Hyster-Yale Inc (HY) Q1 2026 Earnings Call Transcript
Hyster‑Yale reported Q1 2026 bookings up 42% sequentially and 35% year‑over‑year to $540 million, while revenue slipped to $923 million and the company posted a $16 million adjusted operating loss. Operating cash flow improved to $57 million thanks to tighter inventory management. Tariff expenses remained a major headwind, costing $40 million this quarter and $100 million for the full year. Management highlighted a strategic realignment (VERA) and restructuring that aim to deliver $85‑$100 million of annual savings by 2028.
Enpro Inc (NPO) Q1 2026 Earnings Call Transcript
EnPro Industries reported fiscal 2025 sales of $1.14 billion, a 9% year‑over‑year increase, driven by strong aerospace, food‑biopharma, and semiconductor demand. Both Sealing Technologies and Advanced Surface Technologies posted double‑digit revenue growth, with Sealing Technologies EBITDA margin expanding to 32.8%. The...
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...
AudioCodes Ltd (AUDC) Q1 2026 Earnings Call Transcript
AudioCodes reported Q1 2021 revenue of $58.8 million, a 13.1% year‑over‑year increase, driven by strong growth in services, Microsoft‑related solutions, and Conversational AI. GAAP net income rose to $10 million, while non‑GAAP operating margin reached 22.4%, surpassing internal targets. The company highlighted...
Eve Holding Inc (EVEX) Q1 2026 Earnings Call Transcript
Expand Energy Corp (EVEX) reported $1.7 billion of free cash flow in Q1 2026, using the cash to repay $1.3 billion of gross debt and return over $290 million to shareholders. Operational uptime remained strong, with Appalachia assets at 98% despite Winter Storm...
PennyMac Financial Services Inc (PFSI) Q1 2026 Earnings Call Transcript
PennyMac Financial Services reported Q2 2025 net income of $136 million, or $2.54 per share, delivering an annualized ROE of 14%. Origination volume surged 31% to $38 billion in unpaid principal balance, while locked volume rose 26% to $43 billion. The company highlighted over...
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,...
Alphatec Holdings Inc (ATEC) Q1 2026 Earnings Call Transcript
Alphatec Holdings reported Q1 2026 revenue of $192 million, up 14% year‑over‑year, with surgical revenue climbing 17% but falling short of internal targets due to weaker EOS segment performance. Case volume rose 21% and new surgeon users increased 23%, underscoring strong...
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...
Public Service Enterprise Group Inc (PEG) Q1 2026 Earnings Call Transcript
Public Service Enterprise Group (PEG) posted first‑quarter 2026 net income of $1.48 per share and non‑GAAP operating earnings of $1.55 per share, both up year‑over‑year. The utility invested roughly $800 million in the quarter, staying on track for a $4.2 billion full‑year...
Navigating-MFS's-Downfall:-a-Resiliency-Test-for-ABF
The recent collapse of MFS, a major player in structured private credit, has exposed vulnerabilities across the asset‑backed finance (ABF) ecosystem. Market participants are scrambling to assess liquidity gaps, counterparty exposures, and the adequacy of legal safeguards. Gabriel Yomi Dabiri...
Sotera Health Co (SHC) Q1 2026 Earnings Call Transcript
Sotera Health reported Q2 2025 revenue of $294 million, up 6.4% year‑over‑year, and adjusted EBITDA of $151 million, a 9.8% increase, pushing the adjusted EBITDA margin to 51.2%. Growth was led by Sterigenics, which posted a 10.5% revenue rise, and...
Saratoga Investment Corp (SAR) Q4 2026 Earnings Call Transcript
Saratoga Investment Corp reported a strong Q4 2022, with assets under management climbing to $818 million, a 24% quarter‑over‑quarter increase and 47% year‑over‑year growth. Adjusted net interest income rose 10% to $6.4 million, while NAV per share reached a record $29.33, reflecting...
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...
International General Insurance Holdings Ltd (IGIC) Q1 2026 Earnings Call Transcript
International General Insurance Holdings (IGIC) posted solid Q3 2025 results, delivering $33.5 million net income for the quarter and $94.9 million for the first nine months, while returning nearly $100 million to shareholders through dividends and buybacks. The company’s S&P rating...
TrueBlue Inc (TBI) Q1 2026 Earnings Call Transcript
TrueBlue Inc. posted Q1 2026 revenue of $418 million, an 8% year‑over‑year increase driven by 5% organic growth and a 3‑point boost from the HSB healthcare acquisition. Gross margin contracted to 21.5% from 26.6% as workers’ compensation reserve benefits normalized and...
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...
Manitowoc Company Inc (MTW) Q1 2026 Earnings Call Transcript
Manitowoc reported a record $803 million fourth‑quarter order intake, up 56% YoY, and a 22% rise in year‑end backlog to $794 million. Net sales grew 14% to $677 million, while adjusted EBITDA reached $40 million after mitigating roughly 85% of tariff pressure. Free cash...
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%,...
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...
Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript
MicroStrategy reported Q1 2024 results, highlighting a continued shift to cloud‑based subscriptions and aggressive Bitcoin accumulation. Subscription services revenue rose 22% to $23 million, while on‑prem license revenue dropped 26%, reflecting the transition to a recurring model. The company purchased 25,128...
Global Indemnity Group LLC (GBLI) Q1 2026 Earnings Call Transcript
Global Indemnity Group reported a sub‑90% accident‑quarter combined ratio of 89.3%, delivering an $11 million underwriting profit and marking the first such improvement in years. Premium growth was uneven, with core Belmont up 9% driven by a 77% surge in assumed...
Skyworks Solutions Inc (SWKS) Q2 2026 Earnings Call Transcript
Skyworks Solutions reported Q2 2026 revenue of $944 million and EPS of $1.15, both beating the top of guidance. Mobile accounted for 58% of sales while broad markets grew 10% YoY, driven by Wi‑Fi, data‑center and automotive segments. The company...
InnovAge Holding Corp (INNV) Q3 2026 Earnings Call Transcript
InnovAge Holding Corp. posted Q3 2026 revenue of $239.7 million, up 14.7% year‑over‑year, and achieved an adjusted EBITDA margin of 9.2%, meeting its intermediate‑term target for the first time. Net income turned positive at $11.8 million, while adjusted EBITDA rose...
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%...
Oaktree Specialty Lending Corp (OCSL) Q2 2026 Earnings Call Transcript
Oaktree Specialty Lending Corp reported adjusted net investment income of $36.1 million, up modestly quarter‑over‑quarter, while fully covering its $0.40 per share dividend. New funded investments surged 42% to $314 million, expanding the portfolio to $2.95 billion with 85% in first‑lien senior secured...
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...
Solid Power Inc (SLDP) Q1 2026 Earnings Call Transcript
Solid Power reported Q1 2026 revenue of $3.1 million, primarily from milestone payments tied to its SK On partnership and a DOE grant. Operating expenses fell to $29.4 million, yielding an operating loss of $26.3 million and a net loss of $13 million, or $0.06...
Global Industrial Co (GIC) Q1 2026 Earnings Call Transcript
Global Industrial reported Q2 2025 revenue of $358.9 million, up 3.2% year‑over‑year, and posted a record gross margin of 37.1%, a 190‑basis‑point improvement. Operating income reached $33.5 million, lifting the operating margin to 9.3% and generating $31.8 million of cash flow. Growth was...
IDEXX Laboratories Inc (IDXX) Q1 2026 Earnings Call Transcript
IDEXX Laboratories reported Q4 2025 revenue of $943 million, a 14% rise on a reported basis and 12% organic growth, driven by strong CAG Diagnostics recurring revenue and a 42% surge in premium instrument placements. EPS jumped 17% year‑over‑year to...
SSR Mining Inc (SSRM) Q1 2026 Earnings Call Transcript
SSR Mining announced a definitive agreement to sell the Çöpler mine for $1.5 billion in cash, with closing expected before the end of Q3 2026. The company ended Q1 debt‑free, holding $634 million in cash and $1.1 billion in total liquidity after generating...
Abrdn Emerging Markets Dividend Active ETF Q1 2026 Commentary
The abrdn Emerging Markets Dividend Active ETF posted a 3.19% gain in Q1 2026, outperforming its benchmark, which slipped 0.10%. Strong contributions came from Brazil’s Petrobras and Prio, helped by rising oil prices, while HDFC Bank weighed on returns. Management...
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...
Fuel Tech Inc (FTEK) Q1 2026 Earnings Call Transcript
Fuel Tech Inc. posted its strongest annual revenue since 2018, reaching $26.7 million, a 6% increase driven by a 28% jump in its FUEL CHEM segment and solid Q4 growth across both operating units. The company secured $8.8 million of new APC awards,...
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...
Alight Inc (ALIT) Q1 2026 Earnings Call Transcript
Alight Inc. posted Q1 2026 revenue of $534 million, a 3% decline year‑over‑year but ahead of internal forecasts, while project revenue jumped 29% to $36 million, underscoring its volatility. Adjusted EBITDA fell to $104 million with a near‑20% margin, and free cash flow...
Qorvo Inc (QRVO) Q4 2026 Earnings Call Transcript
Qorvo reported fiscal Q4 2026 revenue of about $800 million, non‑GAAP gross margin of 48‑49% and diluted EPS of $1.20, meeting guidance. Management emphasized a $300 million year‑over‑year decline in Android revenue as the company exits low‑margin mass‑tier segments, while targeting roughly...
Ferroglobe PLC (GSM) Q1 2026 Earnings Call Transcript
Ferroglobe PLC posted Q1 2026 revenue of $329 million, a 6% sequential rise, driven by strong silicon‑based and manganese‑based alloy volumes and a 13% jump in shipments to 165,000 tons. The company benefited from newly‑implemented EU safeguards and U.S. antidumping duties, which...
Supernus Pharmaceuticals Inc (SUPN) Q1 2026 Earnings Call Transcript
Supernus Pharmaceuticals announced FDA approval of Qelbree, a non‑controlled ADHD medication for children aged 6‑17, with a U.S. launch planned for the second quarter of 2021. The company reported first‑quarter revenue of $130.9 million, a 38% year‑over‑year increase, driven by growth...
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...
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...
Chemours Co (CC) Q1 2026 Earnings Call Transcript
The Chemours Company announced $300 million net proceeds from the sale of its Kuan Yin site, earmarked for debt reduction and lowering net leverage below three times EBITDA. The firm guided 2026 consolidated net sales growth of 3‑5% and adjusted EBITDA...
International Flavors & Fragrances Inc (IFF) Q1 2026 Earnings Call Transcript
International Flavors & Fragrances (IFF) posted Q4 2025 revenue of $2.6 billion, a modest 1% year‑over‑year increase, while EBITDA rose 7% to $437 million, lifting the margin to 16.9%. The Taste, Scent and Health & Biosciences segments all delivered sales growth, whereas...
United Fire Group Inc (UFCS) Q1 2026 Earnings Call Transcript
United Fire Group reported record 2025 results, posting $67 million underwriting profit, $98 million investment income, and $1.3 billion net written premium, while the combined ratio fell to 94.8%. Return on equity climbed to 13.7%, the highest in two decades, and the board...