Know What's Happening in CFO Pulse
Know What's Happening in CFO Pulse
Finance leaders face a “year-two problem” where B2B payments upgrades fail to deliver expected gains without refined data and processes. The article argues that execution velocity—how quickly firms turn standardized transactional data into actionable decisions—will be the decisive KPI. CFOs are urged to shift from mere platform projects to building a performance architecture that embeds AI, automation, and supplier collaboration. Success hinges on re‑engineering data quality, workflow integration, and real‑time cash‑flow insights.
Could you operate your company with half the people? Jack Dorsey’s announcement yesterday, reducing Block’s headcount from 10,000 to 6,000, should provoke this question in every management team. The stock surged 24%. Dorsey’s memo framed it as inevitable : Within...
Carr, Riggs & Ingram (CRI) announced the launch of a dedicated capital‑markets practice focused on IPO readiness, SEC reporting, PCAOB‑compliant audits, and private‑equity accounting for small‑cap and middle‑market firms. Brent Leslie was named partner‑in‑charge, with Michael Corkery, Elizabeth Marks and...
Julie Lamb has been promoted to Chief Talent Officer of AEG’s ticketing arm AXS, while Jason Boxer moves up to Chief Financial Officer. Both previously served as senior vice presidents—Lamb in HR and Boxer in accounting and finance. Their new...
Astorg announced that Edouard Pillot, co‑head of its mid‑cap private‑equity team, will depart the firm. Lionel de Posson, Pillot’s fellow co‑head, will assume sole leadership of the mid‑cap unit. The change follows an internal restructuring aimed at streamlining decision‑making. Astorg...
Treasury teams are confronting a new era where AI, blockchain and tariff volatility are reshaping supply‑chain finance. A Citi Institute report finds 36% of large corporates now use AI in trade, with 72% seeking working‑capital gains and liquidity release. Tariff...
Atlanta‑based GoTo Foods, the parent of seven restaurant brands including McAlister’s, Cinnabon and Jamba, announced the appointment of Brett Ubl as chief financial officer and Francisco Bram as chief growth officer. Both executives arrive with deep experience in franchise finance and digital...
Carter's Inc. reported flat Q3 net sales of $758 million but saw adjusted operating income plunge to $39 million as tariffs pushed effective duty rates into the high‑30% range, adding $200‑250 million of pre‑mitigation costs. The company announced a strategic rightsizing plan that...
Lucas Zettle, after a five‑year rise at Webtrends, returned to Aldrich as CFO, leveraging long‑standing relationships built during his early career. He emphasizes that finance teams should prioritize process and clear SOPs before deploying new technology. Zettle tracks days‑to‑close and...
Here’s the most impressive thing about Claude for Excel: It’s intuition on how to structure a model and build input levers at exactly right level, and outputs in the right format is very impressive. Better than a typical analyst. That means not only...
#CIOChat Q3: Yet CIOs still owe CFOs defensible numbers and audit-ready plans. How are you reconciling professional budget requirements with uncertainty. Are you using rolling forecasts, dynamic reserves, probabilistic models, or something else? https://t.co/OO17dBefNJ
CFO Nicola Perin credits a solid administrative foundation for OVS’s growth, highlighted by the 2014 spin‑off of OVS‑Upim that paved the way for a public listing. He later led Italy’s first sustainability‑linked bond, raising €160 million at a 2.25% fixed rate...
Papa John’s announced a sweeping cost‑savings program that includes closing 300 under‑performing restaurants—200 of them this year—and laying off 7% of its corporate workforce. The plan aims to generate at least $25 million in savings through 2027, with $13 million expected in...
Ecovyst reported Q2 2025 Ecoservices sales of $176 million, a 14% year‑over‑year increase driven by higher sulfur pass‑throughs and the newly acquired Wagaman site. Adjusted EBITDA reached just under $56 million, surpassing the top end of its non‑GAAP guidance. The company closed...
Alpha Teknova reported Q4 2025 revenue of $10.5 million, a 9% year‑over‑year increase and the fifth consecutive quarter of growth, driven primarily by its Lab Essentials catalog line. Lab Essentials revenue rose 16% to $8.3 million, while Clinical Solutions revenue slipped 13%...
Amkor Technology reported Q4 2025 revenue of $1.89 billion, up 16% year‑over‑year, and EPS of $0.69, beating the top end of guidance. Full‑year revenue reached $6.7 billion, a 6% increase, with advanced packaging revenue setting a new record after a 7% rise....
ICF International reported Q3 2025 revenue of $465.4 million, a 10% YoY decline driven primarily by a 29.8% drop in federal contract earnings amid a government shutdown. Non‑federal segments, especially commercial energy, offset some weakness, posting 24% revenue growth and...
Papa John’s reported a 1% drop in global system‑wide sales for Q4 2025, with North America comparable sales falling 5% while international markets rose 6%, led by a 7% gain in the UK. Total revenue slipped 6% to $498 million and...
Loar Holdings reported record Q2 2025 sales of $123 million, a 13% year‑over‑year increase driven by commercial aftermarket, OEM and defense segments. Adjusted EBITDA rose to a record $38.3% margin, up 220 basis points, despite added public‑company costs. Management lifted full‑year...
Donaldson Company reported a modest 1% sales increase to $940 million, driven by pricing and volume growth, while adjusted EPS rose 8% to $0.99 and operating margin improved by 80 basis points. Gross margin slipped 110 basis points to 34.5% as...
Solventum Corp reported Q4 FY2025 results, posting 3.5% organic sales growth and $2.0 billion in revenue, though reported sales fell 3.7% because of the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5% and adjusted operating income...
Heron Therapeutics reported full‑year 2025 net product sales of $155 million and adjusted EBITDA of $14.7 million, surpassing its guidance. Acute Care drove growth, with ZYNRELEF revenue up 48% YoY and the franchise expanding 57% overall, helped by the CrossLink IGNITE incentive program,...
Lindblad Expeditions reported record Q3 2025 results, posting $240 million revenue, a 16.6% year‑over‑year increase, and a historic adjusted EBITDA of $57.3 million, up 25%. Occupancy rose to 88% despite a 5% capacity expansion, driving net yield to $1,314 per available guest...
EnPro Industries reported a strong fourth‑quarter 2025, with revenue climbing 14.3% to $295.4 million and adjusted EBITDA rising 19.2% to $69.4 million, delivering adjusted diluted EPS of $1.99, up nearly 27%. Both Sealing Technologies and Advanced Surface Technologies posted double‑digit sales growth,...
Frontdoor reported Q3 2025 revenue of $618 million, a 14% year‑over‑year increase driven by volume growth and higher pricing. Adjusted EBITDA rose 18% to $195 million, with gross margin expanding to 57% and free cash flow conversion improving to 60%....
Daqo New Energy reported a 39.7% drop in annual polysilicon production to 123,652 metric tons, staying within its guided range, while sales outpaced output at 126,707 tons. Revenue fell 35% to $665 million and average selling price slipped 7.2%, yet the...
Thryv Holdings reported a 34% year‑over‑year increase in SaaS revenue, reaching $461 million for the full year, while SaaS adjusted EBITDA hit $73.8 million. The company highlighted the strategic impact of its Keap acquisition and the rapid growth of its Marketing Center,...
Marcus Corp reported a 9.7% drop in consolidated revenue to $210 million for fiscal Q3 2025, driven primarily by a 16% decline in theater revenue and an 18.7% fall in attendance that left box‑office performance 3.8 percentage points below the national average....
Morningstar DBRS assigned a BBB rating with a Stable trend to ARC Resources Ltd.'s senior unsecured notes offering, comprising C$400 million at 3.349% due 2029 and C$550 million at 4.104% due 2033. The company plans to use net proceeds to refinance existing...
How much money is too much money for employees to take out in a secondary? What are the appropriate guard rails to run a tender offer as a CFO? And is the rise of SPVs helping or hurting the reputation...
Onity Group announced the appointment of Aulene Wessel, a former executive vice president at Truist, as its new chief accounting officer. Wessel replaces Francois Grunenwald, who will exit after a transition period. Her résumé includes senior roles at SoFi, Silicon...
Walmart’s CEO John Furner said the retailer’s supply‑chain capital spending will likely peak this year and next, as automation projects accelerate. Twenty‑three of its 42 U.S. distribution centers are being retrofitted with robotics, and similar initiatives are beginning abroad. About...
Astera Labs reported record FY2025 revenue of $852.5 million, a 115% year‑over‑year increase, and a Q4 revenue of $270.6 million, up 17% sequentially. GAAP operating margin reached 20.3% for the year, while non‑GAAP margin was 39.2%, reflecting strong profitability. The company began...
In this Planning Aces episode, three CFOs—Kevin Rubin (Zscaler), Bruce Schumann (Universal Technical Institute), and Rizak Jalloh (Flowcast)—share how disciplined, foundation‑first approaches to planning and AI adoption drive growth and decision speed. Rubin emphasizes a centralized AI governance function that...
Universal Health Services reported a 10% same‑facility EBITDA increase in Q2 2025, driven by higher acute‑care pricing and a 5.7% rise in net revenue. Adjusted patient days grew, especially in behavioral outpatient services, while cash flow from operations fell $167 million year‑over‑year....
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...
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...
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%...
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%...
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...
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,...
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...
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...
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...
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...
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...
Procept Biorobotics reported a 48% year‑over‑year revenue increase to $79.2 million in Q2 2025, driven by strong U.S. growth and a 58% surge in handpiece and consumable sales. Gross margin expanded to 65.4%, up 640 basis points, while adjusted EBITDA loss narrowed...
Soleno Therapeutics reported $190.4 million in net revenue for fiscal 2025, representing less than nine months of commercial sales of its VICAT XR therapy. The company turned profitable, posting $20.9 million net income and generating $48.7 million of operating cash in Q4, ending the...
Astec Industries reported a strong Q4 2025, with adjusted EBITDA climbing 55.7% year‑over‑year to $27.1 million and net sales up 20.1% thanks to robust demand for asphalt and concrete plants and the TerraSource acquisition. The company’s backlog expanded to $449.5 million, including...
