Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, a 15% increase year‑over‑year, and a backlog of $11.4 billion boosted by its recent ANSYS acquisition. The company announced a strategic $2 billion equity investment from Nvidia and said Q4 revenue hit $2.25 billion, meeting guidance, while non‑GAAP operating margin rose to 37.3% and EPS topped forecasts.
Accor EBITDA Beats Forecasts as RevPAR Rises 4.2%
Accor posted a 4.2% rise in RevPAR for FY 2025, driving recurring EBITDA to €1.20 bn – a 13.3% increase at constant currency that beat its 11‑12% outlook. Revenue grew 4.5% to €5.6 bn, led by a 9.8% jump in the luxury and lifestyle division. The group added 303 hotels and 51,000 rooms, expanding its portfolio to 5,836 properties, and announced a €450 m share buyback for 2026 as part of a €3 bn return plan.
INSM Projects 2026 Brinsupri Sales Minimum $1B
$INSM guides to 2026 Brinsupri sales of "at least $1B" in line with consensus. https://t.co/o7JhPKU3m1
CRISPR Therapeutics Gains After Earnings as Pipeline Hope Grows
CRISPR Therapeutics shares rose over 12% after reporting Q4 2025 earnings that showed a larger‑than‑expected loss and minimal recognized revenue. The company’s flagship therapy CASGEVY generated $54 million in sales, but under its revenue‑sharing deal with Vertex only $0.86 million was recorded. CRISPR...
Deere Soars as Tractor Maker Sees Upturn in Farm Economy
Deere & Co. saw its shares jump the most in six years after the company lifted its annual profit outlook. The farm‑machinery giant said it expects a sustained upturn in the global agriculture economy. CEO John May highlighted recovering demand...
Walmart’s Ad Business Grew 46% in 2025, Hitting Nearly $6.4B
Walmart’s advertising arm surged 46% in 2025, generating nearly $6.4 billion, while the broader company posted $713.2 billion in revenue. Walmart Connect alone grew 41% in Q4, and the Vizio acquisition added high‑minimum‑price inventory. AI chatbot Sparky, now tested with ads, drives...
Q4: Omnicom’s IPG Merger Is An AI Test Case
Omnicom reported Q4 results after closing its $13.5 billion acquisition of Interpublic Group, positioning AI as the chief growth driver for the merged firm. The company highlighted its Omni platform, now integrated with Acxiom’s Real ID and Flywheel’s Commerce Cloud, to...
Q4: Omnicom’s IPG Merger Is An AI Test Case
Omnicom reported its first earnings after completing the $13.5 billion acquisition of IPG, positioning AI as the core growth engine for the combined firm. The company highlighted its Omni platform, now linked with Acxiom’s Real ID and Flywheel’s Commerce Cloud, to...
Telstra Posts Strong First Half FY26 Profit Amid Job Cuts
Telstra reported an 8.1% profit increase to $1.2 billion for the first half of FY26, with revenue edging up 0.3% to $11.6 billion and earnings rising 4.7% to $4.4 billion. The company achieved 3.1 percentage points of operating leverage by cutting $179 million in...
Visteon Corp (VC) Q4 2025 Earnings Call Transcript
Visteon reported a record 2025 adjusted EBITDA of $492 million, representing a 13.1% margin, and generated $292 million of adjusted free cash flow. Displays sales surged about 20% year‑over‑year, while new business wins hit $7.4 billion, a 20% increase driven largely by displays...
Alight Inc (ALIT) Q4 2025 Earnings Call Transcript
Alight Inc. posted FY 2025 revenue of $2.3 billion, with recurring revenue down 2.2% and project revenue plunging 22%, resulting in a 5% decline in revenue under contract for 2026. Adjusted EBITDA reached $561 million, delivering a 24.8% margin, while free cash flow...
Consolidated Edison Inc (ED) Q4 2025 Earnings Call Transcript
Iridium Communications reported Q4 2025 results that met guidance, with full‑year service revenue up 3% and OIBDA reaching $495.3 million, a 5% year‑over‑year increase. Pro forma free cash flow hit $296 million, supporting a 3.3% dividend yield and a share‑repurchase program that...
Grail Inc (GRAL) Q4 2025 Earnings Call Transcript
Grail reported Q4 2025 revenue of $36.2 million, a 26% year‑over‑year rise, driven by 45,000 Gallery tests sold—a 39% volume increase. The company completed a $325 million private placement, boosting cash to roughly $850 million, and announced a strategic partnership with Samsung that...
Century Aluminum Co (CENX) Q4 2025 Earnings Call Transcript
Kaiser Aluminum reported $3.4 billion in net sales for 2025, generating $1.5 billion in conversion revenue after $1.9 billion of alloy metal hedge costs. Total shipments fell 5% to 1.1 billion pounds, while packaging conversion revenue rose 11% thanks to a shift toward coated...
Floor & Decor Holdings Inc (FND) Q4 2025 Earnings Call Transcript
Floor & Decor announced a leadership transition, naming President Brad Paulsen CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted EPS of $0.53, a 10.4% increase, and total sales of $1.18 billion, up 5.5% year‑over‑year, but...
Pulse Biosciences Inc (PLSE) Q4 2025 Earnings Call Transcript
Pulse Biosciences reported its first commercial revenue of $86,000 from limited market release of the nPulse platform and Vibrance disposables. The company completed over 200 procedures across pilot programs and advanced multiple clinical studies, including FDA IDE clearance for the...
Evergy Inc (EVRG) Q4 2025 Earnings Call Transcript
Evergy reported third‑quarter adjusted EPS of $2.03, a modest year‑over‑year rise, while narrowing its 2025 adjusted EPS outlook to $3.92‑$4.02 due to below‑normal cooling degree days. The utility unveiled a $17.5 billion capital plan through 2029 aimed at grid modernization and...
American Coastal Insurance Corp (ACIC) Q4 2025 Earnings Call Transcript
Acadian Asset Management reported record assets under management of $177.5 billion, a 52% increase year‑over‑year, driven by strong net client cash flows of $5.4 billion in Q4 and $29.4 billion for the full year. While US GAAP net income fell 18% in the...
Travelzoo (TZOO) Q4 2025 Earnings Call Transcript
Travelzoo reported Q2 2025 revenue of $23.9 million, a 13% year‑over‑year increase, primarily from advertising and commerce. GAAP operating profit fell to $2.1 million (9% of revenue) as the company ramped up member acquisition, with cost per new club member climbing to...
Universal Display Corp (OLED) Q4 2025 Earnings Call Transcript
UDR reported fourth‑quarter 2025 FFOA of $0.64 per share and a full‑year total of $2.54, both hitting the midpoint of its guidance range. Same‑store NOI growth outperformed expectations while occupancy held steady in the high‑96% range. For 2026 the company...
Upbound Group Inc (UPBD) Q4 2025 Earnings Call Transcript
Upbound Group reported record annual revenue of $4.7 billion, an 8.7% increase, and free cash flow of $180 million, the highest since 2022. The recent Bridget acquisition contributed $64.6 million in Q4 revenue and boosted paid‑subscriber numbers by nearly 30%. Adjusted EBITDA reached...
Guardant Health Inc (GH) Q4 2025 Earnings Call Transcript
GE HealthCare reported Q4 2025 revenue of $5.7 billion, up 4.8% organically, and posted a record backlog of $21.8 billion with a book‑to‑bill ratio of 1.06. Adjusted EBIT margin slipped to 16.7% after a $100 million tariff hit, while adjusted EPS fell 0.7%...
Barings BDC Inc (BBDC) Q4 2025 Earnings Call Transcript
Barings BDC reported a fourth‑quarter NAV of $11.09 per share, essentially unchanged from the prior quarter, while net investment income slipped to $0.27 per share. The firm declared a $0.26 quarterly dividend, delivering a 9.4% annualized yield on NAV, and...
Choice Hotels International Inc (CHH) Q4 2025 Earnings Call Transcript
Choice Hotels reported full‑year 2025 adjusted EBITDA of $626 million, up 4% and in line with guidance, while adjusted EPS matched the midpoint at $6.94. International expansion accelerated, adding 13% rooms to nearly 160,000 and pushing direct‑franchised rooms above 40% of...
Travere Therapeutics Inc (TVTX) Q4 2025 Earnings Call Transcript
Vertex Pharmaceuticals reported fourth‑quarter 2025 revenue of $3.2 billion, a 10% year‑over‑year increase, and full‑year revenue of $12 billion, up 9%. The company highlighted strong growth in its cystic fibrosis (CF) franchise, with 7% global expansion and double‑digit gains in the...
Integer Holdings Corp (ITGR) Q4 2025 Earnings Call Transcript
Integer Holdings reported an 8% rise in full‑year sales to $1.85 billion, with organic growth above 6%, and a 21% jump in adjusted EPS to $6.40. Adjusted operating income grew 13% and the operating margin expanded to 17.3%, driven by gross‑margin...
Texas Roadhouse Inc (TXRH) Q4 2025 Earnings Call Transcript
Texas Roadhouse reported total revenue just under $5.9 billion for 2025, with all three brands posting both sales and traffic growth. Same‑store sales rose 4.9% year‑over‑year, driven primarily by a 2.8% increase in guest traffic. Restaurant margin slipped to 13.9% as...
Appian Corp (APPN) Q4 2025 Earnings Call Transcript
Appian Corp reported 22% year‑over‑year total revenue growth to $202.9 million, driven by an 18% rise in cloud subscription revenue and a 36% surge in professional services. Adjusted EBITDA reached $19.7 million, comfortably above the $10‑$13 million guidance, while operating cash flow turned...
Sprouts Farmers Market Inc (SFM) Q4 2025 Earnings Call Transcript
Sprouts Farmers Market reported fourth‑quarter sales of $2.1 billion, an 8% year‑over‑year increase, and full‑year revenue of $8.8 billion, up 14%. Comparable store sales rose modestly 1.6% in Q4, while e‑commerce grew 15% and now accounts for roughly 15.5% of total sales....
TechnipFMC PLC (FTI) Q4 2025 Earnings Call Transcript
TechnipFMC reported full‑year 2025 revenue of $9.9 billion, up 9%, and adjusted EBITDA of $1.8 billion, a 33% increase driven by strong operating leverage. The Subsea segment generated $10.1 billion of inbound orders, with more than 80% awarded on a direct basis through...
Weave Communications Inc (WEAV) Q4 2025 Earnings Call Transcript
Weave Communications reported Q2 2025 revenue of $58.5 million, a 15.6% year‑over‑year increase, and beat the top end of its non‑GAAP guidance. Gross margin rose to 72.3%, up 40 basis points, while free cash flow reached $4.5 million and cash balances stood...
UL Solutions Inc (ULS) Q4 2025 Earnings Call Transcript
UL Solutions reported record full‑year revenue of $3.1 billion, up 6.4% (6.2% organic), and a Q4 revenue of $789 million, up 0.8% (5.7% organic). Adjusted EBITDA margin expanded 300 basis points to 25.9% for the year and 27.5% in Q4, while free...
Metallus Inc (MTUS) Q4 2025 Earnings Call Transcript
Metallus Inc reported a sequential decline in fourth‑quarter shipments and net sales, resulting in a GAAP loss of $14.3 million and adjusted EBITDA of $2.4 million. Annual shipments rose 14% year‑over‑year, and the order book expanded over 50%, pushing lead times into...
LKQ Corp (LKQ) Q4 2025 Earnings Call Transcript
LKQ Corp reported Q4 2025 revenue of $3.3 billion, a 2.7% year‑over‑year increase, while adjusted diluted EPS fell to $0.59 from $0.78. Free cash flow reached $847 million for the year, surpassing its $825 million target, and the company repaid over $500 million of...
Ryerson Holding Corp (RYI) Q4 2025 Earnings Call Transcript
Ryan Specialty Holdings reported a 21% revenue surge to $3.0 billion in 2025, propelled by 10.1% organic growth and a 10‑point M&A contribution. Adjusted EBITDAC rose 19.2% to $967 million, though margins slipped as the company invested heavily in talent, technology, and...
World Kinect Corp (WKC) Q4 2025 Earnings Call Transcript
World Kinect Corp (WKC) posted record free cash flow of $2.5 billion for 2025 and a $769 million Q4 surge, driving a stronger balance sheet and enabling a 40% free‑cash‑flow payout target. Margins rose 66% to $2,283 per ounce, while all‑in sustaining...
Cushman & Wakefield Ltd (CWK) Q4 2025 Earnings Call Transcript
Cushman & Wakefield reported a strong 2025 year, delivering adjusted EPS of $1.22—a 34% YoY increase—and total revenue of $7.1 billion, up 7% across all service lines and regions. Adjusted EBITDA rose 11% to $656 million with a 46‑basis‑point margin expansion, while...
AXT Inc (AXTI) Q4 2025 Earnings Call Transcript
Axcelis Technologies reported Q4 2025 revenue of $238 million and non‑GAAP EPS of $1.49, both surpassing internal forecasts, driven by a record $82 million CS&I aftermarket performance and a favorable product mix. Bookings rose to $128 million and the company exited the quarter...
Ardelyx Inc (ARDX) Q4 2025 Earnings Call Transcript
Ardelyx reported Q4 2025 revenue of $110.3 million, driven primarily by a 92% year‑over‑year surge in IBSRELA sales to $78.2 million. The company raised its full‑year IBSRELA revenue guidance to $270‑$275 million and posted a net loss of roughly $1 million, while cash balances...
Forum Energy Technologies Inc (FET) Q4 2025 Earnings Call Transcript
Forum Energy Technologies (FET) posted Q4 2025 revenue of $202 million, up 3% sequentially, and adjusted EBITDA of $23 million, both at the high end of guidance. International sales surged 78% quarter‑over‑quarter, pushing the backlog to an eleven‑year high, up 46% year‑to‑date....
Bandwidth Inc (BAND) Q4 2025 Earnings Call Transcript
Bandwidth reported $754 million total revenue for 2025, reflecting 10% organic year‑over‑year growth and double‑digit expansion in both voice and messaging segments. Adjusted EBITDA reached $93 million with a 17% margin, and free cash flow hit $57 million, surpassing multi‑year cash targets. Management...
ICU Medical Inc (ICUI) Q4 2025 Earnings Call Transcript
ICU Medical reported Q3 2025 revenue of $533 million, a 5% organic increase, driven by record consumables sales and solid IV systems growth. Adjusted diluted EPS rose 28% to $2.30 and adjusted EBITDA reached $106 million, reflecting higher gross margins and lower...
Casella Waste Systems Inc (CWST) Q4 2025 Earnings Call Transcript
Casella Waste Systems reported record Q3 2025 results, with revenue of $485.4 million, up 17.9% YoY, and adjusted EBITDA of $119.9 million, up 16.4%. Growth was driven by $53.4 million of acquisition revenue and solid‑waste pricing, while same‑store landfill volumes rose 11.7%. Management...
Insmed Inc (INSM) Q4 2025 Earnings Call Transcript
Insmed reported a $144.6 million net revenue for Brinsupri’s first full U.S. quarter, surpassing internal launch benchmarks. Management set a minimum $1 billion Brinsupri revenue target for 2026 and projected total company revenue to more than double 2025 levels, driven by continued...
Workiva Inc (WK) Q4 2025 Earnings Call Transcript
Workiva reported Q4 2025 revenue of $239 million, up 20% year‑over‑year and surpassing the top end of its guidance. Subscription revenue rose 21% to $219 million, driven largely by new customer additions, while non‑GAAP operating margin expanded to 19.1%, beating expectations by...
DT Midstream Inc (DTM) Q4 2025 Earnings Call Transcript
DT Midstream reported 2025 adjusted EBITDA of $1.138 billion, a 17% increase driven by a 27% surge in its Pipeline segment after the Midwest Pipeline acquisition. The company declared a quarterly dividend of $0.88 per share, up 7.3%, and achieved investment‑grade...
Materialise NV (MTLS) Q4 2025 Earnings Call Transcript
Materialise posted a mixed third‑quarter 2025 performance, with overall revenue slipping 3.5% year‑over‑year but the Medical segment hitting a record €33.3 million, up more than 10%. Software and Manufacturing revenues fell 7% and 17% amid macro‑economic headwinds, while operating cash flow...
Donegal Group Inc (DGICA) Q4 2025 Earnings Call Transcript
Donegal Group reported a record $3.7 billion after‑tax operating income for 2025, driven by a 26% jump to $1.1 billion in Q4. The consolidated combined ratio improved to 80.6%, underscoring strong underwriting profitability across insurance, reinsurance and mortgage segments. Share repurchases totaled...
Quanta Services Inc (PWR) Q4 2025 Earnings Call Transcript
Quanta Services reported a record full‑year 2025 revenue of $28.5 billion, up 20% year‑over‑year, and posted all‑time highs in adjusted EBITDA, EPS, cash flow and free cash flow. The company ended the year with a $44 billion backlog, the strongest ever, driven...
Madrigal Pharmaceuticals Inc (MDGL) Q4 2025 Earnings Call Transcript
Gilead Sciences reported total product sales of $28.9 billion for 2025, a 1% increase that topped the high end of its guidance. The HIV franchise generated $20.8 billion, up 6% overall and 10% on an underlying basis after removing the Medicare Part D...
Targa Resources Corp (TRGP) Q4 2025 Earnings Call Transcript
Targa Resources reported record Q4 2025 results, with Permian gathering volumes averaging 6.65 billion cubic feet per day, a 10% year‑over‑year increase, and NGL transportation hitting a record 1.05 million barrels per day. Adjusted EBITDA rose to $4.96 billion for the full year,...