Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
CNH Q4 2025 Earnings Call - Tariff Drag and Dealer Destocking Meet Cost Cuts and Product Push
CNH closed Q4 with a mixed bag: quarter-over-quarter operational improvements and a stronger Q4 revenue compare, but the company is navigating a heavier tariff burden and uneven regional demand. Q4 in...
- Q4 consolidated revenues were $5.2 billion, up 6% year-over-year, helped by an easy Q4 2024 comp when production was severely cut.
- Industrial net sales in Q4 rose 8% to nearly $4.5 billion; industrial adjusted EBIT was $234 million, up 21% year-over-year.
- Adjusted net income for Q4 was $246 million, with adjusted diluted EPS of $0.19 versus $0.15 in Q4 2024.
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Valmont Industries Q4 2025 Earnings Call - Utility backlog and capacity investments set up 2026 growth
Valmont closed 2025 with a pivot toward utility-led growth. Backlog climbed to $1.5 billion, up 22% year-over-year, and management has been plowing cash and capital into capacity, automation, and AI-e...
- Backlog increased to about $1.5 billion, up 22% year-over-year, driven largely by utility projects and multi-year customer plans into 2027 and beyond.
- GAAP EPS for Q4 was $9.05, materially boosted by a $78.5 million U.S. tax benefit tied to the Prospera loss, equivalent to $3.98 per share; adjusted EPS excludes that item.
- Adjusted Q4 diluted EPS was $4.92, up 28.1% year-over-year; adjusted full-year diluted EPS was $19.09, up 11.1% versus 2024.
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eToro Q4 2025 Earnings Call - AI-First Super App Push, 24/7 Trading and Diversified Revenue Hold Up While Crypto Slumps
eToro closed 2025 with resilient profitability and clear strategic thrusts: management is pushing an AI-first super app, accelerated 24/7 market access, and deeper on-chain product integration while l...
- Full-year 2025 net contribution rose 10% to $868 million, Q4 net contribution was $227 million, a 6% sequential increase.
- Adjusted EBITDA for the year was $317 million, Q4 adjusted EBITDA was $87 million, delivering a 38% adjusted EBITDA margin in the quarter.
- eToro cites resilience from its multi-asset model, with capital markets net trading contribution up 43% YoY to $116 million, while crypto net trading contribution fell 72% YoY to $26 million.
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Genuine Parts Company Q4 2025 Earnings Call - Plans to Split into Separate Automotive and Industrial Public Companies
Genuine Parts Company opened a hard new chapter, announcing an intended split into two standalone public companies: Global Automotive, led by the NAPA franchise, and Global Industrial, anchored by Mot...
- GPC announced intent to separate into two independent public companies: Global Automotive (NAPA-led) and Global Industrial (Motion). Targeted separation completion in Q1 2027, investor days planned in H2 2026, separation to be tax-free to shareholders.
- Management says the split will create clearer strategic focus and capital allocation, with each company targeting an investment-grade credit rating and tailored M&A and return programs.
- 2025 consolidated sales were $24.3 billion, up 3.5% year over year, with gross margin expansion for the third consecutive year and approximately $470 million invested in supply chain and technology.
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Donnelley Financial Solutions Fourth Quarter 2025 Earnings Call - Transformation Drives Record Margins as Software Mix Offsets Transaction Decline
DFIN closed 2025 with a clean, unmistakable pivot: higher-margin software and a tighter cost structure delivered record Adjusted EBITDA margins even as legacy transactional revenue continued to slide....
- Q4 2025 total net sales were $172.5 million, up 10.4% year over year, exceeding the high end of guidance primarily due to stronger-than-expected transactional volume.
- Full-year 2025 consolidated Adjusted EBITDA was $239.8 million, up $22.5 million or 10.4% year over year, with a record full-year Adjusted EBITDA margin of 31.3%, roughly 350 basis points higher than 2024.
- Q4 Adjusted EBITDA was $45.8 million with a Q4 Adjusted EBITDA margin of 26.6%, an improvement of about 630 basis points versus Q4 2024.
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NeoGenomics Q4 & FY 2025 Earnings Call - Clinical Momentum and RaDaR ST Launch Signal NGS-Driven Growth
NeoGenomics closed 2025 with record revenue and clear strategic momentum, driven by double-digit clinical growth and rapid NGS adoption. Management is pivoting deliberately from low-value, high-volume...
- Q4 2025 revenue was $190.0 million, up 11% year‑over‑year; full year 2025 revenue was $727.0 million, up 10% versus 2024.
- Clinical revenue grew 16% year‑over‑year in Q4, and full‑year clinical revenue increased 15% (13% ex PathLine).
- NGS revenue jumped 23% in the quarter, and NGS now represents roughly one third of clinical revenue while accounting for only ~9%–10% of test volume.
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Medtronic Q3 FY2026 Earnings Call - PFA-fueled CAS Surge and Early-Stage Launches Point to Durable Growth Acceleration
Medtronic delivered a beat and a clear message, growth is broadening beyond the pulsed field ablation surge. Q3 revenue was $9.0 billion, up 8.7% reported and 6% organic, led by cardiovascular at +11%...
- Revenue $9.0 billion, grew 8.7% reported and 6% organic, 50 bps acceleration vs prior quarter and 50 bps above guidance.
- Cardiovascular portfolio up 11% year over year, 13% growth in the U.S., the strongest cardiovascular performance in a decade excluding COVID comps.
- CAS (pulsed field ablation) grew 80% year over year, with PFA accounting for 80% of CAS revenue, and management expects continued high-teens to double-digit market growth into FY2027.
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Waystar Q4 and FY 2025 Earnings Call - AI-enabled platform scale and Iodine acquisition drive record revenue, margins, and bookings
Waystar closed 2025 with a statement of scale, crossing $1 billion in revenue and delivering its strongest quarter ever. Q4 revenue was $304 million, up 24% year-over-year (12% organic), adjusted EBIT...
- Waystar crossed $1.0 billion in revenue for fiscal 2025, with full-year revenue of $1.1 billion, up 17% year-over-year.
- Q4 revenue was $304 million, up 24% year-over-year and 12% organically, reflecting strong subscription and volume-based demand.
- Adjusted EBITDA for Q4 was about $129 million, roughly a 43% margin, and full-year adjusted EBITDA was $462 million at a 42% margin, exceeding the company target of 40% long term.
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CEVA Q4 2025 Earnings Call - PC OEM NPU win validates on-device AI push, $125M lifetime royalty pipeline
CEVA closed 2025 on a high note, reporting a record Q4 revenue of $31.1 million, driven by an 11% jump in licensing and the strongest royalty quarter in more than four years. The quarter featured 18 l...
- Record Q4 revenue of $31.1 million, up 7% year-over-year and 10% sequentially, driven by licensing strength and a royalty recovery.
- Licensing and related revenue was $17.5 million in Q4, up 11% year-over-year, and represented 56% of quarterly revenue.
- Royalty revenue in Q4 was $13.8 million, up 2% year-over-year and 12% sequentially, marking the company’s strongest royalty quarter in over four years.
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Portland General Electric Q4 2025 Earnings Call - $1.9B Washington Utility Acquisition Accretive in Year One
Portland General Electric used this earnings call to drop a major strategic move, agreeing to buy PacifiCorp’s Washington utility assets for $1.9 billion and partner with Manulife/John Hancock as a 49...
- PGE agreed to acquire PacifiCorp’s Washington electric utility assets for $1.9 billion, adding 140,000 customers across about 2,700 square miles anchored around Yakima and Walla Walla.
- Transaction structure creates a joint venture, PGE will own 51% and operate the Washington business, Manulife Investment Management/John Hancock will be a 49% minority partner and provide $600 million of committed equity.
- Company expects the acquisition to be accretive in the first full year and to enhance long-term EPS and dividend growth guidance of 5%–7%, with management saying they expect to land above the midpoint of that range.
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