Today's Earnings Calls Pulse
Dycom Industries posts record $5.55B revenue and launches Building Systems segment
Dycom reported fiscal 2026 revenue of $5.55 billion, a full‑year high, and highlighted the $95.8 million contribution from its newly created Building Systems segment after completing the Power Solutions acquisition. Management forecast fiscal 2027 contract revenue of $6.85‑$7.15 billion, underscoring strong demand in fiber‑optic and utility markets.
Life360 Inc (LIF) Q4 2025 Earnings Call Transcript
Lithia Motors reported record full‑year revenue of $37.6 billion, a 4% increase, and adjusted diluted EPS of $33.46, up 16% year‑over‑year. While new‑vehicle revenue fell 6.6% amid industry‑wide margin compression, used‑vehicle revenue grew 6.1% supported by a 4.7% rise in unit volume. Driveway Finance Corporation (DFC) expanded its footprint, achieving a 16.7% penetration rate in Q4 and a 17.5% record in January, while the company repurchased 11.4% of its 2025 shares at an average $314 price. Management reaffirmed its acquisition target of $2‑$4 billion in annualized revenue and emphasized disciplined capital deployment.
OFS Capital Corp (OFS) Q4 2025 Earnings Call Transcript
OFG Bancorp reported a 17% year‑over‑year increase in diluted EPS, supported by a modest 2% rise in core revenues and a favorable tax benefit. Commercial loans expanded to $3.5 billion, now representing 43% of the loan book, while retail deposits grew...
Vitesse Energy Inc (VTS) Q4 2025 Earnings Call Transcript
Vitesse Energy Inc. reported Q4 2025 revenue of $4.4 billion, a $2.9 billion year‑over‑year increase, driven by a surge to 478 TBtu of LNG sales. Adjusted EBITDA rose 191% to $2.0 billion, while net income reached $1.1 billion despite higher interest costs and swap losses....
Venture Global Inc (VG) Q4 2025 Earnings Call Transcript
Venture Global reported a $150 billion backlog, up more than 25% YoY, and $59 billion in orders, a 34% increase driven by Power and Electrification. Q4 revenue rose 9% to $38 billion, while adjusted EBITDA reached $1.2 billion with an 11.4% margin, marking 46%...
Uniti Group Inc (Delaware) (UNIT) Q4 2025 Earnings Call Transcript
Uniti Group reported a strong Q1 2022, delivering $278 million in revenue, $225 million adjusted EBITDA and $112 million AFFO, prompting an upward revision of its full‑year outlook. New sales bookings jumped 58% YoY, driven by robust demand for its shared‑infrastructure fiber assets...
Mobile Infrastructure Corp (BEEP) Q4 2025 Earnings Call Transcript
Uniti Group reported a 24% year‑over‑year increase in Kinetic consumer‑fiber revenue and added 28,000 net subscribers in Q4 2025, bringing total fiber customers to 535,000. Fiber passings rose to 1.9 million, with a goal of 2.3‑2.35 million homes passed by year‑end, surpassing...
Quanterix Corp (QTRX) Q4 2025 Earnings Call Transcript
Quanterix (QTRX) reported FY 2025 revenue of $16.1 million, down $11 million from the prior year, driven by steep declines in collaboration and contract‑manufacturing income. R&D spending fell modestly to $140.7 million, while SG&A rose to $65.5 million due to higher professional fees for...
Cerus Corp (CERS) Q4 2025 Earnings Call Transcript
Cerus Corp reported record total revenue of $233.8 million in 2025, a 16% increase year‑over‑year, driven by strong product sales and robust growth in EMEA. Product revenue rose 14% for both the quarter and full year, with IFC kit sales...
Riot Platforms Inc (RIOT) Q4 2025 Earnings Call Transcript
Riot Platforms reported $647 million total revenue for FY 2025, a 72% jump driven largely by record Bitcoin mining earnings of $576.3 million. The company posted a $663 million net loss, primarily reflecting non‑cash depreciation, stock‑based compensation and Bitcoin mark‑to‑market adjustments. Management highlighted a...
Harrow Inc (HROW) Q4 2025 Earnings Call Transcript
Arrow Electronics reported a strong fourth‑quarter 2025, delivering $8.7 billion in revenue, a 20% year‑over‑year increase, and non‑GAAP diluted EPS of $4.39, up 48%. Growth was driven by robust global components sales and record‑high enterprise computing solutions (ECS) billings, while the...
IHeartMedia Inc (IHRT) Q4 2025 Earnings Call Transcript
iHeartMedia reported Q4 2025 consolidated revenue of $1.1 billion, up 0.8% and 7.7% when stripped of political advertising. Adjusted EBITDA reached $220 million, hitting the midpoint of its guidance range, while the Digital Audio Group delivered $387 million in revenue, a 14.1% increase,...
Ingram Micro Holding Corp (INGM) Q4 2025 Earnings Call Transcript
Impinj reported Q4 2025 revenue of $92.8 million, a modest 1% year‑over‑year increase but down 3% sequentially. Adjusted EBITDA reached $16.4 million (17.7% margin) and cash holdings hit a record $279.1 million. Endpoint IC volumes grew 9% YoY, and the...
Quantum Computing Inc (QUBT) Q4 2025 Earnings Call Transcript
Quantum Computing Inc. posted Q4 2025 revenue of $190,000, up from $62,000, while narrowing its net loss to $1.6 million versus a $51.2 million loss a year earlier. The company raised $1.55 billion in 2025, ending the year with $1.52 billion in cash and...
Sealed Air Corp (SEE) Q4 2025 Earnings Call Transcript
Sealed Air reported Q4 2025 results with modest top‑line growth and expanding margins despite ongoing demand pressures. Revenue reached $1.35 billion, up 0.5% YoY, while adjusted EBITDA rose 4% to $287 million, lifting the margin to 21.3%. The Protective segment posted its...
Tuya Inc (TUYA) Q4 2025 Earnings Call Transcript
Tuya Inc. reported fourth‑quarter 2021 revenue of $75 million, bringing full‑year revenue to $302.1 million, a 67.9% year‑over‑year increase. IoT PaaS revenue grew 13.9% quarter‑over‑quarter to $62.1 million and 72.3% YoY, while premium PaaS customers rose 65.4% to 311 accounts. Gross margin improved...
ThredUp Inc (TDUP) Q4 2025 Earnings Call Transcript
ThredUp reported Q4 2025 revenue of $79.7 million, up 18.5% year‑over‑year, and a full‑year revenue of $310.8 million, a 20% increase. The company completed its shift to a consignment‑based model, now covering over 90% of transactions, and posted adjusted EBITDA in every...
CPS Technologies Corp (CPSH) Q4 2025 Earnings Call Transcript
CPS Technologies reported FY 2025 revenue of $2.74 billion, up 0.4%, and adjusted EBITDA of $209.7 million, reaching the top of its guidance range. GAAP net loss narrowed dramatically to $4.2 million from a $78.7 million loss a year earlier, driven by $64 million in plant...
Uniqure NV (QURE) Q4 2025 Earnings Call Transcript
UniQure reported a regulatory setback as the FDA now deems the Phase 1/2 external‑control data for AMT‑130 insufficient for a Biologics License Application, creating uncertainty around the U.S. filing timeline. Despite this, the high‑dose AMT‑130 achieved a statistically significant 75% slowdown...
Kosmos Energy Ltd (KOS) Q4 2025 Earnings Call Transcript
Kosmos Energy reported record‑near production in Q4 2025, driven by a 13% jump at Jubilee and a 60% increase at the Greater Tortue Ahmeyim (GTA) LNG project. Operating expenses fell almost 40% quarter‑on‑quarter while capital spending came in at $67 million,...
Nuvation Bio Inc (NUVB) Q4 2025 Earnings Call Transcript
Nuvation Bio reported $7.7 million net product revenue for Iptrozi in Q3 2025, driven by 204 new patient starts and payer coverage expanding to over 80% of U.S. lives. Clinical data showed an 89% overall response rate and a median...
Urogen Pharma Ltd (URGN) Q4 2025 Earnings Call Transcript
UroGen Pharma reported over $127 million in cash at the end of Q4 2025, affirming sufficient liquidity to reach profitability if current plans hold. The company highlighted steady month‑over‑month growth in Zasturi enrollment, with community treatment share now around 35‑40% and institutional...
Senseonics Holdings Inc (SENS) Q4 2025 Earnings Call Transcript
Senseonics reported a 60% jump in full‑year revenue to $35.3 million and lifted gross margins above 50% after a year of selling the Eversense 365 implantable CGM. The company completed a full transition of commercial operations from Ascensia, eliminating revenue‑sharing and gaining...
Sturm Ruger & Company Inc (RGR) Q4 2025 Earnings Call Transcript
Stewart Information Services reported a strong Q4 2025, with total revenue climbing 19% to $797 million and adjusted earnings per share jumping 40% to $1.64. Title segment revenue rose 19% and pretax margin improved to 9%, while the Real Estate Solutions...
Core Scientific Inc (CORZ) Q4 2025 Earnings Call Transcript
Core Scientific reported 350 MW of energized capacity, with roughly 200 MW already billing, surpassing the halfway point of its 590 MW CoreWeave contract. The company announced expansions at Dalton, Georgia (450 MW gross) and a new 265‑acre Hunt County, Texas site slated for...
BRC Inc (BRCC) Q4 2025 Earnings Call Transcript
BRC Inc. reported fiscal 2026 Q1 results featuring an 8% rise in adjusted diluted EPS to $1.21 and a 42.5% jump in operating cash flow to $33.4 million. Sales grew 7.5% overall, driven by 4.7% organic growth in the Americas and...
Limbach Holdings Inc (LMB) Q4 2025 Earnings Call Transcript
Linde reported Q4 2025 sales of $8.8 billion, a 6% year‑over‑year increase, and operating profit of $2.6 billion, delivering a 29.5% margin. Earnings per share rose 6% to $4.20, while operating cash flow topped $3 billion and capex grew 17% to fund a...
Surgery Partners Inc (SGRY) Q4 2025 Earnings Call Transcript
Surgery Partners reported Q4 2025 net revenue of $821.5 million, a 6.6% year‑over‑year increase, and adjusted EBITDA of $136.4 million, up 6.1% with a 16.6% margin. The company revised full‑year revenue guidance to $3.275‑$3.30 billion and adjusted EBITDA to $535‑$540 million, citing delayed capital...
Lendingtree Inc (TREE) Q4 2025 Earnings Call Transcript
LendingTree reported a strong Q4 2025, with VMD rising 14% YoY and adjusted EBITDA climbing 28%, outpacing revenue growth. All three reportable segments posted double‑digit VMD gains, highlighted by insurance BMD reaching $74 million and small‑business revenue surging 60% YoY (78%...
Yatsen Holding Ltd (YSG) Q4 2025 Earnings Call Transcript
Yatsen Holding reported a 7.1% Q4 2024 revenue increase to RMB 1.15 billion, driven by a 16.4% surge in color‑cosmetics sales and higher‑margin product mix. Gross margin rose to 77.8% and net loss margin narrowed to 33%, while non‑GAAP net income margin...
BigBear.ai Holdings Inc (BBAI) Q4 2025 Earnings Call Transcript
RB Global reported a 10% year‑over‑year rise in adjusted EBITDA, driven by a 4% increase in gross transaction value and higher operating leverage. Automotive unit volume grew 8%, outpacing the market for the fourth straight quarter, while service revenue rose...
SOFI's Explosive Growth Undermined by Inflation Fears
$SOFI - Lending Revenue $267M ➡️ $1.85B - Tech Platform $0 ➡️ $450M - Financial Services $1M ➡️ $1.54B - Members 652K ➡️ 13.65M - Lending Originations $11.7B ➡️ $36.4B But sure, sell the stock because inflation is a bit higher, or you don't like the...
China Sales Plunge From Half to Just 3%
Former $FND CEO Tom Taylor, August 2021 - "Three years ago [in FY18], almost 50% of what we sold came out of China; today, it is less than 30%." Q4 FY25 call - "China represented ~3% of our fourth quarter receipts." https://t.co/9Bv96S1bvH
Duolingo Grows, But Users Disliked Increased Ads and Subscription Pushes. Stock Plummets Again
Duolingo reported a strong fourth‑quarter performance, with daily active users climbing to 52.7 million, paid subscribers up 28% to 12.2 million, and revenue reaching $282.9 million, marking a 35% year‑over‑year increase. The company also celebrated crossing the $1 billion annual revenue threshold for the...
New Lease Rents Slip, Rental Market Softens
WOW Invitation Homes' earnings point to clear softness in the rental market. Renewal rent growth remains positive at +4.2% YoY, but new lease rent growth is negative (-4.1% YoY), a sign that pricing power on new move-ins has weakened @ResidentialClub research...
National Storage Affiliates Trust Q4 Earnings Call Highlights
National Storage Affiliates Trust reported a Q4 core FFO of $0.57 per share, hitting the high end of its guidance, while same‑store revenue decline narrowed to 0.7% from a 2.6% drop in Q3. Occupancy showed year‑over‑year improvement in January, indicating...
GLP-1 News Galore; Top 100 Venture Investors; Doug Ingram to Step Down; and More
This week’s Endpoints Weekly highlighted a surge of GLP‑1 developments, including new trial data and expanded indications that reinforce the class’s dominance in obesity and diabetes treatment. The newsletter also released its annual Top 100 venture investors list, showing a notable...
SQM Reports Earnings for the Twelve Months Ended December 31, 2025
SQM reported FY2025 revenue of US$4.576 billion, a modest 1 % increase, while net income surged to US$588 million, reversing a US$404 million loss from the prior year. Gross profit rose to US$1.353 billion, and fourth‑quarter revenue jumped 23.3 % to US$1.324 billion, with net income up...
Why Delek Holdings Stock Flew Almost 5% Higher on Friday
Delek US Holdings reported a fourth‑quarter 2025 revenue of $2.43 billion, up 2% year‑over‑year, and posted a surprise non‑GAAP net profit of $143 million ($2.31 per share). Adjusted EBITDA surged to $314 million, a stark reversal from a $69 million loss a year earlier,...
AHR Lauds Trilogy Gains, Medicare Advantage Rate Momentum for Nursing Homes During Leadership Transition
American Healthcare REIT (AHR) posted a strong Q4 2025, turning a $32.4 million loss into a $10.9 million profit, driven by its Trilogy senior‑care campuses. Trilogy’s same‑store NOI rose 18.4% year‑over‑year and occupancy hit 90.6% in the quarter, while Medicare Advantage rates...
Why Calumet Stock Flopped on Friday
Calumet Energy reported Q4 2025 revenue of $1.04 billion, up 9% YoY, but posted a GAAP net loss of $37 million, missing analyst loss forecasts. The miss drove the stock down nearly 11% in Friday trading. While the specialty products segment surged,...
Chart Industries Reports Fourth Quarter and Full Year 2025 Financial Results
Chart Industries posted full‑year 2025 sales of $4.26 billion, a modest 2.5% increase, while orders rose 13.4% to $5.68 billion, delivering a book‑to‑bill of 1.33. Adjusted operating income reached $884.4 million, yielding a 20.7% margin, though adjusted operating margin slipped 40 basis points...
Matson Q4 Ocean Profit Stable
Matson reported marginally weaker fourth‑quarter results as container volumes slipped 2.3% year‑over‑year, driven by a 7.2% drop in China shipments amid ongoing trade‑war pressures. Ocean operating income dipped to $136 million on revenue of $704.2 million, but the company was partially offset...
NVDA's Strong Earnings Can't Stop Stock Slide
Two days after strong $NVDA earnings, the stock continues to slide, which begs the question: Will fundamentals ever be enough? https://t.co/IJF2dA07mR
Consolidated Unaudited Interim Report of AS PRFoods for the 2nd Quarter and 6 Months of 2025/2026 Financial Year
PRFoods reported a sharp 25% drop in Q2 revenue to €5.1 million, driven by weak demand in Estonia and Finland. Gross profit fell 43% and EBITDA slipped to €0.1 million, while the net loss widened to €0.7 million versus €0.1 million a year earlier....
After a Near 50% Drop, Tempus AI Could Be Ripe for a Rebound
Tempus AI’s shares have slumped nearly 50% from their 2025 peak, settling around $53 after a disappointing earnings reaction. The company reported Q4 2025 revenue up 83% to $367 million, with organic growth of 33.5% and adjusted EBITDA turning positive at...
“Magnificent 7” Companies Reported Earnings Growth Above 25% for Q4
All seven members of the “Magnificent 7” reported Q4 earnings growth of 27.2% year‑over‑year, comfortably beating analyst forecasts. Six of the seven posted positive EPS surprises, pushing the group’s aggregate earnings beat to 5.5% versus the broader S&P 500’s 6.8% beat. NVIDIA,...
Sleep Tech Demand Fuels ResMed
ResMed has evolved from a cyclical device maker into a digital‑health platform anchored by sleep‑apnea therapy, cloud‑connected monitoring and recurring software services. The company posted Q2 FY2026 revenue of $1.4 billion, up 11% YoY, while gross margin climbed to 61.8% and...
COST Earnings Preview: Costco Set to Report Q2 FY26 Earnings. Here’s What to Expect
Costco Wholesale is set to release its FY26 Q2 results on March 5, with analysts projecting earnings of $4.53 per share on $69.29 billion in revenue, up from the same quarter a year earlier. The retailer’s Q1 showed strong momentum, driven...
CPF Confident for 2026 After Profit Surge
Charoen Pokphand Foods (CPF) posted a net profit of 25.2 billion baht for 2025, up 29% year‑on‑year, driven by stronger gross margins and cost controls. Total sales fell 2% to 571 billion baht as a stronger baht weighed on overseas earnings, though...
Melrose Earnings: Strong Results but Shares Down on Revenue Growth Phasing, Long-Term Case Intact
Melrose Industries reported a solid 2025 performance, with like‑for‑like revenue up 8% and margins expanding by 240 basis points to 18%. Free cash flow turned positive, exceeding £100 million after years of restructuring. Despite the strong results, the stock fell 13%...