Management attributed overperformance in 2025 to strong execution across all segments and a successful first year of the 2025-2027 long-range plan.Strategic positioning was strengthened by securing a 25-year license renewal for the Ottawa facility, the longest ever issued by the Canadian Nuclear Safety Commission.Cross-business unit (XBU) initiatives gained momentum, with revenue from customers using multiple segments growing 9% year-over-year.Nelson Labs achieved significant margin expansion of 312 basis p ...

Achieved 16% organic non-COVID revenue growth in 2025, significantly outpacing the broader bioprocessing market through portfolio diversity and commercial execution. Performance was driven by exceptional strength in Proteins and Analytics, which both grew over 30% in Q4, offsetting muted demand for downstream capital equipment. Key account penetration strategy successfully increased product line adoption, with top customers now purchasing 2.5x more product lines compared to 2019 levels. Successfully ...

Realigned the field-based biomedical technician team to focus on smaller, more profitable client engagements rather than high-volume, low-return contracts.Strengthened the balance sheet by reducing net debt by 30% year-over-year while simultaneously returning capital through the repurchase of 1.3 million shares.Achieved a record quarterly adjusted EBITDA margin of 24.3%, driven by improved labor efficiency in biomedical services and a favorable shift toward higher-margin oncology revenue.Restructured the co ...

Achieved record 2025 performance by exceeding the high end of raised guidance, marking the third consecutive year of delivering above increased outlooks. Strengthened competitive positioning through the successful close of the LS Power acquisition, doubling the generation fleet to 25 gigawatts and adding 18 natural gas assets. Attributed performance gains to margin expansion, commercial optimization, and favorable weather in the Texas segment, alongside strong capacity revenues in the East. Transiti ...

Performance was anchored by strong results in Bone Growth Therapies (BGT) and U.S. Limb Reconstruction, alongside double-digit growth in Global Spine Fixation. Management successfully transitioned the Spine commercial channel, with the top 30 U.S. distributor partners now driving over 75% of net sales compared to less than 50% in early 2024. The 7D FLASH navigation system continues to serve as a key differentiator, with earnout customers exceeding purchase commitments by more than 50%, validating the ...

Performance exceeded 2025 commitments, driven by the successful divestiture of merchant businesses and the acquisition of a market leader in credit issuing to strengthen the Large Financial Institution (LFI) segment. Management attributes growth to a 'generational moment' where banks possess excess capital and are aggressively pursuing M&A and technology modernization. The strategy focuses on partnering with LFIs that are growing faster than the market, as these institutions account for a disproportio ...

Performance was driven by stable underlying demand despite significant headwinds from historically low housing turnover and reduced affordability due to mortgage rates. The company achieved market share growth by focusing on the 'Pro' customer, specifically through the integration of SRS and GMS to capture complex project spend. Operational efficiency improved via the 'MET' team transition, shifting tasking away from store associates to allow more direct customer engagement and sales focus. Intercon ...

Leonardo DRS, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Performance and Operational Context Achieved 13% organic revenue growth in 2025, marking back-to-back years of double-digit expansion driven by tactical radars and naval propulsion. Maintained a book-to-bill ratio of 1.2 or better for the fourth consecutive year, validating a platform-agnostic strategy across diverse defense domains. Intentionally increased internal R&D by 40% to expand footprints in high-growth airborne, missile, and ...

Achieved approximately 20% U.S. augmentation market share within one year of launch, a milestone management notes took previous entrants nearly a decade to reach. Performance is attributed to a 'super cycle' of innovation addressing decades of stagnant R&D in the breast aesthetics industry, specifically targeting unmet safety and aesthetic needs. Management identifies a 'new era of transparency' on social media as a primary demand driver, with patients increasingly requesting the Motiva brand by name ...

Diversified Healthcare Trust Q4 2025 Earnings Call Summary - Moby Strategic Transformation and Operational Recovery Completed a comprehensive wind-down of AlerisLife, transitioning 116 senior housing communities to seven regionally focused operators to leverage local expertise. Achieved 31.3% consolidated NOI growth in 2025, driven by a 230 basis point expansion in SHOP margins and a 5.8% increase in average monthly rates. Executed $1.4 billion in capital markets activity, reducing leverage by over ...