Omega Healthcare Investors (NYSE:OHI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBob Stephenson - CFOJohn Kilichowski - Vice President in Equity ResearchJohn Pawlowski - Managing Director, ResidentialJuan Sanabria - Managing Director on Equity ResearchJulian Blouin - Vice President, Real Estate Investment ResearchMatthew Gourmand - PresidentMegan Krull - Senior Vice President, Data Intelligence and Government RelationsMichael Carroll - Managing Director on Equity ResearchMichele ...

Cummins (NYSE:CMI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAngel Castillo - Executive DirectorDavid Raso - Senior Managing DirectorJamie Cook - Managing DirectorJennifer Rumsey - Chair and CEOJerry Revich - Managing DirectorKyle Menges - VP, Equity ResearchMark Smith - CFONick Arens - Executive Director, Investor RelationsSteven Fisher - Managing DirectorTim Thein - Managing DirectorConference Call ParticipantsChad Dillard - Senior AnalystNoah Kaye - Senior Research AnalystRo ...

AGCO (NYSE:AGCO) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAngel Castillo - Executive Director, Head of US Machinery, and Construction Equity ResearchDamon Audia - SVP and CFOEric Hansotia - Chairman, President, and CEOGreg Peterson - Head of Investor RelationsJerry Revich - MD of Equity ResearchTami Zakaria - Executive DirectorConference Call ParticipantsJamie Cook - MD and Senior Equity AnalystKristen Owen - Equity Research AnalystMircea Dobre - Senior Research AnalystStephen ...

Madison Square Garden Sports (NYSE:MSGS) Q2 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAri Danes - Head of Investor RelationsJamaal Lesane - COOVictoria Mink - EVP, CFO and TreasurerConference Call ParticipantsDavid Joyce - Senior Equity AnalystDouglas Wardlaw - Equity Research AnalystJoseph Stauff - Senior Equity AnalystPeter Supino - Managing Director and Senior AnalystStephen Laszczyk - VP and Equity Research AnalystOperatorGood morning! Thank you for standing by, and welcome to ...

Equitable (NYSE:EQH) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlex Scott - CFAErik Bass - Head of Investor RelationsMark Pearson - CEO and PresidentNick Lane - PresidentOnur Erzan - PresidentRobin Raju - CFOTom Gallagher - Senior Managing DirectorConference Call ParticipantsJimmy Bhullar - Equity Research AnalystJoel Hurwitz - Equity Research AnalystMichael Ward - Equity Research AnalystSuneet Kamath - Research AnalystWes Carmichael - CFA and Senior AnalystYaron Kinar - Managi ...

1Q'2026 Results February 4, 2026 Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, and such statements are based on current expectations and assumptions that are subject to risks and uncertainties. All statements other than statements of historical facts included in this presentation, including, without limitation outlook for fiscal 2026, the Company's business strategy, future financia ...

Orion Energy Systems (NasdaqCM:OESX) Q3 2026 Earnings call February 05, 2026 10:00 AM ET Speaker3Good morning, everyone, and welcome to Orion Energy Systems' fiscal 2026 third-quarter conference call. At this time, all participants are in a listen-only mode. In this call, Sally Washlow, Orion's CEO, and Per Brodin, its CFO, will review the company's third-quarter results and its fiscal 2026 and fiscal 2027 outlooks. We will then open the call to investor questions. Today's call is being recorded. A replay w ...

WEX (NYSE:WEX) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker2Hello and thank you for standing by. My name is Tiffany and I will be your conference operator today. At this time I would like to welcome everyone to the WEX Q4 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks there will be a question and answer session. If you would like to ask a question during that time simply press star then the number 1 on your telephone keypad. ...

Financial Data and Key Metrics Changes - The company declared a dividend of $0.70 per share, totaling $29.9 million, marking the eighteenth dividend payment and bringing total dividends distributed to over $725 million since the IPO [4] - The reported adjusted EBITDA for the quarter was $74.2 million, with total cash interest expense of $6.8 million [10] - Free cash at the end of the quarter was $294.5 million, an increase of about $25 million from the prior quarter [11] - The debt balance at quarter end was $516 million, with a debt to total book capitalization ratio of 32.2% and net debt to total capitalization at 13.8% [11] Business Line Data and Key Metrics Changes - The TCE per available day achieved was $50,333, with the Helios pool earning a TCE of $50,500 per day for its spot and COA voyages [6][8] - Daily operating expenses for the quarter were $9,558, remaining flat compared to the prior quarter [9] - Time charter expenses for TCN vessels were $18.2 million, consistent with guidance [10] Market Data and Key Metrics Changes - Global seaborne LPG trade reached a new quarterly record of over 37 million tons, with North America exports hitting a record of more than 18.5 million tons [15] - The VLGC market remained strong, with spot earnings well above long-term mid-cycle despite some volatility [4] - The average Baltic Index was lower than the previous quarter, but upward momentum was observed heading into 2026 [20] Company Strategy and Development Direction - The company is committed to enhancing energy efficiency and sustainability, operating 16 scrubber-fitted vessels and 5 dual-fuel LPG vessels [21] - The company plans to maintain a balance between dividends, deleveraging, and fleet investment [14] - The delivery of a newbuilding ammonia-capable VLGC is expected at the end of March 2026, with a payment of about $62 million planned [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, citing strong production levels and a positive outlook for the year [35] - The company noted that geopolitical impacts on the world market are likely, but the attractiveness of LPG as a commodity supports the belief that risks can be mitigated [20] - Management highlighted the importance of regulatory changes and the company's preparedness to meet future requirements [24] Other Important Information - The company completed 12 dry dockings in the past year, with one more scheduled, resulting in cost savings and emission reductions [5] - The average Dorian LPG fleet AER for 2025 was 6.24%, which is 10.4% better than the IMO required target for that year [23] Q&A Session Summary Question: What is driving the counterseasonal strength in the spot market? - Management indicated that uncertainties in the previous quarter led to a backlog of cargoes, which contributed to the current strength in the market [34][35] Question: Can you provide details on the charter rate for the Chaparral? - Management refrained from disclosing specific rates but noted that the charter was done opportunistically and is comparable to spot market earnings [38] Question: How will the new building be financed? - The company plans to finance the remaining payment for the new building, with more details to be provided later [41] Question: What improvements have the energy-saving devices resulted in? - Energy-saving devices generally provide around a 5% improvement in efficiency, with payback typically within a year [48][50]

Snap-on (NYSE:SNA) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker4Good morning, and welcome to the Snap-on Incorporated fourth quarter and full year 2025 results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touch-tone phone. To withdraw your qu ...