Motley Fool – Earnings Transcripts
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Deals•Feb 26, 2026
Danaos Corporation Completes €500M Seven-Year Unsecured Bond Offering
Danaos Corporation (DAC) announced the completion of a €500 million seven‑year unsecured bond offering with a 6.875% coupon, diversifying its capital structure. The bond was disclosed during the company's Q4 2025 earnings call, highlighting its access to international debt markets.
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Deals•Feb 26, 2026
Evertec Announces Acquisition of Demensa to Expand Brazil Operations
Evertec Inc announced it will acquire Demensa, a Brazilian B2B technology provider serving financial institutions, to broaden its product offering and addressable market in Brazil. The deal was disclosed during Evertec's Q4 2025 earnings call on Feb. 26, 2026 and...
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Deals•Feb 26, 2026
Vistra Corp Announces Agreement to Acquire Cogentrix Energy
Vistra Corp announced an agreement to acquire Cogentrix Energy, adding roughly 5,500 MW of natural gas generation capacity to its portfolio. The deal was disclosed during Vistra's Q4 2025 earnings call on Feb. 26, 2026, and is expected to strengthen...
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Deals•Feb 26, 2026
NLIGHT Raises over $190M in Follow‑on Equity Offering
nLIGHT Inc announced a follow‑on equity offering that raised over $190 million after expenses. The proceeds will fund manufacturing expansion, supply‑chain investments, staffing and potential M&A. The offering was completed earlier this month, boosting the company's cash balance to more than...
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Deals•Feb 26, 2026
OneSpan Announces Acquisition of Build38 to Boost Mobile App Protection
OneSpan Inc. disclosed a definitive agreement to acquire Build38, a mobile application protection provider, with the transaction expected to close in Q1 2026. The acquisition aims to enhance OneSpan's app‑shielding capabilities and expand its cybersecurity portfolio. Deal terms were not...
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Deals•Feb 26, 2026
Sunrun Forms Joint Venture with Hannon Armstrong, Securing up to $500M Investment
Sunrun announced a new joint venture with Hannon Armstrong to finance over 300 MW of solar projects across 40,000 homes. Hannon Armstrong will invest up to $500 million over 18 months, providing structured equity while allowing Sunrun to retain a significant long‑term ownership...
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Deals•Feb 26, 2026
Cable One to Acquire Remaining 55% of Mega Broadband Investments for $480M
Cable One announced it will acquire the remaining 55% stake in Mega Broadband Investments (MBI) for an estimated $480 million, with the transaction slated to close on Oct. 1. The acquisition will add $308.9 million in annual revenue and 206,000 broadband customers,...
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Deals•Feb 26, 2026
VICI Properties Announces $1.16B Sale-Leaseback with Golden Entertainment
VICI Properties announced a $1.16 billion sale‑leaseback transaction involving seven Nevada casino properties with Golden Entertainment and its chairman Blake Sartini. The deal, expected to close later in 2026, will add Golden Entertainment as VICI’s fifteenth tenant.
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Deals•Feb 26, 2026
Aeva Technologies Raises $150M in Strategic Funding From LG Innotek and Apollo
Aeva Technologies announced a strategic funding round that raised approximately $150 million, with corporate investors LG Innotek and Apollo. LG Innotek will commit up to $50 million in equity, joint product investment, and capital expenditures to accelerate Aeva’s entry into physical AI markets and...
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Deals•Feb 26, 2026
Natera Acquires Foresight Diagnostics to Boost Ultra‑Sensitive MRD Testing
Natera announced the acquisition of Foresight Diagnostics during its Q4 2025 earnings call on Feb. 26, 2026. The deal adds Foresight's phased‑variant technology to Natera's Signatera platform, enabling detection below one fragment per 10 million normal copies. Financial terms were not...
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News•Feb 25, 2026
TWFG Inc (TWFG) Q4 2025 Earnings Call Transcript
Employers Holdings reported Q4 2025 gross premiums of $156.8 million, an 11% decline driven by weaker new business and audit premiums, while losses and LAE jumped 18.7% to $134.4 million. Net investment income rose 17.6% to $31.4 million after a strategic portfolio rebalancing...
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Deals•Feb 25, 2026
Armada Hoffler Properties Signs LOI to Sell 11 Multifamily Assets to Institutional Buyer
Armada Hoffler Properties (now A H Realty Trust) announced it has signed a letter of intent to sell 11 of its 14 multifamily assets to an institutional buyer. The deal, disclosed during its Q4 2025 earnings call on February 17,...
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Deals•Feb 25, 2026
Airgain Acquires HPUE Product Line From Nextivity
Airgain announced the acquisition of the high‑power user equipment (HPUE) product line from Nextivity, gaining IP, a customer base and a reseller agreement. The deal was disclosed during Airgain's Q4 2025 earnings call and is expected to be immediately adjusted...
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Deals•Feb 25, 2026
Snowflake Completes $600M Acquisition of Observe
Snowflake Inc. announced the completion of its acquisition of Observe, an observability platform, for approximately $600 million in cash and stock. The deal was disclosed during Snowflake's Q4 2026 earnings call on Feb 25, 2026 and is expected to enhance Snowflake's AI Data Cloud...
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News•Feb 24, 2026
Adapthealth Corp (AHCO) Q4 2025 Earnings Call Transcript
American Well Corp (AHCO) reported Q4 2025 revenue of $55.3 million, a 22.1% YoY decline, as the company completed its pivot from a multi‑product telehealth provider to a pure SaaS platform. Subscription revenue now represents 53% of total revenue, reflecting...
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News•Feb 24, 2026
Vaxcyte Inc (PCVX) Q4 2025 Earnings Call Transcript
Incyte reported a strong Q4 2025, delivering $1.51 billion in revenue, a 28% year‑over‑year increase, and $5.14 billion for the full year, up 21%. Core products drove the surge: Jakafi posted $828 million in Q4 sales, Opsilura $207 million, and hematology/oncology sales jumped 121%...
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News•Feb 24, 2026
NRG Energy Inc (NRG) Q4 2025 Earnings Call Transcript
NRG Energy reported a 32% year‑over‑year rise in adjusted EPS to $2.78 and a record $1.205 billion adjusted EBITDA for Q3 2025, driven by strong performance in its Texas and smart‑home segments. Free cash flow before growth hit $828 million for the...
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News•Feb 24, 2026
Orthofix Medical Inc (OFIX) Q4 2025 Earnings Call Transcript
Orthofix Medical reported fourth‑quarter 2020 net sales of $118 million, a 3% decline year‑over‑year but a 6% sequential increase. Spine implant revenue grew 9% YoY, propelled by an 11% rise in U.S. M6 disc sales, while motion‑preservation revenue jumped 129% YoY....
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News•Feb 24, 2026
Hyliion Holdings Corp (HYLN) Q4 2025 Earnings Call Transcript
Herc Holdings reported a transformative fourth‑quarter 2025, with equipment rental revenue climbing 24% year‑over‑year after the June H&E acquisition and strong mega‑project demand. Adjusted EBITDA rose 19% to $2.0‑2.1 billion for 2026 guidance, while used equipment sales surged 53% but pressured...
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News•Feb 24, 2026
International General Insurance Holdings Ltd (IGIC) Q4 2025 Earnings Call Transcript
International General Insurance Holdings (IGIC) posted Q3 2025 net income of $33.5 million and $94.9 million for the first nine months, delivering a 20% annualized return on equity. The company saw gross premiums written dip 5% in Q3, driven by long‑tail pressure,...
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News•Feb 24, 2026
Sotera Health Co (SHC) Q4 2025 Earnings Call Transcript
Sotera Health reported Q2 2025 revenue of $294 million, up 6.4% year‑over‑year, and adjusted EBITDA of $151 million, lifting the margin to 51.2%. Growth was led by Sterigenics’ 10.5% revenue increase and Nelson Labs’ 514‑basis‑point margin expansion, while Nordion delivered modest gains despite...
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News•Feb 24, 2026
Perfect Corp (PERF) Q4 2025 Earnings Call Transcript
Procore Technologies reported Q4 FY2025 revenue of $349 million, a 15.6% year‑over‑year increase, and a non‑GAAP operating margin of 15%. The company added 2,700 $100,000‑plus ARR customers, now representing 66% of total ARR, and saw free cash flow rise 69% to...
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News•Feb 24, 2026
Huron Consulting Group Inc (HURN) Q4 2025 Earnings Call Transcript
Huron Consulting Group reported record third‑quarter 2025 revenues, with RBR reaching $432.4 million, a 16.8% year‑over‑year increase. The Healthcare segment drove growth, posting a 19.9% rise in RBR and expanding operating‑income margin to 30.9%. Adjusted earnings per share climbed 25% to...
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News•Feb 24, 2026
DigitalOcean Holdings Inc (DOCN) Q4 2025 Earnings Call Transcript
DigitalOcean reported Q4 2024 revenue of $205 million, a 13% year‑over‑year increase, and lifted net dollar retention to 99%, with core cloud services hitting 100% retention for the first time since mid‑2023. Higher‑spend "Scalers+" customers grew 17% in count, contributed 22%...
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News•Feb 24, 2026
BridgeBio Pharma Inc (BBIO) Q4 2025 Earnings Call Transcript
BridgeBio Pharma reported Q4 2025 revenue of $120.7 million, a surge driven primarily by Attruby net product sales of $108.1 million and expanding royalty streams. The company announced statistically significant Phase III readouts for BBP-418 in limb‑girdle muscular dystrophy and...
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News•Feb 24, 2026
EOG Resources Inc (EOG) Q4 2025 Earnings Call Transcript
EOG Resources reported a record $4.7 billion free cash flow for 2025, returning 100% of that amount to shareholders through an 8% dividend increase and $2.5 billion of share repurchases. The company cut well costs by 7% by extending lateral lengths and...
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News•Feb 24, 2026
CCC Intelligent Solutions Holdings Inc (CCC) Q4 2025 Earnings Call Transcript
CTS Corporation reported fourth‑quarter 2025 revenue of $137 million, a 9% year‑over‑year increase, with diversified end markets now contributing 59% of total sales. The medical segment surged, posting a 41% quarterly sales jump and a 37% rise in bookings, while the...
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News•Feb 24, 2026
Solaris Energy Infrastructure Inc (SEI) Q4 2025 Earnings Call Transcript
Solaris Energy Infrastructure announced a major upsizing of its core power‑solutions contract to 900 MW with a seven‑year tenor, extending earnings visibility to 2033. The joint‑venture, in which Solaris holds a 50.1% stake, is fully financed by a $550 million senior secured...
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News•Feb 24, 2026
Talos Energy Inc (TALO) Q4 2025 Earnings Call Transcript
Talos Energy reported adjusted EBITDA of $294 million and adjusted free cash flow of $99 million for the quarter, driven by cost‑saving initiatives and strong operational performance. Average production reached 93,300 barrels of oil equivalent per day, with oil comprising 69% of...
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News•Feb 24, 2026
Henry Schein Inc (HSIC) Q4 2025 Earnings Call Transcript
Henry Schein reported $3.4 billion in Q4 2025 sales, a 7.7% increase and the strongest growth in over three years. Non‑GAAP operating margin held at 7.42% while cash flow from operations jumped to $381 million. Cloud‑based Dentrix Ascend reached over 11,000 subscribers,...
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News•Feb 24, 2026
Avanos Medical Inc (AVNS) Q4 2025 Earnings Call Transcript
Avanos Medical reported $178 million net sales for the quarter, with organic sales in its strategic segments rising 10% year‑over‑year. The Specialty Nutrition Systems segment posted 14.5% organic growth, while the radiofrequency ablation business achieved double‑digit expansion. The company completed the...
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News•Feb 24, 2026
CECO Environmental Corp (CECO) Q4 2025 Earnings Call Transcript
Orion Engineered Carbons reported 2025 full‑year EBITDA of $248 million, surpassing its outlook thanks to stronger‑than‑expected Q4 volumes, especially in the Specialty segment. The company generated $55 million of free cash flow, driven by $64 million of working‑capital improvements and a $46 million reduction...
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News•Feb 24, 2026
Constellation Energy Corp (CEG) Q4 2025 Earnings Call Transcript
Exelon Corporation reported full‑year adjusted EPS of $2.77 and GAAP EPS of $2.73, topping the midpoint of its guidance thanks to favorable weather and regulatory outcomes. The utility announced a $41.3 billion capital plan through 2029, with more than 70% earmarked...
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News•Feb 24, 2026
Life Time Group Holdings Inc (LTH) Q4 2025 Earnings Call Transcript
Life Time Group Holdings reported Q2 2025 revenue of $761 million, up 14% year‑over‑year, driven by higher membership dues, enrollment fees, and incentive revenue. Net income rose 36.5% to $72.1 million, while adjusted EBITDA reached $211 million with a 27.7% margin, reflecting strong...
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News•Feb 24, 2026
Iovance Biotherapeutics Inc (IOVA) Q4 2025 Earnings Call Transcript
Iovance Biotherapeutics reported third‑quarter product revenue of about $68 million, a 13% sequential increase, driven primarily by $58 million in Amtagvi sales and $10 million in Proleukin revenue. Gross margin improved to roughly 43% after a restructuring that cut cost of sales by...
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News•Feb 24, 2026
Xenia Hotels & Resorts Inc (XHR) Q4 2025 Earnings Call Transcript
Xenia Hotels & Resorts reported a Q3 2025 net loss of $13.7 million while generating $42.2 million of adjusted EBITDAre and 23 cents adjusted FFO per share, an 8% YoY decline. Same‑property RevPAR was flat, but excluding the Houston market the portfolio saw...
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News•Feb 24, 2026
Planet Fitness Inc (PLNT) Q4 2025 Earnings Call Transcript
Medifast reported Q4 2025 revenue of $75.1 million, down 36.9% year‑over‑year, as the active earning coach base shrank 40.6% to roughly 16,100. Despite the top‑line decline, average revenue per coach increased 6.2% to $4,664, marking the first year‑over‑year productivity gain since...
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News•Feb 24, 2026
Fidelity National Information Services Inc (FIS) Q4 2025 Earnings Call Transcript
Fidelity National Information Services (FIS) posted Q4 2025 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and lifted its full‑year revenue growth outlook to 5.4‑5.7%. Adjusted EBITDA margin expanded to 41.8% with a sequential 200‑basis‑point improvement, while free cash flow conversion...
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News•Feb 24, 2026
Global Industrial Co (GIC) Q4 2025 Earnings Call Transcript
Global Industrial reported Q2 2025 revenue of $358.9 million, up 3.2% year‑over‑year, and posted a record gross margin of 37.1%, a 190‑basis‑point improvement. Operating income reached $33.5 million, lifting operating margin to 9.3% as strategic accounts drove growth while smaller...
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News•Feb 24, 2026
Rocky Brands Inc (RCKY) Q4 2025 Earnings Call Transcript
Rocky Brands reported record‑setting Las Vegas results in Q4 2025, with net revenue of $505 million and adjusted EBITDA of $231 million, pushing the adjusted EBITDA margin to 45.8%. Consolidated figures also rose, delivering $511.8 million in revenue and $213 million in adjusted EBITDA, while free‑cash‑flow...
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News•Feb 24, 2026
Par Pacific Holdings Inc (PARR) Q4 2025 Earnings Call Transcript
Par Pacific Holdings reported Q3 2025 adjusted EBITDA of $372 million, largely driven by a $200 million boost from small refinery exemptions. Throughput reached a near‑record 198,000 barrels per day and system‑wide production costs fell to a record low $6.13 per barrel....
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News•Feb 24, 2026
Verra Mobility Corp (VRRM) Q4 2025 Earnings Call Transcript
Verra Mobility reported Q3 2025 revenue of $262 million, up 16% year‑over‑year, and adjusted EBITDA of $113 million, delivering a 44% margin. Growth was powered by a 28% surge in Government Solutions revenue, highlighted by a 46% jump from the New York City red‑light camera...
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News•Feb 24, 2026
SPX Technologies Inc (SPXC) Q4 2025 Earnings Call Transcript
SPX Technologies reported $2.212 billion revenue for 2025, a 19.4% Q4 increase driven by both acquisitions and organic growth across its HVAC and Detection & Measurement segments. Adjusted EPS rose 25% YoY to $1.88 in Q4 and $6.76 for the full...
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News•Feb 24, 2026
FrontView REIT Inc (FVR) Q4 2025 Earnings Call Transcript
FrontView REIT reported sequential revenue growth to $17.6 million and a 6.7% rise in adjusted funds from operations (AFFO) per share, reaching 32 cents. The REIT resolved nine of twelve previously troubled assets, achieving over 89% recovery on purchase price and re‑leasing...
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News•Feb 24, 2026
Sila Realty Trust Inc (SILA) Q4 2025 Earnings Call Transcript
Sila Realty Trust reported a solid Q2 2025 performance, highlighted by an EBITDARM coverage ratio of 5.31x and a 99.2% lease occupancy after removing the Stoughton asset. Cash NOI rose 1.7% to $41.9 million, while AFFO per diluted share slipped to...
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News•Feb 24, 2026
UFP Technologies Inc (UFPT) Q4 2025 Earnings Call Transcript
UFP Technologies reported Q4 2025 revenue of $154.6 million, up 6.5% year‑over‑year, driven by 7.3% growth in its MedTech segment. A labor‑force disruption at the AJR Illinois plant added $3 million in costs, pulling gross margin down to 27.7% and shaving $0.28...
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News•Feb 24, 2026
Slide Insurance Holdings Inc (SLDE) Q4 2025 Earnings Call Transcript
National MI Holdings reported a record 2025 year, posting $388.9 million net income (up 8%), diluted EPS of $4.92 (up 11%), and a 16.2% return on equity. Insurance in force reached $221.4 billion, while fourth‑quarter new insurance written hit $14.2 billion, driving total...
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News•Feb 24, 2026
Matson Inc (MATX) Q4 2025 Earnings Call Transcript
Matson Inc. posted a mixed Q2 2025, with net income down 16.3% to $94.7 million and consolidated operating income falling $11.6 million to $113 million, driven primarily by a 14.6% drop in China container volumes. Hawaii and Alaska lanes showed modest growth, while...
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News•Feb 24, 2026
New Mountain Finance Corp (NMFC) Q4 2025 Earnings Call Transcript
New Mountain Finance Corp reported Q2 2025 adjusted net investment income of $0.32 per share, fully covering its quarterly dividend and underscoring the effectiveness of its dividend protection program through 2026. Net asset value slipped to $12.21 per share, a...
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News•Feb 24, 2026
Realty Income Corp (O) Q4 2025 Earnings Call Transcript
Realty Income reported a 4.8% increase in AFFO per share for 2024, delivering a 10.2% total operational return supported by a 5.4% dividend yield. The REIT invested $3.9 billion at a 7.4% weighted‑average cash yield, with Q4 AFFO per share of...
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News•Feb 24, 2026
First Solar Inc (FSLR) Q4 2025 Earnings Call Transcript
First Solar reported record 2025 module shipments of 17.5 GW, a 24% increase year‑over‑year, and net sales of $5.2 billion at the top of its guidance range. Gross margin fell to 41% from 44% due to tariff costs and under‑utilized overseas plants,...
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News•Feb 24, 2026
Standard BioTools Inc (LAB) Q4 2025 Earnings Call Transcript
Pacific Biosciences reported Q4 2025 revenue of $44.6 million, a 14% year‑over‑year increase, driven by record consumable sales and higher Vega system placements. Consumables generated $21.6 million, up 15% YoY, pushing non‑GAAP gross margin to 40% for the quarter and the full...
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News•Feb 24, 2026
Trex Company Inc (TREX) Q4 2025 Earnings Call Transcript
Terex completed its merger with REV Group, forming a standalone specialty vehicles segment and unlocking $75 million in annual run‑rate synergies. The company delivered Q4 2025 net sales of $1.3 billion, a 6% year‑over‑year increase, and an operating margin of 9.3%. Full‑year...
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News•Feb 24, 2026
Day One Biopharmaceuticals Inc (DAWN) Q4 2025 Earnings Call Transcript
Day One Biopharmaceuticals reported a breakout 2025, with Ojemda generating $155.4 million in net product revenue—a 172% year‑over‑year increase—and over 4,600 prescriptions. The company achieved its first profitability milestone as Ojemda’s revenue exceeded combined cost of sales and SG&A, while ending...
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News•Feb 24, 2026
Revolve Group Inc (RVLV) Q4 2025 Earnings Call Transcript
Revvity reported Q4 2025 revenue of $772 million, delivering 4% organic growth and a 7% rise in its diagnostics segment. Adjusted EPS came in at $1.70, topping the high end of guidance, while adjusted operating margin held at 29.7% despite...
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News•Feb 24, 2026
Resideo Technologies Inc (REZI) Q4 2025 Earnings Call Transcript
Thomson Reuters reported full‑year 2025 organic revenue growth of 7%, driven by 9% expansion in its core Legal, Corporate and Tax & Accounting segments. Adjusted EBITDA margin rose to 39.2%, a 100‑basis‑point improvement, while free cash flow reached $1.95 billion. The...
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News•Feb 24, 2026
Evolent Health Inc (EVH) Q4 2025 Earnings Call Transcript
Evolent Health reported $2.55 billion in 2024 revenue, a 30% year‑over‑year increase, with adjusted EBITDA of $160.5 million landing at the low end of its guidance due to elevated oncology costs. The company announced two major contracts—a New England health plan covering...
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News•Feb 24, 2026
CAVA Group Inc (CAVA) Q4 2025 Earnings Call Transcript
CAVA Group reported a 20% year‑over‑year revenue increase to $289.8 million in Q4 2025, driven by strong same‑restaurant sales growth of 1.9% and the opening of 17 net new locations, bringing the total to 415 restaurants. Restaurant‑level profit margin expanded to...
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News•Feb 24, 2026
Mosaic Co (MOS) Q4 2025 Earnings Call Transcript
Masco Corp reported fourth‑quarter 2025 results with net sales down 2% and operating profit of $259 million, yielding a 14.4% margin. The plumbing segment posted a 3% sales increase and a 16.3% margin, while the Decorative Architectural segment fell 15% with...
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News•Feb 24, 2026
Solid Power Inc (SLDP) Q4 2025 Earnings Call Transcript
Simpson Manufacturing reported full‑year 2025 net sales of $2.3 billion, a 4.5% increase driven primarily by pricing, modest acquisitions and favorable FX. Operating margin rose to 19.6% after $13.1 million in cost‑saving initiatives and a $12.9 million gain from asset sales. The company...
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News•Feb 24, 2026
Postal Realty Trust Inc (PSTL) Q4 2025 Earnings Call Transcript
Postal Realty Trust reported Q2 2025 results that lifted full‑year AFFI guidance to $1.24‑$1.26 per share and raised same‑store cash NOI guidance to a 79% range. The REIT added 127 properties for over $60 million at a 7.8% weighted‑average cap rate...
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News•Feb 24, 2026
Clean Energy Fuels Corp (CLNE) Q4 2025 Earnings Call Transcript
Clean Energy Fuels reported adjusted EBITDA of $67.6 million for 2025, topping the high end of its $65 million guidance despite the loss of alternative fuel tax credits. GAGA loss widened to $222 million, mainly from non‑cash interest charges tied...
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News•Feb 24, 2026
Gladstone Land Corp (LAND) Q4 2025 Earnings Call Transcript
Gladstone Investment Corp reported a NAV increase to $14.95 per share, driven by $1.77 per share of unrealized appreciation and $0.09 per share of realized gains. Adjusted net investment income fell to $0.21 per share, while total assets rose to...
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Deals•Feb 24, 2026
Bowhead Specialty Holdings Issues $150M Senior Unsecured Notes
Bowhead Specialty Holdings announced the issuance of $150 million 7.75% senior unsecured notes due 2030, disclosed during its Q4 2025 earnings call. The debt financing is intended to meet the company's year‑end 2026 regulatory capital requirements and support its growth...
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Deals•Feb 23, 2026
Devon Energy Announces Pending Merger with Cotera Energy
Devon Energy announced a pending merger with Cotera Energy, combining their complementary oil and gas portfolios. The combined entity expects to generate $1 billion in annual pretax synergies by the end of 2027. Deal terms and valuation were not disclosed.
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Deals•Feb 23, 2026
Easterly Government Properties Acquires Three‑asset Virginia Portfolio for $44.5M
Easterly Government Properties Inc announced the completion of a three‑asset acquisition from the Commonwealth of Virginia, valued at $44.5 million. The portfolio adds approximately 298,000 square feet of government‑leased space and is expected to generate stable cash flows. The deal was...
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Deals•Feb 20, 2026
CTO Realty Growth Inc to Acquire Texas Shopping Center for $83 Million
CTO Realty Growth Inc announced that it is under contract to acquire a 384,000‑square‑foot shopping center in Texas for approximately $83 million. The acquisition is expected to close in 2026, expanding the REIT’s portfolio of retail assets. The deal was disclosed...
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Deals•Feb 20, 2026
RE/MAX Holdings Completes Largest Brokerage Conversion, Adding 1,200 Agents From the Riese Family’s Toronto Operation
RE/MAX Holdings announced the largest brokerage conversion in its history, acquiring a 17‑office Toronto operation owned by the Riese family. The deal, completed in January 2026, brings roughly 1,200 agents into the RE/MAX Canada network, expanding its footprint in the...
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Deals•Feb 20, 2026
Chemours to Receive $300M From Sale of Kuan Yin Site
The Chemours Company announced it has reached an agreement to sell its Kuan Yin site, expecting net proceeds of $300 million. The proceeds will be used to reduce debt and improve net leverage. The deal was disclosed during its Q4...
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Deals•Feb 20, 2026
Howard Hughes Holdings to Acquire Vantage Holdings, Adding $2.1B Insurance Asset
Howard Hughes Holdings Inc announced that it will acquire Vantage Holdings, a move that will add a $2.1 billion insurance asset to its portfolio and diversify earnings beyond real estate. The acquisition is expected to close in the upcoming quarter,...
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Deals•Feb 20, 2026
Western Union to Acquire Intermex in Q2 2026
Western Union announced it will acquire Intermex, a U.S. and Latin America‑focused money‑transfer firm, with the transaction slated to close in the second quarter of 2026. The deal is expected to add $0.10 per share of earnings accretion in the...
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Deals•Feb 19, 2026
Americold Realty Trust Closes $250M Term Loan
Americold Realty Trust announced it closed a $250 million term loan as part of its capital markets activity, alongside repaying its U.S. revolver and addressing a $200 million Series A maturity. The financing will support the REIT's deleveraging efforts and...
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Deals•Feb 19, 2026
Transocean Announces Definitive Agreement to Acquire Valaris
Transocean Ltd announced a definitive agreement to acquire offshore drilling contractor Valaris, targeting over GBP 200 million in cost synergies and a pro‑forma combined backlog of nearly $11 billion. The transaction is expected to close in 2026, with the combined entity aiming...
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Deals•Feb 19, 2026
John Deere Completes Acquisition of Tenna to Expand Digital Solutions Portfolio
Deere & Company announced the completion of its acquisition of Tenna, a provider of mixed‑fleet job‑site management and workflow automation software. The deal broadens John Deere’s digital offerings for construction and agriculture customers. Financial terms were not disclosed.
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Deals•Feb 19, 2026
Siriuspoint's IMG to Acquire Assist America and World Nomads
Siriuspoint Ltd announced that its A&H MGA, IMG, will acquire travel assistance provider Assist America and travel insurance platform World Nomads. The deals are expected to add $4‑5 million of annual EBITDA each after integration in 2026. No financial terms were...
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Deals•Feb 18, 2026
BrightSpire Closes $955M CRE CLO
BrightSpire announced the closing of its fourth managed commercial real estate collateralized loan obligation (CRE CLO) valued at $955 million, featuring a $98 million ramp and a two-and-a-half-year reinvestment period. The transaction involved 19 investors across all tranches and expands...
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Deals•Feb 18, 2026
Charles River Laboratories Completes Acquisition of KF Cambodia
Charles River Laboratories International Inc announced the closing of its acquisition of KF Cambodia, a long‑time non‑human primate supplier, to strengthen its Discovery and Safety Assessment (DSA) supply chain and reduce costs. The deal, finalized in early 2026, is expected...
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Deals•Feb 18, 2026
Clean Harbors to Acquire DCI Environmental Businesses for $130M
Clean Harbors Inc announced the acquisition of DCI environmental businesses for $130 million, disclosed during its Q4 2025 earnings call on Feb. 18, 2026. The deal is expected to generate $40 million in annual revenue and $11 million in adjusted...
Motley Fool – Earnings Transcripts
Deals•Feb 18, 2026
Danaos Corporation Completes €500M Seven-Year Unsecured Bond Offering
Danaos Corporation announced the completion of a €500 million seven‑year unsecured bond with a 6.875% coupon, diversifying its capital structure as reported in its Q4 2025 earnings call. The bond strengthens liquidity and funds future growth initiatives.
Motley Fool – Earnings Transcripts
Deals•Feb 18, 2026
Edison International Files $2B Woolsey Fire-Related Securitization
Edison International announced it has filed an application to securitize approximately $2 billion of Woolsey fire-related costs, with the transaction expected to close in mid‑2026. The securitization aims to offset normal debt issuance and manage wildfire-related liabilities.
Motley Fool – Earnings Transcripts
Deals•Feb 18, 2026
Amplitude Acquires AI-Native Marketing Analytics Startup InfiniGrow
Amplitude Inc announced the acquisition of InfiniGrow, an AI-native marketing analytics startup, to strengthen its platform with AI engineering talent and better connect marketing spend to revenue impact. The deal was disclosed during Amplitude's Q4 2025 earnings call on February...
Motley Fool – Earnings Transcripts
Deals•Feb 18, 2026
Radian Group Acquires Inigo for $1.67B
Radian Group announced the closing of its acquisition of Inigo, a specialty insurer underwritten through Lloyd's of London, for a purchase price of $1.67 billion. The deal was funded entirely with internal liquidity and excess capital, with no new equity issued,...
Motley Fool – Earnings Transcripts