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, with first‑refill adherence climbing to roughly 91% under observed dosing protocols. Clinical outcomes from the INNO2VATE program show Vafseo reduces hospitalization rates and Medicare costs compared with Darbepoetin, translating into significant per‑patient savings. The company ended the year with $184.8 million in cash, enough to fund operations for at least two years, while warning of expanded generic competition for Auryxia in 2026.
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...
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...
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...
Scansource Inc (SCSC) Q3 2026 Earnings Call Transcript
ScanSource (SCSC) posted third‑quarter 2026 results showing 9% year‑over‑year net sales growth, led by strong hardware demand across networking and security. Specialty Technology Solutions drove profit expansion with a 10% gross profit increase and a growing recurring revenue mix, while...
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...
Howmet Aerospace Inc (HWM) Q1 2026 Earnings Call Transcript
Howmet Aerospace reported record Q4 2025 results, posting $2.17 billion in revenue—a 15% quarter‑over‑quarter increase and 11% year‑over‑year growth. EBITDA rose 29% to $653 million, delivering a 30% margin, while free cash flow hit $1.43 billion, representing a 93% conversion of net income....
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...
Alarm.com Holdings Inc (ALRM) Q1 2026 Earnings Call Transcript
Alarm.com reported Q1 2026 revenue of $265.2 million, up 11% YoY, driven by 10.8% growth in SaaS and license revenue to $181.5 million and 11.5% growth in hardware. The company posted adjusted EBITDA of $49.6 million with an 18.7% margin and generated $49.7 million...
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...
Stratasys Ltd (SSYS) Q1 2026 Earnings Call Transcript
Stratasys reported Q1 2026 revenue of $140 million, down 6.9% year‑over‑year, with GAAP gross margin slipping to 36.8% and a GAAP net loss of $18.9 million. Non‑GAAP metrics showed modest profitability, delivering $6.2 million net income. The company highlighted expanding manufacturing revenue to...
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%...
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....
Stoneridge Inc (SRI) Q1 2026 Earnings Call Transcript
Stoneridge Inc. reported a strong 2025 performance, highlighted by MirrorEye revenue surging 69% to $111 million and record Brazil OEM sales of $26.7 million. The company divested its Control Devices segment for $59 million, using proceeds to reduce debt and simplify the balance...
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...
W&T Offshore Inc (WTI) Q1 2026 Earnings Call Transcript
W&T Offshore reported a 13% year‑over‑year increase in production, climbing from 30,500 to 36,200 barrels of oil equivalent per day in 2025, and guided to roughly 35,000 boepd in 2026 without new drilling. Capital expenditures were disciplined at $55 million, focused...
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...
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...
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...
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...
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...
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...
WW Grainger Inc (GWW) Q1 2026 Earnings Call Transcript
W.W. Grainger reported first‑quarter 2026 revenue up 10.1% year‑over‑year, or 12.2% on a daily organic basis, driven by strong price realization and volume across both High‑Touch Solutions and Endless Assortment. Operating margin rose to 16.7%, a 110‑basis‑point improvement, while diluted...
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,...
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...
LightPath Technologies Inc (LPTH) Q3 2026 Earnings Call Transcript
LightPath Technologies reported record Q3 2026 revenue of $19.1 million, a 109% year‑over‑year increase, propelled by strong growth in assemblies and modules. Gross profit surged 161% to $7 million, lifting the gross margin to 36% as the company shifted toward higher‑value, vertically...
Nexstar Media Group Inc (NXST) Q1 2026 Earnings Call Transcript
Nexstar Media Group reported Q1 2026 net revenue of $1.29 billion, a 13.4% decline driven primarily by a $233 million drop in political advertising. Non‑political ad revenue grew 4.5%, helping offset the broader ad slowdown, while distribution revenue modestly rose 0.8%. The...
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,...
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...
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...
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...
Figs Inc (FIGS) Q1 2026 Earnings Call Transcript
FIGS reported Q1 2026 net revenue of $159.9 million, up 28% year‑over‑year, propelled by strong scrubwear sales and a 12% increase in active customers to over 3 million. International revenue surged 50%, expanding the company’s footprint to 85 markets, while U.S. revenue...
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...
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...
Xponential Fitness Inc (XPOF) Q1 2026 Earnings Call Transcript
Xponential Fitness reported 3,137 open studios at quarter end, with 66 new openings and 26 closures, driven by 43 new North American and 23 international locations. The company added a robust Club Pilates pipeline, securing agreements for roughly 160 future...
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...
MBIA Inc (MBI) Q1 2026 Earnings Call Transcript
MBIA Inc reported a consolidated GAAP net loss of $51 million for 2025, a sharp improvement from the $447 million loss in 2024, while adjusted net income turned positive at $23 million. The insurer trimmed its PREPA‑related gross par by...
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...
Cion Investment Corp (CION) Q1 2026 Earnings Call Transcript
Cion Investment Corp reported Q1 2026 net investment income of $0.25 per share, missing its $0.30 monthly distribution target due to lower fees and higher interest expense from recent refinancing. Net asset value fell 4.7% quarter‑over‑quarter to $13.11 per share,...
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...
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...