Ducommun Inc (DCO) Q4 2025 Earnings Call Transcript
Ducommun reported a record $212.6 million Q3 revenue, up 6% year‑over‑year, and achieved a new high gross margin of 26.6%. The defense segment drove growth, expanding 13% with missiles up 21%, while commercial aerospace fell 10% amid Boeing and Spirit destocking. A $99.7 million litigation charge produced a GAAP loss of $64.4 million, but adjusted earnings held steady at $0.99 per share. Backlog reached a record $1.03 billion, giving a book‑to‑bill ratio of 1.6 and supporting reaffirmed mid‑single‑digit revenue guidance for 2025.
Playtika Holding Corp (PLTK) Q4 2025 Earnings Call Transcript
Playtika reported $604.6 million revenue for Q3 2025, with GAAP net income of $39.1 million and adjusted EBITDA up 30% sequentially. Direct‑to‑consumer (D2C) revenue reached a record $209.3 million, representing 31% of total revenue and moving toward a 40% target within two years. Disney Solitaire,...
Shenandoah Telecommunications Co (SHEN) Q4 2025 Earnings Call Transcript
Shenandoah Telecommunications reported Q2 2025 revenue of $88.6 million, driven by a 40.5% jump in Glo Fiber sales to $19.8 million and a record addition of 5,700 new fiber subscribers. Adjusted EBITDA climbed 21.9% to $28.4 million, lifting the margin to 32% as...
MBIA Inc (MBI) Q4 2025 Earnings Call Transcript
MBIA Inc. reported a markedly narrower Q4 2018 GAAP loss of $7 million, driven by reduced loss‑adjustment expenses on its Puerto Rico exposure and lower LAE across structured‑finance assets. The company completed a restructuring of COFINA bonds, cutting insured debt service exposure...
Tecnoglass Inc (TGLS) Q4 2025 Earnings Call Transcript
Tecnoglass Inc. trimmed its 2025 revenue midpoint guidance by $20 million after commercial construction invoicing slowed, with roughly half of the shortfall expected to roll into 2026. The company faces sharply higher aluminum input costs—LME prices up 15% and U.S. premiums...
BioLife Solutions Inc (BLFS) Q4 2025 Earnings Call Transcript
BioLife Solutions reported 2025 revenue of $96.2 million, a 29% year‑over‑year increase, driven largely by its biopreservation media (BPM) franchise which now represents 85% of total sales. Adjusted EBITDA rose to $25 million (26% margin) and the company posted adjusted net income...
Kimbell Royalty Partners LP (KRP) Q4 2025 Earnings Call Transcript
Kimbell Royalty Partners reported Q4 2025 production of 25,627 BOE per day and adjusted EBITDA of $64.8 million, while proved reserves rose 8% to a record 73 million BOE. The company declared a $0.37 per unit distribution, a 6% increase, classified entirely as return of...
DENTSPLY SIRONA Inc (XRAY) Q4 2025 Earnings Call Transcript
Dentsply Sirona reported Q4 2025 revenue of $961 million, a 6.2% reported increase and 2.5% constant‑currency growth, while adjusted EBITDA margin slipped to 14.1%. The company recorded a $144 million non‑cash goodwill impairment and discontinued its $128 million annual dividend to prioritize debt...
Goldman Sachs BDC Inc (GSBD) Q4 2025 Earnings Call Transcript
Goldman Sachs reported a 27% rise in annual earnings per share to $51.32, driven by record $41.5 billion global banking revenue and strong performance across investment banking, FICC, equities, and asset‑wealth management. Return metrics improved, with quarterly ROE at 16% and...
Alpha Teknova Inc (TKNO) Q4 2025 Earnings Call Transcript
Alpha Teknova reported Q4 2025 revenue of $10.5 million, a 9% year‑over‑year increase and the fifth consecutive quarter of growth, driven primarily by its Lab Essentials catalog line. Lab Essentials revenue rose 16% to $8.3 million, while Clinical Solutions revenue slipped 13%...
Hudson Pacific Properties Inc (HPP) Q4 2025 Earnings Call Transcript
Hudson Pacific Properties reported a transformative 2025, completing roughly $330 million of strategic asset sales and over $2 billion of capital transactions that doubled its liquidity to $934 million. The REIT reduced net debt by 22%, improved its debt‑to‑book ratio to 31.9%, and...
Purecycle Technologies Inc (PCT) Q4 2025 Earnings Call Transcript
PureCycle Technologies reported Q4 2025 revenue of $2.7 million, marking a fourth consecutive quarter of sequential growth, while achieving record production at its Denver (14 million lb processed) and Ironton (7.5 million lb produced) facilities. The company reduced feedstock procurement costs by $0.06 per pound,...
Privia Health Group Inc (PRVA) Q4 2025 Earnings Call Transcript
Privia Health reported a robust 2025, with implemented providers rising 12.3% to 5,380 and attributed lives increasing 22.7% to 1.54 million. Practice collections grew 16.9% to $3.47 billion and adjusted EBITDA surged 38.8% to $125.5 million, delivering a 130% free‑cash‑flow conversion. The company...
Talen Energy Corp (TLN) Q4 2025 Earnings Call Transcript
Talen Energy reported adjusted EBITDA of $1.035 billion and adjusted free cash flow of $524 million for 2025, with Q4 cash flow surpassing the entire 2024 level. The company reaffirmed its 2026 guidance, targeting $1.75‑$2.05 billion EBITDA and $980‑$1.18 billion free cash flow, while...
ACM Research Inc (ACMR) Q4 2025 Earnings Call Transcript
Amkor Technology reported Q4 2025 revenue of $1.89 billion, up 16% year‑over‑year, and EPS of $0.69, beating the top end of guidance. Full‑year revenue reached $6.7 billion, a 6% increase, with advanced packaging revenue setting a new record after a 7% rise....
Qnity Electronics Inc (Q) Q4 2025 Earnings Call Transcript
Sequans Communications reported Q4 2025 revenue of $7 million, a 72.6% sequential rise driven primarily by product shipments, and closed the year with $27.2 million in total revenue (about $20 million on an adjusted basis). Gross margin was 37.7% (about 43% excluding inventory...
Elastic NV (ESTC) Q3 2026 Earnings Call Transcript
Elastic N.V. reported Q3 fiscal 2026 revenue of $450 million, up 18% year‑over‑year, and a non‑GAAP operating margin of 18.6%. The company’s current remaining performance obligations (CRPO) surpassed $1 billion for the first time, indicating strong forward visibility. AI‑related usage expanded,...
ICF International Inc (ICFI) Q4 2025 Earnings Call Transcript
ICF International reported Q3 2025 revenue of $465.4 million, a 10% YoY decline driven primarily by a 29.8% drop in federal contract earnings amid a government shutdown. Non‑federal segments, especially commercial energy, offset some weakness, posting 24% revenue growth and...
MSC Income Fund Inc (MSIF) Q4 2025 Earnings Call Transcript
MSCI Inc. reported double‑digit organic revenue growth of over 10% in Q4 2025, accompanied by adjusted EBITDA up more than 13% and adjusted EPS rising nearly 12% quarter‑over‑quarter. The company’s subscription run rate topped $3.3 billion, driven by an 18% surge...
OPKO Health Inc (OPK) Q4 2025 Earnings Call Transcript
OPKO Health reported a $369 million cash position for Q4 2025, driven by asset sales, BARDA funding and partnership payments. The company repurchased 34.6 million shares for $47 million and allocated $109 million to stock and convertible note buybacks. Diagnostics revenue dropped to $71.1 million, but...
MannKind Corp (MNKD) Q4 2025 Earnings Call Transcript
MannKind reported a record Q4 2024 with $77 million in revenue and a full‑year total of $286 million, a 43% increase year‑over‑year. Afrezza sales grew 17% to $64 million, and the company announced a pediatric filing for the inhaled insulin in the first...
Bain Capital Specialty Finance Inc (BCSF) Q4 2025 Earnings Call Transcript
Bain Capital Specialty Finance reported net investment income of $0.45 per share, delivering a 10.3% annualized yield on book value and exceeding its regular dividend by 7%. The board declared a total Q4 dividend of $0.45 per share, translating to...
Vipshop Holdings Ltd (VIPS) Q4 2025 Earnings Call Transcript
Vipshop Holdings reported Q4 2025 net revenue of RMB 21.4 billion, a 3.4% year‑over‑year increase, driven by an 11% rise in active Super VIP members who now account for 51% of online spend. Gross margin slipped to 23% as higher incentives pressured profitability,...
Cars.com Inc (CARS) Q4 2025 Earnings Call Transcript
Carvana reported a record 596,006 retail units sold in 2025, a 43% increase year‑over‑year, and Q4 revenue of $5.6 billion, up 58%. Adjusted EBITDA hit a new quarterly high of $511 million, while net income surged to $951 million, largely due to a...
Nomad Foods Ltd (NOMD) Q4 2025 Earnings Call Transcript
Nomad Foods reported a strong fourth‑quarter 2020, posting 9.5% organic revenue growth and a 31.5% gross‑margin – the highest in over two years. Adjusted EBITDA rose to EUR119 million and adjusted EPS to EUR0.38, while free cash flow hit a record...
Biodesix Inc (BDSX) Q4 2025 Earnings Call Transcript
Biodesix reported fourth‑quarter 2021 revenue of $7.2 million and total 2021 revenue of $54.5 million, a 20% year‑over‑year increase driven by strong growth in its core lung‑diagnostic portfolio. Core lung‑test sales jumped 49% to $18.7 million, while COVID‑19 testing revenue collapsed, lifting the...
CRA International Inc (CRAI) Q4 2025 Earnings Call Transcript
CRA International reported record Q3 2025 revenue of $185.9 million, up 10.8% year‑over‑year, driven by strong growth across seven of its eleven practices and a 30.3% surge in international revenue. Non‑GAAP net income, EPS and EBITDA all rose double‑digits, while utilization...
Figs Inc (FIGS) Q4 2025 Earnings Call Transcript
FIGS reported record Q4 2025 net revenue of $201.9 million, a 33% year‑over‑year increase, driven by a surge in active customers to 2.9 million and a 9% rise in average order value. International sales exploded 55% as the company entered China...
Clear Channel Outdoor Holdings Inc (CCO) Q4 2025 Earnings Call Transcript
Clear Channel Outdoor reported fourth‑quarter 2020 revenue of $541 million, a 27% year‑over‑year decline, but showed sequential improvement in the Americas. The company added 74 digital billboards in Q4, bringing its U.S. digital inventory to over 1,400 screens, and expanded programmatic...
Hagerty Inc (HGTY) Q4 2025 Earnings Call Transcript
Hagerty Inc. reported Q3 2025 revenue of $380 million, an 18% year‑over‑year increase, propelled by 16% written‑premium growth and strong State Farm policy conversions. Operating profit jumped 240% to $34 million, lifting margins to 9% and net income to $46 million, a 143%...
Compania De Minas Buenaventura SAA (BVN) Q4 2025 Earnings Call Transcript
Compania de Minas Buenaventura reported Q2 2025 EBITDA of $130 million and net income of $91 million, driven by a 28% rise in copper output while silver and gold fell 11% and 17% respectively. The San Gabriel project reached 88% completion with $82 million CapEx...
Vistance Networks Inc (VISN) Q4 2025 Earnings Call Transcript
Vistance Networks completed the CCS divestiture to Amphenol, using the proceeds to retire all debt, redeem preferred equity and declare a $10‑per‑share special cash distribution. The company posted a 40% jump in full‑year net sales to $1.93 billion, with Q4 core...
PAR Technology Corp (PAR) Q4 2025 Earnings Call Transcript
PAR Technology reported Q4 2025 revenue of $120.1 million, up 14% year over year, driven by strong subscription services and modest hardware growth. Annual recurring revenue reached $315.4 million, a 15% organic increase, with subscription revenue representing 63% of total. The company...
USA TODAY Co Inc (TDAY) Q4 2025 Earnings Call Transcript
USA TODAY Co. reported Q4 2025 revenue of $585 million, down 5.8% year‑over‑year, while adjusted EBITDA rose 16.6% to $91.1 million, marking its strongest profitability in four years. Digital revenues hit an all‑time high, representing 47% of total revenue and driving a...
Zscaler Inc (ZS) Q2 2026 Earnings Call Transcript
Zscaler reported Q1 FY2026 revenue of $788 million, a 20% year‑over‑year increase, and annual recurring revenue (ARR) surpassing $3.2 billion, up 26% YoY. AI‑security ARR exceeded its $400 million target three quarters early, growing over 80% and is projected to top $500 million by...
Fortrea Holdings Inc (FTRE) Q4 2025 Earnings Call Transcript
Fortrea Holdings posted fourth‑quarter 2025 revenue of $660.5 million, a 5.2% year‑over‑year decline, while full‑year revenue rose modestly 1% to $2.723 billion. Adjusted EBITDA fell to $54 million in Q4 but the full‑year $189.9 million remained near the top of guidance, supported by aggressive...
Cytek Biosciences Inc (CTKB) Q4 2025 Earnings Call Transcript
Cytek Biosciences reported Q3 2025 revenue of $52.3 million, a modest 2% year‑over‑year increase driven by strong APAC growth and expanding recurring service and reagent streams. The company posted a net loss of $5.5 million and adjusted EBITDA of $2.5...
Solventum Corp (SOLV) Q4 2025 Earnings Call Transcript
Solventum Corp reported Q4 FY2025 results, posting 3.5% organic sales growth and $2.0 billion in revenue, though reported sales fell 3.7% because of the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5% and adjusted operating income...
Installed Building Products Inc (IBP) Q4 2025 Earnings Call Transcript
Installed Building Products reported a record $778 million in Q3 2025 revenue, up 2% year‑over‑year, driven by a 30% surge in heavy‑commercial sales. Adjusted EBITDA reached a new high of $140 million, delivering an 18% margin, while adjusted gross margin...
Vital Farms Inc (VITL) Q4 2025 Earnings Call Transcript
Vital Farms reported a record $198.9 million Q4 2025 revenue, up 37 percent YoY, driven by 19 percent volume growth and a favorable price mix. Gross margin rose to 37.7 percent, surpassing its 35 percent target, while adjusted EBITDA jumped 81 percent to $27.4 million. The company...
Hertz Global Holdings Inc (HTZ) Q4 2025 Earnings Call Transcript
Hertz Global Holdings reported $2.5 billion in Q4 2025 revenue and a $190 million adjusted corporate EBITDA, marking a $350 million year‑over‑year improvement and the first positive EPS in two years. Fleet utilization reached 84%, the highest since 2018, despite a 2% recall rate...
Rocket Companies Inc (RKT) Q4 2025 Earnings Call Transcript
Rocket Companies forecast adjusted Q4 2025 revenue of roughly $2.1 billion, driven by the recent Redfin and Mr. Cooper acquisitions. Operating expenses are expected to rise to about $2 billion, reflecting integration costs and severance. The Redfin deal now fuels 13% of...
Rackspace Technology Inc (RXT) Q4 2025 Earnings Call Transcript
Rackspace reported Q3 GAAP revenue of $671 million, a 1% sequential increase but a 1% year‑over‑year decline, beating the midpoint of its guidance. Non‑GAAP operating profit rose 17% sequentially to $32 million, while private‑cloud bookings grew 5% YoY, driven by major enterprise...
IQIYI Inc (IQ) Q4 2025 Earnings Call Transcript
iQIYI reported total revenue of RMB 6.7 billion for Q4 2025, a modest 1% sequential increase driven primarily by premium long‑form dramas and a 48% jump in distribution revenue from theatrical investments. Membership services rose 3% sequentially, while online advertising slipped 2% as...
Baidu Inc (BIDU) Q4 2025 Earnings Call Transcript
Baidu posted a modest 2% year‑over‑year decline in Q4 total revenue to RMB 34.1 billion, while its AI‑focused businesses accelerated. AI Cloud revenue jumped 26% YoY to RMB 7.1 billion, driven by strong ERNIE API adoption that rose 178% quarter‑over‑quarter. Consumer products also performed...
Castle Biosciences Inc (CSTL) Q4 2025 Earnings Call Transcript
Castle Biosciences reported $344.2 million revenue for 2025, beating its own guidance, and projected $340‑$350 million for 2026. Core test volumes surged, with TissueCypher reports up 86% to 39,014 and total reports reaching 105,053, while DecisionDx‑Melanoma grew modestly 9%. The company posted...
Oportun Financial Corp (OPRT) Q4 2025 Earnings Call Transcript
Oportun Financial Corp reported a fifth straight quarter of GAAP profitability, posting $25 million net income for 2025 and an 89% jump in adjusted EPS to $1.36. Credit quality improved, with the annualized net charge‑off rate at 12.3% and secured personal...
Daqo New Energy Corp (DQ) Q4 2025 Earnings Call Transcript
Daqo New Energy reported a 39.7% drop in annual polysilicon production to 123,652 metric tons, staying within its guided range, while sales outpaced output at 126,707 tons. Revenue fell 35% to $665 million and average selling price slipped 7.2%, yet the...
Marcus Corp (MCS) Q4 2025 Earnings Call Transcript
Marcus Corp reported a 9.7% drop in consolidated revenue to $210 million for fiscal Q3 2025, driven primarily by a 16% decline in theater revenue and an 18.7% fall in attendance that left box‑office performance 3.8 percentage points below the national average....
Strategic Education Inc (STRA) Q4 2025 Earnings Call Transcript
Strategic Education reported a 4% revenue increase for Q4 2025 and the full year, while adjusted operating income rose 35% in the quarter, pushing the operating margin to 16.9%. AI‑driven productivity saved $30 million, and the company plans an additional $70 million in...