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EXPLAINED: 62 - The Real Truth

FREYR Battery Q1 Earnings Call Highlights

T1 Energy executives said the company remains on schedule to begin first cell production at its G2_Austin solar cell facility in the fourth quarter of 2026, while reporting improved first-quarter profitability at its G1_Dallas module plant. Chairman and Chief Executive Officer Dan Barcelo said the

MarketBeat

Ducommun Q1 Earnings Call Highlights

Ducommun (NYSE:DCO) reported a stronger first quarter for fiscal 2026, with management pointing to growth in both commercial aerospace and defense, improving margins and continued progress toward the company’s Vision 2027 targets. Chairman, President and CEO Steve Oswald said revenue reached a firs

MarketBeat

Amplitude CFO Touts Statsig Deal, AI Agents as Growth Engines

Amplitude (NASDAQ:AMPL) Chief Financial Officer Andrew Casey outlined the company’s platform strategy, its agreement involving Statsig assets and customers, and its push into AI-enabled product development during a Needham fireside chat hosted by senior analyst Scott Berg. Casey said Amplitude was

MarketBeat

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3D Systems Q1 Earnings Call Highlights

3D Systems (NYSE:DDD) reported a return to revenue growth in the first quarter of 2026, with management pointing to stronger demand across healthcare, dental and aerospace and defense markets, as well as early traction from newly refreshed printer platforms. President and CEO Dr. Jeffrey Graves sai

MarketBeat

BETA Technologies Q1 Earnings Call Highlights

BETA Technologies (NYSE:BETA) reported first-quarter 2026 revenue above its prior guidance range and said it is accelerating investments tied to the FAA and U.S. Department of Transportation’s eVTOL Integration Pilot Program, or eIPP, after being selected for seven of eight awards. Founder and Chie

MarketBeat

Cadre Q1 Earnings Call Highlights

Cadre (NYSE:CDRE) reported a 19% year-over-year increase in first-quarter 2026 net sales and reaffirmed its full-year outlook, with management pointing to record backlog, recent acquisitions and sustained demand across public safety and nuclear safety markets. Chairman and CEO Warren Kanders said C

MarketBeat

AtriCure Conference: New Devices, EnCompass Drive 2026 Growth Outlook

AtriCure (NASDAQ:ATRC) executives said the company’s 2026 revenue outlook is being supported by recent and upcoming product launches, continued adoption of its EnCompass ablation platform and expanding opportunities in pain management and appendage management. Speaking at a Bank of America fireside

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Aramark Q2 Earnings Call Highlights

Aramark (NYSE:ARMK) reported double-digit organic revenue growth and higher profit in its fiscal second quarter of 2026, with management pointing to strong client retention, record new business activity and a new push into services for hyperscale AI data center construction sites. CEO John Zillmer

MarketBeat

Bain Capital Specialty Finance Q1 Earnings Call Highlights

Bain Capital Specialty Finance (NYSE:BCSF) reported first-quarter net investment income that matched its regular dividend, while net income was pressured by unrealized losses tied to select portfolio companies and broader market valuation adjustments. On the company’s earnings call for the quarter

MarketBeat

Amentum Q2 Earnings Call Highlights

Amentum (NYSE:AMTM) reported what executives described as solid second-quarter fiscal 2026 results, supported by growth in key markets, strong bookings and a rebound in free cash flow. CEO John Heller said the company delivered revenue of $3.5 billion in the quarter, reflecting normalized growth of

MarketBeat

Ampco-Pittsburgh Q1 Earnings Call Highlights

Ampco-Pittsburgh (NYSE:AP) reported higher first-quarter 2026 revenue but lower adjusted EBITDA, as strength in its Air and Liquid Processing segment was offset by mix and timing issues in its forged and cast engineered products business. Chief Executive Officer Brett McBrayer said consolidated adj

MarketBeat

Ambiq Micro Q1 Earnings Call Highlights

Ambiq Micro (NYSE:AMBQ) said first-quarter 2026 results exceeded its expectations as demand for edge artificial intelligence accelerated across its customer base, with management pointing to strong product launch ramps, a new customer entering production and expanding use cases beyond wearables. Ch

MarketBeat

Navy Catalyst Ignites Odysight’s Growth Engine

Odysight.ai's landmark U.S. Navy deal and backlog signal a pivotal commercial shift, validating its predictive maintenance technology at an elite level.

MarketBeat

AdaptHealth Conference: Kaiser Deal Drives Growth, Labor Costs Dent EBITDA

AdaptHealth (NASDAQ:AHCO) told investors at a Bank of America event that first-quarter results reflected broad organic growth across its business lines, but also higher-than-expected labor costs tied to a major capitated contract transition. Bank of America analyst Joanna Gajuk opened the discussio

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Alliance Laundry Q1 Earnings Call Highlights

Alliance Laundry (NYSE:ALH) reported double-digit revenue growth in the first quarter of 2026 and raised the low end of its full-year outlook, citing broad-based demand across end markets, pricing actions and continued momentum in its digital offerings. Chief Executive Officer Michael Schoeb said t

MarketBeat

First Majestic Silver Q1 Earnings Call Highlights

First Majestic Silver (NYSE:AG) reported what Chief Executive Officer Keith Neumeyer described as an “exceptionally good” first quarter, with production ahead of the midpoint of guidance and record revenue driven by higher realized silver prices and stronger margins. On the company’s quarterly conf

MarketBeat

Adecoagro Q1 Earnings Call Highlights

Adecoagro (NYSE:AGRO) reported a sharp increase in first-quarter 2026 adjusted EBITDA as the company presented its first quarterly results under a new three-segment structure following the acquisition of a controlling stake in Profertil. Chief Executive Officer Mariano Bosch said the quarter reflec

MarketBeat

AECOM Q2 Earnings Call Highlights

AECOM (NYSE:ACM) raised its full-year profit outlook after reporting record second-quarter backlog and stronger margins, with management pointing to demand across transportation, water, energy, defense and high-tech infrastructure despite uncertainty in the Middle East. On the company’s second-quar

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Zebra Technologies Q1 Earnings Call Highlights

Zebra Technologies (NASDAQ:ZBRA) reported stronger-than-expected first-quarter results and raised its full-year outlook, citing broad demand across regions and end markets, momentum in manufacturing and Machine Vision, and confidence in its ability to manage memory supply constraints. Chief Executi

MarketBeat

Etalon Group Q3 Earnings Call Highlights

Eutelsat Group reported modest growth in fiscal third-quarter revenue and reaffirmed its full-year objectives, as strength in connectivity services offset continued pressure in its video business. Chief Financial Officer Sebastien Rouge said operating verticals revenue for the third quarter of fisc

MarketBeat

AST SpaceMobile Plummets on Galactic Q1 Miss: Can Vertical Integration Save the SpaceX Rival?

AST SpaceMobile shares fell 12% in after-hours trading following the company’s Q1 double-miss despite its $3.5 billion cash buffer and 95% vertical integration.

MarketBeat

Axon Surged After Earnings and Is Still Down Over 50% From Highs

Law enforcement stalwart Axon keeps winning with its earnings reports, but the stock remains deeply depressed from highs as AI becomes a growth driver.

MarketBeat

Veritone Q1 Earnings Call Highlights

Veritone (NASDAQ:VERI) reported lower first-quarter revenue but reaffirmed its full-year 2026 outlook, citing growing demand for its AI training data services, public sector software and recently expanded relationships with major technology companies. On the company’s first-quarter earnings call, P

MarketBeat

Millicom International Cellular Q1 Earnings Call Highlights

Millicom International Cellular (NASDAQ:TIGO) reported what management described as a solid start to 2026, with first-quarter revenue and cash flow boosted by recent acquisitions and continued growth in its core mobile business. On the company’s earnings call, CEO Marcelo Benitez said Millicom deli

MarketBeat

Wise Lays Out Post-Nasdaq Growth Plan, Targets Banks With Payments Platform

Wise (LON:WISE) executives used an investor presentation in New York to outline the company’s growth strategy following its Nasdaq listing, emphasizing its cross-border payments infrastructure, expanding product suite and medium-term financial targets. Founder and CEO Kristo Käärmann said Wise was

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