President Allots B1bn for New Flour Mill
President Bakery, a SET‑listed Thai bakery group, will invest roughly 1 billion baht (about $28 million) to build a new flour mill in Bang Pakong, Chachoengsao. Construction begins mid‑2026 and the plant, with a 250‑tonne‑per‑day capacity, should be operational by 2028. Despite a 20% rise in construction costs from the Middle East conflict, the project proceeds to tighten flour quality, secure cheaper wheat, and offset higher input costs. The company also pledges to keep retail prices unchanged while expanding its EV fleet to 100 trucks and spending $0.84 million on solar panels.
As FPIs Continue to Sell, Outflows Likely to Rise Before Inflows Revive
Foreign portfolio investors (FPIs) dumped roughly $6.0 billion of Indian equities in the first half of April, with the financial‑services sector absorbing the bulk of $2.3 billion in outflows. Overall foreign inflows this fortnight were only $161 million, the weakest level since January 2025,...
Live Oak Bancshares Inc (LOB) Q1 2026 Earnings Call Transcript
Live Oak Bancshares posted Q2 2025 earnings per share of $0.51, a rise from the prior quarter, supported by a 22% jump in core operating leverage and lower provision expenses. Revenue grew 10% quarter‑over‑quarter and 20% year‑over‑year, driven by net...
Reliance Inc (RS) Q1 2026 Earnings Call Transcript
Reliance Inc reported a record 4% year‑over‑year increase in tons sold, outpacing the metals service‑center industry by 7 percentage points. Non‑GAAP earnings per diluted share rose 17.5% sequentially to $4.43, while the FIFO gross profit margin ticked up to 30.6%....
Taylor Morrison Home Corp (TMHC) Q1 2026 Earnings Call Transcript
Taylor Morrison reported 2025 full‑year results with 12,997 homes delivered, generating roughly $7.8 billion in revenue and a 22.5% gross margin, outperforming most peers. The company reduced spec inventory by 24% year‑over‑year and shifted sales mix toward higher‑margin to‑be‑built homes, while...
Healthcare Services Group Inc (HCSG) Q1 2026 Earnings Call Transcript
Healthcare Services Group reported Q1 revenue of $407.8 million and net income of $24.7 million, delivering earnings of $0.33 per share. Direct costs fell to 82.6% of revenue, improving segment margins to 13.1% and 10.4% while SG&A stayed under 10%. The board...
Meritage Homes Corp (MTH) Q1 2026 Earnings Call Transcript
Meritage Homes reported third‑quarter 2025 results showing a 12% drop in home‑closing revenue to $1.4 billion, driven by lower volume and a 5% decline in average selling price. GAAP diluted EPS fell 48% to $1.39, while adjusted EPS met guidance at...
Rollins Inc (ROL) Q1 2026 Earnings Call Transcript
Rollins Inc. reported a 12.1% year‑over‑year revenue increase in Q1 2026, driven by double‑digit growth across residential, commercial, and termite services and 7.3% organic expansion. Adjusted EBITDA rose to $231 million, delivering a 23% margin, while operating cash flow jumped 21%...
Amerisafe Inc (AMSF) Q1 2026 Earnings Call Transcript
Amerisafe Inc. posted a 20.5% return on average equity and a 90.6% combined ratio for the quarter, underscoring strong underwriting profitability. Voluntary premiums surged 10.6% while gross written premiums rose 7.2% to $80.3 million, driving a 6.2% increase in net earned...
First Community Corp (South Carolina) (FCCO) Q1 2026 Earnings Call Transcript
United Community Banks reported $84 million net income and $0.69 EPS for Q1 2026, driven by 4.5% annualized loan growth and a three‑basis‑point rise in net interest margin to 3.65%. Deposits rose 4% as funding costs fell, while credit quality remained strong....
Masco Corp (MAS) Q1 2026 Earnings Call Transcript
Masco Corp reported Q1 2026 net sales down 2% (3% in local currency) with operating profit of $259 million and a 14.4% margin, while adjusted EPS was $0.82. The plumbing segment posted a 3% sales increase and a 16.3% margin, offset...
Old Second Bancorp Inc (OSBC) Q1 2026 Earnings Call Transcript
Old Second Bancorp reported Q1 2026 net income of $31.3 million, or $2.53 per share, while noting a $3.4 million interest‑income reversal that pulled net interest margin down to 3.57%. The bank reduced exposure to a troubled nine‑loan relationship by...
Stewart Information Services Corp (STC) Q1 2026 Earnings Call Transcript
Stewart Information Services reported Q4 2025 results on Feb. 4, 2026, posting $791 million in revenue, a 20% sequential increase, and GAAP net income of $36 million. Adjusted earnings surged 46% year‑over‑year to $1.65 per share, driven by strong commercial growth and higher fees...
RLI Corp (RLI) Q1 2026 Earnings Call Transcript
RLI Corp posted Q1 2026 operating earnings of $0.94 per share and GAAP earnings of $0.99, driven by stronger underwriting, lower storm activity and higher investment income. The combined ratio improved to 82.6, and the company celebrated its 30th consecutive...
Hexcel Corp (HXL) Q1 2026 Earnings Call Transcript
Hexcel Corp reported Q1 2026 net sales of $346.6 million, up 4.6% year‑over‑year, driven by a $22 million contribution from the UW Solutions acquisition and growth in Services. Adjusted EBITDA margin slipped to 9.9% as higher aluminum costs and tariff expenses...
Oceaneering International Inc (OII) Q1 2026 Earnings Call Transcript
Oceaneering International posted its most profitable quarter in nearly a decade, generating $743 million in revenue (up 9 percent) and $111 million in adjusted EBITDA, the strongest since 2015. Segment performance was broad‑based, with Subsea Robotics maintaining a 36 percent EBITDA margin, Manufactured Products...
ICMA Responds to Eurosystem Consultation on Appia Roadmap
On 22 April 2026, the International Capital Market Association (ICMA) submitted its response to the Eurosystem’s consultation on the Appia roadmap, which seeks to build a European tokenised financial ecosystem. ICMA, representing issuers, banks, investors and service providers, welcomed the opportunity to...
United Rentals Inc (URI) Q1 2026 Earnings Call Transcript
United Rentals reported a record $4.2 billion total revenue for Q1 2026, driven by a 4.6% rise in rental revenue to $3.6 billion and modest fleet productivity gains. Adjusted EBITDA reached $1.9 billion with a 45.2% margin, though margin compression reflected higher delivery...
Packaging Corp of America (PKG) Q1 2026 Earnings Call Transcript
Packaging Corporation of America reported a fourth‑quarter revenue increase to $2.4 billion and EBITDA of $486 million, driven by strong packaging margins. Core earnings fell slightly because of higher operating costs, reduced legacy mill volumes, and a $0.05 per share loss from...
Globe Life Inc (GL) Q1 2026 Earnings Call Transcript
Globe Life reported first‑quarter net operating income of $259 million, a 10% rise that delivered $3.07 earnings per share, slightly beating internal forecasts. Book value per share excluding AOCI climbed 11% to $87.92, while GAAP return on equity hit 19% and...
NVR Inc (NVR) Q1 2026 Earnings Call Transcript
NRC Health reported Q4 2025 revenue of $35.2 million, a 5% year‑over‑year decline but a modest 2% sequential gain, while total recurring contract value (TRCV) rose 8% YoY to $144.1 million, marking the fifth straight quarter of sequential growth. Adjusted EBITDA reached...
Bankwell Financial Group Inc (BWFG) Q1 2026 Earnings Call Transcript
Bankwell Financial Group posted Q1 2026 GAAP net income of $9.1 million, or $1.15 per share, boosted by a one‑time tax adjustment. Net interest income rose to $26.9 million as deposit costs fell, while non‑interest income jumped 35% to $3.4...
Pathward Financial Inc (CASH) Q2 2026 Earnings Call Transcript
Pathward Financial reported a 17% jump in net income to $35.2 million and a 28% rise in EPS to $1.57 for Q2 2026. Adjusted net interest margin improved to 5.49%, while total loans increased to $5 billion, led by commercial finance growth. Management...
Kaiser Aluminum Corp (KALU) Q1 2026 Earnings Call Transcript
Kaiser Aluminum reported full‑year 2024 net sales just over $3 billion, with conversion revenue slipping 1% to $1.46 billion amid modest shipment declines. Adjusted operating income was $100 million and adjusted EBITDA rose to $217 million, representing a 14.9% margin and a 60‑basis‑point improvement....
Banner Corp (BANR) Q1 2026 Earnings Call Transcript
Banner Corp posted Q1 2026 net profit of $45.5 million, or $1.31 per diluted share, up from the prior year and quarter, and pretax pre‑provision core earnings of $62 million. Core operating revenue increased to $163 million and loan outstandings grew 9% annualized,...
Graco Inc (GGG) Q1 2026 Earnings Call Transcript
Graco reported $593 million in net sales for the quarter, an 8% increase driven by 4% acquisition growth, 2% currency translation, and 2% organic sales. Adjusted non‑GAAP earnings rose 10% to $0.77 per share, while reported net earnings jumped 22%...
Liberty Energy Inc (LBRT) Q1 2026 Earnings Call Transcript
Liberty Energy reported Q1 2026 revenue of $1 billion, a 7% sequential increase, and adjusted EBITDA of $181 million, up 8% from the prior quarter. Net income surged to $71 million, while net debt declined by $46 million, leaving $276 million in total liquidity after...
KKR Real Estate Finance Trust Inc (KREF) Q1 2026 Earnings Call Transcript
KKR Real Estate Finance Trust reported a GAAP net loss of $10.6 million for Q1 2025, while generating $17 million in distributable earnings that supported its $0.25 per share dividend. Liquidity stood above $700 million, with no corporate debt maturities...
Kinder Morgan Inc (KMI) Q1 2026 Earnings Call Transcript
Kinder Morgan reported a robust first‑quarter 2026, with adjusted EPS jumping 41% and adjusted EBITDA rising 18% year‑over‑year, driven by record natural‑gas pipeline utilization and higher gathering volumes. The company announced a $500 million acquisition of the Monument pipeline, expanding its...
Fulton Financial Corp (FULT) Q1 2026 Earnings Call Transcript
Fulton Financial Corp posted a record operating earnings per share of $2.16 for 2025, driven by strong deposit growth and diversified noninterest income. Customer deposits rose $449 million, buoyed by a 25% surge in consumer demand‑deposit openings, while noninterest income reached...
Boston Scientific Corp (BSX) Q1 2026 Earnings Call Transcript
Boston Scientific reported $20.74 billion in full‑year 2025 operational revenue, a 19% increase, and adjusted EPS of $3.06, up 22% versus guidance. Organic growth hit 15.8% for the year, driven by double‑digit expansion in electrophysiology (73% organic) and the WATCHMAN franchise...
CSX Corp (CSX) Q1 2026 Earnings Call Transcript
CSX Corp reported first‑quarter 2026 revenue up 2% on 3% volume growth, driven by pricing gains and higher fuel recovery despite a modest business‑mix drag. Operating expenses fell 6% after more than $100 million in efficiency savings, lifting operating income 20%...
New Oriental Education & Technology Group Inc (EDU) Q3 2026 Earnings Call Transcript
TAL Education Group reported fiscal Q3 2026 revenue of $861.4 million, a 39.1% year‑over‑year increase, driven by strong enrollment in its Peiyou enrichment programs and expanding learning‑device sales. Gross profit rose 40.8% to $491 million, lifting gross margin to 57.0%,...
Colony Bankcorp Inc (CBAN) Q1 2026 Earnings Call Transcript
Colony Bankcorp reported a strong Q1 2026 performance, highlighted by a 15‑basis‑point lift in net interest margin to 3.32% and a $675,000 rise in operating net income. The recent TC Federal merger boosted net interest income by $3.2 million and helped...
Boeing Co (BA) Q1 2026 Earnings Call Transcript
Boeing reported Q1 2024 revenue of $16.6 billion, an 8% decline, and a core loss of $1.13 per share as 737 deliveries slowed below 38 units per month. The company launched a 90‑day quality action plan after the Alaska Airlines incident,...
Churchill Downs Inc (CHDN) Q1 2026 Earnings Call Transcript
Churchill Downs reported record 2025 financial results, posting its highest ever net revenue and adjusted EBITDA, driven by strong Kentucky Derby wagering and growth in its Historical Racing Machine (HRM) portfolio. Free cash flow reached $700 million and the company returned...
Univest Financial Corp (UVSP) Q1 2026 Earnings Call Transcript
Univest Financial Corp reported first‑quarter 2026 earnings of $22.4 million net income, or $0.77 per share, while net interest margin rose to 3.09% from 2.88%. Deposit balances fell $100.8 million due to seasonal public‑fund outflows, and net loan growth was modest at...
WEX Inc (WEX) Q1 2026 Earnings Call Transcript
WEX reported Q1 2026 revenue of $659.6 million, a 2.1% year‑over‑year decline, while adjusted EPS rose to $3.95, up 1% (8% excluding fuel and FX effects). The Benefits segment led growth with an 8.5% revenue increase, fueled by 6% SaaS...
Knight-Swift Transportation Holdings Inc (KNX) Q1 2026 Earnings Call Transcript
Knight‑Swift reported a GAAP loss of $0.04 per share in Q1 2026, driven primarily by a $52.9 million non‑cash impairment tied to the integration of the Abilene Motor Express brand into Swift. Adjusted earnings slipped to $0.31 per share as both...
Cathay General Bancorp (CATY) Q1 2026 Earnings Call Transcript
Cathay General Bancorp reported first‑quarter net income of $62 million, a 5% year‑over‑year increase, and earnings per share of $0.83. Net interest margin rose 18 basis points to 2.99%, while pre‑provision net revenue grew 11.5% to $106 million. Non‑broker deposits surged $1.4 billion...
Travel + Leisure Co (TNL) Q1 2026 Earnings Call Transcript
Travel + Leisure Co reported Q1 2026 revenue of $1.02 billion, up 3% year‑over‑year, driven primarily by a 6% surge in its Vacation Ownership segment. Adjusted EBITDA rose 2% to $250 million, maintaining a 25% margin, while adjusted EPS increased 9% to...
Enterprise Financial Services Corp (EFSC) Q1 2026 Earnings Call Transcript
Enterprise Financial Services Corp reported diluted EPS of $1.45 for Q1 2026, up from $1.19 sequentially and $1.28 year‑over‑year. Net interest income rose to $168 million and net interest margin improved to 4.26%, driven by a recent branch acquisition that also added...
Goosehead Insurance Inc (GSHD) Q1 2026 Earnings Call Transcript
Goosehead Insurance reported Q1 2026 revenue of $93.1 million, up 23% year‑over‑year, and adjusted EBITDA of $24.4 million, a 57% increase with a 26% margin. The company launched Digital Agent 2.0 for homeowners in Texas, expanding its fully digital sales capability, and its...
SEI Investments Co (SEIC) Q1 2026 Earnings Call Transcript
SEI Investments reported an all‑time quarterly EPS of $1.38, up 16% year‑over‑year and 6% sequentially, driven by broad‑based revenue growth across all segments. Private banking delivered $28 million in net sales events, highlighted by two new SaaS mandates, while the Integrated...
Selective Insurance Group Inc (SIGI) Q1 2026 Earnings Call Transcript
Selective Insurance Group reported a strong Q1 2026 earnings beat, highlighted by a 14.4% return on equity and an 18% increase in book value per share. The full-year combined ratio fell to 97.2% from 103% in 2024, driven by disciplined...
AT&T Inc (T) Q1 2026 Earnings Call Transcript
AT&T reported a strong 2025 finish, delivering over 1.5 million post‑paid phone adds and more than 1 million fiber net adds, the longest streak for both metrics. The company returned $12 billion to shareholders, a 50% increase year‑over‑year, while guiding free cash flow...
GCI Buying Quintillion
GCI announced it will acquire Alaskan fiber infrastructure firm Quintillion in a deal valued at $310 million. The transaction merges Quintillion’s 1,800+ miles of subsea and terrestrial fiber, plus roughly 1,500 miles of planned expansion, with GCI’s statewide network. GCI will...
Pinnacle Financial Partners Inc (PNFP) Q1 2026 Earnings Call Transcript
Pinnacle Financial Partners reported a 14.2% year‑over‑year revenue increase in Q1, powered by aggressive hiring of experienced bankers who consolidated client relationships. Adjusted earnings per share rose 24.2% and tangible book value per share grew 10.6%, underscoring the firm’s high‑quality...
NewMarket Corp (NEU) Q1 2026 Earnings Call Transcript
NewMarket Corp posted Q4 2024 net income of $111 million, or $11.56 per share, up 39% from the prior year. Petroleum additives sales slipped to $626 million, but operating profit rose to $136 million on lower costs. The AMPAC acquisition contributed $27 million in specialty‑materials...
AZZ Inc (AZZ) Q4 2026 Earnings Call Transcript
AZZ Inc reported record Q4 2026 sales of $425.7 million, a 5.5% year‑over‑year increase, led by a 15.7% surge in its Metal Coatings segment. Metal Coatings generated a 30.3% EBITDA margin thanks to large infrastructure projects, while Precoat Metals slipped...