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earnings: Archive

Zacks Equity Research

APP Q2 Earnings Call Highlights Model Timing, Q3 Reacceleration

AppLovin Q2 revenue miss reflects model timing, while live gains and consumer scaling support stronger Q3 growth.

APPNegative Net Change

Zacks Equity Research

WTTR Q2 Earnings Call Maps a Longer Infrastructure Runway

Select Water's record Water Infrastructure results, seven-year contract and expanded backlog point to double-digit growth and stronger cash flow beyond 2026.

WTTRPositive Net Change

Zacks Equity Research

VPG Q2 Earnings Call Balances AI Demand With Margin Pressure

Vishay pairs record Sensors orders, AI demand and a humanoid robotics ramp with an earnings miss, margin pressure and double-digit growth guidance.

VPGPositive Net Change

Zacks Equity Research

DVN Q2 Earnings Call Puts Synergies and Portfolio Review in Focus

Devon Energy sharpens 2026 guidance as merger synergies, a portfolio review and technology gains drive its push for stronger shareholder returns.

DVNPositive Net Change

Zacks Equity Research

ASYS Q3 Earnings Call Highlights AI Backlog and Margin Leverage

Amtech's AI-driven Thermal Processing growth is pushing orders into fiscal 2027, lifting backlog and margins as silicon carbide demand stays weak.

ASYSPositive Net Change

Zacks Equity Research

ECO Q2 Earnings Call Keeps Spot Exposure at Center Stage

Okeanis is betting on spot-market upside, with record Q2 rates, strong Q3 bookings and a $5.25 dividend reinforcing its high-payout strategy.

ECOPositive Net Change

Zacks Equity Research

NRG Energy Q2 Earnings Call Focuses on Customer-Backed Power

NRG builds its growth strategy around a 1.2-GW Texas data-center power project, targeting protected returns and customer-backed cash flows.

NRGPositive Net Change

Zacks Equity Research

SMR Q2 Earnings Call Focuses on TVA and Deployment Readiness

NuScale highlights TVA talks and near-term deployment readiness, backed by approved designs, available fuel, suppliers and $1.9 billion in liquidity.

SMRPositive Net Change

Zacks Equity Research

MTRN Q2 Earnings Call Centers on Record Backlog

Materion's record backlog and rising orders across defense, space and semiconductors drove a second straight increase to its 2026 outlook.

MTRNPositive Net Change

Zacks Equity Research

VSH Q2 Earnings Call Highlights Early Upcycle and Margin Lift

Vishay sees an early upcycle, broad demand gains and faster margin improvement as bookings rise, customer counts grow and capacity expands across key markets.

VSHPositive Net Change