Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
FirstEnergy Corp. Q3 2025 Earnings Call - Raising 2025 Guidance with Accelerated CapEx and Data Center-Driven Load Growth
FirstEnergy reported solid Q3 2025 results driven by robust execution of its customer investment plan, a significant 30% year-over-year increase in capital expenditures, and regulatory rate adjustment...
- FirstEnergy reported Q3 2025 GAAP earnings of $0.76 per share, up from $0.73 last year, and core earnings rose 9% to $0.83 per share.
- The company has invested $4 billion in its regulated utilities year-to-date 2025, a 30% increase over 2024, and raised its 2025 capital investment plan by 10% to $5.5 billion.
- Transmission capital expenditures represent over half of the increased CapEx, with a 30% hike expected in the 2026-2030 plan backed by reliability projects and PJM-required upgrades.
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NN, Inc. Q3 2025 Earnings Call - Solid Margin Expansion and Strong New Business Momentum Amid Market Challenges
NN, Inc. reported Q3 2025 results featuring a 4% adjusted operating margin and a 7.9% year-over-year rise in adjusted EBITDA despite a 4.4% pro forma sales decline. The company emphasized solid new bu...
- NN secured $182 million in new business YTD with key defense and medical wins after lengthy development efforts.
- Q3 sales declined 4.4% on a pro forma basis but adjusted operating income doubled to $4 million with margins near 4%.
- Adjusted EBITDA rose 7.9% year-over-year despite a lower sales base, reflecting cost rationalization and improved sales mix.
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Quanta Services Q3 2025 Earnings Call - Doubling Down on Integrated Solutions Amid Record Backlog
Quanta Services closed Q3 2025 with strong double-digit growth across revenue, adjusted EBITDA, and EPS, fueled by accelerating demand in its electric segment and record backlog of $39.2 billion. CEO ...
- Quanta posted robust Q3 2025 results with double-digit growth in revenue, adjusted EBITDA, and adjusted EPS year-over-year.
- Record backlog reached $39.2 billion, signaling sustained demand across electric segments and infrastructure markets.
- The Total Solutions power generation platform was expanded through a JV with Zachry to deliver around 3 GW of generation capacity for NiSource, marking a strategic move into integrated EPC power plant construction.
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S&P Global Q3 2025 Earnings Call - Record Revenue, Strong AI Innovation, and With Intelligence Acquisition Propel Growth
S&P Global delivered its strongest quarter ever in Q3 2025, posting record revenue growth of 9% year-over-year, driven by robust subscription sales and significant margin expansion across all division...
- S&P Global achieved record revenue, operating profit, and EPS in Q3 2025, with a 9% revenue increase year-over-year.
- Market Intelligence division showed accelerating organic growth at 8%, the strongest in six quarters, driven by strategic sales alignment, product innovation, and AI integration.
- Subscription revenue grew 6%, supported by innovative AI-powered features like Document Intelligence 2.0 and enhanced Capital IQ Pro functionalities.
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Insight Enterprises Q3 2025 Earnings Call - Navigating Macro Headwinds While Positioning for AI-Driven Growth
Insight Enterprises reported a mixed Q3 2025, with total revenue declining 4% primarily due to a shift from on-premises software to cloud services and subdued large enterprise demand. Despite this, ad...
- Adjusted earnings per share grew 11% in Q3 2025, in line with expectations despite top-line revenue decline.
- Total revenue declined 4% due to a 6% drop in product revenue, mainly from on-premises software migrating to cloud.
- Commercial revenue grew 5%, offset by weaker corporate and large enterprise client spending.
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Reinsurance Group of America Q2 2025 Earnings Call - Navigating Claims Volatility Amid Strong Strategic Execution and Capital Expansion
Reinsurance Group of America reported Q2 operating EPS of $4.72 and adjusted operating ROE of 14.3%, aligning with intermediate targets despite challenges from large claim volatility in U.S. Individua...
- Q2 operating EPS was $4.72 with an adjusted operating ROE of 14.3%, consistent with medium-term goals despite mixed claims experience.
- Large claim volatility in U.S. Individual Life offset favorable Q1 experience, but year-to-date experience remains broadly in line with expectations.
- Healthcare excess business experienced unfavorable claims due to costly treatments; most of this short-tail business will be repriced by January 2026 to restore margins.
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SCI Third Quarter 2025 Earnings Call - Strong Cemetery Growth Counters Slight Funeral Pressure with Confident Outlook
SCI reported a solid third quarter in 2025, driven by impressive cemetery revenue growth and margin expansion, despite modest declines in funeral revenue and gross profit. Adjusted EPS rose 10% year-o...
- Adjusted EPS of $0.87 for Q3 2025, up over 10% year-over-year, driven by cemetery segment growth and cost control.
- Cemetery revenue increased nearly 7%, with preneed sales production jumping almost 10%, notably 19% growth in large sales.
- Funeral segment saw a less than 1% decline in comparable revenue, pressured by lower core services volume offset by higher average revenue per service.
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Estée Lauder Companies Fiscal Q1 2026 Earnings Call - Return to Growth with 3% Organic Sales and Strong Margin Expansion
Estée Lauder kicked off fiscal 2026 with a 3% organic sales growth, rebounding sharply from the prior quarter's 13% decline. Mainland China and priority emerging markets led the way with double-digit ...
- Estée Lauder delivered 3% organic sales growth in Q1, reversing a steep 13% decline in Q4 fiscal 2025.
- Mainland China and emerging markets such as Mexico, Turkey, and India showed strong double-digit sales growth, leading the recovery.
- Seven brands achieved double-digit growth in China, with Le Labo nearly tripling sales, boosting the company's Prestige Beauty market share.
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TotalEnergies Q3 2025 Earnings Call - Accretive Production Growth Offsets Lower Oil Prices Driving Cash Flow Resilience
TotalEnergies reported solid third quarter 2025 results despite a more than $10 per barrel decline in Brent oil prices year-over-year. The company’s upstream production growth, notably from new high-m...
- Despite Brent crude oil prices dropping over $10 per barrel year-on-year, TotalEnergies increased third quarter cash flow by 4% and maintained steady adjusted net income.
- Upstream production grew by around 4% year-on-year, with new high-margin projects like Mero fields (Brazil), US deepwater, and offshore Gulf assets contributing 170,000 barrels per day and adding roughly $400 million in cash flow.
- New production projects have an average cash flow margin approximately twice that of the base portfolio, providing resilience against price declines.
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Brookfield Renewable Q2 2025 Earnings Call - Accelerated Growth through Strategic Partnerships and Diversified Renewables
Brookfield Renewable delivered a robust Q2 2025 with strong financial results driven by its extensive hydro fleet and burgeoning nuclear services business, Westinghouse. The company commissioned 7.7 G...
- Brookfield Renewable achieved 10% year-over-year funds from operations (FFO) growth per unit driven by strong hydroelectric generation and development execution.
- The nuclear services unit, Westinghouse, showed strong Q2 performance amid accelerating global nuclear power growth and benefits from U.S. government support.
- Safe harboring strategy is underway to secure U.S. renewable tax credit eligibility through 2029, with most safe harboring already completed.
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