News•Feb 18, 2026
Farmland Partners Inc (FPI) Q4 2025 Earnings Call Transcript
Farmland Partners Inc. reported Q4 2025 adjusted funds from operations (AFFO) of $2.9 million, or $0.07 per share, and year‑to‑date AFFO of $6.5 million, driven by lower debt costs, higher loan‑program income, and a $24.5 million net gain from selling 35 properties. Management raised full‑year AFFO guidance to $14.5‑$16.6 million and announced a special dividend of $0.18‑$0.22 per share for January 2026. The company completed a $31 million Series A preferred‑unit exchange for Illinois properties and sold its Murray Wise Associates brokerage, simplifying operations. Credit lines remain fully undrawn at $159 million, and no variable‑rate debt is outstanding, positioning the REIT for the upcoming MetLife term‑loan refinancing.
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News•Feb 18, 2026
PROG Holdings Inc (PRG) Q4 2025 Earnings Call Transcript
PROG Holdings reported a 12.1% rise in consolidated GMV for 2025, driven by a 144% surge in its For platform that generated roughly $730 million. Progressive Leasing GMV declined 8.6% after the Big Lots bankruptcy and tighter underwriting, yet the segment kept...
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News•Feb 18, 2026
ICMA Publishes Guide to Repo Markets: South Africa
ICMA has published an open‑access guide to South Africa’s repurchase (repo) market, the ninth edition in its global series of market‑specific manuals. The guide outlines the market’s structure, collateral types, counterparties, infrastructure, and the legal‑regulatory framework. Funding came from Strate’s...
By ICMA (International Capital Market Association) — News
News•Feb 18, 2026
EU Capital Markets Reform Should Focus on Innovation Investment
The Bocconi Institute proposes six pragmatic reforms to close Europe’s “scale‑up gap” and boost venture‑capital financing for innovative firms. Using Dealroom data on 64,500 EU start‑ups, the report shows that VC investment in scale‑ups is under 10% of U.S. levels...
By CEPR — VoxEU
News•Feb 18, 2026
Russia’s Offer to Build a Small Nuclear Reactor in Kyrgyzstan and Its Implications
In late 2025 President Vladimir Putin announced Russia’s willingness to build a small modular reactor (SMR) in Kyrgyzstan, aiming to address the country’s chronic electricity shortages. Kyrgyzstan relies on over 90% hydropower, making its grid vulnerable to droughts and aging...
By Eurasianet
News•Feb 18, 2026
Heightened Volatility Calls for Active Management- #Wealth #AssetManagement #AssetFinance
Asian ultra‑high‑net‑worth individuals (UHNWIs) confront heightened market volatility in 2026, driven by geopolitical tensions and macro‑economic uncertainty. The turbulence is prompting a reassessment of traditional passive approaches. The article recommends active management strategies to navigate these risks and preserve wealth....
By The Asset – ETF tag
News•Feb 18, 2026
Herbalife Ltd (HLF) Q4 2025 Earnings Call Transcript
Herbalife Nutrition reported Q4 2025 net sales of $1.3 billion, a 6.3% year‑over‑year increase, and full‑year sales just over $5 billion, surpassing guidance. Strong growth in India—up nearly 15% after a GST rate cut—offset declines in China, while adjusted EBITDA reached $156 million...
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News•Feb 18, 2026
Moody's Corp (MCO) Q4 2025 Earnings Call Transcript
Moody's Corp reported a record $7.7 billion total revenue for 2025, up 9% year‑over‑year, with equal growth in its Ratings and Analytics segments. Adjusted operating margin expanded to 51.1%, a 300‑basis‑point increase, while adjusted diluted EPS rose 20% to $14.94, marking...
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News•Feb 18, 2026
Onespaworld Holdings Ltd (OSW) Q4 2025 Earnings Call Transcript
OneSpaWorld Holdings Ltd reported record Q4 2025 results, with total revenue of $242.1 million, an 11% year‑over‑year increase, and adjusted EBITDA rising to $31.2 million. Net income slipped to $12.1 million because of $5.7 million in restructuring and impairment charges tied to exiting Asian...
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News•Feb 18, 2026
HF Sinclair Corp (DINO) Q4 2025 Earnings Call Transcript
HF Sinclair reported record adjusted EBITDA of $564 million in Q4 2025 and $2.3 billion for the full year, driven by higher refinery margins and EPA RINs waivers. The company achieved an all‑time throughput of 652,000 bpd while cutting operating costs to $7.67 per...
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News•Feb 18, 2026
OGE Energy Corp (OGE) Q4 2025 Earnings Call Transcript
OGE Energy Corp reported 2025 consolidated earnings per share of $2.32, hitting the top of its guidance range, and set 2026 EPS guidance at $2.43 with a 5‑7% long‑term growth target. Net income rose to $471 million, while the company announced...
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News•Feb 18, 2026
Solaredge Technologies Inc (SEDG) Q4 2025 Earnings Call Transcript
Solstice Advanced Materials, newly independent after its October 2025 spin‑off from Honeywell, posted full‑year 2025 net sales of $3.9 billion, up 3% YoY (6% excluding opportunistic nuclear sales). Fourth‑quarter revenue rose 8% to $987 million, but adjusted EBITDA fell 20% to $189 million...
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News•Feb 18, 2026
Figma Inc (FIG) Q4 2025 Earnings Call Transcript
Figma reported Q4 2025 revenue of $304 million, a 40% year‑over‑year increase, and full‑year revenue of $1.056 billion, surpassing guidance. Net dollar retention rose to 136% for customers above $10 k ARR, while AI credits are now used weekly by 75% of those...
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News•Feb 18, 2026
Global Payments Inc (GPN) Q4 2025 Earnings Call Transcript
Global Payments reported Q4 2020 results that beat expectations, delivering double‑digit earnings‑per‑share growth and a 210‑basis‑point increase in operating margin. Adjusted net revenue reached $6.75 billion, a modest 5% decline year‑over‑year, while technology‑enabled services now represent 60% of the business. The...
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News•Feb 18, 2026
Blue Owl Capital Corp (OBDC) Q4 2025 Earnings Call Transcript
Blue Owl Capital Corp completed a $400 million loan sale at 99.7% of book value within a $1.4 billion syndicated asset transaction, confirming the fairness of its NAV marks. The firm repurchased $148 million of stock at a 14% discount to NAV, the...
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News•Feb 18, 2026
CF Industries Holdings Inc (CF) Q4 2025 Earnings Call Transcript
Nutrien reported adjusted EBITDA of $6.05 billion for 2025, a 13% increase, driven by record fertilizer sales of 27.5 million tonnes and disciplined cost management. Potash automation reached 49%, keeping controllable cash costs at $58 per tonne, while nitrogen volumes rose to...
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News•Feb 18, 2026
Kadant Inc (KAI) Q4 2025 Earnings Call Transcript
Kadant reported record Q4 2025 revenue of $286 million, an 11% increase driven primarily by acquisitions and a stronger aftermarket parts mix that now represents 71% of total sales. Adjusted EBITDA rose 11% to $58 million, maintaining a 20.3% margin, while adjusted...
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News•Feb 18, 2026
Avis Budget Group Inc (CAR) Q4 2025 Earnings Call Transcript
Avis Budget Group reported full‑year adjusted EBITDA of $748 million, missing its $900 million target by about $150 million, with the shortfall confined to the Americas segment. The company recorded a $500 million impairment on its electric‑vehicle fleet and generated $180 million in cash by...
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News•Feb 18, 2026
Clearwater Paper Corp (CLW) Q4 2025 Earnings Call Transcript
Clearwater Paper reported $1.6 billion in net sales for 2025, a 12% year‑over‑year increase driven by the full‑year operation of the Augusta mill and higher shipments. Adjusted EBITDA rose to $107 million, up $71 million from the prior year, reflecting aggressive cost cuts...
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News•Feb 18, 2026
Booking Holdings Inc (BKNG) Q4 2025 Earnings Call Transcript
Booking Holdings reported a 9% year‑over‑year increase in room nights to 285 million in Q4 2025, pushing gross bookings and revenue up 16% (11% on a constant‑currency basis). Adjusted EBITDA rose 19% to $2.2 billion and adjusted EPS grew 17% to $48.8,...
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News•Feb 18, 2026
Openlane Inc (OPLN) Q4 2025 Earnings Call Transcript
Openlane Inc. posted Q4 2025 revenue of $494 million, up 9% year‑over‑year, and adjusted EBITDA of $76 million, a 5% increase. Dealer‑to‑dealer volumes accelerated above 20% in the quarter, while GMV rose 8% to $7.1 billion. The company repurchased more than half of...
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News•Feb 18, 2026
Analog Devices Inc (ADI) Q1 2026 Earnings Call Transcript
Analog Devices reported Q1 2026 revenue of $3.16 billion, a 30% year‑over‑year increase and near the top of its guidance range. Industrial sales accounted for 47% of revenue, rising 38% YoY, while communications surged 63% YoY on strong data‑center demand. Gross...
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News•Feb 18, 2026
Leaders From Caucasus and Central Asia Converge on Washington for Board of Peace Gathering
Uzbek President Shavkat Mirziyoyev and Kazakh President Kassym‑Jomart Tokayev are returning to Washington for the inaugural Trump‑administered Board of Peace, joining Armenian Prime Minister Nikol Pashinyan and possibly Azerbaijan’s Ilham Aliyev. The gathering will focus on Gaza’s reconstruction while offering a...
By Eurasianet
News•Feb 18, 2026
Garmin Ltd (GRMN) Q4 2025 Earnings Call Transcript
Garmin reported a record Q4 2025 with consolidated revenue of $2.13 billion, a 17% year‑over‑year increase, and full‑year revenue of $7.25 billion, up 15%. Gross margin held steady at 59.2% while operating margin rose to 28.9%, delivering $614 million operating income. The company...
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News•Feb 18, 2026
Reliance Inc (RS) Q4 2025 Earnings Call Transcript
Reliance Steel & Aluminum reported record 6.4 million tons shipped in FY 2025, raising U.S. market share to about 17 percent. Volume growth was offset by a $114 million LIFO expense that pushed the non‑GAAP gross profit margin to 28.8 percent, just below the 29‑31 percent...
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News•Feb 18, 2026
Mister Car Wash Inc (MCW) Q4 2025 Earnings Call Transcript
Mister Car Wash reported Q3 2025 revenue of $263 million, a 6% year‑over‑year increase, and adjusted EBITDA of $87 million, up 10% to a record 32.9% margin. Membership growth drove the results, with the Unlimited Wash Club reaching 2.2 million members and the...
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News•Feb 18, 2026
Wyndham Hotels & Resorts Inc (WH) Q4 2025 Earnings Call Transcript
Wyndham Hotels & Resorts reported 4% net room growth in 2025, adding a record 72,000 rooms and expanding its development pipeline to nearly 260,000 rooms across 2,200 hotels. Adjusted EBITDA rose 4% to $718 million and adjusted diluted EPS increased 6%...
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News•Feb 18, 2026
MFA Financial Inc (MFA) Q4 2025 Earnings Call Transcript
MFA Financial reported Q4 2025 GAAP net income of $54.3 million ($0.42 per share) and a full‑year economic return of roughly 9%. The REIT acquired $1.9 billion of loans and securities, notably expanding its Agency MBS book by 50% to $3.3 billion and adding...
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News•Feb 18, 2026
The Economics of the Kalshi Prediction Market
Kalshi, a CFTC‑approved designated contract market, operates a quote‑driven prediction platform where makers post offers and takers accept them. An analysis of over 300,000 contracts shows that prices generally track event probabilities but suffer a pronounced favourite‑longshot bias, with cheap...
By CEPR — VoxEU
News•Feb 18, 2026
Insulet Corp (PODD) Q4 2025 Earnings Call Transcript
Inspire Medical Systems reported a strong fourth‑quarter, with revenue rising 12% to $269 million and full‑year sales up 14% to $912 million, driven by existing and new center growth. The company set 2026 revenue guidance between $950 million and $1 billion, reflecting a 4%‑10%...
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News•Feb 18, 2026
Travel + Leisure Co (TNL) Q4 2025 Earnings Call Transcript
Travel + Leisure Co (TNL) posted Q4 2025 revenue of $1.03 billion, a 4% year‑over‑year increase, and adjusted EBITDA of $272 million, up 8% with expanding margins. Full‑year EPS rose 10% to $6.34 and free cash flow grew 16% to $516 million, supporting...
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News•Feb 18, 2026
Community Health Systems Inc (CYH) Q4 2025 Earnings Call Transcript
Community Health Systems reported a 2.1% year‑over‑year increase in same‑store net revenue for Q4 2025, driven by rate growth and higher acuity, while adjusted EBITDA reached $395 million with a 12.7% margin. The company continued its aggressive deleveraging, cutting net leverage...
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News•Feb 18, 2026
Western Midstream Partners LP (WES) Q4 2025 Earnings Call Transcript
Western Midstream Partners highlighted a disciplined capital strategy, cutting 2026 capex to $150 million—a 40% drop from 2025—and targeting under $75 million in 2027‑28. The company underscored that roughly 95% of 2026 revenue is shielded by minimum volume commitments, delivering predictable cash...
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News•Feb 18, 2026
LCI Industries (LCII) Q4 2025 Earnings Call Transcript
LCI Industries reported a strong fiscal fourth‑quarter, posting $933 million in net sales, a 16% year‑over‑year increase, and a GAAP net income of $19 million, more than double the prior year. OEM sales surged 18% to $737 million, driven by double‑digit growth in...
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News•Feb 18, 2026
TrueBlue Inc (TBI) Q4 2025 Earnings Call Transcript
TrueBlue Inc. reported Q4 2025 revenue of $418 million, an 8% increase that hit the top of its outlook range, driven by 5% organic growth and a 3‑point boost from the HSB acquisition. Gross margin slipped to 21.5% from 26.6% as...
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News•Feb 18, 2026
American Water Works Co Inc (AWK) Q4 2025 Earnings Call Transcript
American Water reported adjusted earnings of $5.64 per share for 2025, an 8.9% increase year‑over‑year, and affirmed 2026 EPS guidance of $6.02‑$6.12. The utility deployed roughly $3.2 billion in capital projects, emphasizing pipe replacement, treatment upgrades, PFAS remediation, lead line removal...
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News•Feb 18, 2026
Nordson Corp (NDSN) Q1 2026 Earnings Call Transcript
Nordson Corp reported a record first‑quarter revenue of $669 million, a 9% year‑over‑year increase driven by 7% organic growth, especially in its Advanced Technology Solutions (ATS) segment. Adjusted earnings per share rose 15% to $2.37, beating guidance, while EBITDA reached $203 million...
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News•Feb 18, 2026
Gladstone Commercial Corp (GOOD) Q4 2025 Earnings Call Transcript
Gladstone Commercial Corp reported a strong Q4 2025, highlighted by $260 million of industrial acquisitions at an 8.88% cap rate and a rise in industrial rent share to 69% of annualized straight‑line rent. The company expanded its syndicated credit facility to...
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News•Feb 18, 2026
Jones Lang LaSalle Inc (JLL) Q4 2025 Earnings Call Transcript
Jones Lang LaSalle (JLL) posted record 2025 results, with revenue rising 11% to an all‑time high and adjusted EBITDA climbing 22% to $1.45 billion. Fourth‑quarter leasing revenue surged 17%, led by a 26% jump in office leasing, while free cash flow...
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News•Feb 18, 2026
Omnicom Group Inc (OMC) Q4 2025 Earnings Call Transcript
Omnicom Group announced a post‑IPG acquisition restructuring aimed at delivering $1.5 billion of run‑rate synergies, doubling its original target, with $900 million expected in 2026. The company retained a $23.1 billion revenue base, achieving roughly 4% organic growth while planning to divest $2.5 billion...
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News•Feb 18, 2026
Seven Hills Realty Trust (SEVN) Q4 2025 Earnings Call Transcript
Seven Hills Realty Trust reported Q4 2025 distributable earnings of $0.28 per share, reflecting a $0.03 dilution from its December rights offering that raised $61.5 million. The loan portfolio expanded 13% to $724.5 million across 24 floating‑rate first‑mortgage loans, maintaining a 7.92%...
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News•Feb 18, 2026
Nextdoor Holdings Inc (NXDR) Q4 2025 Earnings Call Transcript
Nextdoor reported Q4 2025 revenue of $69 million, a 7% YoY increase and the highest quarterly revenue in its history. Adjusted EBITDA reached $8 million, delivering an 11% margin and marking the company’s strongest profitability quarter. Self‑serve advertising grew 32% YoY, now...
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News•Feb 18, 2026
Jack in the Box Inc (JACK) Q1 2026 Earnings Call Transcript
Jack in the Box reported a 6.7% decline in system same‑store sales for Q1 2026, with restaurant‑level margins compressing to 16.1% from 23.2%. The company completed the Del Taco divestiture, used proceeds to prepay $105 million of debt and lowered its net‑debt/adjusted‑EBITDA leverage...
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News•Feb 18, 2026
Host Hotels & Resorts Inc (HST) Q4 2025 Earnings Call Transcript
Host Hotels & Resorts reported FY 2025 adjusted EBITDA of $1.757 billion, a 4.6% increase, and adjusted FFO of $2.07 per share, both surpassing guidance. Comparable hotel RevPAR rose 4.2% for the year and 5.4% in Q4, outpacing the upper‑tier industry...
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News•Feb 18, 2026
Royal Gold Inc (RGLD) Q4 2025 Earnings Call Transcript
Royal Gold reported record 2025 results, with annual revenue of $1 billion, a 43% increase, and operating cash flow of $705 million. The company completed major acquisitions of Sandstorm Gold and Horizon Copper, expanding its portfolio to roughly 80 producing and 30...
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News•Feb 18, 2026
Camtek Ltd (CAMT) Q4 2025 Earnings Call Transcript
Camtek reported record Q4 2024 revenue of $117.3 million, a 32% year‑over‑year increase, and full‑year revenue of $429 million, up 36%. Operating income rose 42% in the quarter to $36.3 million and 56% for the year, pushing operating margin to 30.9%. The company...
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News•Feb 18, 2026
Enpro Inc (NPO) Q4 2025 Earnings Call Transcript
EnPro Industries reported a strong Q4 2025, with revenue up 14.3% to $295.4 million and organic sales rising about 10%. Adjusted EBITDA increased 19.2% to $69.4 million, lifting the margin to 23.5%, while adjusted diluted EPS reached $1.99, a 27% increase. Both...
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News•Feb 18, 2026
Cheesecake Factory Inc (CAKE) Q4 2025 Earnings Call Transcript
The Cheesecake Factory reported Q4 2025 revenue of $961.6 million, including $17.3 million from gift‑card breakage, and adjusted diluted EPS of $1, meeting the top end of its outlook. Comparable sales fell 2.2% at the flagship Cheesecake Factory and 4% at North...
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News•Feb 18, 2026
Industrial Logistics Properties Trust (ILPT) Q4 2025 Earnings Call Transcript
Prologis reported fourth‑quarter 2025 core FFO of $1.44 per share, hitting the top of its guidance range, while occupancy climbed to 95.8% at period end and averaged 95.3% for the quarter. The company signed 57 million square feet of leases, retaining...
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News•Feb 18, 2026
Equinox Gold Corp (EQX) Q4 2025 Earnings Call Transcript
Eldorado Gold reported 2025 gold production of 488,268 ounces, hitting the top of its guidance, and generated $1.8 billion in revenue with $743 million operating cash flow. Net earnings rose to $520 million ($2.56 per share) despite higher royalties and production costs. The...
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