Boyd Group (BGSI) Q4-25 earnings: The $1.2B buyout & an accidental holiday walkout

Boyd Group Services Inc. delivered a bizarre Q4 2025 split reality: an aggressive $1.2B M&A expansion masked by an unexpected internal capacity bottleneck and convenient accounting tweaks.In ~10 minutes:• Why a minor HR policy change caused a December technician walkout.• How internalizing advanced sensor calibrations pushed EBITDA margins to 13.1%.• The sneaky non-GAAP accounting tweak artificially fluffing Adjusted EPS.• Why the stock plunged 12% despite securing the massive Joe Hudson buyout.Susie and Miro unpack how Boyd is quietly turning expensive, high-tech vehicle repairs into a powerful profit engine. We also explore the soaring lease liabilities on the balance sheet and what it takes to integrate 30 newly acquired body shops every single week 🛠️.Company: Boyd Group Services Inc. (BGSI) | Q4 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.