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Newell Brands(NWL) - 2025 Q3 - Earnings Call Transcript
2025-10-31 20:30
Newell Brands (NasdaqGS:NWL) Q3 2025 Earnings Call October 31, 2025 07:30 AM ET Speaker2Good morning and welcome to Newell Brands' third quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. After a brief discussion by management, we will open up the call for questions. To ask a question, please press star one one. If your question has been answered and you'd like to remove yourself from the queue, press star one one again. In order to stay within the time scheduled ...
CSW Industrials (CSW) Q2 2026 Earnings Transcript
Yahoo Finance· 2025-10-30 23:19
And I'm honored to continue serving our company in this role. I eagerly look forward to the success that we can achieve together in the decade ahead. At this time, I'll turn the call over to James for a closer look at our results.We expect to close on Mars Parts, our largest acquisition to date, very soon. As we continue to maintain a long-term perspective, investing in growth opportunities for the future. In light of the compelling growth and value creation opportunity ahead of us in our second decade, I h ...
Tenaris S.A.(TS) - 2025 Q3 - Earnings Call Transcript
2025-10-30 22:02
Tenaris (NYSE:TS) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsRodrigo Almeida - VP of Equity ResearchGabriel Podskubka - COOGiovanni Sardagna - Director of Investor RelationsGuillermo Moreno - President of U.S. OperationsCarlos Gómez Álzaga - CFOPaolo Rocca - Chairman and CEOConference Call ParticipantsMarc Bianchi - Managing Director and Senior Equity Research AnalystDavid Anderson - Managing Director and Senior Equity Research AnalystMatt Smith - Managing Director and Senior Equ ...
CAT Q3 Earnings & Revenues Beat Estimates on Higher Volumes
ZACKS· 2025-10-30 01:40
Key Takeaways Caterpillar's adjusted EPS of $4.95 topped estimates but fell 4% year over year.Revenues hit a record $17.6B, up 9.5% on higher volumes across all segments.Operating margin slipped to 17.3% amid elevated tariffs and higher expenses.Caterpillar Inc. (CAT) reported adjusted earnings per share of $4.95 for the third quarter of 2025, which beat the Zacks Consensus Estimate of $4.52 by a margin of 10%. The bottom line was, however, down 4% compared with the year-ago quarter.CAT delivered higher rev ...
Constellium (CSTM) Q3 2025 Earnings Transcript
Yahoo Finance· 2025-10-30 00:41
Please see the reconciliations of non-GAAP financial measures attached in today's slide presentation, which supplement our GAAP disclosures. And with that, I would now like to hand the call over to Jean-Marc Germain.Such statements include statements regarding the company's anticipated financial and operating performance, future events, and expectations. And may involve known and unknown risks and uncertainties. For a summary of specific risk factors that could cause results to differ materially from those ...
Earnings Movers: BA Falls, CAT Climbs, VZ Mixed
Youtube· 2025-10-29 22:31
英伟达 - 公司市值达到5万亿美元里程碑 [1] 波音公司 - 季度每股收益出现亏损,实际亏损7.47美元,远高于预期的2.38美元亏损 [2] - 季度销售额同比增长超过30%,达到233亿美元,高于去年同期的178亿美元 [3] - 商业航空业务销售额增长49%,占公司总销售额约70% [4] - 国防业务增长25%,全球服务业务增长超过9% [4] - 公司积压订单总额为6360亿美元,涉及5900个商业航空单元 [4] - 因777项目生产延迟,录得49亿美元税前费用,对每股收益造成负面影响 [4] - 尽管季度业绩不佳,但公司股价在过去一年内上涨超过40% [5] 卡特彼勒 - 季度经调整后每股收益为4.95美元,同比下降4%,但高于4.50美元的预期 [6] - 季度销售额增长10%,达到176亿美元,高于去年同期的167.7亿美元 [7] - 建筑和工业部门销售额增长约7%,能源和运输部门销售额增长17% [8] - 基础业务积压订单增加11.2%,达到20亿美元 [8] - 公司略微上调了全财年营收预期,尽管存在约15亿美元的关税影响 [9] - 公司宣布增加股息并进行11亿美元的股票回购 [9] 威瑞森 - 季度每股收益为1.21美元,略高于1.19美元的预期,较去年同期的0.78美元有显著提升 [11] - 季度销售额为338.2亿美元,较预期低约5亿美元,但同比仍增长约1.5% [11] - 消费者部门用户数减少约7000户,但宽带部门新增超过36000户用户,业务服务部门新增110000户用户 [12][13] - 公司提供了全财年营收指引,并预计消费者无线部门将在剩余财年恢复2%至2.5%的增长 [14]
Caterpillar(CAT) - 2025 Q3 - Earnings Call Presentation
2025-10-29 20:30
Third Quarter 2025 Financial Review October 29, 2025 3Q 2025 EARNINGS RELEASE Forward-Looking Statements Certain statements in this financial review relate to future events and expectations and are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "estimate," "will be," "will," "would," "expect," "anticipate," "plan," "forecast," "target," "guide," "project," "intend," "could," "should" or other similar words or expressions often ...
Tariff Impact Mixed, Mostly Moderate, So Far In Q3 Earnings
Investors· 2025-10-29 03:18
With earnings season in full swing, companies have thus far assuaged investors' worst fear: tariff costs. Heading into earnings season, economists and analysts had been holding their breath to see exactly how companies fared as tariffs kicked into full gear. Investors looked for any slipup in performance or guidance caused from harsher- than-expected tariff impacts. The expectation was that companies would… Related news These Are The 5 Best Stocks To Buy Now Or Watch 9:21 AM ETBuying a stock is easy, but bu ...
Carter’s(CRI) - 2025 Q3 - Earnings Call Presentation
2025-10-27 20:30
业绩总结 - 2025年第三季度净销售额为758百万美元,与2024年持平,变化为0%[2] - 2025年第三季度毛利润为342百万美元,毛利率为45.1%,较2024年下降4%[2] - 2025年第三季度运营收入为29百万美元,运营利润率为3.8%,较2024年下降62%[2] - 2025年第三季度净收入为12百万美元,净利率为1.5%,较2024年下降80%[2] - 2025年第三季度调整后净收入为27百万美元,调整后净利率为3.5%,较2024年下降55%[5] - 2025年第三季度EBITDA为33百万美元,较2024年下降63%[2] - 2025年第三季度美国零售部门净销售额为362百万美元,运营收入为10百万美元,运营利润率为2.8%[6] - 2025年第三季度美国批发部门净销售额为284百万美元,运营收入为44百万美元,运营利润率为15.5%[6] - 2025年第三季度国际部门净销售额为112百万美元,运营收入为9百万美元,运营利润率为8.2%[6] - 2025年第三季度调整后净利润为5700万美元,占净销售额的2.9%,同比下降54%[16] - 2025年第三季度调整后每股收益为1.57美元,同比下降54%[16] - 2025财年第三季度,净收入为1160万美元,较2024财年第三季度的5830万美元下降了80%[44] - 2025财年第三季度,调整后的EBITDA为5230万美元,较2024财年第三季度的9110万美元下降了42.6%[44] - 2025财年前三季度,合并净销售额为19亿7300万美元,同比下降0.6%[50] 用户数据 - 美国零售业务第三季度销售额为9.56亿美元,同比增长0.5%[17] - 美国批发业务第三季度销售额为7.27亿美元,同比下降3.8%[17] - 国际业务第三季度销售额为2.90亿美元,同比增长4.7%[17] - 预计2025年第四季度美国零售业务将实现低个位数的同比增长[34] 未来展望 - 2025年第四季度预计毛利率约为43%[34] - 预计因关税影响,税前收益将减少约2亿至2.5亿美元[33] - 公司在2025财年第三季度的财务报告中提到,面临全球经济和金融状况变化的风险[52] - 公司预计将受到消费者信心和消费支出变化的影响,尤其是在可自由支配支出方面[52] 新产品和新技术研发 - 公司计划通过减少15%的办公室岗位,预计每年节省约3500万美元[27] 市场扩张和并购 - 截至2025年9月27日,公司的总门店数量为1065家,较2024年9月28日的1039家增加了26家[51] 负面信息 - 组织重组计划的实施可能未能实现预期的节省,存在相关风险[52] - 公司面临的市场竞争加剧,可能影响销售增长和盈利能力[52] - 由于原材料和劳动力成本上升,公司面临利润率压力[52] - 全球供应链限制可能导致运输和其他成本的增加[52] - 公司在国际市场扩展方面面临挑战,可能影响未来的销售增长[52] - 公司需有效管理库存,以应对产品需求预测失败的风险[52] - 公司在信息技术系统方面的潜在漏洞可能导致个人数据丢失[52] - 公司需持续满足与债务相关的义务,以确保财务稳定[52]
Hasbro Revenues Rise Even as Shoppers are ‘Watching Their Wallets'
PYMNTS.com· 2025-10-24 03:49
Hasbro saw quarterly revenues rise amid delayed holiday orders and diminished spending among some consumers.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The toy and game maker reported earnings Thursday (Oct. 23 ...