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 selling roughly half of the $179 million portfolio at par. Loans and deposits grew modestly, 1.1% and 1.2% sequentially, and the company repurchased about 400,000 shares at $89.90 each. Management signaled a neutral asset‑liability stance and expects NIM to rebound toward 3.7% in the next quarter.
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...
QCR Holdings Inc (QCRH) Q1 2026 Earnings Call Transcript
QCR Holdings posted a 13% sequential rise in adjusted earnings per share, driven by margin expansion, loan growth, and higher capital markets revenue. Net interest income increased to $62 million, with net interest margin expanding by four basis points and...
Teledyne Technologies Inc (TDY) Q1 2026 Earnings Call Transcript
Teledyne Technologies reported record fourth‑quarter sales, with revenue up 7.3% year‑over‑year and a full‑year forecast of about $6.37 billion, matching consensus. Non‑GAAP earnings rose 14.1% in the quarter, and free cash flow hit a historic $339.2 million, lowering net leverage to 1.4 times....
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...
GE Vernova Inc (GEV) Q1 2026 Earnings Call Transcript
GE Vernova reported a $150 billion backlog, up more than 25% year‑over‑year, and booked $59 billion of orders, delivering a 2‑to‑1 book‑to‑bill ratio. Revenue reached $38 billion, a 9% increase, while adjusted EBITDA rose 6% to $1.2 billion, expanding the margin to 11.4%. The...
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...
Getty Realty Corp (GTY) Q1 2026 Earnings Call Transcript
Getty Realty Corp reported Q2 2025 results, showing a 9.9% increase in annualized base rent to $204 million and a 1.7% rise in AFFO per share to $0.59. The company accelerated capital deployment, closing $95.5 million of investments YTD at an initial...
Eastgroup Properties Inc (EGP) Q1 2026 Earnings Call Transcript
Eastgroup Properties reported a robust first quarter, deploying $403 million in acquisitions across 100 properties at a 7.1% weighted cap rate—the highest quarterly volume since 2022. Development activity accelerated with two new projects ($18 million) and nine under construction ($71 million), while disposals...
Origin Bancorp Inc (OBK) Q1 2026 Earnings Call Transcript
Origin Bancorp posted a Q1 2026 run‑rate ROA of 1.19%, beating its 1% target, while net interest income rose 10.2% year‑over‑year. Loan originations jumped $500 million, a 37% increase, and noninterest expense fell 0.7% thanks to cost‑control measures. The Optimize Origin...
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%...
Quantumscape Corp (QS) Q1 2026 Earnings Call Transcript
QuantumScape reported its Q1 2026 earnings, confirming shipment of initial QSE-5 battery samples and a schedule to begin field testing in 2026. The company announced that its next‑generation Cobra ceramic separator process will reach baseline production in Q2, promising an...
Southwest Airlines Co (LUV) Q1 2026 Earnings Call Transcript
Lakeland Industries reported record Q1 FY2026 net sales of $46.7 million, a 29% year‑over‑year increase driven primarily by a 100% jump in its Fire Services segment, which now accounts for 45% of total revenue. Gross margin compressed sharply to 33.5% from...
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...
Helix Energy Solutions Group Inc (HLX) Q1 2026 Earnings Call Transcript
Helix Energy Solutions Group reported Q3 2025 results that marked a sharp rebound, delivering $377 million in revenue and $22 million of net income, the first profit after a prior loss. Adjusted EBITDA rose to $104 million, the highest level since 2014, and...
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...
Lam Research Corp (LRCX) Q3 2026 Earnings Call Transcript
Lam Research reported record 2025 revenue of $20.6 billion, up 27% year‑over‑year, with gross margin at a historic 49.9% and operating margin of 34.1%. Diluted EPS rose 49% to $4.89, and the December quarter delivered $5.34 billion in revenue, marking ten straight...
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...
TE Connectivity PLC (TEL) Q2 2026 Earnings Call Transcript
TE Connectivity reported Q1 FY2026 sales of $4.7 billion, up 22% reported and 15% organically, driven by strong performance in both Industrial and Transportation Solutions. Record orders reached $5.1 billion, delivering a book‑to‑bill ratio of 1.1, while adjusted EPS climbed to $2.72,...
First Merchants Corp (FRME) Q1 2026 Earnings Call Transcript
First Merchants Corp reported record 2025 results, posting $19 billion in assets, $13.8 billion in loans and $15.3 billion in deposits. Net income hit $224.1 million and diluted EPS rose 13.8% to $3.88, while the efficiency ratio improved to 54.5% indicating strong operating leverage....
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...
CME Group Inc (CME) Q1 2026 Earnings Call Transcript
Interactive Brokers Group posted record Q1 2026 net revenue, propelled by double‑digit growth across stocks, options and futures. Client cash balances surged 35% to $169 billion and client equity rose 38% to $789 billion, offsetting a 5% market decline. The firm maintained...
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%...
Century Communities Inc (CCS) Q1 2026 Earnings Call Transcript
Century Communities posted a record 2,702 net orders in Q4 2025, a 13% sequential increase, and achieved an all‑time 84% mortgage capture rate. Incentive levels surged to 1,300 basis points, pushing average sales price down 5% and compressing GAAP homebuilding...
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,...
CACI International Inc (CACI) Q3 2026 Earnings Call Transcript
CACI International reported Q2 fiscal 2026 revenue of $2.2 billion, up 5.7% year‑over‑year, and an EBITDA margin of 11.8%, a 70‑basis‑point improvement. The company raised its full‑year guidance, now forecasting $9.3‑$9.5 billion in revenue, 7.8%‑10.1% growth, and at least $725 million in free...
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...
Iraq Turns to Risky Overland Routes as Oil Exports Collapse
Iraq’s oil exports have slumped about 80 % to roughly 1.2‑1.3 million barrels per day after the Strait of Hormuz became effectively closed. The government, which depends on oil for up to 95 % of its budget, is confronting a severe fiscal shortfall....
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...
Westinghouse Air Brake Technologies Corp (WAB) Q1 2026 Earnings Call Transcript
Westinghouse Air Brake Technologies (Wabtec) reported first‑quarter 2020 revenue of $1.9 billion, a 21% year‑over‑year increase driven largely by the GE Transportation merger and higher digital electronics sales. Adjusted earnings per share were $0.97, with an adjusted EBIT margin of 15.7%,...
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...