Motley Fool – Earnings Transcripts
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Deals•Feb 26, 2026
Danaos Corporation Completes €500M Seven-Year Unsecured Bond Offering
Danaos Corporation (DAC) announced the completion of a €500 million seven‑year unsecured bond offering with a 6.875% coupon, diversifying its capital structure. The bond was disclosed during the company's Q4 2025 earnings call, highlighting its access to international debt markets.
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Deals•Feb 26, 2026
Sunrun Forms Joint Venture with Hannon Armstrong, Securing up to $500M Investment
Sunrun announced a new joint venture with Hannon Armstrong to finance over 300 MW of solar projects across 40,000 homes. Hannon Armstrong will invest up to $500 million over 18 months, providing structured equity while allowing Sunrun to retain a significant long‑term ownership...
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Deals•Feb 26, 2026
Cable One to Acquire Remaining 55% of Mega Broadband Investments for $480M
Cable One announced it will acquire the remaining 55% stake in Mega Broadband Investments (MBI) for an estimated $480 million, with the transaction slated to close on Oct. 1. The acquisition will add $308.9 million in annual revenue and 206,000 broadband customers,...
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Deals•Feb 26, 2026
Vistra Corp Announces Agreement to Acquire Cogentrix Energy
Vistra Corp announced an agreement to acquire Cogentrix Energy, adding roughly 5,500 MW of natural gas generation capacity to its portfolio. The deal was disclosed during Vistra's Q4 2025 earnings call on Feb. 26, 2026, and is expected to strengthen...
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Deals•Feb 26, 2026
Aeva Technologies Raises $150M in Strategic Funding From LG Innotek and Apollo
Aeva Technologies announced a strategic funding round that raised approximately $150 million, with corporate investors LG Innotek and Apollo. LG Innotek will commit up to $50 million in equity, joint product investment, and capital expenditures to accelerate Aeva’s entry into physical AI markets and...
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Deals•Feb 26, 2026
NLIGHT Raises over $190M in Follow‑on Equity Offering
nLIGHT Inc announced a follow‑on equity offering that raised over $190 million after expenses. The proceeds will fund manufacturing expansion, supply‑chain investments, staffing and potential M&A. The offering was completed earlier this month, boosting the company's cash balance to more than...
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Deals•Feb 26, 2026
Natera Acquires Foresight Diagnostics to Boost Ultra‑Sensitive MRD Testing
Natera announced the acquisition of Foresight Diagnostics during its Q4 2025 earnings call on Feb. 26, 2026. The deal adds Foresight's phased‑variant technology to Natera's Signatera platform, enabling detection below one fragment per 10 million normal copies. Financial terms were not...
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Deals•Feb 26, 2026
OneSpan Announces Acquisition of Build38 to Boost Mobile App Protection
OneSpan Inc. disclosed a definitive agreement to acquire Build38, a mobile application protection provider, with the transaction expected to close in Q1 2026. The acquisition aims to enhance OneSpan's app‑shielding capabilities and expand its cybersecurity portfolio. Deal terms were not...
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Deals•Feb 26, 2026
Evertec Announces Acquisition of Demensa to Expand Brazil Operations
Evertec Inc announced it will acquire Demensa, a Brazilian B2B technology provider serving financial institutions, to broaden its product offering and addressable market in Brazil. The deal was disclosed during Evertec's Q4 2025 earnings call on Feb. 26, 2026 and...
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Deals•Feb 25, 2026
Airgain Acquires HPUE Product Line From Nextivity
Airgain announced the acquisition of the high‑power user equipment (HPUE) product line from Nextivity, gaining IP, a customer base and a reseller agreement. The deal was disclosed during Airgain's Q4 2025 earnings call and is expected to be immediately adjusted...
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Deals•Feb 25, 2026
Armada Hoffler Properties Signs LOI to Sell 11 Multifamily Assets to Institutional Buyer
Armada Hoffler Properties (now A H Realty Trust) announced it has signed a letter of intent to sell 11 of its 14 multifamily assets to an institutional buyer. The deal, disclosed during its Q4 2025 earnings call on February 17,...
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Deals•Feb 25, 2026
Snowflake Completes $600M Acquisition of Observe
Snowflake Inc. announced the completion of its acquisition of Observe, an observability platform, for approximately $600 million in cash and stock. The deal was disclosed during Snowflake's Q4 2026 earnings call on Feb 25, 2026 and is expected to enhance Snowflake's AI Data Cloud...
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Deals•Feb 24, 2026
Bowhead Specialty Holdings Issues $150M Senior Unsecured Notes
Bowhead Specialty Holdings announced the issuance of $150 million 7.75% senior unsecured notes due 2030, disclosed during its Q4 2025 earnings call. The debt financing is intended to meet the company's year‑end 2026 regulatory capital requirements and support its growth...
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Deals•Feb 23, 2026
Devon Energy Announces Pending Merger with Cotera Energy
Devon Energy announced a pending merger with Cotera Energy, combining their complementary oil and gas portfolios. The combined entity expects to generate $1 billion in annual pretax synergies by the end of 2027. Deal terms and valuation were not disclosed.
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Deals•Feb 23, 2026
Easterly Government Properties Acquires Three‑asset Virginia Portfolio for $44.5M
Easterly Government Properties Inc announced the completion of a three‑asset acquisition from the Commonwealth of Virginia, valued at $44.5 million. The portfolio adds approximately 298,000 square feet of government‑leased space and is expected to generate stable cash flows. The deal was...
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Deals•Feb 20, 2026
Western Union to Acquire Intermex in Q2 2026
Western Union announced it will acquire Intermex, a U.S. and Latin America‑focused money‑transfer firm, with the transaction slated to close in the second quarter of 2026. The deal is expected to add $0.10 per share of earnings accretion in the...
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Deals•Feb 20, 2026
Howard Hughes Holdings to Acquire Vantage Holdings, Adding $2.1B Insurance Asset
Howard Hughes Holdings Inc announced that it will acquire Vantage Holdings, a move that will add a $2.1 billion insurance asset to its portfolio and diversify earnings beyond real estate. The acquisition is expected to close in the upcoming quarter,...
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Deals•Feb 20, 2026
Chemours to Receive $300M From Sale of Kuan Yin Site
The Chemours Company announced it has reached an agreement to sell its Kuan Yin site, expecting net proceeds of $300 million. The proceeds will be used to reduce debt and improve net leverage. The deal was disclosed during its Q4...
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Deals•Feb 20, 2026
RE/MAX Holdings Completes Largest Brokerage Conversion, Adding 1,200 Agents From the Riese Family’s Toronto Operation
RE/MAX Holdings announced the largest brokerage conversion in its history, acquiring a 17‑office Toronto operation owned by the Riese family. The deal, completed in January 2026, brings roughly 1,200 agents into the RE/MAX Canada network, expanding its footprint in the...
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Deals•Feb 20, 2026
CTO Realty Growth Inc to Acquire Texas Shopping Center for $83 Million
CTO Realty Growth Inc announced that it is under contract to acquire a 384,000‑square‑foot shopping center in Texas for approximately $83 million. The acquisition is expected to close in 2026, expanding the REIT’s portfolio of retail assets. The deal was disclosed...
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News•Feb 19, 2026
Comfort Systems USA Inc (FIX) Q4 2025 Earnings Call Transcript
Comfort Systems USA reported record Q4 2025 results, posting 35% same‑store revenue growth and a gross margin above 25% for the first time. Backlog surged to a record $12 billion, driven largely by technology and modular bookings tied to hyperscaler data‑center...
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News•Feb 19, 2026
Savers Value Village Inc (SVV) Q4 2025 Earnings Call Transcript
InvenTrust Properties Corp. reported a robust 2025 year, delivering 5.3% same‑property NOI growth and a 6.2% rise in NAREIT FFO to $1.89 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt to adjusted...
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News•Feb 19, 2026
N-Able Inc (NABL) Q4 2025 Earnings Call Transcript
N‑Able reported Q4 2025 revenue of $130 million, a 12% year‑over‑year increase, and ended the year with $540 million in annual recurring revenue, up 12% on a reported basis. Non‑GAAP adjusted EBITDA held steady at a 30% margin, while dollar‑based net revenue retention...
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News•Feb 19, 2026
Dropbox Inc (DBX) Q4 2025 Earnings Call Transcript
Dropbox posted Q3 2025 revenue of $634 million, a modest 0.7 % decline YoY, while non‑GAAP operating margin surged to 41.1 % above guidance. The company launched its self‑serve AI product Dash at $19 per user, achieving 60 % weekly active user engagement among...
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News•Feb 19, 2026
Klarna Group PLC (KLAR) Q4 2025 Earnings Call Transcript
Klarna Group reported a 28% jump in active consumers to 180 million and a 42% increase in merchants to 966,000 in Q4 2025. Gross merchandise volume hit $38.7 billion and revenue topped $1 billion, both surpassing guidance. Transaction margin dollars after provisions rose 17%...
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News•Feb 19, 2026
DT Midstream Inc (DTM) Q4 2025 Earnings Call Transcript
DT Midstream reported 2025 adjusted EBITDA of $1.138 billion, a 17% increase driven by a 27% surge in its Pipeline segment after the Midwest Pipeline acquisition. The company declared a quarterly dividend of $0.88 per share, up 7.3%, and achieved investment‑grade...
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News•Feb 19, 2026
Fidelity National Financial Inc (FNF) Q4 2025 Earnings Call Transcript
First American Financial reported a 47% jump in adjusted EPS to $1.99 and a 14% rise in title‑segment revenue, driven by a 35% surge in commercial revenue and higher average revenue per order. The company launched its AI‑powered Endpoint escrow...
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News•Feb 19, 2026
Quanta Services Inc (PWR) Q4 2025 Earnings Call Transcript
Quanta Services reported a record full‑year 2025 revenue of $28.5 billion, up 20% year‑over‑year, and posted all‑time highs in adjusted EBITDA, EPS, cash flow and free cash flow. The company ended the year with a $44 billion backlog, the strongest ever, driven...
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News•Feb 19, 2026
CenterPoint Energy Inc (CNP) Q4 2025 Earnings Call Transcript
CenterPoint Energy reported a 9% rise in both non‑GAAP earnings per share and dividend payouts for 2025, posting $0.45 non‑GAAP EPS in Q4 and $1.76 for the full year. Management reaffirmed 2026 non‑GAAP EPS guidance at $1.89‑$1.91 and highlighted a...
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News•Feb 19, 2026
LKQ Corp (LKQ) Q4 2025 Earnings Call Transcript
LKQ Corp reported Q4 2025 revenue of $3.3 billion, a 2.7% year‑over‑year increase, while adjusted diluted EPS fell to $0.59 from $0.78. Free cash flow reached $847 million for the year, surpassing its $825 million target, and the company repaid over $500 million of...
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News•Feb 19, 2026
Targa Resources Corp (TRGP) Q4 2025 Earnings Call Transcript
Targa Resources reported record Q4 2025 results, with Permian gathering volumes averaging 6.65 billion cubic feet per day, a 10% year‑over‑year increase, and NGL transportation hitting a record 1.05 million barrels per day. Adjusted EBITDA rose to $4.96 billion for the full year,...
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News•Feb 19, 2026
Wayfair Inc (W) Q4 2025 Earnings Call Transcript
Wayfair reported Q4 2025 revenue up 6.9% YoY (7.8% excluding Germany), with adjusted gross margin steady at 30.3% and contribution margin improving to 15.3%. Adjusted EBITDA surged to $224 million, driving full‑year EBITDA above $743 million and free cash flow up 40%...
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News•Feb 19, 2026
F&G Annuities & Life Inc (FG) Q4 2025 Earnings Call Transcript
F&G Annuities & Life reported record assets under management of $73.1 billion, a 12% year‑over‑year increase, driven by $14.6 billion in gross sales. Adjusted net earnings rose to $482 million for the year, with fee‑based income contributing 15% of earnings as the company...
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News•Feb 19, 2026
Re/Max Holdings Inc (RMAX) Q4 2025 Earnings Call Transcript
RE/MAX Holdings reported Q4 2025 revenue of $71.1 million and adjusted EBITDA of $22.4 million, delivering a 31.5% margin and adjusted diluted EPS of $0.30 despite a sluggish housing market. The franchise network reached an all‑time high of 148,500 agents, including over...
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News•Feb 19, 2026
Evergy Inc (EVRG) Q4 2025 Earnings Call Transcript
Evergy reported third‑quarter adjusted EPS of $2.03, a modest year‑over‑year rise, while narrowing its 2025 adjusted EPS outlook to $3.92‑$4.02 due to below‑normal cooling degree days. The utility unveiled a $17.5 billion capital plan through 2029 aimed at grid modernization and...
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News•Feb 19, 2026
EuroDry Ltd (EDRY) Q4 2025 Earnings Call Transcript
EuroDry Ltd reported Q4 2025 revenue of $14.4 million, a 2.2% decline, and a net loss of $0.24 per share. Adjusted EBITDA fell to $4.1 million from $5.0 million a year earlier, while cash stood at $18.8 million against $97.9 million of debt. The company...
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News•Feb 19, 2026
Accendra Health Inc (ACH) Q4 2025 Earnings Call Transcript
Sensus Healthcare reported a sharp revenue decline to $4.9 million in Q4 2025, driven by the loss of its largest customer, but offset slightly by growth in its Fair Deal Agreement program. The company secured exclusive CPT codes for its...
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News•Feb 19, 2026
Walmart Inc (WMT) Q4 2026 Earnings Call Transcript
Walmart reported 4.9% constant‑currency revenue growth in Q4, propelled by 24% eCommerce expansion and a 10.5% rise in adjusted operating income. Advertising and membership fees together accounted for nearly one‑third of operating profit, while automation now supports 60% of U.S....
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News•Feb 19, 2026
Garrett Motion Inc (GTX) Q4 2025 Earnings Call Transcript
Garrett Motion reported $3.58 billion in 2025 sales and a $510 million adjusted EBIT, delivering a 14.2% margin despite a modest Q4 margin dip. The company converted nearly 80% of adjusted EBIT into free cash flow and returned $260 million to shareholders through...
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News•Feb 19, 2026
Pediatrix Medical Group Inc (MD) Q4 2025 Earnings Call Transcript
Pediatrix Medical Group reported Q4 2025 adjusted EBITDA of $66 million, matching the top of its revised guidance, and delivered full‑year adjusted EBITDA of $276 million. The company projects 2026 adjusted EBITDA between $280 million and $300 million, roughly a 5% increase, while revenue...
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News•Feb 19, 2026
Navios Maritime Partners LP (NMM) Q4 2025 Earnings Call Transcript
Navios Maritime Partners reported Q4 2025 net income of $117.3 million and full‑year earnings of $285.3 million, with EBITDA of $224.8 million and $744.6 million respectively. The company raised its annual distribution by 20% to $0.24 per unit and repurchased 5.3% of outstanding units,...
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News•Feb 19, 2026
Pulse Biosciences Inc (PLSE) Q4 2025 Earnings Call Transcript
Pulse Biosciences reported its first commercial revenue of $86,000 from limited market release of the nPulse platform and Vibrance disposables. The company completed over 200 procedures across pilot programs and advanced multiple clinical studies, including FDA IDE clearance for the...
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News•Feb 19, 2026
Hamilton Insurance Group Ltd (HG) Q4 2025 Earnings Call Transcript
Hamilton Insurance Group reported a record $577 million net income for 2025, a 44% increase year‑over‑year, and a 22% return on average equity. Gross premiums written rose 21% to $2.9 billion, while the combined ratio improved to 92.9% for the year and...
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News•Feb 19, 2026
Endava PLC (DAVA) Q2 2026 Earnings Call Transcript
Endava reported Q2 FY2026 revenue of £184.1 million, a 5.9% year‑over‑year decline, while moving to a pre‑tax loss of £7.2 million as AI‑native investments compressed margins. Adjusted diluted EPS fell to 16p from 30p, with the AI spend estimated to shave roughly...
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News•Feb 19, 2026
Travelzoo (TZOO) Q4 2025 Earnings Call Transcript
Travelzoo reported Q2 2025 revenue of $23.9 million, a 13% year‑over‑year increase, primarily from advertising and commerce. GAAP operating profit fell to $2.1 million (9% of revenue) as the company ramped up member acquisition, with cost per new club member climbing to...
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News•Feb 19, 2026
Laureate Education Inc (LAUR) Q4 2025 Earnings Call Transcript
Laureate Education reported full‑year 2025 revenue of $1.7 billion, up 9%, and a record‑high adjusted EBITDA margin of 30.5% on $519 million of EBITDA. The company returned $217 million to shareholders and announced an additional $150 million authorization for its share‑repurchase program. Enrollment grew,...
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News•Feb 19, 2026
Onto Innovation Inc (ONTO) Q4 2025 Earnings Call Transcript
Onto Innovation reported Q3 2025 revenue of $218.2 million, surpassing the midpoint of its guidance, with a 54% gross margin and 21.1% operating margin. Advanced nodes contributed $54 million and are projected to reach $300 million for the full year, while specialty packaging...
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News•Feb 19, 2026
American Coastal Insurance Corp (ACIC) Q4 2025 Earnings Call Transcript
Acadian Asset Management reported record assets under management of $177.5 billion, a 52% increase year‑over‑year, driven by strong net client cash flows of $5.4 billion in Q4 and $29.4 billion for the full year. While US GAAP net income fell 18% in the...
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News•Feb 19, 2026
Consolidated Edison Inc (ED) Q4 2025 Earnings Call Transcript
Iridium Communications reported Q4 2025 results that met guidance, with full‑year service revenue up 3% and OIBDA reaching $495.3 million, a 5% year‑over‑year increase. Pro forma free cash flow hit $296 million, supporting a 3.3% dividend yield and a share‑repurchase program that...
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News•Feb 19, 2026
Alight Inc (ALIT) Q4 2025 Earnings Call Transcript
Alight Inc. posted FY 2025 revenue of $2.3 billion, with recurring revenue down 2.2% and project revenue plunging 22%, resulting in a 5% decline in revenue under contract for 2026. Adjusted EBITDA reached $561 million, delivering a 24.8% margin, while free cash flow...
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News•Feb 19, 2026
Howard Hughes Holdings Inc (HHH) Q4 2025 Earnings Call Transcript
Howard Hughes Holdings reported record Q4 2025 results, highlighted by $476 million MPC earnings before taxes driven by the sale of 621 residential acres at $890,000 per acre. The company announced a $2.1 billion Vantage Holdings acquisition, positioning it as a diversified...
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News•Feb 19, 2026
Employers Holdings Inc (EIG) Q4 2025 Earnings Call Transcript
Employers Holdings reported Q4 2025 gross premiums of $156.8 million, an 11% decline driven by weaker new business, 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 rebalance that cut equity...
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News•Feb 19, 2026
American Homes 4 Rent (AMH) Q4 2025 Earnings Call Transcript
American Homes 4 Rent reported a 6.2% year‑over‑year increase in core FFO per share to $0.47 and nudged its full‑year core FFO guidance to $1.87 per share. The company completed its development deliveries for the quarter, redeploying proceeds from the...
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News•Feb 19, 2026
Grail Inc (GRAL) Q4 2025 Earnings Call Transcript
Grail reported Q4 2025 revenue of $36.2 million, a 26% year‑over‑year rise, driven by 45,000 Gallery tests sold—a 39% volume increase. The company completed a $325 million private placement, boosting cash to roughly $850 million, and announced a strategic partnership with Samsung that...
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News•Feb 19, 2026
Texas Roadhouse Inc (TXRH) Q4 2025 Earnings Call Transcript
Texas Roadhouse reported total revenue just under $5.9 billion for 2025, with all three brands posting both sales and traffic growth. Same‑store sales rose 4.9% year‑over‑year, driven primarily by a 2.8% increase in guest traffic. Restaurant margin slipped to 13.9% as...
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News•Feb 19, 2026
Live Nation Entertainment Inc (LYV) Q4 2025 Earnings Call Transcript
Live Nation Entertainment reported an 11% revenue increase and a 24% rise in operating income for Q4 2025, propelled by a 60% surge in stadium activity and strong international fan growth. Adjusted operating income (AOI) climbed 14%, helped by $40 million...
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News•Feb 19, 2026
Integer Holdings Corp (ITGR) Q4 2025 Earnings Call Transcript
Integer Holdings reported an 8% rise in full‑year sales to $1.85 billion, with organic growth above 6%, and a 21% jump in adjusted EPS to $6.40. Adjusted operating income grew 13% and the operating margin expanded to 17.3%, driven by gross‑margin...
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News•Feb 19, 2026
Mastech Digital Inc (MHH) Q4 2025 Earnings Call Transcript
TTM Technologies reported a 19% year‑over‑year increase in Q4 2025 net sales, reaching $774.3 million, driven by strong demand in data‑center computing, networking, and aerospace & defense. Non‑GAAP earnings per share hit a record $0.70, matching the top of guidance, while...
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News•Feb 19, 2026
Lemonade Inc (LMND) Q4 2025 Earnings Call Transcript
Lemonade reported record Q4 2025 results, with in‑force premium hitting $1.24 billion, a 31% year‑over‑year rise, and revenue surging 53% to $228 million. Gross profit jumped 73% to $111 million, while adjusted EBITDA loss narrowed to $5 million, putting the insurer on the brink of...
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News•Feb 19, 2026
Donegal Group Inc (DGICA) Q4 2025 Earnings Call Transcript
Donegal Group reported a record $3.7 billion after‑tax operating income for 2025, driven by a 26% jump to $1.1 billion in Q4. The consolidated combined ratio improved to 80.6%, underscoring strong underwriting profitability across insurance, reinsurance and mortgage segments. Share repurchases totaled...
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News•Feb 19, 2026
Tandem Diabetes Care Inc (TNDM) Q4 2025 Earnings Call Transcript
Tandem Diabetes Care reported record 2020 results, generating roughly $500 million in revenue—a 38% year‑over‑year increase—and shipping more than 90,000 insulin pumps. The company now serves over 200,000 customers worldwide and has expanded its Control‑IQ automated insulin‑delivery algorithm, which has driven...
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News•Feb 19, 2026
TechnipFMC PLC (FTI) Q4 2025 Earnings Call Transcript
TechnipFMC reported full‑year 2025 revenue of $9.9 billion, up 9%, and adjusted EBITDA of $1.8 billion, a 33% increase driven by strong operating leverage. The Subsea segment generated $10.1 billion of inbound orders, with more than 80% awarded on a direct basis through...
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News•Feb 19, 2026
Forum Energy Technologies Inc (FET) Q4 2025 Earnings Call Transcript
Forum Energy Technologies (FET) posted Q4 2025 revenue of $202 million, up 3% sequentially, and adjusted EBITDA of $23 million, both at the high end of guidance. International sales surged 78% quarter‑over‑quarter, pushing the backlog to an eleven‑year high, up 46% year‑to‑date....
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News•Feb 19, 2026
Chemours Co (CC) Q4 2025 Earnings Call Transcript
Chemours reported a $300 million net proceeds from the sale of its Kuan Yin site, earmarked for debt reduction and leverage improvement. The company posted $92 million of free cash flow in Q4 and highlighted record Opteon refrigerant sales, with the product...
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News•Feb 19, 2026
Inseego Corp (INSG) Q4 2025 Earnings Call Transcript
Inspire Medical Systems reported fourth‑quarter revenue of $269 million, a 12% increase, and full‑year revenue of $912 million, up 14% year‑over‑year, driven by existing and new center growth. The company set 2026 revenue guidance between $950 million and $1 billion, reflecting a 4%‑10% growth...
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News•Feb 19, 2026
Cushman & Wakefield Ltd (CWK) Q4 2025 Earnings Call Transcript
Cushman & Wakefield reported a strong 2025 year, delivering adjusted EPS of $1.22—a 34% YoY increase—and total revenue of $7.1 billion, up 7% across all service lines and regions. Adjusted EBITDA rose 11% to $656 million with a 46‑basis‑point margin expansion, while...
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News•Feb 19, 2026
AMN Healthcare Services Inc (AMN) Q4 2025 Earnings Call Transcript
AMN Healthcare reported Q2 2025 revenue of $658 million, hitting the top of its guidance but falling 11% year‑over‑year. A $110 million goodwill impairment drove a GAAP net loss of $116 million, while adjusted EBITDA slipped to $58 million with an 8.9% margin. Gross...
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News•Feb 19, 2026
Gentherm Inc (THRM) Q4 2025 Earnings Call Transcript
Gentherm reported record $1.5 billion revenue for 2025, a 2.9% increase, and secured $2.2 billion of automotive new‑business awards, including $485 million in Q4. Adjusted EBITDA fell to $175 million (11.7% of sales) amid higher material costs, while operating cash flow rose 7% to...
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News•Feb 19, 2026
GATX Corp (GATX) Q4 2025 Earnings Call Transcript
GATX Corp reported Q4 2025 net income of $97 million, or $2.66 per diluted share, and full‑year earnings of $333.3 million, $9.12 per share, marking an 11% EPS increase year‑over‑year. The company maintained a conservative 3.3‑to‑1 leverage ratio and ROE above 12%...
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News•Feb 19, 2026
Insmed Inc (INSM) Q4 2025 Earnings Call Transcript
Insmed reported a $144.6 million net revenue for Brinsupri’s first full U.S. quarter, surpassing internal launch benchmarks. Management set a minimum $1 billion Brinsupri revenue target for 2026 and projected total company revenue to more than double 2025 levels, driven by continued...
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Deals•Feb 19, 2026
Siriuspoint's IMG to Acquire Assist America and World Nomads
Siriuspoint Ltd announced that its A&H MGA, IMG, will acquire travel assistance provider Assist America and travel insurance platform World Nomads. The deals are expected to add $4‑5 million of annual EBITDA each after integration in 2026. No financial terms were...
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Deals•Feb 19, 2026
Americold Realty Trust Closes $250M Term Loan
Americold Realty Trust announced it closed a $250 million term loan as part of its capital markets activity, alongside repaying its U.S. revolver and addressing a $200 million Series A maturity. The financing will support the REIT's deleveraging efforts and...
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Deals•Feb 19, 2026
Transocean Announces Definitive Agreement to Acquire Valaris
Transocean Ltd announced a definitive agreement to acquire offshore drilling contractor Valaris, targeting over GBP 200 million in cost synergies and a pro‑forma combined backlog of nearly $11 billion. The transaction is expected to close in 2026, with the combined entity aiming...
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Deals•Feb 19, 2026
John Deere Completes Acquisition of Tenna to Expand Digital Solutions Portfolio
Deere & Company announced the completion of its acquisition of Tenna, a provider of mixed‑fleet job‑site management and workflow automation software. The deal broadens John Deere’s digital offerings for construction and agriculture customers. Financial terms were not disclosed.
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Deals•Feb 18, 2026
Amplitude Acquires AI-Native Marketing Analytics Startup InfiniGrow
Amplitude Inc announced the acquisition of InfiniGrow, an AI-native marketing analytics startup, to strengthen its platform with AI engineering talent and better connect marketing spend to revenue impact. The deal was disclosed during Amplitude's Q4 2025 earnings call on February...
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Deals•Feb 18, 2026
Radian Group Acquires Inigo for $1.67B
Radian Group announced the closing of its acquisition of Inigo, a specialty insurer underwritten through Lloyd's of London, for a purchase price of $1.67 billion. The deal was funded entirely with internal liquidity and excess capital, with no new equity issued,...
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Deals•Feb 18, 2026
BrightSpire Closes $955M CRE CLO
BrightSpire announced the closing of its fourth managed commercial real estate collateralized loan obligation (CRE CLO) valued at $955 million, featuring a $98 million ramp and a two-and-a-half-year reinvestment period. The transaction involved 19 investors across all tranches and expands...
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Deals•Feb 18, 2026
Danaos Corporation Completes €500M Seven-Year Unsecured Bond Offering
Danaos Corporation announced the completion of a €500 million seven‑year unsecured bond with a 6.875% coupon, diversifying its capital structure as reported in its Q4 2025 earnings call. The bond strengthens liquidity and funds future growth initiatives.
Motley Fool – Earnings Transcripts
Deals•Feb 18, 2026
Edison International Files $2B Woolsey Fire-Related Securitization
Edison International announced it has filed an application to securitize approximately $2 billion of Woolsey fire-related costs, with the transaction expected to close in mid‑2026. The securitization aims to offset normal debt issuance and manage wildfire-related liabilities.
Motley Fool – Earnings Transcripts
Deals•Feb 18, 2026
Clean Harbors to Acquire DCI Environmental Businesses for $130M
Clean Harbors Inc announced the acquisition of DCI environmental businesses for $130 million, disclosed during its Q4 2025 earnings call on Feb. 18, 2026. The deal is expected to generate $40 million in annual revenue and $11 million in adjusted...
Motley Fool – Earnings Transcripts
Deals•Feb 18, 2026
Charles River Laboratories Completes Acquisition of KF Cambodia
Charles River Laboratories International Inc announced the closing of its acquisition of KF Cambodia, a long‑time non‑human primate supplier, to strengthen its Discovery and Safety Assessment (DSA) supply chain and reduce costs. The deal, finalized in early 2026, is expected...
Motley Fool – Earnings Transcripts