Repligen (NasdaqGS:RGEN) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker12I would now like to turn the conference over to Jacob Johnson, Vice President, Investor Relations. You may begin.Speaker5Thank you, operator, and welcome everyone to our 2025 fourth quarter report. On this call, we will cover business highlights and financial performance for the three and 12-month periods ended December 31st, 2025, and we'll provide financial guidance for the full year 2026. Joining us on the call today ar ...

Bowhead Specialty (NYSE:BOW) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker5Hello, welcome to Bowhead Specialty's fourth quarter 2025 earnings call. After the prepared remarks, we will hold a question-and-answer session. For those in the Q&A room, please use the Raise Hand function at the bottom of your Zoom screen to join the question queue. You can do this at any time, and your question will be addressed during the Q&A session. As a reminder, this conference is being recorded. If you have any ...

Kiniksa Pharmaceuticals International (NasdaqGS:KNSA) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker7Reminder, today's program is being recorded. Now I'd like to introduce your host for today's program, Jonathan Kirshenbaum, Investor Relations. Please go ahead, sir.Speaker3Thank you, operator. Good morning, everyone, and thank you for joining Kiniksa's call to discuss our fourth quarter and full year 2025 financial results and recent portfolio execution. A press release highlighting these resul ...

Skyward Specialty Insurance Group (NasdaqGS:SKWD) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker11Please be advised that today's conference is being recorded. I would now like to turn the conference over to your speaker for today, Kevin Reed, Vice President, Investor Relations. Please go ahead.Speaker5Thank you, Lisa. Good morning, everyone, and welcome to our fourth quarter 2025 earnings conference call. Today, I am joined by our Chairman and Chief Executive Officer, Andrew Robinson, and Chief ...

Establishment Labs (NasdaqCM:ESTA) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker7Thank you, operator, and thank you everyone for joining us. With me today is Peter Caldini, as well as other SEC filings, which are available on our website at establishmentlabs.com. I'd also like to remind you that our comments may include certain non-GAAP financial measures with respect to our performance, including but not limited to sales results, which can be stated on a constant currency basis, or EBITDA, wh ...

Apellis Pharmaceuticals (NasdaqGS:APLS) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker13Morning, ladies and gentlemen. Thank you for standing by, and welcome to the Apellis Pharmaceuticals fourth quarter and full year 2025 earnings conference call. Please be advised that today's call is being recorded. I will now turn the call over to Eva Stroynowski, Head of Investor Relations. Please go ahead.Speaker9Good morning, and thank you for joining us to discuss Apellis's fourth quarter and full year ...

Ambac Financial Group (NYSE:AMBC) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker4As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Karen Beyer, Head of Investor Relations. Please go ahead.Speaker2Thank you. Good morning, welcome to Octave Specialty Group's fourth quarter 2025 call to discuss financial results. Speaking today will be Claude LeBlanc, President and CEO, and David Trick, Chief Financial Officer. They will discuss the financial results o ...

Financial Data and Key Metrics Changes - For the full year 2025, attributable AFFO per share as adjusted grew by 8%, with over 13% growth in Q4 [3] - Consolidated property revenue increased approximately 4% year-over-year, with about 5% growth when excluding non-cash straight line and FX impacts [13] - Adjusted EBITDA grew approximately 5% year-over-year, with a 7% increase when excluding non-cash net straight line and FX impacts [13][20] - The company ended 2025 with a leverage ratio of 4.9x, back within the target range of 3-5x [14] Business Line Data and Key Metrics Changes - The data center business experienced approximately 14% revenue growth, driven by strong demand for hybrid and multi-cloud deployments [13][19] - Organic Tenant Billings Growth for 2026 is expected to be approximately 1%, with a 4% growth excluding DISH churn [15] - In the U.S. and Canada, Organic Tenant Billings Growth is anticipated to be approximately 0.5%, or 4.5% when excluding DISH churn [16] Market Data and Key Metrics Changes - In the U.S., carriers are transitioning from initial 5G coverage to capacity-oriented activities, with expectations of mid-single-digit organic growth in the U.S. portfolio [5] - Internationally, organic tenant billings growth is expected to be approximately 8.5% in Africa and APAC, with colocation and amendment growth of about 7% [16] - In Europe, organic tenant billings growth is projected at approximately 4%, with significant new build activity anticipated [16][81] Company Strategy and Development Direction - The company aims to drive durable revenue growth, focusing on mobile data consumption, 5G adoption, and AI applications [4] - Capital allocation will prioritize developed markets, with significant investments in tower markets and CoreSite [11][25] - The company is pursuing operational efficiency through cost management initiatives, targeting 200-300 basis points of cash EBITDA margin expansion by 2030 [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth potential driven by mobile data consumption and interconnection-rich data centers [26] - The company is optimistic about the prospects of a healthier customer base following DISH's default, which is expected to enhance future growth [6] - Management noted that while 2026 may see higher churn, they anticipate an acceleration in organic growth starting in 2027 [18] Other Important Information - The company repurchased approximately $365 million of common stock in 2025, the largest buyback since 2017, and continued repurchases in 2026 [14][25] - The company is involved in ongoing litigation with DISH to recover lease obligations, which could provide upside to future financials [44] Q&A Session Summary Question: Can you provide more color on the pacing of activity from carriers? - Management noted steady activity levels with a higher incidence of new colocations and a healthy amendment pipeline, expecting the majority of new leasing to come from amendments [29][33] Question: What is the amount owed by DISH? - Management indicated that DISH represents about 4% of U.S. revenue, approximately $200 million annually, and they plan to pursue litigation to recover this amount [44] Question: How should we think about M&A opportunities? - Management stated they are evaluating M&A opportunities but noted a disconnect between private and public multiples, which has kept them on the sidelines [47][48] Question: Can you elaborate on the cost reduction program? - Management highlighted ongoing cost management efforts and the addition of a COO to enhance efficiency, aiming for continued margin expansion [78] Question: What are the expectations for property growth in Europe? - Management expressed confidence in strong opportunities in Europe, particularly in Germany and Spain, with a record number of new builds expected [81]

AdaptHealth (NasdaqCM:AHCO) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker5Good day, everyone, and welcome to today's AdaptHealth fourth quarter 2025 earnings release. Today's speakers will be Suzanne Foster, Chief Executive Officer of AdaptHealth, and Jason Clemens, Chief Financial Officer of AdaptHealth. Before we begin, I would like to remind everyone that statements included in this conference call and in the press release issued today may constitute forward-looking statements within the me ...

Bowhead Specialty (NYSE:BOW) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker5Hello, and welcome to Bowhead Specialty's fourth quarter 2025 earnings call. After the prepared remarks, we will hold a question-and-answer session. For those in the Q&A room, please use the Raise Hand function at the bottom of your Zoom screen to join the question queue. You can do this at any time, and your question will be addressed during the Q&A session. As a reminder, this conference is being recorded. If you have ...