Malibu Boats (NasdaqGM:MBUU) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker1Good morning and welcome to Malibu Boats' conference call to discuss second quarter 2026 results. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will follow at that time. Please be advised that reproduction of this call, in whole or in part, is not permitted without written authorization of Malibu Boats. As a reminder, today's call is bein ...

Fluence Energy (NasdaqGS:FLNC) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker1Good day, and thank you for standing by. Welcome to the Fluence Energy First Quarter 2026 earnings conference call. At this time, all participants are on listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear automated messages advising your hand is raised. To withdraw yo ...

Gladstone Capital (NasdaqGS:GLAD) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker6Greetings. Welcome to Gladstone Capital Corporation First Quarter Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note, this conference is being recorded. I will now turn the conference over to Mr. Davi ...

The Estée Lauder Companies (NYSE:EL) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker6Good day, everyone, and welcome to the Estée Lauder Companies Fiscal 2026 second quarter conference call. Today's webcast is being recorded. For opening remarks and introductions, I would like to turn the call over to the Senior Vice President of Investor Relations, Miss Rainey Mancini.Speaker4Hello. On today's webcast are Stéphane de La Faverie, President and Chief Executive Officer, and Akhil Shrivastava, Exec ...

Cardinal Health (NYSE:CAH) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker3Hello, and welcome to the second quarter fiscal year 2026 Cardinal Health Incorporated Earnings Conference Call. My name is Sergei, and I will be your coordinator for today's event. Please note that this conference is being recorded, and for the duration of the call, your lines will be on a listen only. However, you will have the opportunity to ask questions at the end of the call. This can be done by pressing star one on ...

Thomson Reuters (NYSE:TRI) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker10Good day, everyone, and welcome to the Thomson Reuters fourth quarter earnings call. Today's conference is being recorded. At this time, I'd like to turn the call over to Gary Bisbee, Head of Investor Relations. Please go ahead.Speaker6Thank you, Melinda. Good morning, and, and thank you, everyone, for joining us today for our fourth quarter 2025 earnings call. I'm joined today by our CEO, Steve Hasker, and our CFO, Mike ...

ITT (NYSE:ITT) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker9Welcome to ITT's 2025 fourth quarter conference call. Today is Thursday, February 5, 2026. Today's call is being recorded and will be available for replay beginning at 12:00 P.M. Eastern Time. At this time, all participants have been placed in the listen-only mode, and the floor will be open for your questions following the presentation. If you would like to ask a question at that time, please press star one one on your touchtone pho ...

AllianceBernstein (NYSE:AB) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker4Thank you for standing by, and welcome to the AllianceBernstein Fourth Quarter 2025 Earnings Review. At this time, all participants are in a listen-only mode. After the remarks, there will be a question-and-answer session, and I will give you instructions on how to ask questions at that time. As a reminder, this conference is being recorded and will be available for replay on our website shortly after the conclusion of t ...

Financial Performance - For Q3 FY2026, total revenue was approximately $251 million, consistent with the same period last fiscal year, and diluted earnings per share totaled $1, reflecting a 6% year-over-year increase [5][17] - For the first nine months of FY2026, revenue reached approximately $656 million, a 6% year-over-year increase, with diluted earnings per share of $1.96, up 15% from the previous year [5][20] - Gross profit margin for Q3 was 82.8%, consistent with the prior year, while operating margin increased to 35.9% from 35.6% year-over-year [19] Business Line Performance - Service assurance revenue increased approximately 5% year-over-year for the first nine months, driven by growth in enterprise customer verticals, particularly from government-related spending [6][20] - Cybersecurity revenue grew 9% year-over-year during the same period, reflecting strong demand in response to a complex cyber threat landscape [9][20] - Product revenue for Q3 was $121.7 million, down from $128.2 million the previous year, while service revenue increased by 4.1% to $129 million [18] Market Insights - The U.S. market represented 57% of total revenue, while international markets accounted for 43% during the first nine months of FY2026 [21] - The enterprise customer vertical accounted for approximately 58% of total revenue, with a 9.4% growth, while service provider vertical revenue grew 2.2% [20] Company Strategy and Industry Competition - The company is focused on product innovation, achieving annual revenue growth, and enhancing margins through disciplined cost management [14] - The competitive landscape in the service provider sector is characterized by price pressures and budget constraints, particularly in the context of 5G initiatives [44] Management Commentary on Operating Environment and Future Outlook - Management expressed cautious optimism regarding demand signals, noting that while demand remains strong, supply chain challenges could impact order timing [26][28] - The company raised its revenue outlook for FY2026 to a range of $835 million to $870 million, reflecting solid execution and continued demand for its solutions [23] Other Important Information - The company ended Q3 FY2026 with $586.2 million in cash and cash equivalents, representing an increase of $93.7 million since the end of FY2025 [21] - Free cash flow for the quarter was $59.4 million, with no outstanding balance on the $600 million revolving credit facility [21] Q&A Session Summary Question: Can you comment on demand trends and any improvements? - Management noted that demand signals are similar or improving, but supply chain challenges could delay order timing [26][27] Question: Can you quantify the pull-ins this quarter? - Approximately $15 million in pull-ins were noted, impacting both product and service revenue [29] Question: How did customer budgets work in pulling orders from one quarter to another? - Customers often pull orders based on their fiscal year-end budgets, which can lead to demand in one quarter being fulfilled from budgets allocated for another [34] Question: What AI use cases are driving the service assurance business? - Traditional service triage and enhanced data usage for AI-related applications are key drivers, with a noted contribution of about $15 million for the nine months [36][39] Question: How is the service provider business impacted by competitive dynamics? - There is no direct competitive pressure from smaller players, but budget constraints and price pressures are present [44] Question: How are supply chain issues affecting product growth margins? - Supply chain issues primarily affect timing rather than margins, as the company focuses on software solutions [46][48]

XPO (NYSE:XPO) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker11Welcome to the XPO fourth quarter 2025 earnings conference call and webcast. My name is Shamali, and I will be your operator for today's call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. If you have a question, please dial *1 on your telephone keypad. Please limit yourself to one question when you come up in the queue. If you have additional questions, you're welcom ...