Cenovus Energy (NYSE:CVE) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker10Good morning, everyone. Thank you for standing by, and welcome to Cenovus Energy's fourth quarter and full year 2025 results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your touchtone telephone. As a reminder, this call is being recorded. ...

Coeur Mining (NYSE:CDE) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker7Good day, and welcome to the Coeur Mining fourth quarter 2025 financial results 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 your telephone keypad. To withdraw your question, ...

Targa Resources (NYSE:TRGP) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker13Good day, and thank you for standing by. Welcome to the Targa Resources fourth quarter 2025 earnings presentation. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdr ...

Reliance (NYSE:RS) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker7Greetings, and welcome to the Reliance, Inc. fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Kim Orlando, ...

Travelzoo (NasdaqGS:TZOO) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker5Good morning, and welcome to Travelzoo's fourth quarter 2025 earnings call. Today's conference is being recorded. Currently, all callers have been placed in a listen-only mode, and following management's prepared remarks, the call will be open for your questions. If you would like to ask a question at that time, please press star one on your telephone keypad. If you need to remove yourself from the queue, press star one ag ...

Teekay (NYSE:TK) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker6As a reminder, this call is being recorded. Now, for opening remarks and introductions, I would like to turn the call over to the company. Please go ahead.Speaker2Before we begin, I would like to direct all participants to our website at www.tk.com, where you will find a copy of the Teekay Group's fourth quarter and annual 2025 earnings presentation. Kenneth Hvid will review this presentation during today's conference call. Please ...

PoolCorp (NasdaqGS:POOL) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker6Good day, and welcome to the Pool Corporation Fourth Quarter 2025 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 withdraw your question, please press star ...

CF Industries (NYSE:CF) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker13Good day, and welcome to the CF Industries Fourth Quarter 2025 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 your touchtone phone. To withdraw your question, please p ...

Pan American Silver (NYSE:PAAS) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Speaker5Thank you for standing by. This is the conference operator. Welcome to the Pan American Silver fourth quarter and full year end 2025 results conference call. As a reminder, all participants are in a listen-only mode. The conference is being recorded. After the presentation, there will be an opportunity to ask questions. To join the question queue, you may press star and then one on your telephone keypad. Should you n ...

AGCO 2026 Conference Call Summary Company Overview - AGCO is the largest pure-play agricultural company, with revenues exceeding $10 billion in the previous year [4][5] - The company markets its products through three major brands: Fendt (premium), Massey Ferguson, and Valtra [4] Key Transformations and Strategies - AGCO has focused on enhancing its equipment and technology offerings, particularly through the PTX technology stack, which includes a joint venture with Trimble [5][6] - The divestiture of the grain and protein business in 2024 has allowed AGCO to concentrate solely on equipment and technology [5] - The company achieved a 7.7% margin in 2025, nearly double that of 2016, indicating improved profitability and resilience [6] Precision Agriculture Focus - AGCO's PTx portfolio emphasizes a retrofit market approach, allowing technology to be applied to various equipment brands, enhancing productivity for farmers [10][11] - The company has a unique distribution strategy with separate channels for new equipment and PTx technology, facilitating quicker market penetration [11][12] - PTx revenues were approximately $860 million last year, with expectations for modest growth in 2026 [26][27] FarmENGAGE Platform - The FarmENGAGE platform, launched for model year 2026, integrates with existing systems, allowing farmers to manage tasks across mixed fleets [33][35] - Phase three of the platform aims to enhance user experience and expand service offerings [39] Parts Growth Strategy - AGCO aims to grow parts revenue from $1.9 billion to $2.3 billion by 2029, leveraging high fill rates and the FarmerCore service model [41][42] - FarmerCore allows for on-farm service, increasing convenience for farmers and reducing upfront costs for dealers [44][45] Fendt Market Penetration - Fendt has seen success in Europe and aims to expand in North and South America, where it is still a relatively new entrant [48][49] - The brand offers superior fuel efficiency (10%-20% better) and a three-year warranty, enhancing its competitive position [50][51] Market Share and Competitive Position - AGCO achieved the highest global market share in its history in 2025, attributed to a farmer-focused approach and innovative product offerings [53][54] - The company expects to maintain a 2%-3% price realization in 2026, supported by strong product value propositions [56][57] Regional Market Insights - North America remains a challenging market, with AGCO operating at approximately 74% of mid-cycle levels [77][78] - The company anticipates a recovery in the second half of the year, contingent on trade stability and farmer confidence [80][81] - In contrast, Western Europe is expected to grow modestly due to stable government subsidies and better crop diversity [67][68] Conclusion - AGCO is strategically positioned to leverage its technology and service innovations to enhance profitability and market share across various regions, despite facing challenges in specific markets like North America. The focus on precision agriculture, parts growth, and premium brand expansion will be critical for future success.