Gevo Inc (GEVO) Q1 2026 Earnings Call Transcript
Gevo reported Q1 2026 revenue of $43 million, up from $29 million a year earlier, and posted a non‑GAAP adjusted EBITDA of $9 million, a turnaround from a $15 million loss. The company sold 57% of its carbon attributes and generated nearly 20,000 tons of engineered CDRs, boosting margins. Management reaffirmed full‑year adjusted EBITDA guidance of $30 million and a $40 million annualized run‑rate target, while announcing a debottlenecking project and a plan to double North Dakota ethanol capacity. Project NorthStar, after exiting DOE loan guarantees, is pursuing private financing with an expected $150 million annual EBITDA once commissioned.
Monte Rosa Therapeutics Inc (GLUE) Q1 2026 Earnings Call Transcript
Monte Rosa Therapeutics reported Q1 2026 worldwide revenue of $141.2 million, a 14.3% year‑over‑year increase, driven primarily by strong U.S. sales of its AtriClip and Cryosphere product lines. Adjusted EBITDA rose to $17 million, nearly doubling the prior‑year quarter, while gross margin...
Fox Factory Holding Corp (FOXF) Q1 2026 Earnings Call Transcript
Fox Factory reported Q1 2026 net sales of $368.7 million, up 3.9% year‑over‑year and at the high end of its guidance, while adjusted EBITDA reached $35.7 million, also surpassing the top of the forecast range. Gross margin slipped to 28.9%...
Inogen Inc (INGN) Q1 2026 Earnings Call Transcript
Inogen reported Q1 2026 revenue of $85.1 million, a 3.4% year‑over‑year increase driven primarily by an 18% surge in international sales and a 14% rise in unit volumes. U.S. revenue fell 5% as rental and direct‑to‑consumer channels faced mix‑shift pressure,...
Howard Hughes Holdings Inc (HHH) Q1 2026 Earnings Call Transcript
Howard Hughes Holdings reported a record $476 million MPC earnings before taxes, driven by the sale of 621 residential acres at $890,000 per acre, and an 8% rise in operating asset NOI to $276 million. The company forecast 2026 adjusted...
I3 Verticals Inc (IIIV) Q2 2026 Earnings Call Transcript
I3 Verticals reported a balanced revenue mix, with utilities, transportation, education and public administration each contributing roughly 25% of total sales. Seasonal patterns show Q4 delivering the strongest quarter at about 27% of annual revenue, while professional services are expected...
Gogo Inc (GOGO) Q1 2026 Earnings Call Transcript
Gogo reported first‑quarter 2026 revenue of $226.3 million, a modest 2% decline year‑over‑year, while equipment revenue surged 22% on strong 5G and Galileo shipments. Adjusted EBITDA fell 14% YoY to $53.3 million but rose 41% sequentially, and net income jumped to $13.1 million...
Cytek Biosciences Inc (CTKB) Q1 2026 Earnings Call Transcript
Cytek Biosciences reported Q1 2026 revenue of $44.1 million, a 6% year‑over‑year increase driven primarily by a 32% surge in U.S. sales and strong growth in recurring services and reagents. Recurring revenue now represents 35% of total revenue, up 19%, while...
Griffon Corp (GFF) Q2 2026 Earnings Call Transcript
Griffon Corp reported Q2 2026 revenue of $422 million, a modest 1% decline year‑over‑year, driven by a 6% drop in residential volume offset by a 5% price‑mix improvement. Adjusted EBITDA fell 4% to $98 million, with the EBITDA margin slipping...
Progyny Inc (PGNY) Q1 2026 Earnings Call Transcript
Progyny reported Q1 2026 revenue at the top of its $1.365‑$1.405 billion outlook, with net income and adjusted EBITDA also beating guidance. The company raised full‑year forecasts for revenue, EBITDA, and earnings per share, citing strong member engagement and margin expansion...
Full House Resorts Inc (FLL) Q1 2026 Earnings Call Transcript
Full House Resorts reported Q1 2026 revenue of $74.4 million, a modest 0.9% organic increase after excluding the Stockman's Casino sale, while adjusted EBITDA climbed 15% to $13.2 million. All operating properties posted EBITDA improvements, highlighted by an 8% rise at American...
Strattec Security Corp (STRT) Q3 2026 Earnings Call Transcript
Strattec Security reported a 4.5% year‑over‑year revenue decline in Q3 2026, driven mainly by EV program cancellations and lower sales to Ford and Hyundai Kia. Gross margin improved to 16.5%, up 50 basis points, helped by restructuring savings and tariff recoveries....
Aspen Aerogels Inc (ASPN) Q1 2026 Earnings Call Transcript
Aspen Aerogels reported Q1 2026 revenue of $37.9 million, an 8% sequential decline, while GAAP net loss narrowed to $23.7 million and adjusted EBITDA improved 29% to a loss of $12.7 million. The company bolstered its balance sheet with $37.6 million in General Motors...
Harmony Biosciences Holdings Inc (HRMY) Q1 2026 Earnings Call Transcript
Harmony Biosciences reported record Q1 product revenue of $243.8 million, a 21% increase year‑over‑year, driven by sustained demand for its Wakix sleep‑wake therapy. The company added roughly 400 patients per quarter, reaching about 8,500 on Wakix, and reaffirmed 2026 revenue guidance...
Liquidity Services Inc (LQDT) Q2 2026 Earnings Call Transcript
Liquidity Services reported Q1 2026 gross merchandise volume of $398 million, a 3% year‑over‑year increase, while GAAP revenue slipped 1% to $121.2 million due to a shift toward consignment sales. Profitability rose sharply, with GAAP net income up 29% and...
Vital Farms Inc (VITL) Q1 2026 Earnings Call Transcript
Vital Farms reported a record Q1 2026 revenue of $198.9 million, up 37.2% year‑over‑year, driven by strong volume growth and favorable price mix. Gross margin expanded to 37.7%, surpassing its 35% long‑term target, while adjusted EBITDA surged 81.3% to $27.4 million, representing...
Loar Holdings Inc (LOAR) Q1 2026 Earnings Call Transcript
Loar Holdings reported a record Q1 2026 with sales of $156 million, up 11% year‑over‑year, and an adjusted EBITDA margin of 40.5%, surpassing its IPO target. The company posted a book‑to‑bill ratio above 1.2 and a record defense backlog, while...
Hudson Pacific Properties Inc (HPP) Q1 2026 Earnings Call Transcript
Hudson Pacific Properties reported a transformative 2025, completing $330 million of strategic asset sales and over $2 billion of capital transactions that doubled liquidity to $934 million. The REIT cut net debt by 22%, improved debt‑to‑book to 31.9%, and reduced G&A expenses 33%...
Heritage Insurance Holdings Inc (HRTG) Q1 2026 Earnings Call Transcript
Heritage Insurance Holdings reported a strong Q1 2020, with book value per share up 9% YoY to $16.11 and gross premiums written rising 8.9% to $229.1 million. Net income increased to $7.6 million, and the net combined ratio improved to 95.2%, reflecting...
Scholar Rock Holding Corp (SRRK) Q1 2026 Earnings Call Transcript
Scholar Rock Holding Corp reported $368 million in cash and secured a $550 million debt facility, providing ample liquidity for 2026 initiatives. The FDA completed a reinspection of the Catalent Indiana site with no further requests, clearing the path for an imminent...
Alta Equipment Group Inc (ALTG) Q1 2026 Earnings Call Transcript
Alta Equipment Group posted Q1 2026 revenue of $410.5 million, a 3% year‑over‑year decline driven by pull‑forward sales in Q4 and an unusually harsh winter that suppressed equipment sales and rental utilization. Adjusted EBITDA came in at $28.1 million, below internal expectations,...
Vaxart Inc (VXRT) Q1 2026 Earnings Call Transcript
Novavax reported Q1 2026 revenue of $140 million, a 79% YoY decline driven by a prior‑year non‑cash sales event. Supply sales rose 139% to $33 million, while licensing royalties and other revenue jumped 116% to $97 million. The company ended...
Expensify Inc (EXFY) Q1 2026 Earnings Call Transcript
Expensify Inc. reported Q1 2026 revenue of $34 million, a 6% year‑over‑year decline, while interchange revenue rose 10% to $5.5 million. GAAP net loss was $2.3 million, but non‑GAAP earnings reached $3.6 million and adjusted EBITDA hit $6.2 million. Free cash flow stood at $2.5 million...
Athabasca Oil Reports Strong 2026 First Quarter Results and Increased Cash Flow Outlook
Athabasca Oil Corp posted Q1 2026 results showing 7% production growth to 40,242 boe/d, adjusted funds flow of $128 million and free cash flow of $20 million. The Leismer expansion is on schedule, with $81 million spent this quarter and roughly 90% of the $300 million...
Analyst Triples Target on Terra Metals to 84c, Tipping 205pc Upside
East Coast Research has tripled its price target for Australian PGM junior Terra Metals to 84 cents, implying a 205% upside from the current 32c price. The upgrade follows a high‑grade Southwest discovery at the Dante project, which returned a peak...
First National Bank Alaska Announces Unaudited Results for First Quarter 2026
First National Bank Alaska posted unaudited Q1 2026 net income of $21.2 million, or $6.68 per share, up from $17.7 million a year earlier. Assets grew to $5.1 billion, while loans rose to $2.8 billion, supporting a 25‑basis‑point increase in return on assets to 1.67%....
Imperial Reports First Quarter 2026 Financial Results
Imperial Metals posted Q1 2026 revenue of $154.6 million, down 12% year‑over‑year, as copper production fell to 10.1 million pounds and gold output slipped to 13,641 ounces. Higher commodity prices – $5.83 per pound of copper and $4,877 per ounce of gold – helped keep...
Taseko Announces Continued Strong Operational and Financial Results in the First Quarter 2026
Taseko Mines posted a strong first‑quarter 2026, with Adjusted EBITDA of $93 million and earnings from mining operations of $115 million, up 172% and 195% year‑over‑year. Revenue reached $237 million driven by 27 million lb of copper and 708 thousand lb of molybdenum sold. Gibraltar mine produced...
Petrus Resources Announces First Quarter 2026 Financial and Operating Results
Petrus Resources reported Q1 2026 results, noting a 13% production increase to 10,054 boe/d after closing a Cardium acquisition that added roughly 2,000 boe/d and boosted liquids weighting. Funds flow rose 7% to CAD 13.3 million (≈US 9.8 million) while capital spending reached CAD 21.5 million (≈US 15.9 million). The deal...
B2Gold Reports Q1 2026 Results
B2Gold reported a strong first‑quarter 2026, producing 237,763 ounces of gold and generating $200 million in net income ($0.15 per share). Cash operating costs fell to $1,005 per ounce produced and all‑in sustaining costs improved to $1,964 per ounce sold, while...
Erdene Announces Q1 2026 Results
Erdene Resource Development reported a strong Q1 2026, with its 50%‑owned Bayan Khundii gold mine achieving commercial production at 94% of target throughput and 96% gold recovery. The mine sold 8,527 ounces of gold and 3,135 ounces of silver, generating US$42 million in...
Ark Mines Eyes Gold Credit Upside From Shallow Sandy Mitchell Drilling
Ark Mines (ASX: AHK) reported shallow gold intersections from paleochannel drilling at its Sandy Mitchell rare‑earth project in northern Queensland. Assays showed up to 0.27 g/t gold over one‑metre intervals, which gravity concentration raised to as high as 4.5 g/t. The company...
BOA Paces CODI’s Active Lifestyle Growth in Q1, 5.11 and PrimaLoft Show Declines
Compass Diversified (CODI) posted mixed Q1 2026 results, with BOA sales up 6.7% to $52.1 million and adjusted EBITDA rising 10.7% to $22 million, while 5.11 and PrimaLoft revenues fell 4.2% and 7.3% respectively. Velocity Outdoor turned EBITDA positive, growing sales 4.7%...
Mutual Funds Accelerate Launch of New Passive Investment Products
Mutual‑fund houses in India are fast‑tracking new passive ETFs as equity markets recover. SBI Mutual Fund will debut two ETFs – the Nifty200 Value 30 and the Nifty Smallcap 250 – on May 7, offering value‑screened large‑cap exposure and broad small‑cap coverage. Groww...
Despite Enthusiasm over Its ChatGPT Tie-Up, Criteo’s Shares Slide on Downgraded Revenue Forecast
Criteo announced a partnership with OpenAI that generated excitement, but its Q1 results fell short of expectations, prompting a share‑price decline. Revenue dropped 6% year‑on‑year to $425 million, with retail‑media revenue plunging 31% to $41.3 million. The company cut its 2026 revenue...
Tech Drives Entravision Surge as Radio Segment Loses Ground
Entravision Communications posted a 114% jump in consolidated Q1 2026 revenue, driven primarily by its Advertising Technology and Services segment, which surged 204% to $154.6 million. The ATS growth was anchored by AI‑enhanced programmatic platforms and a single Asian advertiser that...
Resources Top 5: Caprice Soars 67% on Bonanza Gold, Redcastle Closes in on Production
Caprice Resources announced a bonanza‑grade gold intercept at its Island project in Western Australia, with a 22‑metre section averaging 66.2 g/t Au and an 8‑metre zone of 181 g/t, sending the stock up 67%. Redcastle Resources secured a Mining Development and Closure...
Sound Point Meridian Capital Preferreds: Inadequate Compensation For Embedded Credit Risk
Sound Point Meridian Capital’s preferred shares (SPMA, SPME) currently trade near par and offer an approximate 8% dividend yield. However, the company’s fundamentals have deteriorated, with common‑stock NAV dropping from about $20 at the IPO to roughly $9.5 and asset‑coverage...
Cricut, Inc. (CRCT) Q1 2026 Earnings Call Transcript
Cricut, Inc. hosted its first‑quarter 2026 earnings conference call on May 6, 2026, featuring CEO Ashish Arora, CFO Kimball Shill and VP of Finance Michael Hoade. The call was webcast live and the transcript, slides, and supplemental data were posted to investor.cricut.com. Analysts from Morgan...
Austral Resources Returns 15.98% Copper Grades From Drilling at Cameron River’s Snow Queen Prospect
Austral Resources (ASX: AR1) announced drilling results from the Snow Queen prospect that include a 10‑metre interval grading 7.52% copper, with a standout 4‑metre section at 15.98% copper. The high‑grade intercept confirms a breccia‑controlled mineralised corridor along the Hardway Granite...
BlackRock-Backed GIP Mulls IPOs for Pristine, Ascend at $500 Mn Valuations
BlackRock‑backed Global Infrastructure Partners (GIP) is weighing initial public offerings for its Indian assets Pristine Logistics and Ascend Telecom, each slated at roughly $600 million. The move follows BlackRock’s $12.5 billion acquisition of GIP two years ago and signals an exit strategy...
Rxsight Inc (RXST) Q1 2026 Earnings Call Transcript
RxSight reported fourth‑quarter 2025 sales of $32.6 million, a 19% year‑over‑year decline driven by sharply lower Light Delivery Device placements. The Light Adjustable Lens now represents 86% of revenue, lifting gross margin to a record‑high 77.5%. Despite a full‑year revenue increase...
Taskus Inc (TASK) Q1 2026 Earnings Call Transcript
TaskUs reported Q1 2024 revenue of $227.5 million, topping the high end of its guidance, and generated $50.6 million of adjusted EBITDA, delivering a 22.2% margin. Revenue fell 3.3% year‑over‑year, driven by a 45% decline in U.S. deliveries, while offshore...
908 Devices Inc (MASS) Q1 2026 Earnings Call Transcript
908 Devices reported Q4 2025 revenue of $17.4 million, a 21% year‑over‑year increase, driven by strong demand for its Explorer and newly launched Viper platforms. Adjusted EBITDA turned positive at $700,000, a stark reversal from a $4 million loss a year...
Safety Insurance Group Inc (SAFT) Q1 2026 Earnings Call Transcript
Safety Insurance Group reported a solid first‑quarter 2026 performance, with net premiums earned climbing 9% to $75.1 million and gross premiums written up 5.6% to $88.5 million. The company posted a combined ratio of 93.2% and retained 92.4% of renewing policies, delivering...
Madrigal Pharmaceuticals Inc (MDGL) Q1 2026 Earnings Call Transcript
Madrigal Pharmaceuticals reported its Q1 2026 earnings, highlighting that Rezdiffra generated $958 million in net sales for its first full year, nearly $1 billion in total revenue. Patient enrollment rose to 36,250, reflecting strong sequential growth in the expanding MASH market. The...
Taboola.com Ltd (TBLA) Q1 2026 Earnings Call Transcript
Taboola.com Ltd. reported Q4 2025 revenue of $522.3 million, up 6%, and full‑year revenue of $1.91 billion, up 8%. Ex‑TAC gross profit grew 7% to $714 million with a 41% margin, while adjusted EBITDA reached $215.5 million, delivering a 30% margin. Free cash flow...
Savers Value Village Inc (SVV) Q1 2026 Earnings Call Transcript
Savers Value Village reported Q1 2026 net sales of $403 million, an 8.9% increase, with U.S. sales rising 11.2% and comparable store sales up 6.4%. Canadian segment profit margin expanded 310 basis points despite a 0.6% dip in comparable sales, reflecting...
Zevra Therapeutics Inc (ZVRA) Q1 2026 Earnings Call Transcript
Zevra Therapeutics reported Q1 2026 net revenue of $36.2 million, a 78% year‑over‑year increase, driven primarily by MyPlifer sales of $24.6 million and a $10.2 million expanded‑access program. The company completed the $50 million divestiture of its SDX portfolio, recorded a $43.3 million one‑time gain...
Flowco Holdings Inc (FLOC) Q1 2026 Earnings Call Transcript
Flowco Holdings reported fourth‑quarter 2025 adjusted EBITDA of $83.5 million, up $6.7 million sequentially and 11% year‑over‑year, on revenue of $197 million. Rental revenue topped $110 million for the first time, driving a 42.4% adjusted EBITDA margin and generating $63 million of free cash flow...