Q3 2025 Andersons Inc Earnings Call Transcript

Nov 5, 2025 / 01:30 PM GMT

Release Date Price: $48.48 (+4.46%)

Transcript 10-Q8-K

Key Points

Positve

Andersons Inc (ANDE) delivered solid financial results in the third quarter despite challenging market conditions, demonstrating the strength and agility of their team.
The company generated $2.7 billion in revenue and $638 million in adjusted EBITDA, achieving an adjusted EBITDA margin of 24%.
Andersons Inc (ANDE) returned over $700 million to shareholders through dividends and share repurchases in the first three quarters of the year.
The company has made strategic investments to strengthen its market-leading positions, including a new laminate shingle line and a new plant in Alabama.
Andersons Inc (ANDE) has been recognized for its commitment to safety and operational excellence, with a recordable incident rate of 0.56 in the third quarter.

Negative

The company faced weakening residential trends in the US, impacting volumes in both repair and remodel and new construction product lines.
Market demand in roofing was affected by a quiet storm season, with no named storms making landfall in the US in the third quarter.
The doors business experienced lower than expected earnings due to slower discretionary spending and weaker new construction activity.
Andersons Inc (ANDE) took a non-cash goodwill impairment charge of $780 million in its doors business due to near-term market weakness.
The company anticipates fourth-quarter revenue to be down mid to high 10s versus the prior year, with expected EBITDA margins of approximately 16 to 18%.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ANDE.OQ - Andersons Inc
Q3 2025 Andersons Inc Earnings Call
Nov 05, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone and welcome to Owens Cornings 3rd quarter 2025 earnings call. My name is Lydia and I'll be your operator today.

After the prepared remarks, there'll be an opportunity to ask questions. If you'd like to participate in the Q&A, you can do so by pressing star followed by one on your telephone keypad.

We kindly ask that you limit yourself to one question and then return to the queue for any follow-ups to give everyone the opportunity to participate.

I'll now hand you over to Amber Wolfer, Vice President, corporate SPNA, and investor relations to begin. Please go ahead.

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Unidentified_2 [2]
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