MSC Income Fund Inc (MSIF) Q1 2026 Earnings Call Transcript
MSC Industrial Direct reported Q1 2026 results with average daily sales up 4% year‑over‑year, driven by a 4.2% price benefit that largely offset a 0.3% volume decline from the federal government shutdown. Net sales reached $966 million, matching the midpoint of guidance, while gross margin held at 40.7% and adjusted operating margin rose to 8.4%, delivering a 15% increase in adjusted EPS to $0.99. The company returned $62 million to shareholders, expanded its AR securitization facility, and set a new ESG target to cut Scope 1‑2 emissions 15% by 2030. Management guided Q2 average daily sales growth of 3.5‑5.5% year‑over‑year with a sequential dip, citing seasonality and a supplier conference that will shift sales into Q3.
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...
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...
OUTFRONT Media Inc (OUT) Q1 2026 Earnings Call Transcript
Outfront Media reported first‑quarter 2026 revenue up 10%, propelled by a 22% surge in transit and a 7% rise in billboard sales. Consolidated OIBDA jumped 56% to roughly $100 million and AFFO more than doubled to $61 million, aided by $13.5 million of...
Walker & Dunlop Inc (WD) Q1 2026 Earnings Call Transcript
Walker & Dunlop reported a blockbuster first quarter, with total transaction volume surging 94% to $13.7 billion and revenues climbing 27% to $301 million. Diluted EPS exploded 475% to $0.46, driven by debt originations that more than doubled to $11.8 billion, led by...
Corvus Pharmaceuticals Inc (CRVS) Q1 2026 Earnings Call Transcript
Corvus Pharmaceuticals reported Q1 2026 results highlighting accelerated R&D spending and a strengthened balance sheet after a $200 million public offering, giving the company cash runway into the second quarter of 2028. Clinical data from the Phase I/Ib atopic dermatitis trial...
I3 Verticals Inc (IIIV) Q2 2026 Earnings Call Transcript
I3 Verticals reported a balanced revenue mix, with utilities, transportation, education and public administration each contributing roughly 25% of total sales. Seasonal patterns show Q4 delivering the strongest quarter at about 27% of annual revenue, while professional services are expected...
Republic Services Inc (RSG) Q1 2026 Earnings Call Transcript
Republic Services posted a 2.6% revenue increase in Q1 2026, driven by disciplined pricing and modest volume gains. Adjusted EBITDA rose 4.3% with the margin expanding 50 basis points to 32.1%, and adjusted EPS reached $1.70. Free cash flow jumped...
Heritage Global Inc (HGBL) Q1 2026 Earnings Call Transcript
Heritage Global Inc. posted Q1 2026 revenue of $12.7 million, down 6% year‑over‑year, and net income of $0.02 per share, reflecting a modest profit despite a $600,000 operating loss from the newly integrated DebtX acquisition. The Industrial Assets division posted...
Trex Company Inc (TREX) Q1 2026 Earnings Call Transcript
Trex reported Q1 2026 net sales of $343 million, a modest 1% year‑over‑year increase, while gross margin rose to 40.5%, beating internal forecasts by 100 basis points. Adjusted EBITDA reached $103 million, up 2%, and free cash flow improved nearly 40% despite...
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...
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...
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,...
LightPath Technologies Inc (LPTH) Q3 2026 Earnings Call Transcript
LightPath Technologies reported record Q3 2026 revenue of $19.1 million, a 109% year‑over‑year increase, propelled by strong growth in assemblies and modules. Gross profit surged 161% to $7 million, lifting the gross margin to 36% as the company shifted toward higher‑value, vertically...
Datadog Inc (Pre-Reincorporation) (DDOG) Q1 2026 Earnings Call Transcript
Datadog posted Q1 2026 revenue of $1.01 billion, up 32% YoY and above the high end of guidance, while total ARR surpassed $4 billion. The quarter delivered a 6% sequential revenue increase—the strongest Q1 growth since 2022—and generated $289 million in free cash...
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...
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...
Charles River Laboratories International Inc (CRL) Q1 2026 Earnings Call Transcript
Charles River Laboratories reported Q1 2026 revenue of $996 million, a 1.2% increase on a reported basis but a 1.5% organic decline. Non‑GAAP operating margin slipped to 16.3% after a 280‑basis‑point drop, driven by higher stock compensation, NHP study costs and...
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...
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...
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...
Kenvue Inc (KVUE) Q1 2026 Earnings Call Transcript
Kenvue reported a solid start to 2024, posting 1.9% organic revenue growth and a 290‑basis‑point rise in adjusted gross margin. Self‑Care sales climbed 4.2% and Essential Health grew 4.9%, while Skin Health and Beauty declined 4.5% on a 6.9% volume...
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...
Reinsurance Group of America Inc (RGA) Q1 2026 Earnings Call Transcript
Reinsurance Group of America posted pretax adjusted operating income of $611 million and adjusted EPS of $6.97 in Q1 2026, delivering a 16.2% adjusted ROE for the trailing twelve months. Traditional premium growth was 5% globally, driven by strong performance in...
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...
Silvaco Group Inc (SVCO) Q1 2026 Earnings Call Transcript
Silvaco reported Q1 2026 revenue of $17.8 million, a 26% year‑over‑year increase, and bookings of $17.2 million, both surpassing guidance. Gross margins rose to 86.4% GAAP and 87.9% non‑GAAP, while operating expenses fell sequentially, delivering a non‑GAAP operating loss of $0.47 million. Unrestricted...
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...
DRAM Drought to Dog AMD's Chips This Year
AMD warned that PC CPU shipments will dip in the second half of 2026 as a DRAM shortage drives memory prices up four‑fold. The chipmaker still expects its Client segment to post year‑over‑year revenue growth, buoyed by Ryzen adoption and...
BTS-Nomics, Overseas Investment Strategy, and the Future of K-Pop: 5 Things We Learned on HYBE’s Q1 Earnings Call
HYBE reported Q1 2026 revenue of $477 million, a 39.5% YoY rise, driven by BTS’s *Arirang* comeback. The company highlighted BTS as a “legendary brand” poised to dominate the global concert market and detailed margin‑protecting tactics such as a 360‑degree stage...
Upstart Holdings, Inc. (UPST) Q1 2026 Earnings Call Transcript
Upstart Holdings reported Q1 2026 revenue of $215 million, a 22% year‑over‑year increase, driven by a 31% rise in loan originations to $1.9 billion. Net loss narrowed to $45 million from $62 million a year earlier, reflecting higher net interest margin and lower credit‑loss provisions....
Cricut, Inc. (CRCT) Q1 2026 Earnings Call Transcript
Cricut, Inc. hosted its first‑quarter 2026 earnings conference call on May 6, 2026, featuring CEO Ashish Arora, CFO Kimball Shill and VP of Finance Michael Hoade. The call was webcast live and the transcript, slides, and supplemental data were posted to investor.cricut.com. Analysts from Morgan...
Aviat (AVNW) Q3 2026 Earnings Call Transcript
Aviat Networks reported Q3 2026 revenue of $100 million, an 11% decline from the prior year, citing $9 million of project pushouts linked to the Middle‑East conflict. Gross margin slipped to 29.3% GAAP and adjusted EBITDA fell to $4.4 million (4.4% of revenue),...
Coupang (CPNG) Q1 2026 Earnings Transcript
Coupang reported $8.5 billion in Q1 consolidated revenue, an 8% year‑over‑year increase, while its core Product Commerce segment grew 4% to $7.2 billion. The company reclaimed roughly 80% of the WOW membership decline caused by a prior data incident, and Developing Offerings...
WBD Talks Streaming Wins, Linear Outlook
Warner Bros. Discovery (WBD) CEO David Zaslav confirmed the Paramount‑Skydance merger will close in Q3 2026, while sidestepping analyst questions. He highlighted that HBO Max already exceeded its 140 million subscriber guidance for Q1, driven by launches in the U.K., Ireland, Germany...
EyePoint Inc (EYPT) Q1 2026 Earnings Call Transcript
EyePoint Pharmaceuticals reported a dramatic revenue drop to $600,000 for the quarter, reflecting the reversal of deferred YUTIQ license revenue, while operating expenses surged to $71 million as Phase 3 trials for its DuraVu platform intensified. The company posted a net loss...
Edgewell Personal Care Co (EPC) Q2 2026 Earnings Call Transcript
Edgewell Personal Care closed its sale of the feminine‑care business to Essity on February 2, 2026, stripping a non‑core segment and trimming adjusted EPS by roughly $0.44 per share. Organic net sales slipped 0.5% as Sun and Skin Care drove an 8%...
Amcor PLC (AMCR) Q3 2026 Earnings Call Transcript
Amcor reported first‑quarter 2026 results showing adjusted EPS of $0.193, an 18% constant‑currency increase and above the midpoint of its guidance. The company delivered $38 million in quarterly synergies and over $70 million of annualized revenue synergies following the Berry acquisition, while...
CDW Corp (CDW) Q1 2026 Earnings Call Transcript
CDW Corp reported Q1 2026 net sales of $5.5 billion, a 5% year‑over‑year increase driven primarily by cloud, software and managed services demand. Gross profit rose 9% to $1.25 billion, with cloud contributing roughly half of the growth, while non‑GAAP operating income...
Ryerson Holding Corp (RYZ) Q1 2026 Earnings Call Transcript
Ryerson Holding completed its merger with Olympic Steel, creating a combined entity of over 6,000 employees at roughly 160 locations. Management highlighted a $120 million annual run‑rate synergy target to be achieved within two years and outlined a Q4 net loss...
Kennametal Inc (KMT) Q3 2026 Earnings Call Transcript
Kennametal reported a 3% organic sales increase in Q3 2026, its first organic growth in eight quarters, and adjusted EPS rose to $0.34. Margin expansion to a 15.3% adjusted EBITDA margin was driven by price actions, tariff surcharges, and $8 million...
Establishment Labs Holdings Inc (ESTA) Q1 2026 Earnings Call Transcript
Establishment Labs Holdings posted $53.8 million revenue in Q1 2026, a 33.7% year‑over‑year increase, and achieved a 70.1% gross profit margin, surpassing the 70% threshold for the first time. Adjusted EBITDA turned positive at $1.2 million, marking the company’s inaugural profitable quarter after...
Taboola.com Ltd (TBLA) Q1 2026 Earnings Call Transcript
Taboola.com Ltd. reported Q4 2025 revenue of $522.3 million, up 6%, and full‑year revenue of $1.91 billion, up 8%. Ex‑TAC gross profit grew 7% to $714 million with a 41% margin, while adjusted EBITDA reached $215.5 million, delivering a 30% margin. Free cash flow...
Maplebear Inc (CART) Q1 2026 Earnings Call Transcript
Maplebear (CART) reported Q1 2026 gross transaction value of $9.85 billion, up 14% YoY and the strongest pace in three years, driven by 16% order growth and expanding retailer partnerships. GAAP net income fell 46% to $81 million due to a $60 million...
Apollo Global Management Inc (APO) Q1 2026 Earnings Call Transcript
Apollo Global Management reported record fee‑related earnings of $627 million, a 22% year‑over‑year increase, driven by 22% management fee growth and expanding perpetual capital. Total assets under management hit $840 billion, with 60% classified as fee‑generating perpetual capital, insulating the firm from...
Trinity Capital Inc (TRIN) Q1 2026 Earnings Call Transcript
Trinity Capital reported a record $40 million net investment income for Q4, a 15% year‑over‑year increase, and total investment income of $83 million, up 17.5%. Platform assets under management rose 38% to $2.8 billion, while net asset value hit $1.1 billion, a...
Astec Industries Inc (ASTE) Q1 2026 Earnings Call Transcript
Astec Industries reported record Q4 net sales of $400.6 million and an 8.1% full‑year sales increase, driven by organic growth and the recent TerraSource and CWMF acquisitions. Adjusted EBITDA rose to $44.7 million for the quarter and $140.7 million for the year, lifting...
Medline Inc (MDLN) Q1 2026 Earnings Call Transcript
Medpace Holdings reported Q1 2026 revenue of $706.6 million, a 26.5% year‑over‑year rise, while EBITDA climbed 25.9% to $149.4 million. Net new business awards increased 23.7% to $618.4 million, but the net book‑to‑bill ratio slipped to 0.88, reflecting higher cancellations, especially in oncology...
Mineralys Therapeutics Inc (MLYS) Q1 2026 Earnings Call Transcript
Mineralys Therapeutics reported Q1 2026 results highlighting FDA acceptance of lorundrostat’s NDA with a PDUFA target of Dec 22, 2026. The company completed five trials showing durable blood‑pressure reductions, though the EXPLORER‑OSA study missed its primary AHI endpoint, it still demonstrated a...