Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
IP Strategy Holdings Inc (IPST) Q4 2025 Earnings Call Transcript
Greystone Housing Impact Investors LP reported a GAAP net loss of $2.6 million for Q4 2025, largely due to a $7.4 million proportionate share of losses from non‑vantage joint‑venture equity investments. The partnership’s unit price closed at $5.87, reflecting a 50% discount to its $11.70 book value per unit, while cash available for distribution remained positive at $2.8 million. Liquidity is supported by $39.5 million in unrestricted cash and $49.2 million of available credit. Management is accelerating the exit from market‑rate multifamily JV equity and redeploying capital into tax‑exempt mortgage revenue bonds to boost recurring, tax‑advantaged earnings.
CIB Marine Bancshares Inc (CIBH) Q1 2026 Earnings Call Transcript
Civista Bancshares reported Q1 2026 net income of $12.3 million, a 24% year‑over‑year increase, despite a $3.4 million pre‑tax charge tied to the Farmers Savings Bank acquisition. The deal added $106 million in loans and $236 million of low‑cost deposits, while net interest margin...
Creative Realities Inc (CREX) Q4 2025 Earnings Call Transcript
Creative Realities Inc. reported a Q4 2025 revenue of $23.9 million, more than double the prior year, largely driven by the recent CDM acquisition which contributed $13.6 million. Adjusted EBITDA surged to $5.2 million and gross margin improved to 47.9%, reflecting higher‑margin services...
Legato Merger Corp III (LEGT) Q1 2026 Earnings Call Transcript
Legend Biotech reported a 66% year‑over‑year jump in CARVYKTI net trade sales to $555 million, driving total revenue to $306 million and narrowing the operating loss to $20 million. Gross margins held at 61% while manufacturing capacity reached 10,000 doses with a 97%...
Starco Brands Inc (STCB) Q4 2025 Earnings Call Transcript
Starco Brands reported Q4 2025 revenue of $147 million, a modest 1% year‑over‑year increase and 6% sequential growth driven by a back‑end‑weighted cadence. Branded Products led the upside with $97 million in sales, up 5% YoY and more than $10...
Unity Bancorp Inc (UNTY) Q1 2026 Earnings Call Transcript
Unity Bancorp reported moderate single‑digit average loan growth in Q1 2026, slightly slower than prior quarters but expected to hold through the year. The bank’s core net interest margin is projected to stay within 4.40‑4.45%, supported by stable deposit costs...
Lexaria Bioscience Corp (LEXX) Q2 2026 Earnings Call Transcript
Lexaria Bioscience Corp (LEXX) reported a Q2 2026 net loss of $178.9 million, primarily from $164.5 million of unrealized Solana losses as the token fell 40% during the quarter. Revenue rose to $8.1 million, more than doubling year‑over‑year, driven by its newly launched digital‑asset...
FB Financial Corp (FBK) Q1 2026 Earnings Call Transcript
FB Financial Corp reported first‑quarter earnings of $0.84 EPS (adjusted $0.85) and net income of $39.4 million (adjusted $40.1 million). Net interest margin expanded to 3.55%, up five basis points sequentially, while loan balances grew 7.1% annualized to $9.8 billion, driven by...
Goldman Sachs Group Inc (GS) Q1 2026 Earnings Call Transcript
StoneX Group reported record Q1 fiscal 2026 results, posting net income of $139 million, a 63% year‑over‑year increase, and operating revenues of $1.4 billion, up 52%. The surge was powered by the integration of R.J. O’Brien and Benchmark, which contributed $28.5 million and...
Kopin Corp (KOPN) Q4 2025 Earnings Call Transcript
Koppers Holdings reported FY 2025 adjusted EBITDA of $256.7 million, a record‑high 13.7% margin. Total sales slipped 10% to $1.9 billion as all three segments posted lower revenue. The Catalyst transformation delivered $46 million in cost and efficiency benefits, enabling a 13% dividend increase...
Fastenal Co (FAST) Q1 2026 Earnings Call Transcript
Fastenal posted modest top‑line growth in Q1 2025, with sales rising 3.4% year‑over‑year and daily sales up 5%. Operating margin slipped to 20.1% and gross margin to 45.1%, while earnings per share held steady at $0.52. The company launched pricing...
Biomerica Inc (BMRA) Q3 2026 Earnings Call Transcript
Kestra Medical Technologies reported Q3 2026 revenue of $24.6 million, a 63% year‑over‑year increase driven by a 58% rise in Assure system prescriptions. Gross margin expanded to 52.6%, marking the ninth consecutive quarter of margin growth and supporting a path toward...
AstroNova Inc (ALOT) Q4 2026 Earnings Call Transcript
AstroNova Inc. posted Q4 FY 2025 net revenue of $37.4 million, a 5.6% decline year‑over‑year, and gross margin slipped to 34.1%. Recurring revenue now represents 71% of sales, while the Aerospace segment delivered a record $48.9 million in revenue and a 22.8% operating...
Envirotech Vehicles Inc (EVTV) Q4 2025 Earnings Call Transcript
EVgo reported a strong fourth quarter and full‑year 2025, delivering $384 million in revenue, a 50% year‑over‑year increase, and achieving adjusted EBITDA breakeven for the first time with $12 million for the year. The company expanded its network to 5,100 stalls, boosting...
First Bancshares Inc (Missouri) (FBSI) Q1 2026 Earnings Call Transcript
First Bancshares reported a record $1 billion in annual revenue and $345 million net income for 2025, highlighted by a $87 million Q1 profit of $0.8055 per share. The bank posted a top‑quartile 1.8% return on assets and a disciplined 49% efficiency ratio....
Neogen Corp (NEOG) Q3 2026 Earnings Call Transcript
Neogen Corp reported Q2 2026 revenue of $224.7 million, reflecting 2.9% core growth and a 0.9% foreign‑currency benefit, while divestitures created a 6.6% headwind. Adjusted EBITDA margin expanded to 21.7%—up 470 basis points—driven by higher gross margin, volume gains and headcount...
WD-40 Co (WDFC) Q2 2026 Earnings Call Transcript
WD-40 Co. posted a second consecutive record quarter, reporting $156 million in net sales, an 11% year‑over‑year increase, and a new annual sales high of $453 million for its flagship Multi‑Use Product. Gross margin rose to 54.1%, up 100 basis points sequentially...
Byrna Technologies Inc (BYRN) Q1 2026 Earnings Call Transcript
Byrna Technologies reported a record $20.9 million in Q1 2026 revenue, a 194% year‑over‑year increase, driven by a shift to high‑margin direct‑to‑consumer sales and a celebrity endorsement advertising program that consistently delivers at least 5x ROAS. Gross profit margin expanded to...
SolarWindow Technologies Inc (WNDW) Q2 2026 Earnings Call Transcript
Wolfspeed reported Q2 FY2026 revenue of $168 million, aligning with the midpoint of its prior guidance, while AI data‑center sales surged 50% quarter‑over‑quarter. The company ended the quarter with $1.3 billion in cash after a $700 million tax‑credit refund, but posted a...
FGI Industries Ltd (FGI) Q4 2025 Earnings Call Transcript
FGI Industries reported Q4 2025 revenue of $31 million, up 5.5% year‑over‑year, led by gains in sanitaryware, bath furniture and Covered Bridge cabinetry. Gross margin slipped to 28.1% from 30.5%, a 240‑basis‑point decline driven by tariff‑related cost pressures. The company posted...
Northern Technologies International Corp (NTIC) Q2 2026 Earnings Call Transcript
Northern Technologies International Corp reported a 4.4% decline in Q2 2026 net sales to $22.3 million, driven by weaker ZERUST oil & gas and Natur‑Tec segments. Gross margin compressed to 37.9% as a less profitable sales mix offset gains from...
Simply Good Foods Co (SMPL) Q2 2026 Earnings Call Transcript
Simply Good Foods reported Q1 FY2025 net sales of $341.3 million, a 10.6% increase year‑over‑year, driven primarily by the recent OWYN acquisition. Gross margin improved to 38.2% and adjusted EBITDA rose 13.1% to $70.1 million, while cash flow from operations fell to...
Simulations Plus Inc (SLP) Q2 2026 Earnings Call Transcript
Simulations Plus reported Q2 2026 revenue of $18.4 million, a 3% decline driven by a 17% drop in software sales, while services revenue grew 16% to offset the weakness. Gross margin improved to 59% with software margin at 84% and...
Resources Connection Inc (RGP) Q3 2026 Earnings Call Transcript
Resources Connection Inc. (RGP) posted Q1 FY2025 revenue of $120.2 million, surpassing its own outlook despite mixed segment trends. Gross margin rose to 39.5%, a 300‑basis‑point improvement, driven by higher bill rates and lower benefits costs. Adjusted EBITDA reached $3.1 million, while...
Richardson Electronics Ltd (RELL) Q3 2026 Earnings Call Transcript
Richardson Electronics reported fourth‑quarter revenue of $51.9 million, a 9.5% year‑over‑year increase, driven by double‑digit growth in its Power & Microwave Technologies (PMT) and Green Energy Solutions (GES) units. Gross margin rose 50 basis points to 31.6% as product mix improved,...
Pure Cycle Corp (PCYO) Q2 2026 Earnings Call Transcript
Acuity Brands reported Q2 fiscal 2026 net sales of $1.1 billion, a 5% increase year‑over‑year, driven primarily by strong growth in its Acuity Intelligence Spaces (AIS) segment. The Acuity Brands Lighting (ABL) segment saw sales dip 3% to $817 million, but both...
Constellation Brands Inc (STZ) Q4 2026 Earnings Call Transcript
Constellation Brands reported Q4 FY2026 beer operating margins held up thanks to cost‑saving initiatives, favorable pricing and a one‑time depreciation benefit, offsetting volume declines, higher logistics costs and tariff pressures. Management warned that Q4 margins will fall as the depreciation...
PriceSmart Inc (PSMT) Q2 2026 Earnings Call Transcript
PriceSmart reported net merchandise sales of $1.4 billion, up 10.6% year‑over‑year, driven by double‑digit growth across all core regions. Digital channel sales surged 29.4% to $89.8 million, now representing 6.6% of total sales, while membership accounts exceeded 2 million with Platinum members climbing...
Delta Air Lines Inc (DAL) Q1 2026 Earnings Call Transcript
Delta Air Lines (DLH) reported Q1 2026 revenue of $68.9 million, a 24% drop from the prior year, driven primarily by the conversion of CMOP and Head Start contracts to small‑business set‑aside vehicles. Adjusted EBITDA fell to $6.5 million, yet the EBITDA...
RPM International Inc (RPM) Q3 2026 Earnings Call Transcript
RPM International reported record consolidated sales, rising 3.5% year‑over‑year, powered by acquisitions and high‑performance building solutions. Adjusted EBIT and EPS fell as higher SG&A, M&A costs, and temporary consolidation inefficiencies outweighed top‑line growth. The company launched a $100 million SG&A optimization...
Xcel Brands Inc (XELB) Q4 2025 Earnings Call Transcript
Xcel Brands reported Q3 2025 results showing a 27% drop in net licensing revenue to $1.1 million, while GAAP net loss narrowed to $7.9 million. Adjusted EBITDA improved 38% year‑over‑year to a negative $653 k, reflecting aggressive cost cuts that lowered the annual...
Kura Sushi USA Inc (KRUS) Q2 2026 Earnings Call Transcript
Kura Sushi USA reported Q1 2026 total sales of $73.5 million, a 13% year‑over‑year increase, while comparable restaurant sales slipped 2.5%. A 3.5% menu price hike took effect in November, but tariff‑driven food and beverage costs rose to 29.9% of sales,...
Aehr Test Systems (AEHR) Q3 2026 Earnings Call Transcript
Aehr Test Systems reported Q3 fiscal 2026 revenue of $9.9 million, a 27% YoY decline, as WaferPak shipments fell and the product mix shifted away from higher‑margin items. Bookings slipped to $6.2 million, but post‑quarter orders lifted the effective backlog to $18.3 million,...
Phoenix Education Partners Inc (PXED) Q2 2026 Earnings Call Transcript
Phoenix Education Partners reported Q1 2026 results with revenue of $262 million, up 2.9% year‑over‑year, driven by a 4.1% rise in total degree enrollment to 85,600 students. Employer‑affiliated (B2B) enrollment grew to roughly 34% of the student base, lifting adjusted EBITDA...
Levi Strauss & Co (LEVI) Q1 2026 Earnings Call Transcript
Levi Strauss reported 7% organic net revenue growth for fiscal 2025, driven by strong direct‑to‑consumer (DTC) expansion and diversification beyond denim. DTC now accounts for roughly half of sales, growing 11% year‑over‑year and delivering notable margin improvement. Non‑denim categories, especially...
Greenbrier Companies Inc (GBX) Q2 2026 Earnings Call Transcript
Flux Power Holdings reported its first profitable quarter, posting net income of $600,000 ($0.03 per share) and a 34.7% gross margin, up from 28.6% a quarter earlier. Revenue rose sequentially to $14.1 million but remained below the $16.8 million year‑ago level, while...
Skillsoft Corp (SKIL) Q4 2026 Earnings Call Transcript
Skillsoft reported Q4 2026 revenue of $129 million, a 6% year‑over‑year decline, primarily due to a 17.6% drop in its Global Knowledge (GK) segment, which accounted for 73% of the revenue shortfall. The Talent Development Solutions (TDS) business showed resilience, posting...
R C M Technologies Inc (RCMT) Q4 2025 Earnings Call Transcript
R1 RCM reported Q1 2021 revenue of $342.6 million, a 6.9% year‑over‑year increase, and adjusted EBITDA of $80.4 million, up 30.5%. The company announced a $260 million effective‑price acquisition of VisitPay, adding a leading consumer‑payment platform to its PX suite. It also expanded...
Sunshine Biopharma Inc (SBFM) Q4 2025 Earnings Call Transcript
Sunshine Biopharma reported a $713 million cash balance and zero debt at year‑end, while GAAP operating expenses fell to $225 million, driven by lower stock‑based compensation. The company’s Biologics License Application for ivonesumab in EGFR‑mutant NSCLC was accepted by the FDA, with...
Pharvaris NV (PHVS) Q4 2025 Earnings Call Transcript
Pharvaris NV reported a breakout quarter, with U.S. net product revenue for its epinephrine spray Neffy soaring to $31.3 million – a 2.5‑fold increase quarter‑over‑quarter and beating consensus. Adoption accelerated among new prescribers, reaching a 10.3% market share, while provider...
AngioDynamics Inc (ANGO) Q3 2026 Earnings Call Transcript
AngioDynamics reported first‑quarter FY2026 revenue of $75.7 million, a 12.2% year‑over‑year increase driven by strong Med Tech growth and modest Med Device gains. The Med Tech segment now represents 47% of total sales, expanding 26.1% and delivering double‑digit growth for 17...
Acuity Inc (AYI) Q2 2026 Earnings Call Transcript
Accuray reported Q2 2026 net revenue of $102.2 million, down 12% year‑over‑year, as product sales fell 26% primarily due to tariff‑driven delays in China. Service revenue rose 4%, partially offsetting margin pressure, but gross margin slipped to 23.5% from 36.1%...
AirSculpt Technologies Inc (AIRS) Q4 2025 Earnings Call Transcript
Artivion reported Q4 2025 adjusted revenue of $118.3 million, an 18.5% year‑over‑year increase, and adjusted EBITDA of $22.7 million, lifting the margin to 19.2%. Stent‑graft sales surged 36% and On‑X valve revenue rose 24%, driven by the AMDS platform and a newly...
Lindsay Corp (LNN) Q2 2026 Earnings Call Transcript
Lindsay Corp reported Q2 2026 revenue of $155.8 million, a 6% decline driven primarily by a 9% drop in irrigation sales, while infrastructure revenue grew 17%. Operating income fell 6% to $19.6 million, but the operating margin held steady at 12.6% thanks...
NovaGold Resources Inc (NG) Q1 2026 Earnings Call Transcript
NovaGold Resources reported a $7.2 million net loss for Q2 2020 but closed the period with a strong cash position of $134.3 million. The company resumed its Donlin Gold drilling campaign, aiming to complete roughly 80 holes and over 20,000 meters to validate high‑grade...
RH (RH) Q4 2026 Earnings Call Transcript
Restoration Hardware (RH) reported an 8% revenue increase in 2025, delivering $597 million in adjusted EBITDA (17.3% margin) and turning free cash flow positive at $252 million. The company invested $289 million in global expansion and $37 million to acquire...
MSC Industrial Direct Co Inc (MSM) Q2 2026 Earnings Call Transcript
Donaldson Company posted a record $896 million in second‑quarter sales, up 3% year‑over‑year, while operating margin slipped to 14% due to gross‑margin pressure from volume deleveraging and footprint‑optimization costs. Adjusted EPS held steady at $0.83, and the company announced the Facet...
Lamb Weston Holdings Inc (LW) Q3 2026 Earnings Call Transcript
Lamb Weston reported third‑quarter 2026 results showing a 9% volume increase, a 4% rise in net sales and a 6% jump in adjusted EBITDA to $364 million, effectively offsetting the prior‑year ERP transition loss. Price mix fell 5% as the company...
Conagra Brands Inc (CAG) Q3 2026 Earnings Call Transcript
B&G Foods completed the sale of its Green Giant U.S. frozen business, generating $63.2 million in cash and securing a co‑pack agreement with Seneca Foods that should add roughly $80 million of revenue in 2026. The company also announced the pending acquisition...
Bassett Furniture Industries Inc (BSET) Q1 2026 Earnings Call Transcript
Vestis reported Q1 2026 revenue of $663.4 million, a 3% decline driven by a product‑mix shift toward lower‑margin workplace supplies that reduced revenue per pound by $0.04. Adjusted EBITDA fell to $70.4 million, with margins slipping to 10.6% as cost per pound...