Insmed Incorporated (INSM) Q1 2025 Earnings Call Transcript — Neutral

INSM   Seeking Alpha — May 08, 2025

Insmed Incorporated (NASDAQ:INSM ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Bryan Dunn - Investor Relations Will Lewis - Chair and Chief Executive Officer Sara Bonstein - Chief Financial Officer Martina Flammer - Chief Medical Officer Conference Call Participants Andrea Newkirk - Goldman Sachs Jason Zemansky - Bank of America Nick Lenard - JPMorgan Joe Schwartz - Leerink Partners Ritu Baral - TD Cowen Jennifer Kim - Cantor Fitzgerald Liisa Bayko - Evercore Graig Suvannavejh - Mizuho Securities Leonid Timashev - RBC Nicole Germino - Truist Securities Maxwell Skor - Morgan Stanley Trung Huynh …

image for news Insmed Incorporated (INSM) Q1 2025 Earnings Call Transcript

BlackRock TCP Capital Corp (TCPC) Q1 2025 Earnings Call Transcript — Neutral

TCPC   Seeking Alpha — May 08, 2025

BlackRock TCP Capital Corp (NASDAQ:TCPC ) Q1 2025 Earnings Conference Call May 8, 2025 12:00 PM ET Company Participants Michaela Murray - IR Phil Tseng - Chairman, Co-CIO and CEO Jason Mehring - President Erik Cuellar - CFO Dan Worrell - Co-CIO Patrick Wolfe - COO Conference Call Participants Christopher Nolan - Ladenburg Thalmann Robert Dodd - Raymond James Paul Johnson - KBW Operator Ladies and gentlemen, good afternoon. Welcome everyone to BlackRock TCP Capital Corp. Q1 2025 Earnings Call.

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CF Industries Holdings, Inc. (CF) Q1 2025 Earnings Call Transcript — Neutral

CF   Seeking Alpha — May 08, 2025

CF Industries Holdings, Inc. (NYSE:CF ) Q1 2025 Earnings Conference Call May 8, 2025 11:00 AM ET Company Participants Martin Jarosick - Vice President, Treasury and Investor Relations Tony Will - President & Chief Executive Officer Chris Bohn - Executive Vice President & Chief Operating Officer Bert Frost - Executive Vice President, Sales, Market Development & Supply Chain Greg Cameron - Executive Vice President & Chief Financial Officer Conference Call Participants Stephen Byrne - Bank of America Securities Richard Garchitorena - Wells Fargo Joel Jackson - BMO Capital Markets Chris Parkinson - Wolfe Research Lucas Beaumont - UBS Andrew Wong …

image for news CF Industries Holdings, Inc. (CF) Q1 2025 Earnings Call Transcript

Flex Ltd. reported strong full-year results, with sales up 3.2% y/y and significant growth in data center revenue, despite some weakness in other segments. Gross margins improved to 8.8%, driven by a strategic shift to higher-margin businesses like data centers and cloud solutions, enhancing overall profitability. The company's diverse supply chain mitigates tariff impacts, but uncertainties remain, particularly in the automotive segment and potential margin pressures.

image for news Flex Q4: Strong Data Center Growth Still Not Enough To Offset Other Segments Yet

Plains All American to Report Q1 Earnings: How to Play the Stock? — Positive

PAA   Zacks Investment Research — May 08, 2025

PAA stock's first-quarter earnings will benefit from its fee-based contracts, contributions from acquired and organic assets.

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Cenovus Energy Inc. (CVE) Q1 2025 Earnings Call Transcript — Neutral

CVE   Seeking Alpha — May 08, 2025

Cenovus Energy Inc. (NYSE:CVE ) Q1 2025 Earnings Conference Call May 8, 2025 11:00 AM ET Company Participants Patrick Read – Vice President, Investor Relations and Internal Audit Jon McKenzie – Chief Executive Officer Kam Sandhar – Chief Financial Officer Geoff Murray – Executive Vice-President, Commercial Conference Call Participants Greg Pardy – RBC Capital Markets Dennis Fong – CIBC Menno Hulshof – TD Securities Neil Mehta – Goldman Sachs John Royall – JPMorgan Patrick O'Rourke – ATB Capital Markets Manav Gupta – UBS Chris Varcoe – Calgary Herald Alex Bill – allNewfoundlandLabrador Operator Good morning, ladies and gentlemen. Thank you …

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Royal Gold, Inc. (RGLD) Q1 2025 Earnings Call Transcript — Neutral

RGLD   Seeking Alpha — May 08, 2025

Royal Gold, Inc. (NASDAQ:RGLD ) Q1 2025 Earnings Conference Call May 8, 2025 12:00 PM ET Company Participants Alistair Baker - Senior Vice President of Investor Relations and Business Development William Heissenbuttel - President and Chief Executive Officer Martin Raffield - Senior Vice President of Operations Paul Libner - Senior Vice President and Chief Financial Officer Daniel Breeze - Senior Vice President, Corporate Development of RGLD Gold AG Conference Call Participants Cosmos Chiu - CIBC Tanya Jakusconek - Scotiabank Derick Ma - TD Cowen Operator Welcome, everyone to the Royal Gold 2025 First Quarter Conference Call. My name is Lauren, …

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Atmos Energy Corporation (ATO) Q2 2025 Earnings Call Transcript — Neutral

ATO   Seeking Alpha — May 08, 2025

Atmos Energy Corporation (NYSE:ATO ) Q2 2025 Results Conference Call May 8, 2025 10:00 AM ET Company Participants Dan Meziere - Vice President of Investor Relations & Treasurer Kevin Akers - President & Chief Executive Officer Chris Forsythe - Chief Financial Officer Conference Call Participants Richard Sunderland - JPMorgan Fei She - Barclays Paul Fremont - Landenberg Bauman Christopher Jeffrey - Mizuho Securities Ryan Levine - Citi Operator Ladies and gentlemen, thank you for standing by, and welcome to the Atmos Energy Corporation Fiscal 2025 Second Quarter Earnings Conference Call. [Operator Instructions] As a reminder, today's call is being recorded.

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Banco Bradesco S.A. (BBD) Q1 2025 Earnings Call Transcript — Neutral

BBD  BBDO   Seeking Alpha — May 08, 2025

Banco Bradesco S.A. (NYSE:BBD ) Q1 2025 Earnings Conference Call May 8, 2025 9:30 AM ET Company Participants Marcelo de Araujo Noronha - Chief Executive Officer Cassiano Ricardo Scarpelli - Vice President Andre Carvalho - Investor Relations Joao Carlos Gomes Da Silva - Executive Officer Ivan Lima de Queiroz – Credit Policy Manager Conference Call Participants Thiago Batista - UBS Daniel Vaz - Safra Mario Pierry - BofA Securities Gustavo Schroden – Citigroup Pedro Leduc – Itau Jorge Kuri - Morgan Stanley Rosman – Unidentified Company Enrique Navarro – Santander Eduardo Nishio - Genial Yuri Fernandes - JPMorgan Carlos Gomez-Lopez …

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Boeing lands $10B UK jet order in deal tied to Rolls-Royce tariff relief — Positive

BA  RYCEY   Proactive Investors — May 08, 2025

Boeing Co (NYSE:BA, ETR:BCO) will sell $10 billion worth of aircraft to the United Kingdom under a new trade agreement that also secures tariff exemptions for British-made Rolls-Royce engines and aircraft parts, US Commerce Secretary Howard Lutnick said on Thursday. The order, expected to be announced later today, sent Boeing shares up 3.5% in early trading as investors welcomed the major transatlantic sale and its potential ripple effects across the aerospace sector.

image for news Boeing lands $10B UK jet order in deal tied to Rolls-Royce tariff relief

Qiagen N.V. (QGEN) Q1 2025 Earnings Call Transcript — Neutral

QGEN   Seeking Alpha — May 08, 2025

Qiagen N.V. (NYSE:QGEN ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants John Gilardi - Vice President, Head of Corporate Communications & Investor Relations Thierry Bernard - Chief Executive Officer Roland Sackers - Chief Financial Officer Conference Call Participants Dan Leonard - UBS Doug Schenkel - Wolfe Research Patrick Donnelly - Citi Tycho Peterson - Jefferies Michael Ryskin - Bank of America Jan Koch - Deutsche Bank Jack Meehan - Nephron Research Dan Brennan - TD Cowen Catherine Schulte - Baird Matt Sykes - Goldman Sachs Casey Woodring - JPMorgan Operator Ladies and gentlemen, thank …

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Westlake's Q1 Earnings and Revenues Miss Estimates, Decline Y/Y — Negative

WLK   Zacks Investment Research — May 08, 2025

WLK's top and bottom lines miss estimates while also declining due to hindrances from winter storms and maintenance outages.

image for news Westlake's Q1 Earnings and Revenues Miss Estimates, Decline Y/Y

Fidelity National Financial, Inc. (NYSE:FNF ) Q1 2025 Earnings Conference Call May 8, 2025 11:00 AM ET Company Participants Lisa Foxworthy-Parker - Senior Vice President, Investor and External Relations Mike Nolan - Chief Executive Officer Anthony Park - Chief Financial Officer Chris Blunt - President and Chief Executive Officer, F&G Conference Call Participants John Campbell - Stephens Inc. Bose George - KBW Mark DeVries - Deutsche Bank Terry Ma - Barclays Mark Hughes - Truist Securities Geoffrey Dunn - Dowling & Partners Operator Good morning and welcome to FNF's First Quarter 2025 Earnings Call. [Operator Instructions] I would now like …

image for news Fidelity National Financial, Inc. (FNF) Q1 2025 Earnings Call Transcript

Core Natural Resources, Inc. (CNR) Q1 2025 Earnings Call Transcript — Neutral

CNR   Seeking Alpha — May 08, 2025

Core Natural Resources, Inc. (NYSE:CNR ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Deck Slone - SVP, Strategy & Public Policy Paul Lang - CEO Mitesh Thakkar - President & CFO Bob Braithwaite - SVP, Marketing & Sales. Conference Call Participants Nathan Martin - Benchmark Company Chris LaFemina - Jefferies LLC Nick Giles - B.

image for news Core Natural Resources, Inc. (CNR) Q1 2025 Earnings Call Transcript

NEW YORK, NY / ACCESS Newswire / May 8, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Compass Diversified ("Compass Diversified") (NYSE:CODI) concerning possible violations of federal securities laws. On May 8, 2025, Compass announced that it intends to delay the filings of its first quarter 2025 Form 10-Q.

image for news Lost Money on Compass Diversified (CODI)? You May Have Been Affected by Fraud - Contact Levi & Korsinsky

NEW YORK, NY / ACCESS Newswire / May 8, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Ardelyx, Inc. ("Ardelyx, Inc.") (NASDAQ:ARDX) concerning possible violations of federal securities laws. Ardelyx issued a press release on May 1, 2025, reporting its financial results for the first quarter of 2025.

image for news Ardelyx, Inc. Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - ARDX

ConnectM Issues Letter to Stockholders — Neutral

CNTM   PRNewsWire — May 08, 2025

MARLBOROUGH, Mass. , May 8, 2025 /PRNewswire/ -- ConnectM Technology Solutions, Inc. (OTC: CNTM) (" ConnectM " or the " Company "), a high-growth technology company on the leading edge of the energy economy, today issued the following letter to shareholders: Dear ConnectM Community, As you may have noticed, Nasdaq suspended trading of our stock this morning.

image for news ConnectM Issues Letter to Stockholders

SITE Centers' Q1 OFFO Misses Estimate, Revenues Decline Y/Y — Negative

SITC   Zacks Investment Research — May 08, 2025

SITC's first-quarter results reflect a year-over-year fall in revenues and leased rate.

image for news SITE Centers' Q1 OFFO Misses Estimate, Revenues Decline Y/Y

Molson Coors Q1 Earnings Miss, Lower Sales Across Segments Hurt — Negative

TAP   Zacks Investment Research — May 08, 2025

TAP posts dismal results in first-quarter 2025. Financial volumes fell 14.3% year over year, mainly led by lower shipments.

image for news Molson Coors Q1 Earnings Miss, Lower Sales Across Segments Hurt

Bitcoin's rally boosts the value of the cryptocurrency Strategy has purchased this year by more than $830 million.

image for news MicroStrategy's stock surges to highest price this year as bitcoin regains $100K