LegalZoom.com (NasdaqGS:LZ) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsJeffrey Stibel - ChairmanLucas Cerisola - Software Equity Research AssociateMadeleine Crane - Head of Investor RelationsNoel Watson - COO and CFOConference Call ParticipantsEleanor Smith - Equity Research AnalystJohn Byun - Equity Research AnalystKishan Patel - Equity Research AnalystMatt Condon - Equity Research AnalystMichael McGovern - Equity Research AnalystPatrick McIlwee - Equity Research AnalystRon Jos ...

iRhythm Technologies (NasdaqGS:IRTC) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllen Gong - VPDan Wilson - CFODavid Roman - Managing DirectorDavid Saxon - Managing DirectorJoanne Wuensch - Managing DirectorNathan Treybeck - Equity Research Vice PresidentQuentin Blackford - President and CEORichard Newitter - Managing DirectorStephanie Piazzola - VP of Equity Research Medical TechnologyStephanie Zhadkevich - Senior Director of Investor RelationsSuraj Kalia - Managing DirectorVij ...

Financial Data and Key Metrics Changes - IDACORP's diluted earnings per share (EPS) increased to $5.90 in 2025 from $5.50 in 2024, marking the 18th consecutive year of EPS growth [4] - The company ended 15 cents per share above the midpoint of its original EPS guidance for 2025, which included approximately $40 million in additional tax credit amortization [4] - The full-year 2026 earnings guidance is estimated to be in the range of $6.25-$6.45, reflecting an expected EPS growth rate of 8% over 2025 [34][35] Business Line Data and Key Metrics Changes - Idaho Power's customer base grew by 2.3% in 2025, with residential customers increasing by 2.5%, totaling over 660,000 metered customers [8] - The company achieved record energy sales to retail customers and maintained high reliability scores [6][8] - Operating income was positively impacted by a January rate increase and customer growth, contributing approximately $75 million [20] Market Data and Key Metrics Changes - The company is experiencing robust growth across its service area, outperforming national trends, driven by significant industrial projects such as Micron's semiconductor facility and Meta's data center [8][9] - The inquiries from prospective large customers are diverse, including data centers and manufacturing, indicating strong demand in the region [41] Company Strategy and Development Direction - IDACORP is focused on maintaining affordability for customers while managing significant capital expenditures, with a forecast of $1.4 billion in average annual CapEx from 2026 to 2030 [24][26] - The company is actively working on major infrastructure projects, including the B2H transmission project and the Swift North Transmission Project, to support future growth [13][15] - A definitive agreement has been made to sell its Oregon distribution assets, allowing the company to concentrate on rapidly growing Idaho communities [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong cash flows and the potential for large load revenues to support growth without necessitating immediate rate cases [32][35] - The company is monitoring hydropower conditions closely, with current forecasts indicating normal levels, which is crucial for operational planning [78] Other Important Information - The company plans to file requests for Certificates of Public Convenience and Necessity (CPCNs) for new resources in the near term, including a natural gas plant [17] - The anticipated completion of the Oregon asset sale is subject to regulatory approvals, which could take up to 10 months [19] Q&A Session Summary Question: Update on customer and load pipeline - Management noted strong inquiries from diverse industries, including data centers and manufacturing, with many customers moving beyond initial inquiries to construction studies [40][41][42] Question: Equity needs and funding split for incremental CapEx - The company indicated that incremental CapEx would likely be financed on a 50/50 debt-equity basis, with large load customers potentially impacting cash flow needs [44][46][47] Question: Size of investment opportunity for Micron Fab 2 - Management is currently working with Micron to determine the size of the investment opportunity and will provide updates as more information becomes available [52][53] Question: FFO to debt ratio and credit rating outlook - The company reported an FFO to debt ratio of approximately 14.3% at the end of 2025, with expectations for improvement due to large load revenues and a strong balance sheet [55][57] Question: Standardized large load tariff - Management stated that there are no current plans for a standardized large load tariff, as each customer has unique needs that are addressed through tailored contracts [66][67] Question: Hydropower conditions and drought impact - Management expressed optimism about hydropower generation, noting that while there have been fluctuations, current conditions are normal and supportive of operational needs [78][79]

ICU Medical (NasdaqGS:ICUI) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsBrian Bonnell - CFOJayson Bedford - Managing Director of Medical TechnologyJohn Mills - Managing PartnerLarry Solow - PartnerVivek Jain - CEO and ChairmanConference Call ParticipantsBrett Fishbin - VP and Senior Equity Research AnalystJason Bednar - Senior Research AnalystMike Matson - Senior AnalystOperatorGood day, and welcome to the ICU Medical, Inc., fourth quarter 2025 earnings conference call. All parti ...

iRhythm Technologies (NasdaqGS:IRTC) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllen Gong - VPDan Wilson - CFODavid Roman - Managing DirectorDavid Saxon - Managing DirectorJoanne Wuensch - Managing DirectorNathan Treybeck - Equity Research Vice PresidentQuentin Blackford - President and CEORichard Newitter - Managing DirectorStephanie Piazzola - VP of Equity Research Medical TechnologyStephanie Zhadkevich - Senior Director of Investor RelationsSuraj Kalia - Managing DirectorVij ...

PTC Therapeutics (NasdaqGS:PTCT) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsEllen Cavaleri - Head of Investor RelationsEric Pauwels - Chief Business OfficerJarwei Fang - VP of Large-Cap Biotechnology and Pharma Equity ResearchJoe Heidt - Equity Research AssociateMatthew Klein - CEOPierre Gravier - CFOTazeen Ahmad - Managing DirectorConference Call ParticipantsBen Burnett - Executive Director and Senior Equity AnalystBrian Cheng - Executive Director and Senior Biotech AnalystElli ...

AXT (NasdaqGS:AXTI) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsGary Fischer - CFOLeslie Green - Investor RelationsMorris Young - CEOTim Bettles - VP of Business DevelopmentConference Call ParticipantsMatt Bryson - AnalystRichard Shannon - AnalystTim Savageaux - AnalystOperatorGood afternoon, everyone, and welcome to AXT's Q4 2025 financial conference call. Leading the call today is Dr. Morris Young, Chief Executive Officer, and Gary Fischer, Chief Financial Officer. In addition, ...

Alarm.com (NasdaqGS:ALRM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAdam Hotchkiss - VP of Emerging Software and Equity ResearchAdam Tindle - Managing DirectorKevin Bradley - CFOMatthew Zartman - Vice President of Investor RelationsSaket Kalia - Managing DirectorSteve Trundle - CEOConference Call ParticipantsJack Vander Aarde - SVP and Senior Research Analyst of TMT, Gaming and EntertainmentSteven Sheldon - Research Analyst for Technology, Media, and CommunicationsNone - Analys ...

Travere Therapeutics (NasdaqGM:TVTX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker3Good afternoon, and welcome to the Travere Therapeutics fourth quarter and full year 2025 financial results conference call. Today's call is being recorded. At this time, I would like to turn the conference call over to Nivi Nehra, Vice President, Corporate Communications and Investor Relations. Please go ahead, Nivi.Speaker4Thank you, operator. Good afternoon, and welcome to Travere Therapeutics' fourth quarter ...

PTC Therapeutics (NasdaqGS:PTCT) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker12Ladies and gentlemen, thank you for standing by. Welcome to PTC Therapeutics' fourth quarter and full year 2025 earnings conference call. All participants are in a listen-only mode. After the presentation, there will be a question-and-answer session. Today's conference is being recorded. I would now like to turn the conference over to Ellen Cavaleri, Head of Investor Relations. Please, please go ahead.Speaker2Good ...