑year increase and the first quarter to top $2 billion. Sales rose double‑digits across every major geography, with international revenue now representing 45% of the total mix....
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...
Nexstar Media Group Inc (NXST) Q1 2026 Earnings Call Transcript
Nexstar Media Group reported Q1 2026 net revenue of $1.29 billion, a 13.4% decline driven primarily by a $233 million drop in political advertising. Non‑political ad revenue grew 4.5%, helping offset the broader ad slowdown, while distribution revenue modestly rose 0.8%. The...
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...
Bob's Discount Furniture, Inc (BOBS) Q1 2026 Earnings Call Transcript
ServisFirst posted $83 million net income in Q1 2026, delivering diluted EPS of $1.52, a 33% year‑over‑year increase. Net interest margin expanded to 3.53%, up 61 basis points, supported by loan repricing and lower funding costs. Loan balances grew 7% annualized while...
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...
Harmony Biosciences Holdings Inc (HRMY) Q1 2026 Earnings Call Transcript
Harmony Biosciences reported record Q1 product revenue of $243.8 million, a 21% increase year‑over‑year, driven by sustained demand for its Wakix sleep‑wake therapy. The company added roughly 400 patients per quarter, reaching about 8,500 on Wakix, and reaffirmed 2026 revenue guidance...
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...
Warby Parker Inc (WRBY) Q1 2026 Earnings Call Transcript
Warby Parker reported Q1 2026 revenue of $242.4 million, an 8.3% year‑over‑year increase, and adjusted EBITDA of $29.6 million at a 12.2% margin, slightly below prior year. Retail sales rose 13.6% while e‑commerce fell 4.1% after ending the Home Try‑On...
CSP Inc (CSPI) Q2 2026 Earnings Call Transcript
CSP Inc. reported $12 million total revenue for Q1 2026, down from $15.7 million a year earlier, as a $4.5 million one‑time product deal did not recur. Service revenue rose 14.6% to $5.3 million, lifting gross margin to 39.3% from 29.1%. Managed Services began billing...
Quest Resource Holding Corp (QRHC) Q1 2026 Earnings Call Transcript
Quest Resource Holding Corp reported Q1 2026 revenue of $58.9 million, a 16% year‑over‑year decline and a 7% sequential drop, driven by soft industrial demand and the recent divestiture of its mall‑related business. Gross profit fell 15% YoY to $9.1 million, compressing...
Hudson Pacific Properties Inc (HPP) Q1 2026 Earnings Call Transcript
Hudson Pacific Properties reported a transformative 2025, completing $330 million of strategic asset sales and over $2 billion of capital transactions that doubled liquidity to $934 million. The REIT cut net debt by 22%, improved debt‑to‑book to 31.9%, and reduced G&A expenses 33%...
PAR Technology Corp (PAR) Q1 2026 Earnings Call Transcript
PAR Technology reported Q1 2026 revenue of $124 million, up 19% year‑over‑year, driven by strong subscription and hardware sales. Annual recurring revenue rose 16% to $330 million, with organic ARR growth of 11%. Adjusted EBITDA improved to $8.9 million, nearly doubling the prior...
PennantPark Floating Rate Capital Ltd (PFLT) Q2 2026 Earnings Call Transcript
PennantPark Floating Rate Capital reported core net investment income of $0.27 per share for Q2 2026, with GAAP net investment income of $0.26 per share and NAV essentially flat at $10.47. The firm reduced its debt‑to‑equity ratio to 1.5x and...
Flux Power Holdings Inc (FLUX) Q3 2026 Earnings Call Transcript
Flux Power Holdings reported a steep revenue decline in Q3 2026, dropping to $6.6 million—a 60% year‑over‑year decrease—driven by a major customer’s capital freeze and geopolitical order delays. Gross margin fell to 27.3% from 32% as product mix shifted and...
Organogenesis Holdings Inc (ORGO) Q1 2026 Earnings Call Transcript
Organogenesis Holdings reported a 58% drop in Q1 net product revenue to $36.3 million, driven primarily by a 63% plunge in advanced wound‑care sales after CMS reimbursement policy changes created clinician confusion. The company recorded a GAAP operating loss of...
SIGA Technologies Inc (SIGA) Q1 2026 Earnings Call Transcript
SIGA Technologies reported Q1 2026 revenue of roughly $6 million, a pretax loss of $5 million and a cash balance of $146 million with no debt. The company announced a $13 million oral TPOXX order for an Asia‑Pacific customer in Q2 and sealed an...
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...
Century Aluminum Co (CENX) Q1 2026 Earnings Call Transcript
Century Aluminum reported Q1 2026 net sales of $649 million and adjusted EBITDA of $231 million, both up sequentially thanks to higher LME prices and regional premiums. The Mt. Holly expansion is on schedule, set to increase U.S. capacity by roughly 10 percent,...
Tripadvisor Inc (TRIP) Q1 2026 Earnings Call Transcript
Tripadvisor reported Q1 2026 consolidated revenue of $382 million, a 4% decline but in line with internal guidance, while adjusted EBITDA of $22 million beat forecasts. The Experiences segment saw bookings grow 11% and conversion improve over 20% despite macro‑related...
Oncology Institute Inc (TOI) Q1 2026 Earnings Call Transcript
Oncology Institute Inc (TOI) reported 2025 revenue of $502.7 million, a 27.8% year‑over‑year increase, and delivered its first adjusted‑EBITDA‑positive quarter with $147,000 in Q4 profit. The company’s capitation business expanded 17.2% to $80.5 million, adding 260,000 patient lives through new...
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...
Lamar Advertising Co (LAMR) Q1 2026 Earnings Call Transcript
Lamar Advertising reported acquisition‑adjusted revenue growth of more than 4% in Q1 2026, driven by a near‑6% surge in December and a full‑year increase to $2.27 billion. Adjusted EBITDA rose 3.7% to $288.9 million, expanding the margin to a record‑high 48.5%, while...