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Clorox (CLX) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Linda RendleChief Operating Officer — Luc BelletNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSCategory Growth -- Category sales were "about flat" for both Q1 and Q2, with management expecting 0%-1% category growth in the back half.Market Share -- Clorox (NYSE:CLX) experienced a decline in market share but saw "sequential improvement" exiting the quarter and int...

Match Group (MTCH) Q4 2025 Earnings Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 5:00 p.m. ETCALL PARTICIPANTSChief Executive Officer — Spencer RascoffChief Financial Officer — Steven BaileyHead of Investor Relations — Tanny ShelburneNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSTotal Revenue -- $878 million for Q4, up 2% year over year and flat on a foreign exchange neutral basis.Adjusted EBITDA -- $370 million in Q4, up 14%, with an adjusted EBITDA margin of 42%; margin would have been 41%...

Lumentum (LITE) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 5 p.m. ETCALL PARTICIPANTSPresident and Chief Executive Officer — Michael HurlstonExecutive Vice President and Chief Financial Officer — Wajid AliPresident, Global Business Units — Wupen YuenVice President of Investor Relations — Kathy TaNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSQuarterly Revenue -- $665.5 million, an all-time company record and a sequential record performance for the second consecutive quar...

Columbia (COLM) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 5 p.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Timothy P. BoyleCo-President — Joe BoyleCo-President — Peter BragdonExecutive Vice President and Chief Financial Officer — Jim SwansonExecutive Vice President, Chief Administrative Officer, and General Counsel — Rochelle LutherDirector of Investor Relations — Reed AndersonTAKEAWAYSNet Sales -- $1.1 billion for the quarter, a 2% decrease year over year driven by a 7% de...

AMD (AMD) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateTuesday, February 3, 2026 at 5 p.m. ETCall participantsChair and CEO — Lisa SuEVP, Chief Financial Officer — Jean HuSVP, Computing and Graphics — Matt RamsayTakeawaysTotal Revenue -- $10.3 billion, up 34% year over year, with 11% sequential growth primarily from data center, client, and gaming segments.Net Income -- $2.5 billion, up 42% year over year to a new record.Free Cash Flow -- $2.1 billion, nearly double year over year and a record for the company.F...

Aviat (AVNW) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 5 p.m. ETCALL PARTICIPANTSPresident and Chief Executive Officer — Pete SmithChief Financial Officer — Andy SchmidtActing Chief Financial Officer — Andrew FredricksonNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSRevenue -- $111.5 million in the quarter, down from $118.2 million for the same period in 2025.Year-to-Date Revenue Growth -- $218.8 million for the first six months, representing a 5.9% increase.Gross Ma...

Mercury Systems MRCY Q2 2026 Earnings Transcript

Image source: The Motley Fool.DateTuesday, Feb. 3, 2026 at 5 p.m. ETCall participantsChairman and Chief Executive Officer — William L. BallhausExecutive Vice President and Chief Financial Officer — David E. FarnsworthTakeawaysBookings -- $288 million, resulting in a book-to-bill of 1.23 and contributing to a record backlog approaching $1.5 billion, with backlog up 8.8% year over year.Revenue -- $233 million, reflecting a 4.4% increase and driving first-half revenue up 7.1% year over year.Ad...

Clorox (CLX) Reports Q2 Earnings: What Key Metrics Have to Say

The headline numbers for Clorox (CLX) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Chipotle (CMG) Reports Q4 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Chipotle (CMG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Purpose Investments Announces Merger of Purpose Ether Staking Corp. ETF Into Purpose Ether ETF

TORONTO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Purpose Investments Inc. (“Purpose”) today announced, further to its news releases of November 19, 2025 and September 22, 2025, that it will be proceeding with the merger of Purpose Ether Staking Corp. ETF (Cboe Canada: ETHC.B) (the “Terminating Fund”) into Purpose Ether ETF (TSX: ETHH.B) (the “Continuing Fund”) on a tax-deferred basis (the “Merger”) on or about February 13, 2025 (the “Merger Date”).

Varonis (VRNS) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateFeb. 3, 2026 at 4:30 p.m. ETCall participantsChief Executive Officer — Yakov FaitelsonChief Financial Officer and Chief Operating Officer — Guy MelamedVP of Investor Relations — Tim PerzTakeawaysSaaS ARR -- $638.5 million, comprising 86% of total ARR, up 32% year over year when excluding the impact of conversions.Total ARR -- $745.4 million, representing 16% year-over-year growth.ARR conversions -- Approximately $65 million in ARR was converted from self-ho...

Mondelez (MDLZ) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateTuesday, Feb. 3, 2026 at 5 p.m. ETCall participantsChairman & Chief Executive Officer — Dirk Van de PutChief Financial Officer — Luca ZaramellaVice President, Investor Relations — Shep DunlapTakeawaysChocolate Pricing Strategy -- Management expects "flat pricing" for chocolate in 2026, supported by locked-in cocoa costs despite the recent sharp decline in spot cocoa prices.Volume and Consumption Trends -- Penetration rates for key brands remain stable, but ...

Carlisle (CSL) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateFeb. 3, 2026 at 5 p.m. ETCall participantsChairman, President, and Chief Executive Officer — Chris KochChief Financial Officer — Kevin ZdimalVice President, Investor Relations — Mehul PatelConference Moderator — JoelleNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysRevenue -- $1.1 billion in fiscal Q4 (period ended Dec. 31, 2025), up 0.4%; full-year revenue was $5 billion.Adjusted EPS -- $3.90 in fiscal Q4, representing a 13% decrease; fu...

Benchmark BHE Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateFeb. 3, 2026 at 5 p.m. ETCall participantsChief Executive Officer — Jeffrey BenckIncoming Chief Executive Officer — David MoezidisChief Financial Officer — Bryan SchumakerNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysRevenue -- $704 million for the quarter, representing 7% year-over-year growth, with high single-digit growth company-wide and double-digit gains in Advanced Computing & Connectivity, Medical, and Aerospace & Defense sector...

InnovAge (INNV) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Patrick BlairChief Financial Officer — Ben AdamsNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSTotal Revenues -- $239.7 million, up 14.7% year over year, with sequential growth of 1.5% driven by higher member months and capitation rates.Adjusted EBITDA -- $22.2 million, compared to $5.9 million in the prior year and $17.6 million in the previous quarter.Adjusted...

Cirrus Logic (CRUS) Q3 2026 Earnings Transcript

Image source: The Motley Fool.DateTuesday, Feb. 3, 2026, 5 p.m. ETCall participantsChief Executive Officer — John ForsythChief Financial Officer — Jeff WoolardVice President, Investor Relations — Chelsea HeffernanTakeawaysRevenue -- $580.6 million, exceeding the top end of prior guidance due to stronger-than-expected smartphone demand and favorable end-device mix.Revenue change (sequential) -- Up 4% from the previous quarter, attributed to higher smartphone unit volumes, partially offset by...

Amdocs (DOX) Q1 2026 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 5 p.m. ETCALL PARTICIPANTSPresident and Chief Executive Officer — Shuky ShefferIncoming President and Chief Executive Officer — Jimmy OlficChief Financial and Operating Officer — Tamar Rapaport-DagimHead of Investor Relations — Matt SmithNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSRevenue -- $1.16 billion, up 4.1% year over year and 3.5% in constant currency, slightly above the midpoint of guidance.Profitabili...

Chipotle (CMG) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateFeb. 3, 2026 at 4:30 p.m. ETCall participantsChief Executive Officer — Scott BoatwrightChief Financial Officer — Adam RymerHead of Investor Relations — Cindy OlsenTakeawaysRevenue -- $3 billion for the quarter, up 4.9% from the prior year period.Comparable restaurant sales -- Decreased 2.5% in the quarter; full-year comparable sales declined 1.7%.Adjusted diluted earnings per share -- $0.25 for the quarter, consistent with the prior year; $1.17 for the year...