Postal Realty Trust (NYSE:PSTL) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAndrew Spodek - CEOJeremy Garber - PresidentJordon Cooperstein - Senior VP and Corporate Counsel Securities and Capital MarketsSteve Bakke - EVP and CFOConference Call ParticipantsAnthony Paolone - Senior AnalystJohn Hecht - AnalystJohn Kim - AnalystOperatorGreetings, welcome to Postal Realty Trust Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. A question and ...

Lowe’s (NYSE:LOW) Q4 2026 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsBrandon Sink - EVP and CFOJonathan Matuszewski - SVPJoseph McFarland III - EVP of StoresKate McShane - Managing DirectorKate Pearlman - Vice President of Investor Relations and TreasurerMarvin Ellison - Chairman, President, and CEOWilliam Boltz - EVP of MerchandisingConference Call ParticipantsBrian Nagel - Managing Director and Senior AnalystChristopher Horvers - Senior AnalystMichael Lasser - Equity Research AnalystP ...

Euroholdings (NasdaqCM:EHLD) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAnastasios Aslidis - Chief Strategy Officer and TreasurerAristides Pittas - Chairman and CEOAthina Atalioti - CFOOperatorThank you for standing by, ladies and gentlemen, and welcome to the Euroholdings Conference Call on the fourth quarter 2025 financial results. We have with us Mr. Aristidis Pittas, Chairman and Chief Executive Officer, Ms. Athina Atalioti, Chief Financial Officer, and Mr. Tasos Aslidis, Ch ...

International General Insurance (NasdaqCM:IGIC) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsRobin Sidders - Head of Investor RelationsWaleed Jabsheh - President and CEOWasef Jabsheh - Executive ChairmanConference Call ParticipantsMichael Phillips - Md and Senior AnalystRoland Meyer - Research AnalystOperatorGood day, welcome to the International General Insurance Holdings fourth quarter and full year 2025 financial results conference call. All participants are in a listen-only mo ...

Financial Data and Key Metrics Changes - In Q4 2025, the company reported revenue of $2.1 billion and Adjusted EBITDA of $362 million, with an Adjusted EBITDA margin of 17% [7] - For the full year 2025, revenue reached $10.1 billion and Adjusted EBITDA was $2.3 billion, resulting in an Adjusted EBITDA margin of 22% [8] - The company returned $1 billion to shareholders through dividends and share repurchases in 2025, marking a total of over $4 billion returned since 2020 [8] Business Line Data and Key Metrics Changes - Roofing business sales in Q4 were $774 million, down 27% year-over-year, primarily due to lower shingle volumes [25] - Insulation business achieved Q4 revenues of $916 million, down 7%, driven by lower volumes in North American residential markets [27] - Doors business generated Q4 revenue of $486 million, down 14% from the prior year, affected by lower volumes in new construction and remodeling [29] Market Data and Key Metrics Changes - The U.S. residential market faced weakening trends, with a notably quiet storm season impacting roofing repair demand [6] - North American residential new construction and discretionary repair activity are expected to remain soft in early 2026, with a gradual improvement anticipated in the second half of the year [34] - European market conditions are expected to remain stable, benefiting from currency tailwinds [36] Company Strategy and Development Direction - The company is focusing on reshaping its portfolio by divesting from non-core businesses and enhancing its presence in residential product categories [9][10] - Strategic investments in manufacturing efficiency and capacity expansion are underway, with a focus on long-term cost efficiency [16] - The company aims to leverage its brand strength and unique capabilities to drive revenue growth and achieve mid-20% Adjusted EBITDA margins over the long term [12][44] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging market conditions in 2025 but expressed confidence in the company's ability to generate strong financial results as market conditions improve [18][34] - The outlook for 2026 includes expectations for a gradual recovery in residential markets, with a focus on capturing pent-up demand for housing and renovations [44] - Management emphasized the importance of operational efficiency and strategic investments to enhance future growth potential [19][44] Other Important Information - The company achieved a recordable incident rate of 0.60, reflecting its commitment to safety [7] - The company has made significant progress in integrating its new Doors business and achieving cost synergies [11] - The company expects to maintain a disciplined capital allocation strategy while investing in high-return growth opportunities [24] Q&A Session Summary Question: How comfortable is the company with visibility into Q2 to Q4 and meeting consensus estimates? - Management indicated that visibility is improving, with expectations for roofing demand to increase throughout the year as market conditions normalize [47][49] Question: What types of investments are included in the $800 million CapEx guide? - The $800 million CapEx is focused on growth-oriented and productivity investments in Roofing and Insulation, supporting ongoing cost efficiency [52][54] Question: Can the company discuss the contractor pull-through opportunities mentioned? - Management highlighted the success of its contractor engagement model and its expansion to lumber and building material dealers, resulting in a 38% increase in dealer enrollments [68][70]

Solaris Energy Infrastructure (NYSE:SEI) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAmanda Brock - Co-Chief Executive Officer and DirectorBill Zartler - Founder, Chairman, and Co-Chief Executive OfficerDavid Arcaro - Executive Director, Equity ResearchJ.F. LeBlanc - Director, Equity ResearchKyle Ramachandran - PresidentStephen Gengaro - Managing DirectorStephen M. Tompsett - Chief Financial OfficerYvonne Fletcher - Senior Vice President of Finance and Investor RelationsConferenc ...

Owens Corning (NYSE:OC) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAmber Wohlfarth - VP of Corporate Affairs and Investor RelationsBrian Chambers - Chair and CEOMatthew Bouley - Managing DirectorTodd Fister - EVP and CFOConference Call ParticipantsAdam Baumgarten - Vice President and Equity Research AnalystAnthony Pettinari - Managing Director and Senior Equity AnalystBrian Biros - Senior AnalystJohn Lovallo - Managing Director and Senior Equity AnalystMichael Rehaut - Executive ...

Innoviz Technologies (NasdaqCM:INVZ) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAda Menaker - VP of Corporate Development and Investor RelationsCasey Ryan - Director Of ResearchColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchEldar Cegla - CFOJash Patwa - Equity Research AssociateOmer Keilaf - CEO, Co-Founder, and DirectorConference Call ParticipantsItay Michaeli - Equity AnalystMark Delaney - Managing Director and Senior Equity An ...

Hayward (NYSE:HAYW) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAndrew Carter - Associate VPEwan Jones - SVP and CFOJeffrey Hammond - Managing DirectorKevin Holleran - President and CEOKevin Maczka - VP of Investor Relations and FP&ANigel Coe - Managing DirectorTyler Bissette - Equity Research AssociateConference Call ParticipantsRob Wertheimer - Founding Partner and Machinery AnalystRyan Merkel - Specialty Distribution and Building Products and Technologies Research AnalystNone ...

Grupo Aeroportuario del Sureste (NYSE:ASR) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAdolfo Castro Rivas - CEOConference Call ParticipantsAndressa Varotto - Equity AnalystAnton Mortenkotter - Equity Research AnalystOperatorAs a reminder, today's call is being recorded. Now, I'd like to turn this call over to Mr. Adolfo Castro, Chief Executive Officer. Please go ahead, sir.Adolfo Castro RivasThank you, Dave, and good morning, everyone, and thank you for joining us today to discu ...