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Itaú Unibanco Holding S.A. 2025 Q3 - Results - Earnings Call Presentation (NYSE:ITUB) 2026-01-07
Seeking Alpha· 2026-01-07 07:58
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
X @Easy
Easy· 2025-12-18 23:36
We only lost FedEx saying Tariff.6-1 on these earnings call mentions.Gotta love it.Easy (@EasyEatsBodega):Going a wee bit hard on some Earning Call markets today.Using @MentionMetrix and filtering based on the past year.Actually reading the full transcript where words are mentioned, and seeing if we can get some Wins here. https://t.co/sfVVIYnIk5 ...
Caleres(CAL) - 2026 Q3 - Earnings Call Presentation
2025-12-09 15:00
Third Quarter 2025 Performance - Sales reached $790 million, a 6.6% increase compared to Q3 2024[11, 13] - Adjusted Earnings Per Share (EPS) stood at $0.38[11, 13] - Gross margin was 42.7%, a decrease of 140 bps compared to Q3 2024[13] - Inventory increased by 15.8%[13] Performance Excluding Stuart Weitzman - Sales were $744 million, a 0.4% increase compared to Q3 2024[14, 15] - Adjusted EPS was $0.67[14, 15] - Gross margin was 42.5%, a decrease of 160 bps compared to Q3 2024[14, 15] - Inventory increased by 2.6%[14, 15] Segment Performance - Famous Footwear sales were $419 million, a 2.2% decrease compared to Q3 2024, with comparable sales down 1.2%[16, 17, 18] - Brand Portfolio sales were $384 million, an 18.8% increase compared to Q3 2024 including Stuart Weitzman, and up 4.6% excluding Stuart Weitzman[22] Outlook - Q4 Famous Footwear comparable sales are expected to be flat, with total sales down low single digits[29] - Q4 Brand Portfolio sales are expected to be flat-to-up 1% on an organic basis, with Stuart Weitzman sales adding $55 - $60 million[29] - Full-year adjusted diluted EPS is projected to be $0.55 to $0.60 including Stuart Weitzman, and $1.15 to $1.25 excluding Stuart Weitzman[29]
Brown-Forman Corporation 2026 Q2 - Results - Earnings Call Presentation (NYSE:BF.B) 2025-12-04
Seeking Alpha· 2025-12-04 23:11
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T-Mobile to Host Q4 and Full Year 2025 Earnings Call on February 4, 2026
Businesswire· 2025-12-03 17:00
Core Points - T-Mobile US, Inc. is scheduled to discuss its fourth quarter and full year 2025 financial and operational results on February 4, 2026, at 4:30 p.m. Eastern Time [1] - The earnings release, Investor Factbook, and related materials will be available at approximately 4:05 p.m. ET on the same day [1] Earnings Call Information - The earnings call will be accessible via dial-in with pre-registration and a webcast link on the Company's Investor Relations website [1] - Participants can pre-register for the conference call to receive dial-in information [1] Investor Communication - T-Mobile intends to announce material financial and operational information through its investor relations website, newsroom, press releases, SEC filings, and public conference calls and webcasts [1] - The company will also utilize social media accounts for disclosing information and complying with disclosure obligations under Regulation FD [1]
Semtech Corporation 2026 Q3 - Results - Earnings Call Presentation (NASDAQ:SMTC) 2025-11-24
Seeking Alpha· 2025-11-25 04:31
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
an S.A.(CSAN) - 2025 Q3 - Earnings Call Presentation
2025-11-17 14:00
3Q25 Financial Highlights - Cosan Portfolio 的 EBITDA 为 74 亿雷亚尔,低于 3Q24 的 84 亿雷亚尔[7] - 收到的股息和权益资本利息为 4800 万雷亚尔,低于 3Q24 的 3.43 亿雷亚尔[7] - 净债务为 182 亿雷亚尔,高于 2Q25 的 175 亿雷亚尔[7] - 净亏损为 12 亿雷亚尔,而 3Q24 的净利润为 3 亿雷亚尔[7] - 债务偿还覆盖率 (DSCR) 为 1.0x LTM,低于 2Q25 的 1.2x[7] - 事故伤害频率 (LTIF) 为 0.34,高于 2Q25 的 0.27[7] Operational Performance - Rumo 运输量最大,为 234 亿 TKU,增长 8%[12] - Rumo 的平均票价降低 6%[12] - Compass 的 EBITDA 增长 6%[12] - Raízen 的甘蔗压榨量为 3500 万吨,增长 7%[13] - Radar 的 EBITDA 下降 26%,主要原因是租赁农业地产的影响[13] - Radar 投资组合中的土地价值为 168 亿雷亚尔,其中 Cosan 的股份为 52 亿雷亚尔[13] Liability Management - 总债务从 3Q24 的 242 亿雷亚尔降至 3Q25 的 216 亿雷亚尔[15] - 净债务从 2Q25 的 175 亿雷亚尔增至 3Q25 的 182 亿雷亚尔[15] - 平均债务期限为 5.9 年[17] - 平均债务成本为 0.89%[17] Managerial Cash Handling - 期初现金及现金等价物为 39.75 亿雷亚尔[20] - 收到的股息和权益资本利息为 4800 万雷亚尔[20] - 利息和其他财务费用为 5.63 亿雷亚尔[20] - 期末现金及现金等价物为 34.53 亿雷亚尔[20]
Ondas Holdings Inc. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:ONDS) 2025-11-13
Seeking Alpha· 2025-11-13 14:03
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
ITOCHU Corporation (ITOCY) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2025-11-11 21:11
Financial Performance - Consolidated net profit for the first half of FY 2025 reached JPY 500.3 billion, an increase of JPY 61.8 billion year-on-year, marking a record high level [2] - The strong performance was primarily driven by robust results in the non-resource sector, despite extraordinary gains from asset replacements [2] - Progress toward the full year profit forecast of JPY 900 billion has reached 56%, exceeding initial expectations [2] Profit Forecast - The full year consolidated net profit forecast remains unchanged at JPY 900 billion, while the core profit forecast has been revised to a range from JPY 800 billion to JPY 820 billion [3] - The initial core profit plan was set between JPY 770 billion and JPY 850 billion, but the lower limit has been raised due to steady progress in the first half [3] Segment Forecast - The forecast for Metals & Minerals has been revised downward due to challenging circumstances in the first half [4] - Conversely, forecasts for Textile, Food, ICT & Financial Business, The 8th, and Others have been revised upward [4]