Know What's Happening in Earnings Calls
Know What's Happening in Earnings Calls
Micron posts $23.9B revenue, AI memory outlook split
Micron Technology reported fiscal Q2 revenue of $23.86 billion, nearly tripling year‑over‑year, and posted non‑GAAP earnings of $12.20 per share. Citi responded by cutting its price target to $425 from $510, sparking a debate among analysts about the durability of the AI‑driven memory boom.
Emergent BioSolutions reported a successful completion of its stabilization phase, cutting net debt by $156 million and improving leverage to 3.3x adjusted EBITDA. Adjusted EBITDA surged to $183 million, a $205 million swing from the prior year, while operating cash flow rose to $59 million. The company highlighted strong NARCAN nasal spray sales—22 million doses—and secured $550 million in medical countermeasure contracts. For 2025, Emergent projects revenue of $750‑$850 million with adjusted EBITDA between $150 million and $200 million, emphasizing margin expansion and continued growth in its core product lines.
GigaCloud Technology reported record Q3 2025 revenue of $333 million, a 10% year‑over‑year increase, and a quarterly EPS of $0.99. Growth was powered by a 70% surge in European revenue, bringing the region to $100 million, while product revenue rose 16% YoY...
Willdan Group reported its strongest quarter ever in Q4 2019, with contract revenue jumping 49.7% to $129.4 million and net revenue rising 51.8% to $61 million. The Energy segment led the surge, posting an 84.5% increase in net revenue, while adjusted EBITDA more...
Main Street Capital reported a GAAP net loss of $14.4 million for Q4 2025, but generated adjusted distributable earnings of $0.15 per share, bringing full‑year adjusted earnings to $0.64 per share. The loan portfolio expanded 13% to $2.7 billion, driven by 32...
Ascendis (SNDX) reported €720 million total 2025 revenue, driven by €477 million from Yorvipath and €206 million from Skytrofa. Q4 operating profit hit €10 million and cash flow reached €73 million, leaving €616 million in cash at year‑end. Management guided 2026 operating cash flow of roughly...
Fluor Corporation reported $12 billion in new awards for 2025, with 87 % structured as reimbursable contracts, while deploying $754 million in share repurchases and receiving $2 billion from its NuScale Power investment. The Energy Solutions segment posted a $414 million loss, driven primarily by...
MBIA Inc. reported a markedly narrower Q4 2018 GAAP loss of $7 million, driven by reduced loss‑adjustment expenses on its Puerto Rico exposure and lower LAE across structured‑finance assets. The company completed a restructuring of COFINA bonds, cutting insured debt service exposure...
National MI (NMI Holdings) reported a record 2025 year, posting $388.9 million net income (up 8%), diluted EPS of $4.92 (up 11%) and a 16.2% return on equity. Insurance in force reached $221.4 billion, a 5.4% year‑over‑year increase, while fourth‑quarter new insurance...
BioLife Solutions reported 2025 revenue of $96.2 million, a 29% year‑over‑year increase, driven largely by its biopreservation media (BPM) franchise which now represents 85% of total sales. Adjusted EBITDA rose to $25 million (26% margin) and the company posted adjusted net income...
Terawulf Inc. reported a transformative 2025, shifting from Bitcoin mining to a power‑backed high‑performance computing (HPC) platform. Revenue rose 20% to $168.5 million, driven by $12.8 billion of credit‑enhanced HPC lease contracts and $6.5 billion of new financing. Adjusted HPC margin reached 77%...
Fortune Brands Innovations (FBIN) announced a CEO transition, with board member Amit Banati taking over from Nicholas Fink in May, while Chair Susan Kilsby will act as interim CEO. 2025 total sales slipped 3% to $4.5 billion and operating income fell...
Kimbell Royalty Partners reported Q4 2025 production of 25,627 BOE per day and adjusted EBITDA of $64.8 million, while proved reserves rose 8% to a record 73 million BOE. The company declared a $0.37 per unit distribution, a 6% increase, classified entirely as return of...
Charter Communications reported its first quarterly video subscriber increase since 2020, adding roughly 44,000 net video customers in Q4 2025. The gain sparked optimism on earnings calls at Nexstar, Sinclair and AMC Networks, which highlighted the role of bundled over‑the‑top...
Pacira BioSciences reported a record $726 million in total 2025 revenue and an all‑time high non‑GAAP gross margin of 80%, driven by growth in its flagship product EXPAREL. EXPAREL sales rose 7% year‑over‑year to $155.8 million, though the increase was partially offset...
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...
Dentsply Sirona reported Q4 2025 revenue of $961 million, a 6.2% reported increase and 2.5% constant‑currency growth, while adjusted EBITDA margin slipped to 14.1%. The company recorded a $144 million non‑cash goodwill impairment and discontinued its $128 million annual dividend to prioritize debt...
Goldman Sachs reported a 27% rise in annual earnings per share to $51.32, driven by record $41.5 billion global banking revenue and strong performance across investment banking, FICC, equities, and asset‑wealth management. Return metrics improved, with quarterly ROE at 16% and...
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%...
Hudson Pacific Properties reported a transformative 2025, completing roughly $330 million of strategic asset sales and over $2 billion of capital transactions that doubled its liquidity to $934 million. The REIT reduced net debt by 22%, improved its debt‑to‑book ratio to 31.9%, and...
PureCycle Technologies reported Q4 2025 revenue of $2.7 million, marking a fourth consecutive quarter of sequential growth, while achieving record production at its Denver (14 million lb processed) and Ironton (7.5 million lb produced) facilities. The company reduced feedstock procurement costs by $0.06 per pound,...
PubMatic reported a 9% year‑over‑year revenue increase for 2024, with underlying Q4 growth of 16% after excluding a DSP‑related headwind and political ad boost. CTV surged to 20% of quarterly revenue, more than doubling its share, while adjusted EBITDA margin...
Compass reported a 25.9% year‑over‑year revenue increase in Q4 2024 and generated $16.7 million of adjusted EBITDA, rising to $20.9 million when excluding Christie's acquisition costs. The broker added 669 principal agents in the quarter, boosting its net principal agent count by...
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....
Sequans Communications reported Q4 2025 revenue of $7 million, a 72.6% sequential rise driven primarily by product shipments, and closed the year with $27.2 million in total revenue (about $20 million on an adjusted basis). Gross margin was 37.7% (about 43% excluding inventory...
MidCap Financial Investment Corp reported Q4 2025 GAAP net income of $54.3 million ($0.42 per share) and distributable earnings of $27.8 million ($0.27 per share). The REIT acquired $1.9 billion of loans and securities, expanding its Agency MBS portfolio by over 50% and...
Elastic N.V. reported Q3 fiscal 2026 revenue of $450 million, up 18% year‑over‑year, and a non‑GAAP operating margin of 18.6%. The company’s current remaining performance obligations (CRPO) surpassed $1 billion for the first time, indicating strong forward visibility. AI‑related usage expanded,...
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...
MSCI Inc. reported double‑digit organic revenue growth of over 10% in Q4 2025, accompanied by adjusted EBITDA up more than 13% and adjusted EPS rising nearly 12% quarter‑over‑quarter. The company’s subscription run rate topped $3.3 billion, driven by an 18% surge...
OPKO Health reported a $369 million cash position for Q4 2025, driven by asset sales, BARDA funding and partnership payments. The company repurchased 34.6 million shares for $47 million and allocated $109 million to stock and convertible note buybacks. Diagnostics revenue dropped to $71.1 million, but...
Morgan Stanley delivered record 2025 results, posting $70.6 billion in total revenue and a historic $10.21 earnings per share. Total client assets rose to $9.3 trillion, while wealth management generated $31.8 billion in revenue and attracted $356 billion of net new assets. The firm’s...
Progyny reported record fiscal 2025 revenue of $1.29 billion, a 10% increase year‑over‑year, and adjusted EBITDA of $222 million, both surpassing guidance midpoints. Operating cash flow rose 17% to $210 million, while gross margin improved by nearly 200 basis points due to care‑management...
PolyPid announced successful completion of the Phase III SHIELD II trial, with D‑PLEX100 achieving its primary and key secondary endpoints and demonstrating a meaningful reduction in surgical site infections. The FDA provided written support for a rolling NDA review, and the company...
Cable One reported a Q4 2025 decline of 10,700 residential data subscriptions and revenue falling to $363.7 million, down from $387.2 million a year earlier. CFO Todd Koetje noted modest improvements in disconnect rates but said they remain unsatisfactory. The...
PRA Group reported record financial results for 2025, with estimated remaining collections (ERC) reaching $8.6 billion, cash collections $2.1 billion and revenue $1.2 billion, all new highs. Portfolio purchases totaled $1.2 billion, matching its target and driving higher purchase‑price multiples in both the U.S....
Ligand Pharmaceuticals reported a breakout 2025, delivering $268 million total GAAP revenue and $240 million core revenue, driven by a 48% surge in royalty income. Adjusted earnings per share rose 42% to $8.13, surpassing guidance by more than 30%, while cash and...
TriMas Corp reported third‑quarter 2025 net sales of $269 million, a 17% year‑over‑year increase driven by 16% organic growth and strong aerospace performance. Operating profit rose 34% to $30.3 million and adjusted EBITDA climbed 25% to $48 million, while adjusted EPS jumped 42%...
Xponential Fitness reported Q3 2025 adjusted EBITDA of $33.5 million, up 9% year‑over‑year, with a margin expanding to 42%. Consolidated revenue slipped 2% to $78.8 million, driven by a 49% plunge in equipment sales and softer merchandise demand. Franchise revenue rose 17%...
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...
Perrigo reported a 4.4% decline in organic net sales for the quarter, driven by softness in global OTC and its infant formula and oral‑care businesses under review. Despite the downturn, the company gained 90 basis points of US store‑brand OTC...
DoubleVerify reported a 15% year‑over‑year revenue increase to $657 million in 2024, driven by double‑digit growth across measurement, activation and a 25% surge in supply‑side revenue. The company recorded a record $8.3 trillion in billable media transactions and delivered a 33% adjusted...
MDxHealth reported Q4 2025 revenue of $29.5 million, a 19% year‑over‑year increase, driven primarily by a 128% surge in liquid‑based test volume. Gross profit rose 20% to $18.7 million, while operating loss widened to $5.3 million and net loss expanded...
Organogenesis Holdings posted a record fourth‑quarter 2025, delivering $225.1 million in net product revenue, a 78% year‑over‑year increase driven largely by an 83% surge in advanced wound‑care sales. Gross profit rose to 78% of revenue and GAAP operating income jumped 519%...
Concentrix reported fourth‑quarter 2025 revenue of $2.55 billion, a 3.1% constant‑currency increase that exceeded the high end of guidance. Non‑GAAP operating income rose to $323 million with a 12.7% margin, and adjusted free cash flow reached $626 million for the year, up 32%,...
Hagerty Inc. reported Q3 2025 revenue of $380 million, an 18% year‑over‑year increase, propelled by 16% written‑premium growth and strong State Farm policy conversions. Operating profit jumped 240% to $34 million, lifting margins to 9% and net income to $46 million, a 143%...
Autodesk reported fiscal 2025 fourth‑quarter revenue up 12% year‑over‑year and billings rising 24%, surpassing the top end of its guidance despite foreign‑exchange headwinds. Margins improved, with GAAP operating margin reaching 22% and non‑GAAP margin 37%, while free cash flow hit...
Compania de Minas Buenaventura reported Q2 2025 EBITDA of $130 million and net income of $91 million, driven by a 28% rise in copper output while silver and gold fell 11% and 17% respectively. The San Gabriel project reached 88% completion with $82 million CapEx...
Vistance Networks completed the CCS divestiture to Amphenol, using the proceeds to retire all debt, redeem preferred equity and declare a $10‑per‑share special cash distribution. The company posted a 40% jump in full‑year net sales to $1.93 billion, with Q4 core...
PAR Technology reported Q4 2025 revenue of $120.1 million, up 14% year over year, driven by strong subscription services and modest hardware growth. Annual recurring revenue reached $315.4 million, a 15% organic increase, with subscription revenue representing 63% of total. The company...
CubeSmart reported fourth‑quarter 2025 FFO of $0.65 per share, with same‑store revenue slipping 1% and occupancy easing to 89.9%. Move‑in rates rose 2.5% year‑over‑year, marking the first positive growth since Q1 2022, while churn held steady at 4‑5% monthly. The REIT...
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,...
