Similarweb (NYSE:SMWB) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAdam Hotchkiss - Vice President of Emerging Software Equity ResearchArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsKincaid LaCorte - Equity Research AssociateMaoz Lakovski - Chief Business OfficerOr Offer - CEO and Co-FounderRaimo Lenschow - Managing DirectorRami Myerson - VP of Investor RelationsRan Vered - CFOConference Call ParticipantsKen Wong - Managing Director and Senior AnalystLuke Ho ...

OPENLANE (NYSE:KAR) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBill Wright - VP of Investor RelationsBob Labick - PresidentBrad Herring - EVP and CFOJeff Lick - Managing DirectorPeter Kelly - CEOConference Call ParticipantsCraig Kennison - Senior Research AnalystGary Prestopino - Managing Director and Senior Equity Research AnalystJohn Babcock - Stock AnalystRajat Gupta - Research AnalystOperatorPlease note this event is being recorded. I would now like to turn the conference ov ...

PROG (NYSE:PRG) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAlessandra Jimenez - Senior Equity Research AssociateBrad Thomas - Associate Director of ResearchBrian Garner - CFOHarold Goetsch - Senior Managing Director and Head of Fintech and FinancialsHoang Nguyen - Equity ResearchJohn Baugh - VP of Investor RelationsKyle Joseph - Managing DirectorSteve Michaels - President and CEOConference Call ParticipantsAnthony Chukumba - Managing Director and Senior Research AnalystEunice Ah ...

Financial Data and Key Metrics Changes - The company generated a net income of approximately $73 million for the fourth quarter and about $370 million for the entire year, with liquidity standing at $590 million [3][4] - Adjusted net income for 2025 was around $376 million or $3.12 per share, while adjusted net income for the quarter was about $72 million or $0.60 per share [4][5] Business Line Data and Key Metrics Changes - The company has forward-chartered 12 vessels with a TEU weighted average duration of six years, resulting in incremental contracted revenues of approximately $940 million [3][5] - Fleet deployment is currently at 96% for 2026 and 92% for 2027, with total contracted revenues reaching $3.4 billion and a remaining time charter duration of 4.5 years [3][5] Market Data and Key Metrics Changes - The charter market remains strong with an idle fleet of less than 1%, indicating high demand for tonnage and limited supply of vessels available for charter [4][6] - Charter rates in the container market are at robust levels, with the added fleet remaining at very low levels of 0.5% [6] Company Strategy and Development Direction - The company is focused on securing long-term cash flows from high-quality counterparties in a healthy market environment [3] - Investments in Neptune Maritime Leasing have exceeded $665 million, with 54 shipping assets funded or in commitment status [4][6] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's low leverage and prudent debt repayment strategy, indicating no immediate need for early debt prepayment [11] - The management emphasized that deferred revenues are primarily an accounting treatment and should not be a concern, focusing instead on cash revenue [12][16] Other Important Information - The company has agreed to pre- and post-delivery financing for six newbuild vessels and has refinanced two container ships at a lower funding cost [5][6] - The company maintains a long, uninterrupted dividend track record [6] Q&A Session Summary Question: Regarding debt repayment and investment expectations - Management indicated that the company has low leverage and does not foresee the need to prepay debt earlier than the original maturity, although some refinancing may occur [11] Question: Amortization of deferred revenues - Management clarified that the increase in deferred revenues is mainly an accounting treatment related to charter hire fluctuations and should not be a concern, as cash revenue is the focus [12][16]

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 - ...

HF Sinclair (NYSE:DINO) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAtanas Atanasov - CFOCraig Biery - VP of Investor RelationsDoug Leggate - Senior Managing DirectorFranklin Myers - Interim CEOJason Gabelman - Energy Equity Research Managing DirectorManav Gupta - Executive DirectorMatt Joyce - SVP of Lubricants and SpecialtiesMatthew Blair - Managing DirectorPaul Cheng - Managing DirectorPhillip Jungwirth - Managing DirectorSteve Ledbetter - EVP of CommercialValerie Pompa - EVP ...

IAMGOLD (NYSE:IAG) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAnita Soni - Anita SoniBruno Lemelin - COOGraeme Jennings - VP of Investor RelationsMaarten Theunissen - CFORenaud Adams - President and CEOSatish Kasinathan - Vice PresidentConference Call ParticipantsMohamed Sidibé - Equity Research AnalystTanya Jakusconek - Equity Research AnalystOperatorAt this time, I would like to turn the conference call over to Graeme Jennings, Investor Relations for IAMGOLD. Please go ahead, ...

Travel + Leisure (NYSE:TNL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAndrew Burns - VP of Investor RelationsErik Hoag - CFOMichael Brown - President and CEOStephen Grambling - Managing Director and Head of U.S. Gaming, Lodging and Leisure ResearchConference Call ParticipantsBen Chaiken - Managing Director and Senior Equity AnalystBrandt Montour - Director and Equity Research AnalystChris Woronka - Director and Senior Equity AnalystDavid Katz - Managing Director and Equity Rese ...

MKS (NasdaqGS:MKSI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDavid Lu - Senior Research AssociateJohn Lee - President and CEOMelissa Weathers - Equity Research AssociateMichael Mani - Equity Research AssociateParetosh Misra - VP of Investor RelationsRam Mayampurath - EVP and CFOConference Call ParticipantsJames Schneider - Senior Equity AnalystJim Ricchiuti - AnalystJoe Quatrochi - Director and Equity Research AnalystPeter Peng - Equity Research AnalystShane Brett - Equity Res ...

Verisk Analytics (NasdaqGS:VRSK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsElizabeth Mann - CFOFaiza Alwy - Managing Director of U.S. Company ResearchGregory Peters - Managing DirectorLee Shavel - President and CEOScott Wurtzel - Director Equity ResearchStacey Brodbar - Head of Investor RelationsNone - Company RepresentativeConference Call ParticipantsAndrew Nicholas - VP and Senior Equity Research AnalystDavid Paige - Equity Research AnalystGeorge Tong - Managing Director and ...