New Hope Q2 Earnings Call Highlights
New Hope (ASX:NHC) executives said the company delivered a “solid quarter” operationally in the second quarter of fiscal 2026, while flagging weaker safety performance and a sharp decline in first-half earnings tied to lower benchmark coal prices. Chief Executive Officer Rob Bishop, joined by CFO Rebecca Rinaldi and Executive General Manager and Company Secretary Dom […]
a2 Milk H1 Earnings Call Highlights
a2 Milk (ASX:A2M) reported what CEO and Managing Director David Bortolussi described as a “very positive” first half of fiscal 2026, citing significant revenue and EBITDA growth, improved underlying margins, and progress on the company’s supply chain transformation. Management also upgraded full-year guidance and declared an interim dividend at the high end of its policy […]
GWA Group H1 Earnings Call Highlights
GWA Group (ASX:GWA) management told investors its first-half performance to Dec. 31, 2025 delivered “a resilient result” despite what it described as a demanding market environment, with volume, revenue, and earnings growth supported by its customer-first strategy and focus on profitable volume growth. Managing Director and CEO Urs Meyerhans said the company’s “Win the Plumber” […]
Australian Clinical Labs H1 Earnings Call Highlights
Australian Clinical Labs (ASX:ACL) executives said the company delivered improved profitability in the first half of fiscal 2026 despite a softer pathology market, Medicare fee changes and inflationary wage pressures, pointing to portfolio rationalization, technology-driven productivity initiatives and expanding upfront billing as key drivers. First-half results: earnings up despite lower revenue Group CEO Melinda McGrath […]
Contact Energy H1 Earnings Call Highlights
Contact Energy (ASX:CEN) told investors its first half of FY26 was “transformational,” pointing to the integration of the Manawa Energy acquisition, a step-up in renewable generation, and an improvement in earnings and cash flow. Management also outlined a NZD 525 million equity raising intended to accelerate elements of its “Contact Thirty-One” growth strategy, including geothermal, […]
Getty Realty Q4 Earnings Call Highlights
Getty Realty (NYSE:GTY) executives highlighted steady portfolio performance, accelerating investment activity, and a reaffirmed 2026 outlook during the company’s fourth-quarter and year-end 2025 earnings call. 2025 results driven by rent growth and acquisitions Chief Executive Officer Christopher Constant said stable rental income from Getty’s existing portfolio, combined with “strong yields from acquisitions,” supported earnings growth […]
Bright Horizons Family Solutions Q4 Earnings Call Highlights
Bright Horizons Family Solutions (NYSE:BFAM) reported what executives called a “strong finish” to 2025, with fourth-quarter results that topped internal expectations and reflected continued strength in its Back-Up Care segment alongside steady performance in its Full Service child care centers and Educational Advisory offerings. Fourth-quarter results top expectations Revenue in the fourth quarter increased 9% […]
Nick Scali H1 Earnings Call Highlights
Nick Scali (ASX:NCK) used its first-half results presentation to highlight higher sales and profit in Australia and New Zealand alongside continued progress in the U.K. rebrand program, which management said is beginning to show improving sales trends despite disruption from store refurbishments and closures. First-half results: revenue and profit growth Managing Director Anthony Scali said […]
BWP Trust H1 Earnings Call Highlights
BWP Trust (ASX:BWP) executives told investors the group made “continued progress” across its strategic pillars of portfolio optimization, profitable growth and portfolio renewal during the half-year ended 31 December 2025, supported by leasing activity, portfolio revaluations and ongoing repurposing and expansion projects. Portfolio activity lifted WALE and supported rental growth Managing Director Mark Scatena said […]
Flowers Foods Q4 Earnings Call Highlights
Flowers Foods (NYSE:FLO) executives said the company finished fiscal 2025 at the high end of its guidance range, even as demand in several bread segments remained pressured. In recorded remarks discussing fourth-quarter and full-year results, Chairman and CEO Ryals McMullian pointed to ongoing efficiency initiatives and portfolio actions as key contributors, while warning that category […]
CoreCivic Q4 Earnings Call Highlights
CoreCivic (NYSE:CXW) executives said the company is working toward “stabilized occupancy” across several recently reactivated or newly awarded facilities by mid-2026, as demand from federal partners—particularly U.S. Immigration and Customs Enforcement (ICE)—continued to climb during the fourth quarter of 2025. On the company’s fourth-quarter earnings call, President and CEO Patrick Swindle said three of four […]
Ardmore Shipping Q4 Earnings Call Highlights
Ardmore Shipping (NYSE:ASC) used its 2026 Investor Day to review fourth-quarter and full-year 2025 results while outlining the market dynamics and strategic priorities that management said are supporting tanker earnings and the company’s performance-focused operating model. 2025 results and early 2026 trading update Chief Executive Officer Gernot Ruppelt said underlying market conditions remained “very favorable,” […]
Check Point Software Technologies Q4 Earnings Call Highlights
Check Point Software Technologies (NASDAQ:CHKP) reported what management described as solid fourth-quarter and full-year 2025 results, while outlining a strategy to “lead the AI era of cybersecurity” through a four-pillar platform approach and a mix of organic investment and targeted acquisitions. Management frames strategy around “securing AI transformation” Chief Executive Officer Nadav Zafrir said 2025 […]
Dutch Bros Q4 Earnings Call Highlights
Dutch Bros (NYSE:BROS) executives highlighted what they characterized as broad-based momentum in the company’s fourth-quarter and full-year 2025 results, pointing to transaction-driven comparable sales growth, strong new-shop performance, and continued investments in digital, throughput, and food as key pillars for growth entering 2026. Fourth-quarter results driven by transactions and new shops CEO and President Christine […]
Trupanion Q4 Earnings Call Highlights
Trupanion (NASDAQ:TRUP) capped fiscal 2025 with what management described as a record year, highlighting rising adjusted operating income, improving retention, accelerating pet acquisition, and growing free cash flow as the company prepares to launch its next strategic plan. Management highlights: record year, improving retention, accelerating acquisition Chief Executive Officer Margi Tooth said 2025 delivered nearly […]
Corsair Gaming Q4 Earnings Call Highlights
Corsair Gaming (NASDAQ:CRSR) executives said the company finished 2025 with revenue in line with expectations and profitability above the top end of its forecast, citing gross margin expansion and operating leverage in what management described as a “very dynamic” operating environment. For the full year ended December 31, 2025, Corsair reported revenue growth of 12% […]
NorthWestern Q4 Earnings Call Highlights
NorthWestern (NASDAQ:NWE) detailed a busy 2025 on its year-end results webcast, highlighting merger preparations, regulatory and legislative developments, and updates to its capital plan and 2026 earnings outlook. 2025 results and key drivers Management reported full-year 2025 GAAP diluted earnings per share (EPS) of $2.94 and non-GAAP diluted EPS of $3.58. CEO Brian Bird said […]
Birkenstock Q1 Earnings Call Highlights
Birkenstock (NYSE:BIRK) reported fiscal first-quarter 2026 results that management said exceeded internal targets despite foreign exchange and tariff headwinds, while reiterating its full-year constant-currency growth and profitability outlook. The company’s fiscal Q1 ended December 31, 2025. Revenue growth led by B2B and APAC Revenue totaled EUR 402 million, up 11% on a reported basis and […]
Nu Skin Enterprises Q4 Earnings Call Highlights
Nu Skin Enterprises (NYSE:NUS) said it delivered fourth-quarter and full-year 2025 results within its guidance range, while leadership emphasized that 2026 will be a “pivotal year” focused on launching its Prysm iO intelligent wellness platform, expanding into India, and continuing operational efficiency initiatives. Management frames 2025 as a transition year President and CEO Ryan Napierski […]
PHINIA Q4 Earnings Call Highlights
PHINIA (NYSE:PHIN) reported fourth-quarter and full-year 2025 results that management said were in line with internal expectations, citing the benefits of a diversified footprint across regions, customers, end markets, and products despite what executives described as a volatile operating environment. Fourth-quarter results and segment performance For the fourth quarter, PHINIA posted net sales of $889 […]
Unibail-Rodamco-Westfield H2 Earnings Call Highlights
Unibail-Rodamco-Westfield (ASX:URW) management said full-year 2025 results reflected strong retail operating momentum, continued balance sheet deleveraging and progress on a “platform for growth” strategy that emphasizes leasing, disciplined capital allocation and capital-light expansion. Retail operating performance and leasing metrics URW reported tenant sales growth of +3.9% versus 2024, supported by a +1.9% increase in footfall. […]
PBF Energy Q4 Earnings Call Highlights
PBF Energy (NYSE:PBF) executives used the company’s fourth-quarter 2025 earnings call to highlight progress toward restarting its Martinez, California refinery, point to improving crude oil differentials as a key earnings lever, and outline additional cost-reduction targets under its Refinery Business Improvement (RBI) program. Martinez restart: construction nearly complete, operations targeted by early March Chief Executive […]
MSA Safety Incorporporated Q4 Earnings Call Highlights
MSA Safety Incorporporated (NYSE:MSA) executives told investors the company “executed well within a challenging environment” in 2025, finishing the year with solid free cash flow and continued strength in its detection business, even as fire service demand weighed on results during the fourth quarter. Fourth-quarter results: modest sales growth, margin improvement, strong cash flow For […]
Rollins Q4 Earnings Call Highlights
Rollins (NYSE:ROL) management said fiscal 2025 produced another year of double-digit growth in revenue, earnings and cash flow, but executives pointed to weather-driven softness late in the year that weighed on one-time and seasonal demand and pressured fourth-quarter profitability. On the company’s fourth-quarter earnings call, President and CEO Jerry Gahlhoff said Rollins reached a “milestone” […]
Killam Apartment REIT Q4 Earnings Call Highlights
Killam Apartment REIT (TSE:KMP.UN) reported what management described as strong financial and operating results for the fourth quarter and year ended December 31, 2025, highlighting solid same-property net operating income (NOI) growth and continued gains in funds from operations despite a sharp year-over-year decline in net income driven by property valuation movements. Same-property growth and […]
CareTrust REIT Q4 Earnings Call Highlights
CareTrust REIT (NYSE:CTRE) executives used the company’s fourth-quarter 2025 earnings call to highlight what CEO Dave Sedgwick called a “transformational year,” pointing to record investment activity, a significantly expanded team, and new operating platforms in the United Kingdom and seniors housing operating properties (SHOP). Sedgwick also noted the recent retirement of “Dollar Bill Wagner,” crediting […]
Corby Spirit and Wine Q2 Earnings Call Highlights
Corby Spirit and Wine (TSE:CSW.A) executives highlighted what they described as a “record-breaking” first half of fiscal 2026, driven by continued market share gains in spirits and an accelerating ready-to-drink (RTD) business that now represents roughly one-third of company revenue. On the company’s fiscal year 2026 second-quarter earnings call, President and CEO Florence Trésarrieu—participating in […]
Moving iMage Technologies Q2 Earnings Call Highlights
Moving iMage Technologies (NYSEAMERICAN:MITQ) executives said the company delivered year-over-year revenue growth in its fiscal 2026 second quarter while completing a strategic acquisition intended to broaden its product portfolio and expand international reach. Management highlights “productive” quarter and continued demand Chief Executive Officer Phil Rafnson said the quarter was “very productive,” pointing to the acquisition […]
Cementos Pacasmayo S.A.A. Q4 Earnings Call Highlights
Cementos Pacasmayo S.A.A. (NYSE:CPAC) executives highlighted record full-year profitability, continued volume momentum and progress on sustainability initiatives during the company’s fourth-quarter 2025 earnings call, while also addressing the pending change-of-control transaction announced with Holcim. Holcim agreement and regulatory process CEO Humberto Nadal opened the call by emphasizing the December 16 announcement of an agreement for […]
First Capital Real Estate Investment Trust Q4 Earnings Call Highlights
First Capital Real Estate Investment Trust (TSE:FCR.UN) reported what management described as a strong finish to 2025, highlighted by solid occupancy, leasing spreads, and same-property net operating income (NOI) growth. Executives also provided early expectations for 2026, including a moderation in same-property NOI growth as the REIT compares against an unusually strong 2025. Same-property NOI […]
ASX H1 Earnings Call Highlights
ASX (ASX:ASX) reported first-half results for the six months ended 31 December 2025, highlighting solid operating revenue growth alongside higher costs tied to technology investment and its response to the ongoing ASIC Inquiry. Managing Director and CEO Helen Lofthouse opened the briefing by addressing leadership changes, confirming she will step down in May. Lofthouse said […]
HubSpot Q4 Earnings Call Highlights
HubSpot (NYSE:HUBS) executives highlighted steady revenue growth, expanding profitability, and increasing traction with AI-driven products during the company’s fourth-quarter and full-year 2025 earnings call. Management also introduced its 2026 priorities and provided guidance that calls for continued growth and a higher operating margin, alongside a newly authorized share repurchase program. Q4 and full-year results: revenue […]
SiteOne Landscape Supply Q4 Earnings Call Highlights
SiteOne Landscape Supply (NYSE:SITE) executives said the company closed out fiscal 2025 with “solid results” and entered 2026 expecting positive pricing, continued benefits from cost actions taken last year, and additional contribution from acquisitions. Fourth-quarter and full-year results Chairman and CEO Doug Black said fourth-quarter net sales grew 3% with 2% organic daily sales growth, […]
Breville Group H1 Earnings Call Highlights
Breville Group (ASX:BRG) reported first-half FY2026 results that management described as “challenging but encouraging,” highlighted by double-digit sales growth, tariff-driven margin pressure that was partially offset through manufacturing and commercial actions, and a stronger net debt position. First-half results: record revenue, flattish EBIT, higher dividend Group CFO Martin Nicholas said the company delivered revenue growth […]
Lithia Motors Q4 Earnings Call Highlights
Lithia Motors (NYSE:LAD) reported record revenue in the fourth quarter as strong used-vehicle execution and after-sales growth helped offset ongoing margin compression across the industry. On its fourth quarter 2025 earnings call, President and CEO Bryan DeBoer said quarterly revenue reached $9.2 billion, contributing to a full-year revenue record of $37.6 billion, up 4% from […]
GXO Logistics Q4 Earnings Call Highlights
GXO Logistics (NYSE:GXO) reported record fourth-quarter and full-year 2025 results and issued 2026 guidance that management said reflects accelerating organic growth and expanding profitability. On the company’s earnings call, executives also highlighted leadership appointments intended to standardize operations globally, sharpen commercial execution, and intensify growth in North America. Record 2025 results and cash flow CEO […]
AMC Networks Q4 Earnings Call Highlights
AMC Networks (NASDAQ:AMCX) executives emphasized growing streaming scale, strong free cash flow generation, and ongoing balance sheet work during the company’s fourth-quarter and full-year 2025 earnings call, while also outlining a 2026 outlook that anticipates continued pressure in linear advertising and lower adjusted operating income. Streaming becomes largest domestic revenue source CEO Kristin Dolan said […]
Vale Q4 Earnings Call Highlights
Vale (NYSE:VALE) executives told investors the company exceeded all production guidances in 2025 while emphasizing cost discipline, capital allocation optimization, and progress on safety and tailings risk reduction. Management also highlighted strong shareholder returns during what it described as a more favorable cycle, alongside continued advancement of growth initiatives in iron ore and base metals—especially […]
Watts Water Technologies Q4 Earnings Call Highlights
Watts Water Technologies (NYSE:WTS) reported record results for the fourth quarter and full year 2025, highlighting organic growth, margin expansion, and record free cash flow, while outlining a 2026 outlook that assumes market conditions broadly similar to 2025 and incorporates product rationalization actions and acquisition integration. Record 2025 performance and strong cash generation President and […]
Wendy’s Q4 Earnings Call Highlights
Wendy’s (NASDAQ:WEN) executives told investors the company is entering a “rebuilding year” in 2026 after a difficult finish to fiscal 2025, outlining a turnaround plan dubbed Project Fresh focused on brand revitalization, operational excellence, system optimization, and disciplined capital allocation. Fourth-quarter results pressured by U.S. traffic declines Interim Chief Executive Officer and Chief Financial Officer […]
Beyond Air Q3 Earnings Call Highlights
Beyond Air (NASDAQ:XAIR) executives highlighted accelerating commercial traction for its LungFit PH nitric oxide system, a sharper cost structure, and balance sheet actions designed to fund operations through key milestones during the company’s fiscal third-quarter earnings call for the period ended December 31, 2025. Commercial momentum for LungFit PH Chief Executive Officer Steve Lisi said […]
TriNet Group Q4 Earnings Call Highlights
TriNet Group (NYSE:TNET) executives said the company closed a “challenging” 2025 for small and medium-sized businesses (SMBs) with results at the top end of earnings guidance and higher free cash flow, while continuing to grapple with elevated medical cost inflation, muted hiring, and the impact of health fee repricing on retention. On the company’s fourth-quarter […]
WESCO International Q4 Earnings Call Highlights
WESCO International (NYSE:WCC) reported fourth-quarter and full-year 2025 results highlighted by record quarterly revenue, continued share gains, and surging data center demand, while management also outlined leadership changes and a 2026 outlook calling for faster growth and materially higher free cash flow. Leadership update and capital return plans Chairman, President and CEO John Engel opened […]
Rayonier Q4 Earnings Call Highlights
Rayonier (NYSE:RYN) executives highlighted a year of stronger-than-expected fourth-quarter results, record real estate performance in 2025, and the completion of the company’s merger of equals with PotlatchDeltic, which closed ahead of schedule on Jan. 30. Management said the combined company will initially retain the Rayonier name but plans to announce a new company name and […]
Utz Brands Q4 Earnings Call Highlights
Utz Brands (NYSE:UTZ) executives told investors they are approaching 2026 with confidence in the company’s commercial plan while building flexibility into guidance amid what management repeatedly described as a dynamic competitive and consumer environment. On the company’s fourth-quarter and full-year 2025 earnings Q&A call, CEO Howard Friedman and CFO BK Kelley fielded questions that ranged […]
Procore Technologies Q4 Earnings Call Highlights
Procore Technologies (NYSE:PCOR) closed fiscal 2025 with fourth-quarter results that exceeded the high end of management’s guidance, supported by what executives described as broad-based go-to-market execution, improving renewals, and continued momentum with larger customers. The company also outlined a fiscal 2026 outlook calling for continued revenue growth alongside further non-GAAP operating margin expansion and a […]
Materion Q4 Earnings Call Highlights
Materion (NYSE:MTRN) executives said the company is entering 2026 with “confidence” after what Chief Executive Officer Jugal Vijayvargiya described as strong underlying momentum across key end markets, despite a fourth-quarter quality event that disrupted shipments to its largest precision clad strip customer. Quality event disrupts precision clad strip shipments Vijayvargiya said fourth-quarter sales were affected […]
Motorola Solutions Q4 Earnings Call Highlights
Motorola Solutions (NYSE:MSI) reported what executives called an “exceptional” fourth quarter to close 2025, citing record revenue in both operating segments, record operating earnings, and record operating margins. Management said orders rose 26% in the quarter and backlog ended the year at an all-time high of $15.7 billion, up $1 billion from the prior year. […]
Equinix Q4 Earnings Call Highlights
Equinix (NASDAQ:EQIX) executives highlighted accelerating demand, record bookings and an upbeat 2026 outlook during the company’s fourth-quarter and full-year 2025 earnings call, pointing to AI-driven workloads, stronger sales execution and ongoing capacity expansion as key drivers. Record bookings and improving recurring revenue trends CEO and President Adaire Fox-Martin said 2025 performance, and especially fourth-quarter results, […]
Terex Q4 Earnings Call Highlights
Terex (NYSE:TEX) executives used the company’s fourth-quarter 2025 earnings call to highlight the recent close of its merger with REV Group, discuss progress integrating its 2024 ESG acquisition, and outline an outlook for 2026 that reflects a newly combined portfolio. REV merger closes; synergy targets laid out CEO Simon Meester said Terex concluded its merger […]
last updated on 16 Feb 05:13