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Triumph Financial, Inc.

TFIN

2025 Q2

Financial Services

3mo

Resolution of USPS Curfuffle Demonstrates Triumph's Strategic Effectiveness

Triumph successfully resolved a 5-year dispute with the United States Postal Service, recovering owed funds.
Management views this resolution as evidence of Triumph's ability to deliver on promises and strategically work through complex issues.

Triumph Financial, Inc.

TFIN

2025 Q3

Financial Services

5% Expense Base Reduction Announced

5% cut in expense base

Restructuring allowed us to cut 5% of our expense base with majority of savings in Q4, supporting margin expansion.

Hilltop Holdings Inc.

HTH

2025 Q2

Financial Services

3mo

Significant Legal Settlement Impact on PrimeLending

PrimeLending's results included a nonrecurring legal settlement of $9.5 million, positively impacting quarterly results.
This legal recovery is a notable, one-time event that boosted profitability amidst challenging market conditions.

PJT Partners Inc.

PJT

2025 Q2

Financial Services

2mo

Record-High Financial Results Amid Market Recovery

Second quarter revenues reached $407 million, up 13% YoY, with adjusted pretax income at $80 million, up 22%.
Six-month revenues increased 6%, with adjusted EPS up 29% for the quarter and 19% for the half.
Management emphasized the resilience and long-term investment commitment despite market turbulence.

Victory Capital Holdings, Inc.

VCTR

2025 Q2

Financial Services

2mo

Financial Performance Summary

Adjusted EBITDA was $179 million with a margin of 50.8%, slightly above guidance due to positive asset mix and annual fee realization.
Adjusted net income was $133 million or $1.57 per diluted share, a 15% increase in EPS from the prior quarter.
GAAP operating margin was 26.8%, impacted by $53 million in acquisition-related restructuring and integration costs.
Net leverage ratio improved to 1.2x, the lowest since IPO, and debt-to-equity ratio improved to 0.39.
Revenue rose 60% from the prior quarter to $351.2 million, driven by the acquisition of Pioneer Investments.
The Board increased the share repurchase authorization from $200 million to $500 million, the largest in company history.
Total client assets increased by 76% quarter-over-quarter to over $300 billion, a record high for a quarter end.

Victory Capital Holdings, Inc.

VCTR

2025 Q2

Financial Services

2mo

Record Client Assets and Growth in Flows Post-Acquisition

The firm’s ETF platform posted positive net flows of over $4 billion in the first half of 2025, up nearly 90% from the previous year.
The company launched its first ETF managed by Pioneer, targeting securitized credit markets, and expanded its free cash flow ETF series.
The firm’s focus on expanding distribution channels, including international markets and UCITS products, is a key driver of growth.

Postal Realty Trust, Inc.

PSTL

2025 Q2

Financial Services

2mo

Financial Performance Summary

Funds from operations (FFO) for Q2 were $0.35 per diluted share.
Net debt to annualized adjusted EBITDA decreased to 5.1x from 5.2x at the end of 2024, maintaining a strong balance sheet.
Operating expenses were lower than anticipated in the first half of 2025 due to project timing and cost efficiencies.
Postal Realty Trust delivered AFFO per share of $0.33 in Q2 2025, exceeding expectations for the first half of the year.
Recurring capital expenditures in Q2 were $127,000, slightly below guidance, with Q3 expected between $175,000 and $325,000.
The Board approved a quarterly dividend of $0.2425 per share, a 1% increase from Q2 2024, well covered by AFFO.
The company updated its full year 2025 AFFO guidance range to $1.24 to $1.26 per share, implying nearly 8% year-over-year growth.
Weighted average interest rate on debt was 4.5%, with 86% of borrowings at fixed rates.

Postal Realty Trust, Inc.

PSTL

2025 Q2

Financial Services

2mo

Implementation of Programmatic Re-Leasing with Postal Service

Over a year of refined, programmatic re-leasing efforts with the Postal Service, leading to increased visibility and operational efficiency.
Execution of 10-year leases in 2024, with 31% of the portfolio under 10-year terms and 55% with annual rent escalations.
All 2025 lease expirations have been agreed upon and are being executed before expiration, with ongoing discussions for 2027 expirations.
Management emphasized the success of rent marking to market and the importance of lease escalations in driving earnings growth.

Earnings Feed

Resolution of USPS Curfuffle Demonstrates Triumph's Strategic Effectiveness

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