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Moby summary of Waste Management, Inc.'s Q1 2026 earnings call

Garmin (GRMN) delivered earnings and revenue surprises of +13.04% and +1.84%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Clarivate (CLVT) delivered earnings and revenue surprises of +28.57% and +2.55%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Generac Holdings Inc. (NYSE:GNRC) reported first-quarter results on Wednesday that exceeded Wall Street expectations and lifted its full-year guidance, sending the stock sharply higher.

ASE Technology (NYSE:ASX) reported first-quarter 2026 results that management said demonstrated resilience despite typical seasonality in electronics manufacturing services (EMS). Kenneth Hsiang, head of investor relations at ASE Technology Holding, said demand for the company’s assembly, testing an

Despite a revenue dip and engine shortages, Airbus SE (EADSF) maintains robust order intake and confirms full-year guidance.

Kilroy Realty Corp (KRC) reports its strongest first-quarter leasing results since 2017, with significant future growth visibility and strategic property dispositions.

With a 6.2% increase in FFO per share and a Moody's credit upgrade, COPT Defense Properties (CDP) demonstrates robust performance and strategic foresight amid market challenges.

Despite weather-related setbacks, CMS Energy Corp (CMS) demonstrates resilience with robust earnings and a promising growth outlook.

Hilton Worldwide Holdings Inc (HLT) reports robust first-quarter results with significant RevPAR growth and shareholder returns, while navigating geopolitical uncertainties.

CommVault Systems Inc (CVLT) reports strong subscription and SaaS growth, achieving record free cash flow amidst rising data security challenges.

Centene Corp (CNC) surpasses expectations with robust Q1 results, raising its full-year EPS outlook amid strategic Medicaid and Medicare advancements.

CTT Systems AB (LTS:0GUO) reports robust sales and EBIT growth, while navigating fuel cost pressures and cash flow challenges.

Kilroy Realty (NYSE:KRC) executives said improving West Coast office fundamentals—particularly in San Francisco—helped drive the company’s strongest first-quarter leasing performance since 2017, while asset sales and a new Redwood City development joint venture reshaped capital allocation plans. Le

Hilton Worldwide (NYSE:HLT) reported what CEO Chris Nassetta described as a “great first quarter,” with performance supported by RevPAR growth and continued unit expansion. Management said first-quarter results came in above the high end of its guidance, driven by strengthening demand trends and ong

Lightbridge (NASDAQ:LTBR) used its first-quarter 2026 business update to highlight progress in intellectual property protection, fuel development and testing partnerships, and expanded internal engineering capabilities, alongside an increase in quarterly losses tied largely to higher research spendi

With revenue dependent on government contracts, BigBear.ai’s earnings and any updates on program awards or backlog conversion will be key to assessing whether recent trading momentum reflects underlying business traction.

Commvault stock gained after posting fiscal Q4 results ahead of expectations, CVLT stock was slumping heading into results.

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 18.7% year on year to $1.47 billion. The company’s full-year revenue guidance of $6.18 billion at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $1.96 per share was 4% above analysts’ consensus estimates.

EQT delivered a first quarter that exceeded Wall Street’s expectations, prompting a positive market response. Management attributed this performance to a combination of robust free cash flow generation, operational resilience during Winter Storm Fern, and strategic benefits from the Equitrans integration. CEO Toby Rice emphasized that EQT’s ability to capture nearly all of the market volatility upside, thanks to a minimal hedging approach, was a significant driver. The company also highlighted s

Corning reported better-than-expected quarterly results on Tuesday but issued a middling outlook for the current quarter, halting the rally in optical communications stocks. Corning, which makes glass and fiber, barely eked out an earnings beat. The earnings outlook lined up with Wall Street’s estimates, but not the sales figure.

Over the last several quarters, fundamentals across our West Coast markets have meaningfully improved. As return-to-office momentum has intensified, space rationalizations by large users have abated, and the artificial intelligence ecosystem has created considerable new business formation and growth, all contributing to a resurgence in space requirements from rapidly scaling new companies and well-established players alike. Recent tenant behavior, both within our portfolio and across the markets in which we operate, points to a constructive dynamic around technological change with companies seeking to utilize AI to enhance their growth and augment their talented team, rather than automating simply to manage costs.

Before we begin, I'd like to acknowledge all those impacted by the Middle East conflict, and I'd like to thank our team members who adapted very quickly and continue to provide extraordinary hospitality during this difficult time. All of this, coupled with our asset-light fee-based business model, positions us to continue producing significant free cash flow and driving meaningful shareholder returns. For the first quarter, System-wide RevPAR increased 3.6% year-over-year, driven by broad growth across all chain scales, brands and segments, as well as sequential monthly improvement throughout the quarter in the U.S.

Maxlinear is well-positioned to continue benefiting from the ongoing growth of hyperscalers' data centers.

Centrus Energy heads into Q1 earnings with falling EPS estimates, rising uranium prices and delayed shipments that could shift margins and revenues.

Moby summary of Hilton Worldwide Holdings Inc.'s Q1 2026 earnings call

Meta Platforms (NASDAQ:META) reports Q1 2026 earnings on Wednesday, April 29, after market close. Management has guided Q1 revenue to $53.5 billion to $56.5 billion, embedding what CFO Susan Li called an outlook for accelerated growth. Shares trade around $675, up 29% over the past month and 3% year to date. The stock now carries ... Meta Reports Q1 Earnings Tomorrow: 3 Things to Watch on AI Spend