The Hackett Group (NasdaqGS:HCKT) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsGeorge Sutton - Managing DirectorJeff Martin - Managing DirectorRob Ramirez - CFOTed Fernandez - Chairman and CEOVincent Colicchio - Managing DirectorOperatorWelcome to the Hackett Group Q4 Earnings Conference Call. Your lines have been placed on a listen-only mode until the question and answer session. Please be advised the conference is being recorded. Hosting tonight's call are Mr. Ted Fernandez, Cha ...

Precision Optics (NasdaqCM:POCI) Q2 2026 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsJoe Forkey - CEORobert Blum - Managing Partner and Managing Investor RelationsWayne Coll - CFOOperatorGood day, and welcome to the Precision Optics Reports second quarter fiscal year 2026 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, ...

Precision Optics (NasdaqCM:POCI) Q2 2026 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsJoe Forkey - CEORobert Blum - Managing Partner and Managing Investor RelationsWayne Coll - CFOOperatorGood day, and welcome to the Precision Optics Reports second quarter fiscal year 2026 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, th ...

Caesars Entertainment (NasdaqGS:CZR) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsAnthony Carano - President and COOBrandt Montour - Director of Equity ResearchBret Yunker - CFOBrian Agnew - SVP, Corporate Finance, Treasury, and Investor RelationsDan Politzer - Executive Director of Equity ResearchDavid Katz - Managing DirectorEric Hession - President of Caesars Sportsbook & CasinoJohn DeCree - Head of Institutional Investor ResearchLizzie Dove - Managing DirectorStephen Grambling ...

Tactile Systems (NasdaqGM:TCMD) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsBen Haynor - Managing DirectorElaine Birkemeyer - CFOKyle Winborne - Equity ResearchSam Benzinger - Investor RelationsSheri Dodd - CEOConference Call ParticipantsBrandon Vasquez - Research AnalystNone - AnalystOperatorPlease stand by. Welcome, ladies and gentlemen, to the fourth quarter and full year 2025 earnings conference call for Tactile Medical. At this time, all participants have been placed in list ...

Rogers (NYSE:ROG) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsAli El-Haj - Interim President and CEOCraig Ellis - Senior Managing Director and Director of ResearchDaniel Moore - Director of ResearchLaura Russell - Senior Vice President and CFOSteve Haymore - Senior Director of Investor RelationsConference Call ParticipantsDavid Silver - Equity Research AnalystOperatorGood afternoon. My name is Kevin, and I'll be your conference operator today. At this time, I'd like to welcome ev ...

Financial Data and Key Metrics Changes - Total revenue for the full year 2025 was $329.5 million, a 12% increase year-over-year [4] - Adjusted EBITDA increased 21% year-over-year to $44.8 million [5] - Q4 revenue grew by 21% year-over-year to $103.6 million [29] - Gross margin for Q4 was 78.2%, up from 75.2% in Q4 2024 [29] - Net income increased 9% to $10.6 million, or $0.46 per diluted share [31] Business Line Data and Key Metrics Changes - Lymphedema revenue increased 16% year-over-year to $89.5 million in Q4 [6] - Airway clearance revenue increased 66% year-over-year to $14.1 million in Q4 [6] - For 2026, total revenue is expected to be in the range of $357 million to $365 million, representing year-over-year growth of 8% to 11% [6][32] Market Data and Key Metrics Changes - The Medicare channel remained strong in Q4, with patients moving directly to the Flexitouch Advanced pump under new NCD criteria [11] - The company expects a temporary short-term impact from the new Medicare prior authorization requirement for pneumatic compression devices [32][34] Company Strategy and Development Direction - The acquisition of LymphaTech is seen as a milestone in evolving from a product-based company to a comprehensive integrated solutions leader for lymphatic dysfunction [15][17] - Strategic priorities include improving access to care, expanding treatment options, and enhancing lifetime patient value [8][25] - The company plans to leverage AI-enabled technology to improve order processes and operational efficiency [21][22] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the new Medicare prior authorization requirements and expects to maintain growth in line with the overall lymphedema market [34][36] - The company is optimistic about the integration of LymphaTech and its potential to enhance patient care and streamline clinical workflows [15][53] Other Important Information - The company ended 2025 with $83.4 million in cash and cash equivalents and no outstanding borrowings [31] - The company repaid the full outstanding principal balance of $26.3 million on its term loan and repurchased $26.5 million of its stock [5] Q&A Session Summary Question: What drove the strong performance in the Lymphedema business in Q4? - Management noted multiple investments in people, processes, and technology, including strong CRM adoption and increased sales rep productivity [41] Question: How do the new prior authorization requirements balance with the tailwinds from the NCD? - Management indicated that the guidance reflects a balanced approach, incorporating both tailwinds from the NCD and the headwinds from prior authorization [44][45] Question: Can you elaborate on the LymphaTech acquisition and its commercialization model? - Management expressed excitement about integrating LymphaTech into their commercial engine and highlighted its potential for improving patient experience and workflow efficiency [51][53] Question: What are the expectations for EBITDA margins moving forward? - Management indicated that while EBITDA margins are expected to grow modestly, they anticipate further expansion in the long term as investments are annualized [66]

SSR Mining (NasdaqGS:SSRM) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsAlex Hunchak - VP of Investor Relations & Capital MarketsBill MacNevin - EVP of Operations and SustainabilityCosmos Chiu - Managing Director and Director of Precious Metals Equity ResearchMichael Sparks - CFORod Antal - Executive ChairmanConference Call ParticipantsDon DeMarco - AnalystGeorge Eadie - AnalystOvais Habib - AnalystOperatorHello everyone, and welcome to SSR Mining's fourth quarter and full year 20 ...

SSR Mining (NasdaqGS:SSRM) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsAlex Hunchak - VP of Investor Relations & Capital MarketsBill MacNevin - EVP of Operations and SustainabilityCosmos Chiu - Managing Director and Director of Precious Metals Equity ResearchMichael Sparks - CFORod Antal - Executive ChairmanConference Call ParticipantsDon DeMarco - AnalystGeorge Eadie - AnalystOvais Habib - AnalystOperatorHello everyone, and welcome to SSR Mining's fourth quarter and full year 20 ...

Rogers (NYSE:ROG) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsAli El-Haj - Interim President and CEOCraig Ellis - Senior Managing Director and Director of ResearchDaniel Moore - Director of ResearchLaura Russell - Senior Vice President and CFOSteve Haymore - Senior Director of Investor RelationsConference Call ParticipantsDavid Silver - Equity Research AnalystOperatorGood afternoon. My name is Kevin, and I'll be your conference operator today. At this time, I'd like to welcome ev ...