Leggett & Platt (NYSE:LEG) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsBen Burns - CFOKarl G. Glassman - CEORyan M. Kleiboeker - SVP, Treasurer and Investor RelationsSam Smith - President of the Specialized Products and Furniture, Flooring and Textile Products SegmentsTyson Hagale - President of the Bedding Products SegmentConference Call ParticipantsAlessandra Jimenez - AnalystAlexia Morgan - AnalystKeith Hughes - AnalystSusan Maklari - AnalystOperatorGreetings, and welcome to t ...

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Humana (NYSE:HUM) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsAJ Rice - Managing DirectorBen Hendrix - VPCeleste Mellett - CFODavid Dintenfass - President of Enterprise GrowthElizabeth Anderson - Senior Managing DirectorGeorge Renaudin - President of Medicare and MedicaidJim Rechtin - President and CEOLance Wilkes - Managing DirectorLisa Stoner - VP of Investor RelationsWhit Mayo - Senior Managing DirectorConference Call ParticipantsAnn Hynes - Managing Director and Senior Health ...

OrganiGram (NasdaqGS:OGI) Q1 2026 Earnings call February 10, 2026 08:00 AM ET Speaker6I will now hand the call over to Max Schwartz, Director of Investor Relations. Please go ahead.Speaker5Very much, Kara. Good morning, everyone. Thanks for joining us today. As a brief reminder, this call is being recorded, and a replay will be available on our website within 24 hours. Today's call will include forward-looking information, forward-looking statements, and actual results could differ materially due to a numbe ...

February 5, 2026 12:28 PM GMT NIO Inc. | Asia Pacific M Update Positive Profit News; OW on 4Q Beat Reaction to earnings Unchanged Modest upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research NIO announced a positive profit alert on February 5, expecting GAAP net profit of Rmb200-700mn in 4Q vs. a GAAP net loss of Rmb3.7bn in 3Q25, above market expectations and the company's target of non-GAAP pr ...

Core Insights - Jerash Holdings (NASDAQ: JRSH) reported strong fiscal 2026 third-quarter results, with earnings per share (EPS) of $0.09, exceeding consensus estimates of $0.05 to $0.07, and a significant increase from approximately $0.00 in the prior-year quarter [1] - Revenue for the third quarter reached $41.8 million, an 18% increase from $35.4 million in the same quarter the previous year, also surpassing expectations of $39.3 million [1] - The company anticipates fourth-quarter revenue growth of 23% to 26% over the $29.3 million recorded in the prior-year quarter, contributing to a record annual revenue for fiscal 2026 [2] Financial Performance - Gross margin improved by 170 basis points to 16.9% from 15.2% in the prior-year quarter, driven by a favorable product mix and economies of scale [4] - Gross profit rose 31% to $7 million from $5.4 million [4] - Operating income nearly tripled to $1.9 million from $708,000, and net income increased to $1.2 million from $6,000 in the previous year quarter [4] Operational Efficiency - The company demonstrated effective cost management and higher shipment volumes, including to the U.S. and a new customer in Korea, contributing to improved operational efficiency [1] - JRSH maintains a conservative balance sheet with a low debt-to-equity ratio of 0.089 and a current ratio of 2.73, indicating strong liquidity [3] - Recent results show positive cash generation trends aligned with profitability growth, despite historical challenges in the apparel sector [3]

Financial Data and Key Metrics Changes - Revenue for the second quarter increased by 24% year-over-year to $115 million, driven primarily by contributions from acquired businesses, with legacy operations also contributing [6] - Gross margin expanded to nearly 31%, reflecting favorable product mix, pricing discipline, and benefits from strategic acquisitions [6] - Net income increased by 110% to 2.1% of revenues, and Adjusted EBITDA increased by 49% to $7.7 million, or 6.6% of revenue, demonstrating strong underlying operating performance [6][7] Business Line Data and Key Metrics Changes - The company has achieved record results in revenue, gross profit, and operating profit, surpassing $425 million in trailing twelve months revenue for the period ended December 31, 2025 [2] - The six-month period saw revenue increase by 20% to more than $223 million, with gross margin remaining at 31% [7] Market Data and Key Metrics Changes - EVI has established itself as a leader in a highly fragmented industry, with compounded annual growth rates of approximately 30% in revenue, 16% in net income, and 27% in adjusted EBITDA since 2016 [3] Company Strategy and Development Direction - The company is focused on building the broadest and most flexible portfolio of products in the industry, sourced from leading OEMs, to address a full range of customer needs across all market segments [5] - Significant investments are being made in people, processes, and technology to transform the enterprise into a more scalable, integrated, and efficient organization [4][5] - The company is pursuing a balanced approach to growth, evaluating opportunities in and around the laundry ecosystem that can be supported by existing operations and relationships [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth strategy and the ongoing investments in modernization and optimization initiatives [2][11] - The company maintains strong liquidity, solid working capital, and access to low-cost capital, providing flexibility to continue investing and executing on growth strategies [11] Other Important Information - Operating margin expansion was impacted by higher operating expenses associated with investments in technology, modernization, and service capability expansion [8] - The company generated positive operating cash flow during both the 3- and 6-month periods under December 31, 2025, despite a planned inventory buildup of approximately $12 million [10] Q&A Session Summary - No specific questions and answers were provided in the content, thus this section is not applicable.

Core Viewpoint - M/A-Com Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is recognized for its strong performance in the semiconductor industry, particularly in the analog and mixed segment, with a recent stock upgrade to "Outperform" by Evercore ISI [1][6] Financial Performance - MTSI reported earnings of $1.02 per share for the first quarter, exceeding the Zacks Consensus Estimate of $0.99 and showing a significant increase from $0.79 per share in the same quarter last year, resulting in an earnings surprise of +2.69% [2] - The company's revenue for the quarter reached $271.61 million, surpassing the Zacks Consensus Estimate by 1% and marking a substantial increase from $218.12 million recorded in the previous year [3] - MTSI has consistently outperformed consensus EPS and revenue estimates over the past four quarters, indicating strong financial performance [3] Operational Efficiency - The gross margin improved to 55.9%, up from 53.7% in the previous year's first quarter, reflecting enhanced operational efficiency [4] - Income from operations rose significantly to $43.3 million, or 15.9% of revenue, compared to $17.5 million, or 8.0% of revenue, in the previous year [4] Stock Performance - MTSI's stock price is currently at $227.80, reflecting an increase of 5.94% or $12.77, with a market capitalization of approximately $17.09 billion [5] - The stock has fluctuated between $197.83 and $232.09 on the trading day, with a trading volume of 2,514,203 shares on the NASDAQ exchange [5]

Financial Data and Key Metrics Changes - For Q1 2026, the company reported a net income of $0.43, a significant improvement from a net loss of $0.57 in the same period last year [4] - Adjusted EBITDA doubled to $65 million, and the leverage ratio improved to 3.6 times, down from 5.3 times year-over-year [4][20] - The midpoint of the full-year adjusted EBITDA guidance was raised to $224 million, reflecting solid results in the salt business [4] Business Line Data and Key Metrics Changes - In the salt segment, operating earnings improved to $14.33 per ton, up 22% year-over-year, with total salt volumes increasing by 37% [17] - The plant nutrition segment saw operating earnings increase by approximately $9 million, with adjusted EBITDA improving by $8 million despite a decrease in sales volume [18][19] - The average SOP sales price rose by 13% to $687 per ton, while product costs per ton declined by 2% [19] Market Data and Key Metrics Changes - The salt market is currently tight due to steady winter weather, with significant increases in sales volumes for highway de-icing and C&I parts of the business [5][18] - Highway de-icing volumes increased by 43% year-over-year, while C&I volumes rose by 14% [17] - The company anticipates that the tight market conditions will continue if winter weather remains favorable [26] Company Strategy and Development Direction - The company is focused on a "Back-to-Basics" strategy initiated in 2024, aimed at aligning operations with market demand and managing inventories effectively [8][14] - Future capital projects, including upgrades to the dryer compaction plant at Ogden, are expected to enhance operational efficiency and financial performance [14] - The company is committed to improving operational efficiencies, reducing capital intensity, and maximizing cash flow generation [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's progress, highlighting the positive momentum in both the salt and plant nutrition segments [15][43] - The company is focused on building resilience and flexibility to thrive in the long term, with ongoing improvements in financial health and operational performance [15][43] - Management acknowledged challenges related to production costs and logistics but remains optimistic about future performance [32][35] Other Important Information - The company announced the sale of its Wynyard SOP operation for $30.8 million, which is expected to allow for a greater focus on the North American SOP market [12][13] - The balance sheet continues to improve, with liquidity of $342 million at the end of the quarter [20] Q&A Session Summary Question: Is the salt market well supplied for the strong winter, or are imports needed? - Management indicated that the market is tight due to winter conditions, and while imports could be considered, the lead time for supply makes it challenging [25][26] Question: How are the plans progressing for the new mill at Goderich? - Management outlined three projects associated with the new mill, with ongoing engineering and value engineering stages [27][28] Question: What is driving up logistics costs despite higher volumes? - Management explained that logistics costs are influenced by inflationary pressures and the need to ship salt over longer distances to meet demand [31][33] Question: How is the tax situation evolving for the company? - Management discussed the impact of the Ontario mining tax settlement and the complexities of the tax situation, indicating it is still early in the year to determine cash tax implications [36][39]

Canada Goose (NYSE:GOOS) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAna Raman - VP of Investor RelationsBeth Clymer - President and COOBrooke Roach - Managing Director of Equity ResearchCarrie Baker - President of Brand and CommercialDani Reiss - Chairman and CEONeil Bowden - CFOOliver Chen - Managing Director of Retail, Luxury, New Platforms Sector HeadSuraj Malhotra - Equity Research AssociateConference Call ParticipantsJonathan Komp - Senior Research AnalystOperatorLadies and ...