News•Feb 26, 2026
MidCap Financial Investment Corp (MFIC) Q4 2025 Earnings Call Transcript
MidCap Financial Investment Corp reported Q4 2025 GAAP net income of $54.3 million ($0.42 per share) and distributable earnings of $27.8 million ($0.27 per share). The REIT acquired $1.9 billion of loans and securities, expanding its Agency MBS portfolio by over 50% and adding $443 million of Non‑QM loans. Management highlighted expense reductions, a preferred‑stock‑funded share buyback at a 33% discount to economic book value, and a run‑rate ROE target of 10‑11% for 2026. The company expects macro‑friendly conditions and callable securitization liquidity to drive earnings growth next year.
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News•Feb 26, 2026
Ducommun Inc (DCO) Q4 2025 Earnings Call Transcript
Ducommun reported a record $212.6 million Q3 revenue, up 6% year‑over‑year, and achieved a new high gross margin of 26.6%. The defense segment drove growth, expanding 13% with missiles up 21%, while commercial aerospace fell 10% amid Boeing and Spirit destocking....
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News•Feb 26, 2026
Why Adjustable-Rate Mortgages Are Surging in a Falling-Rate Market
Adjustable‑rate mortgages (ARMs) have surged to about 21% of U.S. mortgage originations, the highest share in three years, even as rates fall. In high‑cost states such as California, ARMs account for over 31% of loans, driven by a widening affordability...
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News•Feb 26, 2026
Organogenesis Holdings Inc (ORGO) Q4 2025 Earnings Call Transcript
Organogenesis Holdings posted a record fourth‑quarter 2025, delivering $225.1 million in net product revenue, a 78% year‑over‑year increase driven largely by an 83% surge in advanced wound‑care sales. Gross profit rose to 78% of revenue and GAAP operating income jumped 519%...
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News•Feb 26, 2026
Concentra Group Holdings Parent Inc (CON) Q4 2025 Earnings Call Transcript
Concentrix reported fourth‑quarter 2025 revenue of $2.55 billion, a 3.1% constant‑currency increase that exceeded the high end of guidance. Non‑GAAP operating income rose to $323 million with a 12.7% margin, and adjusted free cash flow reached $626 million for the year, up 32%,...
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News•Feb 26, 2026
Vistance Networks Inc (VISN) Q4 2025 Earnings Call Transcript
Vistance Networks completed the CCS divestiture to Amphenol, using the proceeds to retire all debt, redeem preferred equity and declare a $10‑per‑share special cash distribution. The company posted a 40% jump in full‑year net sales to $1.93 billion, with Q4 core...
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News•Feb 26, 2026
Hagerty Inc (HGTY) Q4 2025 Earnings Call Transcript
Hagerty Inc. reported Q3 2025 revenue of $380 million, an 18% year‑over‑year increase, propelled by 16% written‑premium growth and strong State Farm policy conversions. Operating profit jumped 240% to $34 million, lifting margins to 9% and net income to $46 million, a 143%...
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News•Feb 26, 2026
Compania De Minas Buenaventura SAA (BVN) Q4 2025 Earnings Call Transcript
Compania de Minas Buenaventura reported Q2 2025 EBITDA of $130 million and net income of $91 million, driven by a 28% rise in copper output while silver and gold fell 11% and 17% respectively. The San Gabriel project reached 88% completion with $82 million CapEx...
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News•Feb 26, 2026
Delcath Systems Inc (DCTH) Q4 2025 Earnings Call Transcript
Delcath Systems reported record 2025 revenue of $85.2 million, driven by over 40% volume growth and 28 REMS‑certified treatment centers. Gross margins held at 85% for Q4 and 86% for the full year, while adjusted EBITDA turned positive to $25.1 million and...
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News•Feb 26, 2026
PAR Technology Corp (PAR) Q4 2025 Earnings Call Transcript
PAR Technology reported Q4 2025 revenue of $120.1 million, up 14% year over year, driven by strong subscription services and modest hardware growth. Annual recurring revenue reached $315.4 million, a 15% organic increase, with subscription revenue representing 63% of total. The company...
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News•Feb 26, 2026
Tecnoglass Inc (TGLS) Q4 2025 Earnings Call Transcript
Tecnoglass Inc. trimmed its 2025 revenue midpoint guidance by $20 million after commercial construction invoicing slowed, with roughly half of the shortfall expected to roll into 2026. The company faces sharply higher aluminum input costs—LME prices up 15% and U.S. premiums...
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News•Feb 26, 2026
Russian Religious Networks and Armenia’s Church-State Confrontation
Armenian Prime Minister Nikol Pashinyan has intensified a clash with senior Armenian Apostolic Church leaders, accusing them of serving Russian intelligence and undermining sovereignty. The dispute highlights Moscow’s use of religious networks as soft‑power tools across the post‑Soviet space, especially...
By Eurasianet
News•Feb 26, 2026
MannKind Corp (MNKD) Q4 2025 Earnings Call Transcript
MannKind reported a record Q4 2024 with $77 million in revenue and a full‑year total of $286 million, a 43% increase year‑over‑year. Afrezza sales grew 17% to $64 million, and the company announced a pediatric filing for the inhaled insulin in the first...
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News•Feb 26, 2026
Nuveen Churchill Direct Lending Corp (NCDL) Q4 2025 Earnings Call Transcript
Nuveen Churchill Direct Lending Corp reported Q4 2025 results, posting net investment income of $0.44 per share and a slight dip in total investment income to $50 million. Gross originations surged to $59.4 million, while leverage remained at the upper end of...
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News•Feb 26, 2026
Nelnet Inc (NNI) Q4 2025 Earnings Call Transcript
Navient reported Q4 2025 core EPS of $0.02 and a full‑year core loss of $0.35 per share, while exceeding its $400 million expense‑reduction target, delivering a 40% drop in operating costs and adding $2 billion of projected future cash flow. Earnest’s loan...
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News•Feb 26, 2026
Hormel Foods Corp (HRL) Q1 2026 Earnings Call Transcript
Hormel Foods reported fiscal 2025 first‑quarter results with organic net sales up 1% to $3 billion and adjusted earnings per share of $0.35. Growth was led by value‑added brands such as SPAM, Applegate, and Black Label Bacon, while the Planters snack...
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News•Feb 26, 2026
USA TODAY Co Inc (TDAY) Q4 2025 Earnings Call Transcript
USA TODAY Co. reported Q4 2025 revenue of $585 million, down 5.8% year‑over‑year, while adjusted EBITDA rose 16.6% to $91.1 million, marking its strongest profitability in four years. Digital revenues hit an all‑time high, representing 47% of total revenue and driving a...
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News•Feb 26, 2026
Alta Equipment Group Inc (ALTG) Q4 2025 Earnings Call Transcript
Align Technology reported a record $1.05 billion Q4 2025 revenue, up 5.3% year‑over‑year, driven by strong clear‑aligner sales and expanding Systems & Services. Non‑GAAP operating margin improved to 26.1%, the highest since 2021, while cash balances rose to $1.09 billion. The company...
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News•Feb 26, 2026
Applied Optoelectronics Inc (AAOI) Q4 2025 Earnings Call Transcript
Applied Optoelectronics reported $103 million in Q2 2025 revenue, matching its guidance and showing modest sequential growth. Gross margin held at 30.4%, in line with the forecast, while a non‑GAAP loss of $0.16 per share missed the targeted loss range due to...
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News•Feb 26, 2026
EMCOR Group Inc (EME) Q4 2025 Earnings Call Transcript
EMCOR Group reported record third‑quarter revenue of $4.3 billion, up 16.4% year‑over‑year, and diluted EPS of $6.57, a 13.3% increase. Operating margin reached 9.4%, at the top of management’s range, while remaining performance obligations hit a record $12.6 billion, 29% higher than...
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News•Feb 26, 2026
Rhythm Pharmaceuticals Inc (RYTM) Q4 2025 Earnings Call Transcript
Rhythm Pharmaceuticals reported a strong Q4 2025, with product revenue rising to $57.3 million—a 12% sequential increase and 37% year‑over‑year growth. Full‑year revenue jumped 50% to $194.8 million, driven by expanding U.S. sales and broader international access for IMCIVREE. The company highlighted...
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News•Feb 26, 2026
Cytek Biosciences Inc (CTKB) Q4 2025 Earnings Call Transcript
Cytek Biosciences reported Q3 2025 revenue of $52.3 million, a modest 2% year‑over‑year increase driven by strong APAC growth and expanding recurring service and reagent streams. The company posted a net loss of $5.5 million and adjusted EBITDA of $2.5...
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News•Feb 26, 2026
Wolverine World Wide Inc (WWW) Q4 2025 Earnings Call Transcript
Wolverine World Wide reported full‑year 2025 revenue of $1.874 billion, a 7% increase, and adjusted EPS of $1.35, up 53% year‑over‑year. Gross margin expanded to 47.3% driven by lower supply‑chain costs and tariff mitigation, while net debt fell $81 million to $415 million....
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News•Feb 26, 2026
Expensify Inc (EXFY) Q4 2025 Earnings Call Transcript
Exponent (EXPO) reported Q4 2025 revenue of $147.4 million, an 8% year‑over‑year increase, and net income of $24.8 million, up 5% despite a shorter quarter. EBITDA margin improved to 26.8% as technical headcount rose 5% and utilization reached 69%. The Engineering &...
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News•Feb 26, 2026
Solventum Corp (SOLV) Q4 2025 Earnings Call Transcript
Solventum Corp reported Q4 FY2025 results, posting 3.5% organic sales growth and $2.0 billion in revenue, though reported sales fell 3.7% because of the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5% and adjusted operating income...
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News•Feb 26, 2026
Zscaler Inc (ZS) Q2 2026 Earnings Call Transcript
Zscaler reported Q1 FY2026 revenue of $788 million, a 20% year‑over‑year increase, and annual recurring revenue (ARR) surpassing $3.2 billion, up 26% YoY. AI‑security ARR exceeded its $400 million target three quarters early, growing over 80% and is projected to top $500 million by...
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News•Feb 26, 2026
Nexpoint Real Estate Finance Inc (NREF) Q4 2025 Earnings Call Transcript
NexPoint Residential Trust reported a Q4 2025 net loss of $10.3 million ($0.41 per share), an improvement from the $26.9 million loss a year earlier, while total revenue slipped to $62.1 million and NOI fell 4.7% to $37.1 million. The REIT repurchased 223,000 shares...
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News•Feb 26, 2026
Installed Building Products Inc (IBP) Q4 2025 Earnings Call Transcript
Installed Building Products reported a record $778 million in Q3 2025 revenue, up 2% year‑over‑year, driven by a 30% surge in heavy‑commercial sales. Adjusted EBITDA reached a new high of $140 million, delivering an 18% margin, while adjusted gross margin...
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News•Feb 26, 2026
Lantheus Holdings Inc (LNTH) Q4 2025 Earnings Call Transcript
Lantheus reported Q4 2025 revenue of $406.8 million and full‑year revenue of $1.54 billion, while announcing a strategic pivot to PET radiodiagnostics after completing the SPECT divestiture. The company highlighted acquisitions of Neuraceq and OCTEVY, positioning Neuraceq for triple‑digit growth and targeting...
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News•Feb 26, 2026
Eos Energy Enterprises Inc (EOSE) Q4 2025 Earnings Call Transcript
DMC Global reported Q4 2025 consolidated sales of $143.5 million, a 6% YoY decline, and a negative adjusted EBITDA of $1.6 million. Net debt fell 67% to $18.7 million, the lowest since the 2021 Arcadia acquisition, while cash stood at $32 million. All three...
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News•Feb 26, 2026
Bain Capital Specialty Finance Inc (BCSF) Q4 2025 Earnings Call Transcript
Bain Capital Specialty Finance reported net investment income of $0.45 per share, delivering a 10.3% annualized yield on book value and exceeding its regular dividend by 7%. The board declared a total Q4 dividend of $0.45 per share, translating to...
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News•Feb 26, 2026
MP Materials Corp (MP) Q4 2025 Earnings Call Transcript
MP Materials announced a $400 million convertible preferred equity investment and a $150 million low‑interest loan from the U.S. Department of Defense, making the DOD its largest shareholder. The company set a $110 per‑kilogram price floor for NDPR‑containing products and will expand U.S....
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News•Feb 26, 2026
Vipshop Holdings Ltd (VIPS) Q4 2025 Earnings Call Transcript
Vipshop Holdings reported Q4 2025 net revenue of RMB 21.4 billion, a 3.4% year‑over‑year increase, driven by an 11% rise in active Super VIP members who now account for 51% of online spend. Gross margin slipped to 23% as higher incentives pressured profitability,...
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News•Feb 26, 2026
Relay Therapeutics Inc (RLAY) Q4 2025 Earnings Call Transcript
Heron Therapeutics reported full‑year 2025 net product sales of $155 million and adjusted EBITDA of $14.7 million, surpassing its guidance. Acute Care drove growth, with ZYNRELEF revenue up 48% YoY and the franchise expanding 57% overall, helped by the CrossLink IGNITE incentive program,...
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News•Feb 26, 2026
Nautilus Biotechnology Inc (NAUT) Q4 2025 Earnings Call Transcript
Nautilus Biotechnology reported a 23% drop in operating expenses to $15.4 million for Q4 2025, driven by lower R&D and administrative costs, while ending the quarter with $156.1 million in cash and a reduced cash burn of $50.2 million. The...
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News•Feb 26, 2026
Castle Biosciences Inc (CSTL) Q4 2025 Earnings Call Transcript
Castle Biosciences reported $344.2 million revenue for 2025, beating its own guidance, and projected $340‑$350 million for 2026. Core test volumes surged, with TissueCypher reports up 86% to 39,014 and total reports reaching 105,053, while DecisionDx‑Melanoma grew modestly 9%. The company posted...
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News•Feb 26, 2026
KBR Inc (KBR) Q4 2025 Earnings Call Transcript
KBR reported a solid fourth‑quarter 2020, highlighting a 20% increase in government and technology backlog and a 15% rise in adjusted EBITDA. The company emphasized its transition to Sustainable Technology Solutions, targeting over $1 billion in revenue and mid‑teens margins for...
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News•Feb 26, 2026
Cars.com Inc (CARS) Q4 2025 Earnings Call Transcript
Carvana reported a record 596,006 retail units sold in 2025, a 43% increase year‑over‑year, and Q4 revenue of $5.6 billion, up 58%. Adjusted EBITDA hit a new quarterly high of $511 million, while net income surged to $951 million, largely due to a...
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News•Feb 26, 2026
D-Wave Quantum Inc (QBTS) Q4 2025 Earnings Call Transcript
D‑Wave Quantum reported fiscal 2025 revenue of $24.6 million, up 179% year‑over‑year, driven by $16.2 million in system sales and $5.5 million in QCaaS subscriptions. Bookings jumped 471% in Q4 to $13.4 million after a €10 million multiyear contract, while the sales pipeline expanded nearly...
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News•Feb 26, 2026
Nomad Foods Ltd (NOMD) Q4 2025 Earnings Call Transcript
Nomad Foods reported a strong fourth‑quarter 2020, posting 9.5% organic revenue growth and a 31.5% gross‑margin – the highest in over two years. Adjusted EBITDA rose to EUR119 million and adjusted EPS to EUR0.38, while free cash flow hit a record...
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News•Feb 26, 2026
Enovis Corp (ENOV) Q4 2025 Earnings Call Transcript
EnPro Industries reported a strong fourth‑quarter 2025, with revenue climbing 14.3% to $295.4 million and adjusted EBITDA rising 19.2% to $69.4 million, delivering adjusted diluted EPS of $1.99, up nearly 27%. Both Sealing Technologies and Advanced Surface Technologies posted double‑digit sales growth,...
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News•Feb 26, 2026
Arbe Robotics Ltd (ARBE) Q4 2025 Earnings Call Transcript
Arbe Robotics reported Q4 2025 revenue of $300,000, a three‑fold increase year‑over‑year, while narrowing its operating loss to $11.5 million and maintaining a strong cash position of $52.6 million. The company highlighted progress toward four OEM design wins slated for the next...
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News•Feb 26, 2026
Biodesix Inc (BDSX) Q4 2025 Earnings Call Transcript
Biodesix reported fourth‑quarter 2021 revenue of $7.2 million and total 2021 revenue of $54.5 million, a 20% year‑over‑year increase driven by strong growth in its core lung‑diagnostic portfolio. Core lung‑test sales jumped 49% to $18.7 million, while COVID‑19 testing revenue collapsed, lifting the...
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News•Feb 26, 2026
J M Smucker Co (SJM) Q3 2026 Earnings Call Transcript
J.M. Smucker reported a $75 million coffee tariff hit in Q3, which will flip to a tailwind in FY 2027, while its Sweet Baked Snacks segment beat top‑line expectations but missed profit targets due to transition costs. The company lowered full‑year net‑sales...
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News•Feb 26, 2026
CRA International Inc (CRAI) Q4 2025 Earnings Call Transcript
CRA International reported record Q3 2025 revenue of $185.9 million, up 10.8% year‑over‑year, driven by strong growth across seven of its eleven practices and a 30.3% surge in international revenue. Non‑GAAP net income, EPS and EBITDA all rose double‑digits, while utilization...
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News•Feb 26, 2026
D Market Elektronik Hizmetler Ve Ticaret AS (HEPS) Q4 2025 Earnings Call Transcript
Hepsiburada reported a 57% year‑on‑year increase in gross merchandise volume (GMV) and 63% revenue growth for Q2 2022 on an unadjusted basis, but inflation‑adjusted figures showed a 10% GMV decline and a 6% revenue dip. The company posted positive free cash...
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News•Feb 26, 2026
Palmer Square Capital BDC Inc (PSBD) Q4 2025 Earnings Call Transcript
Palmer Square Capital BDC reported Q3 2025 results, deploying $138.7 million of capital across 28 new commitments while generating $13.6 million of net investment income that fully covered its $0.42 per‑share total dividend. The firm posted a NAV of $15.39 per share, reaffirmed...
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News•Feb 26, 2026
Figs Inc (FIGS) Q4 2025 Earnings Call Transcript
FIGS reported record Q4 2025 net revenue of $201.9 million, a 33% year‑over‑year increase, driven by a surge in active customers to 2.9 million and a 9% rise in average order value. International sales exploded 55% as the company entered China...
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News•Feb 26, 2026
Krispy Kreme Inc (DNUT) Q4 2025 Earnings Call Transcript
Krispy Kreme reported fourth‑quarter 2024 revenue of $404 million, reflecting 21% year‑over‑year growth despite a cyber‑security breach that trimmed $11 million of sales and $10 million of adjusted EBITDA. The company added more than 2,800 new delivered‑fresh‑daily (DFD) doors, driving a 34% increase...
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News•Feb 26, 2026
Acushnet Holdings Corp (GOLF) Q4 2025 Earnings Call Transcript
Acushnet reported Q4 2019 revenue of $368 million, a 7% year‑over‑year increase, and full‑year sales of $1.7 billion, up 3% (5% in constant currency). Adjusted EBITDA rose to $240 million, and the company returned over $70 million to shareholders, raising its quarterly dividend 11%...
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