ScanSource (NasdaqGS:SCSC) Q2 2026 Earnings call February 05, 2026 10:30 AM ET Company ParticipantsAdam Tindle - Managing DirectorGuy Hardwick - DirectorMary Gentry - Senior VP, Finance and TreasurerMike Baur - CEOSteve Jones - Senior EVP and CFOConference Call ParticipantsGreg Burns - Senior AnalystKeith Housum - Managing Director and Research AnalystOperatorWelcome to the ScanSource quarterly earnings conference call. All lines have been placed in a listen-only mode until the question-and-answer session. ...

ScanSource (NasdaqGS:SCSC) Q2 2026 Earnings call February 05, 2026 10:30 AM ET Speaker6Welcome to the ScanSource quarterly earnings conference call. All lines have been placed in a listen-only mode until the question-and-answer session. Today's call is being recorded. If anyone has any objections, you may disconnect at this time. I would now like to turn the call over to Mary Gentry, Senior Vice President, Finance and Treasurer. Please go ahead.Speaker4Good morning, and thank you for joining us. Our call wi ...

Banco de Chile (NYSE:BCH) Q4 2025 Earnings call February 05, 2026 10:30 AM ET Speaker6Good afternoon, and welcome to Banco de Chile's fourth quarter 2025 results conference call. If you need a copy of the financial management review, it is available on the company's website. Today with us, we have Mr. Rodrigo Aravena, Chief Economist and Institutional Relations Officer, Mr. Pablo Mejia, Head of Investor Relations, and Daniel Galarce, Head of Financial Control and Capital Management. Before we begin, I'd lik ...

Liquidity Services (NasdaqGS:LQDT) Q1 2026 Earnings call February 05, 2026 10:30 AM ET Speaker3Ladies and gentlemen, welcome to the Liquidity Services first quarter fiscal year 2026 financial results conference call. My name is Michelle, and I will be your operator for today's call. Please note that this conference call is being recorded. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. I will now turn the call over to Michael Patrick, Liquidity ...

Matrix Service Company (NasdaqGS:MTRX) Q2 2026 Earnings call February 05, 2026 10:30 AM ET Speaker5Good morning, and welcome to the Matrix Service Company conference call to discuss results for the second quarter of fiscal 2026. Currently, all participants are on a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will be given at that time. As a reminder, this conference call is being recorded. I would now like to turn the conference over to today's host, Ms. Kellie S ...

Financial Data and Key Metrics Changes - First quarter revenue increased by 44% year-over-year, reaching $809.5 million, with 3.5% organic growth and 40.6% from acquisitions [5][14] - Adjusted EBITDA rose by 63% to $112.2 million, with an adjusted EBITDA margin of 13.9%, the highest first quarter margin in company history [5][15] - Net income was reported at $17.2 million, while adjusted net income was $26.4 million, translating to adjusted earnings per diluted share of $0.47 [15] Business Line Data and Key Metrics Changes - The company has a project backlog of $3.09 billion, indicating strong demand across its markets [5][18] - The commercial sector is experiencing steady project bidding, supported by population migration to the Sun Belt and reshoring trends [6][8] - The public sector is expected to see a 10%-15% increase in contract awards for FY 2026 compared to FY 2025, particularly in small and medium-sized maintenance projects [8][9] Market Data and Key Metrics Changes - The company is actively participating in approximately 1,000 commercial sector projects across eight states [7] - The federal and state governments are continuing to invest in infrastructure, which is expected to drive demand for the company's services [8][9] Company Strategy and Development Direction - The company aims to double its revenue to over $6 billion by 2030, targeting an EBITDA margin growth to approximately 17% [12][13] - Recent acquisitions, including GMJ Paving Company, are part of a strategy to strengthen market position and expand geographic footprint [10][11] - The company is focused on both organic growth and strategic acquisitions to enhance shareholder value [12][81] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for infrastructure projects and the positive impact of recent acquisitions on future growth [9][10] - The company anticipates a robust pipeline of acquisition opportunities and plans to continue using cash flow from operations to fund these acquisitions [81][82] - Management remains optimistic about the reauthorization of the Surface Transportation Program, expecting increased funding for infrastructure projects [82][83] Other Important Information - Cash flow from operations was $82.6 million in Q1, up from $40.7 million in the same quarter last year [16] - The company expects to convert 75%-85% of EBITDA to cash flow from operations in FY 2026 [17] Q&A Session Summary Question: Can you provide more details on the acquisition pipeline? - Management indicated a robust pipeline with a mix of platform deals and tuck-ins, emphasizing strategic and cultural fit in acquisitions [24][25] Question: What is the size and scope of the data center project mentioned? - Management clarified that data centers are part of their commercial projects, with ongoing demand in southern and southeastern markets [28][29] Question: How do you expect to achieve the organic growth target of 7%-8% for the year? - Management explained that delays in project starts and competitive dynamics affected Q1 organic growth but reaffirmed the full-year target [34][35] Question: What is the outlook for public sector bidding? - Management expects public sector contract awards to increase by 10%-15% this year, with steady demand in the commercial market as well [50][54] Question: How confident are you in reducing leverage to 2.5 times by year-end? - Management expressed confidence in achieving the leverage target through strong cash flow generation and strategic acquisitions [78][81]

CMS Energy (NYSE:CMS) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsGarrick Rochow - CEOJason Shore - VP of Investor RelationsJulien Dumoulin-Smith - Managing Director and the Head of US Utilities, Power, and Clean Energy ResearchMichael Sullivan - Managing DirectorNicholas Campanella - Managing Director and Head of North American Power and Utilities ResearchRejji Hayes - CFO and Executive Vice PresidentConference Call ParticipantsAndrew Weisel - Managing Director and Senior Equity ...

Blue Owl Capital (NYSE:OWL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlan Kirshenbaum - CFOAlex Bernstein - Equity Research AssociateAnn Dai - Head of Investor RelationsBenjamin Budish - DirectorBrian McKenna - Director of Equity ResearchCraig Siegenthaler - Managing DirectorCrispin Love - DirectorGlenn Schorr - Senior Managing DirectorMarc Lipschultz - Co-CEOMike Brown - Managing DirectorPatrick Davitt - PartnerWilma Burdis - DirectorConference Call ParticipantsBill Katz - Se ...

Snap-on (NYSE:SNA) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAldo Pagliari - SVP of Finance and CFODavid MacGregor - PresidentNick Pinchuk - President, CEO, and Chairman of the BoardPatrick Buckley - Senior Equity Research AssociateSara Verbsky - VP of Investor RelationsConference Call ParticipantsLuke Junk - Senior Analyst of Vehicle Technology and MobilityScott Stember - Managing Director and Senior Research AnalystSherif El-Sabbahy - Research AnalystOperatorGood morning, and ...

U-Haul (NYSE:UHAL) Q3 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsJason Berg - CFOJeffrey Kauffman - PartnerJoe Shoen - ChairmanSamuel Shoen - CEOSebastien Reyes - Head of Investor RelationsConference Call ParticipantsJames Wilen - AnalystSteven Ralston - AnalystSteven Ramsey - Senior Equity AnalystOperatorGood morning, ladies and gentlemen, and welcome to U-Haul Holding Company third quarter fiscal 2026 investor conference call. At this time, all lines are in a listen-only mode. Fo ...