Alliance Laundry (NYSE:ALH) Q3 2025 Earnings Call November 13, 2025 08:00 AM ET Company ParticipantsKetan Mamtora - Director of Building Products Equity ResearchMike Schoeb - CEOBob Calver - VP of Investor RelationsDean Nolden - CFOChris Snyder - Executive DirectorTomo Sano - Managing DirectorConference Call ParticipantsMike Halloran - Senior Research AnalystNone - AnalystDamian Karas - Senior Equity Research AnalystSusan Maklari - Senior Equity Research AnalystAndrew Obin - Equity Research AnalystOperatorG ...

Edgewell Personal Care Company (NYSE:EPC) Q4 2025 Earnings Call November 13, 2025 08:00 AM ET Company ParticipantsChris Gough - VP of Investor RelationsNick Modi - Managing DirectorOlivia Tong - Managing DirectorFran Weissman - CFORod Little - President and CEOConference Call ParticipantsChris Carey - Head of Consumer Staples Research and Senior Equity AnalystPeter Grom - Equity Research AnalystSusan Anderson - Managing Director and Senior AnalystOperatorGood morning and welcome to Edgewell's fourth quarter ...

Alliance Laundry (NYSE:ALH) Q3 2025 Earnings Call November 13, 2025 08:00 AM ET Company ParticipantsKetan Mamtora - Director of Building Products Equity ResearchMike Schoeb - CEOBob Calver - VP of Investor RelationsDean Nolden - CFOChris Snyder - Executive DirectorTomo Sano - Managing DirectorConference Call ParticipantsMike Halloran - Senior Research AnalystNone - AnalystDamian Karas - Senior Equity Research AnalystSusan Maklari - Senior Equity Research AnalystAndrew Obin - Equity Research AnalystOperatorG ...

Canadian Solar (NasdaqGS:CSIQ) Q3 2025 Earnings Call November 13, 2025 08:00 AM ET Company ParticipantsIsmael Guerrero - Corporate VP and PresidentBrian Lee - Chief Risk OfficerXinbo Zhu - SVP and CFOShawn Qu - Chairman and CEOYan Zhuang - PresidentWina Huang - Head of Investor RelationsConference Call ParticipantsAlan Lau - Equity Research AnalystPhilip Shen - Senior Research AnalystColin Rusch - AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Canadian Solar's third quarter 2025 ...

Alvotech (NasdaqGM:ALVO) Q3 2025 Earnings Call November 13, 2025 08:00 AM ET Company ParticipantsJoseph McClellan - COOLinda Jonsdottir - CFOBenedikt Stefansson - VP of Investor RelationsRóbert Wessman - CEOConference Call ParticipantsAsh Verma - Stock AnalystThibault Boutherin - Research AnalystArvid Necander - Equity Research AnalystOperatorGood day, and thank you for standing by. Welcome to the Alvotech Q3 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the ...

Companhia Paranaense de Energia (NYSE:ELP) Q3 2025 Earnings Call November 13, 2025 08:00 AM ET Company ParticipantsVictor Cunha - Equity Research AssociateNone - TranslatorGiuliano Ajeje - Executive DirectorDaniel Slaviero - CEOJoão Pimentel - Equity Research DirectorConference Call ParticipantsJoão Pedro Herrero - Equity Research AnalystOperatorGood evening, ladies and gentlemen. Welcome to Companhia Paranaense de Energia COPEL's video conference call to discuss third quarter 2025 earnings results.Esta vid ...

Financial Data and Key Metrics Changes - The company reported a core EPS growth of 16% year-over-year, supported by record core earnings and strong underlying business growth across various segments [10][12][28] - The LICAT ratio remained strong at 138%, providing a buffer above the supervisory target ratio, while the leverage ratio improved to 22.7% [10][27] - Book value per share increased by 7% year-over-year, reflecting continued capital return to shareholders [10][26] Business Line Data and Key Metrics Changes - Insurance new business performance showed growth of 15% or greater in new business CSM across all segments, with APE sales increasing by 8% year-over-year [14][9] - Asia segment core earnings increased by 29% year-over-year, with new business CSM and value metrics rising by 18% and 7% respectively [21][11] - Global WAM reported a 19% growth in pre-tax core earnings, despite net outflows of $6.2 billion due to challenges in the North American retail market [22][15] Market Data and Key Metrics Changes - The company experienced net outflows of $6.2 billion in global WAM, primarily due to pressures in the U.S. retirement channel and intermediary channels [15][22] - APE sales in Canada increased by 9% year-over-year, driven by strong growth in the individual insurance business [24] - The U.S. segment saw a 51% increase in APE sales, although core earnings decreased by 20% year-over-year due to unfavorable life insurance claims experience [25] Company Strategy and Development Direction - The refreshed enterprise strategy focuses on sustainable growth, leveraging strengths in Asia and global WAM, and entering the Indian insurance market through a joint venture with Mahindra [7][6] - The company aims to become an AI-powered organization, enhancing product offerings and customer engagement through digital innovation [8][9] - The strategy emphasizes balanced growth across markets, with continued investments in Canada and the U.S. to sustain scale and capital generation [60][59] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2027 financial targets, highlighting strong fundamentals and growth potential in Asia and global WAM [10][28] - The company anticipates challenges in net flows but remains optimistic about future earnings potential driven by strong market fundamentals [22][25] - Management noted the importance of adapting strategies to evolving external environments to ensure long-term success [58][59] Other Important Information - The company completed its annual basis change, resulting in a net favorable impact of a $605 million decrease in overall pre-tax fulfillment cash flows [18][19] - The company expects remittances for 2025 to be approximately $6 billion, contributing to a cumulative target of at least $22 billion by 2027 [27][28] Q&A Session Summary Question: Details on the India venture - Management highlighted the favorable regulatory environment and digital infrastructure in India, with plans to enter the market through a joint venture with Mahindra, expected to take 12-18 months for regulatory approvals [31][32][33] Question: Outlook for Asia markets - Management noted strong sales momentum in Asia, with broad-based success across multiple markets, and expressed optimism for continued growth [38][39] Question: Private credit exposure - The company reported a below-investment-grade private credit portfolio of around CAD 4 billion, emphasizing strong performance and low risk [41][42] Question: Impact of GMWAM fee changes - Management confirmed guidance of about $25 million per quarter in impacts from fee changes, with proactive measures taken to mitigate effects [48][49] Question: Actuarial review and LTC assumptions - Management discussed the favorable impact of the LTC triennial review, reflecting higher medical inflation and utilization trends [50][51][52] Question: Strategy refresh rationale - Management explained the need for a refreshed strategy to adapt to changing external environments while maintaining focus on balanced growth across markets [57][58][60]

Companhia Paranaense de Energia (NYSE:ELP) Q3 2025 Earnings Call November 13, 2025 08:00 AM ET Company ParticipantsVictor Cunha - Equity Research AssociateNone - TranslatorGiuliano Ajeje - Executive DirectorDaniel Slaviero - CEOJoão Pimentel - Equity Research DirectorConference Call ParticipantsJoão Pedro Herrero - Equity Research AnalystNoneGood evening, ladies and gentlemen. Welcome to Companhia Paranaense de Energia Copel's video conference call to discuss third quarter 2025 earnings results.Operator[For ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $13.8 million, down $1.2 million, or 8% year-over-year [12] - Gross profit decreased by $1.1 million, or 11%, to $8.8 million compared to Q3 2024 [14] - Net loss attributable to stockholders for Q3 2025 was $22.6 million, or $12.14 per share, compared to a net loss of $9.3 million, or $13.10 per share for Q3 2024 [17] Business Line Data and Key Metrics Changes - Revenue from energy-based devices (EBD) increased 2% year-over-year to $9.5 million [12] - Revenue from product systems decreased by 12%, products other revenue decreased by 15%, and services revenue decreased by 5% [12] - The percentage of total systems revenue from internal lease programs was approximately 27%, up from 23% in the prior year [13] Market Data and Key Metrics Changes - U.S. revenue decreased by $1.1 million, or 12% year-over-year, while international revenue decreased by $0.2 million, or 3% year-over-year [12] - The company anticipates GLP-1 usage to grow to more than 32 million patients globally by 2030, which is expected to drive demand for its technologies [6] Company Strategy and Development Direction - The company is focusing on a turnaround strategy initiated in 2023, emphasizing the launch of the Venus Nova product as part of its strategic initiative [5][6] - The pending sale of the Venus hair business is seen as a strategic move to concentrate on the global medical aesthetics business [10] - The company aims to enhance its product portfolio to focus on total practice performance, integrating patient management from entry to post-treatment [8] Management's Comments on Operating Environment and Future Outlook - Management noted challenges in the hair restoration business due to economic uncertainty and tight credit markets affecting robotic system adoption [4] - The company is managing cash burn through disciplined cost management and is evaluating strategic alternatives to maximize shareholder value [11][19] - The company is not providing full-year 2025 financial guidance due to ongoing market conditions and strategic evaluations [19] Other Important Information - The company has made significant progress in improving its balance sheet, with cash and cash equivalents of $5.9 million and total debt obligations reduced to approximately $30.1 million [18] - The company has engaged in multiple transactions to enhance its financial profile, including a debt-to-equity exchange totaling $11.4 million [8][19] Q&A Session Summary Question: What is the outlook for the Venus hair business sale? - The company is facing challenges in closing the sale of the Venus hair business to MHG Coal Limited and is seeking assistance from the Delaware Court to meet closing conditions [9]

Alvotech (NasdaqGM:ALVO) Q3 2025 Earnings Call November 13, 2025 08:00 AM ET Speaker2Good day, and thank you for standing by. Welcome to the Alvotech Q3 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press *11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please pre ...