Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Core Molding Technologies Q3 2025 Earnings Call - Strong Growth Pipeline Amid Near-Term Sales Decline and Tooling Timing Shift
Core Molding Technologies reported Q3 2025 revenues of $58.4 million, down nearly 20% year over year, impacted largely by the known Volvo transition and lower truck demand. Despite this, the company h...
- Q3 2025 revenue declined by 19.9% to $58.4 million, mainly due to the Volvo transition and lower truck demand.
- Powersports segment grew year-over-year for the first time in eight quarters, driven by new product launches and greater wallet share.
- Tooling revenue timing shifted from Q3 to Q4 2025 due to iterative testing and customer approvals, expected to be about 15% of total 2025 sales.
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Portillo’s Q3 2025 Earnings Call - Strategic Reset and Slowed Expansion to Drive Sustainable Growth
Portillo’s reported modest revenue growth in Q3 2025 driven by new store openings, but same-restaurant sales dipped 0.8%, reflecting a 2.2% transaction decline partially offset by price increases. The...
- Portillo’s Q3 2025 revenue was $181.4 million, up 1.8% year-over-year, driven by new store openings.
- Same-store sales declined 0.8% due to a 2.2% decrease in transactions, offset partially by a 1.4% increase in average check.
- Management acknowledged overexpansion, particularly in Texas, leading to underperforming locations.
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Diversified Healthcare Trust Q3 2025 Earnings Call - Strategic Transition of Senior Housing Operators Drives Temporary NOI Pressure
Diversified Healthcare Trust reported Q3 2025 results that reflect a deliberate transition in its senior housing operating portfolio, notably the wind-down of AlerisLife managed communities. While tot...
- Diversified Healthcare Trust's Q3 2025 total revenue increased 4% year-over-year to $388.7 million, reflecting stable operational momentum.
- Adjusted EBITDA RE stood at $62.9 million, with normalized funds from operations (FFO) at $9.7 million or $0.04 per share.
- AlerisLife Managed Communities are undergoing a wind-down with 85 of 116 senior housing communities transitioned to seven new operators by the call date; full transition expected by year-end 2025.
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MARA Q3 2025 Earnings Call - Strategic Integration of Bitcoin Mining with AI Inference and Energy Ownership
In Q3 2025, MARA reinforced its transformation from a Bitcoin miner to a vertically integrated digital infrastructure company focused on converting energy into value via Bitcoin mining and AI inferenc...
- MARA is evolving from a pure Bitcoin miner into a vertically integrated digital infrastructure company combining Bitcoin mining, AI compute, and energy ownership.
- The company installed its first AI inference racks at the Granbury site, demonstrating flexibility to support both AI and Bitcoin mining workloads within the same facilities.
- MARA's pending acquisition of Exxion will expand its enterprise-grade AI-optimized private cloud and HPC presence, operating tier 3-4 encrypted data centers in France and Canada.
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Cohen and Company Q3 2025 Earnings Call - Leading SPAC Underwriter Amid Volatile Market with Mixed Principal Transaction Results
Cohen and Company reported robust third quarter 2025 results, driven primarily by its Cohen and Company Capital Markets (CCM) business, which focuses on SPACs, frontier technologies, and digital asset...
- Cohen and Company’s Q3 2025 total revenue was $84.2 million, with adjusted pretax income of $16.4 million, up substantially from prior periods.
- Year-to-date total revenue reached $172.8 million with 13.4% adjusted pretax margin, showing growth over 2024.
- Cohen and Company Capital Markets (CCM) generated 77% of total company revenue year-to-date, up from 15% in full-year 2021.
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Ferrari Q3 2025 Earnings Call - Strong Growth With Recalibrated Powertrain Mix and Accelerated Buyback
Ferrari's Q3 2025 results reflect robust growth despite an uncertain macro environment. Revenues rose 7.4% year-over-year to approximately €1.8 billion, supported by a richer product mix and personali...
- Ferrari reported 7.4% year-over-year revenue growth in Q3 2025 to approximately €1.8 billion, driven by an enriched product mix and high personalization uptake.
- EBIT margin stood at a robust 28.4%, exceeding prior targets, reflecting operational discipline despite incremental US import tariffs and currency headwinds.
- Personalization now comprises about 20% of car and spare parts revenues, boosted by offerings like carbon fiber and special paint; however, longer-term personalization is expected to moderate to around 19%.
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Thomson Reuters Q3 2025 Earnings Call - AI Innovation Drives Legal and Tax Growth Amid Temporary Government and Corporate Headwinds
In its Q3 2025 earnings call, Thomson Reuters reported strong organic revenue growth of 7% overall and 9% in its three core segments—Legal Professionals, Corporates, and Tax and Accounting. AI-driven ...
- Thomson Reuters delivered 7% organic revenue growth in Q3 2025, with 9% growth across its big three segments: Legal Professionals, Corporates, and Tax and Accounting.
- Legal Professionals segment saw accelerating organic growth to 9%, driven by momentum in Westlaw Advantage and Co Counsel AI offerings.
- The company reaffirms its 2025 revenue and profit outlook but notes total and organic revenue growth trending toward the lower end of guidance due to slower print volume ramp, U.S. government cancellations, and softer corporate bookings.
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Hertz Global Holdings Q3 2025 Earnings Call - Transformation Fuels Positive EPS and Record Utilization Despite Market Headwinds
Hertz Global Holdings reported a strong third quarter in 2025, achieving $2.5 billion in revenue and a notable $190 million adjusted corporate EBITDA, marking a $350 million year-over-year improvement...
- Hertz delivered $2.5 billion in revenue and $190 million adjusted EBITDA in Q3 2025, marking a $350 million improvement year over year and achieving positive EPS for the first time in two years.
- The company completed a transformative fleet refresh with an average fleet age under 12 months, enabling record utilization of 84%—the highest since 2018—despite 2% of U.S. fleet vehicles under recall.
- Fleet strategy focuses on a buy right, hold right, sell right approach, shortening vehicle lifecycles to optimize economics, drive stronger residuals, and support retail car sales.
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Patria Q3 2025 Earnings Call - Surpassing $50B AUM and Strong Organic Fundraising Momentum
Patria marked a significant milestone in Q3 2025 by surpassing $50 billion in assets under management (AUM), more than tripling since its 2021 IPO. The firm's diversified multi-asset platform continue...
- Patria surpassed a major milestone with $50 billion in assets under management as of Q3 2025, growing over 3.5x since its 2021 IPO.
- Organic fundraising was strong with $1.5 billion raised in Q3 and $6 billion year to date, on track to exceed the full-year target of $6.6 billion.
- Fee-earning AUM grew 14% year-over-year to $38.8 billion, driving 22% growth in fee related earnings to $49.5 million for the quarter.
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Addus Home Care Q3 2025 Earnings Call - Strong 25% Revenue Growth Fueled by Personal Care Expansion and Strategic Acquisitions
Addus Home Care reported robust third-quarter 2025 results with total revenue climbing 25% year-over-year to $362.3 million, driven primarily by a 6.6% organic growth in its Personal Care segment. Adj...
- Q3 2025 revenue increased 25% to $362.3 million versus $289.8 million in 2024, driven by organic growth and acquisitions.
- Adjusted earnings per share rose 20% to $1.56, with adjusted EBITDA up 31.6% to $45.1 million.
- Personal Care Services segment delivered 6.6% same store revenue growth and 2.4% increase in billable hours year-over-year.
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