Pentair (NYSE:PNR) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsBob Fishman - CFOJohn Stauch - CEONick Brazis - CFOSaree Boroditsky - Senior Vice PresidentShelly Hubbard - VP of Investor RelationsConference Call ParticipantsAndrew Krill - Vice President and Research AnalystAndy Kaplowitz - Managing Director and Senior Research AnalystBrett Linzey - Managing Director and Senior Equity Research AnalystBrian Lee - Managing Director and Senior Clean Energy AnalystDeane Dray - Managing ...

Pentair (NYSE:PNR) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsBob Fishman - CFOJohn Stauch - CEONick Brazis - CFOSaree Boroditsky - Senior Vice PresidentShelly Hubbard - VP of Investor RelationsConference Call ParticipantsAndrew Krill - Vice President and Research AnalystAndy Kaplowitz - Managing Director and Senior Research AnalystBrett Linzey - Managing Director and Senior Equity Research AnalystBrian Lee - Managing Director and Senior Clean Energy AnalystDeane Dray - Managing ...

Merck & Co (NYSE:MRK) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsCaroline Litchfield - CFODean Li - President of Research LaboratoriesEvan Seigerman - Managing Director and Head of Healthcare ResearchPeter Dannenbaum - SVP of Investor RelationsRob Davis - Chairman and CEOUmer Raffat - Senior Managing Director and Head of Large Cap Therapeutics ResearchConference Call ParticipantsAkash Tewari - Managing Director and Senior Equity Research AnalystAlex Hammond - Senior Biopharma Eq ...

Ingredion (NYSE:INGR) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsBenjamin Theurer - Managing Director and Head of Latin America Equity ResearchHeather Jones - Founder and PrincipalJames D. Gray - EVP and CFOJames P. Zallie - President and CEONoah Weiss - VP of Investor RelationsPooran Sharma - Managing Director of Equity ResearchConference Call ParticipantsBenjamin Mayhew - Vice President and AnalystJosh Spector - Executive Director and Senior Equity AnalystKristen Owen - Managi ...

Patria Investments (NasdaqGS:PAX) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsAlexandre Saigh - CEOAna Russo - CFOAndre Medina - Head of Investor RelationsCraig Siegenthaler - Managing DirectorLindsey Shemma - Equity Research AssociateMarco D'Ippolito - Managing Partner and Chief Strategy and Corporate Development OfficerRicardo Buchpiguel - quity Research DirectorConference Call ParticipantsCarlos Gomez-Lopez - Equity Research AnalystFernanda Sayão - Equity Research AnalystNicol ...

Patria Investments (NasdaqGS:PAX) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsAlexandre Saigh - CEOAna Russo - CFOAndre Medina - Head of Investor RelationsCraig Siegenthaler - Managing DirectorLindsey Shemma - Equity Research AssociateMarco D'Ippolito - Managing Partner and Chief Strategy and Corporate Development OfficerRicardo Buchpiguel - Equity Reseach DirectorConference Call ParticipantsCarlos Gomez-Lopez - Equity Research AnalystFernanda Sayão - Equity Research AnalystNicol ...

Two Harbors Investment (NYSE:TWO) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsBill Greenberg - CEOBose George - Managing DirectorDoug Harter - Equity ResearchEric Hagan - Managing DirectorHarsh Hemnani - Managing DirectorMaggie Karr - Head of Investor RelationsNick Letica - CIORick Shane - Executive Director Relationship ExecutiveTrevor Cranston - Managing DirectorWilliam Dellal - CFOOperatorGood morning. My name is Ruth, and I will be your conference facilitator. At this time, I ...

Financial Data and Key Metrics Changes - Revenues decreased by 5% to $426 million compared to Q3 2025 [9] - Adjusted diluted EPS was $0.04 in the fourth quarter, with adjustments totaling $0.06 related to wireline cables and acquisition-related costs [11] - Adjusted EBITDA was $55.1 million, down from $67.8 million, with an adjusted EBITDA margin decreasing by 230 basis points to 12.9% [12] Business Line Data and Key Metrics Changes - Technical services, representing 95% of total revenues, decreased by 4% [9] - Pressure pumping revenues accounted for 27.6%, wireline for 24.1%, downhole tools for 22.4%, coiled tubing for 9.7%, cementing for 5.9%, and rental tools for 3.4% [9] - Cudd Pressure Control revenues increased by 1% sequentially, with snubbing up 13% [6] Market Data and Key Metrics Changes - The Western MidCon region was flat sequentially, while weakness was noted in the International and Rocky Mountain regions [4] - Growth was observed in the Southeast and Northeast regions [3] Company Strategy and Development Direction - The company aims to leverage its strong balance sheet and maximize long-term shareholder returns while focusing on less capital-intensive service lines [8] - There is a strategic focus on organic growth, investment in new technologies, and M&A within existing markets [14] Management's Comments on Operating Environment and Future Outlook - The management noted that 2025 was challenging, with year-end oil prices at their lowest since COVID, but recent improvements in oil and gas prices are encouraging [14] - The company is cautious about the impact of weather on early 2026 operations, particularly in the Permian and MidCon regions [21] Other Important Information - The decision to expense wireline cables instead of capitalizing them was made due to changes in work type and increased activity [10][51] - Capital expenditures for 2026 are expected to be in the range of $150 million to $180 million, with adjustments based on activity levels [13] Q&A Session Summary Question: Impact of weather on Q1 performance - Management acknowledged the uncertainty due to weather impacts but noted that the situation is not insignificant [21] Question: Competitors moving equipment overseas - Management indicated that some competitors are reorganizing, which may reduce competition in certain service lines [24] Question: Potential for stock buybacks - Management stated that buybacks are one of the options being evaluated, but no immediate changes are expected [25] Question: Reactivation of idled fleet - Management emphasized the need for better pricing and steady customer activity before reactivating the fleet [39] Question: M&A strategy and market conditions - Management agreed that there is less competition for traditional oilfield services companies and emphasized a patient approach to M&A [42] Question: Updated wireline accounting treatment - Management explained the change was due to evolving business needs and a more accurate reflection of cable usage [51] Question: Growth potential in Thru Tubing Solutions - Management noted a reduced international presence but expressed hope for growth in the Middle East through technology deployment [57] Question: Current state of the pressure pumping market - Management reported no dramatic changes yet but is focused on maintaining discipline in pricing and operations [61]

Flexsteel Industries (NasdaqGS:FLXS) Q2 2026 Earnings call February 03, 2026 09:00 AM ET Speaker3Good day, and welcome to the Flexsteel Industries Second Quarter Fiscal Year 2026 Earnings Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star then One on a touch-tone phone. To with ...

Ashland (NYSE:ASH) Q1 2026 Earnings call February 03, 2026 09:00 AM ET Speaker13Hello, and thank you for standing by. Welcome to Ashland's first quarter 2026 earnings conference call and webcast. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask the question during the session, you will need to press star one one on your telephone. You would then hear an automated message advising your hand is raised. To withdraw y ...