Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Blackline Safety Q4 & Fiscal 2025 Earnings Call - Record ARR and Launch of G8 Platform Drive Growth Outlook
Blackline Safety reported a strong Q4 and record fiscal 2025 results, highlighted by CAD 150.5 million in revenue and CAD 84.5 million in annual recurring revenue (ARR), up nearly 30% year-over-year. ...
- Blackline Safety achieved record CAD 150.5 million revenue in fiscal 2025, an 18% increase year-over-year.
- Annual Recurring Revenue reached a record CAD 84.5 million, nearly 30% growth from prior year, driven by strong service adoption.
- Adjusted EBITDA was positive CAD 6.1 million for fiscal 2025, compared to a loss in fiscal 2024, evidencing operational leverage.
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H.B. Fuller Q4 2025 Earnings Call - Strong Profit Growth and Margin Expansion Despite Challenging Demand Environment
H.B. Fuller reported a 3.1% decline in net revenue in Q4 2025, influenced by a weak macroeconomic environment and strategic portfolio repositioning, with organic revenue down 1.3%. Despite lower volum...
- H.B. Fuller’s Q4 2025 net revenue declined 3.1%, with organic revenue down 1.3%, impacted by economic weakness and portfolio divestitures.
- Adjusted EBITDA rose 15% to $170 million with a 290 basis point margin increase to 19%, driven by pricing, raw material cost savings, and restructuring.
- Engineering Adhesives (EA) segment achieved 2.2% organic revenue growth, excluding solar business up ~7%, supported by automotive, electronics, aerospace sectors.
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Goldman Sachs Q4 2025 Earnings Call - Strong Multi-Year Growth with Strategic Focus on Durable Revenues and AI Efficiency
Goldman Sachs reported robust financial results for Q4 and the full year 2025, with EPS growing 27% year-over-year to $51.32 and a return on tangible equity of 16%. The firm highlighted significant mu...
- Goldman Sachs reported Q4 EPS of $14.01 and full-year EPS of $51.32, a 27% increase over 2024, with ROE at 16% and ROTE at 17.1%.
- Since 2020, the firm increased revenues by ~60%, EPS by 144%, with a total shareholder return over 340%.
- The firm significantly reduced capital intensity, cutting principal investments by over 90%, enhancing risk profile and CCAR stress capital buffer by 320 basis points.
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Loop Industries Q3 Fiscal 2026 Earnings Call - Advances in India and Europe Facilities with Nike as Anchor Customer
Loop Industries provided significant updates during its Q3 fiscal 2026 earnings call, emphasizing progress on its Infinite Loop India manufacturing facility and the European project with Reed Société ...
- Infinite Loop India manufacturing facility is on budget and on schedule with construction completion targeted for Q4 2027.
- Nike has signed a multi-year anchor supply contract for recycled textile polyester resin with a guaranteed take-or-pay clause.
- Loop's low-temperature depolymerization technology uniquely enables efficient recycling of complex post-consumer textile waste containing mixed fibers and components.
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Insteel Industries Q1 2026 Earnings Call - Strong Start Driven by Data Center Growth and Navigating Wire Rod Supply Challenges
Insteel Industries reported a robust first quarter for fiscal year 2026, delivering significant year-over-year earnings growth driven by improved demand in concrete reinforcing products and wider sell...
- Insteel Industries reported Q1 2026 net earnings of $7.6 million ($0.39/share), up significantly from $1.1 million ($0.06/share) in the prior year.
- Shipments increased 3.8% year-over-year, supported by improved demand in commercial and infrastructure markets, plus contributions from 2025 acquisitions.
- Average selling prices rose 18.8% year-over-year to offset higher steel wire rod costs driven by tight supply and tariffs; sequential prices unchanged but increased in January 2026.
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First Horizon Q4 2025 Earnings Call - Sustained 15% ROTCE Reflects Strong Profitability and Loan Growth Momentum
First Horizon reported solid Q4 2025 results highlighted by sustained return on tangible common equity (ROTC) at 15%, supported by disciplined balance sheet management, loan growth, and deposit cost c...
- First Horizon achieved a sustained 15% ROTCE in H2 2025, indicating strong profitability.
- Q4 2025 loans grew 2% sequentially, driven by mortgage warehouse (+$776M) and commercial & industrial (C&I) loan growth (+$727M).
- The CRE portfolio showed signs of stabilization with slowed paydowns and increased commitments, implying potential inflection in 2026.
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Bank7 Corp Fourth Quarter and Year 2025 Earnings Call - Strong Loan Growth and Disciplined Capital Position Amid Competitive Pricing
Bank7 Corp reported robust loan growth throughout 2025 driven by strong demand in key regional markets such as Oklahoma and Texas. The company emphasized disciplined underwriting practices that have m...
- Bank7 delivered another quarter of strong loan growth driven by demand in Oklahoma and Texas markets.
- Loan payoffs were lighter in Q4 but expected to normalize with ongoing robust new fundings of $35-$45 million per month.
- Asset quality remains excellent due to disciplined underwriting despite rapid loan growth.
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Morgan Stanley Q4 2025 Earnings Call - Strong Execution with Durable Growth Amid Macro Uncertainty
Morgan Stanley delivered a robust 2025 performance with record revenues of $70.6 billion, EPS of $10.21, and a 21.6% return on tangible common equity, reflecting the success of its integrated firm str...
- Morgan Stanley achieved record full-year revenues of $70.6 billion and EPS of $10.21 in 2025, delivering a ROTCE of 21.6%.
- The firm’s integrated business model across wealth management, institutional securities, and investment management continues to drive durable growth and wallet share gains.
- Wealth management attracted over $350 billion in net new assets in 2025, reaching $9.3 trillion in total client assets with margins at a record 29-31%.
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Cogeco Inc. Q1 2026 Earnings Call - U.S. Turnaround Gains Traction with Medium-Term Growth Ambitions
Cogeco Inc. reported Q1 2026 results in line with expectations, maintaining its full-year guidance across key performance indicators. The U.S. segment, Breezeline, showed notable improvement in subscr...
- Q1 2026 results met company guidance with steady consolidated revenue and EBITDA.
- U.S. segment (Breezeline) showed improved subscriber trends for the second consecutive quarter, best in 15 quarters.
- Penetration is below 20% in half of the U.S. footprint, offering significant growth opportunities.
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BlackRock Fourth Quarter and Full Year 2025 Earnings Call - Accelerating Organic Base Fee Growth and Strengthened Integrated Platform
BlackRock closes out 2025 with record financial performance highlighted by nearly $700 billion in net new asset inflows, 9% organic base fee growth, and significant expansion of its technology and pri...
- BlackRock recorded $698 billion in net new inflows in 2025, marking one of the strongest years in company history.
- Organic base fee growth was 9% for the full year with consecutive quarters of double-digit growth (12% in Q4).
- Technology Annual Contract Value (ACV) grew 16% organically and 31% including Preqin, demonstrating strong SaaS recurring revenue momentum.
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