Choice Hotels International (NYSE:CHH) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker6Ladies and gentlemen, thank you for standing by. Welcome to Choice Hotels International's fourth quarter and full year 2025 earnings call. At this time, all participants are in listen-only mode. Following the prepared remarks, we will open the line for questions. I will now turn the call over to Allie Summers, Senior Director of Investor Relations.Speaker0Good morning, and thank you for joining us. Before we b ...

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 ParticipantsKylie Peterson - AnalystMichael Funk - Stock AnalystPatrick Walravens - Director of Technology Research and Senior AnalystRishi Jaluria - Managi ...

Financial Data and Key Metrics Changes - Mativ's full year 2025 net sales were just under $2 billion, up 2.5% organically and modestly on a reported basis compared to the prior year [18] - Adjusted EBITDA for 2025 was $225 million, up 3% year-over-year, with Q4 Adjusted EBITDA increasing 19% to $53.5 million [19][24] - Free Cash Flow reached a record $94 million in 2025, more than doubling the previous year's result [10][24] Business Line Data and Key Metrics Changes - Filtration and Advanced Materials (FAM) segment net sales were up over 5% year-over-year, with adjusted EBITDA increasing by 26% [20][12] - Sustainable & Adhesive Solutions (SAS) segment sales were largely flat year-over-year on an organic basis, with adjusted EBITDA increasing by more than 8% [21][22] Market Data and Key Metrics Changes - The company faced an anemic demand environment in certain industrial sectors, particularly in Europe, impacting the SAS segment [4][12] - Despite challenges, the FAM segment showed resilience with growth in transportation and industrial filtration [36] Company Strategy and Development Direction - Mativ's strategy focuses on three pillars: enhancing commercial excellence, strengthening the balance sheet, and optimizing the portfolio [7][10] - The company aims to leverage AI as a foundational enterprise capability to drive productivity and operational improvements [16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by geopolitical instability and dynamic trade movements but expressed confidence in Mativ's ability to navigate these complexities [13][15] - The outlook for 2026 includes expectations for continued cost-saving initiatives and a focus on profitable growth [29][30] Other Important Information - The company reduced net debt by over $60 million in 2025, with a target leverage range of 2.5-3.5 times [24][29] - Mativ plans to invest $45 million in capital expenditures in 2026, split between growth and efficiency projects [26] Q&A Session Summary Question: Details on headwinds within SAS and potential catalysts for improvement - Management noted weakness in automotive labels and industrial tapes, but expressed optimism for growth in release liners and other categories in 2026 [35][36] Question: Sustainability of momentum in FAM - Management highlighted ongoing investments and improvements in the FAM segment, expecting continued growth despite market challenges [36][37] Question: Cadence of free cash flow in 2026 - Management anticipates a small decline in free cash flow from 2025's record levels, primarily due to funding growth initiatives [38][39] Question: Guidance for Q1 and market conditions - Management expects low single-digit volume growth in Q1, with EBITDA growth of 15%-20% driven by operational improvements [46][52] Question: Commercial pipeline and performance relative to the market - Management emphasized a focused approach to the commercial pipeline, with strong customer collaboration and optimism for performance in both SAS and FAM segments [56]

Klarna Group (NYSE:KLAR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsDarrin Peller - Managing DirectorFilippa Bolz - Head of CommunicationsHarry Bartlett - VP of Equity ResearchJames Faucette - Managing DirectorNiclas Neglén - CFOSebastian Siemiatkowski - CEOTimothy Chiodo - Managing DirectorWill Nance - VP of Equity ResearchConference Call ParticipantsHarshita Rawat - Senior Research AnalystJason Kupferberg - Senior Equity Research AnalystMihir Bhatia - Director and Senior Equit ...

Talkspace (NasdaqCM:TALK) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsIan Harris - CFOJon Cohen - CEOConference Call ParticipantsBobby Brooks - VP and Senior Equity Research AnalystCharles Rhyee - Managing Director and Senior Equity Research AnalystPeter Warendorf - Equity Research AnalystRichard Close - Managing Director and Senior Equity Research AnalystRyan MacDonald - Managing Director and Senior Equity Research AnalystSteve Dechert - Equity Research AnalystSteven Valiquette ...

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 ...

Materialise (NasdaqGS:MTLS) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBrigitte de Vet-Veithen - CEOHarriet Fried - Investor RelationsKoen Berges - CFOTroy Jensen - Managing DirectorOperatorHello, and thank you for standing by. Welcome to Materialise Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask the question during the session, ...

Alight (NYSE:ALIT) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsGreg Giometti - Interim CFOKevin McVeigh - Managing DirectorPeter Christiansen - 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 ...

Gladstone Commercial (NasdaqGS:GOOD) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBuzz Cooper - PresidentCatherine Gerkis - Director of Investor RelationsCraig Kucera - Managing Director of Equity ResearchDave Storms - Director of ResearchDavid Gladstone - Chairman and CEOGary Gerson - CFO and Assistant TreasurerConference Call ParticipantsJohn Massocca - Senior Research AnalystOperatorGreetings, and welcome to Gladstone Commercial Corporation Year-end and Fourth Quarter Earnings ...

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 ...