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 tangible book value climbed to $12.19 per share. Deposit activity accelerated, adding 9,000 new accounts for a total of 34,000, and business deposits grew $34 million in the quarter. The Alternative Loan Program securitization was 10‑times oversubscribed, signaling strong investor appetite for its long‑amortizing C&I loans.
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...
Sandisk Corp (SNDK) Q3 2026 Earnings Call Transcript
SanDisk Corp reported Q3 2026 revenue of $3.025 billion, a 31% sequential and 61% year‑over‑year increase that beat its $2.55‑$2.65 billion guidance. Non‑GAAP gross margin surged to 51.1% and operating margin to 37.5% as pricing strength and a $35 million non‑recurring expense benefit...
Healthcare Realty Trust Inc (HR) Q1 2026 Earnings Call Transcript
Healthcare Realty Trust reported normalized FFO of $1.61 per share and same‑store NOI growth of 4.8% for 2025, both exceeding guidance. The REIT executed 5.8 million square feet of leasing, improved tenant retention to 82%, and raised cash leasing spreads. Asset...
AMETEK Inc (AME) Q1 2026 Earnings Call Transcript
AMETEK reported record fourth‑quarter results, posting $2 billion in sales, a 13% year‑over‑year increase, and a historic backlog of $3.58 billion. Operating income rose to $523 million, driving operating margins to 26.2% (core 27.6%) and EBITDA to $618 million with a 30.9% margin. Free...
Boston Beer Company Inc (SAM) Q1 2026 Earnings Call Transcript
Boston Beer reported 2025 depletions down 4% and revenue falling 2.4%, yet EPS rose 4.7% to $9.89 and gross margin expanded 410 basis points to 48.5%. Free cash flow hit $216 million and the company repurchased $200 million of shares. Management forecast...
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...
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...
Cullen/Frost Bankers Inc (CFR) Q1 2026 Earnings Call Transcript
Cullen/Frost Bankers posted net income of $172.7 million, a 19.2% year‑over‑year increase, driven by robust loan and deposit growth. Average loans rose 6.8% to $21.5 billion and deposits climbed 3.3% to $42.1 billion, while net interest margin edged up to 3.69%. The...
Finwise Bancorp (FINW) Q1 2026 Earnings Call Transcript
FinWise Bancorp reported Q1 2026 net income of $3.9 million, a 26 % year‑over‑year rise, driven by $1.6 billion in loan originations that exceeded guidance. Credit‑enhanced loan balances grew to $118 million, lifting net interest margin to 11.42 % and non‑interest income to $22.3 million. The...
Laureate Education Inc (LAUR) Q1 2026 Earnings Call Transcript
Laureate Education reported a record full‑year revenue of $1.702 billion, up 9% year‑over‑year, and adjusted EBITDA of $519 million, delivering a historic 30.5% margin. The company returned $217 million to shareholders via stock repurchases and ended the year with a modest net cash...
ATI Inc (ATI) Q1 2026 Earnings Call Transcript
Aluminum Corp. (ATI) posted its strongest full‑year revenue since 2012, reaching $4.6 billion and delivering a 5% year‑over‑year increase driven by aerospace and defense demand. Adjusted EBITDA rose 18% to $859 million, with a 19.7% margin—up 180 basis points—highlighting successful margin expansion....
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...
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...
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...
Mohawk Industries Inc (MHK) Q1 2026 Earnings Call Transcript
Mohawk Industries reported Q1 2026 net sales of $2.7 billion, up 2.4% on a reported basis but down 3.3% in constant currency, reflecting mixed global demand. Adjusted earnings per share rose 3% to $2.00, driven by productivity gains, restructuring savings and...
Escalade Inc (ESCA) Q1 2026 Earnings Call Transcript
Escalade Inc. (ESCA) posted first‑quarter 2026 diluted earnings of $1.30 per share, marginally down from the prior quarter and flat year‑over‑year. Net interest income held steady at $166 million, with the net interest margin expanding two basis points to 4.28%. The...
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...
ABF-Deal-Digest:-Chicago-Atlantic-in-NAV-Backed-Deal-While-GB-Bank-Supports-4Syte
Chicago Atlantic announced a NAV‑backed financing structure aimed at raising up to $1 billion for a new emerging‑markets fund, marking its first foray into that region. The deal leverages asset‑backed securitisation to convert the fund’s net asset value into liquidity for...
APi Group Corp (APG) Q1 2026 Earnings Call Transcript
APi Group reported Q1 2026 net revenue of $2.12 billion, a 13.8% year‑over‑year increase driven by 11.1% organic growth in its inspection, service and monitoring (ISM) businesses. Adjusted EBITDA rose 21.9% to deliver a 13.9% margin, up 90 basis points, while...
Minerals Technologies Inc (MTX) Q1 2026 Earnings Call Transcript
Minerals Technologies reported Q3 2025 revenue of $532 million, a modest 1% increase both sequentially and year‑over‑year, while delivering a record EPS of $1.55 and an operating margin of 14.7%. The company highlighted strong growth in pet care, oil purification...
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...
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...
Arcosa Inc (ACA) Q1 2026 Earnings Call Transcript
Arcosa Inc. posted record 2025 results, delivering $2.9 billion in revenue—a 12% increase—and adjusted EBITDA of $583 million, lifting the margin to 20.2%. The company announced a definitive agreement to sell its barge business for $450 million in cash, slated to close in...
TechnipFMC PLC (FTI) Q1 2026 Earnings Call Transcript
TechnipFMC reported Q1 2026 revenue of $2.5 billion and adjusted EBITDA of $453 million, delivering an 18.2% margin after excluding foreign‑exchange gains. Subsea drove most of the growth, posting $2.2 billion in revenue, a 20% EBITDA margin and a $30 billion two‑year pipeline, while...
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...
Organon & Co (OGN) Q1 2026 Earnings Call Transcript
Organon reported flat 2025 revenue of $6.2 billion and adjusted EBITDA of $1.9 billion, both reflecting a 3% decline year‑over‑year. The company highlighted a $390 million net cash inflow from the Jada system divestiture, earmarked for debt reduction to bring net leverage below...
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...
Warrior Met Coal Inc (HCC) Q1 2026 Earnings Call Transcript
Warrior Met Coal reported Q1 2026 results highlighted by the completion of the Blue Creek mine ahead of schedule and without incurring debt, delivering over $1 billion in capital spend. Record sales of 3 million short tons and production of 3.5 million short...
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...
ACCO Brands Corp (ACCO) Q1 2026 Earnings Call Transcript
ACCO Brands reported a 4% decline in fourth‑quarter revenue and an 8% drop in comparable sales, with gross margin falling 110 basis points to 33.6% amid weaker volumes and adverse product mix. The company delivered $35 million in cost‑reduction savings, moving...
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....
Encompass Health Corp (EHC) Q1 2026 Earnings Call Transcript
Encompass Health reported a strong Q1 2019, with consolidated revenue up 7.5% to $1.124 billion and adjusted EBITDA rising 8.8% to $242.9 million, delivering $1.04 earnings per share. The company announced a definitive agreement to acquire Alacare Home Health and Hospice, adding 46...
Sinclair Inc (SBGI) Q1 2026 Earnings Call Transcript
Sinclair Inc. reported Q1 2026 revenue of $836 million, a drop from $1.0 billion driven primarily by a steep decline in political advertising. Core advertising rebounded 14% year‑over‑year, boosted by live‑sports demand and the Digital Remedy acquisition. Management highlighted early signs...
Scottish Friendly Records Highest Sales in 164-Year History
Scottish Friendly posted record overall sales of £56.1 m (≈ $71.8 m) for 2025, the highest in its 164‑year history. Core ISA products surged 60% year‑on‑year, while £23 m (≈ $29.4 m) was returned to members, including £4.9 m via its ProfitShare scheme. Assets under management climbed...
American Airlines Cuts Airbus A321XLR Order, Sells $1 Billion In Bonds For Over 30 New Planes
American Airlines reduced its Airbus A321XLR order from 50 to 40 jets while raising $1.14 billion through aircraft‑backed bonds to fund 17 new aircraft, refinance loans on 15 others, and shore up liquidity. The bond issuance ties repayment to the new...
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Revenue Deficit: Definition, Example, and How It's Calculated
A revenue deficit arises when actual earnings fall below budgeted projections, highlighting a shortfall between projected revenue receipts and real inflows. Unlike a fiscal deficit, which includes capital spending, a revenue deficit focuses solely on operating income. The gap can...
In Chiesi’s Biggest M&A Deal yet, Pharma Buys HAE Company KalVista
Italian pharmaceutical group Chiesi announced the acquisition of U.S. biotech KalVista for approximately $1.5 billion in cash, marking its largest M&A transaction to date. KalVista, a specialist in hereditary angioedema (HAE), brings a late‑stage monoclonal‑antibody program and a pipeline of complement‑targeted...
Renasant Corporation (RNST) Q1 2026 Earnings Call Transcript
Renasid Corporation reported first‑quarter 2026 earnings of $0.93 per share, beating analysts by $0.09. Revenue reached $278.7 million, a 60.3% year‑over‑year increase and $2.99 million above expectations. The results were driven by robust loan growth and favorable interest‑rate dynamics. Management highlighted disciplined...
Comerica Bank Acquires 26,436 Shares of SiteOne Landscape Supply, Inc. $SITE
Comerica Bank increased its stake in SiteOne Landscape Supply (NYSE:SITE) by 24.4% in Q4, adding 26,436 shares to a total of 134,716 shares, representing about 0.30% of the company and valued at roughly $16.78 million. The move follows sizable purchases by...
Everest Reports First Quarter 2026 Results
Everest Group posted a strong first‑quarter 2026, delivering $653 million net income, or $16.21 per share, more than triple the prior‑year figure. Gross written premium slipped 18.5% to $3.6 billion, yet the combined ratio improved to 91.2%, reflecting disciplined underwriting. Investment income...
#58874
Two Harbors Investment Corp shareholders will vote on May 19, 2026 to approve an amended merger with a CrossCountry Mortgage subsidiary. If the deal closes, each TWO common share converts to a cash entitlement of $11.30, up from the previously announced $10.80....