Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Evertec Q2 2025 Earnings Call - Latin America Momentum Boosts Guidance, Board Clears $150M Buyback
Evertec delivered a clean quarter, with revenue of $229.6 million, an 8% year over year gain (10% constant currency), and adjusted EBITDA of $92.6 million at a 40.3% margin. Management raised full yea...
- Q2 revenue $229.6M, up 8% year over year; constant currency revenue up ~10%, with Brazilian real as the main FX headwind last quarter.
- Adjusted EBITDA $92.6M, up ~8% year over year, with Q2 adjusted EBITDA margin at 40.3%, essentially in line with guidance.
- Adjusted EPS $0.89, up ~7% year over year, driven by EBITDA growth and lower cash interest, partially offset by higher taxes and D&A.
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Q2 Holdings Second Quarter 2025 Earnings Call - Raises full-year revenue and EBITDA guidance on strong subscription growth, bookings and free cash flow
Q2 reported a solid Q2: revenue $195.1M, adjusted EBITDA $45.8M, free cash flow $42M, and subscription ARR growth driving momentum. Management beat the high end of guidance, raised full-year revenue a...
- Q2 beat the high end of guidance, reporting Q2 revenue of $195.1M, adjusted EBITDA of $45.8M, and free cash flow of $42M.
- Revenue grew 13% year over year, driven primarily by subscription revenue which rose 16% YoY and accounted for 81% of total revenue.
- Total ARR reached $861M, up 10% YoY, with subscription ARR at $716M, up 13% YoY from $634M.
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Glaukos Corporation Q2 2025 Earnings Call - iDoseTR momentum drives record sales and lifts 2025 guidance
Glaukos reported a record Q2 with consolidated net sales of $124.1 million, up ~30% year over year, led by a $31 million quarter for iDoseTR and strong U.S. glaucoma performance. Management raised ful...
- Q2 consolidated net sales $124.1M, up ~30% year over year; company raised FY2025 net sales guidance to $480M–$486M.
- U.S. glaucoma net sales were a record $72.3M, up 45% YoY, driven largely by iDoseTR, which generated approximately $31M in Q2.
- iDoseTR is the commercial growth engine: management is focused on surgeon training, utilization expansion, market access with MACs and commercial payers, clinical evidence expansion, and marketing investments.
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Sanmina Third Quarter Fiscal Year 2025 Earnings Call - ZT Systems Deal to Double Revenue and Power Data Center AI Push
Sanmina reported a clean, above-outlook quarter: revenue $2.04 billion, non-GAAP EPS $1.53, and a 9.1% gross margin. Broad-based demand led to 10.9% year on year top-line growth, with communications n...
- Q3 results beat Sanmina’s outlook: revenue $2.04 billion, non-GAAP EPS $1.53, non-GAAP gross margin 9.1%, non-GAAP operating margin 5.7%.
- Revenue grew 10.9% year over year, driven by broad-based demand; book-to-bill roughly 1.0 and top 10 customers represented 52.8% of revenue.
- End-market split: industrial/energy/medical/defense/automotive portfolio $1.256 billion, up 6.2% year over year; communications networks and cloud infrastructure $786 million, up 19.1% year over year.
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Alignment Healthcare Second Quarter 2025 Earnings Call - Adjusted EBITDA Beat and Guidance Raised on Membership and Margin Momentum
Alignment Healthcare delivered a clean quarter: membership jumped to 223,700, revenue hit $1.0 billion, adjusted gross profit rose to $135 million, and adjusted EBITDA came in at $46 million, well abo...
- Headline beat: Q2 membership 223,700, up ~28% year over year, and revenue of $1.0 billion, up ~49% year over year.
- Adjusted gross profit was $135 million, up 76% year over year, producing a consolidated MBR of 86.7%, a 200 basis point improvement versus prior year.
- Adjusted SG&A was $89 million, 8.8% of revenue, improving 160 basis points year over year; management noted a roughly $6 million timing benefit in H1 that will reverse in H2.
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TransMedics Group Inc. Q2 2025 Earnings Call - Raises 2025 Guidance After Record Quarter as NOP Scales Toward 10,000 U.S. Transplants
TransMedics reported a milestone quarter, posting $157.4 million in total revenue, stronger margins, and a $90 million cash inflow that lifted cash to about $401 million. Management raised full-year 2...
- Total revenue for Q2 2025 was $157.4 million, up about 38% year over year and roughly 10% sequentially.
- Product revenue was $96 million and service revenue was $61 million in Q2; logistics was the primary driver inside services.
- GAAP gross margin held near 61% (management cited ~61.4%), broadly stable quarter to quarter; service margin improved materially year over year while product margin was pressured sequentially by higher freight to accelerate hub inventory.
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TFI International Second Quarter 2025 Earnings Call - Cash generation and tactical fixes offset falling volumes
TFI reported a classic corporate balancing act, revenue down but cash and margins up. Consolidated revenue (ex fuel) fell to about $1.8 billion from $2.0 billion a year ago, yet operating income climb...
- Consolidated revenue (before fuel surcharge) fell to $1.8 billion from $2.0 billion year over year, reflecting soft freight volumes across segments.
- Operating income improved to $170 million, lifting consolidated operating margin to 9.5% from 2.5% a year ago, driven by company-level cost actions and mix changes.
- Free cash flow was strong at $182 million, up 20% from $151 million a year ago, supported by favorable working capital and slightly lower CapEx.
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Alliance Resource Partners Q2 2025 Earnings Call - Domestic demand rebound, distribution trimmed to fund growth
Alliance reported a mixed quarter: sales volumes ticked up and Illinois Basin operations ran strongly, but lower realized coal prices and an impairment charge weighed on earnings. Management moved dec...
- Total revenues fell to $547.5 million in Q2 2025 from $593.4 million a year earlier, primarily due to lower coal prices and transportation revenue, partially offset by higher coal sales volumes.
- Average coal sales price was $57.92/ton, down 11.3% year over year and 3.9% sequentially, driven by rolloff of legacy high-priced contracts and a heavier mix of Illinois Basin tons.
- Coal production was 8.1 million tons, down 3.9% YoY, while coal sales volumes rose to 8.4 million tons, up 6.8% YoY and 7.9% sequentially.
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New Gold Q2 2025 Earnings Call - Free cash flow inflection as Rainy River ramps and New Afton cave advances
New Gold reported a clean operational quarter, where a successful Rainy River mill transition and continued overperformance at New Afton translated into a clear free cash flow inflection. Consolidated...
- Q2 production: ~78,600 ounces of gold and 13.5 million pounds of copper, consolidated AISC $13.93/oz on a by-product basis.
- Cash generation: cash from operations before working capital ~ $161 million; record quarterly free cash flow $63 million; Rainy River contributed a record $45 million in free cash flow; New Afton generated ~$33 million in free cash flow and >$85 million YTD.
- New Afton C Zone progress: C Zone cave construction ~64-65% complete as of June, undercutting finished in May, on track to ramp toward ~16,000 tpd processing capacity in early 2026.
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Axos Financial Q4 FY2025 Earnings Call - Accelerating loan growth with NIM resilience and deposit strength
Axos closed fiscal 2025 with clear momentum. Organic loan growth accelerated, delivering $856 million in linked-quarter loan growth while net interest margin held at a healthy 4.84 percent, aided slig...
- Organic loan growth accelerated, with $856 million of net loan growth in Q4 FY2025, up 4.2% linked quarter and roughly 16% annualized.
- Net interest margin was 4.84% for the quarter, up 6 basis points sequentially, and management expects NIM excluding FDIC loan accretion to remain at or slightly above the 4.25% to 4.35% target range.
- Net interest income for the quarter was $280 million, up 7.7% year over year versus $260 million in the prior year quarter.
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