Core Laboratories (NYSE:CLB) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker5Good 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 specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star, then one on your touchtone phone. To withdra ...

Regis (NasdaqGM:RGS) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker1Good morning, and thank you for joining the Regis second quarter 2026 earnings conference call. I am your host, Kersten Zupfer, Executive Vice President and Chief Financial Officer. I am joined today by our interim Chief Executive Officer, Jim Lain. All participants are in a listen-only mode, and this conference is being recorded. I would like to remind everyone that the language on forward-looking statements included in our ea ...

MACOM Technology Solutions (NasdaqGS:MTSI) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker6Welcome to MACOM's first fiscal quarter 2026 conference call. This call is being recorded today, Thursday, February 5th, 2026. At this time, all participants are in a listen-only mode. I will now turn the call to Mr. Steve Ferranti, MACOM's Senior Vice President of Corporate Development and Investor Relations. Mr. Ferranti, please go ahead.Speaker8Thank you, Olivier. Good morning and welcome to our call to ...

Malibu Boats (NasdaqGM:MBUU) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker1Good morning and welcome to Malibu Boats' conference call to discuss second quarter 2026 results. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will follow at that time. Please be advised that reproduction of this call, in whole or in part, is not permitted without written authorization of Malibu Boats. As a reminder, today's call is bein ...

Fluence Energy (NasdaqGS:FLNC) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker1Good day, and thank you for standing by. Welcome to the Fluence Energy First Quarter 2026 earnings conference call. At this time, all participants are on listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear automated messages advising your hand is raised. To withdraw yo ...

Financial Data and Key Metrics Changes - Revenue for Q3 increased by 13% year-over-year to CAD 695 million, driven by strong growth in both D2C and wholesale channels in North America and Asia Pacific [15][16] - Adjusted EBIT for Q3 was CAD 204 million, translating to an adjusted EBIT margin of 29.3%, which is 450 basis points lower than the previous year [20][21] - Adjusted net income attributable to shareholders was CAD 142 million, or CAD 1.43 per diluted share, compared to CAD 148 million or CAD 1.51 per diluted share last year [21] Business Line Data and Key Metrics Changes - Direct-to-consumer (D2C) revenue grew 13% in Q3, with comparable sales up 6%, marking the fourth consecutive quarter of positive comps [10][15] - Wholesale revenue increased by 14% in Q3, supported by elevated brand positioning and well-managed inventory levels [15][16] - Revenue from new product offerings doubled year-over-year, indicating strong consumer response to new styles and fabrications [6][39] Market Data and Key Metrics Changes - In North America, revenue grew by 20%, with comparable sales increasing in the high single digits [16] - In Asia Pacific, revenue increased by 12%, led by strong D2C performance, particularly in Mainland China [16][17] - EMEA revenue declined by 3% year-over-year, primarily due to lower tourist traffic in the UK, despite better performance in Continental Europe [17] Company Strategy and Development Direction - The company is focused on expanding product relevance and enhancing year-round offerings, which contributed to positive sales growth [4][6] - Marketing investments are aimed at building brand heat and driving traffic, with a focus on upper funnel investments to enhance visibility [8][9] - The company plans to optimize its retail network and continue opening new stores while reviewing its entire network for efficiency [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to margin expansion in fiscal 2027, emphasizing the importance of sustainable profitability [5][23] - The company is taking decisive steps to realign its cost base and improve operational efficiency, particularly in store labor management [23][24] - There is optimism regarding continued strong performance in January, with expectations for momentum to carry into the Lunar New Year shopping period [26] Other Important Information - Inventory levels remained flat year-over-year at CAD 409 million, reflecting strong demand and improved inventory management [22] - Net debt decreased to CAD 413 million from CAD 546 million in the previous year, indicating disciplined working capital management [22] Q&A Session Summary Question: DTC progress and traffic relative to conversion - Management noted that global store conversions have trended higher for four consecutive quarters, led by APAC and North America, with strong traffic driven by marketing investments [31][32] Question: Level of newness in stores and future assortment plans - The company is satisfied with the current assortment, emphasizing the importance of newness in driving consumer interest and maintaining a balance between core and new products [39][40] Question: Margin initiatives and future guidance - Management discussed the journey towards margin improvement, highlighting the need for continued focus on operational efficiency and the impact of previous investments on future growth [44][46]

Gladstone Capital (NasdaqGS:GLAD) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker6Greetings. Welcome to Gladstone Capital Corporation First Quarter Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note, this conference is being recorded. I will now turn the conference over to Mr. Davi ...

The Estée Lauder Companies (NYSE:EL) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker6Good day, everyone, and welcome to the Estée Lauder Companies Fiscal 2026 second quarter conference call. Today's webcast is being recorded. For opening remarks and introductions, I would like to turn the call over to the Senior Vice President of Investor Relations, Miss Rainey Mancini.Speaker4Hello. On today's webcast are Stéphane de La Faverie, President and Chief Executive Officer, and Akhil Shrivastava, Exec ...

Cardinal Health (NYSE:CAH) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker3Hello, and welcome to the second quarter fiscal year 2026 Cardinal Health Incorporated Earnings Conference Call. My name is Sergei, and I will be your coordinator for today's event. Please note that this conference is being recorded, and for the duration of the call, your lines will be on a listen only. However, you will have the opportunity to ask questions at the end of the call. This can be done by pressing star one on ...

Thomson Reuters (NYSE:TRI) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker10Good day, everyone, and welcome to the Thomson Reuters fourth quarter earnings call. Today's conference is being recorded. At this time, I'd like to turn the call over to Gary Bisbee, Head of Investor Relations. Please go ahead.Speaker6Thank you, Melinda. Good morning, and, and thank you, everyone, for joining us today for our fourth quarter 2025 earnings call. I'm joined today by our CEO, Steve Hasker, and our CFO, Mike ...