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.
F&G Annuities & Life Inc (FG) Q4 2025 Earnings Call Transcript
F&G Annuities & Life reported record assets under management of $73.1 billion, a 12% year‑over‑year increase, driven by $14.6 billion in gross sales. Adjusted net earnings rose to $482 million for the year, with fee‑based income contributing 15% of earnings as the company pivots toward higher‑margin, less capital‑intensive revenue streams. The firm completed the sale of its Bermuda reinsurance subsidiary, generating roughly $300 million in cash while trimming AUM by $1.9 billion. Public float expanded to 30% after a large FNF share distribution, bolstering market liquidity.
Wayfair Inc (W) Q4 2025 Earnings Call Transcript
Wayfair reported Q4 2025 revenue up 6.9% YoY (7.8% excluding Germany), with adjusted gross margin steady at 30.3% and contribution margin improving to 15.3%. Adjusted EBITDA surged to $224 million, driving full‑year EBITDA above $743 million and free cash flow up 40%...
Yeti Holdings Inc (YETI) Q4 2025 Earnings Call Transcript
YETI Holdings reported a record Q4 2025 with net sales of $583.7 million, up 5 % year‑over‑year, driven by 6 % growth in drinkware and a 25 % surge in international revenue. Adjusted gross margin fell to 58.4 % as tariffs added a 310‑basis‑point cost...
Copart Inc (CPRT) Q2 2026 Earnings Call Transcript
Motorcar Parts of America (MPAA) trimmed its FY 2026 sales outlook to $750‑$760 million, reflecting a $50 million shortfall from a major customer’s store closures. Gross margin fell to 19.6% year‑over‑year but rose sequentially, and operating income is projected between $72 million and...
PTC Therapeutics Inc (PTCT) Q4 2025 Earnings Call Transcript
PTC Therapeutics announced a definitive agreement to sell its Kepware and ThingWorx businesses to TPG for up to $725 million, shifting focus to its core CAD, PLM, ALM, and SLM platforms. The company reported 8.5% constant‑currency ARR growth to $2.446 billion and...
Southern Co (SO) Q4 2025 Earnings Call Transcript
Southern Copper reported record Q4 2025 results, posting $13.4 billion in net sales (up 17%), $7.8 billion adjusted EBITDA (up 22%) and $4.3 billion net income (up 28%). By‑product volumes—zinc up 36% and silver up 15%—boosted revenue and drove operating cash costs down...
Idacorp Inc (IDA) Q4 2025 Earnings Call Transcript
IDEX Corp reported modest 1% organic revenue growth in Q4 2025, driven primarily by a 34% surge in HST segment orders that reached a record $493 million. Adjusted EBITDA margin expanded by 40 basis points year‑over‑year, and free cash flow hit...
Garrett Motion Inc (GTX) Q4 2025 Earnings Call Transcript
Garrett Motion reported $3.58 billion in 2025 sales and a $510 million adjusted EBIT, delivering a 14.2% margin despite a modest Q4 margin dip. The company converted nearly 80% of adjusted EBIT into free cash flow and returned $260 million to shareholders through...
Trump Card Cap Adds to Clouds over US Consumer at Big Banks
U.S. banks posted robust Q4 consumer‑loan growth, but all warned that a proposed 10% credit‑card rate cap could restrict credit access and hurt borrowers. JPMorgan’s credit‑card revenue fell short of forecasts by 7.6% and the bank now expects card‑loan growth...
The ERP Minute Episode 225 - February 17th, 2026
In this brief episode, the hosts recap Procore's Q4 and full‑year 2025 financial results, highlighting its strong performance in the construction software market. They then discuss NetSuite's new suite of innovations aimed at boosting operational efficiency and supporting rapid growth...
Liberty Global Nets Broadband Momentum
Liberty Global reported that its core European operators—Virgin Media O2, VodafoneZiggo and Telenet—delivered full‑year guidance despite tough competition in Q4 2025. Virgin Media O2 expanded its full‑fibre footprint to 8.3 million premises and improved broadband net losses to 16,700. VodafoneZiggo posted...
Omnicom Swings to $941M Q4 Loss After Closing IPG Deal
Omnicom reported a $941.1 million GAAP loss for Q4 2025, the first quarter after completing its $15 billion acquisition of Interpublic Group. Revenue surged 27.9% year‑over‑year to $5.5 billion, and adjusted EBITA reached $928.9 million with a 16.8% margin. The company doubled its cost‑synergy goal...
ATR’s Turboprop Monopoly in Slow-Growth Market
ATR reported 2025 results with $1.2 billion revenue, 60 gross orders (50 net) and a backlog exceeding 160 aircraft. Deliveries fell to 32 units, below target, as supply‑chain constraints hampered production. The company highlighted strong leasing activity, new operators across continents,...
Cloudflare Beats Revenue Forecast, Stock Soars on Enterprise Momentum
.@Cloudflare crushes analysts’ expectations on revenue and its stock soars in late trading https://t.co/RRvAoDmATi @SiliconANGLE @Mike_Wheatley “If those three metrics are moving together, it often points to enterprise commitment velocity improving…” - @Chirag_Mehta @constellationr
How Wingstop Plans to Weather Traffic Slides and Winter Storms
Wingstop reported a 5.8% decline in domestic same‑store sales for Q4 2025, while overall system sales rose 9% thanks to 493 new restaurants. The chain is rolling out Club Wingstop, a loyalty program that lifted guest frequency by 7% in...
Stock Movers: Palo Alto, MSG Sports, Wingstop (Podcast)
Palo Alto Networks warned that adjusted earnings per share will fall between $3.65 and $3.70 for the full year and $0.78 to $0.80 for the third quarter, sending its stock to a two‑year low. MSG Sports announced that its board...
South African Govt ‘Very Supportive, Great to Work with’, Glencore Highlights
Glencore reported 2025 earnings of $13.5 billion, driven by strong copper and zinc markets. CEO Gary Nagle praised the South African government as "very supportive" and "great to work with," extending beyond ferrochrome negotiations. The mining giant highlighted that the collaborative...
ASR Nederland N.V. (ARNNY) Q4 2025 Earnings Call Transcript
ASR Nederland N.V. held its Q4 2025 earnings call on February 18, 2026, presenting full‑year results and outlining progress on its multi‑year strategy. CEO J.P.M. Baeten highlighted stronger underwriting performance and a rise in net profit, while CFO Ewout Hollegien detailed improvements in...
Aware Sets Fourth Quarter and Full Year 2025 Webcast for Wednesday, March 4, 2026, at 5:00 P.m. Eastern Time
Aware, Inc. announced a webcast on March 4, 2026 at 5 p.m. Eastern to present its fourth‑quarter and full‑year 2025 financial results. The company will release the earnings press release prior to the call and host a live Q&A session. Aware highlighted that...
ZM Poised for Upside with Buyback, Growth, Cheap Valuation
- Anthropic catalyst - Pouring cash into buyback w/ conservative balance sheet - 5% annual gross profit growth since EOY 2022 - stock trading below 17x EV/EBIT per @fiscal_ai Very interesting set-up for $ZM over next couple of years https://t.co/75MsUcEE1b
Broker’s Call: Ipca Laboratories (Buy)
Ipca Laboratories posted a robust 19% year‑on‑year EBITDA increase to ₹530 crore, surpassing broker estimates, while revenue rose 6.6% to ₹2,400 crore. Domestic formulation sales grew 12% and export formulation climbed 17%, offset by flat API sales overall but a 26% rebound...
Broker’s Call: MM Forgings (Buy)
MM Forgings posted a Q3FY26 EBITDA of ₹71.6 crore, a 2% YoY decline, while revenue rose 11% to ₹405 crore, beating estimates. Domestic sales grew 14% and exports 7%, reflecting stronger overseas demand. The broker retains a BUY rating with a revised...
CT REIT Reports Q4 and 2025 Annual Financial Results, Portfolio Continues to Expand
CT Real Estate Investment Trust reported a strong 2025 year, investing roughly $235 million in projects and expanding its portfolio by about 893,000 sq ft of gross leasable area. The fourth quarter saw net income rise to $191.3 million, up $56 million year‑over‑year, and AFFO...
AI-Integrated Security Boosts PANW Demand and Value
PANW strong q/good initial guide with CyberArk. The need for AI-native, integrated security platforms rather than fragmented point solutions is further increasing demand for PANW platform. AI increasing PANW’s value proposition-not displacing it. $225 PT..very well positioned🏆
Asian Paints Faces Near-Term Headwinds as Weak Q3 Dampens Sentiment
Asian Paints reported an 8% growth in decorative volumes for Q3, slowing from the 11% pace in the prior quarter, and saw its EBITDA margin expand to 20.1% on lower raw‑material costs. The company retained its FY‑26 guidance of 8‑10%...
Fiverr International Ltd (FVRR) Q4 2025 Earnings Call Transcript
Fiverr International posted Q4 2025 revenue of $107.2 million, a 3% year‑over‑year increase, and achieved a record adjusted EBITDA margin of 25% at $26.5 million. The company announced a strategic shift toward high‑value, AI‑native projects, de‑prioritizing low‑end transactions, and unveiled a four‑pillar...
Onespaworld Holdings Ltd (OSW) Q4 2025 Earnings Call Transcript
OneSpaWorld Holdings Ltd reported record Q4 2025 results, with total revenue of $242.1 million, an 11% year‑over‑year increase, and adjusted EBITDA rising to $31.2 million. Net income slipped to $12.1 million because of $5.7 million in restructuring and impairment charges tied to exiting Asian...
Molson Coors Beverage Co (TAP) Q4 2025 Earnings Call Transcript
Molson Coors reported over $1.1 billion free cash flow for 2025 and expects a similar amount in 2026. The company launched a three‑year, $450 million cost‑savings initiative and doubled its share‑repurchase authorization to $4 billion, extending the program to 2031. Net debt fell...
Coeur Mining Inc (CDE) Q4 2025 Earnings Call Transcript
Coeur Mining reported a historic 2025, with gold output soaring 723% year‑over‑year to a record level and silver production rising 5%. EBITDA more than doubled to over $1 billion and free cash flow flipped to $666 million, while cash balances grew tenfold....
Mativ Holdings Inc (MATV) Q4 2025 Earnings Call Transcript
Mativ Holdings reported Q4 2025 net sales of $463 million, a 1% rise year‑over‑year and 1.9% organic growth, while adjusted EBITDA climbed 19% to $53.5 million with margins expanding by 180 basis points. Free cash flow surged to $94 million, more than doubling...
Clearwater Analytics Holdings Inc (CWAN) Q4 2025 Earnings Call Transcript
Corebridge Financial reported a strong fourth‑quarter 2025, posting adjusted pretax operating income of $760 million and operating EPS of $1.22, a 15% year‑over‑year increase. Total sales reached a record $42 billion, up 4%, while the company returned $2.6 billion to shareholders, lifting the...
Vita Coco Company Inc (COCO) Q4 2025 Earnings Call Transcript
Vita Coco reported Q4 2025 net sales of $610 million, an 18% year‑over‑year increase, propelled by a 26% surge in its coconut‑water brand. Gross profit rose to $223 million, but gross margin slipped to 37% as higher product costs and tariffs offset...
Coca-Cola Consolidated Inc (COKE) Q4 2025 Earnings Call Transcript
Coca‑Cola Consolidated reported Q4 2025 organic revenue growth of 5% and a comparable EPS of $0.58, a 6% year‑over‑year increase, despite a 5‑point currency headwind. The company generated $11.4 billion in free cash flow, lifted North America operating margin to 30%,...
Medallion Financial Corp (MFIN) Q4 2025 Earnings Call Transcript
Medallion Financial Corp reported a record $2.567 billion loan portfolio for Q4 2025, up 3% year‑over‑year, driven by strong recreation, home‑improvement and commercial originations. Net interest income climbed 8% to $56.4 million, pushing quarterly net income to $12.2 million ($0.50 per share). The company...
Bausch + Lomb Corp (BLCO) Q4 2025 Earnings Call Transcript
Glaukos Corp reported record fourth‑quarter 2025 sales of $143.1 million, a 36% year‑over‑year increase, and annual net sales of $507.4 million, up 32%. The company reaffirmed its 2026 revenue outlook of $600‑$620 million, indicating more than 20% growth. Growth was powered by the...
American States Water Co (AWR) Q4 2025 Earnings Call Transcript
American States Water Company reported GAAP earnings per share of $0.87 for Q2 2025, a $0.02 increase year‑over‑year, driven by newly approved water and electric rates. The water segment posted EPS of $0.73 and the electric segment $0.03, while operating...
Moody's Corp (MCO) Q4 2025 Earnings Call Transcript
Moody's Corp reported a record $7.7 billion total revenue for 2025, up 9% year‑over‑year, with equal growth in its Ratings and Analytics segments. Adjusted operating margin expanded to 51.1%, a 300‑basis‑point increase, while adjusted diluted EPS rose 20% to $14.94, marking...
Herbalife Ltd (HLF) Q4 2025 Earnings Call Transcript
Herbalife Nutrition reported Q4 2025 net sales of $1.3 billion, a 6.3% year‑over‑year increase, and full‑year sales just over $5 billion, surpassing guidance. Strong growth in India—up nearly 15% after a GST rate cut—offset declines in China, while adjusted EBITDA reached $156 million...
Western Midstream Partners LP (WES) Q4 2025 Earnings Call Transcript
Western Midstream Partners highlighted a disciplined capital strategy, cutting 2026 capex to $150 million—a 40% drop from 2025—and targeting under $75 million in 2027‑28. The company underscored that roughly 95% of 2026 revenue is shielded by minimum volume commitments, delivering predictable cash...
Community Health Systems Inc (CYH) Q4 2025 Earnings Call Transcript
Community Health Systems reported a 2.1% year‑over‑year increase in same‑store net revenue for Q4 2025, driven by rate growth and higher acuity, while adjusted EBITDA reached $395 million with a 12.7% margin. The company continued its aggressive deleveraging, cutting net leverage...
Travel + Leisure Co (TNL) Q4 2025 Earnings Call Transcript
Travel + Leisure Co (TNL) posted Q4 2025 revenue of $1.03 billion, a 4% year‑over‑year increase, and adjusted EBITDA of $272 million, up 8% with expanding margins. Full‑year EPS rose 10% to $6.34 and free cash flow grew 16% to $516 million, supporting...
Insulet Corp (PODD) Q4 2025 Earnings Call Transcript
Inspire Medical Systems reported a strong fourth‑quarter, with revenue rising 12% to $269 million and full‑year sales up 14% to $912 million, driven by existing and new center growth. The company set 2026 revenue guidance between $950 million and $1 billion, reflecting a 4%‑10%...
MFA Financial Inc (MFA) Q4 2025 Earnings Call Transcript
MFA Financial reported Q4 2025 GAAP net income of $54.3 million ($0.42 per share) and a full‑year economic return of roughly 9%. The REIT acquired $1.9 billion of loans and securities, notably expanding its Agency MBS book by 50% to $3.3 billion and adding...
Mister Car Wash Inc (MCW) Q4 2025 Earnings Call Transcript
Mister Car Wash reported Q3 2025 revenue of $263 million, a 6% year‑over‑year increase, and adjusted EBITDA of $87 million, up 10% to a record 32.9% margin. Membership growth drove the results, with the Unlimited Wash Club reaching 2.2 million members and the...
Reliance Inc (RS) Q4 2025 Earnings Call Transcript
Reliance Steel & Aluminum reported record 6.4 million tons shipped in FY 2025, raising U.S. market share to about 17 percent. Volume growth was offset by a $114 million LIFO expense that pushed the non‑GAAP gross profit margin to 28.8 percent, just below the 29‑31 percent...
Analog Devices Inc (ADI) Q1 2026 Earnings Call Transcript
Analog Devices reported Q1 2026 revenue of $3.16 billion, a 30% year‑over‑year increase and near the top of its guidance range. Industrial sales accounted for 47% of revenue, rising 38% YoY, while communications surged 63% YoY on strong data‑center demand. Gross...
Openlane Inc (OPLN) Q4 2025 Earnings Call Transcript
Openlane Inc. posted Q4 2025 revenue of $494 million, up 9% year‑over‑year, and adjusted EBITDA of $76 million, a 5% increase. Dealer‑to‑dealer volumes accelerated above 20% in the quarter, while GMV rose 8% to $7.1 billion. The company repurchased more than half of...
Booking Holdings Inc (BKNG) Q4 2025 Earnings Call Transcript
Booking Holdings reported a 9% year‑over‑year increase in room nights to 285 million in Q4 2025, pushing gross bookings and revenue up 16% (11% on a constant‑currency basis). Adjusted EBITDA rose 19% to $2.2 billion and adjusted EPS grew 17% to $48.8,...
Clearwater Paper Corp (CLW) Q4 2025 Earnings Call Transcript
Clearwater Paper reported $1.6 billion in net sales for 2025, a 12% year‑over‑year increase driven by the full‑year operation of the Augusta mill and higher shipments. Adjusted EBITDA rose to $107 million, up $71 million from the prior year, reflecting aggressive cost cuts...
CF Industries Holdings Inc (CF) Q4 2025 Earnings Call Transcript
Nutrien reported adjusted EBITDA of $6.05 billion for 2025, a 13% increase, driven by record fertilizer sales of 27.5 million tonnes and disciplined cost management. Potash automation reached 49%, keeping controllable cash costs at $58 per tonne, while nitrogen volumes rose to...