Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Natuzzi S.p.A. Q3 2025 Earnings Call - Strategic Restructuring and Margin Improvement Amid Weak Consumer Traffic
Natuzzi S.p.A. reported a mixed third quarter with improved gross margins driven by a favorable sales mix, specifically an 18% increase in higher-margin Natuzzi Italia sales and a 20% decrease in unbr...
- Gross margin improved in Q3 2025, surpassing H1 levels due to a favorable sales mix.
- Natuzzi Italia sales grew 18% year-over-year, boosting margins; unbranded products declined 20%.
- Foot traffic remains weak in stores across the U.S. and Europe despite increased marketing efforts; conversion rates improved but not enough to offset traffic decline.
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Jabil Q1 FY26 Earnings Call - Accelerated AI-Driven Growth Lifts Full-Year Outlook by $1.1 Billion
Jabil's Q1 fiscal 2026 results surpassed expectations across revenue, operating income, margins, and earnings per share. The Intelligent Infrastructure segment, powering AI and data center expansions,...
- Jabil reported Q1 FY26 net revenue of $8.3 billion, at the high end of guidance, with core operating income of $454 million and core operating margin of 5.5%.
- Core diluted EPS was $2.85, hitting the upper end of guidance.
- Intelligent Infrastructure segment revenue was $3.9 billion, beating expectations with strong cloud, data center infrastructure (DCI), and networking demand, especially for AI-related liquid-cooled platforms.
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Worthington Enterprises Q2 2026 Earnings Call - Strong Revenue Growth and Strategic Acquisitions Drive Momentum
Worthington Enterprises reported a robust second quarter fiscal 2026 with revenue up 19% year-over-year, driven by organic growth and the recent Elgen acquisition. Adjusted EBITDA increased by 8%, and...
- Worthington Enterprises achieved 19% revenue growth in Q2 2026, with organic growth of 10% excluding Elgen.
- Adjusted EBITDA grew by 8% year-over-year, reaching $284 million over the last 12 months, with margins improving from 20% to nearly 23%.
- SG&A expenses declined by 320 basis points as a percentage of sales, reflecting strong operational leverage.
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ABM Industries Q4 2025 Earnings Call - Record Revenue and Strategic Semiconductor Acquisition Propel 2026 Growth Outlook
ABM Industries closed fiscal 2025 with record revenues of $8.7 billion and strong organic growth of 4.8% in Q4, beating expectations despite a $0.26 per share drag from prior-year self-insurance adjus...
- ABM achieved record quarterly revenue of $2.3 billion in Q4 2025, driven by 4.8% organic growth and strong performance in Technical Solutions, Aviation, and Manufacturing & Distribution.
- Full-year 2025 revenue hit a record $8.7 billion, a 5% increase over 2024, supported by record new sales bookings of $1.9 billion, up 12%.
- Prior-year self-insurance adjustments negatively impacted Q4 adjusted EPS by $0.26 per share, a swing now included in non-GAAP financials following SEC guidance, affecting comparability.
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NeuroOne Medical Technologies Corporation Q4 FY2025 Earnings Call - Record Product Growth Fueled by OneRF System and Expanding Pipeline
Fiscal year 2025 marked a turning point for NeuroOne Medical Technologies with record-breaking product sales growing 163% to $9.1 million and significant improvements in gross margins to 56.5%. The co...
- NeuroOne recorded a 163% increase in product sales for FY2025, reaching $9.1 million, a company record.
- Product gross margins improved significantly to 56.5% in FY2025 due to operational efficiencies and cost control.
- FDA granted 510(k) clearance for the OneRF trigeminal nerve ablation system, enabling a limited commercial launch.
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Veru Inc. FY2025 Earnings Call - Enobosarm Shows Promise for Muscle-Preserving Obesity Treatment in Older Patients
Veru Inc. presented strong Phase 2b clinical data for Enobosarm, an oral selective androgen receptor modulator (SARM), displaying 100% preservation of lean mass and enhanced fat loss when combined wit...
- Veru's Enobosarm combined with semaglutide preserved 100% lean mass and enhanced fat loss by 12% at 16 weeks in obese older adults.
- Phase 2b trial showed physical function decline was significantly reduced (59.8%) with Enobosarm plus semaglutide versus semaglutide alone.
- After semaglutide discontinuation, Enobosarm monotherapy reduced body weight regain by 46%, maintaining more fat loss.
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Ark Restaurants Q4 2025 Earnings Call - Bryant Park Litigation Dampens Profits Amid Casino Expansion Hopes
Ark Restaurants reported a disappointing 2025 full-year adjusted EBITDA of $1.4 million, down sharply from $6.1 million the prior year, heavily impacted by Bryant Park's ongoing litigation and losses ...
- Full year 2025 adjusted EBITDA plunged to $1.4 million from $6.1 million in 2024, primarily due to Bryant Park litigation and catering declines.
- Bryant Park litigation resulted in $2 million in legal fees and restricted booking social events, though corporate events are slowly recovering.
- Company cash remained stable at $11.3 million; debt stood at $3.6 million as of year-end.
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CSPI Fiscal 2025 Q4 Earnings Call - Service Revenue Growth and AZT Protect Momentum Set Stage for 2026
CSPI closed Fiscal 2025 on a strong note with an 11% revenue increase in Q4 and a notable 800 basis point gain in gross margin to 37%, driven by a 63% surge in service revenues that now account for 44...
- Q4 revenue rose 11% year-over-year to $14.5 million, driven by service revenue growth.
- Service revenues grew 63% in Q4, making up 44% of total revenue compared to 30% a year ago.
- Gross margin expanded by over 800 basis points in Q4 to 37%, largely due to higher-margin service sales.
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Netcapital Inc. Q2 Fiscal 2026 Earnings Call - Strategic Pivot to Tokenized Asset Market amid Revenue Declines
Netcapital Inc. reported a sharp revenue drop to $51,000 in Q2 fiscal 2026, down from $170,000 a year ago, primarily due to reduced portal fees and exiting a non-scalable consulting for equity model. ...
- Q2 fiscal 2026 revenue declined to $51,000 from $170,000 YoY, largely due to lower portal fees and exiting a consulting for equity model.
- Operating loss improved slightly to approximately $2.1 million from $2.2 million a year prior; loss per share decreased to $0.44 from $2.34.
- Cash and cash equivalents stood at about $1.7 million as of October 31, 2025.
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General Mills Fiscal 2026 Q2 Earnings Call - Steady Progress on Remarkability Drives NAR Volume Growth and Pet Category Renewal
General Mills reported a flat organic volume performance in Q2 fiscal 2026 with a 1% decline in organic net sales, showing sequential improvement from Q1. The company reaffirmed its full-year guidance...
- General Mills’ Q2 organic volume was flat and net sales declined 1%, improving from Q1 results.
- North America Retail posted organic volume growth for the first time in over four years.
- Base price adjustments were completed across approximately two-thirds of NAR’s portfolio, aiding competitiveness and value delivery.
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