The Timken Company (NYSE:TKR) Q3 2025 Earnings Call October 29, 2025 11:00 AM ET Speaker7Good morning. My name is Emily, and I will be your conference operator today. At this time, I would like to welcome everyone to Timken's third quarter earnings release conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, then the number one on ...

ITT (NYSE:ITT) Q3 2025 Earnings Call October 29, 2025 08:30 AM ET Company ParticipantsJoseph Giordano - Managing DirectorMark Macaluso - VP of Investor Relations and Global CommunicationsEmmanuel Caprais - CFOLuca Savi - CEO and PresidentJoe Ritchie - Managing DirectorConference Call ParticipantsJeff Hammond - Managing Director and Equity Research AnalystNone - AnalystMike Halloran - Senior Research AnalystMatt Summerville - Managing Director and Senior Research AnalystVlad Bystricky - AnalystDamian Karas - ...

ITT (NYSE:ITT) Q3 2025 Earnings Call October 29, 2025 08:30 AM ET Company ParticipantsJoseph Giordano - Managing DirectorMark Macaluso - VP of Investor Relations and Global CommunicationsEmmanuel Caprais - CFOLuca Savi - CEO and PresidentJoe Ritchie - Managing DirectorConference Call ParticipantsJeff Hammond - Managing Director and Equity Research AnalystNone - AnalystMike Halloran - Senior Research AnalystMatt Summerville - Managing Director and Senior Research AnalystVlad Bystricky - AnalystDamian Karas - ...

SiteOne Landscape Supply (NYSE:SITE) Q3 2025 Earnings Call October 29, 2025 08:00 AM ET Speaker0Greetings and welcome to the SiteOne Landscape Supply Inc. 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 during the conference, please press *0 on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the conference over ...

Brown & Brown (NYSE:BRO) Q3 2025 Earnings Call October 28, 2025 08:00 AM ET Company ParticipantsAndrew Watts - CFOPowell Brown - President and CEOConference Call ParticipantsRob Cox - AnalystNone - AnalystJosh Schenker - AnalystNone - AnalystNone - AnalystElyse Greenspan - AnalystMark Hughes - Equity AnalystNone - AnalystMatthew Heimermann - AnalystNone - AnalystMike Zaremski - AnalystOperatorGood morning and welcome to the Brown & Brown, Inc. Third Quarter Earnings Call. Today's call is being recorded. Ple ...

Brown & Brown (NYSE:BRO) Q3 2025 Earnings Call October 28, 2025 08:00 AM ET Speaker6Good morning and welcome to the Brown & Brown, Inc. Third Quarter Earnings Call. Today's call is being recorded. Please note that certain information discussed during this call, including information contained in the slide presentation posted in connection with this call and including answers given in response to your questions, may relate to future results and events or otherwise be forward-looking in nature. Such statement ...

核心观点 - Guggenheim维持公司买入评级 目标价1450美元 认为公司业绩取得稳步进展且手握多张增长王牌为未来扩张蓄势待发 [1] 财务业绩与展望 - 公司三季度营收增长由会员增长 价格调整及广告收入加速共同推动 [1] - 公司四季度营收展望略超此前指引 [1] - 公司三季度核心营业利润率为33.6% 高于公司指引的31.5% [2] - 公司报表营业利润率受巴西一次性税收影响有所下降 [2] - 广告业务在三季度创下历史最佳销售纪录 预计2025年广告收入将实现翻倍以上增长 [1] 用户参与度与内容策略 - 公司美国市场季度观看份额创历史新高 三季度总观看时长略高于上半年水平 [2] - 公司预计四季度将凭借《怪奇物语》等新内容维持用户参与度增长势头 [2] 增长路径与战略方向 - 公司管理层强调聚焦有机增长 对并购机会保持审慎态度 明确表示无意收购传统媒体资产 [1] - 公司通过多项合作拓展增长路径 包括与美泰及孩之宝合作开发IP周边商品 与Spotify合作推出播客内容 [2] - 公司计划在四季度推出广告互动功能及扩大程序化广告投放 亚马逊通过需求方平台将于四季度起在全球上线 [2] - 展望2026年 预计公司通过广告业务扩张 视频游戏开发 IP生态构建 播客及直播内容合作等五大方向推动增量增长 [2] 估值 - 目标价1450美元基于42.5倍2026年预期市盈率 较整个科技板块存在约70%的溢价 [2] - 估值溢价反映出对公司流媒体行业领先地位及长期价值创造能力的信心 [2]

Revvity (NYSE:RVTY) Q3 2025 Earnings Call October 27, 2025 08:00 AM ET Speaker0Ladies and gentlemen, thank you for joining us, and welcome to the Q3 twenty twenty five Revity Earnings Conference Call. After today's prepared remarks, we will host a question and answer session. I will now hand the conference over to Steve Willoughby, SVP, Investor Relations. Steve, please go ahead.Speaker1Thank you, operator. Good morning, everyone, and welcome to Revity's third quarter twenty twenty five earnings conference ...

Knowles (NYSE:KN) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsJohn Anderson - SVP and CFOSarah Cook - VP of Investor RelationsJeffrey Niew - President and CEOConference Call ParticipantsRobert Labick - Senior Equity Research AnalystAnthony Stoss - Senior Equity Research AnalystChristopher Rolland - Senior Equity Research AnalystTristan Gerra - Senior Equity Research AnalystOperatorThank you for standing by. My name is Eric, and I will be your conference operator today. At this tim ...

Knowles (NYSE:KN) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsJohn Anderson - SVP and CFOSarah Cook - VP of Investor RelationsJeffrey Niew - President and CEOConference Call ParticipantsRobert Labick - Senior Equity Research AnalystAnthony Stoss - Senior Equity Research AnalystChristopher Rolland - Senior Equity Research AnalystTristan Gerra - Senior Equity Research AnalystOperatorThank you for standing by. My name is Eric, and I will be your conference operator today. At this tim ...