Oil States International Inc (OIS) Q1 2026 Earnings Call Transcript
Oil States International reported Q4 2025 results with consolidated revenue of $178 million, up 8% sequentially and year‑over‑year, driven by offshore and international markets. Adjusted EBITDA rose 9% to $23 million, while cash flow from operations surged 63% to $50 million, allowing the retirement of $50 million of convertible senior notes and leaving cash on hand $15 million above total debt. The Offshore Manufactured Products segment posted a $435 million backlog, the strongest since 2015, and the company issued full‑year 2026 guidance of $680‑$700 million revenue and $90‑$95 million EBITDA. Non‑cash impairments of $112 million in the Downhole Technologies segment produced a GAAP net loss of $117 million.
Viemed Healthcare Inc (VMD) Q1 2026 Earnings Call Transcript
Viemed Healthcare reported a 14.7% year‑over‑year revenue increase in Q2 2025, driven entirely by organic growth, with its core ventilation business still contributing 54% of sales. Sleep therapy patients rose 15% sequentially, making sleep the fastest‑growing segment, while the resupply...
Grail Inc (GRAL) Q1 2026 Earnings Call Transcript
GRAIL reported Q1 2026 results showing revenue of $36.2 million, a 26% year‑over‑year increase, driven by 45,000 Gallery tests sold—a 39% volume rise. The company completed a $325 million private placement and secured a pending $110 million equity investment from Samsung to accelerate...
Ocugen Inc (OCGN) Q1 2026 Earnings Call Transcript
Ocugen reported major clinical progress across its gene‑therapy pipeline, completing enrollment for the OCU400 Phase 3 Limelight trial and delivering strong 12‑month efficacy data for OCU410 in geographic atrophy and OCU410ST in Stargardt disease. The company announced a rolling Biologics License...
Devon Energy Corp (DVN) Q1 2026 Earnings Call Transcript
Devon Energy announced a merger with Cotera Energy that aims to generate $1 billion of pretax run‑rate synergies by the end of 2027. The company reported $3.1 billion of free cash flow for 2025, supporting a $2.2 billion shareholder return package and a...
Brightview Holdings Inc (BV) Q2 2026 Earnings Call Transcript
BrightView Holdings reported a solid Q2 2022, delivering $60 million adjusted EBITDA at the high end of its guidance despite lower snow revenue and rising fuel costs. Land services posted over 8% organic growth while the development segment surged 24% organically,...
Ball Corp (BALL) Q1 2026 Earnings Call Transcript
Ball Corporation reported global volume growth above its 2‑3% target, with North America, EMEA and South America each near the top of their outlook ranges. The Millersburg, Oregon facility is slated for second‑half 2026 startup, expected to unlock roughly $1.5 billion...
IPG Photonics Corp (IPGP) Q1 2026 Earnings Call Transcript
IPG Photonics reported Q1 2026 revenue of $274 million, a 17% year‑over‑year increase driven by strong materials‑processing and medical sales. Emerging growth products now account for over half of total revenue, while the company launched Crossbow, its first standalone directed‑energy...
WEYCO Group Inc (WEYS) Q1 2026 Earnings Call Transcript
Weyco Group reported a 5% decline in Q4 and full‑year net sales, falling to $76.8 million and $276 million respectively, as both wholesale and retail segments were hit by incremental tariffs and softer consumer demand. Gross margins compressed to 44.1% in Q4...
Scorpio Tankers Inc (STNG) Q1 2026 Earnings Call Transcript
Scorpio Tankers reported $152 million adjusted EBITDA in Q1 2026, bringing full‑year adjusted EBITDA to $568 million. The company transformed its balance sheet, shifting from $3.1 billion net debt in 2021 to a $309 million net cash position and $1.7 billion of total liquidity. Daily...
Leonardo DRS Inc (DRS) Q1 2026 Earnings Call Transcript
Leonardo DRS reported 13% organic revenue growth to $3.6 billion in 2025, with adjusted EBITDA up 13% to $453 million. Backlog reached $8.7 billion and book‑to‑bill stayed above 1.2, supporting 2026 revenue guidance of $3.85‑$3.95 billion. The company boosted R&D by 40% and capex...
Solventum Corp (SOLV) Q1 2026 Earnings Call Transcript
Solventum Corp reported $2.0 billion in Q1 2026 sales, posting 3.5% organic growth but a 3.7% decline on a reported basis after the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5%, a 230‑basis‑point sequential drop, while adjusted operating income...
Leidos Holdings Inc (LDOS) Q1 2026 Earnings Call Transcript
Leidos reported Q1 2026 revenue of $4.2 billion, a 3.6% decline that normalizes to roughly 4% growth after accounting for a six‑week government shutdown and an extra work week in the prior year. Full‑year 2025 revenue reached $17.2 billion, up 3.1%, with...
Entravision Communications Corp (EVC) Q1 2026 Earnings Call Transcript
Entravision Communications posted a 114% revenue surge to $197 million in Q1 2026, propelled by a 204% jump in its Advertising Technology and Services (ATS) segment. The ATS segment generated $34.3 million in operating profit, a 427% increase year‑over‑year, while the Media segment...
Haverty Furniture Companies Inc (HVT) Q1 2026 Earnings Call Transcript
Haverty Furniture reported Q4 net sales of $201.9 million, a 9.5% year‑over‑year increase, and comparable store sales rose 8.2%. Gross margin slipped to 60.4% after a $3.9 million LIFO charge, while adjusted margin reached 62.4%. Net income climbed to $8.5 million, or $0.51...
Harley-Davidson Inc (HOG) Q1 2026 Earnings Call Transcript
Harley‑Davidson reported a solid start to 2024, with North American retail sales rising 6% while global revenue slipped 3%. The company launched revamped Street Glide and Road Glide touring models and expanded its CVO lineup, generating strong dealer and consumer...
Granite Point Mortgage Trust Inc (GPMT) Q1 2026 Earnings Call Transcript
Granite Point Mortgage Trust reported a Q1 2026 GAAP net loss of $27.4 million, driven by higher credit loss provisions and a $6.8 million impairment on a Miami Beach REO asset. The loan portfolio contracted, with $469 million of repayments...
Onity Group Inc (ONIT) Q1 2026 Earnings Call Transcript
Onity Group reported adjusted pretax income of $31 million for the quarter, delivering an annualized adjusted return on equity of 25%, well above its guidance. Servicing unpaid principal balance grew by $17 billion (6% YoY) with $39 billion of net additions, while originations...
Lumentum Holdings Inc (LITE) Q3 2026 Earnings Call Transcript
Lumentum Holdings posted a record $665.5 million revenue for Q2 FY2026, up more than 65% year‑over‑year, driven by strong components sales and rapid growth in cloud transceivers, optical circuit switches (OCS) and co‑packaged optics (CPO). Non‑GAAP operating margin surged to 25.2%,...
Portillos Inc (PTLO) Q1 2026 Earnings Call Transcript
Portillo's reported Q1 2026 revenue of $185.7 million, a modest 0.6% increase driven solely by non‑comparable restaurant openings, while same‑restaurant sales slipped 3.3% as transaction counts fell. Commodity, labor and occupancy costs rose, compressing restaurant‑level adjusted EBITDA margin to 21.8% and...
Telesat Corp (TSAT) Q1 2026 Earnings Call Transcript
Telesat Corp reported 2025 revenue of $418 million and adjusted EBITDA of $213 million, but posted a $530 million net loss as the GEO segment faced goodwill impairment and the LEO Lightspeed program incurred higher capitalized labor. The company announced a three‑month delay...
Life Time Group Holdings, Inc (LTH) Q1 2026 Earnings Call Transcript
Life Time Group Holdings reported Q2 2025 revenue of $761 million, a 14% year‑over‑year increase, driven by higher membership dues, enrollment fees, and incentive revenue. Net income rose 36.5% to $72.1 million, while adjusted net income surged 60.5% to $84.1 million and adjusted EBITDA...
Bowhead Specialty Holdings Inc (BOW) Q1 2026 Earnings Call Transcript
Bowhead Specialty Holdings reported a 24% rise in gross written premiums to $862.8 million for 2025, driven primarily by a 28% surge in casualty business. Adjusted net income jumped 30% to $55.6 million, while the expense ratio slipped below 30%...
Teradata Corp (TDC) Q1 2026 Earnings Call Transcript
Teradata Corp reported Q1 2026 revenue of $444 million, a 6% year‑over‑year increase, and recurring revenue of $400 million, up 12% YoY, surpassing the top end of its guidance. Non‑GAAP operating margin expanded to 27.3% and diluted EPS rose 30% to $0.88,...
Pitney Bowes Inc (PBI) Q1 2026 Earnings Call Transcript
Pitney Bowes reported Q1 2021 revenue of $915 million, up 14% in constant currency, with adjusted EPS of $0.07 versus a GAAP loss of $0.18 driven by a $0.22 refinancing charge. Adjusted EBIT rose to $50 million, yielding a 5% margin, while...
DaVita Inc (DVA) Q1 2026 Earnings Call Transcript
DaVita reported adjusted operating income of $439 million and adjusted EPS of $2 for Q1 2026, surpassing its own guidance thanks to disciplined expense management and higher reimbursement from phosphate binders. Treatment volume fell 40 basis points year‑over‑year, prompting a revised...
Expro Group Holdings NV (XPRO) Q1 2026 Earnings Call Transcript
Expro Group reported $1.6 billion in full‑year revenue, matching guidance, and generated $303 million of adjusted EBITDA at a 22% margin, up 170 basis points year‑over‑year. Free cash flow more than doubled to $127 million, exceeding the $110‑$120 million outlook. The company closed the...
Enact Holdings Inc (ACT) Q1 2026 Earnings Call Transcript
Enova International reported a record $875 million in Q1 2026 revenue, up 17% year‑over‑year, driven by a 33% surge in total originations to $2.3 billion. Small‑business loans led the growth, expanding 42% to $1.7 billion, while consumer originations rose 10% to $559 million. Adjusted EPS...
Integra Lifesciences Holdings Corp (IART) Q1 2026 Earnings Call Transcript
Integra LifeSciences reported Q1 2026 revenue of $392 million, a 2.4% reported increase, and adjusted EPS of $0.54, surpassing guidance. Gross margin rose to 64.1% and adjusted EBITDA margin improved to 19.4%, reflecting favorable product mix, tariff benefits, and transformation...
Super Micro Computer Inc (SMCI) Q3 2026 Earnings Call Transcript
Super Micro Computer reported fiscal Q3 2026 revenue of $10.2 billion, up 123% year‑over‑year but down 19% sequentially due to component shortages and delayed customer site readiness. Non‑GAAP gross margin rebounded to 10.1%, a 58% improvement from the prior quarter, driven...
Kadant Inc (KAI) Q1 2026 Earnings Call Transcript
Kadant Inc. reported record Q4 2025 revenue of $286 million, an 11% increase driven primarily by recent acquisitions and a surge in aftermarket parts sales, which now represent 71% of total revenue. Adjusted EBITDA rose 11% to $58 million, maintaining a 20.3%...
BlackLine Inc (BL) Q1 2026 Earnings Call Transcript
BlackLine reported Q1 2026 revenue of $183 million, an 8% year‑over‑year increase, and annual recurring revenue climbing to $702 million, up nearly 10%. Platform pricing adoption accelerated, representing 11% of eligible ARR and driving 75% of new bookings. AI‑enabled Verity agents saw...
DHT Holdings Inc (DHT) Q1 2026 Earnings Call Transcript
DHT Holdings reported a cash balance of $58.7 million and total liquidity of $235 million at the end of Q1 2022, with EBITDA of $14.4 million but a net loss of $17.3 million after a $7.5 million non‑cash gain. The company maintained tight cost control, operating...
Fortrea Holdings Inc (FTRE) Q1 2026 Earnings Call Transcript
Fortrea Holdings reported Q1 2026 results with revenue of $660.5 million, a 5.2% YoY decline, while full‑year revenue rose modestly 1% to $2.72 billion. Adjusted EBITDA slipped to $54 million for the quarter but the full‑year figure of $189.9 million sits near the top...
Prudential Financial Inc (PRU) Q1 2026 Earnings Call Transcript
Prudential Financial reported a record Q1 2024, delivering $1.5 billion adjusted operating income, a 16% year‑over‑year increase. Strong net inflows boosted PGIM assets to $1.3 trillion, while retirement and individual life sales hit decade‑highs. The company returned over $700 million to shareholders and...
Southwest Gas Holdings Inc (SWX) Q1 2026 Earnings Call Transcript
Southwest Gas Holdings reported adjusted net income of $203.9 million for 2025, an 8.7% increase, and adjusted EPS of $3.65, up 19% year‑over‑year. The company set 2026 adjusted EPS guidance at $4.17‑$4.32 and raised its annual dividend 4% to $2.58 per...
VSE Corp (VSEC) Q1 2026 Earnings Call Transcript
VSE Corp announced a definitive agreement to acquire Aero 3 for $350 million in cash, a deal slated to close in Q4 2025. The acquisition adds a global wheel‑and‑brake MRO platform that generated $120 million in trailing‑twelve‑month revenue, with over 20% EBITDA margins. VSE...
Cipher Digital Inc (CIFR) Q1 2026 Earnings Call Transcript
Cipher Mining announced a full transition from Bitcoin mining to a pure‑play digital‑infrastructure and hyperscale compute provider, rebranding to reflect the new focus. The company secured two data‑center leases covering 600 MW and $9.3 billion in contracted revenue, projecting $669 million average annualized...
Knife River Corp (KNF) Q1 2026 Earnings Call Transcript
Knife River reported record third‑quarter 2025 results, posting $1.2 billion revenue and $273 million adjusted EBITDA, driving the EBITDA margin to 22.7%. The performance was powered by the integration of Strata Corporation, which boosted ready‑mix volumes by 16% and lifted aggregates pricing...
Electronic Arts Inc (EA) Q4 2026 Earnings Call Transcript
Electronic Arts reported FY2024 net bookings of $7.43 billion, a modest 1% increase year‑over‑year, while GAAP revenue rose 2% to $7.56 billion and earnings per share surged 63% to $4.68. The company highlighted record operating cash flow of $2.32 billion and free cash...
Ellington Financial Inc (EFC) Q1 2026 Earnings Call Transcript
Ellington Financial reported adjusted distributable earnings of $0.47 per share, comfortably covering its $0.39 dividend, while GAAP net income was $0.14 per share. The credit portfolio expanded 15% sequentially to $4.1 billion and the overall investment portfolio grew 9% after a...
Mistras Group Inc (MG) Q1 2026 Earnings Call Transcript
Mistras Group reported Q1 2026 revenue up 5.1% to $724 million, driven by double‑digit gains in aerospace & defense, power generation and infrastructure. Aerospace & defense labs posted a 661% revenue jump, while gross margin improved 190 basis points to 28.4%...
Jacobs Solutions Inc (J) Q2 2026 Earnings Call Transcript
Jacobs Solutions reported a 22% rise in adjusted EPS to $1.75 and a record $27 billion backlog, prompting a second raise of FY 2026 guidance. Organic net revenue grew 9% while the data‑center and AI ecosystem now accounts for roughly 10‑11% of...
UL Solutions Inc (ULS) Q1 2026 Earnings Call Transcript
UL Solutions reported a record year with total revenue of $3.1 billion, up 6.4% year‑over‑year, and adjusted EBITDA margin expanding to 25.9%, a 300‑basis‑point improvement. The company generated $403 million of free cash flow, repaid $253 million of debt, and raised its quarterly...
Bristow Group Inc (VTOL) Q1 2026 Earnings Call Transcript
Bristow Group reported adjusted EBITDA of $246 million for 2025, a 4% increase year‑over‑year, and reaffirmed its 2026 outlook with adjusted EBITDA projected between $295 million and $325 million, roughly 25% growth. Total revenue rose to $1.46 billion, and the company...
Accel Entertainment Inc (ACEL) Q1 2026 Earnings Call Transcript
Accel Entertainment reported a record Q1 2026 with revenue of $352 million, up 9% year‑over‑year, and adjusted EBITDA of $54 million, also a 9% increase. The company expanded its footprint, adding locations and terminals in Nevada after the Dynasty Games acquisition and...
PayPal Holdings Inc (PYPL) Q1 2026 Earnings Call Transcript
PayPal announced a leadership change, with Enrique Lopez becoming president and CEO on March 1, 2026, to address execution gaps rather than strategic flaws. The company reported strong growth in Venmo, BNPL and enterprise payments, each delivering double‑digit volume increases, while...
Greenfire Resources Ltd (GFR) Q1 2026 Earnings Call Transcript
Tetra Technologies reported Q1 2026 revenue of $156 million and adjusted EBITDA of $26 million, both ten‑year quarterly records when excluding the prior year’s Gulf of America Neptune benefit. Completion Fluids and Products generated $92 million, up 13% sequentially and 15% year‑over‑year, while...
Cummins Inc (CMI) Q1 2026 Earnings Call Transcript
Cummins Inc. reported $8.5 billion revenue for the quarter, a modest 1% rise, while full‑year sales slipped 1% to $33.7 billion. EBITDA reached $1.2 billion (13.5% margin) and $5.4 billion for the year, with adjusted EBITDA hitting a record $5.8 billion (17.4% margin). Power Systems...
Lindblad Expeditions Holdings Inc (LIND) Q1 2026 Earnings Call Transcript
Lindblad Expeditions reported first‑quarter 2024 revenue of $154 million, a 7% year‑over‑year increase, driven by a 20% rise in bookings and strong demand for experiential travel. The company highlighted a 35% jump in 2024 bookings after extending its partnership with National...