Astec Industries (NasdaqGS:ASTE) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsBrian Harris - CFODavid MacGregor - PresidentJaco van der Merwe - CEOSteve Anderson - Senior VP of Administration and Investor RelationsConference Call ParticipantsSteve Ferazani - Senior Equity AnalystSteven Ramsey - Senior Equity AnalystOperatorHello, welcome to the Astec Industries fourth quarter and full year 2025 earnings call. As a reminder, this conference call is being recorded. It is my pleasure ...

Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAsher Genoot - CEOSean Glennan - CFOSue Ennis - Head of Investor Relations and Government AffairsSue EnnisGood morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addit ...

CS Disco (NYSE:LAW) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAaron Barfoot - CFOAleksey Lakchakov - Head of Investor RelationsEric Friedrichsen - CEORichard Crum - Chief Product, Technology and Strategy OfficerConference Call ParticipantsDJ Hynes - Managing Director and Senior AnalystMark Schappel - SVP and Senior Equity Research AnalystScott Berg - Managing Director and Senior Research AnalystOperatorLadies and gentlemen, thank you for standing by, and welcome to CS Disco's f ...

Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAsher Genoot - CEOSean Glennan - CFOSue Ennis - Head of Investor Relations and Government AffairsSue EnnisGood morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addit ...

Lifestance Health Group (NasdaqGS:LFST) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsDave Bourdon - CEOJack Slevin - VP of Healthcare Services Equity ResearchKen Burdick - Executive ChairmanLisa Gill - Managing DirectorMatthew Mardula - Equity Research AssociateMonica Prokocki - VP of Finance and Investor RelationsRichard Close - Managing DirectorRyan McGroarty - CFOConference Call ParticipantsCraig Hettenbach - Managing Director and Equity AnalystDavid Larsen - Managing Director ...

Financial Data and Key Metrics Changes - Fourth quarter Core FFO was $0.63 per share, a 17% increase year-over-year, and for the full year, it was $2.33 per share, up 9.4% from the previous year [4][14] - Same Center NOI growth for the year was 4.3%, reflecting successful leasing and operating strategies [14] - The company ended 2025 with a net debt to adjusted EBITDA ratio of 4.7x, benefiting from strong EBITDA growth [20] Business Line Data and Key Metrics Changes - Leasing volume exceeded 3 million sq ft, marking the highest annual production on record, with year-end occupancy at 98.1%, a 70 basis point increase [5][6] - Tenant sales productivity was $473 per sq ft, up 7% from the prior year, indicating strong retailer demand [6] - The company achieved positive rent spreads and extended lease terms for both renewals and new deals [5] Market Data and Key Metrics Changes - The company noted favorable demographic trends and limited new retail development, contributing to strong leasing demand [7][9] - Population growth in key markets is driving sustained demand and increased traffic throughout the week [9][10] - The company is leveraging technology and AI to enhance operational efficiency and customer engagement [10][11] Company Strategy and Development Direction - The company is focused on adding new uses and categories, replacing underperforming tenants, and enhancing the customer experience through food, beverage, and entertainment offerings [7][8] - Strategic investments in real estate and peripheral land activation are aimed at driving long-term growth [8][10] - The company is committed to maintaining a strong balance sheet while pursuing external growth opportunities [11][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about retailer demand and the potential for growth despite recent bankruptcies in the retail sector [14][86] - The company anticipates continued organic growth and contributions from external growth activities, with guidance for Core FFO per share in the range of $2.41-$2.49 for 2026 [21][22] - Management highlighted the importance of adapting to changing consumer preferences and enhancing the shopping experience to drive traffic [62] Other Important Information - The company was recognized by Newsweek as one of America's greatest workplaces for culture and community in 2026 [12] - Significant advancements in technology initiatives are expected to unlock further opportunities for innovation and insights [11] Q&A Session Summary Question: CapEx implications regarding Saks - Management clarified that Saks has not rejected any leases and any potential CapEx related to Saks is not embedded in the current guidance [25][26] Question: Retailer conversations and sales expectations - Management noted that retailers are optimistic about sales and open to buys, indicating a strong promotional environment [29][30] Question: Leasing trends and lease lengths - Management indicated a shift towards retenanting as a more profitable strategy, with a focus on diversifying tenant mix [33][34] Question: Consumer health and demographic shifts - Management reported a shift towards younger consumers and families, with enhanced digital marketing initiatives resonating well [43][44] Question: Future M&A and retailer conversations - Management confirmed ongoing conversations with retailers regarding potential acquisitions and developments, indicating strong support from retail partners [52][54] Question: CapEx run rate expectations - Management expects CapEx to remain in the mid-teens range, which is lower compared to industry standards [58] Question: Health of consumers and retail partners - Management reported no deceleration in retailer demand, with a focus on providing value to consumers [61][62]

UFP Technologies (NasdaqCM:UFPT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAndrew Cooper - Director of Equity ResearchJeff Bailly - Chairman and CEOJustin Ages - Director of Equity ResearchRon Lataille - VP, Treasurer, and CFOConference Call ParticipantsMax Michaelis - Equity Research AnalystNone - AnalystOperatorGood day, welcome to the UFP Technologies fourth quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, pleas ...

Oddity Tech (NasdaqGM:ODD) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAndrew Boone - Managing DirectorAnna Lizzul - VP of Equity ResearchBrian Tanquilut - Health Equity ResearchGeorgia Anderson - Senior Research AssociateKate McShane - VP and Equity ResearchLindsay Drucker Mann - Global CFOMaria Lycouris - Head of Investor RelationsOran Holtzman - Co-founder and CEORyan MacDonald - Managing DirectorScott Schoenhaus - Managing DirectorYoussef Squali - Managing DirectorOperatorGoo ...

UFP Technologies (NasdaqCM:UFPT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAndrew Cooper - Director of Equity ResearchJeff Bailly - Chairman and CEOJustin Ages - Director of Equity ResearchRon Lataille - VP, Treasurer, and CFOConference Call ParticipantsMax Michaelis - Equity Research AnalystNone - AnalystOperatorGood day, welcome to the UFP Technologies fourth quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, pleas ...

Ionis Pharmaceuticals (NasdaqGS:IONS) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsBrett Monia - CEO, Member of the Board of Directors and Founding ScientistElizabeth Hougen - Executive VP and CFOEric Swayze - Executive Vice President of ResearchEugene Schneider - Executive VP, Chief Clinical Development and Operations OfficerHolly Kordasiewicz - Executive VP and Chief Development OfficerKyle Jenne - Executive VP and Chief Global Product Strategy OfficerMichael Ulz - Executive Dir ...