Feb 19, 2026
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report covers what each company does, what this quarter’s results say about their growth outlooks, and their histories of delivering triple plays. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read today’s Triple Play Report. To sign up, choose either the monthly or annual checkout link below:
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Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
Feb 19, 2026
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Leidos’ (LDOS) Q4 2025 earnings call.
Leidos (LDOS) is a national security, defense technology, and health services company serving the US Department of War, the intelligence community, the Veterans Administration, the FAA, and allied governments. It operates across integrated air defense systems, cyber, space payloads, unmanned maritime vehicles, IT modernization, energy infrastructure engineering, and managed health services. LDOS delivered a strong 2025 despite a six-week government shutdown, growing adjusted EBITDA margins 120 basis points to 14.1% and non-GAAP EPS by 17%. The company posted back-to-back quarters of 1.3x book-to-bill, with $7 billion in awards slipping from Q4 into 2026 and $20 billion in pending awards. Management is tripling CapEx to $350 million to scale production on IFPC (Indirect Fire Protection Capability) missile defense, hypersonics, and maritime autonomy programs, while negotiating co-investment frameworks with the Department of War. The $2.4 billion ENTRUST acquisition positions Leidos as a leading US energy engineering firm. Guidance calls for up to 4% revenue growth in 2026, accelerating toward double digits by year-end, with Golden Dome funding and FAA modernization flagged as upside catalysts not yet incorporated into guidance. LDOS reported better-than-expected EPS on weaker revenue, as the stock fell 8% on 2/17…
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Feb 19, 2026
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Toll Brothers’ (TOL) Q1 2026 earnings call.
Toll Brothers (TOL) is the largest luxury homebuilder in the United States, serving affluent move-up, move-down, and first-time buyers at an average delivered price of roughly $977,000. The company offers a unique build-to-order model with Design Studios where buyers customize finishes, generating approximately $212,000 in upgrades per home. TOL beat guidance across nearly all metrics in its Q1, delivering $1.85 billion in revenue and growing EPS 25% year-over-year to $2.19. Management struck a tone of cautious optimism: web traffic, foot traffic, and deposits are all up modestly versus last year heading into spring, though it is early. Incentives held flat at 8% of sales price for the third straight quarter, and build costs remain stable with no tariff impact materializing. Regionally, the Boston-to-South Carolina corridor and California are outperforming, while Tampa, Atlanta, San Antonio, and the Pacific Northwest lag. Notably, visa uncertainty is creating a modest pause among immigrant homebuyers nationally. The company is targeting 8-10% community count growth backed by 75,000 controlled lots. TOL was up as much as 2% on 2/18 after beating estimates, but slid intraday to roughly 2.5% in the red…
Continue reading our Conference Call Recap for TOL by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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Feb 19, 2026
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Wingstop’s (WING) Q4 2025 earnings call.
Wingstop (WING) is a highly franchised, asset-light restaurant chain specializing in cooked-to-order chicken wings and tenders with over a dozen bold flavors. With over 3,000 locations globally and average unit volumes of $2 million on an upfront investment of roughly $580,000, the company offers some of the strongest unit economics in the restaurant industry. Wingstop posted its first negative same-store sales in 22 years, down 3% for 2025 and 5.8% in Q4, as macro pressures weighed on lower-income consumers, particularly at lunch and snack dayparts. Despite this, the company opened a record 493 restaurants globally, grew system-wide sales 12% to over $5 billion, and increased adjusted EBITDA 15%. The AI-enabled Smart Kitchen platform is now installed across all domestic restaurants, with roughly 50% consistently hitting 10-minute ticket times, and a 10 percentage point improvement already in early 2026. A loyalty pilot showed 50% enrollment among active guests and a 7% frequency lift. Management guided 2026 comps at flat to low-single-digit growth and 15-16% unit growth. WING reported better-than-expected revenue on weaker EPS as shares climbed 10.8% on 2/18…
Continue reading our Conference Call Recap for WING by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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Feb 17, 2026
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Fluor’s (FLR) Q4 2025 earnings call.
Fluor (FLR) is one of the world’s largest engineering, procurement, and construction firms, building mega-projects across energy, mining, infrastructure, life sciences, semiconductors, and government/nuclear sites. The company shows how utilities, miners, governments, and manufacturers are allocating capital across power generation, critical minerals, advanced manufacturing, and national security infrastructure. Management signaled that client hesitation from trade and geopolitical uncertainty is abating, with 2026 new awards expected “significantly higher” than 2025’s $12 billion and a book-to-burn ratio above 1. The company is re-entering gas-fired power under “smart lump sum” contracts with better risk-sharing than a decade ago, with one confidential utility engagement potentially spanning three facilities. Nuclear fuels emerged as a growth vector, highlighted by the Centrus uranium enrichment EPC award tied to US supply chain priorities. FLR shares were up as much as 7% on 2/17 despite weaker-than-expected EPS and revenue….
Continue reading our Conference Call Recap for FLR by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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Feb 17, 2026
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Builders FirstSource’s (BLDR) Q4 2025 earnings call.
Builders FirstSource (BLDR) is the largest US supplier of building materials and manufactured components to professional homebuilders and remodelers, operating over 550 locations nationwide. The company offers everything from lumber and windows to prefabricated trusses, wall panels, and installed services, making it a barometer for single-family and multi-family housing activity, construction labor dynamics, and building product pricing. Q4 was weaker than expected as large builders aggressively pulled back starts late in the year to burn through excess housing inventory, driving a 12% sales decline and 44% adjusted EBITDA drop. Gross margins held at 29.8%, above the pre-transformation 27% level of 2019, but management guided a wide 28.5%–30% range for 2026, given early-year contract resets and volume uncertainty. BLDR is leaning into a $100 million SG&A cost-action plan, has consolidated 55 facilities over two years, and acquired Pleasant Valley Homes to experiment with factory-built modular housing as an affordability solution. The 2026 outlook assumes flat starts with a back-half-weighted recovery driven by easier comps. BLDR shares opened 1% lower on 2/17, but touched positive territory around noon after reporting EPS and revenue misses…
Continue reading our Conference Call Recap for BLDR by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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