Workflow
Company financial performance
icon
Search documents
SalMar ASA (SALRY) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-16 14:57
Core Insights - SalMar experienced a financially weak year in 2025, but operationally and biologically, it showed strong performance with several positive developments [1][2] Financial Performance - Key indicators are improving, with record high biomass at sea and lower cost levels [3] - Financial performance is expected to improve as operational metrics show positive trends [2] Operational Highlights - The company harvested fish at the end of Q4 and in January with superior grades not seen in the last decade [3] - Mortality rates continue to decline, indicating better fish health and management practices [3] - Greenhouse gas emissions are significantly decreasing, reflecting the company's commitment to sustainability [3] Employee Engagement - The dedication and effort of employees have been crucial in navigating a challenging year, contributing to the company's operational success [2]
Mettler-Toledo (MTD) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2026-02-07 00:31
Core Insights - Mettler-Toledo reported revenue of $1.13 billion for the quarter ended December 2025, reflecting an 8.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.1 billion by 2.53% [1] - The company's EPS for the quarter was $13.36, up from $12.41 in the same quarter last year, exceeding the consensus EPS estimate of $12.76 by 4.67% [1] Revenue Breakdown - Net Sales- Products reached $856.96 million, exceeding the average analyst estimate of $839.62 million, representing a year-over-year increase of 6.9% [4] - Net Sales- Service totaled $272.77 million, surpassing the average estimate of $263.45 million, with an 11.9% increase compared to the previous year [4] - Net Sales- Retail amounted to $54.41 million, exceeding the average estimate of $49.53 million, showing a significant year-over-year growth of 24% [4] - Net Sales- Industrial was reported at $437.13 million, above the average estimate of $421.26 million, reflecting a 9.7% increase year-over-year [4] - Net Sales- Laboratory reached $638.2 million, slightly above the average estimate of $630.62 million, marking a 5.9% increase from the prior year [4] Stock Performance - Mettler-Toledo's shares have declined by 5.6% over the past month, while the Zacks S&P 500 composite has decreased by 1.5% during the same period [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]
Beazer (BZH) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2026-01-30 00:01
Core Insights - Beazer Homes (BZH) reported a revenue of $363.49 million for the quarter ended December 2025, reflecting a year-over-year decline of 22.5% and a significant EPS of -$0.90 compared to $0.10 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $423.23 million by 14.12%, while the EPS was also below the consensus estimate of -$0.49, resulting in an EPS surprise of -83.67% [1] Financial Performance Metrics - Total home closings were reported at 700, which is below the three-analyst average estimate of 799 [4] - The average selling price (ASP) from closings was $513.90, slightly lower than the estimated $515.07 [4] - The average active community count stood at 167, compared to the average estimate of 170 [4] - Backlog units were reported at 1,008, which is lower than the estimated 1,054 [4] - New orders, net of cancellations, totaled 763, falling short of the estimated 908 [4] - Revenue from land sales and other was $3.75 million, significantly below the average estimate of $12.5 million, marking a year-over-year decline of 56.1% [4] - Homebuilding revenue was $359.74 million, compared to the estimated $411.61 million, representing a year-over-year decline of 21.9% [4] - Gross profit from homebuilding was reported at $37.42 million, which is lower than the average estimate of $53.12 million [4] Stock Performance - Beazer's shares have returned +16.3% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Good results for 2025 given the circumstances and a strong outlook for 2026
Globenewswire· 2026-01-27 18:12
Core Insights - Schouw & Co. anticipates revenue in 2025 to reach approximately DKK 34.1 billion, slightly above the previous expectation of DKK 33.7-34.7 billion, with EBITDA projected at DKK 2,875 million, compared to the earlier range of DKK 2,850-3,020 million [1] Group Performance - BioMar, the largest business segment, is expected to generate revenue of DKK 16.5 billion in 2025, exceeding the prior forecast of DKK 16.3-16.7 billion, with an EBITDA of DKK 1,517 million, also above the expected range of DKK 1,490-1,530 million [2] - Other businesses, including GPV, HydraSpecma, Fibertex Personal Care, and Fibertex Nonwovens, reported revenue and EBITDA within or slightly above their guidance ranges, while Borg Automotive faced challenges, resulting in an EBITDA close to zero and a DKK 300 million impairment of goodwill [2] Future Outlook - Schouw & Co. expects to maintain a high level of activity in 2026, with all businesses projected to deliver EBITDA at least at the same level as in 2025, except for Fibertex Personal Care, which benefited from favorable raw material prices in 2025 [3] - The consolidated revenue for 2026 is anticipated to be in the range of DKK 33.0-35.5 billion, with EBITDA expected between DKK 2,900-3,200 million, subject to fluctuations in raw material prices and exchange rates [4] BioMar Listing Consideration - The ongoing evaluation for a potential separate stock exchange listing of BioMar has led to the disclosure of additional details in a company presentation, and the Board has waived the usual 30-day silent period for BioMar prior to the annual report publication [5]
CVS Health Stock Gains on Guidance Raise. How It Expects to Perform in 2025 and Beyond.
Barrons· 2025-12-09 12:35
Core Viewpoint - The healthcare company anticipates a narrower per-share loss in 2025 [1] Summary by Relevant Categories Financial Performance - The company expects to report a reduced loss per share in 2025 compared to previous years [1]
GameSquare Holdings Reports 2025 Third Quarter Results
Accessnewswire· 2025-11-13 21:10
Core Insights - GameSquare Holdings, Inc. reported a net income from continuing operations of $5.9 million for Q3 2025, indicating a positive financial performance [1] - The gross margin increased by 20.0% sequentially to 49.4%, reflecting improved operational efficiency [1] - The balance sheet as of September 30, 2025, is the strongest in the company's history, with $81.5 million in DAT assets and cash, no debt, and shareholders' equity of $78.7 million [1] - Management anticipates continued positive momentum in Q4 2025, suggesting confidence in ongoing growth [1] - CEO Justin Kenna emphasized that 2025 is a defining year for GameSquare, with third-quarter results confirming the effectiveness of the company's strategy [1]
Nice (NICE) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-11-13 17:01
Core Insights - Nice (NICE) reported $732 million in revenue for Q3 2025, a year-over-year increase of 6.1%, with an EPS of $3.18 compared to $2.88 a year ago, exceeding the Zacks Consensus Estimate of $727.92 million by 0.56% and the EPS estimate of $3.17 by 0.32% [1] Revenue Performance - Geographic Revenues: - Americas: $618 million, exceeding the estimated $614.1 million, with a year-over-year change of +5.3% [4] - Asia Pacific: $40 million, surpassing the estimated $39.86 million, with a year-over-year change of +17.7% [4] - EMEA: $74 million, above the estimated $73.33 million, with a year-over-year change of +7.3% [4] - Revenue by Business Model: - Cloud: $562.94 million, exceeding the estimated $559.35 million, with a year-over-year change of +12.6% [4] - Services: $138.71 million, slightly below the estimated $139.26 million, with a year-over-year change of -7.4% [4] - Product: $30.35 million, surpassing the estimated $29.31 million, with a year-over-year change of -24.1% [4] Stock Performance - Shares of Nice have returned -3.3% over the past month, while the Zacks S&P 500 composite has changed by +4.6%, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]
Planet Fitness Shares Jump 10% After Q3 Beat and Upgraded 2025 Outlook
Financial Modeling Prep· 2025-11-06 21:57
Core Insights - Planet Fitness Inc. shares surged over 10% in intra-day trading following better-than-expected third-quarter results and an increased full-year growth outlook [1] Financial Performance - The company reported adjusted earnings of $0.80 per share, exceeding consensus estimates of $0.73 [1] - Revenue increased by 13% year over year to $330.3 million, surpassing expectations of $323.47 million [1] - System-wide same-store sales rose by 6.9% compared to the prior year [1] Expansion and Shareholder Returns - Planet Fitness opened 35 new locations in the quarter, bringing the total to 2,795 clubs as of September 30 [2] - The company repurchased approximately $100 million worth of its shares during the period [2] Updated Guidance - The company raised its 2025 guidance for system-wide same-store sales growth to approximately 6.5%, up from the previous estimate of 6.0% [2] - Revenue growth is now forecasted at about 11%, compared to a prior projection of 10% [2] - Adjusted EBITDA growth outlook was increased to around 12% from 10% [3] - Adjusted net income is expected to rise by 13% to 14%, up from an earlier estimate of 8% to 9% [3]
Here's What Key Metrics Tell Us About Montrose Environmental (MEG) Q3 Earnings
ZACKS· 2025-11-05 02:01
Core Insights - Montrose Environmental (MEG) reported revenue of $224.89 million for Q3 2025, marking a year-over-year increase of 25.9% and exceeding the Zacks Consensus Estimate of $195.85 million by 14.83% [1] - The company's EPS for the quarter was $0.36, down from $0.41 a year ago, but still above the consensus estimate of $0.33, resulting in an EPS surprise of 9.09% [1] Revenue Breakdown - Revenues from Assessment, Permitting and Response reached $91.08 million, significantly higher than the estimated $58.51 million, reflecting a year-over-year increase of 75.1% [4] - Revenues from Remediation & Reuse were reported at $70.85 million, slightly above the average estimate of $68.55 million, with a year-over-year change of 4.1% [4] - Revenues from Measurements & Analysis totaled $62.96 million, surpassing the estimated $61.29 million, and showing a year-over-year increase of 7.5% [4] Stock Performance - Over the past month, shares of Montrose Environmental have declined by 11.6%, contrasting with a 2.1% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]
Aflac (AFL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-11-05 00:01
Core Insights - Aflac reported a revenue of $4.74 billion for the quarter ended September 2025, marking a 60.7% increase year-over-year, with EPS at $2.49 compared to $2.16 in the same quarter last year, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - The reported revenue of $4.74 billion surpassed the Zacks Consensus Estimate of $4.49 billion, resulting in a surprise of +5.59% [1] - EPS exceeded expectations with a surprise of +38.33%, against a consensus estimate of $1.80 [1] - Aflac's shares have returned -5.4% over the past month, while the Zacks S&P 500 composite increased by +2.1% [3] Key Metrics - Total Benefit/Premium for Aflac Japan was reported at 27.8%, significantly lower than the average estimate of 64.7% [4] - Total Adjusted Expenses/Total Adjusted Revenue for Aflac U.S. was 38.9%, slightly above the average estimate of 38.8% [4] - Total Adjusted Revenues for Aflac U.S. were $1.73 billion, below the average estimate of $1.75 billion, reflecting a year-over-year increase of +2.6% [4] - Total Adjusted Revenues for Aflac Japan were $2.34 billion, below the estimated $2.43 billion, showing a year-over-year decrease of -1.8% [4] - Net investment income was reported at $1.07 billion, exceeding the average estimate of $983.85 million, with a year-over-year increase of +6.1% [4] - Total adjusted revenues from Corporate and other segments reached $343 million, slightly above the average estimate of $336.5 million, representing a year-over-year change of +52.4% [4]