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Align Technology, Inc. (ALGN) Presents at UBS Global Healthcare Conference 2025 Transcript
Seeking Alphaยท 2025-11-11 20:31
Core Insights - The company reported strong growth in Clear Aligner volumes across EMEA, APAC, and Latin America during the third quarter [1] Growth Drivers - The growth in Clear Aligner volumes is attributed to multiple factors including the signing of new doctors, increased utilization rates, and the launch of new products [1] - The company is seeking to provide more detailed insights into individual market performance, particularly in regions where obtaining key performance indicators (KPIs) is challenging [1]
X @Forbes
Forbesยท 2025-11-08 01:15
Between 2019 and 2023, the number of women-owned businesses increased at nearly double the rate of their male counterparts, the 2024 Wells Fargo Impact of Women-Owned Business Report reveals.Read more:https://t.co/PqQBhOnt5I https://t.co/gp12JOpd9n ...
Landec(LFCR) - 2026 Q1 - Earnings Call Transcript
2025-11-06 22:30
Lifecore Biomedical (NasdaqGS:LFCR) Q1 2026 Earnings Call November 06, 2025 04:30 PM ET Speaker0Good afternoon, and thank you for joining Lifecore's Q3 2025 earnings call for the three months ending September 30, 2025. During the call, all participants will be in a listen-only mode. Now, I would like to turn the call over to Stephanie Diaz, Manager of Investor Relations for Lifecore. The floor is yours. Please pause one moment. We are experiencing some difficulties.Speaker4Good afternoon, and thank you for ...
Hiscox Ltd (HCXLY) Q3 2025 Sales Call Transcript
Seeking Alphaยท 2025-11-06 14:26
PresentationI will now hand over to your host, Paul Cooper, to begin. Please go ahead.Hello and welcome everyone to the Hiscox Q3 2025 trading update with Paul Cooper, Hiscox Group CFO. My name is Becky, and I'll be your operator today.Paul CooperGroup CFO & Executive Director Good morning everyone, and welcome to our Q3 trading update. I'm Paul Cooper, Group CFO, and today I'll cover growth, our change program, progress, claims, and investments. After that, we will turn to Q&A. The Group's diversified bus ...
Everus Construction Group, Inc.(ECG) - 2025 Q3 - Earnings Call Transcript
2025-11-05 16:32
Everus Construction (NYSE:ECG) Q3 2025 Earnings Call November 05, 2025 10:30 AM ET Company ParticipantsChris Senyek - Chief Investment StrategistMax Marcy - CFOIan Zaffino - Managing DirectorPaul Bartolai - Head of Investor RelationsJeff Thiede - CEOConference Call ParticipantsBrian Brophy - Managing Director and Senior Equity AnalystBrent Thielman - Managing Director and Senior Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator ...
Everus Construction Group, Inc.(ECG) - 2025 Q3 - Earnings Call Transcript
2025-11-05 16:30
Financial Data and Key Metrics Changes - For Q3 2025, revenue reached $986.8 million, a 30% increase compared to the same period last year, driven by strong growth in the electrical and mechanical (E&M) segment [15][6] - EBITDA for the third quarter was $89 million, reflecting a 37% increase from the prior year, with an EBITDA margin of 9%, up 50 basis points from 8.5% in the previous year [15][16] - Total backlog at the end of Q3 was $2.95 billion, up 2% year-over-year and 6% from the end of 2024, indicating solid growth despite strong revenue performance [7][16] Business Line Data and Key Metrics Changes - E&M segment revenues increased 43% to $767.3 million, primarily driven by growth in commercial and renewables markets, particularly in the data center submarket [15][17] - T&D segment revenues were $223.4 million, a slight decrease from $228.5 million last year, attributed to timing and a decline in utility work, although T&D EBITDA increased 11% to $33.8 million [15][18] Market Data and Key Metrics Changes - The T&D backlog increased by 19% year-over-year, driven by utility end market growth, particularly in undergrounding and substation work [16][18] - The company is experiencing strong demand in the data center submarket, with no signs of weakening, and is strategically positioned in key geographic locations for data center development [9][10] Company Strategy and Development Direction - The company is focused on maintaining a disciplined approach to project selection, emphasizing opportunities that align with strategic objectives and offer attractive returns [8][10] - The "Forever" strategy continues to underpin sustainable growth, with a strong emphasis on attracting and retaining talent, which is critical for supporting growth objectives [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to continue building backlog momentum, citing robust underlying demand drivers across key markets [7][9] - The company anticipates ongoing strong momentum into 2026, supported by favorable trends in core markets and a solid backlog position [20][22] Other Important Information - The company raised its 2025 guidance, now forecasting revenues between $3.55 billion and $3.65 billion, and EBITDA between $290 million and $300 million, reflecting strong business momentum [20][21] - Operating cash flows for the first nine months of 2025 were $108.6 million, up from $82.7 million in the same period last year, indicating strong operational results [19] Q&A Session Summary Question: Thoughts on margin sustainability - Management noted that execution upside is hard to forecast, but strong execution has led to margin improvements this fiscal year, with a focus on maintaining this uplift going forward [27][28] Question: Data center project strength and timelines - Management highlighted strong demand for data center projects, particularly in the Upper Midwest and Southwest regions, with ongoing visibility into future projects [29][30] Question: Organic growth expectations for next year - Management remains optimistic about strong demand for services and the ability to secure backlog to support growth, despite potential cyclicality [35][36] Question: Status of pre-construction projects - Some projects in pre-construction have accelerated, contributing to solid revenue, while others remain in early phases, providing visibility for the next year [39][40] Question: Las Vegas market activity - Management indicated a diversified approach in Las Vegas, with ongoing projects in hospitality and data centers, and a positive outlook for 2025 despite potential slowdowns [42][44] Question: Data center end market revenue progression - Data centers have become a significant part of the business, with strong demand and a long runway for opportunities, while maintaining diversification to mitigate risks [48][49] Question: M&A opportunities and strategy - The company is actively evaluating M&A opportunities, with a broader and deeper funnel than a year ago, focusing on companies that align with strategic priorities [51][52]
Trading update for 1 January โ€“ 30 September 2025
Globenewswireยท 2025-11-05 06:28
Company Announcement Copenhagen, 5 November 2025No. 62/2025 Trading update for 1 January โ€“ 30 September 2025 Robust first nine months with continued business improvements Highlights Financial update Organic growth was 4.9% in Q3 2025 (Q3 2024: 4.8%) and 4.3% for the first nine months of 2025 mainly driven by price increases, volume growth and projects and above-base work, partially offset by net negative contract wins.Operating margin and free cash flow developed in line with expectations as a result of con ...
Colliers International(CIGI) - 2025 Q3 - Earnings Call Transcript
2025-11-04 17:02
Financial Data and Key Metrics Changes - The company's Q3 revenues were $1.46 billion, representing a 23% year-over-year increase, driven by engineering and real estate services segments [6][9] - Adjusted EBITDA for the quarter was $191 million, a 24% increase from the previous year [6] - Overall internal growth for the quarter was 13% [6] Business Line Data and Key Metrics Changes - Engineering segment revenues increased by 36%, with internal growth of 6% [7] - Real estate services segment revenues rose by 13%, with capital markets up 21% and leasing revenues up 14% [6][7] - Outsourcing revenues increased by 8%, led by valuation and advisory practices [7] Market Data and Key Metrics Changes - Assets under management reached $108 billion, a 10% increase from the previous year [5] - The company raised $1 billion in new capital commitments during the quarter, with total year-to-date fundraising at $4.4 billion [8] Company Strategy and Development Direction - The company is focused on unifying operations under the Harrison Street Asset Management brand, which is expected to strengthen the business and deliver value to shareholders [4][5] - The engineering sector is seen as a significant growth area, with plans to double revenue and profitability in the coming years [25][94] - The company is actively pursuing acquisitions in various segments, particularly in engineering, to capitalize on growth opportunities in fragmented markets [25][94] Management's Comments on Operating Environment and Future Outlook - Management anticipates an increase in business activity as interest rates stabilize and investor confidence builds [4] - The capital markets recovery is described as gradual, with expectations for continued growth in Q4 and beyond [41][46] - Management remains confident in meeting full-year guidance despite slight expected declines in investment management margins due to integration costs [9][40] Other Important Information - The company has $9 billion in dry powder available for deployment, which is expected to drive future growth [5][86] - The integration of IAM under the Harrison Street platform has received positive client feedback, indicating a successful transition [33] Q&A Session Summary Question: Inquiry about engineering margins and service mix - Management noted that engineering margins were slightly impacted by service mix, with a net margin decrease of 20 to 30 basis points [14][15] Question: Discussion on investment management margins and future outlook - Management indicated that integration costs would impact margins for the next two to three quarters, but they are focused on long-term growth [16][18] Question: Organic growth in engineering - Year-to-date organic growth in engineering is around 8%, with expectations to maintain mid-high single-digit growth for the year [22][23] Question: Capital markets activity and pipeline - The capital markets pipeline is solid, with expectations to exceed last year's performance in Q4 [41][42] Question: Construction activity and market conditions - Management indicated that construction activity is currently soft, particularly in condominiums, but there is ongoing activity in data centers and related infrastructure [61] Question: Performance of recent acquisitions - The integration of Triovest and Asterisk is ongoing, with positive early results noted for both acquisitions [96][98]
BRC (BRCC) - 2025 Q3 - Earnings Call Transcript
2025-11-04 14:30
BRC (NYSE:BRCC) Q3 2025 Earnings Call November 04, 2025 08:30 AM ET Speaker1Welcome to the Black Rifle Coffee Company third quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone requires operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Matt McGinley, Vice President of Investor Relation ...
X @Token Terminal ๐Ÿ“Š
RT Token Terminal ๐Ÿ“Š (@tokenterminal)ICYMI: @Spiko_finance has grown its business by ~250% since the start of the year. https://t.co/CNg47rG374 ...