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Kip Rupp: Thank you, and welcome, everyone, to the Quanta Services First Quarter 2026 Earnings Conference Call. This morning, we issued a press release announcing our first quarter 2026 results, which can be found in the Investor Relations section of our website at quantaservices.com. This morning, we also posted our first quarter 2026 operational and financial commentary and our 2026 outlook expectation summary on Quanta's Investor Relations website.

TXT beats Q1 estimates as aviation demand lifts revenues and earnings, with strong jet deliveries and segment growth driving double-digit gains.

PLTR eyes 73.7% revenue surge in Q1 as strong demand across government and commercial segments fuels growth ahead of earnings release.

ASTE heads into Q1 results with strong backlog growth and acquisition-driven sales gains, but margin pressures may temper profitability.

In the first quarter of 2026, General Dynamics reported revenue of US$13.5 billion and diluted EPS of US$4.10, with particularly strong growth in its Marine Systems and Aerospace segments and companywide bookings of US$26.6 billion. The company’s backlog rose to about US$131 billion and management raised full-year EPS guidance to US$16.45–US$16.55, underscoring how recent contract wins and improved shipyard productivity are feeding into longer-term earnings visibility. We’ll now examine how...

(Bloomberg) -- Apple Inc. reports quarterly earnings after the close on Thursday, but investors will be largely looking past the numbers and seeking clues to incoming Chief Executive Officer John Ternus’ strategic plans.Most Read from BloombergUS Seeks to Deploy Hypersonic Missile for the First Time Against IranNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesTwo NJ Malls Separated by Just Four Miles — and Very Different FatesJunior Bankers Sick of Grunt Work Build $2 Billion AI To

Within PBF, the spotlight is squarely on Martinez. This could not be coming at a better time for the West Coast and California markets. The events in the Middle East have caused the largest disruption ever in the oil markets and the effects are indeed dramatic and constructive for PBF.

CRH's Q1 earnings miss despite strong revenue growth and infrastructure demand. Did elevated cost pressures limit the bottom-line growth?

PLXS beats Q2 EPS estimates and posts higher revenues, fueled by strong program wins and rising demand, while boosting its fiscal 2026 growth outlook.

Quanta Services, Viavi Solutions and Carrier Global gave positive comments on their data center businesses.

IEX beats Q1 estimates and raises outlook as strong Health & Science Technologies demand and record orders signal momentum into 2026.

I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate

Net income attributable to Green Brick Partners, Inc. for the first quarter was $61 million, or $1.39 per diluted share, on total revenues of $465 million. At the end of Q1, our homebuilding debt to total capital ratio decreased to 11.5%, and our net homebuilding debt to total capital ratio decreased to 5.5%, among the lowest of our public homebuilding peers.

AXS beats Q1 estimates as underwriting income climbs and premiums grow, offsetting weaker investment income and higher expenses.

EG's Q1 earnings surge past estimates as reinsurance strength and investment income drive profits, despite lower premiums and a revenue decline.

BAND beats Q1 estimates as AI-driven demand lifts revenue 20%, boosts enterprise wins, and prompts a higher 2026 outlook.

Fastly (FSLY) is back in focus after investors reacted to its upcoming quarterly earnings release and its new AI powered partnership with LALIGA to tackle piracy and illegal sports streaming. See our latest analysis for Fastly. The recent 1 day share price return of 7.15% and 7 day gain of 5.73% sit against a 30 day share price decline of 9.19%. However, Fastly’s 90 day share price return of 185.30% and very large 1 year total shareholder return of 356.57% show that momentum has been strong...

FormFactor posts a Q1 earnings beat as surging DRAM demand and margin expansion, along with strong probe card sales, fuel growth and an upbeat Q2 guidance.

Moby summary of Xcel Energy Inc.'s Q1 2026 earnings call

Moby summary of L3Harris Technologies, Inc.'s Q1 2026 earnings call

Quanta tops Q1 estimates on strong segment execution, lifting margins and backlog, and prompting management to raise its 2026 outlook.

L3Harris Technologies (LHX) raised its full-year earnings outlook Thursday after reporting stronger-

XEL's Q1 operating EPS matches estimates, but revenues miss and 2026 EPS guidance stays.

KLAC tops Q3 estimates with double-digit revenue growth and strong process control demand, while upbeat Q4 guidance signals continued momentum.

DOCN eyes solid Q1 revenue growth, but profit pressure looms as AI demand surges and margins face headwinds ahead of its May 5 earnings report.

Devon Energy (DVN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Ken is now focused full time on expanding solid rocket motor production capacity in support of the Munitions Acceleration Council program. Capacity is the new capability, and that is what L3Harris Technologies, Inc. has.

UPBD Q1 earnings beat on Brigit subscriber growth, margin expansion and strong cash flow, even as revenues slightly miss estimates.

With our leading innovation, Trane Technologies plc is uniquely positioned to win. Q1 was another strong quarter marked by exceptional enterprise organic bookings, up 24%, and record backlog of 10.7 billion, up over 30% versus year-end 2025. This strong performance translated to adjusted EPS growth of 7%.

QRVO heads into Q4 earnings with revenues expected to fall, even as improving orders, innovation and segment growth offer a mixed outlook.