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 profitable business line. The company added 55,000 bpd of disposal capacity in the Northern Delaware Basin and secured nearly 1 million acres of long‑term contracts averaging 11‑year terms. Management forecast 20‑25% revenue growth for Water Infrastructure in 2026 and highlighted upcoming lithium‑extraction royalty streams slated for early 2027.
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...
Oil States International Inc (OIS) Q1 2026 Earnings Call Transcript
Oil States International reported Q4 2025 results with consolidated revenue of $178 million, up 8% sequentially and year‑over‑year, driven by offshore and international markets. Adjusted EBITDA rose 9% to $23 million, while cash flow from operations surged 63% to $50 million, allowing the...
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...
Par Pacific Holdings Inc (PARR) Q1 2026 Earnings Call Transcript
Par Pacific Holdings reported adjusted EBITDA of $634 million for 2025, a 13% increase year‑over‑year, and adjusted net income of $390 million, or $7.56 per share. Liquidity surged to a record $915 million, while gross term debt fell by $310 million, placing the company...
Viemed Healthcare Inc (VMD) Q1 2026 Earnings Call Transcript
Viemed Healthcare reported a 14.7% year‑over‑year revenue increase in Q2 2025, driven entirely by organic growth, with its core ventilation business still contributing 54% of sales. Sleep therapy patients rose 15% sequentially, making sleep the fastest‑growing segment, while the resupply...
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...
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...
DHT Holdings Inc (DHT) Q1 2026 Earnings Call Transcript
DHT Holdings reported a cash balance of $58.7 million and total liquidity of $235 million at the end of Q1 2022, with EBITDA of $14.4 million but a net loss of $17.3 million after a $7.5 million non‑cash gain. The company maintained tight cost control, operating...
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...
Latham Group Inc (SWIM) Q1 2026 Earnings Call Transcript
Latham Group reported Q1 2026 net sales of $117 million, a 5% year‑over‑year increase, driven by a 2% boost from the recent Freedom Pools acquisition and modest organic growth. Gross margin expanded to 32% and adjusted EBITDA rose 9% to...
Kimball Electronics Inc (KE) Q3 2026 Earnings Call Transcript
Kimball Electronics reported Q4 fiscal 2025 net sales of $381 million, a 12% YoY decline, driven by a 13% drop in automotive revenue after losing the Reynosa braking program. The medical segment grew 5% YoY to $107 million, representing 28%...
Alight Inc (ALIT) Q1 2026 Earnings Call Transcript
Alight Inc. posted Q1 2026 revenue of $534 million, a 3% decline year‑over‑year but ahead of internal forecasts, while project revenue jumped 29% to $36 million, underscoring its volatility. Adjusted EBITDA fell to $104 million with a near‑20% margin, and free cash flow...
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...
Ellington Financial Inc (EFC) Q1 2026 Earnings Call Transcript
Ellington Financial reported adjusted distributable earnings of $0.47 per share, comfortably covering its $0.39 dividend, while GAAP net income was $0.14 per share. The credit portfolio expanded 15% sequentially to $4.1 billion and the overall investment portfolio grew 9% after a...
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...
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...
Atkore Inc (ATKR) Q2 2026 Earnings Call Transcript
Atkore reported Q1 FY26 net sales of $656 million, a 2% organic volume increase, and adjusted EBITDA of $69 million, driven by $30 million of productivity gains. Adjusted earnings per share fell to 83 cents from $1.63 a year earlier, while a one‑time foreign...
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...
Axsome Therapeutics, Inc. (AXSM) Q1 2026 Earnings Call Transcript
Axsome Therapeutics held its first‑quarter 2026 earnings conference call on May 4, 2026. CEO Herriot Tabuteau, CFO Nick Pizzie and CCO Ari Maizel presented the company’s financial results, commercial strategy and pipeline milestones. The discussion featured forward‑looking statements about upcoming Phase 3 data and reaffirmed...
BlackBerry Stock Soars on Software Sector Pivot
BlackBerry Ltd. (NYSE: BB) saw its stock rise 10.2% to $5.97 after a Wall Street Journal report praised its pivot to software, emphasizing the QNX operating system that now powers driver‑assist features in about 275 million cars and accounts for half...
Red Rock Resorts (RRR) Faced Pressure Despite Strong Fundamentals
Diamond Hill Capital’s Small‑Cap Strategy posted a 3.41% net return in Q1 2026, outpacing the Russell 2000’s 0.89% gain. The fund highlighted Red Rock Resorts (RRR), noting solid fundamentals but a 7.14% one‑month price decline amid concerns that higher fuel costs could curb...
Universal Logistics Slips to Q1 Loss as Intermodal Collapse Deepens
Universal Logistics Holdings posted a Q1 2026 net loss of $3.5 million, or $(0.13) per share, reversing a $6 million profit a year earlier. Revenue slipped 3.9% to $367.6 million, driven by a 32.3% plunge in intermodal revenue to $47.9 million and a 9.7%...
Summit Shares Descend as PD-1/VEGF Asset Misses Early Survival Mark
Summit Therapeutics announced that its anti‑PD‑1/VEGF bispecific, ivonescimab, failed to meet the interim progression‑free survival threshold in the Phase 3 HARMONi‑3 trial for squamous NSCLC. The miss triggered a 26% plunge in Summit’s share price, closing at $16.12. An independent data...
Frontier Energy Secures Key Government Support for Waroona Renewable Energy Project
Frontier Energy (ASX:FHE) secured government‑backed revenue protection under the Capacity Investment Scheme through 2042, dramatically de‑risking its 120 MW solar‑plus‑81.5 MW battery Waroona Stage One project. The support enables the company to approach banks with senior‑debt proposals offering up to 70% gearing and...
Legacy Minerals’ Gold and Silver Bounty Delivers Robust Mt Carrington Scoping Study
Legacy Minerals released a scoping study for its Mt Carrington gold‑silver project in northeast NSW, projecting a 19‑year mine life with 373,000 oz of gold and 9.91 Moz of silver. In the base‑case scenario the development is expected to generate $1.27 bn of free...
Medifast Inc (MED) Q1 2026 Earnings Call Transcript
Medifast reported Q1 2026 revenue of $76 million, a 34.3% year‑over‑year decline driven by a 44.9% drop in active earning coaches. Despite the shrinkage, average revenue per coach rose 19.2% YoY, the strongest increase in five years, and SG&A expenses fell...
Biodesix Inc (BDSX) Q1 2026 Earnings Call Transcript
Biodesix reported a staggering 4,124% year‑over‑year revenue jump to $28.8 million in Q1, driven by explosive growth in its lung‑diagnostics business and development services. Test volumes surged 2,315% to 18,000, while average revenue per test rose thanks to expanded payer coverage...
Tactile Systems Technology Inc (TCMD) Q1 2026 Earnings Call Transcript
Tactile Systems Technology reported flat Q1 revenue of $61.3 million, with airway clearance sales jumping 22% to $10.7 million while lymphedema revenue slipped 3% to $50.6 million. Gross margin rose to 74% after cost‑saving measures, but operating loss widened to $4.5 million due to...
Adeia Inc (ADEA) Q1 2026 Earnings Call Transcript
Adeia Inc. reported record 2025 results, posting $443 million in annual revenue and $182.6 million in Q4, surpassing the high end of its guidance. The quarter featured nine new licensing deals, including marquee agreements with Disney, Microsoft, and Major League Baseball, expanding...
Dorman Products Inc (DORM) Q1 2026 Earnings Call Transcript
Dorman Products reported first‑quarter 2025 net sales of $508 million, an 8% year‑over‑year increase, driven by robust light‑duty demand. Adjusted operating margin rose 310 basis points to 17% and adjusted diluted EPS jumped 54% to $2.02, reflecting margin expansion and lower...
ThredUp Inc (TDUP) Q1 2026 Earnings Call Transcript
ThredUp reported Q1 2026 revenue of $79.7 million, an 18.5% year‑over‑year increase, driven by aggressive buyer acquisition and higher engagement. The company completed its transition to a fully consignment‑based model, now covering over 90% of transactions, and posted its first full...
Inspire Medical Systems Inc (INSP) Q1 2026 Earnings Call Transcript
Inspire Medical Systems reported Q1 2026 revenue of $204.6 million, a modest 1.6% increase, but noted a $20 million drag from coding, reimbursement uncertainty and the WISER program. Operating margins improved, with adjusted EBITDA margin rising to 17.5% and operating cash flow...
New Mountain Finance Corp (NMFC) Q1 2026 Earnings Call Transcript
New Mountain Finance Corp reported adjusted net investment income of $0.32 per share for Q2 2025, fully covering its quarterly dividend. Net asset value slipped to $12.21 per share, a $0.24 decline driven by markdowns in dental healthcare and a...
Vitesse Energy Inc (VTS) Q1 2026 Earnings Call Transcript
Vitesse Energy completed a $35 million all‑stock acquisition of Powder River Basin assets, adding 6,000 net acres and 29 undeveloped locations that are expected to produce about 1,400 net BOE per day in 2026. The board lowered the annual dividend to...
Repay Holdings Corp (RPAY) Q1 2026 Earnings Call Transcript
Repay Holdings reported Q1 2026 revenue of $80.8 million, a modest 4% year‑over‑year increase, while Business Payments surged 18% and adjusted EBITDA reached $34.4 million, delivering a 43% margin. Free cash flow was $5.4 million with a 16% conversion rate, and the vendor...
Innovex International Inc (INVX) Q1 2026 Earnings Call Transcript
Innovex International reported Q4 2025 revenue of $274 million, a 14% sequential rise and 9% year‑over‑year growth, driven by robust subsea deliveries and acquisition synergies. Adjusted EBITDA reached $52 million, delivering a 19% margin and an 83% conversion to free cash flow,...
Innovative Industrial Properties Inc (IIPR) Q1 2026 Earnings Call Transcript
Innovative Industrial Properties reported Q1 revenue of $71.7 million, a 6.5% sequential decline, and adjusted funds from operations of $55.3 million, down 13% due to tenant defaults. The company highlighted over $220 million in liquidity, a net‑debt to EBITDA ratio...
Addus Homecare Corp (ADUS) Q1 2026 Earnings Call Transcript
Addus Homecare reported first full quarter after the Gentiva Personal Care acquisition, delivering $337.7 million in revenue, a 20.3% year‑over‑year increase. Adjusted earnings per share rose 17.4% to $1.42 and adjusted EBITDA jumped 25.1% to $40.6 million, expanding the margin to 12%....
Sterling Infrastructure Inc (STRL) Q1 2026 Earnings Call Transcript
Sterling Infrastructure reported a record first quarter, posting adjusted EPS of $1.63—a 29% increase—and adjusted EBITDA of $80 million, up 31%. Revenue rose 7% to $430.9 million, driven by an 18% jump in the high‑margin E‑Infrastructure Solutions segment and solid Transportation Solutions...
Black Stone Minerals LP (BSM) Q1 2026 Earnings Call Transcript
Black Stone Minerals reported Q4 2025 results on Feb 24 2026, posting $72.2 million net income and adjusted EBITDA of $76.7 million, with production at 32,100 BOE per day, meeting the top of its guidance range. The partnership declared a $0.30 per unit distribution, fully covered...
Tidewater Inc (TDW) Q1 2026 Earnings Call Transcript
Tidewater reported Q1 2025 revenue of $333.4 million, a 3% sequential decline, but posted a record average day rate of $22,303 and a 50.1% gross margin, the second quarter above the 50% threshold. Utilization rose to 78.4% and free cash flow...
ADC Therapeutics SA (ADCT) Q1 2026 Earnings Call Transcript
ADC Therapeutics reported Q1 2026 product revenue of $15.8 million, a decline from the prior year, while GAAP net loss narrowed to $41 million ($0.30 per share). Operating expenses fell 12.1% on a non‑GAAP basis, driven by lower R&D spend. The company...
Alamo Group Inc (ALG) Q1 2026 Earnings Call Transcript
Alamo Group reported Q1 2026 consolidated revenue of $419.1 million, essentially flat year‑over‑year, while its Industrial Equipment division posted a record $240.7 million in sales, up 17.6% organically. Operating income rose 10% to $47.1 million, driven by higher margins and a 6% reduction...
Matson Inc (MATX) Q1 2026 Earnings Call Transcript
Matson Inc. reported Q1 2026 consolidated operating income of $61.4 million, a $20.7 million decline from a year earlier, driven by weaker Ocean Transportation and Logistics segments. Despite the drop, the company lifted its full‑year operating‑income guidance, projecting modestly higher...