struction Partners(ROAD) - 2026 Q1 - Earnings Call Transcript
2026-02-05 16:02
Construction Partners (NasdaqGS:ROAD) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsGreg Hoffman - CFOJule Smith - CEONed Fleming - Executive ChairmanRick Black - Head of Investor RelationsConference Call ParticipantsAdam Thalhimer - AnalystAndrew Wittmann - AnalystEthan Trollinger - AnalystKathryn Thompson - AnalystNandita Nayar - AnalystOperatorWelcome to the Construction Partners first quarter earnings conference call. At this time, all participants are in a listen-only mode. A ...
American Superconductor (AMSC) - 2026 Q3 - Earnings Call Transcript
2026-02-05 16:02
American Superconductor (NasdaqGS:AMSC) Q3 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsDaniel McGahn - Chairman, President, and CEOJohn Kosiba - SVP, CFO, and TreasurerNicol Golez - Director of CommunicationsConference Call ParticipantsColin Rusch - AnalystEric Stine - AnalystJustin Clare - AnalystTim Moore - AnalystOperatorGood day, and welcome to the AMSC third quarter fiscal 2025 financial results conference call. All participants will be in listen-only mode. Should you need assi ...
MAA(MAA) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
Mid-America Apartment Communities (NYSE:MAA) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlexander Goldfarb - Managing DirectorAlexander Kim - Equity Research Senior AssociateAndrew Schaeffer - Senior Vice President, Treasurer and Director of Capital MarketsAnnie Zhang - AssociateBrad Heffern - DirectorBrad Hill - President and CEOBuck Horne - Managing DirectorClay Holder - EVP and CFOEric Wolfe - DirectorHaendel St. Juste - Managing DirectorJamie Feldman - Managing Director, Hea ...
MAA(MAA) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
Mid-America Apartment Communities (NYSE:MAA) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlexander Goldfarb - Managing DirectorAlexander Kim - Equity Research Senior AssociateAndrew Schaeffer - Senior Vice President, Treasurer and Director of Capital MarketsAnne Chang - Equity Research AssociateBrad Heffern - DirectorBrad Hill - President and CEOBuck Horne - Managing DirectorClay Holder - EVP and CFOEric Wolfe - DirectorHaendel St. Juste - Managing DirectorJamie Feldman - Managin ...
Ladder Capital(LADR) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
Ladder Capital (NYSE:LADR) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBrian Harris - CEOGabe Poggi - Managing DirectorPamela McCormack - PresidentPaul Miceli - CFOConference Call ParticipantsJade Rahmani - Managing Director and Equity Research AnalystSteve Delaney - Managing Director and Senior Equity Research AnalystTimothy D'Agostino - Equity Research AnalystOperatorGood morning, and welcome to Ladder Capital Corp's earnings call for the fourth quarter of 2025. As a reminder, ...
The RMR Group(RMR) - 2026 Q1 - Earnings Call Transcript
2026-02-05 16:02
The RMR Group (NasdaqCM:RMR) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAdam Portnoy - President and CEOBryan Maher - Senior Vice PresidentMatt Jordan - EVP and COOMatthew Brown - EVP and CFOMitch Germain - Managing Director in Real Estate ResearchConference Call ParticipantsJohn Massocca - Senior Research AnalystOperatorGood morning, and welcome to The RMR Group Fiscal First Quarter 2026 earnings conference call. All participants will be in listen-only mode. Should you need ass ...
East Properties(EGP) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
EastGroup Properties (NYSE:EGP) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBrent Wood - EVP and COOMarshall Loeb - CEOMichael Griffin - DirectorReid Dunbar - PresidentStaci Tyler - EVP and CFOConference Call ParticipantsAlexander Goldfarb - Managing Director and Senior Equity Research AnalystBlaine Heck - AnalystBrendan Lynch - VP and Senior Research AnalystCraig Mailman - VP and Equity Research AnalystEric Borden - Senior Associate and Equity AnalystJessica Zheng - AnalystMike ...
Kimball Electronics(KE) - 2026 Q2 - Earnings Call Transcript
2026-02-05 16:02
Kimball Electronics (NasdaqGS:KE) Q2 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAndy Regrut - VP of Investor Relations, Strategic Development, and TreasurerJana Croom - CFOMike Crawford - Senior Managing Director and Head, Discovery GroupRic Phillips - CEOConference Call ParticipantsAnja Soderstrom - Senior Equity Research AnalystDerek Soderberg - Director, Senior Equity Research AnalystMax Michaelis - Equity Research AnalystOperatorGood morning, ladies and gentlemen, and welcome t ...
Patrick Industries(PATK) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
Patrick Industries (NasdaqGS:PATK) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAndy Nemeth - CEOJeff Rodino - PresidentMatthew Filer - CFOSteve O'Hara - VP of Investor RelationsConference Call ParticipantsCraig Kennison - AnalystDaniel Moore - AnalystJack Weisberger - AnalystJoe Altobello - AnalystMike Albanese - AnalystNoah Zatzkin - AnalystTristan Thomas-Martin - AnalystOperatorGood morning, ladies and gentlemen, and welcome to Patrick Industries' Q4 2025 Earnings Conference Ca ...
Real Matters (OTCPK:RLLM.F) 2026 Extraordinary General Meeting Transcript
2026-02-05 16:02
Summary of Real Matters 2026 Extraordinary General Meeting Company Overview - **Company**: Real Matters (OTCPK:RLLM.F) - **Meeting Date**: February 05, 2026 - **Key Participants**: Gary Foster (Board Chair), Brian Lang (CEO), Rodrigo Pinto (CFO), Lynn Beauregard (VP, Investor Relations), Jay Greenspoon (General Counsel) Core Points and Arguments Financial Performance - **Consolidated Revenues**: Reported at $169.7 million for fiscal 2025 [17] - **Net Revenue**: Decreased to $44.7 million from $46.4 million in fiscal 2024 [18] - **Adjusted EBITDA**: Loss of $3.2 million compared to a positive $1.9 million in the prior year, attributed to strategic investments in technology and sales [18] - **Cash Position**: Exceeded $40 million with no outstanding debt, indicating strong financial discipline [18] Market Dynamics - **US Mortgage Market**: Currently, 13 million mortgages have interest rates above 6%, indicating a shift towards normalized market conditions [19] - **Refinance Candidates**: A substantial pool exists, which could drive volume growth in the coming years [20] - **Market Share Expansion**: Launched 29 new clients in US Appraisal and US Title segments since the peak of the mortgage market in 2022 [21] Strategic Roadmap - **Target Operating Model**: Aims for $50-$65 million in Adjusted EBITDA from the U.S. appraisal segment and $30-$45 million from the U.S. title business [22] - **Focus Areas**: Client acquisition, market share growth, and performance improvement are prioritized to achieve financial objectives [22] Long-term Vision - **Data Monetization**: Plans to monetize data in new verticals to expand addressable markets and mitigate cyclicality [20] - **Competitive Position**: Confidence in maintaining a competitive edge through performance equity and client relationships [19] Important but Overlooked Content - **Voting Procedures**: Each shareholder entitled to one vote per common share; 996 holders represented 50,301,271 shares, constituting 67.75% of issued shares [4] - **External Auditor**: Deloitte LLP appointed as external auditor, having served since 2012 [10] - **Equity Incentive Plan Amendment**: Transition from a fixed share reserve to an evergreen reserve equal to 7% of issued shares approved [11][15] Conclusion - The meeting concluded with no questions from shareholders, and the management expressed gratitude for the support from clients and shareholders [25]