Earnings Call Transcripts
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All Earnings Calls
Core Laboratories Q4 2025 Earnings Call - International Lab Demand Masks U.S. Onshore Weakness; Margins Hit by Sanctions, Tariffs, and a Bad Receivable
Core Lab posted a modest sequential and year-over-year revenue gain in Q4 2025, led by international demand for reservoir rock and fluid analysis and completion diagnostics. That strength masked a sof...
- Q4 revenue $138.3 million, up 3% sequentially and up 7% year-over-year; full year 2025 revenue $526.5 million, roughly flat to 2024.
- Service revenue $107.0 million in Q4, up 6% sequentially and 11% year-over-year; full year service revenue $399.4 million, up 3% versus 2024.
- Product sales $31.3 million in Q4, down 6% sequentially and down 4% year-over-year; full year product sales $127.1 million, down 6% from 2024, driven by lower U.S. onshore completion activity.
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Tapestry Q2 Fiscal 2026 Earnings Call - Coach-Led Surge Drives Raise, Margins and Buybacks
Tapestry reported a punchy Q2, with pro forma revenue up 18%, adjusted operating margin expanding 390 basis points, and EPS rising 34% to $2.69. The beat was driven almost entirely by Coach, which gre...
- Q2 pro forma revenue grew 18% year over year; adjusted EPS was $2.69, up 34%, and adjusted operating margin expanded 390 basis points.
- Management raised fiscal 2026 guidance: revenue now expected to exceed $7.75 billion (approximately 15% nominal, 14% constant currency) and EPS to $6.40–$6.45, a >25% increase versus prior year.
- Coach was the engine: revenue +25% in Q2, 2.9 million new customers acquired in the quarter, with strong Gen Z traction; Coach growth led across North America (+27%), Greater China (+37%), and Europe (+26%).
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Malibu Boats Q2 2026 Earnings Call - Sales and volumes down, margins compress, but management leans on buybacks and sourcing to hit year guide
Malibu reported softer demand in Q2 with net sales of $188.6 million, down 5.8% year over year, and unit volume down 9.5% to 1,106 boats. Profitability took a hit as gross profit fell 32.9% and adjust...
- Q2 net sales were $188.6 million, down 5.8% year over year.
- Unit volume fell 9.5% to 1,106 units in the quarter.
- Consolidated net sales per unit rose 4.1% to $170,544, driven by favorable mix in Cobalt and saltwater fishing plus price increases.
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Lesaka Technologies Q2 FY2026 Earnings Call - Consumer-fueled surge and Bank Zero pivot set stage for deleveraging
Lesaka reported a quarter led by consumer momentum, with net revenue of ZAR 1.6 billion, group-adjusted EBITDA of ZAR 304 million, and adjusted earnings rising more than sixfold to ZAR 111 million. Ma...
- Net revenue for Q2 was ZAR 1.6 billion, up 16% year-on-year.
- Group-adjusted EBITDA was ZAR 304 million, a 47% year-on-year increase.
- Adjusted earnings grew to ZAR 111 million for the quarter, driving adjusted EPS from ZAR 0.21 to ZAR 1.34.
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Alico First Quarter 2026 Earnings Call - Transformation to Land Monetization Drives Positive EBITDA and Strong Land Sales
Alico reported a clean break from its citrus past and a first quarter that reads like a proof of concept for its land-monetization strategy. Q1 delivered positive EBITDA, meaningful land-sale proceeds...
- Q1 FY2026 results show positive momentum: net loss narrowed to $3.5 million (about $0.45 per diluted share) from a $9.2 million loss a year earlier.
- Alico recorded positive EBITDA of $2.4 million and adjusted EBITDA of $2.7 million, a swing from negative $6.7 million in the prior-year quarter.
- Total revenue for the quarter was $1.9 million, down from $16.9 million a year ago, driven by the substantial conclusion of the citrus business.
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SelectQuote Second Quarter Fiscal 2026 Earnings Call - $40M Near-Term Hit, But Cash Flow and Balance Sheet Look Better
SelectQuote reported a strong operational quarter, with revenue of $537 million, senior division margins near record levels and rapid SelectRx growth, but management cut fiscal 2026 guidance after two...
- Consolidated revenue was $537 million, up 12% year-over-year for the quarter.
- Senior segment revenue was $262 million, up 2% year-over-year, with adjusted EBITDA of $102 million and near record margins of 39%.
- SelectRx (healthcare services) revenue grew 26% year-over-year to $231 million, with members up 17% to 113,000.
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DHT Holdings Q4 2025 Earnings Call - Fleet renewal, rising spot exposure and consolidation set up tighter VLCC market
DHT closed 2025 with strong cash flow, low leverage and a clear playbook: modernize the fleet, tilt into the spot market and return cash. Q4 TCE revenues were $118m, adjusted EBITDA $95m and net incom...
- Q4 financials were solid: TCE revenues $118m, adjusted EBITDA $95m and net income $66m, or $0.41 per share.
- Full-year 2025: TCE revenues $369m, adjusted EBITDA $278m and net income $211m; adjusted net income (ex vessel sale gains) $158m, or $0.99 per share.
- Board declared a $0.41 quarterly dividend, continuing the policy to pay 100% of ordinary net income, marking the 64th consecutive quarterly cash dividend.
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Embecta Corp. Fiscal Q1 2026 Earnings Call - Guidance Reaffirmed, U.S. Pricing Headwinds Push Outlook Toward Lower End
Embecta reported a mixed quarter: revenue roughly flat at $261 million, with U.S. weakness offset by international strength. Management reaffirmed full-year guidance but warned they expect to land clo...
- Company generated $261 million in Q1 revenue, down 0.3% as-reported and down 2.0% on an adjusted constant currency basis.
- U.S. revenue totaled ~$131 million, down about 7.6% on an adjusted constant currency basis, driven by lower pricing and channel/contractual dynamics.
- International revenue was ~$130 million, up 8.4% reported and up 4.6% adjusted constant currency, led by EMEA and Latin America; China remains a first-half headwind with recovery expected in H2.
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SK Telecom Q4 FY2025 Earnings Call - Cybersecurity Costs Cripple Profits and Dividends, AI Data Centers and A.X K1 Are the Rescue Plan
SK Telecom closed FY2025 with revenue of KRW 17,099.2bn, down 4.7% year-on-year, and operating income of KRW 1,073.2bn, down 41.1%. Management says the blow came largely from the prior cybersecurity i...
- FY2025 consolidated revenue was KRW 17,099.2 billion, down 4.7% YoY, driven by disposal of non-core subsidiaries, net subscriber losses after the cybersecurity incident, and tariff discount programs.
- Operating income fell to KRW 1,073.2 billion, down 41.1% YoY, hit by lower revenue plus direct costs tied to the cybersecurity incident and year-end restructuring expenses.
- Net income plunged to KRW 375.1 billion, down 73% YoY, with penalty payments from the cybersecurity breach called out as a main driver.
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NETGEAR Q4 2025 Earnings Call - Turnaround delivers revenue growth, record margins and profitability, but DDR4 memory risk clouds 2H26 consumer outlook
NETGEAR closed 2025 with a clear operational reversal, posting the first full-year revenue growth since 2020, record non-GAAP gross margins and a return to full-year non-GAAP profitability. Q4 revenue...
- NETGEAR delivered the first full-year revenue growth since 2020, finishing 2025 with $699.6 million in net revenue, up 3.8% year-over-year.
- Q4 2025 revenue was $182.5 million, near the high end of guidance, essentially flat year-over-year and down 1.1% sequentially.
- Company hit record non-GAAP gross margin of 41.2% in Q4, driven by a favorable mix toward higher-margin enterprise products and Wi-Fi 7 consumer SKUs.
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