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 ...

Omega Healthcare Investors (NYSE:OHI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBob Stephenson - CFOJohn Pawlowski - Managing Director, ResidentialMatthew Gourmand - PresidentMegan Krull - Senior Vice President, Data Intelligence and Government RelationsMichele Reber - Head of Investor RelationsNick Joseph - Head of U.S. Real Estate and LodgingTaylor C. Pickett - CEOVikas Gupta - CIOOperatorThank you for standing by. My name is Van, and I will be your conference operator today. ...

Summary of Titan's Conference Call Company Overview - Titan is involved in manufacturing wheels, tires, and steel tracks for off-road equipment, serving a diverse portfolio that includes small and large agricultural equipment, recreational vehicles, and construction equipment [1][2] Leadership Changes - David Martin has been appointed as Chief Transformation Officer, while Tony Alihi has taken over as CFO. This internal promotion reflects the strength of Titan's team and aims to enhance the company's focus on technology and AI innovation [3][4][5][6] One-Stop Shop Concept - Titan positions itself as a "one-stop shop" for customers, emphasizing its ability to meet diverse needs across various equipment types. This approach has evolved from a focus on OEMs to a broader service model that includes direct relationships with end-users and dealers [7][8][9][10][11] Product Development: LSW Tires - The Low Sidewall (LSW) tires have been a significant focus, designed to improve equipment performance, reduce soil compaction, and enhance fuel efficiency. Recent data indicates that using LSW can improve yields by over 30% during turns, making it economically beneficial for farmers [12][15][17][18] Tariffs and Competitive Landscape - Tariffs have been viewed as a net benefit for Titan, with the company successfully advocating for its interests before the International Trade Commission. However, the implementation of tariffs has been inconsistent, creating uncertainty in the market [19][20][21][22][23][24] Supply Chain Strategy - Titan employs a strategy that includes joint ventures and third-party manufacturers to maintain efficiency and meet customer demands. This approach allows Titan to offer a diverse product portfolio without overextending its manufacturing capabilities [25][26][27][28] Market Segments Performance - The agricultural segment is currently facing challenges, particularly in large ag, which requires government attention to support farmers. However, small ag is performing better, and Brazil's market remains strong [29][30][31][32][33][34] - Construction is showing positive signals, especially in Brazil and parts of Europe, while the consumer segment is stable with ongoing product innovation [35][36][37] Capital Allocation Strategy - Titan emphasizes a disciplined approach to capital allocation, focusing on safety, environmental maintenance, and product development. The company aims to maintain a strong balance sheet while navigating the current downturn in the agricultural sector [38][39][40][41] Conclusion - Titan is well-positioned to adapt to market changes with a strong balance sheet, diverse product offerings, and a commitment to innovation. The company is focused on leveraging its strengths to capitalize on future market opportunities [42][43][44]

WEX (NYSE:WEX) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsDarrin Peller - Managing DirectorJagtar Narula - CFOMelissa Smith - Chair and CEOMichael Infante - VP of Equity ResearchSteve Elder - SVP of Investor RelationsTrevor Williams - Managing Director in Payments/FinTech Equity ResearchConference Call ParticipantsDavid Koning - Senior Research AnalystMihir Bhatia - Director and Senior Equity Research AnalystNate Svensson - Senior Equity Research Analyst of Payments, Processors, ...

CEMEX (NYSE:CX) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlejandra Obregón - VP of ResearchAnne Milne - Managing DirectorBen Theurer - Managing DirectorDaniel Rojas - VPFrancisco Suarez - Managing DirectorJaime Muguiro - CEOJorel Guilloty - VPLucy Rodriguez - Chief Communications OfficerMaher Al-Haffar - CFOConference Call ParticipantsGordon Lee - AnalystMarcelo Furlan - AnalystOperatorHello, good morning, and welcome everyone to the CEMEX Fourth Quarter 2025 conference call a ...

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 ...

The RMR Group (NasdaqCM:RMR) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAdam Portnoy - President and CEOBryan Maher - Senior Vice PresidentMatt Jordan - EVP and COOMatthew Brown - EVP and CFOMitch Germain - Managing Director in Real Estate ResearchConference Call ParticipantsJohn Massocca - Senior Research AnalystOperatorGood morning, and welcome to The RMR Group fiscal first quarter 2026 earnings conference call. All participants will be in listen-only mode. Should you need ass ...

Kimball Electronics (NasdaqGS:KE) Q2 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAndy Regrut - VP of Investor Relations, Strategic Development, and TreasurerJana Croom - CFOMike Crawford - Senior Managing Director and Head, Discovery GroupRic Phillips - CEOConference Call ParticipantsAnja Soderstrom - Senior Equity Research AnalystDerek Soderberg - Director, Senior Equity Research AnalystMax Michaelis - Equity Research AnalystOperatorGood morning, ladies and gentlemen, and welcome t ...

WEX (NYSE:WEX) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsDarrin Peller - Managing DirectorDavid Koning - Financial AdvisorJagtar Narula - CFOMelissa Smith - Chair and CEOMichael Infante - VP of Equity ResearchSteve Elder - SVP of Investor RelationsTrevor Williams - Managing Director in Payments/FinTech Equity ResearchConference Call ParticipantsMihir Bhatia - Director and Senior Equity Research AnalystNate Svensson - Senior Equity Research Analyst of Payments, Processors, and I ...