Axalta Coating Systems Ltd (AXTA) Q1 2026 Earnings Call Transcript
Axalta Coating Systems posted Q1 2026 net sales of $1.254 billion, a modest 1% decline year‑over‑year, while adjusted EBITDA reached $259 million with a 20.6% margin, beating internal forecasts. The company recorded a first‑quarter cash‑from‑operations high of $68 million and free cash flow of $21 million, underscoring strong cash conversion. Mobility Coatings delivered a record $452 million in sales, up 3%, offsetting weakness in North American Performance Coatings. Management reaffirmed full‑year guidance but warned that macro‑economic and geopolitical headwinds could pressure the second half of the year.
NewtekOne Inc (NEWT) Q1 2026 Earnings Call Transcript
NewtekOne reported Q1 2026 earnings with net income before taxes of $80 million, a 16.4% rise, and total revenue of $284 million, up 10.6% year‑over‑year. Diluted EPS surged 1,211% to $2.18, and the company raised its 2026 EPS guidance to $2.35 while...
Belden Inc (BDC) Q1 2026 Earnings Call Transcript
Belden Inc. reported record Q4 2025 revenue of $720 million, an 8% year‑over‑year increase, and an all‑time high adjusted EPS of $2.08. Full‑year 2025 results also set new highs with $2.7 billion in revenue (10% growth) and adjusted EPS of $7.54,...
Southern Co (SO) Q1 2026 Earnings Call Transcript
Southern Company raised its five‑year base capital plan by $13 billion to $76 billion, driven by $12 billion of state‑regulated generation projects and an $800 million wind‑repowering program. A settlement in Georgia extended the 2022 alternate rate plan, eliminating a 2025 base‑rate case and...
Acadian Asset Management Inc (AAMI) Q1 2026 Earnings Call Transcript
Acadian Asset Management reported a record $177.5 billion in assets under management, a 52% jump from the prior year, driven by strong net client cash flows and robust management fee growth. While US GAAP net income and EPS fell due to...
Emergent BioSolutions Inc (EBS) Q1 2026 Earnings Call Transcript
Emergent BioSolutions reported Q1 2024 revenue of $300 million, an 83 % year‑over‑year increase driven by strong NARCAN and medical‑countermeasure sales. Adjusted EBITDA turned positive to $67 million and adjusted net income to $31 million, reversing last year’s losses. The company secured a new...
Frontdoor Inc (FTDR) Q1 2026 Earnings Call Transcript
Frontdoor reported Q1 revenue of $426 million, up 13% year‑over‑year, driven by a 2% organic rise and an 11% boost from the 2‑10 Home Buyers Warranty acquisition. Net income climbed 9% to $37 million and adjusted EBITDA surged 41% to $100 million, while...
Monolithic Power Systems Inc (MPWR) Q1 2026 Earnings Call Transcript
Monolithic Power Systems reported record full‑year revenue of $2.8 billion, a 26.4% increase year‑over‑year, and quarterly revenue of $751.2 million, up 20.8% YoY. Management lifted its enterprise data growth outlook, setting a 50% floor for 2025, while the automotive segment surged 43%...
Kirby Corp (KEX) Q1 2026 Earnings Call Transcript
Kirby Corp reported record 2025 earnings, generating $406 million of free cash flow and returning over $100 million to shareholders through share repurchases. The company reduced debt by $130 million, lowering its debt‑to‑capital ratio to 21.4% and ending the year with $542 million of...
Matthews International Corp (MATW) Q2 2026 Earnings Call Transcript
Matthews International reported a transformed balance sheet in Q1 FY2026, achieving a leverage ratio below 3x after divesting its warehouse automation business for $225 million and selling Saueressig for $41 million. Net debt fell to $506 million, and pension liabilities were slashed to...
OneSpan Inc (OSPN) Q1 2026 Earnings Call Transcript
OneSpan reported Q2 2025 results showing a modest 2% revenue decline to $59.8 million, offset by strong subscription growth and higher profitability. Annual recurring revenue rose 8% to $178 million, boosted by the $8 million contribution from the recent Nok Labs acquisition. Adjusted EBITDA...
Lincoln Electric Holdings Inc (LECO) Q1 2026 Earnings Call Transcript
Lincoln Electric Holdings reported a record Q1 2026 with sales climbing 12% to $1.121 billion, propelled by a 10% price increase, favorable foreign‑exchange, and early benefits from its alloy‑steel acquisition. Adjusted EPS rose 16% to $2.50, while gross margin slipped 80...
Upbound Group Inc (UPBD) Q1 2026 Earnings Call Transcript
Upbound Group reported its highest ever annual revenue of $4.7 billion, an 8.7% increase, and record free cash flow of $180 million. The Bridget acquisition contributed strong momentum, adding 1.6 million paid subscribers and delivering $64.6 million in Q4 revenue. Adjusted EBITDA reached $510 million,...
Mechanics Bank (MCHB) Q1 2026 Earnings Call Transcript
Mechanics Bank (MCHB) reported a strong Q1 2026, posting a 15.6% return on average tangible common equity and $235 million of loan growth, bringing its loan pipeline above $1.2 billion. Deposits rose 5% ($363 million), outpacing loan expansion and driving a 15‑basis‑point decline...
Caterpillar Inc (CAT) Q1 2026 Earnings Call Transcript
Caterpillar reported a 5% drop in quarterly sales to $16.2 billion, driven by lower volume and weaker price realization, while its adjusted operating margin slipped to 18.3%. The company posted adjusted earnings of $5.14 per share and generated $3 billion of ME&T...
Stagwell Inc (STGW) Q1 2026 Earnings Call Transcript
Stagwell reported $711 million in revenue for the quarter, a 15% year‑over‑year increase, and net revenue of $580 million, up 8.5% with an adjusted EBITDA of $111 million representing a 19.2% margin. The company set a record $101 million in net new business, pushing...
Entegris Inc (ENTG) Q1 2026 Earnings Call Transcript
Entegris reported Q4 2025 revenue of $824 million, a 3% year‑over‑year decline but a 2% sequential increase, with gross margin and adjusted EBITDA margin at the high end of guidance. Free cash flow rose to $404 million, delivering a 12.7% margin—about 300...
CRH PLC (CRH) Q1 2026 Earnings Call Transcript
CRH plc reported a resilient first‑half 2020 performance despite a 3% drop in like‑for‑like sales. EBITDA reached $1.6 billion, a 2% increase year‑over‑year, while operating cash flow hit a record $1 billion. The group trimmed fixed costs and capital expenditures by $200 million...
Offerpad Solutions Inc (OPAD) Q1 2026 Earnings Call Transcript
Offerpad Solutions posted Q1 2026 revenue of $80 million from 263 transactions, staying within its $70‑95 million guidance. Gross margin improved to 6.9 percent, and operating expenses fell to $12.2 million, down from $16.7 million a year earlier. Adjusted EBITDA loss narrowed to $6.7 million, reflecting...
A O Smith Corp (AOS) Q1 2026 Earnings Call Transcript
A. O. Smith reported record 2025 earnings, posting EPS of $3.85—a 6% increase—driven by higher commercial water‑heater and boiler volumes and stronger water‑treatment margins. Total sales rose modestly to $3.8 billion, offset by a 12% decline in China after subsidy cuts....
Pro-Dex Inc (PDEX) Q3 2026 Earnings Call Transcript
Becton Dickinson reported Q3 fiscal 2025 revenue of $5.5 billion, up 8.5% year‑over‑year and 3% organically, while adjusted gross margin rose to 54.8% and adjusted EPS reached $3.68, beating expectations. The company announced a definitive agreement to divest its Biosciences and...
Phinia Inc (PHIN) Q1 2026 Earnings Call Transcript
Phinia Inc. reported record third‑quarter fiscal 2025 results, posting $908 million in net sales, an 8.2% year‑over‑year increase, and a record adjusted EBITDA of $133 million at a 14.6% margin. The company closed its $47 million acquisition of Swedish Electromagnet Invest (SEM) in...
Textron Inc (TXT) Q1 2026 Earnings Call Transcript
Textron reported a strong Q1 2026 with revenue of $3.7 billion, up 12% year‑over‑year, and adjusted EPS of $1.45, a 13% increase. Segment profit rose 10% to $320 million, driven by growth across its aviation, Bell and systems businesses. The company announced...
Intercontinental Exchange Inc (ICE) Q1 2026 Earnings Call Transcript
Intercontinental Exchange reported a record 2025 with adjusted EPS of $6.95, a 14% increase, and net revenues of $9.9 billion, up 6%. The company exceeded Black Knight acquisition synergies, delivering $230 million annually and raising the 2028 target to $275 million. Volume metrics...
Wayfair Inc (W) Q1 2026 Earnings Call Transcript
Wayfair reported fourth‑quarter 2025 revenue growth of 6.9% year‑over‑year, or 7.8% when excluding the Germany exit, driven by strong U.S. demand and higher average order values. Adjusted EBITDA more than doubled to $224 million, representing 6.7% of net revenue, while contribution...
Alliant Energy Corp (LNT) Q1 2026 Earnings Call Transcript
Alliant Energy reported 2025 ongoing EPS growth of $0.18, outpacing the midpoint of its guidance and extending a decade‑long 6%+ earnings trajectory. The utility raised its dividend for the 22nd straight year while confirming 2026 earnings guidance and a 7%+...
Ensign Group Inc (ENSG) Q1 2026 Earnings Call Transcript
The Ensign Group lifted its 2025 adjusted EPS guidance to $6.34‑$6.46 per share and raised revenue expectations to $4.99‑$5.02 billion, reflecting stronger‑than‑expected occupancy, skilled‑mix growth, and disciplined acquisition integration. The company added eight new operations and three real‑estate assets in Q2,...
LKQ Corp (LKQ) Q1 2026 Earnings Call Transcript
LKQ Corp reported Q1 2026 revenue of $3.3 billion, a 2.7% year‑over‑year increase, while diluted EPS fell to $0.29 due to a $52 million goodwill impairment in its Specialty segment. Adjusted diluted EPS was $0.59, and free cash flow reached $847 million for...
Select Medical Holdings Corp (SEM) Q1 2026 Earnings Call Transcript
Select Medical reported Q4 2025 revenue growth of over 6% while adjusted EBITDA fell 10% to $104.7 million, driven by an unexpected $15 million health‑insurance expense and $6 million variable discounts in outpatient rehab. The Board is evaluating a nonbinding take‑private proposal...
Tenet Healthcare Corp (THC) Q1 2026 Earnings Call Transcript
Tenet Healthcare reported Q1 2026 net operating revenues of $5.4 billion and adjusted EBITDA of $1.16 billion, delivering a 21.6% margin. USPI generated $484 million in adjusted EBITDA, up 6% year‑over‑year, while the Hospital segment contributed $678 million with a 16.7% margin. Free cash...
CCC Intelligent Solutions Holdings Inc (CCC) Q1 2026 Earnings Call Transcript
CCC Intelligent Solutions posted a stronger Q1 2026 with adjusted gross margin climbing to 19.7% and community count rising 4% to 316. Home deliveries totaled 2,013, but full‑year delivery guidance was trimmed to 9,500‑10,500 homes amid geopolitical and rate pressures....
Southside Bancshares Inc (SBSI) Q1 2026 Earnings Call Transcript
Southside Bancshares reported a 327% jump in Q1 net income to $21 million, driven by the removal of a prior restructuring loss. Net interest margin improved to 2.98% and is expected to expand further after redeeming $93 million of subordinated debt. Credit...
Kymera Therapeutics Inc (KYMR) Q1 2026 Earnings Call Transcript
Kymera Therapeutics reported Q1 2026 revenue of $2.8 million, entirely from its Gilead collaboration, and ended the quarter with $978.7 million in cash, extending its runway into the second half of 2028. The company completed enrollment and dosing for the Phase Ib atopic...
Balchem Corp (BCPC) Q1 2026 Earnings Call Transcript
Balchem Corp reported a strong Q1 2022, posting $228.9 million in net sales, a 23.3% year‑over‑year increase, and adjusted earnings per share of $1.03, up 17%. All three business segments—human nutrition, animal nutrition, and specialty products—delivered double‑digit revenue growth, driven by...
Patrick Industries Inc (PATK) Q1 2026 Earnings Call Transcript
Patrick Industries posted Q1 2026 net sales of $924 million, a 9% year‑over‑year increase, while adjusted EPS reached $0.84 despite $0.06 per share dilution from convertible notes. The company generated $246 million of free cash flow, funded $122 million of acquisitions and...
Tanger Inc (SKT) Q1 2026 Earnings Call Transcript
Tanger Inc. reported full‑year core FFO of $2.33 per share, a 9.4% increase year‑over‑year, driven by record leasing activity and solid same‑center NOI growth. Occupancy rose to 98.1% and the company leased over 3 million square feet, the highest in its...
Air Products and Chemicals Inc (APD) Q2 2026 Earnings Call Transcript
Air Products reported Q2 2026 earnings with EPS of $3.20, a 19% increase, and operating margin rising to 23.7%, up over 200 basis points. Sales grew 9% and return on capital held at 11.4%, while the company returned $800 million to...
CNX Resources Corp (CNX) Q1 2026 Earnings Call Transcript
CNX Resources outlined a front‑loaded 2026 capital plan, allocating roughly 60% of annual CapEx to the first half while maintaining a flat production outlook for the year. The Deep Utica program will complete five laterals at an average cost of...
Illinois Tool Works Inc (ITW) Q1 2026 Earnings Call Transcript
Illinois Tool Works reported Q1 2026 revenue of $4.6% growth, driven largely by currency effects and modest 0.4% organic expansion. GAAP EPS rose 12% to $2.66 and operating margin improved 60 basis points to 25.4%, helped by 120 basis points...
Darling Ingredients Inc (DAR) Q1 2026 Earnings Call Transcript
Darling Ingredients reported a strong Q1 2026, with combined adjusted EBITDA of $407 million, more than double the year‑ago quarter, driven by robust performance in its core ingredients and Diamond Green Diesel (DGD) segments. Net sales rose to $1.6 billion and gross margin...
Smurfit WestRock PLC (SW) Q1 2026 Earnings Call Transcript
WestRock reported record packaging sales in Q4 2020, with volumes up 6.9% sequentially and $4.5 billion in revenue. Adjusted free cash flow reached $630 million, enabling a $578 million reduction in net debt for the quarter and over $800 million for the full year....
Standex International Corp (SXI) Q3 2026 Earnings Call Transcript
Standex International reported Q3 2025 revenue of $207.8 million, a 17.2% year‑over‑year increase largely fueled by acquisitions that contributed 26.3% of growth. The company posted record adjusted gross margin of 42.3% and adjusted operating margin of 19.4%, reflecting strong pricing...
Park Hotels & Resorts Inc (PK) Q1 2026 Earnings Call Transcript
Park Hotels & Resorts reported a strong 2025 finish, completing over $120 million of non‑core hotel sales at a 21‑times EBITDA multiple and investing roughly $300 million in capital projects. Core portfolio RevPAR rose 3.2% in Q4 (5.7% excluding Royal Palm) while...
Crocs Inc (CROX) Q1 2026 Earnings Call Transcript
Crocs reported FY2025 enterprise revenue just over $4 billion, with the Crocs brand contributing $3.3 billion and HeyDude $715 million. International sales drove 11% year‑over‑year growth, reaching $1.6 billion, while direct‑to‑consumer (DTC) accounted for more than half of revenue and outpaced wholesale. HeyDude’s wholesale...
Merit Medical Systems Inc (MMSI) Q1 2026 Earnings Call Transcript
Merit Medical Systems reported Q1 2021 GAAP revenue of $249 million, a 2.2% year‑over‑year increase, driven mainly by a 4.9% rise in international sales and modest U.S. growth. On a constant‑currency basis the company posted 0.6% revenue growth, surpassing its prior...
Choice Hotels International Inc (CHH) Q1 2026 Earnings Call Transcript
Choice Hotels International reported full‑year adjusted EBITDA of $626 million, a 4% increase, and adjusted EPS of $6.94, both in line with guidance. The company posted strong international growth, with revenue up 37% and its room inventory expanding 13% to roughly...
Trupanion Inc (TRUP) Q1 2026 Earnings Call Transcript
Trupanion reported Q1 2026 adjusted operating income of $40.2 million, a 29% increase year‑over‑year, driven by strong subscription growth. Total revenue rose 12% to $384 million, with subscription revenue up 16% to $269.5 million, surpassing the high end of guidance....
Xerox Holdings Corp (XRX) Q1 2026 Earnings Call Transcript
Xerox Holdings reported Q1 2026 revenue of $2.03 billion, a 26% increase in actual currency but a 9% decline on a pro‑forma basis after accounting for recent acquisitions. Adjusted operating margin slipped to 5% and free cash flow fell to $184 million,...
Universal Display Corp (OLED) Q1 2026 Earnings Call Transcript
Universal Display Corp reported Q1 2021 revenue of $134 million, operating profit of $63.6 million and net income of $51.7 million, or $1.08 per diluted share. The company highlighted accelerating OLED adoption across smartphones, TVs, laptops, gaming devices and automotive interiors, with panel...
Hamilton Insurance Group Ltd (HG) Q1 2026 Earnings Call Transcript
Hamilton Insurance Group reported record Q4 2025 results, posting $577 million net income—a 44% year‑over‑year rise—and a 22% return on average equity. Gross premiums written hit $2.9 billion, up 21%, while the combined ratio improved to 92.9% overall and 87% in the...