Financial Data and Key Metrics Changes - The company achieved a record-breaking top-line growth with a 32% increase in diluted earnings per share for the quarter, driven by strategic initiatives [2] - Net sales for the second quarter of fiscal 2026 increased by 4.6% to $314.8 million, compared to $301.1 million in the same quarter of fiscal 2025 [9] - Gross profit increased by $6.9 million, or 13.2%, to $59.2 million, with gross profit margin rising to 18.8% of net sales from 17.4% in the prior year [11][12] - Net income for the second quarter was $18 million, or $1.53 per diluted share, compared to $13.6 million, or $1.16 per diluted share for the same quarter last year [13] Business Line Data and Key Metrics Changes - The weighted average sales price per pound increased by 15.8%, while sales volume decreased by 9.7% [9] - Sales volume in the consumer distribution channel decreased by 8.4%, primarily due to a 7.9% decline in private brand sales [10] - The contract manufacturing channel saw a significant decline of 26.5% in sales volume, attributed to reduced granola volume processed [11] Market Data and Key Metrics Changes - The snack nut and trail mix category was down 4% in pounds but up 3% in dollars, indicating a price increase of 8% for snack nuts [21] - The recipe nut category experienced a 2% increase in pounds and a 14% increase in dollars, driven by seasonal demand and higher prices [23] - The bar category grew by 6% in pounds and dollars, indicating a rebound in the market [24] Company Strategy and Development Direction - The company is focused on accelerating its snack and energy bar business, particularly in the protein-forward segment [4] - Strategic investments are being made to enhance operational efficiency and expand production capacity [4] - The long-range plan emphasizes growth in private brand business and innovation in product offerings [19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged headwinds from shifting consumer behavior and elevated retail prices impacting overall sales volume [3] - There is cautious optimism for the second half of fiscal 2026, driven by recent commercial momentum and new business secured with important customers [25] - The company remains committed to navigating challenges in the economic environment while focusing on long-term shareholder value [25] Other Important Information - A special dividend of $1 per share was distributed, reflecting the company's strong financial position [4] - The total value of inventories increased by 14.4% year-over-year, primarily due to higher commodity acquisition costs [14][15] Q&A Session Questions and Answers Question: Where do you stand on the equipment delivery and quality assurance? - The company confirmed that 85% of the new equipment is on-site or in transit, with installation and production expected to begin in July 2026 [30][31] Question: How quickly can pricing adjustments be passed through to retailers? - The company typically undergoes a 6-month price review with retailers, followed by a 60-90 day timeline to implement price changes [33]

Summary of Coeptis Therapeutics Holdings Incorporated Annual and Special Meeting Company Overview - **Company Name**: Coeptis Therapeutics Holdings Incorporated - **Meeting Date**: January 30, 2026 - **Format**: Virtual meeting Key Points Discussed Meeting Structure - The meeting was called to order at 10:00 A.M. ET, with a quorum present [1] - The business portion was conducted first, followed by a Q&A session [3] Proposals Voted On 1. **Merger Proposal**: Approval of the issuance of terms of the merger with Z Squared Inc. as per the Agreement and Plan of Merger dated April 25, 2020 [5] 2. **Name Change Proposal**: Amending the certificate of incorporation to change the company's legal name from Coeptis Therapeutics Holdings, Inc. to Z Squared Inc. [6] 3. **Incentive Compensation Plan**: Approval of the company's 2025 incentive compensation plan [7] 4. **Board of Directors Proposal**: Election of directors effective until the next annual meeting [8] 5. **Option Exchange Proposal**: Approval of a one-time option event to reset the exercise price of outstanding underwater options [9] 6. **Ratification of Accounting Firm**: Ratification of the appointment of an independent registered public accounting firm [10] 7. **Executive Compensation Advisory Vote**: Non-binding advisory proposal on the compensation of named executive officers [10] 8. **Adjournment Proposal**: Proposal to adjourn the meeting if necessary [11] Voting Process - Polls were opened for stockholders to vote on the proposals, with instructions provided for submitting votes [2][4] Conclusion of Meeting - The meeting concluded with a note that all proposals were preliminarily approved, and the adjournment proposal was deemed unnecessary [11][12] Additional Important Information - The final results of the meeting will be reported in a current report on Form 8-K within four business days [12] - The meeting emphasized the importance of stockholder participation and thanked attendees for their contributions [11]

Financial Data and Key Metrics Changes - The company reported earnings of $29.5 million, or $1.20 per share, with a return on assets (ROA) of almost 3% for the fourth quarter of 2025 [4] - Net interest income increased to approximately $31 million from $26 million in the previous year [18] - The net interest margin improved to 328 basis points from 290 basis points year-over-year [18] Business Line Data and Key Metrics Changes - The company grew checking accounts by over 23% during the year, with a total increase of about $116 million [6][9] - Closed loans in the Primis Mortgage segment increased to approximately $1.2 billion, a 50% increase over 2024 [14] - The average earning assets increased by 13% annualized in the fourth quarter [17] Market Data and Key Metrics Changes - Non-interest-bearing deposits ended the year at $554 million, or 16% of total deposits, up from 14% the previous year [18] - The company anticipates mortgage warehouse balances to average $500 million across 2026, with seasonal peaks expected [28] Company Strategy and Development Direction - The company aims for a 1% ROA goal for 2026, with expectations for further margin expansion [24][38] - The focus remains on growing core deposits and improving the mix of earning assets, with a strategy to leverage existing resources for growth [15][16] - The company is committed to maintaining a community-style banking approach, enhancing customer loyalty and deposit retention [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving growth targets, citing a strong pipeline and operational leverage as key drivers [12][16] - The company noted that the vast majority of operational noise from previous quarters is behind them, with expectations for a smoother first half of 2026 [42] - Management highlighted the importance of new customer acquisition and the positive impact on deposit balances over time [51][53] Other Important Information - The company completed a sale-leaseback transaction that allowed for repositioning and entering 2026 with momentum [24] - The core bank's cost of deposits remains attractive at 159 basis points, down from the previous quarter [20] Q&A Session Summary Question: What are the expectations for warehouse balances in 2026? - Management anticipates mortgage warehouse balances to average $500 million across the year, with seasonal fluctuations [28] Question: How should we think about overall loan growth in 2026? - The core bank is targeting approximately $100 million in loan growth, with a focus on C&I and owner-occupied loans [32] Question: What is the target sustainable ROA for 2026? - The target remains at 1% ROA for the full year, with expectations for improvement in the second half [38]

Brookdale Senior Living (NYSE:BKD) 2026 Investor Day January 30, 2026 10:00 AM ET Company ParticipantsA.J. Rice - Managing DirectorAndrew Mok - DirectorBen Hendrix - VPDawn Kussow - CFOMary Sue Patchett - COOMike Grant - VP of Investor RelationsNick Stengle - CEONone - Video NarratorConference Call ParticipantsBrian Tanquilut - Senior Equity Research AnalystDavid Larsen - Managing Director and AnalystJoanna Gajuk - Equity Research AnalystJosh Raskin - Research AnalystMike GrantGood morning, everybody, and t ...

Financial Data and Key Metrics Changes - The company reported earnings of $29.5 million, or $1.20 per share, with a return on assets (ROA) of almost 3% for the fourth quarter of 2025 [4] - The net interest income increased to approximately $31 million from $26 million in the previous year [18] - The net interest margin improved to 328 basis points from 290 basis points year-over-year [18] Business Line Data and Key Metrics Changes - The company grew checking accounts by over 23% during the year, with a total increase of about $116 million [6][9] - The loan portfolio saw significant growth, with gross loans held for investment increasing approximately 10% annualized from September 30 to December 31 [17] - Primis Mortgage closed loans increased to approximately $1.2 billion, a 50% increase over 2024 [14] Market Data and Key Metrics Changes - Non-interest-bearing deposits ended the year at $554 million, or 16% of total deposits, compared to 14% at the end of 2024 [18] - The company anticipates mortgage warehouse balances to average $500 million across 2026, with seasonal peaks expected [28] Company Strategy and Development Direction - The company aims for a sustainable ROA of 1% for the full year 2026, with expectations for margin expansion [39] - The focus remains on growing the core bank with good deposits and integrated lines of business, avoiding reliance on investor commercial real estate [15][54] - The company plans to continue hiring in the mortgage sector but with a more incremental approach to avoid large upfront expenses [56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving goals for 2026, citing substantial momentum and opportunities for growth [5][24] - The company has controlled operating expenses and expects to maintain a core expense range of $23 million to $24 million in 2026 [24] - Management noted that the majority of noise from previous quarters is behind them, with expectations for improved margins and reduced expenses [43] Other Important Information - The company completed a sale-leaseback transaction that allowed for repositioning and entering 2026 with momentum [24] - The company has maintained 90% of digital deposit balances despite a decrease in rates, reflecting customer loyalty [11] Q&A Session Summary Question: What are the expectations for warehouse balances in 2026? - Management anticipates mortgage warehouse balances to average $500 million across the year, with seasonal peaks expected [28] Question: How should we think about overall loan growth in 2026? - The core bank is expected to grow loans by about $100 million, or 5% to 7%, with additional growth from Panacea and Warehouse [32] Question: What is the target sustainable ROA for 2026? - The target remains a 1% ROA for the full year, with expectations for improvement in the second half [39] Question: Is there still noise in the quarterly expenses? - Most of the noise is expected to be behind the company, with only minor impacts anticipated in the first quarter [43] Question: How will mortgage banking impact expenses? - Mortgage banking expenses are expected to scale with revenue, with a pre-tax contribution of 50 to 60 basis points anticipated [34]

Financial Data and Key Metrics Changes - The company achieved a record-breaking top-line growth with a 32% increase in diluted earnings per share for the quarter, driven by strategic initiatives [2] - Net sales for the second quarter of fiscal 2026 increased by 4.6% to $314.8 million, compared to $301.1 million in the second quarter of fiscal 2025 [9] - Gross profit increased by $6.9 million, or 13.2%, to $59.2 million, with gross profit margin rising to 18.8% of net sales from 17.4% in the prior year [11][12] - Net income for the second quarter of fiscal 2026 was $18 million, or $1.53 per diluted share, compared to $13.6 million, or $1.16 per diluted share for the same quarter last year [13] Business Line Data and Key Metrics Changes - The consumer distribution channel saw an 8.4% decline in sales volume, primarily due to a 7.9% decline in private brand sales [10] - Sales volume in the contract manufacturing channel decreased by 26.5%, attributed to reduced granola volume processed [11] - The recipe nut category experienced a 2% increase in pounds and a 14% increase in dollars, driven by seasonal impacts and higher prices [23] Market Data and Key Metrics Changes - The snack nut and trail mix category was down 4% in pounds but up 3% in dollars, with snack nut prices rising by 8% [21] - The Orchard Valley Harvest brand saw a 42% decline in pound shipments due to lost distribution at a national specialty retailer [22] - The bar category grew by 6% in pounds and dollars, driven by branded player growth, while private label bar shipments were down 12% [24] Company Strategy and Development Direction - The company is focused on accelerating its snack and energy bar business, particularly in the protein-forward segment [4] - Strategic investments are being made to enhance operational efficiency and expand production capacity [4] - The long-range plan emphasizes growth in private brand business and innovation in product offerings [19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged headwinds from shifting consumer behavior and elevated retail prices impacting overall sales volume [3] - There is cautious optimism for the second half of fiscal 2026, driven by recent commercial momentum and new business secured with important customers [25] - The company remains committed to creating long-term shareholder value through strategic initiatives and operational excellence [25] Other Important Information - A special dividend of $1 per share was distributed, reflecting the company's strong financial position [4] - The total value of inventories increased by 14.4% year-over-year, primarily due to higher commodity acquisition costs [14][15] Q&A Session Questions and Answers Question: Where do you stand on the equipment delivery and quality assurance? - The company confirmed that 85% of the new equipment is on-site or in transit, with installation and production expected to begin in July 2026 [30][31] Question: How quickly can pricing adjustments be passed through due to higher nut costs? - The company typically has a 6-month price review cycle with a 60-90 day timeline to implement price changes [33]

Covenant Logistics Group (NYSE:CVLG) Q4 2025 Earnings call January 30, 2026 10:00 AM ET Company ParticipantsDavid R. Parker - CEODustin Koehl - COOJoey Hogan - EVPPaul Bunn - PresidentTripp Grant - CFOConference Call ParticipantsDan Moore - AnalystJason Seidl - AnalystJeff Kauffman - AnalystReed Saiya - AnalystScott Group - AnalystOperatorWelcome to today's Covenant Logistics Group Q4 2025 Earnings Release and Investor Conference Call. Our host for today's call is Tripp Grant. At this time, all participants ...

Seacoast Banking of Florida (NasdaqGS:SBCF) Q4 2025 Earnings call January 30, 2026 10:00 AM ET Company ParticipantsCharles Shaffer - Chairman, President, and CEODavid Bishop - DirectorDavid Feaster - Managing DirectorMichael Young - EVP and Chief Strategy OfficerTracey Dexter - EVP and CFOWoody Lay - VPConference Call ParticipantsRussell Gunther - Managing Director and Equity Research AnalystStephen Scouten - Managing Director and Senior Research AnalystOperatorWelcome to Seacoast Banking Corporation's four ...

Financial Data and Key Metrics Changes - The company generated full-year Adjusted EBITDA of $2.4 billion, a decrease from $2.6 billion in 2024, reflecting lower ownership in three businesses following partial sales [17] - Adjusted EFO for the year was $1.2 billion, including $161 million of net gains during the year [17] - Excluding tax credits and the impact of acquisitions and dispositions, Adjusted EBITDA was $2.1 billion, compared to $2 billion in the prior year [17] Business Line Data and Key Metrics Changes - The industrial segment generated full-year Adjusted EBITDA of $1.3 billion, up from $1.2 billion last year, with a 10% increase excluding acquisitions and dispositions [17][18] - The business services segment generated full-year Adjusted EBITDA of $823 million, down from $832 million last year, but increased approximately 5% on a same-store basis [18][19] - The infrastructure services segment generated full-year Adjusted EBITDA of $436 million, down from $606 million last year, impacted by the sale of operations and lower terminal deliveries [19][20] Market Data and Key Metrics Changes - North America is benefiting from easing rates, steady consumer spending, and resilient labor markets, although growth remains challenging in certain end markets [10][11] - In Europe, conditions are more challenging with slower activity in cyclical and industrial end markets, but there are early signs of improvement supported by fiscal spending and stabilizing energy prices [11] Company Strategy and Development Direction - The company is close to completing a corporate reorganization to become a single, newly listed corporation, which is expected to improve trading liquidity and increase index-driven demand for shares [5][6] - The strategy focuses on operational excellence and capital recycling, with significant investments in growth acquisitions and stock repurchases [4][8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the market backdrop, highlighting that the trading price is 50% higher than a year ago but still at a discount to NAV [8] - The company is well-positioned with capital and capabilities to continue building value in 2026, with a strong focus on operational improvements and cash generation [9][15] Other Important Information - The company ended the year with approximately $2.6 billion of pro forma liquidity at the corporate level, providing significant flexibility for growth and capital allocation [20][21] - The company has repurchased approximately $235 million of its units and shares, remaining committed to completing its $250 million buyback program [21] Q&A Session Summary Question: Clarios performance and monetization - Management indicated that Clarios is generating significant free cash flow and the 45X tax credits will enhance cash for reinvestment, with various options for returning cash to shareholders [23][24] Question: Scientific Games earnings trajectory - Management noted that while there is a strong pipeline for Scientific Games, it takes time for earnings to materialize, and they remain cautiously optimistic about the business [26][27] Question: Balance between reducing leverage and pursuing growth - Management emphasized that growing EBITDA will naturally reduce leverage, and they are focused on growth while managing debt levels [28][29] Question: Update on CDK operations - Management reported strong renewal activity and a focus on stabilizing churn through modernization and customer relationship solidification [42][43] Question: Deployment of capital and acquisitions - Management expressed confidence in continuing the momentum of acquisitions into 2026, with several opportunities being explored [45]

Weyerhaeuser Company (NYSE:WY) Q4 2025 Earnings call January 30, 2026 10:00 AM ET Company ParticipantsAndy Taylor - VP of Investor RelationsDavid Wold - CFODevin Stockfish - CEOGeorge Staphos - Managing DirectorHamir Patel - Executive DirectorKetan Mamtora - DirectorMatthew McKellar - VPNico Piccini - Equity Research AssociateConference Call ParticipantsAnthony Pettinari - Research AnalystCharles Barone - AnalystHong Zhang - Equity Research AnalystKurt Yinger - SVP and Research AnalystMark Weintraub - Senio ...