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PGY Q2 Earnings Call Highlights Auto Growth & Higher Outlook
Pagaya Technologies Ltd. PGY used its second-quarter 2026 earnings call to emphasize accelerating partner-led growth, especially in auto, while maintaining its underwriting posture. Management also
D Q2 Earnings Call Puts CVOW Schedule and Demand in Focus
Dominion Energy, Inc. D used its second-quarter 2026 call to pair unchanged guidance with a six-month schedule reset for Coastal Virginia Offshore Wind (CVOW). Project execution returned to investor
StoneX Q3 Earnings Call Focuses on RJO Synergies, Prime Growth
StoneX Group Inc. SNEX used its fiscal 2026 third-quarter earnings call to emphasize execution after acquisitions as volatility moderated. Management said the R.J. O’Brien integration is moving from
UUUU Q2 Earnings Call Focuses on Mine-to-Magnet Execution
Energy Fuels Inc. UUUU used its second-quarter call to shift attention from dealmaking to execution, outlining how the pending ASM and VAC acquisitions, White Mesa expansion and rare earth feedstock
GCT Q2 Earnings Call Puts Europe and New Classic in Focus
GigaCloud Technology Inc. GCT used its second-quarter 2026 earnings call to emphasize marketplace scaling and disciplined integration. Founder, chairman and CEO Larry Wu and president Iman Schrock
CF Q2 Earnings Call Highlights Higher Mid-Cycle Earnings Power
CF Industries Holdings, Inc. CF used its second-quarter 2026 earnings call to emphasize a higher structural earnings base as rising construction costs raise the price needed to justify new nitrogen
MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
MACOM Technology Solutions Holdings, Inc. MTSI framed its third-quarter fiscal 2026 call around accelerating Data Center demand, a record order pace and expanding manufacturing leverage. President
AMPX Q2 Earnings Call Highlights Higher Guidance and Drone Demand
Amprius Technologies, Inc. AMPX raised full-year expectations again as stronger drone demand, European sales and improving manufacturing economics increased management's visibility.
The call also
LNG Q2 Earnings Call Highlights Guidance Raise and Output Gains
Cheniere Energy, Inc. LNG used its second-quarter 2026 earnings call to emphasize higher production, stronger marketing margins and operational execution, supporting a second consecutive increase to
SEZL Q2 Earnings Call Highlights Subscriber Surge, New Products
Sezzle Inc. SEZL used its second-quarter 2026 earnings call to emphasize a broader platform strategy built around subscriber growth, new financial products, and expanding consumer engagement beyond
MP Q2 Earnings Call Focuses on Magnet Ramp and Rare Earth Expansion
MP Materials Corp. MP used its second-quarter 2026 earnings call to emphasize higher NdPr output, commercial magnet shipments beginning in Q4 and expansion into heavy rare earth products.
Revenues
ZTS Q2 Earnings Call Flags Deeper Companion Animal Pressure
Zoetis Inc. ZTS used its second-quarter 2026 earnings call to reset expectations for 2026 as weaker veterinary clinic traffic, pet-owner price sensitivity and heavier competition pressured major
MUSA Q2 Earnings Call Centers on a Higher Fuel Margin Floor
Murphy USA Inc. MUSA used its second-quarter 2026 earnings call to emphasize a higher fuel-margin floor while keeping second-half assumptions conservative.
President and CEO Mindy West said that
NET Q2 Earnings Call Highlights Workers and Agentic AI Momentum
Cloudflare, Inc. NET used its second-quarter 2026 earnings call to frame Workers, agentic AI and large-customer expansion as key growth drivers. CEO Matthew Prince also emphasized improving sales
AMSC Q1 Earnings Call Highlights Record Orders and Strong Backlog
American Superconductor Corporation AMSC used its first-quarter fiscal 2026 earnings call to emphasize stronger orders, a growing backlog and broader project scope across utility, mining and other
ALB Q2 Earnings Call Highlights Storage Demand, Q3 Pressure
Albemarle Corporation ALB used its second-quarter 2026 earnings call to stress tight lithium inventories, stronger stationary-storage demand and cost execution, while warning that third-quarter
CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals
Constellation Energy Corporation CEG used its second-quarter 2026 earnings call to emphasize stronger commercial execution, faster regulatory progress and momentum in long-term nuclear contracting
ONTO Q2 Earnings Call Highlights Packaging Strength Into 2027
Onto Innovation Inc. ONTO used its second-quarter 2026 earnings call to raise expectations for the second half, citing stronger advanced packaging demand, broader advanced-node adoption and record
FISV Q2 Earnings Call Resets Outlook on Delays, Tech Spend
Fiserv, Inc. FISV used its second-quarter 2026 call to reset expectations, citing slower client implementations, weaker Argentina conditions and execution gaps. Chief executive officer (CEO) Takis
CELH Q2 Earnings Call Flags Core Brand Reset Before 2027
Celsius Holdings, Inc. CELH used its second-quarter 2026 earnings call to temper near-term expectations for brand CELSIUS. Chairman and chief executive officer John Fieldly said the brand’s