Hillman Solutions (NasdaqGM:HLMN) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker5Good morning, and welcome to the fourth quarter and full year 2025 results and 2026 guidance presentation for Hillman Solutions Corp. My name is Liz, and I'll be your conference call operator today. Before we begin, I'd like to remind our listeners that today's presentation is being recorded and simultaneously webcast. The company's earnings release and earnings presentation were issued this morning. These document ...

eToro Group (NasdaqGS:ETOR) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker5Hi, my name is Daniel Amir, Head of Investor Relations. This webcast is being recorded and will be available for replay in the investor section of eToro's website. Our earnings press release, investor presentation, and January monthly spreadsheet is now available on our website at investors.etoro.com. Today, I'm joined by Yoni Assia, our CEO, and by Meron Shani, our CFO. Following the prepared remarks, we will conduct a ...

CEVA (NasdaqGS:CEVA) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker3Please note this event is being recorded. I would now like to turn the conference over to Richard Kingston, Vice President of Market Intelligence and Investor Relations. Please go ahead.Speaker4Thank you, Betsy. Good morning, everyone, and welcome to CEVA's fourth quarter and full year 2025 earnings conference call. Joining me today on the call are Amir Panush, Chief Executive Officer, and Yaniv Arieli, Chief Financial Officer ...

Neuroone Medical Technologies (NasdaqCM:NMTC) Q1 2026 Earnings call February 17, 2026 08:30 AM ET Speaker3Good day, ladies and gentlemen, and welcome to the first quarter fiscal 2026 financial results conference call for NeuroOne Medical Technologies Corporation. Today's call will be conducted by the company's Chief Executive Officer, Dave Rosa, and Ron McClurg, the company's Chief Financial Officer. Before I turn the call over to Mr. Rosa, I'd like to remind you that this conference call will include forwa ...

February 17, 2026 Agenda Welcome Yisca Erez: Director, Investor Relations Vision & Strategy Roy Zisapel: President & CEO Growth Plan Connie Stack: Chief Growth Officer Innovation & Offering David Aviv: CTO 10-MINUTE BREAK GTM Strategy Investor Day This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Any statements made herein that are not statements of historical fact, including statements about Radware's plans, outlook, beliefs, ...

Krystal Biotech (NasdaqGS:KRYS) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker7Thank you for standing by, and welcome to the Krystal Biotech Q4 2025 conference call. At this time, all participants are on a listen-only mode. After the speaker's presentations, there will be a question-and-answer session. As a reminder, today's conference is being recorded. I would now like to hand the conference over to your host, Stéphane Paquette, Vice President of Corporate Development.Speaker10Good morning, a ...

Orion S.A. (NYSE:OEC) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker7Greetings. Welcome to the Orion S.A. fourth quarter 2025 earnings conference call. At this time, all participants will be in listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero from your telephone keypad. Please note, this conference is being recorded. I'll now hand the conference over to Chris Kapsch, Vi ...

Financial Data and Key Metrics Changes - Revenue in Q4 2025 was $82.3 million, down 23% from $106.9 million in Q4 2024 [10] - Non-GAAP EPS for Q4 was $0.02, compared to $0.09 in Q4 2024 [13] - Full year revenue for 2025 was $338.7 million, a decline of 14.1% from $394.2 million in 2024 [14] - Non-GAAP net income for 2025 was $8.2 million, or $0.09 per diluted share, down from $36.4 million, or $0.41 per diluted share in 2024 [15] - Cash position at the end of 2025 was $38.4 million, compared to $35.3 million at the end of 2024, with a net cash position of $19.4 million, up from $10.1 million at the end of 2024 [15][16] Business Line Data and Key Metrics Changes - Strongest regions in Q4 2025 were North America and India, generating $32.3 million and $24.7 million in revenue, respectively [10] - Non-GAAP gross profit for Q4 was $28.2 million, a decrease of 23.2% compared to $36.7 million in Q4 2024, with a non-GAAP gross margin of 34.3% [11] Market Data and Key Metrics Changes - The company expects 2026 revenue to be between $355 million and $385 million, based on backlog advancement in North America and a baseline of $100 million in annualized revenue from India [7][18] - Early activity in 2026 supports confidence in continued progress on revenue cadence, margins, and cash generation [9] Company Strategy and Development Direction - The company plans to launch four new products in 2026, with some expected to generate initial revenue this year [5] - Focus remains on execution, differentiation, and conversion, prioritizing opportunities with clear customer demand [6] - The company aims to improve non-GAAP gross margin by approximately 1 percentage point at the midpoint of the revenue range through improved revenue mix and cost reduction initiatives [18] Management's Comments on Operating Environment and Future Outlook - Management sees steady traction across markets, with customer engagement and initial orders reflecting positive trends [19] - The outlook for 2026 remains intact, with early activity in the year reinforcing confidence in demand [5][9] - Management is closely monitoring foreign exchange fluctuations and has a hedging policy in place [27] Other Important Information - The company reported positive free cash flow in excess of $7 million for Q4 2025 [10] - Inventory at the end of 2025 was $61.6 million, up slightly from $59.7 million at the end of 2024 [16] Q&A Session Summary Question: What would be needed to hit the high end of your 2026 guidance? - Management indicated that a combination of stronger performance in North America and India, along with recovery in other regions, could help reach the high end of the guidance [21][22] Question: Can you talk about dollar to shekel issues and how you are handling that? - Management stated they are monitoring foreign exchange and have a hedging policy in place, noting that a 1% change could impact operating margin by 0.1% [25][27] Question: How do you see the balance of the first half versus the second half of 2026? - Management expects the second half of the year to be stronger than the first, despite typical seasonality affecting Q1 revenue [28] Question: Can you comment on the level of activity in the Asia-Pacific region for private networks? - Management noted multiple opportunities in private networks across all regions, with significant potential in APAC, particularly in mining and energy sectors [31] Question: Can you provide an update on your major Tier 1 customer in North America? - Management reported that the customer continues to invest in their network, with opportunities for new use cases around network resiliency [38] Question: How are you addressing supply chain and memory costs? - Management indicated that the issue is primarily price-related rather than supply-related, and they are working on building second and third sources for memory components [41]

Herc (NYSE:HRI) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker8I'd now like to turn the conference over to Leslie Hunziker, Head of Investor Relations. You may begin.Speaker4Thank you, operator, and good morning, everyone. Today, we're reviewing our fourth quarter and full year 2025 results, with comments on operations and our financials, including our view of the industry and our strategic outlook. The prepared remarks will be followed by an open Q&A. Let me remind you that today's call includ ...

NeoGenomics (NasdaqCM:NEO) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker11Good morning, and welcome to the NeoGenomics fourth quarter and full year 2025 financial results call. Please be advised that today's conference is being recorded. I will now turn the call over to Kendra Webster with NeoGenomics. The floor is yours.Speaker8Thank you, Kelly, and good morning, everyone. Welcome to the NeoGenomics fourth quarter and full year 2025 financial results call. With me today to discuss the results ...