Arcosa (NYSE:ACA) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Speaker8Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. fourth quarter and full year 2025 earnings conference call. My name is Chloe, and I will be your conference call coordinator today. As a reminder, today's call is being recorded. I would like to turn the call over to your host, Erin Drabek, Vice President of Investor Relations for Arcosa. Ms. Drabek, you may begin.Speaker2Good morning, everyone, and thank thank yo ...

FOURTH QUARTER & FULL YEAR 2025 EARNINGS CONFERENCE CALL MOVING INFRASTRUCTURE FORWARD | FEBRUARY 27, 2026 FORWARD LOOKING STATEMENTS Some statements in this release, which are not historical facts, are "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. Forward- looking statements include statements about Arcosa's estimates, expectations, beliefs, intentions or strategies for the future. Arcosa uses the words "anticipates," "assumes," "believes," "estimates," "e ...

February 26, 2026 Full Year and 4th Quarter 2025 EARNINGS CALL DISCLOSURE: Forward-Looking Statements This presentation contains, and the officers and directors of the Company may from time to time make, statements that are considered forward- looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. These forward-looking statements are subject to a number of risks and uncertainties, many of which are beyond our control, which may include statements about: ...

Global Industrial Company Q4 2025 Earnings Call Summary - Moby Strategic Transformation and Performance Drivers Transitioned from a transactional web-based model toward a customer-centric, vertical-integrated approach to capture higher lifetime value and share of wallet. Realigned the inside sales organization into specialized industry verticals, including industrial, healthcare, and public sector, to deepen subject matter expertise. Expanded product assortment into maintenance, repair, and operatio ...

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 ...

Leadership Changes and Organizational Updates Enhance Ability to Implement Strategic Transformation Kim Roy joins the Company as Executive Director Lisa Pillette joins the Company as Chief Customer Officer Kiera Ganann joined the Company as SVP, Head of Merchandising SECAUCUS, N.J., Feb. 24, 2026 (GLOBE NEWSWIRE) -- The Children’s Place, Inc. (Nasdaq: PLCE), one of the only pure-play children’s specialty retailers in North America, announced a series of leadership appointments and organizational changes th ...

Fiscal Year 2025 Results Presentation, February 24, 2026 Forward-Looking Statements This presentation contains "forward looking statements," all of which involve certain risks and uncertainties. These statements are often, but are not always, made through the use of words or phrases such as "vision," " progress," "believe," "anticipate," "plan," "continue," "forward," "goal," "should," "expect," "outlook," "estimate," "next," "encouraging," " aim," and "will," and "initiate" as well as any similar expressio ...

Financial Data and Key Metrics Changes - Total operating revenues for Q4 2025 were $103 million, a 6% decrease from $110 million in Q4 2024, primarily due to lower restaurant revenue and nine fewer O'Charley's locations [12][13] - Total operating expenses in Q4 2025 were $127 million, down from $132 million in the prior year, with a significant decrease in operating expenses by approximately 13% when excluding non-cash impairment charges [13][14] - For the full year 2025, total operating revenue was $424 million, compared to $453 million in 2024, reflecting lower restaurant locations and associated revenue [15] - The operating loss for 2025 was $119 million, compared to $104 million in 2024, influenced by non-recurring management charges and non-cash impairment charges [15][16] Business Line Data and Key Metrics Changes - The decrease in total operating revenues was primarily attributed to lower guest traffic in restaurants, despite higher average guest checks [12] - The company reported a $55 million tax refund expected in summer 2026, resulting from strategic sales of shares [4][16] Market Data and Key Metrics Changes - The performance of AFC Bournemouth, a key investment, was highlighted, with the team sitting in 8th place in the Premier League and generating over $400 million in transfer proceeds [6][8] - The company also acquired the remaining 60% of FC Lorient for approximately EUR 60 million, enhancing its strategic position in the multi-club model [7] Company Strategy and Development Direction - The company is focusing on transforming its portfolio to concentrate on sports and entertainment-related assets, where it has a competitive advantage [9][10] - A new set of strategic priorities has been established to enhance operating performance, increase transparency, and maintain disciplined capital returns [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed dissatisfaction with the current stock price, indicating that it does not reflect the intrinsic value of the company's assets [8][41] - The board is committed to evaluating and enhancing governance policies to align with best practices [11] Other Important Information - The company repurchased $323 million of stock, representing 28% of its shares outstanding, and increased its dividend by 25% to $0.15 per quarter [4][5] Q&A Session Summary Question: Potential monetizations across the portfolio - Management is reviewing individual assets for potential monetization, particularly focusing on sports and entertainment-related assets [18][20] Question: Outlook on JANA partnership - Management remains optimistic about the partnership with JANA and believes they will continue to source opportunities aligned with the strategic focus on sports and entertainment [22][24] Question: AI risks across the portfolio - Management has considered AI impacts and believes that most portfolio companies are well-positioned with long-term contracts, while also being proactive in implementing AI for efficiency [25][27] Question: Valuation of Black Knight Football Club - Management discussed the valuation framework and indicated that they are providing more detailed financials to help investors understand the value of their investments [30][33] Question: Investment in SpaceX - The investment in SpaceX is expected to be a source of cash over time, with significant value appreciation since acquisition [35][38]

Core Viewpoint - FLSmidth & Co. A/S is undergoing changes in its Board of Directors ahead of the Annual General Meeting on 24 March 2026, reflecting its strategic transformation into a focused supplier for the global mining industry [1][3]. Group 1: Board Changes - The company proposes to reduce the number of shareholder-elected Board members, with Chair Mads Nipper, Vice Chair Christian Bruch, and Board member Thrasyvoulos Moraitis not seeking re-election [3]. - Lene Skole is proposed as a new Board member and intended new Chair, bringing significant financial and strategic experience [4]. - Current Board members Anne-Louise Eberhard, Anna Kristiina Hyvönen, Lars Engström, and Rune Wichmann will seek re-election, with Rune Wichmann proposed as Vice Chair [4]. Group 2: Strategic Transformation - FLSmidth has successfully divested its heritage Cement business and is now a pure-play supplier of technologies and services to the mining industry, resulting in a more profitable company [1][2]. - The appointment of Toni Laaksonen as CEO aims to accelerate growth and further develop customer offerings [2]. - The company is entering a new strategic phase, with plans to be revealed later this year at a Capital Markets Day [2]. Group 3: Leadership Commentary - Chair Mads Nipper expressed pride in the company's accomplishments during his tenure and emphasized the strong financial and operational foundation for future growth [5].

Core Viewpoint - FLSmidth & Co. A/S is undergoing a significant transformation in its Board composition and strategic direction, focusing on growth in the mining industry following a successful operational restructuring [1][2][5]. Group 1: Board Changes - The company announced proposed changes to the Board composition ahead of the Annual General Meeting on 24 March 2026, including the Chair position [1]. - Chair Mads Nipper, Vice Chair Christian Bruch, and Board member Thrasyvoulos Moraitis will not seek re-election, reflecting the company's smaller and more focused structure [3]. - Lene Skole is proposed as the new Chair, bringing significant financial and strategic experience, while other members, including Rune Wichmann as proposed Vice Chair, will seek re-election [4]. Group 2: Strategic Transformation - FLSmidth has divested its Cement business and is now a pure-play supplier of technologies and services to the global mining industry, resulting in a more profitable company [1]. - The appointment of Toni Laaksonen as CEO aims to accelerate growth and further develop customer offerings, with plans for the next strategic phase to be revealed later this year [2]. - The company emphasizes its commitment to sustainability, aiming for zero emissions in mining by 2030 under its MissionZero initiative [7].