Charles River Laboratories (NYSE:CRL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBirgit Girshick - EVP and COOCasey Woodring - VP, Equity ResearchDave Windley - Managing DirectorElizabeth Anderson - Senior Managing DirectorEric Coldwell - Managing DirectorJames Foster - Chair, President and CEOLuke Sergott - Director - Healthcare Equity ResearchMichael Knell - VP and Chief Financial OfficerMichael Ryskin - Managing DirectorTodd Spencer - VP of Investor RelationsConference Call P ...

Genco Shipping & Trading (NYSE:GNK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsJohn C. Wobensmith - Chairman and CEOPeter Allen - CFOConference Call ParticipantsChris Robertson - VP and Senior Equity Research AnalystLiam Burke - Managing Director and Senior Equity Research AnalystMichael Orr - Dry Bulk Market AnalystOmar Nokta - Managing Director and Lead Shipping AnalystSharif Al-Mograbi - Senior AnalystOperatorGood morning, ladies and gentlemen, and welcome to the Genco Shippi ...

LCI Industries (NYSE:LCII) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDaniel Moore - Partner and Director of ResearchJason Lippert - President and CEOKevin Condon - Vice President and Senior Equity Research AssociateLillian Etzkorn - CFOConference Call ParticipantsBrandon Roll`e - Managing Director and Senior Equity Research AnalystBret Jordan - Managing Director and Senior Equity Research AnalystJoe Altobello - Managing Director and Senior Equity Research AnalystMike Albanese - ...

Financial Data and Key Metrics Changes - In Q4 2025, net sales were $631 million, a decrease of 5.7% compared to Q4 2024, excluding the divestiture of European operations [24] - For the full year 2025, net sales were $2.4 billion, a 4.8% decline compared to 2024, also excluding the European divestiture [24] - Adjusted EBITDA for Q4 2025 was $55 million, down from $63 million in Q4 2024, while full-year adjusted EBITDA was $196 million, compared to $224 million in 2024 [26] - Adjusted diluted earnings per share for Q4 2025 was $0.36, consistent with Q4 2024, while full-year adjusted diluted earnings per share increased by 19% to $1.01 [26] Business Line Data and Key Metrics Changes - Targeted print categories, including direct mail and packaging, experienced net sales growth, while traditional print product lines like magazines and catalogs saw declines [4][25] - The QuadMed employer-sponsored healthcare business also showed revenue increases, offsetting declines in logistics and agency sales [25] Market Data and Key Metrics Changes - The company reported a significant increase in co-mail volumes by over 50%, enhancing carrier route density levels and achieving postal savings [57] - The postal service is expected to implement a mid-year rate increase of 6%-8%, which could impact marketing spend [80] Company Strategy and Development Direction - The company is focused on revenue diversification and has made targeted investments in artificial intelligence to drive efficiency and effectiveness in marketing solutions [4][19] - Quad aims to return to net sales growth by 2028, with a strategic emphasis on integrated marketing solutions and targeted print offerings [4][42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the operating environment, noting increased confidence among clients and a potential for reinvestment [75] - The company is closely monitoring inflationary pressures and postal rate increases, which could affect marketing spend [40] Other Important Information - The company increased its quarterly dividend by 33% to $0.10 per share, reflecting a commitment to shareholder returns [5][31] - A significant transition in the manufacturing network was announced, with the closure of a plant in Thomaston, Georgia, expected to be completed by early March [22] Q&A Session Summary Question: Insights on direct mail performance and future trends - Management clarified the distinction between direct mail as a product and the direct marketing agency, emphasizing the importance of personalized, data-driven approaches to enhance response rates [47][48] Question: Impact of postal rate increases on catalogs - Management noted that while catalogs have been responsive, the significant increases in postal rates have led to further declines in catalog usage, particularly in prospecting mailings [56] Question: Updates on In-Store Connect and future deployments - Management indicated that there has been an acceleration in conversations and opportunities regarding In-Store Connect, with plans for further rollouts [60] Question: Factors influencing 2026 sales and Adjusted EBITDA guidance - Management highlighted that postal impacts and the momentum in targeted print categories will influence the sales trend, with expectations for improved margins as the revenue mix evolves [66][67] Question: Capital allocation strategy moving forward - Management confirmed a balanced approach to capital allocation, focusing on shareholder returns, potential tuck-in acquisitions, and growth investments [68][69]

Fiverr (NYSE:FVRR) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsMali Greenstein - VP of Investor RelationsMicha Kaufman - Founder and CEOOfer Katz - President and CFOConference Call ParticipantsBernie McTernan - AnalystEric Sheridan - Equity Research AnalystMarvin Fong - Equity Research AnalystMatthew Condon - AnalystNat Schindler - Senior AnalystRohit Kulkarni - Equity Research AnalystRonald Josey - Equity Research AnalystNone - AnalystNone - AnalystNone - AnalystOperator``Please ...

Genco Shipping & Trading (NYSE:GNK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsJohn C. Wobensmith - Chairman and CEOPeter Allen - CFOConference Call ParticipantsChris Robertson - VP and Senior Equity Research AnalystLiam Burke - Managing Director and Senior Equity Research AnalystMichael Orr - Dry Bulk Market AnalystOmar Nokta - Managing Director and Lead Shipping AnalystSharif Al-Mograbi - Senior AnalystOperatorGood morning, ladies and gentlemen, and welcome to the Genco Shippi ...

Element Solutions (NYSE:ESI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBen Gliklich - CEOBhavesh Lodaya - US Chemicals Equity ResearchCarey Dorman - CFOFrank Mitsch - PresidentJosh Spector - Director of Equity ResearchVarun Gokarn - VP of Strategy and IntegrationConference Call ParticipantsAleksey Yefremov - Managing Director and Equity Research AnalystChris Parkinson - Managing Director and Senior Research AnalystDuffy Fischer - Chemicals Equity Research AnalystJohn Roberts - ...

The Vita Coco Company (NasdaqGS:COCO) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsCorey Baker - CFOJohn Mills - Managing PartnerMartin Roper - CEOMike Kirban - Executive ChairmanConference Call ParticipantsEric Des Lauriers - Senior Research AnalystJim Salera - Research AnalystLuke Maloney - Equity Research AnalystOperatorHello, and welcome to the Vita Coco Company's fourth quarter and full year 2025 earnings conference call. My name is Liz. I'll be coordinating your call today. ...

Perion Network (NasdaqGS:PERI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsElad Tzubery - CFOTal Jacobson - CEO and DirectorNone - Video NarratorConference Call ParticipantsAndrew Marok - AnalystEric Martinuzzi - Senior Research AnalystJason Kreyer - Senior Research AnalystJeff Martin - Co-Director of Research and Senior Research AnalystLaura Martin - Senior Entertainment and Internet AnalystSteve Orman - AnalystOperatorHello everybody, and Welcome to the Perion Network Q4 and Fu ...

Quad/Graphics (NYSE:QUAD) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsJoel Quadracci - Chairman and CEOJulie Currie - EVP and Chief Revenue OfficerTony Staniak - CFO and TreasurerConference Call ParticipantsBarton Crockett - Managing Director and Senior Research AnalystKevin Steinke - Equity Research AnalystOperatorA slide presentation accompanies today's webcast, and participants are invited to follow along, advancing the slides themselves. To access the webcast, follow the inst ...