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 repayment and share buybacks. Full‑year sales fell 3% year‑over‑year, and management guided 2026 sales to decline 1%‑3% amid the Byte clear‑aligner wind‑down and a $30 million dealer inventory transition. A restructuring program targets $120 million in annual savings and R&D spending is set to rise to roughly 5% of sales.
Monster Beverage Corp (MNST) Q4 2025 Earnings Call Transcript
Monster Beverage reported record fourth‑quarter net sales of $1.81 billion, a 4.7% year‑over‑year increase and 7.8% on a currency‑neutral basis. Gross profit margin rose to 55.3% (55.5% excluding alcohol‑brand inventory reserves), while operating income fell 12.2% to $381.2 million due to a...
Sempra (SRE) Q4 2025 Earnings Call Transcript
Sempra reported adjusted Q3 2025 EPS of $1.11, a 25% year‑over‑year rise, while GAAP earnings fell to $0.12 per share because of a $514 million non‑recurring tax charge. The company reaffirmed its 2025‑2026 adjusted EPS guidance and highlighted a $10 billion sale...
Compass Inc (COMP) Q4 2025 Earnings Call Transcript
Compass reported a 25.9% year‑over‑year revenue increase in Q4 2024 and generated $16.7 million of adjusted EBITDA, rising to $20.9 million when excluding Christie's acquisition costs. The broker added 669 principal agents in the quarter, boosting its net principal agent count by...
ACM Research Inc (ACMR) Q4 2025 Earnings Call Transcript
Amkor Technology reported Q4 2025 revenue of $1.89 billion, up 16% year‑over‑year, and EPS of $0.69, beating the top end of guidance. Full‑year revenue reached $6.7 billion, a 6% increase, with advanced packaging revenue setting a new record after a 7% rise....
ICF International Inc (ICFI) Q4 2025 Earnings Call Transcript
ICF International reported Q3 2025 revenue of $465.4 million, a 10% YoY decline driven primarily by a 29.8% drop in federal contract earnings amid a government shutdown. Non‑federal segments, especially commercial energy, offset some weakness, posting 24% revenue growth and...
Papa John's International Inc (PZZA) Q4 2025 Earnings Call Transcript
Papa John’s reported a 1% drop in global system‑wide sales for Q4 2025, with North America comparable sales falling 5% while international markets rose 6%, led by a 7% gain in the UK. Total revenue slipped 6% to $498 million and...
TopBuild Corp (BLD) Q4 2025 Earnings Call Transcript
TopBuild reported a 5% decline in Q2 2025 sales to $1.3 billion, driven by a low‑double‑digit drop in residential volume while commercial and industrial segments grew. The company highlighted the recent Progressive Roofing acquisition, which adds roughly $215 million of second‑half sales...
Perrigo Company PLC (PRGO) Q4 2025 Earnings Call Transcript
Perrigo reported a 4.4% decline in organic net sales for the quarter, driven by softness in global OTC and its infant formula and oral‑care businesses under review. Despite the downturn, the company gained 90 basis points of US store‑brand OTC...
DoubleVerify Holdings Inc (DV) Q4 2025 Earnings Call Transcript
DoubleVerify reported a 15% year‑over‑year revenue increase to $657 million in 2024, driven by double‑digit growth across measurement, activation and a 25% surge in supply‑side revenue. The company recorded a record $8.3 trillion in billable media transactions and delivered a 33% adjusted...
KBR Inc (KBR) Q4 2025 Earnings Call Transcript
KBR reported a solid fourth‑quarter 2020, highlighting a 20% increase in government and technology backlog and a 15% rise in adjusted EBITDA. The company emphasized its transition to Sustainable Technology Solutions, targeting over $1 billion in revenue and mid‑teens margins for...
Figs Inc (FIGS) Q4 2025 Earnings Call Transcript
FIGS reported record Q4 2025 net revenue of $201.9 million, a 33% year‑over‑year increase, driven by a surge in active customers to 2.9 million and a 9% rise in average order value. International sales exploded 55% as the company entered China...
Clear Channel Outdoor Holdings Inc (CCO) Q4 2025 Earnings Call Transcript
Clear Channel Outdoor reported fourth‑quarter 2020 revenue of $541 million, a 27% year‑over‑year decline, but showed sequential improvement in the Americas. The company added 74 digital billboards in Q4, bringing its U.S. digital inventory to over 1,400 screens, and expanded programmatic...
Shake Shack Inc (SHAK) Q4 2025 Earnings Call Transcript
Shake Shack reported a strong fourth‑quarter 2018, with total revenue rising 29% to $124.3 million and full‑year revenue up 28% to $459 million. The company opened 49 new restaurants—34 company‑operated and 50 licensed—across 27 states and 13 countries, delivering 2.3% same‑shack sales...
Concentra Group Holdings Parent Inc (CON) Q4 2025 Earnings Call Transcript
Concentrix reported fourth‑quarter 2025 revenue of $2.55 billion, a 3.1% constant‑currency increase that exceeded the high end of guidance. Non‑GAAP operating income rose to $323 million with a 12.7% margin, and adjusted free cash flow reached $626 million for the year, up 32%,...
Autodesk Inc (ADSK) Q4 2026 Earnings Call Transcript
Autodesk reported fiscal 2025 fourth‑quarter revenue up 12% year‑over‑year and billings rising 24%, surpassing the top end of its guidance despite foreign‑exchange headwinds. Margins improved, with GAAP operating margin reaching 22% and non‑GAAP margin 37%, while free cash flow hit...
Donaldson Company Inc (DCI) Q2 2026 Earnings Call Transcript
Donaldson Company reported a modest 1% sales increase to $940 million, driven by pricing and volume growth, while adjusted EPS rose 8% to $0.99 and operating margin improved by 80 basis points. Gross margin slipped 110 basis points to 34.5% as...
Zscaler Inc (ZS) Q2 2026 Earnings Call Transcript
Zscaler reported Q1 FY2026 revenue of $788 million, a 20% year‑over‑year increase, and annual recurring revenue (ARR) surpassing $3.2 billion, up 26% YoY. AI‑security ARR exceeded its $400 million target three quarters early, growing over 80% and is projected to top $500 million by...
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...
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...
Solventum Corp (SOLV) Q4 2025 Earnings Call Transcript
Solventum Corp reported Q4 FY2025 results, posting 3.5% organic sales growth and $2.0 billion in revenue, though reported sales fell 3.7% because of the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5% and adjusted operating income...
Installed Building Products Inc (IBP) Q4 2025 Earnings Call Transcript
Installed Building Products reported a record $778 million in Q3 2025 revenue, up 2% year‑over‑year, driven by a 30% surge in heavy‑commercial sales. Adjusted EBITDA reached a new high of $140 million, delivering an 18% margin, while adjusted gross margin...
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...
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...
J M Smucker Co (SJM) Q3 2026 Earnings Call Transcript
J.M. Smucker reported a $75 million coffee tariff hit in Q3, which will flip to a tailwind in FY 2027, while its Sweet Baked Snacks segment beat top‑line expectations but missed profit targets due to transition costs. The company lowered full‑year net‑sales...
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...
Millicom International Cellular SA (TIGO) Q4 2025 Earnings Call Transcript
Millicom (Tigo) reported a strong Q4 2020 rebound, adding a record 2.3 million mobile users and 103 k cable customers, lifting its total subscriber base to 42 million mobile and 4.5 million broadband users. Service revenue and EBITDA were essentially flat YoY, while operating...
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...
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...
Marcus Corp (MCS) Q4 2025 Earnings Call Transcript
Marcus Corp reported a 9.7% drop in consolidated revenue to $210 million for fiscal Q3 2025, driven primarily by a 16% decline in theater revenue and an 18.7% fall in attendance that left box‑office performance 3.8 percentage points below the national average....
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...
Thai AirAsia Pins Growth Hopes on China, Long-Haul Markets
Thai AirAsia is targeting 6‑9% year‑on‑year revenue growth in 2026, driven by an expected 23.5 million passengers and an 85% load factor. The carrier will add five Airbus A320s to launch new China‑Chiang Mai services and expand fifth‑freedom routes. It is also...
Nvidia Has Another Record Quarter Amid Record Capex Spends
Nvidia posted a record $68 billion quarter, a 73% year‑over‑year increase, driven largely by its data‑center business. Data‑center revenue reached $62 billion, split between $51 billion in compute and $11 billion in networking products, pushing full‑year revenue to $215 billion. The company still reports no...
Carriage Services Announces Strong Fourth Quarter and Full Year 2025 Results and Issues 2026 Guidance
Carriage Services reported a strong fourth quarter and full‑year 2025, with GAAP diluted EPS jumping 55% to $3.25 and adjusted EPS up 21% to $3.20. Total revenue rose 3.3% year‑over‑year to $417.4 million, driven by higher funeral contract volume and a...
SEACOR Marine Announces Fourth Quarter 2025 Results
SEACOR Marine reported fourth‑quarter 2025 operating revenues of $52.3 million, a 25% decline from the same period last year, and posted an operating loss of $5.2 million. Direct vessel profit fell to $9.7 million and net loss narrowed to $14.6 million, or $0.57 per...
Stantec Reports Record 2025 Results, Achieves 17.6% Adjusted EBITDA Margin, Increases Dividend by 8.9%, and Provides 2026 Outlook
Stantec posted record 2025 results, delivering $6.5 billion in net revenue, a 10.7% year‑over‑year increase, and an adjusted EBITDA of $1.14 billion, lifting its margin to a record 17.6%. Diluted earnings per share rose 19.9% to $4.20, while operating cash flow jumped...
Sinclair Q4 Core Ad Revenue Jumps 14%
Sinclair Inc. posted fourth‑quarter 2025 revenue of $836 million, a 17% decline year‑over‑year, driven by weaker political advertising after the 2024 election cycle. Core advertising revenue, however, jumped 14% to $354 million, underscoring demand for live sports and resilient local ad inventory....
We're Boosting Our Price Target on Retail Stock TJX After Another Knockout Quarter
TJX Companies posted an 8.5% revenue jump to $17.7 billion and EPS of $1.58, both beating analyst forecasts. Same‑store sales rose 5% year‑over‑year, outpacing the 3.7% consensus, with all four operating segments delivering growth. The strong quarter prompted analysts to lift...
International Dividend ETF IDOG Crosses $500M Milestone
ALPS International Sector Dividend Dogs ETF (IDOG) broke the $500 million AUM barrier, reaching $506 million, as international equities rally. Over the past year the fund delivered a 42.71% total return and attracted $99.47 million of net inflows, reflecting heightened appetite for overseas...
DUSA Crosses $1 Billion Milestone as Value Resurgence Gains Steam
The Davis Select U.S. Equity ETF (DUSA) has surpassed the $1 billion AUM threshold, marking a milestone for the nine‑year‑old active fund. The ETF follows a high‑conviction, benchmark‑agnostic strategy, holding just 25 large‑cap names that trade at a price‑to‑earnings multiple roughly...
AECI Grows Ebitda, Ebitda Margin; to Invest in Plants and Equipment in 2026
AECI reported a record R3.4 billion EBITDA and an 11% margin despite a 4% drop in revenue to R32.1 billion. The company completed most non‑core asset disposals, generating R2.2 billion and cutting net debt to R465 million from R3.74 billion. Earnings per share turned positive,...
Renewable Energy Company EDPR's 2025 Recurring Profit Jumps 50% on US Growth
EDP Renovaveis reported a 50% jump in recurring net profit for 2025, reaching €330 million, driven by rapid U.S. capacity expansion. EBITDA rose 17% to €1.95 billion, with a target of €2.1 billion for 2026. The company added 2 GW of new capacity, over...
Ahead of Earnings, Is London Stock Exchange Group a Buy, Sell or Hold?
London Stock Exchange Group (LSEG) will publish its Q4 2025 earnings on February 26, with analysts zeroing in on annual subscription‑value growth, 2026 guidance, and the impact of Elliott Investment’s stake. Morningstar’s fair‑value model places the stock at GBX 11,200, assuming a 5%...
Costco's Auto Program: Can Membership Pricing Really Save You Money on a Car?
Costco’s Auto Program connects members with vetted dealerships that offer pre‑arranged pricing on new, electric, and certified‑pre‑owned vehicles. Average discounts hover around $1,000, and members also receive a 15% discount on parts and service up to $500 per visit. The...
Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value
Keurig Dr Pepper posted a strong Q4, with revenue rising 10.5% to $4.45 billion and earnings beating forecasts. The company secured an additional $1.5 billion in preferred equity, lifting total preferred funding to $4.5 billion and eliminating the need for a partial IPO....
American Tower 2025 Results: Revenue Jumps 5%, 2026 Outlook De-Risked Despite DISH Default
American Tower reported a 5.1% revenue increase to $10.6 billion in 2025, driven by a 14% surge in its data‑center segment. Net income rose 15.3% to $2.63 billion, though fourth‑quarter earnings fell 32% due to higher expenses. For 2026 the company projects...
The AI Land Grab: Why SMCI's Drop Is Your Gain
Super Micro Computer (SMCI) carries a Hold rating with a $43.43 price target, while its shares have risen about 7.8% to $33.57. Top‑rated analysts highlighted five alternative stocks—Dell, Nvidia, AMD among them—as stronger buys in the AI‑driven hardware sector. The...
Home Depot CEO Flags a Disconcerting Lack of Faith in the American Economy: ‘Our Customers Are Telling Us that They’re...
Home Depot reported a 13% drop in Q4 net earnings to $2.6 billion as a stalled housing market curtails home‑improvement spending. CEO Ted Decker said consumers lack confidence, delaying large projects despite low mortgage rates and ongoing price cuts in new...
Iberdrola Profits Increase on Network Growth
Iberdrola posted a 12% rise in reported net profit to €6.3 bn for 2025, driven by stronger regulated returns in its UK and US electricity networks. Adjusted EBITDA grew 3% to €15.68 bn, with the Networks business up 21% and the regulated...
‘Doesn’t the Commission’s Case Have to Fail?’ ACCC Faces Critical Questions in Coles Case
The Federal Court examined the ACCC’s claim that Coles misled shoppers with its “Down Down” price tags, questioning whether the regulator proved the promotions were deceptive. The ACCC argues Coles inflated prices before offering short‑lived discounts, creating a false impression...