Workflow
The Bank of New York Mellon(BK) - 2025 Q4 - Earnings Call Presentation
2026-01-13 16:00
Financial Performance - 2025 - Revenue reached $2008 billion, up 8% year-over-year[5, 27] - Pre-tax income increased to $71 billion, a 21% increase year-over-year[5, 27] - Net income was $53 billion, up 22% year-over-year[5, 27] - EPS increased by 28% to $740, or 24% excluding notable items[5] - The ROTCE was 261%, up 33%-pts year-over-year[5] Q4 2025 Financial Highlights - Revenue increased by 7% year-over-year to $5179 billion[24, 25] - Expenses increased by 4% year-over-year, excluding notable items[24] - Adjusted pre-tax margin was 37%, up 3%-pts year-over-year[24] - EPS increased by 31% year-over-year to $202, or 21% excluding notable items[24] Strategic Initiatives & Efficiency - Efficiency savings of approximately $550 million were generated[6] - Approximately $500 million was invested in new client solutions, technology, and personnel[6] - Operating leverage was 507 bps for the full year[3, 27] - The company returned $14 billion to common shareholders, including $377 million in dividends and $10 billion in share repurchases[24] Segment Performance - 2025 - Securities Services total revenue was $97 billion, up 9% year-over-year[67] - Market and Wealth Services total revenue was $70 billion, up 12% year-over-year[71] - Investment and Wealth Management total revenue was $33 billion, down 4% year-over-year[75] Outlook - The company aims to deliver its fourth consecutive year of positive operating leverage in 2026, targeting over 100 bps[56, 57] - Revenue is expected to increase by 5% year-over-year[57]
Laird Superfood(LSF) - 2026 FY - Earnings Call Presentation
2026-01-13 16:00
2 ICR Conference Presentation BUILDING A SCALABLE, MULTI-BRAND SUPERFOOD PLATFORM January 13, 2026 Important Disclosures Cautionary "Safe Harbor" Statement Under the Private Securities Litigation Reform Act of 1995: This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on Laird Superfood, Inc.'s (the "Company", "Laird Superfood", "Laird" or "LSF") current expectations or forecasts of future events and are not guarantees of future performance. Forward-lo ...
Progyny (NasdaqGS:PGNY) FY Earnings Call Presentation
2026-01-13 15:30
JP Morgan Presentation January 2026 1 Today's Speakers 2 Pete Anevski Chief Executive Officer Melissa Cummings Chief Operating Officer Katie Higgins Chief Commercial Officer Mark Livingston Chief Financial Officer Safe Harbor Statement Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements co ...
Illumina (NasdaqGS:ILMN) FY Earnings Call Presentation
2026-01-13 15:30
44th Annual J.P. Morgan Healthcare Conference Jacob Thaysen, PhD Chief Executive Officer January 13, 2026 © 2026 Illumina, Inc. All rights reserved. © 2026 Illumina, Inc. All rights reserved. Cautionary Notes On Forward Looking Statements This release may contain forward-looking statements that involve risks and uncertainties. Among the important factors to which our business is subject that could cause actual results to differ materially from those in any forward-looking statements are: J.P. Morgan Healthc ...
Haemonetics (NYSE:HAE) FY Earnings Call Presentation
2026-01-13 15:30
JP Morgan 44th Annual Healthcare Conference January 13, 2026 © 2026 Haemonetics Corporation Important Information Safe Harbor for Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements do not relate strictly to historical or current facts and may be identified by the use of words such as "may," "will," "should," "could," "would," "expect ...
BeOne Medicines (NasdaqGS:BGNE) FY Earnings Call Presentation
2026-01-13 15:30
Company Performance & Financials - BeOne Medicines delivered significant product revenue growth, with a 43% increase in the first three quarters of 2025 [17] - BRUKINSA rapidly became the global BTKi leader, showing a 51% increase in approved indications [20] - The company's pipeline achieved proof of concept for 6 assets across 4 modalities and brought 5 new molecular entities (NMEs) to the clinic in 2025 [22] CLL Treatment Landscape & BRUKINSA - BRUKINSA demonstrates progression-free survival (PFS) superiority to ibrutinib, with a hazard ratio (HR) of 069 (95% CI: 055, 087), p-value: 00014 [53] - Recent competitor efficacy data does not indicate a change to the CLL treatment landscape, with Pirtobrutinib showing a HR of 0845 (95% CI: 0566-1262), p-value: 04102 [60] - In the ALPINE trial, Zanubrutinib had a lower rate of adverse events (AEs) leading to treatment discontinuation at 77% compared to ibrutinib at 130% [65] ZS (Zanubrutinib + Sonrotoclax) Regimen - ZS (Zanubrutinib + sonrotoclax) is poised to be a fixed duration regimen with a 91% undetectable minimal residual disease (uMRD) rate [74] - ZS showed a 100% 36-month PFS rate (at 30 months) [74] - The company is initiating a Phase 3 trial of ZS vs AV in 1L CLL in H1 2026 [101] Pipeline & Future Milestones - The company has approximately 8-10 new molecular entities (NMEs) per year in its pipeline [105] - BeOne is the only company with best-in-class foundational medicines across the three key mechanisms of action (MOAs) in CLL [99] - The company anticipates several milestones in H1 and H2 2026, including Phase 3 data for BRUKINSA+R vs BR in 1L MCL and a potential R/R MCL U S approval for Sonro [101]
EyePoint Pharmaceuticals (NasdaqGM:EYPT) FY Earnings Call Presentation
2026-01-13 15:30
J.P. Morgan Healthcare Conference Presentation January 13, 2026 Jay S. Duker, M.D. President and CEO © 2026 EyePoint. All Rights Reserved. Legal Disclaimers Various statements made in this presentation are forward-looking, within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, and are inherently subject to risks, uncertainties and potentially inaccurate assumptions. All statements that address activities, events or developments that we intend, expect, plan or believe may occur in t ...
L3harris Technologies (NYSE:LHX) Earnings Call Presentation
2026-01-13 14:00
INVESTOR UPDATE PRESENTATION January 13 , 2026 L3HARRIS Investor Update Call 1 L3HARRIS ACCELERATES THE 'ARSENAL OF FREEDOM' New company capital deployment focused on growth (CAPEX and R&D), no dividend or share repurchase expected in the near -term L3HARRIS Investor Update Call 2 SRM – Solid Rocket Motors, EO/IR – Electro -Optical / Infrared, ISR – Intelligence Surveillance and Reconnaissance 1Sector includes the Space Propulsion and Power Systems majority stake that will be sold as previously announced on ...
BRC (BRCC) - 2026 FY - Earnings Call Presentation
2026-01-13 14:00
Brand & Strategy - Black Rifle Coffee Company (BRCC) is a brand-first company built by Veterans, rooted in authenticity, and grounded in community[17] - The company is focused on building brand engagement through content, delivering premium coffee products, and driving customer loyalty[20] - BRCC's mission-driven approach resonates deeply, with significant social media followers across platforms like Instagram, X, Facebook, YouTube, and TikTok, totaling 8.8 million[23] Market & Growth - BRCC targets attractive beverage segments including packaged coffee (~$13 billion category), ready-to-drink (RTD) coffee (~$4 billion category), and energy drinks (~$23 billion category)[43] - In packaged coffee, BRCC retail sales reached $507 million, demonstrating unit growth while some competitors rely on price increases[46] - BRCC has become the 3 ready-to-drink coffee brand, aiming for 70%-80% ACV (All Commodity Volume) within 24 months[57] - The company's energy drink launch has achieved approximately 22% ACV, with distribution across 19400 doors[62] Financials - Wholesale is the primary growth engine, with an approximate 80% CAGR since 2019, expected to represent approximately 65% of revenue in 2025[69] - The company is targeting a long-term gross margin of 40%+, driven by pricing discipline, supply chain efficiency, and product mix optimization[71] - Long-term financial targets include 10%-15% annual revenue growth and 15-25% annual EBITDA growth[77]
JP MORGAN CHASE(JPM) - 2025 Q4 - Earnings Call Presentation
2026-01-13 13:30
4Q25 Financial Highlights - 4Q25 net income was $13 billion, with an EPS of $4.63[4] - Managed revenue reached $46.8 billion[4] - Expenses amounted to $24 billion, resulting in a managed overhead ratio of 51%[4] - Average loans stood at $1.5 trillion, up 9% year-over-year and 3% quarter-over-quarter[4] - Average deposits totaled $2.6 trillion, reflecting a 6% increase year-over-year and a 2% increase quarter-over-quarter[4] FY25 Financial Highlights - FY25 net income was $57 billion, down 2% year-over-year[8] - Managed revenue reached $185.6 billion, up 3% year-over-year[9] - Expenses amounted to $95.6 billion, up 4% year-over-year[9] - Credit costs were $14.2 billion[9] 2026 Outlook - The company expects approximately $95 billion in Net Interest Income (NII) excluding Markets for 2026[44] - The company projects adjusted expenses of approximately $105 billion for 2026[47]