Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Belite Bio Q3 2025 Earnings Call - Global Regulatory Momentum and Commercial Preparation Accelerate
Belite Bio's Q3 2025 earnings call spotlighted significant milestones in their clinical programs and regulatory strategy. The company completed enrollment for its phase 3 Phoenix trial for GA and wrap...
- Belite Bio completed enrollment of the phase 3 Phoenix trial for GA with 530 subjects.
- The phase 3 DRAGON trial for Stargardt disease is complete; topline data is expected by the end of the month.
- DRAGON II trial has enrolled 35 of approximately 60 subjects, including 10 Japanese patients to support a Japan NDA.
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WhiteHorse Finance Q3 2025 Earnings Call - Dividend Reset Amid Interest Rate Cuts and Portfolio Challenges
WhiteHorse Finance reported disappointing Q3 2025 results marked by pressure from interest rate cuts, spread compression, and significant markdowns on previously troubled credits. GAAP net investment ...
- WhiteHorse Finance reported Q3 2025 GAAP net investment income of $6.1 million ($0.263 per share), down from $6.6 million in Q2, reflecting earnings pressure from interest rate cuts and spread compression.
- Net asset value (NAV) per share declined 3.6% quarter-over-quarter to $11.41, impacted by $6.7 million in net realized and unrealized losses.
- The Board approved a reset of the quarterly distribution to $0.25 per share, implying an 8.8% annualized yield on NAV, acknowledging lower earnings power and market conditions.
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Motorcar Parts of America Fiscal 2026 Second Quarter Earnings Call - Robust Growth Amid Inventory Realignment and Customer Purchase Deferral
Motorcar Parts of America reported an 8.4% sales increase and strong cash flow execution in the first half of fiscal 2026, showcasing robust operational momentum despite unusual inventory realignment ...
- Motorcar Parts of America achieved 8.4% sales growth and $31.9 million operating cash flow in H1 Fiscal 2026, reducing net bank debt by $24.6 million.
- A one-time $14.8 million core revenue gain from customer inventory realignment was offset by purchase deferral from a major customer, resulting in neutral net impact for the quarter.
- Gross profit increased 8.8% in H1, but reported gross margin contracted slightly due to $7.4 million non-cash and $2.1 million one-time cash expenses related to core amortization and mark-to-market effects.
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Legacy Housing Corporation Q3 2025 Earnings Call - Managing Margin Pressures and Strategic Retail Expansion Amid Industry Headwinds
Legacy Housing reported a challenging third quarter in 2025 with home sales decreasing 4.8% year-over-year, primarily due to declines in sales through mobile home parks and independent dealers. Despit...
- Q3 2025 home sales decreased 4.8% year-over-year, mainly from declines in mobile home park and independent dealer sales.
- Net revenue per unit increased 8% to $68,500 after price increases to offset raw material and tariff cost hikes.
- Product gross margin fell sharply to 20.28% from 29.2% in Q3 2024, pressured by tariffs adding about $1,200 per unit and higher labor costs.
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RadNet Q3 2025 Earnings Call - Robust Advanced Imaging Growth and Strategic AI Integration Drive Record Revenues
RadNet delivered a strong Q3 2025 performance with record revenue and adjusted EBITDA, driven by a 13.4% revenue increase and 15.2% EBITDA growth year-over-year. The company capitalized on robust grow...
- RadNet posted record Q3 2025 revenue and adjusted EBITDA, exceeding early 2025 budgets with 13.4% revenue and 15.2% EBITDA growth year-over-year.
- Advanced imaging volumes surged: MRI up 14.8%, CT up 9.4%, and PET/CT up 21.1% on an aggregate basis compared to last year.
- Same-center advanced imaging procedures increased notably, driven by equipment upgrades, AI-assisted dynamic scheduling, and remote scanning technology like TechLive.
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ProFrac Holding Corp Q3 2025 Earnings Call - Navigating Volatile Market with $100M Cost Savings and Strategic Fleet Focus
ProFrac reported a challenging Q3 2025 with revenues of $403 million and adjusted EBITDA halving to $41 million amid volatile US onshore completion market conditions marked by activity head fakes and ...
- Q3 revenues dropped to $403 million from $502 million in Q2, adjusted EBITDA fell to $41 million from $79 million, reflecting volatile customer activity and pricing pressures.
- September saw sharp activity deterioration with program deferrals causing increased calendar white space and operational inefficiencies.
- ProFrac is shifting strategy to prioritize dedicated fleets with stable operators to enhance operational control and efficiency.
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Beasley Broadcast Group Q3 2025 Earnings Call - Digital Growth and Cost Cuts Amid Revenue Decline
Beasley Broadcast Group reported a tough third quarter with total revenue down 11% year-over-year on a same-station basis, excluding political revenue impacts. The company acknowledged the revenue res...
- Beasley reported Q3 2025 revenue of $51 million, an 11% decline on same-station basis excluding political revenue.
- Digital revenue grew approximately 28% year-over-year on a same-station basis, now representing about 25% of total revenue.
- Digital segment operating margin hit 28%, a company record driven by owned and operated (O&O) products comprising 58% of digital revenue.
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Lithium Argentina Q3 2025 Earnings Call - PPG Scoping Study Unveils Large-Scale, Low-Cost Lithium Expansion
Lithium Argentina's Q3 2025 earnings call spotlighted the solid operational performance at the Caucharí-Olaroz lithium project, sustaining production near 90% capacity, and revealed a robust new $130 ...
- Q3 production at Caucharí-Olaroz sustained near 90% capacity with a new monthly record in October, reflecting strong operational execution.
- Received a $130 million six-year debt facility from Ganfeng, enhancing balance sheet flexibility while preserving shareholder value.
- Announced scoping study for Pasuelos-Pastos Grandes (PPG) project consolidating three nearby lithium brine assets in Northern Argentina.
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FreightCar America 3Q 2025 Earnings Call - Record Adjusted EBITDA Highlights Strength Amid Industry Softness
FreightCar America posted a standout third quarter in 2025, with revenue rising over 42% and adjusted EBITDA reaching a record $17 million, the most profitable since shifting production to Mexico. The...
- FreightCar America achieved over 42% revenue growth in Q3 2025, delivering 1,304 railcars versus 961 in Q3 2024.
- Adjusted EBITDA hit a quarterly record of $17 million, a 56% increase year-over-year and the highest since relocating production to Mexico.
- Gross margin improved to 15.1% and adjusted EBITDA margin to 10.6%, gains driven by product mix favoring specialty new cars and conversions.
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Lincoln Educational Services 3Q 2025 Earnings Call - Accelerating Growth Fueled by New Campuses and Skilled Trades Demand
Lincoln Educational Services delivered another robust quarter with 6% student start growth marking a 12th consecutive quarter of year-over-year gains. Revenue surged 25.4% to $141.4 million, and adjus...
- Lincoln achieved 6% student start growth in Q3 2025, marking 12 consecutive quarters of year-over-year start increases.
- Revenue rose 25.4% to $141.4 million led by strong demand in skilled trades programs and effective tuition management.
- Adjusted EBITDA grew 65.1% to $16.9 million, supported by operating efficiencies from Lincoln 10.0 hybrid teaching and space utilization improvements.
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