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...
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,...
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...
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...
Heritage Commerce Corp (HTBK) Q4 2025 Earnings Call Transcript
Heritage Commerce Corp reported a strong deposit surge of $160.7 million in Q4 2025, with 95% of the growth coming from non‑maturity accounts, while loan balances slipped $37 million due to higher payoffs. Net interest margin rose to 3.44% as funding costs...
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...
Septerna Inc (SEPN) Q4 2025 Earnings Call Transcript
Sequans Communications reported Q4 2025 revenue of $7 million, a 72.6% sequential increase driven primarily by product shipments. Gross margin was 37.7% (about 43% excluding inventory provisions) and operating expenses fell to $11.5 million. The company ended the quarter with $68 million in...
Arq Inc (ARQ) Q4 2025 Earnings Call Transcript
Arcutis Biotherapeutics reported record Q4 2025 results, with net product revenue of $127.5 million, an 84% year‑over‑year increase, and full‑year revenue up 123% to $372.1 million. Management raised its 2026 net product revenue guidance to $480‑$495 million, citing strong prescription growth, expanded Medicare...
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...
Boundless Bio Inc (BOLD) Q4 2025 Earnings Call Transcript
Biodesix reported fiscal 2025 revenue of $88.5 million, a 4,124 % year‑over‑year increase driven largely by its lung‑diagnostics business. Gross margins rose to 83 % in Q4 and the company posted its first positive adjusted EBITDA of $530 k. A strengthened balance sheet now...
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...
Coherus Oncology Inc (CHRS) Q4 2025 Earnings Call Transcript
Coherus Oncology (CHRS) reported several milestones in its Q4 2025 earnings call, highlighted by Merck exercising its option on the AI‑discovered infectious‑disease candidate EVX‑B3, marking the first in‑licensing of an AI‑identified vaccine. The company’s personalized melanoma vaccine EVX‑01 delivered a...
Zevra Therapeutics Inc (ZVRA) Q4 2025 Earnings Call Transcript
Zevra Therapeutics reported Q3 2025 net revenue of $26.1 million, driven primarily by $22.4 million from its FDA‑approved NPC therapy MyPlayFa. The company narrowed its net loss to $0.5 million, a dramatic improvement from a $33.2 million loss a year earlier, while cash and...
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...
Voyager Technologies Inc (VOYG) Q4 2025 Earnings Call Transcript
Global Business Travel Group (GBTG) posted a strong Q4 2025, reporting $10 billion total transaction value—a 45% jump—and $792 million revenue, up 34% year‑over‑year. Adjusted EBITDA rose 17% to $130 million, while free cash flow reached $104 million for the full year. AI‑driven digital...
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...
Anixa Biosciences Inc (ANIX) Q1 2026 Earnings Call Transcript
Anixa Biosciences reported $131.7 million in cash, no debt, and a cash burn of $7.1 million in Q1 2026, extending its runway to over three years. Operating expenses fell sharply, with R&D down 55% YoY and G&A reduced by 32%, reflecting the end...
Franklin Street Properties Corp (FSP) Q4 2025 Earnings Call Transcript
Franklin Street Properties Corp announced Michael Comparato as CEO and Brian Buffone as President, signaling a leadership overhaul as the firm pivots toward a diversified commercial‑real‑estate platform. The board reduced the quarterly dividend to $0.20 per share to preserve book...
MacroGenics Inc (MGNX) Q4 2025 Earnings Call Transcript
MacroGenics reported 2024 revenue of $150 million, up from $58.7 million, largely fueled by $85 million in milestone payments from its Incyte partnership. The company posted a net loss of $67 million versus $9.1 million a year earlier, while cash and marketable securities fell to...
RideNow Group Inc (RDNW) Q4 2025 Earnings Call Transcript
Radian Group reported a strong fourth‑quarter 2025, posting $159 million net income from continuing operations and a full‑year net income of $618 million, driven by an 8% share‑count reduction and robust mortgage‑insurance growth. The company completed its $1.67 billion acquisition of Inigo, a...
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...
Dianthus Therapeutics Inc (DNTH) Q4 2025 Earnings Call Transcript
ADT Inc. posted full‑year 2025 revenue of $5.1 billion, a 5% increase, and adjusted EBITDA of $2.68 billion, up 4%. Adjusted EPS rose 19% to $0.89 per share, while free cash flow grew 16% and the company returned nearly $800 million to shareholders....
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...
SAB Biotherapeutics Inc (SABS) Q4 2025 Earnings Call Transcript
Altimmune reported a full‑year net loss of $27.4 million but boosted its cash balance to roughly $340 million, extending its runway through 2028. The company secured FDA Breakthrough Therapy designation for its dual GLP‑1/glucagon agonist PEMB and confirmed alignment on the pivotal...
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...
Vail Resorts Inc (MTN) Q2 2026 Earnings Call Transcript
Vail Resorts reported a 4% year‑over‑year increase in resort net revenue, driven by strong Australian visitation and the new Epic Australia four‑day pass. Reported EBITDA remained flat as weather‑related gains and efficiency savings were offset by inflation, higher marketing spend,...
Mammoth Energy Services Inc (TUSK) Q4 2025 Earnings Call Transcript
Mammoth Energy Services reported $16.4 million revenue in Q2 2025 but posted a $35.7 million GAAP net loss, driven largely by a $31.7 million non‑cash impairment on its Northern White Sand mine. The quarter featured three major portfolio moves: a $108.7 million sale of infrastructure...
Olaplex Holdings Inc (OLPX) Q4 2025 Earnings Call Transcript
Olaplex reported Q4 2025 net sales of $114.6 million, a 3.8% year‑over‑year decline, while adjusted EBITDA rose to $30.8 million, delivering a 26.9% margin. The professional channel grew 5.3% and the new hair‑mask launch generated mid‑teens sell‑through lifts, offsetting weakness in specialty...
Kura Oncology Inc (KURA) Q4 2025 Earnings Call Transcript
Syndax Pharmaceuticals reported $172 million total revenue for 2025, driven by $125 million from its menin inhibitor RevuForge and $152 million from chronic GVHD therapy Nictimvo. RevuForge saw 38% quarter‑over‑quarter revenue growth and a 35% rise in prescriptions, bolstered by an expanded NPM1...
Tuniu Corp (TOUR) Q4 2025 Earnings Call Transcript
Tuniu Corp reported a 20% year‑over‑year rise in Q4 net revenue to RMB123.5 million, driven by a 35% surge in packaged tour sales which now represent 83% of quarterly revenue. The company posted a modest RMB1.5 million GAAP net profit and RMB3.5 million...
John Wiley & Sons Inc (WLY) Q3 2026 Earnings Call Transcript
John Wiley & Sons reported FY2025 adjusted revenue up 3% as research, academic and AI licensing drove growth, offsetting weakness in professional channels. AI licensing contributed $40 million, highlighted by an $18 million Q4 agreement, while free cash flow rose 10% to...
Pyxis Tankers Inc (PXS) Q4 2025 Earnings Call Transcript
Pyxis Tankers (trading as BW LPG) posted Q4 2025 results that exceeded expectations, reporting TCE income of $50,300 per available day and EPS of $0.69. The company declared a $0.57 per share dividend covering 100% of shipping NPAT and highlighted...
GoPro Inc (GPRO) Q4 2025 Earnings Call Transcript
GoPro reported Q4 2024 revenue of $201 million, matching guidance, while posting a GAAP loss of $0.24 per share and a non‑GAAP loss of $0.09 per share. Subscription revenue rose 9% year‑over‑year, driven by an 8% increase in ARPU and...
Ciena Corp (CIEN) Q1 2026 Earnings Call Transcript
Ciena reported record fiscal 2025 revenue of $4.77 billion, up 20% year‑over‑year, and EPS of $2.64, a 45% increase. The company posted a $7.8 billion order backlog of roughly $5 billion and raised its fiscal 2026 revenue outlook to $5.7‑$6.1 billion, reflecting strong demand...
Myers Industries Inc (MYE) Q4 2025 Earnings Call Transcript
Paysafe Limited reported full‑year 2025 revenue of $1.7 billion, delivering 6% organic growth despite a divestiture that trimmed EBITDA. Digital Wallet revenue reached $815 million with a 42%‑plus margin and the consumer base grew to 7.8 million users. Enterprise deal volume surged 38%...
Brilliant Earth Group Inc (BRLT) Q4 2025 Earnings Call Transcript
Brightstar Lottery reported Q4 2025 revenue of $668 million, a 3% increase, and full‑year revenue of $2.51 billion, flat year‑over‑year. Adjusted EBITDA rose 5% in the quarter to $304 million but fell to $1.12 billion for the year as prior‑year incentives and UK contract...
Distribution Solutions Group Inc (DSGR) Q4 2025 Earnings Call Transcript
Distribution Solutions Group reported Q2 2025 revenue of $502 million, a 14.3% year‑over‑year increase driven by acquisitions and 3.3% organic daily‑sales growth. Adjusted EBITDA margin rose to 9.7% of sales, up from 9% in the prior quarter, with every vertical posting...