Q3 2025 K-Bro Linen Inc Earnings Call Transcript

Nov 13, 2025 / 02:00 PM GMT

Release Date Price: $26.07

Transcript

Key Points

Positve

K-Bro Linen Inc (KBRLF) reported record results for Q3 2025 with revenue of $156 million and adjusted EBITDA of $33.5 million.
The acquisition of Stellar Mayan has enabled K-Bro Linen Inc (KBRLF) to establish a national footprint in the UK, enhancing revenue diversification by geography and business mix.
Consolidated revenue in Q3 increased by 49% compared to Q3 2024, with healthcare revenue up by 67% and hospitality revenue by 34%.
The Canadian division saw an increase in adjusted EBITDA margin to 22.8% due to labor efficiencies and the elimination of the Canadian carbon tax.
K-Bro Linen Inc (KBRLF) has a strong balance sheet with ample undrawn capacity on its syndicated revolving credit facility, reinforcing strong liquidity.

Negative

Adjusted EBITDA margin decreased to 21.5% in 2025 from 22% in 2024, attributed to the lower margin profile of Stellar Mayan.
The UK division's adjusted EBITDA margin decreased to 20.3% in 2025 from 24.3% in 2024 due to the lower Stellar Mayan margin profile.
Net earnings as a percentage of revenue decreased to 5.7% in 2025 compared to 7.8% in 2024.
Wages and benefits increased significantly, impacting the cost structure due to the Stellar Mayan acquisition.
Materials and supplies costs increased, primarily related to the Stellar Mayan cost structure, affecting overall profitability.

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

KBL.TO - K-Bro Linen Inc
Q3 2025 K-Bro Linen Inc Earnings Call
Nov 13, 2025 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning ladies and gentlemen, and welcome to the Kro Learning Systems Inc.s. 3rd quarter 2025 results conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded on Thursday, November 13th, 2025.

I would like to conference over to Christie Plackquin. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, operator, and good morning, everyone.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.