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.
AvePoint Inc (AVPT) Q4 2025 Earnings Call Transcript
AvePoint reported Q4 2025 revenue of $114.7 million, up 29% year‑over‑year, driven by SaaS revenue of $88.9 million representing 78% of total sales. Annual recurring revenue climbed to $416.8 million, with net new ARR of $26.8 million—a 48% increase and a record quarter. The company posted non‑GAAP operating income of $22.9 million at a 20% margin and GAAP operating margin of 7.9%, achieving a Rule of 46. Management highlighted new AgentPulse AI‑governance tools, hybrid licensing shifts, and strong channel contribution as growth catalysts.
Amphastar Pharmaceuticals Inc (AMPH) Q4 2025 Earnings Call Transcript
Amphastar Pharmaceuticals reported full‑year 2025 net revenues of $719.9 million, a modest 2% decline, while its flagship product Baqsimi grew 12% to $185.4 million. The company secured FDA approval for ipratropium bromide HFA (AMP‑007), gaining 180‑day generic exclusivity, and announced a major...
Where Food Comes From Inc (WFCF) Q4 2025 Earnings Call Transcript
Where Food Comes From Inc. posted a modest revenue dip to $7 million in the quarter, down $92,000 year‑over‑year, but net income more than doubled to $1.1 million thanks largely to a $946,000 gain from the Progressive Beef sale. Verification and certification...
Privia Health Group Inc (PRVA) Q4 2025 Earnings Call Transcript
Privia Health reported a robust 2025, with implemented providers rising 12.3% to 5,380 and attributed lives increasing 22.7% to 1.54 million. Practice collections grew 16.9% to $3.47 billion and adjusted EBITDA surged 38.8% to $125.5 million, delivering a 130% free‑cash‑flow conversion. The company...
Talen Energy Corp (TLN) Q4 2025 Earnings Call Transcript
Talen Energy reported adjusted EBITDA of $1.035 billion and adjusted free cash flow of $524 million for 2025, with Q4 cash flow surpassing the entire 2024 level. The company reaffirmed its 2026 guidance, targeting $1.75‑$2.05 billion EBITDA and $980‑$1.18 billion free cash flow, while...
Akebia Therapeutics Inc (AKBA) Q4 2025 Earnings Call Transcript
Akebia Therapeutics reported 2025 total revenue of $236.2 million, a 47% increase driven by the commercial launch of Vafseo and higher Auryxia sales. Net product revenue reached $227 million, with Vafseo contributing $45.8 million and gaining prescribing access for 290,000 dialysis patients. The...
Koppers Holdings Inc (KOP) Q4 2025 Earnings Call Transcript
Koppers Holdings reported third‑quarter 2025 sales of $485 million, a 12% decline year‑over‑year, as volume drops hit all three segments. Adjusted EBITDA fell to $70.9 million, but margin remained solid at 14.6% thanks to aggressive SG&A reductions and the Catalyst cost‑saving program....
CoreWeave Inc (CRWV) Q4 2025 Earnings Call Transcript
Galaxy Digital reported a GAAP net loss of $241 million for 2025, but generated $34 million of adjusted EBITDA despite a 10% crypto market cap decline. Digital assets adjusted gross profit rose 67% year‑over‑year to $5 million, while Global Markets...
Austin Gold Corp (AUST) Q4 2025 Earnings Call Transcript
Royal Gold reported record 2025 results, with annual revenue of $1 billion, a 43% increase, and operating cash flow of $705 million, up 33%. Net income rose 40% to $466 million, while adjusted net income hit $510 million, boosted by strong gold prices and...
United Parks & Resorts Inc (PRKS) Q4 2025 Earnings Call Transcript
SeaWorld Entertainment reported Q3 2021 revenue of $521.2 million, a 10% increase year‑over‑year, driven by a 23.7% rise in revenue per capita despite a 1% attendance dip excluding international and group guests. Adjusted EBITDA hit a record $265.3 million, up 28%, while...
Anika Therapeutics Inc (ANIK) Q4 2025 Earnings Call Transcript
Anika Therapeutics reported total revenue of $27.8 million for the quarter, a 6% year‑over‑year decline driven primarily by lower pricing in its OEM osteoarthritis pain‑management channel. Commercial channel revenue rose 22% to $12 million, powered by a 25% surge in...
Personalis Inc (PSNL) Q4 2025 Earnings Call Transcript
Personalis reported a record $18.2 million Q4 2019 revenue, a 38% year‑over‑year increase, and full‑year revenue of $65.2 million, up 73% from 2018. The VA Million Veteran Program (MVP) remained the core revenue driver, contributing $43.5 million for the year and $13.8 million in...
TopBuild Corp (BLD) Q4 2025 Earnings Call Transcript
TopBuild reported a 5% decline in Q2 2025 sales to $1.3 billion, driven by a low‑double‑digit drop in residential volume while commercial and industrial segments grew. The company highlighted the recent Progressive Roofing acquisition, which adds roughly $215 million of second‑half sales...
MannKind Corp (MNKD) Q4 2025 Earnings Call Transcript
MannKind reported a record Q4 2024 with $77 million in revenue and a full‑year total of $286 million, a 43% increase year‑over‑year. Afrezza sales grew 17% to $64 million, and the company announced a pediatric filing for the inhaled insulin in the first...
Bain Capital Specialty Finance Inc (BCSF) Q4 2025 Earnings Call Transcript
Bain Capital Specialty Finance reported net investment income of $0.45 per share, delivering a 10.3% annualized yield on book value and exceeding its regular dividend by 7%. The board declared a total Q4 dividend of $0.45 per share, translating to...
Cars.com Inc (CARS) Q4 2025 Earnings Call Transcript
Carvana reported a record 596,006 retail units sold in 2025, a 43% increase year‑over‑year, and Q4 revenue of $5.6 billion, up 58%. Adjusted EBITDA hit a new quarterly high of $511 million, while net income surged to $951 million, largely due to a...
Nomad Foods Ltd (NOMD) Q4 2025 Earnings Call Transcript
Nomad Foods reported a strong fourth‑quarter 2020, posting 9.5% organic revenue growth and a 31.5% gross‑margin – the highest in over two years. Adjusted EBITDA rose to EUR119 million and adjusted EPS to EUR0.38, while free cash flow hit a record...
Biodesix Inc (BDSX) Q4 2025 Earnings Call Transcript
Biodesix reported fourth‑quarter 2021 revenue of $7.2 million and total 2021 revenue of $54.5 million, a 20% year‑over‑year increase driven by strong growth in its core lung‑diagnostic portfolio. Core lung‑test sales jumped 49% to $18.7 million, while COVID‑19 testing revenue collapsed, lifting the...
CRA International Inc (CRAI) Q4 2025 Earnings Call Transcript
CRA International reported record Q3 2025 revenue of $185.9 million, up 10.8% year‑over‑year, driven by strong growth across seven of its eleven practices and a 30.3% surge in international revenue. Non‑GAAP net income, EPS and EBITDA all rose double‑digits, while utilization...
Figs Inc (FIGS) Q4 2025 Earnings Call Transcript
FIGS reported record Q4 2025 net revenue of $201.9 million, a 33% year‑over‑year increase, driven by a surge in active customers to 2.9 million and a 9% rise in average order value. International sales exploded 55% as the company entered China...
Clear Channel Outdoor Holdings Inc (CCO) Q4 2025 Earnings Call Transcript
Clear Channel Outdoor reported fourth‑quarter 2020 revenue of $541 million, a 27% year‑over‑year decline, but showed sequential improvement in the Americas. The company added 74 digital billboards in Q4, bringing its U.S. digital inventory to over 1,400 screens, and expanded programmatic...
Loar Holdings Inc (LOAR) Q4 2025 Earnings Call Transcript
Loar Holdings reported record Q2 2025 sales of $123 million, a 13% year‑over‑year increase driven by commercial aftermarket, OEM and defense segments. Adjusted EBITDA rose to a record $38.3% margin, up 220 basis points, despite added public‑company costs. Management lifted full‑year...
Definium Therapeutics Inc (DFTX) Q4 2025 Earnings Call Transcript
Definium Therapeutics reported that its lead psychedelic candidate DT120 ODT has fully enrolled the EMERGE Phase III trial for major depressive disorder, with top‑line results expected in late Q2 2026. The VOYAGE Phase III study for generalized anxiety disorder is...
Arbe Robotics Ltd (ARBE) Q4 2025 Earnings Call Transcript
Arbe Robotics reported Q4 2025 revenue of $300,000, a three‑fold increase year‑over‑year, while narrowing its operating loss to $11.5 million and maintaining a strong cash position of $52.6 million. The company highlighted progress toward four OEM design wins slated for the next...
Acushnet Holdings Corp (GOLF) Q4 2025 Earnings Call Transcript
Acushnet reported Q4 2019 revenue of $368 million, a 7% year‑over‑year increase, and full‑year sales of $1.7 billion, up 3% (5% in constant currency). Adjusted EBITDA rose to $240 million, and the company returned over $70 million to shareholders, raising its quarterly dividend 11%...
Krispy Kreme Inc (DNUT) Q4 2025 Earnings Call Transcript
Krispy Kreme reported fourth‑quarter 2024 revenue of $404 million, reflecting 21% year‑over‑year growth despite a cyber‑security breach that trimmed $11 million of sales and $10 million of adjusted EBITDA. The company added more than 2,800 new delivered‑fresh‑daily (DFD) doors, driving a 34% increase...
Eos Energy Enterprises Inc (EOSE) Q4 2025 Earnings Call Transcript
DMC Global reported Q4 2025 consolidated sales of $143.5 million, a 6% YoY decline, and a negative adjusted EBITDA of $1.6 million. Net debt fell 67% to $18.7 million, the lowest since the 2021 Arcadia acquisition, while cash stood at $32 million. All three...
Nexpoint Real Estate Finance Inc (NREF) Q4 2025 Earnings Call Transcript
NexPoint Residential Trust reported a Q4 2025 net loss of $10.3 million ($0.41 per share), an improvement from the $26.9 million loss a year earlier, while total revenue slipped to $62.1 million and NOI fell 4.7% to $37.1 million. The REIT repurchased 223,000 shares...
Expensify Inc (EXFY) Q4 2025 Earnings Call Transcript
Exponent (EXPO) reported Q4 2025 revenue of $147.4 million, an 8% year‑over‑year increase, and net income of $24.8 million, up 5% despite a shorter quarter. EBITDA margin improved to 26.8% as technical headcount rose 5% and utilization reached 69%. The Engineering &...
Lantheus Holdings Inc (LNTH) Q4 2025 Earnings Call Transcript
Lantheus reported Q4 2025 revenue of $406.8 million and full‑year revenue of $1.54 billion, while announcing a strategic pivot to PET radiodiagnostics after completing the SPECT divestiture. The company highlighted acquisitions of Neuraceq and OCTEVY, positioning Neuraceq for triple‑digit growth and targeting...
Hormel Foods Corp (HRL) Q1 2026 Earnings Call Transcript
Hormel Foods reported fiscal 2025 first‑quarter results with organic net sales up 1% to $3 billion and adjusted earnings per share of $0.35. Growth was led by value‑added brands such as SPAM, Applegate, and Black Label Bacon, while the Planters snack...
Nuveen Churchill Direct Lending Corp (NCDL) Q4 2025 Earnings Call Transcript
Nuveen Churchill Direct Lending Corp reported Q4 2025 results, posting net investment income of $0.44 per share and a slight dip in total investment income to $50 million. Gross originations surged to $59.4 million, while leverage remained at the upper end of...
American Healthcare REIT Inc (AHR) Q4 2025 Earnings Call Transcript
American Healthcare REIT reported normalized FFO of $1.61 per share and 4.8% same‑store NOI growth for 2025, beating guidance. The company leased 5.8 million square feet, improved tenant retention, and cut G&A expenses to $45 million. Debt‑to‑EBITDA fell to 5.4x after $900 million...
Braemar Hotels & Resorts Inc (BHR) Q4 2025 Earnings Call Transcript
Braemar Hotels & Resorts reported Q1 2019 results highlighting its luxury‑focused strategy, including the acquisition of the Ritz‑Carlton Lake Tahoe and the launch of a $50 million Enhanced Return Funding Program (ERFP). RevPAR grew 14.3% portfolio‑wide, driven by a 32.8% surge at...
Coupang Inc (CPNG) Q4 2025 Earnings Call Transcript
Coupang reported record Q4 2023 results, with active customers reaching 21 million and a 16% year‑over‑year increase. Net revenue rose 23% to $6.6 billion, while free cash flow hit $1.8 billion and cash balances grew to $5.6 billion. Adjusted EBITDA for the quarter was...
Puma Biotechnology Inc (PBYI) Q4 2025 Earnings Call Transcript
Puma Biotechnology reported total 2025 revenue of $75.5 million, driven by $59.9 million net product revenue from its HER2‑positive breast cancer drug NERLYNX and a surge in royalty income to $15.6 million after a large shipment to a Chinese partner. Ex‑U.S. inventory rose...
Installed Building Products Inc (IBP) Q4 2025 Earnings Call Transcript
Installed Building Products reported a record $778 million in Q3 2025 revenue, up 2% year‑over‑year, driven by a 30% surge in heavy‑commercial sales. Adjusted EBITDA reached a new high of $140 million, delivering an 18% margin, while adjusted gross margin...
Nautilus Biotechnology Inc (NAUT) Q4 2025 Earnings Call Transcript
Nautilus Biotechnology reported a 23% drop in operating expenses to $15.4 million for Q4 2025, driven by lower R&D and administrative costs, while ending the quarter with $156.1 million in cash and a reduced cash burn of $50.2 million. The...
D Market Elektronik Hizmetler Ve Ticaret AS (HEPS) Q4 2025 Earnings Call Transcript
Hepsiburada reported a 57% year‑on‑year increase in gross merchandise volume (GMV) and 63% revenue growth for Q2 2022 on an unadjusted basis, but inflation‑adjusted figures showed a 10% GMV decline and a 6% revenue dip. The company posted positive free cash...
Hertz Global Holdings Inc (HTZ) Q4 2025 Earnings Call Transcript
Hertz Global Holdings reported $2.5 billion in Q4 2025 revenue and a $190 million adjusted corporate EBITDA, marking a $350 million year‑over‑year improvement and the first positive EPS in two years. Fleet utilization reached 84%, the highest since 2018, despite a 2% recall rate...
Enovis Corp (ENOV) Q4 2025 Earnings Call Transcript
EnPro Industries reported a strong fourth‑quarter 2025, with revenue climbing 14.3% to $295.4 million and adjusted EBITDA rising 19.2% to $69.4 million, delivering adjusted diluted EPS of $1.99, up nearly 27%. Both Sealing Technologies and Advanced Surface Technologies posted double‑digit sales growth,...
J M Smucker Co (SJM) Q3 2026 Earnings Call Transcript
J.M. Smucker reported a $75 million coffee tariff hit in Q3, which will flip to a tailwind in FY 2027, while its Sweet Baked Snacks segment beat top‑line expectations but missed profit targets due to transition costs. The company lowered full‑year net‑sales...
Castle Biosciences Inc (CSTL) Q4 2025 Earnings Call Transcript
Castle Biosciences reported $344.2 million revenue for 2025, beating its own guidance, and projected $340‑$350 million for 2026. Core test volumes surged, with TissueCypher reports up 86% to 39,014 and total reports reaching 105,053, while DecisionDx‑Melanoma grew modestly 9%. The company posted...
Daqo New Energy Corp (DQ) Q4 2025 Earnings Call Transcript
Daqo New Energy reported a 39.7% drop in annual polysilicon production to 123,652 metric tons, staying within its guided range, while sales outpaced output at 126,707 tons. Revenue fell 35% to $665 million and average selling price slipped 7.2%, yet the...
Fox Factory Holding Corp (FOXF) Q4 2025 Earnings Call Transcript
Fox Factory reported fiscal Q4 2025 revenue of $361.1 million, a 2.3% increase, and full‑year sales of $1.47 billion, up 5.3%. Gross margin slipped to 28.3% from 28.9% amid product‑mix shifts and tariff headwinds, and the company recorded a $295 million non‑cash...
Asure Software Inc (ASUR) Q4 2025 Earnings Call Transcript
Asure Software reported Q3 2025 revenue of $36.3 million, a 24% year‑over‑year increase, driven by strong growth across payroll, benefits, recruiting and time‑and‑attendance solutions. Recurring revenue rose 11% to $31.8 million, while professional services and hardware revenue jumped to $4.4...
Palmer Square Capital BDC Inc (PSBD) Q4 2025 Earnings Call Transcript
Palmer Square Capital BDC reported Q3 2025 results, deploying $138.7 million of capital across 28 new commitments while generating $13.6 million of net investment income that fully covered its $0.42 per‑share total dividend. The firm posted a NAV of $15.39 per share, reaffirmed...
Alta Equipment Group Inc (ALTG) Q4 2025 Earnings Call Transcript
Align Technology reported a record $1.05 billion Q4 2025 revenue, up 5.3% year‑over‑year, driven by strong clear‑aligner sales and expanding Systems & Services. Non‑GAAP operating margin improved to 26.1%, the highest since 2021, while cash balances rose to $1.09 billion. The company...
MP Materials Corp (MP) Q4 2025 Earnings Call Transcript
MP Materials announced a $400 million convertible preferred equity investment and a $150 million low‑interest loan from the U.S. Department of Defense, making the DOD its largest shareholder. The company set a $110 per‑kilogram price floor for NDPR‑containing products and will expand U.S....
Nelnet Inc (NNI) Q4 2025 Earnings Call Transcript
Navient reported Q4 2025 core EPS of $0.02 and a full‑year core loss of $0.35 per share, while exceeding its $400 million expense‑reduction target, delivering a 40% drop in operating costs and adding $2 billion of projected future cash flow. Earnest’s loan...