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.
Gladstone Land Corp (LAND) Q4 2025 Earnings Call Transcript
Gladstone Investment Corp reported a NAV increase to $14.95 per share, driven by $1.77 per share of unrealized appreciation and $0.09 per share of realized gains. Adjusted net investment income fell to $0.21 per share, while total assets rose to $1.2 billion after a new buyout added a 29th portfolio company. The firm refinanced its debt, swapping 8% notes for 6.875% notes and expanding its credit facility to $300 million, preserving liquidity. Monthly dividends remain at $0.08 per share, supported by interest‑rate floors that protect yields despite a modest yield dip to 12.9%.
Fidelity National Information Services Inc (FIS) Q4 2025 Earnings Call Transcript
Fidelity National Information Services (FIS) posted Q4 2025 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and lifted its full‑year revenue growth outlook to 5.4‑5.7%. Adjusted EBITDA margin expanded to 41.8% with a sequential 200‑basis‑point improvement, while free cash flow conversion...
Planet Fitness Inc (PLNT) Q4 2025 Earnings Call Transcript
Medifast reported Q4 2025 revenue of $75.1 million, down 36.9% year‑over‑year, as the active earning coach base shrank 40.6% to roughly 16,100. Despite the top‑line decline, average revenue per coach increased 6.2% to $4,664, marking the first year‑over‑year productivity gain since...
BridgeBio Pharma Inc (BBIO) Q4 2025 Earnings Call Transcript
BridgeBio Pharma reported Q4 2025 revenue of $120.7 million, a surge driven primarily by Attruby net product sales of $108.1 million and expanding royalty streams. The company announced statistically significant Phase III readouts for BBP-418 in limb‑girdle muscular dystrophy and...
Leonardo DRS Inc (DRS) Q4 2025 Earnings Call Transcript
Leonardo DRS reported Q2 FY2025 revenue of $829 million, up 10% year‑over‑year, and adjusted EBITDA of $96 million, expanding margin to 11.6%. Bookings reached $853 million with a 1.0 book‑to‑bill ratio and total backlog grew 9% to $8.6 billion. The company raised its full‑year...
Sotera Health Co (SHC) Q4 2025 Earnings Call Transcript
Sotera Health reported Q2 2025 revenue of $294 million, up 6.4% year‑over‑year, and adjusted EBITDA of $151 million, lifting the margin to 51.2%. Growth was led by Sterigenics’ 10.5% revenue increase and Nelson Labs’ 514‑basis‑point margin expansion, while Nordion delivered modest gains despite...
Avanos Medical Inc (AVNS) Q4 2025 Earnings Call Transcript
Avanos Medical reported $178 million net sales for the quarter, with organic sales in its strategic segments rising 10% year‑over‑year. The Specialty Nutrition Systems segment posted 14.5% organic growth, while the radiofrequency ablation business achieved double‑digit expansion. The company completed the...
Cipher Mining Inc (CIFR) Q4 2025 Earnings Call Transcript
Chimera Investment Corporation reported Q4 2025 GAAP net income of $7 million ($0.08 per share) and a full‑year profit of $144 million. The board increased the quarterly dividend 22% to $0.45 and signaled it will remain at that level through 2026. Integration...
Armstrong World Industries Inc (AWI) Q4 2025 Earnings Call Transcript
Armstrong World Industries reported record third‑quarter net sales, up 10% year‑over‑year, driven by solid performance in both Mineral Fiber and Architectural Specialties. Adjusted EBITDA rose 6% with the Mineral Fiber segment posting a 43.6% margin, while adjusted diluted EPS climbed...
Sun Communities Inc (SUI) Q4 2025 Earnings Call Transcript
Sunoco LP closed its Parkland acquisition, expanding to 32 countries and delivering record Q4 adjusted EBITDA of $706 million and full‑year 2025 EBITDA of $2.12 billion, a 36% increase. Distributable cash flow hit $442 million, supporting a $0.9317 per unit distribution, the fifth...
Verra Mobility Corp (VRRM) Q4 2025 Earnings Call Transcript
Verra Mobility reported Q3 2025 revenue of $262 million, up 16% year‑over‑year, and adjusted EBITDA of $113 million, delivering a 44% margin. Growth was powered by a 28% surge in Government Solutions revenue, highlighted by a 46% jump from the New York City red‑light camera...
SPX Technologies Inc (SPXC) Q4 2025 Earnings Call Transcript
SPX Technologies reported $2.212 billion revenue for 2025, a 19.4% Q4 increase driven by both acquisitions and organic growth across its HVAC and Detection & Measurement segments. Adjusted EPS rose 25% YoY to $1.88 in Q4 and $6.76 for the full...
Tigo Energy Inc (TYGO) Q4 2025 Earnings Call Transcript
Tigo Energy reported Q3 2025 revenue of $30.6 million, up 115% year‑over‑year and 27% sequentially, driven by a 68% jump in U.S. sales and strong repowering demand. The company returned to GAAP operating profitability with $0.6 million operating income and...
Establishment Labs Holdings Inc (ESTA) Q4 2025 Earnings Call Transcript
Establishment Labs reported $53.8 million revenue for Q3 2025, a 33.7% year‑over‑year increase, and achieved a 70.1% gross profit margin, the first time surpassing the 70% benchmark. The company posted its inaugural positive adjusted EBITDA of $1.2 million, reversing losses of...
Matson Inc (MATX) Q4 2025 Earnings Call Transcript
Matson Inc. posted a mixed Q2 2025, with net income down 16.3% to $94.7 million and consolidated operating income falling $11.6 million to $113 million, driven primarily by a 14.6% drop in China container volumes. Hawaii and Alaska lanes showed modest growth, while...
Marqeta Inc (MQ) Q4 2025 Earnings Call Transcript
Marqeta reported Q4 2024 total processed volume (TPV) of $80 billion, a 29% year‑over‑year increase, and net revenue of $136 million, up 14%. Adjusted EBITDA turned positive at $13 million, delivering a 9% margin, marking the company’s first profitable quarter. The firm announced...
Universal Insurance Holdings Inc (UVE) Q4 2025 Earnings Call Transcript
Universal Insurance Holdings reported a strong Q4 2025, posting adjusted EPS of $1.36 and a 30.6% adjusted ROE. Core revenue rose 4.9% to $400 million, driven by higher net premiums earned and investment income, while the net loss ratio improved to...
SLR Investment Corp (SLRC) Q4 2025 Earnings Call Transcript
SLR Investment Corp reported flat net investment income of $0.40 per share and a net income of $0.43 per share, delivering a 9.4% annualized return on equity for the quarter ended September 30, 2025. The firm’s NAV rose modestly to $18.21 per...
Vaxcyte Inc (PCVX) Q4 2025 Earnings Call Transcript
Incyte reported a strong Q4 2025, delivering $1.51 billion in revenue, a 28% year‑over‑year increase, and $5.14 billion for the full year, up 21%. Core products drove the surge: Jakafi posted $828 million in Q4 sales, Opsilura $207 million, and hematology/oncology sales jumped 121%...
NexPoint Residential Trust Inc (NXRT) Q4 2025 Earnings Call Transcript
NexPoint Residential Trust reported a narrowed Q3 2025 net loss of $7.8 million, or $0.31 per diluted share, while total revenue slipped to $62.8 million. Same‑store NOI rose 3.5% to $38.8 million, driven by a 6.3% drop in operating expenses and a $72...
Navitas Semiconductor Corp (NVTS) Q4 2025 Earnings Call Transcript
Navitas Semiconductor reported Q3 2025 results that met guidance, but highlighted a decisive strategic shift called Navitas 2.0. The company is deprioritizing its low‑margin mobile business, especially in China, and reallocating resources toward high‑power markets such as AI data centers,...
Flywire Corp (FLYW) Q4 2025 Earnings Call Transcript
Flywire reported Q4 2024 revenue of $112.8 million, a 17.4% year‑over‑year increase, and adjusted EBITDA that rose roughly 700 basis points, meeting the midpoint of its guidance. The company highlighted strong growth in its travel vertical—over 50% organic expansion making it...
Abcellera Biologics Inc (ABCL) Q4 2025 Earnings Call Transcript
AbCellera Biologics reported a transformative 2024, shifting from a partnership platform to a clinical‑stage biotech. The company advanced two internal antibody programs, ABCL635 and ABCL575, toward CTA filings in Q2 2025 and highlighted a $800 million liquidity position. It outlined a...
Elanco Animal Health Inc (ELAN) Q4 2025 Earnings Call Transcript
Elanco Animal Health reported fourth‑quarter 2024 revenue of $1.02 billion, a 1% decline on a reported basis but a 4% organic constant‑currency increase. The company highlighted six newly launched products, including Zenrelia and Credelio Quattro, driving $461 million of innovation revenue that exceeded...
Henry Schein Inc (HSIC) Q4 2025 Earnings Call Transcript
Henry Schein reported $3.4 billion in Q4 2025 sales, a 7.7% increase and the strongest growth in over three years. Non‑GAAP operating margin held at 7.42% while cash flow from operations jumped to $381 million. Cloud‑based Dentrix Ascend reached over 11,000 subscribers,...
FrontView REIT Inc (FVR) Q4 2025 Earnings Call Transcript
FrontView REIT reported sequential revenue growth to $17.6 million and a 6.7% rise in adjusted funds from operations (AFFO) per share, reaching 32 cents. The REIT resolved nine of twelve previously troubled assets, achieving over 89% recovery on purchase price and re‑leasing...
Mosaic Co (MOS) Q4 2025 Earnings Call Transcript
Masco Corp reported fourth‑quarter 2025 results with net sales down 2% and operating profit of $259 million, yielding a 14.4% margin. The plumbing segment posted a 3% sales increase and a 16.3% margin, while the Decorative Architectural segment fell 15% with...
DigitalOcean Holdings Inc (DOCN) Q4 2025 Earnings Call Transcript
DigitalOcean reported Q4 2024 revenue of $205 million, a 13% year‑over‑year increase, and lifted net dollar retention to 99%, with core cloud services hitting 100% retention for the first time since mid‑2023. Higher‑spend "Scalers+" customers grew 17% in count, contributed 22%...
It’s a Vix World
TelevisaUnivision reported a 5% YoY revenue decline to $4.8 billion in 2025, but highlighted the Direct‑to‑Consumer (DTC) segment as a bright spot. The Spanish‑language streamer Vix achieved full‑year profitability, contributing roughly a quarter of total revenue and 20% of adjusted OIBDA,...
Xenia Hotels & Resorts Inc (XHR) Q4 2025 Earnings Call Transcript
Xenia Hotels & Resorts reported a Q3 2025 net loss of $13.7 million while generating $42.2 million of adjusted EBITDAre and 23 cents adjusted FFO per share, an 8% YoY decline. Same‑property RevPAR was flat, but excluding the Houston market the portfolio saw...
Talos Energy Inc (TALO) Q4 2025 Earnings Call Transcript
Talos Energy reported adjusted EBITDA of $294 million and adjusted free cash flow of $99 million for the quarter, driven by cost‑saving initiatives and strong operational performance. Average production reached 93,300 barrels of oil equivalent per day, with oil comprising 69% of...
Slide Insurance Holdings Inc (SLDE) Q4 2025 Earnings Call Transcript
National MI Holdings reported a record 2025 year, posting $388.9 million net income (up 8%), diluted EPS of $4.92 (up 11%), and a 16.2% return on equity. Insurance in force reached $221.4 billion, while fourth‑quarter new insurance written hit $14.2 billion, driving total...
Iovance Biotherapeutics Inc (IOVA) Q4 2025 Earnings Call Transcript
Iovance Biotherapeutics reported third‑quarter product revenue of about $68 million, a 13% sequential increase, driven primarily by $58 million in Amtagvi sales and $10 million in Proleukin revenue. Gross margin improved to roughly 43% after a restructuring that cut cost of sales by...
Huron Consulting Group Inc (HURN) Q4 2025 Earnings Call Transcript
Huron Consulting Group reported record third‑quarter 2025 revenues, with RBR reaching $432.4 million, a 16.8% year‑over‑year increase. The Healthcare segment drove growth, posting a 19.9% rise in RBR and expanding operating‑income margin to 30.9%. Adjusted earnings per share climbed 25% to...
CCC Intelligent Solutions Holdings Inc (CCC) Q4 2025 Earnings Call Transcript
CTS Corporation reported fourth‑quarter 2025 revenue of $137 million, a 9% year‑over‑year increase, with diversified end markets now contributing 59% of total sales. The medical segment surged, posting a 41% quarterly sales jump and a 37% rise in bookings, while the...
Fulcrum Therapeutics Inc (FULC) Q4 2025 Earnings Call Transcript
Fulcrum Therapeutics reported a strong fourth‑quarter, posting $1.51 billion in revenue, a 28% year‑over‑year increase, and a full‑year 2025 revenue of $5.14 billion, up 21%. Core product sales accelerated, led by Jakafi’s $828 million Q4 revenue and Opsilura’s 28% sales jump to $207 million....
Lucid Group Inc (LCID) Q4 2025 Earnings Call Transcript
Lucid Group reported a record 2024 with 9,029 vehicles produced and 10,241 deliveries, a 71% year‑over‑year increase. GAAP gross margin narrowed to –114% from –225% a year earlier, signaling improving cost structure. The new Lucid Gravity SUV generated strong order...
Adapthealth Corp (AHCO) Q4 2025 Earnings Call Transcript
American Well Corp (AHCO) reported Q4 2025 revenue of $55.3 million, a 22.1% YoY decline, as the company completed its pivot from a multi‑product telehealth provider to a pure SaaS platform. Subscription revenue now represents 53% of total revenue, reflecting...
Supernus Pharmaceuticals Inc (SUPN) Q4 2025 Earnings Call Transcript
Vanda Pharmaceuticals reported a 9% rise in total revenue to $216.1 million for 2025, driven primarily by a 24% jump in Fanapt sales and a successful bipolar disorder launch. The company secured FDA approval for tradipitant (Nirius) for motion‑sickness prevention, marking...
Xometry Inc (XMTR) Q4 2025 Earnings Call Transcript
Xometry Inc. reported fourth‑quarter 2025 revenue of $2 billion, a 5% year‑over‑year increase, driven by modest LTL growth and higher yields. Adjusted EBITDA rose 11% to $312 million, with the LTL segment contributing $285 million, while adjusted diluted EPS climbed 18% to $0.88....
Par Pacific Holdings Inc (PARR) Q4 2025 Earnings Call Transcript
Par Pacific Holdings reported Q3 2025 adjusted EBITDA of $372 million, largely driven by a $200 million boost from small refinery exemptions. Throughput reached a near‑record 198,000 barrels per day and system‑wide production costs fell to a record low $6.13 per barrel....
Option Care Health Inc (OPCH) Q4 2025 Earnings Call Transcript
Centene reported full‑year 2025 adjusted diluted EPS of $2.08 and a Q4 loss of $1.19 per share, impacted by a $389 million Magellan divestiture charge. Management forecast 2026 adjusted EPS above $3, implying more than 40% year‑over‑year growth, driven by Medicaid...
Globus Medical Inc (GMED) Q4 2025 Earnings Call Transcript
Globus Medical reported a record $2.519 billion revenue for 2024, up 61% year‑over‑year, and a non‑GAAP EPS of $3.04, a 31% increase. Free cash flow surged 145% to $405 million, allowing the company to eliminate its remaining $1 billion merger debt by Q1 2025....
Life Time Group Holdings Inc (LTH) Q4 2025 Earnings Call Transcript
Life Time Group Holdings reported Q2 2025 revenue of $761 million, up 14% year‑over‑year, driven by higher membership dues, enrollment fees, and incentive revenue. Net income rose 36.5% to $72.1 million, while adjusted EBITDA reached $211 million with a 27.7% margin, reflecting strong...
Camping World Holdings Inc (CWH) Q4 2025 Earnings Call Transcript
CTS Corporation reported fourth‑quarter 2025 revenue of $137 million, a 9% year‑over‑year increase, while sequentially falling 4%. Diversified end markets now represent 59% of total revenue, growing 16% YoY, driven by strong medical (+41% Q4) and industrial (+16% Q4) performance. Adjusted...
Evolent Health Inc (EVH) Q4 2025 Earnings Call Transcript
Evolent Health reported $2.55 billion in 2024 revenue, a 30% year‑over‑year increase, with adjusted EBITDA of $160.5 million landing at the low end of its guidance due to elevated oncology costs. The company announced two major contracts—a New England health plan covering...
CAVA Group Inc (CAVA) Q4 2025 Earnings Call Transcript
CAVA Group reported a 20% year‑over‑year revenue increase to $289.8 million in Q4 2025, driven by strong same‑restaurant sales growth of 1.9% and the opening of 17 net new locations, bringing the total to 415 restaurants. Restaurant‑level profit margin expanded to...
First Watch Restaurant Group Inc (FWRG) Q4 2025 Earnings Call Transcript
Restaurant Brands International reported 2.4% comparable sales growth and 5.3% system‑wide sales increase for 2025, delivering 8.3% organic adjusted operating income growth and a 10.7% rise in adjusted EPS to $3.69. Net restaurant growth slowed to 2.9%, the lowest point...
EOG Resources Inc (EOG) Q4 2025 Earnings Call Transcript
EOG Resources reported a record $4.7 billion free cash flow for 2025, returning 100% of that amount to shareholders through an 8% dividend increase and $2.5 billion of share repurchases. The company cut well costs by 7% by extending lateral lengths and...
Ceribell Inc (CBLL) Q4 2025 Earnings Call Transcript
Ceribell reported a 34% year‑over‑year revenue increase to $24.8 million in Q4 2025, reaching $89.1 million for the full year. Gross margins remained high at 87% for the quarter, with a cash balance of $159.3 million, while net loss widened to $13.5 million due...