๐ Earnings Call Coverage
Recent recaps. Upcoming dates.
AI-synthesised summaries of recent earnings results, plus the calendar of upcoming reports across all 14 markets we cover. Every recap cites its sources.
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๐ Recent earnings recaps
8 recapsBrazilian Earnings Round-Up: Log surges 55%, BB Seguridade up 11% in Q1 2026
The Quick Take * Log (LOGG3) posted Q1 2026 net profit up 55% YoY, driven partly by asset-recycling strategy to fund capex * BB Seguridade (BBSE3) reported Q1 2026 net profit 11% higher; analysts had expected R$2.2 billion per LSEG consensus * Log's CFO cited asset-recycling โ selling assets to generate cash โ as a core pillar of its investment financing plan * Log's next moves hinge on continued asset disposals; BB Seguridade's trajectory depends on Brazil's interest-rate environment and i
May 7, 2026
Eli Lilly & T. Rowe Price Report Q1 2026 Earnings on April 30
The Quick Take * Eli Lilly (LLY) held Q1 2026 earnings call on April 30, 2026 at 10:00 AM EDT โ specific financials not disclosed in excerpt * T. Rowe Price (TROW) also reported Q1 2026 results on April 30 โ detailed figures not available from excerpt * Both earnings calls covered by Seeking Alpha (Tier 1), signaling institutional investor attention to results * Full transcripts published April 30, 2026 โ detailed guidance and management commentary available for deeper analysis * LLY as a
May 2, 2026
Alphabet & Amazon Beat Cloud Estimates on Surging AI Demand in Q1 2026
The Quick Take * Alphabet Q1 total revenue rose 22% YoY to US$109.9B, beating LSEG estimate of US$107.2B * Amazon AWS revenue surged 28% YoY to US$37.6B in Q1, surpassing consensus cloud growth estimates * Both Alphabet and Amazon stocks rose following the earnings beats, reflecting investor confidence * AI-driven cloud demand is accelerating, suggesting sustained capex and infrastructure investment ahead * Strong US hyperscaler results signal robust global AI adoption, boosting sentiment
May 1, 2026
Assaรญ Q Results In Line But Weak; Macro Pressure Weighs, Stock Drops 4%+
The Quick Take * Assaรญ reported results described as 'in line with expectations but still weak,' with macro headwinds pressuring revenue * Shares fell more than 4% following the earnings release, reflecting investor disappointment despite in-line print * Brazil's challenging macroeconomic environment โ including high interest rates and inflation โ cited as key revenue pressure * Recovery trajectory remains uncertain; investors will watch for macro stabilization before reassessing ASAI3 outl
Apr 29, 2026
Vale (VALE3) tests critical price zone ahead of Q1 2026 earnings release
The Quick Take * Vale releases Q1 2026 earnings after market close on April 28, following a positive operational preview * VALE3 shares are trading at a technically decisive price zone, flagged as a key chart level by analysts * Positive operational preview ahead of the print has set a cautiously optimistic tone for the stock * Q1 results due after close will be the primary catalyst determining VALE3's next directional move * As one of the world's largest iron ore producers, Vale's results
Apr 29, 2026
Embraer (EMBJ3) Breaks Order Backlog Record in Q1 2026, Analysts Turn More Bullish
The Quick Take * Embraer (EMBJ3) renewed its all-time order record in Q1 2026, signalling exceptional commercial demand * The company posted solid operational results in Q1, reinforcing confidence in its growth trajectory * Analysts cited by InfoMoney reinforced optimism following the record-breaking order intake data * Strong backlog momentum sets the stage for sustained revenue visibility through 2026 and beyond * Embraer's rising order book is positive for global regional aviation suppl
Apr 29, 2026
JSL posts R$2.8bn gross revenue in Q1 2026, services up 2.1%
The Quick Take * JSL (JSLG3) reported Q1 2026 gross revenue of ~R$2.8bn, with services revenue up 2.1% to R$2.690bn * Asset sales revenue grew 4.4% to R$104mn, signalling steady fleet renewal activity * No market reaction data or analyst commentary available in current coverage * Full earnings release expected to provide EBITDA, net income and 2026 guidance details * Brazilian logistics sector results may interest EM-focused Asian funds tracking BRL-denominated freight assets Synthesized
Apr 29, 2026
Gerdau Q1 2026 Net Profit Surges 34% YoY to R$1 Billion on Cost Gains
The Quick Take * Gerdau reported Q1 2026 net profit of R$1 billion, a 34% year-over-year increase * Shares rose following results, driven by better-than-expected costs in Brazil operations * North America segment showed resilience, providing geographic revenue diversification * Improved cost structure in Brazil suggests potential margin expansion in coming quarters * As a major steel producer with North American exposure, tariff and trade policy shifts in the US could impact Gerdau's cross
Apr 29, 2026
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How earnings call coverage works
When a company reports earnings, our editorial system synthesises the announcement, management commentary, analyst reactions, and price movement into a structured recap with sentiment indicators and source citations. Recaps are written by the desk editor whose beat covers the company (e.g., banking earnings โ Sarah Williams, Asia tech โ Anjali Mehta). Read the methodology for our full process.