KIMBERLY - CLARK CAGNY 2026 Forward-Looking Statements Certain matters contained in this presentation concerning our plans and expectations regarding the pending mergers with Kenvue and the pending International Family Care and Professional ("IFP") joint venture transaction with Suzano ("IFP Transaction"), the business outlook, including raw material, energy and other input costs, the anticipated charges and savings from the 2024 Transformation Initiative, cash flow and uses of cash, growth initiatives, inn ...

Earnings Presentation 4th Quarter, 2025 February 18, 2026 Disclaimer Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995 that involve risk and uncertainties. All statements in this presentation other than statements of historical fact, including statements regarding projections, expected operating res ...

Please read this management presentation together with the Company's press release issued earlier today announcing the Company's fourth quarter 2025 financial results and in conjunction with the Company's recent Annual Report and Quarterly Reports as filed with the Securities and Exchange Commission (SEC). Certain statements contained in this presentation that are not historical facts may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 2 ...

Financial Data and Key Metrics Changes - For the full year 2025, total net sales were $3.4 billion, with adjusted EBITDA of $310 million, reflecting a 25% growth year-over-year and margins above 21% [6][12] - Reported net income for 2025 was $113 million, or $6.77 per diluted share, compared to $66 million, or $4.02 per diluted share in 2024 [11] - Adjusted net income for 2025 was $100 million, or $6.03 per diluted share, up from $60 million, or $3.67 per diluted share in 2024 [12] Business Line Data and Key Metrics Changes - Aerospace and high-strength conversion revenue totaled $457 million, down 14% year-over-year, primarily due to a 16% decrease in shipments [8] - Packaging conversion revenue increased to $544 million, up 11% year-over-year, driven by a transition to coated products [9] - General engineering conversion revenue rose to $331 million, a 4% increase, supported by a 6% increase in shipments [9] - Automotive conversion revenue totaled $122 million, up 2% year-over-year, despite a 6% decrease in shipments [9] Market Data and Key Metrics Changes - Shipments for the full year were 1.1 billion pounds, down 5% from 2024 [7] - The aerospace market saw a decrease in shipments due to commercial aerospace OEM destocking, while demand in defense and business jet markets remained strong [8][19] - Packaging demand is improving, with expectations for 5%-10% shipment growth in 2026 [20] Company Strategy and Development Direction - The company aims to harvest returns from recent investments and strengthen margins while generating free cash flow [5] - In 2026, the company expects record years for both conversion revenue and EBITDA, with a focus on operational execution rather than relying on metal pricing [24][25] - The company plans to reduce manufacturing and operating costs to drive additional operating leverage and maximize returns from investments [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in commercial aircraft production and the expected increase in shipments for aerospace products [19] - The automotive market is expected to see a decline in shipments due to planned outages, but the company is preparing for higher demand in the future [22][36] - There are no signs of demand destruction in any product lines, and the overall market outlook remains strong [41] Other Important Information - The company returned approximately $51 million to shareholders through dividends, marking the 19th consecutive year of dividend payments [17] - Capital expenditures for 2025 were $137 million, with expectations for 2026 to be in the range of $120 million-$130 million [16] Q&A Session Summary Question: Insights on 2026 outlook regarding aerospace and packaging conversion revenue - Management noted that aerospace conversion revenue is expected to recover as plate capacity is restored, while packaging revenue is benefiting from improved pricing and mix due to new investments [27][30] Question: Clarification on automotive opportunities and capacity expansion - Management indicated that the automotive opportunity involves high-margin specialty products, with plans for retooling facilities to support increased demand [33][36] Question: CapEx guidance context and implications - The increase in CapEx guidance is primarily driven by the automotive opportunity, with customers currently seeking aluminum products due to limited availability [37][38] Question: Demand destruction concerns and tariff impacts - Management reported no evidence of demand destruction and expressed confidence in the market outlook, while also addressing potential impacts from derivative tariffs [41][43]

Sprott (NYSE:SII) Q4 2025 Earnings call February 19, 2026 10:00 AM ET Speaker7Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Sprott Inc's 2025 fourth quarter results conference call. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a question and answer session. Instructions will be provided at that time for you to queue up for questions. As a reminder, this conference is being recorded today, February 19, 2026. On behalf of ...

Nutrien (NYSE:NTR) Q4 2025 Earnings call February 19, 2026 10:00 AM ET Speaker19Greetings, and welcome to Nutrien's 2025 fourth quarter earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. As a reminder, this conference call is being recorded. I would now like to turn the conference call over to Jeff Holzman, Senior Vice President of Investor Relations and FP&A.Speaker9Thank you, operator. Good morning, and welcome to Nut ...

Q4 2025EARNINGS REVIEW CONFERENCE CALL // FEBRUARY 19, 2026 NYSE: PAAS | TSX: PAAS 1 2 CAUTIONARY NOTE Non-GAAP Measures This presentation of Pan American Silver Corp. and its subsidiaries (collectively, "Pan American", "Pan American Silver", the "Company", "we" or "our") refers to various non-GAAP measures, such as "AISC", "adjusted earnings", "attributable revenue", "attributable cash flow from operations", "attributable free cash flow", "basic adjusted earnings per share", "total debt", and "working capi ...

Teekay Group Fourth Quarter and Annual 2025 Earnings Presentation February 19, 2026 2025 Teekay Photo Contest Add. Master Shobit Bhatnagar Zenith Spirit Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. All statements included in this release, other than statements of historical fact, are forward-looking statements. When use ...

Pentair (NYSE:PNR) FY Conference February 19, 2026 09:50 AM ET Company ParticipantsBob Fishman - CFODe'Mon Wiggins - EVP and PresidentNick Brazis - Incoming-CFOConference Call ParticipantsJulian Mitchell - Equity Research AnalystJulian MitchellThanks everyone for being here. It's my pleasure to have up next, Pentair. You know, we've got Bob Fishman that many of you know, who'll be retiring soon. Nick Brazis, the new CFO, so congratulations.Nick BrazisThank you.Julian MitchellLook forward to working with you ...

Solstice Advanced Materials (NasdaqGS:SOLS) FY Conference February 19, 2026 09:50 AM ET Company ParticipantsDavid Sewell - CEOMike Leithead - VP of Investor RelationsConference Call ParticipantsNone - AnalystNoneHot mic. Well, welcome, everyone, on the last day of our Barclays Industrial Conference. I really appreciate everyone being here, and I'm incredibly excited to, to host David Sewell and Mike Leithead from Solstice, a new company in our space, and it's a company that has got off to a phenomenal start ...