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.
Hurco Reports First Quarter Results for Fiscal Year 2026
Hurco Companies reported Q1 FY2026 results, posting a net loss of $3.47 million, or $0.54 per diluted share, an improvement over the $4.32 million loss a year earlier. Sales and service fees declined 8% to $42.9 million, while orders grew 5% to $42 million, driven by an 18% increase in the Americas. Gross profit margin rose to 19% despite SG&A expenses expanding to 26% of revenue. The company highlighted stronger U.S. order activity and continued focus on cost containment and working‑capital efficiency.
Immuneering Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Updates
Immuneering Corporation announced its 2025 financial results, highlighting a 64% overall survival rate at 12 months for atebimetinib plus modified gemcitabine/nab‑paclitaxel in first‑line pancreatic cancer. The company secured FDA and EMA alignment on the design of its pivotal Phase 3 MAPKeeper 301...
Entravision Net Loss Improves In Q4 Thanks to AI Ad-Tech Division
Entravision Communications posted a fourth‑quarter net loss of $18.2 million, a sharp improvement from $56.4 million a year earlier, while full‑year loss narrowed to $79.2 million. The turnaround was driven entirely by its Advertising Technology & Services (ATS) segment, which saw revenue jump...
Mammoth Energy Services Inc (TUSK) Q4 2025 Earnings Call Transcript
Mammoth Energy Services reported $16.4 million revenue in Q2 2025 but posted a $35.7 million GAAP net loss, driven largely by a $31.7 million non‑cash impairment on its Northern White Sand mine. The quarter featured three major portfolio moves: a $108.7 million sale of infrastructure...
Samsara Shares Jump After Earnings Beat Expectations, Guidance Tops Forecasts
Samsara Inc. reported a strong fiscal 2026 Q4, posting adjusted EPS of 18 cents and revenue of $444.3 million, both above analyst forecasts. Annual recurring revenue climbed to $1.9 billion, a 31% year‑over‑year increase, driven by high‑spending customers. The company launched Commercial...
Gap Sales Miss Expectations After Old Navy, Athleta Fall Short
Gap Inc. posted fourth‑quarter revenue of $4.2 billion, falling short of Bloomberg’s consensus. Old Navy and Athleta missed comparable‑sales targets, while Gap and Banana Republic exceeded theirs. Despite the revenue miss, the retailer logged its eighth consecutive quarter of comparable‑sales growth,...
Brilliant Earth Group, Inc. Q4 2025 Earnings Call Summary
Brilliant Earth reported record Q4 net sales, propelled by a 34% year‑over‑year jump in fine‑jewelry bookings that now represent 23% of its mix. The company’s premium brand and data‑driven pricing engine helped preserve mid‑50s% gross margins despite gold up 67%...
Reckitt Earnings: Emerging Markets Lead Growth While Developed Markets Struggle; Shares Cheap
Reckitt Benckiser posted 5.4% like‑for‑like sales growth in Q4, with the core portfolio up 5.9% and beating its own consensus. The expansion came almost entirely from emerging markets, where China and India delivered double‑digit gains, while Europe contracted 4.5% in...
Rentokil Earnings: North American Organic Revenue Momentum Drives 13% Share Price Rise
Rentokil Initial reported 2.6% organic revenue growth in North America for Q4 2025, reversing an early‑year dip and driving a 13% jump in its share price. The pest‑control specialist also posted an 82.2% colleague retention rate, marking 12 consecutive quarters of...
JD.Com Reports Q4 2025
JD.com posted a challenging fourth‑quarter 2025, with total revenue slipping 14% year‑over‑year to $50.37 billion while expenses rose 5.8% to $51.21 billion, driving a net loss of $388 million. All major profitability metrics turned negative, including EBITDA of –$118 million and EBIT of –$836 million....
BJ Earnings: BJ’s Wholesale Club Q4 2025 Profit Increases, Beats Estimates
BJ Wholesale Club reported adjusted earnings of $0.96 per share for Q4 2025, up from $0.93 a year earlier and ahead of analyst expectations. Net income rose to $125.9 million, while membership fee revenue climbed 10.9% YoY to $129.8 million. Net sales increased 5.5%...
Veeva FY4Q'26 Update
Veeva Systems posted a strong FY4Q’26, reporting $836 million in revenue versus the $811 million consensus. Revenue grew 16% year‑over‑year, outpacing operating expense growth of roughly 7%, which helped lift the LTM GAAP operating margin to a record 28.7%. Gross margin dipped...
German Defense Firm Renk CEO Says Iran War Could Drive 'Increasing Demand' In the Middle East
German defence specialist Renk expects the ongoing Iran‑UAE conflict to spur regional defence spending. CEO Alexander Sagel said the war could drive demand across air, ammunition and ground systems, citing a recent prototype IFV order from a Gulf state. Renk reported...
Earnings Live: Broadcom Stock Pops on Earnings Beat, China's JD.com Sinks, Okta Rises
Broadcom delivered a strong first‑quarter beat, posting $19.31 billion revenue and $2.05 earnings per share, while AI‑related sales surged 106% year‑over‑year and the company projected $22 billion revenue for the second quarter along with a $10 billion share‑buyback. In contrast, China’s JD.com fell...
Abercrombie & Fitch Profit Drops Despite ‘Record’ Q4 Sales
Abercrombie & Fitch reported a 6% decline in operating income to £524 million for the year, even as net sales rose 6% to £3.95 billion. The fourth quarter delivered a record £1.25 billion in sales, up 5%, but operating income fell 8% to...
Veeva Sustains 16% YoY Growth, Beats Guidance
My thoughts on $VEEV Revenue growth has remained around +16% YoY over the last four quarters. Veeva beat its own Q4 revenue guidance by 3.2%, and if it similarly beats the forecast next quarter, growth could accelerate to +16.7%. Subscription services non-GAAP...
Aerie, OFFLINE Drive Record Quarter for AEO’s Growth
American Eagle Outfitters reported a record fourth quarter for FY25, posting $1.8 bn in net revenue, a 10% year‑over‑year increase. Comparable sales rose 8%, driven by a 23% surge at Aerie and double‑digit gains at the OFFLINE brand, while the core...
ASM Earnings: Multiple Bullish Signals Across the Board, but Shares Look Fully Valued Now
ASM International reported a bullish fourth‑quarter earnings beat, prompting Morningstar to lift its fair‑value estimate to €740 from €635. Management signaled stronger market‑share ambitions at the 1.4‑nm gate‑all‑around node and highlighted a turnaround in China demand for 2026. The guidance...
Full House Resorts Inc (FLL) Q4 2025 Earnings Call Transcript
Full House Resorts (FLL) reported strong Q4 2025 results, highlighting a $120 million non‑core hotel sale at a 21‑times EBITDA multiple and a 3.2% RevPAR increase in its core portfolio. The company invested nearly $300 million in 2025 capital projects, including a...
Methode Electronics Inc (MEI) Q3 2026 Earnings Call Transcript
Medtronic reported Q3 2026 revenue of $9 billion, up 8.7% YoY, driven by an 11% surge in its cardiovascular portfolio and an 80% jump in Cardiac Ablation Solutions (CAS) where pulse‑field ablation now accounts for 80% of the segment. Gross margin...
CPI Card Group Inc (PMTS) Q4 2025 Earnings Call Transcript
CPI Card Group reported third‑quarter 2025 net sales rising 11% year‑over‑year, propelled primarily by the ArrowEye acquisition and strong growth in its instant‑issuance SaaS platform. Gross profit margin contracted to 29.7% from 35.8% due to an unfavorable sales mix, lower...
CorMedix Inc (CRMD) Q4 2025 Earnings Call Transcript
CONMED reported Q4 2025 revenue of $373.2 million, a 7.9% year‑over‑year increase, and full‑year sales of $1.375 billion, up 5.2%. Orthopedic sales jumped 12.1% in the quarter, while international sales surged 15.4%, offsetting modest U.S. growth. Adjusted EPS rose 6.7% to $1.43,...
Grove Collaborative Holdings Inc (GROV) Q4 2025 Earnings Call Transcript
Grove Collaborative reported Q3 2025 revenue of $43.7 million, a 9.4% year‑over‑year decline—the smallest drop since 2021, while active customers fell 7% to 660,000 and orders slipped 12.5%. Adjusted EBITDA was a negative $1.2 million, but management expects a positive...
Quanex Building Products Corp (NX) Q1 2026 Earnings Call Transcript
Figma reported $250 million revenue for fiscal Q2 2025, a 41% year‑over‑year increase and a new quarterly record. The company posted a 129% non‑GAAP net dollar retention rate, 90% gross margin, and a 5% operating margin, while noting near‑term margin compression from...
Allient Inc (ALNT) Q4 2025 Earnings Call Transcript
Alight Inc. reported FY 2025 revenue of $2.3 billion, a 5% decline, with recurring revenue down 2.2% and project revenue falling 22%. Adjusted EBITDA slipped to $561 million (24.8% margin) and adjusted EPS to $0.50, while a $83 million goodwill impairment and higher...
Olaplex Holdings Inc (OLPX) Q4 2025 Earnings Call Transcript
Olaplex reported Q4 2025 net sales of $114.6 million, a 3.8% year‑over‑year decline, while adjusted EBITDA rose to $30.8 million, delivering a 26.9% margin. The professional channel grew 5.3% and the new hair‑mask launch generated mid‑teens sell‑through lifts, offsetting weakness in specialty...
Kura Oncology Inc (KURA) Q4 2025 Earnings Call Transcript
Syndax Pharmaceuticals reported $172 million total revenue for 2025, driven by $125 million from its menin inhibitor RevuForge and $152 million from chronic GVHD therapy Nictimvo. RevuForge saw 38% quarter‑over‑quarter revenue growth and a 35% rise in prescriptions, bolstered by an expanded NPM1...
Tuniu Corp (TOUR) Q4 2025 Earnings Call Transcript
Tuniu Corp reported a 20% year‑over‑year rise in Q4 net revenue to RMB123.5 million, driven by a 35% surge in packaged tour sales which now represent 83% of quarterly revenue. The company posted a modest RMB1.5 million GAAP net profit and RMB3.5 million...
AudioEye Inc (AEYE) Q4 2025 Earnings Call Transcript
AudioEye reported record Q2 2025 revenue of $9.9 million, a 16% year‑over‑year increase and the 38th consecutive quarter of growth. Annual recurring revenue rose to $38.2 million, up $4.9 million from a year ago, while adjusted EBITDA reached $1.9 million, a 31% gain. The...
John Wiley & Sons Inc (WLY) Q3 2026 Earnings Call Transcript
John Wiley & Sons reported FY2025 adjusted revenue up 3% as research, academic and AI licensing drove growth, offsetting weakness in professional channels. AI licensing contributed $40 million, highlighted by an $18 million Q4 agreement, while free cash flow rose 10% to...
Pyxis Tankers Inc (PXS) Q4 2025 Earnings Call Transcript
Pyxis Tankers (trading as BW LPG) posted Q4 2025 results that exceeded expectations, reporting TCE income of $50,300 per available day and EPS of $0.69. The company declared a $0.57 per share dividend covering 100% of shipping NPAT and highlighted...
Information Services Group Inc (III) Q4 2025 Earnings Call Transcript
Distribution Solutions Group reported 9.8% revenue growth to $1.98 billion in 2025, driven partly by $121.5 million from recent acquisitions. Adjusted EBITDA fell to $175 million, an 8.9% margin, reflecting mix shifts, higher employee costs and one‑off items. Gexpro Services posted near‑$500 million in...
Owlet Inc (OWLT) Q4 2025 Earnings Call Transcript
Owlet reported record Q3 2025 revenue of $32 million, a 44.6% year‑over‑year increase driven by the DreamSight camera launch and strong DreamSock sales. The company posted its first operating profit of $1.2 million and adjusted EBITDA of $1.6 million, marking six consecutive quarters...
Nutex Health Inc (NUTX) Q4 2025 Earnings Call Transcript
Sensus Healthcare reported Q4 2025 revenue of $4.9 million, an 84% decline from the prior year, driven by the loss of its largest customer. Gross margin fell to 38.8% as servicing costs rose, while the company posted a $3.2 million net loss....
GoPro Inc (GPRO) Q4 2025 Earnings Call Transcript
GoPro reported Q4 2024 revenue of $201 million, matching guidance, while posting a GAAP loss of $0.24 per share and a non‑GAAP loss of $0.09 per share. Subscription revenue rose 9% year‑over‑year, driven by an 8% increase in ARPU and...
Traeger Inc (COOK) Q4 2025 Earnings Call Transcript
Traeger Inc. posted full‑year 2025 revenue of $560 million, topping the high end of its guidance, and adjusted EBITDA of $70 million, landing in the upper half of the forecast range. Q4 revenue fell 14% year‑over‑year to $145 million, with grill sales down...
Ciena Corp (CIEN) Q1 2026 Earnings Call Transcript
Ciena reported record fiscal 2025 revenue of $4.77 billion, up 20% year‑over‑year, and EPS of $2.64, a 45% increase. The company posted a $7.8 billion order backlog of roughly $5 billion and raised its fiscal 2026 revenue outlook to $5.7‑$6.1 billion, reflecting strong demand...
Kingstone Companies Inc (KINS) Q4 2025 Earnings Call Transcript
Kinsale Capital Group reported a 26% jump in diluted operating earnings per share to $5.81 in Q4 2025, while net written premiums rose 7.1% and the combined ratio improved to 71.7%. The insurer’s operating return on equity hit 26%, book value...
Entravision Communications Corp (EVC) Q4 2025 Earnings Call Transcript
Evercore reported record 2025 results, posting $3.9 billion in adjusted net revenue, a 29% increase year‑over‑year, and a record $1.3 billion in Q4 alone. Adjusted operating income rose 50% to $839 million, while adjusted EPS jumped 55% to $14.56. Non‑M&A businesses contributed roughly...
Contineum Therapeutics Inc (CTNM) Q4 2025 Earnings Call Transcript
Compugen Ltd. reported a dramatic financial turnaround in its Q4 2025 earnings, posting a $56.8 million quarterly profit and $35.3 million annual profit after a year of losses. A $65 million upfront royalty monetization from AstraZeneca boosted cash to $145.6 million, extending the cash runway...
Cooper Companies Inc (COO) Q1 2026 Earnings Call Transcript
Cooper Companies reported record Q2 2021 results, delivering $720 million in revenue, a 37% year‑over‑year increase, driven by strong performances in both CooperVision and CooperSurgical. CooperVision posted a 25% revenue rise to $523 million, while CooperSurgical surged 58% to $197 million, supported by...
One Liberty Properties Inc (OLP) Q4 2025 Earnings Call Transcript
OpenLane Inc. reported fourth‑quarter 2025 revenue of $494 million, up 9% year‑over‑year, and adjusted EBITDA of $76 million, a 5% increase. Dealer‑to‑dealer volumes surged over 20% in Q4, while the finance segment delivered 6% EBITDA growth despite flat net yields. The company...
AerSale Corp (ASLE) Q4 2025 Earnings Call Transcript
AerCap Holdings reported a record 2025 with $8.5 billion revenue, $3.8 billion GAAP net income and $2.7 billion adjusted net income, boosted by $1.5 billion in Ukraine‑related insurance recoveries. Operating cash flow reached $5.4 billion and the company returned $2.6 billion to shareholders through buybacks and...
Toro Co (TTC) Q1 2026 Earnings Call Transcript
Toro reported first‑quarter fiscal 2025 net sales of $995 million, a modest decline from the prior year after divesting Pope Products. The professional segment grew 1.6% to $769 million, driven by strong demand for golf, grounds equipment and new contractor‑grade zero‑turn mowers,...
Myers Industries Inc (MYE) Q4 2025 Earnings Call Transcript
Paysafe Limited reported full‑year 2025 revenue of $1.7 billion, delivering 6% organic growth despite a divestiture that trimmed EBITDA. Digital Wallet revenue reached $815 million with a 42%‑plus margin and the consumer base grew to 7.8 million users. Enterprise deal volume surged 38%...
Costco Wholesale Corp (COST) Q2 2026 Earnings Call Transcript
AutoZone reported Q2 2026 total sales of $4.3 billion, up 8.1% year‑over‑year, while EPS fell 2.3% to $27.63 after a $59 million non‑cash LIFO charge. Excluding the LIFO impact, EPS would have risen 7.1% and gross margin would have improved. Domestic same‑store...
Smith & Wesson Brands Inc (SWBI) Q3 2026 Earnings Call Transcript
Smith & Wesson Brands (SWBI) posted record Q3 2026 revenue of $233 million, up 20% year‑over‑year, largely fueled by a $650 million Mars Parts acquisition and two smaller deals totaling $26.5 million. Adjusted consolidated EBITDA reached a new quarterly high of $45 million, though...
Regenxbio Inc (RGNX) Q4 2025 Earnings Call Transcript
Regenxbio reported that enrollment for its Duchenne gene therapy RGX-202 was completed ahead of guidance, with top‑line data slated for early Q2 2026 and a BLA submission planned for mid‑2026. The company confirmed manufacturing capacity of 2,500 annual doses and highlighted...
Distribution Solutions Group Inc (DSGR) Q4 2025 Earnings Call Transcript
Distribution Solutions Group reported Q2 2025 revenue of $502 million, a 14.3% year‑over‑year increase driven by acquisitions and 3.3% organic daily‑sales growth. Adjusted EBITDA margin rose to 9.7% of sales, up from 9% in the prior quarter, with every vertical posting...
OFS Credit Company Inc (OCCI) Q1 2026 Earnings Call Transcript
OFS Credit Company reported first‑quarter 2026 revenue of $381 million, a modest 1% increase, while new‑boat sales fell 6% and pre‑owned sales surged 24%. Gross profit rose to $89 million, lifting the margin 110 basis points to 23.5%. The company posted a...