Earnings Call Transcripts
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All Earnings Calls
Gentherm Third Quarter 2025 Earnings Call - Record Revenue and $745M Auto Awards Accelerate Adjacent Market Push
Gentherm reported record quarterly revenue of $387 million and secured $745 million of automotive new business awards in Q3, taking year-to-date awards to $1.8 billion and keeping the company on track...
- Q3 revenue hit a record $387 million, up 4.1% year-over-year, or +2.4% excluding foreign exchange.
- Automotive new business awards totaled $745 million in Q3, one of the highest quarters on record for Gentherm.
- Year-to-date automotive awards are $1.8 billion, placing the company on track to exceed $2.0 billion for the full year.
- +17 more takeaways
Altisource Portfolio Solutions Third Quarter 2025 Earnings Call - Renovation and Lenders One Drive Revenue Growth; Pipeline Strength and Lower Interest Expense Improve Results
Altisource posted a modest but solid Q3. Service revenue rose 4% year over year to $39.7 million, driven by a ramp in renovation work and strength in Lenders One, Foreclosure Trustee, Granite Construc...
- Total company service revenue rose 4% year over year to $39.7 million in Q3 2025, led by renovation and growth in Lenders One, Foreclosure Trustee, Granite Construction Risk Management, and Field Services.
- Business segments generated $10.9 million of adjusted EBITDA, a modest improvement versus Q3 2024, while company adjusted EBITDA was flat at $3.6 million due to revenue mix shifting to lower-margin renovation work.
- GAAP loss before income taxes improved to a pre-tax loss of $1.7 million in Q3 2025, versus a $8.5 million loss in Q3 2024, largely from significantly lower interest expense.
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Stewart Information Services Third Quarter 2025 Earnings Call - 19% Revenue Growth, 40% Earnings Surge as Commercial and Agency Grab Share
Stewart reported a strong Q3 2025, delivering 19% revenue growth and roughly 40% adjusted earnings expansion against a housing market stuck near multi-year lows. Results were driven by broad-based str...
- Company-wide revenue grew 19% year over year in Q3 2025, with total reported revenues of $797 million.
- Adjusted net income rose about 41% to $47 million, while GAAP net income was $44 million or $1.55 per diluted share.
- Title segment operating revenues increased $107 million, up 19% YoY; adjusted title pre-tax income was $61 million, a 40% rise, with pre-tax margin improving to 9% from 7.7% a year ago.
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CenterPoint Energy Q3 2025 Earnings Call - $2.4B Ohio Sale Funds Texas-Focused $65B Growth Plan
CenterPoint reported a strong Q3, with non-GAAP EPS of $0.50, up 60% year over year, and reiterated full-year 2025 guidance of $1.75 to $1.77 and 2026 guidance of $1.89 to $1.91. Management rolled out...
- Q3 non-GAAP EPS was $0.50, a 60% increase year over year; GAAP EPS was $0.45.
- Full-year 2025 non-GAAP EPS guidance reiterated at $1.75 to $1.77, representing ~9% growth versus 2024; 2026 guidance reiterated at $1.89 to $1.91.
- Management unveiled a 10-year capital plan of at least $65 billion through 2030, with visibility to an additional approximately $10 billion of upside opportunities.
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Allegion Q3 2025 Earnings Call - Raises 2025 EPS View as M&A and Electronics Growth Offset Cost Pressures
Allegion closed Q3 with double digit reported revenue growth and a raised full year EPS guide, leaning on a heavy cadence of acquisitions and accelerating electronics adoption to power performance. Re...
- Allegion reported Q3 revenue of just over $1 billion, up 10.7% year over year, with organic revenue growth of 5.9%.
- Adjusted EPS for Q3 was $2.30, a 6.5% increase versus prior year, and management raised full-year 2025 adjusted EPS guidance to $8.10 to $8.20.
- Adjusted operating margin for Q3 was 24.1%, essentially flat year over year, with segment margin expansion offset by higher corporate expenses.
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Lazard Q3 2025 Earnings Call - Financial Advisory record revenue and Asset Management inflection
Lazard reported a strong Q3 with record firm-wide revenue and clear momentum across both businesses. Financial Advisory posted robust activity and helped drive record year-to-date advisory revenue, wh...
- Q3 firm-wide revenue was $725 million, up 12% year over year, driven by both Financial Advisory and Asset Management.
- For the first nine months of 2025, firm revenue totaled $2.1 billion, including record Financial Advisory revenue of $1.3 billion year to date.
- Financial Advisory revenue in Q3 was $422 million, up 14% versus Q3 2024, with strength in M&A across healthcare, industrials, consumer and retail, plus restructuring and fundraising mandates.
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ARMOUR Residential REIT Q3 2025 Earnings Call - 7.75% quarterly economic return as Fed easing tightens MBS spreads
ARMOUR posted a strong Q3 2025, with total economic return of 7.75% driven by a Fed pivot, falling Treasury yields, and roughly 20 basis points of MBS spread compression. The company leaned into that ...
- Total economic return for Q3 2025 was 7.75%, the quarter’s headline performance metric.
- GAAP net income available to common stockholders was $156.3 million, or $1.49 per common share.
- Net interest income for the quarter was $38.5 million; distributed earnings were $75.3 million, or $0.72 per common share.
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Ermenegildo Zegna Group Q3 2025 Earnings Call - DTC Momentum Cushions FX Headwind
Q3 revenue came in at €398 million, up 4% organic, led by a pronounced acceleration in direct-to-consumer sales. DTC grew 9% in the quarter and accounted for 82% of nine months revenues, making it the...
- Group Q3 revenues €398m, +4% organic; nine months revenues €1.3bn.
- DTC accelerated to +9% in Q3 and represented 82% of group revenues for the first nine months.
- Zegna brand Q3 revenues €249m, +6% organic, driven by DTC strength in EMEA and Americas.
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IHG Hotels & Resorts Q3 2025 Earnings Call - Record development momentum masks flat RevPAR as U.S. lags
IHG reported a quarter of two stories. Global RevPAR was essentially flat in Q3 (+0.1%) and +1.4% year to date, driven by resilient EMEA-A and improving Greater China, while the U.S. remained soft. At...
- Global RevPAR +0.1% in Q3, +1.4% year to date — essentially flat quarter after quarter.
- Occupancy edged up 0.4 percentage points globally, while average rate eased 0.4% in Q3.
- Americas RevPAR down 0.9% in Q3; U.S. RevPAR down 1.6%, weighed by ~20% lower government travel, weaker international inbound, and holiday timing effects.
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Rentokil Initial Q3 2025 Earnings Call - North America shows early net-gain momentum, needs Q4/Q1 proof
Rentokil reported solid Q3 trading with group revenue of $1.8bn, up 4.6% year on year and organic growth of 3.4%. Management flagged encouraging but early signs of a North America recovery, driven by ...
- Q3 group revenue was $1.8 billion, up 4.6% year on year, with organic revenue growth of 3.4% for the quarter.
- North America organic growth improved to 3.4% in Q3, with pest control organic growth in North America at 1.8% versus 0.3% in Q2.
- North America business services delivered strong organic revenue growth of 11.9% in Q3, but this is a lower margin mix and may not be sustainable at the same rate.
- +16 more takeaways