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Resonac Holdings Corporation (SHWDY) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-19 18:36
PresentationHidehito TakahashiPresident, CEO & Representative Director Thank you very much for your time today. I'm Takahashi, CEO of Resonac Holdings Corporation. I'll explain the progress of Resonac's vision and our initiatives for future growth. Today, I will talk about these 5 points. Let me start with Resonac's vision. In 2022, we announced a long-term vision, and we have been advancing key strategies shown there, particularly promoting the structural reform through selection and focus. To strengthen ...
Dow Jones And U.S. Index Outlook - The Costs Of Hesitation
Seeking Alpha· 2026-02-19 18:35
primeimages/E+ via Getty Images By Elior Manier Numerous counteracting factors are preventing much progress in the stock markets, which are stuck in a two-day tight consolidation range. On the rough side, geopolitics and positioning are hurting sentiment. Pre-war trading ...
Energy Transfer Suffers Electrification/NGL Export Tailwinds - Robust Income/Upside Potential
Seeking Alpha· 2026-02-19 18:35
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...
FactSet Research Systems: Value Over The AI Horizon
Seeking Alpha· 2026-02-19 18:34
Ted Waller is a private investor who bought his first stock at age 13 (GTE) and has over 55 years of investing experience. His focus is on value and favorable risk/reward ratio, and special situations. Acquiring wealth is an incremental process that requires setting goals, adherence to principles, and patience.Analyst’s Disclosure: I/we have a beneficial long position in the shares of FDS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opin ...
Parker-Hannifin Corporation (PH) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-19 18:25
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Airbus SE (EADSY) Q4 2025 Press Conference Call Transcript
Seeking Alpha· 2026-02-19 18:25
PresentationGuillaume SteuerHead of External Communications – Airbus Good morning, ladies and gentlemen, and welcome to our Airbus event center. Thank you for being here with us today for our annual press conference, where we will present and discuss our 2025 results. And a big thank you for all of you and all of those who are following us online today. My name is Guillaume Steuer. I look after External Communications and Media Relations for Airbus. And here with me to present the results are Guillaume Faur ...
Johnson Controls International plc (JCI) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-19 18:24
Question-and-Answer SessionOf course. And I think JCI had some news on an acquisition. So maybe just start off with the background on that and kind of what it brings to JCI's portfolio?Marc VandiepenbeeckExecutive VP & CFO Yes. So this is really a capability acquisition. Alloy is quite an incredible firm with a team of engineering folks in Boston that really have created a differentiated technology to really combine manufacturing process and material technology to create differentiated solution for data cen ...
Avis Budget Group: A Broad Q4 Miss, A Big Impairment, And A Familiar Outcome (NASDAQ:CAR)
Seeking Alpha· 2026-02-19 18:15
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Avis Budget Group: A Broad Q4 Miss, A Big Impairment, And A Familiar Outcome
Seeking Alpha· 2026-02-19 18:15
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Ingersoll Rand Inc. (IR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-19 18:15
Question-and-Answer SessionAnd Vik, as I walk over to you, it's been about 5 years since you closed the RMT. Lot's gone on. I think you had a vision then to be the premier industrial compounder. So maybe what's gone right and if there's anything that you wish you could do better?Vikram KiniSenior VP & CFO Yes, for sure. So first of all, Andy, thanks for having us as always here. It's great to be here. Yes, first and foremost, it is kind of crazy. I think it's been 6 years now since 2020 until now, so we're ...