Visteon Corp (VC) Q1 2026 Earnings Call Transcript
Visteon Corp reported Q1 2026 net sales of $954 million, a modest 2% year‑over‑year increase driven by 20 new product launches and strong customer recoveries. The company secured over $1 billion in new business, highlighted by AI‑enabled cockpit wins in China and premium digital cluster programs across multiple OEMs. Adjusted EBITDA reached $104 million, delivering a 10.9% margin, while adjusted free cash flow was negative $23 million due to seasonal inventory buildup. Management reaffirmed full‑year revenue, profit and cash‑flow guidance, emphasizing continued growth in premium tech segments and a resilient balance sheet.
Burke & Herbert Financial Services Corp (BHRB) Q1 2026 Earnings Call Transcript
Herc Rentals reported an 11.5% year‑over‑year increase in equipment rental revenue and a record adjusted EBITDA of $438 million, delivering a near‑49% margin. Specialty equipment now comprises roughly 20% of its $7 billion fleet, and the company raised its annual dividend 5%...
Nasdaq Inc (NDAQ) Q1 2026 Earnings Call Transcript
Nasdaq reported a record $5.2 billion net revenue for 2025, up 12% year‑over‑year, with solutions revenue exceeding $4 billion, an 11% increase. Operating income rose 16% to $2.9 billion and diluted EPS grew 24% to $3.48, while annual recurring revenue reached $3.1 billion. The...
Carlisle Companies Inc (CSL) Q1 2026 Earnings Call Transcript
Carlisle Companies reported first‑quarter 2026 revenue of $1.1 billion, down 4% year‑over‑year, as severe winter weather and the absence of a $15 million tariff‑related pull‑forward weighed on sales. Adjusted EBITDA reached $235 million, delivering a 22.3% margin—a 50‑basis‑point improvement driven by cost discipline,...
Heritage Financial Corp (HFWA) Q1 2026 Earnings Call Transcript
Heritage Financial Corp reported a strong Q1 performance, highlighted by $160.7 million deposit growth—95% of which came from non‑maturity accounts—and a net interest margin rise to 3.44% driven by lower funding costs. Loan balances slipped $37 million due to elevated payoffs, while...
Huntington Bancshares Inc (HBAN) Q1 2026 Earnings Call Transcript
Huntington Bancshares reported 11% revenue growth and 16% adjusted EPS increase in Q1 2026, with loan portfolio expanding 14.4% year‑over‑year and net interest income rising 14% YoY to $86 million. The bank completed Veritex integration in 187 days and is preparing...
Teck Resources Ltd (TECK) Q1 2026 Earnings Call Transcript
Alcoa reported first‑quarter 2026 revenue of $3.2 billion, a 7% sequential decline, while net income more than doubled to $425 million, driven by higher aluminum prices and a marked earnings‑per‑share increase to $1.60. The aluminum segment posted a $174 million EBITDA boost, offset...
Betterware De Mexico SAPI De CV (BWMX) Q1 2026 Earnings Call Transcript
Betterware de México reported modest top‑line growth of 0.3% YoY while delivering a 14% increase in EBITDA, lifting the margin to 17.4%. Net income nearly doubled, pushing trailing EPS to MXN 31.9 and free‑cash‑flow conversion to 58% of EBITDA. The company...
Alpine Income Property Trust Inc (PINE) Q1 2026 Earnings Call Transcript
Alpine Income Property Trust (PINE) reported a record $277.7 million of 2025 investments, driving 22.7% quarterly and 8.6% annual AFFO per share growth. The company expanded its commercial loan portfolio to $129.8 million, targeting a 20% allocation of undepreciated assets, while raising...
Independent Bank Corp (Michigan) (IBCP) Q1 2026 Earnings Call Transcript
Independent Bank Corp posted Q1 2025 net income of $15.6 million, a slight decline from the prior year, while total loans grew 3.4% annualized and commercial loans surged 11% annualized. Core deposits increased modestly, but business deposits fell, and the net...
ConnectOne Bancorp Inc (CNOB) Q1 2026 Earnings Call Transcript
ConnectOne Bancorp reported a strong Q1 2026 performance, with net interest margin climbing to 3.11% and core deposits adding over $600 million. Loan originations topped $465 million, keeping the loan‑to‑deposit ratio under 100%, while credit quality remained solid with nonperforming assets...
Kearny Financial Corp (KRNY) Q3 2026 Earnings Call Transcript
Korn Ferry reported Q3 FY2026 fee revenue of $717 million, a 7% year‑over‑year increase marking its fifth straight quarter of accelerating growth. Adjusted EBITDA rose 7.5% to $123 million, with the margin expanding to 17.2%. The company announced a 15% dividend hike...
American Express Co (AXP) Q1 2026 Earnings Call Transcript
American Express reported Q1 2026 revenue of $17 billion, an 8% FX‑adjusted increase, and net income of $2.6 billion, or $3.64 per share, in line with guidance. Card member spending rose 6% (7% excluding leap‑year effects) while net card fees grew 20%...
PENN Entertainment Inc (PENN) Q1 2026 Earnings Call Transcript
PENN Entertainment reported $1.4 billion retail revenue in Q1 2026, delivering adjusted EBITDAR of $456.4 million and a 32.3% EBITDA margin despite December weather setbacks. The Interactive segment generated $398.7 million in revenue, posted a $39.9 million adjusted EBITDA loss, but showed a strong...
Ryder System Inc (R) Q1 2026 Earnings Call Transcript
Independent Bank Corporation reported Q1 2026 net income of $16.9 million, an 8% increase year‑over‑year, while its net interest margin rose to 3.65%, up three basis points. Total deposits grew to $4.9 billion, driven by core retail and commercial inflows, and loan...
Rhinebeck Bancorp Inc (RBKB) Q1 2026 Earnings Call Transcript
Rhinebeck Bancorp (RBKB) posted Q1 2026 net income of $35 million, or $0.94 per share, a 6% sequential rise and 8% YoY increase. Customer deposits surged past $8 billion, delivering $300 million of quarterly inflows and allowing a $200 million reduction in wholesale funding,...
Iridium Communications Inc (IRDM) Q1 2026 Earnings Call Transcript
Iridium Communications posted Q1 operational EBITDA of $122.1 million, a 6% increase, driven by stronger recurring services and engineering contracts. Commercial IoT revenue rose 11% to $43.8 million, reflecting a stepped‑up two‑year partner deal, while overall service revenue grew 4% to $127.5 million....
Chemed Corp (CHE) Q1 2026 Earnings Call Transcript
Chemed Corp reported mixed Q1 2026 results, with VITAS hospice admissions rising 6% to 17,419 but revenue growth and EBITDA margin lagging due to a shift toward higher‑margin hospital short‑stay patients. Roto‑Rooter saw residential revenue decline 3.1% and a 21%...
HomeTrust Bancshares Inc (HTB) Q1 2026 Earnings Call Transcript
HomeTrust Bancshares posted a record book value per share of $22.15, up 13% year‑over‑year, and maintained strong capital ratios with CET1 and Tier 1 at 16.7%. Net income reached $118.2 million, delivering a 2.09% return on assets and 16.56% return on tangible...
Ameriprise Financial Inc (AMP) Q1 2026 Earnings Call Transcript
Ameriprise Financial reported adjusted operating EPS of $9.92, up 12% year‑over‑year, while maintaining a 27% firm‑wide margin. Assets under management, administration and advisement reached a record $1.7 trillion, an 8% increase, and the firm’s return on equity approached 53%, positioning it...
Blackstone Inc (BX) Q1 2026 Earnings Call Transcript
CBRE Group reported an 18% revenue increase in Q1 2026, with all three services segments—Advisory, Building Operations & Experience (BOE), and Project Management—posting roughly 20% top‑line growth and near‑30% operating profit expansion. Infrastructure‑related services, especially critical infrastructure and data‑center leasing,...
Two-Mortgage-SRTs-Test-Market-Resilience
Two €500 million mortgage Structured Risk Transfer (SRT) deals were launched in April 2026, pricing at 3.2% and 3.5% yields. The transactions attracted a mix of European banks, insurers and U.S. pension funds, and were structured with a 97% senior‑tranche coverage...
Acme United Corp (ACU) Q1 2026 Earnings Call Transcript
Atlantic Union Bankshares reported Q1 2026 adjusted operating earnings of $126.2 million, with net income of $119.2 million, after fully absorbing the Sandy Spring merger costs. Loan balances rose to $27.9 billion, reflecting 2.2% annualized growth, while deposits slipped slightly to $30.4 billion as brokered...
PG&E Corp (PCG) Q1 2026 Earnings Call Transcript
PG&E reported full‑year 2025 core earnings of $1.50 per share, a 10% increase year‑over‑year, and raised its 2026 core EPS guidance to $1.64‑$1.66, reaffirming a 9%+ annual growth outlook through 2030. The utility highlighted a surge in data‑center load, now...
SES AI Corp (SES) Q1 2026 Earnings Call Transcript
SES AI Corp reported a 47% sequential revenue increase to $6.7 million in Q1 2026, driven by strong ESS sales and early contributions from its drone and Molecular Universe businesses. The company secured a three‑year, $20 million distribution agreement with ATGE Power to...
Boyd Gaming Corp (BYD) Q1 2026 Earnings Call Transcript
Byrna Technologies reported Q1 2026 net revenue of $29 million, an 11% year‑over‑year increase driven primarily by dealer and chain‑store expansion. Gross profit rose to $17.4 million (60% of revenue), but operating expenses jumped 16% and net income fell to $0.8 million, dragging...
West Pharmaceutical Services Inc (WST) Q1 2026 Earnings Call Transcript
West Pharmaceutical reported net sales exceeding $3 billion with over 4% organic growth, driven by high‑value product (HVP) components and a 50% surge in GLP‑1 revenue. Fourth‑quarter revenue reached $850 million, up 7.5% reported and 3.3% organically, while adjusted EPS rose 12%...
Central Asia in Race to Close Power-Generation Gap – Report
Central Asian nations are racing to close a growing electricity gap as they launch AI hubs and data centers, but current generation capacity—still dominated by aging hydropower—cannot meet the surge in demand. The New Lines Institute report warns that population...
SLM Corp (SLM) Q1 2026 Earnings Call Transcript
SLM Corp reported Q1 2026 diluted EPS of $1.54, a 10% increase year‑over‑year, and loan originations of $2.9 billion, up 5%. The company executed a $2 billion seasoned loan portfolio sale and a $200 million accelerated share repurchase, bringing total share buybacks to...
Strategic Education Inc (STRA) Q1 2026 Earnings Call Transcript
Strategic Education reported a 4% revenue increase and a 35% jump in Q4 operating income, driven by AI‑enabled expense reductions and strong growth in its Education Technology Services (ETS) segment. ETS generated $150 million in revenue with a 40% operating margin,...
Byline Bancorp Inc (BY) Q1 2026 Earnings Call Transcript
Byline Bancorp reported Q4 2025 results with net income of $34.5 million and full‑year earnings of $130.1 million, translating to $0.76 and $2.89 per diluted share. Total revenue rose 9.7% year‑over‑year to $446 million, driven by record net interest income of $101 million and...
Knowles Corp (KN) Q1 2026 Earnings Call Transcript
Helix Energy Solutions Group posted Q1 2026 revenue of $288 million, a $13 million net loss and $32 million adjusted EBITDA, while announcing an all‑stock merger with Hornbeck Offshore Services. The deal will create a combined offshore services platform under the Hornbeck name,...
Comfort Systems USA Inc (FIX) Q1 2026 Earnings Call Transcript
Comfort Systems USA Inc (FIX) reported Q1 2026 revenue of $1.32 billion, a 5% year‑over‑year increase, and adjusted EBITDA of $106 million, yielding an 8% margin that slipped slightly. The Residential division posted a 4% revenue rise and a 10% EBITDA gain,...
Senstar Technologies Corp (SNT) Q4 2025 Earnings Call Transcript
Senstar Technologies reported Q4 2025 revenue of $9.5 million, a modest 2% decline year‑over‑year but an 8% increase on a year‑to‑date basis. North America drove growth, with regional revenue up 17% and U.S. sales climbing 22%, while EMEA and Asia‑Pacific...
Five Point Holdings LLC (FPH) Q1 2026 Earnings Call Transcript
Five Point Holdings reported Q2 GAAP net income of $8.6 million, driven primarily by a $63.6 million land sale in its Great Park venture that produced $48.4 million of net income. The company ended the quarter with $581.6 million of liquidity and a debt‑to‑capitalization...
Snap-On Inc (SNA) Q1 2026 Earnings Call Transcript
Fastenal reported a 12.4% daily sales increase to $34.9 million in Q1 2026, marking its third straight quarter of double‑digit growth. Contract volume rose 8% to over 3,600 agreements, while large customer sites (> $50k/month) grew 16.3% and now represent just over half...
First Western Financial Inc (MYFW) Q1 2026 Earnings Call Transcript
First Western Financial (MYFW) posted Q2 2025 net income of $2.5 million, down from the prior quarter after one‑time gains in Q1, while pre‑provision net revenue rose 36% year‑over‑year to $5.1 million. Loan balances increased $114 million sequentially, with $167 million of new loan...
VeriSign, Inc (VRSN) Q1 2026 Earnings Call Transcript
VeriSign reported a record 176.1 million .com and .net domain names, driven by 11.5 million new registrations and a 76.3% renewal rate for 2026. Revenue rose 6.6% year‑over‑year to $429 million, while diluted EPS climbed to $2.34. The company raised its 2026 revenue...
Gentherm Inc (THRM) Q1 2026 Earnings Call Transcript
Gentherm reported record $2.2 billion in automotive new‑business awards and $1.5 billion of revenue for 2025, a 2.9% increase year‑over‑year. Adjusted EBITDA fell to $175 million (11.7% of sales) as material costs and footprint realignment weighed on margins. The company guided 2026 revenue...
Travelzoo (TZOO) Q1 2026 Earnings Call Transcript
Travelzoo reported Q1 2026 revenue of $22.5 million, a 9% year‑over‑year increase, driven by a 180% surge in Club Membership. Operating profit slipped to $0.6 million (3% margin) as the company accelerated member‑acquisition spending and absorbed a one‑time global meeting...
C&F Financial Corp (CFFI) Q1 2026 Earnings Call Transcript
Bread Financial Holdings reported a solid Q1 2026 performance, with credit sales rising 7% to $6.5 billion and loan balances edging higher. Direct‑to‑consumer deposits jumped 10% to $8.7 billion, boosting the funding mix to 78% deposits. Net income reached $181 million, yielding diluted...
Comcast’s Broadband Sub Losses Improve
Comcast reported a 65,000 decline in residential broadband subscribers in Q1 2026, a 35% reduction from the 183,000 loss a year earlier and better than the 167,000 analysts expected. The improvement marks the first year‑over‑year gain since Q4 2020, reflecting the company’s...
Phillips Edison & Co Inc (PECO) Q1 2026 Earnings Call Transcript
Phillips Edison & Co (PECO) reported a record 51 consecutive quarters of Funds From Operations (FFO) and same‑store NOI growth, underscoring the resilience of its shallow‑bay industrial portfolio. Occupancy held at 96.6% despite higher market vacancy rates, while debt remains...
Primis Financial Corp (FRST) Q1 2026 Earnings Call Transcript
Primis Financial Corp. posted Q1 2026 earnings of $29.5 million, or $1.20 per share, buoyed by a sale‑leaseback gain and stronger net interest margin. Net interest margin climbed to 3.28% from 2.90% a year earlier, while checking deposits surged 23% to...
Honeywell International Inc (HON) Q1 2026 Earnings Call Transcript
Honeywell reported a 23% organic order surge in Q1 2026, pushing its backlog past $37 billion and delivering 11% organic sales growth, led by Aerospace and Building Automation. Adjusted earnings per share rose 17% to $2.90, while free cash flow jumped...
Bancorp Inc (TBBK) Q1 2026 Earnings Call Transcript
Banc of California (TBBK) posted first‑quarter 2026 earnings per share of $0.39, a 50% year‑over‑year increase, driven by net interest margin expansion and strong operating leverage. Net interest margin rose to 3.24% and the adjusted efficiency ratio improved by roughly...
Popular Inc (BPOP) Q1 2026 Earnings Call Transcript
Popular Inc. reported a Q1 2020 net income of $34 million, sharply lower than the prior quarter, driven primarily by a $190 million provision for credit losses under the new CECL accounting standard and pandemic‑related economic disruption. Net interest income rose modestly...
Dow Inc (DOW) Q1 2026 Earnings Call Transcript
Dynex Capital reported Q1 2026 book value of $12.60 per share, rising to an estimated $13.31 per share, a 5.6% increase. The REIT expanded its investment portfolio to $6 billion, raising $442 million of capital and pushing leverage to 8.6 times equity. Net...
Helen of Troy Ltd (HELE) Q4 2026 Earnings Call Transcript
Helen of Troy reported a 3.3% decline in Q4 net sales, yet the results beat internal forecasts thanks to pricing actions and contributions from Olive & June. Gross profit margin compressed 400 basis points to 44.6% as tariffs, higher promotional...
CBRE Group Inc (CBRE) Q1 2026 Earnings Call Transcript
SL Green Realty Corp. reported a record first‑quarter leasing performance, signing 51 leases covering 930,000 square feet, the largest in its 28‑year history. Mark‑to‑market rents were 16% above prior fully escalated rates, while trophy‑building vacancy fell to 3.4%, underscoring a...