News•Feb 19, 2026
Wayfair Inc (W) Q4 2025 Earnings Call Transcript
Wayfair reported Q4 2025 revenue up 6.9% YoY (7.8% excluding Germany), with adjusted gross margin steady at 30.3% and contribution margin improving to 15.3%. Adjusted EBITDA surged to $224 million, driving full‑year EBITDA above $743 million and free cash flow up 40% to $145 million. The company highlighted over 1 million Wayfair Rewards members, new large‑format stores in Atlanta and Denver, and AI initiatives to boost efficiency. Guidance for Q1 2026 projects mid‑single‑digit revenue growth and adjusted EBITDA margin of 4.5%‑5.5%.
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Savers Value Village Inc (SVV) Q4 2025 Earnings Call Transcript
InvenTrust Properties Corp. reported a robust 2025 year, delivering 5.3% same‑property NOI growth and a 6.2% rise in NAREIT FFO to $1.89 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt to adjusted...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Opendoor Technologies Inc (OPEN) Q4 2025 Earnings Call Transcript
Opendoor reported $1.6 billion revenue for the quarter and posted its first adjusted EBITDA profit in three years, $23 million, driven by wider offer spreads and pre‑spring acquisition timing. The company completed a full rollout of its agent‑driven platform, which is delivering...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Guardant Health Inc (GH) Q4 2025 Earnings Call Transcript
GE HealthCare reported Q4 2025 revenue of $5.7 billion, up 4.8% organically, and posted a record backlog of $21.8 billion with a book‑to‑bill ratio of 1.06. Adjusted EBIT margin slipped to 16.7% after a $100 million tariff hit, while adjusted EPS fell 0.7%...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Strawberry Fields Reit Inc (STRW) Q4 2025 Earnings Call Transcript
Star Equity Holdings reported Q4 2025 revenue of $48 million, a 30% increase driven primarily by the August 2025 merger. Net loss widened to $1.8 million, but adjusted earnings turned positive at $0.02 per share, with pro forma EPS of $0.19. Adjusted...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Bandwidth Inc (BAND) Q4 2025 Earnings Call Transcript
Bandwidth reported $754 million total revenue for 2025, reflecting 10% organic year‑over‑year growth and double‑digit expansion in both voice and messaging segments. Adjusted EBITDA reached $93 million with a 17% margin, and free cash flow hit $57 million, surpassing multi‑year cash targets. Management...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Barings BDC Inc (BBDC) Q4 2025 Earnings Call Transcript
Barings BDC reported a fourth‑quarter NAV of $11.09 per share, essentially unchanged from the prior quarter, while net investment income slipped to $0.27 per share. The firm declared a $0.26 quarterly dividend, delivering a 9.4% annualized yield on NAV, and...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Upbound Group Inc (UPBD) Q4 2025 Earnings Call Transcript
Upbound Group reported record annual revenue of $4.7 billion, an 8.7% increase, and free cash flow of $180 million, the highest since 2022. The recent Bridget acquisition contributed $64.6 million in Q4 revenue and boosted paid‑subscriber numbers by nearly 30%. Adjusted EBITDA reached...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
WillScot Holdings Corp (WSC) Q4 2025 Earnings Call Transcript
WESCO International reported record fourth‑quarter revenue of $6.1 billion, a 10% year‑over‑year increase driven by 9% organic growth. Data‑center sales exploded 30% to $1.2 billion, pushing full‑year data‑center revenue to $4.3 billion, roughly 18% of total sales. Adjusted EBITDA rose to $409 million with...
By Motley Fool – Earnings Transcripts
Blog•Feb 19, 2026
From the Microsoft Dynamics GP Blogs: Check Batches; Use Copilot in GP; What's Next in Reporting; GP Limitations Slowing Finance
Microsoft Dynamics GP users are confronting three intertwined challenges: check‑batch processing is degrading, Microsoft Copilot is now accessible within GP, and reporting capabilities are evolving while legacy limitations hinder finance teams. A slowdown traced to the PM20100 remittance table can...
By MSDynamicsWorld
News•Feb 19, 2026
Universal Display Corp (OLED) Q4 2025 Earnings Call Transcript
UDR reported fourth‑quarter 2025 FFOA of $0.64 per share and a full‑year total of $2.54, both hitting the midpoint of its guidance range. Same‑store NOI growth outperformed expectations while occupancy held steady in the high‑96% range. For 2026 the company...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Ardelyx Inc (ARDX) Q4 2025 Earnings Call Transcript
Ardelyx reported Q4 2025 revenue of $110.3 million, driven primarily by a 92% year‑over‑year surge in IBSRELA sales to $78.2 million. The company raised its full‑year IBSRELA revenue guidance to $270‑$275 million and posted a net loss of roughly $1 million, while cash balances...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Uzbekistan and United States Create Foundation for Systematic Economic Cooperation
Uzbek President Shavkat Mirziyoyev visited Washington on February 18, signing a suite of agreements that lay the groundwork for systematic economic cooperation with the United States. The deals target expanded U.S. investment in Uzbek critical minerals, petrochemicals, energy, agriculture, water‑resource management...
By Eurasianet
News•Feb 19, 2026
AXT Inc (AXTI) Q4 2025 Earnings Call Transcript
Axcelis Technologies reported Q4 2025 revenue of $238 million and non‑GAAP EPS of $1.49, both surpassing internal forecasts, driven by a record $82 million CS&I aftermarket performance and a favorable product mix. Bookings rose to $128 million and the company exited the quarter...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Quanta Services Inc (PWR) Q4 2025 Earnings Call Transcript
Quanta Services reported a record full‑year 2025 revenue of $28.5 billion, up 20% year‑over‑year, and posted all‑time highs in adjusted EBITDA, EPS, cash flow and free cash flow. The company ended the year with a $44 billion backlog, the strongest ever, driven...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Ryerson Holding Corp (RYI) Q4 2025 Earnings Call Transcript
Ryan Specialty Holdings reported a 21% revenue surge to $3.0 billion in 2025, propelled by 10.1% organic growth and a 10‑point M&A contribution. Adjusted EBITDAC rose 19.2% to $967 million, though margins slipped as the company invested heavily in talent, technology, and...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
LKQ Corp (LKQ) Q4 2025 Earnings Call Transcript
LKQ Corp reported Q4 2025 revenue of $3.3 billion, a 2.7% year‑over‑year increase, while adjusted diluted EPS fell to $0.59 from $0.78. Free cash flow reached $847 million for the year, surpassing its $825 million target, and the company repaid over $500 million of...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Metallus Inc (MTUS) Q4 2025 Earnings Call Transcript
Metallus Inc reported a sequential decline in fourth‑quarter shipments and net sales, resulting in a GAAP loss of $14.3 million and adjusted EBITDA of $2.4 million. Annual shipments rose 14% year‑over‑year, and the order book expanded over 50%, pushing lead times into...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
UL Solutions Inc (ULS) Q4 2025 Earnings Call Transcript
UL Solutions reported record full‑year revenue of $3.1 billion, up 6.4% (6.2% organic), and a Q4 revenue of $789 million, up 0.8% (5.7% organic). Adjusted EBITDA margin expanded 300 basis points to 25.9% for the year and 27.5% in Q4, while free...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
TechnipFMC PLC (FTI) Q4 2025 Earnings Call Transcript
TechnipFMC reported full‑year 2025 revenue of $9.9 billion, up 9%, and adjusted EBITDA of $1.8 billion, a 33% increase driven by strong operating leverage. The Subsea segment generated $10.1 billion of inbound orders, with more than 80% awarded on a direct basis through...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
World Kinect Corp (WKC) Q4 2025 Earnings Call Transcript
World Kinect Corp (WKC) posted record free cash flow of $2.5 billion for 2025 and a $769 million Q4 surge, driving a stronger balance sheet and enabling a 40% free‑cash‑flow payout target. Margins rose 66% to $2,283 per ounce, while all‑in sustaining...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Texas Roadhouse Inc (TXRH) Q4 2025 Earnings Call Transcript
Texas Roadhouse reported total revenue just under $5.9 billion for 2025, with all three brands posting both sales and traffic growth. Same‑store sales rose 4.9% year‑over‑year, driven primarily by a 2.8% increase in guest traffic. Restaurant margin slipped to 13.9% as...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Integer Holdings Corp (ITGR) Q4 2025 Earnings Call Transcript
Integer Holdings reported an 8% rise in full‑year sales to $1.85 billion, with organic growth above 6%, and a 21% jump in adjusted EPS to $6.40. Adjusted operating income grew 13% and the operating margin expanded to 17.3%, driven by gross‑margin...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Yeti Holdings Inc (YETI) Q4 2025 Earnings Call Transcript
YETI Holdings reported a record Q4 2025 with net sales of $583.7 million, up 5 % year‑over‑year, driven by 6 % growth in drinkware and a 25 % surge in international revenue. Adjusted gross margin fell to 58.4 % as tariffs added a 310‑basis‑point cost...
By Motley Fool – Earnings Transcripts
Social•Feb 18, 2026
Discover Your Founder Type with Vora IQ Quiz
Check out this FounderDNA quiz we created for our Vora IQ users. What type of founder are you? https://www.voraiq.com/quiz
By Man of Skillz
News•Feb 19, 2026
DT Midstream Inc (DTM) Q4 2025 Earnings Call Transcript
DT Midstream reported 2025 adjusted EBITDA of $1.138 billion, a 17% increase driven by a 27% surge in its Pipeline segment after the Midwest Pipeline acquisition. The company declared a quarterly dividend of $0.88 per share, up 7.3%, and achieved investment‑grade...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Copart Inc (CPRT) Q2 2026 Earnings Call Transcript
Motorcar Parts of America (MPAA) trimmed its FY 2026 sales outlook to $750‑$760 million, reflecting a $50 million shortfall from a major customer’s store closures. Gross margin fell to 19.6% year‑over‑year but rose sequentially, and operating income is projected between $72 million and...
By Motley Fool – Earnings Transcripts
News•Feb 18, 2026
Zuckerberg Grilled About Meta's Strategy to Target 'Teens' And 'Tweens'
Meta CEO Mark Zuckerberg testified in Los Angeles as part of a high‑profile social‑media addiction trial, facing questions about internal documents that show the company deliberately targeted users as young as ten. Plaintiffs highlighted memos from 2015‑2018 that set goals...
By NPR — Economy
News•Feb 18, 2026
Booking CEO Touts Ties With Independent Hotels as Agentic AI and Airbnb Seek Gains
Booking Holdings CEO Glenn Fogel emphasized the platform’s deep ties with independent hotels, which supply the bulk of its room nights, as the company confronts rising pressure from AI‑driven travel agents and Airbnb’s expansion into the boutique‑hotel segment. He announced...
By Skift – Technology
News•Feb 18, 2026
Who Is Department M, the Company in Talks to Acquire a Stake in Neon?
Neon is in negotiations to sell a significant, undisclosed stake to Department M, a production company founded in 2024 by former AGBO president Mike Larocca and ex‑New Regency chief Michael Schaefer. Backed by a private‑investor consortium, Department M brings a slate that includes Steven...
By IndieWire
News•Feb 18, 2026
Matthew Lewis Labarre: Building a Business for the Youngest Athletes
Matthew Lewis Labarre launched Never Too Young FC in 2021 to serve children ages three to five who were excluded from traditional soccer programs. The company blends introductory soccer drills with age‑appropriate nutrition lessons, creating a playful yet structured environment....
By CEOWORLD magazine
News•Feb 18, 2026
IRS CIO Says Agency Lost 40% of Tech Workers Last Year
The Internal Revenue Service’s Chief Information Officer disclosed that the agency shed roughly 40% of its IT workforce and almost 80% of its technology leadership last year, marking the deepest attrition in two decades. The cuts stemmed from voluntary separations,...
By Federal News Network
News•Feb 18, 2026
Wyndham Takes $160 Million Hit After European Franchisee Files for Insolvency
Wyndham Hotels disclosed a $160 million charge after its largest European franchisee, Revo Hospitality Group, entered self‑administration in January. The charge covers uncollectible receivables, asset impairments and a write‑down of the Vienna House trademark acquired in 2022. Despite the setback, the...
By Skift – Technology
News•Feb 18, 2026
High-Yield Prospects: February 18 Edition
The February 18 edition spotlights ETFs that deliver at least a 5% annual dividend yield, hold over $100 million in assets, and trade with a 20‑day average volume above 0.5 million shares. The list features a mix of traditional dividend funds, leveraged products,...
By ETF Database (VettaFi)
News•Feb 18, 2026
Etsy Sells Secondhand Clothing Marketplace Depop to eBay for $1.2B
Etsy announced it will sell its second‑hand fashion app Depop to eBay for $1.2 billion in cash. Depop, which posted roughly $1 billion in gross merchandise volume and 7 million active buyers in 2025, was acquired by Etsy in 2021 for $1.62 billion. The...
By TechCrunch — Mergers & Acquisitions
Blog•Feb 18, 2026
The Career Accelerator: Why Leaders Choose TMSA with Jennifer Karpus-Romain
The Transportation Marketing & Sales Association (TMSA) is positioning itself as the premier career accelerator for logistics sales and marketing professionals. It has introduced a five‑track, "track‑based" education model that matches learning to specific roles, from company leaders to practitioners....
By The Logistics of Logistics
Blog•Feb 18, 2026
Warren Buffett: Beware The Investment Activity That Produces Applause
In this episode, Warren Buffett’s 2008 shareholder letter is dissected to highlight timeless investment principles amid market turbulence. Buffett stresses that pessimism, not euphoria, should guide investors, urging disciplined valuation, liquidity, and patience during downturns while warning against chasing applause...
By The Acquirer’s Multiple (Blog)
Blog•Feb 18, 2026
Ed Wachenheim: Homebuilders, Cyclicals & GM Trim Explained
In this episode, Ed Wachenheim of Greenhaven Associates discusses his $6.1‑$6.2 billion equity portfolio, which remains heavily concentrated in cyclical and housing‑related stocks such as General Motors, Lennar, Toll Brothers, PulteGroup and D.R. Horton. He explains recent trims—most notably a 34%...
By The Acquirer’s Multiple (Blog)
News•Feb 18, 2026
Cautious on Acquisitions, Some Nursing Home Operators Shift Focus to Value-Based Investments
Nursing home operators are slowing mergers and acquisitions in 2026 as inflated asset prices and an aging facility stock raise concerns about long‑term sustainability. Leaders such as A.G. Rhodes, Diversicare and Focused Post‑Acute are prioritizing capital for modernization, data analytics...
By Skilled Nursing News
News•Feb 18, 2026
Manie Du Bruyn’s Rise: Real Estate, Mining, and the Long Game
Manie Du Bruyn founded Black Lion Property Group in 2015 and built a portfolio of high‑demand residential and mixed‑use projects in Pretoria, emphasizing reinvestment and a 30‑year horizon. Leveraging the disciplined financial and operational framework of the property business, he launched Black Lion...
By CEOWORLD magazine
News•Feb 18, 2026
Geopolitical Analysis: U.S. Space Strategy in Africa Facing Chinese Competition
The Atlantic Council’s 2026 strategic analysis warns that the United States must overhaul its commercial partnership model with African nations to counter China’s accelerating foothold in the continent’s space economy. China’s 2025 handover of a telemetry, tracking and command station...
By SatNews
Social•Feb 18, 2026
US Vaccine Policy Shift Boosts MRNA Stock Appeal
Macro: US vaccine-policy swing heightens regulatory risk; FDA will review Moderna’s flu shot. Key: public dispute, amended filing; decision by Aug 5. Risk: political oversight. Trade: Buy MRNA. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 18, 2026
Entrepreneurial Mindset Now Essential for Venture Capital Success
Thrive just announced a new $10B fund. “[early on] a very prominent endowment passed on Thrive because they thought I was too much of an entrepreneur.” — @JoshuaKushner via @patrick_oshag’s pod I’m biased but believe an entrepreneurial mindset is increasingly important in...
By Ryan Hoover
News•Feb 18, 2026
REMAX Names New President; Tech Exec Joins Offerpad Board
REMAX promoted Chris Lim, who joined a year ago as chief growth officer, to president while keeping his growth responsibilities. Lim, formerly president of Christie’s International Real Estate, will now oversee the global network, emphasizing international expansion and affiliate services....
By Real Estate News (REN)
Social•Feb 18, 2026
Packed 24‑Hour Macro Calendar: Japan, US, China Data
The global macro docket for the next 24 hours of trade pics up. Japan has machinery orders, mfg activity survey, a 1-year and 20-year JGB auction, Jan CPI. Walmart and Alibaba report earnings. US and Canada trade balance. PBOC rate setting. Start...
By John Kicklighter
Blog•Feb 18, 2026
Fourth Circuit Court Vacates Injunction Against DEI Executive Orders
On February 6, 2026 the U.S. Fourth Circuit Court of Appeals vacated a nationwide preliminary injunction that had blocked two Trump‑era executive orders targeting diversity, equity and inclusion (DEI) programs in federal contracting and grantmaking. The court ruled the plaintiffs...
By California HRWatchdog
News•Feb 18, 2026
United Airlines CFO Drops Biggest Hint Yet About JetBlue Merger
United Airlines CFO Michael Leskinen hinted at a possible United‑JetBlue merger during a Barclays conference, suggesting the airline sees value in industry consolidation. He also disclosed that United will ground its Pratt & Whitney‑powered 777 fleet this summer, temporarily curbing...
By Live and Let’s Fly
Social•Feb 18, 2026
Income Gaps Fuel Migration Across CARICOM Nations
Stark differences in income drive migration within CARICOM (and these are official data). More at today's Chartbook Top Links: https://t.co/DaCnHTI3Wj
By Adam Tooze
News•Feb 18, 2026
Benjamin Berkowitz: Building a Career in Retail Real Estate
Benjamin Berkowitz, Vice President at Colonial Commercial Real Estate and co‑founder of Pearl Capital, has completed more than $60 million in retail transaction volume across Texas. After rising from sales associate to VP, he added tenant‑representation for autonomous‑drone firm Flytrex, broadening...
By CEOWORLD magazine
News•Feb 18, 2026
If You’re Not Tracking These 10 PR KPIs in 2026, You’re Already Behind
The article outlines ten essential PR KPIs that have evolved for 2026, integrating AI-driven metrics such as Share of Search Influence and Emotion‑Weighted Sentiment. Traditional measures like Share of Voice remain core, but new dimensions assess message semantics, outlet authority,...
By Chief Marketer