Banco Santander-Chile (NYSE:BSAC) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker4Ladies and gentlemen, thank you for standing by, and I'd like to welcome you to Banco Santander-Chile's fourth quarter 2025 earnings conference call on the 5th of February, 2026. Please note that at this point all participant lines are in listen-only mode. After the call there'll be an opportunity to ask questions. So with this I'll now like to pass the line to Patricia Pérez, the Chief Financial Officer. Please go ...

Crown (NYSE:CCK) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker9Thank you for standing by. The conference will begin momentarily. Until such time, you will hear music. Thank you, and please continue to stand by. Thank you for standing by. The conference will begin momentarily. Until such time, you will hear music. Thank you, and please continue to stand by. Good morning and welcome to Crown Holdings Fourth Quarter 2025 conference call. Your lines have been placed on a listen-only mode until the ...

European Central Bank (:) Update / briefing February 05, 2026 08:45 AM ET Company ParticipantsAlex Weber - ReporterAnnette Weisbach - ReporterAude Kersulec - JournalistChelsey Dulaney - ReporterChristine Lagarde - PresidentFrancesco Canepa - Senior European Economics CorrespondentOlaf Storbeck - Frankfurt Bureau ChiefStefan Reccius - ECB WatcherWolfgang Proissl - Director General CommunicationsWolfgang ProisslGood afternoon, and welcome to our press conference with President Lagarde and Vice President de Gu ...

The Hershey Company (NYSE:HSY) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAnoori Naughton - VP of Investor RelationsJohn Baumgartner - Managing Director of Equity Research in Food and Healthy LivingKirk Tanner - CEOSteve Voskuil - SVP and CFOConference Call ParticipantsBingqing Zhu - Equity Research Analyst of Consumer StaplesChris Carey - Equity Analyst and Head of Consumer Staples ResearchOperatorGreetings and welcome to The Hershey Company fourth quarter 2025 question and ans ...

AllianceBernstein (NYSE:AB) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsIoanis Jorgali - Head of Investor RelationsOnur Erzan - PresidentSeth Bernstein - CEOTom Simeone - CFOConference Call ParticipantsBenjamin Budish - Senior Equity AnalystJohn Dunn - Managing Director and Senior Equity Research AnalystNone - AnalystOperatorThank you for standing by, and welcome to the AllianceBernstein Fourth Quarter 2025 Earnings Review. At this time, all participants are in a listen-only mode ...

Intercontinental Exchange (NYSE:ICE) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAshish Sabadra - Managing DirectorBen Jackson - PresidentChris Edmonds - President of Fixed Income and Data ServicesCraig Siegenthaler - Managing DirectorDan Fannon - Managing DirectorJeffrey Sprecher - Chair and CEOSimon Clinch - Managing Director and the Head of Financials ResearchSteve Egerton - Head of Investor RelationsWarren Gardiner - CFOConference Call ParticipantsAlex Kramm - Managing Direct ...

ITT (NYSE:ITT) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsEmmanuel Caprais - CFOLuca Savi - CEOMark Macaluso - VP of Investor RelationsConference Call ParticipantsAmit Mehrotra - AnalystJeffrey Hammond - Managing Director and Senior Research AnalystJoseph Giordano - Managing Director and AnalystMatthew Somerville - Managing Director and Senior Research AnalystMichael Halloran - Managing Director and Senior Research AnalystNathan Jones - AnalystSabrina Abrams - AnalystVladimir By ...

Alico (NasdaqGS:ALCO) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBrad Heine - CFOGerry Sweeney - Managing DirectorJohn Kiernan - President and CEOJohn Mills - Managing PartnerOperatorPlease stand by. Your meeting is about to begin. Good morning, and welcome to Alico's First Quarter 2026 earnings call. Currently, all participants are in a listen-only mode. As a reminder, today's call is being recorded. I would now like to turn the call over to your host, John Mills, Managing Part ...

Rockwell Automation (NYSE:ROK) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAijana Zellner - VP of Investor Relations and Market StrategyAndrew Kaplowitz - Managing DirectorBlake Moret - Chairman and CEOChris Snyder - Executive DirectorChristian Rothe - CFONigel Coe - Managing DirectorScott Davis - Chairman and CEOSteve Tusa - Managing DirectorTommy Moll - Managing DirectorConference Call ParticipantsAndrew Buscaglia - Senior AnalystJulian Mitchell - Equity Research AnalystOperato ...

Financial Data and Key Metrics Changes - The company's backlog reached a record of $5.5 billion, reflecting a significant increase in U.S. contracting activity driven by the One Big Beautiful Bill Act and rising demand forecasts [7][8] - Q1 2026 revenue was $475 million, representing 14% of the full-year guidance and nearly double the 18% of full-year 2025 revenue earned during Q1 2025 [16] - Adjusted gross profit for the quarter was $27 million, with an adjusted gross margin of 5.6%, below the full-year expectation of 11%-13% [16][17] - Total liquidity at the end of the quarter was approximately $1.1 billion, including $477 million in cash and $617 million available through credit facilities [19] Business Line Data and Key Metrics Changes - The company signed over $750 million of new orders globally during Q1, with more than $500 million from the U.S., indicating strong growth from prior quarters [8][9] - The pipeline increased by approximately $7 billion, or 30%, with the majority of growth coming from the U.S. market [9][22] - The company is seeing growing demand from new customer segments, particularly data centers, with discussions covering 36 GWh of projects [10][11] Market Data and Key Metrics Changes - The U.S. market is expected to represent about half of the total order growth for the year, consistent with previous patterns [8][9] - The company is experiencing an evolution in how customers use battery storage, with new applications emerging from large energy users such as data centers [11][12] Company Strategy and Development Direction - The company is focused on expanding its domestic content strategy and enhancing its supply chain to support growth [12][14] - The management is optimistic about the future of the battery storage market in the U.S., citing a significant opportunity for growth driven by the conversion of EV battery lines into battery energy storage systems (BESS) [31][71] - The company aims to maintain a competitive edge through disciplined execution and innovation, with a focus on meeting customer needs [22][68] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed the fiscal 2026 guidance, supported by greater revenue visibility and confidence in execution [8][20] - The company expects continued margin improvement driven by strong execution, supply chain advantages, and innovation as energy storage demand grows [18][21] - Management expressed confidence in recovering additional costs incurred during the quarter, primarily related to two specific projects outside the U.S. [17][50] Other Important Information - The company successfully resolved two pending legal matters, including a settlement related to the Moss Landing incident and a court dismissal of a $230 million claim related to the Diablo Canyon project [15] - The domestic supply chain is performing well, with cell and module production ahead of schedule and a diversified supplier base enhancing flexibility and cost competitiveness [12][14] Q&A Session Summary Question: Clarification on ASC ownership and resolution - Management emphasized that the main objective with ASC is to ensure access to PFE-compliant cells at competitive terms, and they are confident in ASC's ability to resolve ownership issues without company involvement [28][29] Question: Competitive environment and data center opportunities - Management noted that while competition is present, the landscape has diversified, and they remain optimistic about the U.S. market's growth potential [33][35] Question: Data center pipeline conversion and timing - Management indicated that none of the new data center projects have been converted to backlog yet, but they expect some movement in the second half of the year [42][44] Question: Incremental costs and recovery plans - Management explained that the $20 million in additional costs were due to scope changes in two non-U.S. projects, and they plan to recover these costs through contracts with customers [47][50] Question: Margin pressures and competitive landscape - Management confirmed that they do not foresee major changes in competitiveness or tariffs affecting their outlook for 2026 [55][58] Question: Vertical integration and M&A opportunities - Management stated that they do not see a strong need for vertical integration at this time, as they can work effectively with contracted manufacturers [114]