Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Eagle Materials Q2 Fiscal 2026 Earnings Call - Strategic Capex and Strong Cement Growth Offset Wallboard Headwinds
Eagle Materials posted a record $639 million revenue with a solid 31.3% gross margin and $4.23 EPS in Q2 fiscal 2026, despite a residential construction slowdown impacting wallboard volumes. Cement an...
- Eagle Materials delivered record Q2 revenue of $639 million and a strong 31.3% gross margin, reflecting operational discipline despite headwinds.
- EPS of $4.23 was slightly down 1% year-over-year, pressured by a 14% decline in wallboard volumes due to a residential construction pullback.
- Cement and aggregates volumes increased for the second consecutive quarter, driven by infrastructure spending and private non-residential construction.
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Entegris Q3 2025 Earnings Call - CEO Outlines Growth Priorities Amid Underutilized Capacity and Strong Free Cash Flow
Entegris reported Q3 2025 results aligning with guidance, with revenue of $807 million flat year-over-year, and non-GAAP EPS of $0.72. Gross margins dipped due to underutilized manufacturing assets, p...
- Q3 2025 revenue was $807 million, flat year-over-year, and EPS met guidance with non-GAAP EPS of $0.72.
- Gross margins declined about 100 basis points versus guidance, mainly due to underutilized manufacturing capacity including ramping new Taiwan and Colorado plants.
- CEO Dave Reeder outlined three initial priorities: enhancing customer intimacy, ramping new global fabs, and improving free cash flow for debt reduction.
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LCI Industries Q3 2025 Earnings Call - Robust 13% Sales Growth and Margin Expansion Highlight Innovation and Efficiency Gains
LCI Industries delivered a strong third quarter in 2025, posting a 13% increase in net sales surpassing $1 billion alongside a 140 basis point operating margin improvement to 7.3%. This performance wa...
- LCI Industries achieved 13% year-over-year sales growth in Q3 2025, exceeding $1 billion in revenue.
- Operating margins expanded by 140 basis points to 7.3% driven by cost management, productivity initiatives, and favorable mix.
- RV OEM sales rose 11% YoY to $470 million, with total content per unit up 6%, totaling a 60% increase since 2020.
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Amneal Pharmaceuticals Q3 2025 Earnings Call - Diverse Growth Drivers Propel Strong Momentum and Strategic Biosimilar Expansion
Amneal Pharmaceuticals reported robust third quarter 2025 results, posting $785 million in revenues and $160 million in adjusted EBITDA, marking six consecutive years of growth. The company’s diversif...
- Amneal posted $785 million revenue and $160 million adjusted EBITDA in Q3 2025, continuing six straight years of growth.
- Revenue grew 12% YoY with Affordable Medicines up 8%, Specialty up 8%, and APCare up 24%.
- Crexant Parkinson’s drug continues to penetrate broader patient base, targeting peak U.S. sales of $300-$500 million.
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Integra LifeSciences Q3 2025 Earnings Call - Early Product Relaunch and Supply Chain Revamp Amid Revenue Shortfall
Integra LifeSciences reported $402 million in Q3 revenue, marking 5% organic growth but falling short of expectations due to supply interruptions in its Codman Specialty Surgical (CSS) segment and saf...
- Q3 revenue was $402 million, showing 5% organic growth but below guidance due to two supply interruptions in the Codman Specialty Surgical segment and safety stock deficits.
- Adjusted EPS was $0.54, exceeding guidance, reflecting strong cost discipline and operational efficiency despite top-line pressures.
- Integra is advancing a comprehensive compliance master plan under FDA oversight, focusing on quality system remediation that will extend beyond 2025.
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Whitestone REIT Q3 2025 Earnings Call - Robust NOI Growth and Strategic Portfolio Upgrades Fuel Confidence in 5%-7% Core FFO Growth Target
Whitestone REIT delivered a solid third quarter with near-record occupancy of 94.2%, a 4.8% increase in same store NOI, and continued strong leasing spreads averaging 19.3%. The company is actively ex...
- Occupancy increased to 94.2%, a 30 basis point rise from Q2, approaching record levels and setting up a strong Q4 leasing quarter.
- Same store net operating income (NOI) grew 4.8% in Q3, raised guidance lower bound by 50 basis points to 3.5%-4.5%.
- Average base rent increased 8.2% year-over-year to $25.59, representing a 5.9% compound annual growth rate over four years.
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Talkspace Q3 2025 Earnings Call - Record Revenue and AI-driven Growth in Payer Business
Talkspace reported a record Q3 revenue of $59.4 million, driven by strong growth in its payer segment which saw a 29% increase in active members year-over-year and a 37% increase in payer sessions. Th...
- Talkspace achieved record Q3 revenue of $59.4 million, a 25% increase year-over-year and 9% sequential growth.
- Active payer members grew 29% year-over-year to over 120,000, with payer sessions rising 37% year-over-year to more than 432,000.
- Adjusted EBITDA rose 111% year-over-year to $5.0 million, with margin expansion to 8.4%.
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Lincoln National Corporation Q3 2025 Earnings Call - Disciplined Execution Drives Fifth Consecutive Quarter of Earnings Growth
Lincoln National Corporation reported a strong third quarter 2025, marking its fifth consecutive quarter of year-over-year adjusted operating income growth. The company demonstrated broad-based moment...
- Lincoln delivered its fifth consecutive quarter of year-over-year adjusted operating income growth, highlighting consistent execution across all businesses.
- Annuities sales reached $4.5 billion, marking four straight quarters of increased sales driven by a diversified product mix with 63% in higher margin spread-based products (fixed annuities and RILA).
- Life insurance earnings improved significantly to $54 million, aided by stable mortality experience, expense discipline, and strong executive benefits sales, though fourth quarter sales may be variable.
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KBR Q3 2025 Earnings Call - Strong Cash Conversion and Spin-Off Execution Amid Mixed Revenue Signals
KBR reported flat year-over-year revenue in Q3 2025, with a 5% increase year-to-date, while delivering a 10% rise in adjusted EBITDA and a 21% increase in adjusted EPS, driven by delivery excellence a...
- KBR reported flat Q3 2025 revenue year-over-year and 5% growth year-to-date amid a slower award environment.
- Adjusted EBITDA rose 10% to $240 million with margins improving over 100 basis points to 12.4%.
- Adjusted EPS increased 21% year-over-year to $1.02, aided by buybacks and operational performance.
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Vontier 3Q 2025 Earnings Call - Connected Mobility Strategy Drives Growth Despite Repair Segment Challenges
Vontier posted solid third-quarter 2025 results with sales and earnings near the high end of guidance, fueled by strength in Mobility Technologies and Environmental & Fueling Solutions. Core sales wer...
- Vontier's Q3 2025 sales of $753 million were flat year-over-year, with adjusted EPS up high single digits to $0.78.
- The Connected Mobility strategy, combining hardware, software, connectivity, and services, is driving low double-digit growth in Retail Solutions and early car wash recovery.
- Car wash segment returned to growth a quarter ahead of expectations, driven by strong adoption of the Patheon cloud-based software solution.
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