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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

40 companies Today

Arcosa, Inc.

ACA Q1 2026

Reported: 2026-05-04

Arcosa shares declined 2.6% despite reported growth in adjusted EBITDA and margin expansion, reflecting investor caution due to softness in Construction Products, particularly asphalt volume declines and margin pressure from maintenance downtime, offsetting strength in Engineered Structures.

Key takeaways

Adjusted EBITDA from continuing operations grew 10% with margin expansion of 100 basis points, led by strong utility structures in Engineered Structures.
Construction Products revenue increased 5%, but adjusted EBITDA was slightly down due to lower asphalt volumes and higher costs from maintenance and seasonality impacts.
Aggregates volumes increased 4% with 2% pricing growth, resulting in a 220 basis point margin improvement and 7% gain in cash gross profit per ton.
Trench shoring continued strong growth with revenues and EBITDA up approximately 26%, fueled by record order levels.
Engineered Structures saw 4% revenue growth, driven by mid-teen utility structures growth and a 21% adjusted EBITDA increase, with segment margin reaching a record 21.1%.

Credit Agricole S.A.

ACA.PA Q1 2026

Reported: 2026-05-04

Shares declined modestly by 0.5% as investor enthusiasm was tempered by cautious provisioning amid geopolitical uncertainties and adverse weather impacts on insurance revenues, offsetting solid revenue growth and operational efficiency.

Key takeaways

Net income rose 5.5% to EUR 1.7 billion, driven by a 2.8% increase in revenues that reached a record EUR 10 billion.
Regional banks led revenue growth with a 7.8% increase, powered by a 34% surge in net interest income and strong customer acquisition (600,000 new clients this quarter).
Cost-to-income ratio improved by 0.6 percentage points in the main banking entity (CASA), reflecting solid operational efficiency.
Cautious provisioning was taken due to geopolitical conflicts in the Middle East and weather-related losses in insurance, contributing to a slight increase in the cost of risk but overall risk remains controlled.
Large Customers division revenues stabilized but showed FX headwinds of EUR 69 million; Asset Gathering revenues were negatively affected by scope changes and weather events.

Adamas Trust, Inc.

ADAM Q1 2026

Reported: 2026-05-04

Shares jumped 14.7% following better-than-expected earnings growth and book value expansion, driven by strong execution on a diversified portfolio and scaling of the origination platform.

Key takeaways

GAAP EPS reached $0.41, with Earnings Available for Distribution (EAD) at $0.29 per share, a 26% increase quarter-over-quarter and well above the $0.23 dividend.
Adjusted book value increased 1.6% quarter-over-quarter despite spread widening, supported by stable credit trends and strategic hedges.
Investment activity topped $1 billion, split nearly evenly between agency securities ($510 million) and residential credit ($502 million), with record BPL rental acquisitions ($400 million).
Constructive platform transitioned to profitability, contributing to earnings leverage and recurring income growth.
Despite strong execution, shares continue to trade at a meaningful discount to intrinsic value, which management aims to close through capital allocation and operational growth.

adidas AG

ADS.DE Q1 2026

Reported: 2026-05-04

Shares dropped 4.2% following the release as investors appeared concerned by margin pressure and mixed regional performance, despite solid top-line growth. The gross margin decline driven by currency and tariff headwinds, along with cautious commentary on geopolitical risks in emerging markets, likely dampened sentiment.

Key takeaways

Q1 revenue grew 14% currency neutral, reflecting sustained demand across key regions.
Gross margin fell 100 basis points to 51.1%, negatively impacted by currency fluctuations and tariffs despite underlying margin strength.
Operating profit increased by €100 million to €705 million, yielding a 10.7% operating margin.
Regional growth was uneven: North America and Latin America showed solid gains, while Europe grew 6% amid overstock and discounting pressures.
Emerging markets faced volatility with store closures and supply issues due to ongoing conflicts, raising uncertainty about near-term outlook in these regions.

American International Group, Inc.

AIG Q1 2026

Reported: 2026-05-04

The stock gained 3.7% following a first quarter report that showed clear upside in net premiums written growth and margin improvement, driven primarily by strong performance in Global Commercial and Personal Insurance segments, as well as favorable reinsurance terms.

Key takeaways

General Insurance net premiums written increased 18% year-over-year on a constant dollar basis, led by Global Commercial Insurance (+21%) and Global Personal Insurance (+11%).
Global Personal Insurance saw a 410 basis point improvement in its expense ratio and a 570 basis point improvement in its accident year combined ratio, bringing it down to 89.9%.
Overall General Insurance combined ratio improved significantly, with accident year combined ratio at 86.6% and calendar year combined ratio at 87.3%, representing an 850 basis point improvement year-over-year.
Adjusted after-tax income per diluted share rose 80% year-over-year to $2.11, with core operating ROE at 12.2%.
Capital returned to shareholders totaled $760 million, including $519 million in share repurchases; quarterly dividend raised by 11% to $0.50 per share, signaling confidence in the firm’s outlook.

AutoNation, Inc.

AN Q1 2026

Reported: 2026-05-04

Shares declined 4.6% following earnings, driven primarily by weaker new vehicle volumes and lingering headwinds in the premium luxury segment after the loss of BEV incentives. Despite solid margins in some areas, the cautious outlook for key segments appears to have weighed on investor sentiment.

Key takeaways

New vehicle unit sales declined in line with the broader market, with BEV sales falling over 50% year-over-year, heavily impacting the premium luxury segment.
New vehicle unit profitability improved sequentially by 5%, helped by higher per unit profits in import and premium luxury vehicles.
Aftersales gross profit grew 5% to a first quarter record of $593 million, aided by 8% growth in customer pay and 7% growth in warranty-related gross profit, offsetting a 6% decline in internal pay.
Customer Financial Services posted a first quarter record per unit profit, up 6% from a year ago, though growth in internal finance company originations represented a short-term headwind to this metric.
Strong adjusted free cash flow of $256 million supported $350 million in capital deployment, including $300 million in share repurchases, while leverage remained within targeted investment-grade levels.

AptarGroup, Inc.

ATR Q1 2026

Reported: 2026-05-04

Shares fell 2.5% following earnings as investors digested a deceleration in emergency medicine dispensing systems, which negatively impacted core sales by 3%, signaling weakness in a key segment despite growth in other areas.

Key takeaways

Core sales declined 3% due to anticipated destocking in emergency medicine dispensing systems following exceptional prior growth.
Pharma segment showed strength in GLP-1 biologics, systemic nasal drug delivery, nasal decongestants, and ophthalmic dispensing.
Consumer dispensing benefited from volume and mix improvements in beauty and closures, though lower resin pricing pressured margins.
Several new product approvals and launches broaden growth platforms, including injectables and nasal delivery technologies.
Management emphasized disciplined execution and operational resilience amid a mixed operating environment.

Baxter International Inc.

BAX Q1 2026

Reported: 2026-05-04

Baxter's shares rose 1.8% following a first quarter report that met expectations, with organic sales declining slightly but partially offset by growth in Advanced Surgery and ongoing innovation efforts. Despite margin pressures and challenging comps, the market reaction was modestly positive, reflecting cautious optimism on the company’s turnaround progress.

Key takeaways

Reported sales increased 3% year-over-year to $2.7 billion, but organic sales declined 1%, reflecting underlying demand softness.
Adjusted EPS fell to $0.36 from $0.55 a year ago, pressured by tariff impacts, higher manufacturing costs, and unfavorable prior year comparables.
Advanced Surgery segment delivered strong order growth and expanded 10% in the quarter, supporting growth outlook.
Management highlighted progress on addressing infusion pump hardware and software issues, with ongoing regulatory coordination and mitigations in place.
Innovation efforts include new product launches with AI enhancements and digital connectivity solutions aimed at improving clinical outcomes and operational efficiency.

Broadridge Financial Solutions, Inc.

BR Q3 2026

Reported: 2026-05-04

Broadridge’s shares fell 3.4% after the company lowered its sales guidance, signaling investor concerns about deal closures slowing despite healthy pipeline growth and solid recurring revenue gains.

Key takeaways

Recurring revenue grew 6% constant currency, and adjusted EPS increased 11% for the quarter.
Governance segment delivered 8% recurring revenue growth, supported by strong equity position growth of 15%.
Capital Markets grew underlying revenues 6%, but lower license revenues weighed on overall results.
Wealth Management recurring revenue rose 8% constant currency, driven primarily by the Canadian market.
Year-to-date closed sales dropped 16% to $147 million, leading management to lower full-year sales guidance to a range of $240 million to $290 million amid longer sales cycles and larger deal complexity.

BrightSpring Health Services, Inc. Common Stock

BTSG Q1 2026

Reported: 2026-05-04

The stock rallied 11.6% following the quarter, driven by robust revenue growth and margin expansion that surpassed investor expectations, signaling strong operational execution and favorable mix dynamics.

Key takeaways

Total revenue grew 26% year-over-year to $3.6 billion, with Pharmacy Solutions and Provider Services up 25% and 28%, respectively.
Adjusted EBITDA increased 45% to $190 million, with margins expanding by 70 basis points to 5.3%, primarily due to mix improvements and operational efficiencies.
Operating cash flow reached $123 million, excluding proceeds from the recent Community Living divestiture.
Leverage improved significantly to 2.27x from 2.99x, supported by $811 million in cash proceeds from the divestiture used for debt reduction.
High service quality metrics sustained, including over 91% of Home Health branches rated 4 stars or greater and top-tier hospice program rankings.

Church & Dwight Co., Inc.

CHD Q1 2026

Reported: 2026-05-04

Shares declined 4.3% following earnings despite reported sales and margin beats, reflecting investor concerns about a cautious outlook amid mixed consumer headwinds and ongoing pressure in select segments.

Key takeaways

Organic sales increased 5% in Q1, above the company’s 3% outlook, driven primarily by volume growth of 5.3%.
Adjusted gross margin expanded 130 basis points to 46.4%, supporting adjusted EPS growth of 4.4% to $0.95, above the $0.92 outlook.
Strong gains in ARM & HAMMER laundry and cat litter volumes contrasted with OxiClean’s share decline due to distribution loss and difficult prior-year comparisons.
International sales grew 3.7% organically but were weighed down by lower Middle East regional sales and ERP system implementation.
Despite positive execution metrics, the market likely discounted optimism given macroeconomic uncertainties, elevated category promotional levels, and cautious commentary on integration and growth initiatives.

Columbia Sportswear Company

COLM Q1 2026

Reported: 2026-05-04

Shares declined 2.4% following earnings as investors appeared cautious about ongoing weakness in the U.S. business and the company’s conservative approach to inventory and order reductions, despite international growth and margin discipline.

Key takeaways

Net sales and profitability exceeded quarterly guidance but U.S. sales declined 10%, pressured by reduced Spring ’26 wholesale orders and supply adjustments tied to tariff concerns.
International business, over 40% of sales, grew 16% year-over-year, driving overall revenue growth.
Management highlighted cleaner inventories and less reliance on clearance sales as a positive but these reflect cautious inventory positioning.
Growth momentum is noted in the PFG segment, with the Bahama shirt expected to grow double digits and Dry Tortuga Boot sales tripling.
The company remains hopeful for a U.S. wholesale business recovery in the second half based on a growing Fall ’26 order book, but uncertainty persists.

Canadian Pacific Railway Limited

CP.TO Q1 2026

Reported: 2026-05-04

Shares fell 4.3% following the quarter, reflecting investor disappointment with volatile fuel and FX pressures that weighed on yields and an outlook tempered by cautious macro conditions.

Key takeaways

Revenues reached $3.7 billion with volume growth of 2% on a revenue ton mile (RTM) basis, supported by record grain harvests and contributions from automotive, international, intermodal, and MMX services.
Operating ratio held at 63%, showing disciplined cost management despite challenging market factors.
Earnings per share came in at $1.04 amid ongoing volatility in fuel prices and foreign exchange rates impacting margin stability.
Management highlighted labor progress via tentative long-term agreements that enhance operating stability and employee quality of life, particularly in key U.S. corridors.
Safety metrics showed mixed results with improvements in personal injury rates offset by an increase in train accident frequency from all-time lows in the prior year.

Camden Property Trust

CPT Q1 2026

Reported: 2026-05-04

Camden's stock declined modestly by 0.6% following earnings, reflecting cautious investor sentiment despite stable operational metrics; absence of clear upside catalysts and a neutral guidance tone appear to have restrained upside.

Key takeaways

Q1 saw record-low bad debt levels below 40 basis points, aided by strong resident financial health and enhanced screening.
Leasing activity was boosted by demographic tailwinds, including strong domestic migration and job growth in key Sunbelt markets such as Dallas–Fort Worth, Houston, and Austin.
The company is progressing with its California asset disposition, currently in diligence with one potential buyer and anticipating a late Q2/early Q3 close.
Expected sale proceeds of approximately $650 million are planned for reinvestment primarily in Sunbelt markets through 1031 exchanges and share repurchases.
Management highlighted that much of the quarter’s outperformance was timing related, signaling potential normalization in forthcoming quarters.

DBS Group Holdings Ltd

D05.SI Q1 2026

Reported: 2026-05-04

Shares were essentially unchanged, rising only 0.2% after the earnings release, reflecting a balanced reaction to a cautious credit outlook and steady operational performance amid ongoing macroeconomic uncertainties.

Key takeaways

Credit provisions remain conservative with no general provision (GP) releases planned, reflecting continued caution given unresolved macro risks including inflation and geopolitical tensions.
Extensive stress testing scenarios were applied, including oil prices up to $200 and significant currency depreciation, with sufficient buffers maintained for worst-case outcomes.
Hedging strategy appears successful with net interest income benefits; over-replacement of matured hedges so far, though SGD 60 billion remains to be rolled in 2024.
Wealth management fees showed momentum in Q1 but with some April volatility due to more volatile markets; client fundamentals and bancassurance pipeline remain diversified and stable.
Management emphasized a bottom-up approach to risk assessment via direct client engagement, highlighting differentiated impacts across sectors such as airlines, oil & gas, and agriculture.

Emergent BioSolutions Inc.

EBS Q1 2026

Reported: 2026-05-04

Emergent shares rose 3.8% after the quarter, reflecting market approval of better-than-expected revenue and adjusted EBITDA results, driven by solid demand in medical countermeasures and continued naloxone leadership.

Key takeaways

Q1 revenue of $156 million exceeded the high end of guidance and internal expectations.
Adjusted EBITDA reached $36 million, with a 23% margin, driven by operational efficiency and cost controls.
Medical Countermeasures (MCM) segment performed well, supported by global demand and a $140 million multiproduct agreement with Canada.
Naloxone franchise maintains market share leadership; recent product launches (carrying case, multipack) showing early positive traction.
Continued balance sheet improvement with $110 million debt repayment in 2025 and ongoing share repurchases totaling $34 million since 2025 start.

Endeavour Mining Corporation

EDV.TO Q1 2026

Reported: 2026-05-04

Shares declined modestly by 0.5% despite solid free cash flow and balance sheet improvements, as higher operating costs and increased royalties weighed on margins, tempering investor enthusiasm.

Key takeaways

Q1 gold production was 282,000 ounces, in line with plan but down from Q4 due to planned lower grades mined in the current sequence.
All-in sustaining costs rose to $1,834/oz, slightly above guidance, primarily impacted by higher gold price-driven royalties and increased power costs.
Free cash flow reached a record $613 million, increasing 29% quarter-over-quarter, driven by elevated gold prices.
Net debt swung from $158 million to a net cash position of $405 million, providing flexibility for growth projects and shareholder returns.
The Assafou DFS supports a robust growth outlook, targeting a final investment decision by year-end, with early works and exploration acceleration underway.

Eldorado Gold Corporation

ELD.TO Q1 2026

Reported: 2026-05-04

Shares dropped 6.7% as investors reacted negatively to the higher-than-expected capital expenditures and slower ramp-up risks at Skouries, signaling concerns over margin pressure and execution risk despite progress toward production.

Key takeaways

Total project capital for Skouries increased by $155 million to $1.315 billion, driven primarily by expanded construction workforce needs to maintain momentum.
An additional $82 million in operational capital is planned to support pre-commercial mining and site works, accelerating development but raising near-term costs.
Skouries project is approximately 94% complete, with first concentrate production still expected in Q3, though concerns linger around timing and cost overruns.
MacBay integration is underway, with first concentrate production nearing and funded exploration of $17 million for 2026 reflecting confidence in long-term upside.
The process plant faces some operational challenges, including temporary fixes for damaged equipment and pending electrical approvals required before ore commissioning.

Eastman Chemical Company

EMN Q1 2026

Reported: 2026-05-04

The 5.0% stock rise reflects investor approval of volume growth and margin expansion driven by supply tightness and pricing power, particularly in Chemical Intermediates and specialty plastics amid global supply constraints.

Key takeaways

Chemical Intermediates sales volumes are growing due to improved asset availability post large cracker turnarounds and reduced imports from Asia, supporting higher margins.
Middle East supply disruptions have tightened the market, allowing Eastman to shift exports from Asia to higher-value regions like Europe.
Specialty plastics, including methanolysis-based products and rPET, continue to see strong revenue growth (~4-5%), with customers accepting price premiums despite a challenged end market.
Pricing power benefits stem from competitors facing materially higher feedstock and energy costs, particularly in Asia, and emerging supply shortages expected to drive additional volume upside later in the year.
Management notes modest end market demand conditions but highlights persistent customer willingness to pay for differentiated, sustainable products.

The Ensign Group, Inc.

ENSG Q1 2026

Reported: 2026-05-04

Shares of Ensign Group fell 2.5% after earnings, reflecting investor caution despite stable occupancy and skilled mix growth, likely due to underlying concerns about margin pressures or a cautious outlook not fully offset by volume trends.

Key takeaways

Same-store occupancy and transitioning occupancy hit new highs at 84.3% and 85.1%, respectively.
Skilled revenue and days in same-store and transitioning operations grew 9.6% and 5.1% year-over-year.
Medicare revenue increased by roughly 9.5% across same-store and transitioning operations.
Sequential growth noted in managed care and Medicare census, up 6.2% and 8.3%, respectively.
Despite operational strengths and clinical outcomes, investor reaction suggests concerns possibly around margin sustainability or cautious forward commentary, which management did not explicitly address in detail.

Five9, Inc.

FIVN Q1 2026

Reported: 2026-05-04

Investors rewarded Five9’s results with a 30.4% stock jump, reflecting subscription revenue growth and overall results coming in above guidance ranges, alongside a positive outlook on AI-driven customer experience innovation.

Key takeaways

Subscription revenue growth accelerated in Q1 2026, contributing to top- and bottom-line results exceeding the high end of the guided ranges.
EBITDA margin improved significantly over the prior year due to operational efficiency initiatives, increasing by 470 basis points from 2024 to 2025.
Management emphasized strategic shifts toward AI-enabled customer experience platforms, highlighting the increasing urgency for cloud-based CCaaS solutions integrated with AI.
Organizational changes, including the addition of a Chief Marketing and Growth Officer, aim to enhance go-to-market efficiency and drive growth.
Leadership underscored a renewed focus on accountability, transparency, and measurable progress to better align with investor expectations.

Federal Realty Investment Trust

FRT Q1 2026

Reported: 2026-05-04

Federal Realty shares rose 3.2% post-earnings, reflecting investor approval of strong leasing activity, robust capital recycling, and upward guidance for the year ahead.

Key takeaways

FFO per share grew 10.6% year-over-year to $1.88, supported by near-record leasing volumes and rates over the past 18 months.
Leasing achieved a quarterly record with over 100 leases totaling 649,000 square feet, including 13 anchor deals covering nearly 400,000 square feet.
Capital recycling remains a core focus, with $159 million in property sales at sub-5% cap rates and a $72 million acquisition at a 7% stabilized yield.
Residential development pipeline includes nearly 800 units expected to contribute $27 million in new operating income once stabilized.
Office portfolio maintains exceptionally high occupancy at 99%, with notable 100% leasing rates in key markets despite broader market softness.

Hamilton Insurance Group, Ltd.

HG Q1 2026

Reported: 2026-05-04

Hamilton’s shares dropped 8.4% after the first quarter earnings as investors reacted negatively to signs of decelerating growth and cautious outlook amid ongoing pricing pressures and selective underwriting. The modest revenue growth and intentional pullback in less attractive segments signaled constrained upside and margin risks going forward.

Key takeaways

Gross premiums written increased by 11%, but growth was measured and selective, underscoring management’s discipline in a competitive pricing environment.
Bermuda segment premiums grew 5%, driven mainly by casualty reinsurance, while property reinsurance declined due to lack of reinstatement premiums, reflecting mixed segment performance.
International segment premiums grew 20%, primarily from specialty and casualty lines, but management pulled back on property and D&F lines facing rate declines.
Attritional loss ratio remained elevated at 54.5%, with underlying underwriting discipline offsetting pricing pressures but limiting margin expansion.
Management flagged ongoing pricing pressure for midyear renewals and the impact of geopolitical risks, signaling cautious outlook and potential inflationary headwinds.

Hubbell Incorporated

HUBB Q1 2026

Reported: 2026-05-04

The stock declined 6.9% post-earnings as investors reacted negatively to a cautious outlook flagged by softness in grid automation and accelerated cost inflation, despite reported sales and profit growth. The market appears skeptical of the sustainability of the segment-level momentum amid margin pressures and incremental investments.

Key takeaways

Net sales grew 11% to $1.517 billion, led by 8% organic growth and 3% from acquisitions.
Electrical Solutions and Utility Solutions segments each achieved double-digit organic growth, partially offset by weakness in grid automation.
Adjusted operating profit rose 18%, with margins expanding 110 basis points, primarily driven by volume growth in high-margin businesses.
Cost inflation accelerated beyond previous exit rates, requiring pricing and productivity actions to offset; incremental investments and a $7 million restructuring charge impacted results.
Share repurchases totaled $168 million at attractive valuations but are expected to be neutral to earnings in 2026 due to offsetting higher interest expense.

Iberdrola, S.A.

IBE.MC Q1 2026

Reported: 2026-05-04

The stock declined 2.0% after reporting Q1 results that showed moderate EBITDA growth but were weighed down by a negative nonrecurring impact in Iberia and an unclear margin outlook, leaving investors cautious.

Key takeaways

Adjusted EBITDA increased 2.4% to EUR 4.1 billion, supported by a 9% rise in networks segment.
Power & Customers segment delivered lower contribution due to nonrecurring regulatory and ancillary costs in Iberia linked to changes in system operations following a prior blackout.
Investment totaled EUR 2.7 billion for the quarter, with significant allocations in the UK and US and over EUR 1 billion toward new renewable capacity.
Pro forma net debt stood at EUR 50.3 billion, with credit metrics consistent with BBB+ rating and liquidity sufficient for 23 months of financial needs.
Management highlighted ongoing efficiency initiatives via AI integration and expected continued growth from regulated networks and contracted generation, but stopped short of addressing margin trends or providing confident guidance revisions.

Invesco Mortgage Capital Inc.

IVR Q1 2026

Reported: 2026-05-04

Shares declined modestly by 0.9% following Q1 results as investors weighed a near 8% book value decline and a cautious outlook amid volatile market conditions, despite stable earnings and portfolio positioning.

Key takeaways

Book value per share dropped 7.9% to $8.08, driven by increased interest rate volatility, higher risk premiums on Agency RMBS, and swap spread tightening.
Economic return for the quarter was negative 3.2%, factoring in dividends of $0.12 per month.
Earnings available for distribution remained relatively stable at $0.55, down slightly from $0.56 in Q4 2025.
Leverage increased modestly to 7.5x economic debt-to-equity, reflecting lower book value and selective portfolio adjustments.
Portfolio totaled $7.3 billion, with Agency RMBS dominating; hedging covered 96% of borrowing costs using interest rate swaps and U.S. Treasury futures.

JAKKS Pacific, Inc.

JAKK Q1 2026

Reported: 2026-05-04

Shares jumped 11.9% following a quarter that showed resilient margins and solid international growth, reassuring investors despite a 6% sales decline driven by cautious U.S. retailer demand and lower North American revenues.

Key takeaways

Q1 net sales declined 6% year-over-year to $107 million, with North American revenues down 16% to $78 million, partly due to reduced low-margin closeout sales.
International sales grew 38% to $29 million, supported by strong domestic and FOB orders outside the U.S.
Gross margin held up well at 33.4%, down 100 bps from prior year, aided by new product introductions and fewer discounted sales despite increased tariffs costing $1–2 million vs <$100,000 last year.
Adjusted EBITDA swung to a loss of $371,000 from a $354,000 gain a year earlier, reflecting revenue softness despite a 4% cut in SG&A expenses.
Management continues to navigate cautious retailer sentiment amid cost pressures while investing in new product initiatives for 2027 and beyond.

Magna International Inc.

MGA Q1 2026

Reported: 2026-05-04

Magna’s shares dropped 6.5% after the quarter, reflecting investor disappointment primarily with foreign exchange-driven sales headwinds and cautious volume outlook despite margin improvements and cost mitigation efforts.

Key takeaways

Reported sales grew 3% to $10.4 billion, but excluding a favorable 5% currency impact, underlying sales declined about 2%, highlighting exposure to FX volatility.
Global light vehicle production fell 7%, with Magna-weighted production down around 5%, signaling weakening demand in the end markets.
Adjusted EBIT margin expanded 190 basis points to 5.4%, driven by operational excellence and cost discipline.
Adjusted EPS rose 77% to $1.38, reflecting margin gains and commercial recoveries related to prior EV investments, though the improvement was aided by one-time benefits.
Full-year outlook was maintained with modest sales growth over market (~1.5%) but includes removal of $350 million in low-margin sales, indicating ongoing portfolio pruning amid external uncertainties including geopolitical risks.

Merit Medical Systems, Inc.

MMSI Q1 2026

Reported: 2026-05-04

Shares dropped 9% following Merit Medical’s Q1 report, reflecting investor disappointment with the cautious outlook and updated guidance despite solid top-line growth and margin improvement.

Key takeaways

Q1 revenue rose 7% GAAP and 5% constant currency to $381.9 million, driven by 2.7% organic growth plus acquisition contributions.
Non-GAAP operating margin increased 47 basis points to a record first-quarter 19.7%.
Non-GAAP EPS grew 9%, and free cash flow increased 26% year-over-year to $25 million.
Guidance was updated to incorporate View Point Medical acquisition impacts, suggesting a more cautious outlook.
Strategic initiatives included the commercial launch of the Resilience TTS Esophageal Stent and expansion of the oncology portfolio through the $140 million View Point Medical acquisition.

Moderna, Inc.

MRNA Q1 2026

Reported: 2026-05-04

Moderna’s shares rose 3.0% following a quarter marked by solid international revenue growth and significant cost reductions, offsetting the expected impact from a large litigation settlement charge.

Key takeaways

Reported Q1 revenue of $400 million, driven primarily by international markets (80%), notably from long-term strategic partnerships with the U.K. government.
Company reiterated full-year revenue growth guidance of up to 10% for 2026, supported by strong early performance and new product approvals in the EU.
Recognized a substantial $878 million litigation settlement charge in cost of sales during the quarter, resulting in a GAAP net loss of $1.3 billion; excluding this item, net loss declined by over 50% year-over-year.
Adjusted cash costs fell 26% year-over-year to align with the target of approximately $4.2 billion for the full year, reflecting sustained cost discipline across R&D and SG&A.
Pipeline progress includes EU approvals for two new vaccines, initiation of a Phase III trial in early-stage lung cancer, and ongoing Phase II/III studies in oncology and pandemic flu vaccines.

ArcelorMittal

MT Q1 2026

Reported: 2026-05-04

Shares declined 3.2% following the quarter, reflecting investor disappointment with visible deceleration and cautious near-term visibility despite structural margin improvements. While management emphasized strategic growth and improving conditions ahead, the market reacted negatively to a lack of clear upside in current EBITDA and cautious guidance around carbon cost impacts and regional risks.

Key takeaways

Q1 EBITDA margin improved year-on-year to $131 per tonne, up $15 per tonne, representing about 50% above historical averages but still missing the stronger pricing environment expected to boost Q2.
Underlying free cash flow remained solid, running at an annualized rate above $2 billion, excluding working capital seasonality and growth investments.
Growth investments remain focused on steelmaking modernization, with key projects like the Dunkirk EAF backed by favorable policy and subsidy support, aiming for $1.8 billion incremental EBITDA from 2026 onward.
The near-term outlook is tempered by continuing energy market volatility and higher European carbon costs, partially offset by trade protections and CBAM’s early pricing effects, but the benefit is not yet reflected in reported results.
Management’s positive framing on structural progress and capital returns contrasts with cautious commentary on quarter-to-quarter operational improvements, signaling slower momentum than what investors anticipated.

MasTec, Inc.

MTZ Q1 2026

Reported: 2026-05-04

MasTec shares rose 8.0% following a first quarter that largely beat expectations across revenues, profitability, and backlog, supported by strong execution and expanding opportunities in AI-driven data centers, grid modernization, and energy infrastructure.

Key takeaways

Revenue increased 34% year-over-year to $3.829 billion, with all major segments contributing to growth.
Adjusted EBITDA rose 73% to $284 million, with margin expansion of 170 basis points compared to the prior year.
Adjusted EPS surged 174% year-over-year to $1.39.
Backlog set a new record at $20.3 billion, increasing $1.4 billion sequentially, reflecting strong book-to-bill ratios (1.4x company-wide).
Segment highlights: Telecom driven by AI and data center demand; Power Delivery up 16% revenue and 40% EBITDA growth; Clean Energy and Infrastructure revenues up 45%, EBITDA +56%, and Pipeline revenue nearly doubled with EBITDA more than tripling.

NatWest Group plc

NWG.L Q1 2026

Reported: 2026-05-04

NatWest’s shares declined 3.3% following the Q1 report as investors reacted negatively to cautious guidance amid margin pressure and a higher impairment provision driven by revised economic assumptions.

Key takeaways

Income grew 6.9% year-on-year to GBP 4.2 billion, with net interest margin up slightly to 247 basis points, though lending margin was down 2 basis points primarily due to mortgages.
Customer lending rose 6.6% to GBP 400 billion, supported by GBP 7.3 billion loan growth across Retail and Commercial segments; deposits increased 2.6% to GBP 445 billion.
Operating costs increased 4.8% to GBP 2 billion but operating leverage improved, reducing the cost-to-income ratio by 2.1 percentage points to 46.5%.
Impairment charges rose to GBP 283 million (26 basis points), including a GBP 140 million provision reflecting updated, more cautious macroeconomic scenarios with slower growth and higher inflation.
Guidance was revised with income expected at the top end of GBP 17.2–17.6 billion range, assuming Bank of England base rates remain at 3.75%, signaling a cautious outlook given the uncertain environment.

OneMain Holdings, Inc.

OMF Q1 2026

Reported: 2026-05-04

Shares dropped 6.1% following the report, reflecting investor disappointment likely driven by cautious full-year credit outlook and persistent margin pressures despite stable top-line growth and credit performance.

Key takeaways

Revenue and receivables each grew 6% year-over-year, supported by growth in personal loans, auto finance (+14% receivables), and credit card receivables (+45%).
Net charge-offs remained elevated but in line with expectations at 8.4% for C&I and 8% for consumer loans; first quarter losses are seasonally highest.
Improvement in 30- to 89-day delinquencies year-over-year, reversing last quarter’s slight increase and beating pre-pandemic averages.
Credit card business showed growth in receivables (+45%) and accounts (+40%), with improvements in yields, loss trends, and unit costs.
Continued investments in AI and product innovation aim to drive customer engagement and operational efficiencies, but cautious tone on outlook and margin pressure likely weighed on sentiment.

Roblox Corporation

RBLX Q1 2026

Reported: 2026-05-04

Roblox’s shares dropped 19.8% following earnings as investors reacted negatively to management’s cautious outlook and a downward revision in full-year guidance, driven by headwinds from implementing global age checks that have compressed engagement and slowed organic user growth.

Key takeaways

Revenue grew 39% year over year to $1.4 billion, with bookings up 43% to $1.7 billion, but both were accompanied by significant operational headwinds.
Monthly unique payers increased 52% to 31 million; however, user growth decelerated with DAUs growing 35%, down from prior quarters’ roughly 70% growth.
The global rollout of mandatory age checks to access chat reduced communication engagement and negatively impacted app store ratings and organic sign-ups.
The company announced a revision to its full-year guidance, citing short-term bookings headwinds resulting from safety-focused measures and reduced user acquisition.
Management emphasized the long-term strategic benefits of enhanced safety and age-based accounts but acknowledged this has created near-term drag on growth and monetization trends.

Sirius XM Holdings Inc.

SIRI Q1 2026

Reported: 2026-05-04

Shares rose modestly by 1.7% following Q1 2026 results as SiriusXM showed steady subscriber metrics and accelerating advertising revenue, though gains were insufficient to generate a stronger market response.

Key takeaways

Net self-pay subscriber losses improved by 192,000 year-over-year to negative 111,000, reflecting better retention despite a challenging auto sales environment.
Average Revenue Per User (ARPU) grew 1% year-over-year to $14.99, supported by a February price increase and improved customer satisfaction.
First quarter churn declined to a record low of 1.5%, underscoring durability in subscriber loyalty.
Advertising revenue grew 3% to nearly $407 million, driven by a 37% rise in podcast ad sales and significant growth in programmatic demand.
Cost savings efforts contributed $45 million towards a $100 million annual target, but no incremental margin expansion was highlighted.

Tanger Factory Outlet Centers, Inc.

SKT Q1 2026

Reported: 2026-05-04

Shares declined 2.1% following Tanger’s Q1 report, reflecting investor caution despite stable occupancy and FFO growth; the modest stock reaction suggests the market is digesting signs of deceleration and limited margin expansion amid ongoing operational challenges.

Key takeaways

Core FFO rose 11% year-over-year to $0.59 per share, supported by internal growth and recent acquisitions.
Occupancy increased 120 basis points to 97%, indicating solid leasing momentum and portfolio stability.
Blended rent spreads improved 10.5%, with new tenant retenanting spreads exceeding 26%, highlighting selective leasing strength.
Operating cost ratio (OCR) held steady at 9.7%, suggesting no margin expansion despite revenue growth.
Management cited ongoing strategic handling of store closures and temporary backfill measures, pointing to some underlying leasing headwinds.

Schneider National, Inc.

SNDR Q1 2026

Reported: 2026-05-04

The stock rose 3.6% as Schneider National delivered underlying revenue resilience and effective cost control despite weather-related volume headwinds and margin pressure. Investors appeared encouraged by improving pricing trends and early signs of tighter market conditions supporting freight rates.

Key takeaways

Enterprise revenues ex-fuel declined 1% year-over-year to $1.2 billion, reflecting adverse weather impacts in the first half of the quarter.
Adjusted operating income fell 21% to $35 million, with adjusted operating ratio deteriorating by 70 basis points versus Q1 2025.
Truckload segment revenues ex-fuel increased 1%, driven by higher revenue per truck per week, offsetting lower truck counts due to asset efficiency and driver scarcity.
Network segment revenues grew 4%, with revenue per truck per week up 7% year-over-year and 2% sequentially, an unusual positive momentum for Q1.
Management highlighted ongoing cost savings initiatives targeting $40 million and disciplined execution on integration synergies to offset headwinds from weather and fuel volatility.

Stryker Corporation

SYK Q1 2026

Reported: 2026-05-04

Stryker's shares declined 6.5% following earnings as the market reacted negatively to the significant impact of a late-quarter cyber incident, which disrupted revenue recognition and led to meaningful margin pressure despite stable underlying demand.

Key takeaways

Organic sales growth moderated to 2.4%, reflecting constrained revenue due to cyber-related operational disruptions late in the quarter.
Adjusted EPS declined 8.5% year-over-year to $2.60, weighed down by lost manufacturing absorption, tariffs, and higher interest expense.
The cyber incident caused shipment delays and revenue timing distortions, prompting management to withhold normal segment-level details this quarter.
Robust procedural demand and elevated capital order book signals underlying market health despite first-quarter headwinds.
The company reaffirmed full-year guidance, anticipating normalization as recovery efforts conclude.

Textron Inc.

TXT Q1 2026

Reported: 2026-05-04

Textron’s shares rose 5.5% following a first quarter report that demonstrated solid revenue growth and margin expansion across its aerospace and defense (A&D) segment, driven by robust demand and a highly increased backlog. The positive market reaction reflects investor approval of the company’s strategic announcement to pursue a separation of its Industrial segment, sharpening focus on its higher-growth A&D franchises.

Key takeaways

Q1 revenue grew 12% to $3.7 billion, with segment profit increasing 10% to $320 million, supported by strong performance in Aviation and Bell.
Adjusted EPS rose 13% year-over-year to $1.45, reflecting enhanced profitability and operational leverage.
The backlog for Textron Aviation expanded more than fourfold since 2019, reaching $8 billion at quarter-end, signaling strong future revenue visibility.
Announced plans to separate Industrial and A&D businesses, aiming for completion within 12 to 18 months to unlock shareholder value and enhance strategic focus.
New Textron (post-separation) would represent a pure-play A&D business with $12 billion in revenue, 120 basis points higher segment margin, and a $19.2 billion backlog entirely in A&D.

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