Steven Madden(SHOO) - 2025 Q4 - Annual Results
2026-02-25 12:00
Exhibit 99.1 Steve Madden Announces Fourth Quarter and Full Year 2025 Results ~ Provides 2026 Revenue Outlook ~ LONG ISLAND CITY, N.Y., February 25, 2026 – Steven Madden, Ltd. (Nasdaq: SHOO), a leading designer and marketer of fashion- forward footwear, accessories and apparel, today announced financial results for the fourth quarter and full year ended December 31, 2025 and provided its 2026 revenue outlook. Amounts referred to as "Adjusted" are non-GAAP measures that exclude the items defined as "Non-GAAP ...
Manchester United(MANU) - 2026 Q2 - Quarterly Report
2026-02-25 12:00
CORPORATE RELEASE 25 February 2026 Manchester United Plc Reports Second Quarter Fiscal 2026 Results Key Points MANCHESTER, England – 25 February 2026 – Manchester United (NYSE: MANU; the "Company," the "Group" and the "Club") today announced financial results for the 2026 fiscal second quarter ended 31 December 2025. Management Commentary Omar Berrada, Chief Executive Officer, commented, "We are now seeing the positive financial impact of our off-pitch transformation materialise both in our costs and profit ...
Starwood Property Trust(STWD) - 2025 Q4 - Annual Report
2026-02-25 11:57
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-34436 Maryland (State or other jurisdiction of incorporation or organization) 27-0247747 (I.R.S. Employer Identification No.) ...
Valens Semiconductor .(VLN) - 2025 Q4 - Annual Report
2026-02-25 11:53
Industry Dynamics - The semiconductor industry is highly cyclical, with significant fluctuations in product supply and demand, which can adversely affect operating results due to increased operating expenses and reduced margins [35]. - The rise in artificial intelligence-driven demand for semiconductor products is anticipated to create increased competition for access to third-party foundry and assembly capacity, potentially resulting in extended supplier lead times and increased costs [38]. - The semiconductor industry is characterized by rapid technological change and significant price erosion, which can adversely affect business if new technologies are not introduced timely [55]. - The automotive market is experiencing delays in investments and technology adoption due to economic conditions, which may adversely affect demand for automotive products, including advanced driver assistance systems (ADAS) [54]. Market Conditions - In 2024, customers entered the year with high inventory levels, leading to a cautious approach in inventory building, while 2025 is expected to reflect a recovery from that period [37]. - The global economic uncertainty has led to high inventory levels among customers, resulting in decreased demand for products and a cautious approach to inventory building due to inflation and high-interest rates [52]. - Increased global instability and economic downturns could lead to lower demand for products, particularly in the automotive sector, affecting net sales and profitability [42]. - Global political and economic uncertainties, including trade disputes and geopolitical tensions, could adversely affect the company's ability to meet production demands and customer relationships [40]. Supply Chain Risks - The company faces risks related to supply chain disruptions, including reliance on Taiwan Semiconductor Manufacturing Company (TSMC) for silicon wafers, which are critical for production [40]. - The company does not have long-term agreements for materials and supplies, which could complicate the procurement process and lead to supply chain challenges [50]. - The company faces risks from fluctuating market prices of components, which could adversely affect gross margins and overall financial condition [60]. Customer and Revenue Dependence - Approximately 31% of revenues in 2025 and 38% in 2024 were generated by the top three customers, indicating a reliance on a few key clients for revenue generation [69]. - The inability to accurately forecast customer demand may lead to excess inventories or lost revenue opportunities, impacting financial results [63]. - The company relies on customers to design its products into their offerings, which poses a risk if customers opt for competitors' products [71]. Financial Performance and Forecasting - Quarterly net sales and operating results are difficult to predict, leading to potential fluctuations and unmet expectations from analysts [75]. - Factors contributing to operating result fluctuations include customer order changes, product qualification timing, and supply chain disruptions [76]. - Any significant cancellations or deferrals of product orders could materially affect profit margins and operational funding [67]. Research and Development - Research and development costs are significant, and any reduction in the budget could harm competitiveness and the ability to meet evolving industry requirements [56]. - Winning competitive technology selection processes is crucial for revenue generation, but significant expenditures are incurred without guaranteed success [81]. - The company must continuously develop new products to meet evolving customer demands, or risk losing market share [86]. Quality and Compliance Risks - Quality requirements from customers, particularly in the semiconductor industry, are stringent, and failure to meet these could adversely affect sales [90]. - The complexity of product development may lead to delays and increased costs, impacting the ability to achieve timely market acceptance [88]. - The company faces potential adverse effects on its reputation and business results due to warranty claims, product liability claims, and product returns [92]. Cybersecurity and IT Risks - Cyber-attacks and disruptions to information technology systems pose significant risks to the company's operations and could impair the ability to deliver products on time [49]. - Cybersecurity risks are heightened due to remote work and geopolitical tensions, potentially exposing the company to significant operational and reputational damage [120][123]. - The company has invested in cybersecurity technologies, but the evolving nature of threats makes it challenging to predict and protect against all potential risks [124]. Intellectual Property and Legal Risks - The company relies on patent, copyright, trademark, and trade secret laws to protect its proprietary technologies, but faces challenges in monitoring and enforcing these rights effectively [109]. - The patent prosecution process is expensive and complex, with no guarantees that all necessary patents will be filed or maintained effectively, potentially limiting the company's technological protection [112]. - The company may face litigation regarding patent infringement, which could result in significant liabilities and divert management's focus from other business priorities [115]. Regulatory and Compliance Challenges - The company is subject to various laws and regulations regarding privacy, data protection, and information security, which are constantly evolving and may complicate compliance efforts [140]. - Non-compliance with privacy laws, such as the GDPR, could result in fines of up to 4% of global annual revenue or €20 million, whichever is greater [143]. - The company must comply with the Foreign Corrupt Practices Act and other anti-corruption laws, which impose strict requirements on international operations [148]. Financial and Operational Stability - The company may require additional capital to support growth strategies, with uncertainty regarding future financing availability [98]. - Operating as a public company has increased legal and compliance costs, which may affect the company's financial condition and management resources [171]. - Valens' share price fluctuated between $1.38 and $3.46 in 2025, with an average trading volume of 594,152 shares per day [172]. Geopolitical and Market Risks - Political and military conditions in Israel, including recent conflicts, may adversely affect Valens' business operations and revenue generation [186]. - The ongoing geopolitical instability could disrupt Valens' operations and delay the introduction of new technologies to the market [187]. - The company faces risks from potential boycotts of Israeli goods, which could impact its sales and market presence [191].
Owens ning(OC) - 2025 Q4 - Annual Report
2026-02-25 11:36
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________ FORM 10-K ______________________________________ ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-33100 ______________________________________ Owens Corning (Exact n ...
Owens ning(OC) - 2025 Q4 - Annual Results
2026-02-25 11:34
Exhibit 99.1 Owens Corning Reports Fourth-Quarter and Full-Year 2025 Results TOLEDO, Ohio – February 25, 2026 - Owens Corning (NYSE: OC), a building products leader, today reported fourth- quarter and full-year 2025 results. "Our performance in 2025 continued to demonstrate the strength of the company we have built. Through a combination of our strong market positions, improved operating efficiencies, and favorable product mix shifts, we are generating higher margins and operating cash flows on lower market ...
Recursion(RXRX) - 2025 Q4 - Annual Report
2026-02-25 11:33
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40323 Recursion Pharmaceuticals, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpo ...
United Therapeutics(UTHR) - 2025 Q4 - Annual Results
2026-02-25 11:32
Exhibit 99.1 SILVER SPRING, Md. and RESEARCH TRIANGLE PARK, N.C., February 25, 2026: United Therapeutics Corporation (Nasdaq: UTHR), a public benefit corporation, today announced its financial results for the quarter and year ended December 31, 2025. Full year 2025 revenues rose to a record $3.18 billion, reflecting 11% growth over 2024. "As we close out another remarkable year with record total revenue for the fourth year in a row, I extend my thanks to our Unitherians whose unwavering commitment to innova ...
Bloomin’ Brands(BLMN) - 2025 Q4 - Annual Results
2026-02-25 11:31
NEWS Exhibit 99.1 Tara Kurian SVP, IR, FP&A, and International (813) 830-5311 Bloomin' Brands Announces 2025 Q4 Financial Results Provides Full Year 2026 Financial Outlook TAMPA, Fla., February 25, 2026 - Bloomin' Brands, Inc. (Nasdaq: BLMN) today reported results for the fourth quarter 2025 ("Q4 2025") and the fiscal year ended December 28, 2025 ("Fiscal Year 2025") compared to the fourth quarter 2024 ("Q4 2024") and the fiscal year ended December 29, 2024 ("Fiscal Year 2024"). The following table reconcil ...
United Therapeutics(UTHR) - 2025 Q4 - Annual Report
2026-02-25 11:31
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission file number 0-26301 United Therapeutics Corporation (Exact Name of Registrant as Specified in Its Charter) (Address of Principal Executive Offices) ...