What Mullen Group (MTL) Said on Its Q3 Earnings Call
Mullen Group (TSE:MTL) said its third-quarter operating performance was among its strongest to date, citing the resilience of its diversified business model, a strong balance sheet and improving returns in selected industrial markets. Management also said it remains cautious about committing capital ahead of confirmed large-scale projects in Canada and the United States. Chair and […]
What Union Pacific (UNP) Said on Its Q3 Earnings Call
Union Pacific (NYSE:UNP) reported record third-quarter financial results as freight volume growth, operating productivity and intermodal demand supported higher revenue and earnings, while elevated diesel prices remained a significant cost headwind. Net income totaled $2.1 billion, and adjusted earnings per share increased 15% year over year to $3.53, Chief Executive Officer Jim Vena said during […]
What Snap-On (SNA) Said on Its Q3 Earnings Call
Snap-On (NYSE:SNA) reported third-quarter 2026 sales of $1.18 billion, up 0.6% as reported from a year earlier, while organic sales declined 2.8% as higher activity in industrial markets was offset by weaker sales to its mobile van network and lower OEM-related program activity. Net earnings were $243.0 million, or $4.64 per diluted share, compared with […]
What Deckers Outdoor (DECK) Said on Its Q2 Earnings Call
Deckers Outdoor (NYSE:DECK) reported fiscal second-quarter revenue growth of 3.5% to $1.48 billion, as gains at its HOKA and UGG brands were partly tempered by softer U.S. direct-to-consumer demand and shipping disruptions in Europe. Diluted earnings per share totaled $2.31, including a $0.28 benefit from net refunds of IEEPA tariffs received during the quarter. Excluding […]
What Enova International (ENVA) Said on Its Q3 Earnings Call
Enova International (NYSE:ENVA) reported third-quarter results marked by continued double-digit growth in originations, receivables, revenue and adjusted earnings per share, while credit performance remained stable to improving across its consumer and small-business lending portfolios. Chief Executive Officer Steve Cunningham said consolidated originations rose 31% from a year earlier to $2.6 billion, representing the company’s 12th […]
What Wyndham Hotels & Resorts (WH) Said on Its Q3 Earnings Call
Wyndham Hotels & Resorts (NYSE:WH) reported third-quarter results marked by stronger-than-expected U.S. revenue per available room growth, higher franchise fee revenue and an increased full-year outlook for several financial measures. Chief Executive Officer Geoff Ballotti said comparable adjusted EBITDA rose 5% from a year earlier and adjusted diluted earnings per share increased 9%. U.S. RevPAR […]
What WesBanco (WSBC) Said on Its Q3 Earnings Call
WesBanco (NASDAQ:WSBC) reported third-quarter results that reflected continued loan growth, stable credit metrics and expanding activity in targeted markets, while management said elevated commercial real estate payoffs remained a constraint on reported growth. For the quarter ended Sept. 30, 2026, the bank reported GAAP net income available to common shareholders of $85 million, or $0.88 […]
What RingCentral (RNG) Said on Its Q3 Earnings Call
RingCentral (NYSE:RNG) reported third-quarter 2026 results above the high end of its guidance, citing growth in its artificial intelligence portfolio, continued customer demand and expanding operating margins. The company also said it reduced gross debt to below $1 billion ahead of schedule. Founder, Chairman and CEO Vlad Shmunis said subscription and total revenue exceeded the […]
What Bloom Energy (BE) Said on Its Q3 Earnings Call
Bloom Energy (NYSE:BE) reported record third-quarter results and raised its full-year outlook, citing accelerating demand for on-site power from data centers, commercial and industrial customers, utilities and critical infrastructure. Revenue for the third quarter of 2026 reached $1.24 billion, up 138% from a year earlier and 16% sequentially, according to Chief Financial Officer Simon Edwards. […]
What Knowles (KN) Said on Its Q3 Earnings Call
Knowles (NYSE:KN) reported third-quarter 2026 revenue of $184 million, up 20% from a year earlier and above the high end of its guidance range, as demand accelerated across its precision devices portfolio. Adjusted earnings per share were $0.38, up 15% year over year, while cash from operating activities reached $45 million. President and Chief Executive […]
What Enterprise Financial Services (EFSC) Said on Its Q3 Earnings Call
Enterprise Financial Services (NASDAQ:EFSC) reported third-quarter net income of $42 million, or $1.14 per diluted share, as strong loan and deposit growth and stable net interest margin were offset by elevated credit costs. The company’s earnings compared with $1.09 per diluted share in the second quarter and $1.19 per diluted share in the third quarter […]
What EastGroup Properties (EGP) Said on Its Q3 Earnings Call
EastGroup Properties (NYSE:EGP) raised its full-year funds-from-operations guidance after reporting third-quarter results that exceeded its prior outlook, supported by stronger same-property net operating income, occupancy and leasing activity. CEO Marshall Loeb said third-quarter FFO was $2.45 per share, $0.04 above the midpoint of the company’s guidance and 7.9% higher than the third quarter of 2025. […]
What PulteGroup (PHM) Said on Its Q3 Earnings Call
PulteGroup (NYSE:PHM) reported third-quarter 2026 net income of $476 million, or $2.53 per share, as higher mortgage rates and weaker consumer confidence reduced buyer traffic and home closings. The homebuilder said it maintained relatively stable conversion rates among prospective buyers who visited its communities, but fewer consumers began the home-search process during the quarter. Third-quarter […]
What Honeywell International (HON) Said on Its Q3 Earnings Call
Honeywell International (NASDAQ:HON) reported third-quarter 2026 results marked by 7% organic sales growth, margin expansion and improved cash conversion as the company operated as a standalone pure-play automation business. Chairman and Chief Executive Officer Vimal Kapur said demand was broad-based across Honeywell Technologies’ portfolio, with short-cycle orders rising 8% excluding divestitures. The company reported particular […]
What Amalgamated Financial (AMAL) Said on Its Q3 Earnings Call
Amalgamated Financial (NASDAQ:AMAL) reported record third-quarter core net income of $34.6 million, or $1.14 per diluted share, as net revenue surpassed $100 million for the first time, according to executives on the company’s earnings call. Chief Financial Officer Jason Darby said net interest income reached a record $87.9 million while net interest margin held at […]
What ConnectOne Bancorp (CNOB) Said on Its Q3 Earnings Call
ConnectOne Bancorp (NASDAQ:CNOB) said its third-quarter operating performance improved as it advanced a balance-sheet restructuring centered on the planned sale of up to approximately $750 million of performing, non-relationship multifamily loans. Chairman and Chief Executive Officer Frank Sorrentino said the transaction is intended to sharpen the bank’s focus on relationship-based banking, reduce commercial real estate […]
What Graco (GGG) Said on Its Q3 Earnings Call
Graco (NYSE:GGG) reported record third-quarter fiscal 2026 sales of $586 million, up 8% from a year earlier and including 4% organic growth, as all three operating segments and reportable regions contributed to growth. Management said incoming organic orders rose 7% during the quarter and 4% year to date, while backlog excluding acquisitions increased $51 million, […]
What Element Solutions (ESI) Said on Its Q3 Earnings Call
Element Solutions (NYSE:ESI) reported record third-quarter revenue, adjusted EBITDA and adjusted earnings per share, supported by continued demand for electronics products tied to artificial intelligence infrastructure, advanced semiconductor packaging and high-performance circuit boards. The company also raised its full-year adjusted EBITDA outlook to approximately $720 million. Chief Executive Officer Ben Gliklich said the company’s Electronics […]
What TrustCo Bank Corp NY (TRST) Said on Its Q3 Earnings Call
TrustCo Bank Corp NY (NASDAQ:TRST) reported third-quarter 2026 net income of $17.3 million, up 6.5% from the prior-year period, as higher net interest income, loan growth and deposit growth supported results. Chairman, President and Chief Executive Officer Robert J. McCormack described the quarter as reflecting “positive financial momentum,” citing sequential year-over-year improvement in deposits, average […]
What Ategrity Specialty (ASIC) Said on Its Q3 Earnings Call
Ategrity Specialty (NYSE:ASIC) reported third-quarter underwriting income growth of 83.7% and its lowest combined ratio to date, as the specialty insurer cited favorable loss experience, lower expense ratios and continued growth in submissions. Chief Executive Officer Justin Cohen said the company generated a combined ratio of 84.7% during the quarter, compared with 88.7% a year […]
What Banner (BANR) Said on Its Q3 Earnings Call
Banner (NASDAQ:BANR) reported third-quarter 2026 net profit available to common shareholders of $47.7 million, or $1.36 per diluted share, as the company closed its previously announced Pacific Financial acquisition and recorded related expenses. The result compared with $1.54 per share in the third quarter of 2025 and $1.43 per share in the prior quarter. President […]
What Tractor Supply (TSCO) Said on Its Q3 Earnings Call
Tractor Supply (NASDAQ:TSCO) reported third-quarter net sales growth of 5.1% to $3.91 billion, as comparable sales rose 0.4% and sales trends improved through the quarter. The company said momentum continued into October, supported by stronger transaction trends, gains in digital sales and customer response to investments in everyday value. Diluted earnings per share were $0.43 […]
What Horizon Bancorp (IN) (HBNC) Said on Its Q3 Earnings Call
Horizon Bancorp (IN) (NASDAQ:HBNC) reported what management described as a productive third quarter of 2026, supported by mid-single-digit annualized loan and deposit growth, stable net interest margin, expanding capital levels and continued strength in fee-generating businesses. Chief Executive Officer and President Thomas Prame said annualized returns on average assets exceeded 1.7%, while returns on tangible […]
What CACI International (CACI) Said on Its Q1 Earnings Call
CACI International (NYSE:CACI) reported first-quarter fiscal 2027 revenue growth of 8.2% and raised its full-year revenue and earnings outlook, citing strong awards activity, expanding funded backlog and demand for its technology-focused national security offerings. Revenue totaled $2.5 billion for the quarter, with organic growth of 2.1%, while adjusted diluted earnings per share increased 11.8% year […]
What Visteon (VC) Said on Its Q3 Earnings Call
Visteon (NASDAQ:VC) reported third-quarter sales growth that outpaced customer vehicle production declines, while warranty charges tied to two instrument-cluster programs reduced reported profitability and prompted a cut to its full-year adjusted EBITDA outlook. Sales rose 6% year over year to $970 million in the third quarter, even as customer-weighted vehicle production declined about 5%, according […]
What Nasdaq (NDAQ) Said on Its Q3 Earnings Call
Nasdaq (NASDAQ:NDAQ) reported third-quarter 2026 net revenue of $1.5 billion, up 14% from a year earlier, as growth in its Capital Access Platforms and Financial Technology businesses helped drive a 19% increase in diluted earnings per share to $1.04. Chair and Chief Executive Officer Adena Friedman said the company’s results reflected demand for data, cloud […]
What Las Vegas Sands (LVS) Said on Its Q3 Earnings Call
Las Vegas Sands (NYSE:LVS) said third-quarter results were affected by softer demand from high-end customers in both Singapore and Macao, though the company maintained its long-term investment plans and expanded its shareholder-return programs. Chairman and Chief Executive Officer Patrick Dumont said the company remains confident in Asia’s long-term economic growth and wealth-creation trends, despite what […]
What SEI Investments (SEIC) Said on Its Q3 Earnings Call
SEI Investments (NASDAQ:SEIC) reported third-quarter 2026 revenue growth of 14% from a year earlier, while adjusted operating profit rose 25% and adjusted earnings per share increased 24%, as demand remained strong across its investment managers, private banking and advisor businesses. Chief Executive Officer Ryan Hicke said the quarter reflected the company’s strategy of expanding client […]
What Crown Castle (CCI) Said on Its Q3 Earnings Call
Crown Castle (NYSE:CCI) raised its full-year 2026 outlook after reporting third-quarter results that reflected continued organic tower leasing growth, operating-cost reductions and a customer agreement that extended lease terms on a subset of sites. President and Chief Executive Officer Chris Hillabrant said the company has made progress during the past year in simplifying its operations […]
What Tesla (TSLA) Said on Its Q3 Earnings Call
Tesla (NASDAQ:TSLA) said demand for its vehicles exceeded production in the third quarter of 2026, with executives pointing to Full Self-Driving software, energy storage demand and early Robotaxi operations as central drivers of its growth plans. Chief Executive Officer Elon Musk said the company was ramping vehicle output and targeting annual production of about 5 […]
What Kinder Morgan (KMI) Said on Its Q3 Earnings Call
Kinder Morgan (NYSE:KMI) reported record third-quarter results and expanded its project backlog to $14.4 billion, led by major natural-gas infrastructure investments aimed at serving power generation, LNG exports and growing data-center-related demand. Chief Executive Officer Kim Dang said adjusted earnings per share rose 21% from the third quarter of 2025, while adjusted EBITDA increased 9%. […]
What BankUnited (BKU) Said on Its Q3 Earnings Call
BankUnited (NYSE:BKU) reported third-quarter 2026 net income of $72 million, or $1.01 per share, while adjusted net income excluding securities losses was $74 million, or $1.03 per share. The adjusted result compared with $0.96 per share in the prior quarter and $0.94 per share a year earlier. Chairman, President and CEO Raj Singh said profitability […]
What Agree Realty (ADC) Said on Its Q3 Earnings Call
Agree Realty (NYSE:ADC) reported third-quarter 2026 core funds from operations and adjusted funds from operations of $1.15 per share, each up 4.9% from the prior-year quarter, while maintaining portfolio occupancy of 99.8%. The retail net lease REIT raised its full-year 2026 AFFO guidance to $4.58 to $4.59 per share, implying nearly 6% year-over-year growth at […]
What BOK Financial (BOKF) Said on Its Q3 Earnings Call
BOK Financial (NASDAQ:BOKF) reported third-quarter 2026 net income of $159.9 million, or $2.64 per diluted share, as loan growth and net interest margin expansion helped offset pressure on market-sensitive fee businesses caused by rising long-term interest rates. Chief Executive Officer Stacy Kymes said the company’s results were supported by “quality loan growth,” margin expansion, expense […]
What KeyCorp (KEY) Said on Its Q3 Earnings Call
KeyCorp (NYSE:KEY) reported third-quarter 2026 earnings of $0.51 per share, up 24% from a year earlier, as record revenue, commercial loan growth and improved credit quality supported results. Chairman and Chief Executive Officer Chris Gorman said quarterly revenue exceeded $2 billion, an 8% year-over-year increase, while return on average tangible common equity rose above the […]
What Grupo Aeromexico (AERO) Said on Its Q3 Earnings Call
Grupo Aeromexico (NYSE:AERO) reported record third-quarter revenue and a 12% operating margin as strong international demand, premium-product sales and loyalty-program growth helped the airline absorb much of a sharp increase in fuel costs. Chief Executive Officer Andrés Conesa said the company generated an EBIT margin of 12% during a quarter marked by volatile and higher-than-expected […]
What Capital One Financial (COF) Said on Its Q3 Earnings Call
Capital One Financial (NYSE:COF) reported third-quarter 2026 net income of $3.5 billion, or $5.61 per diluted common share, as higher revenue and lower expenses lifted pre-provision earnings. Excluding adjustments related to its Discover and Brex acquisitions, earnings per share were $6.69, Chief Financial Officer Andrew Young said during the company’s earnings call. Revenue increased 3% […]
What RBB Bancorp (RBB) Said on Its Q3 Earnings Call
RBB Bancorp (NASDAQ:RBB) reported third-quarter net income of $12.6 million, or $0.74 per share, up 25% from the prior quarter, as higher net interest income, loan growth and an office-building sale supported results. President and Chief Executive Officer Johnny Lee said the company’s return on average assets improved to 1.17%. The quarter included a gain […]
What East West Bancorp (EWBC) Said on Its Q3 Earnings Call
East West Bancorp (NASDAQ:EWBC) reported record revenue, net interest income, pre-tax pre-provision income and diluted earnings per share for the third quarter of 2026, supported by deposit growth, expanding net interest margin and continued loan growth. Chairman and Chief Executive Officer Dominic Ng said the company generated more than $1.4 billion in net deposit growth […]
What MSCI (MSCI) Said on Its Q3 Earnings Call
MSCI (NYSE:MSCI) reported third-quarter results marked by double-digit revenue growth, record asset-based fees and historic net new sales in several product lines, as the company highlighted expanding use cases for artificial intelligence across its data, analytics and private-markets offerings. Chairman and Chief Executive Officer Henry Fernandez said total revenue increased 12.4% year over year, while […]
What Halliburton (HAL) Said on Its Q3 Earnings Call
Halliburton (NYSE:HAL) reported third-quarter 2026 revenue of $5.7 billion and adjusted operating income of $731 million, producing an adjusted operating margin of 12.8%. Adjusted net income was $0.60 per diluted share. Chairman, President and CEO Jeff Miller said revenue exceeded the company’s expectations and that management took “important steps” toward improving margins. The company repurchased […]
What Wintrust Financial (WTFC) Said on Its Q3 Earnings Call
Wintrust Financial (NASDAQ:WTFC) reported a seventh consecutive quarter of record net income in the third quarter of 2026, supported by loan and deposit growth, a stable net interest margin and continued operating leverage. Net income totaled $239 million, compared with $234 million in the prior quarter. President and Chief Executive Officer Tim Crane said the […]
What Synchrony Financial (SYF) Said on Its Q3 Earnings Call
Synchrony Financial (NYSE:SYF) reported third-quarter net earnings of $892 million, or $2.68 per diluted share, as purchase volume reached nearly $50 billion and rose across each of the company’s five sales platforms. The consumer finance company said total purchase volume increased 8% from a year earlier, marking its highest third-quarter level on record. Ending loan […]
What Zions Bancorporation, N.A. (ZION) Said on Its Q3 Earnings Call
Zions Bancorporation, N.A. (NASDAQ:ZION) reported third-quarter 2026 net earnings available to common shareholders of $262 million, or $1.78 per share, as higher net interest income and customer-related fee income helped drive year-over-year improvement. Chairman and Chief Executive Officer Harris Simmons said earnings per share increased 20% from $1.48 in the third quarter of 2025. Adjusted […]
What WaFd (WAFD) Said on Its Q4 Earnings Call
WaFd (NASDAQ:WAFD) reported fourth-quarter fiscal 2026 net income available to common shareholders of $56.3 million, or $0.76 per diluted share, as loan-sale gains and modest net interest income growth were offset by higher credit provisions and merger-related expenses. For the full fiscal year ended Sept. 30, the bank earned $241.2 million, or $3.21 per diluted […]
What BlackRock (BLK) Said on Its Q3 Earnings Call
BlackRock (NYSE:BLK) reported record third-quarter revenue, operating income and earnings per share as broad-based client inflows and higher demand for private markets, exchange-traded funds and technology services lifted results. Chief Financial Officer Martin S. Small said the firm generated $205 billion in net inflows during the quarter and nearly $870 billion over the past 12 […]
What WaFd (WAFD) Said on Its Q4 Earnings Call
WaFd (NASDAQ:WAFD) reported fourth-quarter fiscal 2026 net income available to common shareholders of $56.3 million, or $0.76 per diluted share, as loan-sale gains and modest net interest income growth were offset by higher credit provisions and merger-related expenses. For the full fiscal year ended Sept. 30, the bank earned $241.2 million, or $3.21 per diluted […]
What Simmons First National (SFNC) Said on Its Q3 Earnings Call
Simmons First National (NASDAQ:SFNC) said its third-quarter strategy emphasized profitability, margin expansion and capital flexibility over loan volume, as management cited compressed risk spreads, elevated wholesale funding costs and an unusually high level of loan maturities and paydowns. During the company’s third-quarter 2026 earnings call, President and CEO Jay Brogdon said Simmons remains open for […]
What Travelers Companies (TRV) Said on Its Q3 Earnings Call
Travelers Companies (NYSE:TRV) reported third-quarter 2026 core income of $1.95 billion, or $9.18 per diluted share, as strong underwriting profitability across all three insurance segments and record investment income supported results. Chairman and Chief Executive Officer Alan Schnitzer said the insurer generated a 22.1% core return on equity during the quarter and a 24.1% core […]
What Alcoa (AA) Said on Its Q3 Earnings Call
Alcoa (NYSE:AA) reported third-quarter 2026 net income attributable to the company of $483 million, or $1.81 per share, compared with $407 million in the prior quarter, as improved operating performance and higher alumina prices helped offset lower metal prices. Adjusted net income attributable to Alcoa was $485 million, compared with $562 million in the second […]
last updated on 23 Oct 07:40