Earnings Call Transcripts
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All Earnings Calls
Eagle Materials Q1 FY2026 Earnings Call - Record Revenue, Cement and Aggregates Volumes Rise as Maintenance Pressures Margins
Eagle Materials opened fiscal 2026 with a solid quarter: record revenue of $634.7 million and EPS of $3.76, even as higher operating costs tied to annual maintenance and a JV ramp weighed on margins. ...
- Record Q1 revenue of $634.7 million, up 4% year over year.
- Diluted EPS $3.76, down 5% year over year, driven largely by lower cement earnings and higher operating costs.
- Consolidated revenue ex-acquisitions rose 2%, indicating organic growth alongside recent quarry integrations.
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GeneDx Q2 2025 Earnings Call - Core Business Surges Past $100M, Guidance Raised as Reimbursement and Volume Momentum Accelerate
GeneDx printed a breakout quarter, crossing $100 million in revenue and leaning on its core exome and genome business to drive the beat. Q2 revenue was $102.7 million, with exome and genome revenue hi...
- Q2 revenue $102.7 million, up 49% year over year, the first quarter above $100 million driven by core business strength.
- Exome and genome revenue was a record $85.9 million in Q2, up 69% YoY; total tests in the quarter were 23,102, up 28% YoY.
- Average reimbursement (ASP) for exome and genome in Q2 was $3,718 per test, up from about $3,400 last quarter; management says this reflects durable improvements, not a one-time item.
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Repligen Corporation Q2 2025 Earnings Call - Portfolio momentum drives raise to 2025 revenue outlook despite gene-therapy headwind
Repligen posted a strong Q2, led by Chromatography and Filtration, and raised its 2025 revenue outlook as broad-based demand and order momentum more than offset a one-off gene-therapy program headwind...
- Q2 revenue $182 million, up 15% reported, 11% organic and 17% organic non-COVID growth.
- Company raised 2025 revenue guidance to $715 million to $735 million, increasing the organic growth midpoint; organic revenue growth guidance now 10.5% to 13.5% (12.5% to 15.5% organic non-COVID).
- Orders grew over 20% year over year and high teens organically; this marks eight straight quarters where orders exceeded non-COVID revenue and five straight quarters of sequential order growth.
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Commvault Systems Inc. Q1 FY2026 Earnings Call - SaaS ARR Surge Nears $1B Total ARR, Raises FY26 Guide
Commvault delivered a standup quarter, propelled by a blistering SaaS ramp and a best-ever land and expand performance. Total ARR climbed 24% to $996 million, subscription ARR rose 33% to $844 million...
- Total ARR rose 24% year over year to $996 million, approaching the $1 billion milestone.
- Subscription ARR increased 33% to $844 million, now 85% of total ARR versus 79% a year ago.
- SaaS ARR surged 63% to $307 million, a clear driver of the quarter and a main reason management accelerated its ARR targets.
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"Brightstar Lottery" Second Quarter 2025 Earnings Call - Closed gaming sale and $1.1B shareholder return, backing renewed focus on iLottery growth
Brightstar Lottery used Q2 as a reset moment. Management closed the gaming and digital sale for roughly $4 billion, locked in the Italy Lotto concession through November 2034, and announced a $1.1 bil...
- Closed the gaming and digital sale for approximately $4 billion and earmarked $1.1 billion of net proceeds for shareholder returns, including a $3 per share special dividend and a $500 million repurchase authorization.
- Announced a $250 million accelerated share repurchase program, the largest in company history, with De Agostini opting out of the first tranche so buybacks will come from the public float.
- Q2 revenue was $631 million and adjusted EBITDA was $274 million, down 5% year over year and 9% at constant currency, but management says EBITDA ex multi-state jackpot and LMA items was flat versus prior year despite incremental growth investments.
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Whirlpool Corporation Q2 2025 Earnings Call - Tariff Delays Fuel Import Preloading, Pressuring Near-Term Margins
Whirlpool says the quarter felt like a policy story more than a demand story. Delays and uncertainty around U.S. tariffs invited a wave of Asian imports, creating intense promotional pressure and inve...
- Management flagged tariff delays as the dominant short-term headwind, saying Asian competitors preloaded imports and raised imports excluding China by over 20% year to date, creating significant promotional intensity.
- Company estimate: as of end of May there was roughly 60 to 90 days of excess imported inventory from Asia that needs to clear the system, contributing to Q2 promotional pressure and volume drag.
- Q2 results: net sales down 3% year over year excluding currency, global ongoing EBIT margin stable at 5.3%, ongoing EPS $1.34, with roughly a $0.35 negative hit from a non-cash loss tied to Whirlpool’s minority interest in BEKO Europe (about $90 million).
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Alkermes plc Second Quarter 2025 Earnings Call - Elixirxtin normalizes wakefulness and shows cognition/fatigue gains, setting up Phase 3
Alkermes delivered a robust commercial quarter and used its balance sheet to push an ambitious clinical agenda. Q2 proprietary net sales beat expectations at $307.2 million (14% YoY), profitability wa...
- Q2 proprietary product net sales were $307.2 million, up 14% year-over-year, exceeding the company’s May expectations of $260–$280 million for the quarter.
- Gross-to-net dynamics provided about a $20 million one-time tailwind in Q2, driven by ~ $9 million for Vivitrol and ~ $11 million for Aristada.
- Total revenues for Q2 were $390.7 million, including $83.4 million in manufacturing and royalty revenues (Vumerity $39.4 million, long-acting Invega products $30.3 million).
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Herc Holdings Inc. Second Quarter 2025 Earnings Call - H&E Acquisition Creates Scale but Depressed Near-Term Revenue
Herc closed the H&E Equipment Services acquisition in Q2 and immediately shifted the script to integration mode. The deal bought scale, specialty capability, and a long runway of megaproject exposure,...
- Herc closed the H&E Equipment Services acquisition in early June and immediately established an integration management office to manage systems, people, and operations.
- GAAP equipment rental revenue rose 13.7% in Q2; adjusted EBITDA increased 12.8% to $406 million, but the quarter included a GAAP net loss after $73 million of transaction costs and a $49 million loss on assets held for sale.
- On a pro forma basis including H&E for the full quarter, rental revenue would have been down about 2% year over year; legacy Herc branches (excluding Centerlease) grew about 4% in Q2.
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PJT Partners Q2 2025 Earnings Call - Strategic Advisory Drives Record Results, Pipeline at Record Levels
PJT reported a clean beat in Q2 and H1 2025, with Strategic Advisory powering record revenue, adjusted pre-tax income, and adjusted EPS. The firm posted $407 million of revenues in Q2, up 13% year ove...
- Q2 2025 total revenues were $407 million, up 13% year over year; H1 revenues were $731 million, up 6% year over year.
- Adjusted pre-tax income for Q2 was $80 million, up 22% year over year; adjusted pre-tax income for the first six months was $136 million.
- Adjusted if-converted EPS was $1.54 in Q2, up 29% year over year; H1 adjusted EPS was $2.59, up 19%.
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Kiniksa Pharmaceuticals Q2 2025 Earnings Call - ARCALYST lifts guidance after $156.8M quarter, KPL-387 Phase 2/3 underway
Kiniksa rode another quarter of heavy commercial momentum, reporting $156.8 million in ARCALYST net revenue for Q2 2025, a 52% year over year jump that pushed cumulative ARCALYST sales past $1 billion...
- Q2 2025 ARCALYST net revenue was $156.8 million, up 52% year over year and about $19 million above Q1 2025.
- Kiniksa announced cumulative ARCALYST net sales have surpassed $1 billion since launch, a milestone highlighted by management.
- Full year 2025 ARCALYST net sales guidance was raised to $625 million to $640 million, up from a prior range of $590 million to $605 million, increasing the midpoint by about $35 million.
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