Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Endeavour Silver Q1 2026 Earnings Call - Record Production and Cash Flow Fuel Pitarrilla Ambitions
Endeavour Silver reported a record-breaking first quarter of 2026, driven by the full integration of the Kolpa plant expansion and the ramp-up of its new Terronera mine. Production surged 78% year-ove...
- Record Q1 2026 production of nearly 2 million ounces of silver and 12,000 ounces of gold, representing a 78% year-over-year increase.
- Revenue surged 230% to $210 million, while mine operating cash flow before taxes jumped 400% to $115 million.
- All-in sustaining costs net of byproduct credits rose 51% to $37 per ounce due to higher royalties and third-party material purchases at Terronera, but are expected to decline as operations stabilize.
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LandBridge Q1 2026 Earnings Call - Raised 2026 Guidance on Data Center Momentum and Pipeline Visibility
LandBridge delivered strong Q1 2026 results, with revenue and adjusted EBITDA both up 16% year-over-year, and raised its full-year adjusted EBITDA guidance to $210-230 million. The company’s fee surfa...
- LandBridge raised full-year 2026 adjusted EBITDA guidance to $210-230 million, up $5 million at both ends, driven by improved pipeline visibility and a more supportive macro environment.
- Q1 2026 revenue reached $51 million, up 16% year-over-year, with adjusted EBITDA of $44.9 million and an 88% margin, reflecting durable, high-margin economics.
- Free cash flow surged 158% year-over-year to $40.9 million, with a 80% free cash flow margin, underscoring the asset-light, minimal capital expenditure model.
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CoreCivic Q1 2026 Earnings Call - Updated 2026 Guidance Raised Despite Transient ICE Population Dip
CoreCivic delivered a strong first quarter of 2026, beating adjusted EPS and EBITDA estimates while raising full-year guidance. The results were driven by the activation of previously idle facilities,...
- Full-year 2026 adjusted EPS guidance raised to $1.53-$1.63 from $1.49-$1.59, and adjusted EBITDA raised to $453.8M-$461.8M from $437M-$445M.
- Q1 2026 adjusted EPS of $0.40 beat estimates by $0.12, and adjusted EBITDA of $110.1M beat estimates by $13.3M.
- Acquisition of Clinical Solutions Pharmacy (CSP) completed for $148M, adding a mail-order pharmacy service for correctional facilities.
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Priority Technology Holdings Q1 2026 Earnings Call - High-Growth Payables and Treasury Segments Drive Margin Expansion and Earnings Beat
Priority Technology Holdings delivered a robust first quarter, with revenue climbing 11% year-over-year to $249.6 million and adjusted EPS jumping 27% to $0.28. The company’s strategic pivot toward hi...
- Revenue grew 11% year-over-year to $249.6 million, driven by 9.1% organic growth and acquisitions completed in the second half of 2025.
- Adjusted EPS surged 27% to $0.28, outpacing revenue growth and reflecting improved margin mix from high-margin segments.
- Payables revenue jumped 35.6% year-over-year, fueled by larger enterprise clients using the platform for working capital and cross-border payments.
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Patria Q1 2026 Earnings Call - Fee-Earning AUM Surges 31% as Platform Diversifies and Debt Strategy Shifts
Patria’s first quarter 2026 results underscore a platform in transition, shifting from reliance on volatile performance fees toward predictable, market-valued assets. Fee-earning AUM jumped 31% year-o...
- Fee-earning AUM grew 31% year-over-year to $45.8 billion, with pro forma AUM reaching $47.5 billion after the WP Global Partners acquisition.
- Fundraising totaled $2.1 billion in Q1 2026, keeping the firm on track to beat its 2025 record of $7.7 billion and meet full-year guidance of $7 billion.
- Fee-related earnings rose 19% to $50.5 million, supporting reaffirmed full-year FRE guidance of $225 million to $245 million and a long-term margin target of 58% to 60%.
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FS KKR Capital Corp Q1 2026 Earnings Call - KKR Deploys $600M to Stabilize FSK Amid NAV Decline
FS KKR Capital Corp. (FSK) reported a challenging first quarter of 2026, with its NAV declining 9.9% per share to $18.83, driven by legacy credit events, non-accrual placements, and mark-to-market pre...
- FSK’s NAV per share declined 9.9% in Q1 2026 to $18.83, resulting from specific credit events, non-accrual moves, and mark-to-market adjustments.
- KKR is launching a $150 million fixed-price tender offer for FSK shares at $11.00, a premium to recent trading levels, to provide liquidity and express confidence in intrinsic value.
- KKR will invest $150 million in FSK via cumulative convertible perpetual preferred stock, carrying a 5% cash or 7% PIK dividend rate and an initial conversion price of $18.83.
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Sharplink Q1 2026 Earnings Call - ETH Treasury Compounds Amid DeFi Hacks and Macro De-leveraging
Sharplink reported a net loss of $685.6 million for Q1 2026, driven by a $506.7 million unrealized loss and a $191.7 million impairment charge as ETH prices consolidated. Revenue surged to $12.1 milli...
- Revenue surged 16x year-over-year to $12.1 million, driven by staking yields and a $200 million deployment onto Linea.
- Net loss widened to $685.6 million due to a $506.7 million unrealized loss and a $191.7 million impairment charge from ETH price volatility.
- ETH treasury holdings grew to 872,984 ETH as of May 4, 2026, including native, LsETH, and weETH.
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ICU Medical Q1 2026 Earnings Call - Core Growth Outpaces Macro Headwinds
ICU Medical reported a mixed Q1 2026, with total organic revenue growth of just 1% due to the deconsolidation of its IV Solutions business following the Otsuka joint venture. Despite a sharp flu spike...
- Total organic revenue growth slowed to 1% in Q1 2026, weighed down by the deconsolidation of IV Solutions, though core consumables and IV systems continued to grow.
- IV systems business hit a record quarter with 6% organic growth, signaling strong demand for new pump platforms despite FDA testing delays for Medfusion and CADD hardware.
- Adjusted EBITDA remained flat at $99 million year-over-year, but adjusted EPS rose 15% to $1.97, supported by a 41% gross margin and favorable product mix.
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MercadoLibre Q1 2026 Earnings Call - 49% Revenue Growth Driven by Brazil Free Shipping and Credit Card Expansion
MercadoLibre delivered its strongest revenue growth in four years, up 49% year-over-year, fueled by a sustained free shipping program in Brazil and aggressive expansion of its credit card portfolio. T...
- Revenue surged 49% year-over-year, marking the fastest growth rate since Q2 2022 and reflecting the compounding impact of strategic investments in commerce and fintech.
- Brazil’s GMV grew 38% year-over-year, with items sold accelerating to 56%, driven by a lower free shipping threshold that boosted purchase frequency and network effects.
- Unit shipping costs fell 17% year-over-year as higher volume density, improved route optimization, and idle capacity utilization drove down per-shipment expenses.
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Starz Entertainment Q1 2026 Earnings Call - Margin Target Accelerated to Late 2027
Starz Entertainment delivered a clean operational reset in Q1 2026, proving that the one-year-old spinoff can run lean without chasing subscriber vanity metrics. The company hit or beat every guide, w...
- Starz met or exceeded all Q1 2026 financial guidance, signaling a successful operational reset one year post-separation.
- OTT revenue reached $211 million in Q1, up sequentially from $210 million in Q4 2025, driven by pricing discipline and a shift toward annual plans.
- Adjusted OIBDA rose to $58 million in Q1, beating internal plans, with full-year 2026 guidance reaffirmed for low single-digit growth.
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