Middleby Corp (MIDD) Q4 2025 Earnings Call Transcript
Middleby Corp completed the sale of a 51% stake in its Residential Kitchen segment, generating $565 million in cash and retaining a 49% interest. The company accelerated share repurchases, buying back $960 million of stock and cutting the share count by roughly 9%. Q4 results showed $866 million in revenue, $197 million adjusted EBITDA and strong margins in Commercial Foodservice and Food Processing, which posted a record $410 million backlog. Management outlined a 2026 outlook of $3.3 billion revenue, $9.3 adjusted EPS and a Food Processing spin‑off slated for Q2.
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....
Emergent BioSolutions Inc (EBS) Q4 2025 Earnings Call Transcript
Emergent BioSolutions reported a successful completion of its stabilization phase, cutting net debt by $156 million and improving leverage to 3.3x adjusted EBITDA. Adjusted EBITDA surged to $183 million, a $205 million swing from the prior year, while operating cash...
GigaCloud Technology Inc (GCT) Q4 2025 Earnings Call Transcript
GigaCloud Technology reported record Q3 2025 revenue of $333 million, a 10% year‑over‑year increase, and a quarterly EPS of $0.99. Growth was powered by a 70% surge in European revenue, bringing the region to $100 million, while product revenue rose 16% YoY...
Playtika Holding Corp (PLTK) Q4 2025 Earnings Call Transcript
Playtika reported $604.6 million revenue for Q3 2025, with GAAP net income of $39.1 million and adjusted EBITDA up 30% sequentially. Direct‑to‑consumer (D2C) revenue reached a record $209.3 million, representing 31% of total revenue and moving toward a 40% target within two years. Disney Solitaire,...
Shenandoah Telecommunications Co (SHEN) Q4 2025 Earnings Call Transcript
Shenandoah Telecommunications reported Q2 2025 revenue of $88.6 million, driven by a 40.5% jump in Glo Fiber sales to $19.8 million and a record addition of 5,700 new fiber subscribers. Adjusted EBITDA climbed 21.9% to $28.4 million, lifting the margin to 32% as...
Viatris Inc (VTRS) Q4 2025 Earnings Call Transcript
Viatris reported Q4 2025 revenue of $3.76 billion, a 1% decline year‑over‑year, but achieved 1% operational revenue growth when the indoor‑facility impact is excluded. Strong commercial performance drove double‑digit sales gains in Greater China (+9%), emerging markets (+7%) and Europe (+1%)....
NCR Voyix Corp (VYX) Q4 2025 Earnings Call Transcript
NCR Voyix reported Q4 2025 revenue of $720 million, a 6% increase year‑over‑year, with adjusted EBITDA rising 17% to $130 million and margin expanding to 18.1%. Retail revenue grew 9% while the restaurant segment remained flat, and platform sites reached 80,000, up...
Willdan Group, Inc (WLDN) Q4 2025 Earnings Call Transcript
Willdan Group reported its strongest quarter ever in Q4 2019, with contract revenue jumping 49.7% to $129.4 million and net revenue rising 51.8% to $61 million. The Energy segment led the surge, posting an 84.5% increase in net revenue, while adjusted EBITDA more...
Main Street Capital Corp (MAIN) Q4 2025 Earnings Call Transcript
Main Street Capital reported a GAAP net loss of $14.4 million for Q4 2025, but generated adjusted distributable earnings of $0.15 per share, bringing full‑year adjusted earnings to $0.64 per share. The loan portfolio expanded 13% to $2.7 billion, driven by 32...
Syndax Pharmaceuticals Inc (SNDX) Q4 2025 Earnings Call Transcript
Ascendis (SNDX) reported €720 million total 2025 revenue, driven by €477 million from Yorvipath and €206 million from Skytrofa. Q4 operating profit hit €10 million and cash flow reached €73 million, leaving €616 million in cash at year‑end. Management guided 2026 operating cash flow of roughly...
Nuscale Power Corp (SMR) Q4 2025 Earnings Call Transcript
Fluor Corporation reported $12 billion in new awards for 2025, with 87 % structured as reimbursable contracts, while deploying $754 million in share repurchases and receiving $2 billion from its NuScale Power investment. The Energy Solutions segment posted a $414 million loss, driven primarily by...
Hilton Grand Vacations Inc (HGV) Q4 2025 Earnings Call Transcript
Hilton Grand Vacations reported fourth‑quarter 2020 revenue of $233 million, a 5% sequential increase, and adjusted EBITDA of $35 million (excluding a $3 million CARES Act credit). The company posted a net loss of $143 million, driven by a $209 million non‑cash land impairment. Contract...
MBIA Inc (MBI) Q4 2025 Earnings Call Transcript
MBIA Inc. reported a markedly narrower Q4 2018 GAAP loss of $7 million, driven by reduced loss‑adjustment expenses on its Puerto Rico exposure and lower LAE across structured‑finance assets. The company completed a restructuring of COFINA bonds, cutting insured debt service exposure...
National Health Investors Inc (NHI) Q4 2025 Earnings Call Transcript
National MI (NMI Holdings) reported a record 2025 year, posting $388.9 million net income (up 8%), diluted EPS of $4.92 (up 11%) and a 16.2% return on equity. Insurance in force reached $221.4 billion, a 5.4% year‑over‑year increase, while fourth‑quarter new insurance...
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...
BioLife Solutions Inc (BLFS) Q4 2025 Earnings Call Transcript
BioLife Solutions reported 2025 revenue of $96.2 million, a 29% year‑over‑year increase, driven largely by its biopreservation media (BPM) franchise which now represents 85% of total sales. Adjusted EBITDA rose to $25 million (26% margin) and the company posted adjusted net income...
Terawulf Inc (WULF) Q4 2025 Earnings Call Transcript
Terawulf Inc. reported a transformative 2025, shifting from Bitcoin mining to a power‑backed high‑performance computing (HPC) platform. Revenue rose 20% to $168.5 million, driven by $12.8 billion of credit‑enhanced HPC lease contracts and $6.5 billion of new financing. Adjusted HPC margin reached 77%...
Brinks Co (BCO) Q4 2025 Earnings Call Transcript
Fortune Brands Innovations (FBIN) announced a CEO transition, with board member Amit Banati taking over from Nicholas Fink in May, while Chair Susan Kilsby will act as interim CEO. 2025 total sales slipped 3% to $4.5 billion and operating income fell...
AvePoint Inc (AVPT) Q4 2025 Earnings Call Transcript
AvePoint reported Q4 2025 revenue of $114.7 million, up 29% year‑over‑year, driven by SaaS revenue of $88.9 million representing 78% of total sales. Annual recurring revenue climbed to $416.8 million, with net new ARR of $26.8 million—a 48% increase and a record quarter. The...
Amphastar Pharmaceuticals Inc (AMPH) Q4 2025 Earnings Call Transcript
Amphastar Pharmaceuticals reported full‑year 2025 net revenues of $719.9 million, a modest 2% decline, while its flagship product Baqsimi grew 12% to $185.4 million. The company secured FDA approval for ipratropium bromide HFA (AMP‑007), gaining 180‑day generic exclusivity, and announced a major...
Kimbell Royalty Partners LP (KRP) Q4 2025 Earnings Call Transcript
Kimbell Royalty Partners reported Q4 2025 production of 25,627 BOE per day and adjusted EBITDA of $64.8 million, while proved reserves rose 8% to a record 73 million BOE. The company declared a $0.37 per unit distribution, a 6% increase, classified entirely as return of...
Charter’s Video Sub Gains Fuel Earnings Optimism
Charter Communications reported its first quarterly video subscriber increase since 2020, adding roughly 44,000 net video customers in Q4 2025. The gain sparked optimism on earnings calls at Nexstar, Sinclair and AMC Networks, which highlighted the role of bundled over‑the‑top...
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...
Pacira Biosciences Inc (PCRX) Q4 2025 Earnings Call Transcript
Pacira BioSciences reported a record $726 million in total 2025 revenue and an all‑time high non‑GAAP gross margin of 80%, driven by growth in its flagship product EXPAREL. EXPAREL sales rose 7% year‑over‑year to $155.8 million, though the increase was partially offset...
Where Food Comes From Inc (WFCF) Q4 2025 Earnings Call Transcript
Where Food Comes From Inc. posted a modest revenue dip to $7 million in the quarter, down $92,000 year‑over‑year, but net income more than doubled to $1.1 million thanks largely to a $946,000 gain from the Progressive Beef sale. Verification and certification...
Ecovyst Inc (ECVT) Q4 2025 Earnings Call Transcript
Ecovyst reported Q2 2025 Ecoservices sales of $176 million, a 14% year‑over‑year increase driven by higher sulfur pass‑throughs and the newly acquired Wagaman site. Adjusted EBITDA reached just under $56 million, surpassing the top end of its non‑GAAP guidance. The company closed...
DENTSPLY SIRONA Inc (XRAY) Q4 2025 Earnings Call Transcript
Dentsply Sirona reported Q4 2025 revenue of $961 million, a 6.2% reported increase and 2.5% constant‑currency growth, while adjusted EBITDA margin slipped to 14.1%. The company recorded a $144 million non‑cash goodwill impairment and discontinued its $128 million annual dividend to prioritize debt...
Monster Beverage Corp (MNST) Q4 2025 Earnings Call Transcript
Monster Beverage reported record fourth‑quarter net sales of $1.81 billion, a 4.7% year‑over‑year increase and 7.8% on a currency‑neutral basis. Gross profit margin rose to 55.3% (55.5% excluding alcohol‑brand inventory reserves), while operating income fell 12.2% to $381.2 million due to a...
Goldman Sachs BDC Inc (GSBD) Q4 2025 Earnings Call Transcript
Goldman Sachs reported a 27% rise in annual earnings per share to $51.32, driven by record $41.5 billion global banking revenue and strong performance across investment banking, FICC, equities, and asset‑wealth management. Return metrics improved, with quarterly ROE at 16% and...
Alpha Teknova Inc (TKNO) Q4 2025 Earnings Call Transcript
Alpha Teknova reported Q4 2025 revenue of $10.5 million, a 9% year‑over‑year increase and the fifth consecutive quarter of growth, driven primarily by its Lab Essentials catalog line. Lab Essentials revenue rose 16% to $8.3 million, while Clinical Solutions revenue slipped 13%...
Teleflex Inc (TFX) Q4 2025 Earnings Call Transcript
Teleflex reported 2025 adjusted EPS of $6.98, an 8.7% increase, while outlining a $2.03 billion divestiture plan that will net roughly $1.8 billion after tax. Management pledged to allocate $1 billion to share repurchases and use the remaining $800 million to reduce debt, bolstering...
Hudson Pacific Properties Inc (HPP) Q4 2025 Earnings Call Transcript
Hudson Pacific Properties reported a transformative 2025, completing roughly $330 million of strategic asset sales and over $2 billion of capital transactions that doubled its liquidity to $934 million. The REIT reduced net debt by 22%, improved its debt‑to‑book ratio to 31.9%, and...
Sempra (SRE) Q4 2025 Earnings Call Transcript
Sempra reported adjusted Q3 2025 EPS of $1.11, a 25% year‑over‑year rise, while GAAP earnings fell to $0.12 per share because of a $514 million non‑recurring tax charge. The company reaffirmed its 2025‑2026 adjusted EPS guidance and highlighted a $10 billion sale...
Purecycle Technologies Inc (PCT) Q4 2025 Earnings Call Transcript
PureCycle Technologies reported Q4 2025 revenue of $2.7 million, marking a fourth consecutive quarter of sequential growth, while achieving record production at its Denver (14 million lb processed) and Ironton (7.5 million lb produced) facilities. The company reduced feedstock procurement costs by $0.06 per pound,...
Tactical Agreement Proving Elusive for Central Asian States Grappling with Water Deficit
Central Asian states recognize an urgent water shortage as they pursue water‑intensive projects like nuclear plants, data centers and expanded mining. Upstream nations Kyrgyzstan and Tajikistan control most supplies, while downstream Kazakhstan, Turkmenistan and Uzbekistan depend on irrigation, creating a...
PubMatic Inc (PUBM) Q4 2025 Earnings Call Transcript
PubMatic reported a 9% year‑over‑year revenue increase for 2024, with underlying Q4 growth of 16% after excluding a DSP‑related headwind and political ad boost. CTV surged to 20% of quarterly revenue, more than doubling its share, while adjusted EBITDA margin...
Privia Health Group Inc (PRVA) Q4 2025 Earnings Call Transcript
Privia Health reported a robust 2025, with implemented providers rising 12.3% to 5,380 and attributed lives increasing 22.7% to 1.54 million. Practice collections grew 16.9% to $3.47 billion and adjusted EBITDA surged 38.8% to $125.5 million, delivering a 130% free‑cash‑flow conversion. The company...
Talen Energy Corp (TLN) Q4 2025 Earnings Call Transcript
Talen Energy reported adjusted EBITDA of $1.035 billion and adjusted free cash flow of $524 million for 2025, with Q4 cash flow surpassing the entire 2024 level. The company reaffirmed its 2026 guidance, targeting $1.75‑$2.05 billion EBITDA and $980‑$1.18 billion free cash flow, while...
Compass Inc (COMP) Q4 2025 Earnings Call Transcript
Compass reported a 25.9% year‑over‑year revenue increase in Q4 2024 and generated $16.7 million of adjusted EBITDA, rising to $20.9 million when excluding Christie's acquisition costs. The broker added 669 principal agents in the quarter, boosting its net principal agent count by...
Northern Territory Hails Record Gold Production Amid Exploration Push
The Northern Territory recorded a $1.7 billion gold output in 2024/25, aiming for a $2 billion target. Mining Minister Gerard Maley stressed that the region remains under‑explored and called for intensified prospecting to sustain future projects. The government also seeks to broaden...
Thai AirAsia Pins Growth Hopes on China, Long-Haul Markets
Thai AirAsia is targeting 6‑9% year‑on‑year revenue growth in 2026, driven by an expected 23.5 million passengers and an 85% load factor. The carrier will add five Airbus A320s to launch new China‑Chiang Mai services and expand fifth‑freedom routes. It is also...
Nvidia Has Another Record Quarter Amid Record Capex Spends
Nvidia posted a record $68 billion quarter, a 73% year‑over‑year increase, driven largely by its data‑center business. Data‑center revenue reached $62 billion, split between $51 billion in compute and $11 billion in networking products, pushing full‑year revenue to $215 billion. The company still reports no...
Steve Madden Won’t Give Profit Guidance as Planned Due to Supreme Court Tariff Ruling
Steve Madden announced it will not issue profit guidance for 2026 after the U.S. Supreme Court invalidated President Trump’s emergency‑powers tariffs. The ruling introduced significant uncertainty around trade costs, prompting CEO Edward Rosenfeld to postpone the company’s full financial forecast....
Carriage Services Announces Strong Fourth Quarter and Full Year 2025 Results and Issues 2026 Guidance
Carriage Services reported a strong fourth quarter and full‑year 2025, with GAAP diluted EPS jumping 55% to $3.25 and adjusted EPS up 21% to $3.20. Total revenue rose 3.3% year‑over‑year to $417.4 million, driven by higher funeral contract volume and a...
Modi’s Israel Visit Underscores Deep Ties
Indian Prime Minister Narendra Modi began a two‑day state visit to Israel, meeting Prime Minister Benjamin Netanyahu, addressing the Knesset and touring Yad Vashem. The trip underscores a decade‑long transformation of India‑Israel relations into a deep strategic partnership, with Israel now...
SEACOR Marine Announces Fourth Quarter 2025 Results
SEACOR Marine reported fourth‑quarter 2025 operating revenues of $52.3 million, a 25% decline from the same period last year, and posted an operating loss of $5.2 million. Direct vessel profit fell to $9.7 million and net loss narrowed to $14.6 million, or $0.57 per...
Power Generation Lifts Meralco’s 2025 Profit by 12%
Manila Electric Co. (Meralco) posted a record 2025, with consolidated core net income rising 12% to P50.57 billion, surpassing its P50 billion profit target. The boost came primarily from its power‑generation arm, which grew its share of profit to 33% and contributed...
Kneat Achieves Record Revenue for Fourth Quarter and Full Year 2025
Kneat reported record Q4 2025 revenue of $17.0 million, a 24% increase year‑over‑year, and total 2025 revenue of $63.3 million, up 29%. SaaS sales surged 29% in the quarter and 33% for the full year, pushing annual recurring revenue to $74.1 million. Adjusted...
DIRTT Reports Fourth Quarter 2025 Financial Results and Provides 2026 Guidance
DIRTT Environmental Solutions reported fourth‑quarter 2025 revenue of $50.9 million, a 4 % year‑over‑year increase, and adjusted EBITDA of $6.2 million, aligning with its guidance range. The quarter posted a net loss of $3.7 million after one‑time lease impairment and higher reorganization costs, while...