Earnings Call Transcripts
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All Earnings Calls
MaxLinear Q3 2025 Earnings Call - Infrastructure ramps in optics and wireless set stage for 2026 acceleration
MaxLinear reported a clean breakout quarter, $126.5 million revenue, up 16% sequential and 56% year over year, driven by a fast-growing infrastructure mix that management says will be the engine in 20...
- Q3 revenue $126.5 million, up 16% sequential and 56% year over year, marking a clear recovery and growth inflection.
- Infrastructure revenue was roughly $40 million in Q3, becoming an increasingly large and higher-margin portion of the business.
- Broadband revenue was about $58 million, connectivity $19 million, and industrial multi-market approximately $9 million in Q3.
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Western Union Third Quarter 2025 Earnings Call - Digital and Consumer Services Offset North America Weakness, Intermex to Accelerate U.S. Retail Turnaround
Western Union delivered a mixed but controlled quarter, with adjusted revenue of $1.033 billion (excluding Iraq down 1% year over year), adjusted EPS of $0.47, and industry-leading adjusted operating ...
- Adjusted revenue $1.033 billion in Q3 2025; excluding Iraq revenue was down 1% year over year.
- Adjusted EPS $0.47 versus $0.46 prior year; adjusted operating margin improved to 20% from 19% a year ago.
- Consumer Money Transfer transactions down 2.5% excluding Iraq; customers are sending fewer transactions but at higher principal per transaction, PPT up roughly 6% constant currency.
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World Kinect Corporation Q3 2025 Earnings Call - Aviation Strength and Trip Support Deal Offset Land and Marine Drag
World Kinect reported a mixed quarter. Consolidated gross profit fell to $250 million, down 7% year over year, as volume slipped 4% to 4.3 billion gallons. Aviation was the bright spot, with gross pro...
- Consolidated Q3 gross profit was $250 million, down 7% year over year, on 4.3 billion gallons of volume, down 4% YoY.
- Aviation was the quarter's growth engine: 1.8 billion gallons, down 4% by volume, but aviation gross profit rose 11% to $143 million, driven by Europe airport operations and higher government and business aviation sales.
- World Kinect agreed to acquire Universal Trip Support Services, expected to close within weeks, roughly 7% accretive to adjusted EPS in the first 12 months, and delivering about $15 million of annual cost synergies within two years.
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Deckers Outdoor Corporation Q2 Fiscal 2026 Earnings Call - Tariff Headwinds to Cut Margins Despite HOKA and UGG Momentum
Deckers reported a solid quarter, beating on top and bottom lines as HOKA and UGG drove double-digit international growth and strong wholesale demand. Second quarter revenue was $1.43 billion, EPS ros...
- Q2 revenue $1.43 billion, up 9% year over year; diluted EPS $1.82, up 14% from $1.59 a year ago.
- First half fiscal 2026: total company revenue up 12%; HOKA +15% and UGG +12% versus prior year.
- Management reinstated full-year guidance: total revenue ~ $5.35 billion; gross margin ~56%; SG&A ~34.5% of revenue; operating margin ~21.5%; EPS $6.30 to $6.39.
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Norfolk Southern Corporation Q3 2025 Earnings Call - Safety and Productivity Up, Competitor Reaction Is Pressuring Intermodal
Norfolk Southern ran a cleaner, leaner railroad in Q3 2025, with safety and productivity improvements front and center. Train accidents and employee injuries moved meaningfully in the right direction,...
- Adjusted operating ratio 63.3% for Q3 2025, GAAP EPS $3.30, adjusted results included $13M Eastern Ohio incident costs, a $12M restructuring charge, and $15M in merger-related costs.
- Revenue and RPU each rose 2% year over year in Q3, but management missed guidance by roughly $75 million, citing softer volumes and competitor reactions after the merger announcement.
- Norfolk Southern flagged a growing competitive response tied to the proposed Union Pacific merger, concentrated in domestic non-premium intermodal and geographically focused in the Southeast; management expects the headwind to increase into Q4 and near term.
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VeriSign Q3 2025 Earnings Call - Domain base growth accelerates as AI lifts DNS demand
VeriSign reported a clean quarter: domain base expansion, stronger renewals, solid topline and cash generation, and continued shareholder returns. Management credits refined registrar marketing progra...
- Domain base traction: .com and .net domain base reached 171.9 million, up 1.4% year-over-year, with net additions of 1.45 million names in Q3.
- New registrations and renewals: 10.6 million new registrations in Q3 and a preliminary renewal rate of 75.3%, up from 72.2% a year ago.
- Upgraded domain base outlook: VeriSign now expects full-year 2025 domain base growth of 2.2% to 2.5%, reflecting continuation of the year-to-date trend.
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Knowles Corporation Q3 2025 Earnings Call - Specialty-film ramp and defense-led Precision Devices growth point to accelerated organic revenue, but film margins to weigh until mid‑2026
Knowles reported a clean quarter: revenue $153 million, up 7% year over year, EPS $0.33, up 22%, and $29 million of operating cash flow, all at or above guidance midpoints. Strength was concentrated i...
- Q3 revenue $153 million, up 7% year over year, EPS $0.33, up 22% YoY, cash from operations $29 million, all at or above guidance midpoints.
- Precision Devices led growth with $88 million in Q3 revenue, up 12% YoY, driven by defense, industrial, EV/energy and distribution channels.
- MedTech and specialty audio totaled $65 million in Q3, up 2% YoY; management expects MedTech/specialty audio growth of roughly 2% to 4% in 2026.
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Old Republic International Corporation Third Quarter 2025 Earnings Call - Specialty momentum, ECM demutualization added but capital returns unchanged
Old Republic posted another quarter of steady underwriting and healthy investment tailwinds, with consolidated pre-tax operating income of $248.2 million and operating ROE climbing to an annualized 14...
- Consolidated pre-tax operating income was $248.2 million in Q3 2025, up from $229.2 million a year earlier.
- Net operating income rose to $197 million for the quarter, $0.78 per share versus $0.71 a year ago, a 10% increase.
- Annualized operating return on beginning equity improved to 14.4% from 11.9% in Q3 2024.
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WesBanco Inc. Q3 2025 Earnings Call - Premier Acquisition Fuels Deposit-Funded Loan Growth, NIM Expansion, and Fee Surge Despite Heavy CRE Payoffs
WesBanco used the Premier Financial Corp. acquisition to bulk up scale and lift margins, reporting Q3 core EPS of $0.94, a 58 basis point year-over-year NIM gain to 3.53%, and fee income up 52% as dep...
- Core EPS of $0.94 in Q3 2025, excluding merger and restructuring charges, up 68% year-over-year and driving ROAA to 1.3% and ROTCE to 17.5%.
- Net interest margin expanded 58 basis points year-over-year to 3.53%, though it fell 6 basis points sequentially; management expects NIM to rebound to the mid-to-high 350s in Q4.
- Fee income jumped 51.5% to $44.9 million for the quarter, driven largely by Premier acquisition revenue and organic growth in wealth, trust, and e-banking fees.
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West Bancorporation Inc. Q3 2025 Earnings Call - Margin Expansion and Pristine Credit Support Mid-Single Digit Growth
West Bancorporation reported a clean quarter: net income of $9.3 million, up 16% sequentially and 55% year over year, driven mainly by a wider margin and higher loan yields. Credit metrics remain exce...
- Net income of $9.3 million in Q3 2025, a 16% increase sequentially and 55% increase year over year.
- Loan portfolio just over $3.0 billion; quarter-over-quarter increase of approximately $43 million, relatively flat year to date.
- Core deposit balances declined roughly $82 million in Q3, primarily due to anticipated cash flow swings in core public fund deposits.
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