Financial Data and Key Metrics Changes - The company reported first-quarter sales of $4.7 billion, representing a 22% increase on a reported basis and a 15% increase organically year over year [7][20] - Adjusted earnings per share (EPS) reached a record of $2.72, up over 30% compared to the previous year [8][20] - Adjusted operating margins improved to 22%, an increase of 180 basis points year over year [8][20] - Free cash flow exceeded $600 million, with 100% returned to shareholders [8][20] Business Line Data and Key Metrics Changes - Industrial Solutions segment sales grew 38% year over year, with a 26% organic increase [11] - Digital Data Networks (DDN) experienced a remarkable 70% growth year over year, driven by strong AI revenue expectations [12] - Transportation Solutions segment sales increased by 10%, with organic growth of 7% year over year [15] Market Data and Key Metrics Changes - Orders increased to a record level of over $5 billion, reflecting a growth of more than $1 billion compared to the prior year [5][9] - Double-digit organic order growth was observed in all regions year over year [9] - The company expects global auto production to be approximately 88 million units for fiscal 2026, slightly down from the previous year [16][78] Company Strategy and Development Direction - The company is focusing on broadening growth drivers to capitalize on secular trends in data and power connectivity [4] - Investments in co-creation engineering models and global supply chain enhancements are expected to drive value for customers [4] - The long-term target is to achieve six to eight points of annual average growth, with expectations to exceed this in fiscal 2026 [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to deliver growth ahead of the long-term target, supported by strong order momentum [7][21] - The company is experiencing ongoing macroeconomic challenges but continues to execute well, achieving record adjusted operating margins [6][21] - Management highlighted the importance of AI and data connectivity as key growth drivers for the future [10] Other Important Information - The company plans to increase capital expenditures to support the growing pipeline of customer awards for AI programs, expecting CapEx to be closer to 6% of sales this year [20] - The adjusted effective tax rate for Q1 was approximately 22%, with expectations to remain at this level for Q2 [19] Q&A Session Summary Question: AI revenue forecast increase - Management confirmed an increase in AI revenue expectations by $200 million compared to previous forecasts, driven by new program awards and strong customer demand [28][29] Question: Order trends and revenue implications - Management noted that orders were up significantly, with strong growth across various segments, but acknowledged a typical seasonal decline in auto production affecting revenue guidance [34][36] Question: Drivers of AI revenue uptick - The increase in AI revenue expectations is attributed to new program awards and existing programs performing better than anticipated [40][42] Question: Supply chain tightness and inflation - Management indicated that while there is inflation in metal-related components, they are able to procure necessary materials and pass costs through to customers [62][71] Question: Commercial transportation outlook - Management acknowledged that while last year's first quarter was an easier comparison, they expect continued growth in commercial transportation driven by improvements in markets outside North America [66][68] Question: EPS guidance and operating income items - Management explained that the slight decrease in EPS guidance is due to tax and higher interest expenses, but they remain confident in maintaining strong incremental margins [69][70]

TE Connectivity (NYSE:TEL) Q1 2026 Earnings call January 21, 2026 08:30 AM ET Company ParticipantsTerrence Curtin - CEOHeath Mitts - CFOScott Davis - Chairman and CEOSujal Shah - VP of Investor RelationsConference Call ParticipantsLuke Junk - AnalystMark Delaney - AnalystJoe Spak - AnalystWamsi Mohan - AnalystJoe Giordano - AnalystColin Langan - AnalystAsiya Merchant - AnalystShreyas Patil - AnalystAmit Daryanani - AnalystGuy Hardwick - AnalystSteven Fox - AnalystSamik Chatterjee - AnalystWilliam Stein - An ...

Johnson & Johnson (NYSE:JNJ) Q4 2025 Earnings call January 21, 2026 08:30 AM ET Company ParticipantsDarren Snellgrove - VP of Investor RelationsJohn Reed - EVP of Innovative Medicine and R and DJoaquin Duato - CEOJoseph Wolk - CFOJennifer Taubert - EVP and Worldwide Chairman of Innovative MedicineConference Call ParticipantsTerence Flynn - AnalystAlexandria Hammond - AnalystVamil Divan - AnalystJoanne Wuensch - AnalystChris Schott - AnalystShagun Singh - AnalystLarry Biegelsen - AnalystAsad Haider - Analyst ...

Simmons First National (NasdaqGS:SFNC) Q4 2025 Earnings call January 21, 2026 08:30 AM ET Company ParticipantsWoody Lay - VPJames Brogdon - President and CEOMatt Olney - Managing DirectorChris Steenberg - COODaniel Hobbs - CFOEd Bilek - EVP and Director of Investor and Media RelationsBrian Wilczynski - VP of Equity ResearchDavid Feaster - Managing Director of BankingConference Call ParticipantsGary Tenner - Managing Director and Senior Research AnalystOperatorGood day, and welcome to the Simmons First Natio ...

Simmons First National (NasdaqGS:SFNC) Q4 2025 Earnings call January 21, 2026 08:30 AM ET Company ParticipantsWoody Lay - VPJames Brogdon - President and CEOChris Steenberg - COODaniel Hobbs - CFOEdward J. Bilek - Head of Investor RelationsBrian Wilczynski - VP of Equity ResearchDavid Feaster - Managing Director of BankingConference Call ParticipantsGary Tenner - Managing Director and Senior Research AnalystOperatorGood day, and welcome to the Simmons First National Corporation Fourth Quarter Earnings Confe ...

Bank OZK (NasdaqGS:OZK) Q4 2025 Earnings call January 21, 2026 08:30 AM ET Company ParticipantsJanet Lee - VP of Equity ResearchStephen Scouten - Managing DirectorGeorge Gleason - Chairman and CEOJake Munn - President of Corporate and Institutional BankingCatherine Mealor - Managing DirectorJay Staley - Managing Director of Investor Relations and Corporate DevelopmentTim Hicks - CFOBrian Martin - Director of Banks and ThriftsBrannon Hamblen - PresidentConference Call ParticipantsTimur Braziler - Director an ...

Johnson & Johnson (NYSE:JNJ) Q4 2025 Earnings call January 21, 2026 08:30 AM ET Company ParticipantsDarren Snellgrove - VP of Investor RelationsJohn Reed - EVP of Innovative Medicine and R and DJoaquin Duato - CEOJoseph Wolk - CFOJennifer Taubert - EVP and Worldwide Chairman of Innovative MedicineConference Call ParticipantsTerence Flynn - AnalystAlexandria Hammond - AnalystVamil Divan - AnalystJoanne Wuensch - AnalystChris Schott - AnalystShagun Singh - AnalystLarry Biegelsen - AnalystAsad Haider - Analyst ...

Charles Schwab (NYSE:SCHW) Q4 2025 Earnings call January 21, 2026 08:30 AM ET Company ParticipantsMike Verdeschi - CFOJeff Edwards - Head of Investor RelationsRick Wurster - President and CEOConference Call ParticipantsBill Katz - AnalystBrennan Hawken - AnalystStephen Turek - AnalystKen Worthington - AnalystAlex Blostein - Lead Capital Markets AnalystBrian Bedell - AnalystDevin Ryan - AnalystDan Fannon - AnalystBenjamin Budish - AnalystMike Brown - AnalystJeff EdwardsGood morning, everyone, and welcome to ...

Summary of Charles Schwab's 2026 Winter Business Update Company Overview - **Company**: Charles Schwab (NYSE:SCHW) - **Event**: 2026 Winter Business Update - **Date**: January 21, 2026 Key Points Financial Performance - **Record Year**: 2025 was a record year for Schwab, with total net revenues reaching **$23.9 billion**, a **22% increase** from 2024 [3][4] - **Adjusted Earnings**: Adjusted earnings per share were **$4.87**, up **50%** year-over-year [4][24] - **Core Net New Assets (NNA)**: Schwab attracted **$519 billion** in core NNA, a **42% increase** over the previous year [3][42] - **New Accounts**: Clients opened **4.7 million** new brokerage accounts, a **13% increase** from 2024 [3] Client Engagement and Growth Strategies - **Client Engagement**: Supported **1.9 billion trades** and **30 million calls** to service centers, with **2.2 billion digital logins**, an **18% increase** from 2024 [6][8] - **Client Accounts**: Ended the year with over **46 million client accounts** and nearly **$12 trillion** in total client assets [9] - **Growth Levers**: Focus on attracting more clients and deepening relationships by serving more of their financial needs [10][12] Innovations and Services - **New Offerings**: Launched several new services, including Advisor ProDirect and a long-short separately managed accounts program [5] - **Acquisitions**: Entered an agreement to acquire Forge to enhance access to alternative investments and made a strategic investment in Carta [5][19] - **Wealth Management**: Expanded wealth services and improved capabilities in tax, trust, and estate planning [14][16] Market Position and Competitive Advantage - **Industry Leader**: Ranked number one among peers by total client assets and daily average trades, which reached **7.7 million** per day [9] - **Cost Efficiency**: Decreased cost per account by **20%** over the last five years, maintaining a competitive edge in expense on client assets [20][21] Future Outlook - **2026 Projections**: Anticipate total revenue growth of **9.5%-10.5%** and full-year organic asset growth of around **5%** [29][60] - **Interest Rates**: Expect interest rates to decrease, with a target Fed funds rate of **3.25%** by the end of 2026 [27] - **Earnings Growth**: Projected adjusted earnings of around **$5.70-$5.80**, representing upper teens year-over-year growth [32] Capital Management - **Capital Return**: Strong capital return strategy with **$11.8 billion** returned to shareholders in various forms [26][27] - **Tier 1 Ratio**: Adjusted Tier 1 leverage ratio finished at **7.1%**, above the target range of **6.75%-7%** [26][61] Additional Insights - **Client Demographics**: Average retail client age has decreased to the **40s**, with a significant portion of new clients being Gen Z [12][43] - **Lending Opportunities**: Significant growth potential in lending, with only **9%** penetration of Pledged Asset Line among ultra-high net worth clients [17][47] - **Alternative Investments**: Growing interest in alternative investments, with expectations of increased client engagement in this area [19][40] This summary encapsulates the key insights and data points from Charles Schwab's 2026 Winter Business Update, highlighting the company's strong performance, strategic initiatives, and future outlook.

Prenetics Global (NasdaqGM:PRE) Conference January 21, 2026 08:30 AM ET Company ParticipantsDanny Yeung - CEOConference Call ParticipantsAlex Hantman - Equity Research AnalystAlex HantmanWelcome, everyone, to this session of our January 2026 MicroCap conference. I'm Alex Hantman, and I serve as an equity research analyst here at Sidoti & Company. Today, we're pleased to be in conversation with Danny Yeung, the CEO and co-founder of Prenetics, ticker PRE. During the presentation, please feel welcome to submi ...