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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Gulf Marine Services
Gulf Marine Services (GMS) investor relations material
Gulf Marine Services Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary20 Oct, 2026
Executive summary
9M 2026 adjusted revenue rose 10% YoY to $151.8m; adjusted EBITDA was unchanged at $81.5m, with Q3 improvement following first-half Gulf conflict disruptions.
A newly acquired mid-class vessel began operating in Latin America in Q3, while average day rates improved; fleet utilization remained affected by Gulf conflict and vessel preparations.
Financial highlights
Adjusted revenue was $151.8m in 9M 2026 vs $138.3m in 9M 2025, up 10%; adjusted figures exclude the impact of finance lease accounting for a leased vessel.
Adjusted EBITDA was $81.5m in 9M 2026, unchanged YoY; net bank debt was $175.4m vs $172.2m, up 2%.
Backlog at 30 September 2026 was $616.0m vs $457.5m a year earlier, up 35%; backlog was $606m at 31 December 2025.
Outlook and guidance
FY 2026 adjusted EBITDA guidance remains $105m–$115m, assuming the geopolitical situation does not materially affect vessel utilization.
Backlog of $616m underscores continuing demand for the vessel fleet.
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Latest events from Gulf Marine Services
- Strong backlog, improved margins, and strategic positioning drive growth and value creation.GMS
Investor presentation - Strong revenue growth, reduced leverage, and a $660m backlog drive future expansion.GMSInvestor presentation
- A $659m backlog and reaffirmed guidance offset a conflict-hit H1.GMSH1 2026
- Double-digit revenue and EBITDA growth achieved amid Gulf disruptions; leverage improved.GMSH2 2025
- Strong backlog, improved margins, and low leverage position the fleet operator for robust growth.GMSInvestor presentation
- Strong financial turnaround and robust backlog position the company for sustained growth.GMSInvestor presentation
- Strong backlog, high margins, and reduced leverage drive growth in offshore energy markets.GMSInvestor presentation
- H1 2025 saw higher revenue, lower debt, and a $474m backlog, with shareholder returns ahead.GMSInvestor update
- Revenue up 10%, EBITDA up 15%, net leverage at 2.0x, and strong 2025 outlook.GMSH2 2024
Next Gulf Marine Services earnings date
H2 202613 Apr, 2027
Gulf Marine Services
Next Gulf Marine Services earnings date
H2 202613 Apr, 2027
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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