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MediWound(MDWD) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
MediWound (NasdaqGM:MDWD) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsBarry Wolfson - EVP of Strategy and Corporate DevelopmentGaia Shamis - Director of IR CommunicationsHani Luxenburg - CFOJosh Jennings - Managing DirectorOfer Gonen - CEOConference Call ParticipantsJason Kreyer - Senior Research AnalystJeff Jones - Managing Director and Senior AnalystMichael Okunewitch - Senior Research AnalystScott Henry - Managing Director and Senior Research AnalystSwayampakula Ramakanth - Manag ...
Myers Industries(MYE) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
Myers Industries (NYSE:MYE) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsAaron Schapper - President and CEOMeghan Beringer - Senior Director of Investor RelationsSamantha Rutty - EVP and CFOWilliam Dezellem - Chief Investment OfficerConference Call ParticipantsChristian Zila - AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the Myers 2025 fourth quarter and full year results call. After today's prepared remarks, we will host a question and answer session ...
Capital Clean Energy Carriers Corp.(CCEC) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
Capital Clean Energy Carriers (NasdaqGS:CCEC) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsBrian Gallagher - Executive Vice President, Investor RelationsGerry Kalogiratos - CEOJonathan Chappell - Senior Managing DirectorLiam Burke - Managing DirectorNikos Tripodakis - Chief Commercial OfficerOmar Nokta - Managing DirectorConference Call ParticipantsAlexander Bidwell - Associate AnalystOperatorThank you for standing by, and welcome to the Capital Clean Energy Carriers Corp. fourth qua ...
flyExclusive(FLYX) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
flyExclusive (NYSEAM:FLYX) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsBrad Garner - CFOJim Segrave - Founder and CEONone - Company RepresentativeOperatorWelcome to the flyExclusive fourth quarter and full year 2025 earnings conference call. At this time, all participants are in listen-only mode. As a reminder, this conference call is being recorded. If anyone should require operator assistance, please press star 0 on your telephone keypad. It's now my pleasure to turn the call over ...
Stratasys(SSYS) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
Stratasys (NasdaqGS:SSYS) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsAlek Valero - Equity Research AssociateBrian Drab - Co-Group Head of IndustrialsEitan Zamir - CFOTroy Jensen - Managing DirectorYoav Zeif - CEOYonah Lloyd - Chief Communications Office and VP of Investor RelationsConference Call ParticipantsDanny Eggerichs - Equity Research AnalystJim Ricchiuti - Senior AnalystOperatorGood day, and welcome to today's conference call to discuss Stratasys fourth quarter and full yea ...
NCS Multistage(NCSM) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
NCS Multistage (NasdaqCM:NCSM) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsCorbin Woodhull - Managing Director and Global AdvisoryDave Storms - Director of Equity ResearchMike Morrison - CFORyan Hummer - CEOOperatorGood day, thank you for standing by. Welcome to the fourth quarter and full year 2025 NCS Multistage earnings conference call. At this time, all participants are in a listen only mode. After the speaker's presentation, we'll open up for questions. To ask a question during ...
Bioventus (BVS) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $158 million, a 3% increase compared to the prior year, with organic growth at 10% after adjusting for the Advanced Rehabilitation divestiture [23][24] - Adjusted EBITDA increased by $8 million to $37 million, representing a 30% increase year-over-year, with an Adjusted EBITDA margin of 23%, expanding by 490 basis points [24][27] - Cash flow from operations totaled $38 million, nearly doubling compared to the fourth quarter last year, contributing to a full-year cash flow increase of 92% [28] Business Line Data and Key Metrics Changes - In the pain treatments segment, revenue grew by 15% in Q4, driven by strong volume growth of DUROLANE and account wins [25] - Surgical solutions revenue grew by 3%, with Ultrasonics facing tough comparisons to prior year capital sales [25] - Restorative therapies revenue declined by 26% due to the divestiture, but organic growth was 10% excluding this impact, driven by strong performance from EXOGEN [26] Market Data and Key Metrics Changes - The international segment's revenue remained unchanged year-over-year, but organic growth was 10%, with an overall growth of 11% for the year [26] - The company expects to continue its positive momentum in international markets due to talent additions and improved commercial execution [26] Company Strategy and Development Direction - The company aims to accelerate revenue growth while strengthening earnings power and expanding capital allocation options through consistent growth in free cash flow [6][7] - In 2026, the company plans to invest approximately $13 million in growth drivers, including PNS, PRP, Ultrasonics, and international business [13][16] - The focus will be on driving above-market growth, expanding profitability, and strengthening cash flow, with an expected EBITDA margin of approximately 20% for 2026 [19][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's transformation and its ability to deliver above-market revenue growth while increasing investments in growth drivers [20][66] - The company anticipates earnings growth to outpace revenue growth, driven by strong gross margins and disciplined resource allocation [19][30] Other Important Information - The company has refinanced its term loan, enhancing liquidity and driving interest expense savings [12] - The company expects cash from operations to range between $82 million and $87 million in 2026, an increase of approximately 10%-17% [30] Q&A Session Summary Question: Growth contribution year-over-year from price and thoughts on GELSYN-3 and SUPARTZ FX - Management indicated that growth was primarily driven by volume, with DUROLANE leading performance [34][36] Question: Assumptions by segment for 2026 growth - Pain treatments are expected to see mid to high single-digit growth, while restorative therapies are projected to grow low to mid-single digits [38][39] Question: Tailwind from favorable order timing in Q4 - Management estimated that favorable order timing contributed approximately $2 million to growth in Q4 [46] Question: Learnings from the PNS pilot phase and confirmation of 200 basis point growth - Positive feedback was received on the technology's power and ease of use, and management reaffirmed the expectation of a minimum of 200 basis points growth from PNS and PRP [48][50]
Capital Clean Energy Carriers Corp.(CCEC) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
Capital Clean Energy Carriers (NasdaqGS:CCEC) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsBrian Gallagher - EVP of Investor RelationsJerry Kalogiratos - CEOJonathan Chappell - Senior Managing DirectorLiam Burke - Managing DirectorNikos Tripodakis - Chief Commercial OfficerOmar Nokta - Managing DirectorConference Call ParticipantsAlexander Bidwell - Associate AnalystOperatorThank you for standing by, and welcome to the Capital Clean Energy Carriers Corp. fourth quarter 2025 financial ...
Outbrain (OB) - 2025 Q4 - Earnings Call Transcript
2026-03-05 14:32
Teads (NasdaqGS:OB) Q4 2025 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsDavid Kostman - CEOJames Heaney - SVP of Equity ResearchJason Kiviat - CFOMatt Condon - Director of Equity ResearchNirali Jain - Managing Director, North AmericaConference Call ParticipantsLaura Martin - Senior AnalystZach Cummins - Senior Research AnalystOperatorGood day. Welcome to Teads' fourth quarter and full year 2025 earnings conference call. At this time, all participants are on a listen-only mode. A question an ...
Burlington Stores(BURL) - 2026 Q4 - Earnings Call Transcript
2026-03-05 14:32
Burlington Stores (NYSE:BURL) Q4 2026 Earnings call March 05, 2026 08:30 AM ET Company ParticipantsDana Telsey - CEO and Chief Research OfficerDavid Glick - Group SVP and TreasurerKristin Wolfe - EVP and CFOMichael O'Sullivan - CEOConference Call ParticipantsAdrienne Yih - Managing Director and Senior AnalystBrooke Roach - VP and Equity Research AnalystIke Boruchow - Managing Director and Senior Equity AnalystLorraine Hutchinson - Senior Retail AnalystMark Altschwager - Senior Research AnalystMatthew Boss - ...