Earnings Call Transcripts
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All Earnings Calls
Reading International, Inc. Q4 2025 Earnings Call - Asset Sales Cut Debt, Box Office Weakness Weighs on Q4 but 2026 Momentum Building
Reading leaned on real estate to buy breathing room, selling Cannon Park and Wellington and reducing gross debt almost 10% to $185.1 million. Those asset sales and one-time gains flipped the full-year...
- Q4 2025 consolidated revenue fell to $50.3 million, down $8.3 million quarter-over-quarter, driven by a weaker film slate, two closed theaters, and lost property rent after asset sales.
- Full year 2025 consolidated revenue totaled $203 million, a 4% year-over-year decline, with FX weakness in AUD/NZD weighing on results.
- Q4 2025 net loss attributable to Reading increased slightly to $2.6 million, or $0.11 per share, while full-year net loss improved to $14.1 million from $35.3 million in 2024.
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Precipio Diagnostics Q4 2025 Earnings Call - Cash-Flow Positive; Pathology Fuels Growth as Products Reset
Precipio says 2025 was an inflection year: the company turned cash-flow positive, delivered $24.0 million in revenue (up 30% year over year), improved gross margin to 45% and cleaned up the balance sh...
- Precipio reached a financial inflection in 2025, transitioning to positive cash flow and moving from capital preservation to selective growth deployment.
- Full-year 2025 revenue was $24.0 million, a 30% increase versus 2024, driven primarily by Pathology Services growth.
- Gross margin improved to 45% in 2025 from 41% in 2024, led by higher case volumes, a favorable case mix, and operational efficiency gains.
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Contango Ore Q4 2025 Earnings Call - Debt and hedges near extinction, merger to lift cash above $100M and 2027 set up as a cash-rich year
Contango used 2025 to clean up its balance sheet and set the table for a big 2027. The company received $102 million in Peak Gold JV cash distributions, recognized $88.6 million of JV income, and move...
- Contango received $102 million in cash distributions from the Peak Gold JV in 2025, and recorded 30% of the JV net income, or $88.6 million, in its income statement.
- The company reduced its recorded investment in the Peak Gold JV from $60 million to $47 million, reflecting the difference between distributions and recognized income.
- Contango’s unrestricted cash rose from about $20 million at the start of 2025 to roughly $65 million at year end, driven largely by equity raises completed in September and February.
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Lindsay Corporation Q2 2026 Earnings Call - Revenues slide 16% as Road Zipper laps and irrigation volumes weaken, squeezing margins
Lindsay reported a 16% revenue decline to $157.7 million in fiscal Q2 2026, driven by softer irrigation volumes and the absence of a prior-year $20 million Road Zipper project. Operating income fell t...
- Total revenues fell 16% year-over-year to $157.7 million in Q2 fiscal 2026, down from $187.1 million.
- Operating income dropped to $13.0 million versus $32.1 million a year ago; operating margin compressed to 8.3% from 17.2%.
- Net earnings were $12.0 million, or $1.16 per diluted share, versus $26.6 million, or $2.44, in the prior year quarter.
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Algorhythm Holdings FY2025 Earnings Call - SemiCab shifts from India managed services to global Apex SaaS, targeting $15-20M run rate by end-2026
Algorhythm’s 2025 year-end call read like a transition memo. The company completed the acquisition of SMCB (SemiCab India) and exited its legacy consumer electronics business, producing a 1,370% reven...
- Algorhythm acquired SMCB Solutions Private Limited (SemiCab India) on May 2, 2025, and sold its legacy consumer electronics business on August 1, 2025; the consumer electronics results are presented as discontinued operations.
- Reported revenue for 2025 rose 1,370% to $4.4 million, driven entirely by SemiCab India (eight months of ownership); prior-year revenue was $300,000 from U.S. legacy operations.
- Management reported an annualized revenue run rate near $10 million in December 2025, and forecasts SemiCab’s run rate to reach $15 million to $20 million by end-2026.
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Bassett Furniture Industries Q1 2026 Earnings Call - Weather and Tariffs Knock Sales and Margins, Growth Hinges on Pricing, Stores and E‑commerce
Bassett reported a soft Q1 as winter storms and a delayed pricing response to tariff increases shaved written sales and retail margins. Consolidated revenue fell 2.2% to $83.0 million, gross margin sl...
- Consolidated revenue down 2.2% to $83.0 million for Q1 fiscal 2026, driven by weak housing activity and severe winter weather disruptions.
- Gross margin declined 80 basis points to 56.2%; retail gross margin fell 170 basis points after management absorbed tariff costs until mid-January.
- Operating income fell to $1.2 million, or 1.4% of sales, versus $2.5 million, or 3.0%, a year ago; diluted EPS was $0.13 versus $0.21.
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Acuity Brands Fiscal 2026 Q2 Earnings Call - AIS Growth Offsets Soft Lighting, Margins Hold Through Productivity
Acuity Brands reported resilient margins and cash flow in fiscal 2026 second quarter while top-line performance diverged across its businesses. Total net sales were $1.1 billion, up 5% year over year ...
- Total Acuity net sales were $1.1 billion, up $49 million or 5% year over year, driven by AIS and an extra month of QSC inclusion.
- Adjusted operating profit for the quarter was $176 million, an 8% increase year over year, with adjusted operating profit margin of 16.7%, up 50 basis points.
- Adjusted diluted earnings per share were $4.14, up $0.41 or 11% versus prior year.
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AirSculpt Technologies, Inc. Q4 2025 Earnings Call - Same-Store Sales Inflect to Positive as Skin-Removal and GLP-1 Strategy Show Early Traction
AirSculpt spent 2025 rebuilding operations, cutting costs, and redeploying capital, and management says that work is starting to pay off. Q4 revenue was $33.4 million, down about 15% year over year, b...
- Same-store sales inflected from down 22% at the start of 2025 to positive in February 2026, with continued improvement into March.
- Q4 2025 revenue was $33.4 million, down approximately 15% year over year; fiscal 2025 revenue was $151.8 million, down about 15.8% vs. 2024.
- Adjusted EBITDA was $2.5 million in Q4 (7.4% of revenue), up $0.6 million year over year; fiscal adjusted EBITDA was about $15 million (10% margin).
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AngioDynamics Q3 FY2026 Earnings Call - Raises FY26 Guidance on MedTech Momentum
AngioDynamics reported a strong Q3 FY2026 with revenue of $78.4 million, up 8.9% year-over-year, driven by MedTech growth. MedTech revenue rose 19% to $37.3 million and now represents 48% of total sal...
- Total revenue $78.4M, up 8.9% YoY for Q3 FY2026 (pro forma comparisons).
- MedTech segment grew 19% to $37.3M and now comprises 48% of company revenue, up from 44% a year ago.
- Auryon revenue $16.3M, up 17.9% YoY, marking 19 consecutive quarters of double-digit growth; hospital penetration and new product extensions are cited as drivers.
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Smithfield Foods Fourth Quarter 2025 Earnings Call - Record 2025 profits and margin expansion, with Sioux Falls build and Nathan's deal setting the next leg of growth
Smithfield closed 2025 with a clean, profitable footprint. Adjusted operating profit hit a record $1.3 billion, margins expanded to 8.6% from 7.2%, adjusted diluted EPS rose to $2.55, and free cash fl...
- Record 2025 results: adjusted operating profit of $1.3 billion, up 30%, and adjusted operating margin expanded to 8.6% from 7.2% in 2024.
- Adjusted diluted EPS jumped to $2.55 for the year, a 36% increase versus 2024; Q4 adjusted EPS was $0.83.
- Strong balance sheet and cash flow: Net Debt to Adjusted EBITDA of 0.3x, liquidity of $3.8 billion, and operating cash flow over $1 billion (nearly $1.3 billion pro forma for an AR monetization adjustment).
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