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Vista Energy(VIST) - 2025 Q4 - Earnings Call Presentation
2026-02-26 14:00
Fourth Quarter and Full Year 2025 About projections and forward-looking statements 02 Additional information about Vista Energy, S.A.B. de C.V., a sociedad anónima bursátil de capital variable organized under the laws of Mexico (the "Company" or"Vista") can be found in the "Investors" section on the website at www.vistaenergy.com. This presentation does not constitute an offerto sell or a solicitation of any offer to buy any securities of the Company, in any jurisdiction. Securities may not be offered or so ...
Forward Air Corporation Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-25 01:05
Management is nearing the conclusion of a comprehensive strategic alternatives review conducted amidst a difficult logistics environment and broader economic backdrop. The company unified U.S. domestic operations under the 'One Ground Network,' integrating line haul, pickup and delivery, and brokerage into a single, channel-agnostic operating structure. Performance in the Expedited Freight segment was driven by corrective pricing actions and the removal of unprofitable freight, resulting in a 110 basi ...
UFP Industries Announces Fourth Quarter 2025 Results
Prnewswire· 2026-02-23 21:05
UFP Industries Announces Fourth Quarter 2025 Results [Accessibility Statement] Skip NavigationGRAND RAPIDS, Mich., Feb. 23, 2026 /PRNewswire/ -- UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported results for the fourth quarter 2025.- Cash flows from operating activities in 2025 was $546 million. Free cash flow1 of $451 million was used to repurchase nearly $450 million of our shares.- New prod ...
Avis Budget Group(CAR) - 2025 Q4 - Earnings Call Transcript
2026-02-19 14:32
Avis Budget Group (NasdaqGS:CAR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAndrew Percoco - Executive DirectorBrian Choi - CEODaniel Cunha - EVP and CFODavid Calabria - SVP, Corporate Finance and TreasurerJosh Young - Vice PresidentStephanie Moore - Managing DirectorConference Call ParticipantsChristopher Stathoulopoulos - Senior Equity Research AnalystJohn Healy - Managing Director and Senior Research AnalystOperatorWelcome to the Avis Budget Group Q4 earnings call. At this ti ...
Clearwater Paper(CLW) - 2025 Q4 - Earnings Call Transcript
2026-02-18 23:00
Clearwater Paper (NYSE:CLW) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker3Hello, everyone. Thank you for joining us, and welcome to the Clearwater Paper fourth quarter and full year 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 Sloan Bohlen, Investor Relations. Please g ...
Molson Coors forecasts sharp drop in 2026 profit as aluminum costs bite
Reuters· 2026-02-18 22:42
Core Viewpoint - Molson Coors anticipates a significant decline in annual profit for 2026 due to increased aluminum costs and reduced consumer spending, particularly among price-sensitive customers [1] Financial Performance - The company forecasts adjusted earnings per share for 2026 to decrease by 11% to 15%, contrasting with previous estimates of a 1.9% increase to $5.48 [1] - For the fourth quarter, net sales were reported at $2.66 billion, falling short of analysts' expectations of $2.71 billion [1] - Underlying earnings for the quarter were $1.21 per share, exceeding estimates of $1.16 per share [1] Cost and Revenue Outlook - A spike in aluminum costs has led to an 8.1% increase in the cost of goods sold per hectoliter for Molson Coors, which heavily relies on aluminum cans for packaging [1] - The CFO indicated that commodity inflation will continue to negatively impact profitability in 2026, despite expectations for improved revenue trends [1] - Projected net sales for 2026 are expected to range from a decline of 1% to an increase of 1% compared to the previous year, while analysts had anticipated a 0.1% drop [1] Market Trends - There is a noted shift in alcohol demand as health-conscious consumers are increasingly opting for non-alcoholic drinks and energy beverages, a trend further influenced by the adoption of GLP1 weight-loss drugs [1] - Younger consumers, particularly Gen Z, are reducing their consumption of beer and spirits [1]
Flanigan's Stock Declines Post Q1 Earnings Despite Sales Growth
ZACKS· 2026-02-18 17:41
Shares of Flanigan's Enterprises, Inc. (BDL) have lost 0.9% since the company reported its earnings for the quarter ended Dec. 27, 2025. This compares with the S&P 500 Index’s 1.7% decline over the same time frame. Over the past month, the stock slipped 0.2%, while the broader index fell 1.9%.BDL’s Earnings SnapshotFor the 13 weeks ended Dec. 27, 2025, total revenues rose 5.1% year over year to $52.6 million from $49.9 million in the prior-year period. Net income attributable to Flanigan’s surged to $0.9 mi ...
Constellium (CSTM) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-18 16:38
Core Insights - Constellium SE reported strong financial results for the fourth quarter and full year 2025, exceeding expectations despite macroeconomic uncertainties [10][35] - The company achieved a record adjusted EBITDA of $280 million in Q4 2025, a 124% increase year-over-year, and a full-year adjusted EBITDA of $846 million, up 36% from 2024 [6][7] - The company is optimistic about its future performance, targeting adjusted EBITDA of $780 million to $820 million for 2026 and free cash flow exceeding $200 million [35][36] Financial Performance - Q4 2025 shipments reached 365,000 tonnes, an 11% increase from 2024, with revenue of $2.2 billion, up 28% year-over-year [5][6] - Full-year shipments totaled 1,500,000 tonnes, a 4% increase compared to 2024, with revenue of $8.4 billion, a 15% increase [7][9] - Net income for Q4 2025 was $113 million, compared to a net loss of $47 million in Q4 2024, driven by higher gross profit [5][6] Segment Performance - The A&T segment's adjusted EBITDA increased 43% to $83 million in Q4 2025, driven by higher TID shipments [10][12] - The PARP segment achieved a record adjusted EBITDA of $136 million in Q4 2025, a 143% increase year-over-year, with packaging shipments up 15% [12][13] - The AS&I segment's adjusted EBITDA was $5 million, a slight increase from the previous year, with automotive shipments down 10% [15][17] Market Outlook - The aerospace market shows strong demand, with commercial aircraft backlogs at record levels and expectations for increased build rates [25][26] - Packaging demand remains healthy, with a favorable long-term outlook driven by consumer preferences for sustainable aluminum products [28][29] - The automotive market presents mixed signals, with stable demand in North America but weakness in Europe, particularly in the premium vehicle segment [30][31] Cost Management and Efficiency Programs - The company operates a pass-through business model, minimizing exposure to metal price fluctuations, and has implemented a new excellence program called Vision 2028 to enhance operational efficiencies [19][21][62] - Free cash flow for 2025 was $178 million, with expectations to exceed $200 million in 2026, supported by lower capital expenditures and strong segment performance [22][35] - The company aims to maintain a leverage ratio of 1.5x to 2.5x, with net debt at $1.8 billion at the end of 2025 [24][36]
Constellium(CSTM) - 2025 Q4 - Earnings Call Transcript
2026-02-18 16:02
Constellium (NYSE:CSTM) Q4 2025 Earnings call February 18, 2026 10:00 AM ET Company ParticipantsCorinne Blanchard - DirectorIngrid Joerg - CEOJack Guo - CFOTimna Tanners - Managing Director of Equity ResearchConference Call ParticipantsBill Peterson - Equity Research AnalystKatja Jancic - Metals and Mining AnalystIngrid JoergConstellium achieved strong results in 2025 that were ahead of our own expectations coming into the year, and despite the uncertain macroeconomic and end market environment. I want to t ...
Constellium(CSTM) - 2025 Q4 - Earnings Call Transcript
2026-02-18 16:00
Constellium (NYSE:CSTM) Q4 2025 Earnings call February 18, 2026 10:00 AM ET Speaker1Constellium achieved strong results in 2025 that were ahead of our own expectations coming into the year, and despite the uncertain macroeconomic and end market environment. I want to thank each of our 11,500 employees for their commitment and relentless focus on safety and serving our customers. We delivered strong execution and demonstrated our ability to control costs throughout the year in 2025, and we believe we are wel ...