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.

3,386 transcripts · 1,619 companiesHow to read a callBy API: the earnings call transcripts API.

Older calls

Page 262 of 283 · 3,386 calls

  • Delta Air Lines (DAL) Q1 2024 earnings call

    Management framed strong demand and reliability as enabling a shift from recovery toward network optimization, debt reduction and premium-led growth.

    Apr 10, 2024Confident0.78
  • Fuller H B (FUL) Q1 2024 earnings call

    Management framed the quarter as disciplined execution offsetting weak manufacturing, with destocking largely finished and profit growth intact despite uneven regional demand.

    Mar 28, 2024Confident0.72
  • TD Synnex (SNX) Q1 2024 earnings call

    Management framed recovery as broadening, with AI creating higher-value opportunities but near-term mix and budget trade-offs tempering upside.

    Mar 26, 2024Confident0.78
  • Worthington Steel (WS) Q3 2024 earnings call

    Management framed the standalone launch as strong, with growth investments advancing despite steel volatility, automotive delays, and temporarily higher corporate costs.

    Mar 22, 2024Confident0.78
  • NIKE (NKE) Q3 2024 earnings call

    Management framed the call as a deliberate product, channel and brand reset, accepting near-term pressure to restore innovation-led growth.

    Mar 21, 2024Mildly positive0.35
  • Rockwell Medical (RMTI) Q4 2023 earnings call

    Management framed Rockwell as an earlier-than-expected profitability inflection, with organic growth, pricing, and manufacturing efficiency supporting further margin expansion.

    Mar 21, 2024Confident0.80
  • Signet Jewelers (SIG) Q4 2024 earnings call

    Management framed fiscal 2025 as a back-half recovery year, balancing improving engagements against digital execution issues and a value-focused consumer.

    Mar 20, 2024Positive0.55
  • J.Jill (JILL) Q4 2023 earnings call

    Management framed 2024 as disciplined investment in marketing, technology and stores, with cautious consumer assumptions and stable gross margin.

    Mar 20, 2024Positive0.65
  • Babcock & Wilcox Enterprises (BW) Q4 2023 earnings call

    Management framed 2024 around higher-margin services and conversions, with delayed bookings and solar-related liquidity needs tempering confidence in execution.

    Mar 14, 2024Mildly positive0.25
  • Cardlytics (CDLX) Q4 2023 earnings call

    Management framed 2023 as a completed turnaround foundation, with Q1 acceleration and product adoption supporting renewed growth while capital structure work continues.

    Mar 14, 2024Confident0.82
  • Target Hospitality (TH) Q4 2023 earnings call

    Management framed 2024 as a transition year from unusually high PCC revenue toward diversified, repeatable growth while preserving cash generation.

    Mar 13, 2024Positive0.68
  • loanDepot (LDI) Q4 2023 earnings call

    Management framed 2024 as a recovery year, with cost reductions and technology investments positioned to restore profitability as volumes improve.

    Mar 12, 2024Positive0.45

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