Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Alight Inc (ALIT) Q4 2025 Earnings Call Transcript
Alight Inc. posted FY 2025 revenue of $2.3 billion, with recurring revenue down 2.2% and project revenue plunging 22%, resulting in a 5% decline in revenue under contract for 2026. Adjusted EBITDA reached $561 million, delivering a 24.8% margin, while free cash flow was $250 million and an $83 million goodwill impairment was recorded. The company suspended its quarterly dividend, redirecting capital toward debt reduction, opportunistic share repurchases and over $100 million of 2026 investments in AI, sales and client experience. Management warned that Q1 2026 revenue will fall in the high‑single‑digit range and adjusted EBITDA margin will compress 500‑750 bps, with the renewal cohort expected to shrink 30‑40%.
Consolidated Edison Inc (ED) Q4 2025 Earnings Call Transcript
Iridium Communications reported Q4 2025 results that met guidance, with full‑year service revenue up 3% and OIBDA reaching $495.3 million, a 5% year‑over‑year increase. Pro forma free cash flow hit $296 million, supporting a 3.3% dividend yield and a share‑repurchase program that...
Grail Inc (GRAL) Q4 2025 Earnings Call Transcript
Grail reported Q4 2025 revenue of $36.2 million, a 26% year‑over‑year rise, driven by 45,000 Gallery tests sold—a 39% volume increase. The company completed a $325 million private placement, boosting cash to roughly $850 million, and announced a strategic partnership with Samsung that...
Century Aluminum Co (CENX) Q4 2025 Earnings Call Transcript
Kaiser Aluminum reported $3.4 billion in net sales for 2025, generating $1.5 billion in conversion revenue after $1.9 billion of alloy metal hedge costs. Total shipments fell 5% to 1.1 billion pounds, while packaging conversion revenue rose 11% thanks to a shift toward coated...
Floor & Decor Holdings Inc (FND) Q4 2025 Earnings Call Transcript
Floor & Decor announced a leadership transition, naming President Brad Paulsen CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted EPS of $0.53, a 10.4% increase, and total sales of $1.18 billion, up 5.5% year‑over‑year, but...
Pulse Biosciences Inc (PLSE) Q4 2025 Earnings Call Transcript
Pulse Biosciences reported its first commercial revenue of $86,000 from limited market release of the nPulse platform and Vibrance disposables. The company completed over 200 procedures across pilot programs and advanced multiple clinical studies, including FDA IDE clearance for the...
Epam Systems Inc (EPAM) Q4 2025 Earnings Call Transcript
EPAM Systems reported Q4 2025 revenue of $1.4 billion, a 12.8% year‑over‑year increase, and AI‑native revenue topped $105 million, on track to exceed $600 million in 2026. The company posted GAAP EPS of $1.98 and non‑GAAP EPS of $3.26, while free cash flow...
Travelzoo (TZOO) Q4 2025 Earnings Call Transcript
Travelzoo reported Q2 2025 revenue of $23.9 million, a 13% year‑over‑year increase, primarily from advertising and commerce. GAAP operating profit fell to $2.1 million (9% of revenue) as the company ramped up member acquisition, with cost per new club member climbing to...
Integer Holdings Corp (ITGR) Q4 2025 Earnings Call Transcript
Integer Holdings reported an 8% rise in full‑year sales to $1.85 billion, with organic growth above 6%, and a 21% jump in adjusted EPS to $6.40. Adjusted operating income grew 13% and the operating margin expanded to 17.3%, driven by gross‑margin...
Weave Communications Inc (WEAV) Q4 2025 Earnings Call Transcript
Weave Communications reported Q2 2025 revenue of $58.5 million, a 15.6% year‑over‑year increase, and beat the top end of its non‑GAAP guidance. Gross margin rose to 72.3%, up 40 basis points, while free cash flow reached $4.5 million and cash balances stood...
World Kinect Corp (WKC) Q4 2025 Earnings Call Transcript
World Kinect Corp (WKC) posted record free cash flow of $2.5 billion for 2025 and a $769 million Q4 surge, driving a stronger balance sheet and enabling a 40% free‑cash‑flow payout target. Margins rose 66% to $2,283 per ounce, while all‑in sustaining...
Cushman & Wakefield Ltd (CWK) Q4 2025 Earnings Call Transcript
Cushman & Wakefield reported a strong 2025 year, delivering adjusted EPS of $1.22—a 34% YoY increase—and total revenue of $7.1 billion, up 7% across all service lines and regions. Adjusted EBITDA rose 11% to $656 million with a 46‑basis‑point margin expansion, while...
Broadstone Net Lease Inc (BNL) Q4 2025 Earnings Call Transcript
Broadstone Net Lease reported 2025 AFFO per share of $1.49, a 4.2% increase year‑over‑year, while maintaining a 99% leased portfolio with 99.8% rent collection. The company deployed $748.4 million of capital, emphasizing build‑to‑suit projects—nine in‑process developments representing $345 million—and shifting 2026 investment...
CVR Energy Inc (CVI) Q4 2025 Earnings Call Transcript
CVR Energy reported a Q4 2025 net loss of $10 million and EBITDA of $20 million, with full‑year EBITDA of $211 million. Ammonia plant utilization fell to 64% due to a Coffeyville turnaround and air‑separation unit issues, while UAN and ammonia prices rose...
Verisk Analytics Inc (VRSK) Q4 2025 Earnings Call Transcript
Verisk Analytics reported Q4 2025 GAAP revenue of $779 million, up 5.9%, while GAAP net income fell 6.2% to $197 million due to early debt‑extinguishment costs and the absence of prior‑year investment gains. Subscription revenue, which now represents 84% of total sales,...
ONE Gas Inc (OGS) Q4 2025 Earnings Call Transcript
ONE Gas reported a full‑year 2025 net income of $264 million and adjusted net income of $271 million, delivering $4.37 GAAP EPS and $4.48 adjusted EPS. The company introduced a non‑GAAP adjustment to reflect the impact of Texas House Bill 4384, which...
CRH PLC (CRH) Q4 2025 Earnings Call Transcript
Crane reported adjusted EPS of $1.64 for Q4 2025, driven by 5.6% core sales growth and strong performance in its Aerospace & Electronics segment. The company raised its full‑year adjusted EPS guidance to $5.75‑$5.95, implying roughly 20% earnings growth at...
Invitation Homes Inc (INVH) Q4 2025 Earnings Call Transcript
Invitation Homes reported full‑year same‑store NOI growth of 2.3%, surpassing the midpoint of its guidance, while maintaining 96.8% occupancy and a low 22.8% turnover rate. Core FFO rose to $1.91 per share and AFFO to $1.63 per share, reflecting modest...
Perion Network Ltd (PERI) Q4 2025 Earnings Call Transcript
Perion Network reported Q4 2025 revenue of $137.1 million, a 6% year‑over‑year increase, while contribution ex‑TAC rose 19% to $65.2 million. Adjusted EBITDA surged 53% to $24.3 million, and operating cash flow jumped over 400% to $21.8 million. The company...
Farmland Partners Inc (FPI) Q4 2025 Earnings Call Transcript
Farmland Partners Inc. reported Q4 2025 adjusted funds from operations (AFFO) of $2.9 million, or $0.07 per share, and year‑to‑date AFFO of $6.5 million, driven by lower debt costs, higher loan‑program income, and a $24.5 million net gain from selling 35 properties. Management...
Garmin Ltd (GRMN) Q4 2025 Earnings Call Transcript
Garmin reported a record Q4 2025 with consolidated revenue of $2.13 billion, a 17% year‑over‑year increase, and full‑year revenue of $7.25 billion, up 15%. Gross margin held steady at 59.2% while operating margin rose to 28.9%, delivering $614 million operating income. The company...
Figma Inc (FIG) Q4 2025 Earnings Call Transcript
Figma reported Q4 2025 revenue of $304 million, a 40% year‑over‑year increase, and full‑year revenue of $1.056 billion, surpassing guidance. Net dollar retention rose to 136% for customers above $10 k ARR, while AI credits are now used weekly by 75% of those...
Occidental Petroleum Corp (OXY) Q4 2025 Earnings Call Transcript
ConocoPhillips posted Q4 2025 production of 2.32 million barrels of oil equivalent per day, matching guidance, and generated $1.02 adjusted earnings per share. Operating cash flow reached $4.3 billion while capital spending was $3 billion, leading to $9 billion returned to shareholders—45% of cash...
DoorDash Inc (DASH) Q4 2025 Earnings Call Transcript
DoorDash reported accelerated international growth in Q4 2025, led by its Deliveroo and Wolt acquisitions, while consolidating three technology platforms to streamline operations. The company expects a modest rise in full‑year 2026 EBITDA margin, with Deliveroo contributing roughly $200 million of...
Constellium SE (CSTM) Q4 2025 Earnings Call Transcript
Constellium SE reported a strong fourth‑quarter 2025, with revenue of $2.2 billion, up 28% year‑over‑year, and shipments rising 11% to 365,000 tonnes. Adjusted EBITDA, excluding the non‑cash metal‑price lag, hit a record $213 million, while net income turned positive at $113 million, reversing a...
Martin Midstream Partners LP (MMLP) Q4 2025 Earnings Call Transcript
Martin Marietta Materials reported record Q4 and full‑year 2025 results, with aggregates revenue rising 8% to $1.2 billion and gross profit per ton climbing 9% to $8.59. Full‑year building‑materials revenue reached $5.7 billion, gross margin expanded 173 basis points to 31%, and...
Wingstop Inc (WING) Q4 2025 Earnings Call Transcript
W.P. Carey reported a 5.7% year‑over‑year increase in AFFO per share to $4.97, topping the midpoint of its guidance. The REIT completed a record $2.1 billion of 2025 investments, heavily weighted toward industrial and retail assets, while generating attractive 150‑basis‑point spreads...
Texas Pacific Land Corp (TPL) Q4 2025 Earnings Call Transcript
Texas Pacific Land Corp reported record fourth‑quarter 2025 results, with oil and gas royalty production rising 23% year‑over‑year and water sales surpassing 1 million barrels per day, up 36%. Full‑year free cash flow hit a record $498 million, an 8% increase, while...
Radian Group Inc (RDN) Q4 2025 Earnings Call Transcript
Radian Group reported $618 million net income for 2025, driven by an 8% share‑count reduction and strong mortgage‑insurance growth. Total revenues reached $1.2 billion and book value per share rose 13% to $35.29. The company completed the $1.67 billion Inigo acquisition using internal...
Equinox Gold Corp (EQX) Q4 2025 Earnings Call Transcript
Eldorado Gold reported 2025 gold production of 488,268 ounces, hitting the top of its guidance, and generated $1.8 billion in revenue with $743 million operating cash flow. Net earnings rose to $520 million ($2.56 per share) despite higher royalties and production costs. The...
Industrial Logistics Properties Trust (ILPT) Q4 2025 Earnings Call Transcript
Prologis reported fourth‑quarter 2025 core FFO of $1.44 per share, hitting the top of its guidance range, while occupancy climbed to 95.8% at period end and averaged 95.3% for the quarter. The company signed 57 million square feet of leases, retaining...
Costamare Inc (CMRE) Q4 2025 Earnings Call Transcript
Costamare reported Q4 2025 adjusted EPS of $7.14, a modest rise, while adjusted net income slipped to $131.2 million. Operating revenue grew $8.1 million and the company expanded its contract backlog to $4.3 billion, achieving full coverage for 2026 and strong coverage through...
PROG Holdings Inc (PRG) Q4 2025 Earnings Call Transcript
PROG Holdings reported a 12.1% rise in consolidated GMV for 2025, driven by a 144% surge in its For platform that generated roughly $730 million. Progressive Leasing GMV declined 8.6% after the Big Lots bankruptcy and tighter underwriting, yet the segment kept...
Enpro Inc (NPO) Q4 2025 Earnings Call Transcript
EnPro Industries reported a strong Q4 2025, with revenue up 14.3% to $295.4 million and organic sales rising about 10%. Adjusted EBITDA increased 19.2% to $69.4 million, lifting the margin to 23.5%, while adjusted diluted EPS reached $1.99, a 27% increase. Both...
Camtek Ltd (CAMT) Q4 2025 Earnings Call Transcript
Camtek reported record Q4 2024 revenue of $117.3 million, a 32% year‑over‑year increase, and full‑year revenue of $429 million, up 36%. Operating income rose 42% in the quarter to $36.3 million and 56% for the year, pushing operating margin to 30.9%. The company...
Royal Gold Inc (RGLD) Q4 2025 Earnings Call Transcript
Royal Gold reported record 2025 results, with annual revenue of $1 billion, a 43% increase, and operating cash flow of $705 million. The company completed major acquisitions of Sandstorm Gold and Horizon Copper, expanding its portfolio to roughly 80 producing and 30...
Host Hotels & Resorts Inc (HST) Q4 2025 Earnings Call Transcript
Host Hotels & Resorts reported FY 2025 adjusted EBITDA of $1.757 billion, a 4.6% increase, and adjusted FFO of $2.07 per share, both surpassing guidance. Comparable hotel RevPAR rose 4.2% for the year and 5.4% in Q4, outpacing the upper‑tier industry...
Charles River Laboratories International Inc (CRL) Q4 2025 Earnings Call Transcript
Charles River Laboratories reported fourth‑quarter 2025 revenue of $994.2 million, a 2.6% organic decline, and full‑year revenue of $4.02 billion, down 1.6% organically. Operating margins slipped to 18.1% in Q4 and 19.8% for the year, pressured by higher DSA staffing and NHP...
Jack in the Box Inc (JACK) Q1 2026 Earnings Call Transcript
Jack in the Box reported a 6.7% decline in system same‑store sales for Q1 2026, with restaurant‑level margins compressing to 16.1% from 23.2%. The company completed the Del Taco divestiture, used proceeds to prepay $105 million of debt and lowered its net‑debt/adjusted‑EBITDA leverage...
Nextdoor Holdings Inc (NXDR) Q4 2025 Earnings Call Transcript
Nextdoor reported Q4 2025 revenue of $69 million, a 7% YoY increase and the highest quarterly revenue in its history. Adjusted EBITDA reached $8 million, delivering an 11% margin and marking the company’s strongest profitability quarter. Self‑serve advertising grew 32% YoY, now...
Omnicom Group Inc (OMC) Q4 2025 Earnings Call Transcript
Omnicom Group announced a post‑IPG acquisition restructuring aimed at delivering $1.5 billion of run‑rate synergies, doubling its original target, with $900 million expected in 2026. The company retained a $23.1 billion revenue base, achieving roughly 4% organic growth while planning to divest $2.5 billion...
Jones Lang LaSalle Inc (JLL) Q4 2025 Earnings Call Transcript
Jones Lang LaSalle (JLL) posted record 2025 results, with revenue rising 11% to an all‑time high and adjusted EBITDA climbing 22% to $1.45 billion. Fourth‑quarter leasing revenue surged 17%, led by a 26% jump in office leasing, while free cash flow...
Gladstone Commercial Corp (GOOD) Q4 2025 Earnings Call Transcript
Gladstone Commercial Corp reported a strong Q4 2025, highlighted by $260 million of industrial acquisitions at an 8.88% cap rate and a rise in industrial rent share to 69% of annualized straight‑line rent. The company expanded its syndicated credit facility to...
Nordson Corp (NDSN) Q1 2026 Earnings Call Transcript
Nordson Corp reported a record first‑quarter revenue of $669 million, a 9% year‑over‑year increase driven by 7% organic growth, especially in its Advanced Technology Solutions (ATS) segment. Adjusted earnings per share rose 15% to $2.37, beating guidance, while EBITDA reached $203 million...
Clean Harbors Inc (CLH) Q4 2025 Earnings Call Transcript
Clean Harbors reported record $6 billion total revenue for fiscal 2025, with Q4 sales up 5% to $1.5 billion. Adjusted EBITDA reached $1.17 billion annually and $279 million in the quarter, pushing the margin to 18.6% in Q4. The company secured a $110 million PFAS...
Cheesecake Factory Inc (CAKE) Q4 2025 Earnings Call Transcript
The Cheesecake Factory reported Q4 2025 revenue of $961.6 million, including $17.3 million from gift‑card breakage, and adjusted diluted EPS of $1, meeting the top end of its outlook. Comparable sales fell 2.2% at the flagship Cheesecake Factory and 4% at North...
Seven Hills Realty Trust (SEVN) Q4 2025 Earnings Call Transcript
Seven Hills Realty Trust reported Q4 2025 distributable earnings of $0.28 per share, reflecting a $0.03 dilution from its December rights offering that raised $61.5 million. The loan portfolio expanded 13% to $724.5 million across 24 floating‑rate first‑mortgage loans, maintaining a 7.92%...
Jackson Financial Inc (JXN) Q4 2025 Earnings Call Transcript
Jackson Financial Inc. reported a strong fourth‑quarter 2025, posting adjusted operating earnings of $455 million and a 12% year‑over‑year earnings increase. Retail annuity sales hit a record $20 billion, while full‑year free capital generation rose to nearly $1.4 billion, supporting a $862 million capital...
Solaredge Technologies Inc (SEDG) Q4 2025 Earnings Call Transcript
Solstice Advanced Materials, newly independent after its October 2025 spin‑off from Honeywell, posted full‑year 2025 net sales of $3.9 billion, up 3% YoY (6% excluding opportunistic nuclear sales). Fourth‑quarter revenue rose 8% to $987 million, but adjusted EBITDA fell 20% to $189 million...
Wyndham Hotels & Resorts Inc (WH) Q4 2025 Earnings Call Transcript
Wyndham Hotels & Resorts reported 4% net room growth in 2025, adding a record 72,000 rooms and expanding its development pipeline to nearly 260,000 rooms across 2,200 hotels. Adjusted EBITDA rose 4% to $718 million and adjusted diluted EPS increased 6%...