Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, up 15% year‑over‑year, and a backlog of $11.4 billion. Q4 revenue hit $2.25 billion, beating guidance, while non‑GAAP operating margin rose to 37.3% and EPS exceeded forecasts. The company also announced a $2 billion strategic equity investment from Nvidia and plans to prepay $2.55 billion of obligations.
Five Below Beats Q4 Forecast, Shares Surge, but Teen‑Buyer Slump Looms
Five Below reported fourth‑quarter results that exceeded revenue and earnings expectations, prompting an immediate rally in its share price. The company, however, cautioned investors that a slowdown in its core teen‑buyer demographic could pressure future growth.
Oracle Q3 2026 Beats Estimates, AI Backlog Spurs 9% Stock Surge
Oracle reported fiscal Q3 2026 revenue of $17.2 billion, a 22% YoY rise, and earnings per share of $1.79, up 21%. A $553 billion AI‑driven backlog and a bring‑your‑own‑hardware model helped the stock climb more than 9% on the day after the...
Alibaba Q3 Net Income Plunges 67% as Shares Slide 13% in Six‑Month Low
Alibaba reported third‑quarter revenue of RMB 284.84 billion, just 1.7% above a year earlier and shy of consensus. Adjusted net income collapsed 67% to RMB 16.71 billion, prompting a 13% plunge in its ADRs – the steepest decline in six months. The...
Oracle Q3 2026 Beats Estimates, RPO Swells to $553 B, Shares Jump 9%
Oracle reported fiscal Q3 2026 revenue of $17.2 billion and a record $553 billion remaining performance obligations, sending the stock up more than 9% on the day after release. The results beat Wall Street forecasts and highlighted a rapid expansion of its...
Milestone Pharmaceuticals Inc (MIST) Q4 2025 Earnings Call Transcript
Amphastar Pharmaceuticals reported full‑year 2025 net revenue of $719.9 million, a 2% decline, while its Baqsimi franchise grew 12% to $185.4 million. The company secured FDA approval for ipratropium bromide HFA (AMP‑007), earning 180‑day generic exclusivity and positioning it as a near‑term...
Imported High-End GPUs Returning to Market
Tencent Holding Ltd. Q4 FY2025 earnings call transcript CSO Mitchell: “Higher-end imported GPUs are now becoming available again.” Well yes..... https://t.co/93O4LUslpq
Kohl's CEO Rules Out Further Store Closures in 2026 After 27 Shuttered in 2025
Kohl's CEO Michael Bender told investors the chain will not pursue another wave of store shutdowns in 2026, after closing 27 underperforming locations in 2025. The announcement comes as the retailer posted a $272 million profit, but saw net sales fall...
Kohl's CEO Rules Out Further Store Closures in 2026 After 27 Shuttered in 2025
Kohl's CEO Michael Bender announced on the March 10 earnings call that the chain will not pursue additional store closures in 2026 after closing 27 underperforming locations in 2025. The update comes as fourth‑quarter revenue fell 3.9% to $5.17 billion, but...
Kohl's CEO Rules Out 2026 Store Closures as Profit Surges Amid Sales Decline
Kohl's CEO Michael Bender told analysts the retailer will not close additional stores in 2026 after shuttering 27 locations in 2025. The announcement came with a Q4 profit of $125 million, a 166% year‑over‑year jump, even as comparable sales fell 2.8%...
Cato Corp (CATO) Q4 2025 Earnings Call Transcript
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%...
GrowGeneration Corp (GRWG) Q4 2025 Earnings Call Transcript
GrowGeneration reported Q3 2025 net sales of $47.3 million, a 15.4% sequential increase that beat its internal guidance. The company posted a positive non‑GAAP adjusted EBITDA of $1.3 million, reversing a $2.4 million loss from a year earlier, while gross margin rose to...
Solo Brands Inc (SBDS) Q4 2025 Earnings Call Transcript
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...
Movado Group Inc (MOV) Q4 2026 Earnings Call Transcript
Genesco reported Q4 fiscal 2026 revenue of $800 million, a 7% year‑over‑year increase, and company‑wide comparable sales up 9%. Journeys led growth with 12% comparable sales and 84 new 4.0 stores, while Schuh’s promotional push delivered 3% comps but pressured gross...
FedEx Corp (FDX) Q3 2026 Earnings Call Transcript
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 (IDN) Q4 2025 Earnings Call Transcript
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 Inc (FLY) Q4 2025 Earnings Call Transcript
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...
Accenture PLC (ACN) Q2 2026 Earnings Call Transcript
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...
Avalon Holdings Corp (AWX) Q4 2025 Earnings Call Transcript
Aveonna Healthcare Holdings reported Q4 2025 revenue of $662 million, a 27.4% year‑over‑year increase, and adjusted EBITDA of $85 million, up 54%. Growth was broad‑based across Private Duty Services, Home Health & Hospice, and Medical Solutions, aided by an extra 53rd accounting...
ACCESS Newswire Inc (ACCS) Q4 2025 Earnings Call Transcript
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%....
United States Antimony Corp (UAMY) Q4 2025 Earnings Call Transcript
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...
Intuitive Machines Inc (LUNR) Q4 2025 Earnings Call Transcript
Intuitive Machines reported Q4 2025 revenue of $44.8 million but an operating loss of $33.1 million, reflecting integration costs from the Kinetics and Lantaris acquisitions. The combined entity now commands a $943 million backlog, giving it two‑thirds of its 2026 revenue visibility and...
Tejon Ranch Co (TRC) Q4 2025 Earnings Call Transcript
TPG reported record Q4 2025 results, raising $51 billion in capital—a 71% increase—and ending the year with $303 billion in assets under management, up 23% YoY. GAAP net income was $77 million and after‑tax distributable earnings hit $0.71 per share, prompting a $0.61...
Titan Machinery Inc (TITN) Q4 2026 Earnings Call Transcript
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%....
Aveanna Healthcare Holdings Inc (AVAH) Q4 2025 Earnings Call Transcript
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...
Eton Pharmaceuticals Inc (ETON) Q4 2025 Earnings Call Transcript
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...
Neuraxis Inc (NRXS) Q4 2025 Earnings Call Transcript
Neurocrine Biosciences reported Q4 2025 total product sales of $2.8 billion, a 22% year‑over‑year increase driven by INGREZZA’s $2.5 billion revenue and the first‑year launch of CRENESSITY. INGREZZA grew 9% on double‑digit volume expansion, while CRENESSITY generated over $300 million, reaching roughly 10%...
Biofrontera Inc (BFRI) Q4 2025 Earnings Call Transcript
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...
Darden Restaurants Inc (DRI) Q3 2026 Earnings Call Transcript
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 (SNAL) Q4 2025 Earnings Call Transcript
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 Inc (TNON) Q4 2025 Earnings Call Transcript
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...
Pelthos Therapeutics Inc (PTHS) Q4 2025 Earnings Call Transcript
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 Ltd (SIG) Q4 2026 Earnings Call Transcript
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...
Gemini Space Station Inc (GEMI) Q4 2025 Earnings Call Transcript
Gaia, Inc. reported $99 million in 2025 revenue, up 11% year‑over‑year, with gross margin improving to 87.1% and free cash flow reaching $4.9 million. The company’s cash balance rose to $13.5 million and net loss narrowed to $0.5 million for the quarter. Direct‑to‑consumer members...
Arcos Dorados Holdings Inc (ARCO) Q4 2025 Earnings Call Transcript
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...
Q4 2025 Earnings Conference Call Recaps: Williams-Sonoma (WSM)
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...
Fiscal Launches Annotations for In‑document Note Taking
Introducing Annotations. You can now save your thoughts directly on transcripts, slide decks, filings and research reports. Live on the Fiscal terminal, now. https://t.co/JSjmkfcrk3
Datavault AI Schedules Earnings Call for March 19, 2026 to Unveil Q4 and FY 2025 Results
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...
Cadre’s Q4 2025 Earnings Miss Sparks Sharp Stock Slide as Revenue and Margins Falter
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...
Elbit Systems Posts $7.9 Bn Revenue and Record Net Income in Q4 2025 Full‑Year Results
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...
InspireMD Inc (NSPR) Q4 2025 Earnings Call Transcript
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...
Xoma Royalty Corp (XOMA) Q4 2025 Earnings Call Transcript
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) Q4 2025 Earnings Call Transcript
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 (USIO) Q4 2025 Earnings Call Transcript
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,...
Gold Royalty Corp (GROY) Q4 2025 Earnings Call Transcript
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...
Logistic Properties of The Americas (LPA) Q4 2025 Earnings Call Transcript
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 Inc (MU) Q2 2026 Earnings Call Transcript
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...
Protalix Biotherapeutics Inc (PLX) Q4 2025 Earnings Call Transcript
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 (IVDN) Q1 2026 Earnings Call Transcript
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...
Dlocal Ltd (DLO) Q4 2025 Earnings Call Transcript
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...
SailPoint Inc (SAIL) Q4 2026 Earnings Call Transcript
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....