Danaos (NYSE:DAC) Q3 2025 Earnings Call November 18, 2025 09:00 AM ET Company ParticipantsEvangelos Chatzis - CFOJohn Coustas - CEOConference Call ParticipantsClement Mullins - AnalystOmar Nokta - AnalystOperatorGood day, and welcome to the Danaos Corporation conference call to discuss the financial results for the three months ended September 30, 2025. As a reminder, today's call is being recorded. Hosting the call today is Dr. John Coustas, Chief Executive Officer of Danaos Corporation, and Dr. Evangelos ...

Zynex (NasdaqGS:ZYXI) Q3 2025 Earnings Call November 18, 2025 09:00 AM ET Company ParticipantsStephen Dyson - CEOVikram Bajaj - CFOOperatorGood morning, ladies and gentlemen, and thank you for standing by. Welcome to the Zynex third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. As a reminder, this conference is being recorded. I would now like to turn the conference over to Vikram Bajaj, Chief Financial Officer of Zynex. Please go ahead.Vikram BajajThank yo ...

Financial Data and Key Metrics Changes - Company reported sales of $13.3 million for Q3 2025, a slight decrease from $13.5 million in Q3 2024 [9] - Gross profit for Q3 2025 was $1.6 million, down from $3.5 million in the same quarter last year [9] - Operating profit for Q3 2025 was $50,000 compared to $1.9 million in Q3 2024 [9] - Net loss for Q3 2025 was $0.2 million, or $0.03 per share, compared to net income of $1.7 million, or $0.25 per share in Q3 2024 [10] - EBITDA for Q3 2025 amounted to $0.6 million, down from $2.3 million in the prior year [10] - Positive cash flow from operating activities was $2 million in Q3 2025, compared to $1.6 million in Q3 2024 [10] Business Line Data and Key Metrics Changes - Demand for products remains strong, particularly in the defense sector, which accounted for 63% of quarterly sales [6] - RigidFlex products represented 66% of quarterly sales and 65% of sales for the first nine months of the year [6] Market Data and Key Metrics Changes - Company is experiencing increased competition from new foreign entrants, particularly in the defense sector [6][23] - Delivery times across the industry remain extended due to strong global demand and constrained manufacturing capacity [6] - In low-volume, high-complexity production, competition remains limited, allowing for greater pricing flexibility [6] Company Strategy and Development Direction - Company is in a transition period, absorbing significant additional capacity and technology upgrades [5] - Production capacity expansion program is progressing well, with the new production hall nearing completion [7] - The RP project is on track to go live in 2026, aiming to integrate all company platforms for improved operational efficiency [8] Management's Comments on Operating Environment and Future Outlook - Management noted that operational instability is primarily due to the ramp-up of new equipment and the integration of new staff [5] - The impact of currency depreciation on operational profit was approximately $800,000 compared to Q3 2024 [4] - Management expects the revised pricing model to positively impact results in the coming quarters [4] Other Important Information - Company is facing pressure from large Israeli customers to extend credit terms, increasing working capital requirements [6] - Recent improvements in regional security have positively affected logistics, allowing for reduced inventory levels [6] Q&A Session Summary Question: What is the status of operational issues? - Management clarified that previous operational issues were related to construction and are now due to engineering and manpower challenges [12] Question: When will the pricing lift due to USD depreciation be realized? - Management indicated it typically takes six to nine months for pricing adjustments to translate into profits [13] Question: When will operational difficulties be resolved? - Management stated it is difficult to predict, as it depends on employee absorption rates and engineering proficiency [14] Question: When can gross margins of 26-27% be expected? - Management expects to stabilize production processes and improve gross margins by mid-2026 with the integration of new equipment [15] Question: What is the impact of new competition? - Management noted that competition is increasing from foreign entrants, particularly in the defense sector, affecting pricing flexibility [23] Question: Will currency and foreign exchange impacts continue? - Management confirmed that as long as the dollar remains weak, financial expenses and operating income will be negatively affected [27]

Fidelity National Financial (NYSE:FNF) FY Conference November 18, 2025 09:00 AM ET Company ParticipantsMike Nolan - CEOTony Park - CFOConference Call ParticipantsOscar Nieves - Research AnalystOscar NievesGood morning, everyone, and welcome to Day One of the Stephens Investment Conference here in Nashville. I'm Oscar Nieves; I'm Research Analyst here at Stephens, where I cover real estate services, including the title insurance industry. We're excited to kick things off this morning with Fidelity National F ...

Service Corporation International (NYSE:SCI) FY 2025 Conference November 18, 2025 09:00 AM ET Speaker0Good morning, everyone. Thanks for attending. Yeah, Aaron Foley, I've been with SCI for about 18 years, currently the Treasurer at SCI. A little bit about kind of what we do for people who may be newer to the story. SCI is what we term a death care company, the largest company in this space in the U.S., North America. We've got about 2,000 locations, 1,500 funeral homes, about 500 cemeteries across the U.S. ...

Revvity (NYSE:RVTY) 2025 Conference November 18, 2025 09:00 AM ET Company ParticipantsMaxwell Krakowiak - SVP and CFOTycho Peterson - Managing Director and Global EquitiesTycho PetersonThank you. We're going to kick it off here. I'm Tycho Peterson from the Life Science team. Pleased to have Revvity with us. Welcome, Max.Maxwell KrakowiakThank you, everyone.Tycho PetersonMaybe we can jump in right with 3Q and just talk a little bit about some of the gives and takes in the quarter. Diagnostics looked a little ...

Upwork (NasdaqGS:UPWK) 2025 Investor Day November 18, 2025 09:00 AM ET Company ParticipantsErica Gessert - CFODave Bottoms - SVP and GM of MarketplaceAndrew Rabinovich - CTO and Head of AINone - Video NarratorBrent Schuck - Director of MarketingGabe Richman - Founder and CEOHayden Brown - President and CEOCory Hymel - VP Product and ResearchPeter Sanborn - VP and Head of Strategy, Corporate Development and PartnershipsPhil Rasori - COOErnesto Lamaina - GMConference Call ParticipantsNone - AnalystErica Gesse ...

RioCan Real Estate Investment Trust (OTCPK:RIOC.F) 2025 Investor Day November 18, 2025 09:00 AM ET Company ParticipantsDennis Blasutti - CFOMichael Medline - President and CEOJennifer Suess - SVP, General Counsel, Head of ESG and Corporate SecretaryAndrew Duncan - CIOTerri Andrianopoulos - SVP of People and BrandGreg Hicks - President and CEOTodd Barkley - PresidentOliver Harrison - SVP of Leasing and Tenant ExperienceJonathan Gitlin - President and CEOJohn Ballantyne - COOConference Call ParticipantsNone - ...

Northern Technologies International Corp (NasdaqGM:NTIC) Q4 2025 Earnings Call November 18, 2025 09:00 AM ET Speaker3Good day, and thank you for standing by. Welcome to NTIC's Fourth Quarter 2025 Earnings Conference Call and Webcast. At this time, all participants are on 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 will need to press star 11 on your telephone. You will then hear an automated message advising you ...

Q3 & 9M 2025 Financial & Operating Results November 18, 2025 C3is Inc. 1 This presentation contains forward-looking statements within the meaning of applicable federal securities laws. Such statements are based upon current expectations that involve risks and uncertainties. Any statements contained herein that are not statements of historical fact may be deemed to be forward-looking statements. For example, words such as "may," "will," "should," "estimates," "intends," and similar expressions are intended t ...