Motley Fool – Earnings Transcripts
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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 disclosed.
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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
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
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
VICI Properties Announces $1.16B Sale-Leaseback with Golden Entertainment
VICI Properties announced a $1.16 billion sale‑leaseback transaction involving seven Nevada casino properties with Golden Entertainment and its chairman Blake Sartini. The deal, expected to close later in 2026, will add Golden Entertainment as VICI’s fifteenth tenant.
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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
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
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 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
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 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 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
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 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
CTO Realty Growth Inc (CTO) Q4 2025 Earnings Call Transcript
CTO Realty Growth reported a record 95.9% lease occupancy and a 4.3% same‑property NOI increase for shopping centers in Q4 2025. The company signed 189,000 sq ft of leases, including a 31% cash‑rent uplift, and closed $166 million of investments at a 9%...
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News•Feb 19, 2026
Idacorp Inc (IDA) Q4 2025 Earnings Call Transcript
IDEX Corp reported modest 1% organic revenue growth in Q4 2025, driven primarily by a 34% surge in HST segment orders that reached a record $493 million. Adjusted EBITDA margin expanded by 40 basis points year‑over‑year, and free cash flow hit...
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News•Feb 19, 2026
Choice Hotels International Inc (CHH) Q4 2025 Earnings Call Transcript
Choice Hotels reported full‑year 2025 adjusted EBITDA of $626 million, up 4% and in line with guidance, while adjusted EPS matched the midpoint at $6.94. International expansion accelerated, adding 13% rooms to nearly 160,000 and pushing direct‑franchised rooms above 40% of...
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News•Feb 19, 2026
Guardant Health Inc (GH) Q4 2025 Earnings Call Transcript
GE HealthCare reported Q4 2025 revenue of $5.7 billion, up 4.8% organically, and posted a record backlog of $21.8 billion with a book‑to‑bill ratio of 1.06. Adjusted EBIT margin slipped to 16.7% after a $100 million tariff hit, while adjusted EPS fell 0.7%...
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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 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
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
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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News•Feb 18, 2026
Fiverr International Ltd (FVRR) Q4 2025 Earnings Call Transcript
Fiverr International posted Q4 2025 revenue of $107.2 million, a 3% year‑over‑year increase, and achieved a record adjusted EBITDA margin of 25% at $26.5 million. The company announced a strategic shift toward high‑value, AI‑native projects, de‑prioritizing low‑end transactions, and unveiled a four‑pillar...
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News•Feb 18, 2026
Coca-Cola Consolidated Inc (COKE) Q4 2025 Earnings Call Transcript
Coca‑Cola Consolidated reported Q4 2025 organic revenue growth of 5% and a comparable EPS of $0.58, a 6% year‑over‑year increase, despite a 5‑point currency headwind. The company generated $11.4 billion in free cash flow, lifted North America operating margin to 30%,...
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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
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
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
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
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
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
Radian Group Inc (RDN) Q4 2025 Earnings Call Transcript
Radian Group reported $618 million net income for 2025, driven by an 8% share‑count reduction and strong mortgage‑insurance growth. Total revenues reached $1.2 billion and book value per share rose 13% to $35.29. The company completed the $1.67 billion Inigo acquisition using internal...
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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
Jackson Financial Inc (JXN) Q4 2025 Earnings Call Transcript
Jackson Financial Inc. reported a strong fourth‑quarter 2025, posting adjusted operating earnings of $455 million and a 12% year‑over‑year earnings increase. Retail annuity sales hit a record $20 billion, while full‑year free capital generation rose to nearly $1.4 billion, supporting a $862 million capital...
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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
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
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
American States Water Co (AWR) Q4 2025 Earnings Call Transcript
American States Water Company reported GAAP earnings per share of $0.87 for Q2 2025, a $0.02 increase year‑over‑year, driven by newly approved water and electric rates. The water segment posted EPS of $0.73 and the electric segment $0.03, while operating...
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News•Feb 18, 2026
Clearwater Analytics Holdings Inc (CWAN) Q4 2025 Earnings Call Transcript
Corebridge Financial reported a strong fourth‑quarter 2025, posting adjusted pretax operating income of $760 million and operating EPS of $1.22, a 15% year‑over‑year increase. Total sales reached a record $42 billion, up 4%, while the company returned $2.6 billion to shareholders, lifting the...
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News•Feb 18, 2026
ONE Gas Inc (OGS) Q4 2025 Earnings Call Transcript
ONE Gas reported a full‑year 2025 net income of $264 million and adjusted net income of $271 million, delivering $4.37 GAAP EPS and $4.48 adjusted EPS. The company introduced a non‑GAAP adjustment to reflect the impact of Texas House Bill 4384, which...
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News•Feb 18, 2026
Verisk Analytics Inc (VRSK) Q4 2025 Earnings Call Transcript
Verisk Analytics reported Q4 2025 GAAP revenue of $779 million, up 5.9%, while GAAP net income fell 6.2% to $197 million due to early debt‑extinguishment costs and the absence of prior‑year investment gains. Subscription revenue, which now represents 84% of total sales,...
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News•Feb 18, 2026
Broadstone Net Lease Inc (BNL) Q4 2025 Earnings Call Transcript
Broadstone Net Lease reported 2025 AFFO per share of $1.49, a 4.2% increase year‑over‑year, while maintaining a 99% leased portfolio with 99.8% rent collection. The company deployed $748.4 million of capital, emphasizing build‑to‑suit projects—nine in‑process developments representing $345 million—and shifting 2026 investment...
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News•Feb 18, 2026
Bausch + Lomb Corp (BLCO) Q4 2025 Earnings Call Transcript
Glaukos Corp reported record fourth‑quarter 2025 sales of $143.1 million, a 36% year‑over‑year increase, and annual net sales of $507.4 million, up 32%. The company reaffirmed its 2026 revenue outlook of $600‑$620 million, indicating more than 20% growth. Growth was powered by the...
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News•Feb 18, 2026
DoorDash Inc (DASH) Q4 2025 Earnings Call Transcript
DoorDash reported accelerated international growth in Q4 2025, led by its Deliveroo and Wolt acquisitions, while consolidating three technology platforms to streamline operations. The company expects a modest rise in full‑year 2026 EBITDA margin, with Deliveroo contributing roughly $200 million of...
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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
Coeur Mining Inc (CDE) Q4 2025 Earnings Call Transcript
Coeur Mining reported a historic 2025, with gold output soaring 723% year‑over‑year to a record level and silver production rising 5%. EBITDA more than doubled to over $1 billion and free cash flow flipped to $666 million, while cash balances grew tenfold....
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News•Feb 18, 2026
Medallion Financial Corp (MFIN) Q4 2025 Earnings Call Transcript
Medallion Financial Corp reported a record $2.567 billion loan portfolio for Q4 2025, up 3% year‑over‑year, driven by strong recreation, home‑improvement and commercial originations. Net interest income climbed 8% to $56.4 million, pushing quarterly net income to $12.2 million ($0.50 per share). The company...
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News•Feb 18, 2026
Clean Harbors Inc (CLH) Q4 2025 Earnings Call Transcript
Clean Harbors reported record $6 billion total revenue for fiscal 2025, with Q4 sales up 5% to $1.5 billion. Adjusted EBITDA reached $1.17 billion annually and $279 million in the quarter, pushing the margin to 18.6% in Q4. The company secured a $110 million PFAS...
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News•Feb 18, 2026
Perion Network Ltd (PERI) Q4 2025 Earnings Call Transcript
Perion Network reported Q4 2025 revenue of $137.1 million, a 6% year‑over‑year increase, while contribution ex‑TAC rose 19% to $65.2 million. Adjusted EBITDA surged 53% to $24.3 million, and operating cash flow jumped over 400% to $21.8 million. The company...
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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
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
CVR Energy Inc (CVI) Q4 2025 Earnings Call Transcript
CVR Energy reported a Q4 2025 net loss of $10 million and EBITDA of $20 million, with full‑year EBITDA of $211 million. Ammonia plant utilization fell to 64% due to a Coffeyville turnaround and air‑separation unit issues, while UAN and ammonia prices rose...
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News•Feb 18, 2026
Invitation Homes Inc (INVH) Q4 2025 Earnings Call Transcript
Invitation Homes reported full‑year same‑store NOI growth of 2.3%, surpassing the midpoint of its guidance, while maintaining 96.8% occupancy and a low 22.8% turnover rate. Core FFO rose to $1.91 per share and AFFO to $1.63 per share, reflecting modest...
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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
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
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
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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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
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
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
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
Texas Pacific Land Corp (TPL) Q4 2025 Earnings Call Transcript
Texas Pacific Land Corp reported record fourth‑quarter 2025 results, with oil and gas royalty production rising 23% year‑over‑year and water sales surpassing 1 million barrels per day, up 36%. Full‑year free cash flow hit a record $498 million, an 8% increase, while...
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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
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
Wingstop Inc (WING) Q4 2025 Earnings Call Transcript
W.P. Carey reported a 5.7% year‑over‑year increase in AFFO per share to $4.97, topping the midpoint of its guidance. The REIT completed a record $2.1 billion of 2025 investments, heavily weighted toward industrial and retail assets, while generating attractive 150‑basis‑point spreads...
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News•Feb 18, 2026
CRH PLC (CRH) Q4 2025 Earnings Call Transcript
Crane reported adjusted EPS of $1.64 for Q4 2025, driven by 5.6% core sales growth and strong performance in its Aerospace & Electronics segment. The company raised its full‑year adjusted EPS guidance to $5.75‑$5.95, implying roughly 20% earnings growth at...
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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
Amplitude Inc (AMPL) Q4 2025 Earnings Call Transcript
Amplitude reported Q4 2025 revenue of $91.4 million, a 17% year‑over‑year increase, and full‑year revenue of $343.2 million, up 15% YoY. Enterprise ARR surged 20% YoY, pushing total ARR to $366 million and net dollar retention above 105%. 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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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.
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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
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...
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
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,...
Motley Fool – Earnings Transcripts
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...
Motley Fool – Earnings Transcripts