Cantaloupe (NasdaqGS:CTLP) FY 2025 Annual General Meeting November 19, 2025 11:00 AM ET Company ParticipantsRavi Venkatesan - CEOOperatorToday, and welcome to the Cantaloupe 2026 Annual Meeting of Shareholders. I would now like to turn the conference over to Ravi Venkatesan, Chief Executive Officer. Please go ahead.Ravi VenkatesanThank you. Good morning, ladies and gentlemen. Welcome to Cantaloupe's 2026 Annual Meeting of Shareholders. I'm Ravi Venkatesan, Cantaloupe's Chief Executive Officer, a member of t ...

Powell Industries (NasdaqGS:POWL) Q4 2025 Earnings Call November 19, 2025 11:00 AM ET Company ParticipantsMike Metcalf - CFOBrett Cope - Chairman and CEORyan Coleman - Head of Investor RelationsConference Call ParticipantsChip Moore - AnalystJohn Braatz - AnalystJohn Franzreb - AnalystOperatorWelcome to the Powell Industries Earnings Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star then zero on your teleph ...

Star Bulk Carriers (NasdaqGS:SBLK) Q3 2025 Earnings Call November 19, 2025 11:00 AM ET Company ParticipantsCharis Plakantonaki - Chief Sustainability OfficerNicos Rescos - COOHamish Norton - VPSimos Spyrou - Co-CFOConstantinos Simantiras - Head of Market AnalysisChristos Begleris - Co-CFOPetros Pappas - CEOConference Call ParticipantsChris Robertson - Equity Research Analyst VPOmar Nokta - Equity AnalystOperatorThank you for standing by, ladies and gentlemen, and welcome to the Star Bulk Carriers Conference ...

TJX Companies (NYSE:TJX) Q3 2026 Earnings Call November 19, 2025 11:00 AM ET Company ParticipantsDeb Dolce - Senior Vice President and Head of MarketingPaul Lejuez - Managing Director and Head of Consumer Discretionary ResearchBrooke Roach - Vice President of Equity ResearchErnie Herrman - President and CEOJohn Klinger - CFOConference Call ParticipantsMark Altschwager - Retail Stock AnalystJay Sole - Managing Director and Senior Retail AnalystMichael Binetti - Senior Managing Director and Fundamental Resear ...

Powell Industries (NasdaqGS:POWL) Q4 2025 Earnings Call November 19, 2025 11:00 AM ET Company ParticipantsMike Metcalf - CFOBrett Cope - Chairman and CEORyan Coleman - Head of Investor RelationsConference Call ParticipantsChip Moore - AnalystJohn Braatz - AnalystJohn Franzreb - AnalystOperatorWelcome to the Powell Industries Earnings Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star then zero on your teleph ...

TJX Companies (NYSE:TJX) Q3 2026 Earnings Call November 19, 2025 11:00 AM ET Company ParticipantsDeb Dolce - Senior Vice President and Head of MarketingPaul Lejuez - Managing Director and Head of Consumer Discretionary ResearchBrooke Roach - Vice President of Equity ResearchErnie Herrman - President and CEOJohn Klinger - CFOConference Call ParticipantsMark Altschwager - Retail Stock AnalystJay Sole - Managing Director and Senior Retail AnalystMichael Binetti - Senior Managing Director and Fundamental Resear ...

Star Bulk Carriers (NasdaqGS:SBLK) Q3 2025 Earnings Call November 19, 2025 11:00 AM ET Company ParticipantsCharis Plakantonaki - Chief Sustainability OfficerNicos Rescos - COOHamish Norton - VPSimos Spyrou - Co-CFOConstantinos Simantiras - Head of Market AnalysisChristos Begleris - Co-CFOPetros Pappas - CEOConference Call ParticipantsChris Robertson - Equity Research Analyst VPOmar Nokta - Equity AnalystOperatorThank you for standing by, ladies and gentlemen, and welcome to the Star Bulk Carriers Conference ...

Financial Data and Key Metrics Changes - The company reported that as of the record date, there were 73,391,758 shares of common stock and 385,282 shares of Series A convertible preferred stock entitled to vote, with 73.6% of the company's voting power represented at the meeting [5][9]. Business Line Data and Key Metrics Changes - No specific data on business lines or key metrics changes were provided in the meeting. Market Data and Key Metrics Changes - No specific market data or key metrics changes were discussed during the meeting. Company Strategy and Development Direction and Industry Competition - The company is focused on the election of nine nominees to serve as directors until the 2027 Annual Meeting, indicating a stable governance structure [6]. Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the progress the company has made and appreciated the continued support from shareholders, indicating a positive outlook for the future [10]. Other Important Information - The appointment of Deloitte & Touche LLP as the independent registered public accounting firm for fiscal year 2026 was ratified, and the compensation of the company's named executive officers was approved [9][10]. Q&A Session All Questions and Answers Question: Were there any questions from shareholders? - There were no questions from shareholders during the meeting [9].

TJX Companies (NYSE:TJX) Q3 2026 Earnings Call November 19, 2025 11:00 AM ET Speaker3Ladies and gentlemen, thank you for standing by. Welcome to the TJX Companies Third Quarter Fiscal 2026 Financial Results Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. At that time, if you have a question, you will need to press star one. As a reminder, this conference call is being recorded, November 19th, 2025. I would now like to turn the ...

Financial Data and Key Metrics Changes - In Q4 2025, the company achieved a gross profit dollar growth of 16% and revenue growth of 8% compared to Q4 2024, generating $61 million in operating cash flow [4][15] - The quarterly gross profit margin reached a record of 31.4%, which was 215 basis points higher than the prior year [4][18] - For the full year 2025, revenues increased by 9% to $1.1 billion, with net income rising to $180.7 million, or $14.86 per diluted share, compared to $149.8 million, or $12.29 per diluted share in the prior year [20][23] Business Line Data and Key Metrics Changes - The electric utility sector saw a doubling of revenue compared to the same period last year, while the light rail traction sector increased by 85% [17][19] - The petrochemical sector experienced a decline of 25%, and the oil and gas sector decreased by 10% due to challenging comparisons from large industrial project orders booked in fiscal 2023 [17][19] - The company booked $271 million in new orders in Q4 2025, a 1% increase year-over-year, with a total of $1.2 billion in new orders for the full year, up 9% from fiscal 2024 [6][21] Market Data and Key Metrics Changes - Domestic revenues increased by 2% to $239 million, while international revenues surged by 38% to $68 million [17] - The backlog at the end of fiscal 2025 was $1.4 billion, with electric utility and oil and gas sectors each comprising one-third of the total backlog [16][24] - Approximately 60% of the backlog is expected to be convertible in 2026 [68] Company Strategy and Development Direction - The company is focusing on expanding its presence in the electric utility and commercial sectors, which accounted for 41% of revenue in fiscal 2025 [5] - A $12.4 million investment to expand capacity at the JacintoPort facility is aimed at supporting anticipated LNG project development over the next three to five years [8][9] - The acquisition of REMSDAC is expected to enhance the company's electrical automation strategy and product offerings [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the commercial environment for all end markets, expecting continued momentum into fiscal 2026 [11][12] - The fundamentals in the oil and gas market support expectations for continued order strength, particularly in the LNG sector [11] - The company anticipates another strong year of activity in 2026, driven by investments in electrical infrastructure [12][25] Other Important Information - The company holds zero debt and ended fiscal 2025 with cash, cash equivalents, and short-term investments of $476 million, reflecting strong commercial activity [24] - Research and development spending increased by 17% to $11 million, focusing on new product design and development [23] Q&A Session Summary Question: Changes in Competitive Landscape or Pricing Environment - Management noted that the oil and gas market remains healthy, but some regions are softer and more price-sensitive, while the electric utility market is more demand-driven [29][30] Question: Seasonality and First Quarter Outlook - The first quarter is expected to be seasonally softer due to holidays, but overall optimism for the year remains high [31] Question: SG&A Expenses and One-Time M&A Costs - SG&A expenses increased by $5 million year-over-year, with $3 million attributed to compensation and nearly $2 million to acquisition-related costs [32][33] Question: Trends in Commercial and Industrial (C&I) Sector - Management indicated that the decline in the C&I sector was largely due to timing, with significant growth opportunities in data centers [38] Question: Sustainability of Growth in Electric Utility Sector - The company is optimistic about the sustainability of growth in the electric utility sector, with equal weighting in backlog between oil and gas and utility sectors [40] Question: R&D Spending and Commercialization Timeline - R&D spending is expected to remain at current levels, with some products anticipated to hit the market in 2026 [65][66] Question: Capacity Expansion and CapEx Budget for 2026 - The CapEx budget for 2026 includes the $12.4 million for JacintoPort expansion and an additional $5-$7 million for maintenance and productivity projects [67] Question: Data Center Revenue as a Percentage of Backlog - Data center revenue is approximately 15% of the backlog, with half of that being attributed to data centers, which is an increase from the previous year [70]