Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Resideo Technologies Inc (REZI) Q4 2025 Earnings Call Transcript
Thomson Reuters reported full‑year 2025 organic revenue growth of 7%, driven by 9% expansion in its core Legal, Corporate and Tax & Accounting segments. Adjusted EBITDA margin rose to 39.2%, a 100‑basis‑point improvement, while free cash flow reached $1.95 billion. The company increased its dividend 10% to $2.62 per share and completed a $1 billion share‑repurchase program, retiring six million shares. GenAI‑enabled products now represent 28% of annualized contract value, underscoring rapid AI adoption across its portfolio.
Brightstar Lottery PLC (BRSL) Q4 2025 Earnings Call Transcript
Brightstar Lottery PLC posted a Q4 2025 GAAP net loss of $14.4 million ($0.12 per share) but generated adjusted distributable earnings of $19.3 million ($0.15 per share). The loan portfolio grew 13% to $2.7 billion, driven by 32 new originations and a record‑high...
Jazz Pharmaceuticals PLC (JAZZ) Q4 2025 Earnings Call Transcript
Jazz Pharmaceuticals reported a record $1.126 billion Q3 2025 revenue, propelled by double‑digit growth in its sleep franchise and the successful launch of the rare‑disease drug Modesto. Xywav and Epidiolex sales rose 11% and 20% year‑over‑year, while oncology product Zepzelca saw an...
Enviri Corp (NVRI) Q4 2025 Earnings Call Transcript
Mirion Technologies reported record 2025 orders exceeding $1.1 billion, a 26% year‑over‑year increase, driven by strong nuclear power demand and a $150 million large‑opportunity pipeline. Revenue rose 7.5% to $925.4 million, with adjusted EBITDA up 12% to $227.9 million and free cash flow doubling...
Cytokinetics Inc (CYTK) Q4 2025 Earnings Call Transcript
Cytokinetics announced rapid global regulatory clearance for MYCorzo, securing FDA, China NMPA, and European Commission approvals within a single week. The company launched the drug in the U.S. with over 700 REMS‑certified physicians and more than 12,000 customer engagements in...
Clean Energy Fuels Corp (CLNE) Q4 2025 Earnings Call Transcript
Clean Energy Fuels reported adjusted EBITDA of $67.6 million for 2025, topping the high end of its $65 million guidance despite the loss of alternative fuel tax credits. GAGA loss widened to $222 million, mainly from non‑cash interest charges tied...
Gladstone Land Corp (LAND) Q4 2025 Earnings Call Transcript
Gladstone Investment Corp reported a NAV increase to $14.95 per share, driven by $1.77 per share of unrealized appreciation and $0.09 per share of realized gains. Adjusted net investment income fell to $0.21 per share, while total assets rose to...
Fidelity National Information Services Inc (FIS) Q4 2025 Earnings Call Transcript
Fidelity National Information Services (FIS) posted Q4 2025 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and lifted its full‑year revenue growth outlook to 5.4‑5.7%. Adjusted EBITDA margin expanded to 41.8% with a sequential 200‑basis‑point improvement, while free cash flow conversion...
Orthofix Medical Inc (OFIX) Q4 2025 Earnings Call Transcript
Orthofix Medical reported fourth‑quarter 2020 net sales of $118 million, a 3% decline year‑over‑year but a 6% sequential increase. Spine implant revenue grew 9% YoY, propelled by an 11% rise in U.S. M6 disc sales, while motion‑preservation revenue jumped 129% YoY....
Hyliion Holdings Corp (HYLN) Q4 2025 Earnings Call Transcript
Herc Holdings reported a transformative fourth‑quarter 2025, with equipment rental revenue climbing 24% year‑over‑year after the June H&E acquisition and strong mega‑project demand. Adjusted EBITDA rose 19% to $2.0‑2.1 billion for 2026 guidance, while used equipment sales surged 53% but pressured...
Planet Fitness Inc (PLNT) Q4 2025 Earnings Call Transcript
Medifast reported Q4 2025 revenue of $75.1 million, down 36.9% year‑over‑year, as the active earning coach base shrank 40.6% to roughly 16,100. Despite the top‑line decline, average revenue per coach increased 6.2% to $4,664, marking the first year‑over‑year productivity gain since...
Bowhead Specialty Holdings Inc (BOW) Q4 2025 Earnings Call Transcript
Bowhead Specialty Holdings reported a strong 2025 finish, with gross written premiums reaching $862.8 million, a 24% increase year‑over‑year, driven primarily by casualty growth. Adjusted net income rose 30% to $55.6 million and the expense ratio slipped below 30% thanks to the...
Harmony Biosciences Holdings Inc (HRMY) Q4 2025 Earnings Call Transcript
Harmony Biosciences reported $714.7 million net product revenue for 2024, a 23% year‑over‑year increase, with Q4 sales of $201.3 million driven largely by its flagship narcolepsy drug Wakix. The company announced a generic settlement with Novogen that postpones competition until at least...
Leonardo DRS Inc (DRS) Q4 2025 Earnings Call Transcript
Leonardo DRS reported Q2 FY2025 revenue of $829 million, up 10% year‑over‑year, and adjusted EBITDA of $96 million, expanding margin to 11.6%. Bookings reached $853 million with a 1.0 book‑to‑bill ratio and total backlog grew 9% to $8.6 billion. The company raised its full‑year...
Cipher Mining Inc (CIFR) Q4 2025 Earnings Call Transcript
Chimera Investment Corporation reported Q4 2025 GAAP net income of $7 million ($0.08 per share) and a full‑year profit of $144 million. The board increased the quarterly dividend 22% to $0.45 and signaled it will remain at that level through 2026. Integration...
Henry Schein Inc (HSIC) Q4 2025 Earnings Call Transcript
Henry Schein reported $3.4 billion in Q4 2025 sales, a 7.7% increase and the strongest growth in over three years. Non‑GAAP operating margin held at 7.42% while cash flow from operations jumped to $381 million. Cloud‑based Dentrix Ascend reached over 11,000 subscribers,...
Xenia Hotels & Resorts Inc (XHR) Q4 2025 Earnings Call Transcript
Xenia Hotels & Resorts reported a Q3 2025 net loss of $13.7 million while generating $42.2 million of adjusted EBITDAre and 23 cents adjusted FFO per share, an 8% YoY decline. Same‑property RevPAR was flat, but excluding the Houston market the portfolio saw...
Perfect Corp (PERF) Q4 2025 Earnings Call Transcript
Procore Technologies reported Q4 FY2025 revenue of $349 million, a 15.6% year‑over‑year increase, and a non‑GAAP operating margin of 15%. The company added 2,700 $100,000‑plus ARR customers, now representing 66% of total ARR, and saw free cash flow rise 69% to...
International General Insurance Holdings Ltd (IGIC) Q4 2025 Earnings Call Transcript
International General Insurance Holdings (IGIC) posted Q3 2025 net income of $33.5 million and $94.9 million for the first nine months, delivering a 20% annualized return on equity. The company saw gross premiums written dip 5% in Q3, driven by long‑tail pressure,...
Westlake Chemical Partners LP (WLKP) Q4 2025 Earnings Call Transcript
Westlake Chemical Partners reported Q3 2025 net income of $15 million ($0.42 per unit) and consolidated net sales of $3.09 billion, reflecting the completion of the Petro 1 ethylene unit turnaround. Distributable cash flow matched earnings at $15 million but fell $3 million short of...
Interface Inc (TILE) Q4 2025 Earnings Call Transcript
Interface Inc. reported third‑quarter net sales of $364.5 million, a 5.9% increase year over year and 4.2% on a currency‑neutral basis. Adjusted gross profit margin rose 208 basis points to 39.5%, while adjusted operating income grew 24.5% to $54.1 million and EPS...
Option Care Health Inc (OPCH) Q4 2025 Earnings Call Transcript
Centene reported full‑year 2025 adjusted diluted EPS of $2.08 and a Q4 loss of $1.19 per share, impacted by a $389 million Magellan divestiture charge. Management forecast 2026 adjusted EPS above $3, implying more than 40% year‑over‑year growth, driven by Medicaid...
Globus Medical Inc (GMED) Q4 2025 Earnings Call Transcript
Globus Medical reported a record $2.519 billion revenue for 2024, up 61% year‑over‑year, and a non‑GAAP EPS of $3.04, a 31% increase. Free cash flow surged 145% to $405 million, allowing the company to eliminate its remaining $1 billion merger debt by Q1 2025....
Tanger Inc (SKT) Q4 2025 Earnings Call Transcript
TPG reported record Q4 2025 results, posting GAAP net income of $77 million and after‑tax distributable earnings of $304 million, or $0.71 per share. The firm raised a record $51 billion in capital in 2025, a 71% increase, and deployed a record $19 billion...
Innovex International Inc (INVX) Q4 2025 Earnings Call Transcript
Innovex International reported Q2 2025 revenue of $224 million, up 72% year‑over‑year but down 7% sequentially, as international and offshore sales slipped 13% amid Middle East and Asia‑Pacific headwinds. Adjusted EBITDA rose to $47 million, lifting the margin to 21% while free...
Summit Therapeutics Inc (SMMT) Q4 2025 Earnings Call Transcript
Summit Therapeutics reported a strong cash position of $713 million with no debt at the end of 2025, while GAAP operating expenses fell to $225 million despite a rise in non‑GAAP R&D spend. The FDA accepted the Biologics License Application for ivonesumab...
Myriad Genetics Inc (MYGN) Q4 2025 Earnings Call Transcript
Myriad Genetics reported Q4 2025 revenue of $209.8 million, essentially flat year‑over‑year but above its pre‑announced range, while test volume rose 2% to 382,000. Strong double‑digit growth was seen in MyRisk hereditary cancer (14% affected, 11% unaffected), Prolaris prostate cancer (12%...
Tarsus Pharmaceuticals Inc (TARS) Q4 2025 Earnings Call Transcript
Tarsus Pharmaceuticals reported record 2025 net product sales of $451.4 million, driven by XDEMVY adoption, and issued its first full‑year 2026 guidance forecasting $670‑$700 million, implying over 50% revenue growth. The company highlighted a 44% gross‑to‑net discount, a robust DTC campaign that...
Atlas Energy Solutions Inc (AESI) Q4 2025 Earnings Call Transcript
Advanced Energy Industries reported Q4 2025 revenue of $489 million, up 6% sequentially and 18% year‑over‑year, driven by record data‑center and strong semiconductor sales. Gross margin rose to 39.7%, the highest in five years, while operating margin reached 17.8% and EPS...
Addus Homecare Corp (ADUS) Q4 2025 Earnings Call Transcript
Humana reported adjusted 2025 EPS of $17.14, matching guidance and surpassing the $16.25 estimate. The company added roughly 1 million Medicare Advantage members, a 20% increase, while improving retention by over 500 basis points. New sales were dominated by high‑value channels,...
Genworth Financial Inc (GNW) Q4 2025 Earnings Call Transcript
Genworth Financial reported a modest Q4 2024 net loss of $1 million but delivered $15 million adjusted operating income, driven largely by Enact’s record $585 million contribution. Full‑year 2024 net income rose to $299 million, bolstered by $378 million pre‑tax statutory earnings and a $355 million...
Immunitybio Inc (IBRX) Q4 2025 Earnings Call Transcript
AbbVie reported a record $61.2 billion in net revenue for 2025, an 8.6% increase that beat guidance despite a $16 billion HUMIRA erosion. Adjusted EPS reached $10, $0.54 above the midpoint, while SKYRIZI and RINVOQ together generated $7.4 billion in Q4, delivering double‑digit...
Ivanhoe Electric Inc (IE) Q4 2025 Earnings Call Transcript
Enphase Energy reported Q4 2025 revenue of $343.3 million, with U.S. sales representing 89% of the total and a 13% sequential decline in U.S. revenue and a 29% drop in Europe. Gross margins fell to 46.1% non‑GAAP and 44.3% GAAP, largely...
Freshpet Inc (FRPT) Q4 2025 Earnings Call Transcript
Freshpet reported Q4 2025 net sales of $285.2 million, an 8.6% year‑over‑year increase, and full‑year sales of $1.102 billion, up 13% despite a slowdown in the overall pet‑food category. Adjusted EBITDA rose 16% to $61.2 million and adjusted gross margin improved to 48.4%,...
Allison Transmission Holdings Inc (ALSN) Q4 2025 Earnings Call Transcript
Allison Transmission reported Q4 2025 net sales of $737 million, a 7% year‑over‑year decline, while adjusted EBITDA margin improved to 36%, up 200 basis points. Net income fell sharply to $99 million due to a $29 million electrification impairment and $26 million acquisition costs,...
Backblaze Inc (BLZE) Q4 2025 Earnings Call Transcript
BlackLine reported Q4 2025 revenue of $183 million, an 8% increase year‑over‑year, and total ARR of $702 million, up nearly 10%. Bookings surged 22% to a record level, with three‑quarters coming from existing customers, while platform pricing adoption rose to 11% of...
Axsome Therapeutics Inc (AXSM) Q4 2025 Earnings Call Transcript
Axsome Therapeutics reported a 66% revenue surge to $639 million in 2025, driven by strong growth in Auvelity, Sunosi and the newly launched Cymbravo. Net loss narrowed to $183 million, a 35% improvement year‑over‑year, while cash rose to $323 million. The company secured...
UFP Industries Inc (UFPI) Q4 2025 Earnings Call Transcript
United Fire Group reported record 2025 results, delivering $67 million underwriting profit and $1.3 billion net written premium, a 9% increase year‑over‑year. The combined ratio fell to 94.8%, and return on equity climbed to 13.7%, the highest in two decades. A 25%...
Easterly Government Properties Inc (DEA) Q4 2025 Earnings Call Transcript
Easterly Government Properties reported a 6% year‑over‑year rise in core FFO per share to $0.77 in Q4 2025 and a 3% increase to $2.99 for the full year, reaffirming its 2026 guidance of $3.05‑$3.12 per share. Portfolio occupancy held near...
ProAssurance Corp (PRA) Q4 2025 Earnings Call Transcript
Assurant reported double‑digit adjusted EBITDA and EPS growth for 2025, with 11% EBITDA growth excluding catastrophes and 12% EPS growth. The company’s Global Housing segment surpassed $1 billion in adjusted EBITDA, while device protection subscriptions rose to over 66 million and vehicle...
BWX Technologies Inc (BWXT) Q4 2025 Earnings Call Transcript
BWX Technologies reported $866 million revenue for the quarter, a 29% year‑over‑year increase, propelled by strong performance in both government and commercial segments. The company’s backlog surged to $7.4 billion, up 119% YoY, delivering a book‑to‑bill ratio of 2.6. Commercial operations exploded...
Keysight Technologies Inc (KEYS) Q1 2026 Earnings Call Transcript
Keysight Technologies reported Q4 fiscal 2025 revenue of $1.419 billion, a 10% year‑over‑year rise, and full‑year revenue of $5.375 billion, up 8%. The company posted record free cash flow of $1.3 billion, returned $375 million via share buybacks and announced a fresh $1.5 billion repurchase...
BioMarin Pharmaceutical Inc (BMRN) Q4 2025 Earnings Call Transcript
BioMarin Pharmaceutical raised its fiscal 2025 total revenue guidance, now starting at $3.15 billion, and reaffirmed Voxzogo revenue between $900 million and $935 million. The company lifted non‑GAAP operating margin guidance to 26‑27% and lifted diluted EPS guidance to $3.50‑$3.60. A $221 million IPR&D...
AMC Entertainment Holdings Inc (AMC) Q4 2025 Earnings Call Transcript
AMC Networks reported a strong 2025, with streaming becoming its largest domestic revenue source and free cash flow of $272 million surpassing the $200 million target. The company cut gross debt by nearly $600 million, lowering net leverage to 3.1 x while maintaining $675 million...
Quaker Chemical Corp (KWR) Q4 2025 Earnings Call Transcript
Timken reported adjusted earnings per share of $1.14 and revenue of $1.11 billion for Q4 2025, surpassing the top end of its guidance. Free cash flow rose to $141 million for the quarter, enabling a $36 million shareholder return and a $130 million net‑debt reduction,...
Forward Air Corp (Delaware) (FWRD) Q4 2025 Earnings Call Transcript
Forward Air Corp reported full‑year 2025 adjusted EBITDA of $293 million, a $40 million increase year‑over‑year, while consolidated EBITDA held steady at $307 million. The OmniLogistics segment nearly doubled its EBITDA to $124 million, boosting its margin by 360 basis points, and Expedited Freight...
Ultra Clean Holdings Inc (UCTT) Q4 2025 Earnings Call Transcript
Ultra Clean Holdings reported Q4 2025 revenue of $506.6 million, essentially flat year‑over‑year, while gross margin slipped to 16.1% from 17%. The company’s global cleanroom capacity is 65% utilized, enough to support up to $3 billion in revenue, and it plans to...
EverQuote Inc (EVER) Q4 2025 Earnings Call Transcript
Evercore reported record 2025 results, posting $3.9 billion in adjusted net revenue, a 29% year‑over‑year increase, and $839 million in adjusted operating income, up 50%. Non‑M&A businesses contributed roughly 45% of total revenue, underscoring the firm’s diversification strategy. The firm expanded its...
Mediaalpha Inc (MAX) Q4 2025 Earnings Call Transcript
MediaAlpha (MAX) posted a record 2025 with $2 billion in transaction value, $1 billion in revenue and $100 million adjusted EBITDA, driven primarily by a 65% surge in its property‑and‑casualty (P&C) vertical. AI‑driven search and large‑language‑model traffic lifted P&C click volume more than...
SI-BONE Inc (SIBN) Q4 2025 Earnings Call Transcript
SI‑BONE reported record Q4 2025 revenue of $56.3 million, a 15% year‑over‑year increase, and full‑year sales of $200.9 million, up 20.2%. The company posted its first positive adjusted EBITDA ($5.1 million) and generated free cash flow for the quarter, narrowing the net loss...