Sunrise Realty Trust, Inc. ( SUNS ) Q3 2025 Earnings Call November 13, 2025 10:00 AM EST Company Participants Gabriel Katz - Chief Legal Officer Leonard Tannenbaum - Founder & Executive Chairman Brian Sedrish - Partner, CEO & Director Brandon Hetzel - CFO & Treasurer Conference Call Participants Timothy D'Agostino - B. Riley Securities, Inc., Research Division Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.

RCL sees strong bookings, firm pricing and rising demand for new ships and destinations, supporting growth across upcoming seasons.

Enbridge demonstrated stable growth in Q3, driven by gas transmission, storage, and emerging renewables, despite modest liquid pipeline results. ENB reaffirmed 2025 guidance, expecting adjusted EBITDA at the upper end of $19.4–$20 billion and distributable cash flow per share of $5.50–$5.90. The stability, predictable cash generation, and attractive yield make ENB appealing, especially as interest rates eventually decline.

Lowe's Q3 2025 results on Nov. 19 are likely to test its earnings streak as Pro strength, digital upgrades and margin efforts meet housing headwinds.

Citigroup (C) reported earnings 30 days ago. What's next for the stock?

Goldman (GS) reported earnings 30 days ago. What's next for the stock?

Hancock Whitney (HWC) reported earnings 30 days ago. What's next for the stock?

JPMorgan Chase & Co. (JPM) reported earnings 30 days ago. What's next for the stock?

Wells Fargo (WFC) reported earnings 30 days ago. What's next for the stock?

Johnson & Johnson (JNJ) reported earnings 30 days ago. What's next for the stock?

GlobalFoundries Inc. remains strategically important in silicon photonics, SATCOM, and domestic chip manufacturing, benefiting from supply chain shifts and regulatory trends. GFS delivered solid financials: $1.69B revenue, 26% gross margin, $232M net income, and strong free cash flow, but near-term growth is soft. Valuation appears inexpensive on EV/EBITDA and price-to-cash-flow, with low leverage, yet the stock trades above its earnings-based fair value.

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.

Major U.S. equities indexes fell Thursday, a day after President Donald Trump signed a funding bill to end the longest federal shutdown in U.S. history. Technology shares dragged the Nasdaq down nearly 2%, while the S&P 500 and Dow Jones Industrial Average were also lower.

Paysafe shares sank Thursday (Nov. 13) on the heels of third-quarter earnings results. Although eCommerce growth was in the double digits, it moderated somewhat.

flyExclusive is upgraded to a speculative buy as acquisitions transform it into a private jet life cycle value extraction company. Recent deals include Volato's Aircraft Sales Division and Jet.AI's Aviation business, strengthening FLYX's brokerage, tech, and operational scale. Acquisitions add high-margin business and digital capabilities, but integration risks and unclear profit impact remain near-term concerns.

MasTec, Inc. MTZ offers services to the renewables market through its Clean Energy and Infrastructure segment, which is one of its non-pipeline businesses. From the start of 2025, the company has witnessed robust growth in renewables projects, given the market's inclination toward the clean energy transition.

AROC expects contract operations revenues to range from $1.27 billion to $1.28 billion, supported by a healthy adjusted gross margin of 71-71.5%.

CSCO posts strong fiscal Q1 with earnings and revenue beats, solid ARR gains and upbeat guidance for fiscal 2026.

Stride, Inc. LRN offers online and blended education solutions that merge digital flexibility with in-person engagement. As the market is shifting from traditional school choices to more virtual and career-oriented options, the diversified offerings by the company fit perfectly in the puzzle.

When the U.S. rolled out fresh sanctions targeting Russia's oil sector in January 2025, prohibiting American citizens from providing oilfield services to Russian entities, Houston-based energy giant SLB was widely expected to finally exit the market it had promised to leave three years earlier.