Wolfspeed Q3 in Line with Guidance
Wolfspeed reported Q3 FY2026 revenue of about $150 million, matching the midpoint of its guidance range. GAAP gross margin was –27 percent and net loss $120 million, while adjusted EBITDA was –$62 million. The company refinanced roughly $476 million of first‑lien debt, cutting total debt by $97 million and annual interest expense by an estimated $62 million, and lifted its cash position to $1.2 billion. It also introduced the first commercially available 10 kV SiC power MOSFET and a next‑generation TOLT portfolio aimed at AI data‑center demand.
Campari Maintains Growth Outlook Despite Weaker-than-Expected Sales
Campari posted 2.9% organic revenue growth in Q1, reaching €643 million (about $701 million), slightly below analyst forecasts. Strong performance from its flagship Aperol and solid gains in 18 countries helped the group reaffirm its 2026 guidance of 3% underlying growth. While...
Ivanhoe Swings to a First-Quarter Loss on DRC Tax Settlement; Increases Full-Year Exploration Spend
Ivanhoe Mines posted a $2 million net loss and a $35 million comprehensive loss for Q1 2026, driven by a $42 million share of loss from its Kamoa Holding JV after a $183 million tax settlement in the DRC. The quarter also saw a...
Coty Is Pivoting CoverGirl to Gen X Market Amid 1% Decline in Net Revenue
Coty reported a 1% dip in Q3 FY2026 net revenue to $1.28 billion, with Consumer Beauty sales falling 4% to $450.7 million. Executive chairman Markus Strobel announced a strategic shift to reposition CoverGirl as a Gen X‑focused brand, leveraging core lines like Simply Ageless and...
Flex Ltd (FLEX) Hits All-Time High on Strong Earnings, Business Spinoff
Flex Ltd. surged to a record $134.99 intraday, closing at $134.73, after reporting FY2026 net income of $880 million (up 5%) and net sales of $27.9 billion (up 8%). The fourth‑quarter saw profit rise 12.6% to $250 million and sales jump 17% to...
Hut 8 (HUT) Revenues ‘More-Than-Triple, Shares Hit All-Time High
Hut 8 Corp. reported first‑quarter 2026 revenue soaring 226% to $71 million, primarily from its computing segment, while its net loss expanded 88.8% to $253 million. The company highlighted a $9.8 billion base‑term contract pipeline tied to triple‑net, take‑or‑pay leases for 597 MW of AI‑focused...
Compass (COMP) Climbs 27% on Swing to Q1 Profits
Compass Inc. posted a surprise swing to profitability in Q1, reporting $22 million of net income versus a $51 million loss a year earlier. Revenue nearly doubled to $2.7 billion, driven largely by the integration of Anywhere Real Estate’s earnings. Management highlighted disciplined...
Veeco Instruments (VECO) Hits 25-Year High on $250-Million Order
Veeco Instruments (NASDAQ:VECO) surged 25% to a 25‑year high of $62 after announcing $250 million in equipment orders for AI‑driven optical transceiver production. The orders cover its Spector IBD, Lumina MOCVD and WaferEtch systems, which are critical for indium phosphide laser...
Super Micro (SMCI) Profits Skyrocket 343%, Shares Soar
Super Micro Computer posted a 343% jump in third‑quarter FY2026 net income to $483 million, while revenue more than doubled to $10.2 billion. The earnings beat sent the stock up 24.5% to $34.66. CEO Charles Liang highlighted the company’s transition to a...
Geo Group (GEO) Surges 21% as Profits Nearly Double, Outlook ‘Optimistic’
Geo Group reported a near‑doubling of Q1 net income, climbing 96% to $38.3 million, while revenue rose 16% to $705 million. The company lifted its full‑year net income forecast to $153‑$166 million, still below last year’s $257 million but above prior guidance. Management highlighted...
Joby Aviation (JOBY) Climbs 21% on Strong Revenues
Joby Aviation’s shares jumped 21% after the company posted its first‑quarter revenue of $24.2 million, a stark rise from zero a year earlier. The net loss widened to $109.9 million, driven by a $95 million increase in operating expenses as the firm expands....
Leggett & Platt Inc (LEG) Q1 2026 Earnings Call Transcript
Leggett & Platt reported fourth‑quarter sales of $939 million, an 11% decline, and full‑year revenue of $4.05 billion, down 7%. The 2025 restructuring plan exceeded expectations, delivering a $70 million EBIT run‑rate benefit at lower cost and reducing net debt by $376 million, bringing...
Avient Corp (AVNT) Q1 2026 Earnings Call Transcript
Avient Corp reported adjusted EPS of $0.83 for Q1 2026, modestly ahead of internal expectations, while sales tracked roughly in line with forecasts. The company expanded its adjusted EBITDA margin by 20 basis points despite raw material price hikes of...
Middleby Corp (MIDD) Q1 2026 Earnings Call Transcript
Middleby Corp completed the sale of a 51% stake in its Residential Kitchen segment, generating roughly $565 million in cash and retaining a 49% interest. The company used proceeds and existing cash to repurchase 6.6 million shares for about $960 million, cutting the...
Rocket Companies Inc (RKT) Q1 2026 Earnings Call Transcript
Rocket Companies posted adjusted revenue of $2.822 billion in Q1 2026, surpassing the high end of guidance, and saw adjusted EBITDA rise to $738 million, expanding margin to 26 percent. Net rate‑lock volume grew 19 percent to $49 billion, while servicing fees exceeded $1 billion, highlighting...
MDU Resources Group Inc (MDU) Q1 2026 Earnings Call Transcript
MDU Resources reported Q1 2026 net income of $80.8 million, or $0.39 per share, with a modest $0.03 EPS hit from milder weather. The Bakken East pipeline open season attracted 1.4 bcf/d of interest and 40% of capacity is already under signed...
Toast Inc (TOST) Q1 2026 Earnings Call Transcript
Toast Inc. posted a strong Q1 2026, with recurring gross profit streams rising 27% and GAAP operating income margin expanding to 21%, the first time above the 20% threshold. Net new locations grew by 7,000, pushing total live sites to...
Walker & Dunlop Inc (WD) Q1 2026 Earnings Call Transcript
Walker & Dunlop reported a blockbuster first quarter, with total transaction volume surging 94% to $13.7 billion and revenues climbing 27% to $301 million. Diluted EPS exploded 475% to $0.46, driven by debt originations that more than doubled to $11.8 billion, led by...
Alarm.com Holdings Inc (ALRM) Q1 2026 Earnings Call Transcript
Alarm.com reported Q1 2026 revenue of $265.2 million, up 11% YoY, driven by 10.8% growth in SaaS and license revenue to $181.5 million and 11.5% growth in hardware. The company posted adjusted EBITDA of $49.6 million with an 18.7% margin and generated $49.7 million...
Hertz Global Holdings Inc (HTZ) Q1 2026 Earnings Call Transcript
Hertz Global Holdings reported Q1 2026 revenue of $2.0 billion, an 11% year‑over‑year increase and its strongest quarterly growth in three years. Adjusted corporate EBITDA rose by $141 million, cutting the loss to negative $161 million and improving margin by 860 basis points....
Olin Corp (OLN) Q1 2026 Earnings Call Transcript
Olin Corp reported a $86 million adjusted EBITDA in Q1 2026 and guided Q2 adjusted EBITDA to $160‑200 million, reflecting a sequential earnings boost. The company highlighted $1.3 billion of liquidity after amending its credit facilities to extend covenant flexibility through late 2027....
Planet Fitness Inc (PLNT) Q1 2026 Earnings Call Transcript
Planet Fitness reported Q1 2026 net new membership of over 700,000, falling short of internal targets despite a 3.5% same‑club sales increase driven largely by rate growth. Adjusted EBITDA rose 20% to $140 million, though margin slipped to 41.5%, while total...
Trex Company Inc (TREX) Q1 2026 Earnings Call Transcript
Trex reported Q1 2026 net sales of $343 million, a modest 1% year‑over‑year increase, while gross margin rose to 40.5%, beating internal forecasts by 100 basis points. Adjusted EBITDA reached $103 million, up 2%, and free cash flow improved nearly 40% despite...
Guardant Health Inc (GH) Q1 2026 Earnings Call Transcript
Guardant Health reported Q1 2026 revenue of $302 million, a 48% year‑over‑year increase and the fastest annual growth in five years. Oncology revenue rose 36% to $205 million, driven by 86,000 tests—a 47% volume jump—while its Shield screening test generated $42 million from...
TSS Inc (TSSI) Q1 2026 Earnings Call Transcript
Total System Services (TSYS) reported a solid Q1 2019 performance, with total GAAP revenue of $1.03 billion, a 4.8% year‑over‑year increase, and adjusted EBITDA margin expanding 108 basis points to 36.4%. Net revenue rose across all three segments, highlighted by an...
ESAB Corp (ESAB) Q1 2026 Earnings Call Transcript
ESAB Corp reported record Q1 2026 results, with total core sales of $715 million, a 10% year‑over‑year increase, and adjusted EBITDA of $136 million, up 6% and delivering a 19% margin. The company highlighted strong performance from recent acquisitions, notably EWM and...
NCR Voyix Corp (VYX) Q1 2026 Earnings Call Transcript
NCR Voyix Corp reported flat total revenue of $606 million in Q1 2026, while recurring software and services revenues each grew 4%. Adjusted EBITDA rose 5% to $78 million, and non‑GAAP EPS increased 25% to $0.10 per share despite a GAAP loss driven...
Paylocity Holding Corp (PCTY) Q3 2026 Earnings Call Transcript
Paylocity reported Q3 fiscal 2026 revenue of $10.3 billion, up 10.5% year‑over‑year, and recurring revenue grew 11.6% to $469.9 million, surpassing the top end of guidance. Adjusted EBITDA reached $220.2 million with a 43.8% margin, beating expectations by $16.2 million, while free cash flow...
Sabre Corp (SABR) Q1 2026 Earnings Call Transcript
Sabre Corp reported Q1 2026 revenue of $760 million, an 8% year‑over‑year increase, with Marketplace and Airline Technology both contributing to growth. Normalized adjusted EBITDA climbed 21% to $169 million, expanding margin to 22.2%, while free cash flow turned negative $155 million because...
Kontoor Brands Inc (KTB) Q1 2026 Earnings Call Transcript
Kontoor Brands reported record full‑year revenue, up 18% to a projected $3.4‑$3.45 billion, driven by strong Wrangler performance and the Helly Hansen acquisition. Adjusted operating earnings rose more than 20% and cash from operations exceeded $450 million, supporting debt repayment, share repurchases...
Eastman Kodak Co (KODK) Q1 2026 Earnings Call Transcript
Eastman Kodak reported Q1 2026 results, posting $290 million revenue, a 9% increase, and a gross margin of 23%. Operational EBITDA jumped 144% to $22 million, while adjusted net loss narrowed to $12 million. A $1.023 billion pension‑reversion transaction delivered $870 million net proceeds, enabling...
Mitek Systems Inc (MITK) Q2 2026 Earnings Call Transcript
Mitek Systems reported fiscal 2025 total revenue of $180 million, with Q4 revenue of $44.8 million, up 4% year‑over‑year. SaaS revenue accelerated to 21% annual growth, now representing 43% of total revenue, and adjusted EBITDA reached $54 million, delivering a 30% margin. The...
ACM Research Inc (ACMR) Q1 2026 Earnings Call Transcript
ACM Research reported Q1 2026 revenue of $231.3 million, up 34 percent year‑over‑year, and shipments of $240.7 million, up 53.6 percent. Growth was driven by a tripling of electro‑chemical plating (ECP) revenue and strong advanced‑packaging sales, while gross margin reached 46.5 percent, above the midpoint...
Kelly Services Inc (KELYA) Q1 2026 Earnings Call Transcript
Kelly Services reported Q1 2021 revenue of $1.2 billion, a 4.4% decline year‑over‑year, while all operating segments returned to profitability. The company highlighted strong performance in its OCG, Education, and International units, with OCG revenue up 8% YoY. Kelly completed its...
Tripadvisor Inc (TRIP) Q1 2026 Earnings Call Transcript
Tripadvisor reported Q1 2026 consolidated revenue of $382 million, a 4% decline but in line with internal guidance, while adjusted EBITDA of $22 million beat forecasts. The Experiences segment saw bookings grow 11% and conversion improve over 20% despite macro‑related...
Restaurants Really Don’t Want to Sell Fake Meat — and Beyond Meat Is Suffering
Beyond Meat, now rebranding as Beyond The Plant Protein Co., warned that second‑quarter sales will fall between $60 million and $65 million, below analysts’ $67 million estimate. The forecast triggered a more than 15% after‑hours drop in its shares, extending a 12‑month decline...
Onsemi Q1 2026 Revenue $1.513 Billion, Core Metrics Beat Expectations
onsemi reported Q1 2026 revenue of $1.513 billion, topping the midpoint of its guidance, with GAAP and non‑GAAP gross margins steady at 38.5%. GAAP operating margin fell to 3.5% while non‑GAAP margin held at 19.1%, and diluted EPS was $0.08 GAAP...
Sensata Technologies' Q1 Sales Reach $934.8 Million, Up 2.6% Year-on-Year
Sensata Technologies reported first‑quarter 2025 sales of $934.8 million, a 2.6% year‑on‑year increase, while adjusted operating income reached $174 million, delivering an 18.6% margin. Free cash flow stood at $104.6 million, leaving the company with $635.1 million in cash reserves. Although full‑year revenue slipped...
UWM Posts Strong Q1 in the Midst of Two Harbors Battle
UWM Holdings reported a strong first‑quarter, posting GAAP net earnings of $170.4 million, a turnaround from a $247 million loss a year earlier. Adjusted EBITDA slipped to $160.9 million, reflecting lower quarterly earnings despite solid loan‑originations of roughly $45 billion. The company is accelerating...
This AI Stock Was Left for Dead. Now Traders Are Betting Big on a Comeback
Super Micro Computer (SMCI), a data‑center server maker, saw its stock rise 15% after earnings, though it remains 49% below last year’s peak. Options traders are heavily bullish, with call volume about five times puts and call premiums accounting for...
Paytm Reports Rs 2,264 Cr Revenue and Rs 183 Cr Profit in Q4 FY26
Paytm (One97 Communications) posted Q4 FY26 revenue of ₹2,264 cr ($273 m), an 18% year‑on‑year increase, and turned a profit of ₹183 cr ($22 m) after a loss in the same quarter last year. Full‑year FY26 revenue rose 22% to ₹8,437 cr ($1.02 bn) and the...
Super Micro Computer Stock Explodes After Bullish Forecast
Super Micro Computer (SMCI) shares jumped 16.1% to $32.32 after the company issued a stronger‑than‑expected fourth‑quarter revenue outlook. Adjusted third‑quarter earnings beat estimates at $0.84 per share, though revenue fell short because of delayed cloud‑deployment infrastructure. Five analysts raised price...
DigitalOcean’s AI Surge: How Far Can This Rally Go?
DigitalOcean (DOCN) posted a strong Q1, with revenue up more than 22% year‑over‑year and AI‑related annual recurring revenue (ARR) soaring 221%. Large‑client ARR jumped 180%, and the company lifted its guidance to at least 50% revenue growth for the next...
Edgewell Beats Estimates, Warn of Inflation Pressure
Edgewell Personal Care posted second‑quarter net sales of $519.5 million, up 0.6% and ahead of the $516.4 million consensus, while adjusted earnings per share topped analyst forecasts. Grooming brand Cremo led growth with a 6.3% increase, but adjusted gross margin slipped 310...
Meesho Posts Rs 3,531 Cr Revenue in Q4 FY26; Losses Trim 88%
Meesho reported Q4 FY26 revenue of ₹3,531 crore (≈$425 million), a 47% year‑on‑year increase, while total income reached ₹3,647 crore (≈$440 million) including other income. Quarterly losses shrank dramatically to ₹166 crore (≈$20 million), an 88% reduction from the same period a year earlier. For the...
PB Fintech Reports Rs 2,061 Cr Revenue in Q4 FY26; Profit Rises 54%
PB Fintech reported Q4 FY26 operating revenue of Rs 2,061 cr (~$251 m), up 37% year‑on‑year, driven largely by its PolicyBazaar platform. Net profit rose 54% to Rs 261 cr (~$3.2 m) as insurance‑broking revenue reached Rs 1,901 cr (~$23 m), representing 92% of total earnings....
Joby Publishes Q1 2026 Results – “USD2.5 Billion in Cash and Operations Start This Year”
Joby Aviation reported Q1 2026 results, ending the quarter with $2.5 billion in cash, $24 million in revenue and a $110 million net loss. Operating expenses rose to $258 million, driven by higher R&D, SG&A and stock‑based compensation. The company achieved key certification milestones, including...
Coforge Surges 8% as Strong Q4 Margins and Analyst Upgrades Lift Sentiment
Coforge Limited’s shares jumped over 8% after the company posted a record‑high Q4 FY26 EBIT margin of 16.6% and a 30% year‑on‑year revenue increase to ₹4,450 crore (about $536 million). Adjusted profit after tax rose 145% sequentially to ₹612 crore, boosted by a...
Deluxe Corp (DLX) Q1 2026 Earnings Call Transcript
Deluxe Corp reported FY 2025 revenue of $2.13 billion, up 0.5% YoY, with adjusted EBITDA of $431.5 million and a 20.2% margin, marking a 6% profit expansion. Free cash flow reached $175 million, hitting the 2026 target a year early, while net debt...
Barrett Business Services Inc (BBSI) Q1 2026 Earnings Call Transcript
Barrett Business Services reported Q1 2026 gross billings of $2.16 billion, a 3.5% increase that met internal forecasts. PEO billings rose 3.7% while staffing revenue plunged 21% to $14 million amid client hiring hesitation. Worksite employee count grew 2% (about 5,300 net)...