Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Brookfield Business Partners Q3 2025 Earnings Call - Capital Recycling and AI Integration Drive Confident Growth Outlook
Brookfield Business Partners reported solid third quarter 2025 results highlighted by strong capital recycling with over $2 billion generated year-to-date and active debt repayment totaling $1 billion...
- Brookfield generated over $2 billion in proceeds from capital recycling year-to-date and repaid $1 billion of corporate debt, supporting financial flexibility.
- The company bought back approximately $160 million of units and shares under a $250 million buyback program, signaling confidence amid shares trading at a discount to NAV.
- A corporate restructuring will convert all BBULP units and BBUC shares into a single Canadian publicly traded corporation to enhance liquidity and market demand.
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Shift4 Q3 2025 Earnings Call - Robust Growth Amid Macro Volatility and Strategic Expansion
Shift4 delivered a solid third quarter with gross revenue less network fees at $589 million and adjusted EBITDA of $292 million, reflecting 61% and 56% year-over-year growth respectively. Excluding ac...
- Q3 gross revenue less network fees rose 61% year-over-year to $589 million, with adjusted EBITDA up 56% to $292 million.
- Organic growth excluding acquisitions was 18% year-over-year, consistent with medium-term guidance targets.
- Global Blue acquisition contributed $156 million gross revenue and $68 million EBITDA in its first quarter under Shift4.
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BK Technologies Corporation Q3 2025 Earnings Call - Robust Revenue Growth Fueled by Federal Orders and BKR 9000 Momentum
BK Technologies delivered a strong third quarter in 2025 with revenues up 21% year-over-year to $24.4 million, driven mainly by significant federal orders, including $12.9 million from the USDA Forest...
- BK Technologies recorded 21% revenue growth to $24.4 million in Q3 2025, largely on strong federal orders including $12.9 million from USDA Forest Service.
- Gross margin improved sharply to 49.9% from 38.8% in Q3 2024, driven by a favorable product mix with increased sales of the higher-margin BKR 9000 radio and price increases.
- Net income rose 46% to $3.4 million, with GAAP EPS of $0.87 diluted and adjusted EPS reaching $1.27, nearly doubling from last year.
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Public Square Q3 2025 Earnings Call - FinTech Growth and Efficiency Drive Narrowing Losses
Public Square delivered a strong third quarter in 2025, beating revenue guidance by 10% and reaffirming its full year 2026 revenue guidance of $32 million. Revenue from the FinTech segment surged 37% ...
- Public Square surpassed Q3 2025 revenue guidance by 10%, reporting $4.4 million in net revenue from continuing operations.
- FinTech segment revenue grew 37% year-over-year, driven by a 50% increase in payments revenue and 22% rise in credit revenue compared to Q2 2025.
- Net loss declined 33% year-over-year, from $13.1 million to $12 million, while net loss per share improved by 37% to $0.26.
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National Fuel Gas Company Q4 FY2025 Earnings Call - Strategic Upper Utica Expansion and Ohio Utility Acquisition Fuel Growth Outlook
National Fuel Gas Company reported a standout Q4 and full fiscal year 2025, marked by a 58% year-over-year jump in adjusted EPS for the quarter and a 38% increase for the full year. Central to this pe...
- National Fuel reported adjusted EPS of $1.22 for Q4 FY2025, a 58% increase year-over-year, and a 38% EPS growth for full fiscal 2025 versus 2024.
- The company’s integrated upstream and gathering segment improved capital efficiency by 30% since 2023, growing production by about 20% while reducing capital spending by 15%.
- A significant expansion added 220 prospective well locations in the Upper Utica formation in Tioga County, nearly doubling the development inventory to around 400 locations.
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Stoneridge Q3 2025 Earnings Call - Mirai Momentum and Cost Efficiencies Offset Production Declines
Stoneridge reported mixed third-quarter 2025 results, as soft commercial vehicle production volumes pressured top-line sales, which fell 7.8% quarter-over-quarter to $210 million. Despite this, adjust...
- Stoneridge’s Q3 2025 sales declined 7.8% QoQ to $210 million due to macroeconomic pressures and reduced commercial vehicle production, notably a 21% drop in North America.
- Adjusted EBITDA improved by $3.6 million sequentially to $11.7 million excluding $2.4 million in non-operating foreign currency expenses, raising margin by 200 basis points to 5.6%.
- Year-to-date improvements in quality-related costs reached approximately $5.3 million, reflecting successful built-in quality initiatives and proactive cost management.
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Watts Water Technologies 3Q 2025 Earnings Call - Record Sales and Margin Expansion Amid Tariff Uncertainties and Strategic Acquisitions
Watts Water Technologies delivered a robust third quarter in 2025, surpassing expectations with record sales of $612 million, a 13% increase reported and 9% organic growth. The Americas led the charge...
- Third quarter sales hit a record $612 million, up 13% reported and 9% organic growth.
- Americas segment drove growth with 16% reported and 13% organic sales increase, aided by favorable pricing and $11 million pull-forward demand.
- Acquisitions (ICON, EZwater, HAWS) contributed approximately $21 million in incremental sales in 3Q and 4Q combined.
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Phibro Animal Health Corporation Q1 2026 Earnings Call - 55% Animal Health Sales Growth Fuelled by MFA Integration and Strategic Innovation
Phibro Animal Health reported a robust first quarter for fiscal 2026, with consolidated net sales of $363.9 million, marking a 40% year-over-year increase driven by a 55% surge in animal health segmen...
- Phibro Animal Health's Q1 2026 consolidated net sales rose 40% year-over-year to $363.9 million, driven primarily by a 55% increase in animal health segment sales.
- Acquisition and full integration of MFA's medicated feed additive portfolio delivered 81% growth in MFA and related products, contributing $80.5 million in sales.
- Legacy animal health business showed steady 11% overall growth, with 6% growth in legacy MFA and other products, reflecting solid underlying demand.
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KVH Industries Q3 2025 Earnings Call - LEO Subscriber Surge and Strategic Expansion Signal a Market Inflection
KVH Industries carved out a significant moment in Q3 2025 by reinforcing the inflection point toward low Earth orbit (LEO) growth and recurring service revenue dominance. With service revenue up 10% s...
- KVH set a new record with approximately 1,600 satellite communication terminals shipped in Q3, reflecting robust demand for LEO and hybrid VSAT services.
- Total subscribing vessels increased by 11% quarter-over-quarter to just under 9,000, marking a 26% increase year-to-date, driven mainly by Starlink and OneWeb LEO services.
- Service revenue rose 10% from the prior quarter to $25.4 million, including a 4% increase year-over-year despite reduced US Coast Guard revenue compared to 2024.
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MACOM Q4 FY2025 Earnings Call - Record Revenue Growth and Strategic Expansion in GaN and Data Center Technologies
MACOM closed fiscal 2025 with record revenue of $967 million, a robust 32% year-over-year increase, underscoring sustained momentum across its industrial, defense, telecom, and data center markets. Th...
- MACOM achieved a company record $967 million in FY2025 revenue, up more than 32% year-over-year, with Q4 revenue at $261.2 million, marking new quarterly highs.
- Adjusted EPS rose 35% year-over-year to $3.47 for the full year, with Q4 EPS at $0.94, driven by operational improvements and revenue growth.
- Book-to-bill ratio for FY2025 was a strong 1.1, with Q4 just over 1.0; the company reports a record backlog supporting revenue visibility.
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