NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsArjun Bhatia - Partner and Co-Group Head of the Technology, Media and Communications sectorBeth Gaspich - CFOJamie Reynolds - Research AssociateRyan Gilligan - CFASamad Samana - Managing DirectorScott Russell - CEOThomas Blakey - Managing DirectorConference Call ParticipantsKiley Peterson - AnalystMichael Funk - Stock AnalystPatrick Walravens - Director of Technology Research and Senior AnalystRishi Jaluria - Managi ...

SiriusPoint (NYSE:SPNT) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsJames McKinney - CFOLiam Blackledge - Investor Relations and Strategy ManagerMitchell Rubin - Equity Research AssociateScott Egan - CEOConference Call ParticipantsAndrew Andersen - Equity Research Analyst and Senior Vice PresidentMichael Phillips - Investment Banking AnalystOperatorGood morning, and welcome to the SiriusPoint fourth quarter 2025 earnings conference call. During today's presentation, all parties w ...

Laureate Education (NasdaqGS:LAUR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Morse - SVP of FinanceEduardo Resende - Equity ResearchEilif Serck-Hanssen - CEOJeff Silber - Managing DirectorLucas Nagano - Equity Research AssociateRick Buskirk - CFOConference Call ParticipantsMarcelo Santos - Senior Sell-side Equity Analyst of TMT and EducationOperatorGood day, and thank you for standing by. Welcome to the fiscal year 2025 Laureate Education, Inc. earnings conference call. At ...

Liberty Latin America (NasdaqGS:LILA) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBalan Nair - CEOChris Noyes - CFOMichael Rollins - Managing DirectorZoe Lawrenson - Senior Director of Strategy and Corporate DevelopmentConference Call ParticipantsChris Hoare - Equity Research AnalystMatthew Harrigan - Equity Research AnalystOperatorGood day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begi ...

Alight (NYSE:ALIT) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsGreg Giometti - Interim CFOKevin McVeigh - Managing DirectorPeter Christensen - DirectorRohit Verma - CEORoss Cole - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsPeter Heckmann - Managing Director and Senior Research AnalystScott Schoenhaus - Managing Director and Equity Research AnalystNoneGood morning, and welcome to Alight's fourth quarter and full year 2025 earnings conference ...

Navios Maritime Partners (NYSE:NMM) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAngeliki Frangou - Chairwoman and CEOErifili Tsironi - CFOStratos Desypris - COOVincent Vandewalle - Chief Trading OfficerConference Call ParticipantsKristoffer Skeie - Equity Research AnalystOperatorThank you for joining us for Navios Maritime Partners' Q4 2025 Earnings Conference Call. With us today from the company are Chairwoman and CEO, Ms. Angeliki Frangou, Chief Operating Officer, Mr. Stratos D ...

Okeanis Eco Tankers (NYSE:ECO) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAristidis Alafouzos - CEOIraklis Sbarounis - CFOLiam Dalton Burke - Managing DirectorConference Call ParticipantsCliment Molins - AnalystEven Kolsgaard - Equity AnalystFrederick Dibwat - AnalystOperatorWelcome 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 ...

UL Solutions (NYSE:ULS) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsJennifer Scanlon - CEORyan Robinson - CFOYijing Brentano - SVP of Investor RelationsConference Call ParticipantsAndrew Nicholas - Equity Research AnalystAndrew Steinerman - Equity Research AnalystAndy Wittmann - Managing Director and Senior Research AnalystArthur Truslove - Equity Research AnalystCurtis Nagle - Equity Research AnalystGeorge Tong - Senior Research AnalystJason Haas - Director, Senior Equity Resear ...

Avis Budget Group (NasdaqGS:CAR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAndrew Percoco - Executive DirectorBrian Choi - CEODaniel Cunha - EVP and CFODavid Calabria - SVP, Corporate Finance and TreasurerJosh Young - Vice PresidentStephanie Moore - Managing DirectorConference Call ParticipantsChristopher Stathoulopoulos - Senior Equity Research AnalystJohn Healy - Managing Director and Senior Research AnalystOperatorWelcome to the Avis Budget Group Q4 earnings call. At this ti ...

Financial Data and Key Metrics Changes - The company achieved record first-quarter sales of $669 million, a 9% increase from $615 million in the prior year, with 7% organic growth [5][8] - Adjusted operating profit rose 10% year-over-year to $166 million, while EBITDA increased by 8% to $203 million, maintaining an EBITDA margin of 30% [9][6] - Free cash flow was $123 million, with a cash flow conversion rate exceeding 100% of net income [7][17] Business Line Data and Key Metrics Changes - **Industrial Precision Solutions (IPS)**: Sales of $327 million, a 9% increase year-over-year, with organic sales up 3% [12] - **Medical and Fluid Solutions (MFS)**: Sales of $193 million, relatively flat compared to the prior year, with organic sales up 3% [13][14] - **Advanced Technology Solutions (ATS)**: Sales increased by 23% to $149 million, with a 21% organic sales increase driven by semiconductor applications [16] Market Data and Key Metrics Changes - Strong demand was noted in Asia across most end markets, particularly in the semiconductor space, contributing to overall organic growth [8][12] - The company reported a favorable currency translation impact of 4% on sales, although this was partially offset by a divestiture [8][9] Company Strategy and Development Direction - The company is focused on maintaining strong EBITDA margins while strategically deploying capital for growth and shareholder returns [18][19] - Investments in semiconductor applications are a key growth driver, with a focus on advanced packaging processes and quality control technologies [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about end market demand trends and noted that while market conditions have improved, vigilance is required for potential downturns [20][24] - The company increased its full-year sales guidance to a range of $2.86 billion to $2.98 billion, reflecting a 4.5% increase at the midpoint [24][25] Other Important Information - The company repurchased $82 million in shares and paid $46 million in dividends during the quarter [18] - The balance sheet remains strong, with a leverage ratio of 2.1 times, allowing for continued strategic capital deployment [17] Q&A Session Summary Question: Can you unpack the margin dynamics around systems and geographic mix? - Management indicated that the primary segment facing mix challenges was IPS, but there has been no fundamental change in the margin outlook [30][31] Question: Can you expand on the slow start in medical and the weather impact? - The weather-related impact was estimated at about 1%, with underlying demand remaining strong and a return to mid-single-digit growth expected [36][38] Question: What are the moving pieces in the ATS segment? - Strong momentum was noted in dispense businesses, with X-ray business starting to recover, and overall confidence in ATS segment growth [46][48] Question: How does FX impact margins across segments? - FX had a positive impact on IPS sales, but the incremental benefit was lower, contributing to performance challenges [79][83] Question: What end markets are expected to outperform base case estimates? - Potential upside is anticipated from further inflection in general industrial and automotive demand, as well as ongoing strength in ATS [92][90]