Veralto (NYSE:VLTO) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Speaker1Hello, my name is Nikki, and I will be your conference operator this morning. At this time, I would like to welcome everyone to Veralto Corporation's fourth quarter 2025 conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that time, simply press Star, then the number one on your te ...

Azenta (NasdaqGS:AZTA) Q1 2026 Earnings call February 04, 2026 08:30 AM ET Speaker6As a reminder, this conference is being recorded Wednesday, February 4, 2026. I will now turn the conference over to Yvonne Perron, Vice President, FP&A, and Investor Relations.Thank you, Operator, and good morning to everyone on the line today. We would like to welcome you to our earnings conference call for the first quarter of fiscal year 2026. Our first quarter earnings press release was issued before the open of the mark ...

Equifax (NYSE:EFX) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Speaker2Good morning, and welcome to the Equifax Q4 2025 earnings conference call. At this time, all participants are in a listen-only mode. The question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note, this conference is being recorded. I will now turn the conference over to Trevor Burns, SVP of Invest ...

Weatherford International (NasdaqGS:WFRD) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Speaker11Please also note, today's event is being recorded. I would now like to turn the conference over to Luke Lemoine, Senior Vice President, Corporate Development. Please go ahead.Speaker10Welcome, everyone, to the Weatherford International fourth quarter and full year 2025 earnings conference call. I'm joined today by Girish Saligram, President and CEO, and Anuj Dhruv, Executive Vice President and CFO. We'll s ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $5.3 billion, growing 3.8% year-over-year in constant currency, all organic [24] - Full-year revenue reached $21.1 billion, a 6.4% increase in constant currency, surpassing the $20 billion mark [5][24] - Adjusted Operating Margin for Q4 was 16%, improving by 30 basis points year-over-year, while full-year adjusted operating margin was 15.8%, exceeding guidance by 50 basis points [5][28] - Adjusted diluted EPS for Q4 was $1.35, up 12% year-over-year, leading to a full-year EPS of $5.28, an 11% increase from the prior year [29] Business Line Data and Key Metrics Changes - Financial Services segment led growth with constant currency revenue increasing 9% year-over-year in Q4 and 7% for the full year, marking the highest annual level since 2016 [4][24] - Health Sciences showed resilient performance despite industry cost pressures, with growth driven by cost savings and productivity improvements [25] - Digital Engineering practices experienced an 8% year-over-year growth in Q4 and full year, fueled by proprietary platforms [17] Market Data and Key Metrics Changes - North America was the standout region with over 4% year-over-year growth in constant currency, primarily driven by financial services and healthcare [26] - Europe grew 2% in constant currency, with healthy growth in financial services and life sciences [26] - The Rest of World segment grew in line with the total company, driven by the Middle East [26] Company Strategy and Development Direction - The company aims to bridge the AI velocity gap, focusing on converting AI technology into measurable returns for clients [9] - A three-vector strategy is being implemented to capture demand, including applying AI-led productivity to traditional software cycles and building new cycles of agentic capital [10][11] - The company is committed to maintaining its position in the industry's winner's circle and aims to lead as an AI builder [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth in 2026, supported by a strong pipeline of large deals and a focus on AI-driven productivity [23][50] - The operating environment remains complex, but the company views it as an opportunity to capture wallet share in large deals [24] - Management highlighted the importance of reinvention and reimagination of processes to leverage new technologies effectively [39] Other Important Information - The company returned $2 billion to shareholders through dividends and share repurchases [8] - The acquisition of 3Cloud was completed, adding over 1,200 Azure specialists to enhance capabilities in Azure data and AI [8] - The company is targeting 2,000 campus hires in the U.S. and approximately 20,000 in India for 2026 [17] Q&A Session Summary Question: Insights on AI's impact and revenue from package implementation - Management noted that new technology creates more opportunities rather than replacing old ones, emphasizing the need for process reinvention to realize value [38][39] Question: Gross margin dynamics for 2026 - Management indicated that Q4's gross margin decline was primarily due to higher variable compensation, but they expect to maintain productivity and manage costs effectively [43][45] Question: Confidence in large deal growth for 2026 - Management expressed excitement about the strong bookings and pipeline for larger deals, indicating a solid ramp-up expected in 2026 [50][54] Question: Risks and opportunities of fixed-price contracts - Management explained that delivery risk primarily resides with the service provider, and they have a robust process to monitor deal performance, ensuring they meet budgeted goals [60][63] Question: Durability of BPO growth - Management sees BPO as a significant growth area, driven by the need for transformation and maintenance of processes enabled by AI [68][69] Question: Growth margins and regulatory pressures in Health Sciences - Management expressed confidence in the Health Sciences segment's growth, highlighting the company's strong position and the potential for transformation amid regulatory uncertainties [72][75]

CDW (NasdaqGS:CDW) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Speaker2Hello, everyone, and thank you for joining the CDW fourth quarter 2025 earnings call. My name is Gabrielle, and I will be coordinating your call today. During the presentation, you can register a question by pressing Star followed by One on your telephone keypad. If you change your mind, please press Star followed by Two on your telephone keypad. Please kindly limit yourself to one question and one follow-up. If you have any furt ...

Fox (NasdaqGS:FOX) Q2 2026 Earnings call February 04, 2026 08:30 AM ET Speaker2As a reminder, this conference is being recorded. I'll now turn the conference over to Chief Investor Relations Officer, Ms. Gabrielle Brown. Please go ahead, Ms. Brown.Speaker0Thank you, Krista. Good morning, and welcome to our fiscal 2026 second quarter earnings call. Joining me on the call today are Lachlan Murdoch, Executive Chair and Chief Executive Officer, John Nallen, President and Chief Operating Officer, Steve Tomsic, o ...

GE HealthCare Technologies (NasdaqGS:GEHC) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Speaker2Please know that today's conference is being recorded. I will now turn the call over to your speaker host for today, Carolyn Borders. Please go ahead.Speaker0Thanks, operator. Good morning, and welcome to GE HealthCare's fourth quarter and full year 2025 earnings call. I'm joined by our President and CEO, Peter Arduini, and Vice President and CFO, Jay Saccaro. Our conference call remarks will include both ...

Financial Data and Key Metrics Changes - Orders increased nearly 40%, building on a strong 16% growth from the previous year [5][21] - Revenue grew by 6%, with adjusted EBIT margins expanding by 190 basis points to 12.4% [5][20] - Adjusted EPS rose nearly 40%, exceeding guidance [5][21] - Record backlog increased by 20% to $18 billion, indicating strong demand visibility [20][24] Business Line Data and Key Metrics Changes - Organic revenue growth was led by service, which grew 9% year-over-year [23] - In the Americas, sales were up 6% organically, with solid double-digit growth in service [23] - EMEA grew 4%, driven by high single-digit growth in service [23] - APAC delivered 8% growth, led by strong system performance and steady demand in service [23] Market Data and Key Metrics Changes - The Americas segment saw a 56% growth, primarily from large-scale data center projects [21] - EMEA experienced an 8% growth, with balanced high single-digit growth in both service and system [21] - APAC orders increased by 10%, driven by double-digit growth in systems and high single-digit growth in service [21] Company Strategy and Development Direction - The company is focusing on energy efficiency and decarbonization, particularly in data centers and advanced manufacturing [7][11] - A proprietary business system is being deployed to enhance operational efficiency and align goals across the organization [6][13] - The strategy emphasizes innovation in technology and service-based solutions to meet customer needs [12][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong start to the year and raised full-year guidance due to positive momentum [5][26] - The operating environment remains challenging, but the company is well-positioned to deliver on its commitments [20][25] - Management highlighted the importance of operational discipline and the ability to respond to customer needs quickly [74][107] Other Important Information - The company is investing in R&D to support future growth while maintaining cost control [92][93] - There is a focus on improving gross margins and reducing SG&A costs through operational efficiencies [89][90] Q&A Session Summary Question: Order strength and duration - Management confirmed record orders and highlighted strong demand not only from data centers but also from life sciences [28][30] Question: Backlog and organic growth - Management indicated that while backlog is strong, not all orders are shippable within the next nine months, affecting organic growth projections [32][33] Question: Market evolution and order growth - Management noted broad-based growth across different applications in the data center market and emphasized the importance of thermal management for life sciences [36][38] Question: North America margin trends - Management acknowledged a slight headwind in North America margins but expressed confidence in future improvements [50][51] Question: Data center lead times - Management reported good progress on lead times and emphasized the importance of reliable delivery for competitive advantage [72][74] Question: BMS growth and opportunities - Management characterized BMS growth as solid and highlighted the alignment with mission-critical solutions [78] Question: New product development and market readiness - Management discussed ongoing collaboration with customers to innovate and prepare for future market needs [81][82] Question: Portfolio review and strategic moves - Management confirmed ongoing strategic review of the portfolio to enhance shareholder value [85][87]

Unifi (NYSE:UFI) Q2 2026 Earnings call February 04, 2026 08:30 AM ET Speaker4Good morning and thank you for attending Unifi's second quarter fiscal 2026 earnings conference call. During this call, management will be referencing a webcast presentation that can be found in the investor relations section of unifi.com. Please familiarize yourself with page 2 of the slide deck for cautionary statements and Non-GAAP measures. Today's conference is being recorded, and all lines have been placed on mute to prevent ...