Core Insights - The focus is on value investing with an emphasis on fundamental research across various sectors including chemicals, homebuilders, building materials, industrials, and metals & mining [1] - The investment strategy targets stocks that are undervalued and have potential catalysts in the near term, with an investment horizon ranging from one quarter to two years [1] Sector and Company Analysis - The sectors of interest include chemicals, homebuilders, building materials, industrials, and metals & mining, indicating a diverse investment approach [1] - The strategy involves identifying stocks that are "cheaply available," suggesting a focus on price-to-earnings ratios and other valuation metrics [1] - The investment horizon is relatively short to medium-term, which may influence the selection of stocks based on upcoming events or earnings reports [1]

Group 1 - EZCORP operates a resilient and niche business model that benefits from consumer liquidity needs during financial stress [1] - The company has low credit risk and recurring retail revenue, which supports its business stability [1] - Market perception of the pawn industry is negatively influenced by prevailing stereotypes [1] Group 2 - The company is positioned to capitalize on macroeconomic trends and consumer behavior during economic downturns [1] - EZCORP's business model is designed to provide financial solutions to consumers in need, enhancing its market relevance [1]

AUSTIN, Texas, May 01, 2025 (GLOBE NEWSWIRE) -- EZCORP, Inc. (NASDAQ: EZPW) (the “Company”), a leading provider of pawn transactions in the United States and Latin America, announced today the retirement of its $103.4 million aggregate principal amount outstanding of 2.375% Convertible Senior Notes Due 2025 (the “2025 Notes”). The 2025 Notes were issued in 2018 with a maturity date of May 1, 2025. In connection with the Company’s election of physical settlement made in October 2024, holders had the right to ...

EZCORP (EZPW) Q2 2025 Earnings Call April 29, 2025 02:20 PM ET Speaker0 Good morning, ladies and gentlemen. Welcome to the EZ Corp Second Quarter Fiscal twenty twenty five Earnings Call. At this time, all participants are in listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. As a reminder, this call may be recorded. I'd now like to turn the conference over to Sean Mansouri, the company's Investor Relations Advisor with Elevated IR. Please go ahe ...

EZCORP (EZPW) Q2 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Sean Mansouri - Founder & CEOLachlan Given - Chief Executive OfficerTim Jugmans - Chief Financial OfficerAlex Howell - Equity Research AssociateRaj Sharma - Managing Director Conference Call Participants Brian McNamara - MD & Senior Analyst - ConsumerCraig Irwin - Managing Director, Senior Research Analyst Operator Good morning, ladies and gentlemen. Welcome to the EZ Corp Second Quarter Fiscal twenty twenty five Earnings Ca ...

EZCORP (EZPW) Q2 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Sean Mansouri - Founder & CEOLachlan Given - Chief Executive OfficerTim Jugmans - Chief Financial OfficerAlex Howell - Equity Research AssociateRaj Sharma - Managing Director Conference Call Participants Brian McNamara - MD & Senior Analyst - ConsumerCraig Irwin - Managing Director, Senior Research Analyst Operator Good morning, ladies and gentlemen. Welcome to the EZ Corp Second Quarter Fiscal twenty twenty five Earnings Ca ...

SECOND QUARTER FISCAL 2025 EARNINGS APRIL 2025 PRELIMINARY STATEMENTS NASDAQ: EZPW Unless otherwise specified, all amounts in this presentation reflect certain non-GAAP adjustments for various discrete items and constant currency. FY25 results are presented in constant currency using FY24 rates. Prior years use actual foreign exchange rates. For a discussion of the comparable GAAP amounts, see "EZCORP GAAP Results" and "GAAP to Non-GAAP Reconciliation" in the Appendix. COMPARISONS All comparisons in this pr ...

Ezcorp (EZPW) reported $306.32 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.2%. EPS of $0.34 for the same period compares to $0.28 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $309.75 million, representing a surprise of -1.11%. The company delivered an EPS surprise of +6.25%, with the consensus EPS estimate being $0.32.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Ezcorp (EZPW) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.25%. A quarter ago, it was expected that this consumer financial services company would post earnings of $0.35 per share when it actually produced earnings of $0.42, delivering a surprise of 20%.Over the last four quarter ...

EZCORP Reports Second Quarter Fiscal 2025 Results Record Q2 PLO & Revenues Drive Strong Increase in Profitability Austin, Texas (April 28, 2025) — EZCORP, Inc. (NASDAQ: EZPW), a leading provider of pawn transactions in the United States and Latin America, today announced results for its second quarter ended March 31, 2025. Unless otherwise noted, all amounts in this release are in conformity with U.S. generally accepted accounting principles ("GAAP") and comparisons shown are to the same period in the prior ...