V2X, Inc. (VVX) Q4 2025 Earnings Call Transcript
The auto giant logged a nearly threefold increase in European sales last month, as its electric and hybrid vehicles remained in high demand on the continent.
Baytex Energy sold its Eagle Ford acreage at a loss. The transaction, along with deleveraging, has been well received by the market. Advances in heavy oil technology have made BTE's Clearwater basin operations notably profitable even (possibly) during downturns.
Calix Limited (CLXLF) Q2 2026 Earnings Call Transcript
With U.S. arch rival Eli Lilly streaking away on weight-loss prescriptions and valuation, the last thing Novo Nordisk needed was to give it a helping hand. Then came the latest trial data for the Danish company's next-generation obesity drug.
Oil prices remain supported by Middle East tensions and uncertain U.S.–Iran talks, while trade policy risks cap demand, keeping the outlook bullish if WTI breaks $68–$70 and Brent clear $72–$74.
Keysight Technologies delivered a blowout Q1, with revenue up 23% and record orders, driven by AI and semiconductor demand. Growth was broad-based across geographies and segments, with communications, defense, and semiconductors leading acceleration. Management raised guidance, targeting Q2 revenue up 30% and EPS up 35%, far above consensus estimates.
ACV Auctions Inc. (ACVA) Q4 2025 Earnings Call Transcript
The lender exceeded its aim of 13% return on tangible equity, a key profitability target, in 2025, hitting the goal a year earlier than initially planned.
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript
Scentre Group (STGPF) Q4 2025 Earnings Call Transcript
Asian markets gain as Nikkei 225 and CSI 300 advance, while US futures steady in the Asian session amid Fed rate cut bets and tariff risks.
Sprouts Farmers Market now trades at a P/E of 12 after a sharp correction from overvalued highs, presenting a compelling entry point. Comparable sales growth has normalized, with 2026 guidance of -1% to +1%, reflecting tough comps and moderating food inflation. My conservative model projects a 12% annual return over five years, with upside from accelerated share buybacks and potential multiple expansion.
Tennant (TNC) came out with quarterly earnings of $1.39 per share, missing the Zacks Consensus Estimate of $1.68 per share. This compares to earnings of $1.52 per share a year ago.
LARK Distilling Co. Ltd. (LRKKF) Q2 2026 Earnings Call Transcript
BioMarin Pharmaceutical Inc. (BMRN) Q4 2025 Earnings Call Transcript
Ingenia Communities Group Stapled Units (INGEF) Q2 2026 Earnings Call Transcript
Dover Corporation is reiterated as a BUY with a $240 price target, reflecting strong 2025 results and positive 2026 guidance. All five segments are expected to deliver positive organic growth and incremental margins in 2026, supported by easing tariffs and robust Capex cycles. DOV's efficiency improvements and acquisition synergies have driven margin expansion, with management guiding for 16%-18% FCF yield and adjusted EPS of $10.45-$10.65 in FY 2026.
Myriad Genetics, Inc. (MYGN) Q4 2025 Earnings Call Transcript
QuickFee Limited (QFEFF) Q2 2026 Earnings Call Transcript
Meta executives proceeded with a plan to encrypt the messaging services connected to its Facebook and Instagram apps despite internal warnings that it would hinder the social media giant's ability to flag child-exploitation cases to law enforcement, according to internal company documents filed in a New Mexico state court case.
FedEx sues U.S. government for tariff refunds after Supreme Court ruled Trump's emergency trade duties on imports were unlawful.
Electromed (ELMD) has delivered strong revenue growth and margin improvement, but faces a highly competitive, fragmented market for its SmartVest product. ELMD lacks a durable moat, with rivals like Tactile Medical and Baxter showing stronger brand recognition, technological advantages, and higher recent growth rates. Scientific evidence questions the comparative efficacy of HFCWO versus alternative airway clearance therapies, undermining the long-term growth thesis for SmartVest.
While the top- and bottom-line numbers for Ovintiv (OVV) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
While the top- and bottom-line numbers for Black Stone Minerals (BSM) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
The headline numbers for Atlas Energy Solutions Inc. (AESI) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Although the revenue and EPS for EverQuote (EVER) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Pfizer has entered an agreement to license Sciwind Biosciences' type 2 diabetes treatment ecnoglutide, with potential payments of up to $495 million if milestones are met, the Chinese drugmaker said on Tuesday.
AUB Group Limited (AUBBF) Q2 2026 Earnings Call Transcript
Zscaler (ZS) is a compelling buy, trading at a compressed multiple, despite strong growth and a robust data moat in cloud security. ZS benefits from high gross retention, rapid AI/data security expansion, and dominant positioning in AI-agent security, following recent acquisitions. Short-term margin pressure and dilution from acquisitions are outweighed by long-term operating leverage and accelerating revenue growth.