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UNCOVERED: 23 - The Untold Story

MetalNRG AGM Highlights London Listing Boost and Record 2026 EBITDA Outlook

Metlen (LON:MTLN) told shareholders at its annual general meeting in Athens that 2025 marked both a continuation of its growth trajectory and the start of a new phase following its London Stock Exchange listing. Executive Chairman Vangelis Mytilineos said the meeting was the company’s first AGM as

MarketBeat

Great Portland Estates H2 Earnings Call Highlights

Great Portland Estates (LON:GPE) said it delivered a year of record leasing, rising earnings and higher asset values, while management emphasized that the central London landlord has flexibility to keep investing, sell assets or return capital to shareholders depending on market conditions. Chief E

MarketBeat

BT Group H2 Earnings Call Highlights

BT Group (LON:BT.A) said it met its financial guidance for the year ended March 31, 2026, as record fiber deployment and connections at Openreach helped offset pressure from equipment sales, legacy voice declines and weakness in its international operations. Chief Executive Allison Kirkby said the

MarketBeat

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TJX Companies Fires on All Cylinders With 9% Revenue Growth

TJX Companies fires on all cylinders, driving growth across its network, including cash flow and profits, enabling a healthy and growing capital return.

MarketBeat

Topps Tiles H1 Earnings Call Highlights

Topps Tiles (LON:TPT) reported broadly flat first-half revenue on a pro forma basis but said stronger gross margins and cost-saving initiatives supported a rise in operating profit, as the tile retailer works toward its “Mission 365” growth plan. Chief Executive Alex Jensen said the company had mad

MarketBeat

Intermediate Capital Group H2 Earnings Call Highlights

Intermediate Capital Group (LON:ICG) reported stronger full-year results for the 12 months ended March 31, 2026, with management pointing to above-target fundraising, growth in fee-earning assets under management and record group operating cash flow. Chris Hunt, managing director and head of invest

MarketBeat

Tharisa H1 Earnings Call Highlights

Tharisa (LON:THS) reported sharply higher first-half earnings and cash generation, supported by stronger platinum group metals prices and stable chrome production, while management said it continues to fund underground development in South Africa and advance the Karo Platinum project in Zimbabwe. C

MarketBeat

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Investec Group H2 Earnings Call Highlights

Investec Group (LON:INVP) reported resilient annual results despite what Chief Executive Officer Fani Titi described as a “very challenged environment” shaped by geopolitical uncertainty, market volatility and rapid technological change. Titi said the group’s conservative positioning on capital and

MarketBeat

Tate & Lyle H2 Earnings Call Highlights

Tate & Lyle (LON:TATE) said its full-year results were in line with revised guidance, as muted market demand and regional weakness offset progress from the integration of CP Kelco and ongoing productivity efforts. Opening the results presentation for the year ended March 31, 2026, Nick said the

MarketBeat

Auto Trader Group H2 Earnings Call Highlights

Auto Trader Group (LON:AUTO) reported higher full-year revenue, operating profit and earnings per share for the year ended March 31, 2026, despite what management described as tougher-than-expected trading conditions for U.K. car retailers. Nathan, who led the presentation, said the company had ant

MarketBeat

The Sage Group H1 Earnings Call Highlights

The Sage Group (LON:SGE) reported what Chief Executive Officer Steve Hare called an “excellent first half” of fiscal 2026, citing broad-based double-digit revenue growth, margin expansion and accelerating annualized recurring revenue as the business continued to invest in artificial intelligence acr

MarketBeat

Mitchells & Butlers H1 Earnings Call Highlights

Mitchells & Butlers (LON:MAB) said first-half trading remained ahead of the wider market, with management pointing to resilient sales, cost controls and balance sheet progress despite weaker second-quarter momentum and significant inflationary pressures. Chief Executive Officer Phil Urban said

MarketBeat

LondonMetric Property H2 Earnings Call Highlights

LondonMetric Property (LON:LMP) reported higher full-year earnings, rental income and dividends, with management pointing to acquisitions, asset management activity and refinancing as key drivers of the results. Andrew, speaking for LondonMetric, said the company had continued its “triple net incom

MarketBeat

Smiths Group Q3 Earnings Call Highlights

Smiths Group (LON:SMIN) lowered its full-year organic revenue growth outlook after Middle East-related disruption weighed on its John Crane business in the third quarter, Chief Financial Officer Julian Fagge said on the company’s Q3 2026 trading update call. Fagge said Smiths’ organic revenue was f

MarketBeat

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AJ Bell H1 Earnings Call Highlights

AJ Bell (LON:AJB) reported record first-half customer growth and net inflows in its 2026 interim results, with management saying the investment platform performed strongly despite political uncertainty in the U.K. and heightened market volatility linked to the tariff war. The company said platform

MarketBeat

easyJet H1 Earnings Call Highlights

easyJet (LON:EZJ) said its first-half performance for the period ended March 31, 2026, was in line with expectations and consistent with its April trading statement, while management emphasized that the airline is managing near-term geopolitical and fuel volatility from what it described as a strong

MarketBeat

Compass Pathways Eyes Q4 FDA Filing for Psilocybin Depression Drug After Phase 3 Wins

Compass Pathways (NASDAQ:CMPS) executives said the company remains on track to target a fourth-quarter New Drug Application filing for COMP360, its synthetic psilocybin treatment candidate for treatment-resistant depression, while preparing commercially for a potentially accelerated regulatory timel

MarketBeat

Climb Bio Teases Key Budoprutug, CLYM116 Readouts at BioConnect

Climb Bio (NASDAQ:CLYM) outlined its clinical development strategy and upcoming data readouts during a fireside chat at H.C. Wainwright’s BioConnect Conference, with management emphasizing two biologic drug programs aimed at immune-mediated diseases, including nephrology and hematology indications.

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MarketBeat

Charter Communications Eyes Cash Flow Lift as Network Upgrades, Cox Deal Advance

Charter Communications (NASDAQ:CHTR) Chief Financial Officer Jessica Fischer said the company’s top priority remains growing its connectivity business while it works through major investment initiatives, prepares for the integration of Cox assets and seeks to improve free cash flow as capital spendi

MarketBeat

Check Point Software Technologies Eyes Firewall Rebound After Sales Overhaul

Check Point Software Technologies (NASDAQ:CHKP) executives said the company has moved past the most disruptive phase of a broad go-to-market reorganization and expects its firewall product business to return to growth later this year, according to remarks at a JPMorgan software event. The discussio

MarketBeat

CG Oncology Touts Bladder Cancer Data, Q4 Filing Plans at RBC Conference

CG Oncology (NASDAQ:CGON) executives used an RBC Capital Markets fireside chat to outline recent clinical data for cretostimogene, the company’s investigational therapy for non-muscle invasive bladder cancer, and to discuss upcoming regulatory, manufacturing and commercial milestones. The discussio

MarketBeat

CDW Touts AI Factory Demand, Recurring Revenue Push at JPMorgan Conference

CDW (NASDAQ:CDW) executives said customers are moving beyond artificial intelligence experimentation and are increasingly asking for help deploying AI “safely, economically, and at scale,” during a JPMorgan fireside chat featuring Chair and CEO Christine Leahy and CFO Albert Miralles. Leahy said th

MarketBeat

AEVEX Q1 Earnings Call Highlights

AEVEX (NYSE:AVEX) reported sharply higher first-quarter revenue and profitability in its first earnings call as a public company, citing strong execution on a large unmanned aerial systems program and rising demand for autonomous defense platforms. Chief Executive Officer Roger Wells said the compa

MarketBeat

Urban Outfitters Q1 Earnings Call Highlights

Urban Outfitters (NASDAQ:URBN) reported record first-quarter fiscal 2027 sales and earnings, with management pointing to broad strength across its retail brands, continued growth at Nuuly and a strong wholesale performance. Chief Executive Officer Dick Hayne said net sales rose 11% to $1.5 billion

MarketBeat

StepStone Group Q4 Earnings Call Highlights

StepStone Group (NASDAQ:STEP) reported record fee-related earnings and fundraising in its fiscal fourth quarter 2026, even as GAAP results were weighed down by accounting related to its StepStone Private Wealth profits interests. The private markets investment firm reported a GAAP net loss attribut

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