Gladstone Capital (NasdaqGS:GLAD) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBob Marcotte - PresidentCatherine Gerkis - Director of Investor RelationsDavid Gladstone - CEOErik Zwick - Managing DirectorNicole Schaltenbrand - CFOConference Call ParticipantsChristopher Nolan - Managing Director and Senior Equity Research AnalystRobert Dodd - AnalystSean-Paul Adams - Research AnalystOperatorGreetings. Welcome to Gladstone Capital Corporation First Quarter Earnings Call. At this time ...

Griffon (NYSE:GFF) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBrian Harris - CFOLee Jagoda - Senior Managing DirectorRon Kramer - Chairman and CEOConference Call ParticipantsCollin Verron - Stock AnalystJulio Romero - AnalystSam Darkatsh - AnalystTim Wojs - Senior Research AnalystTrey Grooms - AnalystOperatorGreetings, and welcome to the Griffon Corporation Fiscal First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-an ...

The Hershey Company (NYSE:HSY) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAndrew Lazar - Managing DirectorAnoori Naughton - VP of Investor RelationsDavid Palmer - Senior Managing DirectorJohn Baumgartner - Managing Director of Equity Research in Food and Healthy LivingKirk Tanner - President and CEOMatt Smith - DirectorMax Gumport - Director of Equity ResearchMegan Alexander - Executive DirectorPeter Galbo - Managing Director and Head of US Consumer Staples Equity ResearchRobert ...

The Cigna Group (NYSE:CI) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsA.J. Rice - Managing DirectorAndrew Mok - Director of Equity ResearchAnn Dennison - EVP and CFOBrian Evanko - President and COOCharles Rhyee - Managing DirectorDavid Cordani - Chairman and CEOLisa Gill - Managing DirectorRalph Giacobbe - SVP of Investor RelationsConference Call ParticipantsErin Wright - Healthcare Services AnalystJason Cassorla - Senior Equity Research AnalystJustin Lake - Analyst of Healthcare ...

Core Laboratories (NYSE:CLB) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsChris Hill - CFOGwen Gresham - SVP and Head of Investor RelationsJosh Jayne - Managing DirectorLarry Bruno - Chairman and CEOConference Call ParticipantsDon Crist - Senior Research AnalystOperatorGood day, and welcome to the Core Laboratories fourth quarter and fiscal year 2025 earnings webcast and call. All participants will be in listen-only mode. Should you need assistance, please signal a conference spec ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $314 million, a 2% increase from Q4 2024 and a 1% increase from the previous quarter [13] - Full year 2025 total revenue was $1.185 billion, compared to $1.112 billion in 2024 [18] - Non-GAAP earnings per share for Q4 2025 was $0.40, down from $0.60 in Q4 2024 [15] - GAAP earnings per share for Q4 2025 was a loss of $0.05, compared to a profit of $0.34 in Q4 2024 [15] - Annual recurring revenue (ARR) exited Q4 2025 at $636 million, a 10% increase from the 2024 exit rate [8][17] Business Line Data and Key Metrics Changes - Product revenue for Q4 2025 was $180 million, a decrease of 1% compared to Q4 2024 [14] - Service revenue for Q4 2025 was $134 million, an increase of 8% from Q4 2024 [14] - Full year 2025 product revenue was $666 million, compared to $631 million in 2024 [19] - Full year 2025 service revenue was $519 million, compared to $482 million in 2024 [19] Market Data and Key Metrics Changes - The company reported strong demand for its point-of-care connected devices, particularly the XT10, which contributed to robust top-line performance [5] - Competitive wins included major health systems and government healthcare facilities, indicating a strong market presence [5][10] - The Department of Veterans Affairs selected Omnicell's solutions for medication management across their network [11] Company Strategy and Development Direction - The company aims to transform into an end-to-end medication management platform technology company, focusing on innovative solutions to improve customer experience [5][6] - Key growth pillars include expanding market presence, scaling recurring revenue, and accelerating the technology platform [6][8] - The Titan XT automated dispensing system was introduced to unify automation and intelligence in medication management [7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum coming out of 2025, driven by a commitment to autonomous medication management [11] - There is confidence in the potential multi-year product refresh opportunity with Titan XT, expected to drive future growth [12][13] - Management acknowledged potential uncertainties around regulations and tariffs but remains focused on long-term value creation [11] Other Important Information - The company ended 2025 with cash and cash equivalents totaling $197 million, down from $369 million in 2024, reflecting debt repayment and stock repurchase [15][16] - Non-GAAP EBITDA for Q4 2025 was $37 million, compared to $46 million in Q4 2024 [15] Q&A Session Summary Question: Can you provide insights on product booking expectations and the refresh cycle? - Management indicated a refresh cycle opportunity exceeding $2.5 billion, with expectations for a similar rollout over the next 8 years [36] Question: Will there be incremental investments in sales and marketing for the Titan cycle? - Management confirmed investments in the sales force and clinical education to capitalize on market opportunities [40][43] Question: What feedback have customers provided regarding the transition from XT Extend to Titan? - Customers with aging fleets are encouraged to transition to Titan XT, while those with XT Extend will still benefit from cloud capabilities [47] Question: How does the company plan to mitigate tariff costs affecting margins? - Management is exploring supply chain optimization and has implemented mitigation efforts to manage tariff impacts [51] Question: What is the expected impact of AI tools on the company's offerings? - Management believes AI will enhance supply chain operations, and the infrastructure of OmniSphere is designed to support AI applications [76][78]

The Estée Lauder Companies (NYSE:EL) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAkhil Shrivastava - EVP and CFODara Mohsenian - Morgan StanleyFilippo Falorni - Director of Equity ResearchRainey Mancini - SVP of Investor RelationsStéphane de La Faverie - President and CEOConference Call ParticipantsBonnie Herzog - Managing Director and Senior Consumer AnalystChris Carey - Senior Equity Analyst and Head of Consumer Staples ResearchLauren Lieberman - Managing Director and Senior U. ...

Canada Goose (NYSE:GOOS) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAna Raman - VP of Investor RelationsBeth Clymer - President and COOBrooke Roach - Managing Director of Equity ResearchCarrie Baker - President of Brand and CommercialDani Reiss - Chairman and CEONeil Bowden - CFOOliver Chen - Managing Director of Retail, Luxury, New Platforms Sector HeadSuraj Malhotra - Equity Research AssociateConference Call ParticipantsJonathan Komp - Senior Research AnalystOperatorLadies and ...

MasterCraft Boat (NasdaqGM:MCFT) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAlec Harmon - Director of Strategy and Investor RelationsBrad Nelson - CEOGregory Miller - Managing Director at Digital Infrastructure Equity ResearchScott Kent - CFOConference Call ParticipantsAnna Glaessgen - Senior Equity Research AnalystCraig Kennison - Director of Research Operations and Senior Research AnalystEric Wold - Executive Director and Equity Research AnalystGerrick Johnson - Managing Direc ...

MACOM Technology Solutions (NasdaqGS:MTSI) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsJohn Kober - CFOStephen Ferranti - SVP of Corporate Development and Head of Investor RelationsStephen G. Daly - President and CEOConference Call ParticipantsBlayne Curtis - AnalystChristopher Rolland - AnalystDavid Williams - AnalystHarsh Kumar - AnalystKarl Ackerman - AnalystQuinn Bolton - Senior Research AnalystSean O'Loughlin - Vice President and Equity Research AnalystTimothy Savageaux - An ...