Earnings call transcripts

Earnings call transcripts with speakers and Q&A, usually within hours. Each one comes with a summary, the guidance management gave, and what analysts pressed on, free to read.

3,559 transcripts · 1,676 companiesHow to read a callBy API: the earnings call transcripts API.

Older calls

Page 206 of 297 · 3,559 calls

  • Pfizer (PFE) Q3 2025 earnings call

    Management framed the quarter as disciplined execution alongside strategic repositioning, emphasizing policy clarity, pipeline investment and selective commercial headwinds.

    Nov 04, 2025Mildly positive0.35
  • Vornado Realty Trust (VNO) Q3 2025 earnings call

    Management framed the call around strengthening Manhattan office demand, Penn District leasing momentum and a 2027 earnings inflection, while arguing New York political concerns have not hurt demand.

    Nov 04, 2025Confident0.82
  • Hertz Global Holdings (HTZ) Q3 2025 earnings call

    Management framed the quarter as steady execution on fleet economics, utilization and commercial recovery while building optionality beyond rental cars.

    Nov 04, 2025Confident0.72
  • Sterling Infrastructure (STRL) Q3 2025 earnings call

    Management framed the quarter around durable infrastructure demand, expanding project complexity, and growing visibility, while acknowledging persistent residential weakness.

    Nov 04, 2025Confident0.82
  • Orthofix Medical (OFIX) Q3 2025 earnings call

    Management emphasized accelerating U.S. commercial execution, innovation-led growth and disciplined cash generation while tempering near-term expectations around Q4 comparability and working capital. 25% top-30 U.S.

    Nov 04, 2025Confident0.78
  • Molson Coors Beverage (TAP) Q3 2025 earnings call

    New CEO framed a portfolio and organizational reset aimed at restoring growth while characterizing 2025’s incremental industry weakness as cyclical.

    Nov 04, 2025Mildly positive0.15
  • Zoetis (ZTS) Q3 2025 earnings call

    Management framed the quarter as a moderation driven by weaker therapeutic clinic visits and a strong comparison, while emphasizing resilience in livestock and alternative channels.

    Nov 04, 2025Mildly positive0.35
  • Eastman Chemical (EMN) Q3 2025 earnings call

    Management framed 2026 recovery around cost reductions, utilization, circular growth and normalized demand, while emphasizing unusually high timing uncertainty.

    Nov 04, 2025Mildly positive0.30
  • Henry Schein (HSIC) Q3 2025 earnings call

    Management framed the quarter as a return to commercial momentum, with cyber disruption fading and multi-year efficiency initiatives expanding the earnings runway.

    Nov 04, 2025Confident0.78
  • Uber Technologies (UBER) Q3 2025 earnings call

    Management framed Q3 as broad-based, trips-led growth funding cross-platform engagement, autonomous vehicles, and sustained profitability investments.

    Nov 04, 2025Confident0.86
  • First Watch Restaurant Group (FWRG) Q3 2025 earnings call

    Management framed the quarter as evidence that traffic gains, disciplined pricing and strong openings can sustain growth despite a difficult consumer backdrop.

    Nov 04, 2025Confident0.82
  • Zepp Health (ZEPP) Q3 2025 earnings call

    Management framed the quarter as validation of its premium sports-tech strategy, with improving margins and operating discipline supporting continued growth.

    Nov 04, 2025Confident0.76

Companies covered

1,676 companies

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