Earnings call transcripts

Earnings call transcripts with speakers and Q&A, usually within hours. Each one comes with a summary, the guidance management gave, and what analysts pressed on, free to read.

3,854 transcripts · 1,782 companiesHow to read a callBy API: the earnings call transcripts API.

Older calls

Page 145 of 322 · 3,854 calls

  • Mastercard (MA) Q2 2026 earnings call

    Management framed growth as increasingly diversified across payments, switching, value-added services, security, and emerging payment architectures.

    Jul 30, 2026Confident0.82
  • Pilgrims Pride (PPC) Q2 2026 earnings call

    Management framed the quarter as a supply-driven commodity downturn, emphasizing resilient chicken demand and portfolio investments that improved sequential performance.

    Jul 30, 2026Neutral0.05
  • Quanta Services (PWR) Q2 2026 earnings call

    Management framed the quarter as broad-based organic strength, with larger utility and technology programs still ahead and acquisitions adding to the raised outlook.

    Jul 30, 2026Confident0.88
  • RPC (RES) Q2 2026 earnings call

    Management framed the quarter as an execution-driven improvement amid subdued activity, emphasizing targeted investment and disciplined returns over a near-term industry rebound.

    Jul 30, 2026Mildly positive0.25
  • Titan International (TWI) Q2 2026 earnings call

    Management emphasized portfolio resilience, but lowered near-term AG expectations as recovery indicators improve without supporting a 2026 rebound.

    Jul 30, 2026Mildly positive0.35
  • Cactus (WHD) Q2 2026 earnings call

    Management framed the quarter as stronger than expected in both segments, while emphasizing spoolables’ accelerating international pipeline and ongoing Middle East uncertainty.

    Jul 30, 2026Confident0.73
  • Anheuser-Busch InBev (BUD) Q2 2026 earnings call

    Management framed the quarter as a shift from debt reduction and portfolio restructuring toward growth, while stressing execution amid uneven markets.

    Jul 30, 2026Positive0.58
  • Allegro Microsystems (ALGM) Q1 2027 earnings call

    Management framed accelerating data-center, automotive, and robotics content gains as supporting sustained above-market growth and margin expansion.

    Jul 30, 2026Confident0.88
  • Plexus (PLXS) Q3 2026 earnings call

    Management framed the call around accelerating demand, execution-led growth and capacity readiness, with confidence extending beyond fiscal 2026.

    Jul 30, 2026Confident0.88
  • Alnylam Pharmaceuticals (ALNY) Q2 2026 earnings call

    Management framed the call around a strong launch and durable TTR opportunity, while acknowledging its original 2026 demand assumptions were too optimistic.

    Jul 30, 2026Positive0.55
  • AMC Global Media (AMCX) Q2 2026 earnings call

    Management framed the quarter as the trough, with stronger second-half trends and owned-IP monetization offsetting softer subscriber acquisition.

    Jul 30, 2026Confident0.72
  • Affiliated Managers Group (AMG) Q2 2026 earnings call

    Management framed accelerating alternative flows, mix transformation and capital deployment as sustaining unusually strong earnings momentum.

    Jul 30, 2026Confident0.90

Companies covered

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