Stoneridge Inc (SRI) Q4 2025 Earnings Call Transcript
StoneX Group reported record fourth‑quarter and full‑year results, posting $85.7 million net income for Q4 and $305.9 million for FY 2025, with operating revenues exceeding $1.2 billion, up 31% year‑over‑year. The performance was propelled by the recent R.J. O’Brien and Benchmark acquisitions, which contributed over $24 million in pretax income and accelerated cost‑synergy realization. Institutional trading revenues surged 67% YoY, while the self‑directed retail segment contracted 35% amid weak FX/CFD markets. Management confirmed $20 million of the $50 million annualized cost‑synergy target is already in place and expects further capital efficiencies in 2026.
Stellus Capital Investment Corp (SCM) Q4 2025 Earnings Call Transcript
Stellus Capital Investment Corp reported Q2 2025 GAAP net investment income of $0.34 per share and a modest decline in net asset value per share, driven by reduced spillover income. The investment portfolio fell to $905.9 million across 112 companies, while...
TechTarget Inc (TTGT) Q4 2025 Earnings Call Transcript
TechTarget reported FY 2025 revenue of $486.8 million, essentially flat year‑over‑year, while adjusted EBITDA surged 10% to $87.3 million, beating guidance. The fourth quarter showed a 3% revenue increase and a 56% jump in adjusted EBITDA, lifting the quarterly margin...
Sprinklr Inc (CXM) Q4 2026 Earnings Call Transcript
Sprinklr reported Q1 FY2026 revenue of $205.5 million, a 5% year‑over‑year increase, with subscription revenue growing 4% to $184.1 million. Non‑GAAP operating income reached $36.7 million, delivering an 18% margin, and free cash flow hit a record $81 million. The company announced a $150 million...
Guardian Pharmacy Services Inc (GRDN) Q4 2025 Earnings Call Transcript
Guardian Pharmacy Services reported a strong Q4 2025, serving over 205,000 residents and generating $397.6 million in revenue, a 17% increase year‑over‑year with 12% organic growth. Adjusted EBITDA jumped 53% to $39.5 million, lifting the quarterly margin to 9.9% and prompting an...
Kewaunee Scientific Corp (KEQU) Q3 2026 Earnings Call Transcript
Korn Ferry reported third‑quarter FY2026 fee revenue of $717 million, a 7% year‑over‑year increase marking the fifth straight quarter of accelerating growth. Adjusted EBITDA rose 7.5% to $123 million, lifting the margin to 17.2%, while adjusted diluted EPS climbed 8% to $1.28....
TSS Inc (TSSI) Q4 2025 Earnings Call Transcript
Global Payments reported third‑quarter 2020 results that far exceeded expectations, driven by a technology‑enabled strategy. Adjusted net revenue reached $1.75 billion, a 64% increase year‑over‑year, while adjusted operating margin rose 250 basis points to 41.1%. The company highlighted strong omnichannel volume...
Sonida Senior Living Inc (SNDA) Q4 2025 Earnings Call Transcript
Sonida Senior Living announced a $1.8 billion merger with CNL Healthcare Properties, slated to close in late Q1 2026. The deal is positioned to upgrade the portfolio’s real‑estate quality, boost AFFO per share and cut leverage toward a six‑times target. In Q3 2025...
Exodus Movement Inc (EXOD) Q4 2025 Earnings Call Transcript
Exponent (EXPO) posted Q4 2025 revenue of $147.4 million, an 8% year‑over‑year increase, and net revenue of $129.4 million, up 5% despite a shorter quarter. Adjusted for the missing week, net revenue would have risen in the low double‑digits, while EBITDA margin...
Stitch Fix Inc (SFIX) Q2 2026 Earnings Call Transcript
Stitch Fix reported Q2 FY2025 revenue of $312.1 million, a 5.5% year‑over‑year decline but still above its guidance range. Adjusted EBITDA rose to $15.9 million (5.1% margin), and contribution margin reached 33% for the fourth consecutive quarter. Average order value jumped 9%...
Applied Materials Q1 2026 Free Cash Flow Hit $1.04 Billion, So Why Is the Stock Sliding
Applied Materials posted a 91% jump in free cash flow to $1.04 billion and beat Q1 earnings expectations, yet its stock fell 11% to $328 as revenue slipped 2.1%. The company sees AI‑driven semiconductor equipment demand growing over 20% this year,...
Core Molding Technologies Inc (CMT) Q4 2025 Earnings Call Transcript
Corebridge Financial reported a record $42 billion in 2025 sales, a 15% rise in adjusted pretax operating income to $760 million, and operating EPS of $1.22. The company completed the industry’s largest variable annuity reinsurance transaction, reducing legacy liabilities to roughly 1%...
ABM Industries Inc (ABM) Q1 2026 Earnings Call Transcript
ABM Industries reported Q1 2026 revenue of $2.1 billion, up 2.2% year‑over‑year, driven by strong organic growth in Technical Solutions (22% revenue increase) and Aviation (8% rise). Adjusted earnings per share improved to $0.87 and the company lifted the lower end...
Pangaea Logistics Solutions Ltd (PANL) Q4 2025 Earnings Call Transcript
Pangaea Logistics Solutions (Palomar) posted a record $2 billion gross written premium for 2025, a 32% increase, and adjusted net income of $216.1 million, up 62% year‑over‑year. Adjusted return on equity rose to 25.9%, surpassing its 2x target. The company completed the...
LoanDepot Inc (LDI) Q4 2025 Earnings Call Transcript
loanDepot closed 2024 by completing its Vision 2025 cost‑reset program and announced a leadership transition, with CEO Frank Martell stepping down after the June 4 annual meeting. The fourth‑quarter adjusted net loss widened to $47 million, but pull‑through weighted rate‑lock volume...
Custom Truck One Source Inc (CTOS) Q4 2025 Earnings Call Transcript
Custom Truck One Source (CTOS) reported Q4 2025 revenue of $2.7 billion, a 3.5% year‑over‑year increase, and full‑year adjusted EPS of $10.79. Adjusted operating margin slipped to 8.4% as higher manufacturing overhead and an unfavorable product mix offset pricing gains. The...
Inspired Entertainment Inc (INSE) Q4 2025 Earnings Call Transcript
Inspire Medical Systems reported fourth‑quarter revenue of $269 million, a 12% increase year‑over‑year, and full‑year 2025 revenue of $912 million, up 14% driven by existing and new center growth. The company set 2026 revenue guidance between $950 million and $1 billion, reflecting a 4%‑10%...
Consumer Portfolio Services Inc (CPSS) Q4 2025 Earnings Call Transcript
Cooper‑Standard reported full‑year 2025 sales of $2.74 billion, a modest 0.4% increase driven by favorable foreign‑exchange and pricing recoveries. Adjusted EBITDA rose to $209.7 million, reaching the high end of management guidance, while GAAP net loss narrowed dramatically to $4.2 million. The company...
Biontech SE (BNTX) Q4 2025 Earnings Call Transcript
BioNTech’s Q4 2024 earnings call highlighted a strategic pivot toward oncology, emphasizing the advancement of its bispecific antibody BNT327 and the recent acquisition of Biotheus to secure Chinese manufacturing and development capabilities. The company reported positive Phase 2 data for...
Valhi Inc (VHI) Q4 2025 Earnings Call Transcript
KVH Industries reported a 27% jump in Q4 service revenue to $28.3 million, driven by rapid subscriber growth and a massive expansion of its Starlink LEO data pool. The company added roughly 2,000 vessels, pushing the total contract fleet above 9,000,...
Priority Technology Holdings Inc (PRTH) Q4 2025 Earnings Call Transcript
Priority Technology Holdings reported broad‑based same‑store sales weakness in its merchant solutions segment, with restaurants, construction and wholesale trade hit hardest. A $2 million year‑over‑year revenue headwind stemmed from residual‑purchase runoff and lower end‑market revenue, improving from a $4.5 million drag earlier...
Willis Lease Finance Corp (WLFC) Q4 2025 Earnings Call Transcript
AerSale reported Q4 2025 revenue of $90.9 million, a 4% decline, while adjusted EBITDA rose 17.1% to $15.2 million. Excluding volatile flight‑equipment sales, revenue grew 9.8% in the quarter and 18.7% for the full year, driving a 38.2% increase in full‑year adjusted...
Oracle Corp (ORCL) Q3 2026 Earnings Call Transcript
Oracle reported Q3 FY2026 results highlighting a $523.3 billion RPO backlog, up 433% year‑over‑year, and total cloud revenue of $8 billion, representing 33% growth and half of overall revenue. Cloud infrastructure surged 66% to $4.1 billion, with GPU‑related revenue jumping 177%, while multi‑cloud...
Ideal Power Inc (IPWR) Q4 2025 Earnings Call Transcript
Quanta Services reported a record full‑year revenue of $28.5 billion, up 20% YoY, and a historic $44 billion backlog driven by grid upgrades and data‑center demand. The fourth quarter set new highs in revenue, adjusted EBITDA and free cash flow, underscoring the...
ADC Therapeutics SA (ADCT) Q4 2025 Earnings Call Transcript
ADC Therapeutics reported Q4 2025 product revenue of $15.8 million, down from $18 million a year earlier, while GAAP net loss narrowed to $41 million ($0.30 per share). Non‑GAAP operating expenses fell 12.1% to $45 million, driven by lower R&D spend. A $60 million private...
Stagwell Inc (STGW) Q4 2025 Earnings Call Transcript
Stag Industrial reported a record 2025, posting core FFO of $2.55 per share, up 6.3% year‑over‑year, and same‑store cash NOI growth of 4.3%. Leasing activity accelerated with 31 new leases covering 3 million square feet and cash spreads of 16.3%, while...
NIO Inc (NIO) Q4 2025 Earnings Call Transcript
NiSource reported full‑year 2025 adjusted earnings per share of $1.90 and a funds‑from‑operations‑to‑debt ratio of 16.1%, both surpassing its guidance. The company reaffirmed 2026 adjusted EPS guidance at $2.02‑$2.07, indicating roughly 8% year‑over‑year growth. Management highlighted a $6‑$7 billion Amazon Genco...
Nature's Sunshine Products Inc (NATR) Q4 2025 Earnings Call Transcript
Kohl's reported a 3.9% decline in net sales for Q4 2025 and a 4% drop for the full year, driven by weaker store traffic and weather impacts. Despite the top‑line weakness, gross margin rose 25 basis points to 33.1% and...
IDT Corp (IDT) Q2 2026 Earnings Call Transcript
Uniti Group reported a 24% year‑over‑year increase in Kinetic consumer‑fiber revenue and added 28,000 net subscribers, pushing total fiber customers to 535,000. The company expanded fiber passings to 1.9 million homes, adding 80,000 in the quarter, and set a 2026 revenue...
Exagen Inc (XGN) Q4 2025 Earnings Call Transcript
Axogen reported Q4 2025 revenue of $59.9 million, a 21.3% year‑over‑year increase, and full‑year revenue of $225.2 million, up 20.2% year over year. The company secured FDA approval of its Avance Nerve Graft biologics license, granting 12 years of market exclusivity and making...
Legend Biotech Corp (LEGN) Q4 2025 Earnings Call Transcript
Biogen reported full‑year 2025 non‑GAAP diluted EPS of $15.28 and $9.9 billion in revenue, a modest 2% YoY increase. Growth‑product sales surged 19% to $3.3 billion, driven by VUMERITY, SKYCLARIS, ZERZUVE and CALSADI, while legacy MS revenues are projected to fall mid‑teens...
Optical Cable Corp (OCC) Q1 2026 Earnings Call Transcript
Bridger Aerospace Group Holdings reported a full‑year revenue of $122.8 million, a 25% increase, and posted a net income of $4.1 million, reversing a loss from the prior year. Adjusted EBITDA rose to $45.3 million, and management forecast 2026 revenue of $135‑$145 million with...
KVH Industries Inc (KVHI) Q4 2025 Earnings Call Transcript
Intrepid Potash (KVHI) reported a blockbuster 2025, posting adjusted net income of $6.5 million and adjusted EBITDA of $63 million—an 80% YoY increase and the strongest since 2016. Sales volumes surged 20% to over 590,000 tons, driven by a record 303,000 tons of Trio,...
Westrock Coffee Co (WEST) Q4 2025 Earnings Call Transcript
Westrock Coffee Co. reported record third‑quarter adjusted EBITDA of $26.2 million, an 84% year‑over‑year increase, as consolidated net sales jumped 61% driven by higher volumes and price pass‑through. The Conway, Arkansas facility is now operating at roughly 80% of its planned...
FuelCell Energy, Inc. (FCEL) Q1 2026 Earnings Call Transcript
FuelCell Energy (FCEL) released its fiscal 2026 first‑quarter results, highlighting stronger revenue and improved margins compared with the prior year. The CFO outlined a solid cash position bolstered by a recent $150 million convertible‑note financing. Management emphasized expanding its modular fuel‑cell...
Petra Diamonds Limited (PDLMF) Q2 2026 Earnings Call Transcript
Petra Diamonds Limited reported its Q2 2026 interim results, highlighting a transition to a leaner operating model after disposing of the Williamson and Koffiefontein mines. The company now focuses on two capital‑optimized assets with world‑class resource bases. Management announced a refinancing...
Hunting PLC (HNTIY) Q4 2025 Earnings Call Transcript
Hunting PLC reported a strong Q4 2025, posting 12% year‑over‑year revenue growth to $1.84 billion and an adjusted EBITDA margin of 14.2%, up from 11.8% in the prior quarter. The company secured three multi‑year contracts in the North Sea, boosting its order...
O-I Glass Flags Harsher-than-Expected Q1
Glass container maker O-I reported a tougher-than-expected first quarter 2026, citing soft European demand, factory closures, and renewed pricing pressure in the wine sector. The company warned earnings contribution will fall below the previously guided 12‑16% of full‑year adjusted EPS....
Costco Ties Digital Personalization to $470M in Sales Growth
Costco reported that personalized product recommendation carousels generated more than $470 million in e‑commerce sales during Q2 2026. The retailer also saw U.S. comparable store sales rise 5.9% year‑over‑year and net sales climb 9.1% to $68.2 billion, while membership grew 4.8% to 82.1 million...
Heritage Commerce Corp (HTBK) Q4 2025 Earnings Call Transcript
Heritage Commerce Corp reported a strong deposit surge of $160.7 million in Q4 2025, with 95% of the growth coming from non‑maturity accounts, while loan balances slipped $37 million due to higher payoffs. Net interest margin rose to 3.44% as funding costs...
Arq Inc (ARQ) Q4 2025 Earnings Call Transcript
Arcutis Biotherapeutics reported record Q4 2025 results, with net product revenue of $127.5 million, an 84% year‑over‑year increase, and full‑year revenue up 123% to $372.1 million. Management raised its 2026 net product revenue guidance to $480‑$495 million, citing strong prescription growth, expanded Medicare...
NET Power Inc (NPWR) Q4 2025 Earnings Call Transcript
Ideal Power Inc. reported a Q4 2025 earnings call highlighting a multiyear strategic cooperation with Lazen, a letter of intent with an Asian power‑module maker, and progress on a Stellantis purchase order for EV‑related B‑TRAN devices. The company raised $12.6 million...
Zevra Therapeutics Inc (ZVRA) Q4 2025 Earnings Call Transcript
Zevra Therapeutics reported Q3 2025 net revenue of $26.1 million, driven primarily by $22.4 million from its FDA‑approved NPC therapy MyPlayFa. The company narrowed its net loss to $0.5 million, a dramatic improvement from a $33.2 million loss a year earlier, while cash and...
Repay Holdings Corp (RPAY) Q4 2025 Earnings Call Transcript
Repay Holdings reported a robust fourth‑quarter 2021, with card payment volume surging 43% year‑over‑year and total revenue climbing 50% to $62.2 million. The company’s 2021 acquisitions—BillingTree, Kontrol Payables, and Payix—contributed roughly $14 million of incremental revenue and bolstered gross profit, which rose...
Voyager Technologies Inc (VOYG) Q4 2025 Earnings Call Transcript
Global Business Travel Group (GBTG) posted a strong Q4 2025, reporting $10 billion total transaction value—a 45% jump—and $792 million revenue, up 34% year‑over‑year. Adjusted EBITDA rose 17% to $130 million, while free cash flow reached $104 million for the full year. AI‑driven digital...
ACCO Brands Corp (ACCO) Q4 2025 Earnings Call Transcript
ACCO Brands reported full‑year net sales of $600 million, a 4.4% increase, driven by a 7% rise in U.S. revenue that now represents two‑thirds of the business. Q4 sales matched guidance at $164 million, but gross margin slipped in the quarter as...
FreightCar America Inc (RAIL) Q4 2025 Earnings Call Transcript
FreightCar America posted a 42% revenue jump to $160.5 million in Q3 2025, propelled by 1,304 railcar deliveries and a record adjusted EBITDA of $17 million, up 56% year‑over‑year. Gross margin improved to 15.1% and adjusted EBITDA margin reached 10.6%, the strongest since...
Castellum Inc (CTM) Q4 2025 Earnings Call Transcript
Constellium Inc. reported a strong fourth‑quarter 2025, delivering $2.2 billion in revenue, a 28% year‑over‑year increase, and an adjusted EBITDA (excluding metal‑price lag) of $213 million, the highest ever for the quarter. Net income swung to $113 million from a $47 million loss, driven...
ARS Pharmaceuticals Inc (SPRY) Q4 2025 Earnings Call Transcript
ARS Pharmaceuticals reported a pivotal quarter, with U.S. Neffy net product revenue soaring to $31.3 million—a 2.5‑fold quarter‑over‑quarter increase that beat consensus. New prescriber market share reached 10.3% and provider adoption rose 85% since August, while the Get Neffy On...
Hewlett Packard Enterprise Co (HPE) Q1 2026 Earnings Call Transcript
Commvault reported a strong Q1 2026, with total ARR climbing 24% to $996 million and subscription ARR surging 33% to $844 million, now 85% of total ARR. SaaS revenue accelerated 63% year‑over‑year, pushing SaaS ARR to $307 million and delivering a net‑dollar retention rate...