Know What's Happening in Earnings Calls
Know What's Happening in Earnings Calls
Micron posts $23.9B revenue, sparks analyst split on AI memory outlook
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, highlighting a debate among analysts about the durability of the AI‑driven memory boom.
Caterpillar posted a record full‑year revenue of $67.6 billion, a 4% increase year‑over‑year, and an all‑time high fourth‑quarter sales figure of $19.1 billion, up 18%. The company’s backlog surged to $51 billion, a 71% jump, while adjusted operating profit margin held at 17.2% for the year. Tariff exposure grew, with net incremental costs expected to rise to $2.6 billion in 2026, but free cash flow remained strong at $9.5 billion, enabling $7.9 billion of shareholder returns. Management highlighted a two‑gigawatt generator order for a data‑center project, underscoring the Power and Energy segment’s momentum.
Solo Brands reported full‑year 2025 net sales of $600 million, up 4.4% year‑over‑year, with the U.S. market contributing $394 million—a 7% increase and 66% of total revenue. Q4 sales matched guidance at $164 million, while gross margin expanded to 57.3% for the year...
DLocal reported record‑breaking 2025 results, processing $41 billion in total payment volume (TPV), a 60% year‑over‑year increase, and surpassing $1 billion in annual revenue with a Q4 record of $338 million. Gross profit rose 37% to $116 million in Q4, while adjusted free cash...
Intellicheck Inc. reported Q4 2025 revenue of $6.2 million, down from $6.7 million, as the company exited lower‑margin legacy businesses. The shift of all RFID and label production to a new Thailand facility lifted GAAP gross margin to 18.1% and non‑GAAP margin to...
Firefly Aerospace reported Q4 2025 revenue of $30.8 million, roughly double the prior quarter, and a backlog of $1.3 billion fueled by new NASA CLPS awards and a $177 million Blue Ghost Mission 4 contract. The company completed an $855 million acquisition of SciTech, adding...
Accuray reported second‑quarter 2026 revenue of $102.2 million, a 12% year‑over‑year decline, primarily from a 26% drop in product sales tied to volatile China operations and tariff pressures. Service revenue rose 4% to $57.2 million, partially offsetting the product weakness, while gross...
Accel Entertainment reported record Q4 2025 results, with revenue of $341 million (up 7.5% YoY) and adjusted EBITDA of $56 million (up 19%). Full‑year revenue topped $1.3 billion and adjusted EBITDA reached $210 million, while cash stood at $297 million and net debt fell 1%....
Red Cat Holdings posted a record Q4 2025 revenue of $26.2 million, up $25 million year‑over‑year, and ended the year with $167.9 million in cash, a dramatic increase from $9.2 million. The company accelerated production of its Black Widow FPV drones to 50 units...
Titan America reported Q4 2026 revenue of $406 million, a 4% year‑over‑year increase, and adjusted EBITDA of $94 million, up 12% with a 23.1% margin. Full‑year revenue reached $1.66 billion, up 1.8%, while adjusted EBITDA rose 5% to $390 million, expanding margin to 23.4%....
Viemed Healthcare reported record full‑year revenue of $270.3 million, up 21% year‑over‑year, and a record adjusted EBITDA of $61.4 million. The company accelerated diversification, with sleep therapy patient counts rising 62% and maternal health contributing roughly $9 million after the Lehan acquisition. While...
Eaton reported Q4 2025 revenue of $7.1 billion, with organic growth of 9% and adjusted EPS of $3.33, up 18%. Orders in Electrical Americas accelerated 16% on a twelve‑month basis, driven by a 200% surge in data‑center demand, pushing backlog to...
Biofrontera Inc. reported record Q4 2025 revenue of $17.1 million, a 36% year‑over‑year increase, and annual revenue of $41.7 million, up 12% driven by higher Ameluz volumes. The company posted its first profitable quarter with adjusted EBITDA of $4.9 million and net income...
Enhabit reported Q3 2025 consolidated revenue of $263.6 million, a 3.9% year‑over‑year increase driven primarily by a 20% surge in hospice revenue. Adjusted EBITDA rose 10.2% to $27 million, with hospice adjusted EBITDA jumping 72% and margins expanding to 27.3%. Home health...
Snail Inc. reported Q3 2025 net revenue of $13.8 million, a 39% YoY decline driven primarily by a $10.9 million increase in deferred revenue rather than weakened demand. Bookings grew 9.3% to $17.6 million and unit sales rose 7.8% YoY, underscoring strong consumer...
Tenon Medical reported third‑quarter revenue of $1.2 million, up 32 % year‑over‑year, driven by higher Catamaran procedures and early Symmetry sales. Gross margin improved to 66 % as fixed costs were absorbed, while operating expenses rose to $4.2 million due to integration and sales...
Altimmune reported a Q4 2025 net loss of $27.4 million but ended the year with a strengthened cash position of roughly $340 million, extending its runway to 2028. The company secured FDA Breakthrough Therapy designation for its dual‑agonist PEMB and...
Signet Jewelers reported Q2 2026 revenue above $1.5 billion, driven by a 2% same‑store sales increase and strong fashion performance. Adjusted operating income rose 20% to $85 million and free cash flow jumped nearly $50 million year‑over‑year. Lab‑grown diamond (LGD) fashion now accounts...
Ecopetrol reported Q4 2025 net income of COP 9 trillion, nearly hitting its financial plan despite a 15% Brent price decline and the loss of COP 1.6 trillion in non‑recurring gains. EBITDA reached COP 46.7 trillion, a 39% margin, with production steady at 745,000 bpd and domestic output...
Williams‑Sonoma reported Q4 2025 comparable sales growth of 3.2% and an operating margin of 20.3%, beating EPS expectations and lifting the stock about 6% after the call. Management said tariff headwinds were mitigated through sourcing and pricing actions, though margin...
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Datavault AI will hold a conference call on Thursday, March 19, 2026 to discuss its fourth‑quarter and full‑year 2025 financial results. The call, announced via a press release, will provide investors and analysts with the company’s latest performance metrics and...
Real‑estate fintech Cadre (NYSE:CDRE) reported a Q4 2025 earnings miss on both revenue and margins, prompting a 16% plunge in its share price from $40.69 to $33.30. CEO Warren Kanders and CFO Blaine Browers blamed timing shifts in large defense...
On March 18, 2026, Israeli defense contractor Elbit Systems released its fourth‑quarter and full‑year 2025 earnings, reporting $7.9 bn in revenue and a record net income. The results were driven by heightened demand across its aerospace, land, and naval systems, and...
Inspire Medical Systems reported a 12% rise in fourth‑quarter revenue to $269 million and a 14% increase for the full year, reaching $912 million, driven by both existing and new center growth. The company widened its 2026 revenue outlook to $950‑$1 billion, reflecting...
Zymeworks reported Q4 2025 revenue of $106 million, up from $76.3 million, while net loss narrowed to $81.1 million as operating expenses fell. The company highlighted Phase III zanidatumab data showing median PFS over one year and overall survival beyond two years in first‑line...
Hello Group Inc (MOMO) reported its first full‑year GAAP net profit for 2025, driven by a 13% year‑over‑year revenue increase to RMB 105.2 million. Developer subscription revenue reached a record RMB 61.9 million, while gross profit rose 23% to RMB 69.7 million, the highest in 16...
Usio Inc reported record processing volumes in Q4 2025, handling 16.2 million transactions, an 8% year‑over‑year rise, and set seven quarterly volume records across its payment channels. Revenue grew sequentially by $1.2 million, driven primarily by a 30% jump in ACH revenues,...
Royal Gold reported record 2025 results, posting $1 billion in revenue (up 43%), $705 million operating cash flow (up 33%) and net income of $466 million (up 40%). The company completed transformative acquisitions of Sandstorm Gold and Horizon Copper, adding the Kansanshi gold...
Prologis reported Q4 2025 core FFO of $1.44 per share, hitting the top of its guidance, and achieved record leasing activity with 57 million square feet signed, pushing occupancy to 95.8% at quarter end. The company highlighted strong same‑store NOI...
Micron Technology reported a record $13.6 billion revenue for fiscal Q2 2026, up 57% year‑over‑year, and posted a non‑GAAP EPS of $4.78, a 167% increase. Gross margin surged to 56.8%, an 11‑point sequential gain, driven by strong DRAM and NAND sales and...
West Pharmaceutical reported Q4 2025 revenue of $850 million, up 7.5% reported and 3.3% organically, pushing full‑year net sales past $3 billion with 4% organic growth. Adjusted EPS rose 12% to $2.04 and free cash flow surged 70% to $469 million for the...
Innovative Designs Inc. reported first‑quarter 2026 revenue of $21.8 million, up 36.5% year‑over‑year, driven by strong commercial aftermarket sales and higher service revenue. Adjusted EBITDA surged 140.9% to $7.4 million and net income jumped to $4.1 million, reflecting a more favorable product mix...
Paysafe Limited posted FY 2025 revenue of $1.7 billion, delivering 6% organic growth despite a divestiture that trimmed EBITDA. Unlevered free cash flow reached $298 million, translating to a 69% cash‑flow conversion rate, while the company returned over $90 million to shareholders. Digital‑wallet consumers...
SentinelOne reported Q4 2026 revenue of $271 million, up 20% year‑over‑year, and total ARR grew 22% with a record $64 million net new ARR. The company achieved its first full‑year operating profitability, posting a 3.5% non‑GAAP margin and a 6% Q4 operating margin....
The Transcript introduced Catalyst Watch, a premium weekly briefing that distills the most important themes from recent earnings calls. This edition spotlights three market‑shaping developments: energy‑driven inflation dynamics, early signs of recovery in cyclical sectors, and broader macro trends. The...
Fraport AG reported a record fourth‑quarter 2025 EBITDA, driving its shares higher in early trading. The airport operator highlighted a strong rebound in passenger volumes and higher ancillary revenues from retail and parking. Management signaled continued investment in digital services...
Abeona Therapeutics reported its Q4 2018 results, highlighting progress on its lead cell therapy EB-101 for recessive dystrophic epidermolysis bullosa (RDEB). The Phase 1/2 trial demonstrated continuous type VII collagen expression for over two years, a favorable safety profile, and durable wound...
Maison Solutions reported a 36.9% YoY revenue jump to $18.8 million in Q3 2025, driven by a 43.4% surge in its One Stop Systems segment. Gross margins improved, reaching 45.6% for One Stop Systems and 26% for Bresner, while GAAP net...
Flowco Holdings reported Q4 2025 adjusted EBITDA of $83.5 million, up $6.7 million sequentially and 11% year‑over‑year, with an industry‑leading margin of 42.4%. Revenue rose 11% to $197 million, driven by a record $110 million in rental revenue and strong natural‑gas‑technology sales. Free cash...
NextNav Inc. posted Q4 2025 net sales of $104.7 million and full‑year sales of $422.2 million, with adjusted EBITDA rising to $49.0 million and margins expanding to 12.3% in the quarter. The company completed a major portfolio shift, exiting low‑margin automotive parts while...
AST SpaceMobile reported full‑year 2025 revenue of $70.9 million, hitting the top of its guidance, and disclosed a $1.2 billion minimum‑committed revenue backlog anchored by a $175 million prepayment from Saudi Arabia’s STC Group. The company raised over $3.5 billion, boosting cash to $3.9 billion,...
Triumph Financial (QFIN) reported Q4 2025 results highlighting $6 million annualized expense savings from the sale of a building and an aircraft, now reflected in its ongoing cost base. Load Pay generated $1.5 million in annualized revenue and the company pledged to triple that...
HealthEquity posted a strong Q1 FY2026, with revenue climbing 15% year‑over‑year to roughly $1.1 billion and adjusted EBITDA rising 19% to $140.2 million, pushing the EBITDA margin to 42%. HSA assets surged 15% to $31 billion, driven by a 16% jump in investing...
Corporación América Airports reported record Q2 2025 results, with passenger traffic rising 13.7% to nearly 21 million and revenue increasing 18.9% year‑over‑year. Adjusted EBITDA reached $169 million, up 23%, and EBITDA margin expanded to 38.6% as commercial and cargo revenues outpaced traffic...
KinderCare Learning Companies reported Q4 2025 revenue of $688 million, a 6% increase driven solely by a fifty‑third week, while comparable revenue was flat. Same‑center occupancy slipped to 64.5%, a 340‑basis‑point decline, and a $177 million non‑cash goodwill impairment produced a $177 million...
The Andersons reported a record fourth‑quarter 2025 earnings per share, propelled by a sharp surge in renewables profit after acquiring full ownership of its four ethanol plants. Gross profit rose 8% to $231 million, while adjusted EBITDA climbed to $137 million, offsetting...
Phillips 66 (PSQ Holdings) reported Q4 2025 earnings of $2.9 billion, or $7.17 per share, with adjusted earnings flat at $1 billion ($2.47 per share). The company completed the full acquisition of the WRB joint venture, increasing exposure to Canadian heavy crude...
Intelligent Protection Management Corp (NASDAQ: IPM) reported Q3 2025 revenue of $6.2 million, a 9% sequential increase, and narrowed its net loss to $1.1 million versus $1.5 million a year earlier. Adjusted EBITDA improved to a negative $300,000, and cash balances rose to...
Life360 reported Q4 2025 revenue of $146 million, a 26% year‑over‑year increase, driven by a 30% jump in subscription revenue to $102.5 million. Adjusted EBITDA rose 53% to $32.4 million, delivering a record 22% margin, while net income reached $129.7 million, largely boosted by...
Pacific Health Care Organization (PFHO) reported record Q4 2025 results, with health‑plan membership rising 25% to 236,300 and total revenue climbing 46% to $3.9 billion. Adjusted EBITDA surged from $1 million in 2024 to $110 million, delivering a 2.8% margin and an MBR...
