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.
Boise Cascade posted a Q4 net loss of $309 million, largely due to $216 million of non‑cash impairments, including a $204 million write‑down at the Peace River mill. Operating EBITDA improved to a negative $20 million, an $8 million sequential gain, while liquidity rose to $430 million with cash of $187 million and $243 million of undrawn revolvers. Both pulp and solid‑wood segments recorded negative EBITDA, but the mass‑timber backlog more than doubled, supporting a 2026 revenue outlook above $120 million. Management highlighted cost‑reduction progress, a carbon‑capture pilot, and ongoing credit‑facility negotiations.
Hims & Hers Health reported Q4 2025 revenue of $171 million, a 46% year‑over‑year increase, and full‑year revenue of $588 million, up 51% and ahead of guidance. Gross margin rose to 85% in the quarter and 83% for the year, while operating...
HealthStream reported record Q3 2025 results, posting $76.5 million revenue, a 4.6% year‑over‑year increase, and new highs in operating income, net income and adjusted EBITDA. Subscription revenue rose 5.7% driven by strong CredentialStream, ShiftWizard and Competency Suite growth, while legacy product...
Claritev Corp (trading as Aptiv) posted a record fourth‑quarter 2025 revenue of $5.2 billion, a 3% increase year‑over‑year, and earnings per share of $1.86, up 6% despite a higher effective tax rate. Adjusted operating income reached $607 million, while operating cash flow...
United Fire Group reported record 2025 results, delivering $67 million underwriting profit and $1.3 billion net written premium, a 9% increase year‑over‑year. The combined ratio fell to 94.8%, and return on equity climbed to 13.7%, the highest in two decades. A 25%...
Assurant reported double‑digit adjusted EBITDA and EPS growth for 2025, with 11% EBITDA growth excluding catastrophes and 12% EPS growth. The company’s Global Housing segment surpassed $1 billion in adjusted EBITDA, while device protection subscriptions rose to over 66 million and vehicle...
AMC Networks reported a strong 2025, with streaming becoming its largest domestic revenue source and free cash flow of $272 million surpassing the $200 million target. The company cut gross debt by nearly $600 million, lowering net leverage to 3.1 x while maintaining $675 million...
Zillow Group reported Q4 2025 revenue of $654 million, an 18% year‑over‑year increase, and full‑year revenue of $2.4 billion, up 16%. Rentals surged 45% YoY, driven by a 63% jump in multifamily revenue, while mortgage revenue rose 39% and purchase‑loan origination volume...
Forward Air Corp reported full‑year 2025 adjusted EBITDA of $293 million, a $40 million increase year‑over‑year, while consolidated EBITDA held steady at $307 million. The OmniLogistics segment nearly doubled its EBITDA to $124 million, boosting its margin by 360 basis points, and Expedited Freight...
Viper Energy Partners reported a strong rebound in Q4 2020, generating roughly $200 million in operating cash flow that translated almost entirely into free cash flow thanks to its zero‑capital‑requirement royalty model. The company declared a $0.14 per unit distribution, repurchased...
Oscar Health reported a 28% revenue jump to $11.7 billion for 2025, driven by strong membership growth that lifted year‑end enrollment to 2 million and a total of 3.4 million members by February 2026. The company posted a $443 million net loss, largely from...
Paycom Software delivered a robust fourth‑quarter and full‑year 2025 performance, posting $544 million in Q4 revenue—a 10% year‑over‑year increase—and $2.05 billion for the year, surpassing its own outlook. Adjusted EBITDA reached $236 million in the quarter with a 43.4% margin, and free cash...
Palomar closed 2025 with a record $2 billion in gross written premium, up 32% year‑over‑year, and delivered adjusted net income of $216.1 million, a 62% increase that exceeded guidance. The company posted a 25.9% adjusted return on equity and a combined ratio...
ACV Auctions reported Q4 2025 revenue of $184 million, a 15% year‑over‑year increase, and adjusted EBITDA of $8 million, up 36% YoY, both at the high end of guidance. Unit sales hit 193,000 vehicles, with full‑year volume growing 12% and...
Dominion Energy lifted its five‑year capital investment outlook by 30% to roughly $65 billion, with more than 90% of the additional spend earmarked for Dominion Energy Virginia to accommodate surging data‑center demand. The company guided 2026 operating earnings per share (excluding...
Tenable Holdings reported Q4 2025 revenue of $260.5 million, a 10.5% YoY increase, and full‑year growth of 11%. The AI‑powered Tenable One platform drove 46% of new and expansion business, delivering a net dollar expansion rate of 106% and pushing...
Domino’s Pizza reported 5.4% global retail sales growth for 2025 and 4.9% in Q4, driven by strong US same‑store sales and record net store additions. US carryout sales rose 6.5% in the quarter, while delivery grew modestly, and franchisee profitability...
Adyen posted H2 2025 net revenue of €1.27 billion, a 17% year‑over‑year rise, and total processed volume of €745 billion, up 19% excluding a major client. EBITDA grew 23% to €702 million, delivering a 55% margin, while full‑year 2025 revenue reached €2.36 billion. The company’s...
Barclays and Stifel both trimmed their price targets for Amdocs Limited following the company’s Q1 earnings, with targets now at $92 and $88 respectively, though both maintain positive ratings. The earnings were described as resilient, buoyed by a newly announced...
Nvidia’s earnings dominate this week’s market focus as AI‑chip demand remains a key driver. Home Depot and Lowe’s will report amid a housing‑market slowdown, while Berkshire Hathaway files its first post‑Buffett report under Greg Abel. Media firms Paramount Skydance and Warner Bros. Discovery revive...
Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged" 6 things to know from Toll Brothers’ latest earnings and earnings call ResiClub PRO https://t.co/UeLaeEXrxl
The market opened higher as the S&P 500 rose 0.69% and the Nasdaq added 0.90% following Nvidia’s earnings beat and Apple’s upbeat product outlook. Nvidia shares edged up 1% after reporting revenue that topped expectations, while Apple gained 1.5% on news...
The Chefs’ Warehouse reported fourth‑quarter revenue of $1.14 billion, topping the $1.1 billion consensus. CEO Christopher Pappas highlighted sustained demand from upscale‑casual and higher‑end dining segments across domestic and international markets. The company also announced FY26 revenue guidance of $4.35‑$4.45 billion, roughly in...
RBC Capital raised its price target on Prologis to $135, up from $132, after the REIT posted a fourth‑quarter FFO beat and signaled stronger market conditions. Analyst Michael Carroll reiterated a Sector Perform rating, citing confidence in the company’s expanding...
Employers Holdings (EIG) posted a Q4 2025 loss of $23.4 million, with revenue slipping 21.3% year‑over‑year to $170.5 million. The full‑year net income collapsed from $118.6 million in 2024 to $10.8 million, while the GAAP combined ratio deteriorated to 106% in the quarter and...
Telephone and Data Systems (TDS) posted a fourth‑quarter 2025 revenue increase of 12% to $330.7 million and net income of $37.2 million, reversing a year‑earlier loss. Full‑year results showed a profit swing to $48.2 million on $1.23 billion of operating revenue, driven by accelerated...
Balchem Corporation reported record fourth‑quarter and full‑year 2025 results, with GAAP net earnings rising 16.8% to $39.2 million and total revenue surpassing $1 billion for the first time. Net sales grew 9.8% YoY to $263.6 million, driven primarily by the Human Nutrition &...
i-80 Gold Corp reported Q4 2025 revenue of $21.3 million, an 8.3% decline from the prior year, while net loss widened to $85.6 million. The company completed a Class 3 study for the Lone Tree autoclave refurbishment, confirming 2,268 t/day capacity and a $430 million...
Medtronic reported Q3 2026 adjusted earnings of $1.36 per share, beating expectations, while revenue climbed 8.7% to $9.0 billion, led by a 13.8% surge in its cardiovascular unit. Operating margin slipped to 16.2% from 19.9% as the company intensified R&D spending...
Ryerson Holding Corp reported Q4 2025 revenue of $1.105 billion, a 4.9% QoQ decline but a 9.7% YoY increase, while full‑year revenue slipped 0.6% to $4.57 billion. The company posted a Q4 net loss of $37.9 million and a full‑year loss of $56.4 million,...
Oil States International posted Q4 2025 revenue of $178.5 million, an 8% year‑on‑year increase, but reported a GAAP net loss of $117.2 million due to one‑time asset impairment and restructuring charges. Adjusted EBITDA improved 22% to $22.8 million, and adjusted net income rose...
Bill Ackman's Pershing Square bought Howard Hughes Holdings for $900 million in May 2025 and is reshaping the commercial‑real‑estate firm into a diversified holding company. The firm announced a $2.1 billion acquisition of Vantage Group’s insurance business, slated to close this quarter....
Dropbox reported FY2025 revenue of $2.5 billion, essentially flat year‑over‑year, while GAAP operating margin improved to 27.3% and non‑GAAP margin hit 40.6%. The company expects paying‑user growth to remain flat in FY2026, mirroring the prior year’s stability. Dropbox is banking on...
Airbus announced FY2025 results, delivering 793 commercial jets and generating €73.4 billion in revenue, a 6% year‑on‑year increase. Adjusted EBIT rose 33% to €7.1 billion, while net income grew 23% to €5.2 billion and EPS to €6.61. The order backlog hit a record...
Community Health Systems (CHS) announced it will decelerate its aggressive divestiture program as it focuses on strengthening core markets. The for‑profit hospital chain has cut its debt leverage to 6.6× in 2025, down from 7.4× the year before, and boosted...
Customer service is where artificial intelligence has officially moved past the hype. @NICEComms recently reported their full-year 2025 financial results, and the numbers point to a clear structural shift in enterprise adoption. Their AI annual recurring revenue grew 66% year over...
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
Megaport reported a record first‑half FY26, with revenue rising 26 percent to $134.9 million and annual recurring revenue climbing 49 percent to $338 million. EBITDA increased 28 percent to $35.3 million, but post‑tax profit fell to a $19.1 million loss due to $15.8 million acquisition costs. The company...
In your inboxes this morning Nintendo: Are We Doing This Again? $NTDOY - No Wall Street handholding (holiday quarter results) - Hardware sales, then software sales, then profits - What about memory chips? - Is there still an emerging moat? - My investment decision https://t.co/6BIv63lDlJ
Texas Roadhouse reported Q4 2025 revenue of $1.48 billion and EPS of $1.28, both missing Wall Street expectations. Comparable restaurant sales rose 4.2% for the quarter but accelerated to 8.2% in the first seven weeks of 2026, indicating resilient demand. The...
Centerra Gold reported nearly $100 million of free cash flow in the quarter, driven by strong production at Öksüt and elevated metal prices. Gold output reached almost 82,000 ounces and copper 13.4 million pounds, while all‑in sustaining costs rose to $1,652 per...
PPL Corp reported fourth‑quarter 2025 earnings with ongoing EPS of $1.81 per share, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility raised its quarterly dividend to $0.285 and reaffirmed a 4‑6% dividend growth target while...
DNOW completed its merger with MRC Global on November 6, creating a larger, diversified distributor platform. Full‑year 2025 revenue rose 19% to $2.8 billion, and fourth‑quarter adjusted EBITDA reached $61 million, reflecting a 6.4% margin. The integration added $388 million of stub‑period revenue and...
Harmonic reported record quarterly broadband bookings of $346.9 million in Q4 2025, driving total net revenue to $157.3 million. Continuing operations generated $98.2 million in revenue and a modest $2 million net income. The company deployed its cOS broadband platform to 146 commercial customers, covering...
Amgen reported double‑digit revenue and earnings growth for 2025, driven by strong performance across its oncology, rare‑disease, biosimilar and general‑medicine portfolios. Fourteen products surpassed $1 billion in sales, with Repatha, Evenity and Tespire each posting over 30% year‑over‑year growth. The company...
Telephone and Data Systems (TDS) closed a $1.018 billion spectrum sale to AT&T and repaid its remaining $150 million term loan, dramatically strengthening its balance sheet. The company repurchased $67 million of shares in Q4, bringing total buybacks to 2.8 million shares for 2025....
Lamar Advertising reported Q4 2025 acquisition‑adjusted revenue growth of over 4%, driven by a 6% surge in December and continued digital expansion. Adjusted EBITDA rose 3.7% to $288.9 million, lifting margin to 48.5%, while diluted AFFO per share reached $2.24 and...
AdvanSix reported a strong finish to 2025, delivering $157 million of adjusted EBITDA and expanding its margin to 10.3%, up 90 basis points year‑over‑year. Q4 sales rose 9% to $360 million, driven by an 11% volume increase and modest pricing gains, while...
Westinghouse Air Brake Technologies Corp reported Q4 2025 revenue of $2.97 billion, a 14.8% year‑over‑year increase, and adjusted EPS of $2.10, up 25%, while GAAP EPS fell 4.1% due to restructuring charges. The company expanded its multiyear backlog to $27 billion, up...
Edgewell Personal Care closed its feminine‑care divestiture on Feb. 2, 2026 and reported Q1 2026 results on a continuing‑operations basis. Organic net sales slipped 0.5% overall, with North America posting a near‑1% increase driven by a 60% jump in Sun Care and solid...
