Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 12 February 2026 – 7AM CET Fagron continues its outstanding performance in FY 2025 with 9.2% topline growth and 10.9% increase in REBITDA Fagron, the leading global player in pharmaceutical compounding, today publishes its full year results for the period ending 31 December 2025. Key Highlights Strong revenue growth with 9.2% reported growth (12.9% at CER1) to reach €952.2 million, ahead of guidance and supported by all regions and segme ...

Performance varied by brand with luxury brand revenue down 12.7% year over year, partially due to the difficult prior-year comp. Domestic and import brands were also soft, particularly late in the quarter when sales promotions did not materialize.During the quarter, our same-store revenues were essentially flat, and gross profit was down 1.2%, reflecting strong execution relative to the market. Total vehicle GPU was $3,946, down $258 year over year, in line with industry-wide compression in both new and use ...

Core Viewpoint - United Parcel Service (UPS) has faced significant challenges in recent years, including a 39% decline in stock price, while the S&P 500 has increased by approximately 67% [2]. However, there are signs of potential recovery and profitability improvements that could make UPS stock more attractive moving forward. Financial Performance - For the year-end results of 2025, UPS reported consolidated fourth-quarter revenue of $24.5 billion, exceeding analysts' expectations of $24 billion [3]. The adjusted per-share profit was $2.38, surpassing the anticipated $2.20 earnings per share [3]. Strategic Changes - UPS is reducing the number of deliveries it handles for Amazon, which it describes as "extraordinarily dilutive." This controversial decision aims to strengthen profit margins, aligning with CEO Carol Tome's goal of improving profitability [4]. Stock Performance - As of the start of 2026, UPS shares have increased by 17% year-to-date and have rallied over 37% in the past six months, indicating a positive trend despite previous struggles [5]. The stock is now considered a more attractive investment compared to one or two years ago [5]. Valuation and Dividend - Despite the recent stock rally, UPS trades at a reasonable valuation of 15 times its estimated future earnings based on analyst expectations [6]. Additionally, the stock offers an attractive dividend yield of 6.2%, enhancing its appeal as a buy [6].

Advanced Drainage Systems (NYSE:WMS) Q3 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBryan Blair - Managing DirectorCollin Verron - DirectorCraig Taylor - President of InfiltratorDavid Tarantino - Assistant VPGarik Shmois - Managing DirectorJeff Reive - Research AssociateMike Higgins - VP of Corporate Strategy and Investor RelationsScott Barbour - President and CEOScott Cottrill - CFOConference Call ParticipantsJohn Lovallo - Managing Director and Senior Equity AnalystMatthew Bouley ...

STOCKHOLM, Feb. 5, 2026 /PRNewswire/ -- Excluding items affecting comparability. Please see the tabulated figures section in this report, page 12, for further details about the financial effects in 2024 and 2025 Comments by the President and CEO "I am happy to report that ASSA ABLOY delivered record results once again in 2025, with sales reaching SEK 152,409 M and an adjusted operating income of SEK 24,664 M with a corresponding margin of 16.2%. It is a result to be proud of, reflecting strong operational e ...

Financial Data and Key Metrics Changes - Net revenue for the second quarter was $102.2 million, down 12% year-over-year and down 13% on a constant currency basis [16] - Product revenue decreased by 26% overall and 28% on a constant currency basis, primarily due to lower-than-expected product revenue in China [16] - Service revenue was $57.2 million, up 4% from the prior year and up 3% on a constant currency basis [16] - Overall gross margin for the quarter was 23.5%, down from 36.1% in the prior year, with product gross margins at 19.7% compared to 43.5% in the prior year [18] - Operating loss for the quarter was $11.6 million compared to an income of $4.7 million in the prior year [21] - Adjusted EBITDA for the quarter was a loss of $1.9 million compared to positive $9.6 million in the prior year [21] Business Line Data and Key Metrics Changes - Product gross orders for the second quarter were approximately $66 million, with a book-to-bill ratio of 1.5x [17] - Service gross margins were 26.6%, down from 27.7% in the prior year, primarily due to higher net parts consumption [19] Market Data and Key Metrics Changes - The company ended the second quarter with a reported order backlog of approximately $383 million, representing over 18 months of product revenue [17] - The decline in product revenue was significantly impacted by ongoing geopolitical tensions and tariffs affecting the China market [13][16] Company Strategy and Development Direction - The company announced a comprehensive strategic, operational, and organizational transformation plan aimed at improving accountability, cost control, and execution [6] - The transformation plan targets an approximately $25 million improvement in annualized operating profitability, including a workforce reduction of about 15% [7] - The company is shifting towards a comprehensive solutions-oriented service offering to increase customer uptime and drive higher-margin recurring revenue [8][10] Management's Comments on Operating Environment and Future Outlook - The management acknowledged that external pressures, including tariffs and geopolitical instability, have affected demand patterns and commercial activity [13][14] - The revised revenue guidance for fiscal 2026 is now in the range of $440 million-$450 million, with adjusted EBITDA guidance of $22 million-$25 million [14] - Despite external headwinds, the company remains focused on delivering against transformation commitments and strengthening its foundation for sustained, profitable growth [15] Other Important Information - The company expects approximately $10 million of restructuring charges across the second, third, and fourth fiscal quarters related to workforce reductions and other implementation costs [8] - The leadership team emphasizes the need for teamwork, cross-functional collaboration, and data-driven decision-making to create a performance-driven environment [12] Q&A Session Summary Question: Revenue guidance cut details - The company clarified that the revenue guidance cut was influenced by ongoing tariffs and an unstable geopolitical environment, particularly in China, which has affected demand patterns and commercial activity [26][27][28] Question: Future product gross margins expectations - Product gross margins are expected to be impacted by tariffs and inflation, with projections indicating they may range between 20%-30% depending on product mix and timing of releases [30][32] Question: New initiatives for returning to growth - The company is focusing on solutions-oriented service offerings and restructuring distributor partnerships to drive growth, with expectations for positive results from these initiatives [36][39]

Core Viewpoint - The paint maker is targeting increased profitability in the medium term despite facing challenges from weak markets and the impact of a stronger euro on last year's earnings [1] Group 1 - The company aims for rising profitability over the medium term [1] - Last year's earnings were negatively affected by weak markets [1] - A stronger euro contributed to the decline in earnings [1]

Financial Data and Key Metrics Changes - Renasant Corporation's adjusted earnings per share for 2025 were $3.06, an 11% increase year-over-year [6] - Adjusted return on average assets (ROA) grew from 94 basis points in 2024 to 110 basis points in 2025 [6] - Adjusted efficiency ratio improved by approximately 900 basis points year-over-year to 57.46% [6] - Adjusted return on tangible equity increased from 11.5% in 2024 to 13.79% in 2025 [6] - Net income for the fourth quarter was $78.9 million, or $0.83 per diluted share [8] - Adjusted earnings for the quarter, excluding merger charges, were $86.9 million, or $0.91 per diluted share [8] Business Line Data and Key Metrics Changes - Loans increased by $21.5 million on a linked quarter basis, representing a 0.4% annualized growth [8] - Deposits rose by $48.5 million from the third quarter, or 0.9% annualized [9] - Non-interest income for the fourth quarter was $51.1 million, a linked quarter increase of $5.1 million [11] - Non-interest expense for the fourth quarter was $170.8 million, with a linked quarter decrease of $6.2 million when excluding merger and conversion expenses [11] Market Data and Key Metrics Changes - The company sold approximately $117 million of loans acquired from The First, which were not considered core to Renasant's business [8] - The allowance for credit losses (ACL) as a percentage of total loans declined by 2 basis points quarter-over-quarter to 1.54% [9] Company Strategy and Development Direction - Renasant aims to create a high-performing company leveraging opportunities in strong economic regions [4] - The company is focused on maintaining momentum and improving efficiency post-merger with The First [4] - Management emphasized the importance of balancing cost savings from the merger with investments in talent for future growth [25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the banking industry's changes and Renasant's ability to capitalize on opportunities [13] - The company anticipates continued organic loan and deposit growth in 2026, targeting mid-single-digit growth [31] - Management acknowledged the potential for elevated payoffs impacting loan growth but remains confident in long-term performance [94] Other Important Information - The company recorded a credit loss provision on loans of $10.9 million, with net charge-offs of $9.1 million [9] - All regulatory capital ratios remain above required minimums, indicating a well-capitalized status [9] Q&A Session Summary Question: Can you walk us through the expense outlook for the year? - Management indicated expectations for a $2-$3 million reduction in core expenses for Q1, similar to Q4 [20][21] Question: What are the expectations for loan growth and market share? - Management maintained guidance for mid-single-digit loan growth, with potential upside due to market disruption [31][34] Question: How does the company view capital deployment, particularly regarding buybacks? - Management indicated that buybacks are currently the most attractive capital use, with plans to continue into 2026 [46][48] Question: What is the outlook for net interest margin (NIM)? - Management expects NIM to remain stable, with modest growth in net interest income as the balance sheet grows [56] Question: Can you provide details on the loan sale and future loan sales? - The recent loan sale involved a portfolio deemed non-core, and no additional sales are anticipated in the near term [64][66]

Financial Data and Key Metrics Changes - Revenue for Q4 2025 rose slightly quarter-on-quarter (QOQ) to 7.2008 trillion KRW, driven by solid panel shipments for TVs and notebook PCs [10] - Operating profit declined QOQ to 168.5 billion KRW due to lower shipments of certain small and medium OLED models and one-off costs related to strengthening the company's profit structure [12][14] - Net loss was 351.2 billion KRW, primarily due to foreign currency translation losses [18] - EBITDA in Q4 was 1.162 trillion KRW, with an EBITDA margin of 16% [20] Business Line Data and Key Metrics Changes - Shipment area for TV and notebook PC panels grew QOQ, while shipments for monitor and tablet panels declined, resulting in a total shipment area increase to 4.0 million square meters [25] - ASP per square meter for OLED panels was $1,297, down 5% QOQ but up 49% year-on-year (YOY) [26] - OLED products accounted for 65% of total revenue in Q4, unchanged QOQ and up 5 percentage points YOY [38] Market Data and Key Metrics Changes - Revenue share from mobile and others accounted for 40% of total revenue, up 1 percentage point QOQ, while IT revenue share decreased to 36% [30][34] - TV revenue share rose slightly by 1 percentage point, while auto revenue share decreased to 7% [36] Company Strategy and Development Direction - The company aims to solidify its OLED-centric business structure, having terminated large LCD operations and focusing on high-margin products [61] - Future strategies include expanding panel shipments in small mobile, responding to high-end market demand in medium-sized OLED, and maintaining leadership in large panels through differentiated products [73][79] - The company plans to maintain a CAPEX policy focused on future readiness and structural upgrades, with 2026 CAPEX expected to be around 2 trillion KRW [81] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing external uncertainties and volatility in global markets but emphasized the importance of stabilizing business performance through OLED growth and operational efficiency [71] - The company aims to achieve profitability in all business segments to regain market trust and shareholder confidence [112] Other Important Information - Cash and cash equivalents at quarter end were 1.573 trillion KRW, with total debt decreasing to 12.664 trillion KRW [41][43] - The company expects a decrease in shipment area across all categories in Q1 due to seasonality, with ASP per square meter projected to remain above $1,200 [50][52] Q&A Session Summary Question: Outlook for each business and expected performance for the year - Management highlighted the need to continue improving operational efficiency and profitability while addressing external uncertainties [91][97] Question: Strategic priorities for the company moving forward - The focus will be on becoming a technology-centric company and ensuring profitability across all business segments [100][112] Question: Mobile OLED shipment numbers and market opportunities - The company aims for mid-70 million units in panel shipments for smartphones in 2025, with a focus on closing the gap between first and second half shipments [130][134] Question: Impact of rising memory semiconductor prices on profitability - Management noted potential pressures on display prices and demand but stated that current impacts remain limited [138][140] Question: Outlook for IT business and potential turnaround - The company anticipates continued improvement in profitability while closely monitoring market conditions before making significant investments [146][150] Question: Strategy for large OLED panels and maintaining profitability - The company plans to strengthen its white OLED lineup and target a panel shipment of over 7 million in 2026, aiming for a 10% growth YOY [162][164]

Core Insights - LSI Industries' shares increased by over 14% following the announcement of its fiscal 2026 second-quarter results [1] Sales Performance - LSI's net sales for the quarter ended December 31 were $147 million, reflecting a decline of less than 1% year over year, attributed to the normalization of event-driven grocery sales [3] - The lighting business was a significant growth driver, with sales increasing by 15% [3] Profitability and Cash Flow - Adjusted net income rose slightly to $8.4 million, or $0.26 per share, surpassing Wall Street's expectations of $0.22 per share [4] - The company generated $23.3 million in free cash flow, which was used to pay down debt and strengthen the balance sheet [5] - Management plans to utilize strong cash generation for organic growth investments and potential acquisitions [5] Future Outlook - The company anticipates continued year-over-year revenue growth in the lighting segment and a resumption of growth in the display solutions segment as it enters the second half of fiscal 2026 [5]