Core Insights - Coeur Mining, Inc. (CDE) experienced a significant increase in free cash flow in Q4 2025, rising 66% sequentially to a record $313 million, driven by higher gold and silver prices of $3,184 and $40.01 respectively [1][9] Group 1: Operational Performance - Higher production volumes and improved cost discipline, particularly at the Palmarejo mine in Mexico, Rochester in Nevada, and Kensington in Alaska, enhanced overall operating performance [2] - Operational stabilization and successful ramp-up at Rochester contributed to increased throughput rates and improved margin realization, significantly aiding cash flow growth [2] Group 2: Financial Strength - The surge in cash generation strengthened CDE's balance sheet, allowing for meaningful debt reduction, enhanced liquidity, and greater financial flexibility [3] - Sustained free cash flow at these levels could support further deleveraging, opportunistic growth investments, and enhanced shareholder returns [3] Group 3: Peer Comparison - Kinross Gold Corporation (KGC) reported attributable free cash flow of $769.4 million in Q4 2025, a 77% year-over-year increase, driven by stronger operating cash flow and a higher realized gold price of $4,144 [4] - IAMGOLD Corporation (IAG) achieved record mine-site free cash flow of $626.6 million in Q4 2025, a 701.3% year-over-year increase, supported by a higher realized gold price of $4,191 and strong operational performance [6][7] Group 4: Market Performance - CDE shares increased by 340.7% over the past year, outperforming the industry average rise of 85.3% [8] - CDE is currently trading at a forward 12-month price-to-sales ratio of 5.75X, above the industry average of 4.96X, and has a Value Score of D [11]

NYSE │ JSE │ GSE Q4 & FULL YEAR 2025 EARNINGS RESULTS 20 FEBRUARY 2026 MINING TO EMPOWER PEOPLE AND ADVANCE SOCIETIES Nevada, United States INVESTOR NOTE │ DISCLAIMER Certain statements contained in this document, other than statements of historical fact, including, without limitation, those concerning the economic outlook for the gold mining industry, expectations regarding gold prices, production, mine life, total cash costs, all-in sustaining costs, cost savings and other operating results, return on equ ...

Core Insights - ICU Medical reported fourth-quarter 2025 revenue of $536 million, achieving 2% organic growth and 5% organic growth for the full year, with record performance in consumables and infusion systems [4][7] - The company delivered adjusted EBITDA of $98 million and adjusted earnings per share of $1.91, with gross margins remaining above 40% [3][7] - The 2026 outlook anticipates low- to mid-single-digit organic growth, adjusted EBITDA of $400–430 million, and adjusted EPS of $7.75–8.45, with a focus on improving free cash flow to reduce debt [5][15] Financial Performance - Adjusted SG&A expenses were reported at $113 million, and adjusted R&D expenses were $21 million, totaling adjusted operating expenses of $134 million, which is 25% of revenue [1] - The adjusted gross margin for the quarter was 40.5%, consistent with prior guidance of 40% to 41%, impacted by $11 million in tariff expenses [2][7] - Adjusted EBITDA declined 7% year-over-year from $106 million, primarily due to the deconsolidation of IV Solutions and tariff impacts, representing a $25 million EBITDA headwind [7] Business Segments - Consumables revenue grew 6% reported and 5% organic in Q4, with full-year growth of 7% reported and 6% organic, driven by strong demand in infusion consumables and oncology [8] - Infusion systems revenue increased 3% reported and 1% organic in Q4, with expectations of mid-single-digit organic growth in the near term [16] - Vital Care experienced a 6% organic decline and a 35% reported decline due to the IV Solutions deconsolidation, with management focusing on discontinuing loss-making SKUs [16] Regulatory and Integration Updates - The company closed a broad FDA warning letter related to Smiths Medical and completed major manufacturing and ERP integrations, which are expected to unlock synergies [6][11] - ICU Medical is pursuing 510(k) clearances for key products, including the Medfusion 5000 syringe pump and LifeShield software, as part of its strategy to enhance product offerings [10] 2026 Guidance and Strategic Focus - The company projects full-year adjusted gross margin of around 41%, with improvements expected throughout the year, despite manufacturing inflation and tariff expenses [14] - Free cash flow is expected to improve in 2026, with a focus on debt reduction and a long-term leverage target of 2x by early 2027 [18] - Management indicated that any strategic moves would need to avoid value destruction, particularly in the Critical Care segment, which is seen as less synergistic [19]

2025 Results & 2026 Guidance FOURTH QUARTER & FULL YEAR 2025 RESULTS NEWMONT CORPORATION 1 Cautionary Statement Regarding Forward Looking Statements, Including Guidance Assumptions, and Notes This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are intended to be covered by the safe harbor created by such sections and other applicable laws. Where a forward ...

Sensata Fourth Quarter and Full Year 2025 Earnings Presentation February 19, 2026 1 | SENSATA Q4 AND FY25 EARNINGS PRESENTATION Forward-Looking Statements and Non-GAAP Measures Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by terminology such as "may," "will," "could," "should," "expect," "anticipate," "believe," "estimate," "predict," "project," "for ...

driven by fear rather than fundamentals. Joining us here at Post9 today is Alger CEO and CIO Dan Chong. It's great to have you Dan.Welcome. Thanks for coming in. Uh your general view is that we're still early in the buildout and that means a lot of opportunity ahead.>> That's right. I mean uh the results that just reported by most of these companies were terrific. uh the only negative was that they all increased their capital spending on building out their data centers in particular to serve AI >> and the s ...

Group 1 - The core viewpoint of the article emphasizes the current market position and future outlook of Meta Platforms Inc., highlighting its strategic initiatives and financial performance [1] Group 2 - Meta Platforms Inc. has shown significant growth in user engagement, with daily active users increasing by 10% year-over-year [1] - The company's revenue for the last quarter reached $32 billion, reflecting a 15% increase compared to the previous year [1] - Meta's investment in augmented reality and virtual reality technologies is expected to drive future growth, positioning the company as a leader in the metaverse space [1]

Core Insights - Primoris Services Corporation (PRIM) is set to report its fourth-quarter 2025 results on February 23, after market close, with previous quarter's adjusted EPS and revenues exceeding Zacks Consensus Estimates by 44.1% and 20.3% respectively [1] Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for Q4 EPS remains unchanged at 95 cents, reflecting a 15.9% year-over-year decline from $1.13 [2] - The revenue estimate for Q4 is pegged at $1.7 billion, indicating a 2.7% decrease from $1.74 billion reported in the same quarter last year [2] Group 2: Factors Influencing Q4 Results - Revenue performance is expected to be impacted by reduced contributions from the Utilities segment due to a decline in storm-related work and adverse weather affecting the Pipeline business [3][4] - The Energy segment is anticipated to show strong momentum, driven by record activity in utility-scale solar and battery storage projects, partially offsetting the downturn in other segments [4] Group 3: Segment Performance and Backlog - The Zacks Consensus Estimate for revenues in the Energy segment is $1.2 billion, indicating a year-over-year growth of 9%, while the Utilities segment is expected to decline by 9% to $604 million [5] - The backlog for the Energy segment is expected to be $4.83 billion, down 23.9% year-over-year, while the Utilities segment's backlog is projected to increase by 20.5% to $6.65 billion [10] Group 4: Earnings and Margins - The bottom line is expected to decline year-over-year due to margin compression in both segments, with Utilities margins pressured by the absence of high-margin storm restoration work [7] - Gross profit for the Utilities segment is expected to decrease by 32.3% to $54.4 million, while the Energy segment's gross profit is expected to rise by 29.8% to $134.9 million [9] Group 5: Financial Position - The company has made significant progress in deleveraging its balance sheet and generating free cash flow, positioning it to capitalize on demand for power generation and opportunities in the data center market [6]

Financial Data and Key Metrics Changes - The company produced 4.2 million pure silver ounces in Q4 and over 15 million for the year, exceeding revised guidance [8] - Revenues reached nearly $1.3 billion for the year, marking a significant financial milestone [9] - The realized silver price for Q4 was just under $59, while the annual average was $41.52 [9] - The company reported record cash flows due to increased metal prices and production [10] - Cash position stood at just under $940 million, with working capital at $733 million [21] Business Line Data and Key Metrics Changes - The mint operation generated just under $23 million in Q4, with annual revenue of nearly $50 million and profitability of about $24 million [9][19] - The company achieved a silver purity of over 60% in Q4, which is a key performance indicator [10][50] Market Data and Key Metrics Changes - The company noted that the silver equivalent production was impacted by a collapse in the silver equivalent ratio towards the end of the year, resulting in a reduction of about 1.4 million silver-equivalent ounces [12] - The company is targeting 13 million to 14 million pure silver ounces for 2026, along with 110,000 to 130,000 ounces of gold [13] Company Strategy and Development Direction - The company plans to continue investing heavily in exploration and production, with a focus on maintaining silver purity [15][50] - The integration of the Gatos asset has been completed successfully, and the company is targeting further cost reductions and resource growth [15] - The company is expanding its plant capacity at Santa Elena and Gatos, aiming for increased throughput [17] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the volatility in metal prices and the impact on refineries, but stated that it does not affect the company's operations [31] - The company is optimistic about the future, with expectations of continued strength in metal prices and cash flow [24] Other Important Information - The company declared an increase in its dividend policy, doubling it from 1% to 2% of top-line revenue effective 2026 [22][23] - The company is focused on safe production, achieving world-class safety metrics [18] Q&A Session Summary Question: Any quantifiable issues related to costs or shipments this quarter? - Management noted that refineries have suspended financing, impacting smaller producers but not affecting the company [31] Question: Plans for cash allocation and Jerritt Canyon? - Management is considering capital returns to investors and is actively discussing a tax issue that has been pending since 2012 [38] Question: Clarification on realized silver price? - The realized price includes adjustments from concentrate sales and the mint's higher average price [40][45] Question: Plans to expand First Mint? - Management confirmed plans for expansion of the mint facility, which has shown rapid growth [48] Question: Any updates on Jerritt Canyon? - Management plans to provide a standalone update on Jerritt Canyon before the end of the quarter [52]

Financial Data and Key Metrics Changes - The company produced 4.2 million pure silver ounces in Q4 and over 15 million for the year, exceeding revised guidance [8] - Revenues reached nearly $1.3 billion for the year, marking a significant financial milestone [9] - The realized silver price for Q4 was just under $59, while the average for the year was $41.52 [9] - Record cash flows were reported, attributed to increased metal prices and production [10] - The company held just under $940 million in cash, with working capital at $733 million [21] Business Line Data and Key Metrics Changes - The mint operation generated just under $23 million in revenue for Q4, with profitability of about $24 million for the year [9][19] - The exploration program included over 250 kilometers of drilling, with positive results expected to be reflected in the Annual Information Form [10][24] - The company achieved a silver purity of over 60% in Q4, continuing to improve its position as a pure silver producer [10] Market Data and Key Metrics Changes - The company noted that the silver equivalent ratio collapsed towards the end of the year, impacting production and costs [12] - The market for silver has shown volatility, affecting refineries and retail buyers, but the company remains unaffected due to its financing structure [31] Company Strategy and Development Direction - The company plans to maintain a focus on silver purity while exploring potential acquisitions to enhance its portfolio [51] - There are ongoing investments in plant expansions, particularly at Santa Elena, with a target to increase throughput [17] - The company is also targeting robust production for 2026, with guidance set for 13-14 million pure silver ounces [13] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong cash flow and a favorable market environment for silver prices [21][24] - The company is actively addressing a pending tax issue that has been ongoing since 2012, with hopes to resolve it in 2026 [38] - Management highlighted the importance of safe production and maintaining world-class safety metrics [18] Other Important Information - The company declared an increase in its dividend policy, doubling it from 1% to 2% of top-line revenue effective 2026 [22] - The company is focused on expanding its mint operations, which have shown rapid growth since inception [48] Q&A Session Summary Question: Any quantifiable issues related to costs or shipments this quarter? - Management noted that refineries have suspended financing, impacting retail buyers but not affecting the company directly [30][31] Question: Plans for exploration and availability of rigs? - The company confirmed that it has long-term contracts with drilling contractors, ensuring contained costs and availability of rigs [33] Question: Thoughts on cash allocation and potential returns to investors? - Management indicated that while cash is increasing, there are ongoing discussions regarding a tax issue, and they have not ruled out share buybacks [38] Question: Update on Jerritt Canyon and potential restart? - Management stated that a standalone update on Jerritt Canyon will be provided once plans are finalized, with attention now focused on this operation [52]