Motley Fool – Earnings Transcripts
Full earnings call transcripts from The Motley Fool
Barinthus Biotherapeutics PLC (BRNS) Q4 2025 Earnings Call Transcript
Insmed reported a strong Q4 2025, highlighted by Brinsupri’s first full‑quarter US revenue of $144.6 million, surpassing internal benchmarks. Management set 2026 guidance of at least $1 billion for Brinsupri and projected total company revenue to more than double 2025 levels, driven by continued ARIKAYCE growth. The company highlighted a 40% YoY increase in ARIKAYCE sales in Japan and accelerating momentum in Europe, while the Phase III ENCORE trial for ARIKAYCE is slated for release in March‑April. Insmed also secured orphan‑drug designation for TPIP and holds $1.4 billion in cash to fund its base business.
Buckle Inc (BKE) Q4 2026 Earnings Call Transcript
Buckle Inc. reported fourth‑quarter 2026 net sales of $399.1 million, a 5.3% year‑over‑year increase, and net income of $80.8 million, up 4.6% versus the prior year. The company highlighted double‑digit growth in its women’s segment, especially denim, which saw sales rise 10.5%...
Urgent.ly Inc (ULY) Q4 2025 Earnings Call Transcript
Urgent.ly Inc. reported Q3 2025 revenue of $32.9 million, a 9% year‑over‑year decline, but met the midpoint of its guidance and achieved its eighth straight quarter of revenue guidance compliance. The company posted a non‑GAAP operating income of $123 k, marking the...
American Public Education Inc (APEI) Q4 2025 Earnings Call Transcript
American Public Education Inc (APi Group) reported Q4 2025 revenue of $2.12 billion, up 13.8% year‑over‑year and 11.1% organically, driven by strong inspection, service and monitoring growth. Adjusted EBITDA rose 21.9% to deliver a 13.9% margin, while adjusted diluted EPS increased...
Kindercare Learning Companies Inc (KLC) Q4 2025 Earnings Call Transcript
Kindercare Learning Companies (BRC) reported a 31% year‑over‑year surge in packaged coffee sales, far outpacing the broader category, and a 34% jump in Q4 alone. Retail distribution expanded to 54.9% ACV, nearly tripling its grocery shelf presence, while wholesale revenue...
American Outdoor Brands Inc (AOUT) Q3 2026 Earnings Call Transcript
American Outdoor Brands reported Q3 2026 net sales of $57.2 million, a 5% year‑over‑year decline, driven by a sharp 15.9% drop in e‑commerce sales while traditional channel sales grew 2.3%. Gross margin fell to 45.6% after inventory‑clearance actions, and inventory...
Sleep Number Corp (SNBR) Q4 2025 Earnings Call Transcript
Sleep Number (SNBR) reported record 2025 results after integrating Mattress Firm, with net sales of $1.9 billion up 55% and adjusted EBITDA of $349 million up 59%. Adjusted EPS rose 20% to $0.72, and the company lifted its EBITDA synergy target to...
Angel Studios Inc (ANGX) Q4 2025 Earnings Call Transcript
Angi reported a 23% fourth‑quarter jump in proprietary revenue, driving a 17% year‑over‑year increase despite a 60% decline in its network channel. The company guided full‑year revenue to low single‑digit growth (1%‑3%) and adjusted EBITDA to $145‑$150 million, adding $10‑$15 million year‑over‑year....
Oncology Institute Inc (TOI) Q4 2025 Earnings Call Transcript
The Oncology Institute reported Q2 2025 revenue of $119.8 million, a 21.5% year‑over‑year increase, driven by a 41% surge in pharmacy sales that now represent 52% of total revenue. Gross profit rose 34% YoY while SG&A fell to 22% of revenue,...
Futu Holdings Ltd (FUTU) Q4 2025 Earnings Call Transcript
Gaotu Techedu reported Q4 2025 revenue of RMB 1.7 billion, a 21.4% year‑over‑year increase, and full‑year revenue grew 35% to RMB 100 million. The company posted a net loss of RMB 84.2 million but narrowed its operating loss by 20.9%, driven by higher gross margins and...
Surf Air Mobility Inc (SRFM) Q4 2025 Earnings Call Transcript
Surf Air Mobility secured a $100 million strategic financing—$26 million equity for Surf OS development and a $74 million zero‑coupon convertible note—to accelerate its software platform and further deleverage the balance sheet. Q3 revenue rose 6% sequentially to $29.2 million, with on‑demand revenue up...
Champions Oncology Inc (CSBR) Q3 2026 Earnings Call Transcript
Champions Oncology reported $14 million revenue in Q1 FY2026, flat year‑over‑year and rebounding from a $12.4 million Q4 dip. GAAP operating loss widened to $0.5 million, while adjusted EBITDA turned slightly positive at $60 000. Gross margin slipped to 43% as outsourced radio‑labeling costs...
Atlanticus Holdings Corp (ATLC) Q4 2025 Earnings Call Transcript
Atlanticus Holdings reported a transformative 2025, highlighted by the Mercury Financial acquisition that doubled its balance sheet to $7.0 billion and added 1.3 million customers. Diluted earnings per share rose 23% in Q4 and 25% for the full year, while return on...
Rapid Micro Biosystems Inc (RPID) Q4 2025 Earnings Call Transcript
Rapid7 reported fiscal 2025 fourth‑quarter ARR of $839.9 million, essentially flat year‑over‑year, while total revenue rose 0.5% to $217.4 million and full‑year revenue increased 1.9% to $859.8 million. Detection and response services drove a 7% ARR gain and now represent just over half...
Beauty Health Co (SKIN) Q4 2025 Earnings Call Transcript
Nu Skin Enterprises reported a strong 2025 finish, delivering $1.27 adjusted earnings per share—a 51% increase—and $1.49 billion in revenue, both within guidance. Gross margins rose to 77.4% in the core business and operating margin improved to 6.7%, reflecting disciplined cost...
VAALCO Energy Inc (EGY) Q4 2025 Earnings Call Transcript
KLX Energy Services Holdings reported Q4 2025 revenue of $157 million, in line with guidance, and generated $23 million of adjusted EBITDA, the highest quarterly amount of the year with a 14% margin. The Northeast/Mid‑Con segment delivered a 25.3% adjusted EBITDA margin,...
Team Inc (TISI) Q4 2025 Earnings Call Transcript
Team Inc. reported a strong third‑quarter performance, with revenue climbing roughly 7% year‑over‑year to add $14 million and adjusted EBITDA surging 28.6% to the highest Q3 level since 2016, lifting the margin to 6.5%. Cost discipline narrowed SG&A to 20.8% of...
Village Farms International Inc (VFF) Q4 2025 Earnings Call Transcript
International Flavors & Fragrances (IFF) reported fourth‑quarter 2025 revenue of nearly $2.6 billion and EBITDA of $437 million, a 7% increase with margin expanding to 16.9%. Growth was driven by Health & Biosciences, Scent and Taste, while Food Ingredients sales slipped 4%...
Whitehawk Therapeutics Inc (WHWK) Q4 2025 Earnings Call Transcript
WhiteHorse Therapeutics reported Q4 2025 net investment income of $6.6 million, up 8% from the prior quarter, and NAV per share increased 2.4% to $11.68. The board expanded the share‑repurchase program by $7.5 million, leaving $15 million of authorization available, and declared a...
Zedge Inc (ZDGE) Q2 2026 Earnings Call Transcript
QuinStreet reported a record $287.8 million Q2 revenue, topping expectations despite the seasonally weak quarter. The company’s Homebody acquisition, completed for $115 million, is projected to add at least $30 million of adjusted EBITDA and push the home services run rate to $400‑$500 million....
TIC Solutions Inc (TIC) Q4 2025 Earnings Call Transcript
UL Solutions reported a record $3.1 billion full‑year revenue in 2025, up 6.4% overall and 6.2% organically, while Q4 revenue rose modestly to $789 million. Adjusted EBITDA grew 20.7% to a 25.9% margin, with Q4 EBITDA margin expanding to 27.5% after a...
Runway Growth Finance Corp (RWAY) Q4 2025 Earnings Call Transcript
Runway Growth Finance Corp announced a NAV‑for‑NAV merger with SWK Holdings that will add roughly $242 million of assets, pushing healthcare and life‑sciences exposure from 14% to about 31% of the portfolio. Management expects mid‑single‑digit net investment income accretion in the...
BuzzFeed Inc (BZFD) Q4 2025 Earnings Call Transcript
Urban One (formerly BuzzFeed Inc) reported Q4 2025 consolidated revenue of $97.8 million, a 16.5% year‑over‑year decline, and a net loss of $54.4 million. Adjusted EBITDA dropped 41.8% to $15.6 million, while non‑cash impairment charges of $55.3 million were dominated by a $53.1 million hit...
Mission Produce Inc (AVO) Q1 2026 Earnings Call Transcript
Mission Produce reported record first‑quarter revenue of $334.2 million, a 29% year‑over‑year increase driven by higher avocado volumes and a 25% price lift. The Marketing & Distribution segment grew 32% while the International Farming segment turned EBITDA positive, reflecting strong blueberry...
Turtle Beach Corp (TBCH) Q4 2025 Earnings Call Transcript
Turtle Beach Corp reported Q4 2025 revenue of $118 million, a 19% year‑over‑year decline, while gross margin surged to 40.1%, the strongest quarterly level since 2018. Net income fell to $17.6 million and adjusted EBITDA dropped 21%, but operating expenses were trimmed...
America's CAR-MART Inc (CRMT) Q3 2026 Earnings Call Transcript
CAR‑MART Inc. reported a mixed Q3 2026 performance, with gross margin expanding to 36.6% and interest income rising 7.5%, while total revenue slipped 1.9% to $341.3 million due to a 5.7% drop in retail unit sales. Digital adoption accelerated: collections grew...
Heartbeam Inc (BEAT) Q4 2025 Earnings Call Transcript
Heartbeam Inc. reported Q4 2025 revenue of $704 million, a 7% year‑over‑year increase, driven by double‑digit growth in Advanced Computing & Connectivity, Medical, and Aerospace & Defense. Non‑GAAP EPS rose to $0.71, beating the top of the guidance range, while gross...
GPGI Inc (GPGI) Q4 2025 Earnings Call Transcript
Genpact reported record fiscal 2025 results, delivering $5.08 billion in revenue, a 6.6% increase year‑over‑year. Advanced Technology Solutions grew 17% to $1.2 billion, now representing 24% of total revenue and driving the majority of margin expansion. Adjusted diluted EPS rose 11% to...
Cion Investment Corp (CION) Q4 2025 Earnings Call Transcript
CION Investment Corp reported Q2 2025 net investment income of $0.32 per share, down from $0.36, while NAV rose 1.5% to $14.50 per share driven by equity revaluations in Longview Power and David’s Bridal. The board approved a $20 million increase...
Vaxart Inc (VXRT) Q4 2025 Earnings Call Transcript
Vertex Pharmaceuticals reported Q4 2025 revenue of $3.2 billion, a 10% quarterly increase, and $12 billion for the full year, up 9% year‑over‑year. Gross margin reached 85.7% and non‑GAAP net income rose 24% to $1.3 billion, underscoring strong profitability. New product...
WM Technology Inc (MAPS) Q4 2025 Earnings Call Transcript
Waste Management (WM) reported a record 30% operating EBITDA margin for 2024, driven by over 10% legacy EBITDA growth, aggressive cost discipline, and automation upgrades across its recycling network. The company completed the Stericycle acquisition, targeting $250 million in synergies and...
Vuzix Corp (VUZI) Q4 2025 Earnings Call Transcript
Vuzix Corp reported $5.8 million in 2024 revenue, a 58% drop year‑over‑year, as sales of its legacy M400 smart glasses fell sharply. The company highlighted a strategic partnership with Quanta Computer, which includes a $20 million multi‑phase investment to mass‑produce Vuzix waveguide...
Sunrise Realty Trust Inc (SUNS) Q4 2025 Earnings Call Transcript
Sunrise Realty Trust reported $247 million in loan commitments and $224 million funded in 2025, generating $0.27 per share in distributable earnings, down $0.03 due to the Thompson Hotel loan being placed on non‑accrual and subsequently foreclosed. The board declared a $0.30...
Harvard Bioscience Inc (HBIO) Q4 2025 Earnings Call Transcript
Harvard Bioscience reported Q4 2025 net sales of $693 million, a 3.9% increase year‑over‑year, driven primarily by an 8.4% rise in Clinical Diagnostics revenue. Life Science sales fell 2.6% as academic and biotech funding remained constrained, while the ddPCR portfolio...
Alliance Laundry Holdings Inc (ALH) Q4 2025 Earnings Call Transcript
Alliance Laundry Holdings reported a mixed Q4 2025 performance, with bookings surging 42% sequentially to $540 million while revenue slipped to $923 million due to lower shipments and $40 million in tariff costs. Operating cash flow improved to $57 million,...
Joint Corp (JYNT) Q4 2025 Earnings Call Transcript
The Joint Corp reported Q4 2025 revenue of $15.2 million, up 3%, while system‑wide sales fell 3.9% to $140 million and were flat for the year. Adjusted EBITDA improved 7.8% quarter‑over‑quarter and 13.9% year‑over‑year, delivering a $1 million quarterly net profit after a...
Universal Electronics Inc (UEIC) Q4 2025 Earnings Call Transcript
Universal Electronics reported Q3 2025 net sales of $90.6 million, an 11% YoY decline driven by a 20% drop in home‑entertainment revenue while connected‑home sales rose 13% to $29.8 million. Gross margin fell to 29.1% because of a 120‑basis‑point tariff headwind, and...
PagerDuty Inc (PD) Q4 2026 Earnings Call Transcript
PagerDuty reported Q3 revenue of $125 million, a 5% year‑over‑year increase, and ARR of $497 million, up 3%. Non‑GAAP operating margin surged to 29% from 21% a year earlier, while GAAP net income reached $160 million aided by a one‑time tax benefit. The...
Karat Packaging Inc (KRT) Q4 2025 Earnings Call Transcript
Karat Packaging reported third‑quarter 2025 net sales of $124.5 million, up 10.4% year‑over‑year, driven by volume growth and a favorable product mix. Gross margin slipped to 34.5% as import duties and higher freight costs rose to 14.4% of sales. Operating income...
Nektar Therapeutics (NKTR) Q4 2025 Earnings Call Transcript
Nektar Therapeutics reported strong Q4 2020 results, highlighting robust progress on its cytokine platform. The IL‑2 agonist BEMPEG demonstrated a median progression‑free survival of 30.9 months in melanoma and is now enrolled in six registrational trials across melanoma, renal, bladder,...
Mach Natural Resources LP (MNR) Q4 2025 Earnings Call Transcript
Mach Natural Resources (MNR) reported a strategic pivot in 2025, selling four non‑core businesses for roughly $150 million and channeling $65 million into an expanding aviation‑rental platform now comprising 26 assets. Total revenue fell 6% year‑over‑year to $9.5 million in Q4, while the...
Urban One Inc (UONEK) Q4 2025 Earnings Call Transcript
Urban One reported a 16% drop in consolidated net revenue to $92.7 million and a 44% decline in adjusted EBITDA to $14.2 million for the quarter. Digital EBITDA fell to $0.8 million from $5.3 million a year earlier, while Reach Media revenue slumped 40%...
Identiv Inc (INVE) Q4 2025 Earnings Call Transcript
InvenTrust Properties Corp. reported a 5.3% rise in same‑property NOI for 2025, delivering NAREIT FFO of $1.89 per share and core FFO of $1.83 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt...
Funko Inc (FNKO) Q4 2025 Earnings Call Transcript
Alliance Entertainment reported Q4 2025 net income of $9.4 million, up from $7.1 million a year earlier, driven by higher margins and a shift toward premium physical media and collectibles. Adjusted EBITDA rose to $18.5 million and gross margin expanded...
Allogene Therapeutics Inc (ALLO) Q4 2025 Earnings Call Transcript
Alto Ingredients reported a Q4 2025 net income of $21.5 million, a $63.5 million year‑over‑year improvement, and adjusted EBITDA of $27.9 million, up $35.6 million. Gross profit rose to $15.2 million despite a $4 million dip in net sales, driven by higher crush margins, premium renewable‑fuel...
El Pollo Loco Holdings Inc (LOCO) Q4 2025 Earnings Call Transcript
El Pollo Loco reported a modest 3% revenue increase to $125.8 million in Q2 2025, while restaurant contribution margin rose to 19.1%, up 50 basis points. Digital sales grew sharply, representing 25.5% of total sales, and franchise revenue surged 14.8% year‑over‑year. The...
Sachem Capital Corp (SACH) Q4 2025 Earnings Call Transcript
Stellus Capital reported Q4 GAAP net investment income of $0.29 per share and total realized income of $0.48 per share, while NAV per share slipped $0.23 due to dividend over‑payout and realized losses. The portfolio remained steady at $1.01 billion with...
Heritage Global Inc (HGBL) Q4 2025 Earnings Call Transcript
Hercules Capital reported record Q4 2025 performance, originating $1.06 billion in new debt and reaching $4 billion in annual originations. Assets under management grew 20.5% to $5.7 billion, while total investment income rose 7.9% to $532.5 million. The firm maintained a disciplined balance sheet...
Chicago Atlantic Real Estate Finance Inc (REFI) Q4 2025 Earnings Call Transcript
Chicago Atlantic Real Estate Finance (REFI) reported a 5.1% drop in net interest income to $13.7 million and a modest decline in distributable earnings per share to 50¢ basic. The loan portfolio remained at $400 million with a weighted‑average yield of 16.5%...
Limoneira Co (LMNR) Q1 2026 Earnings Call Transcript
Limoneira reported a 47% drop in first‑quarter revenue to $18.2 million as the company transitions lemon sales to a Sunkist partnership, shifting volume to later quarters. Adjusted net loss widened to $8.5 million, or $0.48 per diluted share, while non‑GAAP adjusted EBITDA...