PACS Touts Zero-Deficiency Surveys, High Occupancy and 73% of Facilities Earning Top-Tier Star Ratings
PACS Group reported FY 2025 revenue of $5.29 billion, up 29% year‑over‑year, and net income of $191.5 million, driven by strong occupancy and disciplined acquisitions. Occupancy averaged 89.1% overall and 94.9% at mature facilities, well above the industry average. More than 73% of its skilled‑nursing sites earned four‑ or five‑star CMS ratings, and the company completed seven zero‑deficiency surveys in 2025. The firm added eight facilities, expanding its bed count to 35,379, while its AIT program supplied a pipeline of 38 emerging leaders.
Some of Warner Bros. Games' 'Biggest Franchises' To Return Starting Next Year, Netflix Backs Out of Bidding War with Paramount
Warner Bros. Discovery announced that its gaming division will refocus on its flagship franchises—Harry Potter, Game of Thrones, DC and Mortal Kombat—with new releases expected in 2027‑28. The company described 2025 as a reset year after shutting down MultiVersus and...
Natural Resource Partners LP (NRP) Q4 2025 Earnings Call Transcript
Natural Resource Partners L.P. reported $42 million of free cash flow in 2025 and $190 million over the trailing twelve months, while net income reached $31 million. The partnership retired nearly $130 million of debt, leaving $70 million outstanding, and maintained a 75‑cent per unit...
BlackRock TCP Capital Corp (TCPC) Q4 2025 Earnings Call Transcript
BlackRock TCP Capital Corp (TCPC) reported Q2 2025 results showing nonaccruals fell to 3.7% of portfolio fair value, down from 4.4% in the prior quarter, while net asset value slipped due to markdowns on restructured assets. The $1.8 billion portfolio stayed...
Chart Industries Inc (GTLS) Q4 2025 Earnings Call Transcript
Chart Industries reported record Q4 2020 performance, achieving a $810 million backlog and its highest ever quarterly orders. The company signed 33 long‑term agreements, including 14 service contracts, and expanded its hydrogen trailer and water‑treatment businesses with notable contracts in the...
Calumet Inc (CLMT) Q4 2025 Earnings Call Transcript
Calumet Specialty Products Partners reported Q4 2019 adjusted EBITDA of $49.9 million and full‑year adjusted EBITDA of $262.8 million, driven by a 24% rise in specialty segment earnings to $207.9 million. The company reduced debt by $391 million, bringing leverage down to 4.0 times EBITDA...
Cryo-Cell International Inc (CCEL) Q4 2025 Earnings Call Transcript
AVITA Medical reported Q4 2025 revenue of $17.6 million and full‑year revenue of $71.6 million, marking 11% growth year‑over‑year. Gross margin slipped to 82.1% for the year, driven by inventory reserves and a higher mix of CoHiliX and PermeDerm. Operating...
1stdibs.Com Inc (DIBS) Q4 2025 Earnings Call Transcript
1stdibs.Com reported its first quarter of adjusted EBITDA profitability, posting $1.3 million at a 6% margin in Q4 2025. Gross merchandise value slipped 5% to $90.2 million, while net revenue edged up 1% to $23 million and the take rate rose 140 basis points....
Carter's Inc (CRI) Q4 2025 Earnings Call Transcript
Carter's Inc. reported flat Q3 net sales of $758 million but saw adjusted operating income plunge to $39 million as tariffs pushed effective duty rates into the high‑30% range, adding $200‑250 million of pre‑mitigation costs. The company announced a strategic rightsizing plan that...
Fulgent Genetics Inc (FLGT) Q4 2025 Earnings Call Transcript
Fulgent Genetics reported Q4 2025 revenue of $84.1 million, a sequential increase and strong year‑over‑year growth across its Precision Diagnostics and Biopharma segments. Non‑GAAP gross margin improved to 44.3% while operating expenses fell, delivering a $0.7 million adjusted EBITDA and a $4.5 million...
Delek US Holdings Inc (DK) Q4 2025 Earnings Call Transcript
Delek US Holdings reported adjusted Q3 EPS of $1.52 and adjusted EBITDA of $319 million, excluding Small Refinery Exemption (SRE) impacts. Management highlighted a $60 million contribution from its Enterprise Optimization Plan (EOP) and raised the annual EOP run‑rate target to at...
Sunstone Hotel Investors Inc (SHO) Q4 2025 Earnings Call Transcript
Sunstone Hotel Investors (SHO) reaffirmed its full‑year earnings outlook despite a choppy operating environment and a government shutdown. Third‑quarter RevPAR rose 2% year‑over‑year, led by strong performance in San Francisco and Miami Beach, while adjusted EBITDAre reached $50 million and adjusted...
Treace Medical Concepts Inc (TMCI) Q4 2025 Earnings Call Transcript
Treace Medical Concepts reported third‑quarter 2025 revenue of $50.2 million, an 11% year‑over‑year increase, while adjusted EBITDA loss narrowed 49% to $2.6 million. The mix shifted toward lower‑ASP bunion correction systems, pulling gross margin down to 79.1% from 80.1% a year earlier....
Northwest Natural Holding Co (NWN) Q4 2025 Earnings Call Transcript
Northwest Natural Holding Co. reported fourth‑quarter 2024 adjusted earnings of $2.33 per share, slightly below the prior year due to regulatory lag, and set 2025 adjusted EPS guidance at $2.75‑$2.95. The company completed its largest Oregon gas utility rate case,...
Alpha Metallurgical Resources Inc (AMR) Q4 2025 Earnings Call Transcript
Alpha Metallurgical Resources reported Q4 2025 adjusted EBITDA of $28.5 million, a 32% decline from the prior quarter, driven by lower tonnage and reduced coal inventory values. Total shipments fell to 3.8 million tons, while metallurgical coal realizations modestly improved to a...
LiqTech International Inc (LIQT) Q4 2025 Earnings Call Transcript
LiqTech International reported Q4 2025 revenue of $16.5 million, a 13% increase year‑over‑year, driven by a 49% jump in systems and aftermarket sales to $8.2 million. The company posted a gross margin of 7.6% and narrowed its adjusted EBITDA loss to $5 million....
Gogo Inc (GOGO) Q4 2025 Earnings Call Transcript
Gogoro Inc. reported a record adjusted EBITDA of $59.9 million for 2025, driven by sharp margin expansion and a three‑fold rise in operating cash flow. Revenue fell 9.4% to $281.5 million as hardware sales softened, while battery‑swapping revenue grew 8.1% to $149 million...
Delek Logistics Partners LP (DKL) Q4 2025 Earnings Call Transcript
MPLX reported Q4 2025 adjusted EBITDA of $1.8 billion, a 2% year‑over‑year increase, and a full‑year adjusted EBITDA exceeding $7 billion, reflecting a 6.7% three‑year CAGR. The company raised its quarterly distribution by 12.5%, returning $4.4 billion to unitholders in 2025. A $2.4 billion...
Autodesk Tops Earnings Estimates as Billings Surge 33%
Autodesk reported fiscal 2026 Q4 earnings that topped estimates, posting adjusted earnings per share of $2.85 and revenue of $1.957 billion, both above analyst forecasts. Billings surged 33% year‑over‑year to $2.804 billion, driven by strong performance across its Design, Make and other...
Zscaler Stock Drops After Solid Quarter Fails to Excite Investors
Zscaler reported a solid fiscal 2026 Q2, beating earnings and revenue estimates with $1.01 adjusted EPS and $815.8 million revenue, a 26% year‑over‑year increase. Annual recurring revenue climbed 25% to $3.359 billion, adding $155.5 million of new ARR. The company unveiled its AI...
WBD Sees Revenues Drop 7 Percent in Q4
Warner Bros. Discovery reported a 7% year‑over‑year drop in Q4 total revenues, falling to $9.5 billion. All three core segments—distribution, advertising and content—declined, with advertising down 9% and content down 10%. The company posted a net loss of $252 million after accounting...
Nexstar Expects Tegna Purchase To Close By End Of Q2
Nexstar Media Group expects its $2.5 billion acquisition of Tegna to close by the end of the second quarter, aligning with the anticipated surge in political advertising ahead of the 2026 election cycle. The company reported Q4 net revenue of $1.29 billion,...
VITAS Takes a Punch in Q4 2025, Expects Brighter 2026
VITAS Healthcare, a Chemed Corp subsidiary, saw Q4 2025 revenue pressured by a Medicare payment‑cap liability that spiked to $6.1 million, largely in Florida. To offset the cap, the hospice shifted toward hospital‑based short‑stay referrals, which boosted patient volume but lowered...
Airbus and Leonardo Report Increased Space Revenues for 2025
Airbus Defence and Space reported €13.4 billion in space revenues for 2025, an 11 % increase from the prior year, while Leonardo’s Space division posted just over €1 billion, also up 11 %. Both companies improved profitability through restructuring, cutting over 2,000 jobs and...
Ocado Earnings: Near-Term Guidance Is Modest, Technology Changes Underway; Lowering Valuation
Ocado Group reported a 12% year‑over‑year revenue increase for 2025, with technology revenue up 13% and logistics revenue up 12%, while adjusted EBITDA margin rose to 25% from 16%. The stock fell about 6% after the release, as analysts flagged...
Shift4 Shifts Its Focus to International Deals
Shift4 Payments reported record Q4 results and announced a strategic pivot toward international growth. The company closed a $2.5 billion acquisition of Swiss tax‑free shopping platform Global Blue and added Australia‑based Smartpay to its portfolio. To capitalize on these assets, Shift4 is...
After Sarepta’s Annus Horribilis, Elevidys Sales Expected To Continue Downward Spiral
Elevidys, Sarepta Therapeutics’ gene therapy for Duchenne muscular dystrophy, posted $110 million in fourth‑quarter sales, bringing full‑year revenue to $898.7 million—well below the $1 billion benchmark. Safety incidents in 2025 and a severe flu season have eroded confidence, prompting analysts to project 2026...
What’s Next For Nexstar? More Growth For The CW, NewsNation
Nexstar Media Group posted its fourth‑quarter 2025 results, beating Wall Street revenue forecasts while slipping into a net loss. Adjusted EBITDA and adjusted free cash flow fell sharply compared with the prior year. CEO Perry Sook highlighted the company’s aggressive...
Xperi Surpasses Street Expectations On Q4 Results
Xperi Corp. reported fourth‑quarter results that topped Wall Street revenue forecasts, marking a notable beat against consensus estimates. CEO Jon Kirchner highlighted that 2025 saw the company hit key milestones across its core franchises, including DTS AutoStage, TiVo, and HD...
Nvidia’s Comments on Supplies for Gaming Chips: Tight for a Couple of Quarters
Nvidia CFO Colette Kress told analysts that the current shortage of graphics chips and cards for gaming rigs will persist for the next few quarters. The tight supply stems from Nvidia’s aggressive allocation of fab capacity to higher‑margin AI accelerators....
Better Collective Posts Record EBITDA Amid Revenue Headwinds
Better Collective reported Q4 2025 revenue of €94.3 million, a 2% YoY decline but flat in constant currencies, while achieving a record quarterly EBITDA before special items of €37 million (39% margin), beating consensus. Full‑year revenue fell 9% to €337 million and EBITDA...
Cettire in the Red Amid Weak US Performance, Shares Plunge
Cettire reported a first‑half fiscal loss of $1.1 million, reversing a $4.7 million profit from the prior year, as US tariff changes and soft luxury demand hit sales. Revenue slipped 2.8% to $382.8 million, while adjusted EBITDA fell 28% to $8.7 million. Excluding the...
HKEX 2025 Full Year Results
HKEX reported record 2025 results, with revenue of HK$29.2bn, a 30% increase year‑on‑year, and profit of HK$17.8bn, up 36%. The exchange reclaimed its position as the world’s top IPO venue, raising HK$286.9bn from 119 listings, and posted record trading volumes...
CTV Fueled Magnite’s Q4 Growth As Display Falters
Magnite reported Q4 revenue of $205 million, a 6% year‑over‑year increase, driven largely by its fast‑growing connected‑TV (CTV) segment. While the DV+ platform’s display revenue grew modestly 4% to $101.5 million, CTV revenue surged 32% to $93.6 million, representing 48% of the quarter’s...
NCR Voyix Corp (VYX) Q4 2025 Earnings Call Transcript
NCR Voyix reported Q4 2025 revenue of $720 million, a 6% increase year‑over‑year, with adjusted EBITDA rising 17% to $130 million and margin expanding to 18.1%. Retail revenue grew 9% while the restaurant segment remained flat, and platform sites reached 80,000, up...
Willdan Group, Inc (WLDN) Q4 2025 Earnings Call Transcript
Willdan Group reported its strongest quarter ever in Q4 2019, with contract revenue jumping 49.7% to $129.4 million and net revenue rising 51.8% to $61 million. The Energy segment led the surge, posting an 84.5% increase in net revenue, while adjusted EBITDA more...
Akebia Therapeutics Inc (AKBA) Q4 2025 Earnings Call Transcript
Akebia Therapeutics reported 2025 total revenue of $236.2 million, a 47% increase driven by the commercial launch of Vafseo and higher Auryxia sales. Net product revenue reached $227 million, with Vafseo contributing $45.8 million and gaining prescribing access for 290,000 dialysis patients. The...
Koppers Holdings Inc (KOP) Q4 2025 Earnings Call Transcript
Koppers Holdings reported third‑quarter 2025 sales of $485 million, a 12% decline year‑over‑year, as volume drops hit all three segments. Adjusted EBITDA fell to $70.9 million, but margin remained solid at 14.6% thanks to aggressive SG&A reductions and the Catalyst cost‑saving program....
CoreWeave Inc (CRWV) Q4 2025 Earnings Call Transcript
Galaxy Digital reported a GAAP net loss of $241 million for 2025, but generated $34 million of adjusted EBITDA despite a 10% crypto market cap decline. Digital assets adjusted gross profit rose 67% year‑over‑year to $5 million, while Global Markets...
Austin Gold Corp (AUST) Q4 2025 Earnings Call Transcript
Royal Gold reported record 2025 results, with annual revenue of $1 billion, a 43% increase, and operating cash flow of $705 million, up 33%. Net income rose 40% to $466 million, while adjusted net income hit $510 million, boosted by strong gold prices and...
United Parks & Resorts Inc (PRKS) Q4 2025 Earnings Call Transcript
SeaWorld Entertainment reported Q3 2021 revenue of $521.2 million, a 10% increase year‑over‑year, driven by a 23.7% rise in revenue per capita despite a 1% attendance dip excluding international and group guests. Adjusted EBITDA hit a record $265.3 million, up 28%, while...
Anika Therapeutics Inc (ANIK) Q4 2025 Earnings Call Transcript
Anika Therapeutics reported total revenue of $27.8 million for the quarter, a 6% year‑over‑year decline driven primarily by lower pricing in its OEM osteoarthritis pain‑management channel. Commercial channel revenue rose 22% to $12 million, powered by a 25% surge in...
Personalis Inc (PSNL) Q4 2025 Earnings Call Transcript
Personalis reported a record $18.2 million Q4 2019 revenue, a 38% year‑over‑year increase, and full‑year revenue of $65.2 million, up 73% from 2018. The VA Million Veteran Program (MVP) remained the core revenue driver, contributing $43.5 million for the year and $13.8 million in...
TopBuild Corp (BLD) Q4 2025 Earnings Call Transcript
TopBuild reported a 5% decline in Q2 2025 sales to $1.3 billion, driven by a low‑double‑digit drop in residential volume while commercial and industrial segments grew. The company highlighted the recent Progressive Roofing acquisition, which adds roughly $215 million of second‑half sales...
Nuveen Churchill Direct Lending Corp (NCDL) Q4 2025 Earnings Call Transcript
Nuveen Churchill Direct Lending Corp reported Q4 2025 results, posting net investment income of $0.44 per share and a slight dip in total investment income to $50 million. Gross originations surged to $59.4 million, while leverage remained at the upper end of...
American Healthcare REIT Inc (AHR) Q4 2025 Earnings Call Transcript
American Healthcare REIT reported normalized FFO of $1.61 per share and 4.8% same‑store NOI growth for 2025, beating guidance. The company leased 5.8 million square feet, improved tenant retention, and cut G&A expenses to $45 million. Debt‑to‑EBITDA fell to 5.4x after $900 million...
Braemar Hotels & Resorts Inc (BHR) Q4 2025 Earnings Call Transcript
Braemar Hotels & Resorts reported Q1 2019 results highlighting its luxury‑focused strategy, including the acquisition of the Ritz‑Carlton Lake Tahoe and the launch of a $50 million Enhanced Return Funding Program (ERFP). RevPAR grew 14.3% portfolio‑wide, driven by a 32.8% surge at...
Coupang Inc (CPNG) Q4 2025 Earnings Call Transcript
Coupang reported record Q4 2023 results, with active customers reaching 21 million and a 16% year‑over‑year increase. Net revenue rose 23% to $6.6 billion, while free cash flow hit $1.8 billion and cash balances grew to $5.6 billion. Adjusted EBITDA for the quarter was...
Fox Factory Holding Corp (FOXF) Q4 2025 Earnings Call Transcript
Fox Factory reported fiscal Q4 2025 revenue of $361.1 million, a 2.3% increase, and full‑year sales of $1.47 billion, up 5.3%. Gross margin slipped to 28.3% from 28.9% amid product‑mix shifts and tariff headwinds, and the company recorded a $295 million non‑cash...
Alta Equipment Group Inc (ALTG) Q4 2025 Earnings Call Transcript
Align Technology reported a record $1.05 billion Q4 2025 revenue, up 5.3% year‑over‑year, driven by strong clear‑aligner sales and expanding Systems & Services. Non‑GAAP operating margin improved to 26.1%, the highest since 2021, while cash balances rose to $1.09 billion. The company...