East Properties(EGP) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
EastGroup Properties (NYSE:EGP) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBrent Wood - EVP and COOMarshall Loeb - CEOMichael Griffin - DirectorReid Dunbar - PresidentStaci Tyler - EVP and CFOConference Call ParticipantsAlexander Goldfarb - Managing Director and Senior Equity Research AnalystBlaine Heck - AnalystBrendan Lynch - VP and Senior Research AnalystCraig Mailman - VP and Equity Research AnalystEric Borden - Senior Associate and Equity AnalystJessica Zheng - AnalystMike ...
Kimball Electronics(KE) - 2026 Q2 - Earnings Call Transcript
2026-02-05 16:02
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 ...
Patrick Industries(PATK) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
Patrick Industries (NasdaqGS:PATK) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAndy Nemeth - CEOJeff Rodino - PresidentMatthew Filer - CFOSteve O'Hara - VP of Investor RelationsConference Call ParticipantsCraig Kennison - AnalystDaniel Moore - AnalystJack Weisberger - AnalystJoe Altobello - AnalystMike Albanese - AnalystNoah Zatzkin - AnalystTristan Thomas-Martin - AnalystOperatorGood morning, ladies and gentlemen, and welcome to Patrick Industries' Q4 2025 Earnings Conference Ca ...
InterDigital(IDCC) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
InterDigital (NasdaqGS:IDCC) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsLiren Chen - President and CEORaiford Garrabrant - Head of Investor RelationsRichard Brezski - EVP, Treasurer and, CFOConference Call ParticipantsKevin Garrigan - SVP and Equity Research AnalystOlinda Lee - Research AnalystScott Searle - Managing Director and Senior Research AnalystOperatorGood morning, everyone, and thank you for standing by. My name is Gail, and I will be your operator for today. At this t ...
Advanced Drainage Systems(WMS) - 2026 Q3 - Earnings Call Transcript
2026-02-05 16:02
Advanced Drainage Systems (NYSE:WMS) Q3 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBryan Blair - Managing DirectorCollin Verron - DirectorCraig Taylor - President of InfiltratorDavid Tarantino - Assistant VPGarik Shmois - Managing DirectorJeff Reive - Research AssociateMike Higgins - VP of Corporate Strategy and Investor RelationsScott Barbour - President and CEOScott Cottrill - CFOConference Call ParticipantsJohn Lovallo - Managing Director and Senior Equity AnalystMatthew Bouley ...
Golub Capital(GBDC) - 2026 Q1 - Earnings Call Transcript
2026-02-05 16:02
Golub Capital BDC (NasdaqGS:GBDC) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsChristopher Ericson - CFODavid Golub - CEOEthan Kaye - VP of Equity ResearchFinian O'Shea - DirectorRobert Dodd - DirectorTim Topicz - Directorof the Global Product GroupConference Call ParticipantsPaul Johnson - Equity Research AnalystOperatorHello everyone, and welcome to GBDC's earnings call for the fiscal quarter ended December 31st, 2025. Before we begin, I'd like to take a moment to remind our lis ...
Energizer (ENR) - 2026 Q1 - Earnings Call Transcript
2026-02-05 16:02
Energizer (NYSE:ENR) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAndrea Teixeira - Executive DirectorCarla Casella - Managing DirectorJohn Drabik - EVP and CFOJon Poldan - VP, Treasurer, and Head of Investor RelationsLauren Lieberman - Managing DirectorMark LaVigne - President and CEORobert Ottenstein - Senior Managing DirectorConference Call ParticipantsPeter Grom - Equity Research AnalystWilliam Reuter - Managing Director and Senior Research AnalystOperatorGood morning. My name ...
Patterson-UTI Energy(PTEN) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
Patterson-UTI Energy (NasdaqGS:PTEN) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAndy Hendricks - President and CEOAndy Smith - CFOAti Modak - Vice President Energy Services and E&PsEddie Kim - VP of Equity ResearchJeff Bellman - Managing Director, Gas, LNG and PowerJim Rollyson - Director of Oilfield Services ResearchKeith Mackey - Director, Global Equity Research, Oil & Gas ServicesMike Sabella - VP of Investor RelationsStephen Gengaro - Managing DirectorConference Call Partici ...
Real Matters (OTCPK:RLLM.F) 2026 Extraordinary General Meeting Transcript
2026-02-05 16:02
Summary of Real Matters 2026 Extraordinary General Meeting Company Overview - **Company**: Real Matters (OTCPK:RLLM.F) - **Meeting Date**: February 05, 2026 - **Key Participants**: Gary Foster (Board Chair), Brian Lang (CEO), Rodrigo Pinto (CFO), Lynn Beauregard (VP, Investor Relations), Jay Greenspoon (General Counsel) Core Points and Arguments Financial Performance - **Consolidated Revenues**: Reported at $169.7 million for fiscal 2025 [17] - **Net Revenue**: Decreased to $44.7 million from $46.4 million in fiscal 2024 [18] - **Adjusted EBITDA**: Loss of $3.2 million compared to a positive $1.9 million in the prior year, attributed to strategic investments in technology and sales [18] - **Cash Position**: Exceeded $40 million with no outstanding debt, indicating strong financial discipline [18] Market Dynamics - **US Mortgage Market**: Currently, 13 million mortgages have interest rates above 6%, indicating a shift towards normalized market conditions [19] - **Refinance Candidates**: A substantial pool exists, which could drive volume growth in the coming years [20] - **Market Share Expansion**: Launched 29 new clients in US Appraisal and US Title segments since the peak of the mortgage market in 2022 [21] Strategic Roadmap - **Target Operating Model**: Aims for $50-$65 million in Adjusted EBITDA from the U.S. appraisal segment and $30-$45 million from the U.S. title business [22] - **Focus Areas**: Client acquisition, market share growth, and performance improvement are prioritized to achieve financial objectives [22] Long-term Vision - **Data Monetization**: Plans to monetize data in new verticals to expand addressable markets and mitigate cyclicality [20] - **Competitive Position**: Confidence in maintaining a competitive edge through performance equity and client relationships [19] Important but Overlooked Content - **Voting Procedures**: Each shareholder entitled to one vote per common share; 996 holders represented 50,301,271 shares, constituting 67.75% of issued shares [4] - **External Auditor**: Deloitte LLP appointed as external auditor, having served since 2012 [10] - **Equity Incentive Plan Amendment**: Transition from a fixed share reserve to an evergreen reserve equal to 7% of issued shares approved [11][15] Conclusion - The meeting concluded with no questions from shareholders, and the management expressed gratitude for the support from clients and shareholders [25]
U-Haul pany(UHAL) - 2026 Q3 - Earnings Call Transcript
2026-02-05 16:02
U-Haul (NYSE:UHAL) Q3 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsJason Berg - CFOJeffrey Kauffman - PartnerJoe Shoen - ChairmanSam Shoen - Board DirectorSebastien Reyes - Head of Investor RelationsConference Call ParticipantsJamie Wilen - AnalystSteven Ralston - Director of Research and Senior 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, ...