Kerry Group (OTCPK:KRYA.F) 2026 Conference February 19, 2026 08:00 AM ET Company ParticipantsEdmond Scanlon - CEOElizabeth Horvath - VP of Marketing for North AmericaMarguerite Larkin - CFOModeratorGood morning, welcome. If we could all find our seats, please, for our next presentation. It gives me great pleasure to introduce Kerry's presentation, which we always look forward to. Kerry is a global leader in the B2B specialty ingredients market, with a consistent, strong track record of growth. In fact, you' ...

Johnson Controls International (NYSE:JCI) 2026 Conference February 19, 2026 08:00 AM ET Company ParticipantsAndy Kaplowitz - Managing Director and Head of the Industrials Sector Research TeamMarc Vandiepenbeeck - EVP and CFOAndy KaplowitzWe're very excited to start day three of our conference with Johnson Controls. We've got Marc Vandiepenbeeck with us, who is the EVP and CFO of Johnson Controls. Marc, as I walk over, a lot's been going on over the last year for you guys. I wanna start with JCI's transforma ...

The Kraft Heinz Company (NasdaqGS:KHC) 2026 Conference February 19, 2026 07:00 AM ET Company ParticipantsAndre Maciel - CFOPete Galbo - Managing Director and Head of US Consumer Staples Equity ResearchSteve Cahillane - CEONone - Video Narrator 1None - Video Narrator 2None - Video Narrator 3Conference Call ParticipantsMichael Lavery - Equity Research AnalystNone - AnalystModeratorEverybody, if we could find our seats, we'll kick off our first presentation of the day, and thanks, everybody, for being willing ...

Orange (OTCPK:ORAN.Y) 2026 Capital Markets Day February 19, 2026 03:00 AM ET Company ParticipantsAkhil Dattani - Head of European Telecoms Equity ResearchAliette Mousnier-Lompré - CEO of Orange BusinessChristel Heydemann - CEOConstance Gest - Head of Investor Relations and Financial CommunicationDavid Wright - Equity Research - TelecomsFernando Cordero - Head of European TMT Equity ResearchJeremy Ben Nathan - Equity Research - TelecomsJosh Mills - Executive Director and Sector Head - Telecoms ResearchJérôme ...

Neometals (OTCPK:NMTA.Y) 2026 Conference February 18, 2026 09:15 PM ET Company ParticipantsChris Reed - Managing DirectorOperatorThis is Neometals, and this is Chris Reed, and he will explain why. Please make him welcome.Chris ReedThank you very much, Chrissy. Thanks to RIU, and good morning, ladies and gentlemen. The first thing I'd like to say is, the greatest asset at Neometals is its people, and today I'd like to shout out to our technical team on the gold, Darren Townsend and Clay Gordon. I stood up he ...

Molson Coors Beverage Company (NYSE:TAP) 2026 Conference February 18, 2026 05:00 PM ET Company ParticipantsGreg Tierney - VP FP&A and Commercial FinanceKevin Grundy - Managing DirectorRahul Goyal - President and CEORobert Ottenstein - Senior Managing DirectorTracey Joubert - CFOConference Call ParticipantsChris Carey - Senior Equity Analyst and Head of Consumer Staples ResearchEric Serotta - US Beverages, Tobacco, and Household Products Equity Research AnalystModeratorGood evening, everyone. It's a pleasure ...

AVITA Medical (NasdaqCM:RCEL) Update / briefing February 18, 2026 05:00 PM ET Company ParticipantsBen Atkins - VP of Investor Relations and Corporate CommunicationsCary Vance - Interim CEODavid O'Toole - CFOCary VanceUnderstanding, trying to understand our business, wanting to become more, predictable, forecastable, credible, to, to understand how we might remove some of the noise and distraction as well around our, our covenants. And, the goal over the fourth quarter was not only to start, understanding ou ...

Summary of Cummins (NYSE:CMI) 2026 Conference Call Company Overview - **Company**: Cummins Inc. (NYSE:CMI) - **Date of Conference**: February 18, 2026 - **Key Participants**: Kyle Menges (Citi), Jeff Wiltrout (Corporate Strategy), Nick Arens (Investor Relations) Key Points Industry and Market Position - Cummins is focusing on a **fuel-agnostic engine platform** to align with the **Destination Zero strategy** and prepare for **EPA 2027 regulations** [1][2] - The company has invested heavily in **next-generation engine technology**, launching three new engine platforms simultaneously, which is unprecedented for Cummins [2][3] Electric Vehicle (EV) Strategy - Cummins acknowledges the **growing trend towards zero-emissions technologies**, including battery electric and E-axles, and has made investments in these areas over the last decade [5][6] - The company views **Tesla** as a significant competitor in the heavy-duty truck market but believes that the economic viability of battery electric trucks will depend on regulatory drivers [6][7] - In **China**, there has been a significant push for battery electric trucks, with over **20% adoption** in the heavy-duty truck market, although Cummins is less exposed to this segment [9][10] EPA 2027 Regulations - The **35 milligram NOx standard** is expected to be implemented, with a potential removal of extended warranty requirements to reduce upfront costs for fleets [15][16] - Cummins is confident in its architecture and technology to meet these regulations, although the timeline for launching three platforms is challenging due to supplier and regulatory coordination [16][19] Financial Outlook and Pricing - The average selling price of trucks is expected to increase by about **$10,000**, primarily driven by the powertrain segment [24][25] - The company anticipates that the new engine platforms will provide margin opportunities over the next few years as production stabilizes [26] Research and Development (R&D) - R&D spending has increased by approximately **$150 million annually** for platform investments, with expectations for a tapering off post-launch in 2027 [27][29] Power Generation and Data Centers - Cummins has seen significant growth in the **power generation** and **data center** markets, driven by increased demand for redundant power solutions [31][32] - The company has doubled its capacity to serve this market and is evaluating further investments for growth [34][36] - The order backlog extends through **2027**, with discussions about orders into **2028** [41][42] Competitive Landscape - Cummins maintains a strong competitive position in the data center backup power market due to its established relationships, reputation, and distribution capabilities [62][63] - The company is aware of increasing competition but believes its unique offerings are difficult to replicate [64] Tariff Impacts - Tariffs are impacting margins, particularly in the engine and distribution segments, with an estimated **50 basis points of dilution** in guidance due to tariff surcharges [73][74] - The company is exploring potential rebates related to tariffs, which could improve margins if successful [76][78] Future Guidance and Investor Day - Cummins plans to update its **2030 financial targets** at the upcoming Investor Day, focusing on engine components, power generation, margin profiles, and capital allocation strategies [99][100][101] Additional Insights - The company is actively engaging with customers to secure favorable payment terms and long-term contracts to support investments in capacity [96][98] - There is a strong demand for backup power solutions, with no visible signs of a slowdown in demand expected through the decade [48][50]

Hormel Foods (NYSE:HRL) 2026 Conference February 18, 2026 04:00 PM ET Company ParticipantsJeffrey M. Ettinger - Interim CEOJohn F. Ghingo - PresidentNone - Video NarratorJohn F. GhingoTenure as CEO from 2006 to 2016 included many CAGNY presentations. He just can't get enough. Please join me in thanking Jeff and everyone at Hormel for this morning's break. Hormel Foods is a global branded food company, centered on protein, built around a deep understanding of the consumer. They are building on an outstanding ...

Werner Enterprises (NasdaqGS:WERN) FY Conference February 18, 2026 03:35 PM ET Company ParticipantsChris Neal - SVP of Pricing and Strategic PlanningDerek Leathers - Chairman and CEOConference Call ParticipantsEric Morgan - Equity Research AnalystNone - AnalystEric MorganAll right. Good afternoon, everyone. I'm Eric Morgan. The transports team here at Barclays, covering trucking. Very excited to have Werner Enterprises here. I'm joined by Derek Leathers, Chairman and CEO, Chris Neal, Senior Vice President i ...