Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Priority Technology Holdings Q1 2026 Earnings Call - High-Margin Treasury and Payables Segments Drive Double-Digit Profit Growth
Priority Technology Holdings delivered a solid first quarter with 11% revenue growth and 27% adjusted EPS growth, driven by a strategic shift toward high-margin Payables and Treasury Solutions. These ...
- Revenue grew 11% year-over-year to $249.6 million, with adjusted EBITDA up 13% to $58.1 million and adjusted EPS rising 27% to $0.28.
- Payables revenue surged 35.6% to $32.4 million, driven by enterprise adoption and cross-border working capital solutions, now contributing 63% of adjusted gross profit.
- Treasury Solutions revenue increased 17.5% to $58.8 million, with CFTPay enrollments exceeding 1.1 million and integrated partners growing 28% year-over-year.
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Lincoln Educational Services (LCOE) Q1 2026 Earnings Call - Revenue and EBITDA Guidance Raised on 19.5% Student Start Growth and First-Ever Q1 Operating Cash Flow
Lincoln Educational Services delivered a standout first quarter, driven by a 19.5% surge in student starts and a sharp expansion in profitability. Revenue grew 22.5% to $144 million, while adjusted EB...
- Student starts surged 19.5% in Q1 2026, with organic growth accounting for roughly half of the total increase across 22 campuses.
- Revenue jumped 22.5% to $144 million, driven by an 18.2% rise in average student population and a 3.6% increase in revenue per student.
- Adjusted EBITDA more than doubled to $15.5 million, a 84.7% year-over-year increase, with margin expanding to nearly 11% from 7% in the prior year.
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Dixie Group Inc Q1 2026 Earnings Call - Tariff Refund Masks Structural Weakness in Flooring Demand
Dixie Group reported a turn from a prior-year net loss to a modest Q1 2026 profit, but the result hinges on a $3.3 million accounting gain from an anticipated refund of IEEPA tariffs. Excluding that o...
- Net sales fell 5.7% to $59.4 million in Q1 2026, continuing a trend of declining demand driven by a housing market stuck at a 30-year low in existing home sales.
- The company reported a net income of $1.4 million, a significant turnaround from a $1.6 million loss in the prior year, but this result was heavily supported by a $3.3 million receivable for anticipated IEEPA tariff refunds.
- Excluding the tariff gain, gross margins improved by 170 basis points to 28.6% due to cost reduction initiatives and profit improvement plans implemented in 2025 and early 2026.
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Centerspace Q1 2026 Earnings Call - Midwest Outperformance Masks Denver Headwinds as Strategic Review Continues
Centerspace reported Q1 2026 core FFO of $1.12 per diluted share, meeting guidance despite a 1.1% year-over-year decline in same-store NOI. The results highlight a stark regional divergence: Minneapol...
- Q1 2026 core FFO came in at $1.12 per diluted share, consistent with guidance, driven by a 1.1% year-over-year decrease in same-store NOI.
- Same-store revenues were flat year-over-year, with a 1.7% increase in average monthly rental rate offset by a 40 basis point decline in occupancy and lower RUBS revenue in Colorado.
- Minneapolis and Midwest markets are showing strong leasing momentum, with blended spreads accelerating to 3.8% in April and new lease spreads hitting 4.3%, outpacing national averages.
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Loma Negra Q1 2026 Earnings Call - Margin Expansion Defies Soft Demand and Weather Headwinds
Loma Negra delivered a quarter of operational discipline that outpaced the macroeconomic backdrop. Consolidated net revenue rose 1.1% year-over-year while cement volumes grew 1.8%, driven by a strong ...
- Consolidated net revenue increased 1.1% year-over-year, reversing prior quarter declines and signaling a return to top-line growth.
- Cement volumes grew 1.8% year-over-year, with a strong March (up 11% YoY) offsetting soft January and February results.
- Adjusted EBITDA margin expanded 94 basis points year-over-year to 24.9% and improved 528 basis points sequentially, reflecting disciplined cost management.
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New Jersey Resources Q2 FY2026 Earnings Call - Energy Services Outperformance Drives Second Guidance Raise This Year
New Jersey Resources reported strong Q2 FY2026 results, with net financial earnings of $221.5 million ($2.20 per share), significantly up from $178.3 million ($1.78 per share) in Q2 FY2025. The compan...
- Q2 FY2026 net financial earnings reached $221.5 million ($2.20 per share), a sharp increase from $178.3 million ($1.78 per share) in Q2 FY2025.
- Full-year NFEPS guidance raised for the second time this year to $3.48-$3.63 per share, up from the prior range of $3.28-$3.43 per share.
- Energy Services delivered exceptional outperformance during the harsh winter, driving the guidance increases and contributing significantly to cash flow.
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Telos Corporation Q1 2026 Earnings Call - Revenue Surges 56% as New Business Pipeline Hits $500M
Telos Corporation kicked off 2026 with a sharp beat, reporting 56% year-over-year revenue growth to $47.7 million and adjusted EBITDA of $7.9 million, well above guidance. The company’s disciplined co...
- Revenue grew 56% year-over-year to $47.7 million, beating the high end of the $44M-$45M guidance range.
- Adjusted EBITDA reached $7.9 million, significantly exceeding the $4.5M-$5M guidance and marking a margin expansion from 1.2% to 16.5% year-over-year.
- Free cash flow margin held at 13.4% for the fifth consecutive quarter, demonstrating consistent cash generation and working capital discipline.
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Shoals Technologies Group Q1 2026 Earnings Call - Record Backlog and Raised Guidance Drive Optimism
Shoals Technologies Group delivered a strong first quarter in 2026, with revenue surging 75% year-over-year to $141 million and adjusted EBITDA rising 56% to $21.1 million. The company set a new recor...
- Revenue surged 75% year-over-year to $141 million, beating guidance and reflecting strong demand in utility-scale solar.
- Record backlog and awarded orders (BLAO) reached $758 million, an 18% increase year-over-year, with $628 million slated for delivery through Q1 2027.
- Adjusted EBITDA grew 56% to $21.1 million, landing at the high end of guidance, while gross margin came in at 29.6%, slightly below expectations.
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United Parks & Resorts Q1 2026 Earnings Call - Weather Woes Mask Strong Per Cap Growth and Aggressive Buybacks
United Parks & Resorts reported a disappointing first quarter, with revenue falling 3.1% year-over-year to $278.3 million and adjusted EBITDA declining 14% to $58 million. The shortfall was driven by ...
- Revenue dropped 3.1% to $278.3 million and adjusted EBITDA fell 14% to $58 million, primarily due to a 171,000-guest attendance decline caused by severe weather and weak international travel.
- Underlying demand held up: adjusted for weather and international headwinds, attendance grew over 1%, and in-park per capita spending surged 5.3% to a record $40.62.
- Management flagged a 220,000-guest drag on attendance, with 140,000 guests lost to weather and 80,000 to declining international visitation driven by geopolitical dynamics.
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SharpLink Q1 2026 Earnings Call - Compounding ETH per Share Through Disciplined Yield and Strategic Partnerships
SharpLink reported a revenue surge to $12.1 million for Q1 2026, driven by its staking strategy, but faced a $685.6 million net loss due to a $191.7 million impairment charge and a $506.7 million unre...
- SharpLink held approximately 872,984 ETH as of May 4, 2026, with a combined fair value of over $1.2 billion in native ETH and $487 million in liquid staked tokens as of Q1.
- Revenue surged to $12.1 million in Q1 2026 from $0.7 million in the prior year, primarily due to the success of the ETH staking strategy, including a $200 million deployment on Linea Layer 2.
- The company reported a net loss of $685.6 million for Q1 2026, driven by a $191.7 million impairment charge and a $506.7 million unrealized loss, though management stressed these reflect accounting rules rather than realized economic losses.
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