Telos (TLS) Q4 2024 Earnings Call March 10, 2025 09:30 AM ET Company Participants Allison Phillipp - Director of Corporate CommunicationsMark Bendza - Executive VP & CFOJohn Wood - Chairman & CEO Conference Call Participants Zach Cummins - Senior Research AnalystRudy Kessinger - Managing Director - Senior Equity Research Analyst Operator Good day and thank you for standing by. Welcome to the TELUS Corporation Fourth Quarter twenty twenty four Financial Results Conference Call. At this time, all participants ...

American Public Education, Inc. (NASDAQ:APEI) Q4 2024 Earnings Conference Call March 6, 2025 5:00 PM ET Company Participants Brian Prenoveau - IR Angela Selden - President and CEO Rick Sunderland - EVP and CFO Conference Call Participants Stephen Sheldon - William Blair Jasper Bibb - Truist Securities Operator Good afternoon, and thank you for standing by. My name is Kelvin, and I will be your conference operator today. At this time, I would like to welcome everyone to the American Public Education, Inc. re ...

InfuSystem Holdings, Inc. (NYSE:INFU) Q4 2024 Results Conference Call March 4, 2025 9:00 AM ET Company Participants Joe Dorame - Managing Partner Rich Dilorio - Chief Executive Officer Barry Steele - Chief Financial Officer Carrie Lachance - President and Chief Operating Officer Conference Call Participants Matt Hewitt - Craig-Hallum Capital Group Kyle Bauser - B. Riley Securities Jim Sidoti - Sidoti & Company Operator Good day, and welcome to the InfuSystem Holdings, Inc. Reports fourth quarter and full ye ...

CubeSmart (CUBE) Q4 2024 Earnings Call February 28, 2025 11:00 AM ET Company Participants Josh Schutzer - VP, FinanceChristopher Marr - CEO, President & TrusteeTimothy Martin - CFO & TreasurerDaniel Tricarico - Associate Director - Equity ResearchJeffrey Spector - Managing DirectorSpenser Glimcher - Managing DirectorJuan Sanabria - Managing DirectorKi Bin Kim - Managing DirectorEric Wolfe - DirectorJon Petersen - Managing Director Conference Call Participants Michael Goldsmith - US REITs AnalystTodd Thomas ...

Financial Data and Key Metrics Changes - Revenue for Q4 was $622 million, representing a total company growth of 9% on a constant currency basis or 8% reported, aided by a temporary shortage in IV Solutions [9][10] - Adjusted EBITDA increased by 22% to $106 million compared to $86 million last year [27] - Adjusted diluted earnings per share for the quarter was $2.11, compared to $1.57 last year [25] Business Segment Data and Key Metrics Changes - Consumables business grew 6% both in constant currency and reported terms in Q4 [11] - IV Systems business grew 7% reported and 4% constant currency, marking the best absolute quarter in pumps [12] - Vital Care segment grew 16% on a constant currency and reported basis, primarily due to the national shortage in IV Solutions [13] Market Data and Key Metrics Changes - The broader demand and utilization environment in Q4 remained solid across almost every geography [10] - The capital environment is stable, with necessary investments being completed [10] Company Strategy and Development Direction - The company is preparing for a joint venture with Otsuka Pharmaceutical Factory, which is expected to enhance operational capabilities and customer service [14] - Focus on improving profitability through operational efficiencies and innovation in product offerings [44][50] - Plans to optimize the manufacturing network and logistics to achieve better gross margins [99] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about achieving healthy revenue growth in all differentiated product lines [16] - The company aims to improve free cash flow by completing quality remediation and integration activities [40] - Management acknowledged the challenges posed by currency fluctuations and inflation but remains focused on operational improvements [50] Other Important Information - The company expects the IV Solutions JV transaction to close in Q2 2025, which will impact financial reporting [29][30] - Anticipated reduction in adjusted revenue of $350 million and adjusted EBITDA of $25 million post-JV transaction [31] Q&A Session Summary Question: What is driving the growth in Consumables? - Management indicated that growth was driven by a combination of new installations, global growth, and pricing [60] Question: What was the EBITDA margin excluding IV Solutions in 2024? - Management did not disclose specific figures but suggested that it would not be materially different from the reported total [62] Question: What is the demand environment for capital equipment? - Management described the environment as normal, with necessary capital investments being made [80] Question: Can you elaborate on the expected growth in Consumables? - Management expects all four product lines to contribute to growth, with confidence in legacy ICU lines [122] Question: What are the drivers for achieving the $500 million EBITDA goal? - Management highlighted sustained revenue growth, gross margin improvements, and currency stabilization as key drivers [128]

Ducommun Incorporated (NYSE:DCO) Q4 2024 Earnings Conference Call February 27, 2025 1:00 PM ET Company Participants Suman Mookerji - Senior Vice President & Chief Financial Officer Steve Oswald - Chairman, President & Chief Executive Officer Conference Call Participants Ken Herbert - RBC Capital Markets Mike Crawford - B. Riley Securities Jeremy Jason - Citi Operator Good day and thank you for standing by. Welcome to the Fourth Quarter 2024 Ducommun Earnings Conference Call. At this time, all participants a ...

Forward Air Corporation (NASDAQ:FWRD) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Tony Carreno - SVP, Treasury & IR Shawn Stewart - CEO Jamie Pierson - CFO Conference Call Participants Andrew Cox - Stifel Bascome Majors - Susquehanna Joe Hafling - Jefferies Christopher Kuhn - Benchmark Company Operator Welcome to the Forward Air Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants have been placed in a listen-only mode and the floo ...

Spok Holdings, Inc. (NASDAQ:SPOK) Q4 2024 Earnings Conference Call February 26, 2025 5:00 PM ET Company Participants Al Galgano - Investor Relations Vincent Kelly - President and CEO Michael Wallace - President and Chief Operating Officer Calvin Rice - Chief Financial Officer Conference Call Participants Kyle Bauser - B. Riley Securities John Dixon - Artemis Investment Group Operator Greetings, and welcome to Spok Holdings, Inc. Fourth Quarter 2024 Earnings Results Conference Call. At this time, all partici ...

Spok (SPOK) Q4 2024 Earnings Call February 26, 2025 05:00 PM ET Company Participants Al Galgano - Investor Relations ContactVincent Kelly - President and CEOMichael Wallace - President & Chief Operating OfficerCalvin Rice - Chief Financial OfficerKyle Bauser - Managing DirectorJohn Dixon - Managing Partner, CEOGeorge Melas-Kyriazi - President Operator Greetings, and welcome to Spoke Holding Inc. Fourth quarter twenty twenty four earnings results conference call. At this time, all participants are in a liste ...

BRP Group (BWIN) Q4 2024 Earnings Call February 25, 2025 05:00 PM ET Company Participants Bonnie Bishop - Executive Director of Investor RelationsTrevor Baldwin - Chief Executive OfficerBrad Hale - Chief Financial OfficerElyse Greenspan - Managing DirectorGregory Peters - Managing Director - Equity ResearchPablo Singzon - Executive DirectorTommy McJoynt-Griffith - Director Conference Call Participants Joshua Shanker - Research Analyst Operator Greetings, and welcome to the Baldwin Group Fourth Quarter twent ...