Innoviz Technologies (NASDAQ:INVZ) used its fourth-quarter and full-year 2025 earnings call to highlight what management described as a “pivotal year” marked by record revenue, improved margins, lower operating expenses, and expanded customer engagement across both automotive autonomy programs and non-automotive “Physical AI” applications. 2025 performance: record revenue, improving margins, and lower OpEx CEO Omer Keilaf […]

Camping World (NYSE:CWH) executives used the company’s fourth-quarter and full-year 2025 earnings call to highlight improved full-year operating performance, while also laying out a 2026 plan centered on faster inventory turns, tighter cost controls, and accelerated growth at Good Sam. Management also discussed near-term disruptions from severe weather and announced a shift in capital allocation […]

Carter’s (NYSE:CRI) executives said the company ended fiscal 2025 with improving demand trends and its first year-over-year revenue increase since 2021, while acknowledging that profitability remained pressured by tariffs and higher product costs. On the company’s fourth-quarter earnings call, CEO and President Doug Palladini and CFO/COO Richard Westenberger said results exceeded internal forecasts and management […]

First Solar (NASDAQ:FSLR) used its fourth-quarter and full-year 2025 earnings call to outline record shipment volumes, an expanding U.S. manufacturing footprint, and a 2026 outlook shaped by ongoing trade, regulatory, and policy uncertainty. Management emphasized that it has remained selective on contracting while prioritizing “contract certainty” in pricing and delivery amid shifting tariffs, pending investigations, […]

Vaxcyte (NASDAQ:PCVX) executives used the company’s fourth-quarter and full-year 2025 earnings call to highlight progress in late-stage development of its pneumococcal conjugate vaccine (PCV) franchise, expand on plans to restart development of its Group A Strep program, and outline a strengthened balance sheet following a recent equity raise. Focus on VAX-31 as the PCV market […]

Paragon Care (ASX:PGC) reported first-half results that management described as a “good solid” underlying performance, while statutory earnings were heavily affected by a board decision to fully provide for an outstanding receivable from the Infinity Group. On an underlying basis, the company posted revenue of AUD 1.9 billion, underlying EBITDA of AUD 49 million, and […]

BeFra executives highlighted steady improvement through 2025 and a stronger cash and leverage profile during the company’s fourth-quarter earnings call, even as management characterized the year as “complex” amid macro volatility, sociopolitical uncertainty and softer consumption trends in its core markets. Fourth-quarter results: modest sales growth, margin pressured by temporary factors President and CEO Andres […]

TopBuild (NYSE:BLD) reported fourth-quarter and full-year 2025 results while emphasizing a continued focus on acquisitions and operational execution amid ongoing softness in residential and light commercial end markets. Management said consumer confidence remains low, interest rates are elevated, and affordability continues to weigh on demand, but it reiterated confidence in long-term housing fundamentals and pointed […]

NextEd Group (ASX:NXD) management highlighted what it described as “tangible progress” in first-half FY2026 results, pointing to higher profitability, a structurally lower cost base and improved cash generation following a reset undertaken in FY2025. Chief Executive Officer Mark Kehoe said the period showed “clear evidence of earnings improvement,” supported by a shift toward higher-margin vocational […]

Wagners (ASX:WGN) executives told investors the company delivered good operating cash flows in the first half of FY2026, with higher capital expenditure largely directed toward growth projects across its construction materials and composites operations. CapEx focused on growth projects Management said increased capital expenditure in the period was mainly tied to growth initiatives. More than […]

Biome Australia (ASX:BIO) executives used the company’s earnings call to highlight record first-half financial results, continued market share gains in Australian community pharmacy, and progress on a new proprietary probiotic strain as the business expands its practitioner-led model into additional international markets. Record first-half results and operating leverage Chief Financial Officer Lauren presented what she […]

BRAEMAR HOTELS & RESORTS (NYSE:BHR) management reviewed fourth-quarter and full-year 2025 results on its earnings call, highlighting revenue growth driven by resort properties, the impact of major renovations at several hotels, and ongoing strategic activity including a company sale process and a completed asset sale. Company sale process and asset sale activity President and CEO […]

Alpha Metallurgical Resources (NYSE:AMR) outlined fourth quarter 2025 results and provided detailed commentary on market conditions, contracting activity, liquidity, and the ongoing ramp of its Kingston Wildcat low-vol mine during its earnings call. Fourth quarter results and full-year context Chief Executive Officer Andy Eidson said the company closed out a “challenging” 2025 marked by continued […]

Bank of Nova Scotia (NYSE:BNS) reported adjusted first-quarter fiscal 2026 earnings of CAD 2.7 billion, or CAD 2.05 per share, as management pointed to strong revenue growth, margin expansion, and expense discipline that offset higher impaired provisions for credit losses (PCLs) in a “challenging operating environment.” On the bank’s earnings call, President and CEO Scott […]

Golar LNG (NASDAQ:GLNG) reported fourth-quarter 2025 results highlighted by higher revenues, continued strong performance from its operating FLNG assets, and additional progress in Argentina and on financing. Management also emphasized expanding long-term cash flow visibility from its contracted portfolio, continued share repurchases, and a board-led strategic process intended to explore ways to enhance shareholder value […]

Compass Diversified (NYSE:CODI) executives emphasized a renewed focus on stabilizing operations, reducing leverage, and rebuilding investor confidence as they reviewed fiscal 2025 fourth-quarter results and outlined expectations for 2026. Chief Executive Officer Elias Sabo repeatedly described 2025 as a difficult year for the company, but argued that performance at the remaining subsidiaries demonstrated resilience after […]

CBIZ (NYSE:CBZ) executives struck an upbeat tone about the company’s positioning in the middle market while acknowledging that softer market conditions and post-merger productivity impacts weighed on 2025 organic growth, according to the company’s fourth quarter 2025 earnings call. Management emphasized progress integrating Marcum, including completing “the vast majority” of integration priorities, improving systems and […]

Woolworths Group (ASX:WOW) outlined a first-half performance it said reflected deliberate investment to rebuild customer momentum, alongside cost reductions and improving execution, during its FY2026 half-year results call covering the 27 weeks ended January 4, 2026. Group results: sales growth and higher underlying earnings, but significant items weighed on statutory profit Chief Executive Officer Amanda […]

Helloworld Travel (ASX:HLO) executives used the company’s first-half FY26 earnings call to highlight margin expansion, contributions from recent acquisitions, and a reaffirmed full-year earnings outlook, while also addressing airfare trends, New Zealand conditions, and the group’s approach to its large stake in Webjet. First-half performance: margin expansion and steady TTV amid falling fares Chief Executive […]

Burford Capital (NYSE:BUR) executives used the company’s fiscal year 2025 and fourth-quarter earnings call to highlight strong new business momentum and portfolio growth, while acknowledging that realization activity and reported income fell from the prior year amid slower case throughput and fewer “big, chunky” outcomes. New business strength and portfolio expansion Chief Executive Officer Christopher […]

Gemlife Communities Group (ASX:GLF) outlined a “milestone year” in its FY 2025 results presentation, marking its first full-year result since listing. Chief Executive Officer Adrian Puljich said the group delivered results “ahead of prospectus forecasts across all key financial metrics,” highlighting the role of GemLife’s vertically integrated model in supporting pricing, margins, and earnings visibility […]

Helia Group (ASX:HLI) reported a strong financial and operating performance for the 2025 full year, even as management pointed to significant industry and company-specific change, including the loss of its largest customer, Commonwealth Bank. On the earnings call, Interim CEO Michael Cant and Interim CFO Craig Ward attributed results largely to favorable economic conditions, very […]

Arcosa (NYSE:ACA) executives highlighted record full-year results, a major portfolio move, and continued strength in infrastructure- and power-related end markets during the company’s fourth quarter and full-year 2025 earnings call. Management also provided 2026 guidance and discussed expectations for construction materials, utility structures, and wind towers amid shifting near-term dynamics. Record 2025 performance and segment […]

Fresenius Medical Care AG & Co. KGaA (NYSE:FMS) used its fourth-quarter and full-year 2025 earnings call to highlight what CEO Helen Giza described as a “milestone year,” marked by a sharp improvement in profitability, accelerating savings from its FME25+ program, and progress on strategic initiatives that will shape results in 2026 and beyond. 2025 performance […]

Willdan Group (NASDAQ:WLDN) executives told investors the company ended fiscal 2025 with “record financial performance” and entered 2026 with momentum driven primarily by energy-related work, expanding program activity at utilities, and growing demand from data center customers. Record 2025 results and margin expansion For the fourth quarter of 2025, the company reported contract revenue up […]

Escalade (NASDAQ:ESCA) reported fourth-quarter 2025 results that management said reflected the benefits of recent cost actions and portfolio moves, even as discretionary consumer demand remained uneven. On the earnings call, Interim President and CEO Patrick Griffin said the company ended 2025 “on solid footing,” citing a healthier margin profile, improved operating leverage, and stronger free […]

Skyward Specialty Insurance Group (NASDAQ:SKWD) reported a fourth quarter that management said capped “another incredible year,” highlighted by record underwriting and adjusted operating earnings. On the company’s fourth quarter 2025 earnings call, Chairman and CEO Andrew Robinson and CFO Mark Haushill pointed to strong premium growth, an improved combined ratio, and rising book value, while […]

TWFG (NASDAQ:TWFG) executives highlighted double-digit organic growth, acquisition-driven expansion, and improving profitability during the company’s fourth quarter 2025 earnings call, while also addressing investor concerns about artificial intelligence and competitive dynamics in insurance distribution. Full-year and fourth-quarter growth drivers Founder, Chairman, and CEO Gordy Bunch said 2025 was a “transformational year” as TWFG moved through […]

Bloomin’ Brands (NASDAQ:BLMN) management highlighted early momentum in traffic trends and guest metrics during its fiscal fourth-quarter 2025 earnings call, while framing fiscal 2026 as an “investment year” focused on an Outback Steakhouse turnaround. Executives pointed to improving leading indicators, a new steak lineup, and a planned service model change as key near-term drivers, alongside […]

Delivery Hero (ETR:DHER) executives said the company ended 2025 with improving momentum across growth, profitability and cash generation, while reiterating plans to “lean in” with higher investments in 2026—particularly in the Middle East, South Korea and integrated verticals. On the call, CEO Niklas Östberg described 2025 as “a challenging year with tough competition, FX headwind, […]

Option Care Health (NASDAQ:OPCH) executives said the company delivered 2025 results in line with figures it had pre-announced in January and reaffirmed its 2026 outlook, while continuing to navigate reimbursement and mix headwinds tied to STELARA and biosimilar conversions. Scale, payer programs, and referral momentum President and CEO John Rademacher emphasized the company’s national scale […]

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, […]

Privia Health Group (NASDAQ:PRVA) executives said the company delivered what they described as a “very strong” 2025, driven by continued provider growth, expanding value-based attributed lives, and operating leverage that lifted profitability and free cash flow generation. Management also issued 2026 guidance calling for continued Adjusted EBITDA growth and said the company expects to become […]

Rocket Lab (NASDAQ:RKLB) reported fourth quarter and full-year 2025 results that management said reflected “relentless execution” across both launch services and space systems. The company posted record annual revenue of $602 million, up 38% year over year, and a record fourth quarter with revenue of $180 million, up 36% from the prior-year period. Founder and […]

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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (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 […]