Core Points - The conference call is for Summit Midstream Corporation's Third Quarter 2025 earnings results [1] - Key executives present include Randall Burton (VP, Finance and Treasurer), Heath Deneke (President, CEO, and Chairman), and Bill Mault (CFO) [2] Financial and Operational Results - The earnings release can be accessed on the company's website under the Events and Presentations or Quarterly Results sections [2] - The discussion may include forward-looking statements regarding future volumes, operating expenses, capital expenditures, cash flow, liquidity, and business strategy [3] - The company emphasizes that while expectations in forward-looking statements are deemed reasonable, there is no assurance they will be accurate [3]

Core Insights - Aeries Technology held its Second Quarter Fiscal 2026 Earnings Conference Call to discuss results for the quarter ended September 30, 2025, and outline strategic priorities for future growth [1]. Financial Performance - The call included discussions on Aeries' expectations regarding future performance and market opportunities, indicating a focus on growth and strategic direction [2]. Strategic Priorities - The leadership team, including CEO Ajay Khare and CFO Daniel Webb, is set to review the company's strategic priorities that will shape the next stage of growth [1].

PresentationI would now like to turn the conference over to your speaker today, Melissa Alfonso. Please go ahead.Good day, and thank you for standing by. Welcome to the Bimini Capital Third Quarter 2025 Earnings Call. [Operator Instructions] Please be advised today's conference is being recorded.Melissa Alfonso Thanks, Kevin. Good morning, and welcome to the Third Quarter 2025 Earnings Conference Call for Bimini Capital Management. This call is being recorded today, November 7, 2025. At this time, the compa ...

Financial Performance - Q3 2025 - Sales reached $448 million, compared to $404 million in the same period of 2024[9, 29] - Adjusted EBITDA stood at $92 million, resulting in an Adjusted EBITDA margin of 20.4%[9, 29] - Adjusted earnings per share (EPS) was $0.69[9, 29] - Adjusted Free Cash Flow was $72 million[9] - Net income was $55 million, with diluted earnings per share at $0.66[10, 29] Balance Sheet and Capital Allocation - The company has $618 million in liquidity[32] - Net Debt to Adjusted EBITDA ratio is 1.0x[32] - $30 million of share repurchases were executed in Q3 2025, with $61 million repurchased year-to-date[32] - The quarterly dividend was increased by 10% to $0.055 per share[32] 2025 Outlook - Sales are projected to be in the range of $1.72 billion to $1.745 billion[33] - Adjusted EBITDA margin is expected to be between 19.50% and 20.0%[33] - Adjusted earnings per share are forecasted to be $2.50 to $2.65[33]

Core Viewpoint - WM Technology, Inc. held its Third Quarter 2025 Earnings Conference Call on November 6, 2025, to discuss financial results and future outlook [1][4]. Financial Performance - The earnings announcement and supporting slide deck are available on the Investor Relations website for stakeholders to review [3]. - The company will discuss both GAAP and non-GAAP financial measures during the call, emphasizing that non-GAAP measures should complement, not replace, GAAP information [4]. Leadership Involvement - The call featured key executives, including CEO Doug Francis and CFO Susan Echard, indicating a strong leadership presence in discussing the company's performance [2]. Forward-Looking Statements - The company will make forward-looking statements regarding business outlook, strategies, and long-term goals, while cautioning that these statements are subject to various risks and uncertainties [3].

Financial Data and Key Metrics Changes - Kimbell Royalty Partners reported total revenues of $76.8 million for Q3 2025, with adjusted EBITDA of $62.3 million [8][9] - Production averaged 25,574 BOE per day, reflecting a 1% organic increase over Q2 2025 [4][5] - Cash G&A expenses were $5.9 million, equating to $2.51 per BOE, which was below the midpoint of guidance [8][9] Business Line Data and Key Metrics Changes - The company’s production base is diversified and low-decline, with a strong performance despite a general slowdown in the U.S. oil and natural gas sector [4][5] - The active rig count remains strong at 86 rigs, representing a 16% market share of U.S. land rigs [5] Market Data and Key Metrics Changes - The company noted a favorable environment for natural gas, with prices above $4, which is expected to contribute positively to production growth [16][42] - The Mid-Continent and Haynesville areas have shown acceleration in activity, benefiting from a higher gas cut [16][42] Company Strategy and Development Direction - Kimbell aims to be a leading consolidator in the oil and natural gas royalty sector, focusing on long-term unit holder value [6] - The company maintains a conservative balance sheet with a net debt to trailing 12 months consolidated adjusted EBITDA of approximately 1.6 times [9] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining flat or slightly increasing production despite industry challenges, citing strong rig activity and a diversified portfolio [10][32] - The company is optimistic about the long-term demand for U.S. energy and its position to benefit from this trend [10] Other Important Information - A cash distribution of $0.35 per common unit was declared for Q3 2025, with approximately 100% expected to be a return of capital [8][9] - The company reaffirmed its financial and operational guidance ranges for 2025 [9] Q&A Session Summary Question: Insights on macro conditions and production stability - Management highlighted steady production from their portfolio and noted that rig activity has remained relatively flat, providing confidence in maintaining production levels [12][13] Question: Activity in Mid-Continent and Haynesville - Management reported strong activity in the Mid-Continent, benefiting from higher gas prices, and emphasized the importance of a diversified portfolio [16] Question: Marketing and other deductions expense fluctuations - Management indicated that the recent increase in marketing costs was due to production growth in the Mid-Continent and suggested a return to historical averages in a normalized environment [17] Question: Maintenance level for production stability - Management confirmed that the maintenance level of 6.5 wells is due for an update and is expected to decrease, enhancing confidence in production maintenance [21][24] Question: M&A landscape and opportunities - Management noted that the removal of competitors from the market could create opportunities, but emphasized a disciplined approach to M&A, focusing on larger, more impactful acquisitions [25][26] Question: Growth potential in gas demand - Management expressed caution about making multi-year projections but acknowledged the potential for significant growth in natural gas production if favorable market conditions materialize [41][42] Question: Organic mineral acquisition opportunities - Management stated that they prefer larger, more mature acquisitions rather than small ground game acquisitions, focusing on building relationships for future opportunities [46][47]

Core Points - United Homes Group held its Third Quarter 2025 Earnings Call, indicating a focus on financial performance and future outlook [1][2] - The call included forward-looking statements, which are subject to various assumptions and uncertainties [2][3] - The company cautioned that these forward-looking statements should not be relied upon as definitive views, as they may change over time [3][4] Financial Performance - The earnings call is part of the company's regular reporting process, highlighting its financial results for the third quarter of 2025 [1][2] - The company will provide reconciliations of non-GAAP financial measures to GAAP measures, accessible through its website and SEC filings [4]

Core Viewpoint - The QVC Group is conducting its Third Quarter 2025 Earnings Conference Call, indicating a focus on financial performance and future outlook [1]. Financial Performance - The call will discuss non-GAAP financial measures such as adjusted OIBDA, adjusted OIBDA margin, free cash flow, and constant currency, highlighting the importance of these metrics in evaluating the company's performance [3]. Leadership - Key speakers on the earnings call include QVC Group President and CEO David Rawlinson and the CFO, emphasizing the leadership's role in communicating financial results and strategic direction [4].

Core Viewpoint - The presentation discusses forward-looking statements regarding the future performance and plans of Icahn Enterprises L.P. and its subsidiaries, emphasizing the inherent uncertainties and risks involved in such projections [2][3]. Group 1: Forward-Looking Statements - The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made during the presentation, which may include expectations about future business and financial performance [2]. - Forward-looking statements are identified by terms such as expects, anticipates, intends, plans, believes, seeks, estimates, and will [2]. - Actual results may differ materially from expectations due to various known and unknown risks and uncertainties, including economic, competitive, and legal factors [3]. Group 2: Financial Measures - The presentation includes non-GAAP financial measures, such as adjusted EBITDA, which are reconciled to the most directly comparable GAAP financial measures [3][4].

Financial Performance - Q3 2025 vs Q3 2024 - Net sales decreased by 8% to $663 million[12] - Adjusted EBITDA decreased to $82 million from $153 million[12] - Adjusted EPS decreased to $036 from $122[12] Siding Segment - Q3 2025 vs Q3 2024 - Siding sales increased by 5%[12] - Siding net sales increased from $420 million to $443 million[19] - Siding adjusted EBITDA decreased from $123 million to $117 million[19] OSB Segment - Q3 2025 vs Q3 2024 - OSB adjusted EBITDA decreased from $33 million to $(27) million[23] - OSB net sales decreased from $253 million to $179 million[23] Liquidity and Capital Allocation - Total liquidity stands at $11 billion[13] - Return to shareholders was $19 million[12] 2025 Guidance - Siding revenue is expected to be approximately $370 million for Q4, representing approximately 3% growth[27] - Siding adjusted EBITDA is expected to be approximately $82 million for Q4, with a margin of approximately 22%[27] - OSB adjusted EBITDA is expected to be approximately $(45) million for Q4[27] - Total LP adjusted EBITDA is expected to be approximately $32 million for Q4[27]