Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Aspen Aerogels Q1 2026 Earnings Call - Energy Industrial Growth Offsets Plant Disruption
Aspen Aerogels reported a challenging start to 2026, with Q1 revenue declining 8% quarter-over-quarter to $37.9 million, weighed down by an operational disruption at its East Providence manufacturing ...
- Q1 2026 revenue came in at $37.9 million, an 8% quarter-over-quarter decline, with Energy Industrial down 15% and Thermal Barrier flat.
- An explosion at the East Providence manufacturing facility in April caused a temporary operational disruption, with a staged restart expected in May.
- Energy Industrial segment targets 20% revenue growth for 2026, driven by subsea projects, LNG infrastructure expansion, and deferred maintenance work.
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Gogo Inc Q1 2026 Earnings Call - Galileo and 5G momentum offset legacy revenue decline with record equipment sales and military growth
Gogo Inc delivered a transitional first quarter in 2026, with total revenue holding steady at $226.3 million despite a 5% year-over-year decline in service revenue. The company is actively pivoting fr...
- Total revenue of $226.3 million decreased just 2% year-over-year, demonstrating resilience amid a structural transition from legacy services to new platforms.
- Equipment revenue surged 22% to $38.6 million, driven by record sales of C1 conversion units and early shipments of the Galileo LEO network.
- Galileo LEO shipments reached 92 units in Q1, bringing cumulative shipments to 410 across 35 STCs covering a 7,000-aircraft addressable market.
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Americold Realty Trust Q1 2026 Earnings Call - $1.1B EQT Joint Venture Drives Deleveraging Amid Stabilizing Demand
Americold Realty Trust delivered a solid first quarter, beating consensus on AFFO per share and demonstrating that demand in the cold storage sector is stabilizing. The standout move of the quarter is...
- AFFO beat consensus: Americold reported AFFO per share of $0.29, beating analyst estimates and marking the third consecutive quarter of meeting or exceeding guidance.
- EQT joint venture: Management announced a $1.3 billion joint venture with EQT Partners. Americold will contribute 12 U.S. facilities, sell a 70% stake, and receive $1.1 billion in cash proceeds to pay down debt.
- Deleveraging trajectory: The transaction is expected to reduce the net debt to pro forma Core EBITDA ratio by roughly 0.75x, bringing leverage toward the long-term target of 6x or less.
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Lantheus Holdings Q1 2026 Earnings Call - PYLARIFY TruVu Approval and Strategic Shift to Radio Diagnostics
Lantheus Holdings reported a solid first quarter of 2026, driven by disciplined commercial execution across its core radiodiagnostics portfolio. PYLARIFY volume grew 5.8% year-over-year, NeuraCeq reve...
- PYLARIFY U.S. volume increased 5.8% year-over-year, maintaining market leadership in PSMA PET imaging despite competitive pressures and pricing discipline.
- FDA approved PYLARIFY TruVu, a new PSMA PET formulation with larger batch sizes and enhanced stability, enabling broader geographic reach via high-energy cyclotrons.
- Tentative FDA approval received for PNT2003, the first radioequivalent to LUTATHERA for GEP-NETs, with final approval pending Hatch-Waxman stay resolution and legal proceedings.
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The Real Brokerage Q1 2026 Earnings Call - Record Cash and RE/MAX Acquisition Signal Platform Scale
The Real Brokerage delivered a resilient Q1 2026, posting $466 million in revenue, up 32% year-over-year, and growing closed transactions 25% despite a soft housing market. Adjusted EBITDA surged 80% ...
- Revenue surged 32% year-over-year to $466 million, driven by a 25% increase in closed transactions that outperformed flat U.S. and declining Canadian home sales.
- Adjusted EBITDA jumped 80% to $14.9 million, demonstrating significant operating leverage as gross profit grew faster than operating expenses.
- The company ended the quarter with a record $62.9 million in unrestricted cash and investments, maintaining a debt-free balance sheet.
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Acacia Research Q1 2026 Earnings Call - Benchmark Drills First Cherokee Well Amid Record Revenue and Hedge Volatility
Acacia Research delivered Q1 2026 revenue of $54.2 million, driven by record energy segment performance and steady manufacturing results, while the IP division remained episodic with minimal licensing...
- Acacia Research reported Q1 2026 revenue of $54.2 million, with operated segment adjusted EBITDA of $6.8 million, excluding IP.
- Benchmark, the energy division, achieved record quarterly revenue of $18.7 million and $7.7 million in adjusted EBITDA, driven by increased production and favorable commodity prices.
- Benchmark successfully drilled and brought online its first Cherokee well in late March, with initial results described as strong and a projected 2.5x multiple on invested capital.
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Avient Corporation Q1 2026 Earnings Call - Pricing Power Offsets Inflation While AI and Packaging Drive Growth
Avient delivered Q1 2026 results that were modestly ahead of expectations, with adjusted EPS of $0.83 and disciplined margin expansion despite a complex operating environment. The company successfully...
- Avient reported Q1 2026 adjusted EPS of $0.83, slightly beating expectations, driven by disciplined cost control and productivity initiatives that offset wage inflation and incentive resets.
- Organic sales were broadly in line with expectations, with packaging, the largest end market, finishing low single-digit growth despite strong prior-year comparisons of 7%.
- Management confirmed it has secured supply for the vast majority of raw materials for Q2, with only select items facing constraints, and expects organic sales growth and margin expansion in the second quarter.
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GoodRx Q1 2026 Earnings Call - Pharma Direct Revenue Surges 82% as Core Business Stabilizes
GoodRx delivered a mixed but strategically decisive first quarter. Revenue hit $194 million, driven by an 82% year-over-year jump in Pharma Direct, which now accounts for nearly a quarter of total sal...
- Pharma Direct revenue grew 82% year-over-year to $52.2 million, becoming the primary growth engine and accounting for nearly 27% of total revenue.
- GoodRx raised full-year 2026 revenue guidance to $765 million to $785 million and adjusted EBITDA guidance to at least $235 million, driven by stronger-than-expected Pharma Direct performance.
- The legacy prescription transaction revenue declined 24% year-over-year to $113.7 million, but monthly active consumers flattened at 5.3 million, signaling an end to the steep sequential declines seen in 2025.
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Tenaris Q1 2026 Earnings Call - Geopolitical Turmoil Tests Supply Chains While North America and Offshore Backlogs Point to Stronger Second Half
Tenaris reported a resilient first quarter with sales rising 6% year-over-year to $3.1 billion and net income jumping 22% to $564 million, despite the sudden closure of the Strait of Hormuz disrupting...
- Sales rose 6% year-over-year to $3.1 billion in Q1 2026, defying Middle East disruptions.
- Net income jumped 22% to $564 million, driven by lower tariff costs and better below-the-line results.
- EBITDA margin held steady at 24%, as higher maintenance costs were offset by tariff savings.
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Celsius Holdings Q1 2026 Earnings Call - Record Revenue Hits $783M as Alani Nu Integration Cuts Costs and Margin Trajectory Holds
Celsius Holdings delivered a record $783 million in first quarter revenue, driven by a 60% surge in Alani Nu sales and steady Celsius performance. The company completed the Alani Nu integration, captu...
- Record first quarter revenue of $783 million, setting a new quarterly high for Celsius Holdings.
- Alani Nu net sales surged 60% year-over-year to $368 million, reflecting strong execution post-acquisition.
- Celsius brand net sales grew approximately 6% year-over-year to $348 million, supported by SKU optimization and Fizz-Free expansion.
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