Earnings Calls News and Headlines
Earnings Calls News and Headlines
Cricut, Inc. posted a modest revenue decline of 3% in Q4 2025, with full‑year sales flat at $708.8 million, but highlighted a 22% rise in net income and a 26% jump in operating profit to $96 million. Platform revenue grew 5% year‑over‑year, lifting gross margin to 55.1% and boosting ARPU to $55.77. Paid subscriptions rose over 4% to 3.09 million, while active user numbers held steady. The company generated $200 million in cash from operations and remains debt‑free, supporting its roadmap of new machines, AI‑driven software, and a $50 million stock repurchase program.
Oculis Holding AG reported a transformative 2025, highlighted by a $268.7 million cash position that extends its runway to 2029 and a $210 million equity raise. The company secured FDA Breakthrough Therapy designation for Privosegtor, its neuro‑protective candidate for optic neuritis, and...
AutoZone reported an 8.1% rise in Q2 fiscal 2026 net sales to $4.3 billion, driven by a 5.2% increase in same‑store sales. Despite the top‑line growth, net income slipped to $468.9 million, and earnings per share fell to $27.63 from $28.29 a...
QXO Inc. posted fourth‑quarter 2025 net sales of $2.19 billion, a 14,000% jump from the same period a year earlier, and total 2025 sales of $6.8 billion. Adjusted EBITDA reached $150.3 million, while net income recorded a $90.2 million loss. The company announced a...
Rigel Pharmaceuticals is set to report its Q4 FY2025 results after the March 3 market close, with analysts forecasting revenue between $75 million and $85 million and earnings per share near $7.00. The company’s revenue trajectory has accelerated from $115.9 million in FY2023...
Corteva posted a modest 1% revenue rise to $5.26 billion, driven by higher commodity prices that revived farmer economics and supported seed and crop‑protection sales. The company leveraged disciplined pricing and cost controls to expand gross margins and lift net income...
Box Inc. is set to report Q4 FY2026 results on March 3, with consensus revenue forecast around $290 million, a modest 3.8% year‑over‑year increase, and non‑GAAP EPS projected at $0.34, down 19% from the prior year. The company highlights its Box...
Paysafe reported mixed Q4 2025 results, posting a $25.2 million net loss despite 4% revenue growth to $438.4 million and a 10% rise in transaction volume to $43.9 billion. The company highlighted its new Paysafe Wallet, now available in 18 countries with 500,000 users...
Publix reported fourth‑quarter sales of $16 billion, a 2.8% increase, while comparable‑store sales rose modestly 0.7%. Net earnings held steady at $1.2 billion year‑over‑year, and the company trimmed its 2025 capital budget to $2.3 billion, 8% below its original outlook. The slowdown follows...
IonQ reported a standout earnings quarter, posting $62 million in revenue—55% above its guidance midpoint and a 429% year‑over‑year increase—while raising its full‑year 2026 revenue outlook to $225‑$245 million. The company also ended 2025 with $3.3 billion in cash, dwarfing D‑Wave’s roughly $900 million,...
B&G Foods is set to report Q4 FY2025 results, showing a third straight year of revenue decline to an estimated $1.84 billion, down from $2.16 billion in FY2022. The company’s 15% dividend yield and over $2 billion of debt have drawn a consensus...
Target posted adjusted earnings of $2.44 per share for Q4, outpacing the $2.16 consensus, while net sales slipped 1.5% to $30.5 billion. Gross margin improved to 26.6% on lower shrinkage and supply‑chain costs, offset by higher product expenses. Non‑merchandise segments such...
Pet Valu Holdings reported a robust fourth‑quarter and full‑year 2025 performance, with system‑wide sales climbing 9.2% to $423.7 million and annual sales up 5.6% to $1.53 billion. The retailer opened 14 new stores, bringing its network to 863 locations, and posted adjusted...
Starz posted Q4 2025 revenue of $322.8 million, a 6.3% decline year‑over‑year, driven by a 12% drop in streaming‑related sales. Linear and other revenue rose 6.6% to $112.5 million, partially offsetting the shortfall. The operating loss narrowed dramatically to $4.7...
Golden Goose reported FY25 revenue of €734 million, a 15% year‑on‑year rise, driven by a 21% surge in direct‑to‑consumer sales that now represent 81% of total revenue. The brand added 17 new stores, bringing its global footprint to 232 locations, with...
Kontoor Brands reported a 27% jump in global revenue for Q3 2025, driven primarily by the Helly Hansen acquisition and steady Wrangler performance. Adjusted gross margin expanded 80 basis points to 45.8%, while adjusted EPS rose 5% to $1.44. Management...
908 Devices reported Q3 2025 revenue of $14 million, a 4% year‑over‑year decline but an 8% sequential increase, driven largely by FTIR‑based Explorer devices. Adjusted EBITDA loss narrowed to $1.8 million, a 53% quarter‑over‑quarter improvement, marking the smallest loss since the company...
Superior Group of Companies (SGC) posted Q4 2025 results showing Branded Products revenue falling to $85 million, an 8% YoY decline, while SG&A expenses dropped 7% to $48 million, keeping the SG&A ratio flat at 35%. Net income rose to $2.7 million sequentially...
Quantum‑Si reported Q4 2025 revenue of $0.5 million and full‑year revenue of $2.4 million, while cutting GAAP operating expenses to $21.2 million and adjusted expenses to $18.3 million. The company ended 2025 with $215.8 million in cash, supporting operations through 2028. Management announced a $425,000...
Advantage Solutions reported Q4 2025 revenue of $785 million, a 3% YoY increase, driven by Experiential Services growth while Branded and Retailer Services lagged. The company refinanced debt to 2030, paying down $90 million and extending maturities, and sold three non‑core businesses...
Upland Software reported flat organic growth in Q4 2025, but highlighted a strong margin expansion to 31% and free cash flow of $24.4 million, surpassing its $20 million target. The company maintained a 96% net dollar retention rate and added 110 new...
CVRx reported fourth‑quarter 2025 revenue of $16 million, a modest 4% year‑over‑year increase, while gross margin improved to 86% driven by higher selling prices and manufacturing efficiencies. Net loss widened to $11.9 million as SG&A and R&D expenses outpaced revenue growth, but...
Box Inc. reported Q1 FY2026 revenue of $276 million, up 4% year‑over‑year, and billings surged 27% to $242 million, driven largely by pricing increases and rapid adoption of its AI‑focused Enterprise Advanced suite. Remaining Performance Obligations climbed 21% to $1.5 billion, while net...
B&G Foods reported Q4 2025 net sales of $539.6 million, a 2.2% decline, while posting a $15.2 million net loss driven by non‑cash impairment charges. The company completed the sale of its Green Giant U.S. frozen business for $63.2 million and secured a...
Crexendo Inc. reported a flat production outlook for 2026 while front‑loading 60% of its annual capital expenditures in the first half of the year, giving it flexibility to accelerate drilling if market conditions improve. The company highlighted a deep Utica...
AutoZone Inc. (AZZ) posted Q2 2026 sales of $417.3 million, up 2%, driven by a 10.8% surge in its Metal Coatings segment. Adjusted EPS rose 13.1% to $1.55, while operating cash flow increased 23% to $58.4 million. The company trimmed net leverage...
Oaktree Specialty Lending Corp reported adjusted net investment income of $36.1 million ($0.41 per share) for the quarter, a modest rise from the prior period. New funded investments surged 42% to $314 million, expanding the fair‑value portfolio to $2.95 billion with a weighted‑average...
Antero Resources Corp. closed its HG Energy acquisition ahead of schedule, adding 385,000 net acres and over 400 drilling locations, while divesting its Ohio Utica asset to cement its status as West Virginia's leading natural gas and NGL producer. The...
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year over year. The fiscal fourth quarter delivered $260 million in revenue, 23% growth, and a non‑GAAP operating margin of 20.5%, beating guidance. Management...
Crane NXT reported Q4 2025 sales of $477 million, up 20% year‑over‑year, with adjusted EBITDA margin around 25% and adjusted EPS of $1.27. The company added 20 new micro‑optics currency denominations, secured multiyear authentication contracts with the NFL and MLB,...
Marex Group reported record Q2 2025 adjusted profit before tax of $106 million, up 16% year‑over‑year, as revenue climbed 18% to $500 million. Strong performance was driven by a 59% surge in agency and execution revenue and an 80% jump in securities revenue,...
Evolus Inc. reported fourth‑quarter 2025 net revenue of $90.3 million, a 14% year‑over‑year increase, and full‑year revenue of $297.2 million, marking a sixth consecutive double‑digit growth year. Jeuveau drove the bulk of sales, achieving over 14% U.S. market share, while the newly...
Fuel Tech Inc (FTAI) reported a breakout 2025, with aerospace products generating $195 million adjusted EBITDA in Q4—a 66% year‑over‑year rise—and full‑year company EBITDA reaching $1.2 billion, up 38%. The Strategic Capital Initiative I secured $2 billion in equity and $6 billion total capital,...
Webtoon Entertainment reported Q4 2025 revenue of $330.7 million, a 4.1% decline, while full‑year revenue rose 3.9% to $1.4 billion. The quarter’s net loss ballooned to $336.5 million, driven primarily by a goodwill impairment tied to Wattpad. A strategic milestone was Disney’s...
Mayville Engineering Company reported Q2 2025 net sales of $132.3 million, a 19.1% decline year‑over‑year, and adjusted EBITDA of $13.7 million, with margin slipping to 10.3%. The company completed its AccuFab acquisition, expanding its serviceable addressable market by roughly 60%...
On Holding AG reported record Q4 performance and a full‑year net sales of CHF 2.32 billion, a 33% constant‑currency increase. Direct‑to‑consumer sales grew to 48.8% of total, pushing the Q4 gross profit margin to 62.1% and adjusted EBITDA margin to 16.4%. The...
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, an 8% increase year‑over‑year, after excluding a $0.46 per‑share settlement charge in Illinois. Strong weather and a favorable Wisconsin rate review added $1.09 to earnings, while the company announced...
Gran Tierra Energy reported Q4 2020 production of roughly 23,000 barrels of oil per day while sharply curbing costs, cutting operating expenses 39% to $145 million. The company achieved a 133% proved‑developed‑producing reserve replacement ratio and a 1P net present value...
Dutch Bros reported a 28% revenue increase to $1.64 billion for 2025, driven by 154 new store openings that brought the system to 1,136 locations. Adjusted EBITDA rose 31% to $303 million and average unit volume hit a record $2.1 million. The company...
Eagle Materials reported Q4 FY2025 revenue of $558 million, a modest decline driven by lower cement, concrete and aggregates volumes after record rainfall in the Midwest. Despite the volume drop, earnings per share rose to $3.56, helped by a 3%...
NeuroPace reported fourth‑quarter 2025 revenue of $26.6 million, a 24% year‑over‑year increase driven primarily by a 26% rise in RNS system sales to $22.4 million. Gross margins improved to 77.4% overall and 80.5% for the RNS product, while operating expenses grew slower...
Honeywell reported a strong fourth‑quarter 2025, with organic orders up 23% and a record backlog exceeding $37 billion. Organic sales rose 11% (6% excluding the Bombardier agreement) and adjusted EPS climbed 17% to $2.90. Free cash flow surged 48% to $2.5 billion,...
Cumberland Pharmaceuticals reported fiscal 2025 revenue of $44.5 million, an 18% increase year‑over‑year, driven by a 31% Q4 surge to $13.7 million from Vibativ, Sancuso and the newly launched Talicia. Adjusted earnings turned positive at $1.7 million and operating cash flow rose to...
Sportradar reported record 2024 results, posting $1.1 billion in revenue, a 26% year‑over‑year increase, and adjusted EBITDA of $222 million, lifting the margin to 20%. The company announced the acquisition of IMG ARENA from Endeavor, receiving $125 million in cash and up to $100 million...
Rayonier Advanced Materials completed its merger with PotlatchDeltic on Jan. 30, creating a timberland powerhouse with over 4 million acres and adding wood products and land‑based solutions capabilities. Full‑year 2025 adjusted EBITDA reached $248 million, an 8% increase that beat the top of...
SOPHiA GENETICS reported Q4 2025 revenue of $19.5 million, up 23% year‑over‑year, marking the third consecutive quarter of accelerating growth. The company added 31 new customers, bringing total 2025 signings to 94, and saw U.S. revenue rise 30%, highlighting strong market...
Civeo Corp reported Q3 2025 results that highlighted solid growth in its Australian operations and a marked margin improvement in Canada despite lower revenues. The Bowen Basin village acquisition drove a 7% revenue increase and a 19% rise in adjusted...
Latham Group reported Q4 2025 net sales of $100 million, a 15% year‑over‑year increase, pushing full‑year revenue to $546 million, up 7%. Adjusted EBITDA surged to $10 million in the quarter and $100 million for the year, with margins expanding...
Thermon Group Holdings reported record Q3 fiscal 2026 results, with revenue of $147.3 million, up 10% year‑over‑year, and adjusted EBITDA of $35.66 million, a 12% increase. Gross margin improved to 46.6% and adjusted EPS rose 18% to $0.66. Orders grew...
EVGO reported a fourth‑quarter 2025 revenue of $678 million and GAAP net income of $32 million, with adjusted EBITDA reaching $126 million. The company secured a record $520 million in new or expanded contracts, including five ICE‑dedicated facilities that add roughly $400 million of annualized...
