Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
McGrath RentCorp (MGRC) Q4 2025 Earnings Call Transcript
McGrath RentCorp posted Q4 2025 net income of $34.8 million, or $2.79 per share, and full‑year earnings of $134 million, $10.41 per share. Loan growth accelerated to more than 12% quarter‑over‑quarter while deposits rose 7.4% in the quarter, indicating strong demand. At the same time, criticized assets jumped $97 million, highlighted by a $121 million loan moved to classified status, and deposit costs remain elevated, compressing net interest margin to 3.66%. Management signaled higher loan‑growth targets for 2026, modest expense growth and limited share repurchases.
Green Brick Partners Inc (GRBK) Q4 2025 Earnings Call Transcript
Green Brick Partners posted a record 898 net orders in Q3 2025, driving 953 home closings and net income of $78 million, though earnings per share fell 11% to $1.77. Gross margin slipped to 31.1% but stayed above 30%, aided by...
Tri Pointe Homes Inc (Delaware) (TPH) Q4 2025 Earnings Call Transcript
Tri Pointe Homes reported delivering 1,217 homes in the quarter at an average price of $672,000, generating $817 million in sales revenue and a 21.6% adjusted gross margin after $8 million of inventory charges. The company repurchased 1.5 million shares for $51 million, reducing...
OraSure Technologies Inc (OSUR) Q4 2025 Earnings Call Transcript
LivaNova reported Q4 2025 revenue of $361 million, a 9.5% constant‑currency increase, and delivered adjusted EPS of $0.86, marking its fifth straight year of double‑digit earnings growth. The cardiopulmonary segment grew 10% year‑over‑year, propelled by ESSENCE heart‑lung machine placements, while epilepsy...
Seadrill Ltd (SDRL) Q4 2025 Earnings Call Transcript
Seadrill reported Q4 2025 revenue of $176 million and adjusted EBITDA of $109 million, while posting a $4.7 million net loss due to a $23 million charter settlement. The company booked an $11.3 million gain on the sale of a Suezmax tanker, delivering about $26 million...
Newmark Group Inc (NMRK) Q4 2025 Earnings Call Transcript
Newmark Group reported a 25.9% revenue jump to $863.5 million in Q3 2025, with double‑digit growth across all major lines. Capital markets revenue surged 59.7% as debt volumes rose 129% and investment‑sale activity jumped 67%. The company completed the RealFoundations acquisition, launched...
Barrett Business Services Inc (BBSI) Q4 2025 Earnings Call Transcript
Barrett Business Services reported an 8.6% increase in gross billings to $2.32 billion for Q4 2025, driven by strong PEO growth and a record addition of 10,400 worksite employees, up 6.1% year‑over‑year. Net income per diluted share rose 7% to $0.79,...
Arko Corp. (ARKO) Q4 2025 Earnings Call Transcript
Arko Corp reported Q3 2025 adjusted EBITDA of $75.2 million, down year‑over‑year but above the midpoint of its guidance, while net income rose to $13.5 million. The company highlighted progress on its dealerization program, converting 350 stores and targeting over...
GoodRx Holdings Inc (GDRX) Q4 2025 Earnings Call Transcript
GoodRx reported full‑year 2024 revenue of $792.3 million, a 6% year‑over‑year increase, with Q4 revenue of $198.6 million. Adjusted EBITDA rose 20% to $260.2 million, and the adjusted EBITDA margin expanded to 32.8%, up 420 basis points. Prescription‑transaction revenue grew 5% driven by...
Chord Energy Corp (CHRD) Q4 2025 Earnings Call Transcript
Ichor Holdings reported fourth‑quarter 2025 revenue of $223.6 million, slightly down sequentially but above the midpoint of its outlook, and finished the fiscal year with $948 million in revenue, a 12% year‑over‑year increase driven by strong etch and deposition sales. Gross margin...
Urban Outfitters Inc (URBN) Q4 2026 Earnings Call Transcript
Urban Outfitters reported a record third‑quarter revenue of $1.5 billion, up 12% year‑over‑year, and net income of $116 million, a 13% increase. All five brands posted positive comparable sales, with the Urban brand delivering a 13% global comp and Anthropologie achieving its...
Ashford Hospitality Trust Inc (AHT) Q4 2025 Earnings Call Transcript
Armada Hoffler Properties announced a rebrand to A H Realty Trust and a strategic exit from its multifamily, construction and fee‑income businesses, refocusing on retail and office assets. Management is near final terms to sell 11 of 14 multifamily properties...
Allot Ltd (ALLT) Q4 2025 Earnings Call Transcript
Gilat Satellite Networks reported a 75% year‑over‑year revenue jump to $137 million in Q4 2025, delivering $451.7 million for the full year, driven by strong commercial, defense, and Peru segments. Adjusted EBITDA rose 50% to $18.2 million in the quarter, while GAAP gross...
California Water Service Group (CWT) Q4 2025 Earnings Call Transcript
Watts Water Technologies reported record Q4 and full‑year 2025 results, with organic sales up 8% in the quarter and 5% for the year, and reported sales rising 16% and 8% respectively. Adjusted operating margin improved to 19.6% year‑end, while adjusted...
ADTRAN Holdings Inc (ADTN) Q4 2025 Earnings Call Transcript
Airgain reported Q4 2025 revenue of $12.1 million, matching the low end of its guidance, while full‑year revenue fell 15% to $51.8 million. Consumer sales rose 20% year‑over‑year, driven by Wi‑Fi 7 antenna shipments, whereas enterprise and automotive segments declined sharply...
Innoviz Technologies Ltd (INVZ) Q4 2025 Earnings Call Transcript
Innoviz Technologies reported record first‑half 2025 revenue of $27.1 million, a 46% YoY increase, and reduced Q2 cash burn to $7.3 million while holding $79.4 million in cash. The company reaffirmed its full‑year revenue target of $50‑$60 million and raised its NRE booking outlook...
Arcus Biosciences Inc (RCUS) Q4 2025 Earnings Call Transcript
ArcBest reported Q4 2025 consolidated revenue of $973 million, a 3% decline year‑over‑year, and non‑GAAP EPS fell to 36 cents. The asset‑based segment posted flat per‑day revenue but modest shipment and tonnage growth, while the asset‑light unit achieved breakeven operating results thanks...
SmartStop Self Storage REIT Inc (STSFF) Q4 2025 Earnings Call Transcript
STAG Industrial reported Q4 2025 core FFO of $0.66 per share and $2.55 for the year, a 6.3% increase YoY, driven by 5.4% same‑store cash NOI growth and record leasing activity. The company added 31 leases covering 3 million square feet,...
Climb Global Solutions Inc (CLMB) Q4 2025 Earnings Call Transcript
Core Laboratories reported Q4 2025 revenue of $138.3 million, up 3% sequentially and 7% year‑over‑year, driven by stronger international demand for reservoir description services. The Reservoir Description segment posted $92.3 million in revenue with a 14% operating margin, while Production Enhancement revenue...
Spok Holdings Inc (SPOK) Q4 2025 Earnings Call Transcript
SPS Commerce reported another year of growth, posting $751.5 million revenue for 2025, up 18% year‑over‑year, and a 13% increase in Q4 to $192.7 million. Recurring revenue rose 20% and adjusted EBITDA grew 24% to $231.4 million, while average revenue per user reached...
Crescent Energy Co (CRGY) Q4 2025 Earnings Call Transcript
Crescent Energy reported Q4 2025 oil and gas sales of $364 million, an 8% year‑over‑year increase, while adjusted net income held steady at $46 million. A $445 million divestiture program generated a $294 million pretax gain, lifting GAAP profit to $281 million and reducing debt...
Geron Corp (GERN) Q4 2025 Earnings Call Transcript
Geron Corp reported full‑year 2025 Rytelo net revenue of $184 million, with Q4 sales of $48 million, and projected 2026 revenue between $220 million and $240 million. Operating expenses are expected to dip to $230‑$240 million, a $20 million reduction year‑over‑year, while cash balances sit at...
Nutanix Inc (NTNX) Q2 2026 Earnings Call Transcript
Nutanix reported Q1 FY2026 revenue of $671 million, up 13% YoY and within its $670‑$680 million guidance, while ARR grew 18% to $2.284 billion and NRR held at 109%. The company lowered its full‑year revenue outlook to $2.82‑$2.86 billion, citing higher‑than‑expected revenue deferral from...
Bristow Group Inc (VTOL) Q4 2025 Earnings Call Transcript
Bristow Group reported Q3 2025 adjusted EBITDA of $67.1 million, up $6.4 million sequentially, and total revenue increasing by $9.9 million, led by strong Government and Other Services performance. Offshore Energy Services revenue slipped $2.4 million, partially offset by higher utilization in the Americas....
Fidelis Insurance Holdings Ltd (FIHL) Q4 2025 Earnings Call Transcript
Fidelis Insurance Holdings reported its strongest underwriting results to date, posting a 79% combined ratio—its lowest as a public company—and an annualized operating ROAE of 21.4%, up five points year‑over‑year. Gross premiums written rose 8% to $798 million, while the reinsurance...
Red Robin Gourmet Burgers Inc (RRGB) Q4 2025 Earnings Call Transcript
Red Robin Gourmet Burgers reported a 3.3% drop in comparable restaurant sales for Q4 2025, driven by a 3.6% traffic decline despite a modest 0.3% rise in average check. Total revenue fell to $269 million, yet adjusted EBITDA surged 53% year‑over‑year...
ACADIA Pharmaceuticals Inc (ACAD) Q4 2025 Earnings Call Transcript
ACADIA Pharmaceuticals reported record adjusted 2025 revenue of $1.08 billion, up 14% year‑over‑year, driven by strong performance of NUPLAZID and DAYBUE. The company forecast 2026 total revenue between $1.22 billion and $1.28 billion, with NUPLAZID sales expected to reach $760‑$790 million and DAYBUE $460‑$490 million....
Federal Signal Corp (FSS) Q4 2025 Earnings Call Transcript
Federal Signal reported a record $555 million in net sales for Q3 2025, up 17% year‑over‑year, driven by strong organic growth in both its Environmental Solutions and Safety & Security groups. Adjusted EBITDA margin expanded to 20.9%, a 130‑basis‑point improvement, while GAAP...
FS KKR Capital Corp (FSK) Q4 2025 Earnings Call Transcript
KKR reported record fundraising in 2025, raising $129 billion and reaching over 80% of its $300 billion target for 2024‑2026. Fee‑related earnings per share rose to $1.08, with management fees up 24% YoY, driving a 68% FRE margin. The firm announced a...
Amerisafe Inc (AMSF) Q4 2025 Earnings Call Transcript
Amerisafe Inc. reported Q4 2025 earnings with an 11.7% quarterly increase in gross premium written and a 6.7% year‑over‑year rise, driven by strong voluntary premium growth and a 93.7% renewal retention rate. The insurer posted a 18.5% return on equity...
VSE Corp (VSEC) Q4 2025 Earnings Call Transcript
VSE Corp announced a definitive agreement to acquire Aero 3 for $350 million in cash, a deal slated to close in Q4 2025. The third‑quarter results showed revenue jumping 39% to $283 million and adjusted EBITDA rising 58% to $47 million, pushing the adjusted EBITDA...
CS Disco Inc (LAW) Q4 2025 Earnings Call Transcript
Knowles Corporation reported Q4 2025 revenue of $162 million, a 14% year‑over‑year rise that topped the high end of its guidance, and earnings per share of $0.36, up 33% YoY. Full‑year revenue reached $593 million, a 7% increase, while adjusted EBITDA grew...
Ramaco Resources Inc (METC) Q4 2025 Earnings Call Transcript
Warrior Met Coal reported record Q4 and full‑year 2025 production and sales, driven by the early, on‑budget launch of the Blue Creek longwall mine. Revenue rose to $384 million and net income surged to $23 million, while adjusted EBITDA increased 75% to...
Kennedy-Wilson Holdings Inc (KW) Q4 2025 Earnings Call Transcript
Kennedy-Wilson Holdings reported a record $30 billion in assets under management, a 70% increase since 2021, and deployed $1.7 billion of new capital in Q2, bringing year‑to‑date deployment to $2.6 billion. The firm generated $250 million in cash from non‑core asset sales, exceeding its...
SM Energy Co (SM) Q4 2025 Earnings Call Transcript
SM Energy announced that its merger will create a top‑10 U.S. independent oil producer with roughly 526,000 barrels of oil equivalent per day and 1.5 billion BOE of pro forma proved reserves. The combined entity will hold over 800,000 net acres,...
Service Properties Trust (SVC) Q4 2025 Earnings Call Transcript
Service Properties Trust reported Q2 2025 results highlighting a rapid hotel disposition program, with non‑refundable deposits received for 111 Sonesta hotels worth $900 million and three additional hotels pending at $20 million. The company expects total 2025 hotel sales of $966 million, representing an...
Energy Recovery Inc (ERII) Q4 2025 Earnings Call Transcript
FrontView REIT reported Q4 2025 results with occupancy approaching 99% and annualized base rent (ABR) rising to $62.9 million, up $1.6 million from the prior quarter. The REIT completed seven acquisitions at an average 7.5% cap rate and funded its 2026 net‑acquisition...
Pennant Group Inc (PNTG) Q4 2025 Earnings Call Transcript
Pennant Group reported Q2 2025 revenue of $219.5 million, up 30.1% year‑over‑year, and adjusted EBITDA of $16.4 million, up 24.5%. All three operating segments—home health & hospice, senior living, and other services—showed double‑digit growth, with home health/hospice revenue reaching $166 million and senior...
Kodiak Gas Services Inc (KGS) Q4 2025 Earnings Call Transcript
Kinder Morgan posted record Q4 2025 results, with net income of $996 million and EPS of $0.45, up roughly 50% year‑over‑year. Adjusted EBITDA reached an all‑time high, growing 6% and surpassing the 4% budget target. The company expanded its project backlog...
Southwest Gas Holdings Inc (SWX) Q4 2025 Earnings Call Transcript
Southwest Gas Holdings completed its transformation into a pure‑play regulated natural‑gas utility by fully divesting Century, using the $1.35 billion sale proceeds to retire all holding‑company debt and boost cash to nearly $780 million. The company reaffirmed its 2025 net‑income outlook at...
Dorman Products Inc (DORM) Q4 2025 Earnings Call Transcript
Dana Incorporated posted a stronger‑than‑expected Q4 2025, delivering an 11.1% adjusted margin and $208 million adjusted EBITDA, while full‑year results showed $610 million EBITDA at an 8.1% margin despite a $234 million sales decline. The Off‑Highway divestiture removed $1.9 billion of debt, pushing net...
Rxsight Inc (RXST) Q4 2025 Earnings Call Transcript
RxSight reported Q4 2025 revenue of $32.6 million, a 19% year‑over‑year decline driven by sharply lower Light Delivery Device placements. The Light Adjustable Lens accounted for an all‑time high 86% of sales, lifting gross margin to 77.5% despite overall losses. The...
Dole PLC (DOLE) Q4 2025 Earnings Call Transcript
Dole plc reported full‑year adjusted EBITDA of $395 million, a modest 1% increase year‑over‑year and ahead of its guidance. Revenue rose 8.2% to £9.2 billion, while net income fell to £82 million due to discontinued operations and non‑cash charges. The company completed the...
Alkami Technology Inc (ALKT) Q4 2025 Earnings Call Transcript
Alight reported FY 2025 revenue of $2.3 billion, a 5% decline year‑over‑year, with recurring revenue down 2.2% and project revenue falling 22%. Adjusted EBITDA slipped to $561 million (24.8% margin) and EPS fell to $0.50, while a non‑cash $83 million goodwill impairment was...
Sinclair Inc (SBGI) Q4 2025 Earnings Call Transcript
Sinclair Inc. reported Q4 2025 revenue of $836 million, a decline from the prior year’s $1.0 billion, primarily due to a steep drop in political advertising. Core advertising revenue grew 14% year‑over‑year, boosted by live‑sports programming and the Digital Remedy acquisition....
EPR Properties (EPR) Q4 2025 Earnings Call Transcript
EPR Properties reported Q4 2025 adjusted FFO of $1.37 per share, a 5.4% year‑over‑year increase, and AFFO of $1.39, up 7.8%. Total revenue rose to $182.3 million and the company’s investment base reached $6.9 billion across 330 properties, with 99% occupancy. Management...
APi Group Corp (APG) Q4 2025 Earnings Call Transcript
S&P Global reported a strong fourth‑quarter 2025, with revenue up 9% year‑over‑year and organic constant‑currency growth of 8%. Adjusted operating margin expanded 60 basis points to 47.3% and adjusted diluted EPS rose 14%, hitting the top end of its guidance....
Clear Secure Inc (YOU) Q4 2025 Earnings Call Transcript
Clear Secure Inc. posted record Q4 2025 results, with revenue of $240.8 million, a 16.7% year‑over‑year increase, and total bookings up 25.4% to $287.1 million, driven largely by ClearOne enterprise wins. Adjusted EBITDA reached $79.9 million, delivering a 33.2% margin, while free cash...
BKV Corp (BKV) Q4 2025 Earnings Call Transcript
BKV Corporation announced it will increase its stake in the power joint venture to 75%, securing majority control and greater governance over capital decisions. Management highlighted robust free cash flow that will fund debt reduction, power‑sector investments, and its expanding...
US Physical Therapy Inc (USPH) Q4 2025 Earnings Call Transcript
Sensus Healthcare reported Q4 2025 revenue of $4.9 million, a steep decline from $31 million a year earlier, as sales to its former largest customer evaporated. The company highlighted the launch of exclusive CPT codes for its SRT and IGSRT platforms, which...