Other factors that may cause the Company's actual results to differ from current expectations are discussed in the Company's filings with the Securities and Exchange Commission (the "SEC"), including the section titled "Risk Factors" in the Company's Form 10-Q for the quarter ended September 30, 2025, filed with the SEC on October 28, 2025. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date this presentation is given. Except as required by law, ...

Fortive (NYSE:FTV) 2026 Conference February 17, 2026 03:30 PM ET Company ParticipantsMark Åkerström - SVP and CFOOlumide Soroye - President and CEOModeratorWe are very excited to have Fortive Corporation with us today. We have Olumide Soroye, who is the president and CEO of Fortive, and we have Mark Åkerström, who is SVP and CFO of Fortive. And guys, you've been through, you know, a lot over the last couple quarters, and now a public company that's more focused. And so Olumide, maybe to start off with, I th ...

Fourth Quarter 2025 Financial Results © 2026 RB Global, Inc. | All Rights Reserved Forward-Looking Statements Forward-Looking Statements: Certain statements contained in this presentation include "forward-looking statements" within the meaning of U.S. federal securities laws and "forward-looking information" within the meaning of Canadian securities laws (collectively, "forward-looking statements"). Forward-looking statements herein include, in particular statements relating to future financial and operatio ...

Q2 Fiscal Year 2026 Earnings Call February 17, 2026 © 2026 Palo Alto Networks, Inc. All rights reserved. Proprietary and confidential information. © 2026 Palo Alto Networks, Inc. All rights reserved. Safe Harbor This presentation contains "forward-looking" statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. All statements other than statements of historical or current facts, including, without limitation, statements regarding the cybersecurity threat lands ...

Halozyme Therapeutics, Inc. 1 Forward-Looking Statements In addition to historical information, the statements set forth in this presentation include forward-looking statements including, without limitation, statements concerning the Company's expected future financial performance and growth rates (including the Company's 2026 financial guidance and longer term financial outlook through 2028 and the assumptions used in deriving such guidance and longer term financial outlook) including expectations for futu ...

Sysco Corporation Conference Call Summary Company Overview - **Company**: Sysco Corporation (NYSE:SYY) - **Industry**: Food Service Distribution - **Fiscal 2025 Sales**: Approximately $81 billion - **Customer Locations**: Roughly 730,000 - **Sales Composition**: 60% from restaurants, 40% from recession-resistant sectors (government, education, healthcare, large campuses) [1][4][5] Core Business Insights - **Market Position**: Leading global distributor in the food away from home industry with the highest market share and profitability [4][29] - **Specialty Foods**: Number one specialty foods distributor with multiple brands exceeding $1 billion in sales, contributing over $10 billion annually [4] - **International Growth**: Nine consecutive quarters of double-digit profit growth in international markets, with a focus on expanding fulfillment capacity and product assortment [5][9][14] Growth Drivers - **Market Trends**: Food away from home continues to gain market share from grocery, driven by busy lifestyles, food innovation, and improved to-go experiences [6][7][8] - **U.S. Market Share**: Sysco holds approximately 18% market share in a $377 billion U.S. food service market, with the potential for further growth [8][9] - **Non-Commercial Segment**: This segment is growing faster than the restaurant business, indicating resilience against economic fluctuations [10] Financial Performance - **Sales Growth Guidance**: Reiterated guidance for FY 2026 with sales growth of 3%-5% and adjusted EPS growth of 1%-3% [30] - **Historical Performance**: Achieved CAGRs of 5% on the top line and 9% on the bottom line over the past four years [30] - **Operating Leverage**: Positive operating leverage with gross profits growing faster than operating expenses [31] Strategic Initiatives - **Sales Improvement**: Focus on improving sales consultant retention and productivity through training and technology [15][27] - **Merchandising Strategy**: Transitioning to a center-led merchandising strategy to optimize product assortment and supplier relationships [19][20] - **M&A Opportunities**: Continued focus on strategic acquisitions to drive growth, targeting an average contribution of 50 basis points from M&A [36] Capital Allocation and Shareholder Returns - **Dividend Growth**: Commitment to long-term dividend growth, with a target payout ratio of 40%-50% of EPS [44][45] - **Share Repurchase**: Plan to return approximately $1 billion to shareholders through share repurchases [44] - **Cash Flow Generation**: Generated approximately $1.8 billion in cash flow last year, demonstrating strong quality of earnings [34] Market Outlook - **Confidence in Growth**: Strong confidence in achieving at least 2.5% local volume growth in the second half of the fiscal year, supported by internal initiatives and M&A contributions [12][26] - **Resilience in Various Sectors**: Continued growth in travel, leisure, education, and healthcare sectors, which are generally recession-resilient [32] Conclusion - **Investment Thesis**: Sysco is positioned as a compelling investment opportunity due to its leadership in a growing industry, strong financial performance, and commitment to shareholder returns [46][48]

Managem ent Letter February 17, 2026 Our Fellow Shareholders: As we begin 2026, the macro-economic environment remains mixed and defined by uneven growth, shifting interest-rate expectations, and continued uncertainty around federal spending. Yet even with this backdrop, the DC region appears to be finding its footing. The federal workforce has absorbed the bulk of last year's adjustments, and with Congress restoring funding in several key areas and putting guardrails around future cuts, the sense is that t ...

Summary of Coya Therapeutics Update - February 17, 2026 Company Overview - **Company**: Coya Therapeutics (NasdaqCM: COYA) - **Focus**: Development of targeted therapies for ALS (Amyotrophic Lateral Sclerosis) Key Industry Insights - **ALS Treatment Landscape**: The approval of tofersen for SOD1 ALS has marked a significant development, indicating that targeted therapies can have a substantial impact on the disease's biology, potentially slowing, halting, or even reversing progression for a small subset of patients [3][4] - **Current Therapies**: Existing therapies show only modest benefits due to a lack of focus and understanding of the disease's biology. The industry is shifting towards more biologically informed clinical trials [5][6] Core Scientific Insights - **Neuroinflammation**: Neuroinflammation is identified as a critical factor in ALS pathology. The understanding of its role has evolved, with a focus on specific biological processes rather than broad observations [6][12] - **Regulatory T Cells (Tregs)**: Tregs are crucial for neuroprotection but are dysfunctional in ALS patients. Enhancing Treg function is a potential therapeutic target [13][14] Combination Therapy Rationale - **Combination of Low-Dose IL-2 and CTLA-4**: The rationale for this combination therapy is based on the need to enhance Treg function while suppressing inflammatory responses from activated macrophages. This dual approach aims to prevent Treg dysfunction and improve therapeutic outcomes [16][18][19] Clinical Trial Insights - **Initial Study Results**: A small study involving four ALS patients showed promising results, with some patients experiencing slowed progression and improved biomarkers related to inflammation and oxidative stress [24][25][26] - **ALSTARS Phase 2 Trial**: The upcoming trial aims to enroll 120 patients, with a design that includes a placebo group and two different dosing regimens for the combination therapy. The trial will measure clinical outcomes and biomarkers over six months [40][41][42] Safety and Tolerability - **Safety Profile**: Previous studies indicate that both IL-2 and CTLA-4 have favorable safety profiles, with no significant increase in infection rates observed. The low-dose IL-2 specifically activates Tregs without causing pro-inflammatory responses [56][59] Future Considerations - **Potential for FDA Approval**: If the trial meets its primary efficacy endpoint, Coya plans to submit an application for FDA approval. The strength of the data will be crucial for this process [65][66] - **Long-Term Outcomes**: There is optimism that slowing disease progression could correlate with improved survival rates, although ongoing monitoring of inflammation levels will be essential [62][64] Conclusion Coya Therapeutics is at the forefront of developing targeted therapies for ALS, with a strong focus on understanding the underlying biology of the disease. The upcoming ALSTARS trial represents a significant step towards validating the efficacy of combination therapies aimed at neuroinflammation and Treg dysfunction.

Ingredion 2026 CAGNY Presentation James Zallie Chairman, President and CEO Patrick Kalotis Executive Vice President, Texture & Healthful Solutions Rob Ritchie Executive Vice President, Food & Industrial Ingredients U.S./Canada and LATAM, and Sugar Reduction Jim Gray Executive Vice President and CFO February 17, 2026 Forward-looking statements Non-GAAP Financial Measures This presentation provides information about adjusted diluted earnings per share, adjusted operating income, adjusted EBITDA, adjusted ROIC ...

IDEX (NYSE:IEX) 2026 Conference Summary Company Overview - **Company**: IDEX Corporation - **Industry**: Industrial technology and fluidics - **Key Executives**: Eric Ashleman (CEO), Sean Gillen (CFO) Phase of Evolution - IDEX is currently in the **third phase** of its evolution, which began in 2020. This phase focuses on leveraging acquisitions and enhancing market positioning for future growth [2][4]. Financial Performance - **Q4 Highlights**: Achieved **34% organic order growth** in the HST segment, indicating strong momentum [3]. - **2026 Outlook**: Positioned for a strong year in the HST segment, with expectations of continued growth and further market exploitation [4]. Capital Deployment Strategy - **Share Repurchases**: IDEX plans to continue share repurchases at approximately **$75 million per quarter** in 2026, while balancing this with potential M&A activities [9][10]. - **M&A Focus**: The company is looking at **bolt-on acquisitions** to enhance its existing platforms, with a history of successful integrations [10][11]. Global Expansion and Manufacturing - IDEX's business model is localized, focusing on regional production and sales. The company has invested in **India**, establishing two sites to cater to local markets [14][15]. - The company is leveraging its global footprint to access emerging markets, particularly in India, where it has localized product lines [15][16]. Digitization and AI Initiatives - IDEX is actively adopting **digital tools** across its portfolio, particularly in the FMT segment, to enhance customer engagement and operational efficiency [18][21]. - The company is exploring **AI applications** in market analysis, internal data processing, product development, and quality assurance [22][24]. Segment Performance HST Segment - **Growth Drivers**: Strong demand in data centers, space, defense, and semiconductor markets. The backlog is over **$100 million** higher than the previous year [27]. - **Order Visibility**: Higher visibility into growth outlook compared to previous years, with expectations of mid-single-digit growth for the year [29][32]. FMT Segment - **Market Dynamics**: Strong performance in water and mining sectors, while facing challenges in chemicals and agriculture [62][64]. - **Margin Outlook**: Margins are expected to remain flat due to volume pressures, with efforts to offset this through pricing and productivity gains [69]. FSDP Segment - **International Exposure**: The international fire and safety business has faced challenges, particularly in China and Europe, but remains stable overall [71][73]. - **Growth Expectations**: North American markets are expected to drive growth, with slight margin expansion anticipated [79]. Key Challenges and Opportunities - **Life Sciences**: The life sciences vertical is stable but facing headwinds from international market dynamics and funding uncertainties [36][37]. - **Industrial Markets**: The company is monitoring economic indicators and customer sentiment closely, as there are signs of potential recovery in industrial markets [55][58]. Innovations and Trends - IDEX is focused on leveraging technological advancements and exploring new market opportunities, particularly in data centers and low orbit communications [88]. This summary encapsulates the key points discussed during the IDEX conference, highlighting the company's strategic direction, financial performance, and market dynamics.