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.
Lincoln Educational Services Corp (LINC) Q4 2025 Earnings Call Transcript
Lincoln Educational Services reported a strong fourth‑quarter 2025, with revenue climbing 21.4% to $142.9 million and net income surging over 70% to $12.7 million. Student starts rose 15.7%, marking the 13th consecutive quarter of growth and fueling a 51% jump in adjusted EBITDA to $29.1 million, with margins expanding to 20.4%. The company completed three major campus projects, exited low‑ROI programs, and announced 2026 guidance targeting $580‑$590 million revenue and $72‑$76 million adjusted EBITDA. A new EBITDA calculation will exclude pre‑opening costs starting in 2026, increasing transparency.
Boise Cascade Co (BCC) Q4 2025 Earnings Call Transcript
Boise Cascade posted a Q4 net loss of $309 million, largely due to $216 million of non‑cash impairments, including a $204 million write‑down at the Peace River mill. Operating EBITDA improved to a negative $20 million, an $8 million sequential gain, while liquidity rose to...
Innovex International Inc (INVX) Q4 2025 Earnings Call Transcript
Innovex International reported Q2 2025 revenue of $224 million, up 72% year‑over‑year but down 7% sequentially, as international and offshore sales slipped 13% amid Middle East and Asia‑Pacific headwinds. Adjusted EBITDA rose to $47 million, lifting the margin to 21% while free...
Summit Therapeutics Inc (SMMT) Q4 2025 Earnings Call Transcript
Summit Therapeutics reported a strong cash position of $713 million with no debt at the end of 2025, while GAAP operating expenses fell to $225 million despite a rise in non‑GAAP R&D spend. The FDA accepted the Biologics License Application for ivonesumab...
Myriad Genetics Inc (MYGN) Q4 2025 Earnings Call Transcript
Myriad Genetics reported Q4 2025 revenue of $209.8 million, essentially flat year‑over‑year but above its pre‑announced range, while test volume rose 2% to 382,000. Strong double‑digit growth was seen in MyRisk hereditary cancer (14% affected, 11% unaffected), Prolaris prostate cancer (12%...
Tarsus Pharmaceuticals Inc (TARS) Q4 2025 Earnings Call Transcript
Tarsus Pharmaceuticals reported record 2025 net product sales of $451.4 million, driven by XDEMVY adoption, and issued its first full‑year 2026 guidance forecasting $670‑$700 million, implying over 50% revenue growth. The company highlighted a 44% gross‑to‑net discount, a robust DTC campaign that...
Atlas Energy Solutions Inc (AESI) Q4 2025 Earnings Call Transcript
Advanced Energy Industries reported Q4 2025 revenue of $489 million, up 6% sequentially and 18% year‑over‑year, driven by record data‑center and strong semiconductor sales. Gross margin rose to 39.7%, the highest in five years, while operating margin reached 17.8% and EPS...
Addus Homecare Corp (ADUS) Q4 2025 Earnings Call Transcript
Humana reported adjusted 2025 EPS of $17.14, matching guidance and surpassing the $16.25 estimate. The company added roughly 1 million Medicare Advantage members, a 20% increase, while improving retention by over 500 basis points. New sales were dominated by high‑value channels,...
Genworth Financial Inc (GNW) Q4 2025 Earnings Call Transcript
Genworth Financial reported a modest Q4 2024 net loss of $1 million but delivered $15 million adjusted operating income, driven largely by Enact’s record $585 million contribution. Full‑year 2024 net income rose to $299 million, bolstered by $378 million pre‑tax statutory earnings and a $355 million...
Immunitybio Inc (IBRX) Q4 2025 Earnings Call Transcript
AbbVie reported a record $61.2 billion in net revenue for 2025, an 8.6% increase that beat guidance despite a $16 billion HUMIRA erosion. Adjusted EPS reached $10, $0.54 above the midpoint, while SKYRIZI and RINVOQ together generated $7.4 billion in Q4, delivering double‑digit...
Ivanhoe Electric Inc (IE) Q4 2025 Earnings Call Transcript
Enphase Energy reported Q4 2025 revenue of $343.3 million, with U.S. sales representing 89% of the total and a 13% sequential decline in U.S. revenue and a 29% drop in Europe. Gross margins fell to 46.1% non‑GAAP and 44.3% GAAP, largely...
Freshpet Inc (FRPT) Q4 2025 Earnings Call Transcript
Freshpet reported Q4 2025 net sales of $285.2 million, an 8.6% year‑over‑year increase, and full‑year sales of $1.102 billion, up 13% despite a slowdown in the overall pet‑food category. Adjusted EBITDA rose 16% to $61.2 million and adjusted gross margin improved to 48.4%,...
Allison Transmission Holdings Inc (ALSN) Q4 2025 Earnings Call Transcript
Allison Transmission reported Q4 2025 net sales of $737 million, a 7% year‑over‑year decline, while adjusted EBITDA margin improved to 36%, up 200 basis points. Net income fell sharply to $99 million due to a $29 million electrification impairment and $26 million acquisition costs,...
Backblaze Inc (BLZE) Q4 2025 Earnings Call Transcript
BlackLine reported Q4 2025 revenue of $183 million, an 8% increase year‑over‑year, and total ARR of $702 million, up nearly 10%. Bookings surged 22% to a record level, with three‑quarters coming from existing customers, while platform pricing adoption rose to 11% of...
Axsome Therapeutics Inc (AXSM) Q4 2025 Earnings Call Transcript
Axsome Therapeutics reported a 66% revenue surge to $639 million in 2025, driven by strong growth in Auvelity, Sunosi and the newly launched Cymbravo. Net loss narrowed to $183 million, a 35% improvement year‑over‑year, while cash rose to $323 million. The company secured...
UFP Industries Inc (UFPI) Q4 2025 Earnings Call Transcript
United Fire Group reported record 2025 results, delivering $67 million underwriting profit and $1.3 billion net written premium, a 9% increase year‑over‑year. The combined ratio fell to 94.8%, and return on equity climbed to 13.7%, the highest in two decades. A 25%...
ProAssurance Corp (PRA) Q4 2025 Earnings Call Transcript
Assurant reported double‑digit adjusted EBITDA and EPS growth for 2025, with 11% EBITDA growth excluding catastrophes and 12% EPS growth. The company’s Global Housing segment surpassed $1 billion in adjusted EBITDA, while device protection subscriptions rose to over 66 million and vehicle...
BWX Technologies Inc (BWXT) Q4 2025 Earnings Call Transcript
BWX Technologies reported $866 million revenue for the quarter, a 29% year‑over‑year increase, propelled by strong performance in both government and commercial segments. The company’s backlog surged to $7.4 billion, up 119% YoY, delivering a book‑to‑bill ratio of 2.6. Commercial operations exploded...
Keysight Technologies Inc (KEYS) Q1 2026 Earnings Call Transcript
Keysight Technologies reported Q4 fiscal 2025 revenue of $1.419 billion, a 10% year‑over‑year rise, and full‑year revenue of $5.375 billion, up 8%. The company posted record free cash flow of $1.3 billion, returned $375 million via share buybacks and announced a fresh $1.5 billion repurchase...
BioMarin Pharmaceutical Inc (BMRN) Q4 2025 Earnings Call Transcript
BioMarin Pharmaceutical raised its fiscal 2025 total revenue guidance, now starting at $3.15 billion, and reaffirmed Voxzogo revenue between $900 million and $935 million. The company lifted non‑GAAP operating margin guidance to 26‑27% and lifted diluted EPS guidance to $3.50‑$3.60. A $221 million IPR&D...
AMC Entertainment Holdings Inc (AMC) Q4 2025 Earnings Call Transcript
AMC Networks reported a strong 2025, with streaming becoming its largest domestic revenue source and free cash flow of $272 million surpassing the $200 million target. The company cut gross debt by nearly $600 million, lowering net leverage to 3.1 x while maintaining $675 million...
Quaker Chemical Corp (KWR) Q4 2025 Earnings Call Transcript
Timken reported adjusted earnings per share of $1.14 and revenue of $1.11 billion for Q4 2025, surpassing the top end of its guidance. Free cash flow rose to $141 million for the quarter, enabling a $36 million shareholder return and a $130 million net‑debt reduction,...
Ziff Davis Inc (ZD) Q4 2025 Earnings Call Transcript
Zillow Group reported Q4 2025 revenue of $654 million, an 18% year‑over‑year increase, and full‑year revenue of $2.4 billion, up 16%. Rentals surged 45% YoY, driven by a 63% jump in multifamily revenue, while mortgage revenue rose 39% and purchase‑loan origination volume...
Forward Air Corp (Delaware) (FWRD) Q4 2025 Earnings Call Transcript
Forward Air Corp reported full‑year 2025 adjusted EBITDA of $293 million, a $40 million increase year‑over‑year, while consolidated EBITDA held steady at $307 million. The OmniLogistics segment nearly doubled its EBITDA to $124 million, boosting its margin by 360 basis points, and Expedited Freight...
Viper Energy Inc (VNOM) Q4 2025 Earnings Call Transcript
Viper Energy Partners reported a strong rebound in Q4 2020, generating roughly $200 million in operating cash flow that translated almost entirely into free cash flow thanks to its zero‑capital‑requirement royalty model. The company declared a $0.14 per unit distribution, repurchased...
Ultra Clean Holdings Inc (UCTT) Q4 2025 Earnings Call Transcript
Ultra Clean Holdings reported Q4 2025 revenue of $506.6 million, essentially flat year‑over‑year, while gross margin slipped to 16.1% from 17%. The company’s global cleanroom capacity is 65% utilized, enough to support up to $3 billion in revenue, and it plans to...
Octave Specialty Group Inc (OSG) Q4 2025 Earnings Call Transcript
Oscar Health reported a 28% revenue jump to $11.7 billion for 2025, driven by strong membership growth that lifted year‑end enrollment to 2 million and a total of 3.4 million members by February 2026. The company posted a $443 million net loss, largely from...
ACV Auctions Inc (ACVA) Q4 2025 Earnings Call Transcript
ACV Auctions reported Q4 2025 revenue of $184 million, a 15% year‑over‑year increase, and adjusted EBITDA of $8 million, up 36% YoY, both at the high end of guidance. Unit sales hit 193,000 vehicles, with full‑year volume growing 12% and...
EverQuote Inc (EVER) Q4 2025 Earnings Call Transcript
Evercore reported record 2025 results, posting $3.9 billion in adjusted net revenue, a 29% year‑over‑year increase, and $839 million in adjusted operating income, up 50%. Non‑M&A businesses contributed roughly 45% of total revenue, underscoring the firm’s diversification strategy. The firm expanded its...
Dominion Energy Inc (D) Q4 2025 Earnings Call Transcript
Dominion Energy lifted its five‑year capital investment outlook by 30% to roughly $65 billion, with more than 90% of the additional spend earmarked for Dominion Energy Virginia to accommodate surging data‑center demand. The company guided 2026 operating earnings per share (excluding...
Tennant Co (TNC) Q4 2025 Earnings Call Transcript
Tenable Holdings reported Q4 2025 revenue of $260.5 million, a 10.5% YoY increase, and full‑year growth of 11%. The AI‑powered Tenable One platform drove 46% of new and expansion business, delivering a net dollar expansion rate of 106% and pushing...
Mediaalpha Inc (MAX) Q4 2025 Earnings Call Transcript
MediaAlpha (MAX) posted a record 2025 with $2 billion in transaction value, $1 billion in revenue and $100 million adjusted EBITDA, driven primarily by a 65% surge in its property‑and‑casualty (P&C) vertical. AI‑driven search and large‑language‑model traffic lifted P&C click volume more than...
SI-BONE Inc (SIBN) Q4 2025 Earnings Call Transcript
SI‑BONE reported record Q4 2025 revenue of $56.3 million, a 15% year‑over‑year increase, and full‑year sales of $200.9 million, up 20.2%. The company posted its first positive adjusted EBITDA ($5.1 million) and generated free cash flow for the quarter, narrowing the net loss...
Adyen Shares Drop Up to 20% Following Cautious Outlook for Future Growth
Adyen posted H2 2025 net revenue of €1.27 billion, a 17% year‑over‑year rise, and total processed volume of €745 billion, up 19% excluding a major client. EBITDA grew 23% to €702 million, delivering a 55% margin, while full‑year 2025 revenue reached €2.36 billion. The company’s...
Downward Price Target Revisions Follow Amdocs Limited (DOX) Earnings
Barclays and Stifel both trimmed their price targets for Amdocs Limited following the company’s Q1 earnings, with targets now at $92 and $88 respectively, though both maintain positive ratings. The earnings were described as resilient, buoyed by a newly announced...
What to Expect in Markets This Week: Earnings From Nvidia, Home Depot, Banks, and Berkshire; Trump Speech
Nvidia’s earnings dominate this week’s market focus as AI‑chip demand remains a key driver. Home Depot and Lowe’s will report amid a housing‑market slowdown, while Berkshire Hathaway files its first post‑Buffett report under Greg Abel. Media firms Paramount Skydance and Warner Bros. Discovery revive...
Florida Gains Ground; Tampa Still Struggles, Toll Brothers Reports
Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged" 6 things to know from Toll Brothers’ latest earnings and earnings call ResiClub PRO https://t.co/UeLaeEXrxl
Stock Market Week: Nvidia Earnings, Apple And Strategy Events
The market opened higher as the S&P 500 rose 0.69% and the Nasdaq added 0.90% following Nvidia’s earnings beat and Apple’s upbeat product outlook. Nvidia shares edged up 1% after reporting revenue that topped expectations, while Apple gained 1.5% on news...
The Chefs’ Warehouse, Inc. (CHEF) Reports Q4 Revenue of $1.14B Versus Consensus of $1.1B
The Chefs’ Warehouse reported fourth‑quarter revenue of $1.14 billion, topping the $1.1 billion consensus. CEO Christopher Pappas highlighted sustained demand from upscale‑casual and higher‑end dining segments across domestic and international markets. The company also announced FY26 revenue guidance of $4.35‑$4.45 billion, roughly in...
RBC Raises Prologis (PLD) Target as Industrial Real Estate Outlook Improves
RBC Capital raised its price target on Prologis to $135, up from $132, after the REIT posted a fourth‑quarter FFO beat and signaled stronger market conditions. Analyst Michael Carroll reiterated a Sector Perform rating, citing confidence in the company’s expanding...
Employers Holdings, Inc. (NYSE: EIG) Swings to Q4 Loss on Elevated Claims
Employers Holdings (EIG) posted a Q4 2025 loss of $23.4 million, with revenue slipping 21.3% year‑over‑year to $170.5 million. The full‑year net income collapsed from $118.6 million in 2024 to $10.8 million, while the GAAP combined ratio deteriorated to 106% in the quarter and...
Telephone and Data Systems, Inc. (NYSE: TDS) Profit Rebound on Fiber Momentum
Telephone and Data Systems (TDS) posted a fourth‑quarter 2025 revenue increase of 12% to $330.7 million and net income of $37.2 million, reversing a year‑earlier loss. Full‑year results showed a profit swing to $48.2 million on $1.23 billion of operating revenue, driven by accelerated...
Balchem Achieves Double-Digit Growth in GAAP Net Earnings for Q4 2025
Balchem Corporation reported record fourth‑quarter and full‑year 2025 results, with GAAP net earnings rising 16.8% to $39.2 million and total revenue surpassing $1 billion for the first time. Net sales grew 9.8% YoY to $263.6 million, driven primarily by the Human Nutrition &...
I-80 Gold Advances Recapitalization Plan as Project Development Continues
i-80 Gold Corp reported Q4 2025 revenue of $21.3 million, an 8.3% decline from the prior year, while net loss widened to $85.6 million. The company completed a Class 3 study for the Lone Tree autoclave refurbishment, confirming 2,268 t/day capacity and a $430 million...
Important Takeaways From Medtronic’s (MDT) Q3 2026 Earnings Report
Medtronic reported Q3 2026 adjusted earnings of $1.36 per share, beating expectations, while revenue climbed 8.7% to $9.0 billion, led by a 13.8% surge in its cardiovascular unit. Operating margin slipped to 16.2% from 19.9% as the company intensified R&D spending...
Ryerson Reports Fourth Quarter and Full-Year 2025 Results
Ryerson Holding Corp reported Q4 2025 revenue of $1.105 billion, a 4.9% QoQ decline but a 9.7% YoY increase, while full‑year revenue slipped 0.6% to $4.57 billion. The company posted a Q4 net loss of $37.9 million and a full‑year loss of $56.4 million,...
NVDA to Outpace Street, 2027 Growth Near 40%
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
Oil States Reports Fourth-Quarter Results Amid Restructuring Charges
Oil States International posted Q4 2025 revenue of $178.5 million, an 8% year‑on‑year increase, but reported a GAAP net loss of $117.2 million due to one‑time asset impairment and restructuring charges. Adjusted EBITDA improved 22% to $22.8 million, and adjusted net income rose...
Howard Hughes Holding’s Earnings Wobble as Ackman Asks For More Time
Bill Ackman's Pershing Square bought Howard Hughes Holdings for $900 million in May 2025 and is reshaping the commercial‑real‑estate firm into a diversified holding company. The firm announced a $2.1 billion acquisition of Vantage Group’s insurance business, slated to close this quarter....
Dropbox FY2025 - Flat Results and Guidance, Still Betting on Dash for Growth
Dropbox reported FY2025 revenue of $2.5 billion, essentially flat year‑over‑year, while GAAP operating margin improved to 27.3% and non‑GAAP margin hit 40.6%. The company expects paying‑user growth to remain flat in FY2026, mirroring the prior year’s stability. Dropbox is banking on...