Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Goldman Sachs Q4 2025 Earnings Call - Strong Multi-Year Growth with Strategic Focus on Durable Revenues and AI Efficiency
Goldman Sachs reported robust financial results for Q4 and the full year 2025, with EPS growing 27% year-over-year to $51.32 and a return on tangible equity of 16%. The firm highlighted significant mu...
- Goldman Sachs reported Q4 EPS of $14.01 and full-year EPS of $51.32, a 27% increase over 2024, with ROE at 16% and ROTE at 17.1%.
- Since 2020, the firm increased revenues by ~60%, EPS by 144%, with a total shareholder return over 340%.
- The firm significantly reduced capital intensity, cutting principal investments by over 90%, enhancing risk profile and CCAR stress capital buffer by 320 basis points.
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Loop Industries Q3 Fiscal 2026 Earnings Call - Advances in India and Europe Facilities with Nike as Anchor Customer
Loop Industries provided significant updates during its Q3 fiscal 2026 earnings call, emphasizing progress on its Infinite Loop India manufacturing facility and the European project with Reed Société ...
- Infinite Loop India manufacturing facility is on budget and on schedule with construction completion targeted for Q4 2027.
- Nike has signed a multi-year anchor supply contract for recycled textile polyester resin with a guaranteed take-or-pay clause.
- Loop's low-temperature depolymerization technology uniquely enables efficient recycling of complex post-consumer textile waste containing mixed fibers and components.
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Insteel Industries Q1 2026 Earnings Call - Strong Start Driven by Data Center Growth and Navigating Wire Rod Supply Challenges
Insteel Industries reported a robust first quarter for fiscal year 2026, delivering significant year-over-year earnings growth driven by improved demand in concrete reinforcing products and wider sell...
- Insteel Industries reported Q1 2026 net earnings of $7.6 million ($0.39/share), up significantly from $1.1 million ($0.06/share) in the prior year.
- Shipments increased 3.8% year-over-year, supported by improved demand in commercial and infrastructure markets, plus contributions from 2025 acquisitions.
- Average selling prices rose 18.8% year-over-year to offset higher steel wire rod costs driven by tight supply and tariffs; sequential prices unchanged but increased in January 2026.
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First Horizon Q4 2025 Earnings Call - Sustained 15% ROTCE Reflects Strong Profitability and Loan Growth Momentum
First Horizon reported solid Q4 2025 results highlighted by sustained return on tangible common equity (ROTC) at 15%, supported by disciplined balance sheet management, loan growth, and deposit cost c...
- First Horizon achieved a sustained 15% ROTCE in H2 2025, indicating strong profitability.
- Q4 2025 loans grew 2% sequentially, driven by mortgage warehouse (+$776M) and commercial & industrial (C&I) loan growth (+$727M).
- The CRE portfolio showed signs of stabilization with slowed paydowns and increased commitments, implying potential inflection in 2026.
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Bank7 Corp Fourth Quarter and Year 2025 Earnings Call - Strong Loan Growth and Disciplined Capital Position Amid Competitive Pricing
Bank7 Corp reported robust loan growth throughout 2025 driven by strong demand in key regional markets such as Oklahoma and Texas. The company emphasized disciplined underwriting practices that have m...
- Bank7 delivered another quarter of strong loan growth driven by demand in Oklahoma and Texas markets.
- Loan payoffs were lighter in Q4 but expected to normalize with ongoing robust new fundings of $35-$45 million per month.
- Asset quality remains excellent due to disciplined underwriting despite rapid loan growth.
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Morgan Stanley Q4 2025 Earnings Call - Strong Execution with Durable Growth Amid Macro Uncertainty
Morgan Stanley delivered a robust 2025 performance with record revenues of $70.6 billion, EPS of $10.21, and a 21.6% return on tangible common equity, reflecting the success of its integrated firm str...
- Morgan Stanley achieved record full-year revenues of $70.6 billion and EPS of $10.21 in 2025, delivering a ROTCE of 21.6%.
- The firm’s integrated business model across wealth management, institutional securities, and investment management continues to drive durable growth and wallet share gains.
- Wealth management attracted over $350 billion in net new assets in 2025, reaching $9.3 trillion in total client assets with margins at a record 29-31%.
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Cogeco Inc. Q1 2026 Earnings Call - U.S. Turnaround Gains Traction with Medium-Term Growth Ambitions
Cogeco Inc. reported Q1 2026 results in line with expectations, maintaining its full-year guidance across key performance indicators. The U.S. segment, Breezeline, showed notable improvement in subscr...
- Q1 2026 results met company guidance with steady consolidated revenue and EBITDA.
- U.S. segment (Breezeline) showed improved subscriber trends for the second consecutive quarter, best in 15 quarters.
- Penetration is below 20% in half of the U.S. footprint, offering significant growth opportunities.
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BlackRock Fourth Quarter and Full Year 2025 Earnings Call - Accelerating Organic Base Fee Growth and Strengthened Integrated Platform
BlackRock closes out 2025 with record financial performance highlighted by nearly $700 billion in net new asset inflows, 9% organic base fee growth, and significant expansion of its technology and pri...
- BlackRock recorded $698 billion in net new inflows in 2025, marking one of the strongest years in company history.
- Organic base fee growth was 9% for the full year with consecutive quarters of double-digit growth (12% in Q4).
- Technology Annual Contract Value (ACV) grew 16% organically and 31% including Preqin, demonstrating strong SaaS recurring revenue momentum.
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Cogeco Inc. Q1 2026 Earnings Call - U.S. Turnaround Showing Material Subscriber Improvement with Stable Canadian Performance
Cogeco's Q1 2026 earnings reveal consistent progress on the company’s three-year transformation plan. In the U.S., Cogeco's subsidiary Breezeline demonstrated its best subscriber trends in over 15 qua...
- Cogeco’s Q1 2026 consolidated results align with company plans and full-year guidance.
- U.S. broadband subscriber trends improved materially for the second consecutive quarter, marking best performance in 15 quarters.
- In Ohio, positive broadband net additions (2,600) were recorded, the best since acquisition four years ago.
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Velan Inc. Q3 2026 Earnings Call - Navigating Strategic Transition Amid Strong Order Momentum
Velan Inc.'s Q3 2026 results reveal a company at a crossroads, balancing meaningful order growth with an impending change in control. Strong bookings surged 32% year-over-year, driven by key sectors l...
- Velan reported Adjusted EBITDA of CAD 9.5 million on CAD 71.7 million sales for Q3 2026, slightly down from previous year sales.
- Bookings rose 32% year-over-year to CAD 77.9 million, fueled by nuclear and oil & gas sectors mainly in North America, Italy, and China.
- Order backlog increased 8% to CAD 296.8 million, with 80.4% deliverable within 12 months, evidencing sustained demand.
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