Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Neumora Therapeutics Inc (NMRA) Q4 2025 Earnings Call Transcript
Neumora Therapeutics reported Q4 2025 revenue of $41.9 million, bringing full‑year sales to $62.9 million driven by the rapid commercial uptake of its ROS1‑positive NSCLC therapy Iptrozi. The drug saw 432 new U.S. patients start treatment, with 216 in the quarter, a launch velocity six times faster than the company’s prior ROS1 TKIs. Partnership milestones added roughly $85 million, lifting cash on hand to $529.2 million, while gross‑to‑net settled around 25% and first‑line penetration began to improve. The firm also highlighted long‑term pipeline progress, including the sacrocitinib glioma program and the discontinuation of the NUV 1511 DDC candidate.
Prairie Operating Co (PROP) Q4 2025 Earnings Call Transcript
Permian Resources Corp reported Q4 2025 results that beat its own guidance, delivering 401,500 barrels of oil equivalent per day of production and $403 million adjusted free cash flow. The company lowered drilling‑and‑completion costs to $700 per foot and reduced lease...
Cheetah Mobile Inc (CMCM) Q4 2025 Earnings Call Transcript
Aurora Mobile reported Q4 2025 revenue of RMB 105.2 million, up 13% year‑over‑year and 16% sequentially, driven by strong developer subscription and vertical app growth. The company posted its first full‑year GAAP net profit and recorded a 23% YoY increase in...
Smithfield Foods Inc (SFD) Q4 2025 Earnings Call Transcript
HF Foods Group reported Q4 2025 net revenue of $1.23 billion, up 2.2% year‑over‑year, while adjusted EBITDA increased 6.9% to $45 million. The company completed an enterprise‑resource‑planning rollout across all distribution centers, re‑categorizing SKUs and fixing IT control deficiencies. Facility upgrades in...
Caledonia Mining Corporation PLC (CMCL) Q4 2025 Earnings Call Transcript
Coeur Mining reported a record 2025 with gold production soaring 723% YoY and silver up 5%, driven by the Rochester expansion and the Silvercrest acquisition. Full‑year EBITDA more than doubled to over $1 billion and free cash flow swung to $666 million,...
Milestone Pharmaceuticals Inc (MIST) Q4 2025 Earnings Call Transcript
Amphastar Pharmaceuticals reported full‑year 2025 net revenue of $719.9 million, a 2% decline, while its Baqsimi franchise grew 12% to $185.4 million. The company secured FDA approval for ipratropium bromide HFA (AMP‑007), earning 180‑day generic exclusivity and positioning it as a near‑term...
Eledon Pharmaceuticals Inc (ELDN) Q4 2025 Earnings Call Transcript
Longeveron raised $15.9 million in a private placement, extending its cash runway into the fourth quarter of 2026. The company reported a $22.7 million net loss for 2025, driven by higher personnel, CMC, and severance costs, while revenue fell 50% to $1.2 million....
Cato Corp (CATO) Q4 2025 Earnings Call Transcript
Caterpillar posted a record full‑year revenue of $67.6 billion, a 4% increase year‑over‑year, and an all‑time high fourth‑quarter sales figure of $19.1 billion, up 18%. The company’s backlog surged to $51 billion, a 71% jump, while adjusted operating profit margin held at 17.2%...
GrowGeneration Corp (GRWG) Q4 2025 Earnings Call Transcript
GrowGeneration reported Q3 2025 net sales of $47.3 million, a 15.4% sequential increase that beat its internal guidance. The company posted a positive non‑GAAP adjusted EBITDA of $1.3 million, reversing a $2.4 million loss from a year earlier, while gross margin rose to...
Solo Brands Inc (SBDS) Q4 2025 Earnings Call Transcript
Solo Brands reported full‑year 2025 net sales of $600 million, up 4.4% year‑over‑year, with the U.S. market contributing $394 million—a 7% increase and 66% of total revenue. Q4 sales matched guidance at $164 million, while gross margin expanded to 57.3% for the year...
Movado Group Inc (MOV) Q4 2026 Earnings Call Transcript
Genesco reported Q4 fiscal 2026 revenue of $800 million, a 7% year‑over‑year increase, and company‑wide comparable sales up 9%. Journeys led growth with 12% comparable sales and 84 new 4.0 stores, while Schuh’s promotional push delivered 3% comps but pressured gross...
FedEx Corp (FDX) Q3 2026 Earnings Call Transcript
DLocal reported record‑breaking 2025 results, processing $41 billion in total payment volume (TPV), a 60% year‑over‑year increase, and surpassing $1 billion in annual revenue with a Q4 record of $338 million. Gross profit rose 37% to $116 million in Q4, while adjusted free cash...
Intellicheck Inc (IDN) Q4 2025 Earnings Call Transcript
Intellicheck Inc. reported Q4 2025 revenue of $6.2 million, down from $6.7 million, as the company exited lower‑margin legacy businesses. The shift of all RFID and label production to a new Thailand facility lifted GAAP gross margin to 18.1% and non‑GAAP margin to...
Firefly Aerospace Inc (FLY) Q4 2025 Earnings Call Transcript
Firefly Aerospace reported Q4 2025 revenue of $30.8 million, roughly double the prior quarter, and a backlog of $1.3 billion fueled by new NASA CLPS awards and a $177 million Blue Ghost Mission 4 contract. The company completed an $855 million acquisition of SciTech, adding...
Accenture PLC (ACN) Q2 2026 Earnings Call Transcript
Accuray reported second‑quarter 2026 revenue of $102.2 million, a 12% year‑over‑year decline, primarily from a 26% drop in product sales tied to volatile China operations and tariff pressures. Service revenue rose 4% to $57.2 million, partially offsetting the product weakness, while gross...
Avalon Holdings Corp (AWX) Q4 2025 Earnings Call Transcript
Aveonna Healthcare Holdings reported Q4 2025 revenue of $662 million, a 27.4% year‑over‑year increase, and adjusted EBITDA of $85 million, up 54%. Growth was broad‑based across Private Duty Services, Home Health & Hospice, and Medical Solutions, aided by an extra 53rd accounting...
ACCESS Newswire Inc (ACCS) Q4 2025 Earnings Call Transcript
Accel Entertainment reported record Q4 2025 results, with revenue of $341 million (up 7.5% YoY) and adjusted EBITDA of $56 million (up 19%). Full‑year revenue topped $1.3 billion and adjusted EBITDA reached $210 million, while cash stood at $297 million and net debt fell 1%....
Satellogic Inc (SATL) Q4 2025 Earnings Call Transcript
Globalstar reported record full‑year 2025 revenue of $273 million, up 9% year‑over‑year, and achieved a 50% adjusted EBITDA margin at $136.1 million. Net loss narrowed dramatically to $7.6 million from $63.2 million a year earlier, while cash and cash equivalents rose to $447.5 million. The...
United States Antimony Corp (UAMY) Q4 2025 Earnings Call Transcript
Red Cat Holdings posted a record Q4 2025 revenue of $26.2 million, up $25 million year‑over‑year, and ended the year with $167.9 million in cash, a dramatic increase from $9.2 million. The company accelerated production of its Black Widow FPV drones to 50 units...
Intuitive Machines Inc (LUNR) Q4 2025 Earnings Call Transcript
Intuitive Machines reported Q4 2025 revenue of $44.8 million but an operating loss of $33.1 million, reflecting integration costs from the Kinetics and Lantaris acquisitions. The combined entity now commands a $943 million backlog, giving it two‑thirds of its 2026 revenue visibility and...
Tejon Ranch Co (TRC) Q4 2025 Earnings Call Transcript
TPG reported record Q4 2025 results, raising $51 billion in capital—a 71% increase—and ending the year with $303 billion in assets under management, up 23% YoY. GAAP net income was $77 million and after‑tax distributable earnings hit $0.71 per share, prompting a $0.61...
Titan Machinery Inc (TITN) Q4 2026 Earnings Call Transcript
Titan America reported Q4 2026 revenue of $406 million, a 4% year‑over‑year increase, and adjusted EBITDA of $94 million, up 12% with a 23.1% margin. Full‑year revenue reached $1.66 billion, up 1.8%, while adjusted EBITDA rose 5% to $390 million, expanding margin to 23.4%....
Aveanna Healthcare Holdings Inc (AVAH) Q4 2025 Earnings Call Transcript
Viemed Healthcare reported record full‑year revenue of $270.3 million, up 21% year‑over‑year, and a record adjusted EBITDA of $61.4 million. The company accelerated diversification, with sleep therapy patient counts rising 62% and maternal health contributing roughly $9 million after the Lehan acquisition. While...
Eton Pharmaceuticals Inc (ETON) Q4 2025 Earnings Call Transcript
Eaton reported Q4 2025 revenue of $7.1 billion, with organic growth of 9% and adjusted EPS of $3.33, up 18%. Orders in Electrical Americas accelerated 16% on a twelve‑month basis, driven by a 200% surge in data‑center demand, pushing backlog to...
Neuraxis Inc (NRXS) Q4 2025 Earnings Call Transcript
Neurocrine Biosciences reported Q4 2025 total product sales of $2.8 billion, a 22% year‑over‑year increase driven by INGREZZA’s $2.5 billion revenue and the first‑year launch of CRENESSITY. INGREZZA grew 9% on double‑digit volume expansion, while CRENESSITY generated over $300 million, reaching roughly 10%...
Biofrontera Inc (BFRI) Q4 2025 Earnings Call Transcript
Biofrontera Inc. reported record Q4 2025 revenue of $17.1 million, a 36% year‑over‑year increase, and annual revenue of $41.7 million, up 12% driven by higher Ameluz volumes. The company posted its first profitable quarter with adjusted EBITDA of $4.9 million and net income...
Darden Restaurants Inc (DRI) Q3 2026 Earnings Call Transcript
Enhabit reported Q3 2025 consolidated revenue of $263.6 million, a 3.9% year‑over‑year increase driven primarily by a 20% surge in hospice revenue. Adjusted EBITDA rose 10.2% to $27 million, with hospice adjusted EBITDA jumping 72% and margins expanding to 27.3%. Home health...
Snail Inc (SNAL) Q4 2025 Earnings Call Transcript
Snail Inc. reported Q3 2025 net revenue of $13.8 million, a 39% YoY decline driven primarily by a $10.9 million increase in deferred revenue rather than weakened demand. Bookings grew 9.3% to $17.6 million and unit sales rose 7.8% YoY, underscoring strong consumer...
Tenon Medical Inc (TNON) Q4 2025 Earnings Call Transcript
Tenon Medical reported third‑quarter revenue of $1.2 million, up 32 % year‑over‑year, driven by higher Catamaran procedures and early Symmetry sales. Gross margin improved to 66 % as fixed costs were absorbed, while operating expenses rose to $4.2 million due to integration and sales...
Pelthos Therapeutics Inc (PTHS) Q4 2025 Earnings Call Transcript
Altimmune reported a Q4 2025 net loss of $27.4 million but ended the year with a strengthened cash position of roughly $340 million, extending its runway to 2028. The company secured FDA Breakthrough Therapy designation for its dual‑agonist PEMB and...
Signet Jewelers Ltd (SIG) Q4 2026 Earnings Call Transcript
Signet Jewelers reported Q2 2026 revenue above $1.5 billion, driven by a 2% same‑store sales increase and strong fashion performance. Adjusted operating income rose 20% to $85 million and free cash flow jumped nearly $50 million year‑over‑year. Lab‑grown diamond (LGD) fashion now accounts...
Gemini Space Station Inc (GEMI) Q4 2025 Earnings Call Transcript
Gaia, Inc. reported $99 million in 2025 revenue, up 11% year‑over‑year, with gross margin improving to 87.1% and free cash flow reaching $4.9 million. The company’s cash balance rose to $13.5 million and net loss narrowed to $0.5 million for the quarter. Direct‑to‑consumer members...
Arcos Dorados Holdings Inc (ARCO) Q4 2025 Earnings Call Transcript
Ecopetrol reported Q4 2025 net income of COP 9 trillion, nearly hitting its financial plan despite a 15% Brent price decline and the loss of COP 1.6 trillion in non‑recurring gains. EBITDA reached COP 46.7 trillion, a 39% margin, with production steady at 745,000 bpd and domestic output...
InspireMD Inc (NSPR) Q4 2025 Earnings Call Transcript
Inspire Medical Systems reported a 12% rise in fourth‑quarter revenue to $269 million and a 14% increase for the full year, reaching $912 million, driven by both existing and new center growth. The company widened its 2026 revenue outlook to $950‑$1 billion, reflecting...
Xoma Royalty Corp (XOMA) Q4 2025 Earnings Call Transcript
Zymeworks reported Q4 2025 revenue of $106 million, up from $76.3 million, while net loss narrowed to $81.1 million as operating expenses fell. The company highlighted Phase III zanidatumab data showing median PFS over one year and overall survival beyond two years in first‑line...
Hello Group Inc (MOMO) Q4 2025 Earnings Call Transcript
Hello Group Inc (MOMO) reported its first full‑year GAAP net profit for 2025, driven by a 13% year‑over‑year revenue increase to RMB 105.2 million. Developer subscription revenue reached a record RMB 61.9 million, while gross profit rose 23% to RMB 69.7 million, the highest in 16...
Usio Inc (USIO) Q4 2025 Earnings Call Transcript
Usio Inc reported record processing volumes in Q4 2025, handling 16.2 million transactions, an 8% year‑over‑year rise, and set seven quarterly volume records across its payment channels. Revenue grew sequentially by $1.2 million, driven primarily by a 30% jump in ACH revenues,...
Gold Royalty Corp (GROY) Q4 2025 Earnings Call Transcript
Royal Gold reported record 2025 results, posting $1 billion in revenue (up 43%), $705 million operating cash flow (up 33%) and net income of $466 million (up 40%). The company completed transformative acquisitions of Sandstorm Gold and Horizon Copper, adding the Kansanshi gold...
Logistic Properties of The Americas (LPA) Q4 2025 Earnings Call Transcript
Prologis reported Q4 2025 core FFO of $1.44 per share, hitting the top of its guidance, and achieved record leasing activity with 57 million square feet signed, pushing occupancy to 95.8% at quarter end. The company highlighted strong same‑store NOI...
Micron Technology Inc (MU) Q2 2026 Earnings Call Transcript
Micron Technology reported a record $13.6 billion revenue for fiscal Q2 2026, up 57% year‑over‑year, and posted a non‑GAAP EPS of $4.78, a 167% increase. Gross margin surged to 56.8%, an 11‑point sequential gain, driven by strong DRAM and NAND sales and...
Protalix Biotherapeutics Inc (PLX) Q4 2025 Earnings Call Transcript
West Pharmaceutical reported Q4 2025 revenue of $850 million, up 7.5% reported and 3.3% organically, pushing full‑year net sales past $3 billion with 4% organic growth. Adjusted EPS rose 12% to $2.04 and free cash flow surged 70% to $469 million for the...
Innovative Designs Inc (IVDN) Q1 2026 Earnings Call Transcript
Innovative Designs Inc. reported first‑quarter 2026 revenue of $21.8 million, up 36.5% year‑over‑year, driven by strong commercial aftermarket sales and higher service revenue. Adjusted EBITDA surged 140.9% to $7.4 million and net income jumped to $4.1 million, reflecting a more favorable product mix...
Dlocal Ltd (DLO) Q4 2025 Earnings Call Transcript
Paysafe Limited posted FY 2025 revenue of $1.7 billion, delivering 6% organic growth despite a divestiture that trimmed EBITDA. Unlevered free cash flow reached $298 million, translating to a 69% cash‑flow conversion rate, while the company returned over $90 million to shareholders. Digital‑wallet consumers...
SailPoint Inc (SAIL) Q4 2026 Earnings Call Transcript
SentinelOne reported Q4 2026 revenue of $271 million, up 20% year‑over‑year, and total ARR grew 22% with a record $64 million net new ARR. The company achieved its first full‑year operating profitability, posting a 3.5% non‑GAAP margin and a 6% Q4 operating margin....
Coda Octopus Group Inc (CODA) Q1 2026 Earnings Call Transcript
Coda Octopus Group reported fiscal‑year 2025 revenue of $26.6 million, up 30.7% year‑over‑year, driven by a 30.5% jump in hardware sales and contributions from its newly acquired acoustic sensors unit. The company launched the ultra‑compact Echoscope NanoGen sonar and delivered the...
Telesat Corp (TSAT) Q4 2025 Earnings Call Transcript
AST SpaceMobile reported full‑year 2025 revenue of $70.9 million, hitting the top of its guidance, and disclosed a $1.2 billion minimum‑committed revenue backlog anchored by a $175 million prepayment from Saudi Arabia’s STC Group. The company raised over $3.5 billion, boosting cash to $3.9 billion,...
Corporacion America Airports SA (CAAP) Q4 2025 Earnings Call Transcript
Corporación América Airports reported record Q2 2025 results, with passenger traffic rising 13.7% to nearly 21 million and revenue increasing 18.9% year‑over‑year. Adjusted EBITDA reached $169 million, up 23%, and EBITDA margin expanded to 38.6% as commercial and cargo revenues outpaced traffic...
PSQ Holdings Inc (PSQH) Q4 2025 Earnings Call Transcript
Phillips 66 (PSQ Holdings) reported Q4 2025 earnings of $2.9 billion, or $7.17 per share, with adjusted earnings flat at $1 billion ($2.47 per share). The company completed the full acquisition of the WRB joint venture, increasing exposure to Canadian heavy crude...
Lifeway Foods Inc (LWAY) Q4 2025 Earnings Call Transcript
Life360 reported Q4 2025 revenue of $146 million, a 26% year‑over‑year increase, driven by a 30% jump in subscription revenue to $102.5 million. Adjusted EBITDA rose 53% to $32.4 million, delivering a record 22% margin, while net income reached $129.7 million, largely boosted by...
Pacific Health Care Organization Inc (PFHO) Q4 2025 Earnings Call Transcript
Pacific Health Care Organization (PFHO) reported record Q4 2025 results, with health‑plan membership rising 25% to 236,300 and total revenue climbing 46% to $3.9 billion. Adjusted EBITDA surged from $1 million in 2024 to $110 million, delivering a 2.8% margin and an MBR...