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1. • Arrow Electronics Inc (ARW) Q1 2024 Earnings Call Transcript Highlights: Navigating Market ...

     GuruFocus.com via Yahoo Finance UK· 58 minutes ago

     The company experienced a backlog decline, consistent with shorter lead times, although it remains above pre-pandemic levels. First quarter consolidated gross margin decreased ...

2. • Ensign Group Inc (ENSG) Q1 2024 Earnings Call Transcript Highlights: Strong Performance and ...

     GuruFocus.com via Yahoo Finance UK· 59 minutes ago

     Positive Points Ensign Group Inc reported another record quarter with strong and consistent performance across its portfolio. Same-store occupancy reached 81%, surpassing pre-pandemic ...

3. • Moody's Corporation (MCO) Q1 2024 Earnings Call Transcript Highlights: Strong Performance Amid ...

     GuruFocus.com via Yahoo Finance UK· 60 minutes ago

     However, the large volume of debt issued during the pandemic provides a solid base for future issuance. The refinancing needs from this period are expected to underpin issuance ...

4. • Carriage Services Inc (CSV) (Q1 2024) Earnings Call Transcript Highlights: Robust Growth and ...

     GuruFocus.com via Yahoo Finance UK· 1 hour ago

     CSV reports a significant revenue increase and strategic successes, including a record first quarter in preneed cemetery sales and substantial debt reduction.

5. • Q1 2024 VICI Properties Inc Earnings Call

     Thomson Reuters StreetEvents via Yahoo Finance UK· 1 hour ago

     One of the best examples of this is our relationship with Apollo and the team at The Venetian. The opportunity to acquire The Venetian originated during the COVID pandemic ...

6. • MGIC Investment Corp (MTG) (Q1 2024) Earnings Call Transcript Highlights: Strong Financial ...

     GuruFocus.com via Yahoo Finance UK· 1 hour ago

     This trend is attributed to the stabilization post-pandemic and government interventions. Q: How did you arrive at the $750 million figure for the new buyback program? A: ...

7. • Itron Inc (ITRI) Q1 2024 Earnings Call Transcript Highlights: Stellar Financial Performance and ...

     GuruFocus.com via Yahoo Finance UK· 1 hour ago

     While the backlog at the end of Q1 was substantial at $4.3 billion, the conversion of backlog to revenue remains a critical area to watch for future performance. Lead times for components, although ...

8. • Q1 2024 Southern Co Earnings Call

     Thomson Reuters StreetEvents via Yahoo Finance UK· 1 hour ago

     Industrial sales are beginning to show signs of recovery following a soft 2023 with year-to-date increases led by the lumber and paper industries. The Southeast regional labor supply remains ...

9. • WESCO International Inc (WCC) Q1 2024 Earnings Call Transcript Highlights: Strategic Moves and ...

     GuruFocus.com via Yahoo Finance UK· 1 hour ago

     And when you think about that and compare that against where supplier lead times are now versus 6 months ago, 12 months ago, 18 months ago, that shows even greater strength in the backlog because ...

10. • Hayward Holdings Inc (HAYW) (Q1 2024) Earnings Call Transcript Highlights: Navigating Market ...

      GuruFocus.com via Yahoo Finance UK· 1 hour ago

      The near-term demand environment remains uncertain, particularly impacted by current economic conditions and higher interest rates affecting discretionary new construction, upgrade, and remodel ...