Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Ferrari Q3 2025 Earnings Call - Strong Growth With Recalibrated Powertrain Mix and Accelerated Buyback
Ferrari's Q3 2025 results reflect robust growth despite an uncertain macro environment. Revenues rose 7.4% year-over-year to approximately €1.8 billion, supported by a richer product mix and personali...
- Ferrari reported 7.4% year-over-year revenue growth in Q3 2025 to approximately €1.8 billion, driven by an enriched product mix and high personalization uptake.
- EBIT margin stood at a robust 28.4%, exceeding prior targets, reflecting operational discipline despite incremental US import tariffs and currency headwinds.
- Personalization now comprises about 20% of car and spare parts revenues, boosted by offerings like carbon fiber and special paint; however, longer-term personalization is expected to moderate to around 19%.
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Thomson Reuters Q3 2025 Earnings Call - AI Innovation Drives Legal and Tax Growth Amid Temporary Government and Corporate Headwinds
In its Q3 2025 earnings call, Thomson Reuters reported strong organic revenue growth of 7% overall and 9% in its three core segments—Legal Professionals, Corporates, and Tax and Accounting. AI-driven ...
- Thomson Reuters delivered 7% organic revenue growth in Q3 2025, with 9% growth across its big three segments: Legal Professionals, Corporates, and Tax and Accounting.
- Legal Professionals segment saw accelerating organic growth to 9%, driven by momentum in Westlaw Advantage and Co Counsel AI offerings.
- The company reaffirms its 2025 revenue and profit outlook but notes total and organic revenue growth trending toward the lower end of guidance due to slower print volume ramp, U.S. government cancellations, and softer corporate bookings.
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Hertz Global Holdings Q3 2025 Earnings Call - Transformation Fuels Positive EPS and Record Utilization Despite Market Headwinds
Hertz Global Holdings reported a strong third quarter in 2025, achieving $2.5 billion in revenue and a notable $190 million adjusted corporate EBITDA, marking a $350 million year-over-year improvement...
- Hertz delivered $2.5 billion in revenue and $190 million adjusted EBITDA in Q3 2025, marking a $350 million improvement year over year and achieving positive EPS for the first time in two years.
- The company completed a transformative fleet refresh with an average fleet age under 12 months, enabling record utilization of 84%—the highest since 2018—despite 2% of U.S. fleet vehicles under recall.
- Fleet strategy focuses on a buy right, hold right, sell right approach, shortening vehicle lifecycles to optimize economics, drive stronger residuals, and support retail car sales.
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Patria Q3 2025 Earnings Call - Surpassing $50B AUM and Strong Organic Fundraising Momentum
Patria marked a significant milestone in Q3 2025 by surpassing $50 billion in assets under management (AUM), more than tripling since its 2021 IPO. The firm's diversified multi-asset platform continue...
- Patria surpassed a major milestone with $50 billion in assets under management as of Q3 2025, growing over 3.5x since its 2021 IPO.
- Organic fundraising was strong with $1.5 billion raised in Q3 and $6 billion year to date, on track to exceed the full-year target of $6.6 billion.
- Fee-earning AUM grew 14% year-over-year to $38.8 billion, driving 22% growth in fee related earnings to $49.5 million for the quarter.
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Addus Home Care Q3 2025 Earnings Call - Strong 25% Revenue Growth Fueled by Personal Care Expansion and Strategic Acquisitions
Addus Home Care reported robust third-quarter 2025 results with total revenue climbing 25% year-over-year to $362.3 million, driven primarily by a 6.6% organic growth in its Personal Care segment. Adj...
- Q3 2025 revenue increased 25% to $362.3 million versus $289.8 million in 2024, driven by organic growth and acquisitions.
- Adjusted earnings per share rose 20% to $1.56, with adjusted EBITDA up 31.6% to $45.1 million.
- Personal Care Services segment delivered 6.6% same store revenue growth and 2.4% increase in billable hours year-over-year.
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Harley Davidson 2025 Q3 Earnings Call - Strategic HDFS Transaction Boosts Profit Amid Dealer Network and Demand Challenges
Harley Davidson's Q3 2025 earnings revealed a mixed bag: strong financial gains largely driven by the transformative HDFS transaction offset a softer sales environment marked by declining global retai...
- New CEO Arti Starrs emphasizes dealer network health as foundational, initiating immediate inventory management and promotional actions, especially targeting Touring and CVO segments.
- HDFS completed a strategic transaction with KKR and PIMCO involving back book sale, forward flow agreement, and 9.8% equity sale, unlocking $1.2-1.25 billion in discretionary cash and shifting to capital-light business model.
- Q3 consolidated revenue rose 17%, driven by a 23% increase in Motor Company revenue, but Harley Davidson Financial Services revenue declined 3%, operating income boosted by HDFS transaction.
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Molson Coors Beverage Company Q3 2025 Earnings Call - Strategic Shift Under New CEO Amid Macro Headwinds
Molson Coors marked Q3 2025 with a leadership transition as Rahul Goyal took over as CEO from Gavin Hattersley. Goyal outlines a strategic pivot focusing on strengthening core and economy beer brands,...
- Leadership change as Rahul Goyal assumes CEO role with mandate for urgent strategic action.
- Q3 revenues declined 3.3%, pretax income down 11.9%, underlying EPS down 7.2%, impacted by volume declines and costs.
- Macroeconomic pressures notably reduced consumption among lower income and Hispanic beer consumers in the U.S.
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Reservoir Media Q2 Fiscal 2026 Earnings Call - Strategic Acquisitions Drive 12% Revenue Growth Including Milestone Miles Davis Catalog
Reservoir Media's Q2 fiscal 2026 earnings highlight a robust 12% top-line growth fueled by a 7% organic increase and 5% from acquisitions, underscoring management's disciplined strategy of catalog div...
- Reservoir Media reported 12% total revenue growth in Q2 FY 2026, with 7% organic expansion and 5% from acquisitions.
- The company acquired the iconic Miles Davis catalog including publishing, recorded music, name, and likeness rights, aiming to leverage the 2026 centennial for value enhancement.
- Planned centennial activation includes a feature film, symphonic live show, international tours, reissues, and brand collaborations.
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Ormat Technologies Q3 2025 Earnings Call - Broad Revenue Growth and Breakthroughs in Enhanced Geothermal Systems
Ormat Technologies reported a strong third quarter in 2025 marked by a 17.9% increase in revenue driven primarily by the energy storage and product segments. Despite operational challenges in their el...
- Q3 2025 revenue increased 17.9% year-over-year to $249.7 million, propelled by robust growth in energy storage (+108%) and product segments (+66.6%).
- Energy storage segment gross margins surged to 39.4% from 20.2% in 2024, boosted by facilities such as Bottleneck and Lower Rio, with full year margin expected above 25%.
- Electricity segment faced operational challenges including grid failures, ongoing asset upgrades, and lower energy prices at Puna, causing margin compression and ~$20-25 million impact on revenue and EBITDA for 2025.
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Ingredion Q3 2025 Earnings Call - Operational Challenges at Chicago Plant Temper Full Quarter Performance
Ingredion faced a challenging third quarter in 2025, with net sales and adjusted operating income falling short of previous guidance, primarily due to operational disruptions at the Argo facility in C...
- Ingredion’s Q3 2025 net sales declined 3% year-over-year to $1.8 billion, with adjusted operating income down due to operational and market headwinds.
- A fire at the Argo feed dryer in Chicago significantly disrupted production, causing an estimated $22 million operating income hit over Q2 and Q3, with $12 million in Q3 alone.
- Texture and Healthful Solutions segment grew volume 4%, aided by double-digit growth in clean label ingredients in North America and EMEA, and strong demand for protein isolates.
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