Huntington Ingalls Industries (NYSE:HII) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsChristie Thomas - Head of Investor RelationsChristopher Kastner - President and CEODoug Harned - Managing DirectorMariana Pérez Mora - DirectorMyles Walton - Managing DirectorNoah Poponak - Managing Director of Aerospace and Defense Equity ResearchPete Skibitski - Director of Aerospace and Defense Equity ResearchScott Deuschle - Director of A&D Equity ResearchScott Mikus - Director of Aerospace, ...

Insight Enterprises (NasdaqGS:NSIT) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsJames Morgado - SVP of FinanceJoyce Mullen - CEORyan Miyasato - Director of Investor RelationsConference Call ParticipantsAdam Tindle - Managing Director and Senior Equity Research AnalystJoseph Cardoso - VP and Equity Research AnalystLuke Morrison - Equity Research AnalystVincent Colicchio - Managing Director and Senior Equity Research AnalystOperatorHello, everyone. Thank you for joining us, and wel ...

UGI (NYSE:UGI) Q1 2026 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsBob Flexon - President and CEOGabriel Moreen - Managing DirectorSean O’Brien - CFOTameka Morris - VP of Investor Relations and ESGConference Call ParticipantsPaul Zimbardo - Managing Director and Senior Equity Research Analyst on UtilitiesOperatorGood day, and thank you for standing by. Welcome to the UGI Corporation Q1 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the spea ...

FMC (NYSE:FMC) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsAndrew Sandifer - EVP and CFOCurt Brooks - Director of Investor RelationsEdlain Rodriguez - DirectorFrank Mitsch - PresidentHarris Fein - SVPPierre Brondeau - Chairman, CEO and PresidentVincent Andrews - Managing DirectorConference Call ParticipantsAleksey Yefremov - Managing Director and Equity Research AnalystJoel Jackson - Senior AnalystMatt De Yoe - Senior Equity Research AnalystMike Harrison - Managing Director and S ...

Huntington Ingalls Industries (NYSE:HII) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsChristie Thomas - Head of Investor RelationsChristopher Kastner - President and CEODoug Harned - Managing DirectorMariana Pérez Mora - DirectorMyles Walton - Managing DirectorNoah Poponak - Managing Director of Aerospace and Defense Equity ResearchPete Skibitski - Director of Aerospace and Defense Equity ResearchRobert Stallard - PartnerScott Deuschle - Director of A&D Equity ResearchScott Mikus ...

Financial Data and Key Metrics Changes - Overall revenue for Q4 2025 was $2 billion, a decrease of 1% year-over-year, primarily due to a 4% decline in product revenue, with on-prem software down 18% as clients shifted to cloud solutions [17][21] - Total gross profit increased by 9%, with gross margin expanding to 23.4%, an increase of 220 basis points [19][21] - Adjusted diluted earnings per share were $2.96, up 11%, while adjusted earnings from operations grew by 13% [17][21] Business Line Data and Key Metrics Changes - Cloud gross profit was $138 million, an increase of 11%, driven by growth in SaaS and Infrastructure as a Service [19] - Core services gross profit grew by 16% to $90 million, supported by acquisitions and organic growth [19] - Hardware gross profit increased by 1%, with hardware revenue up 2%, marking the fourth consecutive quarter of growth [19] Market Data and Key Metrics Changes - EMEA region saw a gross profit increase of 30%, driven by demand in UAE and Saudi Arabia [19] - The company reported strong growth in its core services business across all geographies, contributing to overall performance [8][19] Company Strategy and Development Direction - The company aims to simplify complexity for clients and deliver measurable outcomes through integrated solutions, focusing on cloud modernization, security, and AI adoption [18] - Recent acquisitions, including Inspire11 and Sekuro, are expected to enhance technical expertise and cross-sell opportunities [16][21] - The company is positioning itself as a leading AI-first solutions integrator, with a strong emphasis on technology consulting capabilities [9][18] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for 2026, anticipating subdued spending across the industry, particularly from corporate and large enterprise clients [17][18] - The macro environment remains complex, with ongoing supply chain dynamics and memory pricing impacting client investments [17][18] - The company expects to continue investing in cloud and AI areas to capture emerging opportunities [18] Other Important Information - The company increased its share repurchase authorization by $150 million, bringing the total to $299 million at year-end [23] - Total debt at the end of Q4 was approximately $1.4 billion, up from $900 million a year ago, primarily due to acquisitions and share repurchases [23][24] - The company has filed over 200 patent applications globally, with more than 70 patents issued to date, covering innovations in AI and machine learning [15] Q&A Session Summary Question: Guidance for 2026 and IT budgets - Management discussed the cautious approach to 2026 guidance, emphasizing the impact of market uncertainties and past performance on expectations [31][33] - IT budgets for large enterprises are expected to remain subdued, with a focus on preserving funds for AI transition [36][37] Question: Partner program changes impact - The impact of partner program changes was quantified at $70 million for the year, with expectations of a tail effect into 2026 [40][44] Question: AI data center opportunities - Management highlighted the complexity and potential for AI data center investments, indicating a significant growth vector for the business [51][53] Question: Memory cost and supply chain disruptions - Expectations of 10% to 25% increases in PC prices due to memory costs were discussed, along with the potential impact on customer spending [57][58]

Crown (NYSE:CCK) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsGeorge Staphos - Managing DirectorKevin Clothier - SVP and CFOMike Roxland - Managing Director and Equity ResearchPhilip Ng - Managing DirectorStefan Diaz - VP of Equity ResearchTim Donahue - Chairman, President and CEOTom Kelly - COOConference Call ParticipantsAnojja Shah - Equity Research AnalystAnthony Pettinari - Research AnalystArun Viswanathan - Senior Equity AnalystChris Parkinson - Senior Research AnalystEdlain ...

OneMain (NYSE:OMF) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsDouglas Shulman - Chairman and CEOJenny Osterhout - CFOJohn Hecht - Managing DirectorMoshe Orenbuch - Managing DirectorPeter Poillon - Head of Investor RelationsRicchard Shane - Managing DirectorConference Call ParticipantsArren Cyganovich - Research AnalystMark DeVries - Stock AnalystMihir Bhatia - Equity Research AnalystOperatorGood morning, everyone. Welcome to today's OneMain Financial fourth quarter 2025 earnings ...

Asbury Automotive Group (NYSE:ABG) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsChris Reeves - VP Finance and TreasurerDan Clara - COODaniela Haigian - VP of Equity ResearchDavid Hult - President and CEOMichael Welch - SVP and CFORajat Gupta - Equity Derivatives StructuringConference Call ParticipantsGlenn Chin - Senior Equity Analyst of AutomotiveJeff Lick - Managing Director and Research AnalystJohn Babcock - Stock AnalystMatthew Robb - AnalystOperatorGreetings and welcome to th ...

Maximus (NYSE:MMS) Q1 2026 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsBruce Caswell - President and CEODavid Mutryn - CFOConference Call ParticipantsBrian Gesuale - AnalystCharlie Strauzer - AnalystOperatorGreetings, and welcome to the Maximus Fiscal 2026 first quarter conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, pleas ...