Edgewell Personal Care Co (EPC) Q2 2026 Earnings Call Transcript
Edgewell Personal Care closed its sale of the feminine‑care business to Essity on February 2, 2026, stripping a non‑core segment and trimming adjusted EPS by roughly $0.44 per share. Organic net sales slipped 0.5% as Sun and Skin Care drove an 8% organic rise while Wet Shave fell about 4% and lost U.S. share. Gross margin fell 210 basis points, partially offset by 240 basis points of productivity savings, and adjusted EBITDA dropped to $25 million. Management reaffirmed FY2026 guidance, targeting modest organic sales growth, margin improvement, debt reduction to three‑times leverage, and continued brand investment.
Kennametal Inc (KMT) Q3 2026 Earnings Call Transcript
Kennametal reported a 3% organic sales increase in Q3 2026, its first organic growth in eight quarters, and adjusted EPS rose to $0.34. Margin expansion to a 15.3% adjusted EBITDA margin was driven by price actions, tariff surcharges, and $8 million...
Borgwarner Inc (BWA) Q1 2026 Earnings Call Transcript
BorgWarner reported $14.3 billion in net sales for 2025, a modest $200 million increase driven by 23% growth in light‑vehicle e‑product sales. Adjusted operating margin rose to 10.7% and adjusted EPS grew 14% YoY, while free cash flow exceeded $1.2 billion, up 66%,...
Bloomin' Brands Inc (BLMN) Q1 2026 Earnings Call Transcript
Bloomin' Brands reported Q1 2022 revenue of $1.14 billion, a 15.5% increase year‑over‑year, and adjusted EPS of $0.80, up 11%. Comparable restaurant sales rose 14% driven by higher pricing, mix and traffic, while off‑premises digital orders accounted for 79% of U.S....
Geo Group Inc (GEO) Q1 2026 Earnings Call Transcript
The GEO Group reported Q1 2024 revenue of $606 million, a 7% year‑over‑year increase, and GAAP net income of $23 million. Adjusted EBITDA reached $118 million, with owned/leased facilities up 7%, managed‑only revenues up 14% and non‑residential services up 19%...
Astec Industries Inc (ASTE) Q1 2026 Earnings Call Transcript
Astec Industries reported record Q4 net sales of $400.6 million and an 8.1% full‑year sales increase, driven by organic growth and the recent TerraSource and CWMF acquisitions. Adjusted EBITDA rose to $44.7 million for the quarter and $140.7 million for the year, lifting...
Super Micro Stock Jumps 18% on Guidance Beat as Revenue More than Doubles
Super Micro Computer’s shares surged 18% in after‑hours trading after the company posted adjusted earnings of $0.84 per share, topping the $0.62 consensus, despite revenue of $10.24 billion missing the $12.33 billion estimate. Revenue more than doubled year‑over‑year, climbing 123% as AI‑focused...
Pan American Silver Reports First Quarter 2026 Financial Results; Strong Mine Operating Earnings Lead to Record Cash Balance and an...
Pan American Silver reported Q1 2026 results, generating $488 million in free cash flow and a record $1.8 billion cash balance. Revenue reached $1.2 billion, with net earnings of $456 million and attributable silver production of 6.44 million ounces. The board approved an enhanced shareholder return...
Coty Reinstates Annual Profit Target, Warns of Middle East Challenges
Coty reinstated its 2026 adjusted earnings‑per‑share target at 33‑35 cents, outpacing the 27‑cent consensus, after a February pull‑back of its outlook. The beauty group posted a Q3 net loss of $411.4 million and adjusted loss of 3 cents per share, while revenue edged...
First Look: GXO Logistics Posts Q1 Double-Digit Revenue Growth
GXO Logistics kicked off 2026 with first‑quarter revenue of $3.3 billion, up 10.8 % YoY, and a swing back to profitability, posting a $5 million net income after a $95 million loss a year earlier. Adjusted EBITDA rose 22.7 % to $200 million and adjusted EPS...
AI Data Center Stock Crashes On Earnings, But Two Others Top Views
Primoris reported a 40% year‑over‑year drop in adjusted EPS to $0.59 and a 5.4% revenue decline to $1.6 billion, prompting a 31% plunge in its shares and a full‑year outlook below consensus. In contrast, Everus Construction posted a 58% EPS surge...
Super Micro’s Stock Surges as Wall Street Cheers a Margin Recovery
Super Micro Computer posted a fiscal third‑quarter that missed revenue estimates but beat profit expectations, prompting an 18% surge in its shares during after‑hours trading. The revenue shortfall reflected a brief slowdown in data‑center orders, yet earnings per share topped...
Lucid Misses Revenue Expectations After Delivery Disruptions
Lucid Group reported first‑quarter revenue of $282.5 million, well below the $389.2 million analysts expected. A seat‑supplier quality problem halted Gravity SUV deliveries for 29 days in February, limiting deliveries to 3,093 vehicles despite producing 5,500. The automaker reaffirmed its 2025 production...
Astera Labs Delivers Hefty Beat-And-Raise First-Quarter Report
Astera Labs reported first‑quarter earnings of 61 cents per share on $308.4 million revenue, surpassing analysts’ expectations of 54 cents and $292.2 million. Year‑over‑year, earnings rose 85% and sales jumped 93%, underscoring rapid adoption of its AI‑focused connectivity solutions. The company raised...
Lumentum Earnings Top Estimates, Revenue Light Amid AI Data Center Boom
Lumentum Holdings reported fiscal Q3 earnings that beat estimates, with adjusted EPS soaring 315% to $2.37 and revenue jumping 91% to $808.4 million, driven by AI data‑center demand. The company’s guidance for the next quarter projects $980 million in revenue and $2.95...
Arcosa Inc Stock Hits All-Time High of 131.06 USD
Arcosa Inc. shares surged to an all‑time high of $131.06, with the stock trading just below that level at $130.98 and a market value of $6.42 billion. The stock has climbed 52.05% over the past year, reflecting strong investor confidence. In...
A Sirius Rise In Value For iHeartMedia Stock
iHeartMedia shares surged to $6.39 on March 20, the highest level since February 2023, after media reports hinted at merger discussions with SiriusXM. The rally follows a sharp rebound from a low of $2.49 earlier in the day and precedes...
Strength in the Air and Weakness in Ocean Mark Expeditors’ Strong 1Q
Expeditors International posted a strong first‑quarter earnings report, highlighted by a 5% year‑over‑year increase in air‑freight tonnage that lifted air margins. In contrast, ocean freight volume slipped 4% YoY, dragging down container revenue and pricing. The company’s customs‑brokerage segment saw...
Boise Cascade Reports $1.5 Billion in Q1 Sales
Boise Cascade reported Q1 2026 net sales of $1.5 billion, a 2% year‑over‑year decline, and net income of $17.8 million, down 56% from the prior year. Adjusted EBITDA fell 27% to $66.5 million. The wood‑product segment saw a 52% drop in net income,...
DA Davidson Upgrades Symbotic (SYM) to Buy
DA Davidson upgraded Symbotic Inc. (NASDAQ:SYM) to a Buy on April 15, raising its price target to $70 from $57, citing an "unparalleled AI‑enabled technology moat" and a cash‑rich balance sheet. The firm highlighted the recent strategic agreement with Associated...
IPG Photonics Announces First Quarter 2026 Financial Results
IPG Photonics reported first‑quarter 2026 revenue of $265.5 million, a 17% year‑over‑year increase driven primarily by a 21% surge in its Industrial Solutions segment. GAGAP gross margin slipped to 37.5% as tariffs and higher product costs weighed on profitability, while net...
Hugo Boss Reports Sharp Drop in Profits
Hugo Boss posted a 9% drop in first‑quarter revenue to €905 million (≈$986 million), with the Hugo label falling 23% and the Boss brand down 7%. After removing currency effects, revenue was still 6% lower, and all regions recorded declines—EMEA ‑10%, Americas ‑11%, Asia‑Pacific ‑6%. The...
Grab Hits Record Earnings as Demand Remains Elevated Despite Fuel Crisis
Grab Holdings posted a record first‑quarter, with revenue climbing 24% to $955 million and adjusted EBITDA jumping 46% to $154 million. Delivery revenue rose 23% to $510 million, mobility grew 19% to $337 million, and financial services surged 43% to $107 million. Profit surged from...
LoanDepot Inc (LDI) Q1 2026 Earnings Call Transcript
loanDepot reported a 15% rise in pull‑through weighted rate lock volume to $5.4 billion and a 20% jump in adjusted revenue to $278 million, narrowing its adjusted net loss to $25 million. The company’s gain‑on‑sale margin accelerated to 355 basis points, surpassing guidance,...
Devon Energy Corp (DVN) Q1 2026 Earnings Call Transcript
Devon Energy announced a merger with Cotera Energy that aims to generate $1 billion of pretax run‑rate synergies by the end of 2027. The company reported $3.1 billion of free cash flow for 2025, supporting a $2.2 billion shareholder return package and a...
Ferguson Enterprises Inc (FERG) Q1 2026 Earnings Call Transcript
Ferguson Enterprises reported Q1 2026 net sales of $7.8 billion, a modest 0.8% increase year‑over‑year, driven primarily by acquisition‑related growth as organic revenue slipped 0.3%. Total volume rose about 3% while commodity prices fell roughly 2%, compressing gross margin to 30.1%,...
Leonardo DRS Inc (DRS) Q1 2026 Earnings Call Transcript
Leonardo DRS reported 13% organic revenue growth to $3.6 billion in 2025, with adjusted EBITDA up 13% to $453 million. Backlog reached $8.7 billion and book‑to‑bill stayed above 1.2, supporting 2026 revenue guidance of $3.85‑$3.95 billion. The company boosted R&D by 40% and capex...
Lumentum Holdings Inc (LITE) Q3 2026 Earnings Call Transcript
Lumentum Holdings posted a record $665.5 million revenue for Q2 FY2026, up more than 65% year‑over‑year, driven by strong components sales and rapid growth in cloud transceivers, optical circuit switches (OCS) and co‑packaged optics (CPO). Non‑GAAP operating margin surged to 25.2%,...
Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript
MicroStrategy reported Q1 2024 results, highlighting a continued shift to cloud‑based subscriptions and aggressive Bitcoin accumulation. Subscription services revenue rose 22% to $23 million, while on‑prem license revenue dropped 26%, reflecting the transition to a recurring model. The company purchased 25,128...
KBR Inc (KBR) Q1 2026 Earnings Call Transcript
KBR reported Q1 2026 results showing a $1.85 billion revenue dip of $223 million year‑over‑year, primarily from award timing in Mission Tech Solutions and reduced EUCOM work. Adjusted EBITDA rose to $233 million, lifting the margin to 12.6% and boosting adjusted EPS to...
Alkermes Plc (ALKS) Q1 2026 Earnings Call Transcript
Alkermes reported $1.5 billion in 2025 revenue, driven by a 9% rise in its proprietary product portfolio, and closed the $775 million cash Avadel acquisition in February 2026, adding the LUMRIZE sleep‑medicine platform. The company forecast 2026 total revenue of $1.73‑$1.84 billion with...
Skyworks Solutions Inc (SWKS) Q2 2026 Earnings Call Transcript
Skyworks Solutions reported Q2 2026 revenue of $944 million and EPS of $1.15, both beating the top of guidance. Mobile accounted for 58% of sales while broad markets grew 10% YoY, driven by Wi‑Fi, data‑center and automotive segments. The company...
Pitney Bowes Inc (PBI) Q1 2026 Earnings Call Transcript
Pitney Bowes reported Q1 2021 revenue of $915 million, up 14% in constant currency, with adjusted EPS of $0.07 versus a GAAP loss of $0.18 driven by a $0.22 refinancing charge. Adjusted EBIT rose to $50 million, yielding a 5% margin, while...
Expro Group Holdings NV (XPRO) Q1 2026 Earnings Call Transcript
Expro Group reported $1.6 billion in full‑year revenue, matching guidance, and generated $303 million of adjusted EBITDA at a 22% margin, up 170 basis points year‑over‑year. Free cash flow more than doubled to $127 million, exceeding the $110‑$120 million outlook. The company closed the...
Super Micro Computer Inc (SMCI) Q3 2026 Earnings Call Transcript
Super Micro Computer reported fiscal Q3 2026 revenue of $10.2 billion, up 123% year‑over‑year but down 19% sequentially due to component shortages and delayed customer site readiness. Non‑GAAP gross margin rebounded to 10.1%, a 58% improvement from the prior quarter, driven...
Global Industrial Co (GIC) Q1 2026 Earnings Call Transcript
Global Industrial reported Q2 2025 revenue of $358.9 million, up 3.2% year‑over‑year, and posted a record gross margin of 37.1%, a 190‑basis‑point improvement. Operating income reached $33.5 million, lifting the operating margin to 9.3% and generating $31.8 million of cash flow. Growth was...
BlackLine Inc (BL) Q1 2026 Earnings Call Transcript
BlackLine reported Q1 2026 revenue of $183 million, an 8% year‑over‑year increase, and annual recurring revenue climbing to $702 million, up nearly 10%. Platform pricing adoption accelerated, representing 11% of eligible ARR and driving 75% of new bookings. AI‑enabled Verity agents saw...
Qorvo Inc (QRVO) Q4 2026 Earnings Call Transcript
Qorvo reported fiscal Q4 2026 revenue of about $800 million, non‑GAAP gross margin of 48‑49% and diluted EPS of $1.20, meeting guidance. Management emphasized a $300 million year‑over‑year decline in Android revenue as the company exits low‑margin mass‑tier segments, while targeting roughly...
Knife River Corp (KNF) Q1 2026 Earnings Call Transcript
Knife River reported record third‑quarter 2025 results, posting $1.2 billion revenue and $273 million adjusted EBITDA, driving the EBITDA margin to 22.7%. The performance was powered by the integration of Strata Corporation, which boosted ready‑mix volumes by 16% and lifted aggregates pricing...
Jacobs Solutions Inc (J) Q2 2026 Earnings Call Transcript
Jacobs Solutions reported a 22% rise in adjusted EPS to $1.75 and a record $27 billion backlog, prompting a second raise of FY 2026 guidance. Organic net revenue grew 9% while the data‑center and AI ecosystem now accounts for roughly 10‑11% of...
UL Solutions Inc (ULS) Q1 2026 Earnings Call Transcript
UL Solutions reported a record year with total revenue of $3.1 billion, up 6.4% year‑over‑year, and adjusted EBITDA margin expanding to 25.9%, a 300‑basis‑point improvement. The company generated $403 million of free cash flow, repaid $253 million of debt, and raised its quarterly...
Bristow Group Inc (VTOL) Q1 2026 Earnings Call Transcript
Bristow Group reported adjusted EBITDA of $246 million for 2025, a 4% increase year‑over‑year, and reaffirmed its 2026 outlook with adjusted EBITDA projected between $295 million and $325 million, roughly 25% growth. Total revenue rose to $1.46 billion, and the company...
Workiva Inc (WK) Q1 2026 Earnings Call Transcript
Workiva reported Q3 2025 total revenue of $224 million, up 21% year‑over‑year, and subscription revenue of $210 million, rising 23% and surpassing the top end of its guidance. The company posted a non‑GAAP operating margin of 12.7%, beating expectations by 470 basis...
Peabody Energy Corp (BTU) Q1 2026 Earnings Call Transcript
Peabody Energy reported record safety and environmental performance in Q4 2025 and launched longwall mining at its Centurion mine ahead of schedule. The mine is slated to ship 3.5 million tons of premium hard‑coking coal in 2026, rising to 4.7 million tons...
Neurocrine Biosciences Inc (NBIX) Q1 2026 Earnings Call Transcript
Neurocrine Biosciences reported Q1 2026 results with total product sales exceeding $2.8 billion, a 22% year‑over‑year increase driven by strong performance of INGREZZA and the first‑year launch of CRENESSITY. INGREZZA generated over $2.5 billion, up 9%, while CRENESSITY posted more than $300 million, covering...
ON Semiconductor Clears Q1 Hurdles, But Stock Drops
ON Semiconductor posted Q1 adjusted earnings of 64 cents per share on $1.51 billion revenue, beating consensus estimates of 61 cents and $1.49 billion. Year‑over‑year earnings rose 16% while sales grew 4%, driven by a more than 30% sequential surge in its...
Advanced Energy Industries Tops Views, But Stock Tumbles Late
Advanced Energy Industries reported Q1 adjusted earnings of $2.09 per share on $511 million in sales, surpassing consensus estimates of $1.98 EPS and $505.8 million revenue. Year‑over‑year earnings jumped 70% and sales rose 26%, while the company guided Q2 EPS to $2.18...
Diamondback Energy, Oil Stocks Skid On Earnings After Solid Rallies
Diamondback Energy posted Q1 earnings of $4.23 per share on $4.24 billion revenue, beating analysts’ forecasts despite a 7% EPS dip. The company raised its annual production and capital‑expenditure guidance, targeting 5% growth and moving forward with its $26 billion Endeavor merger....
Saia Reports Mixed Operating Metrics in Q1
Saia Inc., the Johns Creek‑based less‑than‑truckload carrier, posted Q1 net income of $49.9 million, or $1.86 per diluted share, beating analyst forecasts. Total operating revenue rose 2.4% to $806.2 million, yet the operating ratio slipped to 91.7% from 91.1%, a 60‑basis‑point increase....
3 Medical Info Systems Stocks Riding the GenAI Wave in a Tough Market
The medical information systems sector is riding a wave of generative AI despite a tough market, with AI‑in‑healthcare projected to grow at a 38.6% CAGR through 2030. Remote‑care demand and smart‑health product growth are driving a market that could reach...