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Stryker (NYSE:SYK) 2025 Earnings Call Presentation
2025-11-13 19:30
Opening video 2025 Investor Day 2 Built for growth November 13, 2025 2025 Investor Day 1 2025 Investor Day Jason Beach Vice President, Finance and Investor Relations 2025 Investor Day 3 Agenda | Built for growth | Kevin Lobo, Chair and Chief Executive Officer | | --- | --- | | Customer -focused innovation | Spencer Stiles, Group President, Orthopaedics | | Spotlight: Power brands | Dylan Crotty, President, Instruments | | Spotlight: Mako 4 and Triathlon Gold | Kathy Truppi, President, Joint Replacement | | ...
Americas Gold and Silver (NYSEAM:USAS) M&A Announcement Transcript
2025-11-13 16:00
Americas Gold and Silver (NYSEAM:USAS) M&A Announcement November 13, 2025 10:00 AM ET Speaker1Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Americas Gold and Silver Crescent Silver Acquisition Conference Call. All lines have been placed on mute to prevent any background noise. Today's call is being recorded and will be available for replay from the Americas Gold and Silver website later toda ...
TWFG, Inc.(TWFG) - 2025 Q3 - Earnings Call Transcript
2025-11-13 16:00
TWFG (NasdaqGS:TWFG) Q3 2025 Earnings Call November 13, 2025 10:00 AM ET Speaker5Good morning, and welcome to TWFG's Third Quarter 2025 earnings conference call. All participants are in a listen-only mode. Following management's prepared remarks, we will open the line for questions. As a reminder, today's call may include forward-looking statements that are subject to risk and uncertainties. Actual results could differ materially. For more information, please review our filings with the SEC. Now, I'd like t ...
Spectrum Brands(SPB) - 2025 Q4 - Earnings Call Transcript
2025-11-13 15:02
Spectrum Brands (NYSE:SPB) Q4 2025 Earnings Call November 13, 2025 09:00 AM ET Company ParticipantsDavid Maura - Executive Chairman and CEOFaisal Qadir - EVP and CFOJen Schultz - Division VP of Financial Planning and Analysis and Investor Relations and Investor RelationsConference Call ParticipantsChris Carey - Head of Consumer Staples Research and Senior Equity AnalystNone - AnalystIan Zaffino - Managing Director and Senior Equity AnalystSteve Powers - Managing Director and Senior Equity Research AnalystOp ...
Spectrum Brands(SPB) - 2025 Q4 - Earnings Call Transcript
2025-11-13 15:02
Spectrum Brands (NYSE:SPB) Q4 2025 Earnings Call November 13, 2025 09:00 AM ET Company ParticipantsDavid Maura - Executive Chairman and CEOFaisal Qadir - EVP and CFOJen Schultz - Division VP of Financial Planning and Analysis and Investor Relations and Investor RelationsConference Call ParticipantsChris Carey - Head of Consumer Staples Research and Senior Equity AnalystNone - AnalystIan Zaffino - Managing Director and Senior Equity AnalystSteve Powers - Managing Director and Senior Equity Research AnalystOp ...
Spectrum Brands(SPB) - 2025 Q4 - Earnings Call Presentation
2025-11-13 14:00
Financial Performance - The company's full year 2025 net sales decreased by 52% to $28090 million compared to $29639 million in the prior year[41,69] - The company's full year 2025 organic sales decreased by 53%[43] - The company's full year 2025 adjusted EBITDA decreased by 222%[41] - The company delivered over $170 million of Adjusted Free Cash Flow through disciplined capex management and improved working capital[20] Segment Performance (Q4 2025) - Global Pet Care (GPC) net sales increased by 120%, but organic sales decreased by 33%[45] - Home & Garden (H&G) net sales increased by 32%, and organic sales increased by 31%[48,50] - Home & Personal Care (HPC) net sales decreased by 119%, and organic sales decreased by 134%[52] FY26 Outlook - The company is targeting flat to low single-digit net sales growth[66] - The company is targeting low single-digit adjusted EBITDA growth[66] - The company is targeting approximately 50% adjusted Free Cash Flow conversion as a percentage of adjusted EBITDA[66]
Suvannavejh: It has been a remarkable comeback for biotech
CNBC Television· 2025-11-13 12:30
Graig Suvannavejh, Biotech & Biopharma Analyst at Mizuho Securities, says biotech’s surge is driven by strong M&A, innovation, capital access, and clearer FDA dynamics, with later-stage firms best positioned. ...
Gold Fields (NYSE:GFI) 2025 Capital Markets Day Transcript
2025-11-12 14:00
Gold Fields (NYSE:GFI) 2025 Capital Markets Day November 12, 2025 08:00 AM ET Speaker0Good morning, good afternoon, everybody, and thank you all for joining our inaugural Capital Markets Day presentation. This is a hybrid event, so we have a number of people with us here today in person, and we also have a number online. This morning we put out a fairly comprehensive presentation, an outlook for Gold Fields. This was delivered on our website. We will try and go through this at a fairly rapid pace and obviou ...
Industrial M&A ramps up as tariffs settle in, interest rates drop and funds are flush
Yahoo Finance· 2025-11-12 09:18
“They've gotten comfortable enough that this is an environment that they can operate in and do deals in. I don't know that they're fully comfortable that they can really forecast everything,” said Todd Dubner, a principal and deal advisory and strategy leader for industrial manufacturing at KPMG US. “But that's not dissuading them from starting down the deal path.”KPMG’s report noted that aerospace and defense deals were notably down earlier in the year, while sectors such as automotive continued to be acti ...
Alphabet: Keeps Delivering, So Deserves To Keep Spending
Seeking Alpha· 2025-11-12 05:10
Core Insights - The article discusses the expertise of an independent investor in the Indian and US equity markets, highlighting their qualifications and research focus in various financial areas [1]. Group 1: Investor Profile - The investor holds a CFA Charter and a PhD in Finance from the University of Durham, U.K. [1] - The investor is an Honorary Associate Professor in Finance and Corporate Governance at Brunel University London [1]. - The investor runs a YouTube and Podcast channel titled "The Stock Doctor," where they share insights on the US and Indian markets weekly [1]. Group 2: Research Focus - The investor actively conducts quantitative research in US equities, Behavioral Finance, Corporate Governance, Activist Hedge Funds, Cryptocurrencies, and M&A [1]. - The investor has published research in top-ranked peer-reviewed journals, indicating a strong academic and professional background [1].