DT Midstream (NYSE:DTM) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker7Welcome everyone to the DT Midstream fourth quarter and year-end 2025 earnings call. I will now turn the call over to our speaker today, Todd Lohrmann, Director of Investor Relations. Please go ahead, sir.Speaker11Good morning, and welcome, everyone. Before we get started, I would like to remind you to read the safe harbor statement on page 2 of the presentation, including the reference to forward-looking statements. Our pre ...

Upbound Group (NasdaqGS:UPBD) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker6Good day, and thank you for standing by. Welcome to the Upbound Group Inc. Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in 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'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To wi ...

Medallion Financial (NasdaqGS:MFIN) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker4Good day, and welcome to the Medallion Financial Corp. Fourth Quarter 2025 Earnings 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 zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touch-tone phone. To withdraw yo ...

ARMOUR Residential REIT (NYSE:ARR) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker4Good day. Welcome to the ARMOUR Residential REIT's fourth quarter 2025 earnings 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 zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your telephone keypad. To withdraw your ...

Triple Flag Precious Metals (NYSE:TFPM) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker4Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the Triple Flag Precious Metals Fourth Quarter 2025 conference call. All lines have you please 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 d ...

Visteon (NasdaqGS:VC) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker3Good morning. I'm Kris Doyle, Vice President of Investor Relations and FP&A. Welcome to our earnings call for the fourth quarter of 2025. Before we begin this morning's call, I'd like to remind you that today's presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are not guarantees of future performance and are subject to various risks, un ...

Financial Data and Key Metrics Changes - For the full year 2025, revenues reached $28.5 billion, a 20% increase compared to 2024. Adjusted EBITDA was a record $2.9 billion, and adjusted diluted earnings per share grew 20% year over year to $10.75. Record cash flow from operations was $2.2 billion, and record free cash flow was $1.7 billion [10][12] - In Q4 2025, revenues were $7.8 billion, with adjusted EBITDA of $845 million and adjusted diluted EPS of $3.16, all records for the company. Cash flow from operations in the quarter was $1.1 billion, and free cash flow was $946 million, both fourth quarter records [10][11] Business Line Data and Key Metrics Changes - The company completed three acquisitions in Q4 2025: Tri-City Group, Wilson Construction Company, and Billings Flying Service, for a total consideration of approximately $1.7 billion, enhancing power delivery capabilities for large load center facilities and utility capital programs [11] - The acquisitions and organic growth added approximately 11,100 employees, bringing the total workforce to approximately 69,500 at year-end, reinforcing self-perform capabilities [7] Market Data and Key Metrics Changes - The total backlog at year-end was $44 billion, indicating substantial momentum across end markets driven by ongoing investment in grid reliability and resilience, and growing demand for power generation [7][12] - The company is positioned to benefit from multi-year structural demand drivers in the utility and power generation sectors, with significant visibility heading into 2026 and beyond [12] Company Strategy and Development Direction - The company aims to enhance vertical supply chain solutions through a planned investment of approximately $500 million to $700 million over the next several years in power transformer manufacturing facilities [8] - The strategy remains focused on craft labor excellence, execution certainty, and disciplined investment, positioning the company at the center of a multi-decade infrastructure transformation [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving record backlog and another year of double-digit earnings per share growth in 2026, supported by a strong backlog and ongoing investments in infrastructure [9][12] - The company is optimistic about the growth opportunities in the data center market, which is expected to be a significant contributor to future revenues [17] Other Important Information - The company has established itself as a compounder of profitable growth, achieving record results in revenues, adjusted EBITDA, and adjusted diluted earnings per share for eight consecutive years [4] - Management emphasized the importance of maintaining a disciplined approach to acquisitions and investments, ensuring alignment with the company's strategic goals [87] Q&A Session Summary Question: Insights on earnings growth and data center contracts - Management indicated that data center contracts currently represent about 10% of the business and are the fastest-growing segment of the backlog, with significant opportunities expected in the coming years [17] Question: Electric margins and initiatives - Management noted that while electric margins have remained steady, there are opportunities for improvement through vertical integration and resource sharing, although no major large projects are anticipated in 2026 [20][22] Question: Gas power generation projects - Management confirmed ongoing interest in gas power generation projects and indicated that there is a strong pipeline of opportunities, with plans to expand beyond current joint ventures [37] Question: Pricing dynamics and supply chain - Management highlighted a collaborative approach to pricing, focusing on long-term programmatic spending rather than short-term bids, which enhances return on invested capital [35] Question: AI initiatives and operational efficiency - Management acknowledged the potential of AI to improve operational efficiency and reduce operating expenses, emphasizing a focus on integrating AI into engineering and field operations [91]

Evergy (NasdaqGS:EVRG) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker5Good day, and thank you for standing by. Welcome to Evergy's Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your questio ...

Borr Drilling (NYSE:BORR) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker5Good day, and thank you for standing by. Welcome to the Borr Drilling Limited Q4 2025 results presentation webcast and conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, please press star one one on your telephone. You will then hear an automated message advising your hand is raised. ...

American Water Works Company (NYSE:AWK) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker4Good morning, and welcome to American Water's fourth quarter 2025 earnings conference call. As a reminder, this call is being recorded and is also being webcast with an accompanying slide presentation through the company's investor relations website. The audio webcast archive will be available for one year on American Water's Investor Relations website. I would now like to introduce your host for today's call ...