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Earnings Recaps

Browse reported earnings of the most popular stocks

May 16, 2026 May 15, 2026 May 14, 2026 May 13, 2026 May 12, 2026 May 11, 2026 May 10, 2026 May 9, 2026 May 8, 2026 May 7, 2026 May 6, 2026 May 5, 2026 May 4, 2026 May 3, 2026 May 2, 2026 May 1, 2026 Apr 30, 2026 Apr 29, 2026 Apr 23, 2026 Apr 22, 2026 Apr 21, 2026 Apr 20, 2026 Apr 18, 2026 Apr 17, 2026 Apr 16, 2026 Apr 15, 2026 Apr 14, 2026 Apr 13, 2026 Apr 10, 2026 Apr 9, 2026 Apr 8, 2026 Apr 7, 2026 Apr 2, 2026 Apr 1, 2026 Mar 31, 2026 Mar 30, 2026 Mar 26, 2026 Mar 25, 2026 Mar 20, 2026 Mar 19, 2026 Mar 18, 2026 Mar 17, 2026 Mar 16, 2026 Mar 13, 2026 Mar 12, 2026 Mar 11, 2026 Mar 9, 2026 Mar 7, 2026 Mar 6, 2026 Mar 5, 2026 Mar 4, 2026 Mar 3, 2026 Mar 2, 2026 Feb 28, 2026 Feb 27, 2026 Feb 26, 2026 Feb 25, 2026 Feb 24, 2026 Feb 23, 2026 Feb 21, 2026 Feb 20, 2026 Feb 19, 2026 Feb 18, 2026 Feb 17, 2026 Feb 14, 2026 Feb 13, 2026 Feb 12, 2026 Feb 11, 2026 Feb 10, 2026 Feb 9, 2026 Feb 7, 2026 Feb 6, 2026 Feb 5, 2026 Feb 4, 2026 Feb 3, 2026 Feb 2, 2026 Jan 31, 2026 Jan 30, 2026 Jan 29, 2026 Jan 28, 2026 Jan 27, 2026 Jan 26, 2026 Jan 23, 2026 Jan 22, 2026 Jan 21, 2026 Jan 20, 2026 Jan 17, 2026 Jan 16, 2026 Jan 15, 2026 Jan 14, 2026 Jan 9, 2026 Jan 8, 2026 Jan 7, 2026 Jan 6, 2026 Dec 19, 2025 Dec 18, 2025 Dec 17, 2025 Dec 12, 2025 Dec 11, 2025 Dec 10, 2025 Dec 9, 2025 Dec 6, 2025 Dec 5, 2025 Dec 4, 2025 Dec 3, 2025 Dec 2, 2025 Dec 1, 2025 Nov 27, 2025 Nov 26, 2025 Nov 25, 2025 Nov 24, 2025 Nov 23, 2025 Nov 21, 2025 Nov 20, 2025 Nov 19, 2025 Nov 18, 2025 Nov 17, 2025 Nov 15, 2025 Nov 14, 2025 Nov 13, 2025 Nov 12, 2025 Nov 11, 2025 Nov 10, 2025 Nov 9, 2025 Nov 8, 2025 Nov 7, 2025 Nov 6, 2025 Nov 5, 2025 Nov 4, 2025 Nov 1, 2025 Oct 31, 2025 Oct 30, 2025 Oct 29, 2025 Oct 28, 2025 Oct 27, 2025 Oct 25, 2025 Oct 24, 2025 Oct 23, 2025 Oct 22, 2025 Oct 21, 2025 Oct 17, 2025 Oct 16, 2025 Oct 15, 2025 Oct 14, 2025 Oct 9, 2025 Oct 8, 2025 Oct 7, 2025 Sep 25, 2025 Sep 23, 2025 Sep 17, 2025 Sep 16, 2025 Sep 11, 2025 Sep 10, 2025 Sep 9, 2025 Sep 5, 2025 Sep 4, 2025 Sep 3, 2025

71 companies Today

AllianceBernstein Holding L.P.

AB Q1 2026

Reported: 2026-04-29

Shares of AllianceBernstein rose 3.3% following first-quarter results, with the market responding favorably to the announced Equitable–Corebridge merger and emerging AUM growth channels. Investors appeared to look past net outflows in legacy active strategies, focusing instead on strategic asset management partnerships and pipeline strength.

Key takeaways

The proposed merger with Corebridge is expected to add over $350 billion in general account assets and generate $70–$80 billion of new liabilities annually; AB expects to manage at least $100 billion from Corebridge over time.
Firm-wide active net outflows were approximately $6 billion, driven by $11 billion in active equity outflows and nearly $2 billion in taxable fixed income outflows, notably from retail clients in Asia Pacific.
Offsetting these, tax-exempt fixed income and alternatives multi-asset strategies both saw over $3 billion of organic inflows; private markets AUM reached $85 billion, up 13% year-over-year.
The SMA business grew at an annualized 15% rate in Q1, reaching $63 billion in AUM; active ETF AUM surpassed $16 billion, up over 150% year-over-year.
Management highlighted a record institutional pipeline exceeding $27 billion in AUM, with expectations for accelerating net flows in the second half of 2026.

Amkor Technology, Inc.

AMKR Q1 2026

Reported: 2026-04-29

Shares of Amkor Technology fell 8.6% following the first quarter release as investors reacted to guidance that pointed to deceleration in key end markets and persistent margin pressures, particularly outside core communications. Cautious commentary around material pricing, delayed customer supplies, and softness in computing also weighed on sentiment despite record quarterly revenue.

Key takeaways

Q1 revenue hit a record $1.68 billion, up 27% year-over-year, with strength in communications (+42%) and automotive/industrial (+28%); computing rose 19% but was pressured by ongoing PC and laptop softness.
Gross margin of 14.2% topped guidance, but operating margin remained modest at 6%, with management citing additional cost pressures from material pricing—especially related to geopolitical issues in the Middle East.
Q2 outlook calls for only mid-single digit sequential growth across computing, automotive/industrial, and continued seasonal strength in communications; consumer is expected to rebound low double digits sequentially due to wearables.
Management acknowledged ongoing risks from delayed customer supplies and nonlinear loading, as well as a dynamic macro and supply chain backdrop.
Execution on advanced packaging program ramps and new capacity in Korea/Arizona remain on track for 2H26 but have yet to offset near-term investor concerns around margins and segment deceleration.

ArcBest Corporation

ARCB Q1 2026

Reported: 2026-04-29

ArcBest's first quarter delivered generally neutral results, with the stock finishing up 0.3% after earnings. Management cited resilient daily shipments, cost efficiencies, and progress on digital initiatives, while sector uncertainty and lingering headwinds remain a focus.

Key takeaways

Asset-Based daily shipments grew 2% year over year to nearly 20,000 per day; service normalized after early weather disruptions.
Deferred price increases averaged 6% in the quarter, the highest since 2022, reflecting ongoing pricing discipline.
Managed Solutions achieved another record, driven by double-digit daily shipment growth and broader customer adoption.
AI-driven city route optimization delivered $15 million in annualized cost savings to date; network-wide continuous improvement yielded $32 million in annualized savings.
While customer pipelines are improving and certain freight indicators are turning positive, management remains cautious on the timing and pace of a broader recovery.

Ares Capital Corporation

ARCC Q1 2026

Reported: 2026-04-29

Ares Capital reported first quarter results that were largely in line with expectations, with the stock finishing up just +0.3% post-earnings. Portfolio fundamentals remained stable amid a seasonally slow market, while management highlighted continued diversification and healthy asset quality.

Key takeaways

Core earnings per share were $0.47, equating to an annualized ROE of 9.6% for the quarter.
Management noted a seasonally slow origination environment, affected by market volatility and reduced retail flows, but signaled a recent uptick in deal activity.
Portfolio diversification remains robust, with exposure spread across 607 companies and average position size under 20 basis points.
Nonaccruals and problem assets continued to track well below historical averages, supporting the view of overall portfolio health.
Software exposure was addressed, with management emphasizing focus on foundational, mission-critical companies and recent external risk assessment regarding AI disruption.

Alexandria Real Estate Equities, Inc.

ARE Q1 2026

Reported: 2026-04-29

Headline Summary: Shares of Alexandria Real Estate Equities fell 9.9% after Q1, as investors reacted to a soft leasing quarter and signs of continued leasing headwinds, notably the absence of any public biotech leases—the first time in company history. Management struck a cautious tone on the near-term operating environment and reiterated a focus on balance sheet strength and dispositions. Key Takeaways:

Key takeaways

Leasing activity was notably weak, with management disclosing this was "one of our lower quarters" and, unprecedentedly, that no public biotech leases were signed in Q1.
The company remains on track with its core/non-core asset disposition plan, highlighting a high-watermark sale in San Francisco at $1,645 per sq. ft., albeit on an only 40% occupied asset.
Management emphasized progress on reducing capital expenditure and continued efforts to maintain a strong, flexible balance sheet.
The transaction market for life science assets is described as improving, but realization of targeted dispositions remains key for the 2026 reset.
78% of ARR is derived from mega campuses and 80% of the top 20 tenants are investment grade or large-cap, supporting balance sheet resilience in a challenging operating backdrop.

Alliance Resource Partners, L.P.

ARLP Q1 2026

Reported: 2026-04-29

Shares rose 6.3% following Alliance Resource Partners’ Q1 2026 report, as record oil & gas royalty volumes and commodity pricing upside outperformed investor expectations and partially offset coal segment headwinds.

Key takeaways

Total revenues were $516 million, down 4.5% year-over-year, mainly due to lower coal pricing and shipment delays, while royalty revenues rose 16.1% year-over-year.
Adjusted EBITDA reached $155 million (down 3.1% vs. prior year), bolstered by oil & gas royalties segment EBITDA up over 15% year-over-year and sequentially, with record BOE volumes.
Coal segment margins and volumes faced pressure: average coal sales price per ton fell 6.5% year-over-year; a $37.8 million noncash impairment was recorded at the Mettiki mine amidst ongoing operational uncertainty.
Segment adjusted EBITDA per ton rose in Illinois Basin (+1.3% y/y), while declining in Appalachia (-10.8% y/y), reflecting mixed operating expense trends following longwall moves.
Net leverage remained low at 0.69x; $431.2 million total liquidity supports ongoing operational flexibility amid segment transitions.

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ATEN Q1 2026

Reported: 2026-04-29

Shares of A10 Networks declined 3.8% following earnings, as the market reacted to signs of deceleration in key growth metrics and management’s cautious tone regarding the durability of recent large enterprise deals. Despite reporting double-digit revenue growth, investor concern appeared focused on the sustainability of momentum amid mention of timing-driven benefits and significant customer concentration this quarter.

Key takeaways

Revenue grew 13.4% year-over-year to $75 million, with product revenue up 22.3%.
A single customer related to an AI infrastructure build-out accounted for 5% of total revenue this quarter, highlighting heightened customer concentration risk and suggesting growth was partly timing-driven.
Management cited the benefit from large orders in the enterprise segment, but characterized this as related to timing, implying growth rates may not be sustainable.
Trailing 12-month adjusted EBITDA margin was 29.7%, consistent with the company’s profitability targets and past performance.
Commentary emphasized alignment with longer-term AI demand but stopped short of reiterating a clear acceleration or upward revision to outlook.

AvalonBay Communities, Inc.

AVB Q1 2026

Reported: 2026-04-29

AvalonBay shares rose 5.8% post-earnings as first quarter results beat expectations, helped by lower expenses, higher-than-anticipated development NOI, and active share repurchases. Management highlighted a strong setup for the peak leasing season and an accelerating development pipeline.

Key takeaways

Core FFO per share outperformed initial outlook, with $0.02 NOI upside: 80% from lower operating expenses, 20% revenue-driven.
Same-store residential revenue grew 1.6% year-over-year; occupancy increased 10 basis points to 96.1%.
$340 million of property dispositions and $200 million in share repurchases completed during the quarter at implied cap rates in the low 6% range.
Year-to-date asking rents increased in the high 4% range, exceeding prior year’s pace; turnover remained well below historical averages.
Development pipeline remains robust with $3.5 billion underway and stabilized yields projected at 6.3% at quarter end; $800 million of new starts planned for 2026.

Avery Dennison Corporation

AVY Q1 2026

Reported: 2026-04-29

Avery Dennison shares declined 1.2% following Q1 2026 earnings, as the broadly in-line print was tempered by margin pressures in the Solutions Group and softer sales in high value categories, with investors weighing inflationary headwinds and uneven end-market trends against balanced execution.

Key takeaways

Organic sales grew 1% in Q1, driven by mid single-digit volume/mix improvement but offset by softer results in select high value categories.
Materials Group reported 11% total sales growth (2% organic), with strength in base label materials compensating for declines in Graphics, Reflectives, and Performance Materials.
Solutions Group saw sales decline 3% (down 1% organic), led by weakness in base categories and margins compressing 80 basis points year-over-year to 16.4%.
Enterprise-wide Intelligent Labels sales fell low single digits, coming in slightly below growth expectations amid headwinds in logistics and mixed demand across end-markets.
Management cited inflationary pressures and customer order timing as ongoing challenges but reaffirmed disciplined cost controls and continued investment in innovation and growth platforms.

Bed Bath & Beyond Inc.

BBBY Q1 2026

Reported: 2026-04-29

Shares of Bed Bath & Beyond plunged 15.5% following Q1 2026 earnings, as investors reacted negatively to management's cautious outlook and a lack of clear near-term profitability despite top-line growth. The market response suggests disappointment with the visibility and timing of earnings improvement, overshadowing the first reported revenue increase in nearly five years.

Key takeaways

Revenue reached approximately $248 million, up 7% year-over-year (or 9.4% ex-Canada), representing the first y/y top-line growth in 18–19 quarters.
Despite cost-cutting, the business remains loss-making, with adjusted EBITDA improving by $5 million and net loss narrowing by $24 million.
Management emphasized ongoing restructuring, margin improvements, and acquisitions (Kirkland’s closed; Container Store pending), but stopped short of providing concrete guidance for a return to profitability.
Operating costs are now at their lowest level in over 12 years, and customer engagement metrics (returning customers, order deliveries) showed sequential improvement.
The earnings call highlighted a multi-year transformation plan and integration of newly acquired assets, but investors appear unconvinced about the pace and magnitude of the financial turnaround.

Bloom Energy Corporation

BE Q1 2026

Reported: 2026-04-29

Shares surged 22.7% after Bloom Energy reported a record first quarter, with revenue, gross margin, and operating income all materially above prior outlook. The company also raised its full-year guidance, buoyed by a landmark contract to power Oracle’s new AI data center and continued momentum with other hyperscalers.

Key takeaways

Revenue, gross margin, and operating income all came in “materially above” previous guidance.
The company raised full-year 2026 guidance by a substantial margin.
Bloom was announced as the exclusive power provider for Oracle’s new multi-gigawatt Project Jupiter AI factory, displacing conventional turbines and generators.
Management cited accelerating demand in both the AI hyperscaler segment and traditional commercial & industrial verticals, with a diversified pipeline and increasing signed contracts and slot reservations.
Production capacity is scaling efficiently, with the company highlighting ongoing double-digit annual cost reductions and capital-efficient manufacturing expansion.

Franklin Resources, Inc.

BEN Q2 2026

Reported: 2026-04-29

Shares of Franklin Resources, Inc. jumped 6.8% after quarterly results showcased a significant acceleration in long-term net inflows, led by robust performance across private and public markets. Investors responded favorably to record gross sales, diversified growth drivers, and strong fundraising in alternatives, positioning the company ahead of its multiyear targets.

Key takeaways

Long-term net inflows reached $16.9 billion for the quarter, driven by contributions from private markets, retail SMAs and Canvas, ETFs, and solutions.
Gross sales hit record levels across all asset classes, underlining broad client demand.
Alternatives AUM grew to $283 billion, with $14.3 billion in alternative fundraising this quarter and private market fundraising YTD already at $22.7 billion.
Multi-asset AUM totaled $207 billion with $9.5 billion in net inflows, marking the nineteenth consecutive quarter of positive flows in that segment.
Institutional won-but-unfunded mandates remained stable at $20.2 billion, supporting continued future growth.

Booking Holdings Inc.

BKNG Q1 2026

Reported: 2026-04-29

Booking Holdings shares slipped 2.0% post-earnings as results landed near expectations, with geopolitical headwinds in the Middle East weighing on growth and management maintaining a cautious tone about near-term travel demand.

Key takeaways

Q1 room nights totaled 338 million, up 6% year-over-year; management estimated a 2% headwind from Middle East conflict.
Gross bookings grew 15% to $53.8 billion, while revenue increased 16% to $5.5 billion.
Adjusted EBITDA was $1.3 billion, up 19% from prior year; adjusted EPS rose 14% to $1.14.
U.S. market showed momentum, with room night growth accelerating to low teens and direct channel bookings at Booking.com up double digits.
Management highlighted near-term uncertainty due to geopolitical developments but reiterated confidence in the long-term growth strategy, supported by $3.6 billion in share repurchases in the quarter.

Banco Latinoamericano de Comercio Exterior, S.A

BLX Q1 2026

Reported: 2026-04-29

Shares of Banco Latinoamericano de Comercio Exterior fell 5.4% after Q1 2026 results, as market participants focused on margin pressures driven by tight spreads and softer net interest income despite headline balance sheet growth. The competitive revenue environment and seasonally weaker fee income appear to have weighed on investor sentiment.

Key takeaways

Net interest income declined slightly quarter over quarter ($70 million), pressured by the full repricing of last year’s rate cuts and ongoing tight spreads.
Net interest margin held at 2.34%, but management highlighted “very tight spreads and wide-open capital markets,” underscoring continued margin headwinds.
The commercial portfolio grew to a record $12 billion (+8% QoQ, +13% YoY), while deposits also hit an all-time high of $7.3 billion (+11% QoQ, +25% YoY).
Net income was $56.4 million, up 9% year over year but “broadly stable” versus Q4; return on equity was 14.2%, in line with prior quarters and within guidance.
Management expects expenses to “increase slightly” in coming quarters as investment plans are executed, with efficiency levels targeted around 28%.

CareDx, Inc

CDNA Q1 2026

Reported: 2026-04-29

Shares of CareDx, Inc declined 4.8% post-earnings as investors reacted negatively to a more cautious outlook and slower momentum in key business drivers. Management's revised strategy update and portfolio shifts did not fully allay concerns about deceleration in core growth metrics.

Key takeaways

The company announced the divestiture of its Lab Products business and an acquisition of Navaris, signaling a pivot in portfolio priorities.
Management emphasized ongoing pipeline progress, including the upcoming AlloSure liver program and the planned launch of HistoMap kidney, but specifics on adoption or revenue contribution were limited.
Workflow integration remains a focus, with a target of 50% of testing volume through Epic-integrated sites by year-end; progress was noted, but ultimate impact remains to be demonstrated.
Clinical adoption outside core kidney testing (notably HeartCare and lung indications) was discussed, but updates suggested incremental rather than breakout momentum.
The updated 2026 outlook was highlighted on the call, but the market's negative reaction suggests investors remain concerned about growth trajectory and the impact of strategic repositioning.

Cadence Design Systems, Inc.

CDNS Q1 2026

Reported: 2026-04-29

Cadence shares finished down 2.3% following a first quarter that showcased double-digit top-line growth, ongoing AI momentum, and an increase in full-year revenue guidance. While management highlighted multiple positive business drivers and new product announcements, the market reaction suggests investors may be adopting a wait-and-see approach, possibly reflecting high expectations following the stock's prior run-up or a preference for more detail on execution as agentic AI initiatives scale.

Key takeaways

First-quarter revenue for both IP and core EDA businesses grew 22% and 18% year-over-year, respectively, with notable strength in AI, HPC, and automotive demand.
Management raised full-year 2026 revenue growth outlook to 17%, citing accelerating AI adoption and record $8 billion backlog.
Newly launched agentic AI solutions (AgentStack, ViraStack, InnoStack) and expanded partnerships with Google and NVIDIA reinforce Cadence’s strategy in chip and system design automation.
Strength seen in hardware and system analysis, with best-ever quarter for hardware and 18% year-over-year growth in System Design and Analysis.
Market reaction implies that despite upbeat commentary and raised guidance, investors may remain cautious about the pace of agentic AI monetization or are awaiting further evidence of sustainable outperformance.

Cincinnati Financial Corporation

CINF Q1 2026

Reported: 2026-04-29

Shares of Cincinnati Financial closed down 1.5% following first quarter 2026 results, as investors digested slower premium growth and cautious commentary regarding market conditions. The market reaction suggests no clear positive or negative surprise, with balanced signals from underwriting, investment performance, and segment results.

Key takeaways

Consolidated property casualty net written premiums grew 7% year-over-year, but management highlighted a deceleration in growth as market conditions normalize.
Q1 2026 combined ratio improved to 95.6% from last year, primarily due to lower catastrophe losses; however, commercial lines combined ratio worsened by 6.7 points, mainly driven by higher catastrophe losses.
Net income was $274 million, while non-GAAP operating income reached $330 million, a significant improvement from an operating loss in the prior year period.
Investment portfolio faced headwinds, with an aggregate first quarter pre-tax valuation loss of $291 million (equities and bonds combined), partially offset by 14% growth in investment income.
Cash flow from operating activities more than doubled from a year ago to $656 million, supporting growth in investment income.

Celestica Inc.

CLS Q1 2026

Reported: 2026-04-29

Celestica shares fell 10.8% post-earnings as investors reacted to a cautious tone on near-term growth, with the key disappointment centered on slower-than-anticipated ramp in the enterprise end market and signals of component constraints impacting outlook despite headline beats for Q1.

Key takeaways

Q1 revenue reached $4.05 billion, up 53% year-over-year, with adjusted EPS of $2.16—both above guidance ranges.
The enterprise end market, while growing 101%, came in below management’s “high-teens” percentage growth outlook due to “select component constraints” delaying program ramps.
ATS segment revenue was flat year-over-year at $806 million, outperforming guidance but impacted by softness in capital equipment and ongoing portfolio reshaping in A&D.
Inventory climbed to $2.67 billion (up $885 million from prior year) to support CCS segment growth, raising questions about working capital efficiency.
Second quarter revenue guidance ($4.15B–$4.45B) suggests continued but moderated growth, with management emphasizing investment and capacity expansion but not revising full-year capex targets.

Clearwater Paper Corporation

CLW Q1 2026

Reported: 2026-04-29

Shares of Clearwater Paper fell 11.8% following Q1 results, as investors reacted negatively to continued margin compression and a notably cautious outlook. Management highlighted that, despite some signs of demand stability, industry operating rates remain too weak to generate necessary cash flow, forcing the company to further cut costs and run certain mills at reduced rates.

Key takeaways

Net sales declined 5% year over year, with shipment volumes up 5% but offset by lower market pricing.
Adjusted Q1 EBITDA was $2 million, slightly above breakeven, and included ~$15 million in weather-related impacts.
Management cited unsustainably low industry margins and negative operating cash flow after maintenance capex, emphasizing ongoing cost headwinds from raw materials and energy.
Cypress Bend mill was restructured, with a 20% workforce reduction and planned reduced production run rates until market conditions improve.
Additional price increases were announced on extruded products to partially offset $3–5 million in quarterly input cost headwinds, but overall outlook remains downbeat until industry supply/demand balances recover.

Crane Co.

CR Q1 2026

Reported: 2026-04-29

Shares closed down 3.7% post-earnings, with investors likely reacting to a more cautious outlook and management commentary highlighting a challenging macroeconomic environment and external headwinds, including geopolitical risks and anticipated declines in commercial aftermarket revenue.

Key takeaways

Adjusted EPS rose 15% year-over-year to $1.65, with core sales up 4%, driven by strength at Aerospace & Advanced Technologies and Process Flow Technologies.
Management raised full-year adjusted EPS guidance by 10 cents to $6.65–$6.85; however, this revision reflects heightened macro uncertainty, elevated energy prices, and assumes a potential commercial aftermarket decline.
Acquisitions outperformed expectations, contributing stronger margins and earnings earlier than planned, now anticipated to deliver at least double the accretion previously communicated.
Aerospace & Advanced Technologies backlog remains solid, with core sales growth expected at the high end of the segment’s long-term range; however, commercial aftermarket revenue was down in the quarter due to unfavorable year-over-year comparisons.
Management’s remarks emphasized disciplined execution and agility, but repeatedly referenced external volatility and a more guarded near-term outlook.

CoStar Group, Inc.

CSGP Q1 2026

Reported: 2026-04-29

Shares of CoStar fell 5.8% following Q1 2026 earnings, as investor reactions focused on a more cautious tone in the company’s outlook and ongoing investment intensity, with the transcript lacking clear upward revisions to guidance or visibility on margin expansion despite top-line growth.

Key takeaways

Q1 2026 revenue grew 23% year-over-year, with adjusted EBITDA doubling to $132 million—26% above the midpoint of previous guidance.
Net new bookings reached $67 million (up 20% YoY), with notable momentum in commercial products, CoStar core, and debt solutions.
Management emphasized substantial ongoing investment, particularly in Homes.com and new product launches; no specific upward guidance revision was provided during the call.
Segment highlights included 15% YoY revenue growth and $161 million EBITDA in commercial, and strong acceleration in international regions (e.g., UK revenue up 25%, net new bookings up 44%).
Despite operational positives, the lack of a more optimistic forward outlook or increased margin targets appeared to disappoint investors, driving the post-earnings stock decline.

Commvault Systems, Inc.

CVLT Q4 2026

Reported: 2026-04-29

Commvault surged 14.4% after Q4 results, with the market rewarding clear upside in SaaS and subscription growth, record free cash flow, and momentum in identity resilience solutions—all signaling upside versus expectations.

Key takeaways

Subscription Annual Recurring Revenue (ARR) rose 27% to $989 million; SaaS ARR up 42% and crossed the $400 million mark.
Subscription revenue grew 20% to $208 million in Q4.
Free cash flow hit a record $132 million in Q4, totaling $237 million for the fiscal year.
Identity resilience and data security offerings represented 33% of net new ARR in Q4; Active Directory ARR more than doubled year-over-year.
Multi-product adoption among Commvault managed SaaS customers increased to 48%, up 500 basis points versus Q4 last year.

Caesars Entertainment, Inc.

CZR Q1 2026

Reported: 2026-04-29

Shares of Caesars Entertainment fell 2.3% following Q1 earnings, as the company delivered steady results but did not provide upside to investor expectations. Flat year-over-year EBITDAR in Las Vegas and a modest EBITDAR decline in the regional segment, alongside cautious commentary on leisure trends, likely held back the market response.

Key takeaways

Consolidated net revenues rose 3% year-over-year to $2.9 billion; adjusted EBITDAR increased modestly by $3 million to $887 million.
Las Vegas EBITDAR declined to $426 million from $433 million last year, with flat revenues offset by hospitality improvements; group and convention trends were positive but leisure remains below prior-year levels.
Regional segment EBITDAR was $435 million, down $5 million year-over-year, despite a 3% revenue increase; segment benefited from the inclusion of Caesars Windsor and targeted marketing.
Digital segment reported record Q1 revenue of $374 million and adjusted EBITDA of $69 million, with margins up 566 bps to 18.4%.
Management forecasts sequential improvement in operating trends but acknowledged ongoing softness in leisure within Las Vegas and highlighted completion of major CapEx projects in regional properties.

Domino's Pizza, Inc.

DPZ Q1 2026

Reported: 2026-04-29

Domino’s shares dropped 7.4% following Q1 earnings, as investors reacted to weaker-than-expected U.S. same-store sales growth of just 0.9% and a miss versus internal plans. Management called out intensified pressure from increased competition, consumer uncertainty, and macro headwinds as key factors behind the disappointing result.

Key takeaways

U.S. same-store sales grew only 0.9% in Q1, which the company acknowledged did not meet expectations; management reaffirmed a full-year 3% target but noted macro and competitive headwinds worsened during the quarter.
Income from operations rose 4.2% year-over-year, excluding FX and a gain from the sale of a corporate aircraft, but came in below management’s own expectations.
U.S. retail sales increased 2.8%, driven by both modest comp growth and net new store openings, while global net new stores exceeded 900 over the last 12 months.
Competition among national pizza chains intensified, compressing the value offering and putting further pressure on sales and franchisee economics across the category.
Management is implementing operational and product changes for the second half of the year but anticipates continued macro and consumer-related challenges.

Ecolab Inc.

ECL Q1 2026

Reported: 2026-04-29

Ecolab shares fell 4.2% after Q1 results, as guidance pointed to a near-term profit headwind from higher commodity and energy costs. Management flagged that elevated input inflation will weigh on Q2 EPS growth, raising fresh concerns on the company’s ability to protect margins in the face of ongoing market pressures.

Key takeaways

Q1 adjusted diluted EPS rose 13%; organic sales grew 4%, driven by 3% value pricing and 1% volume growth.
Operating income margin (organic) expanded 70bps to 16.8%, but reported gross margin was slightly lower due to recent M&A and commodity inflation.
Management expects commodity costs to rise by high single digits in Q2, with energy surcharges only partially offsetting these inflationary pressures.
Q2 EPS growth will be negatively impacted by higher input costs before expected recovery in H2; full-year EPS growth targets are unchanged, but Q2 is a “transition period.”
Growth in High-Tech, Digital, Life Sciences, and Pest Elimination segments was strong, but ongoing headwinds in input costs overshadowed positive pockets.

Edison International

EIX Q1 2026

Reported: 2026-04-29

Edison shares finished down 0.9% following first quarter 2026 results, with a generally neutral investor reaction as the company reaffirmed core EPS guidance and continued its focus on wildfire mitigation, grid reliability, and legislative engagement. There was no material disappointment or upside surprise in the print, and management reiterated long-term growth targets.

Key takeaways

Reported Q1 2026 core EPS was $1.42; management reaffirmed full-year and long-term (5-7% CAGR) core EPS guidance.
Capital plan and SCE’s regulatory outlook remain unchanged; company highlighted strong visibility into planned investments supporting future growth.
Wildfire mitigation efforts continue, with 93% of planned grid hardening work in high risk areas completed and deployment of AI/ML technologies to enhance grid inspection and safety.
Legislative and regulatory developments, particularly around wildfire liability reform and affordability, remain a priority as Edison engages policymakers on potential changes impacting utilities.
CFO Maria Rigatti announced her upcoming retirement; financial leadership transition is expected, but no operational or guidance changes were indicated.

Enphase Energy, Inc.

ENPH Q1 2026

Reported: 2026-04-29

Shares of Enphase Energy fell 11.5% after the company reported first quarter 2026 results marked by a sharp sequential revenue decline and ongoing inventory overhang in its core U.S. market. Investors were disappointed largely by significant deceleration in U.S. residential demand, with management noting elevated channel inventory and subdued sell-through following tax credit expirations.

Key takeaways

Q1 2026 revenue was $282.9 million, impacted by a 23% sequential decline in U.S. revenue and a 48% drop in overall sell-through versus Q4 due to demand pull-forward and now overstocked channels.
Gross margin of 44% came in above the midpoint of guidance, but this was overshadowed by persistent channel inventory issues and a muted residential outlook in the U.S.
International markets showed improvement, with Europe revenue up 36% sequentially and notable increases in battery activations—driven by rising power prices and shifting regulatory landscapes in markets like the Netherlands, France, and Germany.
Commercial microinverter sales in the U.S. more than doubled from Q4, but this segment remains much smaller than the challenged residential business.
Management highlighted positive developments in AI-powered customer service and new product rollouts, but the cautious commentary and ongoing U.S. headwinds weighed heavily on the market response.

Enterprise Products Partners L.P.

EPD Q1 2026

Reported: 2026-04-29

Enterprise Products Partners delivered first quarter results with operational and financial metrics broadly in line with recent trends. The market reaction was modestly positive at +1.5%, suggesting no major surprises relative to expectations.

Key takeaways

Reported Q1 EBITDA of $2.7 billion, up 10% year over year, with distributable cash flow coverage at 1.8x.
System-wide volumes reached record levels: 8.3 Bcf/d of natural gas processed (+7%); 1.9 million b/d of NGLs fractionated (+16%); and 2.3 million b/d of hydrocarbons loaded at docks (+15%).
Recent projects (Bahia NGL pipeline, Frac 14, three Permian plants) ramped successfully, running near full utilization early in the quarter.
Elevated international demand for US feedstocks and marine exports, aided by Middle East supply disruptions, drove higher utilization and margins across the business.
Management expressed confidence in the outlook, citing robust demand drivers but offered no changes to long-term guidance or capital allocation priorities.

Fair Isaac Corporation

FICO Q2 2026

Reported: 2026-04-29

FICO reported second quarter revenue of $692 million, up 39% year-over-year, with shares rising 2.9% post-earnings—reflecting a market response that was generally neutral. The company modestly raised its full-year guidance and highlighted significant growth in its core Scores segment and ongoing expansion in software platform revenues.

Key takeaways

GAAP net income reached $264 million (+63%), with GAAP EPS of $11.14 (+69%) versus the prior year.
Scores segment revenue grew 60% year-over-year to $475 million, led by B2B and continued B2C momentum.
Software segment revenues were $217 million (+7%), with platform revenue growth of 54% offsetting a 12% decline in non-platform software.
Free cash flow hit $214 million in Q2, and the company repurchased $605 million of stock during the quarter.
FICO updated licensing terms for its new Score 10T in response to regulatory changes and emphasized ongoing investments in AI and platform capabilities targeting highly regulated financial clients.

Galp Energia, SGPS, S.A.

GALP.LS Q1 2026

Reported: 2026-04-29

Galp’s Q1 2026 results prompted a modestly positive market reaction (+2.3%), reflecting operational execution in challenging market conditions and solid contributions from Upstream, though management maintained a conservative outlook and refrained from raising guidance despite commodity tailwinds.

Key takeaways

Upstream delivered at the upper end of previously stated guidance (125,000–130,000 bpd), supported by Bacalhau ramp-up; third producer now connected but full plateau still expected later in 2026.
Refining margins averaged $10–$12/bbl for the quarter, but have been subject to significant volatility; recent input cost inflation and margin compression flagged, especially in European operations.
Net debt remained stable quarter-on-quarter, despite working capital impacts from higher commodity prices.
Management continues to monitor geopolitical disruptions and price dislocations but highlighted stable operations and steady progress on Namibian exploration and Iberian downstream merger discussions.
Despite higher energy prices, company leadership retained a conservative posture on full-year guidance and did not signal changes to shareholder distribution policy at this stage.

Corning Incorporated

GLW Q1 2026

Reported: 2026-04-29

Corning shares fell 9.6% after Q1 results, as investors reacted negatively to the company’s updated outlook, citing higher-than-expected expenses for the coming quarter and a slower-than-anticipated ramp in the key solar wafer facility, which will undergo an extended maintenance shutdown.

Key takeaways

Q1 sales rose 18% year-over-year to $4.35 billion, with EPS up 30% to $0.70 and operating margin expanding to 20.2%.
Solar segment sales grew 80% year-over-year; however, production issues delayed the ramp of the new U.S. wafer facility, which now faces an extended shutdown for upgrades.
Management built $30 million of additional expense into Q2 guidance related to solar facility downtime, weighing on near-term profitability.
Optical Communications segment drove strong growth, including large new long-term supply agreements with hyperscale customers.
Despite positive sales trends and upgraded long-term targets, operational execution and higher costs overshadowed reported Q1 strength in the market’s view.

Galaxy Digital

GLXY Q1 2026

Reported: 2026-04-29

Galaxy Digital posted a roughly inline first quarter result, with shares closing up 1.5% post-earnings. The update reflected continued progress in data centers and resilient trading volumes despite a 25% drop in average crypto prices during the period.

Key takeaways

Data center operations remained on track, with initial data halls delivered and construction schedules being met; Phase II financing is in progress, with management expecting an update soon.
The company secured an 830 MW power grant, though management suggested tenant agreements are more likely in the second half of the year.
Trading volumes at Galaxy were flat year-over-year, notably outperforming a 20% decline in industry-wide crypto trading volumes.
Management emphasized momentum in infrastructure business opportunities, with new deals in late stages but not yet ready for announcement.
Management characterized 2026 as a transition year for crypto markets, noting near-term headwinds from inflation and macro uncertainties, but expressed optimism about future AI and blockchain adoption.

General Motors Company

GM Q1 2026

Reported: 2026-04-29

Shares of GM closed down 1.7% following Q1 2026 results, with the market reacting neutrally as the company raised EBIT-adjusted guidance on the back of an accounting benefit but reported lower revenue year-over-year amid ongoing cost pressures and lean inventory.

Key takeaways

Q1 EBIT-adjusted margin was 10.1%, including a 1.5-point boost from a Supreme Court tariff adjustment; underlying margin netted to 8.6%.
Revenue declined by approximately $400 million year-over-year, driven by lower EV wholesale volumes; ICE wholesales were flat overall.
GM raised full-year EBIT-adjusted guidance by $500 million to a range of $13.5–15.5 billion, attributable to the one-time tariff benefit.
Inventory in the U.S. ended the quarter at 516,000 units (down 6% y/y); lean supplies constrained retail sales, especially for full-size pickups (down 9% y/y).
Management cited elevated costs linked to geopolitical events (war in Iran) and flagged ongoing caution on guidance changes until more clarity emerges.

Robinhood Markets Inc. Class A Common Stock

HOOD Q1 2026

Reported: 2026-04-29

Shares of Robinhood closed down 15.2% following Q1 earnings, as investors reacted to a disappointing outlook, with management's commentary emphasizing future initiatives over near-term profitability. While active trader engagement and new account growth were highlighted, the absence of explicit financial guidance and a shift toward cautious long-term goals appeared to contribute to the negative market response.

Key takeaways

Robinhood did not provide specific guidance for upcoming quarters, focusing instead on new product launches and government partnerships (notably the Trump Accounts program).
The number of funded accounts grew by 500,000 in Q1, and over 1.5 million in the past year, indicating ongoing user acquisition momentum.
Robinhood Banking reported strong growth with over $2 billion in net deposits and a 40% direct deposit attach rate, though absolute customer numbers (125,000 funded) suggest a modest scale relative to the headline figures.
Gold credit card customers now exceed 800,000, on pace to reach 1 million cards and $100 million ARR before year-end.
Management outlined significant upcoming initiatives (e.g., prediction market exchange with Susquehanna, expanded Robinhood Social), but the market appeared concerned by the lack of short-term profitability detail and an emphasis on longer-term aspirations over near-term financial execution.

Herc Holdings Inc.

HRI Q1 2026

Reported: 2026-04-29

Shares rose 5.6% following Herc Holdings’ first quarter report, as investors responded positively to the completion of the H&E Equipment Services integration, expanding branch network, and upbeat commentary on specialty segment growth and execution initiatives.

Key takeaways

Integration of H&E Equipment Services, the industry’s largest acquisition, is now fully complete, adding approximately 2,500 new employees and expanding branch capacity by 30%.
Specialty Solutions delivered double-digit revenue growth in the quarter, supported by targeted fleet investments and strong demand across new mega projects.
E-commerce revenue reached an all-time high, indicating accelerated customer adoption of Herc’s omnichannel and digital self-service tools.
Pro forma fleet size was intentionally reduced by nearly 2% entering 2026 to focus on fleet optimization and utilization improvement; Q1 investments of $183 million prioritized specialty locations and growth opportunities.
Management reaffirmed a clear path to deleveraging, targeting a return to the 2–3x leverage ratio by year-end 2027, as synergies, EBITDA growth, and free cash flow build from the expanded scale.

Itron, Inc.

ITRI Q1 2026

Reported: 2026-04-29

Shares of Itron fell 4.9% after quarterly earnings, as investors reacted to a year-over-year revenue decline and reduced non-GAAP earnings per share, driven by timing of large Networks projects and lower interest income.

Key takeaways

First quarter revenue was $587 million, down from the prior year, reflecting anticipated project timing headwinds in large Networks deployments.
Non-GAAP earnings per share declined to $1.49 from $1.52, as lower interest income offset improved gross margins and operating leverage.
Non-GAAP adjusted gross margin improved 490 basis points year-over-year to 40.7%, aided by favorable mix and operational efficiencies.
Backlog remains strong at $4.4 billion; Outcomes and Resiliency Solutions now comprise 25% of backlog, supported by new contract wins.
Free cash flow reached $79 million, while Outcomes segment revenue grew 22% year-over-year and annual recurring revenue rose 28%.

Invesco Ltd.

IVZ Q1 2026

Reported: 2026-04-29

Invesco reported first quarter results that were met with a neutral market reaction, with shares closing up 0.6% post-earnings. Investors weighed steady organic growth and net inflows against a volatile investment environment and a mixed picture for flagship products.

Key takeaways

Net long-term inflows totaled $21.8 billion, sustaining an 11th consecutive quarter of positive flows and representing 4% annualized organic growth.
Over $11.6 billion in global liquidity inflows pushed assets under management (AUM) above $200 billion by period end.
ETF and index strategies saw nearly $19 billion in net inflows (11% annualized organic growth), with ending AUM reaching a record $638 billion.
Asia Pacific and EMEA net inflows remained healthy, with 17% and 8% annualized organic growth, respectively.
After multiple strong quarters, the flagship QQQ fund experienced net outflows this quarter, attributed to normal investor rotation during heightened volatility; management noted inflows had resumed in April.

JetBlue Airways Corporation

JBLU Q1 2026

Reported: 2026-04-29

JetBlue shares closed down 2.0% following Q1 2026 results, as investors reacted to the suspension of full-year guidance due to a surge in fuel prices. Management cited external shocks, including Middle East conflict and TSA disruptions, and outlined aggressive cost actions but offered limited near-term visibility.

Key takeaways

JetBlue suspended its prior full-year outlook amid sharply higher fuel prices; management will revisit guidance as macro conditions become clearer.
First quarter revenue per available seat mile (RASM) grew 6.5%, benefiting from resilient demand and lower capacity during weather disruptions, but aided by one-time events.
Management is targeting 30–40% fuel cost recapture in Q2 and aiming for full recapture by early 2027; however, the majority of Q1 bookings occurred before the fuel spike.
Capacity is being reduced by ~1 point in Q2 and by at least 2–3 points in the second half, with additional trims possible after the summer peak if fuel prices remain high.
JetBlue highlighted ongoing initiatives to raise ancillary fees, cut controllable spending, and drive $310M in incremental EBIT in 2026 via 'Jet Forward' priorities, but near-term margin trajectory remains pressured by external cost headwinds.

Kimberly-Clark Corporation

KMB Q1 2026

Reported: 2026-04-29

Kimberly-Clark shares closed down 2.2% after earnings, as management maintained a cautious tone on full-year guidance amid renewed input cost headwinds and external disruptions. The market’s muted reaction suggests investor uncertainty over the outlook, particularly with commodity inflation risks and no immediate guidance update.

Key takeaways

Organic sales growth of 3% in the quarter was driven by volume and mix, continuing a multi-year positive trend.
Management expects a $20 million top line headwind in Q2 from the California distribution center fire and an additional $50 million bottom-line hit from Middle East war-related inflation and fire impacts.
Incremental input costs of $150–$170 million could materialize if oil prices remain around $100 per barrel in the second half, but these are not yet factored into guidance, nor are any mitigation strategies.
While management emphasized “pricing net of costs” discipline and a range of cost levers, they acknowledged volatility and did not update the full-year outlook.
Integration plans for Kenvue brands and continued supply chain productivity were highlighted as strategic priorities.

The Coca-Cola Company

KO Q1 2026

Reported: 2026-04-29

Coca-Cola shares rose 4.5% following Q1 2026 results, with investors responding positively to volume growth across all segments, expanded operating margins, and double-digit comparable EPS growth. Notably, organic revenue growth is tracking in line with full-year guidance, and the company extended its 20-quarter streak of value share gains.

Key takeaways

Global volume grew 3% in the quarter, with every segment posting positive volume growth.
Comparable operating margin expanded, driving double-digit comparable EPS growth.
Organic revenue growth remains on track with full-year guidance after adjusting for timing impacts.
North America saw gains in both volume and value share, though price/mix was soft due to Easter timing and capacity constraints in select products.
Asia Pacific delivered volume and revenue growth across operating units, but profit declined, primarily due to commodity pressures in tea and coffee and inventory cost phasing.

LendingClub Corporation

LC Q1 2026

Reported: 2026-04-29

Shares fell 3.4% post-earnings as investors reacted to a more cautious outlook, tempered by management’s focus on new verticals and operational efficiencies. While headline results included double-digit origination growth and record pretax earnings, the market appeared disappointed by the measured tone regarding future loan demand and expansion initiatives.

Key takeaways

Loan originations grew 31% year-on-year to $2.7 billion, with record pretax earnings of $67 million and return on tangible common equity at 14.5%.
Management highlighted the Q1 launch of home improvement lending through a new Wisetack partnership, but expansion is still in early stages.
The AI-driven platform has achieved over 90% automation in loan issuance and substantial reductions in application times.
Average loan sales prices improved for the eighth time in nine quarters, and marketplace investor demand remains “oversubscribed,” but commentary suggested ongoing macro “noise” and reliance on attracting new partners.
Momentum in checking and savings account adoption is evident, yet forward-looking remarks emphasized gradual growth in new categories and cited environmental uncertainty.

Stride, Inc.

LRN Q3 2026

Reported: 2026-04-29

Stride shares closed down 2.7% following Q3 results, as investors reacted to a combination of gross margin compression and a narrower full-year revenue outlook, which now implies a year-over-year decline in fourth quarter revenue.

Key takeaways

Total enrollments grew 1.8% year-over-year to 244,500, with overall revenue up 2.7% to $629.9 million.
Gross margin fell 380 basis points to 36.8%, attributed to increased investment in platform improvements; full-year gross margin is now expected to finish between 37% and 37.4%.
General Education segment revenue declined 3.6% due to a 5% enrollment drop, partially offset by 11.6% growth in Career Learning enrollments.
Full-year revenue guidance was narrowed to $2.490–$2.520 billion, which implies Q4 revenue will be below last year, citing higher attrition and unfavorable timing of funding adjustments.
Free cash flow improved to $202.4 million, and the company ended the quarter with $856 million in cash and equivalents; full-year free cash flow is expected to be roughly flat year-over-year.

Mondelez International, Inc.

MDLZ Q1 2026

Reported: 2026-04-29

Shares of Mondelez rose 6.3% post-earnings as the company delivered broad-based growth in emerging markets and stabilized trends in developed markets. Strong performances during key seasonal periods and early momentum in new product launches appeared to drive investor enthusiasm.

Key takeaways

Emerging markets grew 6.3% in Q1, with volume mix up 0.5% (and nearly 1% excluding Argentina); particularly robust results in India (double-digit growth), Brazil (high single digit), and China (mid-single digit).
Developed markets, especially Europe and Australia/New Zealand, benefited from a robust Easter season and improved market share, supported by the Biscoff partnership.
North America returned to slight net revenue growth, with share gains in crackers (notably Ritz) and continued growth in the North American ventures; Oreo performance was softer due to a limited time offer, but recovery plans are in place.
Despite the “strong start,” management reaffirmed rather than raised EPS guidance, citing ongoing consumer cautiousness and planned reinvestment in the business.
New product innovations and expanded distribution (notably Biscoff launches) contributed positively, with management expressing long-term optimism, especially in underpenetrated emerging markets.

Noble Corporation

NE Q1 2026

Reported: 2026-04-29

Noble Corporation shares ended +2.9% post-earnings, reflecting a generally steady reaction as investors weighed a consistent cash return strategy and sizable new contract awards against modest dayrate resets and isolated operational disruption in the Middle East.

Key takeaways

Q1 adjusted EBITDA was $277 million with free cash flow of $169 million; quarterly dividend maintained at $0.50 per share.
Contract backlog rose to $7.5 billion, supported by $565 million in new awards, including a >3-year extension for Noble Courage in Brazil, though with a step-down in dayrate from $290k to $280k until late 2027 before re-pricing higher.
The company secured contracts for rigs across Brazil, Australia, Guyana, Ghana, Malaysia, and the U.S. Gulf of Mexico, with notable contract wins supporting both fleet reactivations and ongoing utilization.
Operational disruption was limited to the Mick O’Brien jackup in the Middle East, with no significant impact elsewhere despite regional conflict.
Management described deepwater rig demand indicators as positive, citing high utilization (95% of marketed supply) and expanding open floater demand, alongside a robust pipeline of tenders and pre-tenders.

NeoGenomics, Inc.

NEO Q1 2026

Reported: 2026-04-29

NeoGenomics shares rose 4.1% following Q1 2026 results, as revenue growth, margin improvement, and NGS expansion topped expectations. Revenue surpassed guidance, with clinical and NGS businesses driving performance and improved profitability.

Key takeaways

Total Q1 revenue reached $186.7 million, up 11% year-over-year and ahead of previously issued guidance.
Adjusted EBITDA was $9 million, increasing 27% over the prior-year period, with a 60 basis point margin improvement.
Clinical revenue rose 14% year-over-year to $171 million, fueled by 8% growth in average unit price (AUP) and 6% volume growth.
NGS revenue expanded 26% year-over-year, now accounting for one-third of clinical revenue, and growing well ahead of the broader NGS market rate.
Recent acquisitions and product launches, including the Pathline integration and PanTracer liquid biopsy, are positioned to sustain above-market growth and share gains in the community oncology segment.

NOV Inc.

NOV Q1 2026

Reported: 2026-04-29

Shares of NOV Inc. closed down 0.3% following first quarter 2026 results. The muted market reaction reflects largely in-line performance amid significant Middle East-related disruptions and persistent supply chain headwinds.

Key takeaways

First quarter 2026 revenue was $2.05 billion, with net income of $19 million, or $0.05 per diluted share; adjusted EBITDA reached $177 million.
The Middle East conflict reduced revenue by approximately $54 million and EBITDA by $32 million, with logistics constraints and extended freight times weighing on deliveries and input costs.
Capital equipment and aftermarket operations saw the largest disruptions, including delayed manufacturing throughput and higher operating costs from elevated freight expenses.
Bookings in the Energy Equipment segment totaled $520 million, producing a book-to-bill ratio of 80% but marking the strongest Q1 orders since 2019.
Management described Q2 guidance as contingent on ongoing regional conflict, stating that while logistics have improved from the worst levels, visibility remains limited and higher costs are likely to persist.

Nucor Corporation

NUE Q1 2026

Reported: 2026-04-29

Nucor shares rose 3.4% following Q1 results, as investors reacted positively to record steel shipments, historically high backlogs, and improved EBITDA versus the prior quarter. Execution across all three operating segments, coupled with momentum in new capital projects, contributed to the upbeat market response.

Key takeaways

Q1 EBITDA reached approximately $1.5 billion with EPS of $3.23, significantly ahead of last quarter's results.
Steel mill shipments set a new company record at 7 million tons for the quarter.
Steel mill backlogs ended Q1 at 4.7 million tons, up 20% from year-end and the highest since Q2 2021; Steel Products backlog grew 9% from year-end.
$254 million was returned to shareholders via dividends and buybacks; $661 million reinvested into the business, with 40% of CapEx allocated to the new West Virginia sheet mill.
Trade policy tailwinds contributed via reduced steel imports, with U.S. finished steel import share declining from over 22% to about 15% year-over-year.

NXP Semiconductors N.V.

NXPI Q1 2026

Reported: 2026-04-29

Headline Summary: NXP shares surged 22.1% after first quarter results and outlook topped expectations, fueled by accelerating growth across automotive, industrial & IoT, and data center applications. Management raised guidance for Q2, highlighting broad-based strength and improved end-market visibility. Key Takeaways:

Key takeaways

Q1 revenue reached $3.18 billion, up 12% year-over-year and $31 million above the midpoint of guidance.
Non-GAAP EPS was $3.05, surpassing guidance by $0.08.
Automotive revenue grew 6% year-over-year (10% excluding MEMS Sensors divestiture), with significant design win momentum in processing and radar platforms.
Industrial & IoT revenue increased 24% year-over-year, led by 75% growth in new processing solutions; data center exposure is set to more than double in 2026.
Q2 revenue guidance of $3.45 billion implies 18% year-over-year growth, driven by strength across all regions and end markets.

Omnicom Group Inc.

OMC Q1 2026

Reported: 2026-04-29

Headline Summary: Omnicom's Q1 earnings prompted a muted market reaction (+0.2%) as reported growth and margin improvement aligned with recent expectations following the Interpublic acquisition integration. Results reflect a transition period marked by portfolio realignment and early delivery on synergy targets, with no major surprises to either the upside or downside. Key Takeaways:

Key takeaways

Core operations revenue reached $5.6 billion, up by $345 million from Q1 2025 combined core figures, with organic growth of 3.9%.
Adjusted EBITDA margin expanded by 240 basis points to 14.8% versus the prior year’s combined operations.
Non-GAAP adjusted EPS was $1.90, increasing 11.8% year-over-year; this excludes repositioning, integration, disposition, and amortization impacts.
$1 billion in annual revenue tied to planned divestitures has already been disposed of, with remaining asset sales targeted in upcoming quarters.
$2.8 billion of share repurchases were executed in Q1, aligned with the $5 billion, 12-month buyback program; management reiterated $900 million cost synergy target for 2026.

Opera Limited

OPRA Q1 2026

Reported: 2026-04-29

Opera's Q1 2026 results came in slightly ahead of recent internal targets, with the stock closing up 2.6% after the print—suggesting market reaction was neutral to modestly positive. Revenue and adjusted EBITDA both topped the high end of management’s guidance, driven by balanced growth across advertising and query revenues.

Key takeaways

Q1 revenue grew 23% year-over-year to $176 million, surpassing management's previous outlook by $4 million.
Adjusted EBITDA reached $42 million (24% margin), exceeding guidance by $2 million.
Both advertising (+24% y/y) and query revenue (+23% y/y) contributed to top-line expansion, with each category showing comparable growth.
Recent product launches—especially the Browser Connector for AI integration—are driving extended user engagement and increases in ARPU in key Western markets.
Management outlined ongoing momentum in e-commerce ad partnerships and sees emerging opportunities in travel sector monetization for the coming quarters.

Pentair plc

PNR Q1 2026

Reported: 2026-04-29

Pentair shares fell 12.4% following first quarter results, as investors reacted negatively to a narrowed full-year adjusted EPS guidance range and management’s cautious tone regarding macro volatility, housing, and nonresidential investment. The disappointment appears tied to the company raising only the lower end of guidance—rather than the midpoint—despite repeated margin expansion and buybacks, suggesting growth concerns outweigh incremental positives.

Key takeaways

Q1 sales increased 3%, with adjusted operating income up 7% and adjusted EPS rising double digits to $1.22.
Margin expansion continued, with return on sales up 100 basis points to 25%, the sixteenth consecutive quarter of improvement.
Full-year 2026 adjusted EPS guidance was narrowed to $5.30–$5.40, raising only the lower end by $0.05, implying modest confidence despite positive Q1 trends.
Management highlighted ongoing headwinds in residential markets and is closely monitoring volatility in housing and nonresidential segments.
$200 million in shares were repurchased during Q1; balance sheet remains strong and capital return to shareholders continues, but topline growth and forward visibility are evidently under investor scrutiny.

Porch Group Inc.

PRCH Q1 2026

Reported: 2026-04-29

Porch Group shares surged 25.8% following Q1 earnings, as results surpassed expectations and management raised full-year guidance for revenue, gross profit, and adjusted EBITDA. The quarter highlighted momentum in Insurance Services, margin expansion, and accelerating distribution gains.

Key takeaways

Q1 revenue reached $109 million, up 29% year-over-year; gross profit was $91 million, representing an 83% gross margin.
Adjusted EBITDA came in at $20 million (18% margin), and management raised full-year guidance for multiple key metrics.
Insurance Services revenue grew 50% year-over-year, with total policies written up 33% and reciprocal written premium (RWP) rising 18% to $114 million.
Statutory surplus grew 59% to $165 million, supporting premium growth well above 2026 targets.
Distribution expansion drove a 181% increase in agency branch locations and 69% growth in quote volumes; conversion rates nearly doubled year-over-year.

Rithm Capital Corp. Common Stock

RITM Q1 2026

Reported: 2026-04-29

Shares of Rithm Capital closed down 4.5% following Q1 2026 earnings, as investors reacted to deceleration in key metrics and a lack of positive surprises in the outlook. While management highlighted asset growth and stable operations, the market appeared unimpressed by the modest earnings progression and largely status quo forward commentary.

Key takeaways

Q1 earnings available for distribution (EAD) were $289.6 million ($0.51 per diluted share), with a reported GAAP net income of $67.8 million ($0.12 per share); return on equity was 17% on EAD but only 4% on GAAP basis.
Book value per share ended the quarter at $12.51, reflecting little change quarter-over-quarter after paying a $0.25 per share dividend.
Asset management AUM totaled approximately $60 billion, with $2 billion deployed in credit and ABF investments; the division reported ongoing fundraising momentum.
Mortgage servicing and origination franchise remained sizable (#3 in units serviced), but no acceleration in segment growth or profitability was highlighted.
Management emphasized readiness to deploy capital into market dislocations but provided no material upward revisions in guidance or incremental color on catalysts for near-term upside, contributing to muted investor sentiment.

Rambus Inc.

RMBS Q1 2026

Reported: 2026-04-29

Shares of Rambus plunged 29.8% after Q1 results, as investors reacted to a guidance cut for the coming quarter and management's notably cautious outlook, particularly around growth visibility despite current momentum in AI and data center markets.

Key takeaways

Product revenue for Q1 reached $88 million, reflecting a 15% year-over-year increase and landing within prior guidance.
Management projected only "double-digit product revenue growth" for Q2, while avoiding any update to annual outlook—signaling incremental caution on the near-term trajectory amidst AI enthusiasm.
The prepared remarks emphasized ongoing product portfolio expansion and customer engagement, but lacked any specific commentary or commitments on margin trends or operating leverage.
The chip business showed solid execution in core DDR5 RCD chips, yet market reaction points to investor disappointment with the pace of growth and conservatism on outlook despite the AI infrastructure opportunity.
The company highlighted new LPDDR5X SOCAMM2 chipset launches and future LPDDR6 development, but investors appeared unmoved by longer-term initiatives in light of near-term guidance headwinds.

Sanmina Corporation

SANM Q2 2026

Reported: 2026-04-29

Shares of Sanmina surged 12.1% following earnings, with the market responding positively to better-than-expected revenue, margin performance, and accelerated demand in the ZT Systems business. Upside across key financial metrics, including a 102% year-over-year revenue jump and a 125% increase in diluted EPS, supported the stock’s strong move.

Key takeaways

Revenue reached $4.0 billion for Q2, up 102% year-over-year, significantly exceeding management’s prior outlook.
ZT Systems business delivered $1.88 billion in revenue, with some shipments pulled forward from later quarters due to strong customer demand.
Non-GAAP operating margin improved to 6.4%, up 80 basis points versus the prior year and marking a third straight quarter above 6%.
Non-GAAP diluted EPS was $3.16, up 125% year-over-year, reflecting strong operating leverage.
CPS segment revenue rose 12.2%, though its non-GAAP gross margin declined 230 basis points, offset by overall favorable mix and margin expansion in other areas.

Starbucks Corporation

SBUX Q2 2026

Reported: 2026-04-29

Headline Summary: Starbucks shares rallied 7.8% post-earnings as the company delivered 9% year-over-year revenue growth, 110 basis points of margin improvement, and accelerated global and U.S. comp sales, leading management to raise full-year guidance for comps and EPS. Key Takeaways:

Key takeaways

Q2 company revenue rose to $9.5 billion, up 9% year-over-year, with global comparable sales growing 6%.
Consolidated operating margin increased to 9.4%, up approximately 110 basis points from the prior year.
North America and U.S. comparable sales accelerated to over 7%, driven by more than 4 percentage points of transaction growth.
EPS reached $0.50, an increase of roughly 22% year-over-year.
Management raised fiscal 2026 targets: global comp growth to 5%+ and EPS to $2.25–$2.45, reflecting confidence in continued momentum.

Solaris Energy Infrastructure Inc.

SEI Q1 2026

Reported: 2026-04-29

Solaris shares closed up 0.8% following Q1 2026 results, as investors digested a flurry of new long-term contracts and expanded generation capacity but withheld a more enthusiastic reaction, likely reflecting a balanced outlook and lack of significant guidance updates.

Key takeaways

Solaris secured over 2 GW of long-term contracted power generation, including a new 600 MW, 10-year agreement with an investment-grade global technology customer, announced last night.
Generation capacity increased more than 40% to 3.1 GW due to two strategic transactions, including the acquisition of Genco Power Solutions and additional turbine purchase agreements.
More than half of contracted capacity was signed in the last two months, with terms extending out to 10-15 years.
Management emphasized accelerating demand and ongoing negotiations with both current and new customers, though some projects remain in early planning stages and ramp is weighted to late 2026 and beyond.
The market’s muted reaction implies investors are waiting for greater clarity on near-term financial impacts and pacing of project energization.

The Sherwin-Williams Company

SHW Q1 2026

Reported: 2026-04-29

Sherwin-Williams shares fell 5.4% following Q1 results, as management’s unchanged full-year outlook and comments on persistent end-market softness and rising uncertainty appeared to disappoint investors looking for a more constructive guidance or clearer signs of accelerating demand.

Key takeaways

Despite reporting high single-digit consolidated sales growth, management acknowledged that demand remains soft in most end markets, and stated customer feedback signals “little support for meaningful recovery.”
Gross margin expanded by 90 basis points year-over-year, but margin expansion was described as “basically flat” in core Paint Stores and Performance Coatings segments, with higher SG&A costs driven by acquisitions, compensation, and FX.
Volume growth was modest: Paint Stores volume rose by low single digits, Consumer Brands saw mid single-digit volume declines (excluding acquisitions), and Performance Coatings had only low single-digit volume growth.
Guidance for full-year adjusted diluted EPS and SG&A as a percent of sales was maintained; management cited new geopolitical risks (Middle East conflict) as complicating the outlook and did not raise expectations for H2 recovery.
Capital allocation remained active, with $773 million returned to shareholders in the quarter and net debt to adjusted EBITDA at 2.5x.

S&P Global Inc.

SPGI Q1 2026

Reported: 2026-04-29

S&P Global shares closed down 0.9% post-earnings, reflecting a largely neutral market response. Management reiterated full-year guidance and highlighted solid revenue and margin expansion, but called out ongoing macro headwinds and uncertainties impacting its key end markets.

Key takeaways

First quarter revenue increased 10% year-over-year (9% organic constant currency); subscription product revenue was up 6%.
Adjusted diluted EPS grew 14% year-over-year; trailing 12-month margin expanded by 140 basis points.
Investment grade billed issuance rose 14%, driven by hyperscaler AI infrastructure and M&A, but high-teen declines in bank loan volumes offset some of that growth.
Management maintained its full-year outlook, noting first quarter upside in billed issuance was weighted to one-time hyperscaler activity.
Ongoing macro uncertainty—particularly geopolitical conflict, volatile energy and commodity prices, and broader credit market scrutiny—was highlighted as a key risk to near-term momentum.

Spotify Technology S.A.

SPOT Q1 2026

Reported: 2026-04-29

Spotify shares dropped 10.5% following Q1 2026 earnings as investors reacted to management's notably cautious outlook and highlighted near-term pressure in the ads business from the ongoing tech stack transition. Despite healthy user and subscriber growth, the market signaled disappointment with commentary around short-term revenue and margin headwinds.

Key takeaways

Reported monthly active users surpassed 760 million, with engagement and subscriber growth in line or better versus internal goals.
Gross margin reached its second highest level on record, though management emphasized only “continued progress” rather than outright improvement.
Advertising remains “a work in progress”; management cited 1.5 years of rebuilding and acknowledged ongoing “short-term pressure” as biddable advertising crosses one-third of ad revenue.
Management struck a notably forward-looking tone, emphasizing long-term opportunity (AI, fitness content, upcoming Investor Day) rather than short-term financial upside.
Despite new feature launches and strong engagement metrics, commentary indicated some near-term financial trade-offs as Spotify invests in new revenue opportunities, with few specifics given on the immediate trajectory for margins or ad segment recovery.

Seagate Technology plc

STX Q3 2026

Reported: 2026-04-29

Seagate shares surged 8% after the company’s fiscal Q3 report, as revenue jumped 44% year-over-year, gross margins hit all-time highs, and management issued notably upbeat guidance. Investors responded positively to record free cash flow and strong commentary on accelerating storage demand tied to AI and cloud infrastructure buildout.

Key takeaways

Revenue grew 44% year-over-year, marking the tenth consecutive quarter of growth from cloud customers.
Gross margins reached a record high, and non-GAAP operating income more than doubled.
Free cash flow approached $1 billion, among the company’s highest ever levels.
Guidance for Q4 was characterized as strong, with management raising annual growth targets to at least 20% over the next several years.
Nearline hard drives accounted for close to 90% of total Exabyte shipments, and capacity is almost fully allocated through 2027 on extended customer contracts.

Sysco Corporation

SYY Q3 2026

Reported: 2026-04-29

Sysco shares closed down 1.8% following third quarter results, as the market appeared unimpressed despite management highlighting a return to local volume growth and reaffirming confidence in annual guidance. The stock move suggests investors were largely unmoved by top-line improvement, possibly due to persistent headwinds in restaurant traffic and continued softness in the national restaurant segment.

Key takeaways

Revenue increased 4.7% year-over-year to nearly $21 billion, with 3.3% local volume growth in the U.S. — the strongest in three years.
Adjusted EPS came in at $0.94, in line with company expectations and including a $63 million headwind linked to prior-year incentive compensation.
Gross profit grew 6.5% year-over-year; excluding incentive comp headwinds, operating income and margin would have expanded from the prior year.
National contract business lagged, with segment growth of just 1.4%, as declining restaurant foot traffic weighed on national restaurant volumes.
Management maintained a positive outlook for the full year, guiding towards the high end of the $4.50–$4.60 adjusted EPS range and forecasting at least 2.5% local volume growth in Q4.

T-Mobile US, Inc.

TMUS Q1 2026

Reported: 2026-04-29

Shares rallied 8.4% after T-Mobile delivered notable upside across postpaid subscriber growth, ARPA expansion, and double-digit service revenue gains, signaling execution well ahead of investor expectations on both volume and profitability.

Key takeaways

Postpaid net account additions reached 217,000 in Q1, up 6% year-over-year, underpinning ongoing subscriber momentum.
Postpaid ARPA (average revenue per account) grew 3.9% year-over-year, reflecting effective pricing and customer monetization.
Postpaid service revenue increased 15% and total service revenue rose 11% versus the prior year, surpassing peers’ rates by a wide margin.
Core adjusted EBITDA advanced by 12% year-over-year, with free cash flow margins holding at 24%.
Capital return remained robust with $6 billion returned to shareholders through dividends and share repurchases during the quarter.

TransUnion

TRU Q1 2026

Reported: 2026-04-29

Shares of TransUnion fell 1.0% following earnings as first quarter results and updated 2026 guidance appeared broadly in-line with investor expectations. Management maintained a cautious approach to full-year guidance, balancing Q1 outperformance against ongoing macro uncertainty.

Key takeaways

Organic constant currency revenue grew 11% in Q1, above previous guidance of 8% to 9%, with U.S. markets up 14% and Financial Services up 24% (14% ex-FICO mortgage royalties).
International revenue was flat, with strength in Canada, the U.K., and Africa offset by a mid-single-digit decline in India; gradual improvement in India is expected through the year.
Adjusted diluted EPS grew 12% year-over-year; adjusted EBITDA and EPS guidance were raised primarily due to the TU Mexico acquisition.
Management reiterated full-year organic growth and margin guidance, opting to remain conservative given macro headwinds and recent volatility in rates and geopolitical factors.
$25 million of share repurchases were made year-to-date, and increased repurchase activity is planned under the remaining $1 billion authorization.

Ultra Clean Holdings, Inc.

UCTT Q1 2026

Reported: 2026-04-29

Shares declined 11.2% following earnings as investors reacted to a notable guidance cut for the second quarter. Despite management’s upbeat commentary on long-term AI-driven tailwinds, the near-term outlook disappointed versus market expectations.

Key takeaways

Q1 revenue and earnings finished above the midpoint of guidance, reflecting solid execution across product and service lines.
Management highlighted continued momentum and long-term strength in AI-related semiconductor demand, with customer forecasts supporting a sustained WFE cycle.
Second quarter guidance was the key negative surprise on the call, implying softer-than-anticipated near-term performance.
Margin expansion and operating leverage remain a focus as volumes ramp, but near-term variability in customer spending and supply chain constraints were cited.
The long-term multiyear opportunity remains intact, but short-term uncertainty and a weaker Q2 outlook drove the sharp negative market reaction.

United Parcel Service, Inc.

UPS Q1 2026

Reported: 2026-04-29

Shares closed down 1.5% following UPS’s Q1 2026 results, as investors weighed stable operational execution and ongoing transformation initiatives against a cautious macro outlook and continued volume realignment, particularly related to Amazon. The modest market reaction suggests results aligned with expectations despite persistent cost headwinds and non-seasonal trends.

Key takeaways

Q1 consolidated revenue was $21.2 billion; consolidated operating profit reached $1.3 billion, with an operating margin of 6.2%.
U.S. revenue per piece increased 6.5% YoY, driven by a shift toward SMB and B2B mix, and premium customer segments.
The company reduced Amazon volume by 500,000 pieces per day and closed 23 buildings as part of a strategic network reconfiguration.
Operating profit in Supply Chain Solutions more than doubled versus last year, and all segments saw year-over-year healthcare revenue growth, achieving a $3 billion healthcare revenue milestone.
Management remains watchful of higher fuel costs and low consumer confidence; expects margin expansion and resumed consolidated profit growth in the second quarter as cost actions flow through.

Visa Inc.

V Q2 2026

Reported: 2026-04-29

Visa shares advanced 8.1% following fiscal Q2 earnings, as net revenue and EPS beat expectations and management highlighted accelerating growth across core and emerging businesses. Investors responded favorably to double-digit top-line and commercial momentum, as well as expanding opportunities in AI, agentic commerce, and value-added services.

Key takeaways

Net revenue rose 17% year-over-year to $11.2 billion, marking the fastest quarterly growth since 2022, and the strongest ex-recovery/acquisitions since 2013.
EPS increased 20% year-over-year, exceeding the pace of revenue growth.
Payments volume and processed transactions each grew 9% in constant dollars, while Visa Direct transactions surged 23% to 3.7 billion in the quarter.
Commercial and money movement revenue climbed 24% in constant dollars, with record-high commercial cross-border volume as a share of total cross-border.
Value-added services reached 30% of net revenue, growing over 25% in constant dollars, bolstered by AI-driven initiatives and expanding partnerships.

Ventas, Inc.

VTR Q1 2026

Reported: 2026-04-29

Ventas shares closed up 3.2% after reporting first quarter results that showcased 15% year-over-year growth in senior housing operating (SHOP) NOI and an improved full-year FFO outlook. Investors responded positively to accelerating SHOP momentum, broad-based occupancy gains, and raised guidance.

Key takeaways

Senior housing operating (SHOP) same-store NOI grew over 15% year over year, marking the fifth consecutive year of double-digit growth.
U.S. SHOP average occupancy increased 370 basis points, reaching 90.4%, and outperformed the NIC top 99 markets by 150 basis points.
Full-year normalized FFO per share mid guidance was raised by $0.03 to $3.86, reflecting increased confidence in SHOP performance (16% same-store SHOP NOI growth projected for the year).
$1.7 billion in senior housing investments closed year-to-date, with 2026 investment volume guidance raised to $3 billion.
Liquidity reached record levels and the company signaled “compelling and durable tailwinds” from favorable demographic and market dynamics.

Verizon Communications Inc.

VZ Q1 2026

Reported: 2026-04-29

Headline Summary: Verizon shares finished up 1.9% after Q1 earnings, reflecting a neutral market response as operational improvements were met by mixed service revenue trends and measured guidance commentary. Investors appeared to weigh improved churn and postpaid phone net adds against below-guided mobility and broadband service revenue growth and impacts from a January network outage. Key Takeaways:

Key takeaways

Total revenue grew 2.9% to $34.4 billion for the quarter.
Mobility and broadband service revenue growth came in below the company’s annual guided range, partially due to an 80 basis point headwind from January’s network outage.
Postpaid phone net adds were 55,000, marking Verizon’s first Q1 with positive postpaid phone growth in 13 years; overall mobility and broadband net adds totaled nearly 0.5 million.
Consumer postpaid phone churn improved both sequentially and within the quarter, declining to below 85 basis points in March.
Adjusted EPS rose 7.6% year-over-year to $1.28, and free cash flow increased 4% to $3.8 billion.

Wave Life Sciences Ltd.

WVE Q1 2026

Reported: 2026-04-29

Headline Summary: Wave Life Sciences’ Q1 2026 earnings led to a modest stock gain of +1.6% post-call, suggesting a neutral investor response. Updates showcased steady advancement in both the WVE-007 obesity program and the RNA editing portfolio, with new clinical initiatives and regulatory milestones on track. Key Takeaways:

Key takeaways

WVE-007 progressed to Phase IIa for obesity, with FDA acceptance of the multi-dose portion and trial initiation expected this quarter.
Early clinical data for 007 showed improvement in body composition—specifically visceral fat loss with muscle preservation—and potential for durable, infrequent dosing.
RNA editing lead WVE-006 for AATD reached therapeutically relevant AAT restoration in interim data; regulatory feedback on a possible accelerated approval is expected mid-2026.
An investor update is planned to present additional WVE-006 dosing data, with acute phase responses highlighted as an area of efficacy focus.
Pipeline expansion continues, including preparation to bring WVE-008 (PNPLA3 liver disease) to the clinic in 2026 and ongoing preclinical work on bifunctional modalities.

Zimmer Biomet Holdings, Inc.

ZBH Q1 2026

Reported: 2026-04-29

Zimmer Biomet shares fell 13.5% after Q1 as investors reacted negatively to a cautious full-year outlook and evidence of ongoing revenue deceleration, despite in-line results for the quarter. The reaffirmed 2026 guidance of 1–3% organic growth—with continued pricing pressure and commercial transition disruptions—disappointed the market.

Key takeaways

Q1 organic sales grew 2.9% and U.S. sales rose 3.2%, but management reiterated full-year organic growth guidance at just 1–3%, implying deceleration ahead.
Adjusted EPS for the quarter was $2.09, up 15% year-over-year, with a $0.20 benefit from favorable tariff actions.
U.S. knee growth remained muted at 2.2%, with pressure from legacy product phase-outs; international knees grew just 1.3%.
Management cited ongoing disruption from commercial transitions and maintained assumptions for up to 100 basis points of price erosion in 2026.
Technology-driven segments like surgical and robotics posted near-12% growth, but these positives were overshadowed by continued challenges in restorative therapies and trauma.

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