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Columbia(COLM) - 2025 Q4 - Earnings Call Presentation
2026-02-03 22:00
AGENDA CFO COMMENTARY AND FINANCIAL REVIEW FOURTH QUARTER AND FULL YEAR 2025 FEBRUARY 3, 2026 CSC Confidential – Sensitive Information FORWARD-LOOKING STATEMENTS This presentation does not constitute an offer or invitation for the sale or purchase of securities and has been prepared solely for informational purposes. This presentation contains forward-looking statements within the meaning of the federal securities laws regarding Columbia Sportswear Company's business opportunities and anticipated results of ...
Meritage Homes(MTH) - 2025 Q4 - Earnings Call Presentation
2026-01-29 15:00
FOURTH QUARTER 2025 ANALYST CONFERENCE CALL JANUARY 29, 2026 Safe Harbor The information included in this presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include expectations about the housing market in general and our future results including our ability to increase market share, our full year 2026 projected share repurchases, home closing volume and home closing revenue, and first quarter 2026 projected home closi ...
BRIXMOR PROPERTY GROUP ANNOUNCES TAX REPORTING INFORMATION FOR 2025 DISTRIBUTIONS
Prnewswire· 2026-01-20 21:17
Core Viewpoint - Brixmor Property Group Inc. has announced the tax reporting information for its 2025 distributions on common stock, detailing the per share distribution amounts and their classifications for tax purposes [1]. Distribution Details - The total distribution per share for each payment date in 2025 is $0.2875, with a total distribution for the year amounting to $1.1500 [1]. - The breakdown of the total distribution includes: - Total Ordinary Dividends: $1.1216 - Total Capital Gain Distributions: $0.0284 - Unrecaptured Section 1250 Gain: $0.0071 - Return of Capital: $0.0000 [1]. Company Overview - Brixmor Property Group is a real estate investment trust (REIT) that operates a national portfolio of open-air shopping centers, comprising 354 retail centers with approximately 63 million square feet of retail space [3]. - The company aims to be a central part of the communities it serves, hosting a diverse mix of over 5,000 retailers, including notable names like The TJX Companies and Kroger [3].
Crane NXT (NYSE:CXT) FY Earnings Call Presentation
2026-01-14 13:45
Company Overview - Crane NXT is a premier industrial technology company with approximately $1.6 billion in 2025 sales[9] - The company has approximately 50% recurring and reoccurring revenue[10] - The adjusted segment operating margin is approximately 25%[11] - Net leverage is approximately 2.3x[12] Business Segments - Crane Payment Innovations (CPI) has approximately $850 million in 2025 sales[18] - Security & Authentication Technologies has approximately $785 million in 2025 sales, including 8 months of De La Rue Authentication[18, 20] Customer Base - Approximately 65% of customers have been with the business for more than 20 years[16] - Sales by geography: Americas ~50%, APAC ~15%, Europe ~15%, MEA ~10%, SAT ~10%[15] Acquisition - Antares Vision has approximately €200 million in 2024 revenue and approximately 15% adjusted EBITDA margin[22]
Funko(FNKO) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:30
Q3 Supplemental Information NOVEMBER 2025 Funko, LLC © 2025 Cautionary Notes This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Any statements contained in this presentation that do not relate to matters of historical fact should be considered forward-looking statements, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for fut ...
Meritage Homes(MTH) - 2025 Q3 - Earnings Call Presentation
2025-10-29 15:00
THIRD QUARTER 2025 ANALYST CONFERENCE CALL OCTOBER 29, 2025 Safe Harbor The information included in this presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include expectations about the housing market in general and our future results including our fourth quarter 2025 projected home closing volume, home closing revenue, home closing gross margin, effective tax rate and diluted EPS. All historical 2024 share and per sh ...
AutoZone(AZO) - 2025 Q4 - Earnings Call Presentation
2025-09-23 14:00
Financial Performance - Q4 FY2025 (GAAP) - Net sales increased by 0.6% to $6.243 billion compared to $6.205 billion in Q4 FY24[9] - Operating profit (EBIT) decreased by 7.8% to $1.196 billion from $1.297 billion[9] - Net income decreased by 7.2% to $837 million compared to $902 million[9] - Diluted EPS decreased by 5.6% to $48.71 from $51.58[9] Financial Performance - Q4 FY2025 (Adjusted) - Net sales increased by 6.9% to $6.243 billion compared to $5.840 billion in adjusted Q4 FY24[13] - Operating profit (EBIT) decreased by 1.1% to $1.196 billion from $1.210 billion[13] - Net income decreased by 0.5% to $837 million compared to $841 million[13] - Diluted EPS increased by 1.3% to $48.71 from $48.11[13] Financial Performance - FY2025 (GAAP) - Net sales increased by 2.4% to $18.939 billion compared to $18.490 billion in FY24[18] - Operating profit (EBIT) decreased by 4.7% to $3.610 billion from $3.789 billion[18] - Net income decreased by 6.2% to $2.498 billion compared to $2.662 billion[18] - Diluted EPS decreased by 3.1% to $144.87 from $149.55[18] Expansion and Stock Repurchase - The company repurchased $447 million of AutoZone stock during Q4 FY25[11] - The company repurchased $1.5 billion of AutoZone stock during FY25[20] - The company opened 304 net new stores in FY25, a 42.7% increase compared to the previous year[29]
Enlightify Inc. Receives Continued Listing Standards Notice from the New York Stock Exchange
Globenewswire· 2025-09-02 21:00
Core Points - Enlightify Inc. has been notified by the NYSE that its 30-trading-day average closing price per share is below $1.00, which is the minimum required for continued listing [1] - The company must notify the NYSE of its intent to cure the share price deficiency by September 11, 2025, and has six months to regain compliance [2] - The company's stock remains listed on the NYSE, and the notification does not impact its business operations or SEC reporting obligations [3] Company Overview - Enlightify Inc. produces and distributes humic acid-based compound fertilizers and other agricultural products through its subsidiaries, including Shaanxi TechTeam Jinong Humic Acid Product Co., Ltd. and Beijing Gufeng Chemical Products Co., Ltd. [4] - In 2023, the company began purchasing digital asset mining machines and established Antaeus Tech Inc. to mine bitcoins in Texas [4]
Meritage Homes(MTH) - 2025 Q2 - Earnings Call Presentation
2025-07-24 15:00
Financial Performance - Home closing revenue decreased by 5% to $1616 million in 2Q25 compared to $1694 million in 2Q24[29] - Home closing gross profit decreased by 22% to $341 million in 2Q25 compared to $440 million in 2Q24[29] - Home closing gross margin decreased by 480 bps to 211% in 2Q25 compared to 259% in 2Q24[29] - Diluted EPS decreased by 35% to $204 in 2Q25 compared to $315 in 2Q24[29] Sales and Community - Net sales orders increased by 3% year-over-year[15] - The company achieved a 2Q25 average absorption pace of 43[20] - Ending community count at June 30 2025 was 312 the highest in company history[20] Land and Inventory - Total lots controlled were 81912[36] - The company reduced land spend to $509 million[42] - 2Q25 specs per community translates to 5 months supply in line with the company's 4-6 months target[27] Capital Allocation - The company returned $76 million of cash to shareholders in 2Q25[35] - Land spend accounted for 87% of the $585 million total capital allocation spend[34]
ST(STM) - 2025 Q2 - Earnings Call Presentation
2025-07-24 07:30
Q2 2025 Financial Performance - Net revenues for Q2 2025 were $2.77 billion, a 14.4% decrease year-over-year [11, 24] - Gross margin for Q2 2025 was 33.5% [11, 29] - Non-U S GAAP operating margin decreased to 2 1% from 11 6% year-over-year [11] - Non-U S GAAP net income decreased to $57 million from $353 million year-over-year [11] H1 2025 Financial Performance - Net revenues decreased 21 1% year-over-year [11] - Non-U S GAAP net income was $120 million [11] Q3 2025 Outlook - The company expects net revenues of $3 17 billion, a 2 5% decrease year-over-year and a 14 6% increase quarter-over-quarter [11, 72] - Gross margin is expected to be about 33 5%, including approximately 340 bps of unused capacity charges [11, 73] - Net operating expenses are expected to be about $860 million [38] Segment Performance - Q2 2025 revenues for Analog products, MEMS and Sensors (AM&S) were $1 133 billion with an operating margin of 7 5% [41] - Q2 2025 revenues for Embedded Processing (EMP) were $847 million with an operating margin of 13 5% [41] - Q2 2025 revenues for Power and discrete products (P&D) were $447 million with an operating margin of -12 5% [42] - Q2 2025 revenues for RF & Optical Communications (RF&OC) were $336 million with an operating margin of 17 9% [42]