NRC Health's Q4 EPS and revenues decline year amid prior client attrition, though recurring contract value grew 8%, pointing to recovery prospects in 2026.
National Research Corporation (NRC) Q4 2025 Earnings Call Prepared Remarks Transcript
National Research Corp. is undervalued, trading at a modest multiple despite a clear pivot from contraction to growth. TRCV, NRC's key forward metric, grew 8% YoY, signaling imminent revenue acceleration and a strong 2026 setup. Margins are expanding as cost structure is rationalized; normalized FCF could approach $38M in 2026 after one-off expenses subside.
Valar Atomics raised $130 million with participation from Anduril Industries founder Palmer Luckey and Palantir Chief Technology Officer Shyam Sankar. Valar is developing reactor technology that uses helium as a coolant and operates at higher temperatures than traditional plants.
NRC Health's Q3 earnings are impacted by rising interest expenses, but margin gains, cash flow strength and a 33% dividend hike offset these headwinds.
National Research Corporation (NASDAQ:NRC ) Q3 2025 Earnings Call October 28, 2025 4:00 PM EDT Company Participants Trent Green - CEO & Director Shane Harrison - Chief Financial Officer Presentation Operator Good afternoon. Thank you for attending the NRC Health Third Quarter 2025 Earnings Call.
National Research's Q2 adjusted earnings improved year over year on cost control and TRCV gains, but a one-time executive expense weighed on margins.
National Research reports a year-over-year decline in Q1 earnings, pressured by rising interest costs, declining revenues, and higher debt levels amid ongoing sales force expansion.
The CEO of Amazon-owned One Medical, Trent Green, will leave that position to become CEO of National Research Corporation, a publicly traded provider of healthcare solutions doing business as NRC Health. NRC Health announced the move in a Wednesday (March 5) press release, saying Green will join the company June 1.
NRC's Q4 EPS drops to 28 cents despite revenue growth, hit by rising costs and higher interest expenses.
Discover why Zacks has given NRC Health a "Neutral" rating, being the first on Wall Street to initiate coverage on the stock. Dive into the company's AI innovations, strategic partnerships, and financial resilience, along with the challenges of revenue declines, rising debt and stiff competition.