Toll Brothers (NYSE:TOL) Q1 2026 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDouglas Yearley - CEOGregg Ziegler - CFOJames McCanless - equity research analystKarl Mistry - Executive Vice PresidentRanda Shaw - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsAlan Ratner - Equity Research AnalystAlex Barron - Equity Research AnalystChris Dendrinos - Vice President and Equity Research AnalystJohn Lovallo - Equity Research AnalystMichael Rehaut - Equity Resea ...

Ternium (NYSE:TX) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsCarlos De Alba - MdHenrique Marquez - VPMáximo Vedoya - CEOPablo Brizzio - CFOSebastián Martí - Global Investor Relations and Compliance Senior DirectorTimna Tanners - MdConference Call ParticipantsJohn Brandt - Senior Equity Research AnalystKyle Graeter - Equity Research AnalystRafael Barcellos - Research AnalystOperatorThank you. I'd now like to turn the call over to Sebastián Martí. Please go ahead.Sebastián MartíGo ...

Charles River Laboratories (NYSE:CRL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBirgit Girshick - EVP and COOCasey Woodring - VP, Equity ResearchDave Windley - Managing DirectorElizabeth Anderson - Senior Managing DirectorEric Coldwell - Managing DirectorJames Foster - Chair, President and CEOLuke Sergott - Director - Healthcare Equity ResearchMichael Knell - VP and Chief Financial OfficerMichael Ryskin - Managing DirectorTodd Spencer - VP of Investor RelationsConference Call P ...

Toll Brothers (NYSE:TOL) Q1 2026 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDouglas Yearley - CEOGregg Ziegler - CFOJames McCanless - equity research analystKarl Mistry - Executive Vice PresidentRanda Shaw - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsAlan Ratner - Equity Research AnalystAlex Barron - Equity Research AnalystChris Dendrinos - Vice President and Equity Research AnalystJohn Lovallo - Equity Research AnalystMichael Rehaut - Equity Resea ...

Genco Shipping & Trading (NYSE:GNK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsJohn C. Wobensmith - Chairman and CEOPeter Allen - CFOConference Call ParticipantsChris Robertson - VP and Senior Equity Research AnalystLiam Burke - Managing Director and Senior Equity Research AnalystMichael Orr - Dry Bulk Market AnalystOmar Nokta - Managing Director and Lead Shipping AnalystSharif Al-Mograbi - Senior AnalystOperatorGood morning, ladies and gentlemen, and welcome to the Genco Shippi ...

LCI Industries (NYSE:LCII) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDaniel Moore - Partner and Director of ResearchJason Lippert - President and CEOKevin Condon - Vice President and Senior Equity Research AssociateLillian Etzkorn - CFOConference Call ParticipantsBrandon Roll`e - Managing Director and Senior Equity Research AnalystBret Jordan - Managing Director and Senior Equity Research AnalystJoe Altobello - Managing Director and Senior Equity Research AnalystMike Albanese - ...

Financial Data and Key Metrics Changes - In Q4 2025, net sales were $631 million, a decrease of 5.7% compared to Q4 2024, excluding the divestiture of European operations [24] - For the full year 2025, net sales were $2.4 billion, a 4.8% decline compared to 2024, also excluding the European divestiture [24] - Adjusted EBITDA for Q4 2025 was $55 million, down from $63 million in Q4 2024, while full-year adjusted EBITDA was $196 million, compared to $224 million in 2024 [26] - Adjusted diluted earnings per share for Q4 2025 was $0.36, consistent with Q4 2024, while full-year adjusted diluted earnings per share increased by 19% to $1.01 [26] Business Line Data and Key Metrics Changes - Targeted print categories, including direct mail and packaging, experienced net sales growth, while traditional print product lines like magazines and catalogs saw declines [4][25] - The QuadMed employer-sponsored healthcare business also showed revenue increases, offsetting declines in logistics and agency sales [25] Market Data and Key Metrics Changes - The company reported a significant increase in co-mail volumes by over 50%, enhancing carrier route density levels and achieving postal savings [57] - The postal service is expected to implement a mid-year rate increase of 6%-8%, which could impact marketing spend [80] Company Strategy and Development Direction - The company is focused on revenue diversification and has made targeted investments in artificial intelligence to drive efficiency and effectiveness in marketing solutions [4][19] - Quad aims to return to net sales growth by 2028, with a strategic emphasis on integrated marketing solutions and targeted print offerings [4][42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the operating environment, noting increased confidence among clients and a potential for reinvestment [75] - The company is closely monitoring inflationary pressures and postal rate increases, which could affect marketing spend [40] Other Important Information - The company increased its quarterly dividend by 33% to $0.10 per share, reflecting a commitment to shareholder returns [5][31] - A significant transition in the manufacturing network was announced, with the closure of a plant in Thomaston, Georgia, expected to be completed by early March [22] Q&A Session Summary Question: Insights on direct mail performance and future trends - Management clarified the distinction between direct mail as a product and the direct marketing agency, emphasizing the importance of personalized, data-driven approaches to enhance response rates [47][48] Question: Impact of postal rate increases on catalogs - Management noted that while catalogs have been responsive, the significant increases in postal rates have led to further declines in catalog usage, particularly in prospecting mailings [56] Question: Updates on In-Store Connect and future deployments - Management indicated that there has been an acceleration in conversations and opportunities regarding In-Store Connect, with plans for further rollouts [60] Question: Factors influencing 2026 sales and Adjusted EBITDA guidance - Management highlighted that postal impacts and the momentum in targeted print categories will influence the sales trend, with expectations for improved margins as the revenue mix evolves [66][67] Question: Capital allocation strategy moving forward - Management confirmed a balanced approach to capital allocation, focusing on shareholder returns, potential tuck-in acquisitions, and growth investments [68][69]

Fiverr (NYSE:FVRR) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsMali Greenstein - VP of Investor RelationsMicha Kaufman - Founder and CEOOfer Katz - President and CFOConference Call ParticipantsBernie McTernan - AnalystEric Sheridan - Equity Research AnalystMarvin Fong - Equity Research AnalystMatthew Condon - AnalystNat Schindler - Senior AnalystRohit Kulkarni - Equity Research AnalystRonald Josey - Equity Research AnalystNone - AnalystNone - AnalystNone - AnalystOperator``Please ...

Genco Shipping & Trading (NYSE:GNK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsJohn C. Wobensmith - Chairman and CEOPeter Allen - CFOConference Call ParticipantsChris Robertson - VP and Senior Equity Research AnalystLiam Burke - Managing Director and Senior Equity Research AnalystMichael Orr - Dry Bulk Market AnalystOmar Nokta - Managing Director and Lead Shipping AnalystSharif Al-Mograbi - Senior AnalystOperatorGood morning, ladies and gentlemen, and welcome to the Genco Shippi ...

Element Solutions (NYSE:ESI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBen Gliklich - CEOBhavesh Lodaya - US Chemicals Equity ResearchCarey Dorman - CFOFrank Mitsch - PresidentJosh Spector - Director of Equity ResearchVarun Gokarn - VP of Strategy and IntegrationConference Call ParticipantsAleksey Yefremov - Managing Director and Equity Research AnalystChris Parkinson - Managing Director and Senior Research AnalystDuffy Fischer - Chemicals Equity Research AnalystJohn Roberts - ...