American Water Works Company (NYSE:AWK) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsAaron Musgrave - VP of Investor RelationsCheryl Norton - COODavid Bowler - Vice President and TreasurerJohn Griffith - President and CEOConference Call ParticipantsGregg Orrill - Executive Director and Equity AnalystJulien Dumoulin-Smith - Research AnalystRui Zhai - Equity AnalystOperatorGood morning, and welcome to American Water's fourth quarter 2025 earnings conference call. As a reminder, this ...

Integer (NYSE:ITGR) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsAndrew Senn - Director of Investor RelationsDiron Smith - EVP and CFOConference Call ParticipantsAndrew Cooper - AnalystBrett Fishbin - AnalystJoanne Lynch - AnalystMatthew O'Brien - AnalystNathan Treybeck - AnalystPayman Khales - AnalystRichard Newitter - AnalystSuraj Kalia - AnalystTravis Steed - AnalystOperatorGood morning, and thank you for standing by. Welcome to Energous, excuse me, Integer Holdings Corporation ...

Borr Drilling (NYSE:BORR) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsBruno Morand - CEOFredrik Steen - Head of Shipping and Offshore ResearchGreg Lewis - Managing DirectorJoshua Jayne - Managing DirectorMagnus Vaaler - CFOScott Gruber - Director of Oilfield Services and Equipment ResearchConference Call ParticipantsTruls Olsen - Equity Research AnalystOperatorGood day, and thank you for standing by. Welcome to the Borr Drilling Limited Q4 2025 results presentation webcast and co ...

Pediatrix Medical Group (NYSE:MD) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsJack Slevin - VP of Healthcare Services Equity ResearchKasandra Belraoui - CFOMark Ordan - CEOMary Ann Moore - Chief Administrative Officer and General CounselConference Call ParticipantsA.J. Rice - Managing Director and Senior Equity Research AnalystAnn Hynes - Managing Director and Senior Healthcare Services Equity Research AnalystMatthew Mardula - Equity Research AnalystOperatorHello, and thank you f ...

Evergy (NasdaqGS:EVRG) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsBryan Buckler - EVP and CFODavid Campbell - Chairman, President, and CEOPeter Flynn - Senior Director, Investor Relations and InsuranceConference Call ParticipantsAndrew Kadavian - VP and Equity Research AnalystAnthony Crowdell - Managing Director and Senior Analyst, U.S. Energy and Electric UtilitiesMichael Sullivan - Managing Director and Equity Research AnalystPaul Fremont - Managing Director and Equity Researc ...

ARMOUR Residential REIT (NYSE:ARR) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsDave Storms - Director of Equity ResearchDesmond Macauley - Co-Chief Investment OfficerEric Hagen - Managing DirectorGordon Harper - CFOScott Ulm - CEOSergey Losyev - Co-Chief Investment OfficerConference Call ParticipantsTimothy D'Agostino - Research AnalystTrevor Cranston - Equity Research AnalystOperatorGood day. Welcome to the ARMOUR Residential REIT's Fourth Quarter 2025 Earnings Conference Call. ...

Upbound Group (NasdaqGS:UPBD) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsBobby Griffin - Managing Director of Equity ResearchFahmi Karam - CEOHal Khouri - CFOKyle Joseph - Managing DirectorSteven Kos - Director of Finance and Investor RelationsYuna Sohn - Equity Research Senior AssociateConference Call ParticipantsAnthony Chukumba - Managing Director and Senior Research AnalystBrad Thomas - Managing Director and Equity Research AnalystHoang Nguyen - VP and Senior Equity Research ...

Choice Hotels International (NYSE:CHH) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsAllie Summers - Senior Director of Investor RelationsPatrick Pacious - President and CEOScott Oaksmith - CFOConference Call ParticipantsDan Politzer - AnalystDavid Katz - AnalystLizzie Dove - AnalystMeredith Jensen - AnalystMichael Bellisario - AnalystPatrick Scholes - AnalystRobin Farley - AnalystTrey Bowers - Managing Director and Equity Research AnalystOperatorLadies and gentlemen, thank you for ...

Brookdale Senior Living (NYSE:BKD) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsAndrew Mok - Director of Equity ResearchDawn L. Kussow - EVP and CFOMary Sue Patchett - COOMike Grant - VP of Investor RelationsNick Stengle - CEOConference Call ParticipantsBen Hendrix - VP and Equity Research AnalystBrian Tanquilut - Senior Equity Research AnalystJoanna Gajuk - Equity Research AnalystJosh Raskin - Managing Director and AnalystOperatorGood morning. My name is Jordan, and I'll be your ...

Financial Data and Key Metrics Changes - Consolidated revenue for Q4 2025 was $45.5 million, a year-over-year decrease of 10.4% [11] - GAAP net income was $1 million or $0.08 per diluted share, compared to $0.3 million or $0.02 per diluted share in the prior year [14] - Non-GAAP net income was $2.5 million or $0.21 per diluted share, compared to $2.8 million or $0.23 per diluted share in the prior year [15] - Full year 2025 consolidated revenue was $191.4 million, a year-over-year decrease of 3.8% [16] - Gross profit for Q4 was $12.9 million, a decline of 12.5% compared to the same period last year [13] Business Line Data and Key Metrics Changes - IT Staffing Services segment revenue for Q4 2025 was $37.7 million, down 7% year-over-year, with headcount falling by 16.7% [6][11] - Data and Analytics Services segment revenue for Q4 2025 was $7.8 million, a decrease of 24% year-over-year [7][12] - Average bill rates reached an all-time high of $87.32, reflecting a focus on higher value engagements [7][11] Market Data and Key Metrics Changes - Bookings for Q4 2025 totaled $11.3 million, up nearly 37% over the same period last year [8][12] - The company is seeing strong renewals, indicating customer confidence in its ability to deliver value [8][51] Company Strategy and Development Direction - The company aims to build an AI-first services company, focusing on long-term sustainable growth and unlocking value for customers [9][32] - Strategic priorities for 2026 include delivering sustainable growth, investing in differentiated capabilities, and enhancing customer relationships [9][30] - The EDGE initiative is reshaping the company's cost structure and resource allocation to support future growth [17][18] Management's Comments on Operating Environment and Future Outlook - The market remains challenging, with clients cautious about technology budgets while pursuing modernization [5][34] - Despite macroeconomic volatility, there is reasonable confidence from clients regarding modernization efforts [36] - The company is well-positioned to help clients accelerate their AI adoption journeys [36] Other Important Information - The company maintained a solid financial position with $36.5 million in cash and no bank debt as of December 31, 2025 [18][19] - A new share repurchase program has been authorized, allowing for the repurchase of up to $5 million in common stock [20] Q&A Session Summary Question: What was the billable consultant count at the end of the quarter? - The company ended the quarter with 840 billable consultants in IT Staffing Services as of December 25 [24] Question: Are there any more one-time expenses and severance expected? - The finance and accounting transition is complete, and no significant future costs are expected [26] Question: What is the plan for cost savings in 2026? - The company plans to focus on efficiencies and investments in talent and capabilities to drive growth in 2026 [28] Question: What is the grand plan for 2026 and 2027? - The focus is on growth, targeting specific industry segments, and enhancing offerings to help clients modernize with AI [30][31] Question: Can the company grow this year given the market conditions? - The company has not seen significant pressure from clients and remains focused on modernization efforts [34][36] Question: How should SG&A levels be viewed moving forward? - Q4 SG&A levels are considered efficient, but the company plans to increase investments in talent and capabilities [42] Question: What is the outlook for cash usage and potential M&A activity? - The company aims to use cash for strategic priorities, including share repurchases and investments in capabilities [54]