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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...

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.

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.

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...

Key Tronic (KTCC) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DateTuesday, Feb. 3, 2026 at 5 p.m. ETCall participantsPresident and Chief Executive Officer — Brett LarsenChief Financial Officer — Tony VoorheesTakeawaysTotal Revenue -- $96,300,000, declining from $113,900,000, primarily due to reduced demand from a long-standing customer and end-of-life program transitions, partially offset by new program wins and increased demand from several other customers.Gross Margin -- 0.6%, with operating margin at negative 10.7%, co...

Amgen (AMGN) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Feb. 3, 2026 at 4:30 p.m. ETCALL PARTICIPANTSChairman, President & Chief Executive Officer — Robert A. BradwayExecutive Vice President, Research & Development — James E. BradnerExecutive Vice President, Global Commercial Operations — Murdo GordonExecutive Vice President & Chief Financial Officer — Peter H. GriffithTAKEAWAYSRevenue Growth -- Double-digit revenue and earnings per share growth achieved in 2025.Product Performance -- Fourteen products ...

Amdocs (DOX) Beats Q1 Earnings and Revenue Estimates

Amdocs (DOX) delivered earnings and revenue surprises of +3.28% and +0.32%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?