Ingredion (NYSE:INGR) 2026 Conference February 17, 2026 04:00 PM ET Company ParticipantsJim Gray - EVP and CFOJim Zallie - President and CEOPatrick Kalotis - EVP of Global Textures and Healthful SolutionsRob Ritchie - EVP of Food and Industrial IngredientsModeratorWell, it's my pleasure to welcome Ingredion back to CAGNY, introduce President and CEO, Jim Zallie. Ingredion is a leader in global ingredient solutions, and Jim is building on more than 40 years in the food industry and 17 years with the company. ...

Q4 2025 EARNINGS PRESENTATION FEBRUARY 17, 2026 SAFE HARBOR STATEMENT This presentation contains, and the conference call will contain, forward-looking statements under the Private Securities Litigation Reform Act safe harbor provisions. These statements, which include our expectations for spending in our industry and guidance for future financial performance, are based on management's current expectations and should be viewed with caution. They are subject to various risks and uncertainties that could caus ...

McCormick & Company, Inc. CAGNY I February 17, 2026 Forward-looking Information Certain information contained in this presentation, including statements concerning expected performance such as those relating to net sales, gross margin, earnings, cost savings, special charges including transaction and integration expenses, acquisitions, brand marketing support, volume and product mix, income tax expense, and the impact of foreign currency rates are "forward-looking statements" within the meaning of Section 2 ...

Fortive Corporation Conference Call Summary Company Overview - **Company**: Fortive Corporation - **Key Executives**: Olumide Soroye (President and CEO), Mark Åkerström (SVP and CFO) Core Industry and Business Strategy - **Industry**: Industrial technology and software solutions - **Core Strategy**: Fortive's strategy is built on three pillars: 1. Accelerate profitable organic growth 2. Allocate capital with discipline 3. Build and maintain investor trust [1][2][3] Financial Performance and Growth Projections - **Recent Performance**: Fortive reported a 2%-3% organic growth forecast for 2026, slightly below the target of 3%-4% [7][12] - **Long-term Growth**: The company anticipates that growth will accelerate in 2026 and 2027, with 2026 expected to be faster than 2025 [10][12] - **EBITDA Margin**: Adjusted EBITDA margin increased by 110 basis points in 2025, with expectations for further expansion of 50-100 basis points in 2026 [44][46] Product Innovation and AI Integration - **AI Strategy**: Fortive has been integrating AI into its operations since 2017, enhancing both internal processes and customer-facing innovations [18][22] - **Product Development**: The company is focused on accelerating new product introductions, particularly in high-growth markets, with a significant emphasis on customer experience [7][8][25] - **Software Solutions**: Fortive's software brands are leveraging AI to create differentiated offerings, enhancing customer engagement and operational efficiency [31][32] Segment Performance Insights - **IOS Segment**: The IOS segment saw a 4% growth in Q4 2025, driven by product innovation and commercial acceleration [50][60] - **AHS Segment**: The AHS segment is experiencing stable growth in software products, with strong customer loyalty and ongoing innovation [89][99] - **Government Demand**: The demand for procurement and SMA solutions in the government sector has stabilized, with expectations for future growth as deferred maintenance needs arise [81][86] Regional Market Trends - **North America**: Strong point of sale data, particularly in data centers, indicates continued growth potential [65][66] - **EMEA**: Sequential improvement noted in Q4, but customers remain cautious about large orders [66][67] - **APAC**: Mixed performance, with India showing strength while China remains stable [68][69] Capital Allocation and M&A Strategy - **Free Cash Flow**: Fortive generates approximately $1 billion in free cash flow annually, with a focus on buybacks and disciplined capital allocation [111][113] - **M&A Approach**: The company is not pursuing aggressive M&A but is open to acquiring businesses with market-leading positions at favorable prices [117][120] Key Innovations and Future Outlook - **Operational Focus**: Fortive is positioned to capitalize on the operations and maintenance lifecycle of newly built industrial capacities, particularly in data centers [138][140] - **Market Positioning**: The company aims to strengthen its competitive edge through continuous innovation and customer engagement strategies [125][143] Conclusion Fortive Corporation is strategically focused on enhancing its growth through disciplined capital allocation, innovative product development, and leveraging AI technologies. The company is well-positioned to navigate market challenges and capitalize on emerging opportunities in the industrial technology sector.

Medifast ® Q4 2025 Earnings Supplement 1 Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements generally can be identified by use of phrases or terminology such as "intend," "anticipate," "expect" or other similar words or the negative of such terminology. ...

Other factors that may cause the Company's actual results to differ from current expectations are discussed in the Company's filings with the Securities and Exchange Commission (the "SEC"), including the section titled "Risk Factors" in the Company's Form 10-Q for the quarter ended September 30, 2025, filed with the SEC on October 28, 2025. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date this presentation is given. Except as required by law, ...

Fourth Quarter 2025 Financial Results © 2026 RB Global, Inc. | All Rights Reserved Forward-Looking Statements Forward-Looking Statements: Certain statements contained in this presentation include "forward-looking statements" within the meaning of U.S. federal securities laws and "forward-looking information" within the meaning of Canadian securities laws (collectively, "forward-looking statements"). Forward-looking statements herein include, in particular statements relating to future financial and operatio ...

Q2 Fiscal Year 2026 Earnings Call February 17, 2026 © 2026 Palo Alto Networks, Inc. All rights reserved. Proprietary and confidential information. © 2026 Palo Alto Networks, Inc. All rights reserved. Safe Harbor This presentation contains "forward-looking" statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. All statements other than statements of historical or current facts, including, without limitation, statements regarding the cybersecurity threat lands ...

Halozyme Therapeutics, Inc. 1 Forward-Looking Statements In addition to historical information, the statements set forth in this presentation include forward-looking statements including, without limitation, statements concerning the Company's expected future financial performance and growth rates (including the Company's 2026 financial guidance and longer term financial outlook through 2028 and the assumptions used in deriving such guidance and longer term financial outlook) including expectations for futu ...

Sysco Corporation Conference Call Summary Company Overview - **Company**: Sysco Corporation (NYSE:SYY) - **Industry**: Food Service Distribution - **Fiscal 2025 Sales**: Approximately $81 billion - **Customer Locations**: Roughly 730,000 - **Sales Composition**: 60% from restaurants, 40% from recession-resistant sectors (government, education, healthcare, large campuses) [1][4][5] Core Business Insights - **Market Position**: Leading global distributor in the food away from home industry with the highest market share and profitability [4][29] - **Specialty Foods**: Number one specialty foods distributor with multiple brands exceeding $1 billion in sales, contributing over $10 billion annually [4] - **International Growth**: Nine consecutive quarters of double-digit profit growth in international markets, with a focus on expanding fulfillment capacity and product assortment [5][9][14] Growth Drivers - **Market Trends**: Food away from home continues to gain market share from grocery, driven by busy lifestyles, food innovation, and improved to-go experiences [6][7][8] - **U.S. Market Share**: Sysco holds approximately 18% market share in a $377 billion U.S. food service market, with the potential for further growth [8][9] - **Non-Commercial Segment**: This segment is growing faster than the restaurant business, indicating resilience against economic fluctuations [10] Financial Performance - **Sales Growth Guidance**: Reiterated guidance for FY 2026 with sales growth of 3%-5% and adjusted EPS growth of 1%-3% [30] - **Historical Performance**: Achieved CAGRs of 5% on the top line and 9% on the bottom line over the past four years [30] - **Operating Leverage**: Positive operating leverage with gross profits growing faster than operating expenses [31] Strategic Initiatives - **Sales Improvement**: Focus on improving sales consultant retention and productivity through training and technology [15][27] - **Merchandising Strategy**: Transitioning to a center-led merchandising strategy to optimize product assortment and supplier relationships [19][20] - **M&A Opportunities**: Continued focus on strategic acquisitions to drive growth, targeting an average contribution of 50 basis points from M&A [36] Capital Allocation and Shareholder Returns - **Dividend Growth**: Commitment to long-term dividend growth, with a target payout ratio of 40%-50% of EPS [44][45] - **Share Repurchase**: Plan to return approximately $1 billion to shareholders through share repurchases [44] - **Cash Flow Generation**: Generated approximately $1.8 billion in cash flow last year, demonstrating strong quality of earnings [34] Market Outlook - **Confidence in Growth**: Strong confidence in achieving at least 2.5% local volume growth in the second half of the fiscal year, supported by internal initiatives and M&A contributions [12][26] - **Resilience in Various Sectors**: Continued growth in travel, leisure, education, and healthcare sectors, which are generally recession-resilient [32] Conclusion - **Investment Thesis**: Sysco is positioned as a compelling investment opportunity due to its leadership in a growing industry, strong financial performance, and commitment to shareholder returns [46][48]