Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Amgen Q4 2025 Earnings Call - Pipeline momentum centered on MariTide, Repatha and sustained portfolio breadth
Amgen closed 2025 with broad, operationally strong results and an aggressive 2026 playbook built around six growth pillars: Repatha, Evenity, Tezspire, rare disease, innovative oncology, and biosimila...
- Amgen reported double-digit revenue and EPS growth for 2025, driven by a broad portfolio where 14 products surpassed $1 billion in sales and 18 set company records.
- Management highlighted six momentum areas for 2026: Repatha, Evenity, Tezspire, rare disease, innovative oncology, and biosimilars, and expects these to offset headwinds from biosimilar competition and pricing pressure.
- MariTide is the company’s highest-profile late-stage program, now running six global phase 3 studies (two chronic weight management trials fully enrolled), ASCVD and heart failure outcome studies progressing, and two phase 3 sleep apnea studies beginning enrollment.
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NGL Energy Partners Q3 FY2026 Earnings Call - Record Water Volumes, >$700M FY2027 Target and Nuclear MOU for Desalination
NGL reported a tidy operational quarter led by its Water Solutions business, setting new physical and paid-volume records and lifting adjusted EBITDA to $172.5 million. Management is leaning into wate...
- Adjusted EBITDA from continuing operations was $172.5 million in Q3 FY2026, up 9.2% year over year from $158.0 million.
- Water Solutions drove the quarter, with segment adjusted EBITDA of $154.5 million versus $132.7 million a year ago, a 16.5% increase.
- Physical produced water disposal hit ~3.07 million barrels per day in Q3, up 17.1% from the prior-year quarter, and total paid disposal was ~3.13 million bpd versus 2.91 million bpd, about a 7% rise.
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Take-Two Interactive Q3 Fiscal 2026 Earnings Call - Raises FY Net Bookings After Mobile, NBA 2K and GTA Outperformance
Take-Two handily beat Q3 guidance, reporting net bookings of $1.76 billion and materially raising its full-year net bookings outlook to $6.65 to $6.7 billion, roughly $725 million above its May plan. ...
- Q3 net bookings of $1.76 billion, meaningfully above guidance of $1.55 to $1.6 billion.
- Take-Two raised full-year fiscal 2026 net bookings guidance to $6.65 to $6.7 billion, about 18% growth year-over-year at the midpoint and roughly $725 million above the May outlook.
- Recurrent consumer spending rose 23% in the quarter and comprised 76% of net bookings for the period.
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Jacobs Solutions Fiscal Q1 2026 Earnings Call - Record $26.3B Backlog, Raised FY26 Guidance and PA Deal as Accelerator
Jacobs delivered a clean, muscular quarter. Adjusted EPS jumped 15% to $1.53 on 8% adjusted net revenue growth and a $303 million adjusted EBITDA, while backlog exploded 21% to a record $26.3 billion ...
- Adjusted EPS rose 15% to $1.53 in Q1, driven by 8% adjusted net revenue growth and margin performance.
- Gross revenue increased 12% year-over-year; adjusted net revenue, which excludes pass-through, grew just over 8%.
- Adjusted EBITDA was $303 million, with an adjusted EBITDA margin of about 13.4% for the quarter.
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Sonos Q1 FY2026 Earnings Call - Profitability Reboot Now, Growth Depends on H2 Product Ramp
Sonos delivered a defensive, tidy quarter that buys the company time. Q1 revenue of $546 million was roughly flat year over year, but the real story was margin repair: gross profit dollars rose 5% and...
- Q1 revenue $546 million, slightly above midpoint guidance, essentially flat year over year at the midpoint.
- Gross profit dollars grew 5% year over year, with GAAP gross margin at 46.5% and non-GAAP at 47.5%, modestly above the high end of guidance.
- Adjusted EBITDA jumped 45% to $132 million, which is the same amount of adjusted EBITDA Sonos generated for all of fiscal 2025.
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Transcat Q3 FY2026 Earnings Call - Organic Service Growth Returns, Rentals and M&A Drive a 26% Revenue Surge
Transcat posted a breakout quarter: consolidated revenue jumped 26% to $83.9 million, led by a 29% service lift (organic service growth back to 7%) and 20% growth in distribution. Rental mix and two r...
- Consolidated revenue rose 26% year-over-year to $83.9 million in Q3 FY2026.
- Service revenue grew 29% year-over-year, with organic service growth returning to 7%.
- Distribution revenue grew 20% to $30.2 million, driven by product sales and a higher-margin rental mix.
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H&R Block Fiscal 2026 Q2 Earnings Call - Scaling AI-enabled Tax Pros and Second Look while Reaffirming Full-Year Guidance
New CEO Curtis Campbell used his first quarter on the job to lay out a multi-year playbook: lean into human tax pros, supercharge them with AI, and turn Second Look from a niche service into a scaled ...
- New CEO Curtis Campbell, who started in January, framed a multi-year strategy focused on client-centricity, speed, experimentation, and combining human tax pros with AI.
- Q2 revenue was $199 million, up 11% year-over-year, driven by higher assisted volume, improved net average charge, double-digit Wave growth, and higher DIY software sales.
- Q2 is seasonally small, historically ~5% of annual revenue, and typically produces a net loss; this quarter delivered an EBITDA loss of $266 million versus $261 million a year ago.
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NVE Corporation Q3 Fiscal 2026 Earnings Call - 23% Revenue Surge as Wafer-Level Capacity Comes Online
NVE delivered a clean, double-digit quarter: revenue jumped 23% year over year and net income rose 11%, while operating metrics remain impressively high. Growth was broad based, driven by a 16% rise i...
- Revenue for Q3 fiscal 2026 rose 23% year over year, driven by a 16% increase in product sales and a 335% increase in contract R&D revenue for the quarter.
- Net income increased 11% to $3.38 million, or $0.70 per diluted share; nine-month net income declined 8% to $10.3 million due to softer earlier quarters.
- Gross margin fell to 79% from 84% year over year, attributed to a less profitable product mix and increased lower-margin distributor sales.
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"Hubbell Incorporated" Fourth Quarter 2025 Earnings Call - Strong Finish Sets Up 2026 Growth From Utility T&D and Data Center Demand
Hubbell closed 2025 on a clear upswing, reporting a hefty Q4 with double-digit sales and profit growth, material margin expansion, and robust free cash flow. Management points to sustained demand in u...
- Q4 2025 sales were $1.493 billion, up 12% year over year, driven by 9% organic growth and 3% from acquisitions.
- Adjusted operating profit in Q4 was $349 million, with adjusted operating margin expanding 140 basis points year over year.
- Adjusted diluted EPS in Q4 was $4.73, a 15% increase versus prior year.
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Eaton Q4 2025 Earnings Call - Record Data Center Surge, $19.6B Backlog and Mobility Spin
Eaton closed 2025 on a hard acceleration, driven by a data center boom and aggressive portfolio moves. Management reported data center orders up roughly 200% with sales +40% year-over-year in Q4, reco...
- Data center demand is the engine: management said data center orders accelerated about 200% in 2025, with Q4 data center sales up roughly 40% versus Q4 2024.
- Record backlog, but check the details: management cited combined backlog near $19.6 billion (about $15 billion of electrical and $4.3 billion aerospace), while Electrical Americas backlog was also highlighted separately at $13.2 billion.
- Q4 results: adjusted EPS $3.33, up 18% year-over-year, and company-wide segment margin hit a Q4 record at 24.9% (electrical sector 26.5% in Q4).
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