NANO Nuclear Energy (NasdaqCM:NNE) Q1 2026 Earnings call February 17, 2026 05:00 PM ET Speaker6Greetings, and welcome to the NANO Nuclear First Quarter 2026 Financial Results and Business Update call. At this time, all participants are on a listen-only mode. Question and answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your hos ...

Leslie's (NasdaqGS:LESL) Q1 2026 Earnings call February 17, 2026 05:00 PM ET Speaker3Good afternoon, and welcome to the fiscal first quarter 2026 earnings conference call for Leslie's. At this time, all participants are in a listen-only mode. Following the prepared remarks, management will conduct a question-and-answer session. If you require any operator assistance during the conference call, please press star zero on your telephone keypad. As a reminder, this conference call is being recorded and will be ...

Republic Services (NYSE:RSG) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Speaker7Good afternoon, and welcome to the Republic Services fourth quarter and full year 2025 investor conference call. Republic Services is traded on the New York Stock Exchange under the symbol RSG. 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. ...

Precision Optics (NasdaqCM:POCI) Q2 2026 Earnings call February 17, 2026 05:00 PM ET Speaker1Good day, and welcome to the Precision Optics Reports second quarter fiscal year 2026 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on a touchtone phone. T ...

Financial Data and Key Metrics Changes - Caesars Entertainment reported full-year same-store enterprise net revenues increased by $266 million or 2% year-over-year, with fourth quarter consolidated net revenues of $2.9 billion, up 4% year-over-year, and adjusted EBITDA of $901 million, up 2% year-over-year [4][5] - The digital segment achieved an all-time quarterly EBITDA record of $85 million in Q4, contributing to full-year net revenues of $1.4 billion, up 21% year-over-year, and EBITDA of $236 million, up 100% year-over-year [4][12] Business Line Data and Key Metrics Changes - The Las Vegas segment reported same-store adjusted EBITDA of $447 million, down from $477 million the previous year, with occupancy at 92% compared to 96.5% last year and an ADR decrease of 5% [5][6] - The regional segment's revenues increased by 4% year-over-year, driven by strong performance in Danville and New Orleans, although regional EBITDA declined slightly due to adverse weather conditions [5][8] Market Data and Key Metrics Changes - The digital segment saw a 4% growth in mobile sports handle and a 28% net revenue growth in iCasino, driven by increased volume and average monthly active users [11][12] - Total monthly unique players increased by 19% to 585,000 in Q4, indicating strong customer engagement [12] Company Strategy and Development Direction - Caesars is focused on reinvesting in its assets, with several upcoming CapEx projects in Las Vegas aimed at enhancing customer experiences, including renovations and new attractions [6][8] - The company aims to refine its marketing approach to deliver strong returns on investments, particularly in the regional segment [9] Management's Comments on Operating Environment and Future Outlook - Management noted that leisure travel remains soft but is expected to stabilize, with group business helping to fill occupancy gaps [15][16] - The outlook for 2026 includes expectations of strong group mix benefits and continued improvements in Las Vegas and regional segments [9][19] Other Important Information - Caesars is optimistic about the potential legalization of iGaming in states like Maine and Virginia, which could provide significant revenue opportunities [30][76] - The company is also exploring the use of AI to enhance profitability and customer engagement across its operations [90] Q&A Session Summary Question: Insights on Las Vegas leisure customer trends - Management indicated that leisure travel is experiencing normal economic cycle activity, with strong event weekends helping to offset softness [25][26] Question: Expectations for iGaming legalization in Maine and Virginia - Management expressed optimism about Maine's potential launch and noted positive developments in Virginia's legislative process [30][31] Question: Balancing debt reduction and share buybacks - Management plans to balance free cash flow generation between debt reduction and share repurchases, with more activity expected in the second quarter [51][52] Question: Drivers of other revenue line item in Las Vegas - Management will provide further details on the drivers of the other revenue line item in a follow-up [53] Question: Impact of tax refunds on consumer spending - Management believes tax refunds could serve as a tailwind for consumer discretionary spending in 2026 [56] Question: Digital business performance and customer acquisition - Management noted improvements in customer retention and acquisition costs, contributing to growth in monthly active users [84][102]

Financial Data and Key Metrics Changes - Total revenue for the full year 2025 was $329.5 million, a 12% increase year-over-year [4] - Full year gross margins expanded by 190 basis points year-over-year to 75.9% [5] - Adjusted EBITDA increased 21% year-over-year to $44.8 million [5] - Q4 total revenue grew by 21% year-over-year to $103.6 million [28] - Q4 gross margin was 78.2%, compared to 75.2% in Q4 2024 [28] - Net income increased by 9% to $10.6 million, or $0.46 per diluted share [30] Business Line Data and Key Metrics Changes - Lymphedema revenue increased 16% year-over-year to $89.5 million in Q4 [6] - Airway clearance revenue increased 66% year-over-year to $14.1 million in Q4 [6] - Sales and rentals of lymphedema products increased by $12.4 million, or 16% [28] - Sales of airway clearance products increased by $5.6 million, or 66% [28] Market Data and Key Metrics Changes - The company expects total revenue for 2026 to be in the range of $357 million to $365 million, representing year-over-year growth of 8% to 11% [6][31] - The Medicare channel remained strong in Q4, with patients moving directly to the Flexitouch Advanced pump under new NCD criteria [10] Company Strategy and Development Direction - The acquisition of LymphaTech is a significant milestone, expanding the company's capabilities in lymphedema solutions and enhancing R&D [8][15] - Strategic priorities include improving access to care, expanding treatment options, and enhancing lifetime patient value [9][25] - The company aims to leverage AI technology to improve order processes and operational efficiency [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the new Medicare prior authorization requirements, viewing them as a short-term headwind [31][46] - The company believes it is well-positioned to continue delivering growth in line with the overall lymphedema market [33] - Management highlighted the importance of ongoing investments in people and technology to support future growth [37] Other Important Information - The company ended 2025 with $83.4 million in cash and cash equivalents and generated close to $43 million in operating cash flow during the year [5] - The company has no outstanding borrowings as of the end of Q4 2025 [30] Q&A Session Summary Question: What drove the strong performance in the lymphedema business in Q4? - Management noted multiple investments in people, processes, and technology, including strong CRM adoption and increased sales rep productivity [41][42] Question: How do the new prior authorization requirements balance with the tailwinds from the NCD? - Management indicated that the guidance reflects a balanced approach, incorporating both tailwinds from the NCD and the headwinds from prior authorization [44][46] Question: Can you elaborate on the LymphaTech acquisition and its commercialization model? - Management expressed excitement about integrating LymphaTech into their commercial engine, focusing on measurement and surveillance for lymphedema [53][55] Question: What are the expectations for EBITDA margin growth moving forward? - Management indicated that while EBITDA margins are expected to grow modestly in 2026, long-term growth is anticipated as investments are completed [68]

Financial Data and Key Metrics Changes - Q4 2025 sales reached $202 million, a 5% increase compared to Q4 2024, and adjusted EBITDA margins improved by 500 basis points to 17.1% [4][13] - Adjusted EPS for Q4 was $0.89, nearly double the prior year period, driven by higher sales and improved operating expenses [13][14] - Free cash flow for the year was $71 million, with $52 million allocated for share repurchases [9][16] Business Line Data and Key Metrics Changes - Industrial sales, the largest segment, accounted for 27% of total revenue, with a high single-digit growth year-over-year [5][6] - Aerospace and Defense sales represented 16% of revenue, growing at a high single-digit rate for the full year despite a slight decline in Q4 [6] - EV and HEV sales remained at 14% of revenue, with Q4 sales declining year-over-year due to challenges in certain regions [6][7] - ADAS sales grew at a double-digit rate for the full year, benefiting from increased adoption and vehicle autonomy [7] Market Data and Key Metrics Changes - The company noted a gradual improvement in end markets, particularly in industrial, ADAS, and renewable energy sectors [5][6] - Portable electronics sales declined in both Q4 and for the full year, primarily due to a product reaching end of life [7] Company Strategy and Development Direction - The company aims to improve multi-year growth and profitability initiatives, with a focus on securing design wins across various market segments [10][11] - Data centers have been identified as a significant new market opportunity, with initial design wins secured in the EMS business [10][26] - The company plans to maintain disciplined capital allocation and keep capital expenditures comparable to 2025 levels [11][16] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for Q1 2026, expecting continued growth in industrial sales but uncertainty in the automotive and EV sectors [22][23] - The company anticipates significant year-over-year improvements in Q1 2026 sales and profitability, with adjusted EPS expected to range from $0.45 to $0.85 [18][19] - Management highlighted the importance of innovation and new product development to drive future growth [49][50] Other Important Information - The company achieved $25 million in cost improvements in 2025, with an additional $20 million expected by the end of 2026 [9][11] - The restructuring of ceramic operations in Germany is on track, with anticipated annual savings of $13 million [11][36] Q&A Session Summary Question: Guidance for Q1 and near-term outlook for ADAS and renewables - Management expects stronger growth in the industrial sector but sees uncertainty in automotive and EV markets, with guidance reflecting these conditions [22][23] Question: Key applications in data centers - Management emphasized opportunities in thermal management and signal integrity technologies, with larger brand name OEMs qualifying these technologies [25][26] Question: Broader initiatives for multi-year growth - Management indicated growth targets across all business segments, with specific initiatives aimed at expanding market share and engaging directly with OEMs [32][33] Question: Profitability improvement initiatives - Management confirmed ongoing initiatives are in place, with expected benefits from restructuring efforts in the second half of 2026 [35][36] Question: Impact of tariffs on business operations - Management noted that the company's global manufacturing capabilities mitigate tariff impacts, allowing for local supply to customers [54][55]

This presentation contains "forward-looking statements" within the meaning of The Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, statements regarding the estimated future financial performance, financial position and guidance, the business strategy, plans and objectives of management for future operations, potential market access in various jurisdictions, expectations around partnership and commercial ventures, and estimated potential market size an ...

Cadence Design Systems (NasdaqGS:CDNS) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Speaker14Ladies and gentlemen, good afternoon. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Cadence fourth quarter and fiscal year 2025 earnings conference 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 ...

Axcelis Technologies (NasdaqGS:ACLS) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Speaker9Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company results for the fourth quarter and full year 2025. My name is Victor, and I'll be your coordinator for today. I'd like to turn the presentation over to your host for today's call, David Ryzhik, Senior Vice President of Investor Relations and Corporate Strategy. Please proceed.Speaker3Thank you, operator. This is D ...