EarningsCapstone reported Q3/25 adjusted EPS and EBITDA slightly above estimates and well-above consensus.
LiquidityCapstone finished Q3/25 with $1,071.1M in available liquidity, including $310.1M in cash and short-term investments and $761.0M in undrawn revolving credit facility capacity.
PartnershipThe partnership with Orion is likely to be viewed as a de-risking event, allowing for workstreams to progress and improving Capstone's balance sheet.