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Earnings Recaps

Browse reported earnings of the most popular stocks

8 companies Today
Chewy, Inc. logo
CH
Chewy, Inc.
CHWY
Q3 2025
Reported:

Chewy's Q3 2025 results demonstrate strong growth and profitability, with net sales surpassing expectations and margin expansion reflecting robust operational execution.

Key takeaways
  • Q3 net sales increased 8.3% year-over-year to $3.12 billion, driven by strong Autoship growth and customer acquisition.
  • Adjusted EBITDA rose 30% to $181 million, with adjusted EBITDA margin expanding to 5.8% due to improved gross margins and disciplined SG&A management.
  • Free cash flow generated in the quarter totaled $176 million, facilitating $55 million in share repurchases and strategic investments.
  • Continued strong performance from Chewy Vet Care and the expansion of Chewy+ membership program signal a positive outlook for customer loyalty and recurring revenue.
  • Chewy aims for long-term adjusted EBITDA margin of 10%, supported by structural efficiencies and a growing premium health product assortment through recent acquisitions.
More info
Chemring Group PLC logo
CM
Chemring Group PLC
CMGMY
Q4 2025
Reported:

Chemring’s FY 2025 results reflect solid performance amidst U.K. government spending challenges, with a record order book supporting a strategic path to double revenues by 2030.

Key takeaways
  • Group revenue rose 2% to GBP 498 million, with operating margin improving from 14.3% to 14.8%.
  • Record order intake of GBP 781 million, up 20% year-on-year, contributing to a total order book of GBP 1.3 billion, a 32% increase.
  • Strong cash conversion at 114% and EPS growth of 3% against a backdrop of higher tax and finance costs.
  • Significant growth in the Countermeasures & Energetics segment, with operating profit up 37% and margins reaching 19.1%.
  • Continued investment in operational excellence underscores Chemring’s commitment to sustainable, long-term value creation amidst rising global defense spending.
More info
Compass Minerals International, Inc. logo
CM
Compass Minerals International, Inc.
CMP
Q4 2025
Reported:

Compass Minerals reported significant improvement in key financial metrics for FY 2025, achieving a notable reduction in net losses and a strong focus on operational restructuring, positioning the company for sustainable growth.

Key takeaways
  • Consolidated revenue reached approximately $1.25 billion, an 11% year-over-year increase.
  • Adjusted EBITDA surged almost 107% to $35 million, while quarterly adjusted EBITDA rose to $42 million, up from $16 million year-over-year.
  • Successfully reduced net debt by 14% ($125 million) and improved financial flexibility through a midyear refinancing initiative.
  • Strategic reduction in corporate costs led to an 18% decrease in SG&A expenses, contributing to a $25 million year-over-year improvement.
  • Sales volumes in the Plant Nutrition segment grew by 19%, reflecting the effectiveness of operational enhancements.
More info
Photronics, Inc. logo
PL
Photronics, Inc.
PLAB
Q4 2025
Reported:

Photronics reported strong Q4 results with $216 million in sales, driven by record high-end IC revenue, while capitalizing on operational strengths for future growth.

Key takeaways
  • Q4 non-GAAP diluted EPS reached 60¢, surpassing guidance amid a 3% sequential sales increase.
  • High-end IC revenue set a record at 42% of total IC revenue, reflecting robust demand, particularly in the U.S.
  • The company is expanding production capabilities in Texas and Korea, targeting enhanced exposure to advanced semiconductor nodes.
  • Gross margin improved to 35%, bolstered by a favorable product mix despite mainstream IC revenue challenges.
  • Demand for FPD masks is rebounding, with expectations for strong performance in Q1 fiscal 2026.
More info
Dave & Buster's Entertainment, Inc. logo
PL
Dave & Buster's Entertainment, Inc.
PLAY
Q3 2025
Reported:

Dave & Buster's delivered a solid third quarter performance, showing sequential improvement in same-store sales and momentum in food and beverage offerings, bolstered by the execution of its strategic "Back to Basics" plan.

Key takeaways
  • Same-store sales improved each month during Q3, with food and beverage sales particularly strong following the new menu launch.
  • The "Eat & Play" combo promotion contributed to increased guest traffic and higher average checks, demonstrating effective marketing strategies.
  • Training programs aimed at field operations have improved employee engagement and reduced turnover, enhancing overall guest experiences.
  • A renewed commitment to innovative game offerings is expected to drive repeat visitation, with 10 new games lined up for 2026.
  • The remodel program is optimized to refresh locations while controlling costs, aiming to boost store traffic and sales.
More info
thyssenkrupp AG logo
TK
thyssenkrupp AG
TKA.DE
Q4 2025
Reported:

Thyssenkrupp delivered strong results in its fiscal year 2024-25, despite significant challenges, including a sales decline of €2.2 billion; however, improved operational efficiencies led to an increased EBIT of €640 million and a positive net income.

Key takeaways
  • Achieved an EBIT of €640 million, reflecting a €72 million year-over-year increase amidst a challenging market, showcasing effective restructuring efforts.
  • Successfully spun off TKMS, resulting in a 14% value creation for shareholders on the first trading day and establishing TKMS in the MDAX.
  • Reported positive free cash flow of €363 million for the third consecutive year, compounded by a strong fourth-quarter performance.
  • Maintained a robust net cash position of nearly €5 billion, providing a solid foundation for future portfolio development and transformation into a financial holding company.
  • Despite a cumulative sales drop of nearly €5 billion over two years due to market headwinds, key financial metrics remained resilient, underscoring operational strength.
More info
Toll Brothers, Inc. logo
TO
Toll Brothers, Inc.
TOL
Q4 2025
Reported:

Toll Brothers achieved strong fiscal year 2025 results, delivering 11,292 homes and generating record home sales revenue of $10.8 billion, despite a challenging sales environment.

Key takeaways
  • Delivered homes grew by 4% in units and 3% in revenue compared to the prior year, with an average home price of $960,000.
  • Adjusted gross margin remained robust at 27.3%, with earnings of $13.49 per diluted share.
  • Sales fundamentals remain solid, with 2,598 net agreements signed in Q4 and favorable demographic trends supporting long-term housing demand.
  • Strong liquidity position with $1.1 billion in operating cash flows and $750 million returned to shareholders via buybacks and dividends.
  • Spec homes accounted for approximately 54% of deliveries, enhancing appeal and flexibility for buyers.
More info
TUI AG logo
TU
TUI AG
TUI1.DE
Q4 2025
Reported:

TUI achieved record results in 2025, driven by strong EBIT growth and a successful shift towards an asset-light model focused on Holiday Experiences, while also reintroducing dividends to shareholders.

Key takeaways
  • Strong EBIT growth resulted from a robust performance in Hotels & Resorts and Cruises, with overall occupancy reaching 84% for hotels.
  • The company continues to invest in M&A transformation, expecting a monetization phase that will help achieve a 3% EBIT margin target.
  • Despite a decrease in Markets & Airlines results of approximately EUR 100 million, the company's strategic focus on its integrated ecosystem and AI is set to enhance profitability moving forward.
  • TUI's unique customer base has expanded to 35 million, bolstering marketing efforts and improving retention rates.
  • A new dividend policy was announced, marking a significant shift after years without dividend payments, reflecting the company's commitment to returning value to shareholders.
More info

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