Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
AptarGroup 2025 Q3 Earnings Call - Navigating Emergency Medicine Headwinds with Pharma Pipeline Strength
AptarGroup delivered a solid Q3 2025, posting adjusted EPS of $1.62, driven by growth in its pharma segment. Key engines included increased demand for proprietary drug delivery systems in CNS, asthma,...
- AptarGroup reported Q3 adjusted EPS of $1.62, up 4% year-over-year on adjusted basis.
- Pharma segment core sales grew 2%, driven by proprietary drug delivery systems for CNS, asthma, COPD, ophthalmic treatments, and injectables.
- Injectables surged 18% fueled by GLP-1 elastomeric components and regulatory-driven requirements.
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Nexa Resources Q3 2025 Earnings Call - Aripuanã Milestone Drives Production Recovery and Strong Cash Flow
Nexa Resources reported a robust Q3 2025 marked by operational resilience and strategic progress, particularly at the Aripuanã mine which saw record production and is set to reach full capacity by mid...
- Nexa’s Q3 zinc production rose 14% sequentially to 84,000 tons, driven by a record quarter at Aripuanã and recovery at Vazante.
- Aripuanã’s fourth tailings filter arrived and commissioning is planned for April 2026, expected to enable full nameplate capacity by second half of 2026.
- Third quarter net revenues reached $764 million with adjusted EBITDA of $186 million, both up sequentially and year-over-year, supported by volume gains and stronger byproduct prices.
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Ferrari 2025 Q2 Earnings Call - Confident Execution Amid Tariff and Product Cycle Transitions
Ferrari reported solid Q2 2025 results, with revenues reaching €1.8 billion and EBITDA exceeding €700 million despite flat deliveries and macroeconomic headwinds. The company confirmed its strong orde...
- Ferrari posted a 4.4% revenue growth year-over-year with flat deliveries in Q2 2025, reflecting a solid performance in a challenging macroeconomic environment.
- EBITDA margin reached 39.7% with strong profitability driven by enriched product mix and personalized offerings, which now account for 20% of car and parts revenues.
- The new Ferrari Amalfi, launched in July, is designed to expand the customer base including markets like China and will start deliveries in H1 2026.
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VICI Properties Q2 2025 Earnings Call - Dividend and Total Return Drive Growth Amid Strategic Partnerships
VICI Properties reported solid Q2 2025 results highlighted by a raised AFFO per share guidance with expected 4.4% growth, emphasizing the critical role of dividends in total shareholder returns. CEO E...
- VICI's 2025 AFFO per share guidance raised to $2.35-$2.37, reflecting 4.4% growth year-over-year.
- The company emphasizes dividends as a core element of total return, supported by earnings growth capitalized through both same-store and new-store initiatives.
- Same-store NOI growth is notably over five times that of net lease REIT peers per Green Street research.
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ArcelorMittal H1 2025 Earnings Call - Structural Margin Improvements and Strategic Growth in North America and India
ArcelorMittal's first half 2025 results reveal continuing structural EBITDA improvements, driven by asset optimization and strategic project execution. The full acquisition of Calvert, a premier US st...
- ArcelorMittal reports structural improvements in margins with Q2 EBITDA margin at $135 per ton, reflecting benefits from asset optimization and growth strategy.
- Full ownership of Calvert integrated successfully; Calvert achieved record Q2 shipments, 10% higher than Q1 and last year, boosting North America franchise.
- New state-of-the-art electric arc furnace (EAF) at Calvert is ramping up timely, supporting increased U.S. slab self-sufficiency and meeting melted and poured steel requirements.
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Aon PLC Q3 2025 Earnings Call - Data-Centric Growth and Strategic Capital Allocation Drive Momentum
Aon PLC reported robust third-quarter 2025 financial results fueled by 7% organic revenue growth, a 26.3% adjusted operating margin, and 12% adjusted EPS growth. The company’s execution of its Aon Uni...
- Aon delivered 7% organic revenue growth in Q3 2025, with broad-based strength across all solution lines.
- Adjusted operating margin expanded by 170 basis points to 26.3% reflecting operating leverage from Aon Business Services (ABS).
- Adjusted EPS grew 12%, keeping the company on track to meet full-year earnings guidance.
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Select Medical Holdings Q3 2025 Earnings Call - Strategic Development Growth Amid Regulatory Headwinds
Select Medical Holdings delivered steady third-quarter 2025 results with 7% consolidated revenue growth to $1.36 billion and adjusted EBITDA increases of the same magnitude. Notably, inpatient rehabil...
- Select Medical recorded over 7% revenue growth in Q3 2025 to $1.36 billion and a similar rise in adjusted EBITDA to $111.7 million.
- Earnings per share from continuing operations rose more sharply, up over 21% to $0.23 per share.
- The inpatient rehabilitation hospitals segment showed strong performance with 16% revenue growth, 11% average daily census increase, and occupancy rising to 83%.
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Federated Hermes Q3 2025 Earnings Call - Record AUM and Expanding MDT Franchise Drive Growth
Federated Hermes closed Q3 2025 with assets under management hitting a record $871 billion, powered by strong performances and net inflows in money market and equity strategies. The company highlighte...
- Assets under management reached a record $871 billion in Q3, driven by money market and equity gains.
- Equity assets grew 6% sequentially, but Q3 net sales were slightly negative due to separate account redemptions offsetting solid retail inflows.
- MDT equity strategies had $2 billion in Q3 net sales and exhibit strong performance rankings, with seven of eight funds top-quartile over 1, 3, 5, and 10-year periods.
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Cooper-Standard Holdings Inc. Q3 2025 Earnings Call - Operational Excellence and Margin Expansion Amid Supply Chain Challenges
Cooper-Standard Holdings reported a third quarter showing solid operational strength and margin improvement despite modest revenue growth and emerging market headwinds. The company delivered 99% green...
- Cooper-Standard achieved 99% green customer quality and service scorecards in Q3 2025.
- Safety performance is outstanding with a 0.28 total incident rate, well below the world-class benchmark and 60% of plants with zero incidents year-to-date.
- The company secured $96 million in new net business awards in Q3 2025, totaling nearly $229 million year-to-date, with 83% related to EV and hybrid platforms.
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Charter Communications Q3 2025 Earnings Call - Resilient Growth Despite Competitive and Macro Pressures
Charter Communications reported a mixed third quarter. The company remains the fastest-growing mobile provider in the U.S., adding 493,000 Spectrum Mobile lines and growing mobile profitability. Video...
- Charter added nearly 500,000 Spectrum Mobile lines in Q3, totaling 2 million lines over the last 12 months, sustaining 20% mobile growth.
- Video customer losses improved dramatically to 70,000, less than a quarter of last year’s Q3 losses, helped by new pricing, packaging, and app inclusions.
- Internet customer losses of 109,000 in Q3 were in line with last year despite increased competition including fiber and AT&T’s cellular internet expansion.
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