The Brink's Company (NYSE:BCO) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsJesse Jenkins - VP of Investor RelationsKurt McMaken - CFOMark Eubanks - CEOSam Kusswurm - Equity Research Senior AssociateTim Oliver - President and CEOConference Call ParticipantsGeorge Tong - Managing Director and Senior Equity Research AnalystTobey Sommer - Managing Director and Senior Research AnalystOperatorWelcome to the Brink's acquisition of NCR Atleos. All participants will be in listen-only mode ...

Dell Technologies (NYSE:DELL) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director, Equity ResearchBen Reitzes - Partner, Head of Technology ResearchDavid Kennedy - ExecutiveErik Woodring - Managing Director, Head of U.S. Technology Hardware ResearchJeff Clarke - Vice Chairman and Chief Operating OfficerPaul Frantz - Head of Investor RelationsConference Call ParticipantsAaron Rakers - Managing Director, Senior Equity AnalystAsiya Merchant - Direct ...

OrthoPediatrics (NasdaqGM:KIDS) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsCaitlin Cronin - Director of MedTech Equity ResearchDavid Bailey - President and CEOFred Hite - COO and CFOMathew Blackman - Managing Director of Medical Technology Equity ResearchTrip Taylor - Investor RelationsConference Call ParticipantsBenjamin Haynor - Senior Research AnalystMatthew O'Brien - Managing Director and Senior Research AnalystMike Matson - Senior AnalystRavi Misra - VP and Associate Analys ...

Xponential Fitness (NYSE:XPOF) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsJohn Meloun - CFOMike Nuzzo - CEOPatricia Nir - SVPConference Call ParticipantsArpine Kocharian - Managing Director and Senior Equity Research AnalystJeff Van Sinderen - Senior Research AnalystJoe Altobello - Managing Director and Senior Equity Research AnalystOwen Rickert - VP and Senior Equity Research AnalystRandy Konik - Managing Director and Senior Equity AnalystRyan Meyers - Senior Research AnalystOp ...

Talen Energy (NasdaqGS:TLN) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsCole Muller - CFOCraig Shere - Director of ResearchDavid Arcaro - xecutive Director of Equity ResearchMac McFarland - President and CEOMichael Sullivan - Director of Equity ResearchNicholas Campanella - DirectorNick Amicucci - VP of Equity ResearchSergio Castro - VP and TreasurerTerry Nutt - PresidentConference Call ParticipantsAngie Storozynski - Senior Equity Research AnalystJeremy Tonet - Research Analyst ...

Ginkgo Bioworks (NYSE:DNA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsDaniel Marshall - Senior Manager of Communications and OwnershipJason Kelly - Co-Founder and CEOSteve Coen - CFODaniel MarshallGood evening. I'm Daniel Marshall, Senior Manager of Communications and Ownership. I'm joined by Jason Kelly, our co-founder and CEO, and Steve Coen, our CFO. Thanks as always for joining us. We're looking forward to updating you on our progress. As a reminder, during the presentation ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsFermi Wang - President and CEOJoe Moore - Managing Director and Head of U.S. SemiconductorsJohn Young - CFOLouis Gerhardy - VP of Corporate DevelopmentQuinn Bolton - Managing Director of Equity ResearchConference Call ParticipantsGus Richard - Managing Director and Senior Equity AnalystKevin Cassidy - Managing Director and Senior Equity AnalystLiam Pharr - Equity Research AnalystMartin Yang - Executive Director ...

Applied Optoelectronics (NasdaqGM:AAOI) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsLindsay Savarese - Investor Relations ContactStephen Murray - CFO and Chief Strategy OfficerThompson Lin - Founder, Chairman, and CEOConference Call ParticipantsGeorge Notter - Managing Director and Equity Research AnalystMichael Genovese - Managing Director and Senior Research AnalystRyan Koontz - Managing Director and Senior Equity Research AnalystSimon Leopold - Managing Director and Senior Equ ...

Financial Data and Key Metrics Changes - In Q4 2025, the company reported adjusted revenue of $2.4 billion, exceeding guidance by $140 million, with adjusted EBITDA increasing from $349 million in Q3 to $592 million in Q4, resulting in an EBITDA margin expansion from 20% to 24% [6][19] - For the full year 2025, adjusted revenue reached $6.9 billion, with an adjusted EBITDA margin of 19%, up from 18% in 2024, and adjusted diluted EPS increased to $0.28 from $0.23 [7][19] Business Line Data and Key Metrics Changes - The company achieved a net rate lock volume of $36 billion in Q4, the highest since 2021, with a gain on sale margin of 320 basis points [6][20] - The closed-end second product volume nearly doubled year-over-year, with December being the largest month ever for this product, surpassing $1 billion in origination volume [22] - Direct-to-consumer purchase closings saw double-digit growth year-on-year, with a 40% quarter-over-quarter increase in volume from the Redfin preferred pricing bundle [23] Market Data and Key Metrics Changes - The company grew its market share to 5.5% in Q4, up from 3.8% the previous year, reflecting successful execution of its strategy [7] - The population of homeowners eligible for a rate-and-term refinance surged to 4.8 million, representing over $1 trillion in unpaid principal balance, marking a four-year high [24] Company Strategy and Development Direction - The company is focused on addressing home affordability through a strategic partnership with Compass, aimed at expanding inventory and streamlining the home buying experience [16][26] - The integration of Redfin and Mr. Cooper is progressing ahead of schedule, with expense synergies expected to be fully realized before the original target of 2027 [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the mortgage origination market in 2026, anticipating a stronger market than in 2025, with forecasts suggesting double-digit growth [46][48] - The company emphasized its unique business model, which allows it to grow across various market conditions, leveraging its integrated ecosystem for client retention and recapture [25][48] Other Important Information - The company ended 2025 with $2.8 billion in available cash and total liquidity of $10.1 billion, positioning it well for future investments [25] - A change in financial presentation will occur in Q1, reclassifying warehouse interest expense on loans held for sale, which will not impact profitability [29] Q&A Session Summary Question: Can you elaborate on the strategic alliance with Compass? - Management highlighted that the partnership aims to tackle home affordability by addressing supply and demand issues, with a focus on improving inventory access and transaction efficiency [36][37] Question: What are the expectations for market share in 2026? - Management reaffirmed ambitious market share goals, emphasizing profitable expansion and the importance of distribution channels [68] Question: How is the company positioned regarding potential re-entry by banks into the mortgage space? - Management expressed confidence in its unique position and ongoing investment in the mortgage sector, viewing potential bank re-entry as a long-term challenge rather than an immediate risk [63][64]

Ginkgo Bioworks (NYSE:DNA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsDaniel Marshall - Senior Manager of Communications and OwnershipJason Kelly - Co-Founder and CEOSteve Cohen - CFODaniel MarshallGood evening. I'm Daniel Marshall, Senior Manager of Communications and Ownership. I'm joined by Jason Kelly, our co-founder and CEO, and Steve Cohen, our CFO. Thanks as always for joining us. We're looking forward to updating you on our progress. As a reminder, during the presentatio ...