Here's our initial take on CarMax's (KMX 5.74%) fiscal 2026 first-quarter financial report.Key MetricsMetricQ1 FY 2025Q1 FY 2026Changevs. ExpectationsTotal revenue$7.11 billion$7.55 billion+6%BeatAdjusted earnings per share$0.97$1.38+42%BeatRetail used vehicle unit sales211,132230,210+9%n/aAverage used vehicle price$26,526$26,120-1.5%n/aCarMax Stays Strong Across the BusinessThere were a lot of good things to see in CarMax's financial report for the first quarter of its 2026 fiscal year. Total vehicle unit ...

Welcome back to Fast Money. All week long, we are talking to the companies leading the new era of AI on this year's CNBC Disruptor 50 list. Number six on the list is RAMP, a financial operations platform trying to help companies automate the spending process.CEO Eric Glimman is here on the set. Eric, thanks for being here with us here in person. Congratulations on your ranking on the CDC's disruptor list.Thanks so much for having me. Can you walk us through because you've made the list before. What if what ...

Expensify (EXFY) 2025 Conference June 10, 2025 01:00 PM ET Speaker0 Alright. Well, good afternoon and good morning, everybody. Dan Jester, BMO Software Research here. Thanks again for joining our next session of our virtual event today. We're very pleased to have Expensify joining us, and we have Derek David Barrett, is the founder and the CEO with us today. So, David, thanks for joining us. Speaker1 Hey. Thanks so much for having me. Speaker0 Pleasure. Thank you so much. In terms of logistics, for those of ...

HireQuest (HQI) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, everyone, and thank you for participating in today's conference call to discuss HireQuest's financial results for the First Quarter ended 03/31/2025. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the call over to Jennifer Belladeau of IMS Investor Relations. Please go a ...

Mistras Group (MG) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Thomas Tobolski - TreasurerNatalia Shuman - President & CEOEdward Prajzner - Senior EVP & CFOMitchell Pinheiro - Director - Research Conference Call Participants John Franzreb - Senior Equity AnalystChristopher Sakai - Analyst Operator Good day, everyone. My name is Abigail, and I will be your conference operator today. At this time, I would like to welcome you to Mistras Group Inc q one twenty twenty five earnings call. ...

Stonegate Capital Partners Updates 1Q25 Report on OppFi, Inc. (OPFI)May 08, 2025 8:34 AM EDT | Source: Reportable, Inc. Dallas, Texas--(Newsfile Corp. - May 8, 2025) - OppFi, Inc. (NYSE: OPFI) : Stonegate Capital Partners Updates Coverage on OppFi (NYSE: OPFI). OPFI reported revenue, adj. Net Income, and adj. EPS of $140.3M, $33.8M, and $0.38, respectively. This compares to our/consensus estimates of $141.5M/$137.7M, $23.4M/$22.5M, and $0.26/$0.25. Net revenue margin was 64.7% for the quarter, ...

Reinvigorated senior leadership with recently on-boarded, high-caliber positions with proven industry experience, to focus on delivering value to customers Integrated Data Solutions capabilities for customers worldwide combining data-centric services, software solutions, and technology, to evolve a scalable, full life cycle asset protection ecosystem Unified accredited laboratories with integrated service capabilities, to significantly reduce cycle times, increase speed to market and simplify quality assur ...

Financial Data and Key Metrics Changes - The company reported revenue of $218.1 million, representing a 13% year-over-year increase from $193.1 million in the same quarter last year [8][23] - Adjusted EBITDA was $10.8 million, with a margin of 4.9%, significantly improving from $3 million in the third quarter of fiscal year 2024 [9][30] - The net loss for the quarter was $11.1 million, compared to a net loss of $6.2 million in the same quarter last year [29] Business Line Data and Key Metrics Changes - Census grew to approximately 7,530 participants, reflecting a 10% annual increase [10][23] - Center level contribution was $40.7 million, with an 18.7% margin, improving by approximately 110 basis points year-over-year [8][27] - External provider costs were $107.9 million, a 7.9% increase compared to the same quarter last year, driven by an increase in member months [25][26] Market Data and Key Metrics Changes - The increase in member months was primarily due to growth in existing California and Colorado centers, along with new centers in Florida [24] - The company experienced a modest sequential growth in census due to seasonal headwinds during Medicare's Annual Enrollment Period [12] Company Strategy and Development Direction - The company is focused on operational excellence and greater organizational efficiency, aiming to build a scalable, tech-enabled platform for sustainable growth [11][19] - The transformation efforts are described as more ambitious than previous improvement initiatives, with a comprehensive approach to reimagine operations and value creation [11][20] - The company is actively engaging with policymakers to advocate for the PACE model, emphasizing its value for seniors and the healthcare system [7][47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a healthcare environment marked by policy uncertainty, reaffirming fiscal year 2025 earnings guidance [6][33] - The company is optimistic about the long-term value of the PACE model, which is seen as resilient in uncertain policy environments [20][21] - Management highlighted the importance of maintaining strong cost discipline while delivering quality outcomes for participants [14][19] Other Important Information - The company has successfully integrated pharmacy services into its clinical model, which is expected to enhance medication adherence and reduce costs [18] - The flu vaccination rate for participants is reported at 77%, significantly above the national average for seniors [15] Q&A Session Summary Question: Initial 2026 guidance and Medicare/Medicaid rate development - Management indicated that it is early for 2026 guidance but expects reasonable Medicare rates and some positive indications for Medicaid rates [36][38] Question: Changes in pharmacy utilization trends - Management noted no significant changes in pharmacy utilization trends, emphasizing that their reimbursement model differs from traditional Medicare Advantage [42][43] Question: Engagement with regulators regarding PACE - Management confirmed increased engagement with regulators, focusing on the value of PACE and the populations served, while addressing potential risks related to eligibility and state budgets [46][49] Question: De novo losses and enrollment trends - Management reported that de novo losses are tracking with expectations, with positive momentum in new markets [66][68] Question: Cost of care and investments - Management acknowledged increased costs due to insourcing certain services but expects a more normalized growth rate going forward [73][75]

ONE Gas (OGS) Q1 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Erin Dailey - Director of Investor Relations & SustainabilityRobert McAnnally - President & CEOChristopher Sighinolfi - Senior VP & CFOCurtis Dinan - Senior VP & COOBill Appicelli - Executive Director, Head of North America Power & Utilities ResearchChristopher Jeffrey - Equity Research Senior AssociatePaul Fremont - Managing Director Conference Call Participants Julien Dumoulin-Smith - Research Analyst Operator Good day, and ...

ONE Gas (OGS) Q1 2025 Earnings Call May 06, 2025 11:00 AM ET Speaker0 Good day, and welcome to the ONE Gas First Quarter Earnings Conference Call and Webcast. Today's conference is being recorded. At this time, I would like to turn the conference over to Erin Daly. Please go ahead, Ms. Daly. Speaker1 Thank you, Cole. Good morning, everyone, and thank you for joining us on our first quarter twenty twenty five earnings conference call. This call is being webcast live and a replay will be available later today ...