Moderna (NasdaqGS:MRNA) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsAdi Jayaraman - Senior Managing DirectorElizabeth Webster - Biotech Equity ResearchJamey Mock - CFOLavina Talukdar - Head of Investor RelationsMatthew Guggenbiller - Equity Research AssociateMichael Yee - Global Head of Biotechnology Research and Managing DirectorShelby Hill - Senior Equity Research AssociateStephen Hoge - PresidentStéphane Bancel - CEOConference Call ParticipantsCourtney Breen - Senior AnalystEl ...

Rithm Property Trust (NYSE:RPT) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsCraig Kucera - Managing Director of Equity ResearchEmma Hoelke - Deputy General CounselHenry Coffey - Managing DirectorMichael Nierenberg - CEOConference Call ParticipantsJason Stewart - Stock AnalystOperatorThank you for standing by. At this time, I would like to welcome everyone to the Rithm Property Trust Fourth Quarter 2025 Earnings Call. All lines have been placed on mute to prevent any background no ...

Advance Auto Parts (NYSE:AAP) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsBret Jordan - Managing DirectorLavesh Hemnani - VP and Head of Investor RelationsMark Jordan - VP of Equity ResearchRyan Grimsland - EVP and CFOShane O'Kelly - President and CEOConference Call ParticipantsChris Horvers - Senior AnalystSeth Sigman - Managing Director and Senior Equity Research AnalystSimeon Gutman - AnalystZach Fadem - Managing Director and Senior Equity AnalystNone - AnalystOperatorWelcome ...

Cameco (NYSE:CCJ) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsBrian Lee - Chief Risk OfficerCory Kos - VP of Investor Relations and CommunicationsGrant Isaac - President and COOHeidi Shockey - Senior VP and CFOOrest Wowkodaw - Managing DirectorTim Gitzel - CEOConference Call ParticipantsAlexander Pearce - AnalystCraig Hutchison - Director and Base Metal AnalystLawson Winder - Equity Research AnalystMohamed Sidibe - Equity Research AnalystRalph Profiti - Managing Director and Seni ...

CAE (NYSE:CAE) Q3 2026 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsAndrew Arnovitz - SVP, Investor Relations, and Member of CAE’s Executive Management CommitteeCalin Rovinescu - Executive Chairman of the BoardConstantino Malatesta - Interim CFOKrista Friesen - Executive Director of Equity ResearchKristine Liwag - Executive Director and Head of Aerospace & Defense Equity ResearchMatthew Bromberg - President and CEOSheila Kahyaoglu - Managing DirectorConference Call ParticipantsAnthony Val ...

Beyond Air (NasdaqCM:XAIR) Q3 2026 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsBob Goodman - Chief Commercial OfficerCorey Davis - Managing DirectorDan Moorhead - CFOJason Kolbert - Director of ResearchJustin Walsh - Director of HealthcareMarie Thibault - Managing DirectorMike King - Director of ResearchSteve Lisi - CEOConference Call ParticipantsYale Chen - AnalystOperatorGood morning, and welcome everyone to Beyond Air Financial Results Call for the fiscal quarter ended December 31st, ...

Financial Data and Key Metrics Changes - In Q4 2025, sales increased by 2% to $10.8 billion, with adjusted EBIT margin expanding by 100 basis points to 7.5% [8][12] - For the full year, sales were $42 billion, slightly down due to softer volumes in North America and Europe, while adjusted EBIT margin rose by 20 basis points to 5.6% [9][12] - Adjusted EPS for Q4 rose by 29% to $2.18, and for the full year, it increased by 6% to $5.73 [8][9] - Free cash flow for the full year reached $1.9 billion, an increase of $849 million [9][18] Business Line Data and Key Metrics Changes - Three of the four segments posted higher sales year-over-year, with seating seeing an 8% increase, while complete vehicles were down 10% [16] - Body exteriors and structures, and seating segments posted strong increases in adjusted EBIT margin year-over-year [16][17] - Power and vision margins were negatively impacted by discrete items, but operational improvements are expected to drive margin expansion in 2026 [17][61] Market Data and Key Metrics Changes - Global light vehicle production was down 1% overall in Q4, with North America and China declining, while Europe saw an increase [13] - Magna's sales growth is expected to be near flat to up 3.5% in 2026, driven by new program launches and foreign currency translation benefits [21][22] Company Strategy and Development Direction - The company is focused on operational excellence initiatives, which contributed to margin expansion and are expected to continue delivering benefits in 2026 [10][27] - A disciplined approach to capital spending is emphasized, with plans to repurchase approximately 22 million shares under the NCIB [7][24] - The company aims to maintain strong free cash flow and EPS growth while reducing leverage [7][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in executing their capital allocation strategy and driving EPS growth alongside strong free cash flow [7][28] - The outlook for 2026 includes expectations for adjusted EBIT margin expansion of 40-100 basis points and free cash flow of $1.6 billion to $1.8 billion [7][22] Other Important Information - The company achieved significant operational milestones in 2025, including securing 90% of its 2028 business and receiving 151 customer awards for quality and performance [9][10] - The company has been recognized as one of the world's most ethical companies and most admired companies [11] Q&A Session Summary Question: Guidance for outgrowth ex complete vehicles of 1%-4% - Management attributed the outgrowth to operational excellence activities and new programs with favorable economic terms [31][34] Question: Operational excellence and commercial recoveries - Management indicated that operational excellence is a continuing journey with visibility on margin improvements, while commercial recoveries are expected to be neutral year-over-year [36][39] Question: Seating segment outlook and cost actions - Management confirmed that no incumbent seating programs have been lost, and the seating segment remains core and profitable despite some program roll-offs [44][46] Question: Free cash flow sustainability - Management expects free cash flow in the range of $1.6 billion to $1.8 billion to be sustainable, supported by disciplined CapEx [49] Question: Ford recall and warranty hit - Management clarified that one recall matter has been resolved, while another is ongoing, impacting margins in the power and vision segment [52][59] Question: Growth in power and vision segment - Management highlighted that growth is driven by new launches and operational improvements, with expectations for margin expansion in 2026 [61][62]

Ingersoll Rand (NYSE:IR) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsDavid Raso - Senior Managing Director and PartnerJeff Sprague - Founder and Managing PartnerMatthew Fort - VP of Investor RelationsNigel Coe - Managing Director and the Head of US Capital Goods Equity ResearchVicente Reynal - Chairman and CEOVik Kini - CFOConference Call ParticipantsAndrew Buscaglia - Senior Analyst for US Industrial TechnologyChris Snyder - Executive Director and Equity Research AnalystJoe O'De ...

February 13th, 2026 Greg Ebel President & CEO Pat Murray EVP & CFO Reconciliations of forward-looking non-GAAP and other financial measures to comparable GAAP measures are not available due to the challenges and impracticability of estimating certain items, particularly certain contingent liabilities and non-cash unrealized derivative fair value losses and gains which are subject to market variability. Because of those challenges, reconciliations of forward-looking non-GAAP and other financial measures are ...

YEAR END 2025 EARNINGS REPORT February 13, 2026 Safe Harbor Statement All per-share amounts in this presentation are reported on a diluted basis. The only common equity securities that are publicly traded are common shares of Eversource Energy. The earnings discussion includes financial measures that are not recognized under generally accepted accounting principles (non-GAAP) referencing earnings and EPS excluding losses associated with our previous offshore wind investments, a loss on the pending sale of t ...