AerCap (NYSE:AER) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAengus Kelly - CEOBrian Canniffe - Group TreasurerJamie Baker - Managing DirectorKristine Liwag - Executive DirectorMoshe Orenbuch - Managing DirectorPete Juhas - CFOShannon Doherty - Equity Research AssociateConference Call ParticipantsArren Cyganovich - Senior AnalystCatherine O'Brien - VP and Lead US Airline and Aircraft Lessor Equity Research AnalystChris Stathoulopoulos - Senior Equity Research AnalystRon Epstein ...

Newell Brands (NasdaqGS:NWL) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsChris Peterson - President and CEOJoanne Freiberger - SVP of Investor Relations and Chief Communications OfficerMark Erceg - CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystBrian McNamara - Managing Director and Senior Equity Research AnalystLauren Lieberman - Managing Director and Senior Equity Research AnalystOlivia Tong - Managing Director and Equity Re ...

Mettler-Toledo International (NYSE:MTD) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAdam Uhlman - Head of Investor RelationsDan Arias - Managing DirectorDouglas Schenkel - Managing DirectorLuke Sergott - Director of Healthcare Equity ResearchMichael Ryskin - Managing DirectorPatrick Donnelly - Managing DirectorPatrick Kaltenbach - CEOShawn Vadala - CFOTycho Peterson - Managing DirectorVijay Kumar - Senior Managing DirectorConference Call ParticipantsCatherine Schulte - Senior Res ...

Financial Data and Key Metrics Changes - Revenue for Q1 2026 increased by 1% to $52.7 million from $52.2 million in Q1 2025, reflecting an 8% growth in recurring revenues, partially offset by a $3 million decline in non-recurring professional services and software license revenues [8][10] - Annual recurring revenues rose by 8% to $169.6 million for Q1 2026 compared to $156.4 million for Q1 2025, with 80% of revenues coming from recurring sources [8][10] - Adjusted EBITDA declined by $1 million to $13.6 million for Q1 2026 from $14.6 million for Q1 2025, with adjusted EBITDA as a percentage of revenues at 25.8% for Q1 2026 versus 27.9% for Q1 2025 [9][10] Business Line Data and Key Metrics Changes - SaaS revenue led with over 24% growth, marking four consecutive quarters of over 20% growth [4][8] - Transaction-based revenue grew by 12%, while payments revenue increased by 8% [8] - Maintenance revenues declined by 8%, reflecting a shift towards SaaS and new sales [8] Market Data and Key Metrics Changes - The company operates in the transportation market and has expanded its geographic reach through a recent acquisition, enhancing its position in ongoing modernization initiatives [12][13] - The company is currently active in 30 states and four Canadian provinces within the transportation market [13][17] Company Strategy and Development Direction - The company remains focused on recurring revenue sources and disciplined capital deployment, with expectations for continued growth in 2026 [4][6] - The recent acquisition is expected to significantly enhance the company's offerings in the transportation market, particularly in insurance verification [12][13] - The company is also investing in AI-enabled solutions to enhance its product offerings and improve customer engagement [17][18] Management's Comments on Operating Environment and Future Outlook - Management noted that while recurring revenue sources are strong, there are headwinds in professional services revenue, which is expected to decline [20][22] - The long-term expectation for organic revenue growth remains high single-digit, with recurring revenues expected to grow at a double-digit rate for FY 2026 [11][22] - Management expressed optimism about the future, citing strong demand for technology solutions in justice tech and transportation markets [16][17] Other Important Information - The company has a strong balance sheet with $37 million in cash and no debt, and it has a $400 million revolving credit facility available for acquisitions and stock repurchases [10][11] - The company expects adjusted diluted earnings per share to be in the range of $1.08-$1.16 for FY 2026 [11] Q&A Session Summary Question: Update on FY 2026 outlook and organic growth - Management confirmed that organic growth has slightly ticked down, primarily due to professional services revenue [20][21] Question: Recurring revenue growth expectations - Management affirmed that recurring revenue growth is expected to remain in the 8%-10% range for the year [22] Question: Capital allocation strategy regarding buybacks and M&A - Management indicated that they have been opportunistic with buybacks and believe their stock is undervalued [23][24] Question: Details on the new acquisition's market share and revenue model - Management highlighted the acquisition's strong market presence and potential for growth, noting it is not currently transactional but has opportunities for integration with payments [27][28] Question: Drivers of SaaS revenue growth and sustainability - Management expects organic SaaS growth to remain above 20%, driven by various market segments [34][35] Question: Thoughts on AI adoption and its impact on GovTech - Management acknowledged the slow adoption of AI in GovTech due to regulatory concerns but sees potential for growth in AI-enabled solutions [38][39]

Biogen (NasdaqGS:BIIB) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsChristopher A. Viehbacher - President and CEOPriya Singhal - Head of DevelopmentRobin C. Kramer - EVP and CFOTim Power - Head of Investor RelationsUmer Raffat - Senior Managing DirectorOperatorGood morning, my name is Ruth and I will be your conference operator today. At this time, I would like to welcome everyone to the Biogen fourth quarter and full year 2025 earnings call and business update. All lines have bee ...

Banco Bradesco (NYSE:BBD) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAndré Carvalho - Investor Relations OfficerCarlos Gomez-Lopez - Head of Latin America Financial ResearchCassiano Scarpelli - EVP and CFOMarcelo de Araújo Noronha - CEOConference Call ParticipantsAndrew Garrity - AnalystDaniel Vaz - AnalystEduardo Nishio - AnalystGustavo Schroden - AnalystHenrique Navarro - AnalystMario Pierry - AnalystMatheus Guimarães - AnalystPedro Leduc - AnalystRenato Meloni - AnalystThiago ...

Banco Bradesco (NYSE:BBD) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAndré Carvalho - Investor Relations OfficerCarlos Gomez-Lopez - Head of Latin America Financial ResearchCassiano Scarpelli - EVP and CFOMarcelo de Araújo Noronha - CEOConference Call ParticipantsAndrew Garrity - AnalystDaniel Vaz - AnalystEduardo Nishio - AnalystGustavo Schroden - AnalystHenrique Navarro - AnalystMario Pierry - AnalystMatheus Guimarães - AnalystPedro Leduc - AnalystRenato Meloni - AnalystThiago ...

Proto Labs (NYSE:PRLB) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsBrian Drab - Co-Group Head of IndustrialsDan Schumacher - CFORyan Johnsrud - Manager of Investor RelationsSuresh Krishna - President and CEOTroy Jensen - Managing DirectorConference Call ParticipantsGreg Palm - Senior Research AnalystJim Ricchiuti - Senior AnalystOperatorGreetings, and welcome to Protolabs' Fourth Quarter and Full Year 2025 Earnings Call. At this time, all participants are on a listen-only mode. A ...

Biogen (NasdaqGS:BIIB) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAlexandria Hammond - Director and Head of TherapeuticsBrian Abrahams - Managing Director and Co-Head of Biotechnology ResearchChris Schott - Managing DirectorChristopher A. Viehbacher - President and CEODanielle Brill - Managing DirectorEvan David Seigerman - Managing Director and Head of Healthcare ResearchMike Yee - Global Head of Biotechnology ResearchPriya Singhal - Head of DevelopmentRobin C. Kramer - EVP and ...

Newell Brands (NasdaqGS:NWL) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsChris Peterson - President and CEOJoanne Freiberger - SVP of Investor Relations and Chief Communications OfficerMark Erceg - CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystBrian McNamara - Managing Director and Senior Equity Research AnalystLauren Lieberman - Managing Director and Senior Equity Research AnalystOlivia Tong - Managing Director and Equity Re ...