Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Woodward Q4 2025 Earnings Call - Record Revenue and Strategic Investments Drive Strong Growth with Focus on Automation and Aerospace Expansion
Woodward closed fiscal 2025 with record revenue surpassing $3.6 billion, fueled by double-digit growth in aerospace and robust industrial sales despite market challenges. Aerospace sales jumped 14%, l...
- Woodward achieved record full year sales of $3.6 billion in fiscal 2025, a 7% increase driven by aerospace and industrial segments.
- Aerospace segment sales rose 14% to $2.3 billion with 20% Q4 growth, fueled by 40% commercial services and 27% defense OEM sales growth.
- Industrial segment sales declined 3%, but core industrial (excluding China on-highway) grew 10%, led by transportation, oil and gas, and power generation markets.
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Symbotic Q4 2025 Earnings Call - Next-Gen Storage Accelerates Deployment Efficiency and Market Expansion
Symbotic closed fiscal 2025 with 26% revenue growth, margin expansion, and over $1.2 billion in cash, highlighting breakthroughs in their proprietary next-generation storage system and bot technology....
- Fiscal 2025 revenue grew 26% year-over-year with significant margin expansion and free cash flow generation.
- Symbotic launched a proprietary next-generation storage system offering higher density and faster, more efficient installation, allowing two previous deployment phases to be combined into one.
- The next-gen system reduces installation time by over 50%, accelerating customer ROI and lessening operational disruption.
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Zoom Q3 FY26 Earnings Call - Accelerating AI Integration Drives Growth and Margin Expansion
Zoom's Q3 FY2026 earnings reveal a steady 4.4% year-over-year revenue growth to $1.23 billion, surpassing guidance and driven by robust enterprise demand and AI-enabled product adoption. CEO Eric Yuan...
- Zoom delivered 4.4% year-over-year revenue growth to $1.23 billion, beating guidance by $15 million.
- Enterprise revenue grew 6.1% year-over-year, comprising 60% of total revenue, with 9% more customers generating over $100K in trailing revenue.
- AI Companion 3.0 adoption grew over 4x year-over-year, advancing Zoom's shift to an AI-first work platform across meetings, phone, chat, and whiteboard.
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Semtech Corporation Q3 FY2026 Earnings Call - Data Center and LoRa Drive Strong Growth as ACC and LPO Prepare for 2026 Ramps
Semtech delivered a robust Q3 with record net sales of $267 million, growing 13% year-over-year, powered by data center and LoRa portfolio momentum. The company posted a 180 basis point sequential mar...
- Semtech reported Q3 net sales of $267 million, up 4% sequentially and 13% year-over-year, driven by data center and LoRa.
- Adjusted operating margins expanded 180 basis points sequentially and 230 basis points year-over-year; adjusted EPS rose 85% year-over-year to $0.48.
- The data center segment hit a record $56.2 million in sales, up 8% sequentially and 30% YoY, led by market-leading FiberEdge TIAs.
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Keysight Technologies Q4 2025 Earnings Call - Strong Growth Fueled by AI and Strategic Acquisitions
Keysight Technologies closed fiscal 2025 with robust momentum, beating guidance as orders jumped 14% and revenue grew 10% in Q4, capped by a 16% EPS surge. The company is clearly riding the AI wave, w...
- Keysight exceeded Q4 guidance with 14% order growth, 10% revenue increase, and 16% EPS growth, closing fiscal 2025 on a strong note.
- Full year 2025 orders and revenue rose 8%, EPS up 14%, surpassing expectations and long-term model targets.
- The company’s portfolio drives demand in AI, accelerated compute, non-terrestrial networks, 6G, next-gen semiconductors, and defense modernization.
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Agilent Technologies Q4 2025 Earnings Call - Accelerating Growth Amid Market Normalization and Strategic Investments
Agilent closed fiscal 2025 on solid footing with $1.86 billion in Q4 revenue, signaling its sixth consecutive quarter of accelerating core growth at 7.2%. The company outperformed high-end guidance th...
- Agilent reported $1.86 billion in Q4 revenue, growing 7.2% on a core basis, exceeding high-end guidance and marking its sixth straight quarter of accelerating core growth.
- Strong demand in life sciences, diagnostics, and specialty CDMO businesses drove broad-based growth across the portfolio, with LC and LCMS instruments showing doubled-digit gains, including 50% growth in ProIQ LCMS sales.
- The new Ignite operating system contributed over 200 basis points of sequential margin improvement, enabling tariff mitigation efforts that are on track to fully offset current tariffs in FY26.
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Blue Bird Fiscal 2025 Fourth Quarter and Full Year Earnings Call - Record Year Despite Tariff Uncertainty and Backlog Fluctuations
Blue Bird closed Fiscal 2025 with record sales of 9,409 buses and adjusted EBITDA of $221 million, a 21% improvement year-over-year. Despite ongoing tariff volatility that clouded market pricing and p...
- Blue Bird set fiscal year records with 9,409 bus units sold and $221 million adjusted EBITDA.
- Pricing remained disciplined amid tariff volatility, pushing average bus prices up by $8,300 year-over-year, excluding tariffs.
- Fourth quarter backlog dropped to 3,100 units due to typical seasonal softness and tariff-driven ordering delays but rebounded to nearly 4,000 units including 850 EVs as pricing stabilized.
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Central Garden & Pet 4Q 2025 Earnings Call - Record Margins and Margin Expansion Amid Top-line Pressures
Central Garden & Pet closed fiscal 2025 with record bottom-line results, highlighted by expanded gross margins, record EBITDA, and earnings per share well ahead of guidance. This was achieved despite ...
- Fiscal 2025 marked by record EBITDA, gross margin expansion (+210bps), and earnings per share growth (+22%) despite a 2% sales decline.
- Sales decline driven by deliberate exit from low-margin pet and garden durables and U.K. operations, plus garden distribution model changes.
- Consumables represented 84% of pet segment sales, reaching an all-time high, underlying business showed slight growth.
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ECD Automotive Design Q3 2025 Earnings Call - Transition Underway with High Costs and New Growth Channels Emerging
ECD Automotive Design’s Q3 2025 results reveal a company navigating a challenging inflection point. The quarter was marked by costly legacy vehicle builds that significantly pressured gross margins, c...
- ECD’s Q3 revenue declined to $5.8 million, down $1.2 million from Q2 2025 and $0.6 million year-over-year.
- Gross profit turned negative $1.7 million due mainly to completing older, labor-intensive builds and tariff-driven cost inflation.
- Legacy vehicle projects weighed heavily on Q3 margins, but the production team is now focused on new client builds with improved economics.
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Innovative Food Holdings Q3 2025 Earnings Call - Operational overhauls underway amid revenue growth but profit decline
In Q3 2025, Innovative Food Holdings reported revenue growth of 3.5% year-over-year to $16.4 million driven by recent acquisitions, yet underlying core businesses faced significant operational challen...
- Innovative Food Holdings achieved 3.5% revenue growth to $16.4 million in Q3 2025, driven primarily by acquisitions (Golden Organics and Loco Food Distributions).
- Core local distribution declined 21.5% on a like-for-like basis due to service inconsistency, fulfillment errors, and leadership gaps, not a demand issue.
- Digital channel sales dropped 4.5%, heavily impacted by ongoing transition of the largest partner's marketplace platform from legacy to new system since 2023.
- +13 more takeaways