Ingevity (NYSE:NGVT) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsDave Li - President and CEOLee Jagoda - Senior Managing DirectorPhil Platt - SVP of Finance and Chief Accounting Officer; Incoming CFOSurvi Varshney - Director of Investor RelationsConference Call ParticipantsDaniel Rizzo - VP, Research Analyst- Packaging, and ChemicalsJohn McNulty - Managing Director and Chemicals AnalystMichael Sison - Managing Director and Chemicals AnalystOperatorHello, everyone, welcome to the ...

Donaldson Company (NYSE:DCI) Q2 2026 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsAdam Farley - Equity Research AssociateAngel Castillo - Executive DirectorBrad Pogalz - Chief Financial OfficerBrian Drab - Partner, Co-Group Head – IndustrialsRich Lewis - Incoming President and CEOSarika Dhadwal - Head of Investor RelationsTim Thein - Managing DirectorTod Carpenter - Chairman, President, and CEOConference Call ParticipantsBryan Blair - Managing Director and Senior AnalystLaurence Alexander ...

Ingevity (NYSE:NGVT) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsDave Li - President and CEOLee Jagoda - Senior Managing DirectorPhil Platt - SVP of Finance and Chief Accounting Officer; Incoming CFOSurvi Varshney - Director of Investor RelationsConference Call ParticipantsDaniel Rizzo - VP, Research Analyst- Packaging, and ChemicalsJohn McNulty - Managing Director and Chemicals AnalystMichael Sison - Managing Director and Chemicals AnalystOperatorHello, everyone, welcome to the ...

Hagerty (NYSE:HGTY) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsGregory Peters - Managing Director of Equity ResearchJay Koval - SVP of Investor Relations and CommunicationsMaxwell Fritscher - Vice President and Equity Research AssociateMcKeel Hagerty - CEO and ChairmanPatrick McClymont - CFOConference Call ParticipantsCharlie Lederer - Equity Research AnalystElyse Greenspan - Managing Director and Senior Equity AnalystMichael Phillips - Managing Director and Senior AnalystTommy ...

TORM (NasdaqGS:TRMD) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsCliment Molins - Head of Shipping ResearchJacob Meldgaard - CEOKim Balle - CFOConference Call ParticipantsFrode Mørkedal - Senior Equity Research AnalystOperatorHello, welcome to the TORM Full Year 2025 Results Conference Call. 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, press star o ...

Summit Hotel Properties (NYSE:INN) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsJonathan Stanner - President and CEOKevin Milota - Senior VP of Corporate FinanceTrey Conkling - EVP and CFOConference Call ParticipantsAustin Wurschmidt - Senior Research AnalystChris Woronka - Director and Senior Equity AnalystMichael Bellisario - Senior Research Analyst and MdOperatorGood day, and thank you for standing by. Welcome to the Summit Hotel Properties, Inc. Fourth Quarter 2025 conference ...

TWFG (NasdaqGS:TWFG) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsBob Huang - Equity Research Executive DirectorGordy Bunch - Founder, Chairman, and CEOJanice Zwinggi - Chief Financial OfficerMolly Knoell - Equity Research AssociateConference Call ParticipantsMichael Zaremski - Senior Equity Research Analyst and Managing DirectorPablo Singzon - Equity Research AnalystPaul Newsome - Managing Director and Senior Research AnalystRowland Mayor - Senior Sell-Side Equity Research Analys ...

TORM (NasdaqGS:TRMD) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsCliment Molins - Head of Shipping ResearchJacob Meldgaard - CEOKim Balle - CFOConference Call ParticipantsFrode Mørkedal - Senior Equity Research AnalystOperatorHello, welcome to the TORM full year 2025 results conference call. 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, press star o ...

Financial Data and Key Metrics Changes - Normalized FFO for Q4 2025 was $0.24 per share, unchanged from the prior year, while for the full year, it increased by 2% to $0.95 per share compared to $0.93 in 2024 [6][16] - Gross Normalized FFO increased by 7% for the quarter and 15% for the year [7] - Total revenue, including home sales, reached $261.8 million for the year, a 9% increase over the previous year [10] Business Line Data and Key Metrics Changes - Rental and related income grew to $226.7 million for the year, representing a 10% increase from $207 million in 2024 [9][17] - Same-property revenue growth was 8.2% for the year, with same-property NOI growth of 9% [10][18] - Home sales generated gross revenue of $36.4 million for the year, a 9% increase from $33.5 million in 2024 [12] Market Data and Key Metrics Changes - The company added 717 new rental homes, bringing total rental home inventory to approximately 11,000 units with a 93.8% occupancy rate [11] - The average occupancy in newly acquired communities was 78% at acquisition, providing immediate upside potential [13] Company Strategy and Development Direction - The company aims to continue growing through acquisitions, community development, and enhancing the profitability of its sales operations [28][30] - Investments in communities have improved living conditions and generated strong demand, resulting in waiting lists for rental homes [29] - The company is exploring the expansion of communities and other uses for its vacant land, which holds substantial value [30] Management's Comments on Operating Environment and Future Outlook - The affordable housing crisis is a national concern, and the company positions factory-built homes as a solution [6] - Management anticipates strong growth prospects for 2026, supported by positive industry fundamentals and high demand for affordable housing [31][32] - The company expects to achieve normalized FFO guidance of $0.97 to $1.05 per share for 2026, reflecting a 2%-10% increase [8][27] Other Important Information - The company ended the year with $72 million in cash and cash equivalents and $260 million available on its credit facility [19] - Total debt at year-end was approximately $761 million, with 99% being fixed rate [20][21] - The company repurchased 320,000 shares of common stock at an average price of $15.06 per share, reflecting confidence in its undervaluation [24] Q&A Session Summary Question: What is the strategy between rental and home sales? - Management emphasizes the importance of rentals for short-term housing needs, which helps convert renters into buyers [36] Question: What is the expected same-store NOI growth without weather-related expenses? - Management indicated that without elevated snow removal costs, same-store NOI growth would have approached 10% [42][43] Question: What are the dynamics affecting home prices and supply chain issues? - Management noted that prices for homes remain stable, with no significant delays in obtaining homes [44][45] Question: What is the outlook for rental homes and acquisition opportunities? - Management expects rental home growth to be weighted towards the spring and summer months, with ongoing competitive acquisition opportunities [56][59]

Enerflex (NYSE:EFXT) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsAaron MacNeil - Director of Institutional Equity ResearchJeff Fetterly - VP of Corporate Development and Investor RelationsJohn Gibson - Director of Equity ResearchPaul Mahoney - President and CEOPreet Dhindsa - SVP & CFOTim Monachello - Managing Director, Institutional Equity Research, Energy and Industrial Services and TechnologyOperatorGood day, and thank you for standing by. Welcome to the Enerflex Fourth Quarte ...