Motley Fool – Earnings Transcripts
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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 disclosed.
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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
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
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
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
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
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
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
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 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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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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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
Interface Inc (TILE) Q4 2025 Earnings Call Transcript
Interface Inc. reported third‑quarter net sales of $364.5 million, a 5.9% increase year over year and 4.2% on a currency‑neutral basis. Adjusted gross profit margin rose 208 basis points to 39.5%, while adjusted operating income grew 24.5% to $54.1 million and EPS...
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News•Feb 24, 2026
Leonardo DRS Inc (DRS) Q4 2025 Earnings Call Transcript
Leonardo DRS reported Q2 FY2025 revenue of $829 million, up 10% year‑over‑year, and adjusted EBITDA of $96 million, expanding margin to 11.6%. Bookings reached $853 million with a 1.0 book‑to‑bill ratio and total backlog grew 9% to $8.6 billion. The company raised its full‑year...
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News•Feb 24, 2026
Cipher Mining Inc (CIFR) Q4 2025 Earnings Call Transcript
Chimera Investment Corporation reported Q4 2025 GAAP net income of $7 million ($0.08 per share) and a full‑year profit of $144 million. The board increased the quarterly dividend 22% to $0.45 and signaled it will remain at that level through 2026. Integration...
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News•Feb 24, 2026
Astronics Corp (ATRO) Q4 2025 Earnings Call Transcript
Astronics Corp reported record fourth‑quarter 2025 results, with revenue of $240 million, a 15 percent year‑over‑year increase, and operating margin expanding to 14.8 percent. Net income turned positive at $29 million, driven by higher gross profit, cost reductions in SG&A, and successful pricing initiatives...
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News•Feb 24, 2026
Globus Medical Inc (GMED) Q4 2025 Earnings Call Transcript
Globus Medical reported a record $2.519 billion revenue for 2024, up 61% year‑over‑year, and a non‑GAAP EPS of $3.04, a 31% increase. Free cash flow surged 145% to $405 million, allowing the company to eliminate its remaining $1 billion merger debt by Q1 2025....
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News•Feb 24, 2026
NexPoint Residential Trust Inc (NXRT) Q4 2025 Earnings Call Transcript
NexPoint Residential Trust reported a narrowed Q3 2025 net loss of $7.8 million, or $0.31 per diluted share, while total revenue slipped to $62.8 million. Same‑store NOI rose 3.5% to $38.8 million, driven by a 6.3% drop in operating expenses and a $72...
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News•Feb 24, 2026
Camping World Holdings Inc (CWH) Q4 2025 Earnings Call Transcript
CTS Corporation reported fourth‑quarter 2025 revenue of $137 million, a 9% year‑over‑year increase, while sequentially falling 4%. Diversified end markets now represent 59% of total revenue, growing 16% YoY, driven by strong medical (+41% Q4) and industrial (+16% Q4) performance. Adjusted...
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News•Feb 24, 2026
First Watch Restaurant Group Inc (FWRG) Q4 2025 Earnings Call Transcript
Restaurant Brands International reported 2.4% comparable sales growth and 5.3% system‑wide sales increase for 2025, delivering 8.3% organic adjusted operating income growth and a 10.7% rise in adjusted EPS to $3.69. Net restaurant growth slowed to 2.9%, the lowest point...
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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
Brightstar Lottery PLC (BRSL) Q4 2025 Earnings Call Transcript
Brightstar Lottery PLC posted a Q4 2025 GAAP net loss of $14.4 million ($0.12 per share) but generated adjusted distributable earnings of $19.3 million ($0.15 per share). The loan portfolio grew 13% to $2.7 billion, driven by 32 new originations and a record‑high...
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News•Feb 24, 2026
Elanco Animal Health Inc (ELAN) Q4 2025 Earnings Call Transcript
Elanco Animal Health reported fourth‑quarter 2024 revenue of $1.02 billion, a 1% decline on a reported basis but a 4% organic constant‑currency increase. The company highlighted six newly launched products, including Zenrelia and Credelio Quattro, driving $461 million of innovation revenue that exceeded...
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News•Feb 24, 2026
Keurig Dr Pepper Inc (KDP) Q4 2025 Earnings Call Transcript
Hershey (HSY) outlined a robust 2026 outlook, targeting 4‑5% net‑sales growth and 30‑35% earnings expansion. Management highlighted a 41% gross‑margin goal, supported by cocoa hedges that sit above current spot prices. The salty‑snacks segment posted 18% organic growth in Q4,...
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News•Feb 24, 2026
Establishment Labs Holdings Inc (ESTA) Q4 2025 Earnings Call Transcript
Establishment Labs reported $53.8 million revenue for Q3 2025, a 33.7% year‑over‑year increase, and achieved a 70.1% gross profit margin, the first time surpassing the 70% benchmark. The company posted its inaugural positive adjusted EBITDA of $1.2 million, reversing losses of...
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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
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
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
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
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
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
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
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
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
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
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
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
Tigo Energy Inc (TYGO) Q4 2025 Earnings Call Transcript
Tigo Energy reported Q3 2025 revenue of $30.6 million, up 115% year‑over‑year and 27% sequentially, driven by a 68% jump in U.S. sales and strong repowering demand. The company returned to GAAP operating profitability with $0.6 million operating income 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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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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News•Feb 23, 2026
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...
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News•Feb 23, 2026
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%...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
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,...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
Backblaze Inc (BLZE) Q4 2025 Earnings Call Transcript
BlackLine reported Q4 2025 revenue of $183 million, an 8% increase year‑over‑year, and total ARR of $702 million, up nearly 10%. Bookings surged 22% to a record level, with three‑quarters coming from existing customers, while platform pricing adoption rose to 11% of...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
BWX Technologies Inc (BWXT) Q4 2025 Earnings Call Transcript
BWX Technologies reported $866 million revenue for the quarter, a 29% year‑over‑year increase, propelled by strong performance in both government and commercial segments. The company’s backlog surged to $7.4 billion, up 119% YoY, delivering a book‑to‑bill ratio of 2.6. Commercial operations exploded...
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News•Feb 23, 2026
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...
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News•Feb 23, 2026
Tarsus Pharmaceuticals Inc (TARS) Q4 2025 Earnings Call Transcript
Tarsus Pharmaceuticals reported record 2025 net product sales of $451.4 million, driven by XDEMVY adoption, and issued its first full‑year 2026 guidance forecasting $670‑$700 million, implying over 50% revenue growth. The company highlighted a 44% gross‑to‑net discount, a robust DTC campaign that...
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News•Feb 23, 2026
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...
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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
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 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
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
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
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 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
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
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
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
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.
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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
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
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...
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
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...
Motley Fool – Earnings Transcripts