News•Feb 24, 2026
Sila Realty Trust Inc (SILA) Q4 2025 Earnings Call Transcript
Sila Realty Trust reported a solid Q2 2025 performance, highlighted by an EBITDARM coverage ratio of 5.31x and a 99.2% lease occupancy after removing the Stoughton asset. Cash NOI rose 1.7% to $41.9 million, while AFFO per diluted share slipped to $0.54, a 2.7% YoY decline. The REIT leveraged its $568.8 million liquidity to close $75 million in acquisitions and repurchased $7.3 million of stock at $24.90 per share. Management reaffirmed a $0.40 quarterly dividend and a 74% AFFO payout, underscoring confidence in cash flow stability despite modest earnings headwinds.
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News•Feb 24, 2026
UFP Technologies Inc (UFPT) Q4 2025 Earnings Call Transcript
UFP Technologies reported Q4 2025 revenue of $154.6 million, up 6.5% year‑over‑year, driven by 7.3% growth in its MedTech segment. A labor‑force disruption at the AJR Illinois plant added $3 million in costs, pulling gross margin down to 27.7% and shaving $0.28...
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News•Feb 24, 2026
Postal Realty Trust Inc (PSTL) Q4 2025 Earnings Call Transcript
Postal Realty Trust reported Q2 2025 results that lifted full‑year AFFI guidance to $1.24‑$1.26 per share and raised same‑store cash NOI guidance to a 79% range. The REIT added 127 properties for over $60 million at a 7.8% weighted‑average cap rate...
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News•Feb 24, 2026
Albany International Corp (AIN) Q4 2025 Earnings Call Transcript
Albany International reported Q4 2025 revenue of $1.2 billion and full‑year sales of $4.6 billion, the strongest top line since 2012. Adjusted EBITDA rose 11% YoY to $232 million in the quarter and $859 million for the year, pushing the margin to 19.7%, a...
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News•Feb 24, 2026
Rocky Brands Inc (RCKY) Q4 2025 Earnings Call Transcript
Rocky Brands reported record‑setting Las Vegas results in Q4 2025, with net revenue of $505 million and adjusted EBITDA of $231 million, pushing the adjusted EBITDA margin to 45.8%. Consolidated figures also rose, delivering $511.8 million in revenue and $213 million in adjusted EBITDA, while free‑cash‑flow...
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News•Feb 24, 2026
Trex Company Inc (TREX) Q4 2025 Earnings Call Transcript
Terex completed its merger with REV Group, forming a standalone specialty vehicles segment and unlocking $75 million in annual run‑rate synergies. The company delivered Q4 2025 net sales of $1.3 billion, a 6% year‑over‑year increase, and an operating margin of 9.3%. Full‑year...
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News•Feb 24, 2026
CECO Environmental Corp (CECO) Q4 2025 Earnings Call Transcript
Orion Engineered Carbons reported 2025 full‑year EBITDA of $248 million, surpassing its outlook thanks to stronger‑than‑expected Q4 volumes, especially in the Specialty segment. The company generated $55 million of free cash flow, driven by $64 million of working‑capital improvements and a $46 million reduction...
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News•Feb 24, 2026
Realty Income Corp (O) Q4 2025 Earnings Call Transcript
Realty Income reported a 4.8% increase in AFFO per share for 2024, delivering a 10.2% total operational return supported by a 5.4% dividend yield. The REIT invested $3.9 billion at a 7.4% weighted‑average cash yield, with Q4 AFFO per share of...
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News•Feb 24, 2026
First Solar Inc (FSLR) Q4 2025 Earnings Call Transcript
First Solar reported record 2025 module shipments of 17.5 GW, a 24% increase year‑over‑year, and net sales of $5.2 billion at the top of its guidance range. Gross margin fell to 41% from 44% due to tariff costs and under‑utilized overseas plants,...
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News•Feb 24, 2026
Global Industrial Co (GIC) Q4 2025 Earnings Call Transcript
Global Industrial reported Q2 2025 revenue of $358.9 million, up 3.2% year‑over‑year, and posted a record gross margin of 37.1%, a 190‑basis‑point improvement. Operating income reached $33.5 million, lifting operating margin to 9.3% as strategic accounts drove growth while smaller...
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News•Feb 24, 2026
Day One Biopharmaceuticals Inc (DAWN) Q4 2025 Earnings Call Transcript
Day One Biopharmaceuticals reported a breakout 2025, with Ojemda generating $155.4 million in net product revenue—a 172% year‑over‑year increase—and over 4,600 prescriptions. The company achieved its first profitability milestone as Ojemda’s revenue exceeded combined cost of sales and SG&A, while ending...
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News•Feb 24, 2026
CareDx Inc (CDNA) Q4 2025 Earnings Call Transcript
CareDx reported Q4 2025 revenue of $108.4 million, up 25% year‑over‑year, propelled by testing services and a 47% surge in patient‑digital solutions. Adjusted EBITDA fell 34% because of a $6.7 million one‑time executive bonus, while cash balances reached $201 million and the company...
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News•Feb 24, 2026
NRG Energy Inc (NRG) Q4 2025 Earnings Call Transcript
NRG Energy reported a 32% year‑over‑year rise in adjusted EPS to $2.78 and a record $1.205 billion adjusted EBITDA for Q3 2025, driven by strong performance in its Texas and smart‑home segments. Free cash flow before growth hit $828 million for the...
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News•Feb 24, 2026
Revolve Group Inc (RVLV) Q4 2025 Earnings Call Transcript
Revvity reported Q4 2025 revenue of $772 million, delivering 4% organic growth and a 7% rise in its diagnostics segment. Adjusted EPS came in at $1.70, topping the high end of guidance, while adjusted operating margin held at 29.7% despite...
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News•Feb 24, 2026
Istanbul North Rail Crossing Project (INRAIL)
Turkey’s Ministry of Transport and Infrastructure has secured a US$2 billion World Bank loan, part of a US$6.75 billion financing package that includes the Asian Infrastructure Investment Bank, ADB, EBRD, Islamic Development Bank and OPEC Fund. The Istanbul North Rail Crossing Project...
By AIIB – Asian Infrastructure Investment Bank – News
News•Feb 24, 2026
New Mountain Finance Corp (NMFC) Q4 2025 Earnings Call Transcript
New Mountain Finance Corp reported Q2 2025 adjusted net investment income of $0.32 per share, fully covering its quarterly dividend and underscoring the effectiveness of its dividend protection program through 2026. Net asset value slipped to $12.21 per share, a...
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News•Feb 24, 2026
BridgeBio Pharma Inc (BBIO) Q4 2025 Earnings Call Transcript
BridgeBio Pharma reported Q4 2025 revenue of $120.7 million, a surge driven primarily by Attruby net product sales of $108.1 million and expanding royalty streams. The company announced statistically significant Phase III readouts for BBP-418 in limb‑girdle muscular dystrophy and...
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News•Feb 24, 2026
Sotera Health Co (SHC) Q4 2025 Earnings Call Transcript
Sotera Health reported Q2 2025 revenue of $294 million, up 6.4% year‑over‑year, and adjusted EBITDA of $151 million, lifting the margin to 51.2%. Growth was led by Sterigenics’ 10.5% revenue increase and Nelson Labs’ 514‑basis‑point margin expansion, while Nordion delivered modest gains despite...
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News•Feb 24, 2026
Avanos Medical Inc (AVNS) Q4 2025 Earnings Call Transcript
Avanos Medical reported $178 million net sales for the quarter, with organic sales in its strategic segments rising 10% year‑over‑year. The Specialty Nutrition Systems segment posted 14.5% organic growth, while the radiofrequency ablation business achieved double‑digit expansion. The company completed the...
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News•Feb 24, 2026
Armstrong World Industries Inc (AWI) Q4 2025 Earnings Call Transcript
Armstrong World Industries reported record third‑quarter net sales, up 10% year‑over‑year, driven by solid performance in both Mineral Fiber and Architectural Specialties. Adjusted EBITDA rose 6% with the Mineral Fiber segment posting a 43.6% margin, while adjusted diluted EPS climbed...
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News•Feb 24, 2026
Sun Communities Inc (SUI) Q4 2025 Earnings Call Transcript
Sunoco LP closed its Parkland acquisition, expanding to 32 countries and delivering record Q4 adjusted EBITDA of $706 million and full‑year 2025 EBITDA of $2.12 billion, a 36% increase. Distributable cash flow hit $442 million, supporting a $0.9317 per unit distribution, the fifth...
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News•Feb 24, 2026
Verra Mobility Corp (VRRM) Q4 2025 Earnings Call Transcript
Verra Mobility reported Q3 2025 revenue of $262 million, up 16% year‑over‑year, and adjusted EBITDA of $113 million, delivering a 44% margin. Growth was powered by a 28% surge in Government Solutions revenue, highlighted by a 46% jump from the New York City red‑light camera...
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News•Feb 24, 2026
SPX Technologies Inc (SPXC) Q4 2025 Earnings Call Transcript
SPX Technologies reported $2.212 billion revenue for 2025, a 19.4% Q4 increase driven by both acquisitions and organic growth across its HVAC and Detection & Measurement segments. Adjusted EPS rose 25% YoY to $1.88 in Q4 and $6.76 for the full...
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News•Feb 24, 2026
Tigo Energy Inc (TYGO) Q4 2025 Earnings Call Transcript
Tigo Energy reported Q3 2025 revenue of $30.6 million, up 115% year‑over‑year and 27% sequentially, driven by a 68% jump in U.S. sales and strong repowering demand. The company returned to GAAP operating profitability with $0.6 million operating income and...
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News•Feb 24, 2026
Establishment Labs Holdings Inc (ESTA) Q4 2025 Earnings Call Transcript
Establishment Labs reported $53.8 million revenue for Q3 2025, a 33.7% year‑over‑year increase, and achieved a 70.1% gross profit margin, the first time surpassing the 70% benchmark. The company posted its inaugural positive adjusted EBITDA of $1.2 million, reversing losses of...
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News•Feb 24, 2026
Matson Inc (MATX) Q4 2025 Earnings Call Transcript
Matson Inc. posted a mixed Q2 2025, with net income down 16.3% to $94.7 million and consolidated operating income falling $11.6 million to $113 million, driven primarily by a 14.6% drop in China container volumes. Hawaii and Alaska lanes showed modest growth, while...
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News•Feb 24, 2026
Marqeta Inc (MQ) Q4 2025 Earnings Call Transcript
Marqeta reported Q4 2024 total processed volume (TPV) of $80 billion, a 29% year‑over‑year increase, and net revenue of $136 million, up 14%. Adjusted EBITDA turned positive at $13 million, delivering a 9% margin, marking the company’s first profitable quarter. The firm announced...
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News•Feb 24, 2026
Universal Insurance Holdings Inc (UVE) Q4 2025 Earnings Call Transcript
Universal Insurance Holdings reported a strong Q4 2025, posting adjusted EPS of $1.36 and a 30.6% adjusted ROE. Core revenue rose 4.9% to $400 million, driven by higher net premiums earned and investment income, while the net loss ratio improved to...
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News•Feb 24, 2026
SLR Investment Corp (SLRC) Q4 2025 Earnings Call Transcript
SLR Investment Corp reported flat net investment income of $0.40 per share and a net income of $0.43 per share, delivering a 9.4% annualized return on equity for the quarter ended September 30, 2025. The firm’s NAV rose modestly to $18.21 per...
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News•Feb 24, 2026
Vaxcyte Inc (PCVX) Q4 2025 Earnings Call Transcript
Incyte reported a strong Q4 2025, delivering $1.51 billion in revenue, a 28% year‑over‑year increase, and $5.14 billion for the full year, up 21%. Core products drove the surge: Jakafi posted $828 million in Q4 sales, Opsilura $207 million, and hematology/oncology sales jumped 121%...
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News•Feb 24, 2026
NexPoint Residential Trust Inc (NXRT) Q4 2025 Earnings Call Transcript
NexPoint Residential Trust reported a narrowed Q3 2025 net loss of $7.8 million, or $0.31 per diluted share, while total revenue slipped to $62.8 million. Same‑store NOI rose 3.5% to $38.8 million, driven by a 6.3% drop in operating expenses and a $72...
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News•Feb 24, 2026
Navitas Semiconductor Corp (NVTS) Q4 2025 Earnings Call Transcript
Navitas Semiconductor reported Q3 2025 results that met guidance, but highlighted a decisive strategic shift called Navitas 2.0. The company is deprioritizing its low‑margin mobile business, especially in China, and reallocating resources toward high‑power markets such as AI data centers,...
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News•Feb 24, 2026
Flywire Corp (FLYW) Q4 2025 Earnings Call Transcript
Flywire reported Q4 2024 revenue of $112.8 million, a 17.4% year‑over‑year increase, and adjusted EBITDA that rose roughly 700 basis points, meeting the midpoint of its guidance. The company highlighted strong growth in its travel vertical—over 50% organic expansion making it...
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News•Feb 24, 2026
Abcellera Biologics Inc (ABCL) Q4 2025 Earnings Call Transcript
AbCellera Biologics reported a transformative 2024, shifting from a partnership platform to a clinical‑stage biotech. The company advanced two internal antibody programs, ABCL635 and ABCL575, toward CTA filings in Q2 2025 and highlighted a $800 million liquidity position. It outlined a...
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News•Feb 24, 2026
Elanco Animal Health Inc (ELAN) Q4 2025 Earnings Call Transcript
Elanco Animal Health reported fourth‑quarter 2024 revenue of $1.02 billion, a 1% decline on a reported basis but a 4% organic constant‑currency increase. The company highlighted six newly launched products, including Zenrelia and Credelio Quattro, driving $461 million of innovation revenue that exceeded...
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News•Feb 24, 2026
FrontView REIT Inc (FVR) Q4 2025 Earnings Call Transcript
FrontView REIT reported sequential revenue growth to $17.6 million and a 6.7% rise in adjusted funds from operations (AFFO) per share, reaching 32 cents. The REIT resolved nine of twelve previously troubled assets, achieving over 89% recovery on purchase price and re‑leasing...
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News•Feb 24, 2026
Mosaic Co (MOS) Q4 2025 Earnings Call Transcript
Masco Corp reported fourth‑quarter 2025 results with net sales down 2% and operating profit of $259 million, yielding a 14.4% margin. The plumbing segment posted a 3% sales increase and a 16.3% margin, while the Decorative Architectural segment fell 15% with...
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News•Feb 24, 2026
DigitalOcean Holdings Inc (DOCN) Q4 2025 Earnings Call Transcript
DigitalOcean reported Q4 2024 revenue of $205 million, a 13% year‑over‑year increase, and lifted net dollar retention to 99%, with core cloud services hitting 100% retention for the first time since mid‑2023. Higher‑spend "Scalers+" customers grew 17% in count, contributed 22%...
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News•Feb 24, 2026
It’s a Vix World
TelevisaUnivision reported a 5% YoY revenue decline to $4.8 billion in 2025, but highlighted the Direct‑to‑Consumer (DTC) segment as a bright spot. The Spanish‑language streamer Vix achieved full‑year profitability, contributing roughly a quarter of total revenue and 20% of adjusted OIBDA,...
By Cablefax
News•Feb 24, 2026
Talos Energy Inc (TALO) Q4 2025 Earnings Call Transcript
Talos Energy reported adjusted EBITDA of $294 million and adjusted free cash flow of $99 million for the quarter, driven by cost‑saving initiatives and strong operational performance. Average production reached 93,300 barrels of oil equivalent per day, with oil comprising 69% of...
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News•Feb 24, 2026
Should Europe Start Talking to Russia?
Europe wrestles with whether to engage Russia as the Ukraine war stalls, recognizing that Putin’s aim of reshaping European security leaves little room for a genuine settlement while he remains in power. A cease‑fire that does not protect Ukraine’s sovereignty...
By RUSI
News•Feb 24, 2026
Export Bans that Weren't Really Bans: How Russia Kept Importing Military Goods
EU export bans targeting military‑relevant goods after Russia’s invasion were initially narrow, covering only specific product variants. Transaction‑level customs data show three evasion channels: partially sanctioned variants, transit shipments declared en route, and rerouting through third‑country hubs such as Turkey....
By CEPR — VoxEU
News•Feb 24, 2026
Slide Insurance Holdings Inc (SLDE) Q4 2025 Earnings Call Transcript
National MI 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, while fourth‑quarter new insurance written hit $14.2 billion, driving total...
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News•Feb 24, 2026
Iovance Biotherapeutics Inc (IOVA) Q4 2025 Earnings Call Transcript
Iovance Biotherapeutics reported third‑quarter product revenue of about $68 million, a 13% sequential increase, driven primarily by $58 million in Amtagvi sales and $10 million in Proleukin revenue. Gross margin improved to roughly 43% after a restructuring that cut cost of sales by...
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News•Feb 24, 2026
Huron Consulting Group Inc (HURN) Q4 2025 Earnings Call Transcript
Huron Consulting Group reported record third‑quarter 2025 revenues, with RBR reaching $432.4 million, a 16.8% year‑over‑year increase. The Healthcare segment drove growth, posting a 19.9% rise in RBR and expanding operating‑income margin to 30.9%. Adjusted earnings per share climbed 25% to...
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News•Feb 24, 2026
CCC Intelligent Solutions Holdings Inc (CCC) Q4 2025 Earnings Call Transcript
CTS Corporation reported fourth‑quarter 2025 revenue of $137 million, a 9% year‑over‑year increase, with diversified end markets now contributing 59% of total sales. The medical segment surged, posting a 41% quarterly sales jump and a 37% rise in bookings, while the...
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News•Feb 24, 2026
Fulcrum Therapeutics Inc (FULC) Q4 2025 Earnings Call Transcript
Fulcrum Therapeutics reported a strong fourth‑quarter, posting $1.51 billion in revenue, a 28% year‑over‑year increase, and a full‑year 2025 revenue of $5.14 billion, up 21%. Core product sales accelerated, led by Jakafi’s $828 million Q4 revenue and Opsilura’s 28% sales jump to $207 million....
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News•Feb 24, 2026
Lucid Group Inc (LCID) Q4 2025 Earnings Call Transcript
Lucid Group reported a record 2024 with 9,029 vehicles produced and 10,241 deliveries, a 71% year‑over‑year increase. GAAP gross margin narrowed to –114% from –225% a year earlier, signaling improving cost structure. The new Lucid Gravity SUV generated strong order...
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News•Feb 24, 2026
Adapthealth Corp (AHCO) Q4 2025 Earnings Call Transcript
American Well Corp (AHCO) reported Q4 2025 revenue of $55.3 million, a 22.1% YoY decline, as the company completed its pivot from a multi‑product telehealth provider to a pure SaaS platform. Subscription revenue now represents 53% of total revenue, reflecting...
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News•Feb 24, 2026
Supernus Pharmaceuticals Inc (SUPN) Q4 2025 Earnings Call Transcript
Vanda Pharmaceuticals reported a 9% rise in total revenue to $216.1 million for 2025, driven primarily by a 24% jump in Fanapt sales and a successful bipolar disorder launch. The company secured FDA approval for tradipitant (Nirius) for motion‑sickness prevention, marking...
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