Southland Holdings Inc (AMEX:SLND)

Q1 2026 Southland Holdings Inc Earnings Call Transcript

May 13, 2026 / 02:00 PM GMT

Release Date Price: $1.26 (-8.03%)

Transcript 10-Q8-K

Key Points

Positve

Southland Holdings Inc (SLND) has made strong progress on its strategic plan and capital structure, with surety partners assuming debt and waiving principal and interest payments, providing financial flexibility.
The company received approximately $125 million in advances from surety partners to support active bonded projects, reflecting confidence in their operating plan.
Southland Holdings Inc (SLND) is actively monetizing idle assets and non-core real estate to reduce debt, with expectations of increased activity in the coming quarters.
The Civil segment achieved a 14% gross margin, driven by execution on core projects, indicating strong performance in this area.
The company has a robust pipeline of opportunities, including several key bids and proposals expected to be submitted, supported by strong market demand in federal, state, and local infrastructure funding.

Negative

First quarter revenue decreased to $172 million from $239 million in the same period in 2025, indicating a decline in overall sales.
The company reported a gross loss of $4.8 million for the quarter, primarily due to unfavorable adjustments from legacy dispute resolutions.
Net loss attributable to Southland Holdings Inc (SLND) stockholders was $28.4 million, a significant increase from a net loss of $4.6 million in the first quarter of 2025.
EBITDA was negative $14.1 million, compared to a positive $10.1 million in the first quarter of 2025, highlighting operational challenges.
The Transportation segment experienced a gross loss of $19.4 million, driven by unfavorable adjustments from dispute resolutions, impacting overall profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SLND.A - Southland Holdings Inc
Q1 2026 Southland Holdings Inc Earnings Call
May 13, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Tracy, and I will be your conference operator today. At this time, I would like to welcome everyone to the Southland First Quarter 2026 Earnings Conference Call.

All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. To withdraw your question, press star one again.

Thank you. Alex, you may begin your conference.

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Unidentified_2 [2]
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