Genuine Parts Company (NYSE:GPC) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsBert Nappier - EVP and CFOTim Walsh - VP of Investor RelationsWill Stengel - President and CEOConference Call ParticipantsBret Jordan - Managing Director and Senior Equity Research AnalystChris Dankert - Senior Equity AnalystChris Horvers - Managing Director and Senior Equity Research AnalystGreg Melich - Equity Research AnalystKate McShane - Managing Director and Senior Equity AnalystMichael Lasser - Ma ...

Krystal Biotech (NasdaqGS:KRYS) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsChristine Wilson - SVP and Head of U.S. CommercialGavin Clark-Gartner - Managing Director of Biotechnology Equity ResearchJoshua Fleishman - Equity Research AssociateKate Romano - Chief Accounting OfficerKrish Krishnan - Chairman and CEOLaurent Goux - SVP and General Manager for EuropeStéphane Paquette - VP of Corporate DevelopmentSuma Krishnan - President of Research and DevelopmentConference Call Partic ...

Armada Hoffler Properties (NYSE:AHH) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsAndrew Berger - Equity Research AssociateChelsea Forrest - VP of Investor RelationsCraig Ramiro - EVP of Asset ManagementJon Petersen - Managing DirectorMatthew Barnes-Smith - CFOShawn Tibbetts - Chairman, President, and CEOViktor Fediv - Senior Equity Research AssociateOperatorThis call is being recorded on Tuesday, February 17, 2026. I would now like to turn the conference over to Chelsea Forrest, ...

Waystar (NasdaqGS:WAY) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsAlexei Gogolev - Managing DirectorBrian Peterson - Managing DirectorEdward Parker - Investor RelationsElizabeth Anderson - Senior Managing DirectorGeorge Hill - Managing DirectorKevin Caliendo - Managing DirectorMatthew Hawkins - CEORyan Halsted - Managing DirectorSteve Oreskovich - CFOSteven Valiquette - Managing DirectorConference Call ParticipantsAllen Lutz - Research AnalystBrian Tanquilut - Managing Director ...

Genuine Parts Company (NYSE:GPC) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsBert Nappier - EVP and CFOTim Walsh - VP of Investor RelationsWill Stengel - President and CEOConference Call ParticipantsBret Jordan - Managing Director and Senior Equity Research AnalystChris Dankert - Senior Equity AnalystChris Horvers - Managing Director and Senior Equity Research AnalystGreg Melich - Equity Research AnalystKate McShane - Managing Director and Senior Equity AnalystMichael Lasser - Ma ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $82.3 million, down 23% from $106.9 million in Q4 2024 [9] - Non-GAAP EPS for Q4 was $0.02, compared to $0.09 in Q4 2024 [12] - Full year revenue was $338.7 million, a decline of 14.1% from $394.2 million in 2024 [13] - Non-GAAP operating income for 2025 was $18 million, compared to $48.8 million in 2024 [14] - Net income for 2025 was $8.2 million, or $0.09 per diluted share, down from $36.4 million, or $0.41 per diluted share in 2024 [15] - Cash position at the end of 2025 was $38.4 million, up from $35.3 million at the end of 2024 [15] Business Line Data and Key Metrics Changes - Strongest regions in Q4 2025 were North America and India, generating $32.3 million and $24.7 million, respectively [9] - Non-GAAP gross margin for Q4 was 34.3%, unchanged from Q4 2024 [10] - R&D expenses for Q4 were $7.7 million, down from $8.8 million in Q4 2024 [10] - Sales and marketing expenses for Q4 were $11.4 million, up from $10.6 million in Q4 2024 [11] Market Data and Key Metrics Changes - The company expects 2026 revenue to be between $355 million and $385 million, based on backlog advancement in North America and a baseline of $100 million in annualized revenue from India [17] - The company is seeing strong demand in private networks, particularly in APAC, with a recent multi-million-dollar order from an electricity transmission utility [7] Company Strategy and Development Direction - The company plans to launch four new products in 2026, with some expected to generate initial revenue this year [5] - Focus remains on execution, differentiation, and conversion, with an emphasis on customer demand and revenue potential [6] - The company aims to improve profitability and cash generation while maintaining a disciplined approach to capital allocation [18] Management's Comments on Operating Environment and Future Outlook - Management remains confident in the outlook for 2026, with early activity in the year supporting this confidence [5] - The company is monitoring foreign exchange fluctuations and has a hedging policy in place [26] - Management believes that the second half of 2026 will be stronger than the first half, despite typical seasonality [27] Other Important Information - The company ended 2025 with a net cash position of $19.4 million, up from $10.1 million at the end of 2024 [15] - Inventory at the end of 2025 was $61.6 million, slightly up from $59.7 million at the end of 2024 [16] Q&A Session Summary Question: What would be needed to hit the high end of your 2026 guidance? - Management indicated that a combination of stronger performance in North America and India could help reach the high end of the guidance [20][21] Question: Can you talk about dollar to shekel issues and how you are handling that? - Management stated they are monitoring foreign exchange and have a hedging policy in place [26] Question: How do you see the balance of the first half versus the second half of 2026? - Management expects the second half to be stronger than the first half, with some delays in orders impacting Q1 [27] Question: Can you comment on the level of activity in the Asia-Pacific region for private networks? - Management noted multiple opportunities in APAC, particularly in mining and energy sectors [30] Question: Can you expand on your major Tier 1 customer in North America? - Management sees continued investment from this customer and opportunities for new use cases [38] Question: How are you addressing the rising costs of memory? - Management is focusing on building second and third sources for memory and making product adjustments to mitigate costs [42]

Krystal Biotech (NasdaqGS:KRYS) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsChristine Wilson - SVP and Head of U.S. CommercialGavin Clark-Gartner - Managing Director of Biotechnology Equity ResearchJoshua Fleishman - Equity Research AssociateKate Romano - Chief Accounting OfficerKrish Krishnan - Chairman and CEOLaurent Goux - SVP and General Manager for EuropeStéphane Paquette - VP of Corporate DevelopmentSuma Krishnan - President of Research and DevelopmentConference Call Partic ...

Neuroone Medical Technologies (NasdaqCM:NMTC) Q1 2026 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsDave Rosa - CEORon McClurg - CFOConference Call ParticipantsJeffrey Cohen - AnalystJeremy Pearlman - SVP and Equity Research AnalystOperatorGood day, ladies and gentlemen, and welcome to the first quarter fiscal 2026 financial results conference call for NeuroOne Medical Technologies Corporation. Today's call will be conducted by the company's Chief Executive Officer, Dave Rosa, and Ron McCl ...

Fluor (NYSE:FLR) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsJamie Cook - Managing DirectorJason Landkamer - VP of Investor RelationsJim Breuer - CEOJohn Regan - CFOSteven Fisher - Managing DirectorConference Call ParticipantsAndrew Wittman - Senior Research AnalystAndy Kaplowitz - Senior AnalystMichael Dudas - Equity Research AnalystSangita Jain - Director and Equity Research AnalystOperatorGood morning, and welcome to Fluor's fourth quarter and full year 2025 earnings conferenc ...

Waystar (NasdaqGS:WAY) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsAlexei Gogolev - Managing DirectorBrian Peterson - Managing DirectorEdward Parker - Investor RelationsElizabeth Anderson - Senior Managing DirectorGeorge Hill - Managing DirectorKevin Caliendo - Managing DirectorMatthew Hawkins - CEORyan Halsted - Managing DirectorSteve Oreskovich - CFOSteven Valiquette - Managing DirectorConference Call ParticipantsAllen Lutz - Research AnalystBrian Tanquilut - Managing Director ...