Earnings Calls News and Headlines
Earnings Calls News and Headlines
JD.com posted a challenging fourth‑quarter 2025, with total revenue slipping 14% year‑over‑year to $50.37 billion while expenses rose 5.8% to $51.21 billion, driving a net loss of $388 million. All major profitability metrics turned negative, including EBITDA of –$118 million and EBIT of –$836 million. Despite the earnings decline, the balance sheet remains solid, featuring $99.41 billion in assets and $42.01 billion in equity. Operating cash flow stayed positive at $2.98 billion, underscoring strong liquidity.
BJ Wholesale Club reported adjusted earnings of $0.96 per share for Q4 2025, up from $0.93 a year earlier and ahead of analyst expectations. Net income rose to $125.9 million, while membership fee revenue climbed 10.9% YoY to $129.8 million. Net sales increased 5.5%...
German defence specialist Renk expects the ongoing Iran‑UAE conflict to spur regional defence spending. CEO Alexander Sagel said the war could drive demand across air, ammunition and ground systems, citing a recent prototype IFV order from a Gulf state. Renk reported...
Broadcom delivered a strong first‑quarter beat, posting $19.31 billion revenue and $2.05 earnings per share, while AI‑related sales surged 106% year‑over‑year and the company projected $22 billion revenue for the second quarter along with a $10 billion share‑buyback. In contrast, China’s JD.com fell...
Abercrombie & Fitch reported a 6% decline in operating income to £524 million for the year, even as net sales rose 6% to £3.95 billion. The fourth quarter delivered a record £1.25 billion in sales, up 5%, but operating income fell 8% to...
American Eagle Outfitters reported a record fourth quarter for FY25, posting $1.8 bn in net revenue, a 10% year‑over‑year increase. Comparable sales rose 8%, driven by a 23% surge at Aerie and double‑digit gains at the OFFLINE brand, while the core...
ASM International reported a bullish fourth‑quarter earnings beat, prompting Morningstar to lift its fair‑value estimate to €740 from €635. Management signaled stronger market‑share ambitions at the 1.4‑nm gate‑all‑around node and highlighted a turnaround in China demand for 2026. The guidance...
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...
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...
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%....
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 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...
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...
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 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...
Figma reported $250 million revenue for fiscal Q2 2025, a 41% year‑over‑year increase and a new quarterly record. The company posted a 129% non‑GAAP net dollar retention rate, 90% gross margin, and a 5% operating margin, while noting near‑term margin compression from...
Alight Inc. reported FY 2025 revenue of $2.3 billion, a 5% decline, with recurring revenue down 2.2% and project revenue falling 22%. Adjusted EBITDA slipped to $561 million (24.8% margin) and adjusted EPS to $0.50, while a $83 million goodwill impairment and higher...
Olaplex reported Q4 2025 net sales of $114.6 million, a 3.8% year‑over‑year decline, while adjusted EBITDA rose to $30.8 million, delivering a 26.9% margin. The professional channel grew 5.3% and the new hair‑mask launch generated mid‑teens sell‑through lifts, offsetting weakness in specialty...
Syndax Pharmaceuticals reported $172 million total revenue for 2025, driven by $125 million from its menin inhibitor RevuForge and $152 million from chronic GVHD therapy Nictimvo. RevuForge saw 38% quarter‑over‑quarter revenue growth and a 35% rise in prescriptions, bolstered by an expanded NPM1...
Tuniu Corp reported a 20% year‑over‑year rise in Q4 net revenue to RMB123.5 million, driven by a 35% surge in packaged tour sales which now represent 83% of quarterly revenue. The company posted a modest RMB1.5 million GAAP net profit and RMB3.5 million...
AudioEye reported record Q2 2025 revenue of $9.9 million, a 16% year‑over‑year increase and the 38th consecutive quarter of growth. Annual recurring revenue rose to $38.2 million, up $4.9 million from a year ago, while adjusted EBITDA reached $1.9 million, a 31% gain. The...
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...
John Wiley & Sons reported FY2025 adjusted revenue up 3% as research, academic and AI licensing drove growth, offsetting weakness in professional channels. AI licensing contributed $40 million, highlighted by an $18 million Q4 agreement, while free cash flow rose 10% to...
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%,...
Pyxis Tankers (trading as BW LPG) posted Q4 2025 results that exceeded expectations, reporting TCE income of $50,300 per available day and EPS of $0.69. The company declared a $0.57 per share dividend covering 100% of shipping NPAT and highlighted...
Distribution Solutions Group reported 9.8% revenue growth to $1.98 billion in 2025, driven partly by $121.5 million from recent acquisitions. Adjusted EBITDA fell to $175 million, an 8.9% margin, reflecting mix shifts, higher employee costs and one‑off items. Gexpro Services posted near‑$500 million in...
Owlet reported record Q3 2025 revenue of $32 million, a 44.6% year‑over‑year increase driven by the DreamSight camera launch and strong DreamSock sales. The company posted its first operating profit of $1.2 million and adjusted EBITDA of $1.6 million, marking six consecutive quarters...
Sensus Healthcare reported Q4 2025 revenue of $4.9 million, an 84% decline from the prior year, driven by the loss of its largest customer. Gross margin fell to 38.8% as servicing costs rose, while the company posted a $3.2 million net loss....
GoPro reported Q4 2024 revenue of $201 million, matching guidance, while posting a GAAP loss of $0.24 per share and a non‑GAAP loss of $0.09 per share. Subscription revenue rose 9% year‑over‑year, driven by an 8% increase in ARPU and...
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 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,...
Traeger Inc. posted full‑year 2025 revenue of $560 million, topping the high end of its guidance, and adjusted EBITDA of $70 million, landing in the upper half of the forecast range. Q4 revenue fell 14% year‑over‑year to $145 million, with grill sales down...
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 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...
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...
Ciena reported record fiscal 2025 revenue of $4.77 billion, up 20% year‑over‑year, and EPS of $2.64, a 45% increase. The company posted a $7.8 billion order backlog of roughly $5 billion and raised its fiscal 2026 revenue outlook to $5.7‑$6.1 billion, reflecting strong demand...
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...
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...
Evercore reported record 2025 results, posting $3.9 billion in adjusted net revenue, a 29% increase year‑over‑year, and a record $1.3 billion in Q4 alone. Adjusted operating income rose 50% to $839 million, while adjusted EPS jumped 55% to $14.56. Non‑M&A businesses contributed roughly...
Compugen Ltd. reported a dramatic financial turnaround in its Q4 2025 earnings, posting a $56.8 million quarterly profit and $35.3 million annual profit after a year of losses. A $65 million upfront royalty monetization from AstraZeneca boosted cash to $145.6 million, extending the cash runway...
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...
OpenLane Inc. reported fourth‑quarter 2025 revenue of $494 million, up 9% year‑over‑year, and adjusted EBITDA of $76 million, a 5% increase. Dealer‑to‑dealer volumes surged over 20% in Q4, while the finance segment delivered 6% EBITDA growth despite flat net yields. The company...
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 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,...
Paysafe Limited reported full‑year 2025 revenue of $1.7 billion, delivering 6% organic growth despite a divestiture that trimmed EBITDA. Digital Wallet revenue reached $815 million with a 42%‑plus margin and the consumer base grew to 7.8 million users. Enterprise deal volume surged 38%...
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...
Smith & Wesson Brands (SWBI) posted record Q3 2026 revenue of $233 million, up 20% year‑over‑year, largely fueled by a $650 million Mars Parts acquisition and two smaller deals totaling $26.5 million. Adjusted consolidated EBITDA reached a new quarterly high of $45 million, though...
Regenxbio reported that enrollment for its Duchenne gene therapy RGX-202 was completed ahead of guidance, with top‑line data slated for early Q2 2026 and a BLA submission planned for mid‑2026. The company confirmed manufacturing capacity of 2,500 annual doses and highlighted...
Distribution Solutions Group reported Q2 2025 revenue of $502 million, a 14.3% year‑over‑year increase driven by acquisitions and 3.3% organic daily‑sales growth. Adjusted EBITDA margin rose to 9.7% of sales, up from 9% in the prior quarter, with every vertical posting...
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...
