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Cinemark(CNK) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Cinemark (NYSE:CNK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker9As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Chanda Brashears, Senior Vice President, Investor Relations. Thank you. You may begin.Speaker1Good morning, everyone, and thank you for joining us today to discuss our fourth quarter and full year 2025 results. Our earnings release, executive commentary, as well as our Form 10-K, were issued earlier this morning and are available on o ...
Charles River(CRL) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Charles River Laboratories (NYSE:CRL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker12I would now like to turn the conference over to your host, Todd Spencer, Vice President of Investor Relations. Please go ahead.Speaker14Good morning, and welcome to Charles River Laboratories' fourth quarter and full year 2025 earnings and 2026 guidance conference call and webcast. This morning, I am joined by Jim Foster, Chair, President, and Chief Executive Officer, Birgit Girshick, Executive Vice President ...
TFI International (TFII) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
TFI International (NYSE:TFII) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker9Good day, ladies and gentlemen. Thank you for standing by. Welcome to TFI International's fourth quarter 2025 earnings call. At this time, all participant lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. Callers will be limited to one question and one follow-up. Again, that's one question and one follow-up so that we can get to as many callers as possible. Furthe ...
Verisk(VRSK) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Verisk Analytics (NasdaqGS:VRSK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker11Good day everyone, and welcome to the Verisk fourth quarter 2025 earnings results conference call. This call is being recorded. Currently, all participants are in a listen-only mode. After today's prepared remarks, we will conduct a question and answer session where we will limit participants to one question so that we can allow everyone to ask a question. We will have further instructions for you at that time. For ...
Quad/Graphics(QUAD) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Quad/Graphics (NYSE:QUAD) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker4A slide presentation accompanies today's webcast, and participants are invited to follow along, advancing the slides themselves. To access the webcast, follow the instructions posted on the earnings release. Alternatively, you can access the slide presentation on the Investors section of Quad's website under the Events and Presentations link. After today's presentation, there will be an opportunity to ask questions. To ask ...
EnPro Industries(NPO) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Enpro (NYSE:NPO) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker5It's now my pleasure to turn the call over to your host, James Gentile, Vice President of Investor Relations for Enpro. Please go ahead, James.Speaker2Thanks, Kevin, and good morning, everyone. Thank you for joining us today as we review Enpro's fourth quarter and full year 2025 earnings results, and introduce our outlook for 2026. I will remind you that this conference call is being webcast at enpro.com, where you can find the pre ...
Travel + Leisure(TNL) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Travel + Leisure (NYSE:TNL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker9It is now my pleasure to introduce your host, Andrew Burns, Vice President, Investor Relations. Thank you. You may begin.Speaker0Thank you, Shamali. Good morning, everyone. Before we begin, I would like to remind you that our discussion today will include forward-looking statements. Actual results could differ materially from those indicated in the forward-looking statements, and the forward-looking statements made today ...
IAMGOLD(IAG) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
IAMGOLD (NYSE:IAG) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker4At this time, I would like to turn the conference call over to Graham Jennings, Investor Relations for IAMGOLD. Please go ahead, Mr. Jennings.Speaker2Thank you, operator, and welcome everyone to our conference call this morning. Joining us on the call are Renaud Adams, President, Chief Executive Officer, Maarten Theunissen, Chief Financial Officer, Bruno Lemelin, Chief Operating Officer, Annie Torquay Legacy, Chief Legal and Stra ...
Costamare(CMRE) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Financial Data and Key Metrics Changes - The company generated a net income of approximately $73 million for the fourth quarter and about $370 million for the entire year, with liquidity standing at $590 million [3][4] - Adjusted net income for 2025 was around $376 million or $3.12 per share, while adjusted net income for the quarter was about $72 million or $0.60 per share [4] Business Line Data and Key Metrics Changes - The company has forward-chartered 12 vessels with a TEU weighted average duration of 6 years, resulting in incremental contracted revenues of approximately $940 million [3][5] - Fleet deployment is currently at 96% for 2026 and 92% for 2027, with total contracted revenues reaching $3.4 billion and a remaining time charter duration of 4.5 years [3][5] Market Data and Key Metrics Changes - The charter market remains strong with high demand for tonnage and limited supply of vessels available for charter, as the added fleet is less than 1% [4][6] - Charter rates in the container market are at robust levels, indicating a fully employed market [6] Company Strategy and Development Direction - The company is focused on securing long-term cash flows from high-quality counterparties in a healthy market environment [3] - Investments in Neptune Maritime Leasing have exceeded $665 million, with 54 shipping assets funded or in commitment status [4] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's low leverage and prudent debt repayment strategy, indicating no immediate need for early debt prepayment [11] - The increase in deferred revenues is primarily an accounting treatment, and management emphasized focusing on cash revenue [12][16] Other Important Information - The company has agreed to pre- and post-delivery financing for all 6 newbuild vessels and has refinanced 2 container ships at a lower funding cost [5] Q&A Session Summary Question: Regarding debt repayment and investment expectations - Management indicated that the company has low leverage and does not see a need to prepay debt earlier than the original maturity, although refinancing may occur [11] Question: Amortization of deferred revenues - Management clarified that the increase in deferred revenues is mainly an accounting treatment related to charter hire fluctuations and should not be a concern, as cash revenue is the focus [12][16]
Ferroglobe(GSM) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Ferroglobe (NasdaqCM:GSM) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker5As a reminder, this conference call may be recorded. I would now like to turn the call over to Alex Rotonen, Ferroglobe's Vice President of Investor Relations. You may begin.Speaker0Good morning, everyone, and thank you for joining Ferroglobe's fourth quarter and full year 2025 conference call. Joining me today are Marco Levi, our Chief Executive Officer, and Beatriz García-Cos, our Chief Financial Officer. Before we get s ...