Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Core Molding Technologies Inc (CMT) Q4 2025 Earnings Call Transcript
Corebridge Financial reported a record $42 billion in 2025 sales, a 15% rise in adjusted pretax operating income to $760 million, and operating EPS of $1.22. The company completed the industry’s largest variable annuity reinsurance transaction, reducing legacy liabilities to roughly 1% of the balance sheet. Capital returned to shareholders hit $2.6 billion, and the board raised the quarterly dividend 4% to $0.25 per share. Management guided 2026 EPS growth toward the lower end of its 10‑15% target range, citing ongoing expense discipline and reduced rate sensitivity.
Shoulder Innovations Inc (SI) Q4 2025 Earnings Call Transcript
Shoulder Innovations reported a record fourth‑quarter revenue of $56.3 million, up 15 % year‑over‑year, and full‑year sales of $200.9 million, reflecting 20 % growth. Gross margin stayed near 79 % while adjusted EBITDA turned positive at $5.1 million, a 176 % improvement, and the company generated its...
ABM Industries Inc (ABM) Q1 2026 Earnings Call Transcript
ABM Industries reported Q1 2026 revenue of $2.1 billion, up 2.2% year‑over‑year, driven by strong organic growth in Technical Solutions (22% revenue increase) and Aviation (8% rise). Adjusted earnings per share improved to $0.87 and the company lifted the lower end...
Pangaea Logistics Solutions Ltd (PANL) Q4 2025 Earnings Call Transcript
Pangaea Logistics Solutions (Palomar) posted a record $2 billion gross written premium for 2025, a 32% increase, and adjusted net income of $216.1 million, up 62% year‑over‑year. Adjusted return on equity rose to 25.9%, surpassing its 2x target. The company completed the...
United Natural Foods Inc (UNFI) Q2 2026 Earnings Call Transcript
Upexi reported Q2 2026 results dominated by a steep decline in Solana’s price, which caused an $86.4 million unrealized loss and a total net loss of $178.9 million, or $2.94 per share. Revenue doubled to $8.1 million, driven by digital asset treasury operations,...
Motorsport Games Inc (MSGM) Q4 2025 Earnings Call Transcript
Motorsport Games reported a 37.7% year‑over‑year revenue increase to $2.6 million in Q2 2025, driven by Le Mans Ultimate DLC sales and rapid growth of its Race Control subscription service. Net income more than doubled to $4.2 million, delivering the company’s first positive operating...
LoanDepot Inc (LDI) Q4 2025 Earnings Call Transcript
loanDepot closed 2024 by completing its Vision 2025 cost‑reset program and announced a leadership transition, with CEO Frank Martell stepping down after the June 4 annual meeting. The fourth‑quarter adjusted net loss widened to $47 million, but pull‑through weighted rate‑lock volume...
Custom Truck One Source Inc (CTOS) Q4 2025 Earnings Call Transcript
Custom Truck One Source (CTOS) reported Q4 2025 revenue of $2.7 billion, a 3.5% year‑over‑year increase, and full‑year adjusted EPS of $10.79. Adjusted operating margin slipped to 8.4% as higher manufacturing overhead and an unfavorable product mix offset pricing gains. The...
Inspired Entertainment Inc (INSE) Q4 2025 Earnings Call Transcript
Inspire Medical Systems reported fourth‑quarter revenue of $269 million, a 12% increase year‑over‑year, and full‑year 2025 revenue of $912 million, up 14% driven by existing and new center growth. The company set 2026 revenue guidance between $950 million and $1 billion, reflecting a 4%‑10%...
Consumer Portfolio Services Inc (CPSS) Q4 2025 Earnings Call Transcript
Cooper‑Standard reported full‑year 2025 sales of $2.74 billion, a modest 0.4% increase driven by favorable foreign‑exchange and pricing recoveries. Adjusted EBITDA rose to $209.7 million, reaching the high end of management guidance, while GAAP net loss narrowed dramatically to $4.2 million. The company...
Apyx Medical Inc (APYX) Q4 2025 Earnings Call Transcript
Nuwellis (formerly Apyx) reported Q4 2025 revenue of $2.4 million, a modest 4% year‑over‑year increase driven by a 208% surge in U.S. console sales. Gross margin rose to 68.2% for the quarter and 62% for the full year, reflecting the recent...
Biontech SE (BNTX) Q4 2025 Earnings Call Transcript
BioNTech’s Q4 2024 earnings call highlighted a strategic pivot toward oncology, emphasizing the advancement of its bispecific antibody BNT327 and the recent acquisition of Biotheus to secure Chinese manufacturing and development capabilities. The company reported positive Phase 2 data for...
Blend Labs Inc (BLND) Q4 2025 Earnings Call Transcript
Blend Labs reported Q4 2021 revenue of $81 million, with its platform segment generating $37 million and Title365 $44 million. Despite a 35% drop in industry mortgage volumes, platform revenue rose 19% year‑over‑year and mortgage banking revenue grew 14%, while consumer‑banking revenue surged...
Valhi Inc (VHI) Q4 2025 Earnings Call Transcript
KVH Industries reported a 27% jump in Q4 service revenue to $28.3 million, driven by rapid subscriber growth and a massive expansion of its Starlink LEO data pool. The company added roughly 2,000 vessels, pushing the total contract fleet above 9,000,...
Priority Technology Holdings Inc (PRTH) Q4 2025 Earnings Call Transcript
Priority Technology Holdings reported broad‑based same‑store sales weakness in its merchant solutions segment, with restaurants, construction and wholesale trade hit hardest. A $2 million year‑over‑year revenue headwind stemmed from residual‑purchase runoff and lower end‑market revenue, improving from a $4.5 million drag earlier...
Willis Lease Finance Corp (WLFC) Q4 2025 Earnings Call Transcript
AerSale reported Q4 2025 revenue of $90.9 million, a 4% decline, while adjusted EBITDA rose 17.1% to $15.2 million. Excluding volatile flight‑equipment sales, revenue grew 9.8% in the quarter and 18.7% for the full year, driving a 38.2% increase in full‑year adjusted...
Oracle Corp (ORCL) Q3 2026 Earnings Call Transcript
Oracle reported Q3 FY2026 results highlighting a $523.3 billion RPO backlog, up 433% year‑over‑year, and total cloud revenue of $8 billion, representing 33% growth and half of overall revenue. Cloud infrastructure surged 66% to $4.1 billion, with GPU‑related revenue jumping 177%, while multi‑cloud...
Ideal Power Inc (IPWR) Q4 2025 Earnings Call Transcript
Quanta Services reported a record full‑year revenue of $28.5 billion, up 20% YoY, and a historic $44 billion backlog driven by grid upgrades and data‑center demand. The fourth quarter set new highs in revenue, adjusted EBITDA and free cash flow, underscoring the...
ADC Therapeutics SA (ADCT) Q4 2025 Earnings Call Transcript
ADC Therapeutics reported Q4 2025 product revenue of $15.8 million, down from $18 million a year earlier, while GAAP net loss narrowed to $41 million ($0.30 per share). Non‑GAAP operating expenses fell 12.1% to $45 million, driven by lower R&D spend. A $60 million private...
Stagwell Inc (STGW) Q4 2025 Earnings Call Transcript
Stag Industrial reported a record 2025, posting core FFO of $2.55 per share, up 6.3% year‑over‑year, and same‑store cash NOI growth of 4.3%. Leasing activity accelerated with 31 new leases covering 3 million square feet and cash spreads of 16.3%, while...
NIO Inc (NIO) Q4 2025 Earnings Call Transcript
NiSource reported full‑year 2025 adjusted earnings per share of $1.90 and a funds‑from‑operations‑to‑debt ratio of 16.1%, both surpassing its guidance. The company reaffirmed 2026 adjusted EPS guidance at $2.02‑$2.07, indicating roughly 8% year‑over‑year growth. Management highlighted a $6‑$7 billion Amazon Genco...
Nature's Sunshine Products Inc (NATR) Q4 2025 Earnings Call Transcript
Kohl's reported a 3.9% decline in net sales for Q4 2025 and a 4% drop for the full year, driven by weaker store traffic and weather impacts. Despite the top‑line weakness, gross margin rose 25 basis points to 33.1% and...
IDT Corp (IDT) Q2 2026 Earnings Call Transcript
Uniti Group reported a 24% year‑over‑year increase in Kinetic consumer‑fiber revenue and added 28,000 net subscribers, pushing total fiber customers to 535,000. The company expanded fiber passings to 1.9 million homes, adding 80,000 in the quarter, and set a 2026 revenue...
Exagen Inc (XGN) Q4 2025 Earnings Call Transcript
Axogen reported Q4 2025 revenue of $59.9 million, a 21.3% year‑over‑year increase, and full‑year revenue of $225.2 million, up 20.2% year over year. The company secured FDA approval of its Avance Nerve Graft biologics license, granting 12 years of market exclusivity and making...
Legend Biotech Corp (LEGN) Q4 2025 Earnings Call Transcript
Biogen reported full‑year 2025 non‑GAAP diluted EPS of $15.28 and $9.9 billion in revenue, a modest 2% YoY increase. Growth‑product sales surged 19% to $3.3 billion, driven by VUMERITY, SKYCLARIS, ZERZUVE and CALSADI, while legacy MS revenues are projected to fall mid‑teens...
Ultralife Corp (ULBI) Q4 2025 Earnings Call Transcript
Ultralife Corp reported Q2 2025 revenue of $48.6 million, a 13% increase year‑over‑year, driven by the Electrochem acquisition and a 61% jump in government defense sales within its battery segment. Net income fell to $0.9 million ($0.05 EPS GAAP) as...
Domo Inc (DOMO) Q4 2026 Earnings Call Transcript
Ooma reported Q4 2026 revenue of $74.6 million, a 15% year‑over‑year increase, driven by strong growth in its business‑subscription segment and the recent acquisitions of FluentStream and phone.com. Adjusted EBITDA rose to $11.5 million, representing a 15% margin, while non‑GAAP net income...
AeroVironment Inc (AVAV) Q3 2026 Earnings Call Transcript
Aviat Networks reported Q3 2026 revenue of $111.5 million, a year‑over‑year decline but a 5.9% increase in the first six months. Adjusted EBITDA rose to $11.3 million, representing 10.1% of revenue, while operating cash flow hit $23.9 million and net...
Esperion Therapeutics Inc (ESPR) Q4 2025 Earnings Call Transcript
Amarin reported fourth‑quarter 2025 net revenue of $49.2 million, down 21% year‑over‑year, while U.S. sales slipped 7% due to proactive pricing. Operating expenses fell 31% as the company pursued a global restructuring, narrowing the non‑restructuring operating loss to $2.3 million and generating...
Optical Cable Corp (OCC) Q1 2026 Earnings Call Transcript
Bridger Aerospace Group Holdings reported a full‑year revenue of $122.8 million, a 25% increase, and posted a net income of $4.1 million, reversing a loss from the prior year. Adjusted EBITDA rose to $45.3 million, and management forecast 2026 revenue of $135‑$145 million with...
KVH Industries Inc (KVHI) Q4 2025 Earnings Call Transcript
Intrepid Potash (KVHI) reported a blockbuster 2025, posting adjusted net income of $6.5 million and adjusted EBITDA of $63 million—an 80% YoY increase and the strongest since 2016. Sales volumes surged 20% to over 590,000 tons, driven by a record 303,000 tons of Trio,...
Westrock Coffee Co (WEST) Q4 2025 Earnings Call Transcript
Westrock Coffee Co. reported record third‑quarter adjusted EBITDA of $26.2 million, an 84% year‑over‑year increase, as consolidated net sales jumped 61% driven by higher volumes and price pass‑through. The Conway, Arkansas facility is now operating at roughly 80% of its planned...
Eltek Ltd (ELTK) Q4 2025 Earnings Call Transcript
Eltek Ltd reported a 20% year‑over‑year revenue increase to $12.5 million in Q2 2025, driven by strong defense demand and a higher‑margin flex‑rigid product mix. Gross profit doubled and gross margin rose to 24.1% from 15.6% a year earlier, while operating profit...
Fuelcell Energy Inc (FCEL) Q1 2026 Earnings Call Transcript
FuelCell Energy announced a sweeping restructuring that shifts resources to its proven molten carbonate platform while pausing broader solid‑oxide R&D, aiming to cut operating expenses by 30% versus FY2024. The company posted GAAP revenue of $37.4 million, narrowed its operating loss...
Heritage Insurance Holdings Inc (HRTG) Q4 2025 Earnings Call Transcript
Heritage Insurance Holdings (HRTG) posted Q4 2025 revenue of $357 million, a 19% year‑over‑year increase, driven by strong written‑premium growth and an 80% surge in Marketplace revenue. Adjusted EBITDA rose 97% to $57 million and net income jumped 238% to $29 million, helped...
NET Power Inc (NPWR) Q4 2025 Earnings Call Transcript
Ideal Power Inc. reported a Q4 2025 earnings call highlighting a multiyear strategic cooperation with Lazen, a letter of intent with an Asian power‑module maker, and progress on a Stellantis purchase order for EV‑related B‑TRAN devices. The company raised $12.6 million...
Unusual Machines Inc (UMAC) Q4 2025 Earnings Call Transcript
LightPath Technologies reported Q4 FY2025 revenue of $12.2 million, a 41 % year‑over‑year rise, while its backlog surged to $90 million—four times the level just months earlier. The company secured more than $40 million of infrared camera orders for 2026‑27, driven by a single...
BETA Technologies Inc (BETA) Q4 2025 Earnings Call Transcript
Beta Bionics reported a 54% jump in 2025 net sales to $100.3 million, with Q4 revenue climbing 57% to $32.1 million. Gross margin improved to 55.4% for the year and 59% in Q4, driven by scale and a growing pharmacy channel that...
NL Industries Inc (NL) Q4 2025 Earnings Call Transcript
NL Industries reported Q4 2025 net sales of $104.7 million and full‑year revenue of $422.2 million, with adjusted EBITDA reaching $12.9 million in the quarter and $49.0 million for the year. The company completed a major portfolio transformation, exiting low‑margin automotive parts and expanding...
Repay Holdings Corp (RPAY) Q4 2025 Earnings Call Transcript
Repay Holdings reported a robust fourth‑quarter 2021, with card payment volume surging 43% year‑over‑year and total revenue climbing 50% to $62.2 million. The company’s 2021 acquisitions—BillingTree, Kontrol Payables, and Payix—contributed roughly $14 million of incremental revenue and bolstered gross profit, which rose...
ACCO Brands Corp (ACCO) Q4 2025 Earnings Call Transcript
ACCO Brands reported full‑year net sales of $600 million, a 4.4% increase, driven by a 7% rise in U.S. revenue that now represents two‑thirds of the business. Q4 sales matched guidance at $164 million, but gross margin slipped in the quarter as...
Yext Inc (YEXT) Q4 2026 Earnings Call Transcript
Yelp reported record $1.46 billion net revenue for 2025, a 4% year‑over‑year increase driven by strong services advertising and AI‑powered product launches. Advertising revenue from services rose 8% while the Restaurants‑Retail‑Other segment fell 6%, reflecting continued macro pressure. The company posted...
Myomo Inc (MYO) Q4 2025 Earnings Call Transcript
MYR Group reported record 2025 revenue of $3.7 billion, a 17% jump in Q4, and a historic quarterly net income of $37 million. Gross margin rose to 11.4% and operating margins improved across both Transmission & Distribution and Commercial & Industrial segments....
Editas Medicine Inc (EDIT) Q4 2025 Earnings Call Transcript
Editas Medicine reported Q2 2024 progress on its gene‑edited cell therapy reni‑cel, presenting interim data from the RUBY sickle‑cell and EdiTHAL beta‑thalassemia trials. All 18 RUBY patients were free of vaso‑occlusive events, with hemoglobin levels above 14 g/dL and fetal hemoglobin exceeding...
ZIM Integrated Shipping Services Ltd (ZIM) Q4 2025 Earnings Call Transcript
Alphabet reported record Q4 2025 results, posting $113.8 billion in revenue, a 17% constant‑currency increase driven by strong Search and Cloud growth. Google Cloud revenue surged 48% year‑over‑year, delivering a 30% operating margin and expanding the cloud backlog to $240 billion. The...
FreightCar America Inc (RAIL) Q4 2025 Earnings Call Transcript
FreightCar America posted a 42% revenue jump to $160.5 million in Q3 2025, propelled by 1,304 railcar deliveries and a record adjusted EBITDA of $17 million, up 56% year‑over‑year. Gross margin improved to 15.1% and adjusted EBITDA margin reached 10.6%, the strongest since...
Castellum Inc (CTM) Q4 2025 Earnings Call Transcript
Constellium Inc. reported a strong fourth‑quarter 2025, delivering $2.2 billion in revenue, a 28% year‑over‑year increase, and an adjusted EBITDA (excluding metal‑price lag) of $213 million, the highest ever for the quarter. Net income swung to $113 million from a $47 million loss, driven...
ARS Pharmaceuticals Inc (SPRY) Q4 2025 Earnings Call Transcript
ARS Pharmaceuticals reported a pivotal quarter, with U.S. Neffy net product revenue soaring to $31.3 million—a 2.5‑fold quarter‑over‑quarter increase that beat consensus. New prescriber market share reached 10.3% and provider adoption rose 85% since August, while the Get Neffy On...
Hewlett Packard Enterprise Co (HPE) Q1 2026 Earnings Call Transcript
Commvault reported a strong Q1 2026, with total ARR climbing 24% to $996 million and subscription ARR surging 33% to $844 million, now 85% of total ARR. SaaS revenue accelerated 63% year‑over‑year, pushing SaaS ARR to $307 million and delivering a net‑dollar retention rate...
Korn Ferry (KFY) Q3 2026 Earnings Call Transcript
Kforce reported Q4 2025 revenue of $332 million, a 3% sequential increase per billing day, and annual 2025 revenue of $1.33 billion, down about 5% year‑over‑year. Adjusted EPS fell 22% to $2.09, while GAAP EPS was $1.96, impacted by a $0.13 charge...