Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
JELD-WEN Q1 2026 Earnings Call - Service Improvements Offset Volume Declines, Raised Revenue Guidance
JELD-WEN Holdings reported a challenging first quarter, with net revenue falling 7% year-over-year to $722 million and adjusted EBITDA collapsing 72% to $6 million. The decline was driven by a steep d...
- Revenue fell 7% year-over-year to $722 million, driven by a 10% core revenue decline as lower volumes overwhelmed slight pricing gains.
- Adjusted EBITDA collapsed 72% to just $6 million, with a 0.9% margin, as $22 million in volume headwinds and $21 million in price-cost inflation offset $22 million in productivity gains.
- Management raised full-year 2026 revenue guidance to $3.05-$3.2 billion, up from $2.95-$3.1 billion, citing improved service levels and better-than-expected April sales.
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Eve Holding Q1 2026 Earnings Call - Engineering Prototype Flight Tests Validate Path to 2028 Certification
Eve Holding delivered a strong operational quarter, logging 59 flights and validating 130 performance points with its engineering prototype. The company is on track to begin transition flights in the ...
- Eve completed 59 flights and logged nearly two and a half hours in the air with its engineering prototype, validating 130 distinct performance points and reaching 215 feet in altitude and 30 knots forward speed.
- The company is preparing to initiate transition flights in the second quarter, moving from hover mode to partial transition and eventually full wing-borne flight above 85 knots.
- Eve remains on track for certification prototype first flights in the second half of 2027 and a targeted entry to service in 2028, contingent on a 12-month certification flight test campaign.
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Shoals Technologies Group Q1 2026 Earnings Call - Record Backlog and Raised Guidance Signal Solar Demand Resilience
Shoals Technologies Group reported a strong start to 2026, with Q1 revenue of $140.6 million, up 75% year-over-year, driven by robust demand in the U.S. utility-scale solar market. The company achieve...
- Revenue surged 75% year-over-year to $140.6 million, beating guidance and reflecting strong demand in the U.S. utility-scale solar market.
- Record backlog and awarded orders (BLAO) reached $758 million, up 18% year-over-year, with $628 million scheduled for delivery through Q1 2027.
- Adjusted EBITDA grew 56% year-over-year to $21.1 million, landing at the high end of guidance and signaling strong operating leverage.
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Ocular Therapeutix Q1 2026 Earnings Call - AXPAXLI Demonstrates Unprecedented Superiority in Wet AMD
Ocular Therapeutix delivered a transformative update on AXPAXLI (SOL-1), marking the first time a novel investigational therapy has statistically and clinically surpassed an approved anti-VEGF agent i...
- AXPAXLI (SOL-1) achieved statistical superiority over aflibercept in Phase III wet AMD with a p-value of 0.0006, marking the first time a novel investigational therapy has beaten an approved anti-VEGF in this indication.
- Unmatched durability: Two-thirds of patients maintained vision with a single injection for an entire year, while 66% sustained vision through 12 months in a highly treatment-naive, high-risk population.
- Superior disease control: AXPAXLI delayed time to fluid volume increases by 5-6 months compared to aflibercept, with a 6-month delay in reaching clinically meaningful rescue thresholds.
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Labcorp Holdings Q1 2026 Earnings Call - Specialty Testing Momentum and Margin Expansion Drive Upside
Labcorp delivered a strong start to 2026, with Q1 revenue rising 5.8% to $3.5 billion and adjusted EPS climbing 10.6% to $4.25. The growth was broadly based, with Diagnostics Laboratories up 5% and Bi...
- Q1 2026 revenue reached $3.5 billion, up 5.8% year-over-year, with adjusted EPS growing 10.6% to $4.25.
- Organic revenue growth was 3.1%, driven by strong performance in both Diagnostics and Biopharma Laboratory Services segments.
- Diagnostics Laboratories revenue grew 5% to $2.8 billion, with 2.9% organic growth and a 2.6% price mix increase.
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EVgo Q1 2026 Earnings Call - Record $110M Revenue and DOE Loan Amendment Fuel Aggressive Buildout
EVgo delivered record Q1 2026 revenue of $110 million, driven by a 45% year-over-year surge in its operating network and new dedicated AV hub contracts. The company added 200 new stalls, bringing tota...
- Record Q1 2026 revenue of $110 million, up 45% year-over-year, driven by network expansion and new AV hub contracts.
- Total stalls in operation reached 5,280, with 200 new stalls added in Q1, including 100 new public EVgo-owned stalls.
- Public network throughput hit 91 GWh in Q1, a 10% year-over-year increase, though daily per-stall throughput dipped 3.5% due to seasonal weather and new stall ramp-up.
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Dorman Products Q1 2026 Earnings Call - Tariff Costs Weigh on Margins as Management Reaffirms Full-Year Guidance
Dorman Products reported a solid but margin-constrained first quarter, with net sales rising 4% to $529 million and adjusted EPS of $1.57, down 22% year-over-year. The decline was driven by the highes...
- Net sales rose 4% year-over-year to $529 million, driven by pricing actions that offset lower volumes against a strong prior-year quarter.
- Adjusted diluted EPS came in at $1.57, down 22% year-over-year, primarily due to elevated tariff-related cost of goods sold recognized via FIFO.
- Adjusted operating margin contracted to 12.1%, a 490 basis point decline, reflecting the peak tariff expense Dorman expects to recognize in 2026.
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Atkore International Group Q2 FY2026 Earnings Call - Data Center & Solar Momentum Offsets PVC Headwinds
Atkore delivered a sequential improvement in Q2 FY2026, with net sales rising to $731 million and adjusted EPS of $1.23. The company’s earnings were weighed down by a $136.5 million pre-tax charge to ...
- Net sales rose 5% year-over-year to $731 million, marking the first quarterly sales increase since Q4 FY2022, driven by a 5% jump in organic volume and a 1.5% increase in average selling prices.
- Adjusted EPS came in at $1.23, significantly lower than the $2.04 reported in the prior year, primarily due to a $136.5 million pre-tax charge to settle two classes in PVC pipe antitrust litigation.
- Management confirmed full-year guidance remains intact, projecting mid-single-digit organic volume growth, adjusted EBITDA of $340 million to $360 million, and adjusted EPS of $5.05 to $5.55.
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Revvity Q1 2026 Earnings Call - Divests China Immunodiagnostics to Focus on AI-Driven Life Sciences Growth
Revvity kicked off 2026 with a strong quarter, reporting 3% organic growth, adjusted operating margins of 23.6%, and EPS of $1.06, beating expectations. The defining move of the call was the decision ...
- Revvity reported Q1 2026 revenue of $711 million, with 3% organic growth, adjusted operating margins of 23.6%, and adjusted EPS of $1.06, all beating guidance.
- The company announced a strategic divestiture of its China immunodiagnostics business, which represented ~6% of 2025 revenue, due to persistent policy headwinds and high capital requirements for local manufacturing.
- Pro forma Q1 organic growth excluding China immunodiagnostics would have been 6%, with pro forma adjusted operating margins of 24% and EPS of $1.04.
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Texas Capital Bancshares Q1 2026 Earnings Call - Record Fee Income and Dividend Initiation Signal Platform Maturity
Texas Capital Bancshares delivered a quarter defined by structural momentum rather than cyclical luck. Fee income hit a record $58.8 million, driven by an 89% surge in investment banking and broad-bas...
- Fee income reached a record $58.8 million in Q1 2026, up 59% year-over-year, with all three focus areas—investment banking, treasury, and wealth management—delivering record quarterly contributions.
- Investment banking fees surged 89% year-over-year to $42.3 million, supported by $11 billion in debt arrangements and over $1 billion in equity raises, highlighting the firm's role as a top middle-market arranger.
- Texas Capital Bancshares initiated a quarterly common stock dividend of $0.20 per share, signaling confidence in sustainable earnings and a shift toward mature capital return policies.
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