Flex (NASDAQ:FLEX) reported third-quarter fiscal 2026 results that exceeded its guidance across all metrics, driven by continued strength in data center-related demand and improving momentum in industrial and health end markets. Management also raised its full-year revenue and earnings outlook at the midpoint and said it expects to exit the fiscal year with “very good […]

Reynolds Consumer Products (NASDAQ:REYN) executives said the company closed 2025 with “solid fourth-quarter execution” amid a challenging operating environment that included commodity inflation, tariff pressure, and a value-focused consumer. Management pointed to broad market share gains, improved profitability in the quarter, and continued progress on strategic initiatives spanning innovation, revenue growth management, and manufacturing productivity. […]

CME Group (NASDAQ:CME) executives said 2025 was the “most successful year” in the company’s history, highlighting record volumes across major asset classes, accelerating growth in market data, and new initiatives ranging from securities clearing to retail-focused event contracts and expanded cryptocurrency trading. Record volume across asset classes and international markets Chairman and CEO Terry Duffy […]

Super Micro Computer (NASDAQ:SMCI) reported record results for its fiscal second quarter as the company said accelerating demand for AI infrastructure drove a rapid ramp in rack-scale systems shipments. Executives also outlined a strategy to improve profitability amid near-term gross margin pressure tied to customer mix, expedited logistics, component volatility, and tariffs, while reiterating confidence […]

Benchmark Electronics (NYSE:BHE) reported fourth-quarter and full-year fiscal 2025 results that management said reflected improving momentum through the year, along with continued margin discipline and progress on working capital efficiency. Fourth-quarter results and profitability For the fourth quarter, Benchmark posted revenue of $704 million, up 7% year over year and “toward the higher end” of […]

fuboTV (NYSE:FUBO) executives used the company’s fiscal first-quarter 2026 earnings call to outline early progress integrating Hulu + Live TV following the businesses’ combination, while also addressing advertising initiatives, packaging strategy, and the recent loss of NBCUniversal content on the Fubo-branded service. First quarter as owner of Hulu + Live TV CEO and co-founder David […]

Artrya (ASX:AYA) executives used the company’s latest quarterly update call to highlight an expanding U.S. commercial footprint for its Salix coronary CT angiography (CCTA) software, early plaque-related fee-per-scan revenue, and progress toward a planned FDA submission for its Coronary Flow module. Management also outlined the scope and objectives of its upcoming SAPPHIRE real-world study and […]

Watches of Switzerland Group (LON:WOSG) reported a strong third-quarter FY26 trading performance, with Chief Executive Officer Brian Duffy telling investors that momentum seen in the first half continued through the key Christmas holiday period. Duffy was joined on the call by Chief Financial Officer Anders and Group Finance and Investor Relations Director Caroline. Management said […]

AudioCodes (NASDAQ:AUDC) reported modest revenue growth in the fourth quarter and full year 2025, while management emphasized an ongoing transition toward an “AI-driven hybrid cloud software and services company.” On the company’s earnings call, executives pointed to continued strength in connectivity offerings and accelerating traction in VoiceAI-related products and managed services, alongside lower profitability versus […]

Graphic Packaging (NYSE:GPK) used its fourth-quarter and full-year 2025 earnings call to outline a strategy reset under new President and CEO Robbert Rietbroek, who said the company has launched a “comprehensive operational and business review” spanning its footprint, systems, organization, selective portfolio assets, and financial performance. Rietbroek, who joined the role at the beginning of […]

Gartner (NYSE:IT) reported fourth-quarter and full-year 2025 results that management said came in ahead of expectations, citing stronger-than-anticipated revenue, profitability, earnings, and free cash flow. On the company’s earnings call, Chairman and CEO Gene Hall emphasized disciplined expense management and client-focused execution in a “much tougher selling environment,” while CFO Craig Safian detailed segment performance […]

Healthpeak Properties (NYSE:DOC) executives emphasized resiliency in the company’s diversified healthcare real estate platform during the fourth-quarter 2025 earnings call, pointing to strong Outpatient Medical and Senior Housing performance that helped offset a difficult multiyear Life Science environment. Management also outlined significant portfolio repositioning, including asset sales in Outpatient Medical, a major Life Science acquisition […]

Varonis Systems (NASDAQ:VRNS) executives used the company’s fourth-quarter 2025 earnings call to emphasize what CEO Yaki Faitelson described as “two companies” inside Varonis: a fast-growing SaaS business and a shrinking legacy self-hosted business that has been pressuring overall ARR growth. Management said the company is adding new disclosures to help investors separate organic SaaS momentum […]

National Research (NASDAQ:NRC) executives pointed to improving sales momentum and recurring contract value growth during the company’s fourth-quarter earnings call, while acknowledging year-over-year revenue pressure tied to elevated attrition experienced in 2024. Fourth-quarter results For the fourth quarter ended Dec. 31, 2025, NRC Health reported revenue of $35.2 million, which CFO Shane Harrison said was […]

Enphase Energy (NASDAQ:ENPH) reported what CEO Badri Kothandaraman described as a “good quarter” for the fourth quarter of 2025, highlighted by $343.3 million in revenue, shipments of 1.55 million microinverters and 150 MWh of batteries, and free cash flow of $37.8 million. Management said demand in the U.S. benefited from customers pulling purchases forward ahead […]

Aviat Networks (NASDAQ:AVNW) reported fiscal 2026 second-quarter results highlighted by what management called its highest second-quarter bookings in the last 10 years, alongside positive operating cash flow and reaffirmed full-year guidance. Quarter highlights and first-half progress President and CEO Pete Smith said the company delivered second-quarter revenue of $111.5 million, adjusted EBITDA of $11.3 million, […]

AMETEK (NYSE:AME) executives highlighted record quarterly and annual results in the company’s fourth-quarter 2025 earnings call, pointing to double-digit growth in sales, orders, and operating profit during the period, alongside a record backlog and continued acquisition activity. Management also introduced 2026 guidance calling for mid- to high-single-digit sales growth and diluted earnings per share of […]

8X8 (NASDAQ:EGHT) executives highlighted a return to top-line growth and continued cash generation during the company’s fiscal third-quarter 2026 earnings call, pointing to rising usage-based revenue, accelerating AI adoption, and progress on platform consolidation following the completion of Fuze customer upgrades. Q3 results: record service revenue and guidance beat CEO Samuel Wilson said the quarter […]

Broadridge Financial Solutions (NYSE:BR) reported fiscal second-quarter 2026 results that management described as strong, supported by healthy capital markets activity, elevated event-driven revenues, and continued demand for its governance, capital markets, and wealth technology offerings. Second-quarter results and updated outlook Chief Executive Officer Tim Gokey said Broadridge delivered 8% recurring revenue growth on a constant-currency […]

PayPal (NASDAQ:PYPL) used its fourth-quarter and full-year 2025 earnings call to outline a leadership transition, review results across its diversified portfolio, and acknowledge slower-than-expected progress in modernizing online branded checkout—an area executives described as central to profitability. Leadership transition tied to execution Management opened the call with a leadership announcement: the board appointed Enrique Lores, […]

Jacobs Solutions (NYSE:J) reported what executives described as a “very strong” start to fiscal 2026, delivering first-quarter results above internal expectations and prompting the company to raise its full-year outlook for net revenue, adjusted earnings per share, and free cash flow margin. First-quarter performance and backlog gains Chair and CEO Bob Pragada said adjusted EPS […]

H&R Block (NYSE:HRB) reported fiscal 2026 second-quarter revenue of $199 million, up 11% year over year, as the company pointed to higher assisted tax preparation volume and net average charge (NAC), continued double-digit growth at Wave, and higher DIY software sales. Management reiterated that the business is highly seasonal and that the second quarter typically […]

Eaton (NYSE:ETN) reported what executives called a “solid” fourth quarter for 2025, pointing to accelerating order trends in its Electrical Americas and Aerospace segments and continued strength tied to data center spending. Management also highlighted a significant portfolio move: an announced intent to spin off the company’s Mobility business into a separate publicly traded company. […]

Capri (NYSE:CPRI) said its fiscal third-quarter 2026 results from continuing operations came in ahead of management’s expectations, supported by improved full-price selling and reduced promotional activity across Michael Kors and Jimmy Choo. Executives also highlighted the recently completed sale of Versace, which the company reclassified as a discontinued operation, as a move aimed at strengthening […]

Mondelez International (NASDAQ:MDLZ) executives used the company’s fourth-quarter and full-year 2025 earnings Q&A to address investor focus on cocoa volatility, the outlook for chocolate pricing and margins, and the demand environment in North America. Chairman and CEO Dirk Van de Put and COO and CFO Luca Zaramella also discussed planned increases in brand investment, regional […]

Sonos (NASDAQ:SONO) opened fiscal 2026 with what management described as a strong start, driven by improved profitability, steady demand for key “gateway” products, and cost actions that have reshaped the company’s earnings profile over the past 18 months. On the company’s first quarter fiscal 2026 earnings call, CEO Tom Conrad and CFO Saori Casey emphasized […]

Amgen (NASDAQ:AMGN) executives highlighted broad-based growth in 2025 and laid out expectations for continued momentum in 2026, while also detailing pipeline priorities, portfolio decisions, and a regulatory dialogue related to Tavneos during the company’s fourth-quarter earnings call. 2025 results: broad portfolio strength and multiple growth brands Chief Executive Officer Bob Bradway said Amgen delivered “strong […]

Amdocs (NASDAQ:DOX) reported first fiscal quarter 2026 results that management described as a “solid start” to the year, while highlighting continued investment in generative AI and data services, an expanded customer footprint in Europe, and the closing of its MATRIXX Software acquisition. The company also announced a planned CEO transition, with longtime executive Jimmy Hortick […]

Key Tronic (NASDAQ:KTCC) reported lower revenue in its fiscal 2026 second quarter as the contract manufacturer dealt with reduced demand from a longstanding customer and the transition of an end-of-life program, partially offset by new program wins and increased demand from other customers. Management also detailed a series of footprint and cost actions—including a wind […]

AudioCodes (NASDAQ:AUDC) reported modest revenue growth in the fourth quarter and full year 2025, while management emphasized an ongoing transition toward an “AI-driven hybrid cloud software and services company.” On the company’s earnings call, executives pointed to continued strength in connectivity offerings and accelerating traction in VoiceAI-related products and managed services, alongside lower profitability versus […]

J & J Snack Foods (NASDAQ:JJSF) executives said an earnings recovery is “underway and gaining momentum” during the company’s fiscal first-quarter 2026 conference call, citing early savings from its Project Apollo transformation program and improved gross margin despite lower sales. For the quarter, the company reported sales of $343.8 million and adjusted EBITDA of $27 […]

Capital Southwest (NASDAQ:CSWC) reported third-quarter fiscal 2026 results that management said were supported by “strong recurring earnings across the portfolio,” while highlighting a growing undistributed taxable income balance, active originations in the lower middle market, and a new joint venture aimed at improving competitiveness in tighter-spread deals. Earnings, income trends, and dividend declarations For the […]

Palantir Technologies (NASDAQ:PLTR) reported what executives repeatedly characterized as a record-setting fourth quarter, highlighting sharply accelerating U.S. demand for its Artificial Intelligence Platform (AIP) and strong profitability metrics alongside rapid revenue growth. Management said fourth-quarter revenue rose 70% year-over-year to $1.407 billion, while full-year 2025 revenue increased 56% to $4.475 billion. CFO Dave Glazer said […]

Simon Property Group (NYSE:SPG) executives told investors the company delivered “strong financial and operational results” in the fourth quarter, highlighting record real estate funds from operations, steady leasing demand, and a growing redevelopment pipeline heading into 2026. Record 2025 real estate FFO and shareholder returns Chairman, CEO and President David Simon said the fourth quarter […]

Aroa Biosurgery (ASX:ARX) management highlighted growing clinical evidence for its Myriad product, an evolving U.S. reimbursement landscape that it believes is becoming more favorable for Symphony, and improving financial momentum during an investor webinar following the company’s February 2026 business update. Founder and CEO Brian Ward said the company is using periodic business updates to […]

Sheffield Resources (ASX:SFX) provided an operational and corporate update focused on its Kimberley Mineral Sands (KMS) operation and the Thunderbird mine, while also outlining steps taken to preserve cash through changes to other investments. Cash preservation moves: South Atlantic funding pause and Taprobane sale Management said it has taken actions to reduce near-term cash outflows […]

Twist Bioscience (NASDAQ:TWST) reported fiscal 2026 first-quarter results that management said extended a multi-year trend of consistent execution, highlighting its 12th consecutive quarter of revenue growth and continued progress toward profitability. On the company’s earnings call, executives emphasized accelerating demand tied to AI-enabled discovery, improving manufacturing economics, and increased investment in commercial and digital capabilities […]

IDEXX Laboratories (NASDAQ:IDXX) reported double-digit fourth-quarter growth and laid out its initial 2026 outlook, emphasizing continued momentum in premium instrument placements, expanding diagnostic utilization, and ongoing investment in innovation and commercial capacity. Management also reiterated that pressure on U.S. veterinary visit volumes remains a key sector headwind, while diagnostics frequency and intensity per visit continue […]

Exco Technologies (TSE:XTC) reported a higher year-over-year profit on modest revenue growth in its fiscal 2026 first quarter, as gains in its Automotive Solutions segment more than offset softer die-cast tooling demand within Casting and Extrusion. On the company’s earnings call, President and CEO Darren Kirk described the quarter as a “solid start” amid “economic […]

Thermo Fisher Scientific (NYSE:TMO) said it delivered a “strong year” in 2025, closing with what management described as an excellent fourth quarter marked by stronger-than-expected operational performance and continued share gains. On the company’s fourth-quarter earnings call, Chairman, President and CEO Marc Casper and CFO Stephen Williamson highlighted growth in core pharma- and biotech-related businesses, […]

PennyMac Mortgage Investment Trust (NYSE:PMT) reported fourth-quarter 2025 results that management said reflected strong earnings momentum and growing scale in private label securitizations, while also highlighting pressure in its correspondent production business and the impact of faster prepayments on mortgage servicing rights (MSRs). Quarterly earnings and book value Chairman and CEO David Spector said PMT […]

Whirlpool (NYSE:WHR) executives used the company’s fourth quarter 2025 earnings call to outline how tariffs, housing-market weakness, and an unusually promotional U.S. environment shaped results in 2025, while emphasizing a plan for margin and cash flow improvement in 2026 supported by pricing normalization, new products, and additional cost actions. Leadership changes and a difficult 2025 […]

Artrya (ASX:AYA) executives used the company’s latest quarterly update call to highlight an expanding U.S. commercial footprint for its Salix coronary CT angiography (CCTA) software, early plaque-related fee-per-scan revenue, and progress toward a planned FDA submission for its Coronary Flow module. Management also outlined the scope and objectives of its upcoming SAPPHIRE real-world study and […]

Sheffield Resources (ASX:SFX) provided an operational and corporate update focused on its Kimberley Mineral Sands (KMS) operation and the Thunderbird mine, while also outlining steps taken to preserve cash through changes to other investments. Cash preservation moves: South Atlantic funding pause and Taprobane sale Management said it has taken actions to reduce near-term cash outflows […]

Southside Bancshares (NYSE:SBSI) executives highlighted a fourth-quarter rebound in profitability, continued progress on securities portfolio repositioning, and expectations for modest near-term net interest margin improvement during the company’s fourth quarter and year-end 2025 earnings call. Management also discussed loan growth dynamics, deposit shifts, expense plans tied to technology initiatives, and an active—but selective—approach to M&A […]

Whirlpool (NYSE:WHR) executives used the company’s fourth quarter 2025 earnings call to outline how tariffs, housing-market weakness, and an unusually promotional U.S. environment shaped results in 2025, while emphasizing a plan for margin and cash flow improvement in 2026 supported by pricing normalization, new products, and additional cost actions. Leadership changes and a difficult 2025 […]

SAP (NYSE:SAP) executives used the company’s fourth-quarter and full-year 2025 earnings call to emphasize accelerating demand for its cloud transformation offerings and increasing customer interest in embedded artificial intelligence, while also addressing investor concerns about slower-than-expected growth in current cloud backlog (CCB). AI adoption featured prominently in Q4 deal activity CEO Christian Klein said customer […]

Thermo Fisher Scientific (NYSE:TMO) said it delivered a “strong year” in 2025, closing with what management described as an excellent fourth quarter marked by stronger-than-expected operational performance and continued share gains. On the company’s fourth-quarter earnings call, Chairman, President and CEO Marc Casper and CFO Stephen Williamson highlighted growth in core pharma- and biotech-related businesses, […]

PennyMac Mortgage Investment Trust (NYSE:PMT) reported fourth-quarter 2025 results that management said reflected strong earnings momentum and growing scale in private label securitizations, while also highlighting pressure in its correspondent production business and the impact of faster prepayments on mortgage servicing rights (MSRs). Quarterly earnings and book value Chairman and CEO David Spector said PMT […]

Exco Technologies (TSE:XTC) reported a higher year-over-year profit on modest revenue growth in its fiscal 2026 first quarter, as gains in its Automotive Solutions segment more than offset softer die-cast tooling demand within Casting and Extrusion. On the company’s earnings call, President and CEO Darren Kirk described the quarter as a “solid start” amid “economic […]