Full House Resorts Inc (FLL) Q4 2025 Earnings Call Transcript
Full House Resorts (FLL) reported strong Q4 2025 results, highlighting a $120 million non‑core hotel sale at a 21‑times EBITDA multiple and a 3.2% RevPAR increase in its core portfolio. The company invested nearly $300 million in 2025 capital projects, including a $96 million renovation of the Ali'i Tower at Hilton Hawaiian Village slated for 2026. Liquidity remains robust at roughly $2 billion, supporting a 2026 adjusted EBITDA outlook of $580‑$610 million and an 8.5%+ dividend yield. Management signaled cautious 2026 guidance amid macro‑economic uncertainty but expects mid‑year demand catalysts to drive growth.
Autohome Inc (ATHM) Q4 2025 Earnings Call Transcript
AutoNation (AN) reported Q4 2025 revenue of $6.9 billion, a 4% decline year‑over‑year, driven by a 9% drop in new‑vehicle sales and a 60% plunge in battery‑electric units. Despite the revenue headwind, aftersales and Customer Financial Services (CFS) posted record gross‑profit...
Grid Dynamics Holdings Inc (GDYN) Q4 2025 Earnings Call Transcript
General Dynamics (GDYN) posted Q4 2025 earnings of $4.17 per diluted share on $14.307 billion revenue, up 7.8% year‑over‑year and 11.4% sequentially. All major segments delivered double‑digit top‑line growth, highlighted by Marine Systems revenue rising 21.7% and operating earnings surging 72.5%....
Methode Electronics Inc (MEI) Q3 2026 Earnings Call Transcript
Medtronic reported Q3 2026 revenue of $9 billion, up 8.7% YoY, driven by an 11% surge in its cardiovascular portfolio and an 80% jump in Cardiac Ablation Solutions (CAS) where pulse‑field ablation now accounts for 80% of the segment. Gross margin...
CPI Card Group Inc (PMTS) Q4 2025 Earnings Call Transcript
CPI Card Group reported third‑quarter 2025 net sales rising 11% year‑over‑year, propelled primarily by the ArrowEye acquisition and strong growth in its instant‑issuance SaaS platform. Gross profit margin contracted to 29.7% from 35.8% due to an unfavorable sales mix, lower...
Clarus Corp (CLAR) Q4 2025 Earnings Call Transcript
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 rock and fluid analysis. The Reservoir Description segment posted a 14% operating margin, expanding 60 basis points, while Production...
CorMedix Inc (CRMD) Q4 2025 Earnings Call Transcript
CONMED reported Q4 2025 revenue of $373.2 million, a 7.9% year‑over‑year increase, and full‑year sales of $1.375 billion, up 5.2%. Orthopedic sales jumped 12.1% in the quarter, while international sales surged 15.4%, offsetting modest U.S. growth. Adjusted EPS rose 6.7% to $1.43,...
Grove Collaborative Holdings Inc (GROV) Q4 2025 Earnings Call Transcript
Grove Collaborative reported Q3 2025 revenue of $43.7 million, a 9.4% year‑over‑year decline—the smallest drop since 2021, while active customers fell 7% to 660,000 and orders slipped 12.5%. Adjusted EBITDA was a negative $1.2 million, but management expects a positive...
Marvell Technology Inc (MRVL) Q4 2026 Earnings Call Transcript
Marvell Technology reported record fourth‑quarter revenue of $1.817 billion, a 27% year‑over‑year increase, driven primarily by an 88% surge in data‑center sales. The company achieved GAAP profitability and posted non‑GAAP earnings per share of $0.60, a 40% sequential rise, underscoring strong...
Orion Properties Inc (ONL) Q4 2025 Earnings Call Transcript
Orion Group Holdings reported $852 million revenue for 2025, a year‑over‑year increase, with operating income of $15 million and adjusted EBITDA of $45 million, translating to $0.25 adjusted EPS. The Marine segment delivered $545 million revenue and doubled its adjusted EBITDA margin to 10%,...
Capital Clean Energy Carriers Corp (CCEC) Q4 2025 Earnings Call Transcript
Carrier Global reported Q4 2025 sales of $4.8 billion, a 9% organic decline offset by a modest foreign‑currency tailwind. Adjusted operating profit fell 33% to $455 million, reflecting weaker residential and light‑commercial volumes and an unfavorable mix. Management highlighted a surge in...
TriSalus Life Sciences Inc (TLSI) Q4 2025 Earnings Call Transcript
TriSalus Life Sciences reported Q3 2025 revenue of $11.6 million, a 57% year‑over‑year increase, while adjusted EBITDA loss narrowed to $5.4 million despite one‑time study charges. Gross margin slipped to 84% as new product launches strained manufacturing efficiency, but cash burn improved,...
Carparts.Com Inc (PRTS) Q4 2025 Earnings Call Transcript
CarParts.com reported FY 2024 revenue of $589 million, a 13% decline year‑over‑year, with gross profit of $197 million and a 33.4% gross margin, near the top of guidance. The fourth‑quarter results showed revenue down 15% to $133.5 million and a GAAP net loss...
Atea Pharmaceuticals Inc (AVIR) Q4 2025 Earnings Call Transcript
Atea Pharmaceuticals reported a $329.3 million cash position that funds its Phase III hepatitis C program through 2027 and supports a new hepatitis E pipeline. The CBEYOND and C FORWARD trials are on track, with enrollment completing next month and mid‑2026 respectively, and top‑line data...
Liquidia Corp (LQDA) Q4 2025 Earnings Call Transcript
QuidelOrtho reported solid top‑line growth in Q4 2025, with its Labs segment up 7% quarter‑over‑quarter and 6% for the full year, driven by strong regional performance in LATAM and EMEA. Adjusted diluted EPS reached $0.46 in the quarter and $2.12...
Kingstone Companies Inc (KINS) Q4 2025 Earnings Call Transcript
Kinsale Capital Group reported a 26% jump in diluted operating earnings per share to $5.81 in Q4 2025, while net written premiums rose 7.1% and the combined ratio improved to 71.7%. The insurer’s operating return on equity hit 26%, book value...
Aligos Therapeutics Inc (ALGS) Q4 2025 Earnings Call Transcript
Agilon Health reported FY 2025 revenue of $5.93 billion, with Q4 revenue of $1.57 billion, but both medical margin and adjusted EBITDA remained negative, driven by higher inpatient claims and market exits. The company cut operating expenses by $35 million and extended its...
Cooper Companies Inc (COO) Q1 2026 Earnings Call Transcript
Cooper Companies reported record Q2 2021 results, delivering $720 million in revenue, a 37% year‑over‑year increase, driven by strong performances in both CooperVision and CooperSurgical. CooperVision posted a 25% revenue rise to $523 million, while CooperSurgical surged 58% to $197 million, supported by...
AerSale Corp (ASLE) Q4 2025 Earnings Call Transcript
AerCap Holdings reported a record 2025 with $8.5 billion revenue, $3.8 billion GAAP net income and $2.7 billion adjusted net income, boosted by $1.5 billion in Ukraine‑related insurance recoveries. Operating cash flow reached $5.4 billion and the company returned $2.6 billion to shareholders through buybacks and...
Toro Co (TTC) Q1 2026 Earnings Call Transcript
Toro reported first‑quarter fiscal 2025 net sales of $995 million, a modest decline from the prior year after divesting Pope Products. The professional segment grew 1.6% to $769 million, driven by strong demand for golf, grounds equipment and new contractor‑grade zero‑turn mowers,...
Costco Wholesale Corp (COST) Q2 2026 Earnings Call Transcript
AutoZone reported Q2 2026 total sales of $4.3 billion, up 8.1% year‑over‑year, while EPS fell 2.3% to $27.63 after a $59 million non‑cash LIFO charge. Excluding the LIFO impact, EPS would have risen 7.1% and gross margin would have improved. Domestic same‑store...
OFS Credit Company Inc (OCCI) Q1 2026 Earnings Call Transcript
OFS Credit Company reported first‑quarter 2026 revenue of $381 million, a modest 1% increase, while new‑boat sales fell 6% and pre‑owned sales surged 24%. Gross profit rose to $89 million, lifting the margin 110 basis points to 23.5%. The company posted a...
Grocery Outlet Closing 36 Stores
Discount grocer Grocery Outlet announced the closure of 36 underperforming stores, about 6% of its footprint, after reporting a $235 million operating loss and a $218 million net loss in Q4. The closures are concentrated on the East Coast, affecting roughly 30%...
Okta Beats Fourth-Quarter Estimates, but Issues Weak Guidance
Okta reported fourth‑quarter 2026 earnings that topped Wall Street forecasts, posting adjusted EPS of $0.90 and revenue of $761 million, an 11% year‑over‑year increase. Despite the beat, the company issued a cautious first‑quarter outlook, projecting revenue of $749‑$753 million and adjusted EPS...
MDA Space Reports Record Revenue Again in 2025, Driven by Satellite Manufacturing Progress
MDA Space posted a record C$1.63 billion in 2025 revenue, a 51% year‑over‑year jump, driven largely by its Satellite Systems division. That segment surged 85.5% to C$1.1 billion, fueled by contracts for Low‑Earth‑Orbit constellations with Globalstar and Telesat Lightspeed. Adjusted net income...
Earnings Summary: Highlights of Advanced Flower Capital’s Q4 FY25 Report
Advanced Flower Capital Inc. posted a modest Q4 FY25 net income of $0.9 million, or $0.04 per basic weighted‑average common share. The quarter also recorded a distributable loss of $2.8 million, or $0.12 per share, while net interest income was $5.19 million against...
What Berkshire’s CEO Abel Said About Insurance
Berkshire Hathaway’s new CEO Greg Abel disclosed a sharp decline in 2025 underwriting profit, with GEICO alone responsible for more than half of the $1.9 billion drop. Across all property‑casualty units pretax underwriting profit fell 16.5% to $9.7 billion and combined ratios...
Endeavour Group Sees Retail Profits Hurt by Low-Cost Push
Endeavour Group’s half‑year earnings show a 17.1% drop in net profit to $247 million despite a modest 0.2% rise in retail sales to $5.5 billion. The decline stems from an aggressive low‑price strategy that squeezed the retail drinks gross margin down 84...
Triplepoint Venture Growth BDC Corp (TPVG) Q4 2025 Earnings Call Transcript
TriplePoint Venture Growth BDC reported a $73 million increase in its debt investment portfolio for Q3 2025, marking the third straight quarter of growth and a year‑to‑date rise of nearly $110 million. New commitments surged to $182 million, with 90% directed toward AI,...
Janus International Group Inc (JBI) Q4 2025 Earnings Call Transcript
Janus International Group reported Q4 2025 revenue of $219.3 million, a 4.7% year‑over‑year decline driven primarily by pricing pressure and lower volume. Adjusted EBITDA rose 1.2% to $43.6 million, lifting the margin to 19.9% after cost‑saving initiatives. International sales surged 32.9% while...
EyePoint Inc (EYPT) Q4 2025 Earnings Call Transcript
EyePoint reported Q4 2025 results, highlighting rapid enrollment of over 900 patients in two pivotal wet AMD Phase 3 trials (Lugano and LUCHIA) with top‑line data expected mid‑2026. The company also initiated Phase 3 DME studies (COMO and CAPREIT) slated for first...
Cross Country Healthcare Inc (CCRN) Q4 2025 Earnings Call Transcript
Cross Country Healthcare reported Q4 2018 revenue of $200.9 million, down 9% year‑over‑year, and a net loss of $19.7 million. CEO Kevin Clark, a co‑founder, returned to lead a turnaround, eliminating the COO role and promoting internal leaders. The company...
Red Violet Inc (RDVT) Q4 2025 Earnings Call Transcript
Red Violet reported Q2 2025 revenue of $21.8 million, a 14% year‑over‑year increase and 21% organic growth after excluding a prior‑year one‑time transaction. The company posted a record adjusted gross margin of 84% and free cash flow of $4.8 million, up 47%...
NACCO Industries Inc (NC) Q4 2025 Earnings Call Transcript
NACCO Industries reported third‑quarter 2019 results, with revenue modestly rising to $32.6 million while operating profit fell to $8.7 million. Net income increased to $10.3 million, driven by a $2.7 million pre‑tax payment from an India venture. Management forecast 2020 coal deliveries to grow,...
Keros Therapeutics Inc (KROS) Q4 2025 Earnings Call Transcript
Karyopharm Therapeutics reported Q4 2025 total revenue of $34.1 million, an 11.8% year‑over‑year increase, driven primarily by XPOVIO net product revenue of $32.1 million. The company trimmed R&D and SG&A expenses, improving operating performance by roughly 43% quarter‑over‑quarter, yet posted a GAAP...
SandRidge Energy Inc (SD) Q4 2025 Earnings Call Transcript
SandRidge Energy reported a strong Q2 2025, with adjusted EBITDA rising 76% to $22.8 million and net income of $19.6 million. Production increased 19% year‑over‑year, driven by the launch of the Cherokee development program, whose first well delivered 2,300 BOE/day and a breakeven...
Stevanato Group SpA (STVN) Q4 2025 Earnings Call Transcript
Stevanato Group posted a 9% year‑over‑year revenue increase to $303.2 million in Q3 FY2025, driven by a 14% rise in its BDS segment and a 47% surge in high‑value solutions, which now represent 49% of total sales. The Engineering segment fell...
Mistras Group Inc (MG) Q4 2025 Earnings Call Transcript
Mistras Group reported Q3 fiscal 2025 revenue of $195.5 million, a 7% year‑over‑year increase driven by growth across all five major verticals. Adjusted EBITDA reached a record $30.2 million, up 29.6% and yielding a 15.4% margin, while net income more than doubled...
Sight Sciences Inc (SGHT) Q4 2025 Earnings Call Transcript
Sight Sciences reported fourth‑quarter 2025 revenue of $20.4 million, a 7% year‑over‑year increase, driven by $19.7 million from interventional glaucoma and $0.7 million from the newly reimbursed interventional dry‑eye segment. Gross margins remained strong at 87% overall, while operating expenses fell 25% after...
Seaport Entertainment Group Inc (SEG) Q4 2025 Earnings Call Transcript
Seaport Entertainment Group reported Q4 2025 consolidated revenue of $45.1 million, a modest 1% year‑over‑year increase, while net loss narrowed to $33.2 million, or $2.61 per share, a 56% improvement. Adjusted EBITDA rose sharply—up 40% on an exclusionary basis—despite headline declines driven...
Acres Commercial Realty Corp (ACR) Q4 2025 Earnings Call Transcript
Acres Commercial Realty reported a $46.8 million net decline in its loan portfolio for Q3 2025, offset by $106.4 million of new commitments. A $13.1 million capital gain from a real‑estate sale lifted GAAP net income to $9.8 million and boosted earnings available for distribution...
Verastem Inc (VSTM) Q4 2025 Earnings Call Transcript
Verastem reported $1.7 million in COPIKTRA net revenue for Q1 2019, a 38% increase over the prior quarter, and achieved reimbursement coverage with more than 92% of targeted health plans. Clinical updates highlighted the Phase 3 DUO trial, which showed...
Altisource Portfolio Solutions SA (ASPS) Q4 2025 Earnings Call Transcript
Altisource Portfolio Solutions reported Q2 2025 service revenue of $40.8 million, up 11% year‑over‑year, and adjusted EBITDA of $5.4 million, a 23% increase. GAAP net income swung to $16.6 million from an $8.3 million loss, helped by a tax reserve reversal and lower interest expense....
Magnachip Semiconductor Corp (MX) Q4 2025 Earnings Call Transcript
Magnachip Semiconductor reported Q4 2025 revenue of $40.6 million, a 17% year‑over‑year decline, and a gross margin of 9.3% after a one‑time $2.7 million sales incentive reduced profitability. Adjusted operating loss widened to $11.9 million and adjusted EBITDA turned negative...
Real Brokerage Inc (REAX) Q4 2025 Earnings Call Transcript
RE/MAX Holdings reported Q4 2025 revenue of $71.1 million and adjusted EBITDA of $22.4 million, delivering a 31.5% margin despite a historically slow housing market. The franchise network reached an all‑time high of 148,500 agents, with international affiliates exceeding 75,000....
SES AI Corp (SES) Q4 2025 Earnings Call Transcript
SES AI Corp reported a record third‑quarter 2025 revenue of $7.1 million, a 102% sequential increase driven by the recent UC Energy acquisition and the launch of its Molecular Universe (MU 1.0) AI platform. Services now account for 55% of revenue with...
ATN International Inc (ATNI) Q4 2025 Earnings Call Transcript
ATN International reported fourth‑quarter 2025 revenue of $1.2 billion and full‑year revenue of $4.6 billion, the strongest top line since 2012. Adjusted EBITDA reached $232 million in Q4 and $859 million for the year, lifting the margin to 19.7% and surpassing guidance. Management guided...
ChargePoint Holdings Inc (CHPT) Q4 2026 Earnings Call Transcript
ChargePoint reported Q2 FY2026 revenue of $99 million, hitting the top of its guidance but falling 9 % year‑over‑year. Non‑GAAP gross margin rose to 33 %, the highest since the company went public, while subscription revenue reached $40 million, representing 40 % of total sales....
Aware Inc (AWRE) Q4 2025 Earnings Call Transcript
Aware Inc. posted fiscal 2025 revenue of $17.3 million, a marginal decline, while its net loss expanded to $5.9 million, reflecting higher technology and certification investments. The company secured ISO 30107 Level 3, ISO 27001, and FIDO2 certifications and earned best‑in‑class bias ratings in NIST...
Wix.Com Ltd (WIX) Q4 2025 Earnings Call Transcript
eToro reported Q4 2025 net contribution of $227 million, a 6% sequential rise, and adjusted EBITDA of $87 million, delivering a 38% margin. Capital markets revenue surged 43% year‑over‑year, offsetting a 72% drop in crypto net contribution. The firm highlighted...