Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
THG PLC Q4 2025 Earnings Call - Record H2 Growth Fueled by Core Focus and Strategic Streamlining
THG PLC closed 2025 on a high note, delivering its strongest quarter and a record second half of the year, surpassing the top end of guidance by 14%. Revenue growth of 7% in Q4 was driven significantl...
- THG delivered its strongest quarter of 2025 with Q4 revenue growth of 7%, driven by a strong Cyber Week and December sales.
- Second half 2025 revenue beat guidance by 14%, marking the first full-year growth since 2021 amid a tough macroeconomic context.
- THG Beauty grew 6.4% in Q4, led by Lookfantastic UK & Ireland's 16.2% growth and record-high customer retention rates.
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Whitbread FY26 Q3 Earnings Call - Accelerating Growth Amid Cost Pressures and Business Rate Challenges
Whitbread's Q3 FY26 trading update reveals robust growth momentum both in the UK and Germany, with occupancy and RevPAR improvements signaling a turnaround in the core UK market after six quarters of ...
- Strong UK trading momentum sustained with occupancy at 83% and RevPAR up 3% for the quarter, London RevPAR up 7%.
- German market performance robust with 12% total accommodation sales growth and 7% local currency RevPAR increase; profitability expected this year.
- Current trading further strengthened with UK accommodation sales and RevPAR up 4%, Germany up 11% in sales and 5% in estate RevPAR.
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ImmuCell Corporation Q4 2025 Earnings Call - Strategic Shift to Focus on First Defense amid FDA Setback for Re-Tain
ImmuCell Corporation detailed its strategic pivot to concentrate resources and efforts on its core product, First Defense, following an FDA Incomplete Letter for its Re-Tain product due to manufacturi...
- ImmuCell reported near-record Q4 sales in 2025 with 8.7% domestic growth and 41.3% growth in Tri-Shield products year-over-year.
- The company is shifting strategic focus exclusively toward its First Defense product line and pausing investment in Re-Tain.
- The FDA issued an Incomplete Letter for Re-Tain due to unresolved manufacturing deficiencies at the contract manufacturer, delaying approval by years.
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Aehr Test Systems Q2 Fiscal 2026 Earnings Call - Robust AI-Driven Bookings Signal Potential Revenue Surge in Fiscal 2027
Aehr Test Systems’ Q2 fiscal 2026 earnings exposed a mixed near-term performance with revenue softening to $9.9 million, down 27% year-over-year, hampered by lower wafer pack shipments. However, the c...
- Q2 revenue was $9.9 million, down 27% year-over-year, influenced by decreased wafer pack shipments but offset somewhat by stronger Sonoma system demand.
- Management reinstated fiscal 2026 guidance, expecting H2 revenues between $25 million and $30 million with bookings projected between $60 million and $80 million.
- AI processors are the primary driver of strong bookings, both in wafer-level and package-part burn-in segments, representing a major growth opportunity.
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Tilray Brands Q2 2026 Earnings Call - Resilient Global Cannabis & Strategic Diversification Drive Record Revenue and Improved Profitability
Tilray Brands reported a record second-quarter fiscal 2026 with net revenue of $217.5 million and marked improvements across profitability metrics despite ongoing industry headwinds. International can...
- Tilray delivered record Q2 2026 net revenue of $217.5 million, beating analyst expectations amidst sector headwinds.
- International cannabis revenue grew 36% year-over-year and 51% sequentially, driven primarily by European expansion despite regulatory and pricing pressures.
- Canadian adult-use cannabis sales increased 6%, boosted by product innovation and 5.5 million units shipped—the highest in two years.
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Simulations Plus Q1 FY2026 Earnings Call - Service Segment Strength Signals Potential Software Uptick Amid Industry Recovery
Simulations Plus reported a modest 3% revenue decline in Q1 FY2026, with software revenue falling 17% while services grew 16%, reflecting a mixed but cautiously optimistic landscape. Management highli...
- Simulations Plus delivered on Q1 FY2026 guidance with a 3% revenue decline to $18.4 million.
- Software revenue decreased 17% driven by challenging comps in clinical ops platform Pro-ficiency and lumpier QSP therapeutic model licensing.
- Services revenue grew 16%, with commercialization services (medical communications) up 42%, signaling strong client demand.
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Greenbrier Companies Q1 2026 Earnings Call - Resilient Integrated Model Delivers Strong Q1 with Improved Order Momentum
Greenbrier Companies reported a solid Q1 FY2026 performance, showcasing the strength and resilience of its integrated manufacturing and leasing business model amid a cautious market environment. Reven...
- Greenbrier reported Q1 2026 revenue of $706 million with an aggregate gross margin of 15%, driven by disciplined execution despite lower production volumes.
- New railcar orders totaled approximately 3,700 units valued at $550 million, including specialty cars with higher average selling prices, indicating strong commercial performance.
- The company’s backlog remains stable at about 16,300 units valued at $2.2 billion, with good visibility into second-half order growth tied to seasonal demand cycles.
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WD-40 Company FY26 Q1 Earnings Call - Confident Rebound in Marketing Distributor Sales and Premiumization Drive Growth
WD-40 Company reported a modest 1% increase in consolidated net sales to $154.4 million for fiscal year 2026 first quarter, with maintenance products growing 2% to $148.9 million. Direct markets, enco...
- Consolidated net sales rose 1% year-over-year to $154.4 million in Q1 FY26.
- Maintenance products, representing 96% of sales, grew 2%, with direct markets up 8%.
- Marketing distributor sales were weak due to timing and inventory adjustments, not end-user demand decline.
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Educational Development Corporation Q3 2026 Earnings Call - Debt-Free After Property Sale, Positioning for Growth
Educational Development Corporation's fiscal Q3 2026 shows a company in transition but moving from constraint to opportunity. The sale of its Hilti Complex erased all bank debt, lifting previous opera...
- Sale of Hilti Complex completed, eliminating all bank debt and removing financial restrictions impeding growth.
- Q3 net revenues declined to $7 million from $11.1 million year-over-year, with active brand partners nearly halved to 5,100.
- Earnings before income taxes were positive at $10.6 million, primarily due to a $12.2 million gain from the building sale; underlying operations showed a loss.
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PriceSmart Inc Q1 FY2026 Earnings Call - Robust Growth Fueled by Membership Expansion and Strategic Investments
PriceSmart opened fiscal year 2026 with solid momentum, reporting a 10.6% increase in net merchandise sales and a commendable 6.7% growth in membership accounts. The company notably expanded its premi...
- Net merchandise sales increased 10.6% year over year to nearly $1.4 billion, with comparable sales up 8%.
- Membership accounts grew 6.7% to over 2 million, with Platinum memberships rising from 14% to 19.3% of the base.
- Colombia led regional growth with a 27.8% increase in net merchandise sales and 27.9% comparable sales growth.
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