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 ...

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 ...

Financial Data and Key Metrics Changes - The company reported a 12% year-over-year increase in sales for Q1, with approximately 2 points of growth attributed to currency and 3 points from organic growth driven by price increases [17][18] - Adjusted EPS for Q1 was $2.75, exceeding expectations, with a favorable tax rate contributing to this performance [10][19] - Total company segment margin was 20.7%, reflecting improvements driven by higher volume, favorable mix, and strong productivity [10][18] Business Segment Performance Changes - Intelligent Devices segment saw organic sales growth of 16% year-over-year, with strong performance in drives and motion [8][21] - Software and Control segment experienced a 17% increase in organic sales, with North American sales of Logix up over 25% year-over-year [9][21] - Lifecycle Services segment organic sales declined by 6% year-over-year, consistent with expectations, but margins improved to 14.1% [10][21] Market Data and Key Metrics Changes - Discrete sales were up low double digits year-over-year, driven by strong demand in e-commerce and warehouse automation, which grew over 60% [11][12] - The process industries segment reported a 10% increase in sales, with notable growth in chemicals, water, and energy [14][15] - Life sciences sales declined low single digits year-over-year, primarily due to project delays, but the pipeline remains strong [14] Company Strategy and Development Direction - The company aims to expand margins while maintaining solid top-line performance, focusing on productivity and structural efficiency [4][5] - Investments in new manufacturing facilities and digital infrastructure underscore the company's commitment to the U.S. market [16] - The company is well-positioned to lead in automation and digital transformation as customers accelerate their Factory of the Future initiatives [5] Management's Comments on Operating Environment and Future Outlook - The macro environment remains fluid with geopolitical uncertainties impacting capital spending, but there are positive signals in certain sectors [5][28] - The company maintains an organic sales growth outlook of 2%-6% for fiscal 2026, with expectations for gradual improvement throughout the year [16][24] - Management expressed cautious optimism regarding capital expenditures, noting that while there are positive indicators, a broad-based release of orders is still needed [36][96] Other Important Information - The company plans to close the Sensia joint venture on April 1, which is expected to have no significant impact on adjusted EPS but will reduce annualized sales by approximately $250 million [25] - Free cash flow in Q1 was $170 million, which was lower than the previous year due to changes in working capital and incentive compensation payments [20][86] Q&A Session Summary Question: CapEx budgets and spending behavior - Management noted that while there is optimism in certain areas, a broad-based release of orders is needed before adjusting guidance higher [36][37] Question: Margin drivers and segment performance - Management expects slight sequential improvement in margins across segments, with Lifecycle Services maintaining around 14% margin [44][45] Question: Demand trends and project orders - Management indicated good demand for modernizations and new capacity, but orders are not coming through at the expected speed [71][73] Question: Semiconductor market opportunities - Management acknowledged a tough comp in Q1 for semiconductors but noted ongoing opportunities in industrial applications and AI-related investments [66][68] Question: Process market outlook - Management highlighted strong performance in the process segment, particularly in energy and specialty chemicals, while remaining cautious about capital spending in oil and gas [91][92]

Alico (NasdaqGS:ALCO) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBrad Heine - CFOGerry Sweeney - Managing DirectorJohn Kiernan - President and CEOJohn Mills - Managing PartnerOperatorThank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, please press star zero and a member of our team will be happy to help you. Thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, please pr ...

Malibu Boats (NasdaqGM:MBUU) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBrandon Rollé - Managing DirectorDavid Black - CFOKevin Condon - Senior Equity Research AssociateMartin Mitela - Senior Equity Research AssociateSteve Menneto - CEOConference Call ParticipantsGriffin Bryan - AVP and Senior AnalystJaime Katz - Senior Equity Research AnalystMike Albanese - Equity Research AnalystOperatorGood morning and welcome to Malibu Boats' conference call to discuss second quarter 2026 re ...

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 ...