Today's Mid Cap Stocks Pulse
Dycom Industries posts record $5.55B revenue, eyes $6.85‑$7.15B FY2027 contracts
Dycom Industries reported fiscal 2026 revenue of $5.55 billion, driven by a $1.46 billion fourth‑quarter haul, a 34.4% year‑over‑year increase. The company completed its Power Solutions acquisition, adding a Building Systems segment that contributed $95.8 million in Q4 revenue. Management forecast fiscal 2027 contract revenue of $6.85‑$7.15 billion.
UFP Industries Inc (UFPI) Q1 2026 Earnings Call Transcript
UFP Industries reported Q2 2025 net sales of $1.8 billion, a 3.5% year‑over‑year decline, while adjusted EBITDA fell 15% to $174 million and margin slipped to 9.5%. The company highlighted a 45% surge in its SureStone composite decking sales and continued rollout to roughly 1,500 retail locations by 2026. Management is advancing a $60 million cost‑out program slated for full benefit in 2026 and plans to close two underperforming facilities, generating a $15‑$17 million one‑time gain. Strong liquidity of $2.1 billion underpins a new $300 million share‑repurchase authorization and a 35‑cent dividend.
Old Dominion Freight Line Inc (ODFL) Q1 2026 Earnings Call Transcript
Old Dominion Freight Line reported Q2 2025 revenue of $1.41 billion, a 6.1% decline year‑over‑year, as LTL tons per day fell 9.3%. The operating ratio deteriorated to 74.6%, up 270 basis points, driven by higher overhead and employee benefit costs, which...
Avnet Inc (AVT) Q3 2026 Earnings Call Transcript
Avnet reported third‑quarter fiscal 2025 revenue of $5.3 billion, a 6% decline year‑over‑year but at the high end of its guidance, driven by strong performance in Asia and its Farnell segment. Adjusted diluted EPS came in at $0.84, beating the top...
Lennox International Inc (LII) Q1 2026 Earnings Call Transcript
Lennox International reported Q1 2026 revenue of $1.1 billion, a 6% year‑over‑year increase, while segment margin slipped to 14.4% due to $50 million of factory under‑absorption. Adjusted EPS was $3.35 and operating cash flow rose to $16 million, with free cash flow usage...
MGIC Investment Corp (MTG) Q1 2026 Earnings Call Transcript
MGIC Investment Corp reported Q1 2026 net income of $169 million, delivering a 13% annualized return on equity, while full‑year earnings reached $738 million with a 14.3% ROE. Book value per share climbed 13% to $23.47 and insurance in force topped $303 billion,...
GE Healthcare Technologies Inc (GEHC) Q1 2026 Earnings Call Transcript
GE Healthcare Technologies reported Q1 2026 revenue of $5.7 billion, up 4.8% organically, and posted a record $21.8 billion backlog with a book‑to‑bill ratio above 1. Adjusted EBIT margin fell to 16.7% due to roughly $100 million in tariff expenses and an unfavorable...
Fiverr International Ltd (FVRR) Q1 2026 Earnings Call Transcript
Fiverr International posted full‑year 2025 revenue of $405.5 million, a 10% increase, and adjusted EBITDA of $92 million, up 23% with a 21% margin. Q4 saw revenue of $107.2 million and a record adjusted EBITDA margin of 25%, while free cash flow reached...
Silgan Holdings Inc (SLGN) Q1 2026 Earnings Call Transcript
Silgan Holdings reported Q1 2026 net sales of roughly $1.5 billion, a 4% year‑over‑year increase driven by raw‑material pass‑throughs in metal containers and favorable foreign‑currency effects. Adjusted earnings per share fell to $0.67, pressured by higher interest expense and a higher...
Woodward Inc (WWD) Q2 2026 Earnings Call Transcript
Woodward Inc. posted a record $1.1 billion second‑quarter revenue, up 23% year‑over‑year, and adjusted earnings per share of $2.27, a 34% increase. Aerospace sales rose 25% to $703 million with margin expansion, while Industrial sales grew 20% to $387 million. The company raised...
Cheesecake Factory Inc (CAKE) Q1 2026 Earnings Call Transcript
The Cheesecake Factory reported Q1 fiscal 2026 revenue of $978.8 million, surpassing its guidance, with adjusted diluted EPS of $1.05 and a 5.2% adjusted net‑income margin. Comparable sales rose 1.6% at the flagship concept while fast‑casual brand Flower Child posted...
Wyndham Hotels & Resorts Inc (WH) Q1 2026 Earnings Call Transcript
Wyndham Hotels & Resorts reported a 4% net room growth in 2025, adding a record 72,000 rooms and expanding its development pipeline to nearly 260,000 rooms. Adjusted EBITDA rose 4% to $718 million and adjusted diluted EPS increased 6% to $4.58,...
Tetra Tech Inc (TTEK) Q2 2026 Earnings Call Transcript
Tetra Tech reported Q2 2026 net revenue of $987 million, an 8% year‑over‑year increase, and operating income of $131 million, up 12%. Adjusted EPS rose 17% to $0.34, while EBITDA margin expanded 140 basis points to 14.2%. International revenue now...
Oatly Group AB (Publ) (OTLY) Q1 2026 Earnings Call Transcript
Oatly reported a 9.2% company‑wide volume increase in Q1, driven primarily by Greater China and solid gains in Europe and International markets. Reported revenue slipped 0.8% while constant‑currency revenue rose 0.7%, reflecting an 8.5% price‑mix decline and a modest FX...
Evercore Inc (EVR) Q1 2026 Earnings Call Transcript
Evercore reported record adjusted net revenue of $3.9 billion for 2025, a 29% increase, and a record $839 million adjusted operating income, up 50% year‑over‑year. Non‑M&A businesses contributed roughly 45% of total revenue, highlighting the firm’s diversification. The firm completed the Robey Warshaw...
Delek US Holdings Inc (DK) Q1 2026 Earnings Call Transcript
Delek US Holdings reported a GAAP net loss of $106 million ($1.76 per share) and an adjusted loss of $33 million ($0.56 per share) for Q1 2026, while adjusted EBITDA climbed to $170.2 million on stronger refining margins. The company posted record system‑wide refinery...
Clarivate PLC (CLVT) Q1 2026 Earnings Call Transcript
Clarivate reported full‑year 2025 revenue of $2.455 billion, a figure shaped entirely by inorganic divestitures as organic revenue remained flat. The company achieved nearly 2% organic ACV growth and lifted its recurring revenue mix to 88%, while retaining a 93% customer...
SBA Communications Corp (SBAC) Q1 2026 Earnings Call Transcript
SBA Communications reported Q1 2026 AFFO of $3.19 per share and raised its quarterly dividend 13% to $1.25, reflecting strong leasing activity and disciplined capital allocation. Domestic lease additions added roughly $10 million, while service revenue grew 13% year‑over‑year. The company...
Avantor Inc (AVTR) Q1 2026 Earnings Call Transcript
Avantor reported Q1 2026 revenue of $1.62 billion, a 5% organic decline, and posted adjusted EPS of $0.22. The quarter featured a $785 million non‑cash goodwill impairment in its lab distribution business and an adjusted EBITDA margin of 16.5%, beating internal forecasts....
Viavi Solutions Inc (VIAV) Q3 2026 Earnings Call Transcript
Viavi Solutions reported Q3 FY2026 revenue of $406.8 million, a 42.8% year‑over‑year increase and 10.2% sequential growth, beating the top end of its guidance. Operating margin rose to 21% and EPS to $0.27, both exceeding forecasts. The NSE segment surged 54.4%...
MYR Group Inc (MYRG) Q1 2026 Earnings Call Transcript
MYR Group reported record 2025 results, delivering $3.7 billion in annual revenue and a 17% jump in fourth‑quarter sales to $974 million. Gross margins improved to 11.4% and operating cash flow surged to $115 million, driven by higher fixed‑price contracts and better collections....
Invitation Homes Inc (INVH) Q1 2026 Earnings Call Transcript
Invitation Homes reported 2.3% same‑store NOI growth for 2025, driven by modest revenue expansion and high occupancy of 96.8%. The company completed its ResiBuilt acquisition, giving it in‑house build‑to‑rent capabilities while keeping near‑term activity fee‑based. Liquidity remains strong at $1.7 billion,...
ETSY Inc (ETSY) Q1 2026 Earnings Call Transcript
Etsy reported a $2.8 billion consolidated Gross Merchandise Sales (GMS) for Q1 2026, a 4.8% year‑over‑year decline, while revenue rose 4% to $673 million and adjusted EBITDA reached $169 million, delivering a 25.1% margin. The take rate improved to 24%, up 200 basis points,...
Antero Resources Corp (AR) Q1 2026 Earnings Call Transcript
Antero Resources reported over $750 million of free cash flow in 2025, enabling a $300 million debt reduction, $136 million of share repurchases and $250 million of accretive acquisitions. The company closed the HG Energy acquisition ahead of schedule, adding 385,000 net acres and...
Federal Signal Corp (FSS) Q1 2026 Earnings Call Transcript
Federal Signal reported a record $2.2 billion in net sales for 2025, a 17% year‑over‑year increase, driven by strong organic growth and acquisitions. Adjusted EBITDA climbed 25% to $438.9 million, delivering a 20.1% margin, while GAAP EPS rose to $4.10. The company’s...
Aecon Reports First Quarter 2026 Results with Record Backlog of $10.9 Billion
Aecon Group posted Q1 2026 revenue of C$1.257 billion, an 18% year‑over‑year rise, while narrowing its operating loss to C$8 million from C$40.7 million a year earlier. The company announced a record C$10.9 billion backlog—about US$8.1 billion—the highest in its history, bolstered by new contracts and...
HOOD Misses
$HOOD Q1 EARNINGS down -6% everyone • Revenue $1.07B vs Est. $1.14B ❌ • EPS $0.38 vs Est. $0.39 ❌ • Net Income $346M vs Est. $354M ❌ • Total Platform Assets: $307B (+39% YoY) ✅ • Gold Subscribers: 4.3M (+36% YoY) ✅ • ARPU:...
Tech's “Cats and Dogs” Rally to New Recovery Highs
Even the “cats and dogs” within the tech space are stirring again, making new recovery highs last week as they rallied out of a holding pattern. https://t.co/YVhrMqi5WA
REC Posts Record ₹162.8 Billion Profit, Declares Highest Dividend
REC Ltd, the Indian state‑run financier, posted a record net profit of ₹162.8 billion (about $1.96 billion) for FY2025‑26, its highest ever. The firm’s loan sanctions jumped 21% to ₹4.09 trillion (~$49 billion) and disbursements rose 10% to ₹2.11 trillion, while its net worth climbed...
Shenzhen Expressway Q1 Revenue Slides 0.7%, Signaling Slower B2B Infrastructure Demand
Shenzhen Expressway Co. Ltd. posted first‑quarter revenue of RMB1.759 billion, down 0.7% year‑over‑year, while profit rose to RMB509.29 million. The modest sales dip underscores a cooling of B2B infrastructure demand across China’s heavy‑industry sector.
Stanley Druckenmiller Dumps SanDisk, Shifts to Bloom Energy as AI Power Demand Soars
Stanley Druckenmiller sold his entire SanDisk holding of 166,235 shares after a single quarter and redeployed the proceeds into Bloom Energy, a fuel‑cell maker that has rallied more than 800% since its 2018 IPO. The move signals a thematic shift...
Erasca Plummets Despite 'Phenomenal' Results In Pancreatic Cancer
Erasca (ERAS) shares tumbled more than 45% to $10.50 after a patient in its pancreatic cancer trial died from pneumonia, a known side effect of the RAS‑blocking drug class. The death occurred when the patient withdrew from supportive care, despite...
Incyte Wavers As Growth Questions Plague Its Up-And-Coming Drug
Incyte (INCY) saw its IBD SmartSelect Composite Rating rise to 97 as first‑quarter earnings topped expectations, reporting adjusted EPS of $1.81 on $1.27 billion in sales versus consensus forecasts of $1.32 and $1.22 billion respectively. The biotech reaffirmed its full‑year sales guidance...
Commvault Earnings Beat Estimates. CFO Says AI Boosting Cyber Resilience Demand.
Commvault reported fiscal Q4 earnings that topped expectations, posting adjusted earnings of $1.28 per share, a 24% year‑over‑year increase, and revenue of $312 million, up 13% and beating the $307 million consensus. The company guided subscription revenue of $263‑$265 million for the next...
IT Firm Virtusa Eyes India IPO, Could Raise over $1 Billion
Virtusa Corp, the global IT services firm owned by EQT, is planning an IPO in India that could raise at least $1 billion and value the company at $7 billion or more. The offering, slated for a road‑show later this year, will...
Allegion (NYSE: ALLE) Reports Q1-2026 Financial Results
Allegion reported Q1 2026 net revenue of $1.033 billion, a 9.7% year‑over‑year increase, while adjusted earnings fell 3.2% to $155.9 million ($1.80 per share). Organic revenue grew 2.6% driven by price realization in the Americas, offset by volume declines. Adjusted operating margin slipped...
Arch Capital Group Ltd (ACGL) Q1 2026 Earnings Call Transcript
Arch Capital Group posted after‑tax operating income of $979 million, delivering earnings of $2.58 per share and boosting book value per share 7.3% quarter‑over‑quarter (11.4% YTD). Net premiums written in the P&C segment topped $2 billion, driven largely by the recent U.S....
Armstrong World Industries Inc (AWI) Q1 2026 Earnings Call Transcript
Armstrong World Industries reported a 12% year‑over‑year increase in net sales and a 14% rise in adjusted EBITDA, delivering a record 43.5% margin in its Mineral Fiber segment. Growth was powered by a 6% average unit value lift and strong...
STAG Industrial Inc (STAG) Q1 2026 Earnings Call Transcript
STAG Industrial reported an 8.3% rise in core FFO to $0.65 per share for Q1 2026 and lifted its 2025 core FFO outlook to $2.52‑$2.54 per share. Leasing activity accelerated to 5.9 million square feet, and the company has addressed 52%...
Unum Group (UNM) Q1 2026 Earnings Call Transcript
Unum Group posted first‑quarter adjusted earnings per share of $2.04, a 3.8% decline year‑over‑year, driven by higher group disability claims and front‑loaded expenses. Core operations delivered a 4.2% premium increase and over 20% return on equity, while the International segment...
Sensata Technologies Holding PLC (ST) Q1 2026 Earnings Call Transcript
Sensata Technologies reported Q1 2026 revenue of $918 million, a modest 1% year‑over‑year increase and the first quarterly growth since early 2024. All three newly defined segments—Automotive, Industrials, and Aerospace/Defense—delivered organic revenue gains, with adjusted operating margin expanding to 19.6%. Record free cash...
Incyte Corp (INCY) Q1 2026 Earnings Call Transcript
Acuity Brands reported Q1 2026 net sales of $1.1 billion, a 5% increase driven primarily by strong growth in its Acuity Intelligence Spaces (AIS) segment, while the Acuity Brands Lighting (ABL) segment slipped 3% amid a soft lighting market. Adjusted operating profit...
Ashland Inc (ASH) Q2 2026 Earnings Call Transcript
Ashland Inc. reported Q2 2026 revenue of $386 million, a 5% decline driven largely by the Evoqua divestiture and mixed demand. Adjusted EBITDA fell 5% to $58 million, but excluding the divestiture it rose 3% thanks to favorable mix and lower SARD...
Franklin Electric Co Inc (FELE) Q1 2026 Earnings Call Transcript
Franklin Electric reported a record $2.1 billion full‑year revenue, up 5.4% YoY, and a 10% rise in operating income to $269 million. Adjusted earnings per share increased 6% to $4.14, while GAAP EPS fell to $3.22 due to a $41.5 million pension settlement....
Allegion PLC (ALLE) Q1 2026 Earnings Call Transcript
Allegion reported fourth‑quarter 2024 revenue of $945.6 million, a 5.4% increase driven primarily by a 6.4% rise in the Americas segment and $137 million of bolt‑on acquisitions. Adjusted earnings per share climbed 10.7% to $1.86 and operating margin expanded modestly, while the...
Werner Enterprises Inc (WERN) Q1 2026 Earnings Call Transcript
Werner Enterprises reported Q1 2026 revenue of $738 million, a 2% year‑over‑year decline driven by disciplined pricing and a smaller truck fleet. Adjusted operating income slipped to $11.3 million with a 1.5% margin, while adjusted EPS fell to $0.05. The company completed...
Enphase Energy Inc (ENPH) Q1 2026 Earnings Call Transcript
Enphase Energy reported Q1 2026 revenue of $282.9 million, a GAAP loss of $7.4 million, and a non‑GAAP gross margin of 43.9%. U.S. revenue fell 23% sequentially after the 25D tax credit expired, while European revenue jumped 36% as battery...
ONEOK Inc (OKE) Q1 2026 Earnings Call Transcript
ONEOK reported adjusted EBITDA of $1.98 billion, a 12% sequential rise, and net income of $841 million, up more than 30% quarter‑over‑quarter. The company cut senior notes by roughly $600 million, moving toward a 3.5‑times leverage target for 2026, and reaffirmed its 2025...
Domino's Pizza Group Q1 Earnings Slip to $139.8M as Revenue Grows 3.4%
Domino's Pizza Group reported first‑quarter profit of $139.81 million, a $9.84 million decline from the same period last year, even as revenue climbed 3.4% to $1.150 billion. The earnings miss highlights pressure on the retailer’s core same‑store sales despite top‑line growth.
Celestica Announces First Quarter 2026 Financial Results
Celestica reported a blockbuster first quarter, posting $4.05 billion in revenue—a 53% jump year‑over‑year—and adjusted EPS of $2.16, topping the high end of its guidance. The company lifted its full‑year 2026 outlook to $19 billion in revenue and $10.15 in adjusted EPS,...
Sun Communities Reports 2026 First Quarter Results
Sun Communities posted a Q1 2026 net loss of $8.7 million, or $0.07 per diluted share, narrowing from a $42.8 million loss a year earlier. Core Funds from Operations rose to $1.40 per share, up from $1.26 in Q1 2025, while North America...