National Energy Services Reunited (NasdaqCM:NESR) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsBlake Gendron - VP of Investor RelationsDerek Podhaizer - Director of Equity ResearchJeff Robertson - Managing Director of Natural ResourcesJosh Silverstein - Managing DirectorSherif Elmaghrabi - VP of Equity ResearchSherif Foda - Chairman and CEOStefan Angeli - CFOConference Call ParticipantsDavid Anderson - Senior Equity AnalystSaurabh Pant - Director of Equity Research AnalystTate Sul ...

HIVE Digital Technologies (NasdaqCM:HIVE) Q3 2026 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsAydin Kilic - CEODarcy Daubaras - CFOFrank Holmes - Executive ChairmanGareth Gacetta - Equity Research AssociateNathan Fast - Director of Marketing and BrandingConference Call ParticipantsDarren Aftahi - Managing Director and Senior Research AnalystFedor Shabalin - Equity Research AnalystMichael Grondahl - Head of Equity Research and Senior Research AnalystNathan FastHello, and welcome to today' ...

Summary of Hapag-Lloyd and ZIM Merger Conference Call Industry and Companies Involved - **Industry**: Container Shipping - **Companies**: Hapag-Lloyd and ZIM Core Points and Arguments 1. **Merger Agreement**: Hapag-Lloyd signed a merger agreement to acquire 100% of ZIM shares for $35 per share, totaling $4.2 billion, which is a significant premium over ZIM's recent closing price [2][4] 2. **Strategic Positioning**: The merger aims to secure Hapag-Lloyd's position among the top five global shipping companies, increasing its fleet to over 400 vessels with a capacity exceeding 3 million TEUs [3][10] 3. **Synergies**: Expected synergies from the merger are estimated at up to EUR 500 million, primarily from network and procurement efficiencies, to be realized within a few years [3][9] 4. **Regulatory Approval**: The merger requires approval from ZIM's general meeting and various Israeli ministries, as well as antitrust authorities, with an expected closing date in 2026 [4][17] 5. **ZIM's Profile**: ZIM operates over 100 modern ships, with a capacity of around 700,000 TEUs, and has a strong customer base and market position [5][6] 6. **Fleet Composition**: Post-merger, Hapag-Lloyd's fleet will have a higher percentage of chartered vessels, which is seen as beneficial for flexibility in uncertain market conditions [37] 7. **Financial Strength**: Hapag-Lloyd plans to fund the acquisition primarily from its liquidity reserve of approximately $7.5 billion, with a bridge financing facility of up to $2.5 billion [21][22] 8. **Market Outlook**: The industry is expected to grow by 6.5% in 2024 and close to 5% in 2025, which supports the merger's rationale despite potential market fluctuations [27][28] 9. **Integration and Brand Strategy**: ZIM will operate under a new independent brand managed by FIMI Opportunity Funds, while Hapag-Lloyd will integrate the majority of ZIM's operations into its own brand [20][40] Other Important Content 1. **Employee Skills**: The merger is expected to enhance Hapag-Lloyd's talent pool by integrating ZIM's skilled workforce [16][8] 2. **Long-term Strategy**: Hapag-Lloyd aims to remain a pure play container carrier, and the merger aligns with this strategy by enhancing its trade portfolio and operational scale [6][10] 3. **Synergy Realization Timeline**: The realization of synergies is projected to be 65% in the first year, 90% in the second year, and 100% by the third year [14][41] 4. **Contractual Obligations**: Hapag-Lloyd will honor existing contracts with other carriers, including VSAs, during the integration process [39][41] 5. **Market Positioning**: The combined entity will be closer to the top four competitors in the market, enhancing its competitive position [10][12] This summary encapsulates the key points discussed during the conference call regarding the merger between Hapag-Lloyd and ZIM, highlighting the strategic, financial, and operational implications of the transaction.

Rockwell Automation (NYSE:ROK) 2026 Conference February 17, 2026 08:00 AM ET Company ParticipantsAndrew Kaplowitz - Managing Director and U.S. Industrial Sector HeadBlake Moret - Chairman and CEOMatheus Bulho - SVP of Software and ControlConference Call ParticipantsNone - AnalystAndrew KaplowitzWelcome to Citi's 2026 Global Industrial Tech & Mobility Conference. I think we've got a great slate for you. We've got over 160 companies this year. I'm Andy Kaplowitz, Citigroup's Multi-Industry and Industrial Anal ...

Leidos (NYSE:LDOS) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsChris Cage - EVP and CFOColin Canfield - DirectorGavin Parsons - Director or Aerospace and Defense Equity ResearchKen Herbert - Managing DirectorScott Mikus - DirectorSeth Seifman - Executive DirectorStuart Davis - VP of Investor RelationsThomas Bell - CEOTobey Sommer - Managing DirectorConference Call ParticipantsGautam Khanna - AnalystGreg Konrad - AnalystJohn Godden - AnalystJonathan Siegman - AnalystOperatorBe adv ...

Medtronic (NYSE:MDT) Q3 2026 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsGeoff Martha - Chairman and CEOIngrid Goldberg - VP and Head of Investor RelationsThierry Piéton - EVP and CFOConference Call ParticipantsChris Pasquale - Equity Research AnalystChris Pasquale - Partner and Senior Analyst of Medical Devices and SuppliesDanielle Antalffy - Equity Research Analyst of Medical Devices and SuppliesJoanne Wuensch - Managing Director and Senior Equity Research Analyst of Medical Technology ...

Teva Pharmaceutical Industries (NYSE:TEVA) Update / briefing February 17, 2026 08:00 AM ET Company ParticipantsChristopher Stevo - SVP of Investor RelationsEric Hughes - CMOGlenn Santangelo - Managing DirectorJason Gerberry - Managing DirectorMatt Dellatorre - Vice PresidentRichard Francis - CEOUmair Rafat - Senior Managing DirectorConference Call ParticipantsAsh Verma - Stock AnalystDavid Amsellem - Senior Research AnalystDennis Ding - Stock AnalystLes Salewski - Stock AnalystLouise Chen - Wall Street Anal ...

Financial Data and Key Metrics Changes - Adjusted EBITDA margin reached 31%, the highest on record, while operating margin was 17%, representing the second strongest annual performance in the company's history [7] - Total revenue for 2025 was $5.4 billion, a 2% increase over 2024, excluding extraordinary non-recurring items [19] - Adjusted EBITDA for the full year reached $1.7 billion with a 31% margin, and for the fourth quarter, it was $502 million with a margin of 35%, the highest quarterly EBITDA on record [20][21] Business Line Data and Key Metrics Changes - Passenger revenue for the full year declined 4.4% year-over-year, but in the fourth quarter, it increased by 4.3% year-over-year [13][14] - Premium revenue now represents approximately 42% of total revenues, nearly 17 points above pre-pandemic levels [10] Market Data and Key Metrics Changes - Demand strengthened in the second half of 2025, particularly in the last quarter, supported by improving traffic trends across both domestic and international markets [7] - The European market showed particularly strong performance in the fourth quarter, with passenger unit revenue up 5% year-over-year in the U.S. portfolio [14] Company Strategy and Development Direction - The company plans to grow capacity around 4% with a disciplined approach, focusing on resilient markets and prioritizing profitability [10] - Aeroméxico is selectively expanding its long-haul network, launching new routes to Barcelona and Paris [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate changes and capture opportunities, expecting to build on the momentum generated in the second half of 2025 [9] - The Mexican economy is expected to grow between 1.2% and 1.5% in 2026, with revenue growth projected in the range of 7.5%-9.5% [24] Other Important Information - The company maintained industry-leading reliability and was recognized as the world's most on-time airline for 2025 [8] - Aeroméxico returned over $200 million to shareholders through capital disbursements in 2025, demonstrating a commitment to delivering shareholder value [23] Q&A Session Summary Question: Demand impacts related to FX and purchasing power dynamics in Mexico - Management noted that a stronger Mexican peso typically leads to increased demand for travel, with a quick response in booking trends [29][31] Question: Opportunities for deleveraging the business - Management indicated that the primary opportunity for deleveraging comes from the present value of leases, with expectations of lower leverage through higher EBITDA and amortization of lease debt [33][35] Question: Sale of MRO joint venture and its impact on P&L - The MRO facility was sold to a third party, resulting in a profit of $71 million, with minimal impact on maintenance expenses due to existing commercial agreements [40][42] Question: Regulatory situation regarding U.S. routes from Mexico City - Management confirmed that new routes cannot be added until the U.S. government lifts restrictions, but noted that existing capacity has grown significantly in recent years [65][66] Question: Guidance assumptions for FX and jet fuel prices - The company assumes an average exchange rate of around 18.3 pesos per dollar and a jet fuel price of approximately $69 per barrel for guidance [58][59] Question: Premium revenue growth expectations - Management expects continued growth in premium revenue, driven by consumer demand for better experiences and improved sales strategies [79]

Enlight Renewable Energy (NasdaqGS:ENLT) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsAdi Leviatan - CEOItay Benayan - Chief Corporate Development OfficerJared McKee - CEOLimor Zohar-Megan - Director of Investor RelationsMark Strouse - Executive DirectorMike McNulty - Equity Research AssociateNir Yehuda - CFOConference Call ParticipantsJustin Lars Clare - Managing Director and Senior Research AnalystMaheep Mandloi - Director and Lead Analyst of Clean Energy and RenewablesOperatorG ...

Leidos (NYSE:LDOS) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsChris Cage - EVP and CFOColin Canfield - DirectorGavin Parsons - Director or Aerospace and Defense Equity ResearchKen Herbert - Managing DirectorScott Mikus - DirectorSeth Seifman - Executive DirectorStuart Davis - VP of Investor RelationsThomas Bell - CEOTobey Sommer - Managing DirectorConference Call ParticipantsGautam Khanna - AnalystGreg Konrad - AnalystJohn Godden - AnalystJonathan Siegman - AnalystOperatorBe adv ...