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Starwood Property Trust reported a $225 million cash‑out refinancing gain on its Florida multifamily portfolio, effectively extracting four times the original equity and hinting at a potential $1.5 billion upside. The firm completed its fourth CRE CLO, pricing at 165 basis points over SO with an 87% advance rate, underscoring strong capital market access. Data‑center lending is expanding rapidly, with a targeted $20 billion loan book backed by hyperscale tenants such as Amazon and ByteDance. Management expects 2025 to be the second‑largest origination year in company history, supported by 95% occupancy and improved rent‑affordability metrics.
St. Joe Company posted a 63% revenue jump and a 130% surge in net income for 2025, driven by a 94% rise in residential revenue and higher home‑site pricing. Residential gross margins climbed to 53% from 39%, while leasing and...
Permian Resources reported record Q2 execution, delivering 385,000 boe/d total production and 176,500 bpd of oil, surpassing its own forecasts. The company closed a $600 million Apache bolt‑on, integrating the assets within weeks and adding roughly 900 bpd of oil. Fitch...
PowerFleet reported Q3 2026 revenue up 7% YoY (9% on an apples‑to‑apples basis) and adjusted EBITDA rising 20% to $25.7 million, with margins expanding to 23%. Service revenue grew 11% and now represents 80% of total revenue, underscoring the shift to...
Churchill Downs reported 2019 net revenue of $1.3 billion and a record adjusted EBITDA of $451 million, up 32% and 37% year‑over‑year respectively. The company returned $115 million to shareholders and has now delivered over $1 billion in cumulative returns across five years while...
Brookdale Senior Living reported full‑year 2025 adjusted EBITDA of $458 million, a 19% increase and the fourth straight year of double‑digit growth. Occupancy rose to an 82.5‑83.5% weighted average, the highest level since early 2020, while RevPAR grew 5.7% and adjusted...
Harley‑Davidson reported a 28% drop in Q4 2025 revenue and a $361 million operating loss, driven by steep declines in both the HDMC and HDFS segments. Full‑year revenue fell 14% to $4.5 billion, while dealer inventory was cut 17% globally, surpassing its...
McGrath RentCorp posted Q4 2025 net income of $34.8 million, or $2.79 per share, and full‑year earnings of $134 million, $10.41 per share. Loan growth accelerated to more than 12% quarter‑over‑quarter while deposits rose 7.4% in the quarter, indicating strong demand. At...
Mirion Technologies reported record 2025 orders exceeding $1.1 billion, a 26% year‑over‑year rise driven by strong nuclear power demand and a $150 million large‑project pipeline. Acquisitions of CertRec and Paragon Energy Solutions lifted nuclear‑power revenue to roughly 40% of total sales and...
The Honest Company reported FY 2025 organic revenue of $294 million, a 5.3% increase driven by strong wipes and personal‑care consumption. Reported revenue fell 1.9% to $371.3 million as the company exited apparel, Canadian operations and direct‑fulfillment, resulting in a net loss...
Xperi reported Q4 2025 revenue of $112 million, down year‑over‑year after the expiration of a large minimum‑guarantee with Panasonic. Adjusted EBITDA fell to $23 million (21% margin) and non‑GAAP EPS slipped to $0.28, but operating cash flow rose to $8...
Acadian Asset Management reported record assets under management of $177.5 billion, a 52% increase year‑over‑year, driven by strong net client cash flows of $5.4 billion in Q4 and $29.4 billion for the full year. Management fees surged 32% to $146 million, and ENI diluted...
Seadrill reported Q4 2025 revenue of $176 million and adjusted EBITDA of $109 million, while posting a $4.7 million net loss due to a $23 million charter settlement. The company booked an $11.3 million gain on the sale of a Suezmax tanker, delivering about $26 million...
LivaNova reported Q4 2025 revenue of $361 million, a 9.5% constant‑currency increase, and delivered adjusted EPS of $0.86, marking its fifth straight year of double‑digit earnings growth. The cardiopulmonary segment grew 10% year‑over‑year, propelled by ESSENCE heart‑lung machine placements, while epilepsy...
Euroseas Ltd reported Q4 2025 revenue of $57.4 million, up 7.7% year‑over‑year, and net income of $40.5 million, driven by higher charter rates and a $9.2 million vessel‑sale gain. Adjusted EBITDA rose 24% to $40.7 million, while the board increased the annual dividend 7%...
Chatham Lodging Trust reported mixed Q3 results and outlined a Q4 outlook marked by modest RevPAR declines and steady earnings. The REIT sold five low‑performing hotels at roughly a 6% cap rate, repurchased about 500,000 shares at $6.85, and expanded...
Hovnanian Enterprises reported third‑quarter fiscal 2025 revenue of $801 million, an 11% year‑over‑year increase driven by higher deliveries. Adjusted EBITDA reached $77 million, topping the high end of management guidance, while adjusted gross margin slipped to 17.3% due to a rise in...
Steven Madden reported mixed Q3 2025 results, with consolidated revenue rising 6.9% to $667.9 million thanks largely to the Kurt Geiger acquisition, while core wholesale revenue fell 10.7% amid steep China‑U.S. tariffs. Direct‑to‑consumer sales exploded 76.6% year‑over‑year, offsetting margin pressure as gross margin...
Select Water Solutions reported $1.4 billion in consolidated revenue for 2025 and a record adjusted EBITDA of $260 million, exceeding its guidance. The Water Infrastructure segment posted a 54% gross margin in Q4 and is projected to grow 20‑25% year‑over‑year in 2026,...
Newmark Group reported a 25.9% revenue jump to $863.5 million in Q3 2025, with double‑digit growth across all major lines. Capital markets revenue surged 59.7% as debt volumes rose 129% and investment‑sale activity jumped 67%. The company completed the RealFoundations acquisition, launched...
Centrus Energy reported FY 2025 revenue of $448.7 million, a modest 1.5% increase, with gross profit rising 5% to $117.5 million and net income of $77.8 million. Growth was driven by a 21% jump in SWU sales, while uranium revenue...
Uzbekistan announced a partnership with Harvard, Stanford and the London School of Economics to launch the "Next Generation Entrepreneurs" program, overseen by the Youth Affairs Agency. The initiative targets at least 40,000 students with business‑management training, while the top 1,000...
Barrett Business Services reported an 8.6% increase in gross billings to $2.32 billion for Q4 2025, driven by strong PEO growth and a record addition of 10,400 worksite employees, up 6.1% year‑over‑year. Net income per diluted share rose 7% to $0.79,...
GoodRx reported full‑year 2024 revenue of $792.3 million, a 6% year‑over‑year increase, with Q4 revenue of $198.6 million. Adjusted EBITDA rose 20% to $260.2 million, and the adjusted EBITDA margin expanded to 32.8%, up 420 basis points. Prescription‑transaction revenue grew 5% driven by...
United Fire Group reported a record‑setting 2025 year, delivering $67 million underwriting profit, a 9% rise in net written premium to $1.3 billion, and a combined ratio of 94.8%. Investment income jumped 20% to $98 million, pushing return on equity to 13.7%, the...
Dine Brands Global reported Q3 2025 revenue up 10.8% to $216.2 million, while adjusted EBITDA fell to $49 million amid temporary restaurant closures and higher G&A costs. Applebee’s delivered 3.1% comparable‑sales growth and 22.9% off‑premise sales share, whereas IHOP posted a 1.5%...
Urban Outfitters reported a record third‑quarter revenue of $1.5 billion, up 12% year‑over‑year, and net income of $116 million, a 13% increase. All five brands posted positive comparable sales, with the Urban brand delivering a 13% global comp and Anthropologie achieving its...
Gilat Satellite Networks reported a 75% year‑over‑year revenue jump to $137 million in Q4 2025, delivering $451.7 million for the full year, driven by strong commercial, defense, and Peru segments. Adjusted EBITDA rose 50% to $18.2 million in the quarter, while GAAP gross...
Photronics reported Q2 FY2025 revenue of $211 million, flat sequentially and 3% below a year ago, staying within its guidance range. High‑end IC sales rose 2% and now represent 38% of IC revenue, while mainstream IC revenue fell 6% amid weak...
Hamilton Beach Brands reported Q4 2025 revenue of $212.9 million, essentially flat year‑over‑year, while gross margin surged to 28.3%, up 220 basis points YoY and more than 700 basis points sequentially. Operating profit rose 8% to $25.4 million, driven by strong commercial growth (over 15% annual...
Avista Corp reported consolidated earnings of $1.01 per diluted share year‑to‑date, a 30% decline from 2024, while its utility segment posted a 15% earnings increase to $1.03 per share. The company reaffirmed its 2025 consolidated earnings guidance of $2.52‑$2.72, indicating...
Aspen Aerogels reported Q4 2025 revenue of $41.3 million, bringing full‑year sales to $271.1 million. The company ended 2025 with $158.6 million in cash, but posted a GAAP net loss of $389.6 million and a negative $18 million adjusted EBITDA...
Synopsys reported record FY 2025 revenue of $7.05 billion, a 15% increase, and a backlog exceeding $11 billion, driven by the recent ANSYS acquisition and strong hardware‑assisted verification demand. The company guided FY 2026 revenue of $9.56‑$9.66 billion, with ANSYS expected to contribute $2.9 billion and...
Watts Water Technologies reported record Q4 and full‑year 2025 results, with organic sales up 8% in the quarter and 5% for the year, and reported sales rising 16% and 8% respectively. Adjusted operating margin improved to 19.6% year‑end, while adjusted...
The Honest Company finished 2025 with a strategic pull‑back from apparel, direct‑to‑consumer fulfillment, and its Canadian business, sharpening its focus on wipes, personal‑care and a leaner diaper line. Reported revenue fell to $371.3 million, yet adjusted gross margin rose to 38.7%...
Newmark Group reported record Q4 2025 revenue of $1.0 billion, up 15.3% year‑over‑year, and adjusted EPS of $0.68, surpassing guidance by $0.04. Leasing hit a billion‑dollar annual milestone while management and servicing revenues topped $1.24 billion, driven by AI‑enhanced data platforms and...
Principal Financial Group delivered a strong full‑year 2025 performance, posting adjusted non‑GAAP EPS growth of 12% and reported EPS growth near 20%, beating its own targets. Operating margins expanded to 31% and ROE rose to 15.7%, the high end of...
Amarin reported Q4 2024 revenue of $62.3 million, down from a year earlier as U.S. VASCEPA sales fell under generic pressure. Internationally, the company added pricing and reimbursement wins in Europe and grew partnership revenue, boosting total 2024 revenue to $228.6 million....
Core Laboratories reported Q4 2025 revenue of $138.3 million, up 3% sequentially and 7% year‑over‑year, driven by stronger international demand for reservoir description services. The Reservoir Description segment posted $92.3 million in revenue with a 14% operating margin, while Production Enhancement revenue...
SPS Commerce reported another year of growth, posting $751.5 million revenue for 2025, up 18% year‑over‑year, and a 13% increase in Q4 to $192.7 million. Recurring revenue rose 20% and adjusted EBITDA grew 24% to $231.4 million, while average revenue per user reached...
Angel Oak Mortgage REIT reported a second consecutive year of double‑digit net interest income growth, with NII rising 11% YoY to $41.1 million and GAAP net income jumping 53% to $44 million. Operating expenses fell 15.5% year over year, while loan purchases...
Nutanix reported Q1 FY2026 revenue of $671 million, up 13% YoY and within its $670‑$680 million guidance, while ARR grew 18% to $2.284 billion and NRR held at 109%. The company lowered its full‑year revenue outlook to $2.82‑$2.86 billion, citing higher‑than‑expected revenue deferral from...
SkyWater Technology reported Q4 2024 revenue of $75.5 million with a 26.6% gross margin, beating guidance and delivering a positive EPS of $0.04. Full‑year revenue reached a record $342 million, up 19% year‑over‑year, driven by strong ATS growth and record...
Quad/Graphics (OUT) posted Q4 2025 results with net sales of $631 million, a 5.7% decline driven by weaker paper and logistics volumes. Adjusted EBITDA fell to $55 million for the quarter and $196 million for the year, while adjusted diluted EPS held at...
The Honest Company reported FY 2025 organic revenue of $294 million, up 5.3%, driven by 30% growth in wipes and 12% in personal care, while overall reported revenue fell 1.9% due to strategic exits of apparel, Canadian operations, and direct‑fulfillment. Adjusted...
Innoviz Technologies reported record first‑half 2025 revenue of $27.1 million, a 46% YoY increase, and reduced Q2 cash burn to $7.3 million while holding $79.4 million in cash. The company reaffirmed its full‑year revenue target of $50‑$60 million and raised its NRE booking outlook...
Microsoft reported Q2 FY2026 revenue of $81.3 billion, a 17% constant‑currency increase, driven by a record $51.5 billion cloud segment that grew 26% and topped $50 billion for the first time. Operating income rose 21% and EPS jumped 24% to $4.14, while operating...
Agilon Health reported FY 2025 revenue of $5.93 billion but posted a negative medical margin of $57 million and an adjusted EBITDA loss of $296 million, with the medical cost trend rising to 6.5% and a $35 million operating expense reduction. Management guided 2026 revenue...
Hercules Capital reported record Q4 2025 performance, originating $1.06 billion in new debt and reaching $4 billion in annual originations while expanding platform AUM to $5.7 billion, a 20.5% increase. Total investment income rose 7.9% year‑over‑year to $532.5 million, and net investment income generated...
Hayward Holdings reported a 7% rise in Q3 net sales to $244 million, driven by price gains and modest volume growth, and lifted its full‑year outlook to 4‑5.5% sales growth and a 5‑7% increase in adjusted EBITDA. Gross margin expanded to...
