TOMI Environmental Solutions Inc (TOMZ) Q4 2025 Earnings Call Transcript
Thermo Fisher Scientific reported Q4 2025 revenue of $12.21 billion, a 7% year‑over‑year increase, and full‑year revenue of $44.56 billion, up 4%. Adjusted EPS rose 8% in the quarter to $6.57 and 5% for the year to $22.87, while adjusted operating margin held at 23.6% despite a 100‑basis‑point tariff and FX headwind. The company deployed $16.5 billion in capital, including $13 billion of acquisitions and a $9 billion definitive agreement to acquire Clario, expected to add roughly $0.45 of adjusted EPS in 2026. Guidance for 2026 projects 4‑6% revenue growth, 3‑4% organic growth, and 6‑8% adjusted EPS growth, with further upside from Clario’s integration.
GEN Restaurant Group Inc (GENK) Q4 2025 Earnings Call Transcript
Genco Shipping & Trading reported Q4 2025 adjusted EBITDA of $42 million, a 94% sequential rise and the highest quarterly level since 2022. Net income was $15.4 million and the board declared a $0.50 per share dividend, delivering a 9% annualized yield...
Faraday Future Intelligent Electric Inc (FFAI) Q4 2025 Earnings Call Transcript
Ford Motor Company reported $187 billion revenue for 2025, marking its fifth consecutive year of top‑line growth, and generated $6.8 billion adjusted EBIT after absorbing $2 billion each from Novelis fire losses and a tariff headwind. U.S. market share rose to 13.2%, the...
NextPlat Corp (NXPL) Q4 2025 Earnings Call Transcript
NextPlat Corp reported a 29% year‑over‑year revenue increase for the first half of fiscal 2025, marking its seventh straight double‑digit growth quarter. The company’s backlog surged to a record $4.5 billion, with 90% now expected to be realized over the next...
Direct Digital Holdings Inc (DRCT) Q4 2025 Earnings Call Transcript
Direct Digital Holdings (DRCT) posted Q4 2025 revenue of $206 million, up 8% year‑over‑year, and full‑year revenue of $748 million, up 14% YoY, delivering a 38% adjusted EBITDA margin for the quarter and 33% for the year. Growth was driven by a...
Gohealth Inc (GOCO) Q4 2025 Earnings Call Transcript
AdaptHealth Corp. reported 2025 net revenue of $3.245 billion and adjusted EBITDA of $616.7 million, both beating guidance midpoints despite a slight year‑over‑year revenue dip. Organic growth was modest at 1.7%, while sleep and respiratory segments delivered double‑digit revenue gains and record...
Tvardi Therapeutics Inc (TVRD) Q4 2025 Earnings Call Transcript
Teva reported Q4 2025 revenue of $4.5 billion, up 3% year‑over‑year, with adjusted EBITDA rising 6% and non‑GAAP EPS of $0.78, a 14% increase. The innovative portfolio contributed over $800 million, driven by AUSTEDO’s $618 million U.S. sales (+38%) and solid gains from...
LENSAR Inc (LNSR) Q4 2025 Earnings Call Transcript
National Vision Holdings reported FY2025 net revenue of $1.99 billion, a 9% increase year‑over‑year, driven by a 6% rise in comparable store sales and a 56% jump in adjusted operating income to $102.5 million. The company expanded its operating margin to 5.2%...
Connect Biopharma Holdings Ltd (CNTB) Q4 2025 Earnings Call Transcript
ConnectOne Bancorp reported $14 billion in assets and a market capitalization above $1.4 billion after completing its largest acquisition and a rapid systems conversion. Core deposits rose 5% annualized while brokered deposits fell to 6% of assets, improving funding quality. Operating earnings...
Newton Golf Company Inc (NWTG) Q4 2025 Earnings Call Transcript
Newton Golf Company reported Q4 2025 net income before taxes of $80 million, a 16.4% increase, and total revenue of $284 million, up 10.6% year‑over‑year. Diluted earnings per share surged 1,211% to $2.18, with 2026 guidance centered at $2.35. The firm added...
Co-Diagnostics Inc (CODX) Q4 2025 Earnings Call Transcript
Co‑Diagnostics reported Q2 2025 revenue of $200,000, a sharp drop from $2.7 million a year earlier after grant funding disappeared. Operating expenses were reduced to $8.2 million, yielding a cash balance of $13.4 million, while the net loss widened slightly to $7.7 million. Management outlined...
Lanzatech Global Inc (LNZA) Q4 2025 Earnings Call Transcript
Lazard Ltd. reported $3 billion in full‑year 2025 revenue, highlighted by a record $1.8 billion Financial Advisory haul and a 12% rise in assets under management to $261 billion. Q4 revenue reached $892 million, up 10% YoY, while Asset Management generated $339 million, an 18%...
Nike Inc (NKE) Q3 2026 Earnings Call Transcript
Nike reported Q3 FY26 revenue of $12.39 billion, essentially flat and down 3% on a currency‑neutral basis. Gross margin slipped to 40.2%, a 130‑basis‑point decline driven largely by a 300‑basis‑point tariff impact in North America. Nike Direct sales fell 7% while...
Femasys Inc (FEMY) Q4 2025 Earnings Call Transcript
Viemed Healthcare reported record full‑year revenue of $270.3 million, up 21% YoY, and adjusted EBITDA of $61.4 million, delivering a 22.7% margin. The company accelerated diversification, with sleep therapy patient counts rising 62% and maternal‑health revenue contributing $9 million, while ventilation’s share of...
Chagee Holdings Ltd (CHA) Q4 2025 Earnings Call Transcript
Chegg reported $18 million in Q4 2025 revenue from its newly emphasized Chegg Skilling unit, signaling the start of double‑digit growth in the $40 billion corporate‑learning market. Adjusted EBITDA reached $13 million, an 18% margin that exceeded the high end of guidance,...
Xtant Medical Holdings Inc (XTNT) Q4 2025 Earnings Call Transcript
OrthoPediatrics Corp. reported fourth‑quarter 2025 revenue of $61.6 million, a 17% year‑over‑year increase driven by strong performance across trauma, deformity, scoliosis and specialty bracing segments. The quarter marked the company’s first positive free‑cash‑flow generation, delivering $10 million, while adjusted EBITDA rose 59%...
Sportsman's Warehouse Holdings Inc (SPWH) Q4 2026 Earnings Call Transcript
Sportsman's Warehouse reported net sales of $331.3 million, up 2.2% year‑over‑year, marking a third straight quarter of positive same‑store sales growth. Category strength came from fishing (+14%) and hunting/shooting (+5%), while e‑commerce rose 8% and gross margin improved to 32.8%, a...
PVH Corp (PVH) Q4 2026 Earnings Call Transcript
G-III Apparel Group reported fourth‑quarter net sales of $771 million, a 8% decline year‑over‑year, as the company completed its exit from Calvin Klein and Tommy Hilfiger licenses, shedding $254 million in revenue. Owned brands such as DKNY, Donna Karan, Karl Lagerfeld and Vilebrequin now...
Nexgel Inc (NXGL) Q4 2025 Earnings Call Transcript
Nexgel Inc. posted Q3 2025 revenue of $2.9 million, essentially flat year‑over‑year but modestly higher sequentially. Gross profit margin rose to 42.4% from 39.3% a year earlier, while adjusted EBITDA loss narrowed to $154 k. The company secured a $1 million non‑dilutive financing...
Cyclerion Therapeutics Inc (CYCN) Q4 2025 Earnings Call Transcript
CION Investment Corp reported a 7.4% sequential drop in NAV per share to $13.76, driven primarily by unrealized mark‑to‑market adjustments in a handful of equity holdings. The firm’s first‑lien loan portfolio, which makes up about 81% of assets, saw weighted...
Meridian Holdings Inc (MRDN) Q4 2025 Earnings Call Transcript
Sound Point Meridian Capital reported a sharp decline in net asset value to $14.02 per share for Q4 2025, driven by mark‑to‑market pressure on CLO equity valuations as buyer demand faded. Net investment income of $9 million fell short of the...
Venu Holding Corp (VENU) Q4 2025 Earnings Call Transcript
Garmin reported a record Q4 2025 with consolidated revenue of $2.13 billion, up 17% year‑over‑year, and full‑year revenue of $7.25 billion, a 15% increase. Operating margin expanded to 28.9% in the quarter, delivering $614 million of operating income and a pro‑forma EPS of...
Solesence Inc (SLSN) Q4 2025 Earnings Call Transcript
Solesence Inc. reported Q4 2025 revenue of $14.5 million, a 14% year‑over‑year decline, with gross margin falling to 23% from 36% and a net loss of $1.1 million. The company highlighted a surge in open orders to $64 million, reflecting continued demand...
Rekor Systems Inc (REKR) Q4 2025 Earnings Call Transcript
Rekor Systems posted a record $14.2 million Q4 revenue, up 35% year‑over‑year, and saw recurring revenue rise 18% to $6.5 million. Adjusted gross margin jumped to 63% from 44% a year earlier, while operating expenses fell 24% quarter‑over‑quarter, narrowing the adjusted EBITDA...
Brainstorm Cell Therapeutics Inc (BCLI) Q4 2025 Earnings Call Transcript
Bristol‑Myers Squibb reported flat Q4 2025 revenue of $12.5 billion, with its growth portfolio expanding 15% YoY to $7.4 billion, offsetting roughly $4 billion of legacy decline. The company guided 2026 revenue between $46 billion and $47.5 billion, projecting 10‑15% growth for Eliquis despite a...
Purple Innovation Inc (PRPL) Q4 2025 Earnings Call Transcript
Purple Innovation reported a blockbuster fourth quarter, delivering $124.3 million in revenue—a 58.3% year‑over‑year jump—and closed 2019 with $428.4 million net revenue, up 49.9% from the prior year. Gross margin expanded to 47.7% in Q4 and 44.1% for the full year, driven...
T Stamp Inc (IDAI) Q4 2025 Earnings Call Transcript
TTM Technologies posted Q4 2025 net sales of $774.3 million, a 19% year‑over‑year increase driven by data‑center, networking, and aerospace & defense demand. Non‑GAAP earnings per share reached a record $0.70, matching the top of guidance, while adjusted EBITDA margin rose...
DSS Inc (DSS) Q4 2025 Earnings Call Transcript
Distribution Solutions Group (DSG) reported fiscal 2025 revenue of $1.98 billion, up 9.8% despite one fewer selling day, and generated $84 million of operating cash flow. Adjusted EBITDA fell to $175 million, reflecting an 8.9% margin, down from 9.7% a year earlier, while...
Forum Markets, Inc (FRMM) Q4 2025 Earnings Call Transcript
Forum Energy Technologies (FET) posted Q4 2025 revenue of $202 million, up 3% sequentially and at the top of guidance, driven by a 78% surge in international sales. Adjusted EBITDA reached $23 million, also at the high end of forecasts, while free...
Birchtech Corp (BCHT) Q4 2025 Earnings Call Transcript
Ichor Holdings reported fourth‑quarter 2025 revenue of $223.6 million, bringing full‑year revenue to $948 million, a 12% year‑over‑year increase driven by strong etch and deposition sales. Gross margin improved to 11.7%, surpassing guidance by 70 basis points, while operating income reached $2.7 million...
McCormick & Company Inc (MKC) Q1 2026 Earnings Call Transcript
MSC Industrial Direct reported first‑quarter net sales of $966 million, meeting the midpoint of its guidance, with average daily sales up 4% year‑over‑year. Price increases contributed 4.2% to growth, partially offset by a 0.3% volume decline linked to a federal government...
JJill Inc (JILL) Q4 2026 Earnings Call Transcript
Genesco Inc. reported fiscal 2026 fourth‑quarter revenue of $800 million, a 7% year‑over‑year increase, with company‑wide comparable sales rising 9%. Journeys led growth, delivering 12% comparable sales and expanding its 4.0 store format to 84 locations, targeting a fleet share of...
Allbirds Inc (BIRD) Q4 2025 Earnings Call Transcript
Allbirds reported Q4 2024 net revenue of $56 million, in line with guidance, and a modestly better-than-expected adjusted EBITDA loss of $19 million. The company highlighted cost discipline, cutting SG&A by over $20 million and closing 15 U.S. stores while...
Lithium Corp (LTUM) Q4 2025 Earnings Call Transcript
Lithia Motors reported record Q4 revenue of $9.2 billion, lifting full‑year sales to $37.6 billion, a 4% increase. Adjusted diluted EPS climbed 16% year‑over‑year to $33.46, driven by strong used‑vehicle and aftersales growth. Margin pressure persisted, with total vehicle GPU down $258...
Interactive Strength Inc (TRNR) Q4 2025 Earnings Call Transcript
Integer Holdings reported an 8% rise in full‑year sales to $1.85 billion, with organic growth exceeding 6%, and a 21% jump in adjusted EPS to $6.40. Adjusted operating margin expanded to 17.3%, driven by higher gross margins and disciplined expense control....
KORE Group Holdings Inc (KORE) Q4 2025 Earnings Call Transcript
KORE Group reported flat Q4 2025 revenue of $68.7 million, with IoT connectivity revenue holding steady and showing 1.7% sequential growth. Adjusted EBITDA improved 12% to $14.5 million, narrowing the net loss to $12.7 million thanks to cost cuts and...
SCI-In-Conversation-Podcast:-Alex-Branton,-Nodem-Capital
In a recent episode of SCI In Conversation, Jacob Chilvers interviews Alex Branton, founder of Nodem Capital, about the firm’s net‑asset‑value (NAV) lending strategy. Branton describes how NAV lending has moved from a niche product to a mainstream financing tool for private‑equity and...
HCW Biologics Inc (HCWB) Q4 2025 Earnings Call Transcript
Hercules Capital reported record Q4 2025 performance, originating $1.06 billion in new debt and reaching nearly $4 billion in annual originations. Platform‑level assets under management grew 20.5% to $5.7 billion, while GAAP leverage rose modestly to 104.4%, remaining at the low end of...
TD Synnex Corp (SNX) Q1 2026 Earnings Call Transcript
TD Synnex reported Q1 2026 net sales of $409.1 million, a 2.3% increase driven by foreign‑exchange and tariff pass‑through. The company posted a GAAP net loss of $4.1 million, narrowing sharply from last year, while adjusted EBITDA fell to $27.4...
ENDRA Life Sciences Inc (NDRA) Q4 2025 Earnings Call Transcript
Schneider National reported fourth‑quarter 2025 revenue of $1.3 billion, up 4% year‑over‑year, but adjusted earnings per share fell to $0.13, a 35% decline. The quarter was marred by a truncated peak season, severe Midwest weather, and auto‑production shutdowns that compressed margins,...
DSS Inc (DSS) Q3 2025 Earnings Call Transcript
DSS Inc reported a sharp rebound in bookings, up 42% sequentially and 35% year‑over‑year to $540 million, while revenue slipped to $923 million as shipments declined. The quarter posted a $16 million adjusted operating loss, largely due to $40 million in tariff expenses. Management...
Brag House Holdings Inc (TBH) Q4 2025 Earnings Call Transcript
Bread Financial reported a solid fourth‑quarter and full‑year 2025, with credit sales rising 3% to $27.8 billion and net income of $53 million excluding a $42 million debt‑repurchase charge. The company improved credit quality, cutting the net loss rate to 7.4% in Q4...
Evercore ISI Predicts 'Inflection Point' Is Days Away, Plans to Commit Capital if S&P 500 Drops to This Level
Evercore ISI managing director Julian Emanuel warned that the market is approaching an inflection point within days, hinging on President Donald Trump's decision on Iran's energy facilities on April 6. He said Evercore will commit new capital if the S&P 500 falls...
AML in an Era of Unpredictable Threats
The Financial Conduct Authority (FCA) is taking direct control of anti‑money‑laundering (AML) oversight, shifting from rule‑making to active supervision. It will demand law firms adopt real‑time risk monitoring and integrate up‑to‑date data, mirroring the approach used with financial‑services firms. Between...
Sherritt Announces Non‑Brokered Private Placement for up to $50 Million
Sherritt International Corp. announced a non‑brokered private placement to raise up to CAD $50 million (≈ US $37 million). The deal includes Seymour Schulich subscribing for up to 68.6 million common shares for CAD $14.4 million, with the company issuing up to 238.1 million shares at CAD $0.21 each (≈ US $0.16). The...
Ariel Arranges Condo Inventory Loan for Newly Constructed Residential Project
Ariel Property Advisors’ Capital Services Group arranged an $11.8 million condominium inventory loan for a 20‑unit new‑build project in Upper Manhattan. The loan is interest‑only at 9.5%, runs 18 months, and is priced at 70 % loan‑to‑value. By borrowing at a 20 % premium...
PSK: Ultra-Long Duration Debt Component At Risk From Debt Cost Revaluations
State Street’s SPDR ICE Preferred Securities ETF (PSK) is under pressure as its heavy financial sector weighting and long effective duration expose it to rising yields. The ETF’s ultra‑long‑duration debt component faces cost revaluation, eroding its resilience. Higher debt costs...
Review of Merchant Card Payment Costs and Surcharging – Conclusions Paper
The Reserve Bank of Australia’s Payments System Board released a Conclusions Paper outlining sweeping reforms to the nation’s card‑payment system. It will remove mandatory surcharging on debit, prepaid and credit cards, lower interchange fee caps and boost fee‑transparency across eftpos,...
Morningstar DBRS Finalizes Its Provisional Credit Ratings on FIGRE Trust 2026-FL1
Morningstar DBRS finalized provisional ratings for FIGRE Trust 2026‑FL1 mortgage‑backed notes, assigning AAA to the $222.6 million Class A‑1 tranche and AA to the $28.7 million Class A‑2 tranche, among others. The transaction backs $274.6 million of first‑lien HELOCs originated by Figure, with...
SPMO: March Rebalance Brings 54% Portfolio Turnover, Added Earnings Risk
Invesco’s S&P 500 Momentum ETF (SPMO) received a “hold” rating after its March 2026 rebalance, which drove portfolio turnover to 54% and lifted technology exposure to 44% of assets. The fund now shows an estimated 26.93% EPS growth for the coming...