Reports

CrowdStrike delivered a solid Q4 2025, achieving $1.06 billion in revenue, reflecting a 25% year-over-year growth. The company added $224 million in net new ARR, bringing total ARR to $4.24 billion, a 23% increase. GAAP net loss was $92.3 million, while non-GAAP net income reached $260.9 million. Free cash flow for the quarter stood at $239.8 million, with cash and cash equivalents totaling $4.32 billion.

• Total revenue increased 25% year-over-year to $1.06 billion.
• Net new ARR added in the quarter was $224 million, reaching $4.24 billion in total.

Target's Q4 2024 revenue was $30.92 billion, reflecting a 3.1% decline due to an extra week in Q4 2023. Comparable sales increased by 1.5%, supported by digital sales growth of 8.7%. Net income decreased by 20.2% to $1.10 billion, while EPS stood at $2.41. Operating income margin was impacted by higher digital fulfillment costs and increased promotional activity.

• Q4 2024 revenue reached $30.92 billion, down 3.1% due to an extra week in Q4 2023.
• Comparable sales increased by 1.5%, with digital sales up 8.7%.

Sea Limited's Q4 2024 revenue grew 36.9% year-over-year to $5.0 billion, with significant improvements in profitability. The company reported net income of $237.6 million, compared to a net loss of $111.6 million in Q4 2023. Strong performance in e-commerce, digital financial services, and digital entertainment contributed to the results.

• Q4 2024 revenue grew 36.9% Y/Y to $5.0 billion.
• Net income reached $237.6 million, reversing a $111.6 million loss in Q4 2023.

AutoZone's Q2 FY25 results showed a 2.4% increase in net sales to $3.95 billion. However, net income declined by 5.3% to $487.9 million, and diluted EPS fell 2.1% to $28.29. Operating profit decreased 4.9% due to higher operating expenses, and gross margin remained flat at 53.9%.

• Net sales increased by 2.4% to $3.95 billion.
• Net income declined by 5.3% to $487.9 million.

Ross Stores delivered solid Q4 2024 results, with revenue of $5.91 billion and comparable store sales growth of 3%. Adjusted EPS was $1.79, slightly below last year’s $1.82. Net income declined to $587 million from $610 million. Operating margin remained stable at 12.4%, supported by a one-time benefit from the sale of a packaway facility.

• Revenue reached $5.91 billion, with a 3% increase in comparable store sales.
• Adjusted EPS was $1.79, down slightly from $1.82 in the prior year.

On Holding AG delivered robust financial performance in Q4 2024, with net sales reaching CHF 606.6 million, marking a 35.7% year-over-year growth. The company achieved a record-high gross profit margin of 62.1%, driven by strong Direct-to-Consumer (DTC) sales and full-price demand. Net income surged to CHF 89.5 million, and adjusted diluted EPS improved to CHF 0.33. On continues its momentum with strong brand expansion and increased operational efficiency.

• Net sales increased by 35.7% YoY to CHF 606.6 million.
• Gross profit margin reached a record high of 62.1%.

Best Buy's Q4 FY25 revenue declined to $13.95 billion, down from $14.65 billion in the previous year, primarily due to the extra week in Q4 FY24. The company reported a GAAP diluted EPS of $0.54, impacted by a $475 million goodwill impairment charge. Adjusted diluted EPS was $2.58, reflecting strong sales growth in computing and services, offset by declines in appliances and home theater. Operating income fell to $217 million from $561 million last year.

• Revenue declined to $13.95 billion due to the extra week in Q4 FY24.
• GAAP diluted EPS fell to $0.54 due to a goodwill impairment charge.

Credo delivered an exceptional Q3 2025 with revenue reaching $135.0 million, reflecting an 87.4% sequential growth and 154.4% year-over-year increase. GAAP net income came in at $29.4 million, with GAAP diluted EPS of $0.16, while non-GAAP net income was $45.4 million, with non-GAAP diluted EPS of $0.25. The company's gross margin remained strong at 63.6% on a GAAP basis and 63.8% on a non-GAAP basis. The company ended the quarter with a cash and short-term investment balance of $379.2 million.

• Revenue surged to $135.0 million, growing 154.4% year-over-year.
• GAAP diluted EPS was $0.16, while non-GAAP diluted EPS reached $0.25.

QXO reported Q4 2024 total revenue of $14.7 million. Net income, inclusive of $61.4 million interest income, was $11.3 million. Adjusted EBITDA was a loss of $(7.7) million.

• Total revenue remained consistent at $14.7 million compared to the same period in 2023.
• Software product revenue increased to $5.0 million from $4.6 million in Q4 2023.

Ingram Micro reported Q4 net sales of $13.3 billion, a 2.5% increase year-over-year. Net income was $83.1 million, or $0.36 per share, and non-GAAP net income was $213.1 million, or $0.92 per share. The company highlighted strong performance in Cloud and Client and Endpoint Solutions and generated $337.2 million in adjusted free cash flow.

• Net sales increased by 2.5% year-over-year to $13.3 billion.
• Net income was $83.1 million, or $0.36 per share.

AeroVironment posted Q3 2025 revenue of $167.6 million, down 10% year-over-year, primarily due to a 44% decline in Unmanned Systems revenue. The company recorded a net loss of $1.8 million, with non-GAAP EPS at $0.30. Despite challenges, funded backlog reached a record $763.5 million, reflecting strong future demand.

• Total revenue declined 10% year-over-year to $167.6 million.
• Net loss was $1.8 million, compared to net income of $13.9 million in Q3 2024.

Box delivered revenue growth of 6% year-over-year in Q4 2025, reaching $279.5 million. The company reported a non-GAAP operating margin of 27.3% and generated $91.3 million in free cash flow. However, GAAP operating margin declined slightly to 6.4%.

• Revenue reached $279.5 million, growing 6% year-over-year.
• GAAP EPS surged to $1.12 due to a tax benefit, while non-GAAP EPS remained flat at $0.42.

Genius Sports delivered a solid Q4 2024 performance, with revenue growing by 38% year-over-year to $175.5 million. The company reduced its net loss to $28.2 million and achieved a 171% increase in Adjusted EBITDA, reaching $32.4 million. Growth was primarily driven by the Betting Technology, Content & Services segment, which expanded by 48%. The company also provided an optimistic outlook for 2025, projecting 21% revenue growth and a 20% Adjusted EBITDA margin.

• Revenue increased 38% year-over-year to $175.5 million.
• Net loss improved by 27% to $28.2 million.

Wave Life Sciences delivered an impressive Q4 2024, with revenue surging to $83.7 million from $29.1 million in the prior year quarter. The company reported a net income of $29.3 million, marking a turnaround from a net loss of $16.3 million a year ago. Increased research and development investments fueled clinical advancements across multiple programs, positioning Wave for continued momentum in 2025.

• Revenue increased to $83.7 million, up from $29.1 million in Q4 2023.
• Net income was $29.3 million, compared to a net loss of $16.3 million a year ago.

Eos Energy Enterprises achieved revenue of $7.3 million in Q4 2024, marking a 10% increase year-over-year and a 749% sequential growth from the previous quarter. The company reported a gross loss of $23.5 million, largely due to increased project execution costs. Net loss widened to $268.1 million, primarily driven by non-cash mark-to-market adjustments. Eos expanded its backlog to $682 million, reflecting a 28% year-over-year increase.

• Q4 2024 revenue grew 10% year-over-year to $7.3 million.
• Net loss widened to $268.1 million, impacted by non-cash adjustments.

Cricut, Inc. generated $209.3 million in revenue for Q4 2024, reflecting a 9% year-over-year decline. However, net income increased to $11.9 million, and gross margin expanded to 44.9%. Platform revenue grew slightly, while product revenue declined 15%. The company maintained strong cash flow and remains optimistic about new product launches in 2025.

• Revenue declined 9% year-over-year to $209.3 million.
• Net income increased to $11.9 million, up from $11.3 million in Q4 2023.

Custom Truck One Source achieved Q4 2024 revenue of $520.7 million, reflecting sequential growth of 16.4%. The company reported net income of $27.6 million, reversing a net loss in Q3. Rental revenue increased 4.3% year-over-year, while equipment sales declined slightly. The TES segment recorded record revenue exceeding $300 million for the quarter, and backlog remained strong despite a 46.4% reduction from the previous year.

• Total revenue of $520.7 million, flat year-over-year but up 16.4% sequentially.
• Net income of $27.6 million, improving from a net loss in Q3.

Paysafe's Q4 2024 revenue rose to $420.1 million, a 1% increase year-over-year. Net income turned positive at $33.5 million, compared to a loss of $12.1 million in Q4 2023, mainly due to a gain on foreign exchange and a tax benefit. However, adjusted EBITDA fell 15% to $103.3 million due to increased credit losses. Adjusted EPS decreased to $0.48 from $0.66 in the prior year.

• Revenue grew 1% to $420.1 million, with a 2% increase on a constant currency basis.
• Net income reached $33.5 million, reversing a loss of $12.1 million in Q4 2023.

Olaplex's Q4 2024 revenue fell 9.8% year-over-year to $100.7 million. The company reported a net loss of $8.8 million compared to a net income of $14.1 million in Q4 2023. Specialty Retail revenue increased, while Professional and Direct-To-Consumer sales declined. Gross profit margin declined slightly due to increased SG&A expenses.

• Q4 2024 revenue declined 9.8% to $100.7 million.
• Net loss of $8.8 million, down from $14.1 million net income in Q4 2023.

Evolus achieved a record fourth-quarter revenue of $79.0 million, representing a 30% increase year-over-year. The company reported a GAAP operating loss of $2.3 million, with a positive non-GAAP operating income of $6.7 million. Cash and cash equivalents increased to $87.0 million, reflecting strong sales growth and prudent expense management.

• Q4 2024 revenue grew 30% year-over-year to $79.0 million.
• Non-GAAP operating income reached $6.7 million, showing profitability improvements.

Hagerty's Q4 2024 revenue grew by 19% year-over-year to $291.7 million, driven by strong growth in earned premium and membership revenue. The company achieved operating income of $6.0 million, reversing a loss from the prior year. Net income was $8.4 million, while adjusted EBITDA improved to $19.9 million. Hagerty added 133,000 new members during the quarter and maintained strong customer retention.

• Revenue increased 19% year-over-year to $291.7 million.
• Earned premium grew 14% to $168.4 million.

Latham Group reported Q4 2024 revenue of $87.3 million, down 4.0% year-over-year, reflecting challenging industry conditions. The company posted a net loss of $29.2 million, or $0.25 per share, largely impacted by non-recurring tax expenses and foreign currency losses. Adjusted EBITDA declined 63.4% to $3.6 million, primarily due to higher investments in sales and marketing. Despite these challenges, gross margin expanded by 130 basis points, and the company ended the year with $56.4 million in cash.

• Q4 2024 revenue declined 4.0% year-over-year to $87.3 million.
• Net loss widened to $29.2 million, or $0.25 per share.

OrthoPediatrics Corp. reported Q4 2024 revenue of $52.7 million, up 40% year-over-year, driven by strong growth in Trauma and Deformity, Scoliosis, and the addition of Boston O&P. Despite this, the company reported a net loss of $16.1 million, widening from $6.7 million in the prior year. Adjusted EBITDA improved to $3.0 million from $1.3 million. Gross margin declined slightly due to reclassified costs. The company reiterated its 2025 revenue guidance of $235 million to $242 million.

• Q4 2024 revenue increased 40% year-over-year to $52.7 million.
• Net loss widened to $16.1 million, or $0.69 per share.

Astronics Corporation reported a 6.8% increase in fourth-quarter sales, reaching $208.5 million, and a net loss of $2.8 million. The Aerospace segment saw a 12% increase in sales, achieving a record $188.5 million. Cash flow from operations was $26.4 million for the quarter. The company's backlog at the end of the quarter was $599 million.

• Fourth quarter sales increased 6.8% to $208.5 million.
• Net loss for the fourth quarter was $2.8 million, with adjusted EBITDA at $31.5 million.

The York Water Company reported increased operating revenues for the fourth quarter of 2024, reaching $18,866,000, up from $18,096,000 in Q4 2023. However, net income decreased to $5,142,000 from $6,012,000 in the same period last year. Basic and Diluted Earnings Per Common Share also saw a decline to $0.36 from $0.42.

• Operating revenues for Q4 2024 increased by $770,000 compared to Q4 2023.
• Net income for Q4 2024 decreased by $870,000 compared to Q4 2023.

EVgo's Q4 2024 revenue increased 35% year-over-year to $67.5 million, driven by a 73% growth in charging network revenue. The company achieved record network throughput of 84 GWh, up 68% from the prior year. Net loss improved to $35.6 million, while adjusted EBITDA reached negative $8.4 million. EVgo expanded its charging infrastructure, adding over 480 new stalls during the quarter and ending the year with approximately 4,080 stalls in operation.

• Revenue grew 35% year-over-year to $67.5 million.
• Charging network revenue increased 73% to $46.5 million.

ChargePoint delivered Q4 2025 revenue of $101.9 million, a 12% decline year-over-year. Subscription revenue grew by 14%, reaching $38.3 million. The company reduced its net loss to $64.6 million, down from $94.7 million in the prior year. Cash and cash equivalents stood at $225.0 million at quarter-end.

• Total revenue declined by 12% year-over-year to $101.9 million.
• Subscription revenue increased by 14% to $38.3 million.

NeuroPace achieved record Q4 2024 revenue of $21.5 million, reflecting a 19% year-over-year increase, primarily driven by strong sales of the RNS System. The company reported a net loss of $5.3 million, an improvement from the $6.2 million loss in Q4 2023. Operating expenses increased slightly due to higher investments in R&D and sales efforts. Gross margin reached 75.4%, exceeding guidance. The company completed a $74.8 million public offering in February 2025 to strengthen its balance sheet and fund future growth initiatives.

• Q4 2024 revenue increased 19% year-over-year to $21.5 million.
• Net loss improved to $5.3 million from $6.2 million in Q4 2023.

CryoPort reported Q4 2024 revenue of $59.53 million, a 4% increase year-over-year. Life Sciences Services revenue grew by 7% to $39.56 million, while BioStorage/BioServices revenue increased by 10% to $4.0 million. The company also reported a higher gross margin of 45.8%, up from 40.6% in Q4 2023. However, net loss was $18.7 million, an improvement from a $62.4 million loss in the prior year period.

• Q4 2024 revenue increased by 4% year-over-year to $59.53 million.
• Life Sciences Services revenue grew by 7% to $39.56 million.

Esperion's Q4 2024 revenue increased 114% year-over-year to $69.1 million, driven by strong prescription growth. The company's net loss improved significantly to $21.3 million from $56.3 million in Q4 2023. The company continues to expand globally and develop new combination therapies.

• Q4 2024 revenue grew 114% Y/Y to $69.1 million.
• Net loss improved to $21.3 million from $56.3 million in Q4 2023.

Ooma posted Q4 2025 revenue of $65.1 million, a 6% increase year-over-year. Subscription and services revenue contributed $60.6 million, accounting for 93% of total revenue. The company reported a GAAP net loss of $0.3 million, an improvement from the $3.1 million loss in the prior year. Non-GAAP net income increased to $5.8 million, up from $3.5 million in Q4 2024. Adjusted EBITDA also improved to $6.9 million from $5.2 million.

• Q4 2025 revenue grew 6% year-over-year to $65.1 million.
• Subscription and services revenue reached $60.6 million, 93% of total revenue.

Rigel reported record net product sales of $144.9 million, a 39% increase compared to 2023, and generated full-year net income of more than $17 million.

• Total revenues were $57.6 million, including TAVALISSE net product sales were $31.0 million, REZLIDHIA net product sales were $7.4 million, and GAVRETO net product sales were $8.1 million.
• TAVALISSE net product sales grew 21% compared to the same period of 2023.

Weyco reported Q4 2024 revenue of $80.5 million, remaining flat compared to the prior year. Net earnings increased by 17% to $10.0 million, driven by improved cost efficiencies and lower operating expenses. The wholesale segment grew 1% to $60.4 million, with strong sales in Florsheim and Nunn Bush. However, a decline in BOGS and Stacy Adams sales offset some of the gains. Gross margin fell to 47.9% from 50.3% in Q4 2023.

• Q4 2024 revenue remained flat at $80.5 million.
• Net earnings rose 17% to $10.0 million from $8.5 million in Q4 2023.

Mayville Engineering Company (MEC) reported Q4 2024 revenue of $121.3 million, an 18.4% decline from the prior year due to lower customer demand across key end markets. Despite this, net income surged to $16.0 million, up from $2.2 million in Q4 2023, largely due to a $25.5 million lawsuit settlement gain. Adjusted EBITDA fell to $9.2 million from $17.7 million in the prior year, reflecting lower sales and cost absorption challenges. Free cash flow increased to $35.6 million, bolstered by the settlement proceeds.

• Q4 2024 revenue declined 18.4% year-over-year to $121.3 million.
• Net income increased significantly to $16.0 million, largely due to a $25.5 million lawsuit settlement gain.

CPI Card Group delivered a strong Q4 2024, with net sales increasing by 22% to $125.1 million. Net income surged by 148% to $6.8 million, while Adjusted EBITDA grew by 10% to $21.9 million. Growth was driven by the prepaid business and higher demand for contactless debit and credit cards. The company also provided an optimistic outlook for 2025, expecting mid-to-high single-digit growth.

• Net sales increased 22% year-over-year to $125.1 million.
• Net income surged 148% to $6.8 million, or $0.57 per diluted share.

Orion Group Holdings achieved a 7.6% revenue growth in Q4 2024, reaching $216.9 million. The company posted a net income of $6.8 million, reversing the prior year's loss. Adjusted EBITDA increased by 15.3% to $17.1 million. The company's backlog stood at $977.3 million, including new awards secured after quarter-end.

• Contract revenues increased by 7.6% year-over-year to $216.9 million.
• GAAP net income was $6.8 million, compared to a net loss of $4.4 million in Q4 2023.

Y-mAbs' Q4 2024 revenue increased 13% year-over-year to $26.5 million, supported by international DANYELZA sales and a $2 million licensing payment. However, net loss widened to $6.8 million due to increased operating expenses and reduced gross profit margin. The company continues to expand its radiopharmaceutical business while strengthening the DANYELZA franchise.

• Q4 2024 revenue increased 13% year-over-year to $26.5 million.
• Net loss widened to $6.8 million, compared to a $1.0 million loss in Q4 2023.

ATN's Q4 2024 revenue declined by 9% year-over-year to $180.5 million, mainly due to the expiration of subsidy programs and lower wholesale roaming revenue. The company reported a net income of $3.6 million, helped by an $8.9 million tax benefit. Adjusted EBITDA fell 9% to $46.2 million. Despite the revenue drop, operating income improved to $8.7 million due to cost reductions.

• Q4 revenue declined 9% year-over-year to $180.5 million.
• Net income was $3.6 million, supported by an $8.9 million tax benefit.

Amylyx Pharmaceuticals reported a net loss of $37.5 million for the fourth quarter of 2024, compared to a net income of $4.7 million for the same period in 2023. The company highlighted progress in its pipeline development, including the initiation of a pivotal Phase 3 trial for avexitide and the advancement of other programs in Wolfram syndrome, PSP, and ALS. A public offering extended the company's cash runway through the end of 2026.

• Pivotal Phase 3 LUCIDITY trial of avexitide in post-bariatric hypoglycemia is underway, with recruitment expected to complete in 2025 and topline data anticipated in the first half of 2026.
• A public offering of common stock was completed, yielding net proceeds of approximately $65.5 million and extending the company’s cash runway through the end of 2026.

Stem's Q4 2024 revenue fell 67% year-over-year to $55.8 million due to reduced battery hardware sales and the company's shift toward a software-focused strategy. Net loss widened to $51.1 million from $37.7 million in Q4 2023. Adjusted EBITDA declined slightly to $4.2 million. The company reported a 40% increase in bookings, reaching $357.6 million.

• Revenue declined 67% year-over-year to $55.8 million.
• Net loss widened to $51.1 million, compared to $37.7 million in Q4 2023.

908 Devices reported a 31% increase in revenue for the fourth quarter of 2024, driven by increases in both handheld and desktop revenue. The company divested its desktop portfolio to Repligen for $70 million and is focusing on secular trends in advanced chemical detection.

• Divested desktop portfolio to Repligen for $70 million.
• Fourth quarter revenue increased by 31% year over year.

Medallion Financial Corp. announced its Q4 2024 results, featuring a 69% increase in loan originations but a decrease in net income due to lower taxi medallion recoveries and increased credit loss provisions. The company's net interest income grew, and the board increased the quarterly dividend by 10%.

• Net income decreased to $10.1 million, or $0.43 per share, from $14.3 million, or $0.60 per share, in the prior year quarter.
• Net interest income increased by 6% to $52.0 million year-over-year.

Horizon Technology Finance's total investment income for Q4 2024 decreased to $23.5 million from $28.2 million in Q4 2023, primarily due to lower interest income. Net investment income fell to $10.4 million, while net asset value per share dropped to $8.43. The company experienced net unrealized depreciation of $19.6 million. However, the firm maintained strong liquidity with $100.9 million in cash and a credit facility capacity of $244.0 million.

• Total investment income declined 16.7% year-over-year to $23.5 million.
• Net investment income dropped to $10.4 million, down from $15.0 million in Q4 2023.