Uniti Group Inc. (UNIT) Q3 2025 Earnings Call Transcript — Neutral

UNIT   Seeking Alpha — November 04, 2025

Uniti Group Inc. ( UNIT ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Bill DiTullio Kenneth Gunderman - President, CEO & Director Paul Bullington - Senior EVP & CFO John Harrobin Conference Call Participants Gregory Williams - TD Cowen, Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Michael Rollins - Citigroup Inc., Research Division Richard Choe - JPMorgan Chase & Co, Research Division David Barden Brendan Lynch - Barclays Bank PLC, Research Division Matthew Griffiths - BofA Securities, Research Division Presentation Operator Good morning, and welcome to today's conference call to …

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Diamondback Energy, Inc. (FANG) Q3 2025 Earnings Call Transcript — Neutral

FANG   Seeking Alpha — November 04, 2025

Diamondback Energy, Inc. ( FANG ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Adam Lawlis - Vice President of Investor Relations Kaes Van't Hof - CEO & Director Albert Barkmann - EVP & Chief Engineer Daniel Wesson - Executive VP & COO Jere Thompson - Executive VP & CFO Conference Call Participants Neal Dingmann - William Blair & Company L.L.C., Research Division David Deckelbaum - TD Cowen, Research Division Arun Jayaram - JPMorgan Chase & Co, Research Division Neil Mehta - Goldman Sachs Group, Inc., Research Division Phillip Jungwirth - BMO Capital Markets Equity Research …

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Marathon Petroleum Corporation (MPC) Q3 2025 Earnings Call Transcript — Neutral

MPC   Seeking Alpha — November 04, 2025

Marathon Petroleum Corporation ( MPC ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Kristina Kazarian - Vice President of Finance & Investor Relations Maryann Mannen - President, CEO & Director John Quaid - Executive VP & CFO Rick Hessling - Chief Commercial Officer Michael Hennigan - Executive Chairman of the Board Conference Call Participants Neil Mehta - Goldman Sachs Group, Inc., Research Division Manav Gupta - UBS Investment Bank, Research Division Douglas George Blyth Leggate - Wolfe Research, LLC Sam Margolin - Wells Fargo Securities, LLC, Research Division Paul Cheng - Scotiabank Global Banking and …

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LKQ Corporation (LKQ) Presents at 49th Annual Automotive Symposium Transcript — Neutral

LKQ   Seeking Alpha — November 04, 2025

LKQ Corporation ( LKQ ) 49th Annual Automotive Symposium November 4, 2025 11:30 AM EST Company Participants Justin Jude - President, CEO & Director Rick Galloway - Senior VP & CFO Conference Call Participants Brian Sponheimer - Gabelli Funds, LLC Presentation Brian Sponheimer Gabelli Funds, LLC All right. So moving along, we now have LKQ Corp., which keeping along with the theme we touched on yesterday, financial engineering.

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CDW Corporation (CDW) Q3 2025 Earnings Call Transcript — Neutral

CDW   Seeking Alpha — November 04, 2025

CDW Corporation ( CDW ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Steven O'Brien - Vice President of Investor Relations Christine Leahy - Chair of the Board, President & CEO Albert Miralles - CFO & Executive VP of Enterprise Business Operations Conference Call Participants Amit Daryanani - Evercore ISI Institutional Equities, Research Division Keith Housum - Northcoast Research Partners, LLC Erik Woodring - Morgan Stanley, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Harry Read - Rothschild & Co Redburn, Research Division David Vogt - UBS Investment Bank, Research Division Adam Tindle …

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Bioventus Inc. (BVS) Q3 2025 Earnings Call Transcript — Neutral

BVS   Seeking Alpha — November 04, 2025

Bioventus Inc. ( BVS ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants David Crawford - Vice President of Investor Relations & Treasurer Robert Claypoole - President, CEO & Director Mark Singleton - Senior VP & CFO Conference Call Participants Chase Knickerbocker - Craig-Hallum Capital Group LLC, Research Division Ross Osborn - Cantor Fitzgerald & Co., Research Division Caitlin Cronin - Canaccord Genuity Corp., Research Division Presentation Operator Good day, and welcome to the Bioventus Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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Xometry, Inc. (XMTR) Q3 2025 Earnings Call Transcript — Neutral

XMTR   Seeking Alpha — November 04, 2025

Xometry, Inc. ( XMTR ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Shawn Milne - Vice President of Investor Relations Randolph Altschuler - Co-Founder, CEO & Director James Miln - CFO & Principal Accounting Officer Sanjeev Sahni - President Conference Call Participants Andrew Boone - Citizens JMP Securities, LLC, Research Division Brian Drab - William Blair & Company L.L.C., Research Division Greg Palm - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Hi, and welcome to Xometry's Earnings Conference Call.

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PJT Partners Inc. (PJT) Q3 2025 Earnings Call Transcript — Neutral

PJT   Seeking Alpha — November 04, 2025

PJT Partners Inc. ( PJT ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Paul Taubman - Founder, Chairman & CEO Helen Meates - Chief Financial Officer Conference Call Participants Devin Ryan - Citizens JMP Securities, LLC, Research Division James Yaro - Goldman Sachs Group, Inc., Research Division Brendan O'Brien - Wolfe Research, LLC Alexander Bond - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Good morning. Welcome to the PJT Partners Third Quarter and 9 Months 2025 Earnings Conference Call.

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Thomson Reuters Corporation (TRI:CA) Q3 2025 Earnings Call Transcript — Neutral

TRI   Seeking Alpha — November 04, 2025

Thomson Reuters Corporation ( TRI:CA ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Gary Bisbee - Head of Investor Relations Stephen Hasker - President, CEO & Director Michael Eastwood - Chief Financial Officer Conference Call Participants Drew McReynolds - RBC Capital Markets, Research Division Vince Valentini - TD Cowen, Research Division Jason Haas - Wells Fargo Securities, LLC, Research Division Manav Patnaik - Barclays Bank PLC, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Aravinda Galappatthige - Canaccord Genuity Corp., Research Division Maher Yaghi - Scotiabank Global Banking and Markets, Research …

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Vornado Realty Trust (VNO) Q3 2025 Earnings Call Transcript — Neutral

VNO   Seeking Alpha — November 04, 2025

Vornado Realty Trust ( VNO ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Steven Borenstein - Executive VP, Corporation Counsel & Secretary Steven Roth - Chairman of the Board & CEO Michael Franco - President & CFO Glen Weiss - Executive VP of Office Leasing & Co-Head of Real Estate Barry Langer - Executive VP of Development & Co-Head of Real Estate Thomas Sanelli - Executive VP of Finance & Chief Administrative Officer Conference Call Participants Steve Sakwa - Evercore ISI Institutional Equities, Research Division Floris Gerbrand Van Dijkum - Ladenburg Thalmann & Co. Inc., …

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SOPHiA GENETICS SA (SOPH) Q3 2025 Earnings Call Transcript — Neutral

SOPH   Seeking Alpha — November 04, 2025

SOPHiA GENETICS SA ( SOPH ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Kellen Sanger - Head of Strategy and Investor Relations Jurgi Camblong - Co-Founder, CEO & Director Ross Muken - President George Cardoza - Executive VP & CFO Conference Call Participants William Bonello - Craig-Hallum Capital Group LLC, Research Division Subhalaxmi Nambi - Guggenheim Securities, LLC, Research Division Mark Massaro - BTIG, LLC, Research Division Kyle Boucher - TD Cowen, Research Division Presentation Operator Good morning. My name is Kelsey, and I'll be your conference operator today.

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Hillman Solutions Corp. (HLMN) Q3 2025 Earnings Call Transcript — Neutral

HLMN   Seeking Alpha — November 04, 2025

Hillman Solutions Corp. ( HLMN ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Michael Koehler - VP of Investor Relations & Treasury Jon Adinolfi - President, CEO & Director Robert Kraft - CFO & Treasurer Conference Call Participants Peter Lucas W. Andrew Carter - Stifel, Nicolaus & Company, Incorporated, Research Division Reuben Garner - The Benchmark Company, LLC, Research Division Elaine Ku David Manthey - Robert W.

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Clorox Q1 Earnings Beat Estimates, Organic Sales Fall 17% Y/Y — Positive

CLX   Zacks Investment Research — November 04, 2025

CLX posts Q1 earnings and sales above estimates despite steep year-over-year declines tied to its U.S. ERP transition.

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INSP Stock Gains Following Q3 Earnings Beat, Gross Margin Expands — Positive

INSP   Zacks Investment Research — November 04, 2025

Inspire Medical tops third-quarter 2025 estimates as revenue climbs and gross margin improves, with full-year EPS guidance raised.

image for news INSP Stock Gains Following Q3 Earnings Beat, Gross Margin Expands

Aware Stock Down Post Q3 Earnings Despite Strong Revenue Growth — Neutral

AWRE   Zacks Investment Research — November 04, 2025

AWRE reports strong third-quarter 2025 revenue growth from license sales and recurring streams as it advances its transformation strategy.

image for news Aware Stock Down Post Q3 Earnings Despite Strong Revenue Growth

Palantir Technologies Earnings Review: Buy the Dip? — Neutral

PLTR   Zacks Investment Research — November 04, 2025

Palantir Technologies ( PLTR ) reported strong quarterly results Monday after the close, beating expectations on both the top and bottom line. The company posted adjusted earnings of $0.21 per share, above the $0.17 consensus, on revenue of $1.18 billion, also topping estimates of $1.09 billion.

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What to Note Ahead of Parker-Hannifin's Q1 Earnings Release? — Negative

PH   Zacks Investment Research — November 04, 2025

PH readies its fiscal Q1 2026 report with strong aerospace demand and margin discipline offsetting softness in industrial markets.

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Shopify: Payments Acceleration, GMV Expansion, And Global Opportunity — Positive

SHOP   Seeking Alpha — November 04, 2025

Shopify Inc. remains a Buy despite a post-earnings dip, as accelerating revenue and GMV growth highlight strong execution amid a shakier macroeconomy. E-commerce penetration is still low globally, with SHOP's TAM estimated at $849 billion, leaving significant room for expansion and growth. SHOP's diversified merchant base, expanding payments business, and AI-driven innovation support continued growth and margin improvement.

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Ferrovial announces a change in the dividend payment date — Neutral

FER   PRNewsWire — November 04, 2025

AMSTERDAM , Nov. 4, 2025 /PRNewswire/ -- Reference is made to the announcements (i) dated 15 October 2025, announcing the declaration by Ferrovial SE ("Ferrovial", Ticker: "FER") of an interim scrip dividend of in aggregate EUR 342 million; and (ii) dated 23 October 2025, announcing the dividend per share in the share capital of Ferrovial, with a nominal value of EUR 0.01 each, amounting to EUR 0.4769. Ferrovial announces that the dividend payment date will be accelerated and is now expected to be from 25 November 2025 instead of from 3 December 2025, as disclosed in the announcement dated 15 …

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Spotify: Solid Premium Growth As Price Increases Are Set To Kick In — Positive

SPOT   Seeking Alpha — November 04, 2025

Spotify delivered strong Q3 results, with robust Premium subscriber growth, expanding margins, and record free cash flow despite a volatile consumer environment. SPOT's price increases in the United States and Europe have shown minimal impact on retention, highlighting price inelasticity and room for further hikes to offset inflation. AI integrations and ongoing free cash flow expansion support the investment thesis, while FX headwinds are expected to ease, potentially accelerating reported growth next year.

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