Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
LSB Industries Inc (LXU) Q4 2025 Earnings Call Transcript
LSB Industries reported a strong fourth‑quarter 2018, posting $94.7 million in revenue, a 31% year‑over‑year increase, and adjusted EBITDA of $23.3 million versus $1 million in the prior year. The improvement stemmed from higher fertilizer pricing, robust ammonia and UAN volumes, and plant on‑stream rates averaging roughly 95% across its three facilities. A temporary natural‑gas price spike to $4.50 per MMBtu trimmed EBITDA by about $5 million, while safety performance and environmental metrics also advanced. Management signaled continued growth in 2019, backed by capital projects and operational upgrades.
MiMedx Group Inc (MDXG) Q4 2025 Earnings Call Transcript
MiMedx Group reported record Q4 2025 results, posting $118 million in net sales—a 27% year‑over‑year increase—and adjusted EBITDA of $29 million, representing 25% of revenue. The company highlighted a strong profit profile with an adjusted gross margin of 86% and GAAP net...
Universal Health Services Inc (UHS) Q4 2025 Earnings Call Transcript
Universal Health Services reported a 10% same‑facility EBITDA increase in Q2 2025, driven by higher acute‑care pricing and a 5.7% rise in net revenue. Adjusted patient days grew, especially in behavioral outpatient services, while cash flow from operations fell $167 million year‑over‑year....
Starwood Property Trust Inc (STWD) Q4 2025 Earnings Call Transcript
Starwood Property Trust reported a $225 million cash‑out refinancing gain on its Florida multifamily portfolio, effectively extracting four times the original equity and hinting at a potential $1.5 billion upside. The firm completed its fourth CRE CLO, pricing at 165 basis points...
St Joe Co (JOE) Q4 2025 Earnings Call Transcript
St. Joe Company posted a 63% revenue jump and a 130% surge in net income for 2025, driven by a 94% rise in residential revenue and higher home‑site pricing. Residential gross margins climbed to 53% from 39%, while leasing and...
FTAI Aviation Ltd (FTAI) Q4 2025 Earnings Call Transcript
Fortress Transportation and Infrastructure Investors (FTAI) reported a sharp decline in 2020 results, with adjusted EBITDA falling to $243.3 million, down 51% from 2019, and normalized funds available for distribution (FAD) dropping to $147.9 million. The company announced a 23rd...
Permian Resources Corp (PR) Q4 2025 Earnings Call Transcript
Permian Resources reported record Q2 execution, delivering 385,000 boe/d total production and 176,500 bpd of oil, surpassing its own forecasts. The company closed a $600 million Apache bolt‑on, integrating the assets within weeks and adding roughly 900 bpd of oil. Fitch...
C3.ai Inc (AI) Q3 2026 Earnings Call Transcript
PowerFleet reported Q3 2026 revenue up 7% YoY (9% on an apples‑to‑apples basis) and adjusted EBITDA rising 20% to $25.7 million, with margins expanding to 23%. Service revenue grew 11% and now represents 80% of total revenue, underscoring the shift to...
Churchill Downs Inc (CHDN) Q4 2025 Earnings Call Transcript
Churchill Downs reported 2019 net revenue of $1.3 billion and a record adjusted EBITDA of $451 million, up 32% and 37% year‑over‑year respectively. The company returned $115 million to shareholders and has now delivered over $1 billion in cumulative returns across five years while...
LivaNova PLC (LIVN) Q4 2025 Earnings Call Transcript
Harley‑Davidson reported a 28% drop in Q4 2025 revenue and a $361 million operating loss, driven by steep declines in both the HDMC and HDFS segments. Full‑year revenue fell 14% to $4.5 billion, while dealer inventory was cut 17% globally, surpassing its...
Pebblebrook Hotel Trust (PEB) Q4 2025 Earnings Call Transcript
Brookdale Senior Living reported full‑year 2025 adjusted EBITDA of $458 million, a 19% increase and the fourth straight year of double‑digit growth. Occupancy rose to an 82.5‑83.5% weighted average, the highest level since early 2020, while RevPAR grew 5.7% and adjusted...
Veracyte Inc (VCYT) Q4 2025 Earnings Call Transcript
Veracyte reported fourth‑quarter 2025 revenue of $140.6 million, a 19% year‑over‑year increase driven by strong testing volume and higher average selling prices. Non‑GAAP gross margin rose to 75.1%, with testing margin reaching 76.1% after the transition to the v2 transcriptome platform....
Maravai LifeSciences Holdings Inc (MRVI) Q4 2025 Earnings Call Transcript
Mirion Technologies reported record 2025 orders exceeding $1.1 billion, a 26% year‑over‑year rise driven by strong nuclear power demand and a $150 million large‑project pipeline. Acquisitions of CertRec and Paragon Energy Solutions lifted nuclear‑power revenue to roughly 40% of total sales and...
Acadia Healthcare Company Inc (ACHC) 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. Management fees surged 32% to $146 million, and ENI diluted...
Hovnanian Enterprises Inc (HOV) Q1 2026 Earnings Call Transcript
Hovnanian Enterprises reported third‑quarter fiscal 2025 revenue of $801 million, an 11% year‑over‑year increase driven by higher deliveries. Adjusted EBITDA reached $77 million, topping the high end of management guidance, while adjusted gross margin slipped to 17.3% due to a rise in...
Euroseas Ltd (ESEA) Q4 2025 Earnings Call Transcript
Euroseas Ltd reported Q4 2025 revenue of $57.4 million, up 7.7% year‑over‑year, and net income of $40.5 million, driven by higher charter rates and a $9.2 million vessel‑sale gain. Adjusted EBITDA rose 24% to $40.7 million, while the board increased the annual dividend 7%...
Dine Brands Global Inc (DIN) Q4 2025 Earnings Call Transcript
Dine Brands Global reported Q3 2025 revenue up 10.8% to $216.2 million, while adjusted EBITDA fell to $49 million amid temporary restaurant closures and higher G&A costs. Applebee’s delivered 3.1% comparable‑sales growth and 22.9% off‑premise sales share, whereas IHOP posted a 1.5%...
Centuri Holdings Inc (CTRI) Q4 2025 Earnings Call Transcript
Centrus Energy reported FY 2025 revenue of $448.7 million, a modest 1.5% increase, with gross profit rising 5% to $117.5 million and net income of $77.8 million. Growth was driven by a 21% jump in SWU sales, while uranium revenue...
LifeStance Health Group Inc (LFST) Q4 2025 Earnings Call Transcript
LifeStance Health reported 2021 revenue of $668 million, a 77% year‑over‑year increase, and generated $49 million in adjusted EBITDA. The company expanded its clinician base to 4,790, a 55% rise, and now operates in 32 states with over 500 centers. Telehealth accounted...
United Therapeutics Corp (UTHR) Q4 2025 Earnings Call Transcript
United Therapeutics reported record Q4 2025 revenue of $800 million, a 7% year‑over‑year increase driven by double‑digit growth of its Tyvaso DPI inhaler and Orenitram. The company unveiled new 80‑112 µg Tyvaso DPI cartridges, expanding dosing flexibility, and highlighted unprecedented results from...
Essential Utilities Inc (WTRG) Q4 2025 Earnings Call Transcript
Select Water Solutions reported $1.4 billion in consolidated revenue for 2025 and a record adjusted EBITDA of $260 million, exceeding its guidance. The Water Infrastructure segment posted a 54% gross margin in Q4 and is projected to grow 20‑25% year‑over‑year in 2026,...
Synopsys Inc (SNPS) Q1 2026 Earnings Call Transcript
Synopsys reported record FY 2025 revenue of $7.05 billion, a 15% increase, and a backlog exceeding $11 billion, driven by the recent ANSYS acquisition and strong hardware‑assisted verification demand. The company guided FY 2026 revenue of $9.56‑$9.66 billion, with ANSYS expected to contribute $2.9 billion and...
Photronics Inc (PLAB) Q1 2026 Earnings Call Transcript
Photronics reported Q2 FY2025 revenue of $211 million, flat sequentially and 3% below a year ago, staying within its guidance range. High‑end IC sales rose 2% and now represent 38% of IC revenue, while mainstream IC revenue fell 6% amid weak...
Cactus Inc (WHD) Q4 2025 Earnings Call Transcript
The Honest Company finished 2025 with a strategic pull‑back from apparel, direct‑to‑consumer fulfillment, and its Canadian business, sharpening its focus on wipes, personal‑care and a leaner diaper line. Reported revenue fell to $371.3 million, yet adjusted gross margin rose to 38.7%...
NerdWallet Inc (NRDS) Q4 2025 Earnings Call Transcript
Newmark Group reported record Q4 2025 revenue of $1.0 billion, up 15.3% year‑over‑year, and adjusted EPS of $0.68, surpassing guidance by $0.04. Leasing hit a billion‑dollar annual milestone while management and servicing revenues topped $1.24 billion, driven by AI‑enhanced data platforms and...
Amarin Corporation PLC (AMRN) Q4 2025 Earnings Call Transcript
Amarin reported Q4 2024 revenue of $62.3 million, down from a year earlier as U.S. VASCEPA sales fell under generic pressure. Internationally, the company added pricing and reimbursement wins in Europe and grew partnership revenue, boosting total 2024 revenue to $228.6 million....
Taboola.com Ltd (TBLA) Q4 2025 Earnings Call Transcript
Taboola.com Ltd reported Q3 2025 revenue of $496.8 million, a 15% year‑over‑year increase, driven by stronger advertiser adoption of its Realize platform. Ex‑TAC gross profit rose 6.3% to $176.8 million and adjusted EBITDA reached $48.2 million, delivering a 27.3% margin....
Angel Oak Mortgage REIT Inc (AOMR) Q4 2025 Earnings Call Transcript
Angel Oak Mortgage REIT reported a second consecutive year of double‑digit net interest income growth, with NII rising 11% YoY to $41.1 million and GAAP net income jumping 53% to $44 million. Operating expenses fell 15.5% year over year, while loan purchases...
Pinnacle West Capital Corp (PNW) Q4 2025 Earnings Call Transcript
Pinnacle West Capital reported a strong 2020 despite pandemic challenges, highlighting record non‑nuclear reliability at 95.3% availability and Palo Verde’s milestone of over 1 billion megawatt‑hours, earning it the nation’s top carbon‑free producer title. The utility delivered $4.87 earnings per share,...
OUTFRONT Media Inc (OUT) Q4 2025 Earnings Call Transcript
Quad/Graphics (OUT) posted Q4 2025 results with net sales of $631 million, a 5.7% decline driven by weaker paper and logistics volumes. Adjusted EBITDA fell to $55 million for the quarter and $196 million for the year, while adjusted diluted EPS held at...
Exzeo Group Inc (XZO) Q4 2025 Earnings Call Transcript
The Honest Company reported FY 2025 organic revenue of $294 million, up 5.3%, driven by 30% growth in wipes and 12% in personal care, while overall reported revenue fell 1.9% due to strategic exits of apparel, Canadian operations, and direct‑fulfillment. Adjusted...
Snowflake Inc (SNOW) Q4 2026 Earnings Call Transcript
Snowflake reported FY 2026 product revenue of $1.23 billion, a 30% year‑over‑year increase, driven by strong AI workload adoption and expanding large‑customer contracts. Net revenue retention held at 125% and non‑GAAP operating margin rose to 10.5%, reflecting improved efficiency and lower...
Manchester United PLC (MANU) Q2 2026 Earnings Call Transcript
Microsoft reported Q2 FY2026 revenue of $81.3 billion, a 17% constant‑currency increase, driven by a record $51.5 billion cloud segment that grew 26% and topped $50 billion for the first time. Operating income rose 21% and EPS jumped 24% to $4.14, while operating...
Hayward Holdings Inc (HAYW) Q4 2025 Earnings Call Transcript
Hayward Holdings reported a 7% rise in Q3 net sales to $244 million, driven by price gains and modest volume growth, and lifted its full‑year outlook to 4‑5.5% sales growth and a 5‑7% increase in adjusted EBITDA. Gross margin expanded to...
MGP Ingredients Inc (MGPI) Q4 2025 Earnings Call Transcript
Green Plains Inc. posted a dramatic turnaround in Q4 2025, delivering $49.1 million of adjusted EBITDA and $11.9 million of net income, reversing a $54.9 million loss from the prior year. Revenue fell 26.6% to $428.8 million due to plant divestitures and idling, but...
TWFG Inc (TWFG) Q4 2025 Earnings Call Transcript
Employers Holdings reported Q4 2025 gross premiums of $156.8 million, an 11% decline driven by weaker new business and audit premiums, 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 rebalancing...
Trinity Capital Inc (TRIN) Q4 2025 Earnings Call Transcript
Trinity Industries reported a full‑year EPS of $3.14, a 73% increase driven largely by a $1.5 per‑share gain from a railcar partnership restructuring. Revenue reached $2.2 billion, while the Leasing and Services segment posted a 53% rise in operating profit thanks...
Circle Internet Group Inc (CRCL) Q4 2025 Earnings Call Transcript
Centerspace reported solid Q4 2025 results, with same‑store NOI up 3.5% and revenue rising 1% despite a modest occupancy dip. The company completed $493 million of portfolio transactions, entered Salt Lake City, expanded Fort Collins, and trimmed exposure in Minneapolis. Guidance...
Golar LNG Ltd (GLNG) Q4 2025 Earnings Call Transcript
Golar LNG reported Q4 2025 revenue of $87.5 million and full‑year revenue of $340 million, with adjusted net income of $23.3 million ($0.43 per share). The company declared a $0.75 per share dividend – its 18th consecutive payout – yielding roughly 11.5%. A...
Astronics Corp (ATRO) Q4 2025 Earnings Call Transcript
Astronics Corp reported record fourth‑quarter 2025 results, with revenue of $240 million, a 15 percent year‑over‑year increase, and operating margin expanding to 14.8 percent. Net income turned positive at $29 million, driven by higher gross profit, cost reductions in SG&A, and successful pricing initiatives...
Solid Power Inc (SLDP) Q4 2025 Earnings Call Transcript
Simpson Manufacturing reported full‑year 2025 net sales of $2.3 billion, a 4.5% increase driven primarily by pricing, modest acquisitions and favorable FX. Operating margin rose to 19.6% after $13.1 million in cost‑saving initiatives and a $12.9 million gain from asset sales. The company...
Standard BioTools Inc (LAB) Q4 2025 Earnings Call Transcript
Pacific Biosciences reported Q4 2025 revenue of $44.6 million, a 14% year‑over‑year increase, driven by record consumable sales and higher Vega system placements. Consumables generated $21.6 million, up 15% YoY, pushing non‑GAAP gross margin to 40% for the quarter and the full...
Constellation Energy Corp (CEG) Q4 2025 Earnings Call Transcript
Exelon Corporation reported full‑year adjusted EPS of $2.77 and GAAP EPS of $2.73, topping the midpoint of its guidance thanks to favorable weather and regulatory outcomes. The utility announced a $41.3 billion capital plan through 2029, with more than 70% earmarked...
Sila Realty Trust Inc (SILA) Q4 2025 Earnings Call Transcript
Sila Realty Trust reported a solid Q2 2025 performance, highlighted by an EBITDARM coverage ratio of 5.31x and a 99.2% lease occupancy after removing the Stoughton asset. Cash NOI rose 1.7% to $41.9 million, while AFFO per diluted share slipped to...
UFP Technologies Inc (UFPT) Q4 2025 Earnings Call Transcript
UFP Technologies reported Q4 2025 revenue of $154.6 million, up 6.5% year‑over‑year, driven by 7.3% growth in its MedTech segment. A labor‑force disruption at the AJR Illinois plant added $3 million in costs, pulling gross margin down to 27.7% and shaving $0.28...
Postal Realty Trust Inc (PSTL) Q4 2025 Earnings Call Transcript
Postal Realty Trust reported Q2 2025 results that lifted full‑year AFFI guidance to $1.24‑$1.26 per share and raised same‑store cash NOI guidance to a 79% range. The REIT added 127 properties for over $60 million at a 7.8% weighted‑average cap rate...
Albany International Corp (AIN) Q4 2025 Earnings Call Transcript
Albany International reported Q4 2025 revenue of $1.2 billion and full‑year sales of $4.6 billion, the strongest top line since 2012. Adjusted EBITDA rose 11% YoY to $232 million in the quarter and $859 million for the year, pushing the margin to 19.7%, a...
Rocky Brands Inc (RCKY) Q4 2025 Earnings Call Transcript
Rocky Brands reported record‑setting Las Vegas results in Q4 2025, with net revenue of $505 million and adjusted EBITDA of $231 million, pushing the adjusted EBITDA margin to 45.8%. Consolidated figures also rose, delivering $511.8 million in revenue and $213 million in adjusted EBITDA, while free‑cash‑flow...
Trex Company Inc (TREX) Q4 2025 Earnings Call Transcript
Terex completed its merger with REV Group, forming a standalone specialty vehicles segment and unlocking $75 million in annual run‑rate synergies. The company delivered Q4 2025 net sales of $1.3 billion, a 6% year‑over‑year increase, and an operating margin of 9.3%. Full‑year...
CECO Environmental Corp (CECO) Q4 2025 Earnings Call Transcript
Orion Engineered Carbons reported 2025 full‑year EBITDA of $248 million, surpassing its outlook thanks to stronger‑than‑expected Q4 volumes, especially in the Specialty segment. The company generated $55 million of free cash flow, driven by $64 million of working‑capital improvements and a $46 million reduction...