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Flowers Foods(FLO) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:30
Flowers Foods (NYSE:FLO) Q4 2025 Earnings call February 13, 2026 08:30 AM ET Speaker5Good morning, and thank you for standing by. Welcome to the Flowers Foods Fourth Quarter and Full Year 2025 Results Conference Call. Please be advised that today's event is being recorded. I would now like to hand the conference over to your opening speaker today, J.T. Rieck, Executive Vice President of Finance and Investor Relations. Please go ahead.Speaker1Thank you, Tonya, and good morning, everyone. I hope everyone had ...
Credicorp .(BAP) - 2025 Q4 - Earnings Call Presentation
2026-02-13 14:30
Safe Harbor 4Q25 Earnings Conference Call February 2026 This material includes "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934. All statements other than statements of historical fact are forward-looking and may contain information about financial results, economic conditions, trends and known uncertainties. Forward-looking statements are not assurances of future performance. Instead, they are based ...
DraftKings(DKNG) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:30
DraftKings (NasdaqGS:DKNG) Q4 2025 Earnings call February 13, 2026 08:30 AM ET Speaker10Good day, and thank you for standing by. Welcome to the DraftKings Fourth Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw ...
TC Energy(TRP) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:30
Financial Data and Key Metrics Changes - TC Energy reported a 13% year-over-year growth in comparable EBITDA for the fourth quarter, reaching nearly CAD 3 billion [13] - The company achieved a 9% year-over-year increase in comparable EBITDA for the full year 2025 [4] - The board declared a first quarter 2026 dividend of CAD 0.8775 per common share, marking a 3.2% year-over-year increase [20] Business Line Data and Key Metrics Changes - In Canada, EBITDA increased by CAD 110 million due to higher incentive earnings and flow-through depreciation [14] - In the U.S., EBITDA rose by CAD 188 million, primarily from the Columbia Gas settlement and additional contract sales [14] - In Mexico, EBITDA increased by CAD 163 million, a 70% increase year-over-year, attributed to the completion of Southeast Gateway [14] Market Data and Key Metrics Changes - North American natural gas demand is expected to increase by 45 Bcf/d from 2025 to 2035, equivalent to adding the entire European gas market over the next decade [5] - The company serves seven LNG facilities, representing 30% of North American LNG feed gas across Canada, the U.S., and Mexico [5] - Electricity demand in North America is projected to grow by 65% through 2050 [6] Company Strategy and Development Direction - TC Energy's strategy focuses on maximizing asset value through safety and operational excellence while leveraging commercial and technological innovation, including AI [22] - The company aims to prioritize low-risk, high-return growth, with a target of CAD 6 billion in net annual capital expenditures through 2030 [22] - The company is optimizing its capital plan by shifting CAD 500 million of capital forward into 2026 to capture in-year EBITDA [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to deliver solid growth, low risk, and repeatable performance, supported by a strong project pipeline [23] - The company anticipates strong EBITDA momentum heading into 2026, with CAD 4 billion in projects expected to go into service [16] - Management highlighted the importance of maintaining financial strength and agility to support long-term value creation [22] Other Important Information - The company advanced CAD 5 billion of projects at various stages in the fourth quarter and placed CAD 2 billion of assets into service on time and under budget [6] - The pending approval portfolio now sits at about CAD 8 billion, with an additional CAD 12 billion of projects in origination [9] - Bruce Power's availability is expected to improve to the low 90s% range for 2026, contributing to financial performance [11] Q&A Session Summary Question: Can you provide insights on the balance sheet capacity for 2031? - Management indicated a deep pipeline of opportunities, with about CAD 12 billion in projects ranging from CAD 200 million to over CAD 1 billion [27] Question: What is the strategic rationale behind the Crossroads project? - The Crossroads expansion is primarily driven by power generation requirements, including data center demand and coal to gas switching [31] Question: Can you discuss the characteristics of the CAD 8 billion pending approval projects versus the CAD 12 billion in origination? - Pending projects are characterized as 90% or more likely to be sanctioned, while the origination projects are in earlier stages of development [57]
Beyond Air(XAIR) - 2026 Q3 - Earnings Call Transcript
2026-02-13 14:02
Beyond Air (NasdaqCM:XAIR) Q3 2026 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsBob Goodman - Chief Commercial OfficerCorey Davis - Managing DirectorDan Moorhead - CFOJason Kolbert - Director of ResearchJustin Walsh - Director of HealthcareMarie Thibault - Managing DirectorMike King - Director of ResearchSteve Lisi - CEOConference Call ParticipantsYale Jen - Managing Director and Healthcare Equity AnalystOperatorGood morning, and welcome everyone to Beyond Air Financial Results Call for t ...
Cameco(CCJ) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:02
Cameco (NYSE:CCJ) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsBrian Lee - Chief Risk OfficerCory Kos - VP of Investor Relations and CommunicationsGrant Isaac - President and COOHeidi Shockey - Senior VP and CFOOrest Wowkodaw - Managing DirectorTim Gitzel - CEOConference Call ParticipantsAlexander Pearce - AnalystCraig Hutchison - Director and Base Metal AnalystLawson Winder - Equity Research AnalystMohamed Sidibe - Equity Research AnalystRalph Profiti - Managing Director and Seni ...
Magna(MGA) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:02
Magna International (NYSE:MGA) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsBrian Morrison - VP and DirectorJake Coleman - Investment Banking DirectorJames Picariello - Director and Head of US Autos ResearchJoseph Spak - Managing DirectorLouis Tonelli - VP of Investor RelationsPhilip D. Fracassa - EVP and CFOSeetarama Swamy Kotagiri - CEOConference Call ParticipantsColin Langan - Automotive and Mobility AnalystDan Levy - Senior Equity Research AnalystEmmanuel Rosner - Senior Autos ...
Advance Auto Parts(AAP) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:02
Advance Auto Parts (NYSE:AAP) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsBret Jordan - Managing DirectorLavesh Hemnani - VP and Head of Investor RelationsMark Jordan - VP of Equity ResearchRyan Grimsland - EVP and CFOShane O'Kelly - President and CEOConference Call ParticipantsChris Horvers - Senior AnalystScot Ciccarelli - Managing Director and Senior Equity Research AnalystSeth Sigman - Managing Director and Senior Equity Research AnalystSimeon Gutman - AnalystZach Fadem - Man ...
CAE(CAE) - 2026 Q3 - Earnings Call Transcript
2026-02-13 14:02
CAE (NYSE:CAE) Q3 2026 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsAndrew Arnovitz - SVP, Investor Relations, and Member of CAE’s Executive Management CommitteeCalin Rovinescu - Executive Chairman of the BoardConstantino Malatesta - Interim CFOKrista Friesen - Executive Director of Equity ResearchKristine Liwag - Executive Director and Head of Aerospace & Defense Equity ResearchMatthew Bromberg - President and CEOSheila Kahyaoglu - Managing DirectorConference Call ParticipantsAnthony Val ...
Ingersoll Rand(IR) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:02
Ingersoll Rand (NYSE:IR) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsDavid Raso - Senior Managing Director and PartnerJeff Sprague - Founder and Managing PartnerMatthew Fort - VP of Investor RelationsNigel Coe - Managing Director and the Head of US Capital Goods Equity ResearchVicente Reynal - Chairman and CEOVik Kini - CFOConference Call ParticipantsAndrew Buscaglia - Senior Analyst for US Industrial TechnologyChris Snyder - Executive Director and Equity Research AnalystJoe O'De ...