Earnings Call Transcripts
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All Earnings Calls
ACCO Brands Q3 2025 Earnings Call - Cost Cuts Cushion Sales Slump Amid Tariff and Demand Headwinds
ACCO Brands reported third quarter 2025 sales slightly below expectations, pressured by soft global demand, trade-down behaviors, and delayed tariff-related price increases. Despite a 9% sales decline...
- Third quarter sales fell 9% versus prior year, slightly missing internal outlook due to softer global demand and delayed tariff price increases.
- Adjusted EPS met guidance aided by $10 million quarterly cost savings, totaling about $50 million in the multi-year cost reduction plan.
- Gross margin improved 50 basis points to 33% thanks to operational efficiencies amid volume decline.
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The Carlyle Group Q3 2025 Earnings Call - Strong Momentum Drives Upward Revisions on Fee-Related Earnings and Inflows
The Carlyle Group reported a robust third quarter in 2025, surpassing prior expectations with fee-related earnings (FRE) reaching $312 million for the quarter and nearly $946 million year-to-date, up ...
- The Carlyle Group delivered $312 million in fee-related earnings for Q3 2025, marking 16% growth year-to-date totaling $946 million.
- Assets under management reached a record high of $474 billion, up 7% year-to-date, driven by organic inflows of $17 billion in Q3 and nearly $60 billion over the past 12 months.
- Management increased full-year guidance for FRE growth to approximately 10% and inflows to $50 billion, up from previous forecasts of 6% and $40 billion respectively.
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Emerald Holding Inc. Q3 2025 Earnings Call - Navigating Construction and Tariff Headwinds, Growth Fueled by Strategic Acquisitions
Emerald Holding delivered steady Q3 performance despite typical seasonal softness compounded by significant headwinds from ongoing construction at the Las Vegas Convention Center and tariff pressures ...
- Q3 revenue rose to $77.5 million from $72.6 million year-over-year; organic revenue declined 6.8% largely due to construction and tariffs impacting a major event.
- Construction at Las Vegas Convention Center disrupted event layout, depressing customer experience and bookings; expected to complete by year-end, positively impacting 2026.
- Tariff impacts were limited but notable on select events, particularly involving attendees from China and Canada; offset partially by expanding international agent network across 100 markets.
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Civeo Corporation Q3 2025 Earnings Call - Share Buybacks Advance Amid Australian Growth and Canadian Cost Cuts
Civeo Corporation’s third quarter 2025 results echo a company straddling promise and caution. Their aggressive share repurchase program is well underway, with 69% of the new authorization completed, f...
- Civeo repurchased approximately 1 million shares in Q3, completing 69% of its new share buyback authorization year-to-date, with $52 million returned to shareholders in 2025.
- The company’s net leverage stood at 2.1x as of September 30, 2025, a level management is comfortable maintaining amid accelerated buybacks and recent acquisitions.
- Australian operations grew revenues by 7% year-over-year and adjusted EBITDA by 19%, driven by the full quarter impact of four village acquisitions in the Bowen Basin.
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Proto Labs 3Q 2025 Earnings Call - Record Revenue Driven by Strong CNC Machining Growth and Strategic Expansion
Proto Labs reported a robust third quarter with record revenue of $135.4 million, marking a 7.8% year-over-year increase, led by an 18.2% jump in CNC machining revenue. The company’s US market showed ...
- Proto Labs delivered record quarterly revenue of $135.4 million in Q3 2025, a 7.8% year-over-year increase.
- CNC machining revenue surged 18.2% year-over-year, driven strongly by US market growth of 24%.
- Sheet metal revenues rose 13.9% year-over-year, primarily from US markets; European revenue saw a decline amid manufacturing contraction.
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RE/MAX Holdings Q3 2025 Earnings Call - Agent Recruitment Momentum and Strategic Innovation Drive Resilient Performance
RE/MAX Holdings reported a resilient Q3 2025 marked by record-high global agent counts and robust operational execution despite a sluggish housing market. Fueled by steady recruitment—especially in th...
- RE/MAX reached a worldwide agent count of over 147,500, a new all-time high, with the best U.S. third-quarter agent count in three years, driven by steady global growth and positive network feedback.
- The Aspire program has onboarded approximately 1,500 agents, showing increased recruitment and retention, while Ascend and Appreciate programs offer flexible economic models to support franchisees in attracting and retaining agents.
- The newly launched AI-powered RE/MAX Marketing as a Service platform consolidates marketing efforts, demonstrating strong early engagement and a projected low seven-figure annual run rate, with plans for international expansion.
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Quaker Houghton Q3 2025 Earnings Call - Solid Volume Growth and Margin Expansion Amid Soft Markets
Quaker Houghton reported a resilient third quarter in 2025 with adjusted EBITDA up 5% year-over-year and adjusted EPS rising 10%. The company continues to outpace its end markets, driven by consistent...
- Adjusted EBITDA increased 5% year-over-year and 10% sequentially, with adjusted EPS up 10%.
- Organic sales volumes grew 3% globally, marking the ninth consecutive quarter of volume growth in Asia-Pacific.
- New business wins reached 5% globally, reflecting strong commercial execution and cross-selling initiatives.
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Strattec Security Corporation Q1 Fiscal 2026 Earnings Call - Transformation Drives Margin Expansion Amid Auto Industry Headwinds
Strattec Security Corporation kicked off fiscal 2026 with a strong first quarter, posting nearly 10% revenue growth and a 370 basis point expansion in gross profit margin to 17.3%. The improvement was...
- Fiscal Q1 revenue grew nearly 10%, reflecting solid sales momentum.
- Gross profit margin expanded 370 basis points to 17.3%, driven by pricing, volume gains, tooling contributions, and $1.3 million in restructuring savings.
- EBITDA margin improved 310 basis points to 10.2%, nearing the low-teens long-term target for sustainable profitability.
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Silvercrest Asset Management Group Inc. Q3 2025 Earnings Call - Strategic Investments Weigh on Earnings Amid AUM Growth Momentum
Silvercrest Asset Management reported a solid third quarter fueled by a $687 million increase in discretionary assets under management (AUM), now totaling $24.3 billion, up 3% sequentially and 8% year...
- Discretionary AUM increased $687 million in Q3 2025 to $24.3 billion, a 3% quarterly and 8% yearly rise.
- Total AUM hit an all-time high of $37.6 billion, driven by organic client account growth and strong equity markets.
- New client flows reached $46.4 million in Q3 and $564 million year-to-date, with an emphasis on organic acquisition.
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Standex International Fiscal Q1 2026 Earnings Call - Raising FY26 Sales Guidance on Robust New Product and Fast-Growth Market Momentum
Standex International kicked off fiscal 2026 with a powerful first quarter marked by a 27.6% revenue surge, driven by acquisitions and strong organic growth in new products and fast-growth markets, pa...
- Standex International reported a 27.6% year-over-year revenue increase in fiscal Q1 2026 to $217.4 million, fueled primarily by acquisitions and new product growth.
- New product sales surged over 35% to approximately $14.5 million in Q1, with a target of more than 15 launches and $78 million in sales for fiscal 2026.
- Sales from fast-growth markets, including data centers, electrification, and grid modernization, rose to about $62 million, constituting 30% of total sales, with expectations to exceed $270 million in FY26.
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