CoreWeave Inc (CRWV) Q1 2026 Earnings Call Transcript
CoreWeave reported $5.1 billion revenue for 2025, a 168% year‑over‑year increase, and expanded its contracted backlog to $66.8 billion. The company added 260 MW of active power in Q4, reaching 850 MW across 43 data centers, and announced a 2026 capital‑expenditure plan of $30‑35 billion to double capacity. A $2 billion strategic investment from NVIDIA and $2.6 billion in convertible notes bolstered liquidity, while guidance projects $12‑13 billion revenue in 2026. Management expects all new capacity to generate revenue by year‑end, delivering strong cash‑flow visibility.
Akebia Therapeutics Inc (AKBA) Q1 2026 Earnings Call Transcript
Akebia Therapeutics reported 2025 total revenue of $236.2 million, a 47% increase year‑over‑year, driven by the commercial launch of its oral HIF‑PH inhibitor Vafseo and higher sales of the phosphate binder Auryxia. Vafseo now reaches 290,000 dialysis patients across 24 organizations,...
DNOW Inc (DNOW) Q1 2026 Earnings Call Transcript
DNOW completed its merger with MRC Global on November 6, creating a larger, diversified energy‑industrial distributor. Full‑year 2025 revenue rose 19% to $2.8 billion, driven largely by the MRC contribution, and adjusted EBITDA reached a record $209 million (7.4% of revenue). The company...
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...
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...
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...
HA Sustainable Infrastructure Capital Inc (HASI) Q1 2026 Earnings Call Transcript
HA Sustainable Infrastructure Capital reported Q1 2026 adjusted EPS of $0.77, a 20% year‑over‑year increase, and a record adjusted ROE of 15.7%. Managed assets grew 13% to $16.4 billion, while fee‑generating assets surged 130% to $1.1 billion and portfolio yield rose to...
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...
Tapestry Inc (TPR) Q3 2026 Earnings Call Transcript
Tapestry reported a 23% pro‑forma revenue increase in Q3 2026, driven by double‑digit growth across Coach, Greater China, and Europe, while operating margin expanded by 490 basis points to 76.9% gross margin. Earnings per share rose 62% to $1.66, and...
Fox Factory Holding Corp (FOXF) Q1 2026 Earnings Call Transcript
Fox Factory reported Q1 2026 net sales of $368.7 million, up 3.9% year‑over‑year and at the high end of its guidance, while adjusted EBITDA reached $35.7 million, also surpassing the top of the forecast range. Gross margin slipped to 28.9%...
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...
Installed Building Products Inc (IBP) Q1 2026 Earnings Call Transcript
Installed Building Products reported flat Q1 revenue of $748 million but delivered record profitability, posting a 19% adjusted EBITDA margin and a 35% gross margin. Heavy‑commercial sales surged 38%, offsetting a 2% decline in residential same‑branch sales. The company generated $371 million...
Ispire Technology Inc (ISPR) Q3 2026 Earnings Call Transcript
Ispire Technology reported Q3 2026 revenue of $20.3 million, a 52% drop from the prior year as it deliberately shifted away from low‑margin cannabis clients toward higher‑value nicotine customers. Gross profit fell to $3.5 million and margin slipped to 17.1%, reflecting the...
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...
Lifetime Brands Inc (LCUT) Q1 2026 Earnings Call Transcript
Lifetime Brands reported a sharp earnings rebound in 2025, with net income climbing to $18.2 million and adjusted EBITDA reaching $50.8 million despite a 5% drop in total sales. The company’s aggressive pricing response to steep China tariffs lifted gross margins 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...
Olin Corp (OLN) Q1 2026 Earnings Call Transcript
Olin Corp reported a $86 million adjusted EBITDA in Q1 2026 and guided Q2 adjusted EBITDA to $160‑200 million, reflecting a sequential earnings boost. The company highlighted $1.3 billion of liquidity after amending its credit facilities to extend covenant flexibility through late 2027....
ABF-Deal-Digest:-Parafin-Upsizes-Warehouse,-While-LibreMax-Launches-ABF-Interval-Fund
Parafin announced an upsizing of its asset‑backed finance warehouse, expanding the pool of capital available for securitisation of niche assets. At the same time, LibreMax launched an interval fund dedicated to ABF investments, offering periodic liquidity to private credit investors....
Stoneridge Inc (SRI) Q1 2026 Earnings Call Transcript
Stoneridge Inc. reported a strong 2025 performance, highlighted by MirrorEye revenue surging 69% to $111 million and record Brazil OEM sales of $26.7 million. The company divested its Control Devices segment for $59 million, using proceeds to reduce debt and simplify the balance...
Better Home & Finance Holding Co (BETR) Q1 2026 Earnings Call Transcript
Better Home & Finance Holding reported Q1 2026 net income of $11.4 million, or $1.45 per share, a 6% year‑over‑year gain. Net interest margin expanded to 4.16% as funding costs fell, pushing net interest income to a record $34.5 million. Deposits rose...
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...
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...
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...
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...
Tucows Inc (TCX) Q1 2026 Earnings Call Transcript
Tucows reported a solid Q1 2020 performance, with revenue rising 6% to $84 million and adjusted EBITDA jumping 34% to $12.7 million. The Domains segment drove growth, aided by the Ascio acquisition, while wholesale registrations increased 5% despite organic declines. Ting Mobile...
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...
Griffon Corp (GFF) Q2 2026 Earnings Call Transcript
Griffon Corp reported Q2 2026 revenue of $422 million, a modest 1% decline year‑over‑year, driven by a 6% drop in residential volume offset by a 5% price‑mix improvement. Adjusted EBITDA fell 4% to $98 million, with the EBITDA margin slipping...
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...
Sabre Corp (SABR) Q1 2026 Earnings Call Transcript
Sabre Corp reported Q1 2026 revenue of $760 million, an 8% year‑over‑year increase, with Marketplace and Airline Technology both contributing to growth. Normalized adjusted EBITDA climbed 21% to $169 million, expanding margin to 22.2%, while free cash flow turned negative $155 million because...
AvePoint Inc (AVPT) Q1 2026 Earnings Call Transcript
AvePoint reported record Q1 2026 results, delivering $117.2 million in total revenue—a 26% year‑over‑year increase that topped the high end of its guidance. SaaS revenue surged 35% to $93.4 million, representing 80% of the top line and driving ARR to $435.2 million, up...
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...
TechTarget Inc (TTGT) Q1 2026 Earnings Call Transcript
TechTarget reported Q1 2026 revenue of $106 million, a modest 2% year‑over‑year increase, while adjusted EBITDA rose 27% to $7.4 million, improving the margin to 6.9%. Growth was driven by the Brand to Demand segment, which now represents about 70% of revenue...
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...
Crinetics Pharmaceuticals Inc (CRNX) Q1 2026 Earnings Call Transcript
Crinetics reported $10.3 million net product revenue from Palsonify in Q1 2026, driven by 232 new patient enrollments and a prescriber base that grew to 263 unique physicians. Treatment‑naive patients rose to 15 % of enrollments, indicating expanding first‑line use. Reimbursement coverage...
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%...
Heritage Insurance Holdings Inc (HRTG) Q1 2026 Earnings Call Transcript
Heritage Insurance Holdings reported a strong Q1 2020, with book value per share up 9% YoY to $16.11 and gross premiums written rising 8.9% to $229.1 million. Net income increased to $7.6 million, and the net combined ratio improved to 95.2%, reflecting...
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...
Chimera Investment Corp (CIM) Q1 2026 Earnings Call Transcript
Chimera Investment Corp reported GAGA net income of $7 million ($0.08 per share) for Q1 2026, while full‑year 2025 GAAP earnings reached $144 million ($1.72 per share). The board lifted the quarterly dividend 22% to $0.45 and pledged to sustain it through 2026....
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...
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...
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...
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...
CRA International Inc (CRAI) Q1 2026 Earnings Call Transcript
CRA International reported a record third‑quarter revenue of $167.7 million, up 13.7% year‑over‑year, and achieved its highest utilization rate at 76% despite a 3.6% reduction in consultant headcount. Profitability surged, with non‑GAAP net income, EPS and EBITDA each rising over 50%,...
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...
Alta Equipment Group Inc (ALTG) Q1 2026 Earnings Call Transcript
Alta Equipment Group posted Q1 2026 revenue of $410.5 million, a 3% year‑over‑year decline driven by pull‑forward sales in Q4 and an unusually harsh winter that suppressed equipment sales and rental utilization. Adjusted EBITDA came in at $28.1 million, below internal expectations,...
Vaxart Inc (VXRT) Q1 2026 Earnings Call Transcript
Novavax reported Q1 2026 revenue of $140 million, a 79% YoY decline driven by a prior‑year non‑cash sales event. Supply sales rose 139% to $33 million, while licensing royalties and other revenue jumped 116% to $97 million. The company ended...
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...
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...