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 ...

i3 Verticals (NasdaqGS:IIIV) Q1 2026 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsCharles Nabhan - Managing Director of Equity Research- Payments/FintechClay Whitson - Chief Strategy OfficerGeoff Smith - Chief Financial OfficerGreg Daily - Chairman and CEORick Stanford - PresidentConference Call ParticipantsAlexander Markgraf - AnalystMadison Schurr - Senior Associate/AnalystPeter Heckman - AnalystOperatorGood day, everyone, and welcome to the i3 Verticals first quarter 2026 earnings conf ...

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 ...

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 Speaker6Good day and welcome to AerCap's Q4 2025 financial results. Today's conference is being recorded, and a transcript will be available following the call on the company's website. At this time, I'd like to turn the conference over to Brian Canniffe, Group Treasurer. Please go ahead, sir.Speaker1Thank you, Operator, and hello everyone. Welcome to our fourth quarter 2025 conference call. With me today is our Chief Executive Officer Ae ...

Biogen (NasdaqGS:BIIB) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Speaker1Good morning, my name is Ruth and I will be your conference operator today. At this time, I would like to welcome everyone to the Biogen fourth quarter and full year 2025 earnings call and business update. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star 1 on your ...

Financial Data and Key Metrics Changes - 2025 was a record year for the company, with fee-related earnings (FRE) up 12% year-over-year, reaching a margin of 47% [4][15] - Total inflows amounted to $54 billion, significantly exceeding the original target of $40 billion, and representing a 32% increase year-over-year [4][16] - Distributable earnings (DE) for 2025 were $1.7 billion, or $4.02 per share, an 11% increase from the previous year [13][15] - Total fee revenues reached a record $2.6 billion for the full year, reflecting a 10% organic growth rate [15] Business Line Data and Key Metrics Changes - Carlyle AlpInvest generated a record $274 million of FRE for the year, up nearly 60% [17] - Global Credit delivered a record $402 million of FRE for 2025, up 21% from the prior year [18] - Global private equity realized over $18 billion of proceeds in 2025, the highest level in the past three years [19] Market Data and Key Metrics Changes - The company was the number 1 private equity sponsor globally by IPO proceeds, generating approximately $10 billion of IPO issuance over the past two years [5][6] - The IPO of Medline raised more than $7 billion, marking it as the largest sponsor-backed IPO of all time [6] - Direct lending had a record quarter of originations, with CLO inflows of $7 billion in 2025, up almost 20% from the prior year [9][10] Company Strategy and Development Direction - The company continues to focus on investment performance, disciplined capital allocation, and delivering long-term value for global investors and shareholders [11] - Strategic investments have been made in global wealth, insurance solutions, and asset-backed finance, with significant opportunities for continued growth [15] - The company plans to host a shareholder update to share multi-year financial targets and insights into its strategic direction [12] Management's Comments on Operating Environment and Future Outlook - Despite recent market volatility, management remains optimistic about the economic engine, citing strong January data indicating good GDP growth and EBITDA generation [25][26] - The company expects continued growth supported by a diversified fundraising pipeline and improving capital markets conditions [20] - Management acknowledges the complexity of the macro environment but believes it is generally constructive for deployment and realization activity [20] Other Important Information - The company returned a record $1.2 billion of capital to shareholders through dividends and share buybacks during 2025 [19] - The balance sheet remains strong, with $2 billion in cash and over $3 billion in investments [19] Q&A Session Summary Question: Thoughts on sustainability of monetization momentum into 2026 - Management is cautious about extrapolating recent market volatility but notes that January data looks promising for GDP growth and margins [25][26] Question: State of play in direct lending and credit - Management feels well-positioned in direct lending and has added key leaders to enhance origination and integration across private credit strategies [32][34] Question: Expectations for management fee growth in 2026 - Management will provide more details in the upcoming shareholder update but emphasizes the diversification in business mix driving success [52][78] Question: Outlook for CLOs in 2026 - The CLO business has performed well, and management expects another active year, although it may not reach the record levels of the past two years [83] Question: Steps to enhance originations in the credit business - The company has built a strong origination team and achieved record originations in 2025, with plans to continue leveraging its capabilities [88][90]

Under Armour (NYSE:UA) Q3 2026 Earnings call February 06, 2026 08:30 AM ET Speaker6Good day, and welcome to the Under Armour third quarter 2026 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 the question, please press sta ...

i3 Verticals (NasdaqGS:IIIV) Q1 2026 Earnings call February 06, 2026 08:30 AM ET Speaker2Good day, everyone, and welcome to the i3 Verticals first quarter 2026 earnings conference call. Today's call is being recorded, and a replay will be available starting today through February 13th. The number for the replay is 855-669-9658, and the code is 6769466. The replay may be accessed for 30 days at the company's website. At this time, for opening remarks, I would like to turn the call over to Clay Whitson, Chief ...

Banco Bradesco (NYSE:BBD) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Speaker0From Cidade de Deus and Recorders of Bradesco for this earnings release presentation related to the fourth quarter of 2025. Why not say, of the full year of 2025, today is February 6th, and my watch shows 10:31 A.M. I start this presentation saying that all of this material has been released last night after market closing, and I think you had access to it. I start with our recurring net income, BRL 6.5 billion, growing 20 ...