Monadelphous Group (ASX:MND) reported a strong start to FY26 in its investor and analyst briefing covering the six months ended 31 December 2025, led by record revenue, higher earnings, and a large volume of work secured in recent periods. Managing Director Zoran Bebic and Chief Financial Officer Philip Trueman outlined performance across the group’s Engineering […]

hipages Group (ASX:HPG) executives said the company delivered “profitable growth” in the first half ended Dec. 31, 2025, as it continued its shift from a marketplace-only model toward a software-led platform that combines lead generation with job management tools and a growing range of services. CEO and co-founder Roby Sharon-Zipser said the group achieved double-digit […]

ARB (ASX:ARB) executives said a challenging global auto backdrop and currency-driven margin pressure weighed on first-half results, even as the company delivered strong growth in the U.S. and continued investing in new stores, e-commerce and product development. Financial performance and margins Chief Financial Officer Damon Page reported sales revenue of AUD 358 million for the […]

Cedar Woods Properties (ASX:CWP) reported a strong first half for FY2026, highlighted by record profitability, higher margins, and a lift in interim dividends, as management pointed to favorable housing market dynamics and a growing national development pipeline. Record first-half profit and higher interim dividend Managing Director Nathan Blackburne said the company was “really pleased” with […]

MediaAlpha (NYSE:MAX) executives said 2025 marked a “pivotal year” for the insurance advertising marketplace, driven primarily by a surge in property and casualty (P&C) demand and accompanied by a strategic narrowing of its Under-65 Health business. Management highlights: P&C momentum and a tighter Health focus Co-Founder and CEO Steve Yi said the company delivered “exceptional […]

Allison Transmission (NYSE:ALSN) executives used the company’s fourth-quarter 2025 earnings call to highlight the recent close of its acquisition of Dana Incorporated’s Off-Highway Drive & Motion Systems business, outline a new two-segment reporting structure, and provide consolidated guidance for 2026 that incorporates the newly acquired operations. Acquisition close and new operating structure Chair, President and […]

Scentre Group (ASX:SCG) used its 2025 full-year results briefing to highlight a fifth consecutive year of earnings and distribution growth, pointing to higher customer visitation, record business partner sales, and continued leasing momentum across its 42 Westfield destinations in Australia and New Zealand. Operating performance and customer metrics Chief Executive Officer Elliott Rusanow said the […]

Abacus Group (ASX:ABG) reported its half-year 2026 results with management emphasizing operational discipline, portfolio simplification, and efforts to narrow the gap between the company’s security price and net tangible assets (NTA). The group said its diversified commercial REIT portfolio—office and retail assets alongside a 19.7% stake in Abacus Storage King (ASK)—was valued at AUD 2.6 […]

Eldorado Gold (NYSE:EGO) executives said the company finished 2025 at the high end of its production guidance, delivered stronger earnings and cash flow amid higher gold prices, and continued to advance construction of the Skouries copper-gold project in Greece, even as the timeline for first concentrate production was pushed into the third quarter of 2026. […]

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 […]

3P Learning (ASX:3PL) reported a softer first-half performance for FY2026, with management saying it was “not satisfied” with results as revenue declined and EBITDA fell amid elevated churn in the schools business and ongoing challenges scaling in the U.S. market. First-half results: EBITDA down 16% as revenue slipped For the six months ended 31 December […]

Coronado Global Resources (ASX:CRN) management used its full-year results call to emphasize what Chief Executive Officer Douglas Thompson described as a “year of execution” in FY2025, marked by second-half record production, material cost reductions, and completion of major growth projects that the company believes position it for stronger profitability and cash generation in FY2026. FY2025 […]

Centerra Gold (NYSE:CGAU) executives told investors the company finished 2025 with “strong operational performance” at both Mount Milligan and the Öksüt mine, delivering consolidated production of more than 275,000 ounces of gold and 50 million pounds of copper. President and CEO Paul Tomory said the company surpassed the midpoint of its gold production guidance range […]

SiriusPoint (NYSE:SPNT) executives highlighted strong underwriting results, premium growth, and capital actions during the company’s fourth-quarter and full-year 2025 earnings call, while also cautioning that parts of the insurance market could become more challenging in 2026. Full-year results: premium growth, ROE gains, and higher book value CEO Scott Egan said 2025 “rounded out another very […]

Paymentus (NYSE:PAY) management highlighted record revenue, expanding profitability, and strong backlog as the company reported fourth-quarter and full-year 2025 results that exceeded its expectations and topped the high end of its guidance ranges across key metrics. 2025 milestones and strategy commentary Founder and CEO Dushyant Sharma described 2025 as a “significant milestone year,” noting that […]

RE/MAX (NYSE:RMAX) executives said the company entered 2026 with “strong momentum” after closing out 2025 with operating results that landed at the high end of management’s expectations, even as the housing market remained sluggish for a third consecutive year. On the company’s fourth-quarter 2025 earnings call, CEO Erik Carlson highlighted record agent-count milestones across the […]

Cushman & Wakefield (NYSE:CWK) executives highlighted what they called “exceptional results” in 2025, pointing to record leasing revenue, strong free cash flow generation, and a faster-than-expected reduction in leverage. Management also spent significant time discussing artificial intelligence, arguing that AI is more likely to augment commercial real estate advisors than replace them, and outlining internal […]

DNOW (NYSE:DNOW) executives used the company’s fourth-quarter and full-year 2025 earnings call to emphasize two parallel storylines: legacy DNOW’s strongest standalone results since going public and the early progress—and challenges—following the November merger with MRC Global. Merger integration highlights and synergy update President and CEO David Cherechinsky said the company completed the merger with MRC […]

Sibanye Gold (NYSE:SBSW) used its 2025 earnings call to frame the year as a period of significant change, highlighting a leadership transition, a strategy “refresh” centered on simplification, and a series of major operational and financial decisions made in the second half of the year. Management emphasized improved operational delivery across most businesses, a stronger […]

DT Midstream (NYSE:DTM) reported a “record year” in 2025, with management highlighting strong pipeline-driven growth, expanding organic opportunities, and continued progress on new projects across its footprint. On the company’s fourth-quarter and year-end earnings call, executives also outlined updated financial guidance for 2026 and an early outlook for 2027, alongside a larger five-year organic growth […]

Claritev (NYSE:CTEV) used its fourth-quarter 2025 earnings call to highlight a year of improving financial performance, an acceleration in sales activity, and continued progress on what management described as a multi-year transformation plan under its “Vision 2030” strategy. The company also issued 2026 guidance calling for modest reported revenue growth and stable adjusted EBITDA margins, […]

Park Hotels & Resorts (NYSE:PK) executives highlighted continued portfolio reshaping, redevelopment activity, and a cautious 2026 outlook during the company’s fourth-quarter and full-year 2025 earnings call. Management emphasized that performance strength remained concentrated in the company’s “core” hotels, while results from remaining non-core assets lagged and continued to be targeted for disposition. Portfolio reshaping and […]

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, […]

Mercury NZ (ASX:MCY) outlined a stronger first-half performance for FY2026, pointing to higher renewable generation, tighter cost control, and continued investment in hydro, wind, geothermal and customer offerings. Chief Executive Stew Hamilton and CFO Richard Hopkins emphasized three recurring themes from the period: resilient earnings, disciplined growth, and balance sheet strength. First-half earnings and cash […]

Gaming and Leisure Properties (NASDAQ:GLPI) executives highlighted a growing development and acquisition pipeline, improving year-over-year real estate income, and 2026 AFFO guidance that reflects ongoing funding commitments but excludes potential future transactions, during the company’s fourth-quarter 2025 earnings call. Management said it is entering 2026 with “the most visible line of sight” toward multi-year AFFO […]

EverQuote (NASDAQ:EVER) management said the company exited 2025 with record results and entered 2026 expecting a “stable and healthy” property and casualty (P&C) insurance market, supported by elevated consumer shopping levels and carrier focus shifting toward growth. On the company’s fourth quarter and full-year 2025 earnings call, executives emphasized accelerating adoption of artificial intelligence across […]

New Zealand Media and Entertainment NZME (ASX:NZM) reported a return to statutory profit in 2025 and highlighted improving second-half trading conditions, driven by cost reductions and stronger performance across its divisions, according to management on the company’s annual results webcast. Group result: profit rebound, EBITDA growth and steady dividends Chief Executive Officer Michael Boggs said […]

EuroDry (NASDAQ:EDRY) reported a profitable fourth quarter of 2025 as improved dry bulk charter rates and a vessel sale contributed to stronger earnings and liquidity, according to management’s discussion of results for the three- and twelve-month periods ended Dec. 31, 2025. Fourth-quarter results For the fourth quarter, the company reported total net revenues of $17.4 […]

Medical Properties Trust (NYSE:MPW) executives highlighted improving operating trends across much of the company’s hospital portfolio while providing updates on leasing activity, acquisitions and dispositions, and the status of the Prospect bankruptcy during the company’s fourth-quarter 2025 earnings call. Portfolio performance and coverage trends Chairman, President and CEO Edward Aldag said total portfolio EBITDARM coverage […]

Dominion Energy (NYSE:D) executives highlighted higher-than-guided 2025 earnings, an expanded five-year capital plan, and continued progress on the Coastal Virginia Offshore Wind (CVOW) project during the company’s fourth-quarter 2025 earnings call. Management also introduced 2026 earnings guidance and discussed demand growth in Virginia, particularly tied to data center load, alongside recent regulatory and project developments […]

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 […]

CTO Realty Growth (NYSE:CTO) executives said the REIT finished 2025 with what management called a “robust” fourth quarter, citing record leased occupancy, accelerating leasing spreads, and ongoing progress re-tenanting vacant anchor space across the portfolio. Portfolio performance and leasing activity President and CEO John Albright highlighted record leased occupancy of 95.9% at year-end and reported […]

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 […]

IPD Group (ASX:IPG) management said the company delivered a record first-half performance for FY26, with revenue and earnings exceeding the top end of guidance provided in November 2025, supported by ongoing growth in its core distribution operations and strong demand from infrastructure-linked end markets including data centers, mining, and water. Record first-half result beats guidance […]

GenusPlus Group (ASX:GNP) management highlighted record half-year results and an expanding opportunity set during its investor presentation, pointing to strong revenue growth, cash generation, and continued momentum in both the order book and tender pipeline. Half-year performance and dividend Managing Director David Riches said the company delivered a “really strong half,” reporting revenue of AUD […]

TechnipFMC (NYSE:FTI) executives highlighted strong full-year 2025 performance and an upbeat outlook for 2026 during the company’s fourth-quarter earnings call, pointing to continued momentum in Subsea orders, margin expansion initiatives, and a commitment to returning the majority of free cash flow to shareholders. 2025 results: higher revenue, EBITDA, free cash flow, and shareholder returns Chair […]

Freshpet (NASDAQ:FRPT) executives said the company exited fiscal 2025 with improved agility after what Chief Executive Officer Billy Cyr described as a sharp slowdown in category growth and consumer sentiment that pressured the company’s growth algorithm. Freshpet’s net sales growth decelerated to 13% in fiscal 2025 from 27% in fiscal 2024, but management said the […]

Comfort Systems USA (NYSE:FIX) executives said the company delivered record fourth-quarter and full-year 2025 results, citing strong execution, significant demand from technology customers, and growing modular construction capacity. Management also highlighted a record backlog, robust cash flow, and continued capital returns through a higher dividend and share repurchases. Record quarter and full-year performance Chief Executive […]

Hamilton Insurance Group (NYSE:HG) executives highlighted record full-year results for 2025, continued premium growth, and a special dividend during the company’s fourth-quarter earnings call. Management also discussed market conditions at the January 1 renewal season, underwriting discipline amid a “transitioning” market, and several items expected to affect 2026 results, including a change in how the […]

Integer (NYSE:ITGR) reported fourth-quarter and full-year 2025 results that management said landed toward the high end of the company’s October outlook, while also outlining a 2026 forecast pressured by lower-than-expected adoption of three newer products. 2025 results and share repurchase actions CEO Payman Khales said the company’s 2025 performance reflected “diligent execution,” with reported sales […]

AdvanSix (NYSE:ASIX) executives said the company closed out 2025 with solid operational execution and improved fourth-quarter performance, even as end markets remained mixed and several key input costs began rising sharply heading into 2026. On the company’s fourth-quarter earnings call, President and CEO Erin Kane credited the organization with “safely optimizing operational and commercial performance” […]

Cogent Communications (NASDAQ:CCOI) reported fourth-quarter and full-year 2025 results that management said reflect continued margin improvement, an accelerating wavelength business, and ongoing shifts in revenue mix following the Sprint Wireline acquisition. On the call, Chairman and CEO Dave Schaeffer and CFO Tad Weed also detailed deleveraging priorities, refinancing plans for upcoming debt maturities, and the […]

Savers Value Village (NYSE:SVV) reported what management described as an inflection quarter, delivering its first year-over-year Adjusted EBITDA growth in nearly two years as both its U.S. and Canadian segments contributed higher profit. Executives pointed to accelerating thrift adoption in the U.S., stabilizing trends in Canada, and improving returns as newer stores mature. Fourth-quarter results […]

Endava (NYSE:DAVA) reported second-quarter fiscal 2026 revenue of GBP 184.1 million, which Chief Executive Officer John Cotterell said reflects continued investment in an “AI-native” shift and early client traction for the company’s Dava.Flow engagement model. Revenue fell 5.9% year over year but rose 3.3% sequentially from the prior quarter, and Chief Financial Officer Mark Thurston […]

Reece (ASX:REH) executives told investors the company delivered a “mixed” performance in the first half, as housing affordability pressures weighed on demand in both Australia/New Zealand and the U.S., while ongoing investment and network expansion continued to influence margins and returns. Half-year result: sales up, earnings down Chair and CEO Peter Wilson said group sales […]

Mayne Pharma Group (ASX:MYX) discussed a planned leadership transition and detailed its first-half fiscal 2026 financial and segment performance during its results presentation, highlighting improved gross margin and dermatology contribution growth despite flat revenue for the period. Leadership transition and finance team update Chief Executive Officer Aaron Gray opened the call by noting the company […]

Genesis Energy (ASX:GNE) executives highlighted a record first-half result for FY26 and outlined an updated long-term earnings outlook as the company launched a NZD 400 million equity raise aimed at accelerating its renewables and firming pipeline. Record first-half earnings and “flexibility” focus Chief Executive Officer Malcolm Johns said Genesis delivered a record FY26 half-year normalized […]

Austal (ASX:ASB) executives highlighted a record order book, rising revenue and earnings, and expanding Australian defense work during the company’s FY2026 half-year results call, while also addressing weaker margins in U.S. shipbuilding, cash flow pressure from delayed milestone payments, and an auditor qualification tied to judgment on two U.S. programs. Record order book driven by […]

Winton Land (ASX:WTN) executives told investors the company’s FY26 interim results reflected a slower first-half settlement profile in its residential development business, while commercial and hospitality operations delivered meaningful revenue growth as more venues came online. Chief Executive Officer Chris Meehan said the six-month financial results “don’t fully capture the resilience and progress” the team […]

Sprott (NYSE:SII) executives said the company ended 2025 with sharp asset growth and higher profitability, citing strong investor demand for precious metals and “critical materials” strategies and continued momentum into early 2026. The comments came during the company’s fourth-quarter earnings call held February 19, 2026. Assets climb to $59.6 billion at year-end, $70.1 billion in […]