O’Reilly Automotive (NasdaqGS:ORLY) Q4 2025 Earnings call February 05, 2026 11:00 AM ET Speaker4Welcome to the O'Reilly Automotive Inc. fourth quarter and full year 2025 earnings call. My name is Matthew, and I'll be your operator for today's call. At this time, all participants are on a listen-only mode. Later, we'll conduct a question-and-answer session. During the question-and-answer session, if you have a question, please press star 1 on your touch-tone phone. I will now turn the call over to Jeremy Fle ...

ConocoPhillips 4Q25 Earnings Conference Call Feb. 5, 2026 Cautionary Statement This presentation contains fouvarol-boshing statements as odefined under the fected securities aws: Forward-looking statements redate to findusling, without limitation, st strateen, budoets, projected revenues, costs and plans, colore coreations and other aspects of our operations and other aspects of our operations or operations or operatio continus, " could," "effort" "esfinate; " expect," "qoulance;" inney," "objective," outco ...

NOV (NYSE:NOV) Q4 2025 Earnings call February 05, 2026 11:00 AM ET Speaker2day, and thank you for standing by. Welcome to the NOV fourth quarter 2025 earnings conference call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please pres ...

Financial Data and Key Metrics Changes - Sales for fiscal year 2025 were reported at $54.4 billion, reflecting a 2.1% increase compared to the previous year [33] - Operating cash flows for the full year reached $2.2 billion, significantly exceeding capital expenditures of $978 million and dividends of $697 million [34] - The company ended the year with $3.7 billion in liquidity and a net leverage ratio of 2.1 times, which is an improvement of half a turn compared to the previous year [34] Business Line Data and Key Metrics Changes - Tyson Foods continues to be a leader in protein production, producing one in every five pounds of chicken, beef, and pork in the United States [37] - The company has three of the top ten protein brands in the U.S., including Tyson, Jimmy Dean, and Hillshire Farm, which are gaining market share in both volume and dollars [38] Market Data and Key Metrics Changes - Demand for protein products is increasing as consumers prioritize protein in their diets, supported by new U.S. dietary guidelines [37] - Tyson's branded products are outperforming the broader food category in both retail and food service, indicating a strong competitive advantage [38] Company Strategy and Development Direction - The company is focused on improving operational execution and driving better financial performance through disciplined capital management and investment [33][39] - Tyson Foods aims to continue defining the protein industry and capitalize on future opportunities while maintaining financial strength [40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's cash flows and the ability to return value to shareholders through dividends and share repurchases [34][35] - The leadership emphasized the importance of team member development and operational expertise as central to the company's culture and long-term success [39] Other Important Information - The annual dividend per Class A share is expected to increase to $2.04, marking the 14th consecutive year of dividend increases [35] - The company is committed to transparency and ethical standards in its operations, particularly regarding community and environmental responsibilities [25][30] Q&A Session Summary Question: Shareholder proposal on voting results disclosure - The proposal requesting the board to adopt a policy for disclosing voting results by class of shares received a minority of votes and was defeated [19] Question: Shareholder proposal on environmental impacts from waste lagoons - The proposal seeking disclosure on environmental and human health impacts from waste lagoons also received a minority of votes and was defeated [26] Question: Shareholder proposal on immigration practices impact - The proposal assessing the impact of U.S. immigration law changes on the company's finances and operations received a minority of votes and was defeated [31]

Financial Data and Key Metrics Changes - The company reported GAAP EPS of $3.98 for 2025, including $0.12 of merger-related transaction costs, and adjusted EPS of $4.10, a 5% increase from $3.91 in 2024 [11][12] - Operating and financing expenses increased, with O&M expenses rising by $0.36 per share, primarily due to higher employee costs and unplanned generation outages [12][13] - The company maintained a healthy balance sheet with a net debt to total capitalization of 55% and FFO to debt of 14%-15%, above the downgrade threshold [14] Business Line Data and Key Metrics Changes - The company achieved strong earnings through new base rates and rider recovery, with $0.95 per share from new rates and ongoing customer growth [12][13] - The data center pipeline was tripled to over 3 gigawatts, with significant demand from large customers like Microsoft and Meta [4][7] Market Data and Key Metrics Changes - The company anticipates delivering 6% year-over-year earnings growth in 2026, driven by customer growth and data center demand [6][15] - The company is actively pursuing additional data center pipeline demand that could contribute to earnings over time [16][25] Company Strategy and Development Direction - The company is committed to a customer-centric strategy, focusing on regulatory progress and capital investments to meet growing customer demand [6][9] - The strategic merger with NorthWestern Energy is expected to enhance capabilities and create long-term value through increased scale and improved customer diversity [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving financial commitments and maintaining a strong investment-grade credit rating, with expectations for continued growth in customer demand and regulatory approvals [11][16] - The company is preparing for a rate review in South Dakota to recover investments and increased costs, marking the first change in base rates in over a decade [24] Other Important Information - The company increased its dividend for the 56th consecutive year in 2025, targeting a payout ratio of 55%-65% [17] - The company completed the 260-mile Ready Wyoming transmission project, enhancing reliability and access to market energy [20][21] Q&A Session Summary Question: Proportion of the 3-gigawatt pipeline within the five-year window - Management indicated that 600 MW is expected by 2030, with additional demand anticipated beyond that timeframe [35][36] Question: Interface with the Montana Commission regarding the merger - Management stated they are in the discovery phase with the Montana Commission, receiving expected questions and information requests [40] Question: Scale of data centers in the pipeline - Management confirmed that Microsoft and Meta are the primary customers, with ongoing negotiations for additional large-scale data centers [41][42] Question: Regulatory filings for the Crusoe Tallgrass project - Management explained that the customer would pay for construction to alleviate risk and costs, and they are evaluating how to serve the load with various resources [50][56] Question: Timing for signing agreements for the Crusoe project - Management noted that the customer intends to begin taking service in Q1 2027, and they are working to align timelines [61]

First Industrial Realty Trust (NYSE:FR) Q4 2025 Earnings call February 05, 2026 11:00 AM ET Speaker12Good day and welcome to the First Industrial Realty Trust Inc. fourth quarter 2025 results call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on a touch-tone phone. To withdraw your q ...

Thermon (NYSE:THR) Q3 2026 Earnings call February 05, 2026 11:00 AM ET Speaker3Greetings and welcome to the Thermon Group Holdings third quarter fiscal 2026 results conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I will now turn the conference over to your h ...

Financial Data and Key Metrics Changes - Proxies were received for 60.98% of the 22,593,069 shares of common stock and 95.33% of the 1,196,487 shares of preferred stock, indicating strong shareholder engagement [4] - A total of 14,975,788 shares were present in person or by proxy, constituting a quorum for the meeting [4] Business Line Data and Key Metrics Changes - No specific business line data or key metrics were discussed in the meeting Market Data and Key Metrics Changes - No specific market data or key metrics were discussed in the meeting Company Strategy and Development Direction and Industry Competition - The company proposed the election of incumbent directors Michela English and Anthony Parker, indicating continuity in leadership [5] - The ratification of PwC as the independent registered public accounting firm for the fiscal year ending September 30, 2026, suggests a focus on maintaining strong governance and oversight [5] Management's Comments on Operating Environment and Future Outlook - No specific comments from management regarding the operating environment or future outlook were provided in the meeting Other Important Information - The results of the proposals were reported as carried, with a full tally of the votes to be filed with the SEC on Form 8-K within the next four business days [8] Q&A Session All Questions and Answers - No Q&A session was recorded in the meeting

Murphy USA (NYSE:MUSA) Q4 2025 Earnings call February 05, 2026 11:00 AM ET Speaker9Thank you for standing by. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to the Murphy USA fourth quarter 2025 earnings Q&A call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the numb ...

Star Group (NYSE:SGU) Q1 2026 Earnings call February 05, 2026 11:00 AM ET Speaker2Good day and welcome to the Star Group Fiscal 2026 first quarter results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your question, please press st ...