Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Asbury Automotive Group Q2 2025 Earnings Call - Herb Chambers Acquisition Raises Leverage, TCA Deferral Hits Near-Term EPS
Asbury reported a solid operational quarter—$4.4 billion revenue, $752 million gross profit, 17.2% margin—and delivered adjusted EPS of $7.43, but the quarter carried a clear caveat. The recent Herb C...
- Asbury generated $4.4 billion in Q2 revenue with $752 million gross profit and a 17.2% gross margin.
- Adjusted EPS was $7.43 for Q2; without the non-cash TCA deferral impact of $0.43 per share adjusted EPS would have been $7.86.
- TCA (Total Care Auto) produced $7 million of pre-tax income in Q2, but non-cash deferrals reduced pre-tax income by $11 million (roughly $0.43 EPS) this quarter.
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Polaris Inc. Q2 2025 Earnings Call - Tariff Relief Hits but Uncertainty Keeps Guidance Paused
Polaris beat near-term expectations while refusing to restore full-year guidance, citing a fluid tariff environment and consumer uncertainty. Q2 sales fell 6%, shipments were down 4%, but retail held ...
- Q2 adjusted sales declined 6%, shipments were down 4%, while retail was flat year over year.
- Adjusted EPS was $0.40, down year over year but ahead of the latest consensus.
- Polaris generated $320 million of operating cash flow and approximately $289 million of free cash flow in Q2, its strongest second quarter cash performance since 2020.
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"Brixmor Property Group" Second Quarter 2025 Earnings Call - Leasing Surge and Value-Add Pipeline Lift 2025 Outlook
Brixmor reported a quarter defined by heavy leasing momentum, steady redevelopment execution, and an upgraded 2025 outlook. Q2 Nareit FFO was $0.56, same-property NOI rose 3.8% despite meaningful tena...
- Nareit FFO for Q2 2025 was $0.56 per share.
- Same-property NOI grew 3.8% in Q2 despite a roughly 260 basis point drag from tenant disruption during the quarter.
- Management raised full-year FFO guidance to $2.22 to $2.25 and updated same-property NOI guidance to 3.9% to 4.3%. Expected tenant disruption drag for guidance is ~230 basis points.
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Armstrong World Industries Q2 2025 Earnings Call - Record margins and raised guidance driven by Architectural Specialties and AUV-led Mineral Fiber strength
Armstrong reported a punchy Q2: consolidated net sales rose 16%, adjusted EBITDA climbed 23%, and adjusted EPS jumped 29%, driven by above-market gains in Architectural Specialties and AUV-led strengt...
- Consolidated Q2 results: net sales +16%, adjusted EBITDA +23%, adjusted diluted EPS +29%.
- Company raised full-year 2025 guidance: net sales growth now 11-13% (vs 9-11%), adjusted EBITDA growth 12-15% (vs 8-12%).
- Mineral Fiber segment: Q2 net sales +7%, AUV +5%, adjusted EBITDA +16%, adjusted EBITDA margin expanded ~350 bps to about 45%.
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NBT Bancorp Second Quarter 2025 Earnings Call - Evans Merger Boosts NIM, Deposits and Revenue While Adding Acquisition Costs and Credit Provisions
NBT’s second quarter was defined by the closed Evans Bancorp deal, which materially enlarged the balance sheet and helped drive a fifth straight quarterly NIM improvement, stronger net interest income...
- Evans Bancorp acquisition closed May 2, adding roughly $1.7 billion of loans, $1.9 billion of deposits, and 5.1 million shares issued as consideration, valued at $222 million at closing.
- Net interest margin improved for the fifth consecutive quarter to 3.59%, up 15 basis points quarter over quarter, driven by higher earning asset yields and acquisition-related accretion.
- Net interest income was $124.2 million in Q2, up $17 million sequentially and $27 million year over year, with NII uplift materially aided by the Evans transaction.
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Constellium Q2 2025 Earnings Call - Guidance Raised as Packaging Strength, Cost Cuts and Tariff Mitigations Offset Automotive Weakness
Constellium reported a quarter of mixed momentum, lifting full-year guidance after packaging outperformed, Vision 25 cost savings accelerated, scrap spreads began to swing favorable, and tariff mitiga...
- Revenue rose 9% year over year to $2.1 billion in Q2 2025, driven by higher shipments and favorable price and mix, including higher metal prices.
- Shipments were 384,000 tonnes, up 2% versus Q2 2024; packaging volumes drove much of the increase while A&T and AS&I shipments declined.
- Net income fell to $36 million in the quarter from $77 million a year ago; adjusted EBITDA was $146 million, including a negative $13 million non-cash metal price lag.
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Graphic Packaging Holding Company Q2 2025 Earnings Call - Waco Nears Start-Up Despite Higher Costs, FCF Inflection Pushed to 2026
Graphic Packaging reported a mixed Q2: sales of $2.2 billion, adjusted EBITDA $336 million, adjusted EPS $0.42, and a 15.3% EBITDA margin. Management flagged continued uneven volumes as consumers rema...
- Q2 results: sales $2.2 billion, adjusted EBITDA $336 million, adjusted EBITDA margin 15.3%, adjusted EPS $0.42.
- Volumes uneven but modestly better in Americas, helped by beverage promotions and targeted food promotions; innovation sales up $61 million in Q2, on track for 2% of sales growth for the year.
- Waco recycled paperboard mill expected to start production in Q4 2025, built to take advantage of recovered fiber and lower environmental footprint versus bleached board.
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Phillips Edison & Company Q2 2025 Earnings Call - Raised 2025 Guidance as Grocer-Anchored Portfolio Delivers Resilient Cash Flow
Phillips Edison marched through Q2 with the kind of steady, retail-level fundamentals investors want to see. Same-center NOI rose 4.2%, core FFO per share jumped 8.5% year over year, and management li...
- Same-center NOI up 4.2% in Q2 2025.
- Core FFO was $88.2 million, or $0.64 per diluted share, a year-over-year per-share increase of 8.5%.
- NAREIT FFO was $86 million, or $0.62 per diluted share, up 8.8% year over year.
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CNO Financial Group Q2 2025 Earnings Call - Record Sales Momentum, Annuities Top $500M, On Track for ROE Targets
CNO delivered a clean, growth-heavy quarter. Sales momentum was the headline: record total new annualized premiums of $120 million, annuity collected premiums topping $500 million, and broad-based dou...
- Record total new annualized premiums (NAP) of $120 million, up 17% year over year, driven by broad-based sales strength.
- Annuity collected premiums exceeded $500 million in the quarter, up 19%, marking a new single-quarter record and the eighth consecutive quarter of annuity growth.
- Operating earnings per diluted share were $0.87 for the quarter.
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Sensient Technologies Corporation Q2 2025 Earnings Call - Natural color conversion poised to drive a multi-year revenue and capex cycle
Sensient posted a solid quarter, with local currency adjusted EBITDA up 14% and adjusted EPS up 21%, while revenue edged higher to $414.2 million. Management framed the big story as an accelerating in...
- Q2 revenue was $414.2 million versus $403.5 million a year ago, with local currency revenue up low single digits.
- Local currency adjusted EBITDA rose 14% in Q2 and local currency adjusted EPS increased 21% year over year.
- Sensient raised 2025 local currency adjusted EBITDA guidance from mid-to-high single digits to high single digits, and still expects local currency adjusted EPS to be up high single digit to double digits.
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