Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Select Medical Holdings Q3 2025 Earnings Call - Strategic Development Growth Amid Regulatory Headwinds
Select Medical Holdings delivered steady third-quarter 2025 results with 7% consolidated revenue growth to $1.36 billion and adjusted EBITDA increases of the same magnitude. Notably, inpatient rehabil...
- Select Medical recorded over 7% revenue growth in Q3 2025 to $1.36 billion and a similar rise in adjusted EBITDA to $111.7 million.
- Earnings per share from continuing operations rose more sharply, up over 21% to $0.23 per share.
- The inpatient rehabilitation hospitals segment showed strong performance with 16% revenue growth, 11% average daily census increase, and occupancy rising to 83%.
- +13 more takeaways
Federated Hermes Q3 2025 Earnings Call - Record AUM and Expanding MDT Franchise Drive Growth
Federated Hermes closed Q3 2025 with assets under management hitting a record $871 billion, powered by strong performances and net inflows in money market and equity strategies. The company highlighte...
- Assets under management reached a record $871 billion in Q3, driven by money market and equity gains.
- Equity assets grew 6% sequentially, but Q3 net sales were slightly negative due to separate account redemptions offsetting solid retail inflows.
- MDT equity strategies had $2 billion in Q3 net sales and exhibit strong performance rankings, with seven of eight funds top-quartile over 1, 3, 5, and 10-year periods.
- +9 more takeaways
Cooper-Standard Holdings Inc. Q3 2025 Earnings Call - Operational Excellence and Margin Expansion Amid Supply Chain Challenges
Cooper-Standard Holdings reported a third quarter showing solid operational strength and margin improvement despite modest revenue growth and emerging market headwinds. The company delivered 99% green...
- Cooper-Standard achieved 99% green customer quality and service scorecards in Q3 2025.
- Safety performance is outstanding with a 0.28 total incident rate, well below the world-class benchmark and 60% of plants with zero incidents year-to-date.
- The company secured $96 million in new net business awards in Q3 2025, totaling nearly $229 million year-to-date, with 83% related to EV and hybrid platforms.
- +9 more takeaways
Charter Communications Q3 2025 Earnings Call - Resilient Growth Despite Competitive and Macro Pressures
Charter Communications reported a mixed third quarter. The company remains the fastest-growing mobile provider in the U.S., adding 493,000 Spectrum Mobile lines and growing mobile profitability. Video...
- Charter added nearly 500,000 Spectrum Mobile lines in Q3, totaling 2 million lines over the last 12 months, sustaining 20% mobile growth.
- Video customer losses improved dramatically to 70,000, less than a quarter of last year’s Q3 losses, helped by new pricing, packaging, and app inclusions.
- Internet customer losses of 109,000 in Q3 were in line with last year despite increased competition including fiber and AT&T’s cellular internet expansion.
- +17 more takeaways
ACCO Brands Q3 2025 Earnings Call - Cost Cuts Cushion Sales Slump Amid Tariff and Demand Headwinds
ACCO Brands reported third quarter 2025 sales slightly below expectations, pressured by soft global demand, trade-down behaviors, and delayed tariff-related price increases. Despite a 9% sales decline...
- Third quarter sales fell 9% versus prior year, slightly missing internal outlook due to softer global demand and delayed tariff price increases.
- Adjusted EPS met guidance aided by $10 million quarterly cost savings, totaling about $50 million in the multi-year cost reduction plan.
- Gross margin improved 50 basis points to 33% thanks to operational efficiencies amid volume decline.
- +10 more takeaways
The Carlyle Group Q3 2025 Earnings Call - Strong Momentum Drives Upward Revisions on Fee-Related Earnings and Inflows
The Carlyle Group reported a robust third quarter in 2025, surpassing prior expectations with fee-related earnings (FRE) reaching $312 million for the quarter and nearly $946 million year-to-date, up ...
- The Carlyle Group delivered $312 million in fee-related earnings for Q3 2025, marking 16% growth year-to-date totaling $946 million.
- Assets under management reached a record high of $474 billion, up 7% year-to-date, driven by organic inflows of $17 billion in Q3 and nearly $60 billion over the past 12 months.
- Management increased full-year guidance for FRE growth to approximately 10% and inflows to $50 billion, up from previous forecasts of 6% and $40 billion respectively.
- +12 more takeaways
Emerald Holding Inc. Q3 2025 Earnings Call - Navigating Construction and Tariff Headwinds, Growth Fueled by Strategic Acquisitions
Emerald Holding delivered steady Q3 performance despite typical seasonal softness compounded by significant headwinds from ongoing construction at the Las Vegas Convention Center and tariff pressures ...
- Q3 revenue rose to $77.5 million from $72.6 million year-over-year; organic revenue declined 6.8% largely due to construction and tariffs impacting a major event.
- Construction at Las Vegas Convention Center disrupted event layout, depressing customer experience and bookings; expected to complete by year-end, positively impacting 2026.
- Tariff impacts were limited but notable on select events, particularly involving attendees from China and Canada; offset partially by expanding international agent network across 100 markets.
- +12 more takeaways
Civeo Corporation Q3 2025 Earnings Call - Share Buybacks Advance Amid Australian Growth and Canadian Cost Cuts
Civeo Corporation’s third quarter 2025 results echo a company straddling promise and caution. Their aggressive share repurchase program is well underway, with 69% of the new authorization completed, f...
- Civeo repurchased approximately 1 million shares in Q3, completing 69% of its new share buyback authorization year-to-date, with $52 million returned to shareholders in 2025.
- The company’s net leverage stood at 2.1x as of September 30, 2025, a level management is comfortable maintaining amid accelerated buybacks and recent acquisitions.
- Australian operations grew revenues by 7% year-over-year and adjusted EBITDA by 19%, driven by the full quarter impact of four village acquisitions in the Bowen Basin.
- +9 more takeaways
Proto Labs 3Q 2025 Earnings Call - Record Revenue Driven by Strong CNC Machining Growth and Strategic Expansion
Proto Labs reported a robust third quarter with record revenue of $135.4 million, marking a 7.8% year-over-year increase, led by an 18.2% jump in CNC machining revenue. The company’s US market showed ...
- Proto Labs delivered record quarterly revenue of $135.4 million in Q3 2025, a 7.8% year-over-year increase.
- CNC machining revenue surged 18.2% year-over-year, driven strongly by US market growth of 24%.
- Sheet metal revenues rose 13.9% year-over-year, primarily from US markets; European revenue saw a decline amid manufacturing contraction.
- +13 more takeaways
RE/MAX Holdings Q3 2025 Earnings Call - Agent Recruitment Momentum and Strategic Innovation Drive Resilient Performance
RE/MAX Holdings reported a resilient Q3 2025 marked by record-high global agent counts and robust operational execution despite a sluggish housing market. Fueled by steady recruitment—especially in th...
- RE/MAX reached a worldwide agent count of over 147,500, a new all-time high, with the best U.S. third-quarter agent count in three years, driven by steady global growth and positive network feedback.
- The Aspire program has onboarded approximately 1,500 agents, showing increased recruitment and retention, while Ascend and Appreciate programs offer flexible economic models to support franchisees in attracting and retaining agents.
- The newly launched AI-powered RE/MAX Marketing as a Service platform consolidates marketing efforts, demonstrating strong early engagement and a projected low seven-figure annual run rate, with plans for international expansion.
- +7 more takeaways