Earnings Calls News and Headlines
Earnings Calls News and Headlines
Stabilis Solutions reported a 23% drop in Q4 2025 revenue and a sharp decline in adjusted EBITDA to $1.5 million, driven by the wind‑down of two multiyear marine bunkering and power‑generation contracts. Despite the downturn, the company secured a $200 million, two‑year behind‑the‑meter power contract for a U.S. data center, its largest deal to date, and highlighted that 60% of the planned Galveston liquefaction capacity is already contracted. Capital expenditures focused on early engineering for Galveston, while liquidity stood at $10.2 million. Management warned of lower near‑term profitability as it bridges to new contract ramp‑ups in 2026‑27.
Urgent.ly Inc. reported Q3 2025 revenue of $32.9 million, a 9% year‑over‑year decline, but met the midpoint of its guidance and achieved its eighth straight quarter of revenue guidance compliance. The company posted a non‑GAAP operating income of $123 k, marking the...
Ulta Beauty posted quarterly results that fell short of analysts' expectations, prompting an after‑hours share decline. The retailer trimmed its profit forecast and lowered its same‑store sales outlook for the year, citing more selective consumer spending. CEO Mary Dillon emphasized...
GURU Organic Energy Corp. reported Q1 2026 revenue of $8.83 million, a 14.7% year‑over‑year increase, and a gross‑margin rise to 63%, up 345 basis points. Adjusted EBITDA turned positive for the third straight quarter, marking the company’s first EBITDA‑positive first quarter since...
Capricor Therapeutics reported fourth‑quarter 2025 revenue of $16 million, a modest 4% year‑over‑year increase, while gross margin rose to 86% driven by higher selling prices and manufacturing efficiencies. Net loss widened to $11.9 million as operating expenses outpaced revenue growth, but the...
ProFrac Holding Corp. reported a strong Q4 2025, with adjusted EBITDA climbing 49% to $61 million and margins expanding to 14%. Free cash flow rebounded to $14 million, reversing a $29 million deficit from the prior quarter. The company’s $100 million cost‑optimization plan is...
American Public Education Inc (APi Group) reported Q4 2025 revenue of $2.12 billion, up 13.8% year‑over‑year and 11.1% organically, driven by strong inspection, service and monitoring growth. Adjusted EBITDA rose 21.9% to deliver a 13.9% margin, while adjusted diluted EPS increased...
Jefferson Capital reported record Q4 2025 performance, with collections jumping 63% to $237 million and revenue rising 36% to $151 million. The firm improved its cash efficiency to 72.2% and reduced net leverage to 1.59×, well below its target range. Management announced...
Kindercare Learning Companies (BRC) reported a 31% year‑over‑year surge in packaged coffee sales, far outpacing the broader category, and a 34% jump in Q4 alone. Retail distribution expanded to 54.9% ACV, nearly tripling its grocery shelf presence, while wholesale revenue...
Sleep Number (SNBR) reported record 2025 results after integrating Mattress Firm, with net sales of $1.9 billion up 55% and adjusted EBITDA of $349 million up 59%. Adjusted EPS rose 20% to $0.72, and the company lifted its EBITDA synergy target to...
Angi reported a 23% fourth‑quarter jump in proprietary revenue, driving a 17% year‑over‑year increase despite a 60% decline in its network channel. The company guided full‑year revenue to low single‑digit growth (1%‑3%) and adjusted EBITDA to $145‑$150 million, adding $10‑$15 million year‑over‑year....
G‑III Apparel Group reported FY2021 net sales of $2.06 billion, a 35% decline year‑over‑year, with Q4 revenue falling 30% to $526 million. Wholesale sales dropped 23% in the quarter but gross margin improved to 35.5%, while the retail segment contracted sharply after...
The Oncology Institute reported Q2 2025 revenue of $119.8 million, a 21.5% year‑over‑year increase, driven by a 41% surge in pharmacy sales that now represent 52% of total revenue. Gross profit rose 34% YoY while SG&A fell to 22% of revenue,...
Gaotu Techedu reported Q4 2025 revenue of RMB 1.7 billion, a 21.4% year‑over‑year increase, and full‑year revenue grew 35% to RMB 100 million. The company posted a net loss of RMB 84.2 million but narrowed its operating loss by 20.9%, driven by higher gross margins and...
Atlanticus Holdings reported a transformative 2025, highlighted by the Mercury Financial acquisition that doubled its balance sheet to $7.0 billion and added 1.3 million customers. Diluted earnings per share rose 23% in Q4 and 25% for the full year, while return on...
Rapid7 reported fiscal 2025 fourth‑quarter ARR of $839.9 million, essentially flat year‑over‑year, while total revenue rose 0.5% to $217.4 million and full‑year revenue increased 1.9% to $859.8 million. Detection and response services drove a 7% ARR gain and now represent just over half...
Nu Skin Enterprises reported a strong 2025 finish, delivering $1.27 adjusted earnings per share—a 51% increase—and $1.49 billion in revenue, both within guidance. Gross margins rose to 77.4% in the core business and operating margin improved to 6.7%, reflecting disciplined cost...
Team Inc. reported a strong third‑quarter performance, with revenue climbing roughly 7% year‑over‑year to add $14 million and adjusted EBITDA surging 28.6% to the highest Q3 level since 2016, lifting the margin to 6.5%. Cost discipline narrowed SG&A to 20.8% of...
Wallbox N.V. reported full‑year 2025 revenue of €145.1 million, an 11% decline, while delivering 144,000 units. Adjusted EBITDA loss narrowed 51% to €29.5 million and gross margin improved to 38.3%, up 410 basis points. The company reduced labor and operating expenses by...
International Flavors & Fragrances (IFF) reported fourth‑quarter 2025 revenue of nearly $2.6 billion and EBITDA of $437 million, a 7% increase with margin expanding to 16.9%. Growth was driven by Health & Biosciences, Scent and Taste, while Food Ingredients sales slipped 4%...
QuinStreet reported a record $287.8 million Q2 revenue, topping expectations despite the seasonally weak quarter. The company’s Homebody acquisition, completed for $115 million, is projected to add at least $30 million of adjusted EBITDA and push the home services run rate to $400‑$500 million....
UL Solutions reported a record $3.1 billion full‑year revenue in 2025, up 6.4% overall and 6.2% organically, while Q4 revenue rose modestly to $789 million. Adjusted EBITDA grew 20.7% to a 25.9% margin, with Q4 EBITDA margin expanding to 27.5% after a...
Urban One (formerly BuzzFeed Inc) reported Q4 2025 consolidated revenue of $97.8 million, a 16.5% year‑over‑year decline, and a net loss of $54.4 million. Adjusted EBITDA dropped 41.8% to $15.6 million, while non‑cash impairment charges of $55.3 million were dominated by a $53.1 million hit...
Mission Produce reported record first‑quarter revenue of $334.2 million, a 29% year‑over‑year increase driven by higher avocado volumes and a 25% price lift. The Marketing & Distribution segment grew 32% while the International Farming segment turned EBITDA positive, reflecting strong blueberry...
Turtle Beach Corp reported Q4 2025 revenue of $118 million, a 19% year‑over‑year decline, while gross margin surged to 40.1%, the strongest quarterly level since 2018. Net income fell to $17.6 million and adjusted EBITDA dropped 21%, but operating expenses were trimmed...
CAR‑MART Inc. reported a mixed Q3 2026 performance, with gross margin expanding to 36.6% and interest income rising 7.5%, while total revenue slipped 1.9% to $341.3 million due to a 5.7% drop in retail unit sales. Digital adoption accelerated: collections grew...
Heartbeam Inc. reported Q4 2025 revenue of $704 million, a 7% year‑over‑year increase, driven by double‑digit growth in Advanced Computing & Connectivity, Medical, and Aerospace & Defense. Non‑GAAP EPS rose to $0.71, beating the top of the guidance range, while gross...
Genpact reported record fiscal 2025 results, delivering $5.08 billion in revenue, a 6.6% increase year‑over‑year. Advanced Technology Solutions grew 17% to $1.2 billion, now representing 24% of total revenue and driving the majority of margin expansion. Adjusted diluted EPS rose 11% to...
Century Communities reported record net orders of 2,702 homes in Q4 2025, a 13% sequential rise, and delivered 3,030 new homes, boosting home sales revenue to $1.1 billion, up 16% QoQ. Average sales price fell 5% to $367,000 as incentives climbed...
National MI reported a record 2025 year, delivering $388.9 million net income, an 8% rise, and diluted EPS of $4.92, up 11%. Total revenue hit $706.4 million, a 9% increase, while insurance in force grew to $221.4 billion, a 5.4% year‑over‑year...
CION Investment Corp reported Q2 2025 net investment income of $0.32 per share, down from $0.36, while NAV rose 1.5% to $14.50 per share driven by equity revaluations in Longview Power and David’s Bridal. The board approved a $20 million increase...
Vertex Pharmaceuticals reported Q4 2025 revenue of $3.2 billion, a 10% quarterly increase, and $12 billion for the full year, up 9% year‑over‑year. Gross margin reached 85.7% and non‑GAAP net income rose 24% to $1.3 billion, underscoring strong profitability. New product...
Waste Management (WM) reported a record 30% operating EBITDA margin for 2024, driven by over 10% legacy EBITDA growth, aggressive cost discipline, and automation upgrades across its recycling network. The company completed the Stericycle acquisition, targeting $250 million in synergies and...
Vuzix Corp reported $5.8 million in 2024 revenue, a 58% drop year‑over‑year, as sales of its legacy M400 smart glasses fell sharply. The company highlighted a strategic partnership with Quanta Computer, which includes a $20 million multi‑phase investment to mass‑produce Vuzix waveguide...
Alliance Laundry Holdings reported a mixed Q4 2025 performance, with bookings surging 42% sequentially to $540 million while revenue slipped to $923 million due to lower shipments and $40 million in tariff costs. Operating cash flow improved to $57 million,...
United Maritime Corp reported Q4 2025 net revenues of $57.4 million, a 7.7% increase year‑over‑year, and net income of $40.5 million, boosted by a $9.2 million vessel sale. Adjusted EBITDA rose 24% to $40.7 million, while the board lifted the annual dividend 7% to...
Full Truck Alliance reported a 22.3% year‑over‑year increase in fulfilled orders, reaching 63.4 million, and total revenue of RMB 3.36 billion, up 10.8%. Transaction‑service revenue surged 39% to RMB 1.46 billion, while freight‑brokerage revenue slipped, reflecting a strategic shift toward higher‑margin services. The July 2025...
Universal Electronics reported Q3 2025 net sales of $90.6 million, an 11% YoY decline driven by a 20% drop in home‑entertainment revenue while connected‑home sales rose 13% to $29.8 million. Gross margin fell to 29.1% because of a 120‑basis‑point tariff headwind, and...
PagerDuty reported Q3 revenue of $125 million, a 5% year‑over‑year increase, and ARR of $497 million, up 3%. Non‑GAAP operating margin surged to 29% from 21% a year earlier, while GAAP net income reached $160 million aided by a one‑time tax benefit. The...
Karat Packaging reported third‑quarter 2025 net sales of $124.5 million, up 10.4% year‑over‑year, driven by volume growth and a favorable product mix. Gross margin slipped to 34.5% as import duties and higher freight costs rose to 14.4% of sales. Operating income...
Nektar Therapeutics reported strong Q4 2020 results, highlighting robust progress on its cytokine platform. The IL‑2 agonist BEMPEG demonstrated a median progression‑free survival of 30.9 months in melanoma and is now enrolled in six registrational trials across melanoma, renal, bladder,...
Mach Natural Resources (MNR) reported a strategic pivot in 2025, selling four non‑core businesses for roughly $150 million and channeling $65 million into an expanding aviation‑rental platform now comprising 26 assets. Total revenue fell 6% year‑over‑year to $9.5 million in Q4, while the...
Urban One reported a 16% drop in consolidated net revenue to $92.7 million and a 44% decline in adjusted EBITDA to $14.2 million for the quarter. Digital EBITDA fell to $0.8 million from $5.3 million a year earlier, while Reach Media revenue slumped 40%...
InvenTrust Properties Corp. reported a 5.3% rise in same‑property NOI for 2025, delivering NAREIT FFO of $1.89 per share and core FFO of $1.83 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt...
Alliance Entertainment reported Q4 2025 net income of $9.4 million, up from $7.1 million a year earlier, driven by higher margins and a shift toward premium physical media and collectibles. Adjusted EBITDA rose to $18.5 million and gross margin expanded...
El Pollo Loco reported a modest 3% revenue increase to $125.8 million in Q2 2025, while restaurant contribution margin rose to 19.1%, up 50 basis points. Digital sales grew sharply, representing 25.5% of total sales, and franchise revenue surged 14.8% year‑over‑year. The...
Stellus Capital reported Q4 GAAP net investment income of $0.29 per share and total realized income of $0.48 per share, while NAV per share slipped $0.23 due to dividend over‑payout and realized losses. The portfolio remained steady at $1.01 billion with...
Chicago Atlantic Real Estate Finance (REFI) reported a 5.1% drop in net interest income to $13.7 million and a modest decline in distributable earnings per share to 50¢ basic. The loan portfolio remained at $400 million with a weighted‑average yield of 16.5%...
SandRidge Energy reported a strong Q4 2025 and full‑year performance, with average daily production climbing to 19.5 MBOE in the quarter and 18.5 MBOE annually, a 12% increase on a BOE basis and 32% rise in oil output. Revenue grew 25% to...
Limoneira reported a 47% drop in first‑quarter revenue to $18.2 million as the company transitions lemon sales to a Sunkist partnership, shifting volume to later quarters. Adjusted net loss widened to $8.5 million, or $0.48 per diluted share, while non‑GAAP adjusted EBITDA...
