Q3 2025 XBP Global Holdings Inc Earnings Call Transcript
Key Points
- The acquisition of Exela Technologies BPA has significantly expanded XBP Global Holdings Inc (XBP)'s global footprint and enhanced its capabilities.
- XBP Global Holdings Inc (XBP) reported a pro forma trailing 12-month revenue of $916.4 million and an adjusted EBITDA of $103.6 million.
- The company's pro forma gross margin expanded to 21.9% in the quarter, driven by operational efficiencies and automation.
- XBP Global Holdings Inc (XBP) has a diverse client base with over 2,500 clients globally, including many Fortune 100 companies.
- The company is achieving high automation rates, up to 70% to 75%, in some AI-enabled accounts, leading to efficiency gains.
- XBP Global Holdings Inc (XBP) reported an 18.1% year-over-year decrease in pro forma revenue for the third quarter of 2025.
- The applied workflow automation segment experienced a year-over-year revenue decline of 18.9%.
- The technology segment saw a 10.2% year-over-year decrease in revenue due to the completion of several one-time projects and customer exits.
- The company is not providing financial guidance this quarter due to the recent acquisition of BPA.
- XBP Global Holdings Inc (XBP) faces challenges in winning back lost business and improving its win rate, although efforts are underway.
Thank you for standing by, and welcome to XBP Globalâs third-quarter 2025 earnings conference call. (Operator Instructions)
I would now like to hand the call over to David Shamas, Vice President, Investor Relations. Please go ahead.
Thank you, and good afternoon, everyone. Welcome to XBP Globalâs third-quarter 2025 earnings call. With me today are our Chief Executive Officer, Andrej Jonovic; and our Chief Financial Officer, Dan Avramovic.
Before we begin, please note that todayâs remarks may contain forward-looking statements, including statements regarding our future performance, outlook, and strategy. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those described.
For a detailed discussion of these risks and uncertainties, please refer to our filings with the Securities and Exchange Commission, including our most recent annual report on Form 10-K and our proxy statement and other
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