MKS (NasdaqGS:MKSI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDavid Lu - Senior Research AssociateJohn Lee - President and CEOMelissa Weathers - Equity Research AssociateMichael Mani - Equity Research AssociateParetosh Misra - VP of Investor RelationsRam Mayampurath - EVP and CFOConference Call ParticipantsJames Schneider - Senior Equity AnalystJim Ricchiuti - AnalystJoe Quatrochi - Director and Equity Research AnalystPeter Peng - Equity Research AnalystShane Brett - Equity Res ...

ICL Group (NYSE:ICL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAnantha Desikan - EVP, Chief Innovation and Technology OfficerAviram Lahav - CFODan Rizzo - SVPElad Aharonson - CEOJoel Jackson - Managing Director of Equity ResearchPeggy Reilly Tharp - VP of Global Investor RelationsRaviv Zoller - ChairmanConference Call ParticipantsBenjamin Theurer - Equity Research AnalystOperatorGood morning, ladies and gentlemen, and welcome to the ICL fourth quarter 2025 earnings internationa ...

Enpro (NYSE:NPO) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsEric Vaillancourt - President and CEOIsaac Sellhausen - Associate in Equity ResearchJames Gentile - VP of Investor RelationsJoe Bruderek - EVP and CFOConference Call ParticipantsJeff Hammond - Managing Director and Equity Research AnalystSteve Ferazani - Equity Research AnalystOperatorIt's now my pleasure to turn the call over to your host, James Gentile, Vice President of Investor Relations for Enpro. Please go ahead, ...

La-Z-Boy (NYSE:LZB) Q3 2026 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBobby Griffin - Managing Director of Equity ResearchMark Becks - Director of Investor Relations and Corporate DevelopmentMelinda Whittington - Board Chair, President, and CEOTaylor Luebke - SVP and CFOConference Call ParticipantsAnthony Lebiedzinski - Senior Equity Research AnalystTaylor Zick - Analyst in the Research DivisionOperatorPlease note this conference is being recorded. I will now turn the conference over t ...

TFI International (NYSE:TFII) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAlain Bédard - Chairman, President and CEODavid Saperstein - CFOKen Hoexter - Managing DirectorConference Call ParticipantsBrian Ossenbeck - Equity Research AnalystBruce Chan - Equity Research AnalystCameron Doerksen - Equity Research AnalystJason Seidl - Equity Research AnalystJordan Alliger - Equity Research AnalystKonark Gupta - Equity Research AnalystThomas Wadewitz - Senior Equity Research AnalystWalte ...

OPENLANE (NYSE:KAR) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBill Wright - VP of Investor RelationsBob Labick - PresidentBrad Herring - EVP and CFOJeff Lick - Managing DirectorPeter Kelly - CEOConference Call ParticipantsCraig Kennison - Senior Research AnalystGary Prestopino - Managing Director and Senior Equity Research AnalystJohn Babcock - Stock AnalystRajat Gupta - Research AnalystOperatorPlease note this event is being recorded. I would now like to turn the conference ov ...

Financial Data and Key Metrics Changes - The company achieved $1 billion of specialty-driven EBITDA for the year, with consolidated sales of $7.153 billion, up 5% year-over-year [4][8][9] - Adjusted diluted earnings per share were $0.36 for 2025, with operating cash flow of $1.056 billion [9][32] - In Q4, sales were $1.701 billion, up 6% year-over-year, and consolidated adjusted EBITDA was $380 million, improving 10% year-over-year [7][8] Business Line Data and Key Metrics Changes - Industrial Products, Phosphate Solutions, and Growing Solutions segments had sales of $5.650 billion in 2025, also up 5% [8][9] - For the Industrial Products segment, Q4 sales were $296 million, up 6%, with EBITDA of $68 million [10] - Potash sales for 2025 were $1.714 billion, up 4%, with Q4 sales of $473 million, also up 12% year-over-year [12] - Phosphate Solutions sales for 2025 were $2.333 billion, up 5%, while Q4 sales increased 2% to $518 million [13][14] - Growing Solutions sales for 2025 were $2.063 billion, improving 6% year-over-year, with Q4 sales increasing 6% to $467 million [16] Market Data and Key Metrics Changes - Prices for bromine, potash, and phosphate fertilizers continued to increase in Q4, with potash prices averaging $348 CIF per ton, up more than 20% year-over-year [8][12] - The grain price index declined on a quarterly basis, with rice showing significant reductions, while corn and soybeans improved [24] - The Brazilian market faced affordability issues, impacting farmers and distributors, but there is potential for improvement in 2026 [38][46] Company Strategy and Development Direction - The company is focusing on specialty crop nutrition and specialty food solutions as growth engines, with plans for further acquisitions [5][9] - A definitive agreement with the State of Israel regarding Dead Sea concession assets was signed, securing future compensation [6][95] - The company is discontinuing less synergistic activities, including LFP battery material projects, to redirect resources towards more aligned opportunities [6][18] Management Comments on Operating Environment and Future Outlook - Management noted that while there are pressures from rising raw material costs, particularly sulfur, they are actively working to mitigate these impacts [20][23] - The strengthening of the shekel against the U.S. dollar poses challenges for operations in Israel, but hedging techniques are being employed to manage exposure [21][60] - The company expects consolidated EBITDA for 2026 to be between $1.4 billion and $1.6 billion, with potash sales volume projected between 4.5 million and 4.7 million metric tons [21][22] Other Important Information - The company recorded a $14 million fee for water extracted from wells in the Dead Sea concession area, impacting Q4 results [27] - Adjustments made in Q4 included a $61 million write-off related to the discontinuation of LFP projects and a $50 million impairment for Boulby assets [29][30] Q&A Session Summary Question: What are the upside and downside risks for 2026 guidance? - Management indicated that higher potash production and prices could drive upside, while rising sulfur costs and the strengthening shekel present downside risks [35][36] Question: How is the demand in Brazil for Growing Solutions? - Management acknowledged that Brazil faced a difficult year but expressed optimism for 2026, anticipating improved conditions as interest rates may decrease [42][46] Question: What is the company's position on the LFP battery project? - Management clarified that they are stepping back from LFP projects due to market conditions and will focus on supplying raw materials instead [89][90]

Similarweb (NYSE:SMWB) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAdam Hotchkiss - Vice President of Emerging Software Equity ResearchArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsKincaid LaCorte - Equity Research AssociateMaoz Lakovski - Chief Business OfficerOr Offer - CEO and Co-FounderRaimo Lenschow - Managing DirectorRami Myerson - VP of Investor RelationsRan Vered - CFOConference Call ParticipantsKen Wong - Managing Director and Senior AnalystLuke Ho ...

PROG (NYSE:PRG) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAlessandra Jimenez - Senior Equity Research AssociateBrad Thomas - Associate Director of ResearchBrian Garner - CFOHarold Goetsch - Senior Managing Director and Head of Fintech and FinancialsHoang Nguyen - Equity ResearchJohn Baugh - VP of Investor RelationsKyle Joseph - Managing DirectorSteve Michaels - President and CEOConference Call ParticipantsAnthony Chukumba - Managing Director and Senior Research AnalystEunice Ah ...

Financial Data and Key Metrics Changes - The company generated a net income of approximately $73 million for the fourth quarter and about $370 million for the entire year, with liquidity standing at $590 million [3][4] - Adjusted net income for 2025 was around $376 million or $3.12 per share, while adjusted net income for the quarter was about $72 million or $0.60 per share [4][5] Business Line Data and Key Metrics Changes - The company has forward-chartered 12 vessels with a TEU weighted average duration of six years, resulting in incremental contracted revenues of approximately $940 million [3][5] - Fleet deployment is currently at 96% for 2026 and 92% for 2027, with total contracted revenues reaching $3.4 billion and a remaining time charter duration of 4.5 years [3][5] Market Data and Key Metrics Changes - The charter market remains strong with an idle fleet of less than 1%, indicating high demand for tonnage and limited supply of vessels available for charter [4][6] - Charter rates in the container market are at robust levels, with the added fleet remaining at very low levels of 0.5% [6] Company Strategy and Development Direction - The company is focused on securing long-term cash flows from high-quality counterparties in a healthy market environment [3] - Investments in Neptune Maritime Leasing have exceeded $665 million, with 54 shipping assets funded or in commitment status [4][6] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's low leverage and prudent debt repayment strategy, indicating no immediate need for early debt prepayment [11] - The management emphasized that deferred revenues are primarily an accounting treatment and should not be a concern, focusing instead on cash revenue [12][16] Other Important Information - The company has agreed to pre- and post-delivery financing for six newbuild vessels and has refinanced two container ships at a lower funding cost [5][6] - The company maintains a long, uninterrupted dividend track record [6] Q&A Session Summary Question: Regarding debt repayment and investment expectations - Management indicated that the company has low leverage and does not foresee the need to prepay debt earlier than the original maturity, although some refinancing may occur [11] Question: Amortization of deferred revenues - Management clarified that the increase in deferred revenues is mainly an accounting treatment related to charter hire fluctuations and should not be a concern, as cash revenue is the focus [12][16]