SelectQuote (NYSE:SLQT) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsBen Hendrix - VPBob Grant - PresidentDavid Windley - Managing DirectorMatt Gunter - Head of Investor RelationsRyan Clement - CFOTim Danker - CEOConference Call ParticipantsGeorge Sutton - Senior Research AnalystPat McCann - Equity Research AnalystOperatorWelcome to SelectQuote's Q2 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will ...

Itaú Unibanco (NYSE:ITUB) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsCarlos Gomez-Lopez - Head of LatAm Financial InstitutionsMilton Maluhy Filho - CEOTito Labarta - VPNone - TranslatorConference Call ParticipantsJorge Kuri - AnalystNoneHello! Good morning, everyone. My name is Gustavo, and it is a pleasure to have you joining us for our fourth quarter 2025 earnings video conference. As always, Milton will walk you through our performance, and afterwards, we will have our tradit ...

Financial Data and Key Metrics Changes - Third quarter revenue was $339 million, bringing year-to-date revenue to $988 million, with reported revenue reflecting a $153 million impact from last year's portfolio transitions [5][6] - Adjusted earnings per share increased 10% in the quarter to $1.31 and 11% year-to-date to $3.67, indicating strong earnings quality and durability [6][16] - Adjusted gross margin was 60.2% in the third quarter, up 250 basis points year-over-year, and 60.5% year-to-date, up 390 basis points [13][14] - Free cash flow for the third quarter was $74 million, bringing year-to-date free cash flow to $165 million, representing a more than threefold increase compared to the prior year [17][18] Business Line Data and Key Metrics Changes - Hospital revenue was $144 million in the third quarter, down 1% but up 2% year-to-date organically, with strong performance in Blood Management Technologies offsetting softness in Interventional Technologies [6][9] - Blood Management Technologies grew 8% in the quarter and 11% year-to-date, driven by strong sales of TEG 6s disposables and the heparinase neutralization cartridge [6][7] - Interventional Technology revenue declined 12% in the quarter and 8% year-to-date, primarily due to softness in esophageal cooling and OEM-related headwinds [8][9] - Plasma revenue was $139 million, up 3% on a reported basis, with organic growth of 20% in the quarter and 22% year-to-date, driven by share gains and collection volume [9][10] Market Data and Key Metrics Changes - U.S. plasma collections grew in the low double digits in the third quarter, with the company holding approximately 50% global market share [10] - Blood Center revenue was $57 million in the quarter, growing 3% in the quarter and 4% year-to-date organically, driven by international plasma demand [10][11] Company Strategy and Development Direction - The company is focused on returning the Interventional Technologies franchise to sustainable growth in fiscal 2027, with targeted actions underway to strengthen execution [20][21] - The acquisition of Vivasure is expected to enhance the company's leadership in vascular closure, with a $300 million addressable market identified [43][46] - Capital allocation priorities include investing in organic growth, meeting debt obligations, and opportunistically returning cash to shareholders while maintaining balance sheet flexibility [22][46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the plasma business, highlighting strong share gains and favorable market conditions [25][27] - The company anticipates continued margin expansion, although future increments may be smaller than those seen in fiscal 2026 [30][31] - Management remains optimistic about the growth potential in the vascular closure market, particularly with the anticipated MVP XL label expansion [38][59] Other Important Information - The company raised its full-year revenue guidance to a decline of 1%-3%, reflecting improved performance across Plasma, Blood Center, and Blood Management Technologies [11] - Adjusted operating income increased 4% year-to-date to $254 million, with adjusted operating margin expanding 200 basis points to 25.7% [15] Q&A Session Summary Question: Insights on plasma growth and sustainability - Management highlighted strong share gains and collection volume growth, indicating a favorable outlook for plasma in fiscal 2027 [25][27] Question: Margin expectations and challenges in the hospital business - Management acknowledged a sequential decline in adjusted operating margin but expressed confidence in overall margin expansion moving forward [30][31] Question: Updates on the IVT business and competition - Management noted that a significant portion of the decline in IVT was due to specific market dynamics, but they are confident in their strategy to return to growth [36][38] Question: Details on the Vivasure acquisition and market positioning - Management emphasized the strategic importance of Vivasure in enhancing their vascular closure portfolio and outlined a measured approach to its market launch [43][46] Question: Sustainability of blood center growth - Management indicated that while the blood center business has shown positive growth, it is subject to order timing and market conditions [79]

Financial Data and Key Metrics Changes - The company achieved pro forma revenue growth of 18% in the second quarter, with earnings per share (EPS) increasing by 34% to $2.69 compared to the prior year [5][21] - Operating margin expanded by 390 basis points, reflecting strong operational performance [21][24] - Gross margin for the quarter was reported at 75.5%, an increase of 110 basis points year-over-year [24] Business Line Data and Key Metrics Changes - Coach brand revenue increased by 25%, with customer acquisition driving top-line gains, welcoming 2.9 million new customers [8][21] - Kate Spade experienced a revenue decline of 14%, attributed to a strategic pullback in promotional activity [16][21] Market Data and Key Metrics Changes - North America sales increased by 17%, with Coach leading at 27% growth [21][22] - Greater China revenue grew by 34%, significantly outperforming expectations [22][23] - Europe saw a revenue increase of 22%, driven by direct business strength and market share gains [22] Company Strategy and Development Direction - The company is focused on building emotional connections with consumers, particularly targeting Gen Z, which is central to their growth strategy [6][14] - There is a strong emphasis on fashion innovation and product excellence, particularly in leather goods, which are driving growth [7][10] - The company aims to strengthen brand desirability through immersive retail experiences and targeted marketing campaigns [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to sustain growth, citing a strong product pipeline and effective strategies [20][42] - The outlook for fiscal 2026 has been raised, with expected revenue over $7.75 billion and continued growth in key markets [30][31] - Management highlighted the importance of operational discipline and strategic investments in marketing to drive future growth [45][46] Other Important Information - The company plans to return $1.5 billion to shareholders through dividends and share repurchases in fiscal 2026 [26][28] - Inventory levels are expected to be down modestly year-over-year, indicating effective inventory management [29] Q&A Session Summary Question: What gives you confidence in the earnings guidance? - Management highlighted the systematic approach to brand building and strong customer acquisition as key drivers of confidence in future performance [41][42] Question: How can Coach sustain growth momentum in North America? - Management emphasized the importance of lower promotions and exceptional margins, along with a focus on acquiring new customers, particularly Gen Z [53][55] Question: Can you elaborate on the strength in China? - Management noted significant share gains driven by new customer acquisition and effective regional execution, with digital channels leading growth [62][63] Question: What are the opportunities for AUR growth? - Management discussed the importance of maintaining value while driving AUR growth through product innovation and customer experience [70][72]

Everest Group (NYSE:EG) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsJim Williamson - President and CEOMark Kociancic - EVP and CFOMatthew Jay Rohrmann - SVP, Head of Investor RelationsConference Call ParticipantsAlex Scott - Equity Research AnalystBrian Robert Meredith - Equity Research AnalystDavid Motemaden - Managing Director and Senior Equity Research AnalystElyse Beth Greenspan - Senior Equity Research AnalystGregory Peters - Managing Director and Senior Equity Research Anal ...

SelectQuote (NYSE:SLQT) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsBen Hendrix - VPBob Grant - PresidentDavid Windley - Managing DirectorMatt Gunter - Head of Investor RelationsRyan Clement - CFOTim Danker - CEOConference Call ParticipantsGeorge Sutton - Senior Research AnalystPat McCann - Equity Research AnalystOperatorWelcome to SelectQuote's second quarter earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks ...

Haemonetics (NYSE:HAE) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Cooper - DirectorAnthony Petrone - Managing Director of Equity ResearchChris Simon - President and CEOJames D'Arecca - CFOJoanne Wuensch - Managing DirectorMarie Thibault - Managing DirectorOlga Guyette - VP of Investor Relations and TreasuryConference Call ParticipantsDavid Rescott - Senior Research AnalystMichael Petusky - Managing Director and Senior Research AnalystMike Matson - Senior AnalystRohin Pate ...

Tapestry (NYSE:TPR) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsChristina Colone - Global Head of Investor RelationsJoanne Crevoiserat - CEOScott Roe - CFO and COOTodd Kahn - CEO and Brand President of CoachConference Call ParticipantsMichael Binetti - Senior Managing Director and Fundamental Research AnalystRick Patel - Managing Director and Equity Research AnalystOperatorGood day, and welcome to this Tapestry conference call. Today's call is being recorded. Later, you will have ...

DHT (NYSE:DHT) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsEirik Haavaldsen - Head of ResearchGeoffrey Scott - PresidentGreg Lewis - Managing DirectorJon Chappell - Senior Managing DirectorLaila Halvorsen - CFOSvein Moxnes Harfjeld - President and CEOConference Call ParticipantsFrode Mørkedal - Senior Equity AnalystOperatorGood day, and thank you for standing by. Welcome to the Q4 2025 DHT Holdings, Inc. earnings conference call. At this time, all participants are in a listen-onl ...

Kulicke and Soffa Industries (NasdaqGS:KLIC) Q1 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsJoseph Elgindy - Senior Director of Investor Relations, and Strategic PlanningLester Wong - Interim CEO and CFOConference Call ParticipantsCharles Shi - Managing Director, and Senior AnalystCraig Ellis - Senior Managing Director, Director of Research, and Senior Semiconductor and Capital Equipment AnalystDave Duley - Managing Principal, and Senior Equity AnalystKrish Sankar - Managing Directo ...