Earnings Calls News and Headlines
Earnings Calls News and Headlines
LSB Industries reported a strong fourth‑quarter 2018, posting $94.7 million in revenue, a 31% year‑over‑year increase, and adjusted EBITDA of $23.3 million versus $1 million in the prior year. The improvement stemmed from higher fertilizer pricing, robust ammonia and UAN volumes, and plant on‑stream rates averaging roughly 95% across its three facilities. A temporary natural‑gas price spike to $4.50 per MMBtu trimmed EBITDA by about $5 million, while safety performance and environmental metrics also advanced. Management signaled continued growth in 2019, backed by capital projects and operational upgrades.
MiMedx Group reported record Q4 2025 results, posting $118 million in net sales—a 27% year‑over‑year increase—and adjusted EBITDA of $29 million, representing 25% of revenue. The company highlighted a strong profit profile with an adjusted gross margin of 86% and GAAP net...
PowerFleet reported Q3 2026 revenue up 7% YoY (9% on an apples‑to‑apples basis) and adjusted EBITDA rising 20% to $25.7 million, with margins expanding to 23%. Service revenue grew 11% and now represents 80% of total revenue, underscoring the shift to...
Churchill Downs reported 2019 net revenue of $1.3 billion and a record adjusted EBITDA of $451 million, up 32% and 37% year‑over‑year respectively. The company returned $115 million to shareholders and has now delivered over $1 billion in cumulative returns across five years while...
McGrath RentCorp posted Q4 2025 net income of $34.8 million, or $2.79 per share, and full‑year earnings of $134 million, $10.41 per share. Loan growth accelerated to more than 12% quarter‑over‑quarter while deposits rose 7.4% in the quarter, indicating strong demand. At...
Green Brick Partners posted a record 898 net orders in Q3 2025, driving 953 home closings and net income of $78 million, though earnings per share fell 11% to $1.77. Gross margin slipped to 31.1% but stayed above 30%, aided by...
Tri Pointe Homes reported delivering 1,217 homes in the quarter at an average price of $672,000, generating $817 million in sales revenue and a 21.6% adjusted gross margin after $8 million of inventory charges. The company repurchased 1.5 million shares for $51 million, reducing...
LivaNova reported Q4 2025 revenue of $361 million, a 9.5% constant‑currency increase, and delivered adjusted EPS of $0.86, marking its fifth straight year of double‑digit earnings growth. The cardiopulmonary segment grew 10% year‑over‑year, propelled by ESSENCE heart‑lung machine placements, while epilepsy...
Seadrill reported Q4 2025 revenue of $176 million and adjusted EBITDA of $109 million, while posting a $4.7 million net loss due to a $23 million charter settlement. The company booked an $11.3 million gain on the sale of a Suezmax tanker, delivering about $26 million...
Newmark Group reported a 25.9% revenue jump to $863.5 million in Q3 2025, with double‑digit growth across all major lines. Capital markets revenue surged 59.7% as debt volumes rose 129% and investment‑sale activity jumped 67%. The company completed the RealFoundations acquisition, launched...
Barrett Business Services reported an 8.6% increase in gross billings to $2.32 billion for Q4 2025, driven by strong PEO growth and a record addition of 10,400 worksite employees, up 6.1% year‑over‑year. Net income per diluted share rose 7% to $0.79,...
Arko Corp reported Q3 2025 adjusted EBITDA of $75.2 million, down year‑over‑year but above the midpoint of its guidance, while net income rose to $13.5 million. The company highlighted progress on its dealerization program, converting 350 stores and targeting over...
GoodRx reported full‑year 2024 revenue of $792.3 million, a 6% year‑over‑year increase, with Q4 revenue of $198.6 million. Adjusted EBITDA rose 20% to $260.2 million, and the adjusted EBITDA margin expanded to 32.8%, up 420 basis points. Prescription‑transaction revenue grew 5% driven by...
Ichor Holdings reported fourth‑quarter 2025 revenue of $223.6 million, slightly down sequentially but above the midpoint of its outlook, and finished the fiscal year with $948 million in revenue, a 12% year‑over‑year increase driven by strong etch and deposition sales. Gross margin...
Urban Outfitters reported a record third‑quarter revenue of $1.5 billion, up 12% year‑over‑year, and net income of $116 million, a 13% increase. All five brands posted positive comparable sales, with the Urban brand delivering a 13% global comp and Anthropologie achieving its...
Marriott Vacations Worldwide reported strong Q4 2025 results, with adjusted EBITDA up 9% to $1.4 billion and full‑year adjusted EBITDA rising 8% to $5.38 billion. The company expanded its portfolio to nearly 1.78 million rooms across 9,800 properties, adding a record 610,000‑room pipeline...
Gilat Satellite Networks reported a 75% year‑over‑year revenue jump to $137 million in Q4 2025, delivering $451.7 million for the full year, driven by strong commercial, defense, and Peru segments. Adjusted EBITDA rose 50% to $18.2 million in the quarter, while GAAP gross...
Innoviz Technologies reported record first‑half 2025 revenue of $27.1 million, a 46% YoY increase, and reduced Q2 cash burn to $7.3 million while holding $79.4 million in cash. The company reaffirmed its full‑year revenue target of $50‑$60 million and raised its NRE booking outlook...
ArcBest reported Q4 2025 consolidated revenue of $973 million, a 3% decline year‑over‑year, and non‑GAAP EPS fell to 36 cents. The asset‑based segment posted flat per‑day revenue but modest shipment and tonnage growth, while the asset‑light unit achieved breakeven operating results thanks...
STAG Industrial reported Q4 2025 core FFO of $0.66 per share and $2.55 for the year, a 6.3% increase YoY, driven by 5.4% same‑store cash NOI growth and record leasing activity. The company added 31 leases covering 3 million square feet,...
Core Laboratories reported Q4 2025 revenue of $138.3 million, up 3% sequentially and 7% year‑over‑year, driven by stronger international demand for reservoir description services. The Reservoir Description segment posted $92.3 million in revenue with a 14% operating margin, while Production Enhancement revenue...
SPS Commerce reported another year of growth, posting $751.5 million revenue for 2025, up 18% year‑over‑year, and a 13% increase in Q4 to $192.7 million. Recurring revenue rose 20% and adjusted EBITDA grew 24% to $231.4 million, while average revenue per user reached...
Geron Corp reported full‑year 2025 Rytelo net revenue of $184 million, with Q4 sales of $48 million, and projected 2026 revenue between $220 million and $240 million. Operating expenses are expected to dip to $230‑$240 million, a $20 million reduction year‑over‑year, while cash balances sit at...
Nutanix reported Q1 FY2026 revenue of $671 million, up 13% YoY and within its $670‑$680 million guidance, while ARR grew 18% to $2.284 billion and NRR held at 109%. The company lowered its full‑year revenue outlook to $2.82‑$2.86 billion, citing higher‑than‑expected revenue deferral from...
Principal Financial Group delivered a strong full‑year 2025 performance, posting adjusted non‑GAAP EPS growth of 12% and reported EPS growth near 20%, beating its own targets. Operating margins expanded to 31% and ROE rose to 15.7%, the high end of...
Insight Enterprises reported Q4 2025 revenue of $2 billion, a 1% decline driven by a 4% drop in product sales and an 18% fall in on‑prem software as customers migrate to cloud. Gross profit rose 9% to a 23.4% margin, marking...
Hercules Capital reported record Q4 2025 performance, originating $1.06 billion in new debt and reaching $4 billion in annual originations while expanding platform AUM to $5.7 billion, a 20.5% increase. Total investment income rose 7.9% year‑over‑year to $532.5 million, and net investment income generated...
TKO Group Holdings reported Q3 2025 revenue of $1.12 billion, a 27% decline driven by the loss of On Location Olympic revenue, while adjusted EBITDA surged 59% to $360 million, lifting the margin to 32%. The company secured a seven‑year, $7.7 billion UFC...
Sarepta Therapeutics reported a blockbuster fourth quarter, with ELEVIDYS gene‑therapy sales of $384 million, surpassing guidance by $60 million, and total net product revenue of $1.79 billion for 2024, up 56% year‑over‑year. The company achieved GAAP profitability and cash‑flow positivity, confirming the financial...
Schrödinger reported Q2 FY2025 revenue of $54.8 million, up 16% year‑over‑year, driven by 15% software growth to $40.5 million and 19% drug‑discovery growth to $14.2 million. Gross margin slipped to 68% as the mix shifted toward lower‑margin services and new predictive‑toxicology investments. Net...
StandardAero reported a record $6.05 billion in 2025 revenue, up 15.8% year‑over‑year, driven by double‑digit organic growth across its Engine Services and Component Repair segments. Adjusted EBITDA rose 17% to $888 million and free cash flow surged to $209 million, reflecting stronger pricing,...
Crescent Capital BDC reported Q4 2025 net investment income of $0.46 per share, delivering 110% coverage of its $0.42 regular dividend. Net asset value slipped to $19.28 per share, driven by $0.15 per share of unrealized losses from tariff‑impacted borrowers....
Warrior Met Coal reported record Q4 and full‑year 2025 production and sales, driven by the early, on‑budget launch of the Blue Creek longwall mine. Revenue rose to $384 million and net income surged to $23 million, while adjusted EBITDA increased 75% to...
Kennedy-Wilson Holdings reported a record $30 billion in assets under management, a 70% increase since 2021, and deployed $1.7 billion of new capital in Q2, bringing year‑to‑date deployment to $2.6 billion. The firm generated $250 million in cash from non‑core asset sales, exceeding its...
SM Energy announced that its merger will create a top‑10 U.S. independent oil producer with roughly 526,000 barrels of oil equivalent per day and 1.5 billion BOE of pro forma proved reserves. The combined entity will hold over 800,000 net acres,...
Service Properties Trust reported Q2 2025 results highlighting a rapid hotel disposition program, with non‑refundable deposits received for 111 Sonesta hotels worth $900 million and three additional hotels pending at $20 million. The company expects total 2025 hotel sales of $966 million, representing an...
FrontView REIT reported Q4 2025 results with occupancy approaching 99% and annualized base rent (ABR) rising to $62.9 million, up $1.6 million from the prior quarter. The REIT completed seven acquisitions at an average 7.5% cap rate and funded its 2026 net‑acquisition...
Pennant Group reported Q2 2025 revenue of $219.5 million, up 30.1% year‑over‑year, and adjusted EBITDA of $16.4 million, up 24.5%. All three operating segments—home health & hospice, senior living, and other services—showed double‑digit growth, with home health/hospice revenue reaching $166 million and senior...
Kinder Morgan posted record Q4 2025 results, with net income of $996 million and EPS of $0.45, up roughly 50% year‑over‑year. Adjusted EBITDA reached an all‑time high, growing 6% and surpassing the 4% budget target. The company expanded its project backlog...
Southwest Gas Holdings completed its transformation into a pure‑play regulated natural‑gas utility by fully divesting Century, using the $1.35 billion sale proceeds to retire all holding‑company debt and boost cash to nearly $780 million. The company reaffirmed its 2025 net‑income outlook at...
Dana Incorporated posted a stronger‑than‑expected Q4 2025, delivering an 11.1% adjusted margin and $208 million adjusted EBITDA, while full‑year results showed $610 million EBITDA at an 8.1% margin despite a $234 million sales decline. The Off‑Highway divestiture removed $1.9 billion of debt, pushing net...
RxSight reported Q4 2025 revenue of $32.6 million, a 19% year‑over‑year decline driven by sharply lower Light Delivery Device placements. The Light Adjustable Lens accounted for an all‑time high 86% of sales, lifting gross margin to 77.5% despite overall losses. The...
Dole plc reported full‑year adjusted EBITDA of $395 million, a modest 1% increase year‑over‑year and ahead of its guidance. Revenue rose 8.2% to £9.2 billion, while net income fell to £82 million due to discontinued operations and non‑cash charges. The company completed the...
Alight reported FY 2025 revenue of $2.3 billion, a 5% decline year‑over‑year, with recurring revenue down 2.2% and project revenue falling 22%. Adjusted EBITDA slipped to $561 million (24.8% margin) and EPS fell to $0.50, while a non‑cash $83 million goodwill impairment was...
Sinclair Inc. reported Q4 2025 revenue of $836 million, a decline from the prior year’s $1.0 billion, primarily due to a steep drop in political advertising. Core advertising revenue grew 14% year‑over‑year, boosted by live‑sports programming and the Digital Remedy acquisition....
EPR Properties reported Q4 2025 adjusted FFO of $1.37 per share, a 5.4% year‑over‑year increase, and AFFO of $1.39, up 7.8%. Total revenue rose to $182.3 million and the company’s investment base reached $6.9 billion across 330 properties, with 99% occupancy. Management...
S&P Global reported a strong fourth‑quarter 2025, with revenue up 9% year‑over‑year and organic constant‑currency growth of 8%. Adjusted operating margin expanded 60 basis points to 47.3% and adjusted diluted EPS rose 14%, hitting the top end of its guidance....
Clear Secure Inc. posted record Q4 2025 results, with revenue of $240.8 million, a 16.7% year‑over‑year increase, and total bookings up 25.4% to $287.1 million, driven largely by ClearOne enterprise wins. Adjusted EBITDA reached $79.9 million, delivering a 33.2% margin, while free cash...
BKV Corporation announced it will increase its stake in the power joint venture to 75%, securing majority control and greater governance over capital decisions. Management highlighted robust free cash flow that will fund debt reduction, power‑sector investments, and its expanding...
Sensus Healthcare reported Q4 2025 revenue of $4.9 million, a steep decline from $31 million a year earlier, as sales to its former largest customer evaporated. The company highlighted the launch of exclusive CPT codes for its SRT and IGSRT platforms, which...
