Okeanis Eco Tankers (NYSE:ECO) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker6Welcome to OET's fourth quarter 2025 financial results presentation. We will begin shortly. Aristidis Alafouzos, CEO, and Iraklis Sbarounis, CFO of Okeanis Eco Tankers, will take you through the presentation. They will be pleased to address any questions raised at the end of the call. Matters that are forward-looking in nature will be discussed, and actual results may differ from the expectations reflected in such for ...

Talkspace (NasdaqCM:TALK) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker4At this time, I'd like to welcome everyone to the Talkspace fourth quarter and full year 2025 earnings call. Following the prepared remarks, there will be a question-and-answer period. To ask a question at that time, please press star one on your telephone keypad. If you wish to remove yourself from the queue, please press star two. We ask that you please pick up your handset to allow for optimal sound quality. The press r ...

Six Flags Entertainment (NYSE:FUN) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsAdam Fox - Equity Research AssociateAnthony Berni - Senior Equity Research AssociateArpine Kocharyan - Managing DirectorBrian Witherow - CFOJohn Reilly - President and CEOMichael Russell - Corporate Director of Investor RelationsSteve Wieczynski - Managing DirectorThomas Yeh - Executive Director of Equity ResearchConference Call ParticipantsJames Hardiman - Director of Leisure and Travel AnalystOperato ...

EPAM Systems (NYSE:EPAM) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsBalazs Fejes - CEO and PresidentBrian Bergin - Managing DirectorBryan Keane - Head of North America Payments Processors and IT Services ResearchDavid Grossman - Managing DirectorJason Peterson - CFOJonathan Lee - Managing DirectorMike Rowshandel - Head of Investor RelationsConference Call ParticipantsJamie Friedman - Senior FinTech and IT Services Research AnalystJason Kupferberg - Senior Equity Research Analyst ...

Financial Data and Key Metrics Changes - Gentherm reported record revenue of $1.5 billion for 2025, an increase of 2.9% compared to the prior year, or 1.8% when excluding foreign currency translation [13] - Adjusted EBITDA for 2025 was $175 million, representing 11%-11.7% of sales, down from 12.6% the previous year due to higher material costs and expenses related to footprint realignment [14] - Operating cash flow increased by 7% to $117 million, despite building inventory throughout the year [14][15] Business Line Data and Key Metrics Changes - Automotive Climate & Comfort solutions revenue increased by 5.8% excluding foreign exchange, while other automotive products saw a decline of $28 million due to planned exits [13] - The company generated a commercial funnel totaling over $300 million in lifetime revenue from markets outside of light vehicles, indicating strong growth potential in adjacent markets [8] Market Data and Key Metrics Changes - Fourth quarter Climate & Comfort solutions revenue outgrew light vehicle production by 820 basis points, demonstrating strong global performance [14] - The company expects light vehicle production in key markets to decrease approximately 1% for 2026, positioning Gentherm to grow above market by mid-single digits [16] Company Strategy and Development Direction - Gentherm is focused on scaling its core technologies beyond automotive, with a strategic combination with Modine's Performance Technologies expected to close by the end of the year, creating a $2.6 billion market leader [7][21] - The company aims to drive growth through both organic and inorganic opportunities, with a focus on adjacent markets such as medical and home and office [8][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, emphasizing that 2025 financial results do not reflect the company's potential, with expectations for mid-single-digit growth over market in 2026 [5][11] - The company anticipates that the combination with Modine will unlock significant value creation opportunities and accelerate growth in new markets [22][24] Other Important Information - Gentherm's FDA 510(k) submission for the Thermafix system is expected to generate revenue later this year, contributing to the goal of doubling the medical business by 2030 [10][55] - The company is focused on operational rigor and cash flow generation, with an adjusted free cash flow estimate of $80 million-$100 million for 2026 [18] Q&A Session Summary Question: Adjacent end markets and revenue expectations - Management confirmed they will continue to lean into adjacent markets, expecting home and office to contribute $50 million to $100 million in revenue by 2028, with medical products anticipated to double the medical business by 2030 [32][33] Question: Footprint realignment and EBITDA expectations for 2027 - Management stated that the timing for footprint transitions remains on track for completion in 2026, with benefits expected to flow through in 2027, leading to a potential step function change in margins [36][37] Question: Confidence in 2027 revenue guidance - Management expressed confidence in the 2027 revenue number due to strong launch activity in core automotive and traction in adjacent markets [44]

YETI (NYSE:YETI) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsArvind Bhatia - Vice President, Investor RelationsMatt Reintjes - President and CEOMike McMullen - CFOConference Call ParticipantsBrian McNamara - Managing Director and Senior AnalystBrooke Roach - Managing Director, Equity Research AnalystJoe Altobello - Equity Research AnalystPhilip Lee - Equity Research AnalystRandy Konik - Managing Director and Senior Equity AnalystNone - AnalystNone - AnalystNone - AnalystOperatorG ...

Kinross Gold (NYSE:KGC) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsAndrea Freeborough - CFOClaude Schimper - COODavid Shaver - SVPFahad Tariq - SVP, Equity Research - Metals and MiningGeoffrey Gold - SVP, External Affairs and General CounselPaul Rollinson - CEOWilliam Dunford - SVP, Technical ServicesConference Call ParticipantsCarey MacRury - Equity Research AnalystDaniel Major - Metals and Mining AnalystTanya Jakusconek - Managing Director and Senior Equity Analyst - Precious ...

Madrigal Pharmaceuticals (NasdaqGS:MDGL) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsBill Sibold - CEODavid Soergel - CMOMardi Dier - CFOTina Ventura - Chief Investor Relations OfficerYasmeen Rahimi - 5-star analyst and MdConference Call ParticipantsAlex Thompson - AnalystEllie Merle - Senior Biotech Equity Research AnalystJay Olson - Md and Senior Biotechnology AnalystJonathan Wolleben - Md and Senior Research AnalystManoj Garg - AnalystMichael DiFiore - Equity Research AnalystP ...

Lemonade (NYSE:LMND) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsDaniel Schreiber - Co-Founder and CEONicholas Stead - SVP of FinanceShai Wininger - Co-Founder and PresidentTim Bixby - CFOTommy McJoynt - Managing Director of Equity ResearchYael Wissner-Levy - VP of CommunicationsConference Call ParticipantsJack Matten - Equity Research AnalystJason Helfstein - Equity Research AnalystJohn Barnidge - Managing Director and Senior Research AnalystOperatorLadies and gentlemen, thank y ...

EPAM Systems (NYSE:EPAM) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsBalazs Fejes - CEO and PresidentBrian Bergin - Managing DirectorBryan Keane - Head of North America Payments Processors and IT Services ResearchDavid Grossman - Managing DirectorJason Peterson - CFOJonathan Lee - Managing DirectorMike Rowshandel - Head of Investor RelationsConference Call ParticipantsJamie Friedman - Senior FinTech and IT Services Research AnalystJason Kupferberg - Senior Equity Research Analyst ...