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%.
Gray Media Inc (GTN) Q1 2026 Earnings Call Transcript
Gray Media reported 2025 revenue of $792 million, topping the high end of its guidance, while operating expenses of $618 million came in below the low end. The company posted a $23 million net loss but delivered adjusted EBITDA of $179 million, driven by a $12 million political advertising haul that exceeded expectations. It completed the $25 million acquisition of WBBJ‑TV and raised $250 million of second‑lien notes, using proceeds to retire higher‑cost first‑lien debt. Management highlighted expanding NBC and Telemundo affiliations, upcoming Super Bowl and Winter Olympics revenue, and a shift to Google Cloud’s Quick Play platform.
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...
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...
MSC Income Fund Inc (MSIF) Q1 2026 Earnings Call Transcript
MSC Industrial Direct reported Q1 2026 results with average daily sales up 4% year‑over‑year, driven by a 4.2% price benefit that largely offset a 0.3% volume decline from the federal government shutdown. Net sales reached $966 million, matching the midpoint of...
HA Sustainable Infrastructure Capital Inc (HASI) Q1 2026 Earnings Call Transcript
HA Sustainable Infrastructure Capital reported Q1 2026 adjusted EPS of $0.77, a 20% year‑over‑year increase, and a record adjusted ROE of 15.7%. Managed assets grew 13% to $16.4 billion, while fee‑generating assets surged 130% to $1.1 billion and portfolio yield rose to...
Avient Corp (AVNT) Q1 2026 Earnings Call Transcript
Avient Corp reported adjusted EPS of $0.83 for Q1 2026, modestly ahead of internal expectations, while sales tracked roughly in line with forecasts. The company expanded its adjusted EBITDA margin by 20 basis points despite raw material price hikes of...
Tapestry Inc (TPR) Q3 2026 Earnings Call Transcript
Tapestry reported a 23% pro‑forma revenue increase in Q3 2026, driven by double‑digit growth across Coach, Greater China, and Europe, while operating margin expanded by 490 basis points to 76.9% gross margin. Earnings per share rose 62% to $1.66, and...
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,...
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...
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...
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...
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...
TSS Inc (TSSI) Q1 2026 Earnings Call Transcript
Total System Services (TSYS) reported a solid Q1 2019 performance, with total GAAP revenue of $1.03 billion, a 4.8% year‑over‑year increase, and adjusted EBITDA margin expanding 108 basis points to 36.4%. Net revenue rose across all three segments, highlighted by an...
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...
Myers Industries Inc (MYE) Q1 2026 Earnings Call Transcript
Myers Industries reported flat quarterly sales of $204 million but delivered strong profitability gains, with adjusted EPS up 63% and gross margin rising to 33.6%. The company generated $20 million of annualized SG&A cost savings, boosting adjusted operating margin to 11% and...
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...
Grove Collaborative Holdings Inc (GROV) Q1 2026 Earnings Call Transcript
Grove Collaborative reported Q1 2026 revenue of $42.4 million, a 14.3% YoY decline, driven by fewer orders after an e‑commerce platform migration and reduced advertising. The company posted its first positive adjusted EBITDA in six quarters at $1.6 million and...
Inspired Entertainment Inc (INSE) Q1 2026 Earnings Call Transcript
Inspired Entertainment reported a strong Q1 2026, with continuing revenue climbing 15% to $57 million, propelled by a 38% surge in its Interactive segment. Reported EBITDA jumped 29% and the EBITDA margin widened by 1,100 basis points, reflecting a shift toward higher‑margin...
Paylocity Holding Corp (PCTY) Q3 2026 Earnings Call Transcript
Paylocity reported Q3 fiscal 2026 revenue of $10.3 billion, up 10.5% year‑over‑year, and recurring revenue grew 11.6% to $469.9 million, surpassing the top end of guidance. Adjusted EBITDA reached $220.2 million with a 43.8% margin, beating expectations by $16.2 million, while free cash flow...
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...
Once Upon A Farm PBC (OFRM) Q1 2026 Earnings Call Transcript
Once Upon A Farm reported Q1 2026 consolidated net sales of $49.6 million, a 9% year‑over‑year increase driven by Canadian cannabis and early Netherlands contributions. Net income turned positive at $2.3 million, while adjusted EBITDA rose to $8.6 million with a 17.3% margin,...
Suburban Propane Partners LP (SPH) Q2 2026 Earnings Call Transcript
Suburban Propane Partners reported Q2 FY2026 adjusted EBITDA of $175.3 million, essentially flat year‑over‑year, while adjusted net income rose modestly to $139.3 million. Retail propane volumes held steady at 161.6 million gallons, offset by a 3% increase in the East...
Granite Ridge Resources Inc (GRNT) Q1 2026 Earnings Call Transcript
Granite Ridge Resources reported Q4 2025 results, showing a 27% production increase to 35,100 barrels of oil equivalent per day and adjusted EBITDAX of $69.5 million, with full‑year EBITDAX of $315 million. Capital expenditures fell to $401 million, and the company trimmed development...
Clarus Corp (CLAR) Q1 2026 Earnings Call Transcript
Clarus Corp reported Q1 2026 revenue of $61.9 million, up 2.5% year‑over‑year, with gross margin improving to 36.8%. The Outdoor segment continued to grow, while the Adventure segment turned a modest profit but faces a steep demand drop in Australia,...
Datadog Inc (Pre-Reincorporation) (DDOG) Q1 2026 Earnings Call Transcript
Datadog posted Q1 2026 revenue of $1.01 billion, up 32% YoY and above the high end of guidance, while total ARR surpassed $4 billion. The quarter delivered a 6% sequential revenue increase—the strongest Q1 growth since 2022—and generated $289 million in free cash...
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....
Covista Inc (CVSA) Q3 2026 Earnings Call Transcript
Covista Inc. reported record enrollment exceeding 100,000 students, marking the 11th straight quarter of growth, with Walden and Chamberlain driving the gains. Revenue rose 4.5% to $487 million, which would have been an 8.4% increase on an organic basis after adjusting...
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...
Ready Capital Corp (RC) Q1 2026 Earnings Call Transcript
Ready Capital Corp reported $380 million of free cash in Q4 and aims to exceed $850 million to meet upcoming 2026 debt maturities. The firm will trim its legacy CRE portfolio by 60% to roughly $2 billion, driving a 14% drop in book...
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...
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...
Synaptics Inc (SYNA) Q3 2026 Earnings Call Transcript
Synaptics reported fiscal Q3 2026 revenue of $294.2 million, a 10% year‑over‑year increase driven primarily by a 31% surge in Core IoT sales. Non‑GAAP operating margin rose to 18.1%, up 260 basis points, and earnings per share reached $1.09, topping...
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...
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...
Kontoor Brands Inc (KTB) Q1 2026 Earnings Call Transcript
Kontoor Brands reported record full‑year revenue, up 18% to a projected $3.4‑$3.45 billion, driven by strong Wrangler performance and the Helly Hansen acquisition. Adjusted operating earnings rose more than 20% and cash from operations exceeded $450 million, supporting debt repayment, share repurchases...
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...
Arrowhead Pharmaceuticals Inc (ARWR) Q2 2026 Earnings Call Transcript
Arrowhead Pharmaceuticals reported accelerating uptake of its newly launched triglyceride‑lowering therapy REDEMPLO, surpassing 400 prescriptions with a 40% surge in the last month. The company announced a price reduction to $45,000 per patient per year and secured payer policies that...
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...
PAR Technology Corp (PAR) Q1 2026 Earnings Call Transcript
PAR Technology reported Q1 2026 revenue of $124 million, up 19% year‑over‑year, driven by strong subscription and hardware sales. Annual recurring revenue rose 16% to $330 million, with organic ARR growth of 11%. Adjusted EBITDA improved to $8.9 million, nearly doubling the prior...
Barings BDC Inc (BBDC) Q1 2026 Earnings Call Transcript
Barings BDC Inc. reported Q1 2026 results showing a modest NAV decline to $11.02 per share, driven primarily by a write‑down of a legacy MVC asset. Net investment income slipped to $0.25 per share, just below the $0.26 dividend, but...
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...
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...
Radware Ltd (RDWR) Q1 2026 Earnings Call Transcript
Radware reported Q1 2025 revenue of $72 million, up 11% YoY, marking a third consecutive quarter of double‑digit growth. Cloud security ARR surged 19% to $80 million, driving recurring revenue to 82% of total. Non‑GAAP EPS rose 69% to $0.27 and adjusted...
Mitek Systems Inc (MITK) Q2 2026 Earnings Call Transcript
Mitek Systems reported fiscal 2025 total revenue of $180 million, with Q4 revenue of $44.8 million, up 4% year‑over‑year. SaaS revenue accelerated to 21% annual growth, now representing 43% of total revenue, and adjusted EBITDA reached $54 million, delivering a 30% margin. The...
Warner Music Group Corp (WMG) Q2 2026 Earnings Call Transcript
Warner Music Group reported a 12% rise in total revenue for Q2 2026, propelled by double‑digit growth in recorded music, publishing and physical sales. Adjusted OIBDA surged 24% with margin expanding 230 basis points, while adjusted EPS climbed 38% to...
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...
Cherry Hill Mortgage Investment Corp (CHMI) Q1 2026 Earnings Call Transcript
Cherry Hill Mortgage Investment Corp reported a GAAP net loss of $2 million ($0.05 per diluted share) for Q1 2026, with book value per common share falling 6.1% to $3.23. Earnings available for distribution were $5.3 million, and the company declared a $0.10...