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BPG(BRX) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
Brixmor Property Group (NYSE:BRX) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsBrian Finnegan - CEO and PresidentCaitlin Burrows - VP of Equity ResearchCraig Mailman - Director of Equity ResearchHaendel St. Juste - Managing DirectorJuan Sanabria - Managing DirectorMark Horgan - EVP and CIOMichael Griffin - DirectorMichael Mueller - Managing DirectorSamir Khanal - Director of Equity ResearchStacy Slater - SVP of Investor RelationsSteve Gallagher - CFOTayo Okusanya - Managing Direct ...
Saia(SAIA) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
Saia (NasdaqGS:SAIA) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsBrian Ossenbeck - Managing DirectorChris Wetherbee - Managing Director and Head of Transportation & Shipping ResearchFritz Holzgrefe - President and CEOHarrison Bauer - Equity Research Associate of Freight & LogisticsJason Seidl - Managing DirectorJonathan Chappell - Senior Managing DirectorKen Hoexter - Managing DirectorMatt Batteh - EVP and CFORicha Harnain - Director of Institutional Equity SalesStephanie Moore - ...
BPG(BRX) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
Brixmor Property Group (NYSE:BRX) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsBrian Finnegan - CEO and PresidentCaitlin Burrows - VP of Equity ResearchCraig Mailman - Director of Equity ResearchHaendel St. Juste - Managing DirectorJuan Sanabria - Managing DirectorMark Horgan - EVP and CIOMichael Griffin - Director of Equity ResearchMichael Mueller - Managing DirectorStacy Slater - SVP of Investor RelationsSteve Gallagher - CFOTayo Okusanya - Managing DirectorTodd Thomas - Managin ...
DLH(DLHC) - 2026 Q1 - Earnings Call Transcript
2026-02-10 16:02
DLH (NasdaqCM:DLHC) Q1 2026 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsBert Osterweis - Private InvestorChris Witty - Investor Relations AdvisorKathryn JohnBull - CFOZachary Parker - President and CEOConference Call ParticipantsJoe Gomes - Senior Research AnalystOperatorGood day, and welcome to the DLH Holdings Fiscal 2026 First Quarter Earnings Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing th ...
Manitowoc(MTW) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
The Manitowoc Company (NYSE:MTW) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsAaron Ravenscroft - President and CEOBrian Regan - EVP and CFOIon Warner - Senior Vice President of Marketing and Investor RelationsConference Call ParticipantsKevin O'Regan - AnalystOperatorGood morning and welcome to The Manitowoc Company 4th Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing ...
Saia(SAIA) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
Saia (NasdaqGS:SAIA) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsBrian Ossenbeck - Managing DirectorChris Wetherbee - Managing Director and Head of Transportation & Shipping ResearchFritz Holzgrefe - President and CEOHarrison Bauer - Equity Research Associate of Freight & LogisticsJason Seidl - Managing DirectorJonathan Chappell - Senior Managing DirectorKen Hoexter - Managing DirectorMatt Batteh - EVP and CFORicha Harned - Director of Institutional Equity SalesStephanie Moore - ...
Vornado(VNO) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
Vornado Realty Trust (NYSE:VNO) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsGlen Weiss - EVPMichael Franco - President and CFOSteve Borenstein - EVP and Corporate CounselSteven Roth - Chairman and CEOThomas Sanelli - EVP of Finance and Chief Administrative OfficerConference Call ParticipantsAlexander Goldfarb - AnalystAnnabelle Ayer - AnalystAnthony Paolone - AnalystDylan Burzinski - AnalystFloris van Dijkum - AnalystJana Galan - AnalystJohn Kim - AnalystNick Yulico - AnalystSeth ...
Alexander’s(ALX) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
Alexander's (NYSE:ALX) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsAnnabell Ehr - Assistant Relationship ManagerAnthony Paolone - Executive DirectorGlen Weiss - EVP of Office LeasingMichael Franco - President and CFONick Yurico - Managing DirectorSmedes Rose - DirectorSteven Borenstein - EVP and Corporate CounselSteven Roth - Chairman and CEOConference Call ParticipantsAlexander Goldfarb - Managing Director and Senior Equity Research AnalystCamille Bonnel - Equity Research Analys ...
CTS(CTS) - 2025 Q4 - Earnings Call Transcript
2026-02-10 16:02
CTS (NYSE:CTS) Q4 2025 Earnings call February 10, 2026 10:00 AM ET Company ParticipantsAshish Agrawal - CFOKieran O'Sullivan - CEOConference Call ParticipantsHendy Susanto - AnalystJohn Franzreb - AnalystOperatorHello everyone. Thank you for joining us and welcome to the CTS Corporation 4th Quarter 2025 Earnings Call. After today's prepared remarks, we will host a question-and-answer session. If you'd like to ask a question, please press star 1 on your telephone keypad. To withdraw your question, please pre ...
Lee Enterprises(LEE) - 2026 Q1 - Earnings Call Transcript
2026-02-10 16:02
Financial Data and Key Metrics Changes - Adjusted EBITDA grew 61% year-over-year to $12 million, driven by consistent execution and disciplined cost management [3][10] - Total cash costs declined by $17 million over the prior year, contributing to improved operating efficiency [11] - Adjusted EBITDA margin improved to 9.4% from 5.3% in the prior year [12] Business Line Data and Key Metrics Changes - Digital subscription revenue reached $23 million from 609,000 digital-only subscribers, reflecting a 5% growth [10] - Total digital revenue for Q1 was over $70 million, representing over 54% of total revenue, with a 330 basis points year-over-year improvement in digital revenue mix [11] - Revenue from the Amplified Digital Agency grew at a 5% annual rate over the last three years, indicating strong digital advertising growth [14][15] Market Data and Key Metrics Changes - The company operates in 72 markets across the U.S., positioning itself as a leading provider of local news and advertising [8] - Digital revenue is projected to reach approximately 90% of total revenue by fiscal 2030, reflecting a significant shift from print to digital [15][16] Company Strategy and Development Direction - The company is focused on a three-pillar digital growth strategy, emphasizing digital subscription growth and digital advertising [4][5] - A recent $50 million equity investment has strengthened the balance sheet and improved liquidity, allowing for future investments in digital transformation [3][6] - The company aims to enhance operational efficiency while reducing legacy costs, positioning itself for sustainable long-term growth [17] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed the outlook for fiscal 2026, expecting mid-single digits Adjusted EBITDA growth [19] - The partnership with Hudl is expected to enhance local sports coverage and community engagement, aligning with the company's mission [20] - Management expressed confidence in the company's ability to achieve long-term sustainability through digital revenue growth and effective cost management [16][24] Other Important Information - The company has identified $26 million in non-core assets for potential monetization, contributing to future debt reduction [18] - The termination of the defined benefit pension plan has eliminated future cost uncertainties [18] Q&A Session Summary - No questions were received from web participants during the Q&A session [22][23]