Definitive Healthcare (NasdaqGS:DH) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsCasey Heller - CFOJonathan Paris - Chief Legal Officer and SecretaryKevin Coop - CEO and Board MemberConference Call ParticipantsBrian Peterson - Managing Director and Senior Equity Research AnalystGeorge Hill - Managing Director and Senior Equity Research AnalystJared Haase - Equity Research AnalystJeff Garroff - Equity Research AnalystMatt Shea - Equity Research AnalystNone - AnalystJonathan ParisGo ...

Market Overview - The market has been characterized by various concerns, including the impact of the Affordable Care Act (ACA), capital expenditures (CapEx), and weather conditions affecting procedures [1]. Company Focus - The company emphasizes executing effectively in a dynamic market environment, which includes driving commercial excellence to generate order growth and secure revenue growth [3]. - There is a strong focus on margin enhancements and productivity initiatives, alongside a commitment to innovation, which are seen as essential regardless of market conditions [3]. Conference Participation - The company has participated in the conference for three consecutive years since its spin-off, indicating a commitment to engaging with stakeholders and maintaining transparency [2].

Elanco Animal Health Conference Call Summary Company Overview - **Company**: Elanco Animal Health (NYSE: ELAN) - **Date**: February 26, 2026 - **Speakers**: Jeff Simmons (President and CEO), Bob VanHimbergen (Executive VP and CFO) Key Points Industry and Market Position - The animal health industry is experiencing positive trends, particularly in pet care and protein sectors, with Elanco positioned well within these markets [5][6] - Elanco's strategy focuses on growth, innovation, and cash generation, aiming to be a consistent and reliable performer [5][6] Financial Performance - Elanco reported strong Q4 results, exceeding expectations in adjusted EBITDA, revenue, and EPS [6] - Guidance for fiscal 2036 includes: - Mid-single-digit top-line growth - High single-digit EBITDA growth - Low double-digit EPS growth - Deleveraging to low threes by year-end [8][22] Innovation and Product Pipeline - Elanco's innovation pipeline is robust, with a focus on products like Zenrelia and Befrena, which are expected to drive future growth [10][12] - Zenrelia has shown strong market uptake, achieving 40% market share in Brazil and significant growth in the U.S. [13][15] - The company plans to increase investment in Zenrelia due to its positive performance and demand [14] Competitive Landscape - Elanco anticipates competitive responses from companies like Zoetis and Merck, but believes its product efficacy will maintain its market position [62][67] - The entry of new competitors, such as Merck's NUMELVI, is factored into Elanco's guidance, with expectations of continued market share growth [30][34] Pricing Strategy - Elanco has implemented a price increase of 2% in 2025, with expectations for further price uplift in 2026 due to new product launches [74][76] - The company emphasizes that market share gains are driven by product efficacy rather than pricing alone [74] Distribution Relationships - Elanco maintains strong relationships with major distributors, which are expected to provide a competitive advantage moving forward [78][80] - The company has a unique buy-sell model that allows for better value creation and demand generation [78] Long-term Outlook - Elanco expects to see EBITDA margins improve by 200 to 350 basis points by 2028, driven by volume leverage and a favorable product mix [88] - The Ascend initiative is expected to contribute significantly to operational efficiency and margin improvement [88] Additional Insights - The company is focused on maintaining a balanced approach to investment in innovation and operational efficiency, ensuring long-term growth [81][85] - Elanco's omnichannel approach is highlighted as a key strategy to enhance customer engagement and compliance in pet care [41] Conclusion Elanco Animal Health is positioned for growth in the animal health market, driven by a strong innovation pipeline, effective pricing strategies, and robust distribution relationships. The company is optimistic about its future performance, with a focus on maintaining product efficacy and market share amidst increasing competition.

GE HealthCare Technologies (NasdaqGS:GEHC) 2026 Conference February 26, 2026 09:30 AM ET Company ParticipantsJay Saccaro - CFOJoanne Wuensch - Managing Director and Head of U.S. Healthcare ResearchPhil Rackliffe - President and CEO of Advanced Visualization SolutionsJoanne WuenschI don't even know where to start. I'm gonna start off big picture, which is always the best place to think about this. Tell me what you're seeing in the market.Jay SaccaroYeah, great.Joanne WuenschI mean, this year we entered the m ...

Integra LifeSciences (NasdaqGS:IART) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsChris Ward - Senior Director of Investor RelationsLea Knight - EVP and CFOMojdeh Poul - President and CEOConference Call ParticipantsRavi Misra - Research AnalystNone - AnalystNone - AnalystNone - AnalystOperatorGood day, and welcome to the Integra LifeSciences fourth quarter 2025 financial results. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be ...

Dorman Products (NasdaqGS:DORM) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAlex Whitelam - VP of Investor RelationsDavid Hession - CFOKevin Olsen - CEOTristan Thomas-Martin - Equity Research AssociateConference Call ParticipantsBret Jordan - Managing Director and Senior Equity Research AnalystDavid Lentz - Managing Director and Senior Research AnalystGary Prestopino - Senior Research AnalystJeff Lee - AnalystJustin Ages - Director and Equity Research AnalystScott Stember - Manag ...

Core Insights - Nilfisk celebrates 120 years of innovation in cleaning solutions, emphasizing its commitment to creating healthier and safer environments [1][8] - The company has evolved from a small workshop in Denmark to a global leader in cleaning solutions, serving over 100 countries [2][9] Company History and Development - Founded in 1906 by engineer P.A. Fisker, Nilfisk has a long-standing purpose of improving quality of life through effective cleaning [2][9] - The introduction of Europe's first electric vacuum cleaner in 1910 marked a significant innovation in household cleaning [3][4] - Nilfisk has expanded its product range from consumer cleaning equipment to professional solutions across various industries [4][5] Innovation and Technology - The company has developed robotic cleaning solutions to enhance cleaning consistency and address labor constraints [5] - Nilfisk's focus on intelligent automation aims to make cleaning more effective while minimizing resource use [5][6] Sustainability Commitment - Nilfisk has prioritized responsible business practices, including a refurbishment program introduced in the 1930s to reduce waste [6] - The company is committed to reducing energy, water, and chemical use in its products, achieving EcoVadis Gold rating for four consecutive years [7] - Nilfisk has set Science-Based Targets and aims for Net Zero by 2040 [7] Market Position and Financials - In 2025, Nilfisk generated revenue of 996.3 million EUR, with over 90% of sales directed towards professional markets [10] - The largest market for Nilfisk is the US, accounting for 24% of revenue, followed by Germany (15%), France (11%), Denmark (7%), and the UK (5%) [10]

Array Technologies (NasdaqGM:ARRY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsDylan Nassano - VP of Equity ResearchKeith Jennings - CFOKevin Hostetler - CEONeil Manning - President and COOSarah Sheppard - Head of Investor RelationsConference Call ParticipantsAmeet Thakkar - Director and Equity Research AnalystBen Kallo - Senior Research AnalystBrian Lee - AnalystChris Dendrinos - Clean Energy AnalystColin Rusch - Managing Director and Senior Research AnalystCorinne Blanchard - D ...

Array Technologies (NasdaqGM:ARRY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsDylan Nassano - VP of Equity ResearchKeith Jennings - CFOKevin Hostetler - CEONeil Manning - President and COOSarah Sheppard - Head of Investor RelationsConference Call ParticipantsAmeet Thakkar - Director and Equity Research AnalystBen Kallo - Senior Research AnalystBrian Lee - AnalystChris Dendrinos - Clean Energy AnalystColin Rusch - Managing Director and Senior Research AnalystCorinne Blanchard - D ...

Energy Recovery (NasdaqGS:ERII) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsDavid Moon - President and CEOJoshua Ballard - CFOLarry Solow - Managing DirectorNone - Company RepresentativeConference Call ParticipantsJeffrey Campbell - Senior AnalystSandhya Iyer - Research AnalystOperatorGood day, ladies and gentlemen, and welcome to Energy Recovery's fourth quarter and full year 2025 earnings call. During today's call, Energy Recovery may make projections and other forward-looking ...