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Insider Monkey Blog

McKesson Corporation (NYSE:MCK) Q3 2026 Earnings Call Transcript

McKesson Corporation (NYSE:MCK) Q3 2026 Earnings Call Transcript February 4, 2026McKesson Corporation beats earnings expectations.

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February 5 - News, Transcripts

Tenable Holdings, Inc. (NASDAQ:TENB) Q4 2025 Earnings Call Transcript

Tenable Holdings, Inc. (NASDAQ:TENB) Q4 2025 Earnings Call Transcript February 4, 2026Tenable Holdings, Inc. misses on earnings expectations.

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February 5 - News, Transcripts

RenaissanceRe Holdings Ltd. (NYSE:RNR) Q4 2025 Earnings Call Transcript

Operator: Good morning. My name is Nikki and I will be your conference operator today.

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February 5 - News, Transcripts

Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (NYSE:PFH) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's Quarterly Earnings Conference Call.

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February 5 - News, Transcripts

Prudential Financial, Inc. 5.62 (NYSE:PRS) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's Quarterly Earnings Conference Call.

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February 5 - News, Transcripts

Enphase Energy, Inc. (NASDAQ:ENPH) Q4 2025 Earnings Call Transcript

Enphase Energy, Inc. (NASDAQ:ENPH) Q4 2025 Earnings Call Transcript February 3, 2026Enphase Energy, Inc. beats earnings expectations.

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February 5 - News, Transcripts

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

Operator: Thank you for standing by. My name is Kate, and I will be your conference operator today.

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February 5 - News, Transcripts

Voya Financial, Inc. (NYSE:VOYA) Q4 2025 Earnings Call Transcript

Operator: Good morning. Welcome to Voya Financial's Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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February 5 - News, Transcripts

Matthews International Corporation (NASDAQ:MATW) Q1 2026 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the Matthews International First Quarter Fiscal 2026 Financial Results.

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February 5 - News, Transcripts

Artisan Partners Asset Management Inc. (NYSE:APAM) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Artisan Partners Asset Management Business Update and Fourth Quarter 2025 Earnings Call.

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February 5 - News, Transcripts

BrightView Holdings, Inc. (NYSE:BV) Q1 2026 Earnings Call Transcript

Operator: Good day, everyone, and welcome to today's BrightView Earnings call. [Operator Instructions] Please note, this call may be recorded.

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February 5 - News, Transcripts

American Financial Group, Inc. (NYSE:AFG) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the American Financial Group 2025 Fourth Quarter Results Conference Call.

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February 5 - News, Transcripts

Gladstone Investment Corporation (NASDAQ:GAIN) Q3 2026 Earnings Call Transcript

Operator: In March, Greetings, and welcome to the Gladstone Investment Corporation Third Quarter Earnings Call. At this time, all participants are in a listen-only mode.

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February 5 - News, Transcripts

trivago N.V. (NASDAQ:TRVG) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. Thank you for standing by, and welcome to the trivago Q4 Earnings Call 2025.

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February 5 - News, Transcripts

Diamond Hill Small Cap Strategy Bets on Deeply Discounted Alexandria Real Estate Equities (ARE). Here’s Why

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Atmos Energy Corporation (NYSE:ATO) Q1 2026 Earnings Call Transcript

Operator: Thank you for standing by. At this time, I would like to welcome everyone to the Atmos Energy Corporation Fiscal 2026 First Quarter Earnings Conference Call.

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February 5 - News, Transcripts

eGain Corporation (NASDAQ:EGAN) Q2 2026 Earnings Call Transcript

Operator: Good day, and welcome to the eGain Fiscal 2026 Second Quarter Financial Results Conference Call. [Operator Instructions] Please note, this event is being recorded.

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February 5 - News, Transcripts

American Financial Group, Inc. (NYSE:AFGC) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the American Financial Group 2025 Fourth Quarter Results Conference Call.

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February 5 - News, Transcripts

American Assets Trust, Inc. (NYSE:AAT) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the American Assets Trust, Inc. Fourth Quarter and Year-End 2025 Earnings Conference Call.

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February 5 - News, Transcripts

Enact Holdings, Inc. (NASDAQ:ACT) Q4 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by. Welcome to Enact's Fourth Quarter 2025 Earnings Conference Call.

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February 5 - News, Transcripts

The Hanover Insurance Group, Inc. (NYSE:THG) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to The Hanover Insurance Group's Fourth Quarter Earnings Conference Call. My name is Nick, and I'll be your operator for today's call.

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February 5 - News, Transcripts

KKR Real Estate Finance Trust Inc. (NYSE:KREF) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the KKR Real Estate Finance Trust Inc. Fourth Quarter 2025 Financial Results Conference Call.

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February 5 - News, Transcripts

Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2026 Earnings Call Transcript

Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2026 Earnings Call Transcript February 3, 2026Super Micro Computer, Inc. beats earnings expectations.

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February 5 - News, Transcripts

Prudential Financial, Inc. 5.95 (NYSE:PRH) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's Quarterly Earnings Conference Call.

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February 5 - News, Transcripts

Jack Henry & Associates, Inc. (NASDAQ:JKHY) Q2 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Jack Henry Second Quarter Fiscal 2026 Earnings Conference Call [Operator Instructions] Please note that today's event is being recorded...

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February 5 - News, Transcripts

Transcat, Inc. (NASDAQ:TRNS) Q3 2026 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen. Welcome to the Transcat Third Quarter Fiscal Year 2026 Financial Results Conference Call.

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February 5 - News, Transcripts

Unifi, Inc. (NYSE:UFI) Q2 2026 Earnings Call Transcript

Operator: Good morning, and thank you for attending Unifi's Second Quarter Fiscal 2026 Earnings Conference Call.

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February 5 - News, Transcripts

Horace Mann Educators Corporation (NYSE:HMN) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Horace Mann Educators Fourth Quarter and Full Year 2025 Investors Conference Call.

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February 5 - News, Transcripts

Rithm Capital Corp. (NYSE:RITM) Q4 2025 Earnings Call Transcript

Rithm Capital Corp. (NYSE:RITM) Q4 2025 Earnings Call Transcript February 3, 2026Rithm Capital Corp. beats earnings expectations.

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February 5 - News, Transcripts

Cabot Corporation (NYSE:CBT) Q1 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the First Quarter Fiscal Year 2026 Cabot Earnings Conference Call.

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February 5 - News, Transcripts

fuboTV Inc. (NYSE:FUBO) Q1 2026 Earnings Call Transcript

Operator: Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today.

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February 5 - News, Transcripts

Patria Investments Limited (NASDAQ:PAX) Q4 2025 Earnings Call Transcript

Patria Investments Limited (NASDAQ:PAX) Q4 2025 Earnings Call Transcript February 3, 2026Patria Investments Limited beats earnings expectations.

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February 5 - News, Transcripts

Brandywine Realty Trust (NYSE:BDN) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the Brandywine Realty Trust Fourth Quarter 2025 Earnings Conference Call.

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February 5 - News, Transcripts

Prudential Financial, Inc. (NYSE:PRU) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's Quarterly Earnings Conference Call.

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February 5 - News, Transcripts

IAC InterActive Corp. (NASDAQ:IAC) Q4 2025 Earnings Call Transcript

Operator: Welcome to the IAC Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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February 5 - News, Transcripts

Powell Industries, Inc. (NASDAQ:POWL) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Powell Industries Fiscal First Quarter 2026 Earnings Conference Call. [Operator Instructions] This event is being recorded.

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February 5 - News, Transcripts

Champion Homes, Inc. (NYSE:SKY) Q3 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Champion Homes Third Quarter Fiscal 2026 Earnings Call.

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February 5 - News, Transcripts

Zurn Elkay Water Solutions Corporation (NYSE:ZWS) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Zurn Elkay Water Solutions Corporation Fourth Quarter 2025 Earnings Results Conference Call with Todd Adams, Chairman and Chief Executive...

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February 5 - News, Transcripts

Suncor Energy Inc. (NYSE:SU) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Suncor Energy Fourth Quarter 2025 Financial Results Call. [Operator Instructions].

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February 5 - News, Transcripts

Silicon Motion Technology Corporation (NASDAQ:SIMO) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone. Welcome to Silicon Motion Technology Corporation's Q4 2025 Earnings Conference Call.

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February 5 - News, Transcripts

Chubb Limited (NYSE:CB) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by. My name is [ Jay ], and I will be your conference operator today.

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February 5 - News, Transcripts

Veralto Corporation (NYSE:VLTO) Q4 2025 Earnings Call Transcript

Operator: Hello, my name is Nikki, and I will be your conference operator this morning.

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February 5 - News, Transcripts

Bank OZK (OZK) Fell on a Tepid Yearly Outlook

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Here’s Why Rocket Companies (RKT) Slipped in Q4

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Should You Hold Oil-Dri (ODC)?

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

15 Best Industrial Machinery and Supplies Stocks to Buy According to Hedge Funds

On January 13, GW&K Investment Management’s Global Strategist Bill Sterling shared his views on how a turnaround in the U.S.

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February 5 - Hedge Funds, News

Taseko Mines (TGB) Benefited as Coal Prices Surged

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Allegiant Travel (ALGT) Rose on Strong Demand Trends

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Increased Optimism Lifted Triumph Financial (TFIN) in Q4

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Wasatch Global Investors Small-Cap Growth Strategy’s Q4 2025 Letter

Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q4 2025 investor letter.

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February 5 - Hedge Fund Investor Letters, News

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