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SmartRent (SMRT) Q3 2026 Earnings Call: Core Revenue Rises 24%, Gross Margin Reaches 41%

SmartRent’s Q3 2026 earnings call covered 24% core revenue growth, a 41% gross margin, stronger bookings and Q4 revenue and EBITDA guidance.

TradingKey

Wed, Nov 4

Transcripts

SFL Q3 2026 Earnings Call: Backlog Reaches $5.0 Billion

SFL’s Q3 2026 earnings call covered $202 million of revenue, a $5.0 billion charter backlog, $275 million of tanker proceeds and a $0.22 dividend.

SFL Corporation Ltd

TradingKey

Wed, Nov 4

Transcripts

Royalty Pharma (RPRX) Q3 2026 Earnings Call: Guidance Raised as Portfolio Receipts Grow 9%

Royalty Pharma’s Q3 2026 earnings call covered 9% portfolio receipt growth, $673 million in cash flow and higher full-year guidance of $3.50-$3.55 billion.

Royalty Pharma PLC

TradingKey

Wed, Nov 4

Transcripts

Ridgepost Capital (RPC) Q3 2026 Earnings Call: Fee-Paying AUM Reaches $35.2 Billion

Ridgepost Capital’s Q3 2026 earnings call covered $35.2 billion of fee-paying AUM, 19% FRE growth, fundraising momentum and updated 2026 guidance.

P10 Ord Shs Class A

TradingKey

Wed, Nov 4

Transcripts

Reynolds Consumer Products (REYN) Q3 2026 Earnings Call: Guidance Reaffirmed

Reynolds Consumer Products Q3 2026 earnings call: revenue reached $944 million, retail volume fell 7%, and full-year adjusted EBITDA guidance was reaffirmed.

Reynolds Consumer Products Inc

TradingKey

Wed, Nov 4

Transcripts

Ralliant (RAL) Q3 2026 Earnings Call: Revenue Up 17%, Guidance Raised

Ralliant’s Q3 2026 earnings call covered 17% revenue growth, margin expansion, a $1.5 billion defense backlog and higher full-year guidance.

Ralliant Ord Shs

TradingKey

Wed, Nov 4

Transcripts

Qnity (Q) Q3 2026 Earnings Call: Sales Rise 22%, Guidance Raised

Qnity (Q) Q3 2026 earnings call: sales rose 22% to $1.6 billion, adjusted EPS reached $1.46, and management raised full-year guidance.

Qnity Electronics Ord Shs

TradingKey

Wed, Nov 4

Transcripts

PXED Q4 FY2026 Earnings Call: AI Search Weighs on FY2027 Outlook

Phoenix Education Partners Q4 FY2026 revenue rose 1.3%, but PXED expects FY2027 revenue of $970 million-$1.00 billion amid AI search disruption.

Phoenix Education Partners Ord Shs

TradingKey

Wed, Nov 4

Transcripts

CPI Card Group (PMTS) Q3 2026 Earnings Call: Record Revenue, Guidance Raised

CPI Card Group (PMTS) posted Q3 2026 revenue of $158 million, raised revenue and cash flow guidance, and reduced net leverage to 2.6x.

CPI Card Group Inc

TradingKey

Wed, Nov 4

Transcripts

Insulet (PODD) Q3 2026 Earnings Call: Revenue Up 19.2%, 2027 Growth to Moderate

Insulet Q3 2026 revenue rose 19.2% to $842 million as margins expanded. Management raised 2026 guidance but expects growth to moderate in 2027.

TradingKey

Wed, Nov 4

Transcripts

PFG Fiscal Q1 2027 Earnings Call: Sales Rise 5.5%, Guidance Reiterated

PFG fiscal Q1 2027 sales grew 5.5% and adjusted EBITDA rose 10% to $528 million. Management reiterated full-year sales and EBITDA guidance.

Performance Food Group Co

TradingKey

Wed, Nov 4

Transcripts

Procore (PCOR) Q3 FY2026 Earnings Call: Guidance Raised as Growth Accelerates

Procore Q3 FY2026 revenue rose 18.7% to $402 million as margins expanded. PCOR raised FY2026 guidance after stronger bookings and the DroneDeploy deal.

Procore Technologies Inc

TradingKey

Wed, Nov 4

Transcripts

Owens Corning (OC) Q3 2026 Earnings Call: Q4 Margin Pressure Ahead

Owens Corning Q3 2026 earnings call: $2.5 billion revenue, 20% adjusted EBITDA margin, strong cash flow and Q4 margin guidance of 10%-12%.

TradingKey

Wed, Nov 4

Transcripts

NYT Q3 2026 Earnings Call: Digital Subscriptions Rise 14.6%

NYT Q3 2026 earnings call: revenue rose 10% to $769 million, digital subscriptions grew 14.6%, and management issued Q4 growth guidance.

New York Times Co

TradingKey

Wed, Nov 4

Transcripts

Martin Marietta (MLM) Q3 2026 Earnings Call: LNA Lifts Guidance

Martin Marietta’s Q3 2026 earnings call covered record cash flow, strong LNA contributions, updated $2.48 billion EBITDA guidance and 2027 pricing expectations.

Martin Marietta Materials Inc

TradingKey

Wed, Nov 4

Transcripts

NRP Q3 2026 Earnings Call: Distribution Rises to $2.34 as Debt Falls

NRP Q3 2026 earnings call: $45 million in free cash flow, a $2.34 distribution, near-complete debt repayment and a cautious 2027 soda ash outlook.

TradingKey

Wed, Nov 4

Transcripts

MITT Q3 2026 Earnings Call: Book Value Falls 7.3% as Home Equity Expands

MITT Q3 2026 earnings call: book value fell 7.3% to $9.27, EAD was $0.21 per share, and home equity securitizations reached about $1.25 billion.

AG Mortgage Investment Trust Inc

TradingKey

Wed, Nov 4

Transcripts

MFA Financial Q3 2026 Earnings Call: Book Value Falls, Distributable Earnings Improve

MFA Financial’s Q3 2026 earnings call covered a $111.7 million net loss, lower book value, improving distributable earnings and moderating credit losses.

MFA Financial Inc

TradingKey

Wed, Nov 4

Transcripts

Medline (MDLN) Q3 2026 Earnings Call: Sales Guidance Raised, 2027 Margin Pressure Ahead

Medline Q3 2026 earnings call: sales rose 10% to $7.9 billion, 2026 organic growth guidance increased, while 2027 margins face inflation and investment pressure.

Medline Ord Shs Class A

TradingKey

Wed, Nov 4

Transcripts

McDonald's (MCD) Q3 2026 Earnings Call: U.S. Value Plan and NEXT Expansion

McDonald's Q3 2026 earnings call: global comparable sales rose 1.5%, U.S. comps fell 0.2%, adjusted EPS reached $3.57, and value tests expanded.

McDonald's Corp

TradingKey

Wed, Nov 4

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