Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Steve Madden Ltd Q3 2025 Earnings Call - Tariff Challenges Temper Growth Despite Strong Brand Momentum
Steve Madden’s third quarter 2025 results reveal a business navigating intense tariff-induced disruptions with a mix of resilience and strategic pivoting. New tariffs on Chinese imports caused wholesa...
- Q3 revenue increased 6.9% to $667.9 million, but fell 14.8% excluding Kurt Geiger acquisition.
- Wholesale revenue declined 10.7%, driven by a 19% drop excluding Kurt Geiger; tariff-related order cuts and shipment delays were key factors.
- Direct-to-consumer (DTC) revenue surged 76.6%, or 1.5% excluding Kurt Geiger, reflecting strong digital engagement.
- +13 more takeaways
Brilliant Earth Q3 2025 Earnings Call - Engagement Rings Rebound and Fine Jewelry Surges Amid Industry Headwinds
Brilliant Earth marked its 20th anniversary with strong third-quarter results, reporting a 10% year-over-year net sales increase that beat expectations. The company saw a key inflection point with eng...
- Brilliant Earth achieved 10.4% year-over-year net sales growth in Q3 2025, surpassing guidance.
- Engagement ring bookings, previously soft after a market normalization, returned to year-over-year growth signaling a bridal recovery.
- Wedding and anniversary band bookings reached their highest ever, with strong growth in men's and women's collections.
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Triple Flag Precious Metals Q3 2025 Earnings Call - Record Cash Flows Amid Strategic Royalty Acquisitions and Strong Gold Prices
Triple Flag Precious Metals delivered a standout Q3 2025, boasting record adjusted EBITDA of $79 million driven by 27,000 gold equivalent ounces (GEOs) and an operating cash flow per share of 39 cents...
- Triple Flag achieved record adjusted EBITDA of $79 million in Q3 2025, driven by 27,000 GEOs and strong gold prices.
- Operating cash flow per share rose over 25% year-over-year, reaching 39 cents US, reflecting robust cash generation.
- The company is on track to meet or exceed the midpoint to high end of its 2025 GEO production guidance.
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Taboola Q3 2025 Earnings Call - Realize Platform Gains Traction, Driving Confident Outlook and Share Buybacks
Taboola reported a strong Q3 2025, beating guidance across key metrics with revenues of $497 million and an adjusted EBITDA margin above 27%. The company highlighted an inflection point in its Realize...
- Taboola exceeded high-end Q3 2025 guidance with $497M revenue and $48M adjusted EBITDA, delivering strong 27% EBITDA margin.
- The AI-powered Realize platform reached an inflection point, helping advertisers achieve higher ROI and fueling growth confidence.
- Number of scaled advertisers (spending $100K+) rose 4% to 2,064, while average revenue per scaled advertiser grew 11%, key drivers for ex-TAC gross profit growth.
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Fortrea Q3 2025 Earnings Call - CEO Highlights Strong Win Rates, Backlog Growth, and Operational Focus in First 100 Days
Fortrea delivered solid Q3 2025 results with $701.3 million in revenue and an adjusted EBITDA of $50.7 million amid ongoing transformation and CEO Anshul Thakral's first 100 days in leadership. The co...
- Fortrea reported Q3 2025 revenue of $701.3 million, a 3.9% increase year-over-year, with adjusted EBITDA of $50.7 million.
- Backlog stands at over $7.6 billion with a book-to-bill ratio improving to 1.13 times in Q3, indicating growth in order intake.
- Win rates improved significantly, reaching the highest level in six quarters, with biotech client win rates doubling quarter-over-quarter.
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Kornit Digital Q3 2025 Earnings Call - Strategic Shift to Recurring Revenue with AIC Model Drives Growth and Profitability
Kornit Digital reported a 5% year-over-year revenue increase to $53.1 million in Q3 2025, exceeding guidance despite shifting revenue recognition due to the expansion of its All-Inclusive Click (AIC) ...
- Kornit Digital achieved 5% year-over-year revenue growth to $53.1 million in Q3 2025, surpassing midpoint guidance.
- Adjusted EBITDA margin improved to approximately 2%, reflecting ongoing cost discipline and positive operational cash flow for eight consecutive quarters.
- The company is transitioning from upfront equipment sales to a recurring revenue model via its All-Inclusive Click (AIC) program, with about 80% of Apollo systems now under AIC.
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Unifi Q1 Fiscal 2026 Earnings Call - Navigating Tariff Turmoil and Resizing for Profitability
Unifi's first quarter fiscal 2026 results were marked by unprecedented challenges stemming from tariff uncertainties and strategic operational shifts. A key disruption was a dramatic drop in orders fo...
- Q1 fiscal 2026 sales declined 7.9% year-over-year, chiefly due to tariff-induced demand disruption impacting Asia and Central America.
- Customers front-loaded orders prior to April tariffs, causing a sharp post-tariff order trough expected to persist through Q2.
- Unifi closed its Madison facility, moving volumes to Yadkinville, increasing capacity by 40% but incurring transition costs now largely complete.
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Elanco Animal Health 3Q 2025 Earnings Call - Innovation Drives Growth Amid Market Headwinds
Elanco Animal Health reported a strong third quarter in 2025 with 9% organic constant currency revenue growth, surpassing the high end of guidance across revenue, adjusted EBITDA, and EPS. The growth ...
- Elanco delivered 9% organic constant currency growth in Q3 2025, outperforming high-end guidance for revenue, EBITDA, and EPS.
- U.S. Farm Animal segment grew 20%, led by strong sales of Experior and poultry vaccines, continuing market leadership.
- The innovation basket reached $655 million in YTD revenue; full-year innovation guidance raised by $100 million to $840-$880 million.
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Eastern Company Q3 2025 Earnings Call - Deep Revenue Slump Amid Heavy-Duty Truck and Auto Market Pullbacks
Eastern Company reported a disappointing Q3 2025 with revenues plummeting 22% year-over-year to $55.3 million and EBITDA at just $3.5 million, driven largely by sharp declines in Class 8 truck product...
- Q3 2025 revenue dropped 22% to $55.3 million, driven by major declines in Class 8 truck and automotive sectors.
- EBITDA totaled $3.5 million with earnings per share at $0.10, down significantly from prior year.
- OE truck production fell 36% in Q3, affected by summer shutdowns and schedule disruptions.
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Perrigo Q3 2025 Earnings Call - Strategic Review of Infant Formula and Resilient OTC Share Gains Amid Soft Consumption
Perrigo navigated a challenging Q3 2025 marked by soft consumer health category consumption globally, with overall organic net sales declining by 4.4%. Despite industry-wide softness, Perrigo's US OTC...
- Organic net sales declined 4.4% in Q3 2025, impacted by soft OTC category consumption and challenges in infant formula and oral care businesses.
- Perrigo's US OTC store brands gained volume share for six consecutive months, outperforming a declining overall market.
- Key European OTC brands like Elastoplast and Jungle Formula achieved five consecutive months of dollar share gains despite soft market trends.
- +12 more takeaways