Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Capricor Therapeutics Inc (CAPR) Q4 2025 Earnings Call Transcript
Capricor Therapeutics reported fourth‑quarter 2025 revenue of $16 million, a modest 4% year‑over‑year increase, while gross margin rose to 86% driven by higher selling prices and manufacturing efficiencies. Net loss widened to $11.9 million as operating expenses outpaced revenue growth, but the company ended the quarter with $75.7 million in cash and a $60 million debt facility. Adoption metrics improved, with 252 active implanting centers and a 13% rise in European revenue. The firm launched the 2,500‑patient BENEFIT HF trial, which could expand its addressable market to $30 billion if successful.
Silvaco Group Inc (SVCO) Q4 2025 Earnings Call Transcript
ProFrac Holding Corp. reported a strong Q4 2025, with adjusted EBITDA climbing 49% to $61 million and margins expanding to 14%. Free cash flow rebounded to $14 million, reversing a $29 million deficit from the prior quarter. The company’s $100 million cost‑optimization plan is...
Lennar Corp (LEN) Q1 2026 Earnings Call Transcript
Cavco Industries reported a record Q1 fiscal 2026, with revenue climbing 9.5% year‑over‑year to $556.9 million and operating profit up roughly 50% on both a yearly and sequential basis. The company shipped a record 5,416 factory‑built homes, boosting capacity utilization to...
Jefferson Capital Inc (JCAP) Q4 2025 Earnings Call Transcript
Jefferson Capital reported record Q4 2025 performance, with collections jumping 63% to $237 million and revenue rising 36% to $151 million. The firm improved its cash efficiency to 72.2% and reduced net leverage to 1.59×, well below its target range. Management announced...
Vivid Seats Inc (SEAT) Q4 2025 Earnings Call Transcript
Vivid Seats reported a sharp decline in Q3 2025, with Marketplace Gross Order Value down 29% YoY to $618 million and revenue falling 27% to $136 million. A leadership change placed CFO Lawrence C. Fey as CEO and interim CFO Ted Pikus,...
G-III Apparel Group Ltd (GIII) Q4 2026 Earnings Call Transcript
G‑III Apparel Group reported FY2021 net sales of $2.06 billion, a 35% decline year‑over‑year, with Q4 revenue falling 30% to $526 million. Wholesale sales dropped 23% in the quarter but gross margin improved to 35.5%, while the retail segment contracted sharply after...
Eco Wave Power Global AB (Publ) (WAVE) Q4 2025 Earnings Call Transcript
Wallbox N.V. reported full‑year 2025 revenue of €145.1 million, an 11% decline, while delivering 144,000 units. Adjusted EBITDA loss narrowed 51% to €29.5 million and gross margin improved to 38.3%, up 410 basis points. The company reduced labor and operating expenses by...
Century Therapeutics Inc (IPSC) Q4 2025 Earnings Call Transcript
Century Communities reported record net orders of 2,702 homes in Q4 2025, a 13% sequential rise, and delivered 3,030 new homes, boosting home sales revenue to $1.1 billion, up 16% QoQ. Average sales price fell 5% to $367,000 as incentives climbed...
Bimini Capital Management Inc (BMNM) Q4 2025 Earnings Call Transcript
National MI reported a record 2025 year, delivering $388.9 million net income, an 8% rise, and diluted EPS of $4.92, up 11%. Total revenue hit $706.4 million, a 9% increase, while insurance in force grew to $221.4 billion, a 5.4% year‑over‑year...
Aemetis Inc (AMTX) Q4 2025 Earnings Call Transcript
Aemetis reported Q2 2025 revenue of $52.2 million, up $9.3 million thanks to resumed biodiesel shipments to India. The company highlighted a 30% boost in dairy RNG output, seven CARB‑approved low‑carbon pathways, and a surge in California LCFS credit prices to about...
United Maritime Corp (USEA) Q4 2025 Earnings Call Transcript
United Maritime Corp reported Q4 2025 net revenues of $57.4 million, a 7.7% increase year‑over‑year, and net income of $40.5 million, boosted by a $9.2 million vessel sale. Adjusted EBITDA rose 24% to $40.7 million, while the board lifted the annual dividend 7% to...
Full Truck Alliance Co Ltd (YMM) Q4 2025 Earnings Call Transcript
Full Truck Alliance reported a 22.3% year‑over‑year increase in fulfilled orders, reaching 63.4 million, and total revenue of RMB 3.36 billion, up 10.8%. Transaction‑service revenue surged 39% to RMB 1.46 billion, while freight‑brokerage revenue slipped, reflecting a strategic shift toward higher‑margin services. The July 2025...
SNDL Inc (SNDL) Q4 2025 Earnings Call Transcript
SandRidge Energy reported a strong Q4 2025 and full‑year performance, with average daily production climbing to 19.5 MBOE in the quarter and 18.5 MBOE annually, a 12% increase on a BOE basis and 32% rise in oil output. Revenue grew 25% to...
Stoneridge Inc (SRI) Q4 2025 Earnings Call Transcript
StoneX Group reported record fourth‑quarter and full‑year results, posting $85.7 million net income for Q4 and $305.9 million for FY 2025, with operating revenues exceeding $1.2 billion, up 31% year‑over‑year. The performance was propelled by the recent R.J. O’Brien and Benchmark acquisitions, which contributed...
MariMed Inc (MRMD) Q4 2025 Earnings Call Transcript
CorMedix reported Q4 2025 revenue of $128.6 million, propelled by DEFENCATH ($91.2 M) and the first full‑quarter contribution from the Melinta acquisition ($37.4 M). Full‑year pro forma revenue reached $401.3 million, matching prior guidance, with DEFENCATH net sales totaling $258.8 million. Adjusted EBITDA for the...
Stellus Capital Investment Corp (SCM) Q4 2025 Earnings Call Transcript
Stellus Capital Investment Corp reported Q2 2025 GAAP net investment income of $0.34 per share and a modest decline in net asset value per share, driven by reduced spillover income. The investment portfolio fell to $905.9 million across 112 companies, while...
TechTarget Inc (TTGT) Q4 2025 Earnings Call Transcript
TechTarget reported FY 2025 revenue of $486.8 million, essentially flat year‑over‑year, while adjusted EBITDA surged 10% to $87.3 million, beating guidance. The fourth quarter showed a 3% revenue increase and a 56% jump in adjusted EBITDA, lifting the quarterly margin...
Sprinklr Inc (CXM) Q4 2026 Earnings Call Transcript
Sprinklr reported Q1 FY2026 revenue of $205.5 million, a 5% year‑over‑year increase, with subscription revenue growing 4% to $184.1 million. Non‑GAAP operating income reached $36.7 million, delivering an 18% margin, and free cash flow hit a record $81 million. The company announced a $150 million...
Guardian Pharmacy Services Inc (GRDN) Q4 2025 Earnings Call Transcript
Guardian Pharmacy Services reported a strong Q4 2025, serving over 205,000 residents and generating $397.6 million in revenue, a 17% increase year‑over‑year with 12% organic growth. Adjusted EBITDA jumped 53% to $39.5 million, lifting the quarterly margin to 9.9% and prompting an...
Velocity Financial Inc (VEL) Q4 2025 Earnings Call Transcript
Velocity Financial reported a 66.5% jump in pretax earnings, setting a new company record for Q3 2025. Loan production reached $739 million, with new applications exceeding $1.4 billion, driving a 32% year‑over‑year portfolio expansion. Management highlighted a landmark single‑counterparty securitization that broadens...
Verrica Pharmaceuticals Inc (VRCA) Q4 2025 Earnings Call Transcript
Veru Inc. reported a $23.4 million public offering that lifted cash and working capital to $33 million and $29.7 million respectively, while narrowing its quarterly net loss to $5.3 million ($0.26 per share). The company received FDA feedback confirming two regulatory pathways for its...
Biote Corp (BTMD) Q4 2025 Earnings Call Transcript
Biote Corp reported Q4 2025 revenue of $46.4 million, down 6.9% year‑over‑year, with procedure revenue falling 13% to $31.8 million while dietary supplement sales grew 16% to $11.7 million. Gross margin contracted to 68% after a $1.3 million inventory charge linked to a voluntary...
Kamada Ltd (KMDA) Q4 2025 Earnings Call Transcript
Kamada reported Q3 2025 revenue of $47 million, a 13% year‑over‑year increase, and adjusted EBITDA of $11.7 million, up 34% from the prior year. The company reaffirmed its full‑year revenue target of $178‑$182 million and adjusted EBITDA guidance of $40‑$44 million, citing strong performance...
Katapult Holdings Inc (KPLT) Q4 2025 Earnings Call Transcript
Kontoor Brands reported record 2025 results, with full‑year revenue rising 18% to a new high and adjusted operating earnings up over 20%. The Helly Hansen acquisition contributed more than $700 million of pro‑forma revenue and $0.44 of earnings per share, while...
Kewaunee Scientific Corp (KEQU) Q3 2026 Earnings Call Transcript
Korn Ferry reported third‑quarter FY2026 fee revenue of $717 million, a 7% year‑over‑year increase marking the fifth straight quarter of accelerating growth. Adjusted EBITDA rose 7.5% to $123 million, lifting the margin to 17.2%, while adjusted diluted EPS climbed 8% to $1.28....
Netskope Inc (NTSK) Q4 2025 Earnings Call Transcript
Netskope (NTSK) posted record Q4 2025 activity, investing $245.4 million and $657.1 million for the year at a 7.5% blended cash yield while extending lease terms to an average of ten‑plus years. The REIT achieved an AFFO increase of 3.1% YoY, raised...
TSS Inc (TSSI) Q4 2025 Earnings Call Transcript
Global Payments reported third‑quarter 2020 results that far exceeded expectations, driven by a technology‑enabled strategy. Adjusted net revenue reached $1.75 billion, a 64% increase year‑over‑year, while adjusted operating margin rose 250 basis points to 41.1%. The company highlighted strong omnichannel volume...
Sonida Senior Living Inc (SNDA) Q4 2025 Earnings Call Transcript
Sonida Senior Living announced a $1.8 billion merger with CNL Healthcare Properties, slated to close in late Q1 2026. The deal is positioned to upgrade the portfolio’s real‑estate quality, boost AFFO per share and cut leverage toward a six‑times target. In Q3 2025...
Highpeak Energy Inc (HPK) Q4 2025 Earnings Call Transcript
Comstock Resources reported Q4 2025 oil and gas sales of $364 million, an 8% year‑over‑year increase despite a 14% production decline. Adjusted net income held steady at $46 million, while GAAP profit surged to $281 million thanks to a $294 million pretax gain from...
Culp Inc (CULP) Q3 2026 Earnings Call Transcript
Culp Inc reported flat consolidated net sales of $56.5 million in Q1 FY2025, with a modest 0.2% decline year‑over‑year but sequential growth in both upholstery and mattress segments. Upholstery fabrics improved operating margin to 6% while the mattress fabrics division...
Campbell's Co (CPB) Q2 2026 Earnings Call Transcript
Kennametal reported a 10% year‑over‑year organic sales increase in Q2 2026, marking its second straight quarter of organic growth. Adjusted EBITDA margin expanded to 17.1% from 13.9% and adjusted EPS rose to $0.47, driven by price realization, a $13 million buy‑ahead effect,...
Broadwind Inc (BWEN) Q4 2025 Earnings Call Transcript
Broadwind Inc. posted Q4 2025 revenue of $44.2 million, a 25% year‑over‑year increase, driven by strong heavy‑fabrication shipments and a surge in power‑generation orders. Total orders jumped 90% YoY to $44 million, with gearing orders up 260% and industrial‑solutions backlog reaching a...
Target Hospitality Corp (TH) Q4 2025 Earnings Call Transcript
Target Hospitality Corp’s Q4 2025 earnings call highlighted a slowdown in its government segment, but management pointed to a developing pipeline of federal bids for the Pecos and Cotulla projects that could bolster long‑term revenue. The company is actively marketing a...
Exodus Movement Inc (EXOD) Q4 2025 Earnings Call Transcript
Exponent (EXPO) posted Q4 2025 revenue of $147.4 million, an 8% year‑over‑year increase, and net revenue of $129.4 million, up 5% despite a shorter quarter. Adjusted for the missing week, net revenue would have risen in the low double‑digits, while EBITDA margin...
CuriosityStream Inc (CURI) Q4 2025 Earnings Call Transcript
CuriosityStream reported a 40% revenue jump to $71.7 million in 2025, propelled by a surge in AI‑training licensing and a solid subscription base. Gross margins rose to 60% in Q4, delivering a fourth straight quarter of positive adjusted EBITDA and a...
Serve Robotics Inc (SERV) Q4 2025 Earnings Call Transcript
Serve Robotics reported Q3 2025 revenue of $687,000, a 210% year‑over‑year increase, driven by a surge in fleet revenue and new branding and software streams. The company surpassed 1,000 deployed robots, shipped 380 units in September, and expanded its restaurant...
Flotek Industries Inc (FTK) Q4 2025 Earnings Call Transcript
Flotek Industries reported a strong Q2 2025, with total revenue up 26% year‑over‑year and data analytics revenue surging 189% to represent 10% of company sales. The newly acquired PowerTech assets contributed $3.2 million in revenue and roughly $3 million in gross profit...
Viant Technology Inc (DSP) Q4 2025 Earnings Call Transcript
Vanda Pharmaceuticals reported 2025 revenue of $216.1 million, up 9% year‑over‑year, driven primarily by Fanapt’s 24% sales increase and a successful bipolar launch. The company secured FDA approval for tradipitant (Nirius) to prevent motion‑sickness vomiting, with a commercial rollout slated for...
Oil-Dri Corporation of America (ODC) Q2 2026 Earnings Call Transcript
Oil‑Dri Corp. reported strong Q2 FY2025 results, with double‑digit sales growth in its fluids‑purification, animal‑health and crystal cat‑litter segments. Gross margin rose 11% year‑over‑year, delivering $22 million of EBITDA and enabling a $5 million debt paydown while the revolving credit facility remains...
Stitch Fix Inc (SFIX) Q2 2026 Earnings Call Transcript
Stitch Fix reported Q2 FY2025 revenue of $312.1 million, a 5.5% year‑over‑year decline but still above its guidance range. Adjusted EBITDA rose to $15.9 million (5.1% margin), and contribution margin reached 33% for the fourth consecutive quarter. Average order value jumped 9%...
Digimarc Corp (DMRC) Q4 2025 Earnings Call Transcript
RADCOM reported a record $71.5 million in total revenue for 2025, up 17.2% year‑over‑year and surpassing the midpoint of its guidance range. Gross margin improved to 76.8% and operating margin hit 20.6%, while cash reserves reached an all‑time high of...
Navigator Holdings Ltd (NVGS) Q4 2025 Earnings Call Transcript
Scorpio Tankers reported Q4 2025 adjusted EBITDA of $152 million, bringing full‑year adjusted EBITDA to $568 million. The company shifted from a $3.1 billion net‑debt position in 2021 to a $309 million net‑cash balance, supported by $1.7 billion of total liquidity and $450 million of debt...
Smith Douglas Homes Corp (SDHC) Q4 2025 Earnings Call Transcript
Smith Douglas Homes Corp reported a sharp decline in Q3 2025 results, with pre‑tax income dropping to $17.2 million, a 56% year‑over‑year decrease, and gross margin slipping to 21% from 26.5% a year earlier. Home sales revenue fell 6% to $262 million,...
UiPath Inc (PATH) Q4 2026 Earnings Call Transcript
Ingram Micro reported Q4 2026 net sales of $14.88 billion, up 11.5% year‑over‑year, and non‑GAAP EPS of $0.96, surpassing the top of its guidance. Adjusted free cash flow hit $1.63 billion, the strongest quarterly level in over a decade, while the company...
OppFi Inc (OPFI) Q4 2025 Earnings Call Transcript
OppFi reported a record Q3 2025 with revenue of $155 million, up 14% year‑over‑year, and adjusted net income of $41 million, a 41% increase. Net originations grew 12.5%, driven by nearly half of new loan volume from fresh customers and an auto‑approval...
Codexis Inc (CDXS) Q4 2025 Earnings Call Transcript
CareDx reported fourth‑quarter 2025 revenue of $108.4 million, a 25% year‑over‑year increase, driven by strong testing services and rapid growth in patient‑digital solutions. Adjusted EBITDA fell 34% to $6.5 million, reflecting a one‑time $6.7 million non‑executive cash bonus, while cash balances topped $200 million...
ATRenew Inc (RERE) Q4 2025 Earnings Call Transcript
ATRenew Inc. reported record Q4 2025 revenue of RMB5.15 billion, up 27.1% year‑over‑year, and non‑GAAP operating profit of RMB140 million, a 34.9% increase. The company highlighted strong growth in its 1P product line, a 102% surge in compliant refurbished product revenue, and...
Elutia Inc (ELUT) Q4 2025 Earnings Call Transcript
Elutia Inc. reported a 49% sequential revenue surge for its LU Pro bio‑envelope, driven by new hospital contracts and seven national GPO agreements, pushing the product toward a $20 million run‑rate by year‑end. The company settled the bulk of legacy litigation, resolving...
KLX Energy Services Holdings Inc (KLXE) Q4 2025 Earnings Call Transcript
KLX Energy Services reported a record 2025 year, delivering $406 million of free cash flow and repurchasing over $100 million of stock. The company reduced debt by $130 million, bringing the debt‑to‑capital ratio to 21.4% and ending the year with $542 million of liquidity....
BGSF Inc (BGSF) Q4 2025 Earnings Call Transcript
B&G Foods reported Q4 2025 net sales of $539.6 million, a 2.2% decline, while adjusted EBITDA fell to $84.7 million due to tariff costs and recent divestitures. The company completed the sale of its Green Giant U.S. frozen business for...