Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
European Wax Center Inc (EWCZ) Q4 2025 Earnings Call Transcript
OneSpaWorld reported record Q4 2025 results, with total revenue of $242.1 million, up 11% year‑over‑year, and adjusted EBITDA of $31.2 million, a $4.5 million increase. Net income fell to $12.1 million due to $5.7 million in restructuring and impairment charges tied to exiting Asian operations and reorganizing in the UK and Italy. The company expanded MediSpa services to 153 ships, rolled out AI‑driven dynamic pricing and a virtual assistant on 180 vessels, and returned $93 million to shareholders while reducing debt. Management reaffirmed 2026 guidance, targeting over $1 billion in revenue and high‑single‑digit growth.
Triplepoint Venture Growth BDC Corp (TPVG) Q4 2025 Earnings Call Transcript
TriplePoint Venture Growth BDC reported a $73 million increase in its debt investment portfolio for Q3 2025, marking the third straight quarter of growth and a year‑to‑date rise of nearly $110 million. New commitments surged to $182 million, with 90% directed toward AI,...
Janus International Group Inc (JBI) Q4 2025 Earnings Call Transcript
Janus International Group reported Q4 2025 revenue of $219.3 million, a 4.7% year‑over‑year decline driven primarily by pricing pressure and lower volume. Adjusted EBITDA rose 1.2% to $43.6 million, lifting the margin to 19.9% after cost‑saving initiatives. International sales surged 32.9% while...
EyePoint Inc (EYPT) Q4 2025 Earnings Call Transcript
EyePoint reported Q4 2025 results, highlighting rapid enrollment of over 900 patients in two pivotal wet AMD Phase 3 trials (Lugano and LUCHIA) with top‑line data expected mid‑2026. The company also initiated Phase 3 DME studies (COMO and CAPREIT) slated for first...
SandRidge Energy Inc (SD) Q4 2025 Earnings Call Transcript
SandRidge Energy reported a strong Q2 2025, with adjusted EBITDA rising 76% to $22.8 million and net income of $19.6 million. Production increased 19% year‑over‑year, driven by the launch of the Cherokee development program, whose first well delivered 2,300 BOE/day and a breakeven...
Stevanato Group SpA (STVN) Q4 2025 Earnings Call Transcript
Stevanato Group posted a 9% year‑over‑year revenue increase to $303.2 million in Q3 FY2025, driven by a 14% rise in its BDS segment and a 47% surge in high‑value solutions, which now represent 49% of total sales. The Engineering segment fell...
Mistras Group Inc (MG) Q4 2025 Earnings Call Transcript
Mistras Group reported Q3 fiscal 2025 revenue of $195.5 million, a 7% year‑over‑year increase driven by growth across all five major verticals. Adjusted EBITDA reached a record $30.2 million, up 29.6% and yielding a 15.4% margin, while net income more than doubled...
Sight Sciences Inc (SGHT) Q4 2025 Earnings Call Transcript
Sight Sciences reported fourth‑quarter 2025 revenue of $20.4 million, a 7% year‑over‑year increase, driven by $19.7 million from interventional glaucoma and $0.7 million from the newly reimbursed interventional dry‑eye segment. Gross margins remained strong at 87% overall, while operating expenses fell 25% after...
Seaport Entertainment Group Inc (SEG) Q4 2025 Earnings Call Transcript
Seaport Entertainment Group reported Q4 2025 consolidated revenue of $45.1 million, a modest 1% year‑over‑year increase, while net loss narrowed to $33.2 million, or $2.61 per share, a 56% improvement. Adjusted EBITDA rose sharply—up 40% on an exclusionary basis—despite headline declines driven...
Acres Commercial Realty Corp (ACR) Q4 2025 Earnings Call Transcript
Acres Commercial Realty reported a $46.8 million net decline in its loan portfolio for Q3 2025, offset by $106.4 million of new commitments. A $13.1 million capital gain from a real‑estate sale lifted GAAP net income to $9.8 million and boosted earnings available for distribution...
Verastem Inc (VSTM) Q4 2025 Earnings Call Transcript
Verastem reported $1.7 million in COPIKTRA net revenue for Q1 2019, a 38% increase over the prior quarter, and achieved reimbursement coverage with more than 92% of targeted health plans. Clinical updates highlighted the Phase 3 DUO trial, which showed...
MicroVision Inc (MVIS) Q4 2025 Earnings Call Transcript
MicroVision reported a dramatic Q4 revenue drop to $200,000, far below the $1.7 million earned a year earlier, while operating expenses surged to $25.3 million driven by a $13.4 million asset impairment. The company ended the quarter with $74.8 million in cash and secured...
Altisource Portfolio Solutions SA (ASPS) Q4 2025 Earnings Call Transcript
Altisource Portfolio Solutions reported Q2 2025 service revenue of $40.8 million, up 11% year‑over‑year, and adjusted EBITDA of $5.4 million, a 23% increase. GAAP net income swung to $16.6 million from an $8.3 million loss, helped by a tax reserve reversal and lower interest expense....
Magnachip Semiconductor Corp (MX) Q4 2025 Earnings Call Transcript
Magnachip Semiconductor reported Q4 2025 revenue of $40.6 million, a 17% year‑over‑year decline, and a gross margin of 9.3% after a one‑time $2.7 million sales incentive reduced profitability. Adjusted operating loss widened to $11.9 million and adjusted EBITDA turned negative...
Real Brokerage Inc (REAX) Q4 2025 Earnings Call Transcript
RE/MAX Holdings reported Q4 2025 revenue of $71.1 million and adjusted EBITDA of $22.4 million, delivering a 31.5% margin despite a historically slow housing market. The franchise network reached an all‑time high of 148,500 agents, with international affiliates exceeding 75,000....
Grocery Outlet Holding Corp (GO) Q4 2025 Earnings Call Transcript
Grocery Outlet Holding Corp reported a 5% decline in Q4 2025 net sales to $76.8 million, with full‑year sales also down 5% to $276 million. Gross margin fell to 44.1% from 47.9% as incremental tariffs added roughly $16 million in costs, outpacing a...
Aquestive Therapeutics Inc (AQST) Q4 2025 Earnings Call Transcript
Ascent Industries reported Q4 2025 results highlighting a near‑1000‑basis‑point gross‑margin expansion and a 61% rise in gross profit despite a 7% full‑year revenue decline. Adjusted EBITDA loss narrowed by $4.1 million year‑over‑year, while the company secured $9.4 million of annualized revenue from...
Dingdong (Cayman) Ltd (DDL) Q4 2025 Earnings Call Transcript
DoubleDown Interactive reported Q4 2025 revenue of $95.8 million, a 17% year‑over‑year increase, driven by social casino growth and a 78% surge in iGaming revenue from SuperNation. Adjusted EBITDA rose 16% to $40.6 million, while net operating cash flow reached $42.6 million, bringing...
Ardent Health Inc (ARDT) Q4 2025 Earnings Call Transcript
Ardent Health reported solid volume and revenue growth in Q3 2025, with revenue up 8.8% to $1.58 billion and adjusted EBITDA rising 46% to $143 million. However, the company lowered its full‑year adjusted EBITDA guidance to $530‑$555 million, citing accelerating professional‑fee expenses and...
Miller Industries Inc (MLR) Q4 2025 Earnings Call Transcript
Miller Industries reported a strong rebound in Q4 bookings, up 42% sequentially and 35% year‑over‑year to $540 million, signaling early demand recovery, especially in North America. Despite this, revenue fell to $923 million and the company posted a $16 million adjusted operating loss,...
Global Water Resources Inc (GWRS) Q4 2025 Earnings Call Transcript
Global Water Resources reported Q1 2020 revenue of $8.2 million, a 6.6% increase year‑over‑year, driven by 4.7% organic connection growth and higher consumption. Adjusted EBITDA rose 18.4% to $4.1 million, while operating expenses fell slightly, reflecting cost discipline and the recent in‑house billing...
SES AI Corp (SES) Q4 2025 Earnings Call Transcript
SES AI Corp reported a record third‑quarter 2025 revenue of $7.1 million, a 102% sequential increase driven by the recent UC Energy acquisition and the launch of its Molecular Universe (MU 1.0) AI platform. Services now account for 55% of revenue with...
ATN International Inc (ATNI) Q4 2025 Earnings Call Transcript
ATN International reported fourth‑quarter 2025 revenue of $1.2 billion and full‑year revenue of $4.6 billion, the strongest top line since 2012. Adjusted EBITDA reached $232 million in Q4 and $859 million for the year, lifting the margin to 19.7% and surpassing guidance. Management guided...
ChargePoint Holdings Inc (CHPT) Q4 2026 Earnings Call Transcript
ChargePoint reported Q2 FY2026 revenue of $99 million, hitting the top of its guidance but falling 9 % year‑over‑year. Non‑GAAP gross margin rose to 33 %, the highest since the company went public, while subscription revenue reached $40 million, representing 40 % of total sales....
Aware Inc (AWRE) Q4 2025 Earnings Call Transcript
Aware Inc. posted fiscal 2025 revenue of $17.3 million, a marginal decline, while its net loss expanded to $5.9 million, reflecting higher technology and certification investments. The company secured ISO 30107 Level 3, ISO 27001, and FIDO2 certifications and earned best‑in‑class bias ratings in NIST...
Daktronics Inc (DAKT) Q3 2026 Earnings Call Transcript
Daktronics reported a 12% year‑over‑year increase in orders and a 36% jump in its product backlog to $321 million, delivering three straight quarters of top‑line growth. Net income rose 25% on an adjusted basis to $17.5 million, while operating margin edged toward...
Wix.Com Ltd (WIX) Q4 2025 Earnings Call Transcript
eToro reported Q4 2025 net contribution of $227 million, a 6% sequential rise, and adjusted EBITDA of $87 million, delivering a 38% margin. Capital markets revenue surged 43% year‑over‑year, offsetting a 72% drop in crypto net contribution. The firm highlighted...
Advanced Flower Capital Inc (AFCG) Q4 2025 Earnings Call Transcript
Advanced Flower Capital Inc. reported Q2 2025 results, posting $0.15 per share in non‑GAAP distributable earnings and a GAAP loss of $13.2 million. The loan portfolio held steady at $357.9 million across 15 assets, delivering a weighted‑average 17% yield to maturity....
Kontoor Brands Inc (KTB) Q4 2025 Earnings Call Transcript
Kontoor Brands reported a 27% jump in global revenue for Q3 2025, driven primarily by the Helly Hansen acquisition and steady Wrangler performance. Adjusted gross margin expanded 80 basis points to 45.8%, while adjusted EPS rose 5% to $1.44. Management...
908 Devices Inc (MASS) Q4 2025 Earnings Call Transcript
908 Devices reported Q3 2025 revenue of $14 million, a 4% year‑over‑year decline but an 8% sequential increase, driven largely by FTIR‑based Explorer devices. Adjusted EBITDA loss narrowed to $1.8 million, a 53% quarter‑over‑quarter improvement, marking the smallest loss since the company...
Upland Software Inc (UPLD) Q4 2025 Earnings Call Transcript
Upland Software reported flat organic growth in Q4 2025, but highlighted a strong margin expansion to 31% and free cash flow of $24.4 million, surpassing its $20 million target. The company maintained a 96% net dollar retention rate and added 110 new...
Cryoport Inc (CYRX) Q4 2025 Earnings Call Transcript
CVRx reported fourth‑quarter 2025 revenue of $16 million, a modest 4% year‑over‑year increase, while gross margin improved to 86% driven by higher selling prices and manufacturing efficiencies. Net loss widened to $11.9 million as SG&A and R&D expenses outpaced revenue growth, but...
Box Inc (BOX) Q4 2026 Earnings Call Transcript
Box Inc. reported Q1 FY2026 revenue of $276 million, up 4% year‑over‑year, and billings surged 27% to $242 million, driven largely by pricing increases and rapid adoption of its AI‑focused Enterprise Advanced suite. Remaining Performance Obligations climbed 21% to $1.5 billion, while net...
Antalpha Platform Holding Co (ANTA) Q4 2025 Earnings Call Transcript
Antero Resources Corp. closed its HG Energy acquisition ahead of schedule, adding 385,000 net acres and over 400 drilling locations, while divesting its Ohio Utica asset to cement its status as West Virginia's leading natural gas and NGL producer. The...
Cricut Inc (CRCT) Q4 2025 Earnings Call Transcript
Crane NXT reported Q4 2025 sales of $477 million, up 20% year‑over‑year, with adjusted EBITDA margin around 25% and adjusted EPS of $1.27. The company added 20 new micro‑optics currency denominations, secured multiyear authentication contracts with the NFL and MLB,...
Scholar Rock Holding Corp (SRRK) Q4 2025 Earnings Call Transcript
Scholar Rock Holding Corp reported $368 million in cash and secured a $550 million debt facility, positioning the company to fund commercial launch and R&D initiatives. The FDA completed a reinspection of the Catalent, Indiana manufacturing site with no further requests, clearing...
Marex Group PLC (MRX) Q4 2025 Earnings Call Transcript
Marex Group reported record Q2 2025 adjusted profit before tax of $106 million, up 16% year‑over‑year, as revenue climbed 18% to $500 million. Strong performance was driven by a 59% surge in agency and execution revenue and an 80% jump in securities revenue,...
Webtoon Entertainment Inc (WBTN) Q4 2025 Earnings Call Transcript
Webtoon Entertainment reported Q4 2025 revenue of $330.7 million, a 4.1% decline, while full‑year revenue rose 3.9% to $1.4 billion. The quarter’s net loss ballooned to $336.5 million, driven primarily by a goodwill impairment tied to Wattpad. A strategic milestone was Disney’s...
Mayville Engineering Company Inc (MEC) Q4 2025 Earnings Call Transcript
Mayville Engineering Company reported Q2 2025 net sales of $132.3 million, a 19.1% decline year‑over‑year, and adjusted EBITDA of $13.7 million, with margin slipping to 10.3%. The company completed its AccuFab acquisition, expanding its serviceable addressable market by roughly 60%...
On Holding Ltd (ONON) Q4 2025 Earnings Call Transcript
On Holding AG reported record Q4 performance and a full‑year net sales of CHF 2.32 billion, a 33% constant‑currency increase. Direct‑to‑consumer sales grew to 48.8% of total, pushing the Q4 gross profit margin to 62.1% and adjusted EBITDA margin to 16.4%. The...
Black Rock Coffee Bar Inc (BRCB) Q4 2025 Earnings Call Transcript
Dutch Bros reported a 28% revenue increase to $1.64 billion for 2025, driven by 154 new store openings that brought the system to 1,136 locations. Adjusted EBITDA rose 31% to $303 million and average unit volume hit a record $2.1 million. The company...
Eastern Company (EML) Q4 2025 Earnings Call Transcript
Eagle Materials reported Q4 FY2025 revenue of $558 million, a modest decline driven by lower cement, concrete and aggregates volumes after record rainfall in the Midwest. Despite the volume drop, earnings per share rose to $3.56, helped by a 3%...
Cumberland Pharmaceuticals Inc (CPIX) Q4 2025 Earnings Call Transcript
Cumberland Pharmaceuticals reported fiscal 2025 revenue of $44.5 million, an 18% increase year‑over‑year, driven by a 31% Q4 surge to $13.7 million from Vibativ, Sancuso and the newly launched Talicia. Adjusted earnings turned positive at $1.7 million and operating cash flow rose to...
Rayonier Advanced Materials Inc (RYAM) Q4 2025 Earnings Call Transcript
Rayonier Advanced Materials completed its merger with PotlatchDeltic on Jan. 30, creating a timberland powerhouse with over 4 million acres and adding wood products and land‑based solutions capabilities. Full‑year 2025 adjusted EBITDA reached $248 million, an 8% increase that beat the top of...
SOPHiA GENETICS SA (SOPH) Q4 2025 Earnings Call Transcript
SOPHiA GENETICS reported Q4 2025 revenue of $19.5 million, up 23% year‑over‑year, marking the third consecutive quarter of accelerating growth. The company added 31 new customers, bringing total 2025 signings to 94, and saw U.S. revenue rise 30%, highlighting strong market...
Horizon Technology Finance Corp (HRZN) Q4 2025 Earnings Call Transcript
Horizon Technology Finance Corp reported Q4 2025 net investment income of $6.6 million, up 8% from the prior quarter, and NAV per share rose 2.4% to $11.68. The board approved an additional $7.5 million for its share‑repurchase program, bringing total authorization to...
Civeo Corp (CVEO) Q4 2025 Earnings Call Transcript
Civeo Corp reported Q3 2025 results that highlighted solid growth in its Australian operations and a marked margin improvement in Canada despite lower revenues. The Bowen Basin village acquisition drove a 7% revenue increase and a 19% rise in adjusted...
Latham Group Inc (SWIM) Q4 2025 Earnings Call Transcript
Latham Group reported Q4 2025 net sales of $100 million, a 15% year‑over‑year increase, pushing full‑year revenue to $546 million, up 7%. Adjusted EBITDA surged to $10 million in the quarter and $100 million for the year, with margins expanding...
Thor Industries Inc (THO) Q2 2026 Earnings Call Transcript
Thermon Group Holdings reported record Q3 fiscal 2026 results, with revenue of $147.3 million, up 10% year‑over‑year, and adjusted EBITDA of $35.66 million, a 12% increase. Gross margin improved to 46.6% and adjusted EPS rose 18% to $0.66. Orders grew...
EVgo Inc (EVGO) Q4 2025 Earnings Call Transcript
EVGO reported a fourth‑quarter 2025 revenue of $678 million and GAAP net income of $32 million, with adjusted EBITDA reaching $126 million. The company secured a record $520 million in new or expanded contracts, including five ICE‑dedicated facilities that add roughly $400 million of annualized...