Today's Stock Investing Pulse
Devon Energy’s $8B Marcellus Asset Offer Signals Aggressive Growth Post-Merger
Devon Energy completed its merger with Coterra, creating a larger diversified oil and gas operator. Stone Ridge Asset Management has signaled an $8 billion opening offer for Devon’s Marcellus assets, and the combined company expects to lift its dividend by roughly 30%.
Cheniere Energy Partners LP (CQP) Q1 2026 Earnings Call Transcript
Cheniere Energy reported a strong first‑quarter 2021, generating $1.5 billion of adjusted EBITDA on $3.1 billion of revenue and a record 133 LNG cargoes. The company raised its full‑year 2021 EBITDA guidance to $4.3‑$4.6 billion and distributable cash flow to $1.6‑$1.9 billion. Operational milestones include the completion of Corpus Christi Train 3 and an accelerated timeline for Sabine Pass Train 6. Cheniere also announced its first carbon‑neutral LNG cargo delivered to Shell, underscoring its environmental initiatives.
Akebia Therapeutics Inc (AKBA) Q1 2026 Earnings Call Transcript
Akebia Therapeutics reported 2025 total revenue of $236.2 million, a 47% increase year‑over‑year, driven by the commercial launch of its oral HIF‑PH inhibitor Vafseo and higher sales of the phosphate binder Auryxia. Vafseo now reaches 290,000 dialysis patients across 24 organizations,...
Maximus Inc (MMS) Q2 2026 Earnings Call Transcript
Maximus Inc. reported Q2 2026 revenue of $1.31 billion, in line with expectations, and lifted its adjusted EBITDA margin to 14.4% driven by AI‑enabled automation. Adjusted EPS rose to $2.07, offset by a $6.9 million U.S. Services asset impairment and a $4.2 million...
RealReal Inc (REAL) Q1 2026 Earnings Call Transcript
The RealReal reported Q1 2026 GMV of $606 million, up 24% year‑over‑year, and revenue of $190 million, up 19%. Adjusted EBITDA rose to $13.1 million, expanding margin by 430 basis points to 6.9%. Take rate slipped to 36.4% as the mix shifted toward...
D Market Elektronik Hizmetler Ve Ticaret AS (HEPS) Q1 2026 Earnings Call Transcript
Hepsiburada reported an 84% year‑on‑year increase in Q1 2022 GMV to 8.3 billion Turkish lira, driven by 63% order growth and a 27% rise in active customers to 12 million. Revenue surged 82% to TRY 1.2 billion, helped by a 92% jump in 1P...
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...
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...
Turning Point Brands Inc (TPB) Q1 2026 Earnings Call Transcript
Turning Point Brands reported Q4 2025 results with revenue up 29% to $121 million, driven by a 266% surge in Modern Oral net sales to $41.3 million. Adjusted EBITDA rose 14% to $30 million, delivering a 24.8% margin. Management launched aggressive 2026 Modern...
Playtika Holding Corp (PLTK) Q1 2026 Earnings Call Transcript
Playtika reported Q1 2026 revenue of $678 million, a modest 0.6% sequential increase and 4.4% year‑over‑year growth, driven by a surge in direct‑to‑consumer (D2C) sales. D2C contributed $250 million, up 19.5% sequentially and 43.2% YoY, now representing 36.8% of total revenue, while...
Trade Desk Inc (TTD) Q1 2026 Earnings Call Transcript
The Trade Desk reported Q1 2026 revenue of $689 million, a 12% year‑over‑year increase, and generated $40 million net income. Adjusted EBITDA reached $206 million, delivering a 30% margin, while management guided Q2 revenue of at least $750 million and a full‑year adjusted EBITDA...
Ispire Technology Inc (ISPR) Q3 2026 Earnings Call Transcript
Ispire Technology reported Q3 2026 revenue of $20.3 million, a 52% drop from the prior year as it deliberately shifted away from low‑margin cannabis clients toward higher‑value nicotine customers. Gross profit fell to $3.5 million and margin slipped to 17.1%, reflecting the...
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...
Lantheus Holdings Inc (LNTH) Q1 2026 Earnings Call Transcript
Lantheus Holdings reported Q1 2026 revenue of $377.3 million, a 1.2% year‑over‑year increase and 8.6% when excluding divested SPEC revenue. Oncology sales from PYLARIFY fell 6.5% despite a 5.8% volume rise, while cardiology product DEFINITY grew 6.8% and retained over 80%...
Maravai LifeSciences Holdings Inc (MRVI) Q1 2026 Earnings Call Transcript
Maravai LifeSciences reported Q1 2026 revenue of $65.8 million, a 41% year‑over‑year increase and 10% growth in its core business excluding COVID‑related CleanCap sales. Adjusted EBITDA surged to $20.3 million, improving by more than $30 million from a year ago, while free cash...
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....
Innospec Inc (IOSP) Q1 2026 Earnings Call Transcript
Innospec reported first‑quarter 2026 revenue of $453.2 million, a modest 3% increase driven by strong Fuel Specialties sales and stable Oilfield Services, while Performance Chemicals suffered margin compression from North Carolina plant shutdowns. Gross margin fell to 27.3% and adjusted EBITDA...
AerSale Corp (ASLE) Q1 2026 Earnings Call Transcript
AerSale reported Q1 2026 revenue of $70.6 million, up 7.4% year‑over‑year, and adjusted EBITDA of $7.4 million, a 132% increase, delivering a 10.4% margin. Growth stemmed from higher leasing activity, a 10% rise in Asset Management Solutions revenue to $43.1 million, and new...
Sempra (SRE) Q1 2026 Earnings Call Transcript
Sempra reported Q1 2026 GAAP earnings of $1.37 billion and adjusted earnings of $991 million, reaffirming its full‑year EPS guidance. The company secured key regulatory approvals, including Oncor’s Texas base‑rate case with a 9.75% ROE and a $4.4 billion UTM filing, and an...
Stevanato Group SpA (STVN) Q1 2026 Earnings Call Transcript
Stevanato Group reported first‑quarter 2026 revenue of €273.6 million, a 10% rise on a constant‑currency basis, driven primarily by the Biopharmaceutical and Diagnostic Solutions (BDS) segment. High‑value solutions, especially syringes and GLP‑1 biologics, grew 17% and now represent 47% of total...
HubSpot Inc (HUBS) Q1 2026 Earnings Call Transcript
HubSpot reported a robust Q1 2026, with revenue up 23% year‑over‑year (18% in constant currency) and non‑GAAP operating margin expanding to 18%. The company added nearly 300,000 customers, generated $154 million free cash flow, and saw subscription revenue rise 23% while...
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...
GSI Technology Inc (GSIT) Q4 2026 Earnings Call Transcript
GSI Technology reported fiscal 2026 revenue of $25.1 million, a 22.4% increase driven by strong SRAM sales, while cash rose to $67.2 million after a $46.9 million capital raise. Operating expenses jumped to $31.2 million, pushing the operating loss to $17.5 million as R&D on...
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...
Payoneer Global Inc (PAYO) Q1 2026 Earnings Call Transcript
Payoneer reported Q1 2026 revenue of $262 million, a 6% year‑over‑year increase, with revenue ex‑interest climbing 11% and total transaction volume surpassing $22 billion. B2B volume surged 44% YoY, while checkout volume jumped 53% following the completion of its Stripe migration. Adjusted...
ICU Medical Inc (ICUI) Q1 2026 Earnings Call Transcript
ICU Medical reported Q1 2026 revenue of $526 million, reflecting 1% organic growth but a 12% decline on a reported basis due to the deconsolidation of its IV Solutions joint venture with Otsuka. Adjusted earnings per share rose 15% to...
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...
Puma Biotechnology Inc (PBYI) Q1 2026 Earnings Call Transcript
Puma Biotechnology reported 2025 total revenue of $75.5 million, driven by a $59.9 million net product revenue for NERLYNX and a sharp rise in royalty income to $15.6 million after a shipment to a Chinese partner. Ex‑factory bottle sales grew 12% quarter‑over‑quarter to...
Drilling Tools International Corp (DTI) Q1 2026 Earnings Call Transcript
Drilling Tools International reported Q1 2026 revenue of $38 million, driven primarily by $28.9 million in tool rental and $9 million in product sales, while posting a $1.5 million net loss. The company maintained strong tool rental gross margins above...
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...
Collegium Pharmaceutical Inc (COLL) Q1 2026 Earnings Call Transcript
Collegium Pharmaceutical reported record full‑year net revenue of $780.6 million, a 24% increase year‑over‑year, and an all‑time high adjusted EBITDA of $460.5 million. Growth was driven by the pain portfolio’s steady performance and a surge in Jornay PM sales, which posted $148.9 million in...
Post Holdings Inc (POST) Q2 2026 Earnings Call Transcript
Post Holdings posted a strong Q2 2026, with adjusted EBITDA beating internal forecasts while keeping full‑year guidance unchanged due to Middle East conflict risks. Share repurchases have trimmed the share count by 15% year‑to‑date, and cash flow remains robust, providing...
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...
Werewolf Therapeutics Inc (HOWL) Q1 2026 Earnings Call Transcript
Werewolf Therapeutics reported a record Q1 2026 with net income of $515 million and operating income of $514 million, delivering a 21.2% return on equity. Catastrophe losses fell to $76 million, improving the combined ratio to 90.7% and supporting underwriting profitability. The company...
CareCloud Inc (CCLD) Q1 2026 Earnings Call Transcript
CareCloud reported Q1 2026 revenue of $31.3 million, a 13% year‑over‑year increase, while GAAP net income fell to $0.9 million due to higher amortization and Medsphere integration costs. The company completed a $50 million credit facility and fully redeemed its Series B...
Research Frontiers Inc (REFR) Q1 2026 Earnings Call Transcript
Research Frontiers Inc. (REFR) posted Q1 2026 revenue decline, primarily from GAAP royalty timing and the absence of a one‑off upfront license fee recorded in early 2025. Cash and cash equivalents more than doubled to $1.28 million after a targeted financing round, while...
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...
Information Services Group Inc (III) Q1 2026 Earnings Call Transcript
Information Services Group (ISG) reported Q2 2019 revenue of $67.3 million, a 3% year‑over‑year decline, while adjusted EBITDA more than doubled to $8.1 million versus the first quarter. Digital services now represent roughly 45% of the company’s top line, and the ISG...
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...
AvePoint Inc (AVPT) Q1 2026 Earnings Call Transcript
AvePoint reported record Q1 2026 results, delivering $117.2 million in total revenue—a 26% year‑over‑year increase that topped the high end of its guidance. SaaS revenue surged 35% to $93.4 million, representing 80% of the top line and driving ARR to $435.2 million, up...
Zoetis Inc (ZTS) Q1 2026 Earnings Call Transcript
Zoetis reported Q1 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, with price gains offset by volume declines. The livestock and diagnostics segments delivered double‑digit growth, while companion animal revenues fell...
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...
Real Brokerage Inc (REAX) Q1 2026 Earnings Call Transcript
Real Brokerage posted Q1 2026 revenue of $466 million, a 32% year‑over‑year increase, and adjusted EBITDA of $14.9 million, up 80%. Operating loss narrowed to $3.4 million while cash and investments rose to $62.9 million, keeping the balance sheet debt‑free. The company...
Crinetics Pharmaceuticals Inc (CRNX) Q1 2026 Earnings Call Transcript
Crinetics reported $10.3 million net product revenue from Palsonify in Q1 2026, driven by 232 new patient enrollments and a prescriber base that grew to 263 unique physicians. Treatment‑naive patients rose to 15 % of enrollments, indicating expanding first‑line use. Reimbursement coverage...
Viatris Inc (VTRS) Q1 2026 Earnings Call Transcript
Viatris posted Q1 2026 revenue of $3.76 billion, a 1 percent decline, but achieved 1 percent operational growth when the indoor‑facility disruption is excluded. Europe saw modest gains, emerging markets grew 7 percent, and Greater China sales rose 9 percent, beating expectations. Adjusted gross margin...
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...
Saga Communications Inc (SGA) Q1 2026 Earnings Call Transcript
Comcast reported first‑quarter revenue up 11%, buoyed by NBCUniversal’s Olympic and Super Bowl broadcasts, while adjusted EBITDA slipped 9% due to the first‑year impact of a new NBA contract and broadband investment costs. The company generated $3.9 billion in free cash...
Reinsurance Group of America Inc (RGA) Q1 2026 Earnings Call Transcript
Reinsurance Group of America posted pretax adjusted operating income of $611 million and adjusted EPS of $6.97 in Q1 2026, delivering a 16.2% adjusted ROE for the trailing twelve months. Traditional premium growth was 5% globally, driven by strong performance in...
Rockwell Medical Inc (RMTI) Q1 2026 Earnings Call Transcript
Rockwell Medical reported Q4 2025 net sales of $18.3 million, a 26% year‑over‑year decline, but achieved a record‑high gross margin of 21%. Adjusted EBITDA turned positive at $1 million for the quarter, delivering a full‑year adjusted EBITDA of $300 thousand. The company ended...
Oncology Institute Inc (TOI) Q1 2026 Earnings Call Transcript
Oncology Institute Inc (TOI) reported 2025 revenue of $502.7 million, a 27.8% year‑over‑year increase, and delivered its first adjusted‑EBITDA‑positive quarter with $147,000 in Q4 profit. The company’s capitation business expanded 17.2% to $80.5 million, adding 260,000 patient lives through new...
Lamar Advertising Co (LAMR) Q1 2026 Earnings Call Transcript
Lamar Advertising reported acquisition‑adjusted revenue growth of more than 4% in Q1 2026, driven by a near‑6% surge in December and a full‑year increase to $2.27 billion. Adjusted EBITDA rose 3.7% to $288.9 million, expanding the margin to a record‑high 48.5%, while...