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Collegium Pharmaceutical’s third quarter was marked by robust demand for its ADHD medication Jornay PM and continued resilience in its pain management portfolio. Management pointed to a successful back-to-school season, with Jornay PM prescriptions growing 20% year-over-year, supported by expanded sales efforts and targeted marketing. The company also saw broad-based growth across its pain products, which leadership described as more durable than previously expected. CEO Vikram Karnani emphasized, “We continue to make considerable progress on our strategic priorities, including driving significant growth for Jornay and maximizing the durability of our pain portfolio.”

StepStone Group’s third-quarter results outpaced Wall Street’s expectations, with revenue and non-GAAP profit both above consensus. Management linked this performance to robust client demand and record inflows across its Private Wealth platform, notably driven by the successful launch of new products and expansion into international markets. CEO Scott Hart emphasized that the firm’s customized approach and long-standing client relationships, particularly in managed accounts, were instrumental in maintaining fundraising momentum despite broader industry headwinds. The quarter also saw StepStone leveraging its data and technology capabilities to enhance client offerings and reinforce its position in the private markets ecosystem.

Lantheus’ third quarter was marked by a negative market reaction, as investors responded to lower operating margins and significant leadership changes despite revenue exceeding Wall Street’s expectations. Management pointed to pricing stabilization in the prostate cancer imaging franchise and continued growth in its DEFINITY ultrasound agent as key drivers. CEO Brian Markison highlighted, “Pricing stabilization across our accounts that began early in the third quarter has continued,” attributing the performance to disciplined commercial execution and ongoing customer education. However, higher operating expenses—including integration costs from recent acquisitions—pressured profitability.

Fidelity National Financial’s third quarter was marked by strong performance in both its Title and F&G businesses, with results surpassing Wall Street expectations and driving a positive market response. Management attributed the outperformance to robust commercial and refinance activity, disciplined expense management, and technology initiatives. CEO Mike Nolan cited a “34% increase in commercial revenue over the third quarter of 2024,” highlighting broad-based activity across industrial, multifamily, retail, and energy asset classes. Notably, management pointed to a surge in refinance orders as mortgage rates declined, as well as increased user engagement with the company’s inHere digital transaction platform.

BlackLine’s third quarter results met Wall Street expectations, but the market responded negatively following management’s update on customer and revenue trends. Management attributed the quarter’s performance to strong new customer acquisitions and larger deal sizes, with CEO Owen Ryan highlighting that new customer bookings were up 45% and the average new deal size more than doubled. However, the company faced headwinds from a strategic shift away from lower-end customers and a slowdown in user growth as existing clients evaluated platform pricing and new AI offerings.

Evolent Health’s third quarter saw a sharp revenue decline year over year, and the market responded negatively to the results. Management attributed the softness to ongoing membership reductions in the government exchange and Medicare Advantage markets, as well as higher medical utilization, particularly in cardiology, among exchange populations. CEO Seth Blackley acknowledged the challenging industry environment and emphasized that while “pipeline growth and new contract wins are robust,” shifting membership trends and exchange volatility weighed on performance.

Dropbox reported flat year-on-year revenue in Q3, but both non-GAAP profit and adjusted operating margin exceeded Wall Street’s expectations. Management attributed this performance to stronger-than-expected retention across individual and self-serve team plans, as well as meaningful improvements in operational efficiency. CEO Andrew Houston emphasized that “search latency dropped by 75%” in the company’s new Dash AI product, and highlighted traction in both product engagement and cost control measures as key elements shaping recent results.

HA Sustainable Infrastructure Capital’s third quarter performance reflected significant momentum, with management attributing results to robust new investment activity and asset optimization strategies. CEO Jeffrey Lipson highlighted that the quarter was “the most profitable in our history,” driven by the closing of more than $650 million in new transactions and gains from refinancing activities, particularly within the SunStrong solar lease portfolio. Management noted strong growth across utility-scale renewables, distributed solar, and energy efficiency markets, while emphasizing disciplined risk management and a diversified capital base as key contributors to recurring earnings.

Globus Medical’s third quarter results were met with a significant positive market reaction, reflecting the company’s outperformance on key metrics. Management attributed the strong quarter to robust growth in its U.S. Spine business and sustained contribution from the recently integrated Nevro business. CEO Keith Pfeil emphasized the breadth of growth across the core implant portfolio and highlighted the impact of aggressive competitive recruiting. He stated, “All signs point to strength within this core objective,” noting 32 consecutive weeks of growth in U.S. Spine. Operational efficiencies and synergy realization from the Nevro acquisition further supported margin expansion and profitability.

Topgolf Callaway’s third quarter was marked by positive momentum in both its Golf Equipment and Topgolf segments, reflecting management’s focus on value-driven initiatives and operational execution. Management credited the strong consumer response to Topgolf’s new value offerings and sustained demand in its Golf Equipment business as key drivers. CEO Chip Brewer noted, “Traffic has been up mid to high teens candidly. And so we're winning share and I couldn't be more pleased with the reaction.” Incremental tariffs remained a headwind, but cost initiatives and resilient demand underpinned results, leading to an upbeat market response.

Beauty and waxing service franchise European Wax Center (NASDAQ:EWCZ) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 2.2% year on year to $54.19 million. The company expects the full year’s revenue to be around $207 million, close to analysts’ estimates. Its non-GAAP profit of $0.16 per share was 60% above analysts’ consensus estimates.

Target Hospitality’s third quarter results were met with a significant negative reaction from the market, reflecting investor concerns about margin compression and a steep year-over-year drop in utilized beds. Management pointed to new multiyear contract wins and expansions in end markets such as data centers and critical minerals as key drivers of revenue growth. However, CFO Jason Vlacich acknowledged that much of the company’s reported revenue this quarter included non-recurring payments, and the operating margin fell sharply. CEO Brad Archer described the evolving opportunity set in West Texas as a “good problem to have,” but emphasized that the company must carefully manage costs and asset utilization to address the current headwinds.

Alarm.com’s third quarter results were well received by the market, reflecting broad-based growth and operational execution. Management pointed to robust performance in the company’s energy segment and growing momentum in commercial video and access control solutions as key contributors. CEO Stephen Trundle highlighted the impact of new video product launches and platform enhancements, particularly those leveraging artificial intelligence, which have driven greater adoption and customer engagement. Trundle noted, “Our unified commercial solutions are winning in the market due to the ease of managing these complex systems through a single integrated interface.”

Enovis’ third quarter results surpassed Wall Street’s revenue and non-GAAP profit expectations, but the market reacted negatively to the report. Management highlighted strong organic growth across the Reconstruction (Recon) and Prevention & Recovery (P&R) businesses, with particular momentum in extremities and the integration of the Lima acquisition internationally. CEO Damien McDonald noted that execution on commercial initiatives and product innovation, such as the ARG system and Nebula Stem, supported performance. However, the period was weighed down by operational challenges including tariffs and the recently recorded goodwill impairment, which contributed to investor caution despite underlying revenue strength.

ICU Medical’s third quarter results were met with a positive market response, as the company outpaced analyst expectations on both revenue and adjusted earnings. Management pointed to robust growth in its Consumables and IV Systems businesses, which offset reported revenue declines due to the deconsolidation of its IV Solutions segment. CEO Vivek Jain emphasized that strong customer implementations and progress in niche markets, alongside operational improvements, lifted margins and drove sequential earnings growth. The company also benefited from integration synergies and favorable settlements that enhanced gross margins.

Peloton’s third quarter was marked by a positive market reaction, with management crediting new product introductions and improved operational discipline as key contributors to performance. CEO Peter Stern highlighted the launch of the Cross Training and Pro Series equipment lines, alongside the rollout of AI-powered Peloton IQ, as meaningful drivers. The quarter also saw ongoing cost reduction efforts and a successful shift toward higher-margin products, helping to offset seasonal hardware sales pressure and a decline in connected fitness subscribers.

AAON’s third quarter results were met with a positive market reaction, reflecting strong execution despite ongoing operational headwinds. Management attributed sales momentum to improved production throughput at both Tulsa and Longview facilities and robust demand for its BASX brand, which specializes in data center cooling solutions. CEO Matthew Tobolski noted, "BASX-branded backlog grew to $896.8 million, up 119.5% from a year ago," highlighting this segment’s outperformance. The company continued to face margin pressures due to inefficiencies at its Longview plant and the early ramp-up at the new Memphis facility, but sequential improvement in gross margin signaled progress in operational recovery.

Brookdale’s third quarter saw a positive market reaction, despite revenue and non-GAAP earnings falling short of Wall Street expectations. Management attributed the momentum to occupancy gains and improved operational efficiency, with CEO Nikolas Stengle highlighting that occupancy reached its highest level since early 2020. Stengle emphasized, “Our SWAT team efforts are working and our ability to deploy targeted CapEx in specific communities is generating outsized RevPAR and EBITDA growth.” The company also pointed to the benefits of portfolio optimization and tighter cost controls as key drivers behind the sequential improvement in operating metrics.

Nature’s Sunshine delivered a positive third quarter, with the market responding favorably to the company's strong operational execution and meaningful revenue gains. Management attributed the quarter’s growth to strategic investments in digital capabilities, robust performance across North America, Asia Pacific, and Europe, and improved customer engagement. CFO Shane Jones highlighted a surge in new digital customers and significant progress in the subscription auto ship program as key contributors, noting, “the number of new digital customers making a purchase in Q3 more than doubled versus prior year.”

Take-Two’s third quarter results were met with a negative market reaction, despite surpassing Wall Street’s revenue expectations. Management attributed the quarter’s top-line growth to strong performance across its mobile portfolio—particularly titles like Toon Blast and Color Block Jam—as well as the launch of NBA 2K26, which saw record in-game spending. CEO Strauss Zelnick highlighted that the company’s focus on engaging players and optimizing live services drove a 20% increase in recurrent consumer spending, further supported by new content for core franchises. Management acknowledged challenges with the initial launch of Borderlands 4 on PC but cited ongoing efforts to improve performance and player experience.

LSI’s third quarter results outpaced Wall Street’s revenue and profit expectations, but the market responded negatively following the report. Management attributed the solid quarter to double-digit growth in both Display Solutions and Lighting segments, with volume gains driving much of the top-line strength. CEO James Clark noted that recent account conversions and a strong presence in priority verticals—such as grocery, convenience stores, and quick-serve restaurants—helped LSI outperform broader nonresidential construction trends. The company’s ability to manage supply chain disruptions and maintain competitive lead times was highlighted as a differentiator, while integration of recent acquisitions contributed to expanded capabilities and customer reach.

Tandem Diabetes’ third quarter was marked by improved operational efficiency and commercial execution, resulting in a positive market reaction. Management credited the quarter’s performance to the ongoing modernization of U.S. commercial operations, increased pricing contributions from both traditional and pharmacy channels, and early traction from new product offerings. CEO John Sheridan highlighted that changes in sales processes and organizational restructuring began to yield tangible results, particularly through better sales productivity and a strong mix of customers adopting both t:slim and Mobi pump platforms. The company’s focus on expanding pharmacy benefit access and a growing portfolio approach helped offset volume headwinds and supported margin improvements.

Healthcare apparel company Figs delivered a well-received third quarter, with management attributing the results to consistent execution across core products and disciplined promotional strategies. CEO Trina Spear pointed to broad-based growth in scrubwear and the U.S. market, as well as the company’s shift toward fewer promotions, which helped drive higher average order values and customer engagement. Additionally, Spear highlighted improvements in product fit and returns processing, citing a “great sign of our brand health and support for sustainable growth.”

Kura Sushi’s latest quarter was met with a negative market reaction, reflecting concerns about sluggish same-store sales and cautious consumer behavior. Management attributed the flat comparable sales to a challenging operating environment, emphasizing that marketing initiatives like intellectual property collaborations and targeted promotions were essential in preventing a worse outcome. CEO Hajime Uba noted, “The quarter would have been much more difficult without all of [the marketing team’s] efforts,” acknowledging that macroeconomic pressures offset much of the gains from these initiatives. The company also highlighted modest labor and food cost improvements, but rising tariffs and subdued guest spending weighed on margins.

Amphastar Pharmaceuticals' third quarter results for 2025 came in ahead of Wall Street's revenue and profit expectations, despite essentially flat sales compared to the prior year. The quarter was shaped by strong performances from proprietary products BAQSIMI and Primatene MIST, both of which saw double-digit sales growth. Management attributed this momentum to enhanced commercial execution and expanded marketing partnerships. At the same time, the company faced pronounced margin pressure, primarily due to a sales mix shift, pricing declines, and increased competition in legacy products. CFO William Peters pointed to higher operating costs and a litigation provision that weighed on profitability, noting, “cost control measures were implemented to mitigate the impact of pricing pressures.”

Astrana Health’s third quarter results were met with a negative market reaction, as the company’s revenue growth was overshadowed by lower-than-expected profitability and a reduction in full-year guidance. Management attributed the robust revenue increase largely to the integration of Prospect Health and continued organic growth, while also acknowledging that operating margins fell due to the mix of new business and ongoing integration costs. CEO Brandon Sim noted, “Medical cost trends across both Prospect and Astrana’s core business remained firmly within expectations,” but the company’s GAAP profit lagged consensus, reflecting integration expenses and a shift in contract timing.

RB Global’s third quarter results surpassed Wall Street’s revenue and non-GAAP profit expectations, reflecting disciplined execution and operational improvements across its core commercial asset marketplace. Management pointed to strong momentum in the automotive sector, marked by a 9% increase in unit volumes and continued market share gains. CEO James Kessler highlighted the expansion of the company’s partnership with the U.S. General Services Administration (GSA) as a pivotal development, noting, "Our disciplined execution was evident again in the quarter, with adjusted EBITDA increasing 16% on a 7% increase in gross transactional value."

H&R Block’s third quarter results were shaped by continued momentum in its assisted tax and small business segments, with management highlighting the company’s focus on higher-value clients and expanding digital offerings. CEO Jeff Jones pointed to the success of products like Second Look and Wave’s Pro-Tier subscription as key contributors. Management also noted disciplined expense control, with lower legal costs supporting improved margins. Despite the company’s seasonally loss-making quarter, leadership emphasized robust execution across its core businesses, stating, "We are off to a strong start this fiscal year."

Globalstar’s third quarter reflected continued momentum in satellite communications, with market reaction notably positive following the earnings announcement. Management credited the quarter’s outperformance to robust growth in wholesale capacity services and accelerating adoption of Commercial IoT (Internet of Things) devices. CFO Rebecca Clary highlighted that equipment revenue from IoT device sales rose sharply, supported by a surge in gross activations and subscriber growth. CEO Paul Jacobs pointed to the company’s progress in expanding its global ground infrastructure and the commercial availability of its two-way IoT module as key enablers of this growth. Additionally, improvements in operational efficiency and deliberate investments in business development contributed to overall financial stability, even as noncash items impacted net income.

Cars.com’s third quarter was characterized by steady execution and positive customer momentum, with the market responding positively to the company’s results. Management pointed to the success of its dealer-focused initiatives, particularly the adoption of new marketplace packages and growth in dealer count, as key contributors. CEO Alex Vetter highlighted the company’s differentiated consumer audience and product suite, noting that “dealers consistently cite our unique consumer audience, data insights and differentiated product suite as key factors that are motivating them to join our platform.” The quarter also benefited from improvements in cost management and further adoption of AI-driven tools, which increased engagement among both consumers and dealers.

PENN Entertainment’s third quarter results were met with a significant negative market reaction, as the company missed Wall Street’s revenue and profit expectations. Management attributed the underperformance to challenges in its digital operations, particularly lower-than-anticipated online sports betting volumes and customer-friendly game outcomes. CEO Jay Snowden acknowledged that despite meaningful progress in product and cross-sell efforts, PENN was unable to establish ESPN Bet as a major player, prompting an early termination of the ESPN partnership. Snowden stated, “It is the right time to realign our interactive focus and enhance connectivity across our ecosystem.”

10x Genomics delivered results in Q3 that exceeded Wall Street’s expectations, driven by robust demand in spatial biology and a steady performance in single-cell consumables. Management attributed the outperformance to strong adoption of the Xenium platform, which saw double-digit consumable growth, as well as the successful launch of new single-cell assays like Flex and On-Chip Multiplexing. CEO Serge Saxonov highlighted that despite continued macroeconomic challenges and cautious customer spending, both the number of runs and average spend per run increased, particularly in spatial, while ongoing cost controls improved operating margins.

First Advantage’s third quarter results were well received by the market, reflecting continued momentum despite a persistently flat hiring environment. Management attributed the company’s outperformance to strong execution in upsell, cross-sell, and new customer wins, particularly within retail and logistics segments, supported by the successful integration of Sterling. CEO Scott Staples emphasized that retention improved to 97% as the company’s technology and vertical expertise resonated with clients, while operational efficiencies and automation contributed to higher margins.

Wynn Resorts’ third quarter results were shaped by strong performance across its key markets, with management highlighting premium gaming and hospitality demand as central drivers. CEO Craig Billings pointed to robust casino share gains in Las Vegas and Macau, while hotel revenues were supported by disciplined pricing strategies. Despite healthy top-line trends, management acknowledged higher costs from ongoing renovations and select one-time expenses. CFO Julie Cameron-Doe noted, “Unfavorable hold negatively impacted EBITDA in the quarter by just under $8 million,” while also emphasizing that operational expenses included “onetime expenses in repairs and maintenance.” The quarter’s mixed outcome reflected solid revenue growth but margin headwinds from investment and operational factors.

Arhaus delivered third quarter results that met market expectations, with revenue growth attributed to a strong product lineup and disciplined execution. Management highlighted the success of the Fall 2025 Collection, which achieved record demand, particularly in upholstery and custom orders. CEO John Reed emphasized the impact of new product launches on client engagement and order values, noting that the in-home design program continued to boost customer loyalty and conversion rates. The company's ability to control design and production through domestic sourcing also played a role in maintaining lead times and margin discipline despite ongoing tariff challenges.

Universal Display’s third quarter results drew a significant negative reaction from the market, as both revenue and GAAP earnings per share fell short of Wall Street expectations. Management attributed the shortfall to customer order timing, with pull-ins occurring earlier in the year and a $9.5 million out-of-period adjustment reducing royalty and license fees. CEO Steven Abramson noted that material sales remained steady year over year, but royalty revenues declined due to these timing effects. The company also pointed to ongoing macroeconomic uncertainty as a factor contributing to softer-than-anticipated performance.

The ONE Group’s third quarter saw a positive market reaction despite missing Wall Street’s revenue and earnings expectations. Management pointed to ongoing menu diversification at Kona Grill, improvements in digital engagement, and sequential recovery in guest traffic as partial offsets to continued macroeconomic headwinds. CEO Emanuel Hilario described the quarter as the company’s “best traffic quarter for the year,” emphasizing a focus on operational execution and targeted marketing, even as same-store sales remained pressured in key regions such as California.

Airbnb’s third quarter results were well received by the market, highlighted by management’s focus on product improvements and expansion into new service categories. CEO Brian Chesky attributed growth to the launch of flexible payment options, a surge in international bookings, and ongoing enhancements to the guest experience. Management emphasized that the introduction of 'Reserve Now, Pay Later' in the U.S. led to a notable increase in bookings, while over 65 product updates—including improved mapping and cancellation policies—helped reduce friction for both guests and hosts. Chesky noted, “The better our product is, the more people use it.”

Yelp’s third quarter saw a positive market reaction as the company delivered results that surpassed Wall Street’s expectations for both revenue and profitability. Management credited the outperformance to ongoing investment in artificial intelligence (AI) features, which have enhanced user engagement and advertiser value, particularly in the Services segment. CEO Jeremy Stoppelman highlighted that “project submissions through Yelp Assistant increased by nearly 400% year-over-year,” helping offset weaker trends in the Restaurant, Retail & Other (RR&O) categories. The company also benefited from disciplined expense management, supporting stronger operating margins even in a challenging environment for some customer segments.

Monster Beverage delivered better-than-expected results in Q3, reflected in a significant positive market reaction following the report. Management attributed the quarter’s performance to robust category growth globally, particularly in international markets, and successful new product launches. CEO Hilton Schlosberg highlighted the company’s strong execution in the U.S. and EMEA, as well as the continued outperformance of the Monster Energy Ultra line, which benefited from viral marketing and strong retail execution. The company’s ability to implement pricing actions and optimize its supply chain further supported margin expansion.

Nova’s third quarter saw revenue and non-GAAP profits roughly in line with Wall Street expectations, but the market responded negatively. Management attributed the quarter's growth to robust demand in advanced nodes and packaging—particularly from memory devices such as DRAM and high-bandwidth memory. CEO Gabriel Waisman highlighted record service revenues and strong adoption of the ELIPSON and METRION platforms in materials metrology. He also noted that “our record sales in memory this quarter was driven by several key achievements,” including new wins in key memory and logic applications.

SoundHound AI’s third quarter results reflected steady execution across its expanding enterprise customer base, with management attributing growth to rising adoption of AI-powered voice solutions in sectors ranging from automotive to restaurants and financial services. CEO Keyvan Mohajer highlighted that “enterprise AI adoption is booming globally,” emphasizing the company’s progress in deploying its technology across millions of endpoints and achieving notable wins in IoT, automotive, and customer service verticals. Management also pointed to the benefits of recent acquisitions and the integration of proprietary AI models as supporting factors for improved cost efficiency and operational leverage this quarter.

Ziff Davis’ third quarter performance showed modest revenue growth, but both sales and non-GAAP profit came in slightly below Wall Street expectations. Management attributed the results to continued strength in its Health & Wellness division and growth in several key product areas, offset by softness in Tech & Shopping due to the wind-down of game publishing activities. CEO Vivek Shah highlighted the company’s enhanced segment-level reporting and operational focus, noting that three out of five business units grew revenue in the quarter. Shah also pointed to a strong performance from CNET and the Health & Wellness segment, which saw 13% year-over-year revenue growth, as contributors to the quarter.

Olaplex’s third quarter results reflected the early impact of its strategic shift toward coordinated marketing and product innovation. While revenue declined year on year, management credited improvements in sell-through trends to the launch of its new hair masks and a fully integrated 360-degree marketing campaign. CEO Amanda Baldwin noted that these efforts marked “progress in our transformational journey,” and emphasized that the company’s investments in brand health and scientific storytelling are already creating stronger consumer connections. Performance across professional channels was supported by targeted promotions and education, while specialty retail and direct-to-consumer segments continued to experience expected softness.

LeMaitre’s third quarter results drew a negative market reaction as revenue trailed Wall Street expectations, despite solid year-over-year growth. Management cited strong performances from the Grafts and Shunts product lines as key contributors, with organic sales growth driven primarily by price increases rather than unit volume. CEO George LeMaitre pointed out that a recall earlier in the year led some customers to pull forward purchases, limiting Q3 and likely Q4 growth. International expansion, particularly in Europe and South Africa, provided additional momentum, though challenges persisted in the Asia-Pacific region.

Solventum’s third quarter results met Wall Street’s revenue expectations and exceeded consensus for non-GAAP earnings, with organic growth led by volume improvements across key segments. Management attributed the performance to execution on its three-phase transformation plan, including commercial restructuring, supply chain enhancements, and a sharpened product innovation process. CEO Bryan Hanson highlighted that “commercial and new innovation enhancements are delivering faster and more materially than we expected.” Key segments such as Dental Solutions and Health Information Systems outperformed, supported by new product launches and improved service levels.

Microchip Technology’s third quarter saw a negative market response, as the company’s revenue matched Wall Street expectations but declined year-on-year, and forward guidance disappointed. Management attributed the quarter’s performance to ongoing inventory correction across distribution channels and direct customers, which pressured sales despite sequential growth in core microcontroller and analog segments. CEO Steve Sanghi acknowledged these challenges, noting, “The overall softer tone in the business environment and some impact of tariffs on customer psyche led to this guidance we have given.” Additionally, operational changes, including underutilization charges and inventory write-offs, weighed on margins, though product gross margins remained healthy due to a favorable product mix.

Warby Parker’s third quarter was marked by robust top-line growth but a notable shortfall relative to Wall Street’s revenue expectations, prompting a sharp selloff in shares. Management identified a mix shift toward lower-priced frames and moderation in contacts growth, particularly among younger consumers, as key factors weighing on performance. Co-CEO David Gilboa explained that “periods of broad strength across consumer cohorts” were followed by “a moderation in average order value or basket size in categories that skew younger.” Despite these pressures, the company delivered improved profitability and ongoing customer growth, with leadership emphasizing the adaptability of its omnichannel model and operational discipline.

Genpact’s third quarter results were well received by the market, underpinned by strong performance in its Advanced Technology Solutions segment and consistent execution of its GenpactNext strategy. Management cited accelerating adoption of AI-driven offerings and successful expansion with both new and existing clients as key growth drivers. CEO Balkrishan Kalra highlighted the increasing contribution of high-margin advanced technology contracts, noting, “Growth in Advanced Technology Solutions continues to accelerate…reflecting strong momentum as we successfully execute on GenpactNext.” The company also reported improvements in gross margin and revenue per head count, especially within the technology segment.

Expedia’s third quarter was marked by strong operational execution and improved travel demand, leading the company to surpass market expectations. Management credited the performance to accelerated momentum in both B2B and consumer brands, with CEO Ariane Gorin highlighting, “We saw longer lengths of stay and longer booking windows, both signs of a stronger consumer.” The company also cited growth in room nights and the successful integration of AI features across its platforms as contributors to margin expansion and business growth.