GoodRx Holdings Inc (GDRX) Q4 2025 Earnings Call Transcript
GoodRx reported full‑year 2024 revenue of $792.3 million, a 6% year‑over‑year increase, with Q4 revenue of $198.6 million. Adjusted EBITDA rose 20% to $260.2 million, and the adjusted EBITDA margin expanded to 32.8%, up 420 basis points. Prescription‑transaction revenue grew 5% driven by a 7% rise in monthly active consumers, while pharma‑manufacturer solutions revenue jumped 26% to $107.2 million. The company announced 2025 revenue guidance of $810‑$840 million and highlighted strategic initiatives around integrated savings, brand partnerships, and e‑commerce expansion.
Essential Utilities Inc (WTRG) Q4 2025 Earnings Call Transcript
Select Water Solutions reported $1.4 billion in consolidated revenue for 2025 and a record adjusted EBITDA of $260 million, exceeding its guidance. The Water Infrastructure segment posted a 54% gross margin in Q4 and is projected to grow 20‑25% year‑over‑year in 2026,...
Chord Energy Corp (CHRD) Q4 2025 Earnings Call Transcript
Ichor Holdings reported fourth‑quarter 2025 revenue of $223.6 million, slightly down sequentially but above the midpoint of its outlook, and finished the fiscal year with $948 million in revenue, a 12% year‑over‑year increase driven by strong etch and deposition sales. Gross margin...
Uzbekistan Looks West for Help in Developing Entrepreneurial Spirit
Uzbekistan announced a partnership with Harvard, Stanford and the London School of Economics to launch the "Next Generation Entrepreneurs" program, overseen by the Youth Affairs Agency. The initiative targets at least 40,000 students with business‑management training, while the top 1,000...
Urban Outfitters Inc (URBN) Q4 2026 Earnings Call Transcript
Urban Outfitters reported a record third‑quarter revenue of $1.5 billion, up 12% year‑over‑year, and net income of $116 million, a 13% increase. All five brands posted positive comparable sales, with the Urban brand delivering a 13% global comp and Anthropologie achieving its...
Synopsys Inc (SNPS) Q1 2026 Earnings Call Transcript
Synopsys reported record FY 2025 revenue of $7.05 billion, a 15% increase, and a backlog exceeding $11 billion, driven by the recent ANSYS acquisition and strong hardware‑assisted verification demand. The company guided FY 2026 revenue of $9.56‑$9.66 billion, with ANSYS expected to contribute $2.9 billion and...
UWM Holdings Corp (UWMC) Q4 2025 Earnings Call Transcript
United Fire Group reported a record‑setting 2025 year, delivering $67 million underwriting profit, a 9% rise in net written premium to $1.3 billion, and a combined ratio of 94.8%. Investment income jumped 20% to $98 million, pushing return on equity to 13.7%, the...
Carlsmed Inc (CARL) Q4 2025 Earnings Call Transcript
Carlisle Companies reported fiscal Q4 2025 revenue of $1.1 billion, a modest 0.4% increase, bringing full‑year sales to $5 billion. Adjusted earnings per share fell 13% to $3.90 in the quarter, while adjusted EBITDA margin slipped to 22.1%. The firm generated over...
Photronics Inc (PLAB) Q1 2026 Earnings Call Transcript
Photronics reported Q2 FY2025 revenue of $211 million, flat sequentially and 3% below a year ago, staying within its guidance range. High‑end IC sales rose 2% and now represent 38% of IC revenue, while mainstream IC revenue fell 6% amid weak...
Allot Ltd (ALLT) Q4 2025 Earnings Call Transcript
Gilat Satellite Networks reported a 75% year‑over‑year revenue jump to $137 million in Q4 2025, delivering $451.7 million for the full year, driven by strong commercial, defense, and Peru segments. Adjusted EBITDA rose 50% to $18.2 million in the quarter, while GAAP gross...
Marriott Vacations Worldwide Corp (VAC) Q4 2025 Earnings Call Transcript
Marriott Vacations Worldwide reported strong Q4 2025 results, with adjusted EBITDA up 9% to $1.4 billion and full‑year adjusted EBITDA rising 8% to $5.38 billion. The company expanded its portfolio to nearly 1.78 million rooms across 9,800 properties, adding a record 610,000‑room pipeline...
Aspen Aerogels Inc (ASPN) Q4 2025 Earnings Call Transcript
Aspen Aerogels reported Q4 2025 revenue of $41.3 million, bringing full‑year sales to $271.1 million. The company ended 2025 with $158.6 million in cash, but posted a GAAP net loss of $389.6 million and a negative $18 million adjusted EBITDA...
Avista Corp (AVA) Q4 2025 Earnings Call Transcript
Avista Corp reported consolidated earnings of $1.01 per diluted share year‑to‑date, a 30% decline from 2024, while its utility segment posted a 15% earnings increase to $1.03 per share. The company reaffirmed its 2025 consolidated earnings guidance of $2.52‑$2.72, indicating...
NerdWallet Inc (NRDS) Q4 2025 Earnings Call Transcript
Newmark Group reported record Q4 2025 revenue of $1.0 billion, up 15.3% year‑over‑year, and adjusted EPS of $0.68, surpassing guidance by $0.04. Leasing hit a billion‑dollar annual milestone while management and servicing revenues topped $1.24 billion, driven by AI‑enhanced data platforms and...
Cactus Inc (WHD) Q4 2025 Earnings Call Transcript
The Honest Company finished 2025 with a strategic pull‑back from apparel, direct‑to‑consumer fulfillment, and its Canadian business, sharpening its focus on wipes, personal‑care and a leaner diaper line. Reported revenue fell to $371.3 million, yet adjusted gross margin rose to 38.7%...
California Water Service Group (CWT) Q4 2025 Earnings Call Transcript
Watts Water Technologies reported record Q4 and full‑year 2025 results, with organic sales up 8% in the quarter and 5% for the year, and reported sales rising 16% and 8% respectively. Adjusted operating margin improved to 19.6% year‑end, while adjusted...
Innoviz Technologies Ltd (INVZ) Q4 2025 Earnings Call Transcript
Innoviz Technologies reported record first‑half 2025 revenue of $27.1 million, a 46% YoY increase, and reduced Q2 cash burn to $7.3 million while holding $79.4 million in cash. The company reaffirmed its full‑year revenue target of $50‑$60 million and raised its NRE booking outlook...
Uzbekistan Resilient Electricity Transmission Project
The Asian Infrastructure Investment Bank (AIIB) approved the procurement plan for Uzbekistan’s Resilient Electricity Transmission Project on February 25, 2026, committing 100% financing for a $1.324 million consulting package. Two contracts were cleared: a $24,000 individual consultancy and a $1.3 million project‑preparation...
Amarin Corporation PLC (AMRN) Q4 2025 Earnings Call Transcript
Amarin reported Q4 2024 revenue of $62.3 million, down from a year earlier as U.S. VASCEPA sales fell under generic pressure. Internationally, the company added pricing and reimbursement wins in Europe and grew partnership revenue, boosting total 2024 revenue to $228.6 million....
Arcus Biosciences Inc (RCUS) Q4 2025 Earnings Call Transcript
ArcBest reported Q4 2025 consolidated revenue of $973 million, a 3% decline year‑over‑year, and non‑GAAP EPS fell to 36 cents. The asset‑based segment posted flat per‑day revenue but modest shipment and tonnage growth, while the asset‑light unit achieved breakeven operating results thanks...
Ellington Financial Inc (EFC) Q4 2025 Earnings Call Transcript
Principal Financial Group delivered a strong full‑year 2025 performance, posting adjusted non‑GAAP EPS growth of 12% and reported EPS growth near 20%, beating its own targets. Operating margins expanded to 31% and ROE rose to 15.7%, the high end of...
Climb Global Solutions Inc (CLMB) Q4 2025 Earnings Call Transcript
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 description services. The Reservoir Description segment posted $92.3 million in revenue with a 14% operating margin, while Production Enhancement revenue...
Taboola.com Ltd (TBLA) Q4 2025 Earnings Call Transcript
Taboola.com Ltd reported Q3 2025 revenue of $496.8 million, a 15% year‑over‑year increase, driven by stronger advertiser adoption of its Realize platform. Ex‑TAC gross profit rose 6.3% to $176.8 million and adjusted EBITDA reached $48.2 million, delivering a 27.3% margin....
TKO Group Holdings Inc (TKO) Q4 2025 Earnings Call Transcript
TKO Group Holdings reported Q3 2025 revenue of $1.12 billion, a 27% decline driven by the loss of On Location Olympic revenue, while adjusted EBITDA surged 59% to $360 million, lifting the margin to 32%. The company secured a seven‑year, $7.7 billion UFC...
Angel Oak Mortgage REIT Inc (AOMR) Q4 2025 Earnings Call Transcript
Angel Oak Mortgage REIT reported a second consecutive year of double‑digit net interest income growth, with NII rising 11% YoY to $41.1 million and GAAP net income jumping 53% to $44 million. Operating expenses fell 15.5% year over year, while loan purchases...
Crescent Energy Co (CRGY) Q4 2025 Earnings Call Transcript
Crescent Energy reported Q4 2025 oil and gas sales of $364 million, an 8% year‑over‑year increase, while adjusted net income held steady at $46 million. A $445 million divestiture program generated a $294 million pretax gain, lifting GAAP profit to $281 million and reducing debt...
MGP Ingredients Inc (MGPI) Q4 2025 Earnings Call Transcript
Green Plains Inc. posted a dramatic turnaround in Q4 2025, delivering $49.1 million of adjusted EBITDA and $11.9 million of net income, reversing a $54.9 million loss from the prior year. Revenue fell 26.6% to $428.8 million due to plant divestitures and idling, but...
Geron Corp (GERN) Q4 2025 Earnings Call Transcript
Geron Corp reported full‑year 2025 Rytelo net revenue of $184 million, with Q4 sales of $48 million, and projected 2026 revenue between $220 million and $240 million. Operating expenses are expected to dip to $230‑$240 million, a $20 million reduction year‑over‑year, while cash balances sit at...
Nutanix Inc (NTNX) Q2 2026 Earnings Call Transcript
Nutanix reported Q1 FY2026 revenue of $671 million, up 13% YoY and within its $670‑$680 million guidance, while ARR grew 18% to $2.284 billion and NRR held at 109%. The company lowered its full‑year revenue outlook to $2.82‑$2.86 billion, citing higher‑than‑expected revenue deferral from...
What’s Next for Ukraine: Investment
Ukraine will emerge from the war burdened with massive debt, but experts Yuriy Gorodnichenko and Maurice Obstfeld argue that restructuring—potentially including outright forgiveness—is essential to attract private capital. They estimate a $40 billion annual investment gap, split between rebuilding destroyed assets,...
Skywater Technology Inc (SKYT) Q4 2025 Earnings Call Transcript
SkyWater Technology reported Q4 2024 revenue of $75.5 million with a 26.6% gross margin, beating guidance and delivering a positive EPS of $0.04. Full‑year revenue reached a record $342 million, up 19% year‑over‑year, driven by strong ATS growth and record...
Fidelis Insurance Holdings Ltd (FIHL) Q4 2025 Earnings Call Transcript
Fidelis Insurance Holdings reported its strongest underwriting results to date, posting a 79% combined ratio—its lowest as a public company—and an annualized operating ROAE of 21.4%, up five points year‑over‑year. Gross premiums written rose 8% to $798 million, while the reinsurance...
Federal Signal Corp (FSS) Q4 2025 Earnings Call Transcript
Federal Signal reported a record $555 million in net sales for Q3 2025, up 17% year‑over‑year, driven by strong organic growth in both its Environmental Solutions and Safety & Security groups. Adjusted EBITDA margin expanded to 20.9%, a 130‑basis‑point improvement, while GAAP...
Exzeo Group Inc (XZO) Q4 2025 Earnings Call Transcript
The Honest Company reported FY 2025 organic revenue of $294 million, up 5.3%, driven by 30% growth in wipes and 12% in personal care, while overall reported revenue fell 1.9% due to strategic exits of apparel, Canadian operations, and direct‑fulfillment. Adjusted...
SmartStop Self Storage REIT Inc (STSFF) Q4 2025 Earnings Call Transcript
STAG Industrial reported Q4 2025 core FFO of $0.66 per share and $2.55 for the year, a 6.3% increase YoY, driven by 5.4% same‑store cash NOI growth and record leasing activity. The company added 31 leases covering 3 million square feet,...
National Storage Affiliates Trust (NSA) Q4 2025 Earnings Call Transcript
Insight Enterprises reported Q4 2025 revenue of $2 billion, a 1% decline driven by a 4% drop in product sales and an 18% fall in on‑prem software as customers migrate to cloud. Gross profit rose 9% to a 23.4% margin, marking...
Manchester United PLC (MANU) Q2 2026 Earnings Call Transcript
Microsoft reported Q2 FY2026 revenue of $81.3 billion, a 17% constant‑currency increase, driven by a record $51.5 billion cloud segment that grew 26% and topped $50 billion for the first time. Operating income rose 21% and EPS jumped 24% to $4.14, while operating...
Agilon Health Inc (AGL) Q4 2025 Earnings Call Transcript
Agilon Health reported FY 2025 revenue of $5.93 billion but posted a negative medical margin of $57 million and an adjusted EBITDA loss of $296 million, with the medical cost trend rising to 6.5% and a $35 million operating expense reduction. Management guided 2026 revenue...
Hci Group Inc (HCI) Q4 2025 Earnings Call Transcript
Hercules Capital reported record Q4 2025 performance, originating $1.06 billion in new debt and reaching $4 billion in annual originations while expanding platform AUM to $5.7 billion, a 20.5% increase. Total investment income rose 7.9% year‑over‑year to $532.5 million, and net investment income generated...
Hayward Holdings Inc (HAYW) Q4 2025 Earnings Call Transcript
Hayward Holdings reported a 7% rise in Q3 net sales to $244 million, driven by price gains and modest volume growth, and lifted its full‑year outlook to 4‑5.5% sales growth and a 5‑7% increase in adjusted EBITDA. Gross margin expanded to...
Spok Holdings Inc (SPOK) Q4 2025 Earnings Call Transcript
SPS Commerce reported another year of growth, posting $751.5 million revenue for 2025, up 18% year‑over‑year, and a 13% increase in Q4 to $192.7 million. Recurring revenue rose 20% and adjusted EBITDA grew 24% to $231.4 million, while average revenue per user reached...
Pinnacle West Capital Corp (PNW) Q4 2025 Earnings Call Transcript
Pinnacle West Capital reported a strong 2020 despite pandemic challenges, highlighting record non‑nuclear reliability at 95.3% availability and Palo Verde’s milestone of over 1 billion megawatt‑hours, earning it the nation’s top carbon‑free producer title. The utility delivered $4.87 earnings per share,...
Sarepta Therapeutics Inc (SRPT) Q4 2025 Earnings Call Transcript
Sarepta Therapeutics reported a blockbuster fourth quarter, with ELEVIDYS gene‑therapy sales of $384 million, surpassing guidance by $60 million, and total net product revenue of $1.79 billion for 2024, up 56% year‑over‑year. The company achieved GAAP profitability and cash‑flow positivity, confirming the financial...
Schrodinger Inc (SDGR) Q4 2025 Earnings Call Transcript
Schrödinger reported Q2 FY2025 revenue of $54.8 million, up 16% year‑over‑year, driven by 15% software growth to $40.5 million and 19% drug‑discovery growth to $14.2 million. Gross margin slipped to 68% as the mix shifted toward lower‑margin services and new predictive‑toxicology investments. Net...
Array Technologies Inc (ARRY) Q4 2025 Earnings Call Transcript
Array Technologies reported Q3 2025 revenue of $393 million, a 70% year‑over‑year increase, driven by 74% volume growth and strong new‑product adoption. Adjusted gross margin held at 28.1% despite tariff and commodity pressures, while adjusted EBITDA rose 55% to $72 million. The...
Bristow Group Inc (VTOL) Q4 2025 Earnings Call Transcript
Bristow Group reported Q3 2025 adjusted EBITDA of $67.1 million, up $6.4 million sequentially, and total revenue increasing by $9.9 million, led by strong Government and Other Services performance. Offshore Energy Services revenue slipped $2.4 million, partially offset by higher utilization in the Americas....
Red Robin Gourmet Burgers Inc (RRGB) Q4 2025 Earnings Call Transcript
Red Robin Gourmet Burgers reported a 3.3% drop in comparable restaurant sales for Q4 2025, driven by a 3.6% traffic decline despite a modest 0.3% rise in average check. Total revenue fell to $269 million, yet adjusted EBITDA surged 53% year‑over‑year...
ACADIA Pharmaceuticals Inc (ACAD) Q4 2025 Earnings Call Transcript
ACADIA Pharmaceuticals reported record adjusted 2025 revenue of $1.08 billion, up 14% year‑over‑year, driven by strong performance of NUPLAZID and DAYBUE. The company forecast 2026 total revenue between $1.22 billion and $1.28 billion, with NUPLAZID sales expected to reach $760‑$790 million and DAYBUE $460‑$490 million....
StandardAero, Inc. (SARO) Q4 2025 Earnings Call Transcript
StandardAero reported a record $6.05 billion in 2025 revenue, up 15.8% year‑over‑year, driven by double‑digit organic growth across its Engine Services and Component Repair segments. Adjusted EBITDA rose 17% to $888 million and free cash flow surged to $209 million, reflecting stronger pricing,...
OUTFRONT Media Inc (OUT) Q4 2025 Earnings Call Transcript
Quad/Graphics (OUT) posted Q4 2025 results with net sales of $631 million, a 5.7% decline driven by weaker paper and logistics volumes. Adjusted EBITDA fell to $55 million for the quarter and $196 million for the year, while adjusted diluted EPS held at...