News•Feb 25, 2026
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% comparable‑sales decline but achieved its first positive traffic quarter in years. The company announced a 63% dividend cut and a $50 million share‑repurchase program, and accelerated its dual‑brand rollout, targeting roughly 80 locations by year‑end 2026 with 1.5‑2.5× sales lifts.
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
Soleno Therapeutics Inc (SLNO) Q4 2025 Earnings Call Transcript
Soleno Therapeutics reported $190.4 million in net revenue for fiscal 2025, representing less than nine months of commercial sales of its VICAT XR therapy. The company turned profitable, posting $20.9 million net income and generating $48.7 million of operating cash in Q4, ending the...
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
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....
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
Trade Desk Inc (TTD) Q4 2025 Earnings Call Transcript
Nvidia announced a return to the consumer PC market with new low‑power system‑on‑chip devices slated for Dell, Lenovo and other OEMs. The chips combine CPU and GPU functions, aiming to extend battery life and diversify Nvidia’s revenue beyond data centers....
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News•Feb 25, 2026
FS KKR Capital Corp (FSK) Q4 2025 Earnings Call Transcript
KKR reported record fundraising in 2025, raising $129 billion and reaching over 80% of its $300 billion target for 2024‑2026. Fee‑related earnings per share rose to $1.08, with management fees up 24% YoY, driving a 68% FRE margin. The firm announced a...
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News•Feb 25, 2026
Amerisafe Inc (AMSF) Q4 2025 Earnings Call Transcript
Amerisafe Inc. reported Q4 2025 earnings with an 11.7% quarterly increase in gross premium written and a 6.7% year‑over‑year rise, driven by strong voluntary premium growth and a 93.7% renewal retention rate. The insurer posted a 18.5% return on equity...
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News•Feb 25, 2026
VSE Corp (VSEC) Q4 2025 Earnings Call Transcript
VSE Corp announced a definitive agreement to acquire Aero 3 for $350 million in cash, a deal slated to close in Q4 2025. The third‑quarter results showed revenue jumping 39% to $283 million and adjusted EBITDA rising 58% to $47 million, pushing the adjusted EBITDA...
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News•Feb 25, 2026
CS Disco Inc (LAW) Q4 2025 Earnings Call Transcript
Knowles Corporation reported Q4 2025 revenue of $162 million, a 14% year‑over‑year rise that topped the high end of its guidance, and earnings per share of $0.36, up 33% YoY. Full‑year revenue reached $593 million, a 7% increase, while adjusted EBITDA grew...
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
Circle Internet Group Inc (CRCL) Q4 2025 Earnings Call Transcript
Centerspace reported solid Q4 2025 results, with same‑store NOI up 3.5% and revenue rising 1% despite a modest occupancy dip. The company completed $493 million of portfolio transactions, entered Salt Lake City, expanded Fort Collins, and trimmed exposure in Minneapolis. Guidance...
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News•Feb 25, 2026
Ramaco Resources Inc (METC) Q4 2025 Earnings Call Transcript
Warrior Met Coal reported record Q4 and full‑year 2025 production and sales, driven by the early, on‑budget launch of the Blue Creek longwall mine. Revenue rose to $384 million and net income surged to $23 million, while adjusted EBITDA increased 75% to...
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News•Feb 25, 2026
Kennedy-Wilson Holdings Inc (KW) Q4 2025 Earnings Call Transcript
Kennedy-Wilson Holdings reported a record $30 billion in assets under management, a 70% increase since 2021, and deployed $1.7 billion of new capital in Q2, bringing year‑to‑date deployment to $2.6 billion. The firm generated $250 million in cash from non‑core asset sales, exceeding its...
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News•Feb 25, 2026
SM Energy Co (SM) Q4 2025 Earnings Call Transcript
SM Energy announced that its merger will create a top‑10 U.S. independent oil producer with roughly 526,000 barrels of oil equivalent per day and 1.5 billion BOE of pro forma proved reserves. The combined entity will hold over 800,000 net acres,...
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News•Feb 25, 2026
HNI Corp (HNI) Q4 2025 Earnings Call Transcript
HNI Corp reported third‑quarter 2025 non‑GAAP EPS of $1.10, a 7% year‑over‑year increase, and posted a record non‑GAAP operating margin of 10.8%. Workplace furnishings sales rose 3% organically, with segment margin surpassing 12% after a 40‑basis‑point improvement. Management reaffirmed its...
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News•Feb 25, 2026
Service Properties Trust (SVC) Q4 2025 Earnings Call Transcript
Service Properties Trust reported Q2 2025 results highlighting a rapid hotel disposition program, with non‑refundable deposits received for 111 Sonesta hotels worth $900 million and three additional hotels pending at $20 million. The company expects total 2025 hotel sales of $966 million, representing an...
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News•Feb 25, 2026
Procept Biorobotics Corp (PRCT) Q4 2025 Earnings Call Transcript
Procept Biorobotics reported a 48% year‑over‑year revenue increase to $79.2 million in Q2 2025, driven by strong U.S. growth and a 58% surge in handpiece and consumable sales. Gross margin expanded to 65.4%, up 640 basis points, while adjusted EBITDA loss narrowed...
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News•Feb 25, 2026
A Tale of Two Financial Centres: Brexit Uncertainty and the Fragility of Cross-Border Capital Flows
A new firm‑level study of Swiss‑UK capital linkages finds that the Brexit referendum’s surge in policy uncertainty sharply reduced short‑term debt flows from Swiss‑resident firms to the United Kingdom, while equity investments remained stable. The contraction is driven almost entirely...
By CEPR — VoxEU
News•Feb 25, 2026
Revolution Medicines Inc (RVMD) Q4 2025 Earnings Call Transcript
Revolution Medicines reported that its lead KRAS inhibitor doraxonrasib secured breakthrough therapy, orphan drug, and a FDA National Priority Voucher, underscoring its potential in pancreatic cancer. Phase I data revealed median overall survival of 13.1‑15.6 months and a 47% objective...
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News•Feb 25, 2026
Agilent Technologies Inc (A) Q1 2026 Earnings Call Transcript
Agilent Technologies reported Q1 2026 core revenue of $1.8 billion, up 4.4% year‑over‑year, and non‑GAAP earnings per share of $1.36, meeting internal expectations despite a $10 million hit from a winter storm. Operating margin held at 24.6% after a 50‑basis‑point decline, while...
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News•Feb 25, 2026
Pebblebrook Hotel Trust (PEB) Q4 2025 Earnings Call Transcript
Brookdale Senior Living reported full‑year 2025 adjusted EBITDA of $458 million, a 19% increase and the fourth straight year of double‑digit growth. Occupancy rose to an 82.5‑83.5% weighted average, the highest level since early 2020, while RevPAR grew 5.7% and adjusted...
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News•Feb 25, 2026
LivaNova PLC (LIVN) Q4 2025 Earnings Call Transcript
Harley‑Davidson reported a 28% drop in Q4 2025 revenue and a $361 million operating loss, driven by steep declines in both the HDMC and HDFS segments. Full‑year revenue fell 14% to $4.5 billion, while dealer inventory was cut 17% globally, surpassing its...
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News•Feb 25, 2026
Energy Recovery Inc (ERII) Q4 2025 Earnings Call Transcript
FrontView REIT reported Q4 2025 results with occupancy approaching 99% and annualized base rent (ABR) rising to $62.9 million, up $1.6 million from the prior quarter. The REIT completed seven acquisitions at an average 7.5% cap rate and funded its 2026 net‑acquisition...
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News•Feb 25, 2026
Green Brick Partners Inc (GRBK) Q4 2025 Earnings Call Transcript
Green Brick Partners posted a record 898 net orders in Q3 2025, driving 953 home closings and net income of $78 million, though earnings per share fell 11% to $1.77. Gross margin slipped to 31.1% but stayed above 30%, aided by...
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News•Feb 25, 2026
Hovnanian Enterprises Inc (HOV) Q1 2026 Earnings Call Transcript
Hovnanian Enterprises reported third‑quarter fiscal 2025 revenue of $801 million, an 11% year‑over‑year increase driven by higher deliveries. Adjusted EBITDA reached $77 million, topping the high end of management guidance, while adjusted gross margin slipped to 17.3% due to a rise in...
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News•Feb 25, 2026
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%...
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News•Feb 25, 2026
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%...
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News•Feb 25, 2026
FTAI Aviation Ltd (FTAI) Q4 2025 Earnings Call Transcript
Fortress Transportation and Infrastructure Investors (FTAI) reported a sharp decline in 2020 results, with adjusted EBITDA falling to $243.3 million, down 51% from 2019, and normalized funds available for distribution (FAD) dropping to $147.9 million. The company announced a 23rd...
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News•Feb 25, 2026
St Joe Co (JOE) Q4 2025 Earnings Call Transcript
St. Joe Company posted a 63% revenue jump and a 130% surge in net income for 2025, driven by a 94% rise in residential revenue and higher home‑site pricing. Residential gross margins climbed to 53% from 39%, while leasing and...
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
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,...
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
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....
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News•Feb 25, 2026
Ironwood Pharmaceuticals Inc (IRWD) Q4 2025 Earnings Call Transcript
IQVIA reported fourth‑quarter 2025 revenue of $4.34 billion, a 10.3% year‑over‑year increase, driven by strong organic growth and roughly two percentage points from recent acquisitions. Adjusted EBITDA rose 5% to $1.046 billion and adjusted diluted EPS climbed 9.6% to $3.42. The company...
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News•Feb 25, 2026
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,...
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News•Feb 25, 2026
Trinity Capital Inc (TRIN) Q4 2025 Earnings Call Transcript
Trinity Industries reported a full‑year EPS of $3.14, a 73% increase driven largely by a $1.5 per‑share gain from a railcar partnership restructuring. Revenue reached $2.2 billion, while the Leasing and Services segment posted a 53% rise in operating profit thanks...
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News•Feb 25, 2026
Golar LNG Ltd (GLNG) Q4 2025 Earnings Call Transcript
Golar LNG reported Q4 2025 revenue of $87.5 million and full‑year revenue of $340 million, with adjusted net income of $23.3 million ($0.43 per share). The company declared a $0.75 per share dividend – its 18th consecutive payout – yielding roughly 11.5%. A...
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News•Feb 25, 2026
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...
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News•Feb 25, 2026
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,...
By CEPR — VoxEU
News•Feb 25, 2026
Universal Health Services Inc (UHS) Q4 2025 Earnings Call Transcript
Universal Health Services reported a 10% same‑facility EBITDA increase in Q2 2025, driven by higher acute‑care pricing and a 5.7% rise in net revenue. Adjusted patient days grew, especially in behavioral outpatient services, while cash flow from operations fell $167 million year‑over‑year....
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News•Feb 25, 2026
Starwood Property Trust Inc (STWD) Q4 2025 Earnings Call Transcript
Starwood Property Trust reported a $225 million cash‑out refinancing gain on its Florida multifamily portfolio, effectively extracting four times the original equity and hinting at a potential $1.5 billion upside. The firm completed its fourth CRE CLO, pricing at 165 basis points...
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News•Feb 25, 2026
Permian Resources Corp (PR) Q4 2025 Earnings Call Transcript
Permian Resources reported record Q2 execution, delivering 385,000 boe/d total production and 176,500 bpd of oil, surpassing its own forecasts. The company closed a $600 million Apache bolt‑on, integrating the assets within weeks and adding roughly 900 bpd of oil. Fitch...
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News•Feb 25, 2026
Xperi Inc (XPER) Q4 2025 Earnings Call Transcript
Xperi reported Q4 2025 revenue of $112 million, down year‑over‑year after the expiration of a large minimum‑guarantee with Panasonic. Adjusted EBITDA fell to $23 million (21% margin) and non‑GAAP EPS slipped to $0.28, but operating cash flow rose to $8...
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News•Feb 25, 2026
TWFG Inc (TWFG) Q4 2025 Earnings Call Transcript
Employers Holdings reported Q4 2025 gross premiums of $156.8 million, an 11% decline driven by weaker new business and audit premiums, while losses and LAE jumped 18.7% to $134.4 million. Net investment income rose 17.6% to $31.4 million after a strategic portfolio rebalancing...
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News•Feb 25, 2026
Sterling Infrastructure Inc (STRL) Q4 2025 Earnings Call Transcript
The Honest Company reported FY 2025 organic revenue of $294 million, a 5.3% increase driven by strong wipes and personal‑care consumption. Reported revenue fell 1.9% to $371.3 million as the company exited apparel, Canadian operations and direct‑fulfillment, resulting in a net loss...
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News•Feb 25, 2026
Ibotta Inc (IBTA) Q4 2025 Earnings Call Transcript
Ibotta reported Q4 2025 revenue of $83.3 million, a 16% year‑over‑year decline, and non‑GAAP gross margin of 80%, down roughly 800 basis points. The company highlighted strong traction for its LiveLift pilots, with an 83% re‑up rate, and announced a...
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