Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Lincoln Educational Services Corp (LINC) Q4 2025 Earnings Call Transcript
Lincoln Educational Services reported a strong fourth‑quarter 2025, with revenue climbing 21.4% to $142.9 million and net income surging over 70% to $12.7 million. Student starts rose 15.7%, marking the 13th consecutive quarter of growth and fueling a 51% jump in adjusted EBITDA to $29.1 million, with margins expanding to 20.4%. The company completed three major campus projects, exited low‑ROI programs, and announced 2026 guidance targeting $580‑$590 million revenue and $72‑$76 million adjusted EBITDA. A new EBITDA calculation will exclude pre‑opening costs starting in 2026, increasing transparency.
Boise Cascade Co (BCC) Q4 2025 Earnings Call Transcript
Boise Cascade posted a Q4 net loss of $309 million, largely due to $216 million of non‑cash impairments, including a $204 million write‑down at the Peace River mill. Operating EBITDA improved to a negative $20 million, an $8 million sequential gain, while liquidity rose to...
Vir Biotechnology Inc (VIR) Q4 2025 Earnings Call Transcript
CVRx reported fourth‑quarter 2025 revenue of $16 million, a modest 4% rise, while gross margin improved to 86% driven by higher selling prices and manufacturing efficiencies. The company added 13% more active implanting centers, reaching 252, and expanded U.S. sales territories...
GeneDx Holdings Corp (WGS) Q4 2025 Earnings Call Transcript
GeneDx Holdings reported Q3 2025 revenue of $116.7 million, a 52% year‑over‑year increase, driven by a 66% jump in exome and genome revenue to $98.9 million and 25,702 tests performed. Adjusted gross margin rose to 74% as higher reimbursement rates and a...
Bed Bath & Beyond Inc (BBBY) Q4 2025 Earnings Call Transcript
Bed Bath & Beyond reported a 10% year‑over‑year revenue decline in Q4 2025, offset by a 7% rise in average order value and a 13% increase in orders delivered quarter‑over‑quarter. Gross margin improved to 24.6%, up 160 basis points, while...
Adeia Inc (ADEA) Q4 2025 Earnings Call Transcript
Adeia Inc. lowered its FY 2025 non‑GAAP revenue outlook to $360‑$380 million after filing patent lawsuits against AMD, which makes a previously expected license unlikely. The company reported Q3 revenue of $87.3 million, with non‑pay TV recurring revenue up 31% year‑over‑year and...
Summit Therapeutics Inc (SMMT) Q4 2025 Earnings Call Transcript
Summit Therapeutics reported a strong cash position of $713 million with no debt at the end of 2025, while GAAP operating expenses fell to $225 million despite a rise in non‑GAAP R&D spend. The FDA accepted the Biologics License Application for ivonesumab...
Myriad Genetics Inc (MYGN) Q4 2025 Earnings Call Transcript
Myriad Genetics reported Q4 2025 revenue of $209.8 million, essentially flat year‑over‑year but above its pre‑announced range, while test volume rose 2% to 382,000. Strong double‑digit growth was seen in MyRisk hereditary cancer (14% affected, 11% unaffected), Prolaris prostate cancer (12%...
Atlas Energy Solutions Inc (AESI) Q4 2025 Earnings Call Transcript
Advanced Energy Industries reported Q4 2025 revenue of $489 million, up 6% sequentially and 18% year‑over‑year, driven by record data‑center and strong semiconductor sales. Gross margin rose to 39.7%, the highest in five years, while operating margin reached 17.8% and EPS...
Addus Homecare Corp (ADUS) Q4 2025 Earnings Call Transcript
Humana reported adjusted 2025 EPS of $17.14, matching guidance and surpassing the $16.25 estimate. The company added roughly 1 million Medicare Advantage members, a 20% increase, while improving retention by over 500 basis points. New sales were dominated by high‑value channels,...
Genworth Financial Inc (GNW) Q4 2025 Earnings Call Transcript
Genworth Financial reported a modest Q4 2024 net loss of $1 million but delivered $15 million adjusted operating income, driven largely by Enact’s record $585 million contribution. Full‑year 2024 net income rose to $299 million, bolstered by $378 million pre‑tax statutory earnings and a $355 million...
Immunitybio Inc (IBRX) Q4 2025 Earnings Call Transcript
AbbVie reported a record $61.2 billion in net revenue for 2025, an 8.6% increase that beat guidance despite a $16 billion HUMIRA erosion. Adjusted EPS reached $10, $0.54 above the midpoint, while SKYRIZI and RINVOQ together generated $7.4 billion in Q4, delivering double‑digit...
Hims & Hers Health Inc (HIMS) Q4 2025 Earnings Call Transcript
Hims & Hers Health reported Q4 2025 revenue of $171 million, a 46% year‑over‑year increase, and full‑year revenue of $588 million, up 51% and ahead of guidance. Gross margin rose to 85% in the quarter and 83% for the year, while operating...
Ivanhoe Electric Inc (IE) Q4 2025 Earnings Call Transcript
Enphase Energy reported Q4 2025 revenue of $343.3 million, with U.S. sales representing 89% of the total and a 13% sequential decline in U.S. revenue and a 29% drop in Europe. Gross margins fell to 46.1% non‑GAAP and 44.3% GAAP, largely...
Freshpet Inc (FRPT) Q4 2025 Earnings Call Transcript
Freshpet reported Q4 2025 net sales of $285.2 million, an 8.6% year‑over‑year increase, and full‑year sales of $1.102 billion, up 13% despite a slowdown in the overall pet‑food category. Adjusted EBITDA rose 16% to $61.2 million and adjusted gross margin improved to 48.4%,...
HealthStream Inc (HSTM) Q4 2025 Earnings Call Transcript
HealthStream reported record Q3 2025 results, posting $76.5 million revenue, a 4.6% year‑over‑year increase, and new highs in operating income, net income and adjusted EBITDA. Subscription revenue rose 5.7% driven by strong CredentialStream, ShiftWizard and Competency Suite growth, while legacy product...
Freightos Ltd (CRGO) Q4 2025 Earnings Call Transcript
Freightos Ltd reported a 27% year‑on‑year increase in processed transactions, reaching 429,000 in Q3 2025, the 23rd straight quarter of record volume. Revenue climbed 24% to $7.7 million, driven by a 30% surge in Solutions revenue and a 15% rise in...
V2X Inc (VVX) Q4 2025 Earnings Call Transcript
V2X Inc reported Q4 2025 revenue of $1.22 billion, a 5% year‑over‑year increase, and full‑year revenue of $4.48 billion, hitting the top of its guidance. Adjusted EBITDA reached a record $88.7 million for the quarter (7.3% margin) and $323.3 million for the year, while...
Cannae Holdings Inc (CNNE) Q4 2025 Earnings Call Transcript
Canaan Inc. posted Q4 2025 revenue of $196 million, up 30.4% quarter‑over‑quarter and 121.1% year‑over‑year, marking its strongest quarter in three years. Product revenue surged 39.1% to $165 million, driven by large North American orders, while computing power sold hit an all‑time high...
Claritev Corp (CTEV) Q4 2025 Earnings Call Transcript
Claritev Corp (trading as Aptiv) posted a record fourth‑quarter 2025 revenue of $5.2 billion, a 3% increase year‑over‑year, and earnings per share of $1.86, up 6% despite a higher effective tax rate. Adjusted operating income reached $607 million, while operating cash flow...
UFP Industries Inc (UFPI) Q4 2025 Earnings Call Transcript
United Fire Group reported record 2025 results, delivering $67 million underwriting profit and $1.3 billion net written premium, a 9% increase year‑over‑year. The combined ratio fell to 94.8%, and return on equity climbed to 13.7%, the highest in two decades. A 25%...
Easterly Government Properties Inc (DEA) Q4 2025 Earnings Call Transcript
Easterly Government Properties reported a 6% year‑over‑year rise in core FFO per share to $0.77 in Q4 2025 and a 3% increase to $2.99 for the full year, reaffirming its 2026 guidance of $3.05‑$3.12 per share. Portfolio occupancy held near...
ProAssurance Corp (PRA) Q4 2025 Earnings Call Transcript
Assurant reported double‑digit adjusted EBITDA and EPS growth for 2025, with 11% EBITDA growth excluding catastrophes and 12% EPS growth. The company’s Global Housing segment surpassed $1 billion in adjusted EBITDA, while device protection subscriptions rose to over 66 million and vehicle...
Keysight Technologies Inc (KEYS) Q1 2026 Earnings Call Transcript
Keysight Technologies reported Q4 fiscal 2025 revenue of $1.419 billion, a 10% year‑over‑year rise, and full‑year revenue of $5.375 billion, up 8%. The company posted record free cash flow of $1.3 billion, returned $375 million via share buybacks and announced a fresh $1.5 billion repurchase...
BioMarin Pharmaceutical Inc (BMRN) Q4 2025 Earnings Call Transcript
BioMarin Pharmaceutical raised its fiscal 2025 total revenue guidance, now starting at $3.15 billion, and reaffirmed Voxzogo revenue between $900 million and $935 million. The company lifted non‑GAAP operating margin guidance to 26‑27% and lifted diluted EPS guidance to $3.50‑$3.60. A $221 million IPR&D...
AMC Entertainment Holdings Inc (AMC) Q4 2025 Earnings Call Transcript
AMC Networks reported a strong 2025, with streaming becoming its largest domestic revenue source and free cash flow of $272 million surpassing the $200 million target. The company cut gross debt by nearly $600 million, lowering net leverage to 3.1 x while maintaining $675 million...
Quaker Chemical Corp (KWR) Q4 2025 Earnings Call Transcript
Timken reported adjusted earnings per share of $1.14 and revenue of $1.11 billion for Q4 2025, surpassing the top end of its guidance. Free cash flow rose to $141 million for the quarter, enabling a $36 million shareholder return and a $130 million net‑debt reduction,...
Ziff Davis Inc (ZD) Q4 2025 Earnings Call Transcript
Zillow Group reported Q4 2025 revenue of $654 million, an 18% year‑over‑year increase, and full‑year revenue of $2.4 billion, up 16%. Rentals surged 45% YoY, driven by a 63% jump in multifamily revenue, while mortgage revenue rose 39% and purchase‑loan origination volume...
Forward Air Corp (Delaware) (FWRD) Q4 2025 Earnings Call Transcript
Forward Air Corp reported full‑year 2025 adjusted EBITDA of $293 million, a $40 million increase year‑over‑year, while consolidated EBITDA held steady at $307 million. The OmniLogistics segment nearly doubled its EBITDA to $124 million, boosting its margin by 360 basis points, and Expedited Freight...
Erie Indemnity Co (ERIE) Q4 2025 Earnings Call Transcript
Erie Indemnity reported a stronger Q3 2025 with the combined ratio improving to 100.6% from 113.7% a year earlier, and net income rising 14% to $183 million. Direct written premiums grew double‑digit year‑to‑date, while policyholder surplus topped $9.6 billion, supporting capital resilience....
Viper Energy Inc (VNOM) Q4 2025 Earnings Call Transcript
Viper Energy Partners reported a strong rebound in Q4 2020, generating roughly $200 million in operating cash flow that translated almost entirely into free cash flow thanks to its zero‑capital‑requirement royalty model. The company declared a $0.14 per unit distribution, repurchased...
Ultra Clean Holdings Inc (UCTT) Q4 2025 Earnings Call Transcript
Ultra Clean Holdings reported Q4 2025 revenue of $506.6 million, essentially flat year‑over‑year, while gross margin slipped to 16.1% from 17%. The company’s global cleanroom capacity is 65% utilized, enough to support up to $3 billion in revenue, and it plans to...
Octave Specialty Group Inc (OSG) Q4 2025 Earnings Call Transcript
Oscar Health reported a 28% revenue jump to $11.7 billion for 2025, driven by strong membership growth that lifted year‑end enrollment to 2 million and a total of 3.4 million members by February 2026. The company posted a $443 million net loss, largely from...
Paymentus Holdings Inc (PAY) Q4 2025 Earnings Call Transcript
Paycom Software delivered a robust fourth‑quarter and full‑year 2025 performance, posting $544 million in Q4 revenue—a 10% year‑over‑year increase—and $2.05 billion for the year, surpassing its own outlook. Adjusted EBITDA reached $236 million in the quarter with a 43.4% margin, and free cash...
Primoris Services Corp (PRIM) Q4 2025 Earnings Call Transcript
Palomar closed 2025 with a record $2 billion in gross written premium, up 32% year‑over‑year, and delivered adjusted net income of $216.1 million, a 62% increase that exceeded guidance. The company posted a 25.9% adjusted return on equity and a combined ratio...
ACV Auctions Inc (ACVA) Q4 2025 Earnings Call Transcript
ACV Auctions reported Q4 2025 revenue of $184 million, a 15% year‑over‑year increase, and adjusted EBITDA of $8 million, up 36% YoY, both at the high end of guidance. Unit sales hit 193,000 vehicles, with full‑year volume growing 12% and...
EverQuote Inc (EVER) Q4 2025 Earnings Call Transcript
Evercore reported record 2025 results, posting $3.9 billion in adjusted net revenue, a 29% year‑over‑year increase, and $839 million in adjusted operating income, up 50%. Non‑M&A businesses contributed roughly 45% of total revenue, underscoring the firm’s diversification strategy. The firm expanded its...
Dominion Energy Inc (D) Q4 2025 Earnings Call Transcript
Dominion Energy lifted its five‑year capital investment outlook by 30% to roughly $65 billion, with more than 90% of the additional spend earmarked for Dominion Energy Virginia to accommodate surging data‑center demand. The company guided 2026 operating earnings per share (excluding...
Tennant Co (TNC) Q4 2025 Earnings Call Transcript
Tenable Holdings reported Q4 2025 revenue of $260.5 million, a 10.5% YoY increase, and full‑year growth of 11%. The AI‑powered Tenable One platform drove 46% of new and expansion business, delivering a net dollar expansion rate of 106% and pushing...
Mediaalpha Inc (MAX) Q4 2025 Earnings Call Transcript
MediaAlpha (MAX) posted a record 2025 with $2 billion in transaction value, $1 billion in revenue and $100 million adjusted EBITDA, driven primarily by a 65% surge in its property‑and‑casualty (P&C) vertical. AI‑driven search and large‑language‑model traffic lifted P&C click volume more than...
Ovintiv Inc (OVV) Q4 2025 Earnings Call Transcript
Devon Energy reported a strong Q4 2025, delivering $700 million free cash flow and beating production guidance, while highlighting the pending Cotera Energy merger that targets $1 billion in annual pretax synergies by 2027. The company achieved a 193% reserve replacement rate...
Domino's Pizza Inc (DPZ) Q4 2025 Earnings Call Transcript
Domino’s Pizza reported 5.4% global retail sales growth for 2025 and 4.9% in Q4, driven by strong US same‑store sales and record net store additions. US carryout sales rose 6.5% in the quarter, while delivery grew modestly, and franchisee profitability...
SI-BONE Inc (SIBN) Q4 2025 Earnings Call Transcript
SI‑BONE reported record Q4 2025 revenue of $56.3 million, a 15% year‑over‑year increase, and full‑year sales of $200.9 million, up 20.2%. The company posted its first positive adjusted EBITDA ($5.1 million) and generated free cash flow for the quarter, narrowing the net loss...
DNOW Inc (DNOW) Q4 2025 Earnings Call Transcript
DNOW completed its merger with MRC Global on November 6, creating a larger, diversified distributor platform. Full‑year 2025 revenue rose 19% to $2.8 billion, and fourth‑quarter adjusted EBITDA reached $61 million, reflecting a 6.4% margin. The integration added $388 million of stub‑period revenue and...
Oil States International Inc (OIS) Q4 2025 Earnings Call Transcript
Oil States International reported fourth‑quarter 2025 revenue of $178 million, up 8% sequentially and year‑over‑year, as offshore and international operations drove growth. Adjusted consolidated EBITDA rose 9% to $23 million, hitting the top of management’s guidance range. Cash flow from operations surged...
Array Digital Infrastructure Inc (AD) Q4 2025 Earnings Call Transcript
Array Digital Infrastructure closed a $1.018 billion AT&T spectrum sale in January 2026, triggering a $726 million special dividend and enabling TDS Telecom to retire its final $150 million term loan. The company raised its long‑term fiber build target to 2.1 million service addresses...
Amicus Therapeutics Inc (FOLD) Q4 2025 Earnings Call Transcript
Amgen reported double‑digit revenue and earnings growth for 2025, driven by strong performance across its oncology, rare‑disease, biosimilar and general‑medicine portfolios. Fourteen products surpassed $1 billion in sales, with Repatha, Evenity and Tespire each posting over 30% year‑over‑year growth. The company...
Costamare Bulkers Holdings Ltd (CMDB) Q4 2025 Earnings Call Transcript
Safe Bulkers (CMDB) reported adjusted earnings of $0.14 per share for Q4 2025 and declared a $0.05 dividend. The company held $385 million in total liquidity, with $167 million cash and $218 million of undrawn revolving credit. Operating expenses rose 13% year‑over‑year to...
Telephone and Data Systems Inc (TDS) Q4 2025 Earnings Call Transcript
Telephone and Data Systems (TDS) closed a $1.018 billion spectrum sale to AT&T and repaid its remaining $150 million term loan, dramatically strengthening its balance sheet. The company repurchased $67 million of shares in Q4, bringing total buybacks to 2.8 million shares for 2025....
Cogent Communications Holdings Inc (CCOI) Q4 2025 Earnings Call Transcript
Cogent Communications reported Q4 2025 revenue of $200.1 million, a modest 0.6% sequential decline, while on‑net services grew 7.8% year‑over‑year and now represent 58% of total revenue. Off‑net revenue contracted 17.9% YoY, but the high‑margin Wavelength business surged 74% YoY, expanding to...