TTM Technologies (NasdaqGS:TTMI) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsDan Bailey - EVP and CFOEdwin Roks - President and CEOMike Crawford - Senior Managing Director and Head of the Discovery GroupRuben Roy - Managing DirectorSean Hannan - VP of Investor RelationsConference Call ParticipantsJim Ricchiuti - Senior AnalystWill Stein - Semiconductor and Artificial Intelligence Equity Research AnalystOperatorGood day and welcome to the TTM Technologies Q4 2025 earnings conferen ...

Tenable (NasdaqGS:TENB) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAbhishek Murali - Equity Research AssociateBrian Essex - Executive Director of U.S. Software Equity ResearchErin Carney - VP of Investor RelationsMark Thurmond - Co-CEOMatt Brown - CFOSaket Kalia - DirectorSteve Vintz - Co-CEOConference Call ParticipantsJonathan Ho - Partner and Research AnalystJoseph Gallo - Secuity Software Equity Research AnalystMike Cikos - Senior AnalystPatrick Colville - Director and Equity ...

PC Connection (NasdaqGS:CNXN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAdam Tindle - Managing DirectorSamantha Tracy - Head of Investor RelationsThomas Baker - Senior VP, Treasurer, and CFOTimothy McGrath - President and CEOConference Call ParticipantsAnthony Lebiedzinski - Senior Equity AnalystOperatorGood afternoon, and welcome to the Q4 2025 Connection Earnings Conference Call. My name is Lisa, and I will be the coordinator for the call today. At this time, all participants ...

Blue Bird (NasdaqGM:BLBD) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAndrew Scutt - Equity Research AssociateGreg Lewis - Managing DirectorJohn Wyskiel - CEOMark Benfield - Head of Investor RelationsMike Shlisky - Managing DirectorRazvan Radulescu - CFOConference Call ParticipantsChris Pierce - Equity Research AnalystEric Stine - Senior Research AnalystModeratorHello, everyone. Thank you for attending today's Blue Bird Fiscal 2026 first quarter earnings call. My name is William, ...

Cerence (NasdaqGS:CRNC) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAman Gupta - Executive Director of Private EquityBrian Krzanich - CEOKate Hickman - VP of Corporate Communications and Head of Investor RelationsTony Rodriquez - CFOConference Call ParticipantsItay Michaeli - Senior AnalystJeffrey Van Rhee - Senior Research AnalystOperatorGood day, and thank you for standing by. Welcome to the Cerence First Quarter 2026 earnings call. At this time, all participants are in listen- ...

Financial Data and Key Metrics Changes - The company reported a fourth-quarter net income of $50.1 million, resulting in airline-only earnings of $2.72 per share, exceeding the guided range of $2 per share [21] - Full-year 2025 consolidated net income was $70.3 million or $3.80 per share, with airline earnings at $93.8 million, yielding $5.07 per share [21] - Adjusted operating margin for the fourth quarter was 12.9%, among the best in the industry, with unit costs falling more than 6% for the year [6][8] Business Line Data and Key Metrics Changes - Total airline revenue for 2025 was over $2.5 billion, up approximately 4.3% year-over-year, with fourth-quarter revenue at approximately $656 million, up 7.6% compared to Q4 2024 [12][13] - The airline segment produced an EBITDA margin of nearly 22% in the fourth quarter, underscoring the earnings power of the model in a favorable leisure demand environment [21] - Fixed fee revenue contribution in Q4 was a record $25.5 million, despite increased scheduled service utilization [13] Market Data and Key Metrics Changes - Current leisure demand is strong, with significant improvement observed over the holiday period, continuing into January [9] - The company expects a 13.5% adjusted operating margin in Q1 2026, indicating strong demand trends [9] - The company anticipates a slight decline in capacity for 2026, with a focus on leveraging existing infrastructure to drive revenue per available seat mile (TRASM) improvement [27] Company Strategy and Development Direction - The company is committed to balancing growth with profitability, focusing on "earning the right to grow" [9] - The acquisition of Sun Country is seen as a strategic move to build a leading leisure airline in the U.S., with a thoughtful integration plan underway [10] - The company aims to leverage modern technology platforms to enhance operational efficiency and customer experience [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic uncertainties, with a focus on maintaining a strong financial position [27][28] - The company is optimistic about the demand environment, with expectations for continued revenue growth and margin expansion [9][27] - Management highlighted the importance of operational excellence and team dedication in achieving strong performance [11] Other Important Information - The company ended the year with total available liquidity of $1.1 billion and reduced net leverage to 2.3x, nearing pre-COVID levels [24] - Capital expenditures for 2026 are expected to be approximately $750 million, with a focus on aircraft-related spending [25] - The company has a healthy order book with over 100 new technology aircraft, positioning it well for future growth [29] Q&A Session Summary Question: What is driving the exceptional demand in January? - Management noted that improved visitation and bookings are contributing to strong demand, with expectations for continued strength through spring break and Easter [31][32] Question: How does the company view RASM and CASM for the year? - Management expects TRASM to improve more than CASM, reinforcing margin expansion [35] Question: What is the outlook for the first quarter versus the full year? - Management indicated that current strong trends are not fully assumed in the full-year guidance, reflecting a conservative approach [40][41] Question: How is the company planning to finance the merger with Sun Country? - Management stated that cash balances are ahead of schedule and could be used for the cash consideration of the merger, with options for refinancing existing debt [51][52] Question: What opportunities exist with the MAX aircraft and the merger? - Management expressed excitement about the flexibility and potential synergies from the combined fleet, emphasizing the strategic advantages of owning their aircraft [57][93]

Universal Technical Institute (NYSE:UTI) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsBruce Schuman - CFOJerome Grant - CEOMatt Kempton - VP of Corporate Finance and Investor RelationsConference Call ParticipantsAlex Paris - AnalystEric Martinuzzi - AnalystGriffin Boss - AnalystJasper Bibb - AnalystMike Grondahl - AnalystRaj Sharma - AnalystSteve Frankel - AnalystOperatorGood afternoon, and welcome to the Universal Technical Institute first quarter 2026 earnings conference call. A ...

LifeVantage (NasdaqCM:LFVN) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsCarl Aure - CFODoug Lane - Managing Director of ConsumerReed Anderson - Managing DirectorSteve Fife - President and CEOConference Call ParticipantsRyan Meyers - Senior Research AnalystOperatorGood day, ladies and gentlemen, and thank you for standing by. Welcome to today's conference call to discuss LifeVantage's Second Quarter of Fiscal 2026 Results. At this time, all participants are in a listen-only mode. ...

Universal Technical Institute (NYSE:UTI) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsBruce Schuman - CFOJerome Grant - CEOMatt Kempton - VP of Corporate Finance and Investor RelationsConference Call ParticipantsAlex Paris - AnalystEric Martinuzzi - AnalystGriffin Boss - AnalystJasper Bibb - AnalystMike Grondahl - AnalystRaj Sharma - AnalystSteve Frankel - AnalystOperatorGood afternoon, and welcome to the Universal Technical Institute first quarter 2026 earnings conference call. A ...

Central Garden & Pet Company (NasdaqGS:CENT) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsBrad Smith - CFOBrad Thomas - Managing DirectorFriederike Edelmann - Head of Investor RelationsJ.D. Walker - President of Garden Consumer ProductsJohn Hanson - President of Pet Consumer ProductsNiko Lahanas - CEOConference Call ParticipantsBrian McNamara - AnalystJim Chartier - AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Central Garden & Pet's Fiscal 2026 First ...