Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Alliance Laundry 3Q 2025 Earnings Call - Resilient Growth in a Defensive Industry with Strong Margin Expansion
Alliance Laundry Systems stepped into the public markets with a bang, reporting a robust 14% revenue growth in the third quarter of 2025, backed by broad-based volume gains and modest price hikes. The...
- Alliance Laundry reported Q3 2025 revenue of $438 million, up 14% year-over-year, driven by volume gains and modest price increases.
- Adjusted EBITDA rose 16% in Q3 to $111 million, with margins expanding by 40 basis points to 25.3%.
- Net income swung to $33 million in Q3 from a $6 million loss the prior year; adjusted net income increased 47%.
- +15 more takeaways
flyExclusive Q3 2025 Earnings Call - Turning the Corner to Profitability with Fleet Modernization and Contracted Revenue Growth
flyExclusive delivered a pivotal third quarter in 2025, showcasing the effectiveness of its fleet modernization and operational overhaul. Despite a 20% smaller fleet, revenue rose 20% year-over-year t...
- Third quarter revenue grew 20% year-over-year to $92.1 million despite a 20% smaller fleet.
- Fleet modernization reduced non-performing aircraft from 37 in 2024 to 11 in Q3 2025, cutting EBITDA losses dramatically.
- Non-performing fleet drag decreased from $3 million per month to under $500,000, improving financials significantly.
- +12 more takeaways
GoHealth Q3 2025 Earnings Call - Strategic Pullback Emphasizes Retention and Quality Over Volume Amid Medicare Advantage Market Tightening
GoHealth’s Q3 2025 earnings call reveals a clear pivot from chasing growth to preserving long-term value amid tightening Medicare Advantage (MA) economics. The company deliberately scaled back MA volu...
- GoHealth purposely scaled back Medicare Advantage enrollment in Q2 and Q3 2025 due to tightened health plan economics, reduced broker commissions, and plan consolidations.
- Health plans prioritize retention of existing members over acquiring new ones, focusing on stable member profiles and unit economics rather than volume growth.
- GoHealth shifted capacity to its GoHealth Protect product during the Special Enrollment Period, growing revenue in complementary, guaranteed-acceptance insurance products outside peak MA periods.
- +9 more takeaways
OneWater Marine Fiscal 2025 Earnings Call - Strategic Inventory Management and Margin Improvement Position Company for 2026
OneWater Marine closed fiscal 2025 with a 6% same-store sales growth, outperforming a challenging marine retail market marked by normalization of demand, increased promotions, and hurricane disruption...
- Fiscal 2025 same-store sales grew 6%, surpassing industry categories down over 13%.
- Fourth quarter revenue rose 22% year-over-year to $460 million despite prior-year hurricane disruptions.
- New boat sales increased 27% and pre-owned sales grew 25% in Q4, with continued strength in pre-owned driven by rebounding trade-in activity.
- +11 more takeaways
Alvotech Q3 2025 Earnings Call - Navigating FDA Hurdles Amid Robust Pipeline Expansion
Alvotech reported a mixed Q3 2025 marked by a Complete Response Letter (CRL) from the FDA related to manufacturing facility issues, notably disrupting approval timing for their Simponi biosimilar in t...
- Alvotech received a CRL from FDA for their Simponi biosimilar BLA due to unresolved issues from the Reykjavik facility inspection, delaying U.S. approval to potentially H1 2026.
- The Reykjavik manufacturing site remains FDA-approved and continues production of existing marketed products and shipments globally.
- Extensive corrective actions are underway with 93% of over 180 FDA commitments completed to address manufacturing controls and quality documentation.
- +9 more takeaways
Gambling.com Group Q3 2025 Earnings Call - Sports Data Services Drive Record Revenue Amid SEO Challenges
Gambling.com Group reported a record third quarter in 2025, with revenue up 21% year over year to $39 million and adjusted EBITDA up 3% to $13 million. The standout was the sports data services segmen...
- Record Q3 2025 revenue of $39 million, up 21% year over year, with adjusted EBITDA growth of 3% to $13 million.
- Sports data services revenue quadrupled to $9.2 million, now representing 25% of total revenue.
- OpticOdds, the enterprise sports data platform, doubled its revenue year over year, expanding its offerings to over 10 sports and 350 leagues.
- +13 more takeaways
Bragg Gaming Group Q3 2025 Earnings Call - Strong U.S. and Brazil Growth Drive Margin Expansion
Bragg Gaming Group reported a mixed Q3 2025 with modest overall revenue growth of 2% year-over-year, but a strong 20% increase excluding the Netherlands, driven by robust performance in the U.S. and B...
- Overall Q3 2025 revenue grew 2% year-over-year to EUR 26.8 million.
- Excluding the Netherlands, revenue rose a strong 20%, reflecting high-growth markets execution.
- Proprietary content revenue climbed 35% year-over-year, now 16% of total revenue.
- +15 more takeaways
National Energy Services Reunited Third Quarter 2025 Earnings Call - NESR Secures Record-Breaking Jafurah Frac Contract and Accelerates Growth
National Energy Services Reunited (NESR) reported a challenging Q3 2025 marked by a revenue dip of 9.8% sequentially and 12.2% year-over-year amid contract transitions and macroeconomic volatility. Ho...
- NESR secured the largest frac services contract in Middle East history with the multi-billion dollar Jafurah award from Saudi Aramco, starting November 2025.
- Q3 2025 revenue declined 9.8% sequentially and 12.2% year-over-year due to contract transitions but margins held steady at 21.7%.
- NESR’s countercyclical investment strategy enables growth during downturns, contrasting with industry-wide cutbacks.
- +9 more takeaways
Great Elm Group Fiscal 2026 Q1 Earnings Call - Strategic Growth Amid Setbacks and Capital Raises
Great Elm Group’s fiscal Q1 2026 earnings call reveals a company in aggressive expansion mode while navigating operational hurdles. Despite posting a net loss of $7.9 million largely due to unrealized...
- Great Elm raised nearly $250 million in debt and equity during Q1 across credit and real estate platforms, underscoring strong capital formation.
- Fee-paying assets under management grew 9% year-over-year to approximately $594 million, or 10% pro forma factoring in GECC financing adjustments.
- The partnership with Kennedy Lewis Investment Management serves as a growth catalyst, bringing $150 million of leverageable capital and institutional expertise to expand the real estate platform.
- +10 more takeaways
Edgewell 4Q & FY2025 Earnings Call - Strategic Portfolio Focus and Divestiture of Feminine Care to Drive Future Growth
Edgewell’s fiscal 2025 was a year defined by external challenges and internal transformation. Despite a 1.3% organic net sales decline for the year, with North America weakening 4%, the company delive...
- Edgewell plans to divest its feminine care business to focus resources on shave, sun and skincare, and grooming segments judged as core to long-term growth.
- Fiscal 2025 saw organic net sales decline 1.3% overall, with North America down about 4% while international markets grew 3.5%, reflecting strong momentum abroad especially in Europe and Greater China.
- Q4 organic net sales grew 2.5%, inline with expectations, driven by international acceleration and North America stabilization despite wet shave category softness.
- +12 more takeaways