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Insider Monkey Blog

Long Cast Advisors’ Views on Matrix Service Company (MTRX)

Long Cast Advisers, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 13 - Hedge Fund Investor Letters, News

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Q4 2025 Earnings Call Transcript

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Q4 2025 Earnings Call Transcript March 12, 2026Ollie's Bargain Outlet Holdings, Inc.

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March 13 - News, Transcripts

Quest Resource Holding Corporation (NASDAQ:QRHC) Q4 2025 Earnings Call Transcript

Quest Resource Holding Corporation (NASDAQ:QRHC) Q4 2025 Earnings Call Transcript March 12, 2026Quest Resource Holding Corporation misses on earnings expectations.

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March 13 - News, Transcripts

Saga Communications, Inc. (NASDAQ:SGA) Q4 2025 Earnings Call Transcript

Saga Communications, Inc. (NASDAQ:SGA) Q4 2025 Earnings Call Transcript March 12, 2026Saga Communications, Inc. beats earnings expectations.

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March 13 - News, Transcripts

Vivid Seats Inc. (NASDAQ:SEAT) Q4 2025 Earnings Call Transcript

Vivid Seats Inc. (NASDAQ:SEAT) Q4 2025 Earnings Call Transcript March 12, 2026Vivid Seats Inc. misses on earnings expectations.

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March 13 - News, Transcripts

ProFrac Holding Corp. (NASDAQ:ACDC) Q4 2025 Earnings Call Transcript

ProFrac Holding Corp. (NASDAQ:ACDC) Q4 2025 Earnings Call Transcript March 12, 2026ProFrac Holding Corp. misses on earnings expectations.

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March 13 - News, Transcripts

Aurora Mobile Limited (NASDAQ:JG) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Aurora Mobile Fourth Quarter and Fiscal Year 2025 Earnings Conference Call.

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March 13 - News, Transcripts

Dollar General Corporation (NYSE:DG) Q4 2025 Earnings Call Transcript

Dollar General Corporation (NYSE:DG) Q4 2025 Earnings Call Transcript March 12, 2026Dollar General Corporation beats earnings expectations.

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March 13 - News, Transcripts

Vera Bradley, Inc. (NASDAQ:VRA) Q4 2026 Earnings Call Transcript

Vera Bradley, Inc. (NASDAQ:VRA) Q4 2026 Earnings Call Transcript March 12, 2026Vera Bradley, Inc. beats earnings expectations.

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March 13 - News, Transcripts

American Public Education, Inc. (NASDAQ:APEI) Q4 2025 Earnings Call Transcript

American Public Education, Inc. (NASDAQ:APEI) Q4 2025 Earnings Call Transcript March 12, 2026American Public Education, Inc. beats earnings expectations.

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March 13 - News, Transcripts

Runway Growth Finance Corp. (NASDAQ:RWAY) Q4 2025 Earnings Call Transcript

Runway Growth Finance Corp. (NASDAQ:RWAY) Q4 2025 Earnings Call Transcript March 12, 2026Runway Growth Finance Corp. misses on earnings expectations.

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March 13 - News, Transcripts

America’s Car-Mart, Inc. (NASDAQ:CRMT) Q3 2026 Earnings Call Transcript

America's Car-Mart, Inc. (NASDAQ:CRMT) Q3 2026 Earnings Call Transcript March 12, 2026America's Car-Mart, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

The Beauty Health Company (NASDAQ:SKIN) Q4 2025 Earnings Call Transcript

The Beauty Health Company (NASDAQ:SKIN) Q4 2025 Earnings Call Transcript March 12, 2026The Beauty Health Company misses on earnings expectations.

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March 13 - News, Transcripts

CareCloud, Inc. (NASDAQ:CCLD) Q4 2025 Earnings Call Transcript

CareCloud, Inc. (NASDAQ:CCLD) Q4 2025 Earnings Call Transcript March 12, 2026CareCloud, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

Sleep Number Corporation (NASDAQ:SNBR) Q4 2025 Earnings Call Transcript

Sleep Number Corporation (NASDAQ:SNBR) Q4 2025 Earnings Call Transcript March 12, 2026Sleep Number Corporation beats earnings expectations.

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March 13 - News, Transcripts

SenesTech, Inc. (NASDAQ:SNES) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the SenesTech, Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call.

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March 13 - News, Transcripts

Limoneira Company (NASDAQ:LMNR) Q1 2026 Earnings Call Transcript

Limoneira Company (NASDAQ:LMNR) Q1 2026 Earnings Call Transcript March 12, 2026Limoneira Company misses on earnings expectations.

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March 13 - News, Transcripts

Sunrise Realty Trust, Inc. (NASDAQ:SUNS) Q4 2025 Earnings Call Transcript

Sunrise Realty Trust, Inc. (NASDAQ:SUNS) Q4 2025 Earnings Call Transcript March 12, 2026Sunrise Realty Trust, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

Allogene Therapeutics, Inc. (NASDAQ:ALLO) Q4 2025 Earnings Call Transcript

Allogene Therapeutics, Inc. (NASDAQ:ALLO) Q4 2025 Earnings Call Transcript March 12, 2026Allogene Therapeutics, Inc. beats earnings expectations.

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March 13 - News, Transcripts

Atlanticus Holdings Corporation (NASDAQ:ATLC) Q4 2025 Earnings Call Transcript

Atlanticus Holdings Corporation (NASDAQ:ATLC) Q4 2025 Earnings Call Transcript March 12, 2026Atlanticus Holdings Corporation misses on earnings expectations.

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March 13 - News, Transcripts

Turtle Beach Corporation (NASDAQ:TBCH) Q4 2025 Earnings Call Transcript

Turtle Beach Corporation (NASDAQ:TBCH) Q4 2025 Earnings Call Transcript March 12, 2026Turtle Beach Corporation misses on earnings expectations.

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March 13 - News, Transcripts

Nektar Therapeutics (NASDAQ:NKTR) Q4 2025 Earnings Call Transcript

Nektar Therapeutics (NASDAQ:NKTR) Q4 2025 Earnings Call Transcript March 12, 2026Nektar Therapeutics beats earnings expectations.

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March 13 - News, Transcripts

Urban One, Inc. (NASDAQ:UONE) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the Urban One, Inc. 2025 Fourth Quarter Earnings Call.

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March 13 - News, Transcripts

Urban One, Inc. (NASDAQ:UONEK) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the Urban One, Inc. 2025 Fourth Quarter Earnings Call.

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March 13 - News, Transcripts

EverCommerce Inc. (NASDAQ:EVCM) Q4 2025 Earnings Call Transcript

EverCommerce Inc. (NASDAQ:EVCM) Q4 2025 Earnings Call Transcript March 12, 2026EverCommerce Inc. misses on earnings expectations.

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March 13 - News, Transcripts

Jefferson Capital, Inc. Common Stock (NASDAQ:JCAP) Q4 2025 Earnings Call Transcript

Jefferson Capital, Inc. Common Stock (NASDAQ:JCAP) Q4 2025 Earnings Call Transcript March 12, 2026Jefferson Capital, Inc. Common Stock beats earnings expectations.

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March 13 - News, Transcripts

Karat Packaging Inc. (NASDAQ:KRT) Q4 2025 Earnings Call Transcript

Karat Packaging Inc. (NASDAQ:KRT) Q4 2025 Earnings Call Transcript March 12, 2026Karat Packaging Inc. beats earnings expectations.

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March 13 - News, Transcripts

Pixelworks, Inc. (NASDAQ:PXLW) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to Pixelworks, Inc. Fourth Quarter 2025 Earnings Conference Call. I will be your operator for today's call.

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March 13 - News, Transcripts

Full Truck Alliance Co. Ltd. (NYSE:YMM) Q4 2025 Earnings Call Transcript

Full Truck Alliance Co. Ltd. (NYSE:YMM) Q4 2025 Earnings Call Transcript March 12, 2026Full Truck Alliance Co. Ltd. misses on earnings expectations.

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March 13 - News, Transcripts

Vuzix Corporation (NASDAQ:VUZI) Q4 2025 Earnings Call Transcript

Vuzix Corporation (NASDAQ:VUZI) Q4 2025 Earnings Call Transcript March 12, 2026Vuzix Corporation misses on earnings expectations.

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March 13 - News, Transcripts

Chicago Atlantic Real Estate Finance, Inc. (NASDAQ:REFI) Q4 2025 Earnings Call Transcript

Chicago Atlantic Real Estate Finance, Inc. (NASDAQ:REFI) Q4 2025 Earnings Call Transcript March 12, 2026Chicago Atlantic Real Estate Finance, Inc. beats earnings expectations.

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March 13 - News, Transcripts

BK Technologies Corporation (AMEX:BKTI) Q4 2025 Earnings Call Transcript

BK Technologies Corporation (AMEX:BKTI) Q4 2025 Earnings Call Transcript March 12, 2026BK Technologies Corporation beats earnings expectations.

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March 13 - News, Transcripts

Abacus Global Management, Inc. (NYSE:ABX) Q4 2025 Earnings Call Transcript

Abacus Global Management, Inc. (NYSE:ABX) Q4 2025 Earnings Call Transcript March 12, 2026Abacus Global Management, Inc. beats earnings expectations.

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March 13 - News, Transcripts

Zedge, Inc. (AMEX:ZDGE) Q2 2026 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to Zedge, Inc.'s earnings conference call for 2026.

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March 13 - News, Transcripts

Mission Produce, Inc. (NASDAQ:AVO) Q1 2026 Earnings Call Transcript

Mission Produce, Inc. (NASDAQ:AVO) Q1 2026 Earnings Call Transcript March 12, 2026Mission Produce, Inc. beats earnings expectations.

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March 13 - News, Transcripts

GPGI, Inc. (NYSE:GPGI) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the GPGI, Inc. Fourth Quarter 2025 Earnings Conference Call.

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March 13 - News, Transcripts

Aemetis, Inc. (NASDAQ:AMTX) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the Aemetis, Inc. Fourth Quarter and Full Year 2025 Earnings Review Conference Call.

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March 13 - News, Transcripts

CION Investment Corporation (NYSE:CION) Q4 2025 Earnings Call Transcript

CION Investment Corporation (NYSE:CION) Q4 2025 Earnings Call Transcript March 12, 2026CION Investment Corporation misses on earnings expectations.

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March 13 - News, Transcripts

TIC Solutions, Inc. (NYSE:TIC) Q4 2025 Earnings Call Transcript

TIC Solutions, Inc. (NYSE:TIC) Q4 2025 Earnings Call Transcript March 12, 2026TIC Solutions, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q4 2025 Earnings Call Transcript

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q4 2025 Earnings Call Transcript March 12, 2026Build-A-Bear Workshop, Inc. beats earnings expectations.

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March 13 - News, Transcripts

Gambling.com Group Limited (NASDAQ:GAMB) Q4 2025 Earnings Call Transcript

Gambling.com Group Limited (NASDAQ:GAMB) Q4 2025 Earnings Call Transcript March 12, 2026Gambling.com Group Limited beats earnings expectations.

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March 13 - News, Transcripts

Ulta Beauty, Inc. (NASDAQ:ULTA) Q4 2025 Earnings Call Transcript

Ulta Beauty, Inc. (NASDAQ:ULTA) Q4 2025 Earnings Call Transcript March 12, 2026Ulta Beauty, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

HeartBeam, Inc. (NASDAQ:BEAT) Q4 2025 Earnings Call Transcript

HeartBeam, Inc. (NASDAQ:BEAT) Q4 2025 Earnings Call Transcript March 12, 2026HeartBeam, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

ServiceTitan, Inc. (NASDAQ:TTAN) Q4 2026 Earnings Call Transcript

ServiceTitan, Inc. (NASDAQ:TTAN) Q4 2026 Earnings Call Transcript March 12, 2026ServiceTitan, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

Adobe Inc. (NASDAQ:ADBE) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Q1 FY 2026 Adobe Earnings Conference Call. Today's conference is being recorded.

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March 13 - News, Transcripts

Village Farms International, Inc. (NASDAQ:VFF) Q4 2025 Earnings Call Transcript

Village Farms International, Inc. (NASDAQ:VFF) Q4 2025 Earnings Call Transcript March 12, 2026Village Farms International, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

Lifetime Brands, Inc. (NASDAQ:LCUT) Q4 2025 Earnings Call Transcript

Lifetime Brands, Inc. (NASDAQ:LCUT) Q4 2025 Earnings Call Transcript March 12, 2026Lifetime Brands, Inc. beats earnings expectations.

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March 13 - News, Transcripts

Corvus Pharmaceuticals, Inc. (NASDAQ:CRVS) Q4 2025 Earnings Call Transcript

Corvus Pharmaceuticals, Inc. (NASDAQ:CRVS) Q4 2025 Earnings Call Transcript March 12, 2026Corvus Pharmaceuticals, Inc. misses on earnings expectations.

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March 13 - News, Transcripts

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q4 2026 Earnings Call Transcript

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q4 2026 Earnings Call Transcript March 12, 2026G-III Apparel Group, Ltd. misses on earnings expectations.

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March 13 - News, Transcripts

United Maritime Corporation (NASDAQ:USEA) Q4 2025 Earnings Call Transcript

United Maritime Corporation (NASDAQ:USEA) Q4 2025 Earnings Call Transcript March 12, 2026United Maritime Corporation misses on earnings expectations.

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March 13 - News, Transcripts

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