Acadia Healthcare Company (NasdaqGS:ACHC) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAnn Hynes - Managing DirectorDebbie Osteen - CEOJohn Ransom - Managing DirectorPatrick Feeley - SVP and Head of Investor RelationsSarah James - Managing DirectorThomas Walsh - Equity Research AssociateTodd Young - CFOConference Call ParticipantsA.J. Rice - Managing Director and Senior Equity Research AnalystBen Hendrix - VP and Equity Research AnalystJason Cassorla - Senior Equity Research Analy ...

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 Q4 2025 financial results. We have with us Mr. Aristides Pittas, Chairman and Chief Executive Officer, Ms. Athina Atalioti, Chief Financial Officer, and Mr. Tasos Aslidis, Chief Strategy ...

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 ...

Range Resources (NYSE:RRC) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsDennis Degner - CEOKevin MacCurdy - Managing DirectorLaith Sando - SVP of Investor Relations at Range ResourcesMark Scucchi - CFOMichael Scialla - Managing DirectorScott Hanold - Managing DirectorConference Call ParticipantsDouglas Leggate - Senior Research AnalystJacob Roberts - Director and Equity Research AnalystJohn Annis - Senior Research AnalystNeil Mehta - Managing Director and Senior Equity Research An ...

Range Resources (NYSE:RRC) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsDennis Degner - CEOKevin MacCurdy - Managing DirectorLaith Sando - SVP of Investor RelationsMark Scucchi - CFOMichael Scialla - Managing DirectorScott Hanold - Managing DirectorConference Call ParticipantsDouglas Leggate - Senior Research AnalystJacob Roberts - Director and Equity Research AnalystJohn Annis - Senior Research AnalystNeil Mehta - Managing Director and Senior Equity Research AnalystPhillip Jungwi ...

International General Insurance (NasdaqCM:IGIC) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker0Good 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 mode. Should you need assistance, please signal a conference specialist by pressing the Star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star, then ...

Financial Data and Key Metrics Changes - The company reported a strong fourth quarter with revenue of $28.4 million, up 14% year-over-year, and total revenue for 2025 reached $102 million, an 11% increase from $92.2 million in 2024 [17][4] - Cybersecurity-as-a-Service (CCaaS) revenue was $8.1 million in the fourth quarter, up 70% year-over-year, and comprised 28% of total revenue for the quarter [17][4] - Annual recurring revenue (ARR) for CCaaS was $30.8 million as of December 2025, reflecting a 69% year-over-year increase [17][4] - Non-GAAP operating income for Q4 was $3.6 million, a 101% increase compared to $1.8 million in Q4 2024, and for the full year, it was $8.9 million compared to $0.6 million in 2024 [19][20] - The company ended 2025 with over $88 million in cash and no debt, providing strategic flexibility for growth initiatives [5][20] Business Line Data and Key Metrics Changes - Recurring revenue increased to 28% of total revenue in Q4 and represented 62% of total revenue for the full year, enhancing revenue visibility [5][17] - The CCaaS offering is the primary growth driver, with significant traction and a strong pipeline of new business opportunities [6][15] Market Data and Key Metrics Changes - The company is focused on expanding its partnerships with Communication Service Providers (CSPs) and telcos to enhance its market reach [6][7] - The partnership with Compax Venture allows for the introduction of cybersecurity services to MVNO customers, expanding the addressable market [6][7] Company Strategy and Development Direction - The company aims to be a cybersecurity-first organization, integrating cybersecurity and network intelligence to enhance its service offerings [5][6] - The strategy includes expanding the CCaaS model and introducing new products like Off-Net solutions to increase average revenue per user (ARPU) [8][11] - The company plans to evolve its offerings to provide comprehensive protection for consumers and SMBs, addressing underserved markets [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, expecting continued double-digit revenue growth in 2026, with total revenue projected between $113 million and $117 million [15][23] - The company anticipates strong demand for its cybersecurity services, driven by increasing awareness of cybersecurity threats [48][72] - Management acknowledged potential cost pressures from supply chain constraints but remains confident in maintaining a gross margin around 70% [21][23] Other Important Information - The company is actively investing in marketing and sales to strengthen its go-to-market capabilities and support new product launches [14][23] - Participation in major industry events like Mobile World Congress and RSA Conference is planned to showcase new products and drive customer engagement [14][15] Q&A Session Summary Question: What drove the strength in the CCaaS business this quarter? - Management noted strong adoption rates for security services launched with customers, contributing to increased ARR and revenue [26] Question: Can you elaborate on the MVNO opportunity? - Management highlighted that targeting MVNOs with cybersecurity offerings could differentiate their services and potentially unlock significant new revenue streams [30][32] Question: Is the wording around CCaaS ARR expectations more positive than a year ago? - Management confirmed strong demand for solutions and visibility into growth, indicating robust expectations for CCaaS ARR [36][38] Question: What is the book-to-bill ratio in the Smart business? - Management reported a book-to-bill ratio over one, indicating strong demand and a healthy backlog for 2026 [78][79] Question: How is the company addressing AI-driven fraud attempts? - Management emphasized leveraging network visibility to identify and protect against sophisticated fraud attempts, enhancing customer security [68][69]

Grupo Aeroportuario del Sureste (NYSE:ASR) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker3As 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.Speaker0Thank you, Dave, and good morning, everyone, and thank you for joining us today to discuss ASUR's results for the 4th quarter and full year 2025. Before I begin discussing our results, let me remind you that certain statements made during the call t ...

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% [5] - 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% [6][20] - The company returned $1 billion to shareholders through dividends and share repurchases in 2025, marking a total of over $4 billion returned since 2020 [7] Business Line Data and Key Metrics Changes - Roofing business Q4 sales were $774 million, down 27% year-over-year, with full-year sales of $4.4 billion, down 4% [24][25] - Insulation business Q4 revenues were $916 million, down 7%, with full-year sales of $3.7 billion, down 6% [26][27] - Doors business generated Q4 revenue of $486 million, down 14%, with full-year sales of approximately $2.1 billion [28][29] Market Data and Key Metrics Changes - The U.S. asphalt shingle market declined approximately 10% for the year, with a significant drop in the second half due to weak storm demand [25] - North American residential new construction and discretionary repair and remodel activity are expected to remain soft in early 2026, reflecting the lowest level of quarterly housing starts in six years [33] Company Strategy and Development Direction - The company is focusing on enhancing operational efficiency and accelerating organic growth through strategic initiatives [5] - Major strategic moves include divesting from non-core businesses and shifting towards residential product categories [9] - The company aims to achieve a mid-20% Adjusted EBITDA margin profile over the long term through factory modernization and cost efficiency initiatives [15] Management's Comments on Operating Environment and Future Outlook - Management noted that 2025 was a challenging year with weakening U.S. residential trends and distribution destocking [4] - For 2026, the company expects market conditions to improve in the second half of the year, with multiple paths to deliver strong results [33] - The company anticipates first quarter revenue from continuing operations of approximately $2.1 billion to $2.2 billion, in line with Q4 [34] Other Important Information - The company achieved a recordable incident rate of 0.60, which is industry-leading among U.S. manufacturers [5] - The company has been recognized as one of The Wall Street Journal's top 250 Best Managed Companies, ranking 73rd overall [17] Q&A Session Summary Question: How comfortable is the company with visibility into Q2 to Q4? - Management expressed confidence in visibility, expecting roofing demand to improve throughout the year as market conditions normalize [46][48] Question: What types of investments are included in the $800 million CapEx guide? - The $800 million CapEx is focused on growth-oriented and productivity-oriented investments in Roofing and Insulation, supporting ongoing cost efficiency [50][52] Question: Can the company elaborate on the contractor pull-through opportunities? - The company is leveraging its successful contractor engagement model to create downstream demand, with a significant increase in dealer enrollments [66][69]

Innoviz Technologies (NasdaqCM:INVZ) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker8Ladies and gentlemen, thank you for standing by. Welcome to Innoviz's fourth quarter 2025 earnings call. Our presentation today will be followed by a Q&A session, at which time, if you wish to ask a question, you will need to either raise your hand using your mobile or desktop application or press star nine on your telephone keypad and wait for your name to be announced. I must advise you that this call is being ...