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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
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Armac Locação Logística e Serviços (ARML3) investor relations material
Armac Locação Logística e Serviços Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Gross revenue reached R$534.9 million in Q3 2025, up 11% sequentially, with record rental EBITDA of R$200.1 million and a margin above 50%, driven by operational discipline and efficiency actions.
Asset sales surged 82.7% year-over-year to R$86.2 million, supporting fleet renewal and capital recycling.
Operational cash flow was R$196.5 million, rebounding from a negative result in Q2 2025.
Growth strategy focuses on partnerships, regional expansion, and investments in market leaders, including recent transactions in the Northeast.
Management remains confident in the growth model and is optimistic about future quarters, emphasizing prudent investment and quality growth.
Financial highlights
Gross rental revenue was R$435.6 million, up 6.4% quarter-over-quarter.
Rental EBITDA margin improved to 50.6%, up 6.2 percentage points year-over-year and 4.9 sequentially.
Net income was R$38.3 million, a 37% decrease year-over-year but a sequential improvement.
Adjusted ROIC reached 18.6%, with a spread of 7.9 percentage points.
CAPEX for Q3 2025 was R$180 million, focused on maintenance and fleet renewal.
Outlook and guidance
Management expects EBITDA margins around 48-50% for upcoming quarters, with seasonality impacting Q4 and Q1.
Plans to open 20 asset stores by year-end, aiming for a sales capacity of R$700 million per year, with full maturity in up to two years.
Ongoing focus on capital recycling, prudent investment, and maintaining healthy margins and cash generation.
Forward-looking statements highlight risks and uncertainties that may affect actual results.
Which segments drive new agreements growth?
Timeline to achieve BRL 100M/month asset sales?
What's the medium-term outlook for maintenance CapEx?
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Next Armac Locação Logística e Serviços earnings date
Q4 202520 Mar, 2026
Next Armac Locação Logística e Serviços earnings date
Q4 202520 Mar, 2026
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