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.
Autohome Inc (ATHM) Q4 2025 Earnings Call Transcript
AutoNation (AN) reported Q4 2025 revenue of $6.9 billion, a 4% decline year‑over‑year, driven by a 9% drop in new‑vehicle sales and a 60% plunge in battery‑electric units. Despite the revenue headwind, aftersales and Customer Financial Services (CFS) posted record gross‑profit growth, lifting adjusted EPS 2% to $5.08 and full‑year EPS 16% to $20.22. The company returned $785 million to shareholders via share repurchases, cutting the share count by 10%, while deploying $1.5 billion in capex and acquisitions. Management warned of a softer automotive market in 2026 but emphasized continued profitability in services and finance segments.
Grid Dynamics Holdings Inc (GDYN) Q4 2025 Earnings Call Transcript
General Dynamics (GDYN) posted Q4 2025 earnings of $4.17 per diluted share on $14.307 billion revenue, up 7.8% year‑over‑year and 11.4% sequentially. All major segments delivered double‑digit top‑line growth, highlighted by Marine Systems revenue rising 21.7% and operating earnings surging 72.5%....
Clarus Corp (CLAR) Q4 2025 Earnings Call Transcript
Core Laboratories reported Q4 2025 revenue of $138.3 million, up 3% sequentially and 7% year‑over‑year, driven by stronger international demand for reservoir rock and fluid analysis. The Reservoir Description segment posted a 14% operating margin, expanding 60 basis points, while Production...
Marvell Technology Inc (MRVL) Q4 2026 Earnings Call Transcript
Marvell Technology reported record fourth‑quarter revenue of $1.817 billion, a 27% year‑over‑year increase, driven primarily by an 88% surge in data‑center sales. The company achieved GAAP profitability and posted non‑GAAP earnings per share of $0.60, a 40% sequential rise, underscoring strong...
Orion Properties Inc (ONL) Q4 2025 Earnings Call Transcript
Orion Group Holdings reported $852 million revenue for 2025, a year‑over‑year increase, with operating income of $15 million and adjusted EBITDA of $45 million, translating to $0.25 adjusted EPS. The Marine segment delivered $545 million revenue and doubled its adjusted EBITDA margin to 10%,...
Capital Clean Energy Carriers Corp (CCEC) Q4 2025 Earnings Call Transcript
Carrier Global reported Q4 2025 sales of $4.8 billion, a 9% organic decline offset by a modest foreign‑currency tailwind. Adjusted operating profit fell 33% to $455 million, reflecting weaker residential and light‑commercial volumes and an unfavorable mix. Management highlighted a surge in...
TriSalus Life Sciences Inc (TLSI) Q4 2025 Earnings Call Transcript
TriSalus Life Sciences reported Q3 2025 revenue of $11.6 million, a 57% year‑over‑year increase, while adjusted EBITDA loss narrowed to $5.4 million despite one‑time study charges. Gross margin slipped to 84% as new product launches strained manufacturing efficiency, but cash burn improved,...
Carparts.Com Inc (PRTS) Q4 2025 Earnings Call Transcript
CarParts.com reported FY 2024 revenue of $589 million, a 13% decline year‑over‑year, with gross profit of $197 million and a 33.4% gross margin, near the top of guidance. The fourth‑quarter results showed revenue down 15% to $133.5 million and a GAAP net loss...
Atea Pharmaceuticals Inc (AVIR) Q4 2025 Earnings Call Transcript
Atea Pharmaceuticals reported a $329.3 million cash position that funds its Phase III hepatitis C program through 2027 and supports a new hepatitis E pipeline. The CBEYOND and C FORWARD trials are on track, with enrollment completing next month and mid‑2026 respectively, and top‑line data...
Liquidia Corp (LQDA) Q4 2025 Earnings Call Transcript
QuidelOrtho reported solid top‑line growth in Q4 2025, with its Labs segment up 7% quarter‑over‑quarter and 6% for the full year, driven by strong regional performance in LATAM and EMEA. Adjusted diluted EPS reached $0.46 in the quarter and $2.12...
Aligos Therapeutics Inc (ALGS) Q4 2025 Earnings Call Transcript
Agilon Health reported FY 2025 revenue of $5.93 billion, with Q4 revenue of $1.57 billion, but both medical margin and adjusted EBITDA remained negative, driven by higher inpatient claims and market exits. The company cut operating expenses by $35 million and extended its...
Grocery Outlet Closing 36 Stores
Discount grocer Grocery Outlet announced the closure of 36 underperforming stores, about 6% of its footprint, after reporting a $235 million operating loss and a $218 million net loss in Q4. The closures are concentrated on the East Coast, affecting roughly 30%...
Q4 2025 Earnings Conference Call Recaps: Brown-Forman (BF/B)
Brown-Forman reaffirmed its fiscal 2026 outlook, expecting a low single‑digit organic net‑sales decline despite a soft US spirits market and a severe slump in Canada, where sales are down nearly 60%. The company highlighted strong performance from Jack Daniel’s Tennessee...
Okta Beats Fourth-Quarter Estimates, but Issues Weak Guidance
Okta reported fourth‑quarter 2026 earnings that topped Wall Street forecasts, posting adjusted EPS of $0.90 and revenue of $761 million, an 11% year‑over‑year increase. Despite the beat, the company issued a cautious first‑quarter outlook, projecting revenue of $749‑$753 million and adjusted EPS...
Google Trends Predict HelloFresh Revenue Decline Ahead
Google trends for HelloFresh has been tracking at ~20% year-over-year declines for the last two years. It was a pretty solid leading indicator for revenue declines. But look what’s happening now 👀 2026 guidance to be revealed on March 18 could...
MDA Space Reports Record Revenue Again in 2025, Driven by Satellite Manufacturing Progress
MDA Space posted a record C$1.63 billion in 2025 revenue, a 51% year‑over‑year jump, driven largely by its Satellite Systems division. That segment surged 85.5% to C$1.1 billion, fueled by contracts for Low‑Earth‑Orbit constellations with Globalstar and Telesat Lightspeed. Adjusted net income...
Market Values Future Risk over Current Earnings
MongoDB: Revenue up 27%. Beat on earnings. Rule of 40. Record cash flow. Stock: Down 22%. Why? Two top execs left. Guidance light. The market doesn't care what you did. It cares what you're about to lose. https://t.co/u0W819CWth
Earnings Summary: Highlights of Advanced Flower Capital’s Q4 FY25 Report
Advanced Flower Capital Inc. posted a modest Q4 FY25 net income of $0.9 million, or $0.04 per basic weighted‑average common share. The quarter also recorded a distributable loss of $2.8 million, or $0.12 per share, while net interest income was $5.19 million against...
What Berkshire’s CEO Abel Said About Insurance
Berkshire Hathaway’s new CEO Greg Abel disclosed a sharp decline in 2025 underwriting profit, with GEICO alone responsible for more than half of the $1.9 billion drop. Across all property‑casualty units pretax underwriting profit fell 16.5% to $9.7 billion and combined ratios...
Endeavour Group Sees Retail Profits Hurt by Low-Cost Push
Endeavour Group’s half‑year earnings show a 17.1% drop in net profit to $247 million despite a modest 0.2% rise in retail sales to $5.5 billion. The decline stems from an aggressive low‑price strategy that squeezed the retail drinks gross margin down 84...
European Wax Center Inc (EWCZ) Q4 2025 Earnings Call Transcript
OneSpaWorld reported record Q4 2025 results, with total revenue of $242.1 million, up 11% year‑over‑year, and adjusted EBITDA of $31.2 million, a $4.5 million increase. Net income fell to $12.1 million due to $5.7 million in restructuring and impairment charges...
Janus International Group Inc (JBI) Q4 2025 Earnings Call Transcript
Janus International Group reported Q4 2025 revenue of $219.3 million, a 4.7% year‑over‑year decline driven primarily by pricing pressure and lower volume. Adjusted EBITDA rose 1.2% to $43.6 million, lifting the margin to 19.9% after cost‑saving initiatives. International sales surged 32.9% while...
EyePoint Inc (EYPT) Q4 2025 Earnings Call Transcript
EyePoint reported Q4 2025 results, highlighting rapid enrollment of over 900 patients in two pivotal wet AMD Phase 3 trials (Lugano and LUCHIA) with top‑line data expected mid‑2026. The company also initiated Phase 3 DME studies (COMO and CAPREIT) slated for first...
Broadcom Inc (AVGO) Q1 2026 Earnings Call Transcript
Broadcom reported record Q4 2025 results and set an aggressive Q1 2026 outlook, driven by explosive AI semiconductor demand. Consolidated revenue reached $18 billion, up 28% YoY, with AI revenue climbing 74% to $6.5 billion and an AI‑related order backlog exceeding $73 billion....
Cross Country Healthcare Inc (CCRN) Q4 2025 Earnings Call Transcript
Cross Country Healthcare reported Q4 2018 revenue of $200.9 million, down 9% year‑over‑year, and a net loss of $19.7 million. CEO Kevin Clark, a co‑founder, returned to lead a turnaround, eliminating the COO role and promoting internal leaders. The company...
Red Violet Inc (RDVT) Q4 2025 Earnings Call Transcript
Red Violet reported Q2 2025 revenue of $21.8 million, a 14% year‑over‑year increase and 21% organic growth after excluding a prior‑year one‑time transaction. The company posted a record adjusted gross margin of 84% and free cash flow of $4.8 million, up 47%...
NACCO Industries Inc (NC) Q4 2025 Earnings Call Transcript
NACCO Industries reported third‑quarter 2019 results, with revenue modestly rising to $32.6 million while operating profit fell to $8.7 million. Net income increased to $10.3 million, driven by a $2.7 million pre‑tax payment from an India venture. Management forecast 2020 coal deliveries to grow,...
Bowman Consulting Group Ltd (BWMN) Q4 2025 Earnings Call Transcript
Brookfield Asset Management reported a record $112 billion of capital raised and $66 billion deployed in 2025, driving fee‑bearing capital to $603 billion. Fee‑related earnings rose 22% to $3 billion with a 58% annual margin, while distributable earnings increased 14% to $2.7 billion. The firm...
Alto Ingredients Inc (ALTO) Q4 2025 Earnings Call Transcript
Fuel Tech Inc. reported fourth‑quarter 2025 revenue of $7.2 million, lifting full‑year sales 6% to $26.7 million, the highest since 2018. The FUEL CHEM segment surged 28% to $17.8 million, while the APC segment secured $8.8 million in new awards and grew its backlog...
Keros Therapeutics Inc (KROS) Q4 2025 Earnings Call Transcript
Karyopharm Therapeutics reported Q4 2025 total revenue of $34.1 million, an 11.8% year‑over‑year increase, driven primarily by XPOVIO net product revenue of $32.1 million. The company trimmed R&D and SG&A expenses, improving operating performance by roughly 43% quarter‑over‑quarter, yet posted a GAAP...
PagSeguro Digital Ltd (PAGS) Q4 2025 Earnings Call Transcript
PagSeguro reported 33.7 million clients, a 1.6 million YoY increase, and a 14% rise in cash‑in volume to BRL 95 billion in 2025. Banking revenue surged 50% to BRL 744 million, while gross profit grew modestly 2% to BRL 1.9 billion, helped by a repricing strategy that outpaced...
SandRidge Energy Inc (SD) Q4 2025 Earnings Call Transcript
SandRidge Energy reported a strong Q2 2025, with adjusted EBITDA rising 76% to $22.8 million and net income of $19.6 million. Production increased 19% year‑over‑year, driven by the launch of the Cherokee development program, whose first well delivered 2,300 BOE/day and a breakeven...
Mistras Group Inc (MG) Q4 2025 Earnings Call Transcript
Mistras Group reported Q3 fiscal 2025 revenue of $195.5 million, a 7% year‑over‑year increase driven by growth across all five major verticals. Adjusted EBITDA reached a record $30.2 million, up 29.6% and yielding a 15.4% margin, while net income more than doubled...
Sight Sciences Inc (SGHT) Q4 2025 Earnings Call Transcript
Sight Sciences reported fourth‑quarter 2025 revenue of $20.4 million, a 7% year‑over‑year increase, driven by $19.7 million from interventional glaucoma and $0.7 million from the newly reimbursed interventional dry‑eye segment. Gross margins remained strong at 87% overall, while operating expenses fell 25% after...
Seaport Entertainment Group Inc (SEG) Q4 2025 Earnings Call Transcript
Seaport Entertainment Group reported Q4 2025 consolidated revenue of $45.1 million, a modest 1% year‑over‑year increase, while net loss narrowed to $33.2 million, or $2.61 per share, a 56% improvement. Adjusted EBITDA rose sharply—up 40% on an exclusionary basis—despite headline declines driven...
Acres Commercial Realty Corp (ACR) Q4 2025 Earnings Call Transcript
Acres Commercial Realty reported a $46.8 million net decline in its loan portfolio for Q3 2025, offset by $106.4 million of new commitments. A $13.1 million capital gain from a real‑estate sale lifted GAAP net income to $9.8 million and boosted earnings available for distribution...
Verastem Inc (VSTM) Q4 2025 Earnings Call Transcript
Verastem reported $1.7 million in COPIKTRA net revenue for Q1 2019, a 38% increase over the prior quarter, and achieved reimbursement coverage with more than 92% of targeted health plans. Clinical updates highlighted the Phase 3 DUO trial, which showed...
Niagen Bioscience Inc (NAGE) Q4 2025 Earnings Call Transcript
Niagen Bioscience reported Q2 2025 revenue of $31.1 million, a 37% year‑over‑year increase, and lifted full‑year revenue guidance to 22‑27%. Gross margin improved to 65% driven by a higher‑margin sales mix and inventory efficiencies. The company expanded its Niagen Plus clinic...
Stem Inc (STEM) Q4 2025 Earnings Call Transcript
Stem Inc. posted Q3 2025 revenue of $38 million, a 31% year‑over‑year increase, and ARR rose to $60 million, up 17%. The company recorded a second straight quarter of positive adjusted EBITDA ($2 million) and generated $11 million of operating cash flow. Management highlighted...
Magnachip Semiconductor Corp (MX) Q4 2025 Earnings Call Transcript
Magnachip Semiconductor reported Q4 2025 revenue of $40.6 million, a 17% year‑over‑year decline, and a gross margin of 9.3% after a one‑time $2.7 million sales incentive reduced profitability. Adjusted operating loss widened to $11.9 million and adjusted EBITDA turned negative...
Real Brokerage Inc (REAX) Q4 2025 Earnings Call Transcript
RE/MAX Holdings reported Q4 2025 revenue of $71.1 million and adjusted EBITDA of $22.4 million, delivering a 31.5% margin despite a historically slow housing market. The franchise network reached an all‑time high of 148,500 agents, with international affiliates exceeding 75,000....
Rigetti Computing Inc (RGTI) Q4 2025 Earnings Call Transcript
Revvity reported Q4 2025 revenue of $772 million, a 4% organic increase, driven by a 7% rise in its diagnostics segment. Adjusted earnings per share came in at $1.70, topping the high‑end of guidance, while full‑year revenue reached $2.86 billion and adjusted...
Grocery Outlet Holding Corp (GO) Q4 2025 Earnings Call Transcript
Grocery Outlet Holding Corp reported a 5% decline in Q4 2025 net sales to $76.8 million, with full‑year sales also down 5% to $276 million. Gross margin fell to 44.1% from 47.9% as incremental tariffs added roughly $16 million in costs, outpacing a...
Aquestive Therapeutics Inc (AQST) Q4 2025 Earnings Call Transcript
Ascent Industries reported Q4 2025 results highlighting a near‑1000‑basis‑point gross‑margin expansion and a 61% rise in gross profit despite a 7% full‑year revenue decline. Adjusted EBITDA loss narrowed by $4.1 million year‑over‑year, while the company secured $9.4 million of annualized revenue from...
Dingdong (Cayman) Ltd (DDL) Q4 2025 Earnings Call Transcript
DoubleDown Interactive reported Q4 2025 revenue of $95.8 million, a 17% year‑over‑year increase, driven by social casino growth and a 78% surge in iGaming revenue from SuperNation. Adjusted EBITDA rose 16% to $40.6 million, while net operating cash flow reached $42.6 million, bringing...
Ardent Health Inc (ARDT) Q4 2025 Earnings Call Transcript
Ardent Health reported solid volume and revenue growth in Q3 2025, with revenue up 8.8% to $1.58 billion and adjusted EBITDA rising 46% to $143 million. However, the company lowered its full‑year adjusted EBITDA guidance to $530‑$555 million, citing accelerating professional‑fee expenses and...
Daktronics Inc (DAKT) Q3 2026 Earnings Call Transcript
Daktronics reported a 12% year‑over‑year increase in orders and a 36% jump in its product backlog to $321 million, delivering three straight quarters of top‑line growth. Net income rose 25% on an adjusted basis to $17.5 million, while operating margin edged toward...
Viemed Healthcare Inc (VMD) Q4 2025 Earnings Call Transcript
Viemed Healthcare reported a 14.7% year‑over‑year revenue increase in fiscal Q2 2025, driven entirely by organic growth across its core ventilation, sleep therapy, and resupply segments. Adjusted EBITDA rose 12% to $14.3 million, while SG&A fell to 45.7% of revenue, reflecting...
Advanced Flower Capital Inc (AFCG) Q4 2025 Earnings Call Transcript
Advanced Flower Capital Inc. reported Q2 2025 results, posting $0.15 per share in non‑GAAP distributable earnings and a GAAP loss of $13.2 million. The loan portfolio held steady at $357.9 million across 15 assets, delivering a weighted‑average 17% yield to maturity....
BillionToOne Inc (BLLN) Q4 2025 Earnings Call Transcript
The Real Brokerage reported Q4 2025 revenue of $505 million, a 44% jump, driving full‑year revenue to nearly $2 billion, up 56%. Closed transactions rose 38% to almost 49,000, outpacing the industry, while net loss narrowed to $4.2 million and adjusted EBITDA turned...