ACCO Brands press release ( ACCO ): Q1 Non-GAAP EPS of $0.02 beats by $0.07 . Revenue of $344M (+8.4% Y/Y) beats by $24.07M . For the full year, the Company continues to expect reported sales to be in the range of flat to up 3.0%. This range anticipates the potential softening in customer demand reflecting the recent macroeconomic uncertainties. Full year adjusted EPS is expected to be within the ...
ACCO Brands press release ( ACCO ): Q1 Non-GAAP EPS of $0.02 beats by $0.07 . Revenue of $344M (+8.4% Y/Y) beats by $24.07M . For the full year, the Company continues to expect reported sales to be in the range of flat to up 3.0%. This range anticipates the potential softening in customer demand reflecting the recent macroeconomic uncertainties. Full year adjusted EPS is expected to be within the range of $0.84 to $0.89. The Company expects 2026 free cash flow to be within the range of $75 million to $85 million, with a consolidated leverage ratio within a range of 3.7x to 3.9x. In the second quarter, the Company expects reported sales to be in the range of up 1.0% to 4.0%, with a reduced foreign exchange impact. Adjusted EPS is projected to be within a range of $0.24 to $0.28. More on ACCO Brands ACCO Brands Corporation (ACCO) Q4 2025 Earnings Call Transcript ACCO Brands Corporation 2025 Q4 - Results - Earnings Call Presentation ACCO Brands: We Need To See Stabilization Before Optimism Is Warranted ACCO Brands Q1 2026 Earnings Preview Acco Brands outlines 2026 sales growth of up to 3% and $0.84–$0.89 EPS amid technology pivot and EPOS integration
LPL Financial Holdings press release ( LPLA ): Q1 Non-GAAP EPS of $5.60 beats by $0.13 . Revenue of $4.94B (+34.6% Y/Y) misses by $60M . Total client assets increased 30% year-over-year to $2.3 trillion Advisory assets increased 42% year-over-year to $1.4 trillion Advisory assets as a percentage of total client assets increased to 59.5%, up from 54.5% a year ago Total organic net new assets were $...
LPL Financial Holdings press release ( LPLA ): Q1 Non-GAAP EPS of $5.60 beats by $0.13 . Revenue of $4.94B (+34.6% Y/Y) misses by $60M . Total client assets increased 30% year-over-year to $2.3 trillion Advisory assets increased 42% year-over-year to $1.4 trillion Advisory assets as a percentage of total client assets increased to 59.5%, up from 54.5% a year ago Total organic net new assets were $21 billion, representing 4% annualized growth Recruited assets(1) were $17 billion, down 55% from a year ago Recruited assets over the trailing twelve months were $83 billion Shares -1% . More on LPL Financial Holdings LPL Financial: AI Selloff Is Your Opportunity LPL Financial: Shifting Gear Into Neutral This Time, As Overvaluation Overshadows Growth (Downgrade) LPL Financial Holdings Q1 2026 Earnings Preview Wealth management and tax prep stocks sink as Altruist launches new AI tool Seeking Alpha’s Quant Rating on LPL Financial Holdings
Tiptree press release ( TIPT ): Q1 GAAP EPS of $0.34 Returned capital to shareholders through approximately $5.0 million of share repurchases during the first quarter, at an average price of $16.13 per share. Declared a dividend of $0.06 per share to stockholders of record on May 18, 2026 with a payment date of May 26, 2026. On September 26, 2025, the Company agreed to sell Fortegra for $1.65 bill...
Tiptree press release ( TIPT ): Q1 GAAP EPS of $0.34 Returned capital to shareholders through approximately $5.0 million of share repurchases during the first quarter, at an average price of $16.13 per share. Declared a dividend of $0.06 per share to stockholders of record on May 18, 2026 with a payment date of May 26, 2026. On September 26, 2025, the Company agreed to sell Fortegra for $1.65 billion, with $1.12 billion estimated gross proceeds to Tiptree pending regulatory approvals. Anticipated closing of the Fortegra transaction remains mid-2026. More on Tiptree Tiptree: Annoying Sell-Off But Value Unaffected Dividend scorecard for Tiptree Financial information for Tiptree
gustavofrazao/iStock via Getty Images A group, including Ares Management ( ARES ), lent ~$800M in a private credit deal to finance Apollo Global Management's ( APO ) investment in the GoodLife Group, a chain of health clubs in Canada, according to a media report on Thursday. JPMorgan Chase ( JPM ) and Antares Capital were also in the group of lenders, Bloomberg News reported, citing people familia...
gustavofrazao/iStock via Getty Images A group, including Ares Management ( ARES ), lent ~$800M in a private credit deal to finance Apollo Global Management's ( APO ) investment in the GoodLife Group, a chain of health clubs in Canada, according to a media report on Thursday. JPMorgan Chase ( JPM ) and Antares Capital were also in the group of lenders, Bloomberg News reported, citing people familiar with the matter. The financing consisted of a $675M first-lien term loan and a $125M revolver, they said. The transaction was the first institutional investment in GoodLife, which was founded in 1979 by David Patchell-Evans. It bills itself as Canada's largest fitness operator, spanning 400 clubs across the nation. Apollo ( APO ) and GoodLife announced the investment in February. More on Ares Management Corporation, Apollo Global Management, etc. Apollo Global: I'm Downgrading To Buy Ahead Of A Tougher Q1 Apollo Global Management, Inc. (APO) M&A Call Transcript JPMorgan Preferreds Pair Trade Idea Ares Management Corporation Q1 2026 Earnings Preview Apollo, Blackstone and KKR in race for Shell’s LNG Canada stake: Reuters
Peoples Financial Services press release ( PFIS ): Q1 Non-GAAP EPS of $1.43. Revenue of $49.76M. More on Peoples Financial Services Peoples Financial Services Isn't Ready For A Downgrade Just Yet Small-cap financial stocks split on quant ratings ahead of Q1 earnings Seeking Alpha’s Quant Rating on Peoples Financial Services Historical earnings data for Peoples Financial Services Dividend scorecard...
Peoples Financial Services press release ( PFIS ): Q1 Non-GAAP EPS of $1.43. Revenue of $49.76M. More on Peoples Financial Services Peoples Financial Services Isn't Ready For A Downgrade Just Yet Small-cap financial stocks split on quant ratings ahead of Q1 earnings Seeking Alpha’s Quant Rating on Peoples Financial Services Historical earnings data for Peoples Financial Services Dividend scorecard for Peoples Financial Services
Earnings Call Insights: Merck & Co., Inc. (MRK) Q1 2026 Management View "We delivered year-over-year growth with revenue of $16.3 billion, driven by continued strength in oncology, animal health and growing contributions from new products," said (Chairman, President & CEO Robert Davis). "We announced an evolution of our commercial operating structure" into a "new business unit model" and said the ...
Earnings Call Insights: Merck & Co., Inc. (MRK) Q1 2026 Management View "We delivered year-over-year growth with revenue of $16.3 billion, driven by continued strength in oncology, animal health and growing contributions from new products," said (Chairman, President & CEO Robert Davis). "We announced an evolution of our commercial operating structure" into a "new business unit model" and said the company is "confident" it can "deliver on a potential commercial opportunity of over $70 billion by the mid-2030s from these 20-plus anticipated new growth drivers alone" (Chairman, President & CEO Davis). "Our planned acquisition of Terns Pharmaceuticals" is intended to add "TERN-701" which "has multibillion-dollar commercial potential and will be a significant driver of growth in the next decade," said (Chairman, President & CEO Davis). "Last week, we announced a multiyear partnership with Google Cloud" to scale "advanced AI, data and agentic capabilities," alongside collaborations with Tempus AI and Mayo Clinic (Chairman, President & CEO Davis). "Sales of the KEYTRUDA family of products... increased 8% to $8 billion," and "GARDASIL sales were $1.1 billion, a decrease of 22%," while "WINREVAIR" delivered "global sales" of "$525 million," said (Executive VP & CFO Caroline Litchfield). Outlook "We have narrowed the range and raised the midpoint of both our full year revenue and EPS guidance," said (Executive VP & CFO Caroline Litchfield). "We now expect revenue to be between $65.8 billion and $67 billion" and "we expect EPS of $5.04 to $5.16." "This guidance does not include the impact of the proposed acquisition of Terns," and Merck expects "a onetime charge" to raise R&D expense by "approximately $5.8 billion or approximately $2.35 per share" plus an additional "approximately $0.12" EPS headwind from financing and ongoing investment this year, said (Executive VP & CFO Litchfield). Versus the prior quarter’s initial 2026 outlook, Merck raised the low end of revenue guidanc...
jaanalisette/iStock Editorial via Getty Images Twilio ( TWLO ) shares surged after releasing its first quarter 2026 financial results post-market on Thursday, which featured the company's strongest revenue growth the company has recorded since 2022. For the quarter ended March 31, the customer engagement platform reported adjusted earnings per share of $1.50 versus the consensus estimate of $1.27....
jaanalisette/iStock Editorial via Getty Images Twilio ( TWLO ) shares surged after releasing its first quarter 2026 financial results post-market on Thursday, which featured the company's strongest revenue growth the company has recorded since 2022. For the quarter ended March 31, the customer engagement platform reported adjusted earnings per share of $1.50 versus the consensus estimate of $1.27. GAAP EPS was $0.57 compared to the $0.38 estimate. Revenue for the first quarter increased 20% year over year to $1.41B, which was more than the $1.34B estimate. Looking ahead, Twilio expects second-quarter revenue ranging from $1.42B to $1.43B, which is more than the $1.39B estimate. It expects adjusted EPS to range from $1.27 to $1.32, which is roughly in line with the $1.29 estimate. "Q1 was a milestone quarter for Twilio, marked by our highest revenue and gross profit growth rates in more than three years," said Twilio CEO Khozema Shipchandler. "Twilio's performance is the result of a multi-year, companywide evolution that fundamentally transformed Twilio's innovation velocity, GTM efficiency, and financial rigor and has led us to become a foundational infrastructure layer in the era of AI." Twilio also increased its 2026 non-GAAP income from operations range to $1.08B to $1.10B compared to $1.04B to $1.06B previously. The company also raised its 2026 free cash flow range to $1.08B to $1.10B compared to $1.04B to $1.06B previously. More on Twilio Twilio: A Transition Story Caught Between Growth And Maturity Twilio's Accelerated Growth And Sticky Ecosystem Remains Compelling Twilio: I'm Sidelined Despite The 69% Incremental Margins Twilio Non-GAAP EPS of $1.50 beats by $0.23, revenue of $1.41B beats by $70M Twilio Q1 2026 Earnings Preview: Cautious views ahead of results
Earnings Call Insights: XPO, Inc. (XPO) Q1 2026 Management View "This morning, we reported record first quarter earnings with strong momentum across the business." (CEO & Chairman of the Board Mario Harik) "Company-wide, we delivered adjusted EBITDA of $319 million, up 15% year-over-year, and our adjusted diluted EPS was $1.01, up 38%." "In North American LTL, we increased adjusted operating incom...
Earnings Call Insights: XPO, Inc. (XPO) Q1 2026 Management View "This morning, we reported record first quarter earnings with strong momentum across the business." (CEO & Chairman of the Board Mario Harik) "Company-wide, we delivered adjusted EBITDA of $319 million, up 15% year-over-year, and our adjusted diluted EPS was $1.01, up 38%." "In North American LTL, we increased adjusted operating income by 20%, and we delivered an adjusted operating ratio of 83.9%." (CEO & Chairman of the Board Harik) "That's an improvement of 200 basis points year-over-year, which is also well ahead of normal seasonality." "In the first quarter, we reduced our damage claims ratio below 0.2% with damages at a record low." (CEO & Chairman of the Board Harik) "We've developed new AI-driven technology that addresses damages by improving how we load our trailers." "We continue to operate with more than 30% excess door capacity." (CEO & Chairman of the Board Harik) "We've manufactured more than 20,000 trailers since the start of the freight down cycle." "We have a clear line of sight to achieving an LTL operating ratio in the 70s." (CEO & Chairman of the Board Harik) "We also see a significant opportunity to further compound earnings as we expect to generate billions of dollars of cumulative free cash flow in the coming years, accelerating share repurchases and debt reduction." "For the first quarter, total company revenue was $2.1 billion, an increase of 7% year-over-year." (Chief Financial Officer Kyle Wismans) "Returning to the company as a whole, we reported operating income of $174 million for the quarter, up 15% year-over-year." "Shipments per day increased 3% year-over-year, while weight per shipment decreased 2.8%, resulting in tonnage per day turning positive by 0.1%." (Chief Strategy Officer Ali-Ahmad Faghri) "We delivered another quarter of above-market performance with yield up 4% year-over-year, excluding fuel." Outlook "We do expect another strong quarter of margin performance i...
Earnings Call Insights: Independence Realty Trust (IRT) Q1 2026 Management View "First quarter results were in line with our expectations and represented a solid start to the year" (CEO & Chairman Scott Schaeffer), alongside portfolio commentary that "average occupancy was stable at 95.2%" and that the company is shifting emphasis as "our recent strategy of prioritizing occupancy now positions us ...
Earnings Call Insights: Independence Realty Trust (IRT) Q1 2026 Management View "First quarter results were in line with our expectations and represented a solid start to the year" (CEO & Chairman Scott Schaeffer), alongside portfolio commentary that "average occupancy was stable at 95.2%" and that the company is shifting emphasis as "our recent strategy of prioritizing occupancy now positions us to prioritize rental rate growth during the upcoming leasing season." Schaeffer highlighted capital allocation actions and options, including that IRT "completed 426 units, generating an average unlevered return of 15.4%" and that the company repurchased "1.8 million of our shares at a cost of $30 million," adding repurchase totals "since the fourth quarter of last year" of "3.7 million shares" and "$60 million." "Core FFO per share for the quarter was $0.26, in line with our expectations" (President, CFO, Treasurer & Director James Sebra), who also said IRT is "affirming our full year core FFO per share range of $1.12 to $1.16" and emphasized balance sheet positioning: "no debt maturities to refinance until 2028" and "net debt to adjusted EBITDA was 6.5x at quarter end." Outlook Management reiterated full-year earnings guidance, with Sebra stating IRT is "affirming our full year core FFO per share range of $1.12 to $1.16" and adding the company is "comfortable with the major assumptions that support that range." Leasing-season positioning centered on concessions and trade-outs, with Schaeffer saying, "Concession activity has started to moderate, but is still elevated compared to historical levels," and Sebra stating, "we are seeing an improvement in concessions early in Q2 and expect them to continue trending lower during leasing season" and that "new lease trade-outs will reach breakeven this leasing season." Relative to Q4 2025, management’s guidance posture was consistent (no change to the previously established $1.12 to $1.16 core FFO per share range), while the descri...
Earnings Call Insights: Integer Holdings (ITGR) Q1 2026 Management view "This morning, we announced our first quarter financial results, which were in line with our February outlook." (CEO, President & Director Payman Khales) "Sales were up 0.5% on a reported basis versus last year" and "on an organic basis, sales grew 1.3% versus the prior year." (CEO Khales) "We also announced this morning that ...
Earnings Call Insights: Integer Holdings (ITGR) Q1 2026 Management view "This morning, we announced our first quarter financial results, which were in line with our February outlook." (CEO, President & Director Payman Khales) "Sales were up 0.5% on a reported basis versus last year" and "on an organic basis, sales grew 1.3% versus the prior year." (CEO Khales) "We also announced this morning that we were updating our 2026 outlook ranges to reflect the recent customer forecast updates and further risk adjustments we have made." (CEO Khales) "We now expect reported sales to be in the range of down 1% to 3%" and "on an organic basis, we expect sales to be flat to down 1%." (CEO Khales) "The recent customer forecast updates primarily affect the second half outlook for a few products in electrophysiology." (CEO Khales) "These reductions are not due to in-sourcing or a shift to alternative suppliers." (CEO Khales) "Before we transition to Q&A, I would like to address this morning's separate announcement that our Board has initiated a strategic review." (CEO Khales) "There is no deadline or definitive timeline set for the completion of the strategic review, and there is no assurance that the review will result in any transaction or other outcome." (CEO Khales) "First quarter sales totaled $440 million" and "adjusted earnings per share totaled $1.20, down 8% versus the same period last year." (Executive VP & CFO Diron Smith) Outlook "For the full year 2026, we now expect reported sales to be in the range of $1.805 billion to $1.835 billion." (CFO Smith) "We now expect our adjusted EBITDA to be in the range of $375 million to $399 million" and "adjusted earnings per share of between $5.83 and $6.40." (CFO Smith) "We continue to expect a 3% to 4% headwind from the 3 new products." (CEO Khales) "We now expect organic sales, excluding the 3 new products, to grow approximately 3% to 4%. This is compared to our prior outlook of 4% to 6%." (CEO Khales) Compared with the prior quar...
Earnings Call Insights: The Hanover Insurance Group (THG) Q1 2026 Management view CEO John “Jack” C. Roche said the company “achieved record first quarter performance, including operating return on equity of 20.3% and operating earnings per share of $5.25,” adding that the “all-in combined ratio improved nearly 2.5 points to 91.7%” and the “ex-CAT combined ratio improved by a similar margin to 85....
Earnings Call Insights: The Hanover Insurance Group (THG) Q1 2026 Management view CEO John “Jack” C. Roche said the company “achieved record first quarter performance, including operating return on equity of 20.3% and operating earnings per share of $5.25,” adding that the “all-in combined ratio improved nearly 2.5 points to 91.7%” and the “ex-CAT combined ratio improved by a similar margin to 85.4%.” Roche tied margin improvement to underwriting actions, saying “underlying margins across the book continued to trend favorably due in large measure to recent pricing and targeted underwriting actions,” and added, “we are encouraged by the better-than-expected impact of enhanced terms and conditions and targeted property actions.” Roche framed growth as deliberately moderated in pockets, stating, “we generated balanced net written premium growth of 3.2%” and “we are executing thoughtfully in areas where property conditions are softening,” while noting the internal plan view that “our 2026 plan assumed first quarter growth would represent the low point for the year.” CFO Jeffrey Farber said, “catastrophe losses were 6.3 points of the combined ratio,” and added, “we recognized 3.1 points of favorable prior year catastrophe development, largely from lower severity on 2025 events,” which he linked to “terms and conditions changes and other property management and risk prevention actions.” Outlook Farber reiterated the firm’s expense ratio expectation, saying, “for the full year, we continue to expect an expense ratio of 30.3% as the benefit of growth leverage skews towards the latter part of the year.” Farber provided a near-term catastrophe assumption, stating, “our second quarter cat load is expected to be 7.9%.” On growth cadence, Farber said, “we had planned for the first quarter of 2026 to be the lowest growth quarter of the year,” and Specialty President Bryan Salvatore pointed to targeted growth focus areas, saying, “management liability, surety, E&S, specialty gener...
Earnings Call Insights: Adamas Trust, Inc. (ADAM) Q1 2026 Management View "We delivered GAAP earnings per share of $0.41 and EAD of $0.29 per share, representing a 26% increase from prior quarter and well in excess of our $0.23 dividend." (CEO & Director Jason Serrano) "GAAP book value increased 4% quarter-over-quarter with adjusted book value up 1.6%." (CEO & Director Serrano) "We took advantage ...
Earnings Call Insights: Adamas Trust, Inc. (ADAM) Q1 2026 Management View "We delivered GAAP earnings per share of $0.41 and EAD of $0.29 per share, representing a 26% increase from prior quarter and well in excess of our $0.23 dividend." (CEO & Director Jason Serrano) "GAAP book value increased 4% quarter-over-quarter with adjusted book value up 1.6%." (CEO & Director Serrano) "We took advantage of the first quarter's market volatility to deploy capital steadily across our residential investment strategies, surpassing $1 billion in acquisitions." (President Nicholas Mah) "Our investment portfolio reached $10.9 billion at the end of the first quarter." (President Mah) "We are taking advantage of stable capital markets to be on pace to issue 5 BPL to 6 BPL rental securitizations this year, supported primarily by collateral originated by constructive." (President Mah) "For the first quarter, we reported GAAP net income attributable to common stockholders of $36.9 million or $0.41 per share and earnings available for distribution of $0.29 per share." (Secretary, CFO & Principal Accounting Officer Kristine Nario) "Constructive generated approximately $2.5 million profit for the quarter on a stand-alone basis." (CFO Nario) Outlook "We are highly optimistic about the year ahead." (CEO & Director Serrano) "Our priorities remain clear: EAD growth through scaling the constructive platform and our loan investment portfolio to expand reoccurring income, grow book value with disciplined investment selection and active portfolio management." (CEO & Director Serrano) "We estimate our quarterly G&A ratio to be approximately 7% to 7.5% in 2026, depending on Constructive's origination volumes." (CFO Nario) Compared with Q4’s intra-quarter update, management’s adjusted book value commentary shifted from "adjusted book value is up between 3% to 4%" (CEO & Director Serrano, Q4 2025) to "adjusted book value being up between 2% to 2.5% quarter-to-date" (CEO & Director Serrano, Q1 2026). ...
Casella Waste Systems press release ( CWST ): Q1 Non-GAAP EPS of $0.20 beats by $0.08 . Revenue of $457.3M (+9.6% Y/Y) beats by $4.9M . The Company raised guidance for fiscal year ending December 31, 2026 (“fiscal year 2026”) for the following ranges: Revenues between $2.060 billion and $2.080 billion (raised from a range of $1.970 billion to $1.990 billion); Adjusted EBITDA between $473 million a...
Casella Waste Systems press release ( CWST ): Q1 Non-GAAP EPS of $0.20 beats by $0.08 . Revenue of $457.3M (+9.6% Y/Y) beats by $4.9M . The Company raised guidance for fiscal year ending December 31, 2026 (“fiscal year 2026”) for the following ranges: Revenues between $2.060 billion and $2.080 billion (raised from a range of $1.970 billion to $1.990 billion); Adjusted EBITDA between $473 million and $483 million (raised from a range of $455 million to $465 million); and Adjusted Free Cash Flow between $200 million and $210 million (raised from a range of $195 million to $205 million). Net income between $4 and $10 million (lowered from a range of $16 million to $22 million). Net cash provided by operating activities between $370 million and $380 million. More on Casella Waste Systems Casella Waste Systems, Inc. (CWST) Presents at 12th Annual Waste & Environmental Services Symposium - Slideshow Casella Waste Systems, Inc. (CWST) Presents at JPMorgan Industrials Conference 2026 Transcript Casella Waste Systems, Inc. (CWST) Presents at JPMorgan Industrials Conference 2026 - Slideshow Casella Waste Systems Q1 2026 Earnings Preview Quant snapshot: AXT, Chevron lead top-rated names as CBIZ, Grid Dynamics lag
Summit Therapeutics press release ( SMMT ): Q1 GAAP EPS of -$0.24 beats by $0.04 . Aggregate cash and cash equivalents and short-term investments were $598.7 million and $713.4 million at March 31, 2026 and December 31, 2025, respectively. More on Summit Therapeutics Summit Therapeutics: It Still Feels Like The Market Got Ahead Of Itself Summit Therapeutics Inc. (SMMT) Presents at The Citizens Lif...
Summit Therapeutics press release ( SMMT ): Q1 GAAP EPS of -$0.24 beats by $0.04 . Aggregate cash and cash equivalents and short-term investments were $598.7 million and $713.4 million at March 31, 2026 and December 31, 2025, respectively. More on Summit Therapeutics Summit Therapeutics: It Still Feels Like The Market Got Ahead Of Itself Summit Therapeutics Inc. (SMMT) Presents at The Citizens Life Sciences Conference 2026 Transcript Summit Therapeutics Inc. (SMMT) Presents at TD Cowen 46th Annual Health Care Conference Transcript Highest and lowest quant-rated healthcare stocks above $10B cap after earnings season Summit Therapeutics plans interim PFS analysis for HARMONi-3 squamous cohort in Q2 2026 as clinical pipeline expands
More on Apple Apple: Tim Cook Exits At The Top Apple: A New Boss And A New And Higher Dividend (Rating Upgrade) Wall Street Brunch: Five Of The Mag 7 Ride Into Earnings Town Apple slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback Apple raises dividend by 3.8% to $0.27, announces $100B buyback
More on Apple Apple: Tim Cook Exits At The Top Apple: A New Boss And A New And Higher Dividend (Rating Upgrade) Wall Street Brunch: Five Of The Mag 7 Ride Into Earnings Town Apple slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback Apple raises dividend by 3.8% to $0.27, announces $100B buyback
Allegiant Travel Company press release ( ALGT ): Q1 Non-GAAP EPS of $3.77 beats by $0.28 . Revenue of $732.4M (+4.8% Y/Y) beats by $15.99M . The below guidance is for Allegiant on a stand-alone basis and excludes any contribution from our planned acquisition of Sun Country Second quarter 2026 guidance System ASMs - year-over-year change (~6.5%) Scheduled service ASMs - year-over-year change (~6.5%...
Allegiant Travel Company press release ( ALGT ): Q1 Non-GAAP EPS of $3.77 beats by $0.28 . Revenue of $732.4M (+4.8% Y/Y) beats by $15.99M . The below guidance is for Allegiant on a stand-alone basis and excludes any contribution from our planned acquisition of Sun Country Second quarter 2026 guidance System ASMs - year-over-year change (~6.5%) Scheduled service ASMs - year-over-year change (~6.5%) Fuel cost per gallon $ 4.35 Adjusted operating margin (1) 0.0% - 2.0% Interest expense (2) (millions) ~$35 Capitalized interest (2) (millions) (~$6) Interest income (millions) ~$7 Adjusted earnings per share (1) ($1.00) - ($0.00) Full-year CAPEX Aircraft-related capital expenditures (3) (millions) $570 to $590 Capitalized deferred heavy maintenance (millions) $80 to $90 Other capital expenditures (millions) $80 to $90 Recurring principal payments (4) (millions) (full year) $135 to $145 Click to enlarge More on Allegiant Travel Company Allegiant: Airline Stocks Rise Amid US-Iran Conflict Optimism, But Challenges Remain (Rating Upgrade) Allegiant Travel: Cost Discipline DNA Returns, Sun Country Airlines' Upside Allegiant Travel Company 2025 Q4 - Results - Earnings Call Presentation Allegiant Travel Company Q1 2026 Earnings Preview Allegiant Travel Company, Sun Country Airlines win DOT approval for merger step
Apple (AAPL) reported second quarter results on Thursday after the closing bell. Adjusted earnings per share (EPS) came in at $2.01 (compared to analyst estimates of $1.96), and revenue came in at $111.2 billion (compared to analyst estimates of $109.66 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.
Apple (AAPL) reported second quarter results on Thursday after the closing bell. Adjusted earnings per share (EPS) came in at $2.01 (compared to analyst estimates of $1.96), and revenue came in at $111.2 billion (compared to analyst estimates of $109.66 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.
IMAX press release ( IMAX ): Q1 Non-GAAP EPS of $0.17 beats by $0.02 . Revenue of $81.4M (-6.1% Y/Y) beats by $1.5M . IMAX reaffirms 2026 full-year guidance, including $1.4 billion in global box office – driven by a strong, diverse upcoming slate including Christopher Nolan’s The Odyssey, Dune: Part Three, The Mandalorian and Grogu, and Narnia among at least 14 Filmed For IMAX releases More on IMA...
IMAX press release ( IMAX ): Q1 Non-GAAP EPS of $0.17 beats by $0.02 . Revenue of $81.4M (-6.1% Y/Y) beats by $1.5M . IMAX reaffirms 2026 full-year guidance, including $1.4 billion in global box office – driven by a strong, diverse upcoming slate including Christopher Nolan’s The Odyssey, Dune: Part Three, The Mandalorian and Grogu, and Narnia among at least 14 Filmed For IMAX releases More on IMAX IMAX Corporation: A Blockbuster Year That Might Be Hard To Top IMAX Corporation (IMAX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript IMAX Corporation 2025 Q4 - Results - Earnings Call Presentation Disney puzzles analysts with 'Avengers:Doomsday' IMAX snub Disney debuts Infinity Vision to rival IMAX -- report
Rising Venezuelan Oil Exports Help Insulate The US From Energy Crisis If the primary purpose behind the Trump Administration's snatch-and-grab operation against the illegitimate president of Venezuela, Nicolás Maduro, was not readily apparent in January, it should be crystal clear today. Under Maduro, around 75% of the country's energy exports were going to China. This year, the US will be receivi...
Rising Venezuelan Oil Exports Help Insulate The US From Energy Crisis If the primary purpose behind the Trump Administration's snatch-and-grab operation against the illegitimate president of Venezuela, Nicolás Maduro, was not readily apparent in January, it should be crystal clear today. Under Maduro, around 75% of the country's energy exports were going to China. This year, the US will be receiving around 50% of the oil supply while China's share is reduced to 10%. The stunning shift in the direction of oil shipments is helping to insulate the US from shortages caused by the war in Iran and the closure of the Strait of Hormuz. Likely, this was part of the plan from the very beginning. However, the real benefits of the new relationship with Venezuela will not be readily apparent until the end of this year. Prices at the gas pump for Americans are high since the start of the war with an average of $4.30 per gallon, but decidedly tame compared to most of Europe. The UK is currently at $8 per gallon and Germany at $9.30 per gallon. A portion of these crushing prices is owed to Europe's abusive energy taxation model and carbon agenda, but another big factor is Europe's lack of strategic energy independence (except for Norway). The US has positioned to avoid a similar fate. Oil export analysts and industry insiders suggest that without the regime change in Venezuela as well as a handful of other policy actions, gas prices in America would be much higher than they are now. This does not protect the US from the interdependency of global markets (or market speculation), but in real terms, there is no threat of supply shortages. In 2024-2025, only 500,000 barrels of oil per day were shipped to the US from the Strait of Hormuz (around 7% of total exports). This deficit is now being met by Venezuelan production and there's more on the way. Currently the only American oil company operating in Venezuela, Chevron is bringing in tankers filled with 400,000 barrels of oil to its Pa...
Brazil’s Congress on Thursday overturned President Luiz Inacio Lula da Silva’s veto of a law dramatically reducing the prison sentence of his arch-rival Jair Bolsonaro, the second major defeat for Lula in as many days. Former president Bolsonaro, 71, was sentenced last year to 27 years behind bars for coup plotting over his attempt to cling to power after losing the 2022 elections to Lula. The lef...
Brazil’s Congress on Thursday overturned President Luiz Inacio Lula da Silva’s veto of a law dramatically reducing the prison sentence of his arch-rival Jair Bolsonaro, the second major defeat for Lula in as many days. Former president Bolsonaro, 71, was sentenced last year to 27 years behind bars for coup plotting over his attempt to cling to power after losing the 2022 elections to Lula. The left-wing Lula had attempted to block a subsequent push by the conservative-majority Congress to reduce...
Schneider National press release ( SNDR ): Q1 Non-GAAP EPS of $0.12 beats by $0.02 . Revenue of $1.4B (flat Y/Y) misses by $20M . Full year 2026 Adjusted Diluted Earnings per Share guidance of $0.70 - $1.00 Full year 2026 Net Capital Expenditures guidance of $400 - $450 million More on Schneider National Schneider National, Inc. (SNDR) Presents at Citi's Global Industrial Tech & Mobility Conferenc...
Schneider National press release ( SNDR ): Q1 Non-GAAP EPS of $0.12 beats by $0.02 . Revenue of $1.4B (flat Y/Y) misses by $20M . Full year 2026 Adjusted Diluted Earnings per Share guidance of $0.70 - $1.00 Full year 2026 Net Capital Expenditures guidance of $400 - $450 million More on Schneider National Schneider National, Inc. (SNDR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Schneider National Q1 2026 Earnings Preview Mid-cap industrial stocks taking a hit: U-Haul, Smiths, and GXO Logistics lead sell-off Seeking Alpha’s Quant Rating on Schneider National Historical earnings data for Schneider National