Clarivate (NYSE:CLVT) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsJonathan Collins - CFOMark Donohue - VP of Investor RelationsMatti Shem Tov - CEOScott Wurtzel - SVP of Equity ResearchShlomo Rosenbaum - Managing DirectorConference Call ParticipantsAndrew Nicholas - Research AnalystAshish Sabadra - Managing Director and Senior Equity AnalystGeorge Tong - Managing Director and Senior Equity AnalystManav Patnaik - Managing Director and Senior Equity AnalystToni Kaplan - Executive D ...

Addus HomeCare (NasdaqGS:ADUS) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker13Note, this event is being recorded. I would now like to turn the conference over to Drew Anderson. Please go ahead.Speaker7Thank you. Good morning, and welcome to the Addus HomeCare Corporation fourth quarter and 2025 earnings conference call. Today's call is being recorded. To the extent any non-GAAP financial measure is discussed in today's call, you will also find a reconciliation of that measure to the most direc ...

UFP Industries (NasdaqGS:UFPI) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker5Good day, and welcome to the UFP Industries 4th quarter and full year 2025 earnings conference call and webcast. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw you ...

Clarivate (NYSE:CLVT) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker7Thank you. I would now like to turn the call over to Mark Donohue, Vice President, Investor Relations. Please go ahead.Speaker5Thank you, good morning, everyone. Thank you for joining us for the Clarivate fourth quarter and full year 2025 earnings conference call. As a reminder, this conference call is being recorded and webcast and is copyrighted property of Clarivate. Any rebroadcast of this information in whole or in part w ...

Bancolombia (NYSE:CIB) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker8Good morning, ladies and gentlemen, and welcome to Grupo SURA, Bancolombia's 4th quarter 2025 earnings conference call. My name is Carrie, and I will be your operator for today's call. At this time, all participants are in a listen-only mode. Following the prepared remarks, there will be a question-and-answer session. During the question-and-answer session, if you have a question, please press Star, then 1 on your touch-tone ...

Financial Data and Key Metrics Changes - For the full year 2025, the company reported net sales of $701 million, exceeding the revised guidance range, and generated adjusted diluted earnings per share of $0.94 [4][11] - The adjusted EBITDA for the year was $87 million, with an adjusted gross margin of 54.6% and adjusted SG&A as a percentage of revenue of 42% [12][19] - For Q4 2025, net sales were approximately $181 million, with adjusted diluted earnings per share of $0.29 and adjusted EBITDA of $28 million [11][19] Business Line Data and Key Metrics Changes - The Specialty Nutrition Systems portfolio grew over 8% organically compared to the prior year, driven by strong demand in long-term and short-term enteral feeding products [6][15] - The Pain Management & Recovery portfolio saw normalized organic sales increase by 2.3%, with the radiofrequency ablation business posting double-digit organic growth [7][18] - The Game Ready portfolio experienced a slight decline year-over-year but maintained similar revenue levels throughout 2025 [9][18] Market Data and Key Metrics Changes - The Specialty Nutrition Systems segment's operating profit was 19%, down 100 basis points from the previous year due to unfavorable tariff impacts [17] - The Pain Management & Recovery segment's operating profit improved by 270 basis points to 4%, reflecting effective cost management despite tariff costs [18] - The hyaluronic acid injections and IV therapy product lines reported a decline of over 35% compared to the prior year due to the divestiture of the HA business [19] Company Strategy and Development Direction - The company is focused on five strategic imperatives: accelerating organic growth, managing tariff impacts, realizing operating efficiencies, improving or divesting underperforming assets, and acquiring synergistic businesses [10][23] - The company is executing a China exit strategy, aiming to have all syringe manufacturing operations out of China by June 2026 [12][21] - The integration of Nexus Medical into the neonatal portfolio is progressing well, with expectations for double-digit growth in 2026 [13][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position for continued growth in 2026, despite anticipated tariff impacts [20][23] - The company expects net sales in the range of $700 million to $720 million for 2026, with mid to high single-digit growth in the Specialty Nutrition Systems segment [21] - Management highlighted the importance of ongoing tariff mitigation strategies and the expected improvement in gross margins in the second half of 2026 [20][34] Other Important Information - The company generated $43 million of free cash flow for the full year, higher than anticipated due to timing of one-time cash charges [19][20] - Capital expenditures for 2026 are expected to be around $25 million, slightly lower than 2025, to support the accelerated China exit plan [22] Q&A Session Summary Question: Insights on tariffs and 2026 outlook - Management estimated a $30 million impact from tariffs in 2026, with a significant portion related to China [27][29] - The company is confident in exiting China by June and delivering products from Mexico and Cambodia [28][30] Question: Revenue guidance and organic growth rates - The consolidated organic growth rate is expected to be around 5%, with mid to high single digits for Specialty Nutrition Systems and low to mid single digits for Pain Management & Recovery [36][37] Question: Operating leverage and cost-saving initiatives - Management expressed high confidence in continuing to drive efficiency in 2026, with a focus on both R&D and SG&A [38][39] - Cost containment measures are expected to offset additional tariff expenses and support earnings expansion [41] Question: Specialty Nutrition performance and Nexus acquisition - Demand for the Specialty Nutrition Systems portfolio remains high, with Nexus performing better than expected and contributing to growth [42][44]

The Home Depot (NYSE:HD) Q4 2026 Earnings call February 24, 2026 09:00 AM ET Speaker4Greetings, and welcome to The Home Depot 4th quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Is ...

Financial Data and Key Metrics Changes - The company reported a solid top-line growth of 7% in Q4 2025, with net revenue totaling $36.2 million, an increase of $2.4 million from the prior year [4][10] - Adjusted EBITDA expanded by 24% to $31.5 million for the full year, with a margin of 21.9%, up from 18.8% in 2024 [4][14] - Operating cash flow for 2025 was over $24.4 million, a 19% increase from 2024 [18] Business Line Data and Key Metrics Changes - Patient Services net revenue increased by $1.1 million, or 5.4%, driven by increased treatment volumes in Oncology and Wound Care [10] - Oncology net revenue rose by approximately $500,000, or 2.8%, while Wound Care treatment volume revenue grew by nearly $900,000, representing an increase of over 160% [11] - Device Solutions net revenue increased by $1.3 million, or 9.7%, primarily due to higher sales of medical equipment and increased revenue in Biomedical Services [11] Market Data and Key Metrics Changes - The company expects annual revenue growth in a range of 6%-8% for 2026, adjusted for the GE HealthCare contract restructuring [9][15] - The restructuring of the largest Biomedical Services contract will result in a reduced revenue volume of $7.1 million or 5.5% annually, but is expected to favorably impact reporting, earnings, and cash flow [8][49] Company Strategy and Development Direction - The company is focused on executing strategic priorities to deliver profitable growth and drive long-term value creation for shareholders [21] - Key initiatives include the migration of the Wound Care business to a new revenue cycle application and the introduction of new home healthcare DME products [5][6] - The company plans to complete the upgrade of its main information technology business application in Q1 2026, which is expected to enhance productivity and reduce costs [7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities in Wound Care and Oncology, particularly with the recent product launches [6][29] - The company anticipates that the Adjusted EBITDA margin will remain in the mid to low 20% range, despite potential headwinds from healthcare costs and inflation [26] - Management highlighted the importance of operational efficiency and profitable revenue growth as key drivers for future performance [14][15] Other Important Information - The company returned capital to shareholders through a share repurchase program, retiring 137,000 shares in Q4 and 1.3 million shares for the full year [5] - Net debt decreased by 30% year-over-year, with available liquidity totaling nearly $58 million as of December 31, 2025 [18][20] Q&A Session Summary Question: Growth rates within each segment - Management indicated that growth is expected to primarily come from Patient Services, particularly Wound Care, while Device Solutions will also see growth despite some revenue reduction due to contract restructuring [23][24] Question: Adjusted EBITDA margin guidance - Management confirmed that margins are expected to remain at higher levels, with some headwinds from healthcare costs, but overall, they are optimistic about maintaining margins [25][26] Question: Revenue cycle application impact - The new revenue cycle system is expected to enhance volume and productivity, with a focus on ramping up the Oncology business in the second half of the year [28][29] Question: ERP project completion and cost savings - The remaining spend for the ERP project is expected to be higher in Q1 but will taper down, with anticipated annual savings of about $2 million once fully implemented [33][34] Question: Updates on Chemo Mouthpiece billing code - Management is in regular contact regarding the approval process but has no new updates on the status [38][39] Question: Expense reductions from GE contract restructuring - The restructuring is expected to lead to greater expense reductions than revenue losses, primarily reflected in gross margin [49]

Enviri (NYSE:NVRI) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker4Also, this telephone conference presentation and accompanying webcast made on behalf of Enviri Corporation are subject to copyright by Enviri Corporation, and all rights are reserved. No recordings or redistributions of this telephone conference by any other party are permitted without the express written consent of Enviri Corporation. Your participation indicates your agreement. I would now like to introduce Dave Martin of Envir ...

NRG Energy (NYSE:NRG) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker12Please be advised that today's conference is being recorded. I would now like to hand the call over to your first speaker today, Brendan Mulhern, Head of Investor Relations. Please go ahead.Speaker3Thank you. Good morning, welcome to NRG Energy's fourth quarter and full year 2025 earnings call. This morning's call is being broadcast live over the phone and via webcast. The webcast presentation and earnings release can be loca ...