nVent Electric (NYSE:NVT) Q4 2025 Earnings call February 06, 2026 09:00 AM ET Speaker2Good day and welcome to the nVent Electric fourth quarter 2025 earnings conference 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 a touch-tone phone. To withdraw your question, please pre ...

4Q25 Earnings Presentation Reinsurance Group of America, Incorporated 02.05.2026 1 Safe Harbor This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and federal securities laws including, among others, statements relating to projections of the future operations, strategies, earnings, revenues, income or loss, ratios, financial performance, and growth potential of Reinsurance Group of America, Incorporated (the "Company"). Forward-looking ...

Proto Labs (NYSE:PRLB) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsBrian Drab - Co-Group Head of IndustrialsDan Schumacher - CFORyan Johnsrud - Manager of Investor RelationsSuresh Krishna - President and CEOTroy Jensen - Managing DirectorConference Call ParticipantsGreg Palm - Senior Research AnalystJim Ricchiuti - Senior AnalystOperatorGreetings, and welcome to Protolabs' fourth quarter and full year 2025 earnings call. At this time, all participants are on a listen-only mode. A ...

The Carlyle Group (NasdaqGS:CG) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAlex Bloistein - Managing DirectorBrian McKenna - Director of Equity ResearchDaniel Harris - Head of Investor RelationsGlenn Schorr - Managing DirectorHarvey Schwartz - CEOJustin Plouffe - CFOMark Jenkins - Head of Global CreditMark Paolini - Investment Bank AssociateMichael Cyprys - Managing DirectorPatrick Davitt - PartnerSteven Chubak - Managing DirectorConference Call ParticipantsBen Budish - Equity R ...

AerCap (NYSE:AER) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAengus Kelly - CEOBrian Canniffe - Group TreasurerJamie Baker - Managing DirectorKristine Liwag - Executive DirectorMoshe Orenbuch - Managing DirectorPete Juhas - CFOShannon Doherty - Equity Research AssociateConference Call ParticipantsArren Cyganovich - Senior AnalystCatherine O'Brien - VP and Lead US Airline and Aircraft Lessor Equity Research AnalystChris Stathoulopoulos - Senior Equity Research AnalystRon Epstein ...

Mettler-Toledo International (NYSE:MTD) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAdam Uhlman - Head of Investor RelationsDan Arias - Managing DirectorDouglas Schenkel - Managing DirectorLuke Sergott - Director of Healthcare Equity ResearchMichael Ryskin - Managing DirectorPatrick Donnelly - Managing DirectorPatrick Kaltenbach - CEOShawn Vadala - CFOTycho Peterson - Managing DirectorVijay Kumar - Senior Managing DirectorConference Call ParticipantsCatherine Schulte - Senior Res ...

Under Armour (NYSE:UA) Q3 2026 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsDave Bergman - CFOKevin Plank - CEOLance Allega - SVP of Finance and Capital MarketsConference Call ParticipantsBob Drbul - Managing Director & Consumer Retail AnalystBrooke Roach - VP & Senior Equity Research Analyst, Consumer Retail/SoftlinesJay Sole - Managing Director & Senior Retail AnalystPeter McGoldrick - Equity Research AnalystSam Poser - Senior Equity Research AnalystSimeon Siegel - Senior Managing Direc ...

AerCap (NYSE:AER) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAengus Kelly - CEOBrian Canniffe - Group TreasurerJamie Baker - Managing DirectorKristine Liwag - Executive DirectorMoshe Orenbuch - Managing DirectorPete Juhas - CFOShannon Doherty - Equity Research AssociateConference Call ParticipantsArren Cyganovich - Senior AnalystCatherine O'Brien - VP and Lead US Airline and Aircraft Lessor Equity Research AnalystChris Stathoulopoulos - Senior Equity Research AnalystRon Epstein ...

Financial Data and Key Metrics Changes - Revenue for Q1 2026 increased by 1% to $52.7 million from $52.2 million in Q1 2025, reflecting an 8% growth in recurring revenues, partially offset by a $3 million decline in non-recurring professional services and software license revenues [8][10] - Annual recurring revenues rose by 8% to $169.6 million for Q1 2026 compared to $156.4 million for Q1 2025, with 80% of revenues coming from recurring sources [8][10] - Adjusted EBITDA declined by $1 million to $13.6 million for Q1 2026 from $14.6 million for Q1 2025, with adjusted EBITDA as a percentage of revenues at 25.8% for Q1 2026 versus 27.9% for Q1 2025 [9][10] Business Line Data and Key Metrics Changes - SaaS revenue led with over 24% growth, marking four consecutive quarters of over 20% growth [4][8] - Transaction-based revenue grew by 12%, while payments revenue increased by 8% [8] - Maintenance revenues declined by 8%, reflecting a shift towards SaaS and new sales [8] Market Data and Key Metrics Changes - The company operates in the transportation market and has expanded its geographic reach through a recent acquisition, enhancing its position in ongoing modernization initiatives [12][13] - The company is currently active in 30 states and four Canadian provinces within the transportation market [13][17] Company Strategy and Development Direction - The company remains focused on recurring revenue sources and disciplined capital deployment, with expectations for continued growth in 2026 [4][6] - The recent acquisition is expected to significantly enhance the company's offerings in the transportation market, particularly in insurance verification [12][13] - The company is also investing in AI-enabled solutions to enhance its product offerings and improve customer engagement [17][18] Management's Comments on Operating Environment and Future Outlook - Management noted that while recurring revenue sources are strong, there are headwinds in professional services revenue, which is expected to decline [20][22] - The long-term expectation for organic revenue growth remains high single-digit, with recurring revenues expected to grow at a double-digit rate for FY 2026 [11][22] - Management expressed optimism about the future, citing strong demand for technology solutions in justice tech and transportation markets [16][17] Other Important Information - The company has a strong balance sheet with $37 million in cash and no debt, and it has a $400 million revolving credit facility available for acquisitions and stock repurchases [10][11] - The company expects adjusted diluted earnings per share to be in the range of $1.08-$1.16 for FY 2026 [11] Q&A Session Summary Question: Update on FY 2026 outlook and organic growth - Management confirmed that organic growth has slightly ticked down, primarily due to professional services revenue [20][21] Question: Recurring revenue growth expectations - Management affirmed that recurring revenue growth is expected to remain in the 8%-10% range for the year [22] Question: Capital allocation strategy regarding buybacks and M&A - Management indicated that they have been opportunistic with buybacks and believe their stock is undervalued [23][24] Question: Details on the new acquisition's market share and revenue model - Management highlighted the acquisition's strong market presence and potential for growth, noting it is not currently transactional but has opportunities for integration with payments [27][28] Question: Drivers of SaaS revenue growth and sustainability - Management expects organic SaaS growth to remain above 20%, driven by various market segments [34][35] Question: Thoughts on AI adoption and its impact on GovTech - Management acknowledged the slow adoption of AI in GovTech due to regulatory concerns but sees potential for growth in AI-enabled solutions [38][39]

Newell Brands (NasdaqGS:NWL) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsChris Peterson - President and CEOJoanne Freiberger - SVP of Investor Relations and Chief Communications OfficerMark Erceg - CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystBrian McNamara - Managing Director and Senior Equity Research AnalystLauren Lieberman - Managing Director and Senior Equity Research AnalystOlivia Tong - Managing Director and Equity Re ...