Financial Data and Key Metrics Changes - In 2025, the company achieved a 68% increase in Adjusted EPS and a 51% increase in Adjusted EBITDA compared to 2024 [4] - For Q4 2025, net income was $117 million and Adjusted EBITDA was $269 million, bringing full-year net income to $322 million and Adjusted EBITDA to $901 million [20][21] - The year-end leverage ratio was 2.7 times, down from 3.3 times in Q4 2024, indicating improved financial health [26] Business Segment Data and Key Metrics Changes - Contract operations revenue for Q4 2025 was $327 million, consistent with Q3 2025, with an adjusted gross margin percentage of approximately 78% [23] - The aftermarket services segment reported Q4 2025 revenue of $50 million, up from $40 million a year ago, with an adjusted gross margin percentage of 24% [24] - The average time an Archrock compressor remains on location increased to 73 months, reflecting strong demand and operational efficiency [11] Market Data and Key Metrics Changes - U.S. natural gas volumes are expected to increase incrementally in 2026, particularly in the Permian Basin, where gas volumes are projected to grow at mid-single-digit rates [9] - LNG exports are anticipated to continue growing, with an additional 2 BCF per day of export capacity coming online in 2026 [10] - The company has a substantial backlog for 2026, with 85% contracted, and has already booked units for 2027 delivery [10] Company Strategy and Development Direction - The company's strategy for 2026 focuses on investing in natural gas infrastructure, maximizing service reliability, and maintaining disciplined capital allocation [6][7] - The company aims to enhance its fleet through disciplined portfolio actions and has completed two accretive acquisitions in 18 months [5] - The focus remains on high-return growth opportunities while returning capital to shareholders and maintaining a strong balance sheet [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for natural gas and the company's ability to capture growth opportunities in a robust market [8] - The company anticipates continued earnings growth driven by disciplined execution and capital allocation, supported by durable market tailwinds [19] - Management noted that while lead times for equipment have extended, they are well-positioned to meet customer needs for 2026 and beyond [35] Other Important Information - The company returned $212 million to shareholders through dividends and share repurchases in 2025, a 70% increase year-over-year [6] - The fourth quarter dividend was increased to $0.22 per share, reflecting a 5% increase from the previous quarter and a 16% increase year-over-year [26] - Total capital expenditures for 2026 are expected to be approximately $400 million to $445 million, with growth CapEx between $250 million and $275 million [29] Q&A Session Summary Question: Growth CapEx guidance and organic horsepower addition - The company expects the CapEx to translate into about 170,000 horsepower to be added in 2026, with approximately 60% of that expected to start up in the first half of the year [34] Question: Lead times and pricing power - Lead times for gas drive equipment have extended significantly, but the company is booked to meet customer needs for 2026, with pricing expected to increase at a more modest level [35][38] Question: M&A opportunities and capital returns - The company remains open to M&A opportunities and believes there are more compression companies available for acquisition, while also focusing on returning capital to shareholders [46][47] Question: Aftermarket services growth and labor constraints - The company is selective about the jobs it takes in aftermarket services and anticipates labor constraints may limit growth, focusing on profitability [82] Question: Technology investments and AI initiatives - The company is investing in technology to improve service quality and operational efficiency, with ongoing AI initiatives aimed at enhancing customer experience and profitability [88][90]

Gladstone Land (NasdaqGM:LAND) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker6Greetings, welcome to the Gladstone Land Corporation year-end and 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. If anyone should require operator assistance, 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, David Gla ...

UFP Technologies (NasdaqCM:UFPT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker3Good day, welcome to the UFP Technologies 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 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on your telephone keypad. To withdraw your question, pleas ...

United States Antimony (NYSEAM:UAMY) Conference February 25, 2026 08:30 AM ET Speaker1Our next presenter this morning is U.S. Antimony Corp, an integrated miner and refiner of antimony products in North America. Today, we are very pleased to be joined by CEO and Chairman of U.S. Antimony Corp, Gary Evans.Speaker0Good morning. Thank you for joining us, our presentation this bright and early morning. This company is an old company, been around since the late sixties, publicly traded since 2012. You need to lo ...

Lifestance Health Group (NasdaqGS:LFST) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker8Good morning, and thank you for standing by. My name is Tina, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the LifeStance Health Fourth Quarter 2025 earnings call. At this time, all lines are in a listen-only mode to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. Please limit questions to one and one follow-u ...

Oddity Tech (NasdaqGM:ODD) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker7Good morning, welcome to ODDITY's fourth quarter 2025 earnings conference call. Today's call is being recorded, and we have allocated time for prepared remarks and Q&A. At this time, I'd like to turn the conference over to Maria Liakouras, Investor Relations for ODDITY. Thank you. You may begin.Speaker6Thank you, operator. I'm joined by Oran Holtzman, ODDITY's Co-founder and CEO, and Lindsay Drucker Mann, ODDITY's Global ...

Bloomin' Brands (NasdaqGS:BLMN) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker11Greetings, welcome to the Bloomin' Brands, Inc. fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow management's prepared remarks. Please note, this event is being recorded. It is now my pleasure to introduce your host, Tara Kurian, Senior Vice President, Investor Relations, FP&A and International. Thank you. Ms. Kuri ...

Financial Data and Key Metrics Changes - In 2025, ex-TAC Gross Profit reached $714 million, up 7% year-over-year, and Adjusted EBITDA grew 7% to $260 million [5][18] - Free cash flow generated was $163 million, up 10% year-over-year, representing approximately 76% conversion from Adjusted EBITDA [6][20] - Revenues in Q4 grew 6% to $522.3 million, and for the full year, increased 8% to $1.91 billion [15][18] Business Line Data and Key Metrics Changes - Scaled advertisers grew 6% in 2025, with an average revenue per scaled advertiser up 2% [6][16] - In Q4, there was a 3% increase in the number of scaled advertisers and a 2% increase in average revenue per scaled advertiser [16] - Personal finance revenue generated in 2025 was $120 million within a $15 billion U.S. market, capturing only 1%-10% of advertisers' total spend [9][12] Market Data and Key Metrics Changes - The company reported strong growth in the rest of the world, with revenue from this segment growing about 10% in Q4, indicating faster growth compared to the U.S. market [86] - The exposure to search traffic remains in the single digits, with about 1/3 of supply coming from in-app usage [12] Company Strategy and Development Direction - The company is focused on three priorities: investing in technology to advance the Realize platform, restructuring the sales organization around ideal customer profiles, and enhancing brand perception [7][9] - The strategy aims to position Taboola as a leading performance advertising company outside of search and social, leveraging proprietary data and distribution [11][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit growth in the long term, with 2025 performance indicating progress in the right direction [6][13] - The company anticipates continued investment in technology and brand perception to attract new advertisers and deepen existing relationships [9][10] Other Important Information - The company repurchased 77 million shares for a total of $254 million in 2025, reducing the share count by roughly 18% [4][22] - The company ended the fourth quarter with a net cash balance of $18.6 million and cash and cash equivalents totaling $120.9 million [21] Q&A Session Summary Question: Variance in revenues versus guidance - Management explained that the variance was due to a revenue mix, with more business in higher-margin areas and less in lower-margin segments [28][31] Question: Disconnect between growth in non-scaled advertisers and revenue guidance - Management indicated that the guidance reflects current performance from Realize, with conservative estimates based on existing trends [36][38] Question: Incremental investments in Realize and growth from existing versus new advertisers - Management highlighted that growth is expected from both existing advertisers increasing budgets and new advertisers being onboarded [51][52] Question: Impact of generative AI on traffic and advertising - Management noted that trusted publishers will continue to thrive, and AI adoption by these publishers could enhance revenue opportunities [60][61] Question: Factors influencing Adjusted EBITDA guidance for Q1 - Management mentioned foreign exchange headwinds and increased marketing expenses as key factors affecting EBITDA in the first quarter [94][96]

Blackstone Secured Lending Fund Reports Fourth Quarter and Full Year 2025 Results NEW YORK — February 25, 2026— Blackstone Secured Lending Fund (NYSE: BXSL or the "Company") today reported its fourth quarter and full year 2025 results. Brad Marshall, Co-Chief Executive Officer of Blackstone Secured Lending Fund, said, "BXSL reported strong fourth-quarter results, with net investment income of $0.80 per share - which fully covered our dividend – and new investment activity exceeding $1 billion for the second ...

APi Group (NYSE:APG) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker11Good morning, ladies and gentlemen, welcome to APi Group's fourth quarter and full year 2025 financial results conference call. All participants are now in a listen-only mode until the question and answer session. We ask that all participants limit themselves to one question during the question and answer session. Please note, this call is being recorded. I will be standing by should you need any assistance. I will now turn th ...