News•Feb 26, 2026
Fox Factory Holding Corp (FOXF) Q4 2025 Earnings Call Transcript
Fox Factory reported fiscal Q4 2025 revenue of $361.1 million, a 2.3% increase, and full‑year sales of $1.47 billion, up 5.3%. Gross margin slipped to 28.3% from 28.9% amid product‑mix shifts and tariff headwinds, and the company recorded a $295 million non‑cash goodwill impairment. Management outlined a Phase Two profit‑optimization plan targeting $50 million of cost reductions and announced divestitures of Phoenix, Shock Therapy, UTV and Geyser businesses, with proceeds earmarked for debt reduction. FY 2026 guidance reflects a modest sales contraction but aims for a 13.7% adjusted EBITDA margin at the midpoint, supported by a new transformation committee.
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News•Feb 26, 2026
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...
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News•Feb 26, 2026
Asure Software Inc (ASUR) Q4 2025 Earnings Call Transcript
Asure Software reported Q3 2025 revenue of $36.3 million, a 24% year‑over‑year increase, driven by strong growth across payroll, benefits, recruiting and time‑and‑attendance solutions. Recurring revenue rose 11% to $31.8 million, while professional services and hardware revenue jumped to $4.4...
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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
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
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
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...
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News•Feb 26, 2026
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...
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News•Feb 26, 2026
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...
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News•Feb 26, 2026
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...
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News•Feb 26, 2026
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...
By Eurasianet
News•Feb 26, 2026
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...
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News•Feb 26, 2026
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...
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News•Feb 26, 2026
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...
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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
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...
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News•Feb 26, 2026
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...
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News•Feb 26, 2026
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%...
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News•Feb 26, 2026
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...
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News•Feb 26, 2026
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,...
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News•Feb 26, 2026
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...
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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
Loar Holdings Inc (LOAR) Q4 2025 Earnings Call Transcript
Loar Holdings reported record Q2 2025 sales of $123 million, a 13% year‑over‑year increase driven by commercial aftermarket, OEM and defense segments. Adjusted EBITDA rose to a record $38.3% margin, up 220 basis points, despite added public‑company costs. Management lifted full‑year...
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News•Feb 26, 2026
Definium Therapeutics Inc (DFTX) Q4 2025 Earnings Call Transcript
Definium Therapeutics reported that its lead psychedelic candidate DT120 ODT has fully enrolled the EMERGE Phase III trial for major depressive disorder, with top‑line results expected in late Q2 2026. The VOYAGE Phase III study for generalized anxiety disorder is...
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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
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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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
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
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
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
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
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
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
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
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...
By CoreLogic – Insights
News•Feb 26, 2026
American Healthcare REIT Inc (AHR) Q4 2025 Earnings Call Transcript
American Healthcare REIT reported normalized FFO of $1.61 per share and 4.8% same‑store NOI growth for 2025, beating guidance. The company leased 5.8 million square feet, improved tenant retention, and cut G&A expenses to $45 million. Debt‑to‑EBITDA fell to 5.4x after $900 million...
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News•Feb 26, 2026
Braemar Hotels & Resorts Inc (BHR) Q4 2025 Earnings Call Transcript
Braemar Hotels & Resorts reported Q1 2019 results highlighting its luxury‑focused strategy, including the acquisition of the Ritz‑Carlton Lake Tahoe and the launch of a $50 million Enhanced Return Funding Program (ERFP). RevPAR grew 14.3% portfolio‑wide, driven by a 32.8% surge at...
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News•Feb 26, 2026
Coupang Inc (CPNG) Q4 2025 Earnings Call Transcript
Coupang reported record Q4 2023 results, with active customers reaching 21 million and a 16% year‑over‑year increase. Net revenue rose 23% to $6.6 billion, while free cash flow hit $1.8 billion and cash balances grew to $5.6 billion. Adjusted EBITDA for the quarter was...
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News•Feb 26, 2026
Puma Biotechnology Inc (PBYI) Q4 2025 Earnings Call Transcript
Puma Biotechnology reported total 2025 revenue of $75.5 million, driven by $59.9 million net product revenue from its HER2‑positive breast cancer drug NERLYNX and a surge in royalty income to $15.6 million after a large shipment to a Chinese partner. Ex‑U.S. inventory rose...
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News•Feb 26, 2026
Hertz Global Holdings Inc (HTZ) Q4 2025 Earnings Call Transcript
Hertz Global Holdings reported $2.5 billion in Q4 2025 revenue and a $190 million adjusted corporate EBITDA, marking a $350 million year‑over‑year improvement and the first positive EPS in two years. Fleet utilization reached 84%, the highest since 2018, despite a 2% recall rate...
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News•Feb 26, 2026
Rocket Companies Inc (RKT) Q4 2025 Earnings Call Transcript
Rocket Companies forecast adjusted Q4 2025 revenue of roughly $2.1 billion, driven by the recent Redfin and Mr. Cooper acquisitions. Operating expenses are expected to rise to about $2 billion, reflecting integration costs and severance. The Redfin deal now fuels 13% of...
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News•Feb 26, 2026
Rackspace Technology Inc (RXT) Q4 2025 Earnings Call Transcript
Rackspace reported Q3 GAAP revenue of $671 million, a 1% sequential increase but a 1% year‑over‑year decline, beating the midpoint of its guidance. Non‑GAAP operating profit rose 17% sequentially to $32 million, while private‑cloud bookings grew 5% YoY, driven by major enterprise...
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News•Feb 26, 2026
IQIYI Inc (IQ) Q4 2025 Earnings Call Transcript
iQIYI reported total revenue of RMB 6.7 billion for Q4 2025, a modest 1% sequential increase driven primarily by premium long‑form dramas and a 48% jump in distribution revenue from theatrical investments. Membership services rose 3% sequentially, while online advertising slipped 2% as...
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News•Feb 26, 2026
Baidu Inc (BIDU) Q4 2025 Earnings Call Transcript
Baidu posted a modest 2% year‑over‑year decline in Q4 total revenue to RMB 34.1 billion, while its AI‑focused businesses accelerated. AI Cloud revenue jumped 26% YoY to RMB 7.1 billion, driven by strong ERNIE API adoption that rose 178% quarter‑over‑quarter. Consumer products also performed...
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News•Feb 26, 2026
Oportun Financial Corp (OPRT) Q4 2025 Earnings Call Transcript
Oportun Financial Corp reported a fifth straight quarter of GAAP profitability, posting $25 million net income for 2025 and an 89% jump in adjusted EPS to $1.36. Credit quality improved, with the annualized net charge‑off rate at 12.3% and secured personal...
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News•Feb 26, 2026
Kymera Therapeutics Inc (KYMR) Q4 2025 Earnings Call Transcript
Kymera Therapeutics reported Q4 2025 revenue of $2.8 million, entirely from its Gilead collaboration, while maintaining a cash balance of $978.7 million that extends runway into the second half of 2028. Adjusted R&D and G&A expenses fell 7% and 3% quarter‑over‑quarter, respectively....
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News•Feb 26, 2026
Geopolitics in the Evaluation of International Scientific Collaboration
Recent randomized surveys of US policymakers and scientists reveal a pronounced “China penalty” in grant evaluations. When the only variable changed is the collaborator’s nationality, support for US‑China proposals drops sharply compared with identical US‑Germany proposals, with unconditional approval falling...
By CEPR — VoxEU
News•Feb 26, 2026
Payoneer Global Inc (PAYO) Q4 2025 Earnings Call Transcript
Payoneer reported a record 2025, processing $87 billion in volume across 190 markets and delivering $900‑$940 million revenue ex‑interest for 2026, reflecting 12% growth despite a 300‑basis‑point headwind from its Stripe checkout migration. B2B revenue surged 28% to represent 30% of revenue,...
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News•Feb 26, 2026
Acme United Corp (ACU) Q4 2025 Earnings Call Transcript
Sun Communities reported FY 2025 core FFO of $6.68 per share, topping the high end of its guidance, and a Q4 core FFO of $1.40. The REIT lowered net debt to EBITDA to 3.4x, repaid over $3.3 billion of debt, and...
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News•Feb 26, 2026
Nerdy Inc (NRDY) Q4 2025 Earnings Call Transcript
Nerdy Inc. posted Q4 2025 revenue of $49.1 million, a 2% year‑over‑year increase that topped the upper end of its guidance range. The company delivered a positive non‑GAAP adjusted EBITDA of $1.3 million, surpassing expectations and improving margin by more...
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