Lantheus (NasdaqGM:LNTH) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker10Good morning. Welcome to Lantheus' fourth quarter and full year 2025 conference call. All lines have been placed on mute. This call is being recorded. A replay will be available in the Investors section of the company's website approximately two hours after the completion of the call, and will be archived for at least 30 days. I'll now turn the call over to Mark Guarnieri, Vice President of Investor Relations. Mark?Speaker ...

Financial Data and Key Metrics Changes - In 2025, the company achieved a cash flow from operations (CFFO) of EUR 12.5 billion, which was EUR 1.5 billion ahead of plan on a scenario-adjusted basis [7] - Pro forma adjusted EBIT for Q4 was EUR 2.9 billion, up 6% year-on-year, despite lower oil prices and a weaker dollar [8] - Full-year production reached 1.728 million barrels per day, 2% above guidance, with Q4 production at 1.839 million barrels per day, up 7% year-on-year [8][9] - The company reduced gross CapEx from EUR 9 billion to EUR 8.5 billion, with net CapEx on a pro forma basis lower than EUR 5 billion [7][10] Business Line Data and Key Metrics Changes - The global natural resources segment saw a 4% increase in underlying production, with a reserves replacement ratio above 160% [3] - Transition activities generated EUR 2 billion of EBITDA, with a contribution of EUR 5.8 billion from private equity firms [5] - The industrial transformation segment delivered EBIT above EUR 1 billion for the fourth consecutive year, despite a softer market [4] Market Data and Key Metrics Changes - The company discovered 900 million barrels of new resources in 2025, reaffirming its industry-leading track record [4] - The biofuel market is expected to see demand exceed 20 million in 2026, driven by regulatory changes in Europe and the U.S. [75] Company Strategy and Development Direction - The company plans to continue its focus on organic growth in upstream operations, leveraging exploration successes and partnerships [12] - The strategy remains unchanged, emphasizing operational efficiency and disciplined capital alignment [12][13] - The company is advancing its energy transition programs, including CCS, fusion, and battery storage [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate challenges in the energy market while capturing growth opportunities [6] - The outlook for 2026 includes a focus on maintaining low gearing levels and a commitment to shareholder distributions [11][12] - Management highlighted the importance of maintaining a robust financial position to manage market cycles [6] Other Important Information - The company raised its share buyback program by 20% to EUR 1.8 billion, reflecting a commitment to enhancing shareholder returns [8][12] - The company expects to limit gross CapEx to around EUR 7 billion in 2026, with net CapEx at around EUR 5 billion [11] Q&A Session Questions and Answers Question: Outlook for the joint venture with PETRONAS - Management indicated that the joint venture is expected to contribute to production, with a target of reaching 500,000 barrels per day in the coming years [17][18] Question: CapEx guidance and deconsolidation of Indonesia - Management confirmed that the reduction in CapEx is due to optimization strategies and not a reduction in growth [25][26] Question: Biofuel trading environment in 2026 - The company anticipates a constructive development in the biofuel market, driven by regulatory changes and increased demand [75] Question: Impact of Italian energy reform - Management noted that the impact of the energy reform is slightly negative but marginal, given the company's diverse activities [50] Question: Update on offshore Libya drilling - Management confirmed that drilling is ongoing and results will be announced when available [96]

D-Wave Quantum (NYSE:QBTS) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker13Good morning, everyone, and welcome to D-Wave's fourth quarter fiscal year 2025 earnings conference call. Today's conference call is being recorded. At this time, I would like to turn the call over to Kevin Hunt, Senior Director of Investor Relations. Please go ahead.Speaker10Thank you and good morning. With me today are Dr. Alan Baratz, our Chief Executive Officer, and John Markovich, our Chief Financial Officer. Before ...

BeOne Medicines (NasdaqGS:BGNE) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker10Good day, everyone. Welcome to BeOne Medicines Q4 and full year 2025 earnings call webcast. 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. At this time, I would like to turn the call over to the company.Speaker3Hello and welcome. Thanks for joining us today. I'm Dan Maller, Head of Investor Relations at BeOne Medicines. Be ...

Celsius (NasdaqCM:CELH) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker7Hello, everyone. Thank you for joining us, welcome to the Celsius Holdings Fourth Quarter 2025 Earnings Conference Call. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I will now hand the call over to Paul Wiseman, Investor Relations. Please go ahead.Speaker8Good m ...

Dorman Products (NasdaqGS:DORM) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker8Good morning. Thank you for standing by. Welcome to the Dorman Products Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. Please note that this conference is being recorded. I would now like to turn the conference over to Alex Whitelam, Vice President of Investor Relations. Thank you, sir. Please g ...

Canadian Imperial Bank of Commerce (NYSE:CM) Q1 2026 Earnings call February 26, 2026 07:30 AM ET Company ParticipantsChristian Exshaw - Senior EVPEbrahim Poonawala - Head Managing Director of American Banks ResearchFrank Guse - Chief Risk OfficerGeoff Weiss - Senior VP of Investor RelationsHarry Culham - President and CEOMario Mendonca - Managing DirectorRaj Viswanathan - Group Head and CFORob Sedran - CFOConference Call ParticipantsDoug Young - Equity Research AnalystGabriel Dechaine - Managing Director an ...

Baidu (NasdaqGS:BIDU) Q4 2025 Earnings call February 26, 2026 07:30 AM ET Company ParticipantsHenry He - CFOJuan Lin - Director of Investor RelationsJulius Luo - Executive Vice PresidentRobin Li - Co-founder, Chairman, and CEOConference Call ParticipantsAlex Yao - Managing Director and Senior Equity AnalystAlicia Yap - Managing Director and Senior Equity AnalystEllie Jiang - Equity Research AnalystGary Yu - Research AnalystLincoln Kong - AnalystMiranda Zhuang - Research AnalystWei Xiong - Stock AnalystOpera ...

Canadian Imperial Bank of Commerce (NYSE:CM) Q1 2026 Earnings call February 26, 2026 07:30 AM ET Speaker9Good morning, welcome to the CIBC first quarter quarterly results conference call. Please be advised that this call is being recorded. I would now like to turn the meeting over to Geoff Weiss, Senior Vice President, Investor Relations. Please go ahead, Geoff.Speaker4Thank you and good morning. We will begin this morning's call with opening remarks from Harry Culham, our President and Chief Executive Offi ...

Baidu (NasdaqGS:BIDU) Q4 2025 Earnings call February 26, 2026 07:30 AM ET Speaker8Hello, thank you for standing by for Baidu's fourth quarter and fiscal year 2025 earnings conference call. At this time, all participants are in a listen-only mode. After management's prepared remarks, there will be a question-and-answer session. Today's conference is being recorded. If you have any objections, you may disconnect at this time. I would now like to turn the meeting over to your host for today's conference, Juan ...