Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Fubo, Inc. Q2 2026 Earnings Call - Combination, Disney Ad Migration Drive Adjusted EBITDA Momentum
Fubo reported its first full quarter as a combined company with Hulu + Live TV, delivering record revenue and a meaningful step-up in profitability. North America revenue was $1.566 billion, pro forma...
- Q2 fiscal 2026 North America revenue was $1.566 billion, compared with $1.125 billion reported in the prior-year period; pro forma prior-year revenue was $1.556 billion (about 1% pro forma growth).
- Q2 adjusted EBITDA was $37.7 million, a sharp improvement versus pro forma adjusted EBITDA of $1.4 million in the prior-year period; trailing 12-month pro forma adjusted EBITDA exceeded $100 million. Management reiterated a long-term target of at least $300 million in adjusted EBITDA by 2028.
- Pro forma guidance for fiscal 2026 remains $80 million to $100 million in adjusted EBITDA; company expects positive free cash flow in fiscal 2027 and fiscal 2028 under the current plan.
- +11 more takeaways
Par Pacific Holdings Q1 2026 Earnings Call - Positioned to capture surging refined-product cracks, but $125M Hawaii price-lag and summer turnaround will shift near-term benefits
Par Pacific delivered a tidy operational quarter, hitting system throughput records and reporting Q1 adjusted EBITDA of $91 million and adjusted net income of $0.78 per share. Management says the comp...
- Q1 adjusted EBITDA was $91 million, adjusted net income was $39 million, or $0.78 per share.
- System conventional refining throughput in Q1 was 184,000 barrels per day, a first-quarter throughput record; renewable throughput will start being reported in Q2.
- April market moves were extreme, management cited the Singapore 3-1-2 index north of $72 per barrel in April versus a 2025 average of $16, while the company-wide April consolidated refining index averaged about $42 per barrel, up $23 versus Q1.
- +14 more takeaways
Medline Q1 2026 Earnings Call - Double-digit Sales Lift, Tariffs and Investments Squeeze EBITDA
Medline opened 2026 with a clean top-line beat, reporting 11% net sales growth to $7.4 billion driven by a very strong quarter in Supply Chain Solutions and continued Medline Brand momentum. Managemen...
- Q1 net sales $7.4 billion, up 11% year over year; majority organic growth, one less business day was a ~2 point headwind.
- Supply Chain Solutions posted one of its strongest quarters, $3.9 billion in net sales, up 15% (17% adjusted for days), fueled by 2025 implementations and new customer ramp.
- Medline Brand net sales were $3.5 billion, up 6% (8% adjusted for days); Surgical Solutions and Front Line Care were notable growth drivers, Lab & Diagnostics soft due to a weaker respiratory season but core lab growth remains strong.
- +11 more takeaways
Bristow Group Q1 2026 Earnings Call - Affirms 2026 Guidance for ~25% Adjusted EBITDA Growth, Navigates Fleet Transition
Bristow affirmed full-year 2026 guidance even as Q1 showed mixed quarter-to-quarter dynamics. Management expects adjusted EBITDA to grow roughly 25% year-over-year and highlighted three strategic tail...
- Company affirmed 2026 consolidated guidance: revenues $1.6 billion to $1.7 billion, adjusted EBITDA $295 million to $325 million, implying approximately 25% adjusted EBITDA growth year-over-year.
- Q1 2026 consolidated revenues increased by $11.4 million versus Q4 2025, driven mainly by government services and higher rates/activity in select OES markets, but adjusted EBITDA declined $0.9 million sequentially due to higher repairs, maintenance, and leased-in equipment costs.
- Operational safety intact, the company reported zero air accidents in Q1, which management emphasized as its top priority.
- +12 more takeaways
Vermilion Energy Q1 2026 Earnings Call - European gas and liquids drive strong cash flow and rapid deleveraging
Vermilion delivered a robust Q1 2026: production topped guidance at 125,600 BOE per day, funds from operations were CAD 232 million, and free cash flow reached CAD 98 million. The quarter was dominate...
- Production averaged 125,600 BOE per day in Q1 2026, exceeding the upper end of guidance.
- Canadian production averaged 99,700 BOE per day, up 10% sequentially, driven by Deep Basin performance and Montney wells online ahead of schedule.
- International production averaged 25,900 BOE per day, with Australian output hit by two consecutive cyclones and European assets showing natural declines ahead of new German well start-up.
- +16 more takeaways
Kennametal Q3 Fiscal 2026 Earnings Call - Tungsten Surge Drives Upside to EPS, Pressures Cash Flow
Kennametal beat expectations in Q3, driven by a massive tungsten-driven price realization that lifted sales and margins, and led management to raise fiscal 2026 guidance. Reported sales rose 22% year ...
- Q3 results beat street expectations, with sales up 22% year over year and organic sales up 19% versus prior year.
- Adjusted EPS was $0.77 in Q3, up from $0.47 in the prior year quarter, with adjusted EBITDA margin expanding to 20.8% from 17.9%.
- Management raised FY2026 guidance: sales now expected $2.33 billion to $2.35 billion, adjusted EPS $3.75 to $4.00, volume 2% to 3% and net price and tariff surcharge approximately 16% for the year.
- +12 more takeaways
Suncor Energy Q1 2026 Earnings Call - Record operations drive CAD 2.9B free funds flow and CAD 350M/month buybacks
Suncor reported a quarter of operational records that translated into a meaningful cash beat. Q1 saw company highs across upstream production, refinery throughput and product sales, while integrated c...
- Suncor delivered record quarterly operational performance: total upstream production of 875,000 barrels per day, the highest Q1 ever and second-highest quarter on record.
- Fort Hills hit a record stream day rate of 187,000 barrels per day; company says Fort Hills has ~220,000 bpd stream capacity versus original 194,000 bpd design.
- Firebag maintained near-record in situ production at 247,000 barrels per day; Firebag spring turnaround is underway and remains a key upside opportunity.
- +14 more takeaways
The Manitowoc Company Q1 2026 Earnings Call - Orders, Backlog and CRANES50 Aftermarket Growth Cushion Tariff and Geopolitical Risks
Manitowoc reported a resilient first quarter with $646 million of orders, a $940 million backlog and April orders running stronger than the Q1 pace. Management reiterated full-year guidance, highlight...
- Q1 orders were $646 million, roughly flat year-over-year on a currency-neutral basis.
- Backlog ended the quarter at $940 million, up $146 million since year-end 2025 and up $142 million year-over-year.
- April order intake accelerated, management expects between $225 million and $250 million of orders for the month.
- +13 more takeaways
United Fire Group Insurance Q1 2026 Earnings Call - Disciplined underwriting lifts premium, margins, and ROE to ~13%
United Fire Group delivered a strong start to 2026, reporting record net written premium and an almost 4-point improvement in the combined ratio driven by disciplined underwriting, expanded capabiliti...
- Record net written premium, up 12% year over year, or up 9% excluding unique ceded premium transactions called out last year.
- Management highlighted an almost 4-point improvement in the combined ratio for the quarter, driven by underwriting actions taken over the past three years.
- Return on equity approximately 13%, with first quarter GAAP EPS $1.15 and non-GAAP adjusted operating income $1.16 per diluted share, highest Q1 EPS in seven years.
- +11 more takeaways
Community Healthcare Trust Q1 2026 Earnings Call - Dividend Hike Amid Portfolio Pruning and Behavioral Health Transition
Community Healthcare Trust delivered a measured Q1 2026 report, with revenue up 4.8% year-over-year and FFO per share edging up to $0.49. The real story is strategic: management is actively pruning it...
- Revenue grew 4.8% year-over-year to $31.5 million, driven by recent acquisitions and higher property operating expense recoveries.
- FFO per share increased to $0.49, up from $0.47 in Q1 2025, while AFFO per share rose to $0.56.
- Management raised the quarterly dividend to $0.48 per share, marking the 11th consecutive quarterly increase since IPO.
- +7 more takeaways