Flex (NasdaqGS:FLEX) Q3 2026 Earnings call February 04, 2026 08:30 AM ET Speaker2As a reminder, this call is being recorded. I will now turn the call over to Mrs. Michelle Simmons. You may begin.Speaker1Thank you, Rob. Good morning, and thank you for joining us today for Flex's third quarter fiscal 2026 earnings conference call. With me today is our Chief Executive Officer, Revathi Advaithi, and Chief Financial Officer, Kevin Crum. We'll give brief remarks followed by Q&A. Slides for today's call, as well a ...

Silgan (NYSE:SLGN) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Speaker11Good day, and welcome to the Silgan Holdings fourth quarter 2025 earnings call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Alex Hutter, Senior Vice President, Strategy and Investor Relations. Please go ahead.Speaker1Thank you, and good morning. Joining me on the call today are Adam Greenlee, President and CEO, Philippe Chevrier, EVP and COO, Sean Fabry, EVP and CFO, and Bob Lewis, ...

Chubb (NYSE:CB) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Speaker1Oh, now let's turn the conference over to Susan Spivak, Senior Vice President, Investor Relations. You may begin.Speaker2Thank you, and welcome to our December 31st, 2025, fourth quarter and year-end earnings conference call. Our report today will contain forward-looking statements, including statements relating to company performance, pricing and business mix, growth opportunities, and economic and market conditions, which are subj ...

trivago (NasdaqGS:TRVG) Q4 2025 Earnings call February 04, 2026 08:15 AM ET Company ParticipantsJohannes Thomas - CEOWolf Schmuhl - CFOConference Call ParticipantsDae Lee - AnalystNaved Khan - AnalystVanessa Wu - AnalystWei Fang - AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by and welcome to the Trivago Q4 earnings call 2025. I must advise you, the call is being recorded today, Wednesday the 4th of February 2026. We are pleased to be joined on the call today by Johannes Thomas, Tri ...

trivago (NasdaqGS:TRVG) Q4 2025 Earnings call February 04, 2026 08:15 AM ET Company ParticipantsJohannes Thomas - CEORobin Harries - CFOConference Call ParticipantsDae Lee - AnalystNaved Khan - AnalystVanessa Wu - AnalystWei Fang - AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by and welcome to the Trivago Q4 Earnings Call 2025. I must advise you, the call is being recorded today, Wednesday the 4th of February 2026. We are pleased to be joined on the call today by Johannes Thomas, Tr ...

trivago (NasdaqGS:TRVG) Q4 2025 Earnings call February 04, 2026 08:15 AM ET Speaker3Good day, ladies and gentlemen. Thank you for standing by and welcome to the Trivago Q4 Earnings Call 2025. I must advise you, the call is being recorded today, Wednesday the 4th of February 2026. We are pleased to be joined on the call today by Johannes Thomas, Trivago CEO and Managing Director, and Rolf Schrömgens, Trivago CFO and Managing Director. The following discussion, including responses to your questions, reflects ...

Financial Data and Key Metrics Changes - Full-year revenues for 2025 were $15.1 billion, down about 1% organically compared to the previous year [4] - Adjusted Gross Margin expanded by 70 basis points to 30.7% for the full year 2025 [5] - Adjusted EBITDA grew by 5%, with an Adjusted EBITDA margin improvement of 70 basis points [7] - Adjusted Earnings Per Share increased by 7% to $4.67 [7] - Free Cash Flow for 2025 was nearly $700 million, supporting dividends and debt reduction [7] Business Line Data and Key Metrics Changes - Tools and Outdoor segment revenue was approximately $3.2 billion in Q4, down 2% year-over-year, with organic revenue down 4% [9][10] - Engineered Fastening segment revenue grew 6% on a reported basis and 8% organically in Q4, with a 35% organic growth in the aerospace business [15][16] - DEWALT achieved low single-digit organic growth for the full year, overcoming broader market headwinds [14] Market Data and Key Metrics Changes - North America organic revenue declined 5%, while Europe and the rest of the world saw declines of 3% and 4%, respectively [12][13] - The overall market conditions were described as soft, particularly affecting retail channels in North America [10][11] Company Strategy and Development Direction - The company is focused on disciplined execution and targeted growth investments, particularly in DEWALT and Aerospace Fasteners [4] - A definitive agreement was announced to sell the Aerospace Fasteners business for over $1.5 billion, aimed at reducing debt and enhancing capital allocation flexibility [8][21] - The company plans to maintain a strong investment-grade credit rating while focusing on organic growth investments [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term performance despite macroeconomic uncertainties and tariff headwinds [5][6] - For 2026, adjusted earnings per share are expected to be in the range of $4.90-$5.70, reflecting growth initiatives and market conditions [24] - The company anticipates low single-digit revenue growth for 2026, with a focus on market share gains [25][30] Other Important Information - The global cost reduction program has achieved $2.1 billion in pre-tax cost savings since mid-2022 [6][19] - The company expects to transition gas-powered outdoor product lines to a licensing model, impacting revenue but enhancing margins [26][28] Q&A Session Summary Question: Inquiry about gross and operating margin performance cadence - Management expects gross margin to be around 30.5% in Q1, increasing to 34%-35% in the second half of 2026, affected by peak tariff expenses [39][40] Question: Clarification on tariff mitigation measures - Management confirmed ongoing tariff mitigation efforts, including reducing reliance on imports from China and increasing USMCA qualified products [47][49] Question: Discussion on volume expectations and share gains - Management indicated that volume is expected to improve in 2026, driven by strong professional market performance and adjustments in promotional strategies [60][61] Question: Elasticity of pricing and volume dynamics - Management acknowledged that volume declines have been steeper than anticipated due to market softness, but expects adjustments to restore a more favorable pricing-volume relationship [62][64] Question: Plans for investment in CRAFTSMAN and Stanley brands - The company plans to invest an additional $75 million-$100 million in brand initiatives for CRAFTSMAN and Stanley in 2026, anticipating sales inflections [69][70]

The New York Times Company (NYSE:NYT) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsAnthony DiClemente - SVP of Investor RelationsBenjamin Soff - Director of Equity ResearchDoug Arthur - Managing DirectorJason Bazinet - DirectorKannan Venkateshwar - Managing Director of US Media, Cable and Telecom Equity ResearchKutgun Maral - DirectorMeredith Kopit Levien - President and CEOThomas Yeh - Executive Director of Equity ResearchWill Bardeen - EVP and CFOConference Call ParticipantsDavi ...

Cabot (NYSE:CBT) Q1 2026 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsDavid Begleiter - Managing DirectorErica McLaughlin - EVP and CFOJohn Roberts - Managing DirectorJosh Spector - Director of Equity ResearchKevin Estok - Equity Research Senior AssociateLydia Huang - Managing DirectorRobert Rist - VP of Investor Relations and Corporate PlanningSean Keohane - CEO and PresidentOperatorLadies and gentlemen, thank you for standing by, and welcome to the first quarter fiscal year 2026 Cabot E ...

Silicon Motion Technology (NasdaqGS:SIMO) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsGokul Hariharan - Managing DirectorJason Tsai - CFOTom Sepenzis - Senior Director of IR and StrategyWallace Kou - President and CEOConference Call ParticipantsCraig Ellis - Senior Semiconductor and Capital Equipment AnalystMatt Bryson - Managing Director and Senior Equity Research AnalystMehdi Hosseini - Managing Director and Senior Equity Research AnalystNeil Young - Associate AnalystSuji Desil ...