Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
WeRide Q2 2025 Earnings Call - Robotaxi Commercialization Accelerates with HPC 3.0 and Rapid Middle East Expansion
WeRide used this quarter to sell a simple narrative: commercialization is here, and the company is doubling down on geography and compute. Revenue rose 60.8% year over year to RMB 127.2 million, drive...
- Total revenue for Q2 2025 was RMB 127.2 million, up 60.8% year over year, driven by both product and service growth.
- Product revenue surged 309.6% YoY to RMB 59.8 million; robotaxi product revenue was RMB 45.9 million, an 836.7% YoY increase and 36.1% of group revenue, its highest share since 2021.
- Service revenue grew 4.3% YoY to RMB 67.4 million, supported by intelligent data services and L4 operational support, partially offset by completion of legacy ADAS R&D contracts.
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BorgWarner Second Quarter 2025 Earnings Call - Strong e-product growth, raised guidance and $1B buyback with 55% dividend bump
BorgWarner used Q2 to prove a point, not to coast. Organic sales were roughly flat, yet the company pushed margin, cash flow and shareholder returns higher while leaning into electric and hybrid wins....
- Light-vehicle e-product sales rose 31% year-over-year in Q2, led by Europe and Asia, and remain the growth engine for the company.
- Overall organic sales were roughly flat year-over-year, in line with global market production; decline in the commercial vehicle battery & charging systems segment weighed on the total.
- Adjusted operating income for Q2 was $373 million, delivering a 10.3% adjusted operating margin, the fifth consecutive quarter at or above 10%.
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Gildan Activewear Q2 2025 Earnings Call - Activewear surge and tariff playbook keep guidance intact
Gildan delivered a clean quarter, beating on profits while walking a tightrope of tariff risk. Record Q2 sales of $919 million and adjusted EPS of $0.97, up 31% year over year, were driven by a 12% ju...
- Record Q2 sales $919 million, up 6.5% year over year, driven by Activewear up 12%.
- Record adjusted diluted EPS $0.97, a 31.1% increase year over year, helped by lower raw material costs and tax benefits.
- Management reaffirmed 2025 full year guidance: revenue growth mid single digits, adjusted operating margin up ~50 basis points, adjusted diluted EPS narrowed to $3.40 to $3.56.
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Euronet Worldwide Q2 2025 Earnings Call - CoreCard Buy and Top-3 US REN Win Push Digital Pivot
Euronet reported a clean, profitable quarter and used the podium to declare a strategic pivot from cash to software. Q2 produced record top-line and operating income, strong buybacks, and a Money Tran...
- Company announced definitive agreement to acquire CoreCard Corporation in an all-stock transaction valued at approximately $248 million, adding a scaled revolving credit processing platform to Euronet’s stack.
- Management says CoreCard’s platform is proven at scale, supports millions of accounts and billions of transactions, and services marquee clients including Apple, Goldman Sachs, American Express, Cardless and Gemini.
- Euronet stressed the deal is accretive on adjusted EPS in the first full year post-close and that the acquisition expands addressable markets into high-margin issuing and revolving credit, with management citing operating margins approaching 50% in that space.
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Belden Second Quarter 2025 Earnings Call - Solutions transformation lifts margins and cash, but policy uncertainty tempers near-term outlook
Belden reported a clean beat in Q2 2025, driven by its solutions transformation. Revenue of $672 million, organic growth of 5%, and EPS of $1.89 (up 25% year over year) exceeded the high end of guidan...
- Q2 revenue $672 million, up 11% year over year, beating the high end of guidance.
- Adjusted EPS $1.89, up 25% year over year, above guidance high end of $1.77.
- Organic revenue growth of 5% for the quarter, with all major regions contributing.
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Insight Enterprises Q2 2025 Earnings Call - AI First Pivot Offsets Partner Headwinds
Insight reported a steady, if cautious, quarter: revenue slipped, but margins hit quarterly records as management leaned into cost discipline and an aggressive AI pivot. Partner program changes trimme...
- Net revenue $2.1 billion, down 3% year over year in US dollars and 4% in constant currency.
- Adjusted diluted EPS $2.45 for Q2, essentially flat year over year in US dollars and down 1% in constant currency.
- Total gross margin reached 21.1% in Q2, and management called adjusted earnings from operations margin 6.2%, both quarter records.
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Janus Henderson Group Second Quarter 2025 Earnings Call - Guardian partnership adds $46.5B, lifting AUM to a record $457.3B and pushing fixed income to over 30%
Janus Henderson closed the quarter with a clear leap forward anchored by a large, multifaceted partnership with Guardian that added $46.5 billion of general account AUM and $100 million of seed capita...
- Guardian strategic partnership is the quarter’s headline: $46.5 billion of general account assets transferred, plus up to $400 million of seed commitments, with $100 million already seeded into the new JABS securitized-credit ETF.
- Record quarterly AUM of $457.3 billion, driven by the Guardian mandate, market gains, and a weaker U.S. dollar.
- Fixed income AUM rose to $142 billion, now representing over 30% of total AUM, materially shifting Janus Henderson’s asset mix toward fixed income.
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Laureate Education Q2 2025 Earnings Call - FX Upside and Digital Expansion Drive Raised Guidance
Laureate posted a strong Q2 and first-half performance, boosted by favorable foreign exchange, steady enrollment gains in Mexico and Peru, and faster growth in working adult online programs. Managemen...
- Company raised full-year 2025 midpoint guidance: revenue up $55 million and adjusted EBITDA up $16 million, citing favorable foreign exchange moves.
- Q2 results: revenue $524 million and adjusted EBITDA $214 million, both above prior guidance; Q2 net income $97 million, EPS $0.65; adjusted net income $118 million, adjusted EPS $0.79.
- Management said year to date new and total enrollments were up, but the transcript shows an inconsistent CEO figure of 76% versus CFO reported mid-single digit enrollment growth; the CFO reported new enrollments up 7% and total enrollments up 6% year to date.
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Amicus Therapeutics Second Quarter 2025 Earnings Call - Sustained double-digit revenue growth, Pombility/Upholda launch momentum, DMX200 deal and path to GAAP profitability in H2 2025
Amicus reported another quarter of clear commercial traction and strategic expansion. Q2 revenue was $154.7 million (up 22% reported, 18% CER), led by Galafold at $128.9 million (+12% CER) and Pombili...
- Total revenue $154.7M in Q2 2025, up 22% year over year (18% at constant exchange rates).
- Galafold remains the core revenue driver at $128.9M, up 12% CER, with 13% YoY patient growth and ~69% share of treated Fabry patients with amenable mutations globally.
- Pombility and Upholda reached $25.8M in Q2, up 58% CER, with record patient demand and early launch momentum across 11 countries; management reiterated 2025 growth guidance of 50%–65% CER for these products.
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Sixth Street Specialty Lending, Inc. Second Quarter 2025 Earnings Call - Dividend Coverage Strong, NAV Up, Yet Spread Compression Looms
Sixth Street Specialty Lending reported a quarter of durable earnings and NAV resilience, but the tone mixed prudence with a warning. Adjusted net investment income was $0.56 per share, adjusted net i...
- Adjusted net investment income of $0.56 per share and adjusted net income of $0.64 per share, implying annualized ROEs of roughly 13.1% and 15.1% respectively for the quarter.
- Net asset value per share rose to $17.17 as of June 30, a 70 basis point increase from March 31, with NAV adjusted to $17.12 after the supplemental dividend.
- Board declared a $0.46 base quarterly dividend and a $0.05 supplemental dividend tied to Q2 earnings, management estimates spillover income of approximately $1.30 per share.
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