Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Gray Media Q3 2025 Earnings Call - Strategic M&A and operational discipline drive promising momentum
Gray Media closed its third quarter of 2025 with revenues hitting the top of guidance at $749 million and expenses coming in $17 million below the low end, showcasing disciplined cost management. Desp...
- Q3 2025 revenues reached $749 million, at the high end of guidance, with operating expenses $17 million below the low end, reflecting disciplined cost control.
- Net loss attributable to common stockholders was $23 million; adjusted EBITDA stood at $162 million, indicating solid operational performance.
- Political advertising revenue exceeded expectations at $8 million despite 2025 being an off-cycle year, fueled by issue advertisers and early 2026 election spending.
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Koppers 2025 Q3 Earnings Call - Cost Controls Offset 12% Sales Drop Amid Market Headwinds
Koppers reported a challenging Q3 2025 with sales down 12% to $485 million, pressured by softer demand and market share shifts across key segments. Despite this, robust cost controls and operational d...
- Koppers' Q3 2025 sales declined 12% year-over-year to $485 million due to weak demand and volume decreases in all segments except utility poles.
- Adjusted EBITDA was $70.9 million, down modestly from $77.4 million last year, reflecting strong cost containment and operational savings.
- Adjusted EPS fell to $1.21 from $1.37 prior year, primarily impacted by lower sales despite lower interest costs.
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FNF Third Quarter 2025 Earnings Call - Robust Title and Commercial Growth Amid Low Transaction Environment
FNF posted a strong third quarter in 2025, driven by an impressive 27% year-over-year increase in adjusted pre-tax title earnings and a historic best quarter in commercial revenue. Despite a low trans...
- FNF’s title segment delivered adjusted pre-tax earnings of $410 million, up 27% from Q3 2024, with an improved margin of 17.8%.
- Daily purchase orders opened declined 8% sequentially but were stable year-over-year, showing some uptick in late Q3 and October, reflecting modest improvement in mortgage rates and pent-up housing demand.
- Refinance orders opened surged 15% year-over-year and 22% sequentially in Q3, reaching 2,100 daily orders in September, driven by a 30 basis point drop in 30-year mortgage rates.
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Atmus Filtration Technologies Q3 2025 Earnings Call - Operational Independence Fuels Best Organic Growth Since IPO
Atmus Filtration Technologies reported a robust third quarter in 2025, highlighted by a 10.9% year-over-year sales increase to $448 million, powered primarily by 6% volume growth and 4% pricing contri...
- Atmus completed full operational separation from Cummins in Q3 2025, ending a multi-year process that frees resources to focus exclusively on growth.
- Q3 sales rose 10.9% to $448 million, driven by 6% volume growth and 4% pricing increases, the strongest organic growth rate since IPO.
- Adjusted EBITDA margin expanded to 20.4%, with adjusted EPS rising to $0.69, reflecting strong profitability despite challenging markets.
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Mogo Q3 2025 Earnings Call - Launching Unified Intelligent Investing Platform While Scaling Wealth and Payments Businesses
Mogo reported solid Q3 2025 results marked by disciplined execution across its three core pillars: wealth management, payments, and Bitcoin holdings. Assets under management hit a record CAD 498 milli...
- Mogo's Q3 2025 assets under management reached a record CAD 498 million, up 22% year-over-year.
- Wealth revenue grew 27% year-over-year, driven by adoption of managed portfolios and increased AUM.
- Payments processing volume grew 12% year-over-year to CAD 2.8 billion, supporting over 7 million end users.
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Graham Corporation Q2 2026 Earnings Call - Record backlog and robust defense and space orders drive confident outlook
Graham Corporation reported a strong fiscal second quarter 2026, delivering 23% revenue growth to $66 million and a 12% increase in adjusted EBITDA to $6.3 million. The company attributes this growth ...
- Revenue grew 23% year-over-year to $66 million, driven by defense, energy, and space market strength.
- Adjusted EBITDA increased 12% to $6.3 million; adjusted EBITDA margin expanded 40 basis points year-to-date to 10.8%.
- Bookings hit $83.2 million, resulting in a record backlog of $500.1 million, up 23% year-over-year.
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Granite Ridge Resources 3Q 2025 Earnings Call - Scaling Operator Partnerships with Disciplined Growth and Strong Liquidity
Granite Ridge Resources reported solid third quarter 2025 results marked by a 27% year-over-year increase in production to 31,900 BOE/d, adjusted EBITDA growth of 4%, and a robust balance sheet with l...
- 3Q 2025 average daily production rose 27% year-over-year to 31,900 BOE per day.
- Adjusted EBITDA increased 4% year-over-year to $78.6 million, reflecting operational strength.
- Capital expenditures totaled $80.5 million in the quarter, with $64 million in development and $16.5 million in acquisitions.
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Huntsman Corporation Q3 2025 Earnings Call - Navigating Unprecedented Industry Challenges with Cost Cuts and Strategic Realignments
Huntsman Corporation's Q3 2025 earnings call revealed a company entrenched in navigating a triad of unprecedented global industry challenges: persistent U.S. inflation dampening consumer spending, Chi...
- Huntsman faces unprecedented challenges from U.S. inflation impacts, weak Chinese demand amid overcapacity, and Europe's accelerating deindustrialization.
- The company is executing a $100 million cost reduction program, including shutting seven sites mostly in Europe and reducing over 600 positions, with ongoing efforts into 2026.
- Dividend was cut by 65% to preserve cash and protect the balance sheet amid uncertain market conditions, striking a balance between shareholder returns and financial stability.
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Marcus & Millichap 3Q 2025 Earnings Call - Navigating Market Recovery with Strategic Talent and Financing Growth
Marcus & Millichap reported a resilient third quarter of 2025, posting 15% revenue growth year-over-year driven largely by a 25% surge in transactions, particularly in the $1-10 million private client...
- Total revenue increased 15% year-over-year to $194 million, marking the fifth consecutive quarter of growth.
- Adjusted EBITDA rose to $7 million from near break-even, despite a $4 million legal reserve impacting SG&A.
- Transaction volume grew 25%, outperforming the estimated 12% market growth, driven by private client brokerage.
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Delek US Q3 2025 Earnings Call - Strong Momentum on SRE Monetization and Enterprise Optimization Boosts EBITDA Guidance
Delek US reported a robust third-quarter performance with adjusted EPS of $1.52 and adjusted EBITDA around $319 million excluding small refinery exemptions (SREs). The company highlighted accelerating...
- Delek US posted adjusted EPS of $1.52 and adjusted EBITDA of $319 million in Q3 2025, excluding SRE impacts.
- Enterprise Optimization Plan (EOP) delivered about $60 million in Q3 P&L contribution, prompting an increase in annual cash flow improvement target to at least $180 million.
- EPA approved Delek's SRE petitions from 2019 to 2024; anticipated monetization of granted RINs expected to generate approximately $400 million in profits within 6-9 months.
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