Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Madison Square Garden Sports Fiscal 2026 Q1 Earnings Call - Strong Momentum in Concerts and Christmas Spectacular Drive Optimism
Madison Square Garden Sports kicked off fiscal 2026 with encouraging momentum across its entertainment portfolio. The company reported a 14% revenue increase year over year to $158.3 million driven by...
- Fiscal 2026 Q1 revenue rose 14% year over year to $158.3 million, fueled by increased concerts and entertainment events.
- A record number of concerts occurred at Madison Square Garden, with most shows sold out across the venue portfolio.
- Food and beverage sales per capita grew at concerts, offset by a decline in theaters due to event mix.
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Dorian LPG Second Quarter 2026 Earnings Call - VLGC Market Strength Boosts Rates Despite Operational Timing Challenges
Dorian LPG reported a robust second quarter 2026 with a clear uptick in VLGC market fundamentals. The Baltic Index more than doubled from the start of the year, peaking mid-quarter near $80,000 per da...
- Dorian LPG’s dividend of $0.65 per share for Q2 reflects continued capital returns totaling $695 million since inception with nearly $925 million including buybacks.
- The Baltic VLGC Index averaged $68,000 per day in Q3 2025, up significantly from $48,000 in Q2 and $33,000 in Q1, peaking near $80,000 mid-August.
- Record global seaborne LPG liftings hit 37.21 million tons, driven by North America and Saudi Arabian exports, underpinning tight vessel demand.
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Allstate Q3 2025 Earnings Call - Transformative Growth and AI Drive Strong Market Share and Capital Expansion
Allstate reported robust Q3 2025 results highlighted by revenue growth to $17.3 billion and net income of $3.7 billion, fueled by strong property liability outcomes, modest catastrophe losses, and fav...
- Allstate’s Q3 2025 revenues rose to $17.3 billion with net income at $3.7 billion, driven by strong underwriting results and favorable reserve releases.
- Policies in force increased 3.8% to 209.5 million, supported by growth in property liability and protection services.
- The transformative growth initiative, started six years ago, is in phase four focused on rollout of new systems, expanding distribution channels, and cost reduction to improve margins and market share.
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ATN International Q3 2025 Earnings Call - Operational Momentum Drives Revenue and EBITDA Growth
ATN International reported steady operational progress in Q3 2025, showcasing a 3% revenue increase and a 9% rise in adjusted EBITDA year-over-year. The company's strategic focus on network investment...
- ATN International achieved 3% revenue growth and 9% adjusted EBITDA increase year-over-year in Q3 2025.
- High-speed broadband homes passed grew 8%, with a 1% year-over-year increase in high-speed subscriber base, validating fiber and broadband investment strategies.
- International segment revenues rose 1%, with adjusted EBITDA up 3%, driven by enhanced mobile networks and improved service quality.
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Equinox Gold Q3 2025 Earnings Call - Strong Operational Momentum with Greenstone and Valentine Ramping Up
Equinox Gold delivered 239,000 ounces during Q3 2025 at an average cost of $1,434 per ounce and an all-in sustaining cost slightly over $1,800 per ounce, meeting consensus expectations. The company is...
- Equinox Gold produced 239,000 ounces in Q3 2025, in line with or better than consensus, affirming operational stability.
- Greenstone mine boosted mining rates by 10% vs Q2 and improved mill grades by 13% in Q3, showing tangible performance gains.
- Valentine mine poured first gold mid-September and ramped quickly, hitting 91%+ of nameplate capacity in October with recoveries above 93%.
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Atmos Energy Corporation Fiscal 2025 Earnings Call - Robust Growth Fueled by Texas Demand and Regulatory Support
Atmos Energy reported a solid Fiscal 2025 with diluted EPS of $7.46, marking 23 consecutive years of earnings growth and 41 years of dividend increases. The company continues to capitalize on strong c...
- Fiscal 2025 diluted EPS was $7.46, continuing a 23-year streak of EPS growth.
- Atmos Energy grew its residential customer base by approximately 57,000 in Fiscal 2025, with over 44,000 new customers in Texas alone.
- Industrial customer additions are significant, with 29 new customers expected to consume 4 BCF annually, equivalent to over 74,000 residential customers.
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Host Hotels & Resorts Q3 2025 Earnings Call - Outperformance Driven by Strategic Capital Allocation and Strong Resort Demand
Host Hotels & Resorts reported a solid third quarter 2025 performance, slightly below prior year in adjusted EBITDAre and FFO per share but delivering year-to-date growth and raising full-year guidanc...
- Host Hotels & Resorts delivered adjusted EBITDAre of $319 million in Q3 2025, down 3.3% year-over-year, with adjusted FFO per share at $0.35, down 2.8%.
- Year-to-date adjusted EBITDAre and adjusted FFO per share increased 2.2% and 60 basis points respectively versus 2024.
- Comparable hotel total RevPAR rose 80 basis points driven by strong leisure transient demand and rate growth, despite renovation-related disruptions and holiday calendar shifts.
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Miller Industries Q3 2025 Earnings Call - Managing Inventory Amid Demand Headwinds with Optimism for Military Growth
Miller Industries reported a challenging third quarter for 2025, with net sales plunging over 40% year-over-year due to a steep decline in chassis shipments following an unusually high volume period. ...
- Q3 2025 net sales fell 43.1% year-over-year to $178.7 million, mainly due to a sharp drop in chassis shipments.
- Gross profit margin improved slightly to 14.2%, aided by a higher mix of unit deliveries relative to chassis shipments.
- SG&A expenses decreased to $21.2 million, but represented a higher percentage of sales due to lower revenue and included a $900,000 one-time retirement package cost.
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Park-Ohio Holdings Group Third Quarter 2025 Earnings Call - Transformation Drives Stability Amid Mixed Demand with Strong Backlog and Debt Reduction Ahead
Park-Ohio Holdings reported a steady third quarter marked by continued transformation towards a leaner, more predictable business model amid mixed U.S. industrial demand. While revenue declined year-o...
- Park-Ohio continues its multi-year transformation focusing on higher growth, less capital-intensive segments with strong operating leverage.
- Third quarter revenue was $399 million, stable sequentially but down year-over-year due to soft North American industrial demand.
- Gross margin held up at 16.7% demonstrating pricing discipline despite modest volume pressure.
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Marex Q3 2025 Earnings Call - Robust Profit Growth and Diversification Boost Earnings Resilience
Marex reported a strong third quarter 2025 with adjusted profit before tax rising 25% year-on-year to $101 million, contributing to a 26% increase over the first nine months. Despite lower exchange vo...
- Marex posted adjusted profit before tax of $101 million in Q3 2025, up 25% year-on-year, with $303 million in the first nine months, a 26% increase.
- Revenue grew 24% in Q3 to $485 million and 23% year-to-date to $1.45 billion, while margins expanded to 20.9%.
- Clearing segment delivered strong performance with record client balances growing 4% quarter-over-quarter, supporting net interest income despite rate cuts.
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