Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Aehr Test Systems Q2 Fiscal 2026 Earnings Call - Robust AI-Driven Bookings Signal Potential Revenue Surge in Fiscal 2027
Aehr Test Systems’ Q2 fiscal 2026 earnings exposed a mixed near-term performance with revenue softening to $9.9 million, down 27% year-over-year, hampered by lower wafer pack shipments. However, the c...
- Q2 revenue was $9.9 million, down 27% year-over-year, influenced by decreased wafer pack shipments but offset somewhat by stronger Sonoma system demand.
- Management reinstated fiscal 2026 guidance, expecting H2 revenues between $25 million and $30 million with bookings projected between $60 million and $80 million.
- AI processors are the primary driver of strong bookings, both in wafer-level and package-part burn-in segments, representing a major growth opportunity.
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Tilray Brands Q2 2026 Earnings Call - Resilient Global Cannabis & Strategic Diversification Drive Record Revenue and Improved Profitability
Tilray Brands reported a record second-quarter fiscal 2026 with net revenue of $217.5 million and marked improvements across profitability metrics despite ongoing industry headwinds. International can...
- Tilray delivered record Q2 2026 net revenue of $217.5 million, beating analyst expectations amidst sector headwinds.
- International cannabis revenue grew 36% year-over-year and 51% sequentially, driven primarily by European expansion despite regulatory and pricing pressures.
- Canadian adult-use cannabis sales increased 6%, boosted by product innovation and 5.5 million units shipped—the highest in two years.
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Simulations Plus Q1 FY2026 Earnings Call - Service Segment Strength Signals Potential Software Uptick Amid Industry Recovery
Simulations Plus reported a modest 3% revenue decline in Q1 FY2026, with software revenue falling 17% while services grew 16%, reflecting a mixed but cautiously optimistic landscape. Management highli...
- Simulations Plus delivered on Q1 FY2026 guidance with a 3% revenue decline to $18.4 million.
- Software revenue decreased 17% driven by challenging comps in clinical ops platform Pro-ficiency and lumpier QSP therapeutic model licensing.
- Services revenue grew 16%, with commercialization services (medical communications) up 42%, signaling strong client demand.
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Greenbrier Companies Q1 2026 Earnings Call - Resilient Integrated Model Delivers Strong Q1 with Improved Order Momentum
Greenbrier Companies reported a solid Q1 FY2026 performance, showcasing the strength and resilience of its integrated manufacturing and leasing business model amid a cautious market environment. Reven...
- Greenbrier reported Q1 2026 revenue of $706 million with an aggregate gross margin of 15%, driven by disciplined execution despite lower production volumes.
- New railcar orders totaled approximately 3,700 units valued at $550 million, including specialty cars with higher average selling prices, indicating strong commercial performance.
- The company’s backlog remains stable at about 16,300 units valued at $2.2 billion, with good visibility into second-half order growth tied to seasonal demand cycles.
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WD-40 Company FY26 Q1 Earnings Call - Confident Rebound in Marketing Distributor Sales and Premiumization Drive Growth
WD-40 Company reported a modest 1% increase in consolidated net sales to $154.4 million for fiscal year 2026 first quarter, with maintenance products growing 2% to $148.9 million. Direct markets, enco...
- Consolidated net sales rose 1% year-over-year to $154.4 million in Q1 FY26.
- Maintenance products, representing 96% of sales, grew 2%, with direct markets up 8%.
- Marketing distributor sales were weak due to timing and inventory adjustments, not end-user demand decline.
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Educational Development Corporation Q3 2026 Earnings Call - Debt-Free After Property Sale, Positioning for Growth
Educational Development Corporation's fiscal Q3 2026 shows a company in transition but moving from constraint to opportunity. The sale of its Hilti Complex erased all bank debt, lifting previous opera...
- Sale of Hilti Complex completed, eliminating all bank debt and removing financial restrictions impeding growth.
- Q3 net revenues declined to $7 million from $11.1 million year-over-year, with active brand partners nearly halved to 5,100.
- Earnings before income taxes were positive at $10.6 million, primarily due to a $12.2 million gain from the building sale; underlying operations showed a loss.
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PriceSmart Inc Q1 FY2026 Earnings Call - Robust Growth Fueled by Membership Expansion and Strategic Investments
PriceSmart opened fiscal year 2026 with solid momentum, reporting a 10.6% increase in net merchandise sales and a commendable 6.7% growth in membership accounts. The company notably expanded its premi...
- Net merchandise sales increased 10.6% year over year to nearly $1.4 billion, with comparable sales up 8%.
- Membership accounts grew 6.7% to over 2 million, with Platinum memberships rising from 14% to 19.3% of the base.
- Colombia led regional growth with a 27.8% increase in net merchandise sales and 27.9% comparable sales growth.
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CMC Fiscal 2026 Q1 Earnings Call - Record Earnings Driven by Strategic Execution and Precast Acquisition
CMC kicked off fiscal 2026 with one of its strongest quarters ever, posting net earnings of $177.3 million and an adjusted core EBITDA increase of over 50% year-over-year. The company credited its dis...
- CMC reported fiscal Q1 net earnings of $177.3 million, or $1.58 per diluted share, and adjusted earnings of $206.2 million, $1.84 per share, reflecting strong operational execution.
- Consolidated core EBITDA reached $316.9 million, a 52% increase YoY, with core EBITDA margin expanding to 14.9%.
- TAG strategic program delivered approximately $50 million EBITDA benefits last fiscal year and aims for $150 million annual run rate by Q4 FY2026, emphasizing operational and commercial excellence.
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AZZ Inc. Q3 Fiscal 2026 Earnings Call - Record Sales and Strategic Growth Momentum Amid Market Headwinds
AZZ Inc. reported record quarterly sales of $426 million, the highest in its history, driven primarily by a 15.7% surge in Metal Coatings demand stemming from infrastructure modernization, data center...
- AZZ achieved record quarterly sales of $426 million, up 5.5% year over year, its highest ever.
- Metal Coatings segment outperformed with 15.7% sales growth fueled by infrastructure and energy transition projects.
- Precoat Metals sales declined 1.8% year over year due to softness in construction, HVAC, and transportation markets.
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Lindsay Corporation Fiscal Q1 2026 Earnings Call - Resilient Margins Amidst North American Downturn and $80M MENA Project Win
Lindsay Corporation reported a challenging start to fiscal 2026 with revenues down 6% to $155.8 million, driven by lower irrigation volumes amid ongoing trade uncertainty, weak commodity prices, and h...
- Total revenues declined 6% year-over-year to $155.8 million, mainly due to lower irrigation volumes caused by trade uncertainty, low commodity prices, and high input costs.
- Operating income fell 6% to $19.6 million, but operating margins held steady at 12.6%, reflecting strong price and cost management.
- North American irrigation sales decreased 4%, with customers delaying large capital purchases amid low profitability and ongoing macroeconomic challenges.
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