Know What's Happening in Earnings Calls
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Roku posts 16% revenue rise but device margin turns negative, stock slides
Roku reported fourth‑quarter revenue of $1.39B, up 16% year over year, with platform revenue climbing 18% to $1.22B. The company posted a device gross margin of –23.3% and its shares fell sharply as investors flagged a 165‑times price‑to‑earnings multiple.
Snowflake (SNOW) shares are clawing back losses ahead of its Feb. 25 earnings, where analysts expect a 27% year‑over‑year revenue jump to $1.25 billion and a narrower loss of $0.65 per share. The stock remains more than 30% below its year‑to‑date high, but options data shows a bullish skew with a put‑to‑call ratio of 0.54. Research houses such as Rosenblatt and Barchart maintain strong‑buy ratings, citing price targets of $265‑$275, implying upside of 65%‑70%. The combination of AI‑focused strategy and solid net revenue retention underpins the optimism.
$AXON Reports Q4 (Dec) earnings of $2.15 per share, excluding non-recurring items, $0.55 better than the FactSet Consensus of $1.60; revenues rose 38.5% year/year to $796.72 mln vs the $755.56 mln FactSet Consensus. Co issues upside guidance for FY26, sees FY26...
Axon beats by $0.55, beats on revs; guides FY26 revs above consensus; provides FY28 outlook $AXON
Addus Homecare reported a 33.3% year‑over‑year rise in adjusted EBITDA to $50.3 million in Q4 2025, driven by a 25.6% jump in total service revenue to $373.1 million. Hospice services generated roughly $70 million, representing 18.8% of quarterly revenue, with daily census climbing...
Ziff Davis reported Q4 2025 revenue of $406.7 million, a modest 1.5% decline, as affiliate commerce commissions fell $25 million, half of which occurred in the quarter. Tech and shopping segments saw revenues drop 18‑19% year‑over‑year, driving a 14% share plunge....
Premium Earnings 2-24-26: Lowes and The Trade Desk, on the blog and here https://t.co/cXdDRXQ7dq $LOW $TTD
Home Depot reported fourth‑quarter sales of $38.2 billion, a 3.8% year‑over‑year decline, yet the results beat analyst expectations. Net income slipped 14.2% to $2.6 billion and operating income fell 14.4%, reflecting pressure from a sluggish housing market. Full‑year sales rose 3.2% to...
SmarTone posted an 8.4% rise in first‑half profit, with revenue climbing 2% to HK$3.56 billion, propelled by its premium 5G positioning and higher‑value device sales. 5G ARPU was twice that of 4G, while home broadband profit surged 36% and roaming revenue...
Cipher Digital, formerly Cipher Mining, reported Q4 revenue of $60 million and an adjusted loss of $0.14 per share, both missing analyst forecasts of $84.4 million and a $0.06 loss. The company announced a strategic pivot from bitcoin mining to high‑performance computing...
Portillo’s reported a 3.3% decline in fourth‑quarter same‑store sales and a 0.5% drop for the full year, driven largely by weak transaction growth in Texas. The chain announced new CEO Brett Patterson, succeeding interim CEO Mike Miles, who highlighted that...
Home Depot reported fiscal 2025 sales of $164.7 billion, a 3.2% increase over the prior year, driven by modest comparable sales growth. Fourth‑quarter sales slipped 3.8% to $38.2 billion, reflecting a shorter reporting period and lingering consumer uncertainty. Net earnings fell slightly...
Anglo American posted a 6% year‑over‑year rise in adjusted EBITDA to $6.9 billion, driven by higher copper and iron‑ore prices, while losses in its other divisions slashed net profit after tax 70% to $610 million. The company kept its final dividend at...
Telefonica posted a modest revenue rise of 1.3% in Q4 2025, reaching €9.174 billion, and delivered €2.069 billion in full‑year free cash flow. The group expanded its access base to 326.1 million, driven by fibre and 5G uptake, while adjusted EBITDA grew 2.8%...
Hims & Hers disclosed its fourth‑quarter earnings and announced that it has withdrawn the controversial GLP‑1 weight‑loss pill it briefly launched. The decision followed conversations with key ecosystem stakeholders, including regulators and partner pharmacies. The company highlighted modest revenue growth...
HMC Capital’s Energy Transition Fund, after buying Neoen’s Victorian renewable assets and battery developer Stor‑Energy, secured a KKR commitment of up to $603 million, falling short of its $1 billion target and prompting a 16% share decline. CEO David Di Pilla defended the...
Thomson Reuters reported full‑year 2025 organic revenue growth of 7%, driven by 9% expansion in its core Legal, Corporate and Tax & Accounting segments. Adjusted EBITDA margin rose to 39.2%, a 100‑basis‑point improvement, while free cash flow reached $1.95 billion. The...
Hershey (HSY) outlined a robust 2026 outlook, targeting 4‑5% net‑sales growth and 30‑35% earnings expansion. Management highlighted a 41% gross‑margin goal, supported by cocoa hedges that sit above current spot prices. The salty‑snacks segment posted 18% organic growth in Q4,...
Jazz Pharmaceuticals reported a record $1.126 billion Q3 2025 revenue, propelled by double‑digit growth in its sleep franchise and the successful launch of the rare‑disease drug Modesto. Xywav and Epidiolex sales rose 11% and 20% year‑over‑year, while oncology product Zepzelca saw an...
Mirion Technologies reported record 2025 orders exceeding $1.1 billion, a 26% year‑over‑year increase, driven by strong nuclear power demand and a $150 million large‑opportunity pipeline. Revenue rose 7.5% to $925.4 million, with adjusted EBITDA up 12% to $227.9 million and free cash flow doubling...
Cytokinetics announced rapid global regulatory clearance for MYCorzo, securing FDA, China NMPA, and European Commission approvals within a single week. The company launched the drug in the U.S. with over 700 REMS‑certified physicians and more than 12,000 customer engagements in...
Clean Energy Fuels reported adjusted EBITDA of $67.6 million for 2025, topping the high end of its $65 million guidance despite the loss of alternative fuel tax credits. GAGA loss widened to $222 million, mainly from non‑cash interest charges tied...
Astronics Corp reported record fourth‑quarter 2025 results, with revenue of $240 million, a 15 percent year‑over‑year increase, and operating margin expanding to 14.8 percent. Net income turned positive at $29 million, driven by higher gross profit, cost reductions in SG&A, and successful pricing initiatives...
Gladstone Investment Corp reported a NAV increase to $14.95 per share, driven by $1.77 per share of unrealized appreciation and $0.09 per share of realized gains. Adjusted net investment income fell to $0.21 per share, while total assets rose to...
Simpson Manufacturing reported full‑year 2025 net sales of $2.3 billion, a 4.5% increase driven primarily by pricing, modest acquisitions and favorable FX. Operating margin rose to 19.6% after $13.1 million in cost‑saving initiatives and a $12.9 million gain from asset sales. The company...
Pacific Biosciences reported Q4 2025 revenue of $44.6 million, a 14% year‑over‑year increase, driven by record consumable sales and higher Vega system placements. Consumables generated $21.6 million, up 15% YoY, pushing non‑GAAP gross margin to 40% for the quarter and the full...
Exelon Corporation reported full‑year adjusted EPS of $2.77 and GAAP EPS of $2.73, topping the midpoint of its guidance thanks to favorable weather and regulatory outcomes. The utility announced a $41.3 billion capital plan through 2029, with more than 70% earmarked...
Sila Realty Trust reported a solid Q2 2025 performance, highlighted by an EBITDARM coverage ratio of 5.31x and a 99.2% lease occupancy after removing the Stoughton asset. Cash NOI rose 1.7% to $41.9 million, while AFFO per diluted share slipped to...
UFP Technologies reported Q4 2025 revenue of $154.6 million, up 6.5% year‑over‑year, driven by 7.3% growth in its MedTech segment. A labor‑force disruption at the AJR Illinois plant added $3 million in costs, pulling gross margin down to 27.7% and shaving $0.28...
Postal Realty Trust reported Q2 2025 results that lifted full‑year AFFI guidance to $1.24‑$1.26 per share and raised same‑store cash NOI guidance to a 79% range. The REIT added 127 properties for over $60 million at a 7.8% weighted‑average cap rate...
Fidelity National Information Services (FIS) posted Q4 2025 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and lifted its full‑year revenue growth outlook to 5.4‑5.7%. Adjusted EBITDA margin expanded to 41.8% with a sequential 200‑basis‑point improvement, while free cash flow conversion...
Orthofix Medical reported fourth‑quarter 2020 net sales of $118 million, a 3% decline year‑over‑year but a 6% sequential increase. Spine implant revenue grew 9% YoY, propelled by an 11% rise in U.S. M6 disc sales, while motion‑preservation revenue jumped 129% YoY....
Herc Holdings reported a transformative fourth‑quarter 2025, with equipment rental revenue climbing 24% year‑over‑year after the June H&E acquisition and strong mega‑project demand. Adjusted EBITDA rose 19% to $2.0‑2.1 billion for 2026 guidance, while used equipment sales surged 53% but pressured...
Medifast reported Q4 2025 revenue of $75.1 million, down 36.9% year‑over‑year, as the active earning coach base shrank 40.6% to roughly 16,100. Despite the top‑line decline, average revenue per coach increased 6.2% to $4,664, marking the first year‑over‑year productivity gain since...
Harmony Biosciences reported $714.7 million net product revenue for 2024, a 23% year‑over‑year increase, with Q4 sales of $201.3 million driven largely by its flagship narcolepsy drug Wakix. The company announced a generic settlement with Novogen that postpones competition until at least...
Leonardo DRS reported Q2 FY2025 revenue of $829 million, up 10% year‑over‑year, and adjusted EBITDA of $96 million, expanding margin to 11.6%. Bookings reached $853 million with a 1.0 book‑to‑bill ratio and total backlog grew 9% to $8.6 billion. The company raised its full‑year...
Chimera Investment Corporation reported Q4 2025 GAAP net income of $7 million ($0.08 per share) and a full‑year profit of $144 million. The board increased the quarterly dividend 22% to $0.45 and signaled it will remain at that level through 2026. Integration...
Henry Schein reported $3.4 billion in Q4 2025 sales, a 7.7% increase and the strongest growth in over three years. Non‑GAAP operating margin held at 7.42% while cash flow from operations jumped to $381 million. Cloud‑based Dentrix Ascend reached over 11,000 subscribers,...
Masco Corp reported fourth‑quarter 2025 results with net sales down 2% and operating profit of $259 million, yielding a 14.4% margin. The plumbing segment posted a 3% sales increase and a 16.3% margin, while the Decorative Architectural segment fell 15% with...
Xenia Hotels & Resorts reported a Q3 2025 net loss of $13.7 million while generating $42.2 million of adjusted EBITDAre and 23 cents adjusted FFO per share, an 8% YoY decline. Same‑property RevPAR was flat, but excluding the Houston market the portfolio saw...
Talos Energy reported adjusted EBITDA of $294 million and adjusted free cash flow of $99 million for the quarter, driven by cost‑saving initiatives and strong operational performance. Average production reached 93,300 barrels of oil equivalent per day, with oil comprising 69% of...
Procore Technologies reported Q4 FY2025 revenue of $349 million, a 15.6% year‑over‑year increase, and a non‑GAAP operating margin of 15%. The company added 2,700 $100,000‑plus ARR customers, now representing 66% of total ARR, and saw free cash flow rise 69% to...
National MI Holdings reported a record 2025 year, posting $388.9 million net income (up 8%), diluted EPS of $4.92 (up 11%), and a 16.2% return on equity. Insurance in force reached $221.4 billion, while fourth‑quarter new insurance written hit $14.2 billion, driving total...
International General Insurance Holdings (IGIC) posted Q3 2025 net income of $33.5 million and $94.9 million for the first nine months, delivering a 20% annualized return on equity. The company saw gross premiums written dip 5% in Q3, driven by long‑tail pressure,...
Iovance Biotherapeutics reported third‑quarter product revenue of about $68 million, a 13% sequential increase, driven primarily by $58 million in Amtagvi sales and $10 million in Proleukin revenue. Gross margin improved to roughly 43% after a restructuring that cut cost of sales by...
Westlake Chemical Partners reported Q3 2025 net income of $15 million ($0.42 per unit) and consolidated net sales of $3.09 billion, reflecting the completion of the Petro 1 ethylene unit turnaround. Distributable cash flow matched earnings at $15 million but fell $3 million short of...
Huron Consulting Group reported record third‑quarter 2025 revenues, with RBR reaching $432.4 million, a 16.8% year‑over‑year increase. The Healthcare segment drove growth, posting a 19.9% rise in RBR and expanding operating‑income margin to 30.9%. Adjusted earnings per share climbed 25% to...
Interface Inc. reported third‑quarter net sales of $364.5 million, a 5.9% increase year over year and 4.2% on a currency‑neutral basis. Adjusted gross profit margin rose 208 basis points to 39.5%, while adjusted operating income grew 24.5% to $54.1 million and EPS...
Centene reported full‑year 2025 adjusted diluted EPS of $2.08 and a Q4 loss of $1.19 per share, impacted by a $389 million Magellan divestiture charge. Management forecast 2026 adjusted EPS above $3, implying more than 40% year‑over‑year growth, driven by Medicaid...
Globus Medical reported a record $2.519 billion revenue for 2024, up 61% year‑over‑year, and a non‑GAAP EPS of $3.04, a 31% increase. Free cash flow surged 145% to $405 million, allowing the company to eliminate its remaining $1 billion merger debt by Q1 2025....
TPG reported record Q4 2025 results, posting GAAP net income of $77 million and after‑tax distributable earnings of $304 million, or $0.71 per share. The firm raised a record $51 billion in capital in 2025, a 71% increase, and deployed a record $19 billion...
