Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
United Parks & Resorts Q3 2025 Earnings Call - Attendance Dragged by Calendar, Weather, and International Declines
United Parks & Resorts reported a disappointing third quarter in 2025, marked by a 3.4% drop in attendance due to calendar shifts, unfavorable weather during key holiday weekends, and a reversal in in...
- Q3 2025 attendance fell by approximately 240,000 guests (-3.4%) compared to Q3 2024, primarily due to an unfavorable calendar shift and declines in international visitors.
- International visitation reversed earlier growth trends, dropping by about 90,000 guests, largely impacting the Orlando market and attributed to macro factors like visa and immigration challenges.
- In-park per capita spending grew by 1.1% in Q3, continuing a positive trend seen in 20 of the last 22 quarters, including growth in Halloween event attendance.
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Allied Gold Q3 2025 Earnings Call - Solid Production Momentum and Strategic Expansion Amid Regional Fuel Challenges
Allied Gold navigated Q3 2025 with steady operational performance and financial resilience despite localized fuel supply disruptions in Mali. Production reached approximately 87,000 ounces, setting a ...
- Allied Gold produced just over 87,000 ounces of gold in Q3 2025, maintaining steady operations despite regional fuel shortages in Mali affecting only the capital city.
- The Sadiola Phase 1 expansion is on schedule for completion in December 2025, enabling processing of up to 60% fresh ore, which will boost throughput, recovery rates, and lower processing costs.
- Q4 2025 production is expected to increase by up to 40% quarter-over-quarter, led by improvements at Sadiola and Bonaco, with Agbow output also significantly up over Q2.
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Under Armour Q2 2026 Earnings Call - Strategic Turnaround Gains Momentum with Product Innovation and Storytelling
Under Armour's Q2 2026 results reflect steady progress in its global turnaround despite ongoing challenges, particularly in North America and APAC regions. The company reported a 5% revenue decline to...
- Under Armour’s Q2 2026 revenue declined 5% to $1.3 billion, slightly outperforming guidance due to shipment timing shifts.
- North America revenues fell 8%, hurt by lower full-price wholesale sales and e-commerce softness amid promotional challenges.
- EMEA showed strong growth with 12% revenue increase, driven by full-price wholesale and direct-to-consumer channels.
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TC Energy Q3 2025 Earnings Call - Strong Growth, Capital Discipline, and Strategic Expansion in Natural Gas and Power
TC Energy reported robust third-quarter 2025 results underpinned by operational excellence, safety records at five-year lows, and solid financial discipline. The company placed $8 billion of assets in...
- Safety performance reached five-year lows in incident rates, underpinning operational excellence.
- Comparable EBITDA up 8% year-over-year through nine months, with Q3 EBITDA at $2.7 billion, a 10% increase YOY.
- $8 billion of assets placed in service on schedule, tracking 15% under budget for 2025 projects.
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Kinetic Q3 2025 Earnings Call - Navigating Commodity Headwinds While Advancing Strategic Projects
Kinetic's Q3 2025 earnings reflect a challenging commodity price environment and operational complexities, notably the delayed but successful commercial startup of the King’s Landing processing plant....
- King’s Landing processing plant achieved full commercial in-service in September 2025 after delayed startup, now consistently processing over 100 million cubic feet per day.
- The acid gas injection (AGI) project at King’s Landing reached final investment decision (FID) with an expected in-service date in late 2026, enabling higher sour gas capacity.
- ECCC pipeline construction is progressing toward expected in-service in Q2 2026, connecting Delaware North to Delaware South systems to improve gas routing flexibility.
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AAON Q3 2025 Earnings Call - Basics Brand Drives Strong Backlog and Capacity Expansion Amid ERP Challenges
AAON marked a pivotal quarter in its operational recovery and capacity increase, posting 17.4% year-over-year sales growth to $384.2 million, powered chiefly by a near doubling of Basics-branded sales...
- AAON’s Q3 sales rose 17.4% year-over-year to $384.2 million, driven by a 95.8% surge in Basics-branded sales amid strong data center demand.
- Basics backlog soared 119.5% year-over-year to $896.8 million, up 43.9% sequentially, signaling robust future revenue visibility.
- The new Memphis facility added nearly 800,000 sq ft of manufacturing capacity, expected to reach large-scale production by year-end 2025.
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Target Hospitality Q3 2025 Earnings Call - Major Contract Wins Fuel Growth in AI Infrastructure and Workforce Housing
Target Hospitality reported strong Q3 2025 results, fueled by over $455 million in new multi-year contracts this year, significantly expanding its footprint in AI infrastructure, data centers, power g...
- Target Hospitality secured over $455 million in new multi-year contracts in 2025 across multiple end markets including AI infrastructure and critical minerals.
- The HFS segment continues strong customer retention with over 90% renewal rates and long-term relationships averaging five years.
- The Workforce Hub contract in Nevada expanded by 19% in value due to scope increases supporting community enhancements.
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Redwire Corporation Q3 2025 Earnings Call - Transformation Drives Revenue Surge Despite Government Shutdown Delays
Redwire Corporation reported a transformative third quarter of 2025, driven by the full integration of Edge Autonomy. Revenue soared 50.7% year-over-year to $103.4 million with adjusted gross margins ...
- Redwire’s combined operations with Edge Autonomy have enhanced its technical, operational, and financial profile.
- Q3 2025 revenue grew 50.7% year-over-year to $103.4 million, reflecting significant scaling.
- Adjusted gross margin improved to 27.1%, excluding a one-time purchase accounting adjustment.
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Olaplex Holdings Q3 2025 Earnings Call - Strategic Marketing and Innovation Drive Early Signs of Turnaround
Olaplex Holdings reported third quarter 2025 results ahead of expectations despite slight revenue declines, underscoring solid execution of its transformation strategy. The successful launch of dual h...
- Q3 net sales of $114.6 million declined 3.8% year-over-year but exceeded internal expectations due to earlier shipment timing.
- Adjusted EBITDA of $30.8 million delivered a margin of 26.9%, reflecting strong flow-through despite strategic investments.
- Professional channel sales rose 5.3% year-over-year driven by promotion management and renewed partner engagement, with early green shoots in select international markets.
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Viatris Q3 2025 Earnings Call - Strategic Review Progress and Strong Pipeline Drive Raised Guidance
Viatris delivered solid Q3 2025 results with 1% operational revenue growth (excluding the Indore facility impact), driven by Europe, emerging markets, and Greater China. The company is advancing an en...
- Viatris reported 1% operational revenue growth in Q3 2025, excluding the Indore facility impact.
- The company is progressing an enterprise-wide strategic review to identify significant net cost savings over multiple years.
- Reinvestment from savings will be meaningful but a minority; overall goal is sustained profitable growth.
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