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能源、公用事业与矿业_近期路演与管理层会议要点-Energy, Utilities & Mining Pulse_ Investors Asking_ What Are Takeaways from the Road or Recent Management Meetings_
2026-02-24 14:16
20 February 2026 | 3:15PM EST Equity Research Energy, Utilities & Mining Pulse: Investors Asking: What Are Takeaways from the Road or Recent Management Meetings? While the Natural Resources complex has performed well this year, there has been significant dispersion under the hood. One of the key drivers of relative performance has been corporate governance and management changes. With that in mind, our analysts have spent much of February on the road, at conferences and on earnings calls engaging with manag ...
Galapagos(GLPG) - 2025 Q4 - Earnings Call Transcript
2026-02-24 14:02
Galapagos (NasdaqGS:GLPG) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsAaron Cox - CFOBrian Abrahams - Managing Director and Co-Head of Biotechnology ResearchHenry Gosebruch - CEOSean McCutcheon - Director, BiotechnologySofie Van Gijsel - Head of Investor RelationsConference Call ParticipantsDelphine Laoui - Senior Research AnalystMatthias Danne - AnalystPhilip Nadeau - AnalystOperatorGood day. Thank you for standing by. Welcome to the Galapagos Year-End 2025 Financial Results Con ...
Galapagos(GLPG) - 2025 Q4 - Earnings Call Transcript
2026-02-24 14:00
Galapagos (NasdaqGS:GLPG) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Speaker5Good day. Thank you for standing by. Welcome to the Galapagos Year-End 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one and one on your telephone. You will hear an automated message advising your hand is raised. To withdraw your ...
HeartCore Authorizes $2.0 Million Share Repurchase Program as Part of Disciplined Capital Allocation Strategy
Globenewswire· 2026-02-24 13:30
NEW YORK and TOKYO, Feb. 24, 2026 (GLOBE NEWSWIRE) -- HeartCore Enterprises, Inc. (NASDAQ: HTCR) (“HeartCore” or the “Company”), an IPO consulting services company based in Tokyo, today announced that its Board of Directors has authorized a share repurchase program pursuant to which the Company may repurchase up to $2.0 million of its outstanding shares of common stock. The Board’s decision reflects management’s view regarding the Company’s current valuation and long-term capital allocation priorities. As o ...
Solvay fourth quarter and full year 2025 results
Globenewswire· 2026-02-24 06:00
Core Insights - The company achieved strong free cash flow of €350 million in 2025 despite a challenging market environment, with a focus on strategic and sustainability commitments [4][6] - Underlying net sales for 2025 were €4.3 billion, reflecting a 6.5% organic decline compared to 2024, while underlying EBITDA was €881 million, down 13.4% organically [6][14] - The company is committed to its "Essential chemistry" strategy, emphasizing cost savings and disciplined capital allocation to navigate market softness and geopolitical uncertainties [5][8] Financial Performance - Q4 2025 net sales were €995 million, a 12.3% decrease year-on-year, while FY 2025 net sales totaled €4,262 million, down 9.0% [2] - EBITDA for Q4 2025 was €169 million, a 33.9% decline year-on-year, with an EBITDA margin of 17.0% [2] - The underlying net profit from continuing operations was €306 million in 2025, compared to €445 million in 2024 [6] Cost Management and Strategic Initiatives - The company generated over €200 million in cost savings over the past two years, focusing on digitalization and simplification [5] - Structural cost savings initiatives contributed €101 million in 2025, with cumulative savings reaching €211 million [6] - Transformation expenses negatively impacted EBITDA by €27 million and free cash flow by €71 million in 2025 [6] Dividend and Future Outlook - A total proposed gross dividend of €2.43 per share is subject to shareholder approval, with a stable-to-increasing dividend policy confirmed [11] - For 2026, the company expects underlying EBITDA to be between €770 million and €850 million, with free cash flow projected to be at least €200 million [9][13] - The company anticipates continued geopolitical and macroeconomic challenges, impacting end-market demand and pricing pressure [9]
Allison(ALSN) - 2025 Q4 - Earnings Call Transcript
2026-02-23 23:02
Allison Transmission (NYSE:ALSN) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsAngel Castillo - Executive DirectorCraig Price - President and Business Unit Leader of Off-Highway Drive & Motion SystemsDave Graziosi - Chair, President, and CEOFred Bohley - COO and Transmission Business Unit LeaderJackie Bolles - Executive Director of Treasury and Investor RelationsJerry Revich - Managing DirectorScott Mell - CFO and TreasurerTami Zakaria - Executive DirectorConference Call Participan ...
Valmont Increases Quarterly Dividend by 13%
Businesswire· 2026-02-23 21:16
Valmont Increases Quarterly Dividend by 13%Feb 23, 2026 4:16 PM Eastern Standard Time# Valmont Increases Quarterly Dividend by 13%Share---OMAHA, Neb.--([BUSINESS WIRE])--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today announced that its Board of Directors has approved a 13% increase in the Company's quarterly cash dividend to $0.77 per share, payable on April 15, 2026 to shareholders of r ...
InterGroup Swings to Earnings in Q2 on Hotel Growth, Asset Sale
ZACKS· 2026-02-23 18:50
Shares of The InterGroup Corporation (INTG) have gained 0.2% since the company reported its earnings for the quarter ended Dec. 31, 2025. This compares to the S&P 500 index’s 1.1% growth over the same time frame. Over the past month, the stock has declined 4.2% compared with the S&P 500’s 1.1% decline.For the second quarter of fiscal 2026, InterGroup reported net income per share of 71 cents against a net loss of $1.26 per share a year earlier.Total revenues of $17.3 million indicated a 20% rise from $14.4 ...
Newmont Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-23 18:13
Management said Newmont achieved its full-year production and cost guidance for 2025, producing 5.7 million ounces of gold from its core portfolio, as well as 28 million ounces of silver and 135,000 tons of copper. Viljoen said productivity and cost-saving initiatives helped mitigate pressures associated with a higher gold price environment and supported margin expansion.She also addressed a fatal incident at Newmont’s Tanami operation earlier in the month that resulted in the death of a team member, Matthe ...
Pediatrix Medical Group Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-23 18:13
CFO Kasandra Rossi said consolidated revenue declined year over year, driven by $26 million of net non-same-unit activity tied to portfolio restructuring, partly offset by acquisition-related and organic growth. On a same-unit basis, the company posted 4% growth , with same-unit pricing up just under 7% and overall patient service volumes down just under 3% .Medtronic’s “Textbook” Reversal: How High Can It Really Go in 2026?CEO Mark Ordan said adjusted EBITDA was $66 million in the fourth quarter, “in line ...