TransMedics Group Q4 Earnings Call Highlights
TransMedics Group (NASDAQ:TMDX) reported fourth-quarter and full-year 2025 results that management described as the company’s strongest operational performance to date, following what it characterized as a seasonally softer third quarter in U.S. transplant activity. On the call, executives emphasized continued adoption of the company’s Organ Care System (OCS) and its National OCS Program (NOP) services, […]
Amarin Q4 Earnings Call Highlights
Amarin (NASDAQ:AMRN) executives told investors that 2025 marked a “substantial achievement” year as the company advanced a strategic pivot toward a more partnered international commercial model and executed a global restructuring aimed at lowering its operating expense base. On the company’s fourth-quarter and full-year 2025 earnings call, management highlighted a new long-term agreement with Recordati […]
nLight Q4 Earnings Call Highlights
nLight (NASDAQ:LASR) executives highlighted strong aerospace and defense-driven growth in 2025, alongside higher profitability and a strengthened balance sheet, during the company’s fourth-quarter and year-end earnings call. Management also detailed a strategic shift away from legacy industrial markets and outlined investments aimed at expanding capacity for directed energy and sensing opportunities. 2025 results driven by […]
Telefonica Q4 Earnings Call Highlights
Telefonica (NYSE:TEF) reported its January-to-December 2025 results and outlined 2026 priorities, emphasizing that it “delivered on all its 2025 commitments” while exiting the year with “improving momentum,” according to Chairman and CEO Marc Murtra. Murtra said the group’s “Transform & Grow” strategy—presented at the company’s Capital Markets Day in November—centers on enhancing customer experience, expanding […]
St. James’s Place H2 Earnings Call Highlights
St. James’s Place (LON:STJ) executives used the company’s full-year 2025 results Q&A session to highlight what Chief Executive Officer Mark FitzPatrick described as a year of “strong delivery and execution,” alongside progress on strategic initiatives ranging from a new charging structure to a multi-year historic service review and a stepped-up shareholder returns framework. Financial performance […]
Whitecap Resources Q4 Earnings Call Highlights
Whitecap Resources (TSE:WCP) executives told investors the company delivered “transformational” results in 2025 following its combination with Veren Inc., highlighting higher production per share, improved margins despite weaker commodity prices, and sizable shareholder returns supported by free cash flow. Operational and financial highlights President and CEO Grant Fagerheim said Whitecap exited 2025 with strong momentum, […]
Figure Technology Solutions Q4 Earnings Call Highlights
Figure Technology Solutions (NASDAQ:FIGR) executives used the company’s fourth quarter and full year 2025 earnings call to outline priorities for 2026, emphasizing continued marketplace scale, product expansion into new asset categories, and further development of its blockchain-based ecosystem. Management said the quarter’s reported results were consistent with a preview provided earlier in the month. Three […]
Life Time Group Q4 Earnings Call Highlights
Life Time Group (NYSE:LTH) reported fourth-quarter and full-year 2025 results that management said reflected continued execution inside its centers, improving unit-level trends, and strong cash generation. Executives also outlined an accelerated development pipeline, plans for significant growth capital spending, and a newly approved share repurchase authorization. Fourth-quarter revenue growth, higher dues, and margin expansion In […]
Global Industrial Q4 Earnings Call Highlights
Global Industrial (NYSE:GIC) said it closed out fiscal 2025 with improving sales momentum, margin expansion, and continued shareholder returns, while also laying out a series of organizational and go-to-market changes intended to support more profitable growth. On the company’s fourth-quarter earnings call, CEO Anesa Chaibi described 2025 as “a year of significant progress” that included […]
Dalrymple Bay Infrastructure H2 Earnings Call Highlights
Dalrymple Bay Infrastructure (ASX:DBI) reported higher earnings and lifted distribution guidance following the completion of a capital allocation review, as management highlighted improved operating performance, a major debt refinancing, and continued progress on its non-expansionary capital program (NECAP). FY25 financial performance and distributions Chief Executive Officer Michael Riches said DBI “continued to improve” financial performance […]
Virgin Australia H1 Earnings Call Highlights
Virgin Australia (ASX:VGN) executives used the company’s first-half FY2026 earnings call to highlight stronger-than-expected unit revenue growth, continued margin expansion, and a balance sheet positioned to fund a step-up in aircraft investment in the second half. Chief Executive Officer and Managing Director Dave Emerson said the airline’s ambition remained “to be Australia’s most loved airline,” […]
Nanosonics H1 Earnings Call Highlights
Nanosonics (ASX:NAN) management said the company delivered “another really good and positive half” in the first half of FY26, pointing to disciplined revenue growth, operating leverage, and progress on commercialization plans for its endoscope cleaning device, CORIS. Financial performance: revenue growth and operating leverage CEO and President Michael Kavanagh said first-half revenue rose 9% versus […]
Adore Beauty Group H1 Earnings Call Highlights
Adore Beauty Group (ASX:ABY) reported a strong start to FY26, with management pointing to improving profitability, accelerating new customer growth, and early traction from its expanding omnichannel strategy during the 26 weeks ended 28 December 2025. Record underlying EBITDA and revenue growth CEO Sacha Laing said the group delivered “record underlying profit” despite what she […]
FINEOS H2 Earnings Call Highlights
FINEOS (ASX:FCL) executives highlighted improved profitability, stronger cash generation, and continued progress shifting the business toward higher-margin recurring subscription revenue during the company’s FY25 full-year results briefing. CEO Michael Kelly and CFO Ian Lynagh also outlined FY26 revenue guidance and reiterated medium-term margin and mix targets, while discussing industry demand for legacy system replacement and […]
SiBone Q4 Earnings Call Highlights
SiBone (NASDAQ:SIBN) executives highlighted record revenue, increased physician adoption, and a shift to profitability metrics in the company’s fourth-quarter 2025 earnings call, while outlining growth initiatives tied to reimbursement tailwinds, new product launches, and an expanded commercial footprint entering 2026. Fourth-quarter and full-year results For the fourth quarter ended Dec. 31, 2025, SI-BONE reported worldwide […]
ACV Auctions Q4 Earnings Call Highlights
ACV Auctions (NASDAQ:ACVA) said it delivered fourth-quarter revenue at the high end of its guidance range and adjusted EBITDA above the high end, citing “solid execution” in its dealer wholesale business despite what management described as challenging market conditions. Quarterly performance and 2026 outlook Chief Executive Officer George Chamoun said fourth-quarter revenue was $184 million, […]
Cannae Q4 Earnings Call Highlights
Cannae (NYSE:CNNE) used its fourth-quarter and full-year 2025 earnings call to highlight portfolio changes, capital returns, and a newly articulated strategy aimed at improving transparency and narrowing the company’s investment focus. Management also reviewed 2025 operating results, liquidity, and several portfolio developments, including activity at its largest investment, Black Knight Football Club. Portfolio actions and […]
Coles Group H1 Earnings Call Highlights
Coles Group (ASX:COL) executives highlighted strong supermarkets earnings growth, continued sales momentum and a sharp lift in customer satisfaction as the company delivered its half-year results in a “competitive operating environment,” Managing Director and CEO Leah Weckert told investors. Weckert said e-commerce was a “key contributor again,” with supermarkets online revenue up 27% during the […]
UL Solutions Q4 Earnings Call Highlights
UL Solutions (NYSE:ULS) management said the company closed out a “record year” in 2025, with results that exceeded guidance and reflected what CEO Jenny Scanlon described as resilience amid trade policy shifts and geopolitical uncertainty. Executives emphasized balanced demand across segments and regions, continued progress in profitability, and strong cash flow generation while maintaining an […]
Nexstar Media Group Q4 Earnings Call Highlights
Nexstar Media Group (NASDAQ:NXST) executives said the company ended 2025 with “strong execution and bold strategic action,” while laying out priorities for 2026 that include closing its proposed acquisition of TEGNA, capitalizing on the return of midterm-cycle political advertising, expanding digital revenue, and continuing cost rationalization efforts. TEGNA deal timeline and regulatory process Founder, Chairman, […]
NetApp Q3 Earnings Call Highlights
NetApp (NASDAQ:NTAP) reported fiscal third-quarter 2026 results that management said reflected accelerating growth and record profitability, while also outlining how the company is responding to “unprecedented inflation” in memory prices. Quarterly results topped guidance as revenue grew 4% CEO George Kurian said NetApp delivered “another strong quarter,” with revenue of $1.71 billion, up 4% year-over-year. […]
Revolve Group Q4 Earnings Call Highlights
Revolve Group (NYSE:RVLV) executives struck an upbeat tone on the company’s fourth quarter and full-year 2025 earnings call, pointing to accelerating revenue growth, margin expansion, and rising profitability while continuing to invest in initiatives spanning owned brands, artificial intelligence, international growth, and physical retail. Fourth-quarter results show improved growth and margin expansion Co-founder and co-CEO […]
AUTO1 Group Q4 Earnings Call Highlights
AUTO1 Group (LON:0A9L) used its fourth-quarter and full-year 2025 earnings call to highlight record volumes, profitability, and market share gains, alongside a 2026 outlook that targets up to one million vehicles sold. CEO and co-founder Christian Bertermann and newly appointed CFO Christian Wallentin said the company is now “leveraging” more than a decade of investment […]
Definitive Healthcare Q4 Earnings Call Highlights
Definitive Healthcare (NASDAQ:DH) reported fourth-quarter 2025 results that management said landed at or above the high end of its guidance ranges, while outlining continued work to improve retention and rebuild a path to sustainable revenue growth. Q4 results and full-year performance Total revenue in the fourth quarter was $61.5 million, down 1% year-over-year, with adjusted […]
Innodata Q4 Earnings Call Highlights
Innodata (NASDAQ:INOD) executives said the company closed fiscal 2025 with strong fourth-quarter results, driven by continued demand for data engineering across the generative AI lifecycle and supported by ongoing investments in capacity and innovation. Management also provided an initial outlook for 2026, calling for year-over-year revenue growth of approximately 35% or more based on current […]
Texas Pacific Land Q4 Earnings Call Highlights
Texas Pacific Land (NYSE:TPL) management highlighted record quarterly and full-year operating results in its fourth-quarter 2025 earnings call, pointing to continued growth in royalties and water-related businesses even as oil prices declined versus prior years. Executives also provided updates on two “next-generation” initiatives—data center development and produced water desalination—while emphasizing the company’s debt-free balance sheet […]
Fox Factory Q4 Earnings Call Highlights
Fox Factory (NASDAQ:FOXF) used its fourth-quarter 2025 earnings call to outline a multi-phase plan aimed at rebuilding profitability in 2026, even as the company anticipates a lower revenue base tied to divestitures, product line rationalization, and a modestly softer market environment. Chief Executive Officer Mike Dennison said full-year 2025 sales totaled $1.47 billion, up 5.3%, […]
Nautilus Biotechnology Q4 Earnings Call Highlights
Nautilus Biotechnology (NASDAQ:NAUT) used its fourth-quarter 2025 earnings call to highlight recent steps toward commercialization of its proteomics platform, alongside continued cost reductions and updated expectations for 2026 spending and revenue. Management said 2025 closed with “tangible progress” across product development, external collaborations, and early customer engagement, including the public debut of its Voyager instrument […]
Southern Q4 Earnings Call Highlights
Southern (NYSE:SO) executives used the company’s fourth-quarter 2025 earnings call to highlight a year of adjusted results at the top end of guidance, accelerating demand growth led by large-load customers such as data centers, and a materially larger capital plan aimed at meeting projected load while emphasizing rate stability and credit quality. 2025 results and […]
Haleon H2 Earnings Call Highlights
Haleon (NYSE:HLN) executives fielded questions from analysts following the company’s fiscal year 2025 results, focusing on the outlook for organic sales growth, the impact of a soft cold and flu season, steps being taken to improve performance in the U.S., and how productivity gains are funding investment behind brands and innovation. 2026 outlook: 3%–5% organic […]
St. James’s Place H2 Earnings Call Highlights
St. James's Place (LON:STJ) management used its 2025 full-year results presentation to highlight stronger client flows, rising funds under management, and progress on several major transformation programs, including the rollout of a new charging structure and work to address historic ongoing service evidence issues. Flows and funds under management rose sharply Management said 2025 provided […]
Data I/O Q4 Earnings Call Highlights
Data I/O (NASDAQ:DAIO) executives said the company’s 2025 results reflected a difficult operating environment, but emphasized progress on a multi-pronged transformation initiative that management believes has moved ahead of schedule. On the company’s fourth quarter 2025 earnings call, President and CEO Bill Wentworth said Data I/O continued investing in its platform and operational upgrades despite […]
Hammerson H2 Earnings Call Highlights
Hammerson (LON:HMSO) reported full-year 2025 results that management said were ahead of consensus, highlighting strong growth in net rental income, improved portfolio valuations, and a positive outlook for 2026 and beyond. CEO Rob Wilkinson, who joined the company in January, said his early visits to Hammerson’s 10 “flagship destination” assets underscored the scale of the […]
AMC Entertainment Q4 Earnings Call Highlights
AMC Entertainment (NYSE:AMC) executives used the company’s fourth-quarter and full-year 2025 earnings webcast to outline what they described as meaningful operational progress in a still uneven theatrical recovery, while emphasizing the company’s operating leverage and ongoing efforts to extend debt maturities and strengthen liquidity. CEO highlights fourth-quarter performance and industry outperformance Chairman and CEO Adam […]
Caris Life Sciences Q4 Earnings Call Highlights
Caris Life Sciences (NASDAQ:CAI) reported a record fourth quarter in its first full year as a public company, driven by strong growth in its molecular profiling business and improved profitability. Management also outlined plans to reinvest in commercial expansion and product development in 2026, while maintaining positive adjusted EBITDA and free cash flow. Fourth-quarter results […]
Count H1 Earnings Call Highlights
Count (ASX:CUP) outlined a strong first-half performance for FY2026, pointing to momentum across its three operating segments—wealth, equity partnerships and services—and citing operating leverage, disciplined cost management and continued acquisition activity as key drivers. Financial highlights and dividend increase Managing Director and CEO Hugh Humphrey said the first-half result represented the “clearest and strongest validation” […]
Offerpad Solutions Q4 Earnings Call Highlights
Offerpad Solutions (NYSE:OPAD) used its fourth-quarter and full-year 2025 earnings call to outline a strategy centered on disciplined capital deployment, expanding beyond a single-product iBuyer model, and building what management described as a four-solution real estate platform. Executives also pointed to early 2026 operating momentum, including a sharp increase in signed contracts, while reiterating a […]
Integral Diagnostics H1 Earnings Call Highlights
Integral Diagnostics (ASX:IDX) executives said the company delivered “another strong set of results” in the first half of fiscal 2026, highlighting solid revenue growth, margin expansion, and faster-than-expected merger synergies from its Capitol acquisition. First-half performance and key metrics Chief Executive and Managing Director Ian Kadish said first-half revenue rose 55.6% to AUD 393.5 million, […]
SomnoMed H1 Earnings Call Highlights
SomnoMed (ASX:SOM) reported record first-half FY 2026 revenue and improved profitability, with management describing the period as one of “disciplined execution and continued growth across our core markets.” Co-CEOs Karen Borg and Amrita Blickstead, alongside CFO Yi-Fei Goh, outlined results that showed higher earnings, ongoing investment in manufacturing and R&D, and continued work to advance […]
Tasmea H1 Earnings Call Highlights
Tasmea (ASX:TEA) executives told investors the company delivered a strong first-half result and reiterated full-year earnings guidance, citing continued organic growth, early benefits from acquisitions, and a highly visible second-half workload supported by long-term customer agreements and a growing order book. Half-year performance and guidance reaffirmed Managing Director Stephen Young said underlying EBIT for the […]
Autodesk Q4 Earnings Call Highlights
Autodesk (NASDAQ:ADSK) executives said the company finished fiscal 2026 with results above the high end of its guidance ranges, while outlining fiscal 2027 expectations that incorporate caution around near-term disruption from sales and go-to-market changes. Quarterly results exceeded guidance as transaction-model effects continued CEO Andrew Anagnost said Autodesk delivered “strong fiscal 2026 results” with billings, […]
Mach7 Technologies H1 Earnings Call Highlights
Mach7 Technologies (ASX:M7T) executives used the company’s first-half fiscal 2026 earnings call to frame the period as a deliberate “reset” aimed at rebuilding commercial execution, sharpening product strategy, and tightening cost discipline, while acknowledging that the transition contributed to weaker reported revenue. Management frames first-half as a “reset” focused on sales execution CEO Teri Thomas […]
Vulcan Steel H1 Earnings Call Highlights
Vulcan Steel (ASX:VSL) reported its half-year FY26 results and provided an update on trading conditions in Australia and New Zealand, with management highlighting the contribution from the Roofing Industries acquisition, ongoing margin pressure across parts of the business, and early signs of improving activity in both markets. Half-year performance and acquisition contribution Management said revenue […]
Bapcor H1 Earnings Call Highlights
Bapcor (ASX:BAP) outlined a difficult first-half performance and a balance sheet reset in an earnings update led by newly appointed CEO Christopher Wilesmith, who said he had been in the role for four weeks. Joined by CFO Kim Kerr, management pointed to weakening trading conditions across all operating segments, a large New Zealand goodwill impairment, […]
Pacific Current Group H1 Earnings Call Highlights
Pacific Current Group (ASX:PAC) outlined a first-half FY2026 result marked by lower underlying profit but continued capital management and portfolio simplification, according to management’s update covering the six months ended Dec. 31, 2025. First-half profit down; dividend increased The company reported underlying net profit after tax (NPAT) of AUD 6.7 million, down from AUD 15.3 […]
Summit Therapeutics Q4 Earnings Call Highlights
Summit Therapeutics (NASDAQ:SMMT) executives used the company’s Q4 and year-end 2025 earnings call to highlight continued clinical progress for ivonescimab, a PD-1/VEGF bispecific antibody, and to outline near-term trial milestones and commercialization preparations ahead of an FDA decision on its first U.S. biologics license application (BLA). HARMONi-3 amended to add interim PFS analysis for squamous […]
Climb Global Solutions Q4 Earnings Call Highlights
Climb Global Solutions (NASDAQ:CLMB) management highlighted “record results across all key financial metrics” for 2025, alongside a slate of channel and portfolio developments, during its conference call covering fourth-quarter and full-year results ended Dec. 31, 2025. CEO Dale Foster credited the company’s performance to continued organic growth efforts, including deeper relationships with existing vendors and […]
Corcept Therapeutics Q4 Earnings Call Highlights
Corcept Therapeutics (NASDAQ:CORT) reported higher revenue in 2025 and issued 2026 guidance as executives used the company’s fourth-quarter earnings call to address two major setbacks: an adverse appellate court decision related to Korlym patents and the FDA’s complete response letter (CRL) for relacorilant in Cushing’s syndrome. Financial results and 2026 guidance Chief Financial Officer Atabak […]
Centuria Capital Group H1 Earnings Call Highlights
Centuria Capital Group (ASX:CNI) executives used the company’s latest earnings briefing to emphasize “repeatable earnings growth” in the first half, pointing to a diversified platform, higher transaction activity across property, and disciplined growth in private credit. Joint CEO John McBain said the half improved forward earnings visibility and supported an upgrade to operating earnings guidance […]
EBOS Group H1 Earnings Call Highlights
EBOS Group (ASX:EBO) used its FY2026 first-half results call to reaffirm full-year earnings guidance while highlighting progress on its distribution centre (DC) renewal program, continued revenue momentum in healthcare and animal care, and expectations for stronger cash flow once peak investment tapers off. Guidance reaffirmed as EBITDA rises and revenue jumps Group CEO Adam Hall […]
last updated on 27 Feb 09:11