Middleby Corp (MIDD) Q4 2025 Earnings Call Transcript
Middleby Corp completed the sale of a 51% stake in its Residential Kitchen segment, generating $565 million in cash and retaining a 49% interest. The company accelerated share repurchases, buying back $960 million of stock and cutting the share count by roughly 9%. Q4 results showed $866 million in revenue, $197 million adjusted EBITDA and strong margins in Commercial Foodservice and Food Processing, which posted a record $410 million backlog. Management outlined a 2026 outlook of $3.3 billion revenue, $9.3 adjusted EPS and a Food Processing spin‑off slated for Q2.
Emergent BioSolutions Inc (EBS) Q4 2025 Earnings Call Transcript
Emergent BioSolutions reported a successful completion of its stabilization phase, cutting net debt by $156 million and improving leverage to 3.3x adjusted EBITDA. Adjusted EBITDA surged to $183 million, a $205 million swing from the prior year, while operating cash...
GigaCloud Technology Inc (GCT) Q4 2025 Earnings Call Transcript
GigaCloud Technology reported record Q3 2025 revenue of $333 million, a 10% year‑over‑year increase, and a quarterly EPS of $0.99. Growth was powered by a 70% surge in European revenue, bringing the region to $100 million, while product revenue rose 16% YoY...
Main Street Capital Corp (MAIN) Q4 2025 Earnings Call Transcript
Main Street Capital reported a GAAP net loss of $14.4 million for Q4 2025, but generated adjusted distributable earnings of $0.15 per share, bringing full‑year adjusted earnings to $0.64 per share. The loan portfolio expanded 13% to $2.7 billion, driven by 32...
Syndax Pharmaceuticals Inc (SNDX) Q4 2025 Earnings Call Transcript
Ascendis (SNDX) reported €720 million total 2025 revenue, driven by €477 million from Yorvipath and €206 million from Skytrofa. Q4 operating profit hit €10 million and cash flow reached €73 million, leaving €616 million in cash at year‑end. Management guided 2026 operating cash flow of roughly...
Nuscale Power Corp (SMR) Q4 2025 Earnings Call Transcript
Fluor Corporation reported $12 billion in new awards for 2025, with 87 % structured as reimbursable contracts, while deploying $754 million in share repurchases and receiving $2 billion from its NuScale Power investment. The Energy Solutions segment posted a $414 million loss, driven primarily by...
Hilton Grand Vacations Inc (HGV) Q4 2025 Earnings Call Transcript
Hilton Grand Vacations reported fourth‑quarter 2020 revenue of $233 million, a 5% sequential increase, and adjusted EBITDA of $35 million (excluding a $3 million CARES Act credit). The company posted a net loss of $143 million, driven by a $209 million non‑cash land impairment. Contract...
National Health Investors Inc (NHI) Q4 2025 Earnings Call Transcript
National MI (NMI Holdings) reported a record 2025 year, posting $388.9 million net income (up 8%), diluted EPS of $4.92 (up 11%) and a 16.2% return on equity. Insurance in force reached $221.4 billion, a 5.4% year‑over‑year increase, while fourth‑quarter new insurance...
Terawulf Inc (WULF) Q4 2025 Earnings Call Transcript
Terawulf Inc. reported a transformative 2025, shifting from Bitcoin mining to a power‑backed high‑performance computing (HPC) platform. Revenue rose 20% to $168.5 million, driven by $12.8 billion of credit‑enhanced HPC lease contracts and $6.5 billion of new financing. Adjusted HPC margin reached 77%...
Brinks Co (BCO) Q4 2025 Earnings Call Transcript
Fortune Brands Innovations (FBIN) announced a CEO transition, with board member Amit Banati taking over from Nicholas Fink in May, while Chair Susan Kilsby will act as interim CEO. 2025 total sales slipped 3% to $4.5 billion and operating income fell...
AvePoint Inc (AVPT) Q4 2025 Earnings Call Transcript
AvePoint reported Q4 2025 revenue of $114.7 million, up 29% year‑over‑year, driven by SaaS revenue of $88.9 million representing 78% of total sales. Annual recurring revenue climbed to $416.8 million, with net new ARR of $26.8 million—a 48% increase and a record quarter. The...
Amphastar Pharmaceuticals Inc (AMPH) Q4 2025 Earnings Call Transcript
Amphastar Pharmaceuticals reported full‑year 2025 net revenues of $719.9 million, a modest 2% decline, while its flagship product Baqsimi grew 12% to $185.4 million. The company secured FDA approval for ipratropium bromide HFA (AMP‑007), gaining 180‑day generic exclusivity, and announced a major...
Where Food Comes From Inc (WFCF) Q4 2025 Earnings Call Transcript
Where Food Comes From Inc. posted a modest revenue dip to $7 million in the quarter, down $92,000 year‑over‑year, but net income more than doubled to $1.1 million thanks largely to a $946,000 gain from the Progressive Beef sale. Verification and certification...
Ecovyst Inc (ECVT) Q4 2025 Earnings Call Transcript
Ecovyst reported Q2 2025 Ecoservices sales of $176 million, a 14% year‑over‑year increase driven by higher sulfur pass‑throughs and the newly acquired Wagaman site. Adjusted EBITDA reached just under $56 million, surpassing the top end of its non‑GAAP guidance. The company closed...
Compass Inc (COMP) Q4 2025 Earnings Call Transcript
Compass reported a 25.9% year‑over‑year revenue increase in Q4 2024 and generated $16.7 million of adjusted EBITDA, rising to $20.9 million when excluding Christie's acquisition costs. The broker added 669 principal agents in the quarter, boosting its net principal agent count by...
Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript
Morgan Stanley delivered record 2025 results, posting $70.6 billion in total revenue and a historic $10.21 earnings per share. Total client assets rose to $9.3 trillion, while wealth management generated $31.8 billion in revenue and attracted $356 billion of net new assets. The firm’s...
Progyny Inc (PGNY) Q4 2025 Earnings Call Transcript
Progyny reported record fiscal 2025 revenue of $1.29 billion, a 10% increase year‑over‑year, and adjusted EBITDA of $222 million, both surpassing guidance midpoints. Operating cash flow rose 17% to $210 million, while gross margin improved by nearly 200 basis points due to care‑management...
OrthoPediatrics Corp (KIDS) Q4 2025 Earnings Call Transcript
PolyPid announced successful completion of the Phase III SHIELD II trial, with D‑PLEX100 achieving its primary and key secondary endpoints and demonstrating a meaningful reduction in surgical site infections. The FDA provided written support for a rolling NDA review, and the company...
PRA Group Inc (PRAA) Q4 2025 Earnings Call Transcript
PRA Group reported record financial results for 2025, with estimated remaining collections (ERC) reaching $8.6 billion, cash collections $2.1 billion and revenue $1.2 billion, all new highs. Portfolio purchases totaled $1.2 billion, matching its target and driving higher purchase‑price multiples in both the U.S....
Ligand Pharmaceuticals Inc (LGND) Q4 2025 Earnings Call Transcript
Ligand Pharmaceuticals reported a breakout 2025, delivering $268 million total GAAP revenue and $240 million core revenue, driven by a 48% surge in royalty income. Adjusted earnings per share rose 42% to $8.13, surpassing guidance by more than 30%, while cash and...
TriMas Corp (TRS) Q4 2025 Earnings Call Transcript
TriMas Corp reported third‑quarter 2025 net sales of $269 million, a 17% year‑over‑year increase driven by 16% organic growth and strong aerospace performance. Operating profit rose 34% to $30.3 million and adjusted EBITDA climbed 25% to $48 million, while adjusted EPS jumped 42%...
Xponential Fitness Inc (XPOF) Q4 2025 Earnings Call Transcript
Xponential Fitness reported Q3 2025 adjusted EBITDA of $33.5 million, up 9% year‑over‑year, with a margin expanding to 42%. Consolidated revenue slipped 2% to $78.8 million, driven by a 49% plunge in equipment sales and softer merchandise demand. Franchise revenue rose 17%...
Papa John's International Inc (PZZA) Q4 2025 Earnings Call Transcript
Papa John’s reported a 1% drop in global system‑wide sales for Q4 2025, with North America comparable sales falling 5% while international markets rose 6%, led by a 7% gain in the UK. Total revenue slipped 6% to $498 million and...
Perrigo Company PLC (PRGO) Q4 2025 Earnings Call Transcript
Perrigo reported a 4.4% decline in organic net sales for the quarter, driven by softness in global OTC and its infant formula and oral‑care businesses under review. Despite the downturn, the company gained 90 basis points of US store‑brand OTC...
DoubleVerify Holdings Inc (DV) Q4 2025 Earnings Call Transcript
DoubleVerify reported a 15% year‑over‑year revenue increase to $657 million in 2024, driven by double‑digit growth across measurement, activation and a 25% surge in supply‑side revenue. The company recorded a record $8.3 trillion in billable media transactions and delivered a 33% adjusted...
MDxHealth SA (MDXH) Q4 2025 Earnings Call Transcript
MDxHealth reported Q4 2025 revenue of $29.5 million, a 19% year‑over‑year increase, driven primarily by a 128% surge in liquid‑based test volume. Gross profit rose 20% to $18.7 million, while operating loss widened to $5.3 million and net loss expanded...
Organogenesis Holdings Inc (ORGO) Q4 2025 Earnings Call Transcript
Organogenesis Holdings posted a record fourth‑quarter 2025, delivering $225.1 million in net product revenue, a 78% year‑over‑year increase driven largely by an 83% surge in advanced wound‑care sales. Gross profit rose to 78% of revenue and GAAP operating income jumped 519%...
Concentra Group Holdings Parent Inc (CON) Q4 2025 Earnings Call Transcript
Concentrix reported fourth‑quarter 2025 revenue of $2.55 billion, a 3.1% constant‑currency increase that exceeded the high end of guidance. Non‑GAAP operating income rose to $323 million with a 12.7% margin, and adjusted free cash flow reached $626 million for the year, up 32%,...
Nautilus Biotechnology Inc (NAUT) Q4 2025 Earnings Call Transcript
Nautilus Biotechnology reported a 23% drop in operating expenses to $15.4 million for Q4 2025, driven by lower R&D and administrative costs, while ending the quarter with $156.1 million in cash and a reduced cash burn of $50.2 million. The...
D Market Elektronik Hizmetler Ve Ticaret AS (HEPS) Q4 2025 Earnings Call Transcript
Hepsiburada reported a 57% year‑on‑year increase in gross merchandise volume (GMV) and 63% revenue growth for Q2 2022 on an unadjusted basis, but inflation‑adjusted figures showed a 10% GMV decline and a 6% revenue dip. The company posted positive free cash...
Enovis Corp (ENOV) Q4 2025 Earnings Call Transcript
EnPro Industries reported a strong fourth‑quarter 2025, with revenue climbing 14.3% to $295.4 million and adjusted EBITDA rising 19.2% to $69.4 million, delivering adjusted diluted EPS of $1.99, up nearly 27%. Both Sealing Technologies and Advanced Surface Technologies posted double‑digit sales growth,...
J M Smucker Co (SJM) Q3 2026 Earnings Call Transcript
J.M. Smucker reported a $75 million coffee tariff hit in Q3, which will flip to a tailwind in FY 2027, while its Sweet Baked Snacks segment beat top‑line expectations but missed profit targets due to transition costs. The company lowered full‑year net‑sales...
Kymera Therapeutics Inc (KYMR) Q4 2025 Earnings Call Transcript
Kymera Therapeutics reported Q4 2025 revenue of $2.8 million, entirely from its Gilead collaboration, while maintaining a cash balance of $978.7 million that extends runway into the second half of 2028. Adjusted R&D and G&A expenses fell 7% and 3% quarter‑over‑quarter, respectively....
Payoneer Global Inc (PAYO) Q4 2025 Earnings Call Transcript
Payoneer reported a record 2025, processing $87 billion in volume across 190 markets and delivering $900‑$940 million revenue ex‑interest for 2026, reflecting 12% growth despite a 300‑basis‑point headwind from its Stripe checkout migration. B2B revenue surged 28% to represent 30% of revenue,...
Acme United Corp (ACU) Q4 2025 Earnings Call Transcript
Sun Communities reported FY 2025 core FFO of $6.68 per share, topping the high end of its guidance, and a Q4 core FFO of $1.40. The REIT lowered net debt to EBITDA to 3.4x, repaid over $3.3 billion of debt, and...
Nerdy Inc (NRDY) Q4 2025 Earnings Call Transcript
Nerdy Inc. posted Q4 2025 revenue of $49.1 million, a 2% year‑over‑year increase that topped the upper end of its guidance range. The company delivered a positive non‑GAAP adjusted EBITDA of $1.3 million, surpassing expectations and improving margin by more...
Nvidia Has Another Record Quarter Amid Record Capex Spends
Nvidia posted a record $68 billion quarter, a 73% year‑over‑year increase, driven largely by its data‑center business. Data‑center revenue reached $62 billion, split between $51 billion in compute and $11 billion in networking products, pushing full‑year revenue to $215 billion. The company still reports no...
Steve Madden Won’t Give Profit Guidance as Planned Due to Supreme Court Tariff Ruling
Steve Madden announced it will not issue profit guidance for 2026 after the U.S. Supreme Court invalidated President Trump’s emergency‑powers tariffs. The ruling introduced significant uncertainty around trade costs, prompting CEO Edward Rosenfeld to postpone the company’s full financial forecast....
Carriage Services Announces Strong Fourth Quarter and Full Year 2025 Results and Issues 2026 Guidance
Carriage Services reported a strong fourth quarter and full‑year 2025, with GAAP diluted EPS jumping 55% to $3.25 and adjusted EPS up 21% to $3.20. Total revenue rose 3.3% year‑over‑year to $417.4 million, driven by higher funeral contract volume and a...
SEACOR Marine Announces Fourth Quarter 2025 Results
SEACOR Marine reported fourth‑quarter 2025 operating revenues of $52.3 million, a 25% decline from the same period last year, and posted an operating loss of $5.2 million. Direct vessel profit fell to $9.7 million and net loss narrowed to $14.6 million, or $0.57 per...
Power Generation Lifts Meralco’s 2025 Profit by 12%
Manila Electric Co. (Meralco) posted a record 2025, with consolidated core net income rising 12% to P50.57 billion, surpassing its P50 billion profit target. The boost came primarily from its power‑generation arm, which grew its share of profit to 33% and contributed...
Kneat Achieves Record Revenue for Fourth Quarter and Full Year 2025
Kneat reported record Q4 2025 revenue of $17.0 million, a 24% increase year‑over‑year, and total 2025 revenue of $63.3 million, up 29%. SaaS sales surged 29% in the quarter and 33% for the full year, pushing annual recurring revenue to $74.1 million. Adjusted...
DIRTT Reports Fourth Quarter 2025 Financial Results and Provides 2026 Guidance
DIRTT Environmental Solutions reported fourth‑quarter 2025 revenue of $50.9 million, a 4 % year‑over‑year increase, and adjusted EBITDA of $6.2 million, aligning with its guidance range. The quarter posted a net loss of $3.7 million after one‑time lease impairment and higher reorganization costs, while...
Stantec Reports Record 2025 Results, Achieves 17.6% Adjusted EBITDA Margin, Increases Dividend by 8.9%, and Provides 2026 Outlook
Stantec posted record 2025 results, delivering $6.5 billion in net revenue, a 10.7% year‑over‑year increase, and an adjusted EBITDA of $1.14 billion, lifting its margin to a record 17.6%. Diluted earnings per share rose 19.9% to $4.20, while operating cash flow jumped...
A Mixed Q4 Finish That Beats The Street For Scripps
The E.W. Scripps Co. posted Q4 2025 revenue that topped consensus estimates, driven by tighter expense discipline and lower restructuring costs. Despite the top‑line beat, the company recorded a net loss, with local‑media advertising revenue falling sharply. Scripps has delayed...
Paramount Says Warner Bros. Discovery Would Be “Accelerant” To Its Goals as It Reports Earnings
Paramount Skydance reported fourth‑quarter revenue of $8.14 billion, a 2% increase year‑over‑year, but posted a $339 million operating loss. Direct‑to‑consumer revenue rose 10% while Paramount+ grew 17% to $1.8 billion and 78.9 million subscribers. CEO David Ellison framed a potential merger with Warner Bros. Discovery as...
Nordex Achieves Record Figures in Q4/2025 - Share Jumps 19 Percent to Over €41
Nordex SE posted record Q4 2025 results, with order intake rising 9.2% to €3.2 billion and revenue up 16% to €2.5 billion. EBITDA surged to €307 million, delivering a 12.1% margin, while net profit jumped to €184 million. Full‑year 2025 figures also broke records,...
United Unveils Newly Partnered Soft Mist Inhaler; Mannkind Sinks
United Therapeutics announced a partnership to launch a soft‑mist inhaler, targeting more efficient pulmonary drug delivery for its pipeline. The collaboration marks a strategic pivot away from traditional propellant‑based devices and positions United in the growing soft‑mist market. Investors reacted...
Walmart: Supply Chain Spending Set to ‘Peak’ Next 2 Years, CEO Says
Walmart’s CEO John Furner said the retailer’s supply‑chain capital spending will likely peak this year and next, as automation projects accelerate. Twenty‑three of its 42 U.S. distribution centers are being retrofitted with robotics, and similar initiatives are beginning abroad. About...
Broker’s Call: CIE Automotive (Add)
CIE Automotive reported Q4 CY25 consolidated revenue of ₹2,390 crore, in line with consensus, while its adjusted EBITDA margin rose to 15.4%, beating the estimate by 60 basis points. India revenue grew 12% YoY to ₹1,540 crore, outpacing the domestic market, whereas...