OraSure Technologies Inc (OSUR) Q4 2025 Earnings Call Transcript
LivaNova reported Q4 2025 revenue of $361 million, a 9.5% constant‑currency increase, and delivered adjusted EPS of $0.86, marking its fifth straight year of double‑digit earnings growth. The cardiopulmonary segment grew 10% year‑over‑year, propelled by ESSENCE heart‑lung machine placements, while epilepsy revenue rose 9% on the back of stronger global sales and a 48% Medicare reimbursement boost for VNS Therapy. The company announced FDA approval of a cloud‑based digital health platform, outlined a 2026 outlook of 6‑7% revenue growth and $4.15‑$4.25 EPS, and highlighted significant debt reduction and a cash balance of $636 million.
Euroseas Ltd (ESEA) Q4 2025 Earnings Call Transcript
Euroseas Ltd reported Q4 2025 revenue of $57.4 million, up 7.7% year‑over‑year, and net income of $40.5 million, driven by higher charter rates and a $9.2 million vessel‑sale gain. Adjusted EBITDA rose 24% to $40.7 million, while the board increased the annual dividend 7%...
Dine Brands Global Inc (DIN) Q4 2025 Earnings Call Transcript
Dine Brands Global reported Q3 2025 revenue up 10.8% to $216.2 million, while adjusted EBITDA fell to $49 million amid temporary restaurant closures and higher G&A costs. Applebee’s delivered 3.1% comparable‑sales growth and 22.9% off‑premise sales share, whereas IHOP posted a 1.5%...
Seadrill Ltd (SDRL) Q4 2025 Earnings Call Transcript
Seadrill reported Q4 2025 revenue of $176 million and adjusted EBITDA of $109 million, while posting a $4.7 million net loss due to a $23 million charter settlement. The company booked an $11.3 million gain on the sale of a Suezmax tanker, delivering about $26 million...
Steven Madden Ltd (SHOO) Q4 2025 Earnings Call Transcript
Steven Madden reported mixed Q3 2025 results, with consolidated revenue rising 6.9% to $667.9 million thanks largely to the Kurt Geiger acquisition, while core wholesale revenue fell 10.7% amid steep China‑U.S. tariffs. Direct‑to‑consumer sales exploded 76.6% year‑over‑year, offsetting margin pressure as gross margin...
Hamilton Beach Brands Holding Co (HBB) Q4 2025 Earnings Call Transcript
Hamilton Beach Brands reported Q4 2025 revenue of $212.9 million, essentially flat year‑over‑year, while gross margin surged to 28.3%, up 220 basis points YoY and more than 700 basis points sequentially. Operating profit rose 8% to $25.4 million, driven by strong commercial growth (over 15% annual...
Newmark Group Inc (NMRK) Q4 2025 Earnings Call Transcript
Newmark Group reported a 25.9% revenue jump to $863.5 million in Q3 2025, with double‑digit growth across all major lines. Capital markets revenue surged 59.7% as debt volumes rose 129% and investment‑sale activity jumped 67%. The company completed the RealFoundations acquisition, launched...
Centuri Holdings Inc (CTRI) Q4 2025 Earnings Call Transcript
Centrus Energy reported FY 2025 revenue of $448.7 million, a modest 1.5% increase, with gross profit rising 5% to $117.5 million and net income of $77.8 million. Growth was driven by a 21% jump in SWU sales, while uranium revenue...
LifeStance Health Group Inc (LFST) Q4 2025 Earnings Call Transcript
LifeStance Health reported 2021 revenue of $668 million, a 77% year‑over‑year increase, and generated $49 million in adjusted EBITDA. The company expanded its clinician base to 4,790, a 55% rise, and now operates in 32 states with over 500 centers. Telehealth accounted...
Root Inc (ROOT) Q4 2025 Earnings Call Transcript
Root Inc. reported a record‑setting 2025, with revenue up 29% and net income rising 30% to $40 million, driven by a 1,619% jump in gross written premium and a doubling of policies‑in‑force. The company’s AI‑enhanced pricing lifted average customer lifetime value...
Chatham Lodging Trust (CLDT) Q4 2025 Earnings Call Transcript
Chatham Lodging Trust reported mixed Q3 results and outlined a Q4 outlook marked by modest RevPAR declines and steady earnings. The REIT sold five low‑performing hotels at roughly a 6% cap rate, repurchased about 500,000 shares at $6.85, and expanded...
United Therapeutics Corp (UTHR) Q4 2025 Earnings Call Transcript
United Therapeutics reported record Q4 2025 revenue of $800 million, a 7% year‑over‑year increase driven by double‑digit growth of its Tyvaso DPI inhaler and Orenitram. The company unveiled new 80‑112 µg Tyvaso DPI cartridges, expanding dosing flexibility, and highlighted unprecedented results from...
Barrett Business Services Inc (BBSI) Q4 2025 Earnings Call Transcript
Barrett Business Services reported an 8.6% increase in gross billings to $2.32 billion for Q4 2025, driven by strong PEO growth and a record addition of 10,400 worksite employees, up 6.1% year‑over‑year. Net income per diluted share rose 7% to $0.79,...
Arko Corp. (ARKO) Q4 2025 Earnings Call Transcript
Arko Corp reported Q3 2025 adjusted EBITDA of $75.2 million, down year‑over‑year but above the midpoint of its guidance, while net income rose to $13.5 million. The company highlighted progress on its dealerization program, converting 350 stores and targeting over...
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...
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...
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...
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...
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...
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%...
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...
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...
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...
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...
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...
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,...
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....
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...
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...
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,...
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...
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....
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...
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...
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...
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...
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...