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.
Maximus Inc (MMS) Q2 2026 Earnings Call Transcript
Maximus Inc. reported Q2 2026 revenue of $1.31 billion, in line with expectations, and lifted its adjusted EBITDA margin to 14.4% driven by AI‑enabled automation. Adjusted EPS rose to $2.07, offset by a $6.9 million U.S. Services asset impairment and a $4.2 million...
News Corp (NWSA) Q3 2026 Earnings Call Transcript
News Corp posted a 9% revenue increase to $2.2 billion in Q3 2026, propelled by strong performance in Dow Jones, Digital Real Estate Services, and HarperCollins. Segment EBITDA rose 18% to $343 million, with margins expanding to 15.7% and Dow Jones EBITDA...
Tandem Diabetes Care Inc (TNDM) Q1 2026 Earnings Call Transcript
Tandem Diabetes Care reported record first‑quarter results, with worldwide sales of $247 million and over 29,000 pump shipments, driven primarily by U.S. demand. The company posted a 55% gross margin, the highest ever for a Q1, and narrowed its operating loss...
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...
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...
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...
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,...
Wynn Resorts Ltd (WYNN) Q1 2026 Earnings Call Transcript
Wynn Resorts reported solid Q1 2026 performance across its core markets, with Las Vegas adjusted property EBITDAR up 5% to $232.5 million and RevPAR climbing nearly 10%. Macau saw mass drop rise 19% and handle 32%, while Encore Boston Harbor delivered $50.5 million...
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...
Bentley Systems, Inc (BSY) Q1 2026 Earnings Call Transcript
Bentley Systems reported Q1 2026 revenue of $424 million, up 14.5% year‑over‑year, with subscriptions accounting for 93% of sales. Annual recurring revenue reached $1.495 billion, growing 11.5% in constant currency and delivering a net revenue retention rate of 109%. Service revenues surged...
Nuveen Churchill Direct Lending Corp (NCDL) Q1 2026 Earnings Call Transcript
Nuveen Churchill Direct Lending Corp reported Q1 2026 results showing net investment income of $0.44 per share, a modest rise from the prior quarter, while GAAP net income fell to $0.32 per share due to realized and unrealized losses. Gross originations...
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...
Stevanato Group SpA (STVN) Q1 2026 Earnings Call Transcript
Stevanato Group reported first‑quarter 2026 revenue of €273.6 million, a 10% rise on a constant‑currency basis, driven primarily by the Biopharmaceutical and Diagnostic Solutions (BDS) segment. High‑value solutions, especially syringes and GLP‑1 biologics, grew 17% and now represent 47% of total...
HubSpot Inc (HUBS) Q1 2026 Earnings Call Transcript
HubSpot reported a robust Q1 2026, with revenue up 23% year‑over‑year (18% in constant currency) and non‑GAAP operating margin expanding to 18%. The company added nearly 300,000 customers, generated $154 million free cash flow, and saw subscription revenue rise 23% while...
W&T Offshore Inc (WTI) Q1 2026 Earnings Call Transcript
W&T Offshore reported a 13% year‑over‑year increase in production, climbing from 30,500 to 36,200 barrels of oil equivalent per day in 2025, and guided to roughly 35,000 boepd in 2026 without new drilling. Capital expenditures were disciplined at $55 million, focused...
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...
Perdoceo Education Corp (PRDO) Q1 2026 Earnings Call Transcript
Perdoceo Education Corp reported Q1 2026 net income of $54 million, a 23% year‑over‑year increase, and diluted EPS of $0.85, up 30.8%. Revenue rose 4.1% to $221.7 million, driven by enrollment gains at Colorado Technical University and St. Augustine, while AIU enrollment...
Payoneer Global Inc (PAYO) Q1 2026 Earnings Call Transcript
Payoneer reported Q1 2026 revenue of $262 million, a 6% year‑over‑year increase, with revenue ex‑interest climbing 11% and total transaction volume surpassing $22 billion. B2B volume surged 44% YoY, while checkout volume jumped 53% following the completion of its Stripe migration. Adjusted...
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...
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...
Core Molding Technologies Inc (CMT) Q1 2026 Earnings Call Transcript
Core Molding Technologies Inc reported a turnaround in Q1 2026, posting net earnings of $177.3 million versus a loss a year earlier and delivering adjusted earnings of $206.2 million. Consolidated core EBITDA surged 52% year‑over‑year to $316.9 million, with a 14.9% margin, while...
Post Holdings Inc (POST) Q2 2026 Earnings Call Transcript
Post Holdings posted a strong Q2 2026, with adjusted EBITDA beating internal forecasts while keeping full‑year guidance unchanged due to Middle East conflict risks. Share repurchases have trimmed the share count by 15% year‑to‑date, and cash flow remains robust, providing...
Once Upon A Farm PBC (OFRM) Q1 2026 Earnings Call Transcript
Once Upon A Farm reported Q1 2026 consolidated net sales of $49.6 million, a 9% year‑over‑year increase driven by Canadian cannabis and early Netherlands contributions. Net income turned positive at $2.3 million, while adjusted EBITDA rose to $8.6 million with a 17.3% margin,...
Celsius Holdings Inc (CELH) Q1 2026 Earnings Call Transcript
Celsius Holdings reported record first‑quarter 2026 revenue of $783 million, driven by strong performance across its CELSIUS, Alani Nu and Rockstar brands. Net sales for Alani Nu surged 60% year‑over‑year after the PepsiCo distribution transition, while CELSIUS grew 6% and Rockstar contributed $67 million....
Progyny Inc (PGNY) Q1 2026 Earnings Call Transcript
Progyny reported Q1 2026 revenue at the top of its $1.365‑$1.405 billion outlook, with net income and adjusted EBITDA also beating guidance. The company raised full‑year forecasts for revenue, EBITDA, and earnings per share, citing strong member engagement and margin expansion...
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...
Assured Guaranty Ltd (AGO) Q1 2026 Earnings Call Transcript
Assured Guaranty Ltd. posted record financial metrics for 2025, including an adjusted book value of $186.43 per share and adjusted operating income of $9.80 per share. The firm repurchased $500 million of stock, retired 12% of its shares, and raised its...
Information Services Group Inc (III) Q1 2026 Earnings Call Transcript
Information Services Group (ISG) reported Q2 2019 revenue of $67.3 million, a 3% year‑over‑year decline, while adjusted EBITDA more than doubled to $8.1 million versus the first quarter. Digital services now represent roughly 45% of the company’s top line, and the ISG...
GCM Grosvenor Inc (GCMG) Q1 2026 Earnings Call Transcript
GCM Grosvenor reported a record $10.7 billion of capital raised in 2025, pushing assets under management to a new high of $91 billion, a 14% increase year‑over‑year. Fee‑related earnings grew 11% with margins expanding to 44%, while adjusted EBITDA and net income...
Synaptics Inc (SYNA) Q3 2026 Earnings Call Transcript
Synaptics reported fiscal Q3 2026 revenue of $294.2 million, a 10% year‑over‑year increase driven primarily by a 31% surge in Core IoT sales. Non‑GAAP operating margin rose to 18.1%, up 260 basis points, and earnings per share reached $1.09, topping...
Loar Holdings Inc (LOAR) Q1 2026 Earnings Call Transcript
Loar Holdings reported a record Q1 2026 with sales of $156 million, up 11% year‑over‑year, and an adjusted EBITDA margin of 40.5%, surpassing its IPO target. The company posted a book‑to‑bill ratio above 1.2 and a record defense backlog, while...
Fortune Brands Innovations Inc (FBIN) Q1 2026 Earnings Call Transcript
Fortune Brands Innovations posted Q1 2026 revenue of $1 billion, a 2 percent decline, and operating margin fell to 11.1 percent amid higher raw‑material, freight and tariff costs. The board appointed interim CEO David Barry and interim CFO Ashley George while restarting the...
Viatris Inc (VTRS) Q1 2026 Earnings Call Transcript
Viatris posted Q1 2026 revenue of $3.76 billion, a 1 percent decline, but achieved 1 percent operational growth when the indoor‑facility disruption is excluded. Europe saw modest gains, emerging markets grew 7 percent, and Greater China sales rose 9 percent, beating expectations. Adjusted gross margin...
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%...
Xponential Fitness Inc (XPOF) Q1 2026 Earnings Call Transcript
Xponential Fitness reported 3,137 open studios at quarter end, with 66 new openings and 26 closures, driven by 43 new North American and 23 international locations. The company added a robust Club Pilates pipeline, securing agreements for roughly 160 future...
Barings BDC Inc (BBDC) Q1 2026 Earnings Call Transcript
Barings BDC Inc. reported Q1 2026 results showing a modest NAV decline to $11.02 per share, driven primarily by a write‑down of a legacy MVC asset. Net investment income slipped to $0.25 per share, just below the $0.26 dividend, but...
PDF Solutions Inc (PDFS) Q1 2026 Earnings Call Transcript
PDF Solutions reported Q1 2026 revenue of $60.1 million, a 26% year‑over‑year increase, led by a 36% jump in platform revenue to $50.9 million. Operating profit rose 75% to $15 million and operating margin improved to 25%, edging toward its 27% long‑term target....
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...
Saga Communications Inc (SGA) Q1 2026 Earnings Call Transcript
Comcast reported first‑quarter revenue up 11%, buoyed by NBCUniversal’s Olympic and Super Bowl broadcasts, while adjusted EBITDA slipped 9% due to the first‑year impact of a new NBA contract and broadband investment costs. The company generated $3.9 billion in free cash...
XPLR Infrastructure LP (XIFR) Q1 2026 Earnings Call Transcript
XPLR Infrastructure reported Q1 2026 adjusted EBITDA of $435 million and free cash flow before growth of $89 million, reflecting higher financing costs and seasonal wind variability. The company completed roughly 30% of its 2026 repowering program and confirmed a battery storage...
Radware Ltd (RDWR) Q1 2026 Earnings Call Transcript
Radware reported Q1 2025 revenue of $72 million, up 11% YoY, marking a third consecutive quarter of double‑digit growth. Cloud security ARR surged 19% to $80 million, driving recurring revenue to 82% of total. Non‑GAAP EPS rose 69% to $0.27 and adjusted...
Opendoor Technologies Inc (OPEN) Q1 2026 Earnings Call Transcript
Opendoor Technologies reported a strong Q1 2026, purchasing 2,474 homes—a 45% rise from Q4—and signing over 5,000 acquisition contracts, the highest volume since Q2 2022. Resale contribution margin improved to 4.4%, up 3.4 percentage points, while aged inventory fell to...
Insmed Inc (INSM) Q1 2026 Earnings Call Transcript
Insmed reported that its newly launched Brinsupri generated $144.6 million in its first full quarter and now projects at least $1 billion in U.S. revenue for 2026. The company highlighted strong early adoption, with over 11,500 new patients in 2025, 90%+ payer...
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...
WillScot Holdings Corp (WSC) Q1 2026 Earnings Call Transcript
WillScot Holdings reported Q1 2026 revenue of $549 million, slightly below last year but ahead of its internal outlook, driven by a 12% jump in delivery and installation revenue. Adjusted EBITDA reached $211 million with a 38.5% margin, though the...
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...
Cherry Hill Mortgage Investment Corp (CHMI) Q1 2026 Earnings Call Transcript
Cherry Hill Mortgage Investment Corp reported a GAAP net loss of $2 million ($0.05 per diluted share) for Q1 2026, with book value per common share falling 6.1% to $3.23. Earnings available for distribution were $5.3 million, and the company declared a $0.10...