Gary said the project has retained Bechtel to complete the next stage of engineering work, which management expects will support a final investment decision and groundbreaking by the end of the year. He added that the facility would be the first new smelter built using EGA’s EX smelting technology, which is expected to integrate Industry 4.0 and AI applications and improve production capacity by more than 20% versus prior technology.President and CEO Jesse Gary said Century made “substantial progress” in 20 ...

Financial Data and Key Metrics Changes - In Q4, consolidated shipments totaled approximately 140,000 tons, a decrease from the prior quarter due to the line loss in Iceland [18] - Net sales for the quarter were $634 million, a $2 million increase sequentially, primarily due to higher realized LME and Midwest Premium, partially offset by lower shipments [18] - Net income was reported at $1.8 million or $0.02 per share, with adjusted net income at $128 million or $1.25 per share, excluding exceptional items [19] - Adjusted EBITDA for Q4 was $171 million, an increase of $70 million from the previous quarter, driven by higher LME and regional premiums [19][20] Business Line Data and Key Metrics Changes - Operational performance at Mt. Holly improved, contributing to increased volume and lower operating costs, which improved Adjusted EBITDA by $10 million [22] - Grundartangi smelter is expected to return to close to full production by the end of July, with repairs to damaged transformers allowing for an earlier restart than anticipated [12][13] Market Data and Key Metrics Changes - Aluminum prices rose to a four-year high of $3,325 in January, with spot prices around $3,100 [14] - The Midwest premium climbed to $1.04 per pound, while the European Duty Paid Premium reached approximately $365 per ton [16] Company Strategy and Development Direction - The company is focused on expanding U.S. aluminum production, with significant investments planned for the Mt. Holly and Oklahoma smelter projects [4][5] - The Oklahoma Smelter project, in partnership with EGA, aims to utilize state-of-the-art EX smelting technology, expected to improve production capacity by over 20% [6][7] - The redevelopment of the Hawesville site into a digital infrastructure campus is expected to create job opportunities and generate significant cash flow for the company [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong demand conditions and the potential for significant global aluminum deficits in 2026, which could benefit the company [33] - The completion of the TG-4 power turbine at Jamalco is expected to lower energy costs and improve the overall cost structure [35] - The company anticipates generating significant cash flow from operations, which will support capital allocation strategies, including potential shareholder returns [67] Other Important Information - The company received a $200 million cash payment from the sale of the Hawesville site and retains a 6.8% interest in the new data center [26] - Insurance coverage for business interruption losses in Iceland has been confirmed, with expected reimbursements of approximately $40 million in Q1 [23][24] Q&A Session Summary Question: Clarification on Q1 guidance and EBITDA recognition from Grundartangi - Management confirmed that the Q1 guidance includes the EBITDA loss margin from Grundartangi [37] Question: Earnings power in varying price environments and capital allocation - Management provided insights on potential earnings power based on current and future price environments, indicating a significant uplift in revenue from current spot prices [39][40] Question: Progress on energy contracts for the Oklahoma project - Management is finalizing the power contract with EGA and PSO, emphasizing the importance of an attractive energy contract for project returns [44][46] Question: Next milestones for the new smelter - Key milestones include finalizing the power contract, completing engineering work with Bechtel, and making a final investment decision by Q4 [50] Question: Capacity utilization expectations for Grundartangi - Until line two is operational, Grundartangi is expected to produce about one-third of its normal volume [58] Question: Use of proceeds from the Hawesville sale - Management indicated that the stake in the data center provides liquidity options, but significant cash flow from operations should cover financing needs for the new smelter [60][62]

Century Aluminum Company (NasdaqGS:CENX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsChad Rigg - VP of Finance and TreasurerJesse Gary - President and CEOPeter Trpkovski - EVP and CFOConference Call ParticipantsKatja Jancic - Equity Research AnalystMatthew Key - Vice President and Equity Research AnalystNicholas Giles - Senior Research AnalystModeratorGood afternoon. Thank you for attending the Century Aluminum Company Fourth Quarter 2025 Earnings Conference Call. My name is Matt ...

Century Aluminum Company (NasdaqGS:CENX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker5Good afternoon. Thank you for attending the Century Aluminum Company fourth quarter 2025 earnings conference call. My name is Matt, and I'll be your moderator for today's call. All lines will be muted during the presentation portion of the call. An opportunity for questions and answers at the end. If you would like to ask a question, please press star one on your telephone keypad. I'll now turn the conferenc ...

As filed with the U.S. Securities and Exchange Commission on February 18, 2026. Registration No. 333-[_] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________ NewHold Investment Corp IV (Exact name of registrant as specified in its charter) _________________________ Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Indus ...

Core Insights - Samsara Inc. (IOT) shares have decreased by 57.1% over the past year, significantly underperforming the Zacks Internet - Software industry's decline of 20.1% and the Zacks Computer and Technology sector's return of 18.1% [1] - Despite the decline in share price, Samsara is trading at a premium valuation with a forward price-to-sales ratio of 7.81, compared to the industry's 3.87, and holds a Zacks Value Score of F [4] Company Performance - Samsara has gained from the adoption of its Connected AI Platform, adding 133 new customers with annual recurring revenue (ARR) exceeding $100K, totaling 2,771 in Q2 FY26 [8] - The company ended Q2 FY26 with over 147 customers contributing $1 million in ARR [9] - Samsara is positioned to benefit from the global shift towards Industry 4.0, integrating digital technologies into manufacturing, industrial, and transport processes [9] Market Dynamics - The fleet management market, where Samsara operates, is projected to grow at a CAGR of 13.3% from 2025 to 2030 [10] - Samsara is enhancing its platform capabilities by integrating artificial intelligence, including features like Samsara Assistant and Samsara Intelligent Experiences [11] - The company processes over 20 trillion operational data points to improve its AI models, which helps in delivering accurate predictions and reducing customer churn [12] Competitive Landscape - Samsara faces strong competition in the vehicle telematics market from companies like Motive, Lytx, Verizon, Trimble, and Geotab, as well as in the industrial IoT space from PTC [13] - Despite a robust non-GAAP gross margin of 78% in Q2 FY26, the non-GAAP operating margin was only 19%, indicating pressure from rising competition [15] - The Zacks Consensus Estimate for Samsara's Q3 FY26 earnings suggests an 18.8% growth, with net margins expected to hover around breakeven [15] Strategic Outlook - The video telematics market remains underpenetrated, presenting an opportunity for Samsara to capture significant market share despite competition from Trimble and Verizon [16] - The company has recently turned profitable, validating its business strategy, and is recommended to be held as a Zacks Rank 3 (Hold) stock [17]

EARNINGS RESULTS Q4 2025 February 2026 Forward-Looking Statements Our commentary and responses to your questions may contain forward-looking statements, including our outlook for the first quarter of 2026 and beyond. Forward-looking statements include projections of sales, earnings, general economic conditions, market conditions, working capital, market shares, free cash flow, pricing levels, and effective tax rates. Belden disclaims any obligation to update any such statements to reflect later developments ...

Group 1 - Lectra's Q4 and full year 2025 financial report is now available for shareholders, in compliance with regulatory requirements [1] - The report can be accessed on Lectra's website or requested at the company's headquarters in Paris [1] Group 2 - Founded in 1973, Lectra specializes in industrial intelligence technology solutions, combining SaaS software, cutting equipment, data, and associated services for the fashion, automotive, and furniture industries [2] - In 2025, Lectra reported revenues of €507 million, with €89 million coming from SaaS revenues [2] - The company operates in over 100 countries, with production sites in France, China, and the United States, and employs 2,800 people [2] - Lectra is listed on Euronext and included in several indices such as CAC All Shares and CAC Technology [2]

Core Insights - 2025 was marked by commercial and political tensions affecting all market sectors, leading to a cautious approach from customers and a decrease in investments [5][6] - The company has successfully transitioned towards a SaaS model, with recurring revenues representing 75% of total revenues and a significant growth in SaaS subscriptions [7][14] Financial Performance - Total revenues for 2025 were €506.7 million, a decrease of 2% compared to 2024, with recurring revenues up by 2% [14][16] - Annual Recurring Revenue (ARR) reached €97.2 million, reflecting a 14% increase [15][16] - EBITDA before non-recurring items was €79.7 million, down 8%, with an EBITDA margin of 15.7% [16][18] - Net income for the year was €25.6 million, a decline of 14% [16][18] Fourth Quarter Highlights - In Q4 2025, revenues decreased by 2%, with recurring revenues increasing by 1% [10][11] - The backlog for perpetual software licenses and equipment decreased by €11.8 million compared to the start of the year [11] - EBITDA for Q4 was €18.1 million, down 8%, with a margin of 14.7% [11][12] Strategic Roadmap - The Lectra 4.0 strategy aims to position the company as a key player in Industry 4.0 by 2030, focusing on premium positioning and customer integration [20][21] - The company plans to maintain high R&D investments at around 12% of annual revenues to enhance AI and big data integration [21][22] - The strategic roadmap includes targeted acquisitions to strengthen skills and enhance the solution portfolio [28][29] Future Outlook - The company targets an increase in EBITDA margin by 120 to 180 basis points per year, assuming stable equipment orders [27] - Lectra aims for average annual growth in SaaS ARR of around 15%, contributing to recurring contract revenue growth of 5% to 8% [33]

Core Insights - Edge Total Intelligence Inc. (edgeTI) has formed a partnership with Najad Shield Military Industries Holding Co. (NSMICO) to explore the deployment of real-time operational intelligence and decision-support technologies in defense and critical infrastructure across the Middle East and Africa [1][9]. Group 1: Partnership Details - The partnership aims to evaluate and demonstrate technologies such as digital twin and real-time operational intelligence to support defense and government initiatives [1][9]. - NSMICO is recognized as a leading supplier of military and security products in Saudi Arabia, contributing to the Kingdom's Vision 2030 by providing innovative solutions [4][6]. Group 2: Market Context - The collaboration responds to the growing interest in Industry 4.0 in the Middle East, driven by government initiatives like Saudi Vision 2030 and mega-projects such as NEOM, focusing on AI, IoT, and robotics for economic diversification [3][9]. - Key consumption areas identified include smart manufacturing, automation, and digital transformation in sectors like oil & gas, with significant growth expected in aerospace and advanced manufacturing due to state-led investments [3]. Group 3: Company Profiles - EdgeTI specializes in real-time operational intelligence and Digital Twin platforms for government and defense operations, aiming to meet the rising demand in the Middle East and North Africa [5][8]. - NSMICO is committed to global quality standards and innovation, focusing on research and development to localize technology and systems in collaboration with specialized companies worldwide [7]. Group 4: Event Participation - EdgeTI is showcasing its defense technology platforms at the World Defense Show in Riyadh, which previously hosted 773 exhibitors and attracted 106,000 trade visitors, facilitating deals worth 26 billion Saudi Riyals [5][9].