Today's Finance Pulse
Autodesk to acquire MaintainX for $3.6B, expanding into operations software
Autodesk announced a $3.6 billion purchase of MaintainX, a leader in operational‑phase software for the built environment. The deal extends Autodesk’s portfolio from design and manufacturing into ongoing building operation, creating an end‑to‑end data loop. CEO Andrew Anagnost said the acquisition unlocks a $40 billion total addressable market.
Also developing:
By the numbers: Pemberton Asset Management closes $3.7B fourth vintage fund
Visteon Corp (VC) Q4 2025 Earnings Call Transcript
Visteon reported a record 2025 adjusted EBITDA of $492 million, representing a 13.1% margin, and generated $292 million of adjusted free cash flow. Displays sales surged about 20% year‑over‑year, while new business wins hit $7.4 billion, a 20% increase driven largely by displays and SmartCore programs. The company announced a dividend hike to $0.375 per share and outlined 2026 guidance of $3.63‑$3.83 billion revenue amid a projected 50% drop in U.S. BMS volumes and memory‑cost inflation. Management emphasized vertical integration, AI cockpit development, and upcoming program launches with Toyota and Honda as growth catalysts.
Alight Inc (ALIT) Q4 2025 Earnings Call Transcript
Alight Inc. posted FY 2025 revenue of $2.3 billion, with recurring revenue down 2.2% and project revenue plunging 22%, resulting in a 5% decline in revenue under contract for 2026. Adjusted EBITDA reached $561 million, delivering a 24.8% margin, while free cash flow...
Consolidated Edison Inc (ED) Q4 2025 Earnings Call Transcript
Iridium Communications reported Q4 2025 results that met guidance, with full‑year service revenue up 3% and OIBDA reaching $495.3 million, a 5% year‑over‑year increase. Pro forma free cash flow hit $296 million, supporting a 3.3% dividend yield and a share‑repurchase program that...
Floor & Decor Holdings Inc (FND) Q4 2025 Earnings Call Transcript
Floor & Decor announced a leadership transition, naming President Brad Paulsen CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted EPS of $0.53, a 10.4% increase, and total sales of $1.18 billion, up 5.5% year‑over‑year, but...
WillScot Holdings Corp (WSC) Q4 2025 Earnings Call Transcript
WESCO International reported record fourth‑quarter revenue of $6.1 billion, a 10% year‑over‑year increase driven by 9% organic growth. Data‑center sales exploded 30% to $1.2 billion, pushing full‑year data‑center revenue to $4.3 billion, roughly 18% of total sales. Adjusted EBITDA rose to $409 million with...
Valaris Ltd (VAL) Q4 2025 Earnings Call Transcript
Valaris reported Q2 2019 adjusted EBITDA of $59 million, well above the $35 million forecast, driven by strong utilization and disciplined expense management. The company marked the 100‑day integration milestone, completing over half of its merger tasks, including a major ERP conversion...
Epam Systems Inc (EPAM) Q4 2025 Earnings Call Transcript
EPAM Systems reported Q4 2025 revenue of $1.4 billion, a 12.8% year‑over‑year increase, and AI‑native revenue topped $105 million, on track to exceed $600 million in 2026. The company posted GAAP EPS of $1.98 and non‑GAAP EPS of $3.26, while free cash flow...
F&G Annuities & Life Inc (FG) Q4 2025 Earnings Call Transcript
F&G Annuities & Life reported record assets under management of $73.1 billion, a 12% year‑over‑year increase, driven by $14.6 billion in gross sales. Adjusted net earnings rose to $482 million for the year, with fee‑based income contributing 15% of earnings as the company...
Six Flags Entertainment Corp (FUN) Q4 2025 Earnings Call Transcript
Six Flags reported Q4 2025 adjusted EBITDA of $165 million on $650 million revenue and 9.3 million guests, with operating days down to 779 after dropping winter holiday events. Per‑capita spending rose to $61.90, helping the company achieve a 27% margin despite attendance...
Brady Corp (BRC) Q2 2026 Earnings Call Transcript
Brady Corp reported a strong start to fiscal 2026, with adjusted diluted EPS rising 8% to $1.21 and operating cash flow surging 42.5% to $33.4 million. Total sales grew 7.5% year‑over‑year, driven by 2.8% organic growth, a 3.2% boost from acquisitions...
Wayfair Inc (W) Q4 2025 Earnings Call Transcript
Wayfair reported Q4 2025 revenue up 6.9% YoY (7.8% excluding Germany), with adjusted gross margin steady at 30.3% and contribution margin improving to 15.3%. Adjusted EBITDA surged to $224 million, driving full‑year EBITDA above $743 million and free cash flow up 40%...
AMN Healthcare Services Inc (AMN) Q4 2025 Earnings Call Transcript
AMN Healthcare reported Q2 2025 revenue of $658 million, hitting the top of its guidance but falling 11% year‑over‑year. A $110 million goodwill impairment drove a GAAP net loss of $116 million, while adjusted EBITDA slipped to $58 million with an 8.9% margin. Gross...
Laureate Education Inc (LAUR) Q4 2025 Earnings Call Transcript
Laureate Education reported full‑year 2025 revenue of $1.7 billion, up 9%, and a record‑high adjusted EBITDA margin of 30.5% on $519 million of EBITDA. The company returned $217 million to shareholders and announced an additional $150 million authorization for its share‑repurchase program. Enrollment grew,...
Yeti Holdings Inc (YETI) Q4 2025 Earnings Call Transcript
YETI Holdings reported a record Q4 2025 with net sales of $583.7 million, up 5 % year‑over‑year, driven by 6 % growth in drinkware and a 25 % surge in international revenue. Adjusted gross margin fell to 58.4 % as tariffs added a 310‑basis‑point cost...
Copart Inc (CPRT) Q2 2026 Earnings Call Transcript
Motorcar Parts of America (MPAA) trimmed its FY 2026 sales outlook to $750‑$760 million, reflecting a $50 million shortfall from a major customer’s store closures. Gross margin fell to 19.6% year‑over‑year but rose sequentially, and operating income is projected between $72 million and...
American Homes 4 Rent (AMH) Q4 2025 Earnings Call Transcript
American Homes 4 Rent reported a 6.2% year‑over‑year increase in core FFO per share to $0.47 and nudged its full‑year core FFO guidance to $1.87 per share. The company completed its development deliveries for the quarter, redeploying proceeds from the...
American Coastal Insurance Corp (ACIC) Q4 2025 Earnings Call Transcript
Acadian Asset Management reported record assets under management of $177.5 billion, a 52% increase year‑over‑year, driven by strong net client cash flows of $5.4 billion in Q4 and $29.4 billion for the full year. While US GAAP net income fell 18% in the...
Universal Display Corp (OLED) Q4 2025 Earnings Call Transcript
UDR reported fourth‑quarter 2025 FFOA of $0.64 per share and a full‑year total of $2.54, both hitting the midpoint of its guidance range. Same‑store NOI growth outperformed expectations while occupancy held steady in the high‑96% range. For 2026 the company...
Upbound Group Inc (UPBD) Q4 2025 Earnings Call Transcript
Upbound Group reported record annual revenue of $4.7 billion, an 8.7% increase, and free cash flow of $180 million, the highest since 2022. The recent Bridget acquisition contributed $64.6 million in Q4 revenue and boosted paid‑subscriber numbers by nearly 30%. Adjusted EBITDA reached...
Employers Holdings Inc (EIG) Q4 2025 Earnings Call Transcript
Employers Holdings reported Q4 2025 gross premiums of $156.8 million, an 11% decline driven by weaker new business, while losses and LAE jumped 18.7% to $134.4 million. Net investment income rose 17.6% to $31.4 million after a strategic portfolio rebalance that cut equity...
Barings BDC Inc (BBDC) Q4 2025 Earnings Call Transcript
Barings BDC reported a fourth‑quarter NAV of $11.09 per share, essentially unchanged from the prior quarter, while net investment income slipped to $0.27 per share. The firm declared a $0.26 quarterly dividend, delivering a 9.4% annualized yield on NAV, and...
PTC Therapeutics Inc (PTCT) Q4 2025 Earnings Call Transcript
PTC Therapeutics announced a definitive agreement to sell its Kepware and ThingWorx businesses to TPG for up to $725 million, shifting focus to its core CAD, PLM, ALM, and SLM platforms. The company reported 8.5% constant‑currency ARR growth to $2.446 billion and...
Integer Holdings Corp (ITGR) Q4 2025 Earnings Call Transcript
Integer Holdings reported an 8% rise in full‑year sales to $1.85 billion, with organic growth above 6%, and a 21% jump in adjusted EPS to $6.40. Adjusted operating income grew 13% and the operating margin expanded to 17.3%, driven by gross‑margin...
Texas Roadhouse Inc (TXRH) Q4 2025 Earnings Call Transcript
Texas Roadhouse reported total revenue just under $5.9 billion for 2025, with all three brands posting both sales and traffic growth. Same‑store sales rose 4.9% year‑over‑year, driven primarily by a 2.8% increase in guest traffic. Restaurant margin slipped to 13.9% as...
TechnipFMC PLC (FTI) Q4 2025 Earnings Call Transcript
TechnipFMC reported full‑year 2025 revenue of $9.9 billion, up 9%, and adjusted EBITDA of $1.8 billion, a 33% increase driven by strong operating leverage. The Subsea segment generated $10.1 billion of inbound orders, with more than 80% awarded on a direct basis through...
From the Microsoft Dynamics GP Blogs: Check Batches; Use Copilot in GP; What's Next in Reporting; GP Limitations Slowing Finance
Microsoft Dynamics GP users are confronting three intertwined challenges: check‑batch processing is degrading, Microsoft Copilot is now accessible within GP, and reporting capabilities are evolving while legacy limitations hinder finance teams. A slowdown traced to the PM20100 remittance table can...
UL Solutions Inc (ULS) Q4 2025 Earnings Call Transcript
UL Solutions reported record full‑year revenue of $3.1 billion, up 6.4% (6.2% organic), and a Q4 revenue of $789 million, up 0.8% (5.7% organic). Adjusted EBITDA margin expanded 300 basis points to 25.9% for the year and 27.5% in Q4, while free...
Metallus Inc (MTUS) Q4 2025 Earnings Call Transcript
Metallus Inc reported a sequential decline in fourth‑quarter shipments and net sales, resulting in a GAAP loss of $14.3 million and adjusted EBITDA of $2.4 million. Annual shipments rose 14% year‑over‑year, and the order book expanded over 50%, pushing lead times into...
LKQ Corp (LKQ) Q4 2025 Earnings Call Transcript
LKQ Corp reported Q4 2025 revenue of $3.3 billion, a 2.7% year‑over‑year increase, while adjusted diluted EPS fell to $0.59 from $0.78. Free cash flow reached $847 million for the year, surpassing its $825 million target, and the company repaid over $500 million of...
Ryerson Holding Corp (RYI) Q4 2025 Earnings Call Transcript
Ryan Specialty Holdings reported a 21% revenue surge to $3.0 billion in 2025, propelled by 10.1% organic growth and a 10‑point M&A contribution. Adjusted EBITDAC rose 19.2% to $967 million, though margins slipped as the company invested heavily in talent, technology, and...
World Kinect Corp (WKC) Q4 2025 Earnings Call Transcript
World Kinect Corp (WKC) posted record free cash flow of $2.5 billion for 2025 and a $769 million Q4 surge, driving a stronger balance sheet and enabling a 40% free‑cash‑flow payout target. Margins rose 66% to $2,283 per ounce, while all‑in sustaining...
Cushman & Wakefield Ltd (CWK) Q4 2025 Earnings Call Transcript
Cushman & Wakefield reported a strong 2025 year, delivering adjusted EPS of $1.22—a 34% YoY increase—and total revenue of $7.1 billion, up 7% across all service lines and regions. Adjusted EBITDA rose 11% to $656 million with a 46‑basis‑point margin expansion, while...
Uzbekistan and United States Create Foundation for Systematic Economic Cooperation
Uzbek President Shavkat Mirziyoyev visited Washington on February 18, signing a suite of agreements that lay the groundwork for systematic economic cooperation with the United States. The deals target expanded U.S. investment in Uzbek critical minerals, petrochemicals, energy, agriculture, water‑resource management...
Strawberry Fields Reit Inc (STRW) Q4 2025 Earnings Call Transcript
Star Equity Holdings reported Q4 2025 revenue of $48 million, a 30% increase driven primarily by the August 2025 merger. Net loss widened to $1.8 million, but adjusted earnings turned positive at $0.02 per share, with pro forma EPS of $0.19. Adjusted...
Ardelyx Inc (ARDX) Q4 2025 Earnings Call Transcript
Ardelyx reported Q4 2025 revenue of $110.3 million, driven primarily by a 92% year‑over‑year surge in IBSRELA sales to $78.2 million. The company raised its full‑year IBSRELA revenue guidance to $270‑$275 million and posted a net loss of roughly $1 million, while cash balances...
EuroDry Ltd (EDRY) Q4 2025 Earnings Call Transcript
EuroDry Ltd reported Q4 2025 revenue of $14.4 million, a 2.2% decline, and a net loss of $0.24 per share. Adjusted EBITDA fell to $4.1 million from $5.0 million a year earlier, while cash stood at $18.8 million against $97.9 million of debt. The company...
Bandwidth Inc (BAND) Q4 2025 Earnings Call Transcript
Bandwidth reported $754 million total revenue for 2025, reflecting 10% organic year‑over‑year growth and double‑digit expansion in both voice and messaging segments. Adjusted EBITDA reached $93 million with a 17% margin, and free cash flow hit $57 million, surpassing multi‑year cash targets. Management...
ICU Medical Inc (ICUI) Q4 2025 Earnings Call Transcript
ICU Medical reported Q3 2025 revenue of $533 million, a 5% organic increase, driven by record consumables sales and solid IV systems growth. Adjusted diluted EPS rose 28% to $2.30 and adjusted EBITDA reached $106 million, reflecting higher gross margins and lower...
Idacorp Inc (IDA) Q4 2025 Earnings Call Transcript
IDEX Corp reported modest 1% organic revenue growth in Q4 2025, driven primarily by a 34% surge in HST segment orders that reached a record $493 million. Adjusted EBITDA margin expanded by 40 basis points year‑over‑year, and free cash flow hit...
Hamilton Insurance Group Ltd (HG) Q4 2025 Earnings Call Transcript
Hamilton Insurance Group reported a record $577 million net income for 2025, a 44% increase year‑over‑year, and a 22% return on average equity. Gross premiums written rose 21% to $2.9 billion, while the combined ratio improved to 92.9% for the year and...
Casella Waste Systems Inc (CWST) Q4 2025 Earnings Call Transcript
Casella Waste Systems reported record Q3 2025 results, with revenue of $485.4 million, up 17.9% YoY, and adjusted EBITDA of $119.9 million, up 16.4%. Growth was driven by $53.4 million of acquisition revenue and solid‑waste pricing, while same‑store landfill volumes rose 11.7%. Management...
DT Midstream Inc (DTM) Q4 2025 Earnings Call Transcript
DT Midstream reported 2025 adjusted EBITDA of $1.138 billion, a 17% increase driven by a 27% surge in its Pipeline segment after the Midwest Pipeline acquisition. The company declared a quarterly dividend of $0.88 per share, up 7.3%, and achieved investment‑grade...
Alliant Energy Corp (LNT) Q4 2025 Earnings Call Transcript
Alliant Energy reported a $0.18 increase in ongoing EPS for 2025, delivering 6% growth that exceeds the midpoint of its guidance and continues a decade‑long 6.3% compound EPS trajectory. The utility raised its dividend for the 22nd consecutive year while...
Savers Value Village Inc (SVV) Q4 2025 Earnings Call Transcript
InvenTrust Properties Corp. reported a robust 2025 year, delivering 5.3% same‑property NOI growth and a 6.2% rise in NAREIT FFO to $1.89 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt to adjusted...
Donegal Group Inc (DGICA) Q4 2025 Earnings Call Transcript
Donegal Group reported a record $3.7 billion after‑tax operating income for 2025, driven by a 26% jump to $1.1 billion in Q4. The consolidated combined ratio improved to 80.6%, underscoring strong underwriting profitability across insurance, reinsurance and mortgage segments. Share repurchases totaled...
Quanta Services Inc (PWR) Q4 2025 Earnings Call Transcript
Quanta Services reported a record full‑year 2025 revenue of $28.5 billion, up 20% year‑over‑year, and posted all‑time highs in adjusted EBITDA, EPS, cash flow and free cash flow. The company ended the year with a $44 billion backlog, the strongest ever, driven...
Opendoor Technologies Inc (OPEN) Q4 2025 Earnings Call Transcript
Opendoor reported $1.6 billion revenue for the quarter and posted its first adjusted EBITDA profit in three years, $23 million, driven by wider offer spreads and pre‑spring acquisition timing. The company completed a full rollout of its agent‑driven platform, which is delivering...
Targa Resources Corp (TRGP) Q4 2025 Earnings Call Transcript
Targa Resources reported record Q4 2025 results, with Permian gathering volumes averaging 6.65 billion cubic feet per day, a 10% year‑over‑year increase, and NGL transportation hitting a record 1.05 million barrels per day. Adjusted EBITDA rose to $4.96 billion for the full year,...
Wyndham Takes $160 Million Hit After European Franchisee Files for Insolvency
Wyndham Hotels disclosed a $160 million charge after its largest European franchisee, Revo Hospitality Group, entered self‑administration in January. The charge covers uncollectible receivables, asset impairments and a write‑down of the Vienna House trademark acquired in 2022. Despite the setback, the...
High-Yield Prospects: February 18 Edition
The February 18 edition spotlights ETFs that deliver at least a 5% annual dividend yield, hold over $100 million in assets, and trade with a 20‑day average volume above 0.5 million shares. The list features a mix of traditional dividend funds, leveraged products,...