Universal Health Services (NYSE:UHS) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker9Good day. Thank you for standing by. Welcome to the Q4 2025 Universal Health Services Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press star one on your telephone. You will hear an automated message advising your hand is raised. To withdraw your ...

FTI Consulting (NYSE:FCN) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker3Welcome to the FTI Consulting fourth quarter and full year 2025 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 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star, then 1 on your telephone keypad. To withdraw your question, please pre ...

Fidelis Insurance (NYSE:FIHL) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker6Bailey, we're ready to go.Speaker7Good morning, ladies and gentlemen, and welcome to Fidelis Insurance Group's fourth quarter 2025 earnings conference call. As a reminder, this call is being recorded for replay purposes. Following the conclusion of formal remarks, the management team will host a question and answer session, and instructions will be given at that time. With that, I will now turn the call over to Miranda ...

United Parks & Resorts (NYSE:PRKS) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker6Ladies and gentlemen, thank you for standing by. My name is Desiree. Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the United Parks Q4 2025 earnings 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 ...

Financial Data and Key Metrics Changes - In 2025, Stantec achieved net revenue of CAD 6.5 billion, an increase of almost 11% compared to 2024, driven by 5% organic growth and 3.9% acquisition growth [3][4] - Adjusted EBITDA increased close to 17% year-over-year, with an adjusted EBITDA margin of 17.9%, a 90 basis point increase from the previous year [4][10] - Adjusted EPS for the year reached CAD 5.30, reflecting a growth of 19.9% compared to 2024 [10][11] - Operating cash flow increased by 43.1% year-over-year, from CAD 603 million to CAD 863 million [11][12] - The contract backlog reached a record high of CAD 8.6 billion, a 9.5% increase year-over-year [12][13] Business Line Data and Key Metrics Changes - The buildings business saw net revenue increase over 30% in 2025, primarily due to the acquisition of Page and solid organic growth [4][5] - The water business achieved almost 11% organic growth, driven by large wastewater treatment projects [3][5] - The energy and resources segment experienced 15% organic growth, supported by major industrial process projects [6][7] - Environmental services growth was driven by the energy transition, mining, and infrastructure sectors [5][6] Market Data and Key Metrics Changes - In the US, net revenue increased by 13.5% in Q4 2025, with 11.5% from acquisitions and just over 2% from organic growth [4][9] - Canadian net revenue grew 5.5% in Q4 2025, entirely from organic growth, and over 8% for the full year [5][6] - The global business delivered net revenue growth of 11% in Q4 2025, with over 6% organic growth [6][7] Company Strategy and Development Direction - Stantec's strategy focuses on leveraging macro trends such as aging infrastructure, defense spending, and energy transition to drive growth [16][21] - The company aims to continue expanding its high-value centers and optimizing digital strategies to enhance margins [14][21] - Stantec is committed to pursuing value-accretive acquisitions while maintaining a disciplined approach to M&A [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustained demand across diverse sectors, with expectations for net revenue growth in 2026 to be between 8.5% and 11.5% [14][16] - The company anticipates continued strong performance in the water business and growth driven by public and private sector investments [19][20] - Management highlighted the importance of AI in enhancing operational efficiency and decision-making processes [22][24] Other Important Information - The board approved an 8.9% dividend increase, raising the annualized dividend to CAD 0.98 per share [12] - Stantec's UK water team was named a preferred bidder for a significant multi-billion pound project, indicating strong future growth potential in the UK market [20][21] Q&A Session Summary Question: How does AI translate into revenue per employee utilization? - Management believes AI will enhance efficiency and drive higher net revenue per employee, similar to past technological advancements [28][29] Question: How long does it typically take for private companies to reset their valuation markers? - Management noted that the decline in public market multiples is a new phenomenon, and it may take time for private companies to adjust their expectations [30][32] Question: Where do you see more application for AI tools in the future? - AI is being used internally for efficiency and externally to refine work products, with applications expected across all business lines [44][46] Question: What is the outlook for the US segment in 2026? - Management sees increased activity in the US, particularly in data centers and environmental services, with a positive outlook for 2026 [48][50] Question: How does the company view the potential for outcome-based pricing? - Management indicated that while there is interest in outcome-based pricing, significant industry-wide changes would be required to shift from time and materials pricing [90][92]

Ardagh Metal Packaging (NYSE:AMBP) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker7Welcome to the Ardagh Metal Packaging S.A. quarterly results conference call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Mr. Stephen Lyons, Head of Investor Relations. Please go ahead.Speaker9Thank you, operator, and welcome, everybody. Thank you for joining today for Ardagh Metal Packaging's fourth quarter 2025 earnings call, which follows the earlier publication o ...

Titan International (NYSE:TWI) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker5Good morning, ladies and gentlemen, and welcome to the Titan International, Inc. Fourth Quarter 2025 Earnings Conference Call. At this time, all participants have been placed on a listen-only mode, and we will open the floor to your questions and comments after the presentation. If you need assistance during the call, please press star followed by zero on your telephone keypad. It is now my pleasure to turn the floor ...

Cars.com (NYSE:CARS) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker5Good morning, ladies and gentlemen, and welcome to the Cars fourth quarter and fiscal year 2025 earnings conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Thursday, February 26, 2026. I would now like t ...

Pebblebrook Hotel Trust (NYSE:PEB) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker6Greetings, and welcome to Pebblebrook Hotel Trust fourth quarter earnings conference call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your ...

FS KKR Capital (NYSE:FSK) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker8Good gentlemen. Welcome to FS KKR Capital Corp.'s fourth quarter and full year 2025 earnings conference call. Your lines will be in a listen-only mode during remarks by FSK. At the conclusion of the company's remarks, we will begin the question and answer session, at which time I will give you instructions on entering the queue. Please note that the conference is being recorded. At this time, Anna Kleinhenn, Head of Invest ...