Urban Outfitters(URBN) - 2026 Q4 - Earnings Call Presentation
2026-02-26 22:00
Urban Outfitters, Inc. FY'26 Q4 RESULTS Introduction Urban Outfitters, Inc. "URBN" is providing fiscal 2026 fourth quarter commentary ahead of our earnings call scheduled for February 25th at 5:00pm. We remind you that any forward-looking statements made in this commentary are subject to our safe harbor statement found in our SEC filings. Our fourth quarter earnings release and related financial information are available on our website, www.urbn.com. As used in this document, unless otherwise defined, "Anth ...
Ducommun(DCO) - 2025 Q4 - Earnings Call Presentation
2026-02-26 18:00
Q4 2025 Earnings Call Stephen Oswald - Chairman, President and Chief Executive Officer Suman Mookerji – Senior Vice President, Chief Financial Officer February 26, 2026 Disclosures Forward-Looking Statements: This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be preceded by, followed by or include the words "believe," "continue," "estimate," "expect," "may," "plan," "potential," "should," "result," ...
Crescent Capital BDC(CCAP) - 2025 Q4 - Earnings Call Presentation
2026-02-26 17:00
Crescent Capital BDC, Inc. Quarterly Earnings Presentation December 31, 2025 Disclaimer and Forward-Looking Statement This presentation (the "Presentation") has been prepared by Crescent Capital BDC, Inc. (together with its consolidated subsidiaries, "CCAP," "Crescent BDC" or the "Company") and may be used for informational purposes only. This Presentation contains summaries of certain financial and statistical information about the Company and should be viewed in conjunction with the Company's most recent ...
Sempra(SRE) - 2025 Q4 - Earnings Call Presentation
2026-02-26 17:00
Building America's Leading Utility Growth Business 2025 – 2030 February 26, 2026 About This Presentation This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions about the future, involve risks and uncertainties, and are not guarantees. Future results may differ materially from those expressed or implied in any forward-looking statement. These forward-looking statements represent our ...
Green Brick Partners(GRBK) - 2025 Q4 - Earnings Call Presentation
2026-02-26 17:00
INVESTOR PRESENTATION Southgate Homes | Reserve at Watters| Allen, TX 2025 Fourth Quarter Forward Looking Statements This press release and our earnings call contain "forward-looking statements" within the meaning of the Private Securities Litigation Act of 1995. These statements concern expectations, beliefs, projections, plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts and typically include the words "anticipate," "believe," "consi ...
AMERISAFE(AMSF) - 2025 Q4 - Earnings Call Transcript
2026-02-26 16:30
AMERISAFE (NasdaqGS:AMSF) Q4 2025 Earnings call February 26, 2026 10:30 AM ET Speaker1 Good day. Welcome to AMERISAFE's Fourth Quarter 2025 earnings call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Ms. Kathryn Shirley. Please go ahead, ma'am. Speaker2 Thank you, operator, Good morning, everyone. Welcome to the AMERISAFE 2025 fourth quarter investor call. If you have not received the earnings release, it is available on our website at amerisafe.com. This call ...
Eagle Point Income Co Inc.(EIC) - 2025 Q4 - Earnings Call Presentation
2026-02-26 16:30
Eagle Point Income Company QUARTERLY UPDATE – Q4 2025 February 26, 2026 1 Important Information This presentation and the information and views included herein do not constitute investment advice, or a recommendation or an offer to enter into any transaction with Eagle Point Income Company Inc. ("EIC" or the "Company") or any of its affiliates. This presentation is provided for informational purposes only, does not constitute an offer to sell securities of the Company or a solicitation of an offer to purcha ...
DXP Enterprises(DXPE) - 2025 Q4 - Earnings Call Presentation
2026-02-26 16:30
Presented by: David Little Chairman, President & CEO Kent Yee Senior Vice President & CFO NASDAQ: DXPE Results for Q4 Fiscal 2025 Earnings Announcement: February 26, 2026 (Quarter Ending December 31, 2025 ) FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the U.S. federal securities laws that involve risks and uncertainties. Certain statements contained in this report are not purely historical, including statements regarding our expectations, beliefs, in ...
Edwards Lifesciences (NYSE:EW) 2026 Conference Transcript
2026-02-26 16:15
Edwards Lifesciences (NYSE:EW) 2026 Conference February 26, 2026 10:15 AM ET Speaker0 Thank you everybody who's come to the Young Blood Conference, and Scott Ullem, thank you so much for trekking across the country in this lovely weather to join us here today. I appreciate it. Speaker1 It's our pleasure, and I do want to introduce my colleague, Jerrianne Sarte. Speaker0 Yes Speaker1 who is going to be taking over as Head of Investor Relations in April. We're delighted to have Jerriann in this role. She's a ...
SM Energy(SM) - 2025 Q4 - Earnings Call Transcript
2026-02-26 16:02
Financial Data and Key Metrics Changes - The company reported record operating cash flow, adjusted EBITDAX, production, and oil volumes for 2025, with oil comprising 53% of total production [3][4] - Net debt was reduced by $437 million, resulting in a leverage ratio of approximately 1 times at year-end [4] - A total of $104 million was returned to stockholders through dividends and share repurchases [4] Business Line Data and Key Metrics Changes - The company plans to allocate about 45% of its capital investments to high-margin Permian activities, with total expected CapEx for 2026 being approximately 14% lower than pro forma 2025 [7] - Production volumes in the second half of 2026 are expected to range between 420,000 and 430,000 BOE per day, with 55% oil [7][8] Market Data and Key Metrics Changes - The company anticipates operating in a $60 oil and $3.50 gas environment for its 2026 plan [7] - The merger with Civitas is expected to unlock up to $1.5 billion in present value synergies, representing nearly 30% of the company's market cap [5] Company Strategy and Development Direction - The company has three strategic objectives for 2026: integrate, execute, and bolster [5][8] - The integration of Civitas is progressing well, with $185 million of the targeted $200 million-$300 million in synergies already actioned [5][88] - The focus is on maximizing sustainable free cash flow and strengthening the balance sheet while returning capital to stockholders [5][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to maximize free cash flow and reduce debt, emphasizing a safety-first mindset in operations [5][12] - The company is focused on capital efficiency and optimizing its asset development to enhance returns [5][12] Other Important Information - The company announced a 10% increase in the fixed dividend to $0.88 per share annually, providing a current yield of just under 4% [12] - Remaining free cash flow will be allocated 80% to debt reduction and 20% to stock repurchases [12] Q&A Session Summary Question: Total production guidance for the year and impact of three-stream to two-stream conversions - Management clarified that the production change is not significantly different when normalized for moving items, with specific allocations for NGLs in different basins [18][19] Question: Capital expenditure and rig count throughout the year - Management confirmed that the first quarter will see higher CapEx due to starting with 15 rigs, which will decrease to an average of 11 rigs by year-end [22][23] Question: Leverage profile and inventory life considerations - Management stated that they are comfortable with a leverage ratio in the mid-ones area and are focused on improving inventory life through high-quality locations [30][32] Question: Composition of the Permian program and activity split - Management indicated that the program will allocate about one-third to Delaware and two-thirds to Midland Basin, with ongoing optimization efforts [55] Question: Production growth expectations in various areas - Management noted that Uinta and South Texas are expected to be growth areas, while the focus remains on maximizing free cash flow across the portfolio [71] Question: Decision to increase the dividend - Management emphasized that the increase was based on confidence in the company's future and not due to investor pressure [73]