Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Superior Group of Companies Inc (SGC) Q4 2025 Earnings Call Transcript
Superior Group of Companies (SGC) posted Q4 2025 results showing Branded Products revenue falling to $85 million, an 8% YoY decline, while SG&A expenses dropped 7% to $48 million, keeping the SG&A ratio flat at 35%. Net income rose to $2.7 million sequentially but remained well below the $5.4 million a year earlier. The company tightened full‑year revenue guidance to $560‑$570 million and highlighted a $13 million annualized SG&A savings target, ample liquidity and readiness for acquisitions. Management emphasized a strengthening pipeline and tariff‑related pricing pass‑through as catalysts for future growth.
Quantum-Si Inc (QSI) Q4 2025 Earnings Call Transcript
Quantum‑Si reported Q4 2025 revenue of $0.5 million and full‑year revenue of $2.4 million, while cutting GAAP operating expenses to $21.2 million and adjusted expenses to $18.3 million. The company ended 2025 with $215.8 million in cash, supporting operations through 2028. Management announced a $425,000...
Advantage Solutions Inc (ADV) Q4 2025 Earnings Call Transcript
Advantage Solutions reported Q4 2025 revenue of $785 million, a 3% YoY increase, driven by Experiential Services growth while Branded and Retailer Services lagged. The company refinanced debt to 2030, paying down $90 million and extending maturities, and sold three non‑core businesses...
B&G Foods Inc (BGS) Q4 2025 Earnings Call Transcript
B&G Foods reported Q4 2025 net sales of $539.6 million, a 2.2% decline, while posting a $15.2 million net loss driven by non‑cash impairment charges. The company completed the sale of its Green Giant U.S. frozen business for $63.2 million and secured a...
Crexendo Inc (CXDO) Q4 2025 Earnings Call Transcript
Crexendo Inc. reported a flat production outlook for 2026 while front‑loading 60% of its annual capital expenditures in the first half of the year, giving it flexibility to accelerate drilling if market conditions improve. The company highlighted a deep Utica...
Autozone Inc (AZO) Q2 2026 Earnings Call Transcript
AutoZone Inc. (AZZ) posted Q2 2026 sales of $417.3 million, up 2%, driven by a 10.8% surge in its Metal Coatings segment. Adjusted EPS rose 13.1% to $1.55, while operating cash flow increased 23% to $58.4 million. The company trimmed net leverage...
Oxford Square Capital Corp (OXSQ) Q4 2025 Earnings Call Transcript
Oaktree Specialty Lending Corp reported adjusted net investment income of $36.1 million ($0.41 per share) for the quarter, a modest rise from the prior period. New funded investments surged 42% to $314 million, expanding the fair‑value portfolio to $2.95 billion with a weighted‑average...
GitLab Inc (GTLB) Q4 2026 Earnings Call Transcript
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year over year. The fiscal fourth quarter delivered $260 million in revenue, 23% growth, and a non‑GAAP operating margin of 20.5%, beating guidance. Management...
Evolus Inc (EOLS) Q4 2025 Earnings Call Transcript
Evolus Inc. reported fourth‑quarter 2025 net revenue of $90.3 million, a 14% year‑over‑year increase, and full‑year revenue of $297.2 million, marking a sixth consecutive double‑digit growth year. Jeuveau drove the bulk of sales, achieving over 14% U.S. market share, while the newly...
Fuel Tech Inc (FTEK) Q4 2025 Earnings Call Transcript
Fuel Tech Inc (FTAI) reported a breakout 2025, with aerospace products generating $195 million adjusted EBITDA in Q4—a 66% year‑over‑year rise—and full‑year company EBITDA reaching $1.2 billion, up 38%. The Strategic Capital Initiative I secured $2 billion in equity and $6 billion total capital,...
WEYCO Group Inc (WEYS) Q4 2025 Earnings Call Transcript
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, an 8% increase year‑over‑year, after excluding a $0.46 per‑share settlement charge in Illinois. Strong weather and a favorable Wisconsin rate review added $1.09 to earnings, while the company announced...
Gran Tierra Energy Inc (GTE) Q4 2025 Earnings Call Transcript
Gran Tierra Energy reported Q4 2020 production of roughly 23,000 barrels of oil per day while sharply curbing costs, cutting operating expenses 39% to $145 million. The company achieved a 133% proved‑developed‑producing reserve replacement ratio and a 1P net present value...
Neuropace Inc (NPCE) Q4 2025 Earnings Call Transcript
NeuroPace reported fourth‑quarter 2025 revenue of $26.6 million, a 24% year‑over‑year increase driven primarily by a 26% rise in RNS system sales to $22.4 million. Gross margins improved to 77.4% overall and 80.5% for the RNS product, while operating expenses grew slower...
Hyster-Yale Inc (HY) Q4 2025 Earnings Call Transcript
Honeywell reported a strong fourth‑quarter 2025, with organic orders up 23% and a record backlog exceeding $37 billion. Organic sales rose 11% (6% excluding the Bombardier agreement) and adjusted EPS climbed 17% to $2.90. Free cash flow surged 48% to $2.5 billion,...
Sportradar Group AG (SRAD) Q4 2025 Earnings Call Transcript
Sportradar reported record 2024 results, posting $1.1 billion in revenue, a 26% year‑over‑year increase, and adjusted EBITDA of $222 million, lifting the margin to 20%. The company announced the acquisition of IMG ARENA from Endeavor, receiving $125 million in cash and up to $100 million...
StoneCo Ltd (STNE) Q4 2025 Earnings Call Transcript
StoneX Group reported record fourth‑quarter net income of $85.7 million, a 12% year‑over‑year increase, and operating revenues exceeding $1.2 billion, up 31% YoY. The R.J. O'Brien acquisition contributed $22.1 million of pretax income and drove a 76% surge in listed‑contracts revenue, while institutional...
Life360 Inc (LIF) Q4 2025 Earnings Call Transcript
Lithia Motors reported record full‑year revenue of $37.6 billion, a 4% increase, and adjusted diluted EPS of $33.46, up 16% year‑over‑year. While new‑vehicle revenue fell 6.6% amid industry‑wide margin compression, used‑vehicle revenue grew 6.1% supported by a 4.7% rise in unit...
OFS Capital Corp (OFS) Q4 2025 Earnings Call Transcript
OFG Bancorp reported a 17% year‑over‑year increase in diluted EPS, supported by a modest 2% rise in core revenues and a favorable tax benefit. Commercial loans expanded to $3.5 billion, now representing 43% of the loan book, while retail deposits grew...
Vitesse Energy Inc (VTS) Q4 2025 Earnings Call Transcript
Vitesse Energy Inc. reported Q4 2025 revenue of $4.4 billion, a $2.9 billion year‑over‑year increase, driven by a surge to 478 TBtu of LNG sales. Adjusted EBITDA rose 191% to $2.0 billion, while net income reached $1.1 billion despite higher interest costs and swap losses....
Mobile Infrastructure Corp (BEEP) Q4 2025 Earnings Call Transcript
Uniti Group reported a 24% year‑over‑year increase in Kinetic consumer‑fiber revenue and added 28,000 net subscribers in Q4 2025, bringing total fiber customers to 535,000. Fiber passings rose to 1.9 million, with a goal of 2.3‑2.35 million homes passed by year‑end, surpassing...
Quanterix Corp (QTRX) Q4 2025 Earnings Call Transcript
Quanterix (QTRX) reported FY 2025 revenue of $16.1 million, down $11 million from the prior year, driven by steep declines in collaboration and contract‑manufacturing income. R&D spending fell modestly to $140.7 million, while SG&A rose to $65.5 million due to higher professional fees for...
Cerus Corp (CERS) Q4 2025 Earnings Call Transcript
Cerus Corp reported record total revenue of $233.8 million in 2025, a 16% increase year‑over‑year, driven by strong product sales and robust growth in EMEA. Product revenue rose 14% for both the quarter and full year, with IFC kit sales...
Riot Platforms Inc (RIOT) Q4 2025 Earnings Call Transcript
Riot Platforms reported $647 million total revenue for FY 2025, a 72% jump driven largely by record Bitcoin mining earnings of $576.3 million. The company posted a $663 million net loss, primarily reflecting non‑cash depreciation, stock‑based compensation and Bitcoin mark‑to‑market adjustments. Management highlighted a...
Harrow Inc (HROW) Q4 2025 Earnings Call Transcript
Arrow Electronics reported a strong fourth‑quarter 2025, delivering $8.7 billion in revenue, a 20% year‑over‑year increase, and non‑GAAP diluted EPS of $4.39, up 48%. Growth was driven by robust global components sales and record‑high enterprise computing solutions (ECS) billings, while the...
IHeartMedia Inc (IHRT) Q4 2025 Earnings Call Transcript
iHeartMedia reported Q4 2025 consolidated revenue of $1.1 billion, up 0.8% and 7.7% when stripped of political advertising. Adjusted EBITDA reached $220 million, hitting the midpoint of its guidance range, while the Digital Audio Group delivered $387 million in revenue, a 14.1% increase,...
Plug Power Inc (PLUG) Q4 2025 Earnings Call Transcript
Plug Power reported a roughly 30% revenue increase in Q4 2025, driven by strong material‑handling and electrolyzer sales, and achieved a positive gross margin of 2.4%, a 125‑point swing from the prior year. Electrolyzer revenue hit a record $188 million, supported...
Ingram Micro Holding Corp (INGM) Q4 2025 Earnings Call Transcript
Impinj reported Q4 2025 revenue of $92.8 million, a modest 1% year‑over‑year increase but down 3% sequentially. Adjusted EBITDA reached $16.4 million (17.7% margin) and cash holdings hit a record $279.1 million. Endpoint IC volumes grew 9% YoY, and the...
Tegna Inc (TGNA) Q4 2025 Earnings Call Transcript
Nexstar reported Q4 2025 net revenue of $1.29 billion, a 13.4% decline, driven primarily by a $233 million drop in political advertising. Despite the overall ad slump, non‑political advertising grew 4.5% and the CW network saw a 19% viewership increase, while NewsNation...
Astrana Health Inc (ASTH) Q4 2025 Earnings Call Transcript
Astera Labs reported Q4 2025 revenue of $270.6 million, a 17% sequential rise and 92% year‑over‑year growth, pushing full‑year revenue to $852.5 million, up 115% YoY. The company highlighted strong momentum across its Scorpio, Ares, Taurus and Leo portfolios, secured a $6.5 billion...
Quantum Computing Inc (QUBT) Q4 2025 Earnings Call Transcript
Quantum Computing Inc. posted Q4 2025 revenue of $190,000, up from $62,000, while narrowing its net loss to $1.6 million versus a $51.2 million loss a year earlier. The company raised $1.55 billion in 2025, ending the year with $1.52 billion in cash and...
Zymeworks Inc (ZYME) Q4 2025 Earnings Call Transcript
Bristol‑Myers Squibb reported flat Q4 2025 revenue of $12.5 billion, while its growth portfolio surged 15% YoY to $7.4 billion, offsetting roughly $4 billion of legacy declines. Key brands such as Opdivo, Breyanzi, Camzyos and Eliquis all posted double‑digit growth, with Breyanzi receiving...
Tuya Inc (TUYA) Q4 2025 Earnings Call Transcript
Tuya Inc. reported fourth‑quarter 2021 revenue of $75 million, bringing full‑year revenue to $302.1 million, a 67.9% year‑over‑year increase. IoT PaaS revenue grew 13.9% quarter‑over‑quarter to $62.1 million and 72.3% YoY, while premium PaaS customers rose 65.4% to 311 accounts. Gross margin improved...
Agora Inc (API) Q4 2025 Earnings Call Transcript
Agora Inc. reported Q3 2025 revenue of $35.4 million, a 12% year‑over‑year increase, and delivered its fourth consecutive quarter of GAAP profitability with net income of $2.7 million (7.8% margin). The company sharply reduced operating expenses, cutting R&D spend by 53% and...
ThredUp Inc (TDUP) Q4 2025 Earnings Call Transcript
ThredUp reported Q4 2025 revenue of $79.7 million, up 18.5% year‑over‑year, and a full‑year revenue of $310.8 million, a 20% increase. The company completed its shift to a consignment‑based model, now covering over 90% of transactions, and posted adjusted EBITDA in every...
Tidewater Inc (TDW) Q4 2025 Earnings Call Transcript
Tidewater reported Q2 2025 revenue of $341.4 million, a 2% sequential increase, driven by a record average day rate of $23,166. Gross margin reached 50.1%, well above the 44% guidance, and net income was $72.9 million, helped by a $27 million tax benefit....
Ameresco Inc (AMRC) Q4 2025 Earnings Call Transcript
Ameresco reported Q4 2025 revenue of $581 million, up 9% year‑over‑year, driven by growth across its energy efficiency, project, and O&M businesses. The company’s total project backlog stayed above $5 billion and awarded backlog rose 13% to $2.5 billion, highlighting strong demand and...
EchoStar Corp (SATS) Q4 2025 Earnings Call Transcript
Comcast reported Q4 2025 revenue growth of 1% as its six growth businesses delivered mid‑single‑digit gains, while adjusted EBITDA fell 10% and earnings per share dropped 12% amid heavy investment and new NBA content rights. Free cash flow reached $4.4 billion,...
Gaia Inc (GAIA) Q4 2025 Earnings Call Transcript
Gaia Inc. posted Q4 2025 revenue of $25 million, a 14% year‑over‑year increase, and lifted its gross margin to 86.4%, up 30 basis points. Membership rose to 883,000, though churn remains higher on third‑party platforms, prompting a strategic shift toward direct‑to‑consumer...
CPS Technologies Corp (CPSH) Q4 2025 Earnings Call Transcript
CPS Technologies reported FY 2025 revenue of $2.74 billion, up 0.4%, and adjusted EBITDA of $209.7 million, reaching the top of its guidance range. GAAP net loss narrowed dramatically to $4.2 million from a $78.7 million loss a year earlier, driven by $64 million in plant...
Kayne Anderson BDC Inc (KBDC) Q4 2025 Earnings Call Transcript
Kayne Anderson BDC reported Q4 2025 results, posting net investment income of $0.37 per share and a NAV of $12.64, a modest 1% decline from the prior quarter. The firm declared a supplemental dividend of $0.03 and a base dividend...
StealthGas Inc (GASS) Q4 2025 Earnings Call Transcript
StealthGas Inc reported a 12% year‑over‑year revenue decline in Q1 2025, primarily due to the roll‑off of a large industrial contract and a planned one‑week marine downtime. Aerospace revenues exploded 147%, raising the marine and aerospace share of total sales...
Nuvation Bio Inc (NUVB) Q4 2025 Earnings Call Transcript
Nuvation Bio reported $7.7 million net product revenue for Iptrozi in Q3 2025, driven by 204 new patient starts and payer coverage expanding to over 80% of U.S. lives. Clinical data showed an 89% overall response rate and a median...
Urogen Pharma Ltd (URGN) Q4 2025 Earnings Call Transcript
UroGen Pharma reported over $127 million in cash at the end of Q4 2025, affirming sufficient liquidity to reach profitability if current plans hold. The company highlighted steady month‑over‑month growth in Zasturi enrollment, with community treatment share now around 35‑40% and institutional...
Senseonics Holdings Inc (SENS) Q4 2025 Earnings Call Transcript
Senseonics reported a 60% jump in full‑year revenue to $35.3 million and lifted gross margins above 50% after a year of selling the Eversense 365 implantable CGM. The company completed a full transition of commercial operations from Ascensia, eliminating revenue‑sharing and gaining...
Sturm Ruger & Company Inc (RGR) Q4 2025 Earnings Call Transcript
Stewart Information Services reported a strong Q4 2025, with total revenue climbing 19% to $797 million and adjusted earnings per share jumping 40% to $1.64. Title segment revenue rose 19% and pretax margin improved to 9%, while the Real Estate Solutions...
Core Scientific Inc (CORZ) Q4 2025 Earnings Call Transcript
Core Scientific reported 350 MW of energized capacity, with roughly 200 MW already billing, surpassing the halfway point of its 590 MW CoreWeave contract. The company announced expansions at Dalton, Georgia (450 MW gross) and a new 265‑acre Hunt County, Texas site slated for...
James River Group Holdings Inc (JRVR) Q4 2025 Earnings Call Transcript
James River Group reported a net loss of $23.9 million for Q3 2021, driven by a loss‑portfolio‑transfer (LPT) of its commercial auto runoff and casualty reinsurance reserve developments. The company highlighted strong growth in its core E&S book, which expanded 25% to...
Limbach Holdings Inc (LMB) Q4 2025 Earnings Call Transcript
Linde reported Q4 2025 sales of $8.8 billion, a 6% year‑over‑year increase, and operating profit of $2.6 billion, delivering a 29.5% margin. Earnings per share rose 6% to $4.20, while operating cash flow topped $3 billion and capex grew 17% to fund a...
Lendingtree Inc (TREE) Q4 2025 Earnings Call Transcript
LendingTree reported a strong Q4 2025, with VMD rising 14% YoY and adjusted EBITDA climbing 28%, outpacing revenue growth. All three reportable segments posted double‑digit VMD gains, highlighted by insurance BMD reaching $74 million and small‑business revenue surging 60% YoY (78%...
Asana Inc (ASAN) Q4 2026 Earnings Call Transcript
Asana reported Q4 FY2026 revenue of $205.6 million, up 9% year‑over‑year, and improved its non‑GAAP operating margin to 9%—a 10‑point jump. The company highlighted strong AI momentum, with AI Studio ARR surpassing $6 million and growing over 50% sequentially, while AI teammates...