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.
Older calls
Page 147 of 322 · 3,856 calls
- PBF Energy (PBF) Q2 2026 earnings call
Management framed disruption-driven refining tightness as potentially extending well beyond crude normalization, while prioritizing debt reduction over near-term shareholder returns.
Jul 30, 2026Confident0.72 - Procore Technologies (PCOR) Q2 2026 earnings call
Management framed the quarter as evidence of durable core execution and accelerating its AI strategy, with DroneDeploy adding visual intelligence to Procore’s platform.
Jul 30, 2026Confident0.78 - Regeneron Pharmaceuticals (REGN) Q2 2026 earnings call
Management framed the quarter as evidence of broad commercial momentum and a diversified pipeline, while emphasizing disciplined investment and upcoming catalysts.
Jul 30, 2026Confident0.72 - Solstice Advanced Materials (SOLS) Q2 2026 earnings call
Management framed the quarter as evidence of resilient growth and accelerated investment, while raising full-year expectations despite macro uncertainty.
Jul 30, 2026Confident0.76 - Terex (TEX) Q2 2026 earnings call
Management framed the call around broadening demand, execution gains and stronger backlog coverage, while emphasizing capacity ramp-up and portfolio integration.
Jul 30, 2026Confident0.72 - Tyler Technologies (TYL) Q2 2026 earnings call
Management framed the quarter as strong execution with strategic acceleration, while AI monetization and cloud migration remain longer-dated growth levers.
Jul 30, 2026Confident0.82 - XPO (XPO) Q2 2026 earnings call
Management framed the quarter as evidence that improving demand is amplifying service-led share gains, pricing, and technology-driven productivity, with stronger near-term margins and long-term ambitions.
Jul 30, 2026Confident0.88 - Flowserve (FLS) Q2 2026 earnings call
Management framed the quarter as evidence that its operating system and durable demand can offset disruption, while back-half growth depends on execution and backlog conversion.
Jul 30, 2026Confident0.72 - Bristol Myers Squibb (BMY) Q2 2026 earnings call
Management framed the quarter as broad-based growth and pipeline de-risking, while calling delayed event-driven readouts encouraging rather than setbacks.
Jul 30, 2026Confident0.78 - Hershey Company (The) (HSY) Q2 2026 earnings call
Management framed the quarter as a strong first-half demand picture, but kept its outlook prudent because of second-half comparisons, investment needs and macro uncertainty. About 3% U.S.
Jul 30, 2026Mildly positive0.35 - Yum! Brands (YUM) Q2 2026 earnings call
Management framed the quarter around post-Pizza Hut focus, KFC modernization, and Taco Bell’s early recovery from an industry-wide food-safety disruption.
Jul 30, 2026Positive0.55 - Lightspeed Commerce (LSPD) Q1 2027 earnings call
Management framed year two of its refresh as disciplined execution: prioritize higher-quality customers, monetize the installed base, and improve profitability and free cash flow.
Jul 30, 2026Confident0.73
Companies covered
1,783 companies
- A. O. SmithAOS · 2
- A.K.A. Brands HoldingAKA
- AAONAAON
- AarAIR
- Abbott LaboratoriesABT
- AbbVieABBV · 2
- Abercrombie & FitchANF
- ABM IndustriesABM
- Academy Sports & OutdoorsASO
- Acadia PharmaceuticalsACAD
- Accel EntertainmentACEL · 11
- AccentureACN
- ACCO BRANDSACCO · 2
- AccurayARAY
- Aci WorldwideACIW · 2
- Acuity Inc. (de)AYI
- Acumen PharmaceuticalsABOS
- AdeiaADEA
- AdientADNT
- ADMA BiologicsADMA
- AdobeADBE
- ADTADT
- ADTRAN HoldingsADTN · 5
- Advance Auto PartsAAP
- Advanced Micro DevicesAMD
- AdvanSixASIX · 4
- Aebi Schmidt HoldingAEBI
- AecomACM
- AelumaALMU
- AeroVironmentAVAV
- Aeva TechnologiesAEVA
- AEVEXAVEX
- AEyeLIDR
- Affiliated Managers GroupAMG
- Affirm HoldingsAFRM
- AflacAFL
- AGCOAGCO · 2
- Agilent TechnologiesA
- Agios PharmaceuticalsAGIO
- Agnico Eagle MinesAEM · 2
- AgoraAPI · 2
- Agree RealtyADC · 6
- AH Realty TrustAHRT
- Air LiquideAI:EPA
- AirbnbABNB
178 more under A
- AirbusAIR:EPA
- AirgainAIRG
- Akamai TechnologiesAKAM
- Akebia TherapeuticsAKBA
- Alarm.com HoldingsALRM
- Alaska Air GroupALK · 2
- Albertsons CompaniesACI
- AlcoaAA · 12
- AlconALC
- Alerus FinancialALRS · 2
- Alexandria Real Estate EquitiesARE
- Algoma Steel GroupASTL
- Algoma Steel GroupASTL:TSX
- Alibaba Group HoldingBABA
- AlicoALCO
- Align TechnologyALGN
- Alignment HealthcareALHC
- Alkami TechnologyALKT · 5
- AlkermesALKS
- Allegiant TravelALGT
- Allegro MicrosystemsALGM · 2
- Alliance Entertainment HoldingAENT
- Alliance Laundry HoldingsALH
- Alliance Resource PartnersARLP
- Alliant EnergyLNT · 6
- Allied GoldAAUC
- Allison Transmission HoldingsALSN
- Allogene TherapeuticsALLO
- AllstateALL
- Alnylam PharmaceuticalsALNY · 2
- ALPHA & OMEGA SemiconductorAOSL
- Alpha CognitionACOG
- Alpha TeknovaTKNO · 3
- AlphabetGOOGL · 2
- Alpine Income Property TrustPINE
- AltimmuneALT
- Altisource Portfolio SolutionsASPS · 4
- Altisource Portfolio SolutionsASPSZ
- Alto IngredientsALTO
- AltriaMO · 7
- AlvotechALVO · 3
- Amalgamated FinancialAMAL
- AmazonAMZN · 2
- Amber International HoldingAMBR
- Ambiq MicroAMBQ · 5
- AMC Entertainment HoldingsAMC · 2
- AMC Global MediaAMCX
- AmcorAMCR
- AmdocsDOX
- Amentum HoldingsAMTM
- Amer SportsAS
- Amerant BancorpAMTB
- AmerenAEE
- AmerescoAMRC
- America Movil Sab de CVAMX
- American Assets TrustAAT · 2
- American Coastal InsuranceACIC
- American Eagle OutfittersAEO
- American ExpressAXP · 2
- American Financial GroupAFG
- American Outdoor BrandsAOUT
- American Shared Hospital ServicesAMS
- American SuperconductorAMSC · 5
- American Water WorksAWK · 2
- Ameriprise FinancialAMP · 2
- AmetekAME · 4
- Amkor TechnologyAMKR · 2
- AMN Healthcare ServicesAMN · 4
- Amneal PharmaceuticalsAMRX
- AmphenolAPH · 2
- Amprius TechnologiesAMPX
- AmrizeAMRZ
- Amtech SystemsASYS
- Amylyx PharmaceuticalsAMLX
- Analog DevicesADI
- Anavex Life SciencesAVXL
- AngiANGI
- AngiodynamicsANGO
- Anheuser-Busch InBevBUD · 3
- Ani PharmaceuticalsANIP
- Antalpha Platform HoldingANTA
- AnterixATEX
- Antero MidstreamAM
- ANTERO ResourcesAR
- AonAON · 2
- APAAPA
- Apogee EnterprisesAPOG
- Apollo Commercial Real Estate FinanceARI · 2
- Apollo Global ManagementAPO
- AppfolioAPPF · 2
- AppianAPPN
- Apple Hospitality REITAPLE · 5
- Applied DigitalAPLD
- Applied Industrial TechnologiesAIT · 2
- Applied MaterialsAMAT
- AppLovinAPP · 4
- AptargroupATR · 2
- AptivAPTV
- Aqua MetalsAQMS · 3
- Aquestive TherapeuticsAQST
- Arch Capital GroupACGL · 3
- Archer Daniels MidlandADM
- ArchrockAROC
- Arcutis BiotherapeuticsARQT
- Ardagh Metal PackagingAMBP
- Ardent HealthARDT
- Arena Group HoldingsAREN
- Ares CapitalARCC
- Ares Commercial Real EstateACRE
- ArhausARHS
- Arista NetworksANET
- AritziaATZ:TSX · 2
- Arlo TechnologiesARLO
- Armour Residential REITARR
- Armstrong World IndustriesAWI · 2
- Array TechnologiesARRY
- Arrive AIARAI
- Arrow ElectronicsARW
- Arrowhead PharmaceuticalsARWR
- ARS PharmaceuticalsSPRY
- ArterisAIP
- Arthur J. GallagherAJG · 2
- Artisan Partners Asset ManagementAPAM
- ArtivionAORT
- ArxisARXS · 2
- AsanaASAN
- Ascendis Pharma A/SASND
- AshlandASH
- Associated Banc-CorpASB · 2
- Associated British FoodsABF:LSE
- AssurantAIZ · 11
- AST SpaceMobileASTS
- Astec IndustriesASTE
- Astera LabsALAB
- AstronicsATRO
- Asure SoftwareASUR · 2
- AT&TT · 5
- Ategrity Specialty Insurance Co. HoldingsASIC · 2
- ATIATI
- Atlantic Union BanksharesAUB · 2
- Atlanticus HoldingsATLC
- Atlas Copco AB ser. AATCO-A:SFB · 8
- AtlasClear HoldingsATCH · 2
- AtlassianTEAM
- Atmos EnergyATO
- Atmus Filtration TechnologiesATMU
- Atour Lifestyle HoldingsATAT · 4
- ATRenewRERE
- AtriCureATRC
- Aura MineralsAUGO
- Aurora MobileJG
- authIDAUID · 2
- AutodeskADSK
- AutohomeATHM
- AutolivALV
- Automatic Data ProcessingADP · 2
- AutonationAN · 2
- AvantorAVTR · 2
- Aveanna Healthcare HoldingsAVAH
- AvePointAVPT
- Avery DennisonAVY · 2
- Aviat NetworksAVNW
- Avidbank HoldingsAVBH
- AvientAVNT
- Avis Budget GroupCAR
- AvistaAVA
- AvivaAV:LSE · 6
- AxaCS:EPA
- Axalta Coating SystemsAXTA · 2
- Axcelis TechnologiesACLS
- Axil BrandsAXIL
- AxogenAXGN
- Axon EnterpriseAXON · 2
- Axos FinancialAX
- AxtAXTI · 2
- Aya Gold & SilverAYA · 4
- AzentaAZTA
- AZZAZZ