Consensus Cloud Solutions (NASDAQ:CCSI) reported first-quarter 2026 results that management said marked a continued shift toward faster-growing corporate revenue, while maintaining profitability and strong free cash flow. Management highlights corporate momentum and improving consolidated growth CEO Scott Turicchi said the company entered 2026 with “momentum” and delivered results that exceeded internal expectations in both corporate […]

ATN International (NASDAQ:ATNI) executives said the company began 2026 with improved performance across both its U.S. and international operations, posting year-over-year gains in revenue, operating income, and Adjusted EBITDA, while reiterating its full-year outlook and providing updates on a planned tower portfolio sale. New CEO outlines early priorities and capital allocation focus Michele Satrowsky, Senior […]

Huntington Ingalls Industries (NYSE:HII) reported first-quarter 2026 sales of $3.1 billion and diluted earnings per share of $3.79, as the company pointed to higher shipbuilding volumes and continued demand across its portfolio. Segment results showed year-over-year revenue growth in all three divisions, while operating margins declined from the prior-year period. First-quarter results and contract activity […]

Bright Horizons Family Solutions (NYSE:BFAM) reported first-quarter 2026 results that management described as a “positive start” to the year, with revenue up 7% and adjusted earnings slightly ahead of the company’s expectations. On the company’s earnings call, executives pointed to double-digit growth in Back-Up Care, margin expansion in the Full Service child care segment, and […]

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported a first-quarter 2026 performance that management said significantly exceeded its internal forecast, driven by strength across several product lines and supported by what CEO Eric DeMarco described as an expanding U.S. and global defense market. First-quarter results beat expectations Executive Vice President and CFO Deanna Lund said first-quarter […]

Logitech International (NASDAQ:LOGI) executives highlighted market share gains, margin expansion, and more than $1 billion in operating cash flow as the company closed fiscal year 2026, while signaling increased investment in research and marketing as artificial intelligence reshapes product development and go-to-market strategies. Fiscal 2026 results: growth, profitability, and cash generation CEO Hanneke Faber said […]

Cogent Communications (NASDAQ:CCOI) used its first-quarter 2026 earnings call to highlight progress on monetizing former Sprint assets, refinancing plans for upcoming debt maturities, and continued growth in its on-net and wavelength businesses, while noting that consolidated revenue still faces headwinds from ongoing declines in the acquired Sprint customer base. Data center monetization efforts Chairman and […]

Intercontinental Exchange (NYSE:ICE) reported what executives called the strongest quarter in the company’s history, driven by record activity in its derivatives markets, continued growth in data and network technology, and improving performance in its Mortgage Technology business. Record first-quarter results and shareholder returns Chief Financial Officer Warren Gardiner said first-quarter 2026 adjusted earnings per share […]

Wabash National (NYSE:WNC) reported first-quarter 2026 results that came in below its prior expectations, as uneven order patterns and continued market caution weighed on volumes. Management nevertheless reiterated its view that the first quarter marked the low point of the year and guided to sequential improvement beginning in the second quarter, pointing to improving industry […]

LyondellBasell Industries (NYSE:LYB) reported first-quarter results that reflected a sharp improvement in petrochemical market conditions late in the quarter, while management emphasized that the ongoing Middle East conflict has “materially disrupted global energy and petrochemicals markets” and is expected to have long-lasting effects on supply, logistics, and pricing. Chief Executive Officer Peter Vanacker said the […]

Badger Infrastructure Solutions (TSE:BDGI) reported record first-quarter 2026 revenue and posted double-digit gains in adjusted EBITDA and adjusted earnings as management pointed to robust customer activity heading into the construction season and continued demand across its end markets. Record revenue and continued growth investments President and CEO Rob Blackadar said the company delivered “another strong […]

Foraco International (TSE:FAR) reported higher first-quarter revenue as activity ramped up across most regions, while profitability held steady amid mobilization and start-up costs tied to new contracts. Quarterly results show growth despite seasonal headwinds Chief Executive Officer Tim Bremner reminded listeners that the first quarter is “traditionally one of our weaker periods due to seasonality […]

WESCO International (NYSE:WCC) reported what executives called an “exceptional start” to fiscal 2026, driven by accelerating demand across end markets—most notably data centers—alongside margin expansion and strong cash generation. First-quarter results topped expectations Chairman, President and CEO John Engel said first-quarter sales, backlog, operating margin, adjusted EPS and free cash flow all rose from the […]

American International Group (NYSE:AIG) executives highlighted what Chairman and CEO Peter Zaffino described as an “exceptional” start to 2026, pointing to strong underwriting results, double-digit premium growth in General Insurance, improved expense performance, and continued capital returns as key themes on the company’s first-quarter earnings call. First-quarter performance and underwriting results Zaffino said the quarter […]

Western Digital (NASDAQ:WDC) executives highlighted strong fiscal third-quarter results and an upbeat near-term outlook as demand for high-capacity hard disk drives (HDDs) benefits from rising AI-related data generation and an improved pricing environment. On the company’s earnings call, CEO Irving Tan said the company entered calendar 2026 with “great execution,” citing broad-based sequential and year-over-year […]

Enova International (NYSE:ENVA) reported first-quarter 2026 results that management said reflected strong origination growth, stable-to-improving credit performance, and continued operating leverage, while also raising its outlook for the year. The quarter ended March 31, 2026. Originations and portfolio growth drove record revenue Chief Executive Officer Steve Cunningham said Enova’s first quarter “marked a great start […]