Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Henry Schein Q3 2025 Earnings Call - Robust Sales Growth and $200M Operating Income Boost from Value Creation Initiatives
Henry Schein reported solid third-quarter 2025 results with $3.3 billion in sales, a 5.2% increase year-over-year driven by gains in all portfolio segments and expansion in high-growth, high-margin bu...
- Henry Schein's Q3 2025 sales reached $3.3 billion, up 5.2% year-over-year, reflecting growth across all major business segments.
- The company has effectively overcome its 2023 cyber incident, which previously disrupted business, with sales momentum now accelerating.
- Value creation initiatives targeting over $200 million operating income improvement have commenced, focusing on centralizing support services, procurement, process automation, and sales growth of corporate brands.
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Amicus Therapeutics Q3 2025 Earnings Call - Strong Double-Digit Growth and GAAP Profitability Fuel Confidence in $1 Billion Combined Sales Target for Fabry and Pompe
Amicus Therapeutics reported a robust Q3 2025, showcasing strong double-digit revenue growth driven by its core therapies for Fabry and Pompe diseases. Galafold led with a 13% year-over-year patient g...
- Amicus Therapeutics delivered 19% total revenue growth in Q3 2025, driven by strong performances in Fabry and Pompe therapies.
- Galafold revenue reached $138.3 million, up 12% at constant exchange rates, with 13% year-over-year patient growth and about 69% global market share among treated Fabry patients.
- Pombliti and Opfolda combined revenue rose 45% in Q3 and 61% year-to-date, with 15 countries reimbursed and launches progressing globally, including recent market entries in Japan and several European countries.
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Norwegian Cruise Line Holdings 3Q 2025 Earnings Call - Record EBITDA and Strategic Shift to Family-Centric Caribbean Sailings
Norwegian Cruise Line Holdings reported a historic third quarter in 2025, achieving record revenue and adjusted EBITDA nearing $1 billion, driven largely by strong family demand and rising load factor...
- Norwegian Cruise Line Holdings delivered its highest quarterly revenue and approximately $1 billion adjusted EBITDA, surpassing guidance across all key metrics in Q3 2025.
- Load factors hit 106.4%, driven by strong demand from families, especially at the Norwegian Cruise Line (NCL) brand, resulting in net yield growth of 1.5%.
- Bookings in Q3 marked the strongest third-quarter bookings in company history, up over 20% year-over-year across all three brands, with momentum continuing into October.
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Xometry Q3 2025 Earnings Call - Marketplace Growth Accelerates Amid Manufacturing Contraction
Xometry delivered a standout Q3 2025 showing with 28% year-over-year revenue growth, hitting $181 million, while marketplace revenue surged 31%, defying a challenging manufacturing sector. This accele...
- Xometry reported 28% year-over-year revenue growth in Q3 2025, reaching $181 million.
- Marketplace revenue grew 31% year-over-year, accelerating from prior quarters despite a contracting manufacturing environment.
- Marketplace gross margin expanded by 210 basis points to 35.7%, the second quarter within the long-term target range of 35%-40%.
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Intuitive Machines Q3 2025 Earnings Call - Strategic $800M Acquisition of Lanterra Space Systems to Become Next-Gen Space Prime
Intuitive Machines announced a transformative acquisition of Lanterra Space Systems (formerly Maxar Space Systems from Advent) for $800 million, combining $450 million cash and $350 million in Class A...
- Intuitive Machines agreed to acquire Lanterra Space Systems for $800 million ($450M cash, $350M stock), aiming to become a next-generation space prime.
- Lanterra brings over 65 years of experience, 300+ spacecraft delivered, and 99.99% on-orbit availability, enhancing manufacturing scale and reliability.
- The acquisition broadens Intuitive Machines’ footprint from lunar services to Earth orbit, cislunar space, and deep space including Mars data relay.
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Silicon Laboratories Q3 Fiscal 2025 Earnings Call - Poised for Sustained High Growth as Industrial IoT and Wireless Innovation Accelerate
Silicon Laboratories reported a robust Q3 fiscal 2025 with revenue hitting $206 million, up 7% sequentially and 24% year-over-year, doubling peer growth rates. The company projects a full-year revenue...
- Silicon Labs delivered $206 million revenue in Q3 fiscal 2025, up 7% sequentially and 24% year-over-year, outperforming peers.
- Full-year 2025 revenue growth guidance is 34% over 2024, driven by industrial, commercial, and medical product strength.
- Industrial and commercial segment grew 7% sequentially to $118 million, led by smart meters, building automation, and commercial lighting.
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Greenfire Resources Q3 2025 Earnings Call - Transformational Recapitalization and Operational Reset Underway
Greenfire Resources delivered a Q3 2025 report dominated by its pivotal recapitalization plan designed to tackle its heavy leverage stemming from growth capital demands and weak oil price forecasts. T...
- Greenfire acknowledges excessive leverage and cash flow shortfalls tied to current oil price outlook and growth capital needs.
- The company announces a transformational recapitalization including a $300 million equity rights offering fully backstopped by Waterous Energy Fund.
- Plan to fully repay all outstanding senior secured notes using cash on hand and proceeds from the rights offering.
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Fortis Q3 2025 Earnings Call - Accelerated Five-Year Capital Plan and 100% Regulated Asset Portfolio
Fortis delivered a solid third quarter 2025 marked by operational momentum and financial discipline. The company announced a new five-year capital plan of $28.8 billion, up $2.8 billion from the prior...
- Fortis reported adjusted EPS of $0.87 in Q3 2025, up year-over-year, reflecting strong utility performance and rate base growth.
- The company completed the sale of Fortis TCI and Belize assets, streamlining to 100% regulated assets and improving risk profile.
- A new $28.8 billion five-year capital plan was unveiled, a $2.8 billion increase supporting 7% annual rate base growth and 4%-6% dividend growth through 2030.
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Oxford Square Capital Corp Q3 2025 Earnings Call - Navigating Portfolio Growth Amid Marked Investment Losses
Oxford Square reported a mixed third quarter with net investment income steady at $5.6 million but net asset value per share dropping to $1.95 from $2.06 in the prior quarter. Total investment income ...
- Reported net investment income (NII) of approximately $5.6 million ($0.07 per share), roughly flat with prior quarter.
- Net asset value (NAV) per share fell from $2.06 to $1.95, reflecting portfolio mark-to-market pressures.
- Total investment income increased to $10.2 million from $9.5 million quarter-over-quarter.
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Orthofix Q3 2025 Earnings Call - Strong U.S. Spine Growth and Product Innovation Drive Margin Expansion
Orthofix reported a robust third quarter in 2025, highlighted by solid revenue gains growing 6% year-over-year to $203.4 million, driven primarily by the U.S. spine fixation and orthopedics segments. ...
- Orthofix delivered 6% pro forma net sales growth year-over-year to $203.4 million in Q3 2025, led by U.S. spine fixation and orthopedics segments.
- The U.S. spine fixation segment grew net sales 8% with a 10% increase in procedure volume, ahead of market growth and Q2 results.
- 7D Flash Navigation System placements in the U.S. increased year-to-date, driving adoption and aiding market share gains.
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