Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Haemonetics Corporation Q2 2026 Earnings Call - Strong Core Growth and Margin Expansion Amid Portfolio Transitions
Haemonetics reported a mixed quarter with reported revenue down 5% due to portfolio transitions but delivered solid 9% organic growth excluding those effects. Blood management technologies and plasma ...
- Reported Q2 revenue was $327 million, down 5% due primarily to last year’s portfolio transitions; organic growth excluding CSL and divestitures was 9%.
- Adjusted EPS rose 13% in Q2 to $1.27, with adjusted operating margins reaching a record 26.7%, driven by margin expansion across all segments.
- Blood management technologies delivered double-digit growth (12% Q2), powered by higher TEG disposable utilization and global launch of the heparinase neutralization cartridge.
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Backblaze Q3 2025 Earnings Call - Strong Growth Drive with AI-Focused Cloud Storage and Go-to-Market Overhaul
Backblaze's Q3 2025 results showcased a solid 14% overall revenue growth, with B2 Cloud Storage leading at 28%, fueled by AI workload adoption. The company beat guidance on revenue and adjusted EBITDA...
- Backblaze delivered a 14% year-over-year revenue growth in Q3 2025, surpassing the high end of guidance.
- B2 Cloud Storage revenue grew 28% year-over-year, driven largely by AI-related workloads and expanding customer base.
- The company is on track to achieve adjusted free cash flow positivity in Q4 2025 with improved adjusted EBITDA margin reaching 23%.
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Moderna Third Quarter 2025 Earnings Call - Advancing mRNA Portfolio Amid Revenue Pressures and Strong Cost Discipline
Moderna reported $1 billion in third quarter 2025 revenue, principally driven by COVID vaccines Spikevax and mNEXSPIKE, alongside RSV vaccine Arazvia. Despite a net loss of $200 million, the company h...
- Moderna reported $1 billion revenue in Q3 2025, mainly from COVID vaccines Spikevax, mNEXSPIKE, and RSV vaccine Arazvia.
- Net loss totaled $200 million due to lower COVID vaccine demand, down from prior year net income of $13 million.
- Significant cost reduction achieved: 34% decrease in cost of sales, R&D, and SG&A year-over-year, and $2.1 billion cost improvement over last four quarters.
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Zai Lab Q3 2025 Earnings Call - Rapid Global Pipeline Advances Offset by Slower Commercial Growth in China
Zai Lab reported a 14% year-over-year revenue growth to $116 million in Q3 2025, underpinned by solid commercial performance in China, led by Vyvgart and Nuzyra. The company emphasized its shift towar...
- Zai Lab's total revenue for Q3 2025 was $116 million, up 14% year-over-year, driven mainly by Nuzyra, Vyvgart, and others.
- Josie (ZL1310), an anti-DLL3 ADC, showed a 68% overall response rate and 94% disease control rate in phase I trials in extensively pretreated small cell lung cancer patients, including strong intracranial activity.
- Josie demonstrated a favorable safety profile with only 13% grade 3 or higher treatment-related adverse events at the optimal dose, far below competitive ADCs, with no treatment-related discontinuations or deaths.
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REGENXBIO Q3 2025 Earnings Call - Advancing Gene Therapies Toward Regulatory Milestones and Commercial Readiness
REGENXBIO delivered strong progress across its gene therapy pipeline in Q3 2025, highlighted by the completion of enrollment in the pivotal RGX-202 Duchenne muscular dystrophy trial and confidence in ...
- Completed enrollment in the pivotal RGX-202 Duchenne muscular dystrophy trial, targeting early Q2 2026 top-line data and mid-2026 BLA submission under accelerated approval.
- RGX-202 features a novel microdystrophin construct with the CT domain and an immune suppression regimen enabling high-dose delivery and a favorable safety profile with no SAEs observed.
- Confirmatory trial for RGX-202 has commenced enrollment post-pivotal study, with sufficient drug supply available and plans for broad ambulatory patient inclusion.
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MasterCraft Boat Holdings Fiscal First Quarter 2026 Earnings Call - Strong execution drives sales and margin gains amid market softness
MasterCraft Boat Holdings reported a fiscal Q1 2026 performance that exceeded expectations despite ongoing geopolitical uncertainty and a challenging retail environment. Net sales grew 6% year-over-ye...
- Q1 net sales increased by $3.6 million or 6% year-over-year to $69 million, driven by pricing, favorable options, and lower dealer incentives.
- Adjusted EBITDA rose nearly $3 million to $6.7 million, with a 380 basis point margin improvement to 9.7%.
- Pipeline inventory improved 27% year-over-year, reflecting disciplined production and dealer inventory management consistent with pre-COVID levels.
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Angel Oak Mortgage REIT Q3 2025 Earnings Call - Strategic Capital Reallocation and Margin Improvement Drive Net Interest Income Growth
Angel Oak Mortgage REIT reported a disciplined third quarter in 2025, marked by 13% net interest income growth year-over-year and a 2% increase sequentially. The company strategically retired older se...
- Angel Oak delivered 13% net interest income growth year-over-year and 2% sequentially in Q3 2025.
- GAAP book value per share rose by over 2% sequentially due to portfolio valuation increases.
- Retired two legacy securitizations from 2019, releasing $19 million capital for reinvestment into higher-yield loans with returns doubling from about 6% to 14%.
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DuPont 3Q 2025 Earnings Call - Raised Full-Year Guidance With Strong Growth in Healthcare and Electronics Amid Portfolio Streamlining
DuPont delivered a solid third quarter 2025 with organic sales growth of 6% and operating EBITDA margin at a strong 27.3%. The company raised its full-year earnings guidance, underpinned by robust vol...
- DuPont reported $3.1 billion in 3Q sales, a 6% organic increase led by healthcare, water, and electronics segments, exceeding prior guidance.
- Operating EBITDA rose 6% year-over-year to $840 million with a 27.3% margin, despite minor mix and currency headwinds in Electronics Co.
- The company reaffirmed 2025 organic sales growth at 2% and raised full-year operating EBITDA guidance to $1.6 billion and adjusted EPS to $1.66, reflecting stronger-than-expected underlying performance.
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NCR Voyix Q3 2025 Earnings Call - Accelerating Software-Led Innovation with Chipotle Expansion and ODM Transition
NCR Voyix reported Q3 2025 results reflecting a continued shift towards software-led solutions supported by payments and services, despite a 3% dip in total revenue driven by reduced hardware sales. T...
- NCR Voyix is shifting strategically towards a software-led business model, outsourcing hardware production to ODM Enercom starting January 2026 to reduce capital intensity and streamline operations.
- Q3 total revenue declined 3%, primarily due to lower hardware sales and one-time software/services revenue, but recurring revenue grew 5%, with software ARR up 8%.
- Adjusted EBIT increased 32% to $125 million, and margin expanded nearly 490 basis points, driven by better hardware margins and cost efficiencies.
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Cronos Group Q3 2025 Earnings Call - Record Quarter Driven by Israel Growth and Groco Expansion
Cronos Group reported a strong third quarter in 2025, hitting record net revenue of $36.3 million, driven by robust performance in Israel and growth in cannabis extracts and vapes in Canada. Despite f...
- Cronos Group delivered a record Q3 2025 quarter with $36.3 million net revenue, a 6% year-over-year increase.
- Strong growth in Israel propelled Q3 results, with Peace Naturals as the leading medical cannabis brand.
- Canadian flower sales were down due to supply constraints, partially offset by growth in vapes and edibles, especially from the Spinach brand.
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