Today's Stock Investing Pulse
Buffer ETFs Offer Downside Protection for Cash‑Shy Investors
Goldman Sachs and Innovator analysts say buffer ETFs can help advisors bring cash‑shy clients back into equities. The funds embed predefined downside buffers of roughly 5%‑15% while preserving upside potential, letting investors hold a diversified basket with limited loss. The built‑in loss limits reduce the psychological barrier of market volatility.
Jones Lang LaSalle Inc (JLL) Q1 2026 Earnings Call Transcript
Jones Lang LaSalle (JLL) posted an 11% revenue increase to a record level and a 22% jump in adjusted EBITDA to $1.45 billion for 2025, driven by strong leasing, capital‑markets and data‑center work. Free cash flow hit an all‑time high, net leverage fell to 0.2×, and the company repurchased $212 million of stock. Management set 2026 adjusted EBITDA guidance of $1.575‑$1.675 billion, implying roughly 12% growth. JLL highlighted AI‑enabled productivity and proprietary data as core competitive differentiators.
Southern Co (SO) Q1 2026 Earnings Call Transcript
Southern Company raised its five‑year base capital plan by $13 billion to $76 billion, driven by $12 billion of state‑regulated generation projects and an $800 million wind‑repowering program. A settlement in Georgia extended the 2022 alternate rate plan, eliminating a 2025 base‑rate case and...
Donegal Group Inc (DGICA) Q1 2026 Earnings Call Transcript
Donegal Group reported Q1 2021 net income of $10.5 million, up from $3.7 million a year earlier, driven by a market‑to‑market equity gain and strong commercial line growth. Net premiums written rose 8.9% to $215.9 million, with commercial lines expanding 18.7%...
Acadian Asset Management Inc (AAMI) Q1 2026 Earnings Call Transcript
Acadian Asset Management reported a record $177.5 billion in assets under management, a 52% jump from the prior year, driven by strong net client cash flows and robust management fee growth. While US GAAP net income and EPS fell due to...
Emergent BioSolutions Inc (EBS) Q1 2026 Earnings Call Transcript
Emergent BioSolutions reported Q1 2024 revenue of $300 million, an 83 % year‑over‑year increase driven by strong NARCAN and medical‑countermeasure sales. Adjusted EBITDA turned positive to $67 million and adjusted net income to $31 million, reversing last year’s losses. The company secured a new...
Healthcare Realty Trust Inc (HR) Q1 2026 Earnings Call Transcript
Healthcare Realty Trust reported normalized FFO of $1.61 per share and same‑store NOI growth of 4.8% for 2025, both exceeding guidance. The REIT executed 5.8 million square feet of leasing, improved tenant retention to 82%, and raised cash leasing spreads. Asset...
Ingram Micro Holding Corp (INGM) Q1 2026 Earnings Call Transcript
Ingram Micro Holding Corp. reported Q1 2026 net sales of $14.88 billion, up 11.5 % year‑over‑year and 9.1 % on an FX‑neutral basis, with growth across all regions. Gross margin fell to 6.5 % due to a heavier mix of lower‑margin client and endpoint...
NNN REIT Inc (NNN) Q1 2026 Earnings Call Transcript
NNN REIT reported a record $900 million in acquisitions for 2025, the highest in its history, while delivering 2.7% growth in AFFO per share to $3.44. Occupancy improved to 98.3% and the quarterly dividend rose 3.4% to $0.60, yielding 5.5%...
Monolithic Power Systems Inc (MPWR) Q1 2026 Earnings Call Transcript
Monolithic Power Systems reported record full‑year revenue of $2.8 billion, a 26.4% increase year‑over‑year, and quarterly revenue of $751.2 million, up 20.8% YoY. Management lifted its enterprise data growth outlook, setting a 50% floor for 2025, while the automotive segment surged 43%...
OFS Capital Corp (OFS) Q1 2026 Earnings Call Transcript
OFS Capital Corp reported Q1 2026 net investment income of $0.20 per share, down from $0.22, as higher rates on new unsecured notes and Fed rate cuts compressed margins. Net asset value fell 10% to $9.19 per share, driven by...
Kirby Corp (KEX) Q1 2026 Earnings Call Transcript
Kirby Corp reported record 2025 earnings, generating $406 million of free cash flow and returning over $100 million to shareholders through share repurchases. The company reduced debt by $130 million, lowering its debt‑to‑capital ratio to 21.4% and ending the year with $542 million of...
Syndax Pharmaceuticals Inc (SNDX) Q1 2026 Earnings Call Transcript
Syndax Pharmaceuticals reported $172 million total revenue for 2025, driven by $124.8 million from its menin inhibitor RevuForge and $151.6 million from the chronic‑GVHD therapy Nictimvo. RevuForge posted 38% quarter‑over‑quarter revenue growth and reached roughly 50% penetration of the KMT2A AML population, while...
Rimini Street Inc (RMNI) Q1 2026 Earnings Call Transcript
Rimini Street reported Q3 2025 revenue of $103.4 million, a 1.2% YoY decline, while core (non‑PeopleSoft) revenue grew 2.5%. The company settled its Oracle litigation, committing to wind down PeopleSoft support by July 2028, which reduced gross margin to 59.9%. Billings and...
Lincoln Electric Holdings Inc (LECO) Q1 2026 Earnings Call Transcript
Lincoln Electric Holdings reported a record Q1 2026 with sales climbing 12% to $1.121 billion, propelled by a 10% price increase, favorable foreign‑exchange, and early benefits from its alloy‑steel acquisition. Adjusted EPS rose 16% to $2.50, while gross margin slipped 80...
First National Corp (FXNC) Q1 2026 Earnings Call Transcript
Simmons First National Corp reported 10% annualized loan growth in Q1 2026, crediting mature internal capabilities and favorable market timing. Consumer deposits rose 2‑3% quarter‑over‑quarter, supporting a 3‑basis‑point lift in net interest margin and a guidance target of mid‑3.80% by...
Upbound Group Inc (UPBD) Q1 2026 Earnings Call Transcript
Upbound Group reported its highest ever annual revenue of $4.7 billion, an 8.7% increase, and record free cash flow of $180 million. The Bridget acquisition contributed strong momentum, adding 1.6 million paid subscribers and delivering $64.6 million in Q4 revenue. Adjusted EBITDA reached $510 million,...
Cullen/Frost Bankers Inc (CFR) Q1 2026 Earnings Call Transcript
Cullen/Frost Bankers posted net income of $172.7 million, a 19.2% year‑over‑year increase, driven by robust loan and deposit growth. Average loans rose 6.8% to $21.5 billion and deposits climbed 3.3% to $42.1 billion, while net interest margin edged up to 3.69%. The...
Stagwell Inc (STGW) Q1 2026 Earnings Call Transcript
Stagwell reported $711 million in revenue for the quarter, a 15% year‑over‑year increase, and net revenue of $580 million, up 8.5% with an adjusted EBITDA of $111 million representing a 19.2% margin. The company set a record $101 million in net new business, pushing...
USA TODAY Co Inc (TDAY) Q1 2026 Earnings Call Transcript
USA TODAY Co. posted Q1 2026 revenue of $585 million, down 5.8% year‑over‑year, while digital revenues rose to a record 47% of total. Adjusted EBITDA jumped 16.6% to $91.1 million, lifting margin to 15.6%, and free cash flow increased to $31.5 million, marking...
Entegris Inc (ENTG) Q1 2026 Earnings Call Transcript
Entegris reported Q4 2025 revenue of $824 million, a 3% year‑over‑year decline but a 2% sequential increase, with gross margin and adjusted EBITDA margin at the high end of guidance. Free cash flow rose to $404 million, delivering a 12.7% margin—about 300...
Novocure Ltd (NVCR) Q1 2026 Earnings Call Transcript
NovoCure reported a record $655 million in net revenue for 2025, an 8% year‑over‑year increase driven by strong international patient growth. The company secured FDA approval for Optune Pax, its TTFields device targeting locally advanced pancreatic cancer, and began launch preparations in...
Offerpad Solutions Inc (OPAD) Q1 2026 Earnings Call Transcript
Offerpad Solutions posted Q1 2026 revenue of $80 million from 263 transactions, staying within its $70‑95 million guidance. Gross margin improved to 6.9 percent, and operating expenses fell to $12.2 million, down from $16.7 million a year earlier. Adjusted EBITDA loss narrowed to $6.7 million, reflecting...
A O Smith Corp (AOS) Q1 2026 Earnings Call Transcript
A. O. Smith reported record 2025 earnings, posting EPS of $3.85—a 6% increase—driven by higher commercial water‑heater and boiler volumes and stronger water‑treatment margins. Total sales rose modestly to $3.8 billion, offset by a 12% decline in China after subsidy cuts....
Baxter International Inc (BAX) Q1 2026 Earnings Call Transcript
Baxter International reported $3.0 billion in global sales for the quarter, an 8% reported increase and 3% operational growth, while adjusted earnings per share fell to $0.44, missing internal expectations. Margin pressure stemmed from an unfavorable product mix, higher supply costs...
Pro-Dex Inc (PDEX) Q3 2026 Earnings Call Transcript
Becton Dickinson reported Q3 fiscal 2025 revenue of $5.5 billion, up 8.5% year‑over‑year and 3% organically, while adjusted gross margin rose to 54.8% and adjusted EPS reached $3.68, beating expectations. The company announced a definitive agreement to divest its Biosciences and...
IRhythm Holdings, Inc (IRTC) Q1 2026 Earnings Call Transcript
iRhythm reported Q2 2025 revenue of $186.7 million, up 26.1% year‑over‑year, driven by strong long‑term monitoring sales, Zio AT growth, and innovative channel partners. The company lifted its full‑year 2025 non‑GAAP revenue outlook to $720‑$730 million and raised adjusted EBITDA margin guidance to...
Textron Inc (TXT) Q1 2026 Earnings Call Transcript
Textron reported a strong Q1 2026 with revenue of $3.7 billion, up 12% year‑over‑year, and adjusted EPS of $1.45, a 13% increase. Segment profit rose 10% to $320 million, driven by growth across its aviation, Bell and systems businesses. The company announced...
Acres Commercial Realty Corp (ACR) Q1 2026 Earnings Call Transcript
Acres Commercial Realty Corp reported a $1 billion CRE securitization that lifted GAAP leverage to 3.4 times and expanded its loan portfolio by $374.4 million to $2.2 billion across 60 assets. Book value per share rose to $29.98, a 66 % increase since 2020, while...
Intercontinental Exchange Inc (ICE) Q1 2026 Earnings Call Transcript
Intercontinental Exchange reported a record 2025 with adjusted EPS of $6.95, a 14% increase, and net revenues of $9.9 billion, up 6%. The company exceeded Black Knight acquisition synergies, delivering $230 million annually and raising the 2028 target to $275 million. Volume metrics...
Amgen Inc (AMGN) Q1 2026 Earnings Call Transcript
Amgen reported first‑quarter 2026 sales of $5.6 billion, a 4% year‑over‑year increase, driven by six high‑growth products that contributed 70% of total revenue. Repatha, Evenity, Test Buyer, TEPEZZA and the rare‑disease portfolio posted double‑digit growth, while legacy brands Prolia and XGEVA...
Safehold Inc (SAFE) Q1 2026 Earnings Call Transcript
Safehold Inc. reported Q1 2026 results highlighting $167 million of new transactions, primarily affordable‑housing ground leases in Southern California, and a $400 million unsecured term loan that refinanced near‑term debt. The company earned an A‑ rating from S&P and single‑A from all...
Standard Motor Products Inc (SMP) Q1 2026 Earnings Call Transcript
Standard Motor Products reported Q1 2026 net sales up 12.2% year‑over‑year, propelled primarily by the Nissens acquisition which contributed $64 million in the quarter and $305 million for the year. Adjusted EBITDA margin improved to 9.7% of net sales, while vehicle‑control and...
Exponent Inc (EXPO) Q1 2026 Earnings Call Transcript
Exponent Inc. posted a strong first‑quarter 2026, with total revenues climbing 14% to $166.3 million and EBITDA rising 15% to $43.1 million, lifting the margin to 28.4% of net revenues. Billable hours increased 6% and utilization improved to 76%, reflecting higher demand...
CCC Intelligent Solutions Holdings Inc (CCC) Q1 2026 Earnings Call Transcript
CCC Intelligent Solutions posted a stronger Q1 2026 with adjusted gross margin climbing to 19.7% and community count rising 4% to 316. Home deliveries totaled 2,013, but full‑year delivery guidance was trimmed to 9,500‑10,500 homes amid geopolitical and rate pressures....
Tanger Inc (SKT) Q1 2026 Earnings Call Transcript
Tanger Inc. reported full‑year core FFO of $2.33 per share, a 9.4% increase year‑over‑year, driven by record leasing activity and solid same‑center NOI growth. Occupancy rose to 98.1% and the company leased over 3 million square feet, the highest in its...
TechnipFMC PLC (FTI) Q1 2026 Earnings Call Transcript
TechnipFMC reported Q1 2026 revenue of $2.5 billion and adjusted EBITDA of $453 million, delivering an 18.2% margin after excluding foreign‑exchange gains. Subsea drove most of the growth, posting $2.2 billion in revenue, a 20% EBITDA margin and a $30 billion two‑year pipeline, while...
Mastercard Inc (MA) Q1 2026 Earnings Call Transcript
Mastercard reported Q1 2026 net revenue up 15% year‑over‑year on a non‑GAAP, currency‑neutral basis, propelled by a 22% surge in value‑added services. Operating income rose 17% and earnings per share reached $4.76, aided by $3.6 billion of share repurchases. Transaction volumes grew...
Air Products and Chemicals Inc (APD) Q2 2026 Earnings Call Transcript
Air Products reported Q2 2026 earnings with EPS of $3.20, a 19% increase, and operating margin rising to 23.7%, up over 200 basis points. Sales grew 9% and return on capital held at 11.4%, while the company returned $800 million to...
Casella Waste Systems Inc (CWST) Q1 2026 Earnings Call Transcript
Casella Waste Systems reported Q1 2026 revenue of $469.1 million, a 9.7% increase driven by acquisitions and same‑store growth. Adjusted EBITDA rose 12.7% to $107 million, with margin expanding to 22.8%, while full‑year 2025 results showed double‑digit growth across revenue,...
ADT Inc (ADT) Q1 2026 Earnings Call Transcript
ADT Inc. posted full‑year 2025 revenue of $5.1 billion, a 5% increase, and adjusted EBITDA of $2.68 billion, up 4%. Adjusted earnings per share rose 19% to $0.89, while free cash flow grew 16% and the company returned nearly $800 million to shareholders....
Warrior Met Coal Inc (HCC) Q1 2026 Earnings Call Transcript
Warrior Met Coal reported Q1 2026 results highlighted by the completion of the Blue Creek mine ahead of schedule and without incurring debt, delivering over $1 billion in capital spend. Record sales of 3 million short tons and production of 3.5 million short...
Labcorp Holdings Inc (LH) Q1 2026 Earnings Call Transcript
Labcorp reported full‑year 2025 enterprise revenue up more than 7% and adjusted EPS rising 13%, driven by strong Diagnostics and Central Laboratory performance. Fourth‑quarter revenue reached $3.5 billion, margins expanded 120 basis points, and free cash flow hit $1.2 billion despite a seasonal...
Westwood Holdings Group Inc (WHG) Q1 2026 Earnings Call Transcript
Westwood Holdings Group reported Q1 2026 AUM of $18.3 billion, up $0.9 billion from year‑end, propelled by private energy and real‑asset strategies. Total revenue reached $25 million and GAAP net income was $0.09 per share, while non‑GAAP earnings rose to $0.31 per share....
Merit Medical Systems Inc (MMSI) Q1 2026 Earnings Call Transcript
Merit Medical Systems reported Q1 2021 GAAP revenue of $249 million, a 2.2% year‑over‑year increase, driven mainly by a 4.9% rise in international sales and modest U.S. growth. On a constant‑currency basis the company posted 0.6% revenue growth, surpassing its prior...
Willis Towers Watson PLC (WTW) Q1 2026 Earnings Call Transcript
Willis Towers Watson reported 5% organic revenue growth for the full year, surpassing its mid‑single‑digit target, while adjusted operating margin expanded 130 basis points to 25.2%. Adjusted diluted EPS rose 13% on a comparable basis, and free cash flow reached...
ACCO Brands Corp (ACCO) Q1 2026 Earnings Call Transcript
ACCO Brands reported a 4% decline in fourth‑quarter revenue and an 8% drop in comparable sales, with gross margin falling 110 basis points to 33.6% amid weaker volumes and adverse product mix. The company delivered $35 million in cost‑reduction savings, moving...
PBF Energy Inc (PBF) Q1 2026 Earnings Call Transcript
PBF Energy disclosed that the COVID‑19 pandemic forced its refineries to run at historically low utilization, prompting a $1.8 billion liquidity raise and an aggressive cost‑reduction program. The company completed an East Coast reconfiguration that should save $150 million annually and contributed...
Diamondrock Hospitality Co (DRH) Q1 2026 Earnings Call Transcript
DiamondRock Hospitality reported Q1 2019 results that slightly exceeded internal expectations, driven by a 2% overall RevPAR increase and stronger food‑and‑beverage performance. Adjusted EBITDA and adjusted FFO were marginally ahead of forecasts, while the company repurchased 3.1 million shares at a...
Universal Display Corp (OLED) Q1 2026 Earnings Call Transcript
Universal Display Corp reported Q1 2021 revenue of $134 million, operating profit of $63.6 million and net income of $51.7 million, or $1.08 per diluted share. The company highlighted accelerating OLED adoption across smartphones, TVs, laptops, gaming devices and automotive interiors, with panel...
Hamilton Insurance Group Ltd (HG) Q1 2026 Earnings Call Transcript
Hamilton Insurance Group reported record Q4 2025 results, posting $577 million net income—a 44% year‑over‑year rise—and a 22% return on average equity. Gross premiums written hit $2.9 billion, up 21%, while the combined ratio improved to 92.9% overall and 87% in the...