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Earnings Call Transcripts

We provide transcripts of the most recent earnings calls for the companies that we cover. Information directly from the company on their operating performance.

Articles — Page 8

Oct 22, 2026 by Motley Fool Transcribing

CACI (CACI) Q1 2027 Earnings Call Transcript

Defense contractor reports $4.8B in awards and raises full-year guidance.

Oct 22, 2026 by Motley Fool Transcribing

Allegion (ALLE) Q3 2026 Earnings Call Transcript

Strong Americas growth and margin expansion drive raised guidance despite Western Europe weakness.

Oct 22, 2026 by Motley Fool Transcribing

Honeywell (HON) Q3 2026 Earnings Call Transcript

Organic sales growth outpaced targets, driven by energy projects and data center demand.

Oct 22, 2026 by Motley Fool Transcribing

Gentherm (THRM) Q3 2026 Earnings Call Transcript

Modine acquisition expands thermal management into power generation and heavy-duty equipment.

Oct 22, 2026 by Motley Fool Transcribing

TTM Technologies (TTMI) Q3 2026 Earnings Call Transcript

Record data center demand and defense backlog drive 60% net sales growth.

Oct 22, 2026 by Motley Fool Transcribing

Dow (DOW) Q3 2026 Earnings Call Transcript

Pricing power and cost cuts drove EBITDA to $1.6B amid geopolitical headwinds.

Oct 22, 2026 by Motley Fool Transcribing

Hexcel (HXL) Q3 2026 Earnings Call Transcript

Aerospace sales jumped 20.5% as production ramps accelerate across major platforms.

Oct 22, 2026 by Motley Fool Transcribing

Getty Realty (GTY) Q3 2026 Earnings Call Transcript

$502M invested year-to-date at 7.2% yield; dividend raised for 13th consecutive year.

Oct 22, 2026 by Motley Fool Transcribing

SouthState (SSB) Q3 2026 Earnings Call Transcript

Loans and deposits grew 9% annualized as capital markets income dipped.

Oct 22, 2026 by Motley Fool Transcribing

United Rentals (URI) Q3 2026 Earnings Call Transcript

Large-scale project demand lifts profitability and margins to record levels.

Oct 22, 2026 by Motley Fool Transcribing

Medpace (MEDP) Q3 2026 Earnings Call Transcript

Record net new business awards and 23.7% net income growth signal strong momentum.

Oct 22, 2026 by Motley Fool Transcribing

Carpenter Technology (CRS) Q1 2027 Earnings Call Transcript

Record operating income and aerospace bookings signal confidence in industry super cycle.

Oct 22, 2026 by Motley Fool Transcribing

CBRE (CBRE) Q3 2026 Earnings Call Transcript

Infrastructure revenue surged 40% as data center demand accelerated globally.

Oct 22, 2026 by Motley Fool Transcribing

Bread Financial (BFH) Q3 2026 Earnings Call Transcript

Loan growth accelerates as credit metrics improve and deposits surge 21%.

Oct 22, 2026 by Motley Fool Transcribing

Tesla (TSLA) Q3 2026 Earnings Call Transcript

Musk charts course toward autonomy and robotics amid flat revenue and margin pressures.

Oct 21, 2026 by Motley Fool Transcribing

QuantumScape (QS) Q3 2026 Earnings Call Transcript

Solid-state battery maker launches 100 MWh mass production line targeting 2028.

Oct 21, 2026 by Motley Fool Transcribing

Cathay General Bancorp (CATY) Q3 2026 Earnings Call Transcript

Record net interest income and expanded margins drove sequential earnings growth.

Oct 21, 2026 by Motley Fool Transcribing

NVE (NVEC) Q2 2027 Earnings Call Transcript

Defense sales plunged 95%, but first-half revenue surged 36% on distributor strength.

Oct 21, 2026 by Motley Fool Transcribing

SAP (SAP) Q3 2026 Earnings Call Transcript

Cloud revenue surged 25% as AI adoption drove productivity gains across enterprise software.

Oct 21, 2026 by Motley Fool Transcribing

Knight-Swift (KNX) Q3 2026 Earnings Call Transcript

Truckload margins recovered as pricing gains and efficiency improved operating ratio 450 basis points.

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