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.
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 local‑currency revenue rose 3%. Overseas operations now generate 62% of CPF’s turnover and the gross‑profit margin improved to 16.9%. The board approved a record 1.25 baht per share dividend and plans a 50 billion baht bond‑issuance increase, signaling confidence for 2026.
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%...
MP's "Strong" Quarter: Accelerated Production, Long-Term Agreements With Major Tech Companies
MP Materials posted a fourth‑quarter revenue of $52.7 million and net income of $9.4 million, buoyed by a U.S. Department of War price‑floor agreement. The company recorded a 12% year‑over‑year increase in rare‑earth oxide concentrate, producing a record 50,692 metric tons, and more...
NetApp Q3 FY2026 Earnings Summary
NetApp reported third‑quarter FY2026 net revenues of $1.71 billion, a 4% year‑over‑year increase, and posted record non‑GAAP earnings per share of $2.12. Billings rose 10% to $1.89 billion, driven by an 11% jump in all‑flash array revenue to $1 billion. The Hybrid Cloud...
High Liner Foods Reports Financial Results for Q4 and 2025
High Liner Foods reported Q4 2025 and full‑year 2025 results ending January 3 2026. Sales grew 15% in the quarter to $270.2 million and 7% for the year to $1.03 billion, while volume increased modestly. Adjusted EBITDA fell 19% in Q4 and 11% year‑over‑year,...
WSP Cautions Against ‘AI Hysteria’ on Q4 Earnings Call
WSP’s CEO Alexandre L’Heureux told investors that the firm is not threatened by the current wave of AI hype, describing the market mood as shifting from “AI euphoria to AI hysteria.” He highlighted the company’s “machine‑in‑the‑middle” approach, where human expertise...
Duolingo’s Free‑user Push Stalls as MAU Drops
In Q3, $DUOL management emphasized a strategic shift toward expanding the free-user base to strengthen long-term monetization. Experimentation was positioned around prioritizing DAU growth over short-term revenue optimization. However, Q4 trends show moderation. DAU growth is now expected to slow to...
Earnings Summary: Highlights of Calumet’s (CLMT) Q4 2025 Earnings Report
Calumet Inc. posted fourth‑quarter fiscal 2025 sales of $1.04 billion, a 9% increase over the same period last year. The company narrowed its net loss to $37.3 million, or $0.43 per share, compared with a $40.7 million loss a year earlier. Adjusted EBITDA...
Sunrun Experiences Storage Boom: Sunrun Significantly Increases Subscribers and Revenue – Stock Rises
Sunrun posted a blockbuster Q4 and full‑year 2025, with revenue soaring to $1.16 billion in the quarter and $2.96 billion for the year. Net income flipped to $449.9 million, erasing a multi‑billion‑dollar loss from 2024, and diluted EPS rose to $1.71. The company’s...
BrightSpring Health Services, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Full Year 2026 Guidance
BrightSpring Health Services reported a strong fourth‑quarter and full‑year 2025, with net revenue climbing 28% to $12.9 billion and adjusted EBITDA rising 34% to $618 million. The company turned a net loss in 2024 into a $104.8 million profit for the year and...
Array Technologies Disappoints: Array Technologies Boosts 2025 Revenue by 40 Percent - Record Order Backlog - Shares Still Plunge
Array Technologies posted Q4 2025 revenue of $226 million, an 18% YoY decline, while full‑year revenue jumped 40% to $1.28 billion. The company narrowed its net loss to $112 million but remained in the red, and its order backlog reached a record $2.2 billion. Guidance...
Matador’s Results Were Better Than Feared, But 2026 Headwinds Still Matter
Matador Resources reported Q4 2025 revenue of $850 million, down 12.6% YoY but beating consensus by 475 bps. Adjusted EPS reached $0.87, roughly 1,500 bps above forecasts, while production rose and midstream cash flow stayed strong. The company guided 2026 to 3% production...
NVIDIA Positions Groq as It Once Did Mellanox, with LPU Set to Become the Latency Weapon in the Inference War
NVIDIA announced a non‑exclusive agreement with Groq valued at up to $20 billion, positioning the startup’s low‑latency processing units (LPUs) as a core component of its inference strategy. CEO Jensen Huang likened the integration to the earlier Mellanox acquisition, suggesting LPUs...
PACS Touts Zero-Deficiency Surveys, High Occupancy and 73% of Facilities Earning Top-Tier Star Ratings
PACS Group reported FY 2025 revenue of $5.29 billion, up 29% year‑over‑year, and net income of $191.5 million, driven by strong occupancy and disciplined acquisitions. Occupancy averaged 89.1% overall and 94.9% at mature facilities, well above the industry average. More than 73%...
HPQ Beats, AI PCs Rise, Memory Costs Pressure Margins
Been traveling, catching up on earnings. $HPQ had a double beat, and for the guide made clear that costs and mix drive the next stage, not demand. • Personal Systems did the heavy lifting: $10.25B (+11% YoY) with units up...
Some of Warner Bros. Games' 'Biggest Franchises' To Return Starting Next Year, Netflix Backs Out of Bidding War with Paramount
Warner Bros. Discovery announced that its gaming division will refocus on its flagship franchises—Harry Potter, Game of Thrones, DC and Mortal Kombat—with new releases expected in 2027‑28. The company described 2025 as a reset year after shutting down MultiVersus and...
Natural Resource Partners LP (NRP) Q4 2025 Earnings Call Transcript
Natural Resource Partners L.P. reported $42 million of free cash flow in 2025 and $190 million over the trailing twelve months, while net income reached $31 million. The partnership retired nearly $130 million of debt, leaving $70 million outstanding, and maintained a 75‑cent per unit...
BlackRock TCP Capital Corp (TCPC) Q4 2025 Earnings Call Transcript
BlackRock TCP Capital Corp (TCPC) reported Q2 2025 results showing nonaccruals fell to 3.7% of portfolio fair value, down from 4.4% in the prior quarter, while net asset value slipped due to markdowns on restructured assets. The $1.8 billion portfolio stayed...
Chart Industries Inc (GTLS) Q4 2025 Earnings Call Transcript
Chart Industries reported record Q4 2020 performance, achieving a $810 million backlog and its highest ever quarterly orders. The company signed 33 long‑term agreements, including 14 service contracts, and expanded its hydrogen trailer and water‑treatment businesses with notable contracts in the...
Calumet Inc (CLMT) Q4 2025 Earnings Call Transcript
Calumet Specialty Products Partners reported Q4 2019 adjusted EBITDA of $49.9 million and full‑year adjusted EBITDA of $262.8 million, driven by a 24% rise in specialty segment earnings to $207.9 million. The company reduced debt by $391 million, bringing leverage down to 4.0 times EBITDA...
Cryo-Cell International Inc (CCEL) Q4 2025 Earnings Call Transcript
AVITA Medical reported Q4 2025 revenue of $17.6 million and full‑year revenue of $71.6 million, marking 11% growth year‑over‑year. Gross margin slipped to 82.1% for the year, driven by inventory reserves and a higher mix of CoHiliX and PermeDerm. Operating...
1stdibs.Com Inc (DIBS) Q4 2025 Earnings Call Transcript
1stdibs.Com reported its first quarter of adjusted EBITDA profitability, posting $1.3 million at a 6% margin in Q4 2025. Gross merchandise value slipped 5% to $90.2 million, while net revenue edged up 1% to $23 million and the take rate rose 140 basis points....
Carter's Inc (CRI) Q4 2025 Earnings Call Transcript
Carter's Inc. reported flat Q3 net sales of $758 million but saw adjusted operating income plunge to $39 million as tariffs pushed effective duty rates into the high‑30% range, adding $200‑250 million of pre‑mitigation costs. The company announced a strategic rightsizing plan that...
Fulgent Genetics Inc (FLGT) Q4 2025 Earnings Call Transcript
Fulgent Genetics reported Q4 2025 revenue of $84.1 million, a sequential increase and strong year‑over‑year growth across its Precision Diagnostics and Biopharma segments. Non‑GAAP gross margin improved to 44.3% while operating expenses fell, delivering a $0.7 million adjusted EBITDA and a $4.5 million...
Delek US Holdings Inc (DK) Q4 2025 Earnings Call Transcript
Delek US Holdings reported adjusted Q3 EPS of $1.52 and adjusted EBITDA of $319 million, excluding Small Refinery Exemption (SRE) impacts. Management highlighted a $60 million contribution from its Enterprise Optimization Plan (EOP) and raised the annual EOP run‑rate target to at...
Sunstone Hotel Investors Inc (SHO) Q4 2025 Earnings Call Transcript
Sunstone Hotel Investors (SHO) reaffirmed its full‑year earnings outlook despite a choppy operating environment and a government shutdown. Third‑quarter RevPAR rose 2% year‑over‑year, led by strong performance in San Francisco and Miami Beach, while adjusted EBITDAre reached $50 million and adjusted...
Treace Medical Concepts Inc (TMCI) Q4 2025 Earnings Call Transcript
Treace Medical Concepts reported third‑quarter 2025 revenue of $50.2 million, an 11% year‑over‑year increase, while adjusted EBITDA loss narrowed 49% to $2.6 million. The mix shifted toward lower‑ASP bunion correction systems, pulling gross margin down to 79.1% from 80.1% a year earlier....
Northwest Natural Holding Co (NWN) Q4 2025 Earnings Call Transcript
Northwest Natural Holding Co. reported fourth‑quarter 2024 adjusted earnings of $2.33 per share, slightly below the prior year due to regulatory lag, and set 2025 adjusted EPS guidance at $2.75‑$2.95. The company completed its largest Oregon gas utility rate case,...
Alpha Metallurgical Resources Inc (AMR) Q4 2025 Earnings Call Transcript
Alpha Metallurgical Resources reported Q4 2025 adjusted EBITDA of $28.5 million, a 32% decline from the prior quarter, driven by lower tonnage and reduced coal inventory values. Total shipments fell to 3.8 million tons, while metallurgical coal realizations modestly improved to a...
LiqTech International Inc (LIQT) Q4 2025 Earnings Call Transcript
LiqTech International reported Q4 2025 revenue of $16.5 million, a 13% increase year‑over‑year, driven by a 49% jump in systems and aftermarket sales to $8.2 million. The company posted a gross margin of 7.6% and narrowed its adjusted EBITDA loss to $5 million....
Gogo Inc (GOGO) Q4 2025 Earnings Call Transcript
Gogoro Inc. reported a record adjusted EBITDA of $59.9 million for 2025, driven by sharp margin expansion and a three‑fold rise in operating cash flow. Revenue fell 9.4% to $281.5 million as hardware sales softened, while battery‑swapping revenue grew 8.1% to $149 million...
Delek Logistics Partners LP (DKL) Q4 2025 Earnings Call Transcript
MPLX reported Q4 2025 adjusted EBITDA of $1.8 billion, a 2% year‑over‑year increase, and a full‑year adjusted EBITDA exceeding $7 billion, reflecting a 6.7% three‑year CAGR. The company raised its quarterly distribution by 12.5%, returning $4.4 billion to unitholders in 2025. A $2.4 billion...
Autodesk Tops Earnings Estimates as Billings Surge 33%
Autodesk reported fiscal 2026 Q4 earnings that topped estimates, posting adjusted earnings per share of $2.85 and revenue of $1.957 billion, both above analyst forecasts. Billings surged 33% year‑over‑year to $2.804 billion, driven by strong performance across its Design, Make and other...
Zscaler Stock Drops After Solid Quarter Fails to Excite Investors
Zscaler reported a solid fiscal 2026 Q2, beating earnings and revenue estimates with $1.01 adjusted EPS and $815.8 million revenue, a 26% year‑over‑year increase. Annual recurring revenue climbed 25% to $3.359 billion, adding $155.5 million of new ARR. The company unveiled its AI...
The Closer – AI, Earnings, LatAm – 2/26/26
The Bespoke Institutional "Closer" newsletter for Feb 26, 2026 recaps today’s AI‑related equities, highlighting stocks tied to OpenAI. It then surveys the latest corporate earnings across sectors, followed by an analysis of Latin American market performance and recent fund‑flow spikes. The issue...
MasTec Beats Earnings, Raises Q1 and FY26 Guidance
MasTec beats by $0.12, beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY26 EPS above consensus, revs above consensus $MTZ
Dell Projects Q1 Earnings Far Above Consensus
Dell sees Q1 EPS mid-point at $2.90 vs $2.34 FactSet Consensus; sees Q1 revs $34.70-35.70 bln vs $28.99 bln FactSet Consensus $DELL
Hovnanian 1Q 2026 Earnings
Hovnanian Enterprises reported its first‑quarter 2026 earnings, delivering modest revenue growth and an earnings‑per‑share beat despite a softening housing market. Net income rose to $85 million, up 6% year‑over‑year, while home sales volumes slipped 3% as buyers delayed purchases. The company...
WBD Sees Revenues Drop 7 Percent in Q4
Warner Bros. Discovery reported a 7% year‑over‑year drop in Q4 total revenues, falling to $9.5 billion. All three core segments—distribution, advertising and content—declined, with advertising down 9% and content down 10%. The company posted a net loss of $252 million after accounting...
Nexstar Expects Tegna Purchase To Close By End Of Q2
Nexstar Media Group expects its $2.5 billion acquisition of Tegna to close by the end of the second quarter, aligning with the anticipated surge in political advertising ahead of the 2026 election cycle. The company reported Q4 net revenue of $1.29 billion,...
VITAS Takes a Punch in Q4 2025, Expects Brighter 2026
VITAS Healthcare, a Chemed Corp subsidiary, saw Q4 2025 revenue pressured by a Medicare payment‑cap liability that spiked to $6.1 million, largely in Florida. To offset the cap, the hospice shifted toward hospital‑based short‑stay referrals, which boosted patient volume but lowered...
Airbus and Leonardo Report Increased Space Revenues for 2025
Airbus Defence and Space reported €13.4 billion in space revenues for 2025, an 11 % increase from the prior year, while Leonardo’s Space division posted just over €1 billion, also up 11 %. Both companies improved profitability through restructuring, cutting over 2,000 jobs and...
Ocado Earnings: Near-Term Guidance Is Modest, Technology Changes Underway; Lowering Valuation
Ocado Group reported a 12% year‑over‑year revenue increase for 2025, with technology revenue up 13% and logistics revenue up 12%, while adjusted EBITDA margin rose to 25% from 16%. The stock fell about 6% after the release, as analysts flagged...
Shift4 Shifts Its Focus to International Deals
Shift4 Payments reported record Q4 results and announced a strategic pivot toward international growth. The company closed a $2.5 billion acquisition of Swiss tax‑free shopping platform Global Blue and added Australia‑based Smartpay to its portfolio. To capitalize on these assets, Shift4 is...
After Sarepta’s Annus Horribilis, Elevidys Sales Expected To Continue Downward Spiral
Elevidys, Sarepta Therapeutics’ gene therapy for Duchenne muscular dystrophy, posted $110 million in fourth‑quarter sales, bringing full‑year revenue to $898.7 million—well below the $1 billion benchmark. Safety incidents in 2025 and a severe flu season have eroded confidence, prompting analysts to project 2026...
Rolls-Royce Boosts Mid-Term Targets, CEO Dismisses UltraFan Loan Speculation
Rolls‑Royce reported a robust 2025 full‑year performance, with net profit rising year‑on‑year and the company lifting its mid‑term earnings and cash‑flow targets. The engine maker reiterated its plan to re‑enter the narrow‑body market, highlighting new partnership opportunities and a refreshed...
Salesforce Poaches 5 Customers From ServiceNow “Purgatory”
Salesforce CEO Marc Benioff announced that five enterprises, including Sunrun, Cornerstone and CoolSys, have migrated from ServiceNow to Salesforce's newly launched IT Service Management product. The IT Service platform, introduced in October, now serves over 180 customers. Benioff framed the...
What’s Next For Nexstar? More Growth For The CW, NewsNation
Nexstar Media Group posted its fourth‑quarter 2025 results, beating Wall Street revenue forecasts while slipping into a net loss. Adjusted EBITDA and adjusted free cash flow fell sharply compared with the prior year. CEO Perry Sook highlighted the company’s aggressive...
Full Review Must Return Air New Zealand to Profitability
Air New Zealand announced a comprehensive strategy review aimed at restoring profitability after posting a $40 million net loss for the first half of FY26. The carrier is grappling with recurring engine reliability problems that have grounded aircraft, while domestic demand...
Warner Bros. Discovery Investor Call Launches with Top Executives
$WBD investor call is about to begin. David Zaslav, Gunnar Wiedenfels and JB Perrette are on the call