Universal Technical Institute Inc (UTI) Q2 2026 Earnings Call Transcript
Universal Technical Institute reported Q2 2026 revenue of $221.4 million, a 6.7% year‑over‑year increase, driven by both its UTI and Concord divisions. Total new student starts rose 13.8% to 7,569, while average full‑time active students grew 7.2% to 26,385. The company reaffirmed its full‑year guidance, projecting $905‑$915 million in revenue and diluted EPS of $0.71‑$0.80. Management highlighted strong campus performance, notably a 60% enrollment beat at the new San Antonio campus, and outlined continued expansion of campuses and programs under its North Star strategy.
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...
Taysha Gene Therapies Inc (TSHA) Q1 2026 Earnings Call Transcript
Taysha Gene Therapies announced that its Rett syndrome gene therapy TSHA-102 has moved into pivotal development, securing FDA Breakthrough Therapy designation and written alignment on both the REVEAL pivotal and ASPIRE trial designs. Early Phase 1/2 data showed a 100%...
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...
Steven Madden Ltd (SHOO) Q1 2026 Earnings Call Transcript
Steven Madden reported Q1 2026 consolidated revenue of $653.1 million, an 18% increase largely fueled by the Kurt Geiger acquisition, while organic revenue fell 4.8% because of a steep private‑label decline. Direct‑to‑consumer sales exploded 83.8% year‑over‑year, yet the DTC segment posted an...
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...
Novavax Inc (NVAX) Q1 2026 Earnings Call Transcript
Novavax reported a Q1 2019 net loss of $43.2 million, improving from the prior year, while revenue fell 59% to $4 million as the Bill & Melinda Gates Foundation grant wound down. The company highlighted clinical milestones for its RSV vaccine ResVax,...
One Stop Systems Inc (OSS) Q1 2026 Earnings Call Transcript
One Stop Systems reported Q1 2026 revenue of $12.0 million, a 70.2% year‑over‑year increase, and achieved a record gross margin of 58.5%. The company completed the divestiture of its Bressner subsidiary, generating $22.4 million and sharpening its focus on rugged AI compute...
Gold Royalty Corp (GROY) Q1 2026 Earnings Call Transcript
Osisko Gold Royalties reported a strong Q1 2021, delivering nearly 20,000 gold equivalent ounces (GEOs) with a 97% cash margin. Record royalty and stream revenue reached CAD49 million, driving net earnings of CAD10.6 million versus a loss the prior year....
Quanterix Corp (QTRX) Q1 2026 Earnings Call Transcript
Quanterix Corp reported fourth‑quarter revenue of $43.9 million, a 25% year‑over‑year increase and 7% sequential growth, though organic revenue fell 22% as both Simoa and Spatial platforms declined over 20%. The company highlighted a $897 CMS reimbursement rate for its Lucent...
Accuray Inc (ARAY) Q3 2026 Earnings Call Transcript
Accuray reported Q3 fiscal 2026 revenue of $104.8 million, up 3% sequentially but down 7% year‑over‑year, with product revenue falling 13% and service revenue slipping 1%. Gross margins contracted to 24.1% as higher parts consumption and tariffs eroded profitability. The...
Sturm Ruger & Company Inc (RGR) Q1 2026 Earnings Call Transcript
Sturm Ruger reported Q4 2025 results on its March 3 2026 earnings call, showing a modest 3.6% rise in quarterly net sales to $151 million and a 1.9% increase for the full year to $546 million. Adjusted earnings came in at $0.84 per share after...
Gladstone Capital Corp (GLAD) Q2 2026 Earnings Call Transcript
Gladstone Capital Corp reported a 14% jump in interest income to $23.8 million and net originations of $103.1 million in Q2, driving a $63 million fair‑value increase in its investment portfolio. The firm completed a $149 million convertible note refinancing, reducing net debt to...
Agilon Health Inc (AGL) Q1 2026 Earnings Call Transcript
Agilon Health reported Q1 2026 revenue of $1.42 billion, down from a year earlier, as Medicare Advantage and ACO REACH memberships slipped to 426,000 and 110,000 respectively. Despite the headcount decline, medical margin rose to $149 million and adjusted EBITDA more than doubled...
Trinity Capital Inc (TRIN) Q1 2026 Earnings Call Transcript
Trinity Capital reported a record $40 million net investment income for Q4, a 15% year‑over‑year increase, and total investment income of $83 million, up 17.5%. Platform assets under management rose 38% to $2.8 billion, while net asset value hit $1.1 billion, a...
Holley Inc (HLLY) Q1 2026 Earnings Call Transcript
Holley Inc. posted Q4 2025 net sales of $155.4 million, a 10.9% year‑over‑year increase, and delivered full‑year revenue of $613.5 million—the first annual growth since 2021. Gross margin rose to 46.8% and adjusted EBITDA reached $33.2 million with a 21.4% margin, reflecting pricing...
J&J Snack Foods Corp (JJSF) Q2 2026 Earnings Call Transcript
J&J Snack Foods reported adjusted EBITDA of $28.7 million, up 9.5% YoY, and adjusted EPS of $0.40, up 14.3%, while net sales slipped 3.2% to $344.8 million. Margin expansion stemmed from the Apollo transformation, plant consolidations and a favorable sales mix, lifting...
Hagerty Inc (HGTY) Q1 2026 Earnings Call Transcript
Hagerty Inc. reported Q1 2026 results with total revenue of $357 million, up 19% year‑over‑year, driven by a 19% rise in written premiums and an 80% jump in Marketplace revenue. Net income surged 238% to $29 million and adjusted EBITDA nearly doubled...
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...
Acusensus Reaffirms FY26 Guidance on Strong International Operational Progress
Acusensus reaffirmed its FY26 revenue guidance of $83‑87 million and adjusted EBITDA of $7.2‑8.2 million, citing a record‑size US pipeline and expanding contracts in the UK, Australia and New Zealand. The company posted a 40% revenue jump to $40.3 million in the first half...
Small Caps Put on Their Best Monthly Showing Since 2020. Bank of America Says There's More Upside Ahead
Small‑cap stocks surged in April, with the Russell 2000 posting a 12% gain—the strongest monthly rise since November 2020 and outpacing the S&P 500’s 10.4% increase. Bank of America analysts attribute the rally to an earnings‑per‑share and manufacturing recovery and expect further upside....
Telesat Confirms Fully Funded 2028 Lightspeed Timeline Following Q1 Design Reviews
Telesat reported Q1 2026 results, investing roughly $125 million USD in its Lightspeed LEO constellation, bringing total spend to about $2 billion USD. The company confirmed it is fully funded to launch global commercial service by the first quarter of 2028. A $800 million...
Keep Buying Five Below as It Leans Into Squishy Dumplings, Says Analyst
Wolfe Research upgraded Five Below (FIVE) to an outperform rating, lifting its price target to $291, implying about 26% upside. The analyst highlighted the surge in "squish" toys—especially the viral dumpling items—as a key, under‑appreciated growth driver. TikTok‑fueled demand for...
Qualstar Corporation Reports First Quarter 2026 Results
Qualstar Corporation posted Q1 2026 results showing a 14% revenue decline to $1.43 million, driven by weaker power‑supply sales but offset by higher tape‑storage product demand. Gross margin slipped to 26% from 36.7% as the product mix shifted toward lower‑margin items. The...
Permian Land Firm EagleRock Launches IPO Targeting up to $400 Million
EagleRock Land has filed for an initial public offering that could raise up to $398 million by selling 17.3 million shares priced between $17 and $20. The proceeds would fund the company’s extensive surface acreage and infrastructure in the heart of the...
Disc Medicine Reports First Quarter 2026 Financial Results and Provides Business Update
Disc Medicine reported Q1 2026 results, highlighting the completion of enrollment in its Phase 3 APOLLO trial of bitopertin for erythropoietic protoporphyria, with topline data expected in Q4 2026. The company also announced that Phase 2 data for DISC‑0974 in myelofibrosis‑related anemia will be...
An Attractive Entry Point Has Emerged in This Name Tied to AI Data Centers, Says JPMorgan
JPMorgan upgraded Cogent Communications to Overweight after a 29% plunge, setting a $22 price target that implies roughly 34% upside. The bank highlighted a 9% year‑over‑year rise in On‑Net and Waves revenue and progress on selling ten data centers, which...
AXT’s Revenue Grows 17% in Q1 After Greater-than-Expected Export Permits
AXT reported Q1 2026 revenue of $26.9 million, up 17% year‑over‑year and slightly above the $26 million forecast, driven primarily by a surge in indium‑phosphide (InP) sales. Export permits from China arrived better than expected, enabling higher InP shipments to U.S. AI...
Resources Top 5: Regis Opens $10.7bn Vault with Gold Merger
Regis Resources and Vault Minerals have agreed to merge, creating a gold producer valued at roughly $7 billion USD with a pro‑forma output of about 700,000 ounces per year. Regis will hold a 51% stake while Vault shareholders retain 49% and...
ASX Resources Quarterly Wrap: Four Brazilian Rare Earths Explorers that Stormed Ahead
The March‑quarter report highlights four ASX‑listed explorers accelerating rare‑earth projects in Brazil. St George Mining boosted its Araxá resource by 75%, now 70.9 Mt at 4.06% TREO, and expanded off‑take partnerships. Axel REE moved its Woolrich deposit into the inaugural in‑situ...
Sarepta, Amylyx and Neumora Look Ahead to Key Catalysts as Q1 Earnings Roll In
Sarepta Therapeutics, Amylyx, and Neumora Therapeutics are set to report Q1 results amid pivotal milestones. Sarepta faces scrutiny after two DMD patient deaths and awaits FDA review of Amondys 45 and Vyondys 53, plus a sirolimus safety study. Amylyx, after pulling its...
Select Water Solutions Inc (WTTR) Q1 2026 Earnings Call Transcript
Select Water Solutions posted a record 2025 with $1.4 billion revenue and a $260 million adjusted EBITDA, driven by rapid expansion of its Water Infrastructure segment. Recycled produced‑water volumes rose 18% to over 330 million barrels, pushing the segment to become the most...
Cytokinetics Inc (CYTK) Q1 2026 Earnings Call Transcript
Cytokinetics reported a strong commercial debut for MYCorzo, generating $4.8 million in product revenue within the first nine weeks and securing an $11.9 million Bayer milestone payment. The drug saw rapid adoption, with over 425 prescribers and 70% of dispensed...
Neuronetics Inc (STIM) Q1 2026 Earnings Call Transcript
Neuronetics reported Q1 2026 results highlighting an 86% revenue surge to $41.8 million, driven largely by the integration of Greenbrook clinic operations. The company posted a net loss of $7.2 million, but achieved positive operating cash flow in the fourth...
AudioCodes Ltd (AUDC) Q1 2026 Earnings Call Transcript
AudioCodes reported Q1 2021 revenue of $58.8 million, a 13.1% year‑over‑year increase, driven by strong growth in services, Microsoft‑related solutions, and Conversational AI. GAAP net income rose to $10 million, while non‑GAAP operating margin reached 22.4%, surpassing internal targets. The company highlighted...
Ocugen Inc (OCGN) Q1 2026 Earnings Call Transcript
Ocugen reported major clinical progress across its gene‑therapy pipeline, completing enrollment for the OCU400 Phase 3 Limelight trial and delivering strong 12‑month efficacy data for OCU410 in geographic atrophy and OCU410ST in Stargardt disease. The company announced a rolling Biologics License...
Alphatec Holdings Inc (ATEC) Q1 2026 Earnings Call Transcript
Alphatec Holdings reported Q1 2026 revenue of $192 million, up 14% year‑over‑year, with surgical revenue climbing 17% but falling short of internal targets due to weaker EOS segment performance. Case volume rose 21% and new surgeon users increased 23%, underscoring strong...
Scorpio Tankers Inc (STNG) Q1 2026 Earnings Call Transcript
Scorpio Tankers reported $152 million adjusted EBITDA in Q1 2026, bringing full‑year adjusted EBITDA to $568 million. The company transformed its balance sheet, shifting from $3.1 billion net debt in 2021 to a $309 million net cash position and $1.7 billion of total liquidity. Daily...
Entravision Communications Corp (EVC) Q1 2026 Earnings Call Transcript
Entravision Communications posted a 114% revenue surge to $197 million in Q1 2026, propelled by a 204% jump in its Advertising Technology and Services (ATS) segment. The ATS segment generated $34.3 million in operating profit, a 427% increase year‑over‑year, while the Media segment...
Portillos Inc (PTLO) Q1 2026 Earnings Call Transcript
Portillo's reported Q1 2026 revenue of $185.7 million, a modest 0.6% increase driven solely by non‑comparable restaurant openings, while same‑restaurant sales slipped 3.3% as transaction counts fell. Commodity, labor and occupancy costs rose, compressing restaurant‑level adjusted EBITDA margin to 21.8% and...
Enact Holdings Inc (ACT) Q1 2026 Earnings Call Transcript
Enova International reported a record $875 million in Q1 2026 revenue, up 17% year‑over‑year, driven by a 33% surge in total originations to $2.3 billion. Small‑business loans led the growth, expanding 42% to $1.7 billion, while consumer originations rose 10% to $559 million. Adjusted EPS...
Fortrea Holdings Inc (FTRE) Q1 2026 Earnings Call Transcript
Fortrea Holdings reported Q1 2026 results with revenue of $660.5 million, a 5.2% YoY decline, while full‑year revenue rose modestly 1% to $2.72 billion. Adjusted EBITDA slipped to $54 million for the quarter but the full‑year figure of $189.9 million sits near the top...
Kosmos Energy Ltd (KOS) Q1 2026 Earnings Call Transcript
Kosmos Energy reported strong Q1 2026 progress, highlighting 1P reserve replacement of 90% (120% excluding the pending Equatorial Guinea divestiture), Jubilee field production above 70,000 barrels per day with a new 13,000‑bpd well, and GTA LNG output averaging 2.9 million tonnes...
Cipher Digital Inc (CIFR) Q1 2026 Earnings Call Transcript
Cipher Mining announced a full transition from Bitcoin mining to a pure‑play digital‑infrastructure and hyperscale compute provider, rebranding to reflect the new focus. The company secured two data‑center leases covering 600 MW and $9.3 billion in contracted revenue, projecting $669 million average annualized...
Accel Entertainment Inc (ACEL) Q1 2026 Earnings Call Transcript
Accel Entertainment reported a record Q1 2026 with revenue of $352 million, up 9% year‑over‑year, and adjusted EBITDA of $54 million, also a 9% increase. The company expanded its footprint, adding locations and terminals in Nevada after the Dynasty Games acquisition and...
Limbach Holdings Inc (LMB) Q1 2026 Earnings Call Transcript
Limbach Holdings reported record 2025 results, with total revenue rising 24.7% to $646.8 million and adjusted EBITDA reaching $81.8 million, driven primarily by strong Owner Direct Relationships (ODR) growth. ODR now represents 75% of the revenue mix, while the recent Pioneer Power...
Hackett Group Inc (HCKT) Q1 2026 Earnings Call Transcript
The Hackett Group reported Q1 2026 revenue of $67.8 million, an 11% year‑over‑year decline, while adjusted EPS fell to $0.34, hitting the low end of guidance. Growth was uneven: SAP Solutions surged 21% but Oracle Solutions dropped 24% and the S&BT...
Lindblad Expeditions Holdings Inc (LIND) Q1 2026 Earnings Call Transcript
Lindblad Expeditions reported first‑quarter 2024 revenue of $154 million, a 7% year‑over‑year increase, driven by a 20% rise in bookings and strong demand for experiential travel. The company highlighted a 35% jump in 2024 bookings after extending its partnership with National...