RF Industries (NasdaqGM:RFIL) Q4 2025 Earnings call January 14, 2026 04:30 PM ET Company ParticipantsPeter Yin - CFODonni Case - Head of Investor RelationsHoward Root - Retired CEO and Co-FounderRay Bibisi - President and COORob Dawson - CEOConference Call ParticipantsSteve Kohl - AnalystMatthew Maus - Equity Research AnalystOperatorPlease note, this conference is being recorded. I will now turn the conference over to your host, Donnie Case, Investor Relations. You may begin.Donni CaseThank you, John, and g ...

Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $8.3 million, a decrease of 7% compared to $9.3 million in Q1 2025 [13] - Gross operating profit margins were negative 12.5% in Q1 2026, down from positive 18.3% in Q1 2025, primarily due to $2.2 million in additional inventory write-downs [15] - Net loss for Q1 2026 was $3.9 million or negative $1.12 per share, compared to a net loss of $658,000 or negative $0.19 per share in Q1 2025 [17] Business Line Data and Key Metrics Changes - Sales in the core metal fence business increased slightly year-over-year despite challenges, indicating resilience [14] - The Greenwood industrial wood business saw a 45% increase in sales, driven by demand from municipalities and new customers [14] - Decreased sales were noted in lumber and PET products due to market conditions and customer program changes [15] Market Data and Key Metrics Changes - The company faced ongoing challenges from tariffs and negative consumer sentiment, impacting purchasing behavior [11] - The operational environment remains uncertain, with weak consumer sentiment affecting discretionary spending [11] Company Strategy and Development Direction - The company aims to exit fiscal 2026 with a sustainable business model focused on core product categories and operational efficiency [12] - There is a strong emphasis on the metal fencing business as a competitive advantage and a primary focus for capital allocation and innovation [7] - Initiatives to streamline operations and reduce costs are ongoing, with a target to reduce annual operating expenses by $1 million to $3 million [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges faced in Q1 but expresses optimism about long-term growth potential, particularly in the metal fencing business [4][7] - The company is making progress in pricing alignment with customers to improve margins, despite the difficulties posed by tariff volatility [16] - Future strategies include monetizing non-core assets and exploring partnerships to strengthen liquidity [10][21] Other Important Information - The company has amended its lending agreement to increase borrowing capacity, providing additional flexibility for operational realignment [19] - Inventory balance decreased to $13.5 million from $15.9 million, with an increased allowance for inventory reflecting market value adjustments [18] Q&A Session Summary Question: Can you expand upon the renegotiated pricing agreements you've entered into? - Management reported successful negotiations for price increases to minimize margin erosion due to tariffs, with implementation beginning in Q1 of fiscal 2026 [24] Question: Can you provide a general breakdown of your inventory by product category? - Management indicated that metal fencing remains the highest velocity inventory, while some PET inventory is slow-moving, with efforts ongoing to move excess lumber inventory [25]

Oculis (NasdaqGM:OCS) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsRiad Sherif - CEOConference Call ParticipantsTessa Romero - Senior Biotech AnalystTessa RomeroWelcome, welcome everyone to the 44th Annual J.P. Morgan Healthcare Conference. My name is Tessa Romero, and I'm one of the senior biotech analysts here at J.P. Morgan. Our next presenting company is Oculis, and presenting on behalf of the company, we have CEO Riad Sherif. Riad, over to you.Riad SherifThank you. Thank you, Tessa. V ...

Zealand Pharma (OTCPK:ZLDP.Y) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsAdam Steensberg - CEOConference Call ParticipantsNone - AnalystNoneGood afternoon and welcome to the Zealand session of the 44th J.P. Morgan Healthcare Conference. My name is Sophie Graff. I'm an analyst here at J.P. Morgan on the European Pharma and Biotech team. And today it's my pleasure to welcome Adam Steensberg, CEO of Zealand Pharma, to the conference. As a reminder, after the presentation, there will be a Q& ...

Mereo Biopharma Group (NasdaqCM:MREO) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsDenise Scots-Knight - CEOPriyanka Grover - VP of Biotech Equity ResearchNone - Company RepresentativeConference Call ParticipantsNone - AnalystPriyanka GroverAll right, everybody. Let's get started. Welcome to the 44th Annual JPMorgan Healthcare Conference. My name is Priyanka Grover, and I am part of the JPMorgan Biotech team. Today, our next presenting company is Mereo, and presenting on behalf of the comp ...

Jewett-Cameron Trading Company (NasdaqCM:JCTC) Q1 2026 Earnings call January 14, 2026 04:30 PM ET Company ParticipantsChad Summers - CEOMitch Van Domelen - CFOOperatorGood afternoon and welcome to the Jewett-Cameron Trading Company's first quarter, fiscal year 2026 financial results conference call. Please note this event is being recorded. I would now like to turn the conference over to your host for today's call. Please go ahead.Mitch Van DomelenGreat. Thank you for joining us today to discuss Jewett-Came ...

ICU Medical (NasdaqGS:ICUI) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsRoland Ye - AssociateVivek Jain - CEORoland YeGood afternoon, everyone. We're excited to continue our 44th Annual JPMorgan Healthcare Conference. My name is Roland Ye. I'm an associate on the healthcare team here at JPMorgan. And today it's my pleasure to introduce ICU Medical, excuse me, and its CEO, Vivek Jain. We'll have time for a Q&A at the end, where we'll be joined by Brian Bonnell, CFO. And with that, we'll ha ...

Replimune Group (NasdaqGS:REPL) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsNone - Company RepresentativeSushil Patel - CEOEmily Hill - CFOConference Call ParticipantsNone - Analyst 1Anupam Rama - Senior Biotech AnalystNone - Analyst 2Anupam RamaAll righty, let's go ahead and get started. Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I am one of the Senior Biotech Analysts here at JPMorgan. I'm joined by my squad, Joyce Zhou, Priyanka Grover ...

Summary of Palladyne AI FY Conference Call Company Overview - **Company Name**: Palladyne AI (NasdaqGM: PDYN) - **Headquarters**: Salt Lake City, with offices in Kansas City, Tucson, Huntsville, and Boston - **Employee Count**: Approximately 140 as of the end of last year - **History**: Over 30 years in operation, initially focused on R&D with the Pentagon, acquired by Raytheon in 2007, and went public through a D-SPAC merger in 2021 [1][2][3][4] Core Business Segments Artificial Intelligence Products - **SwarmOS**: Drone swarming AI software enabling autonomous collaboration among drones without human intervention [5][6] - **Palladyne IQ**: AI for industrial robots allowing rapid task learning and multi-tasking capabilities [7][8] Defense Applications - **Robotic Applications**: AI systems used for tasks like corrosion and paint stripping on aircraft parts, traditionally labor-intensive [9] - **Partnerships**: Collaborations with companies like Red Cat and Draganfly for drone development [9][10] - **Manufacturing Capabilities**: Acquired companies producing precision parts for defense systems like the F-35 and Abrams tank, enabling vertical integration from design to production [10][18] Financial Performance and Projections - **Revenue Guidance for 2026**: Expected revenues between $24 million and $27 million, with a focus on modest market penetration of AI products [22][24] - **Cash Position**: $47 million cash on hand as of the end of last year, with a monthly R&D expenditure of approximately $2.1 million [22][23] Market Position and Competitive Advantage - **Embodied AI**: Distinction from cloud-based AI, with real-time processing capabilities and no reliance on cloud connectivity, reducing latency and costs [29][30] - **Cost-Effectiveness**: Development of low-cost, attritable munitions and UAVs, with a focus on economic attrition warfare [16][26] Industry Trends and Opportunities - **Defense Modernization**: Alignment with U.S. government initiatives to modernize the defense industrial base, creating favorable conditions for Palladyne AI's products [25][26] - **Market Expansion**: Potential for growth in both defense and commercial sectors, leveraging advancements in AI technology [24][25] Key Takeaways - **Innovative Development**: Rapid product development cycles, exemplified by the SwarmStrike and Banshee systems, which can go from concept to test flight in under six months [14][15] - **Market Readiness**: Products are in the early stages of market introduction, with ongoing trials and support from key defense customers [5][24] - **Long-Term Vision**: A strategic approach to growth with a focus on education and market penetration over the next three years [24]

Cellectar Biosciences (NasdaqCM:CLRB) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsJames Caruso - CEOModeratorGood afternoon. Welcome back to session. My name is Matt Gardner. I'll be your moderator for this afternoon. Our first presenting company in the afternoon session is Cellectar Biosciences from Florham Park, New Jersey. As a Westfield guy, I have great pride introducing you here, Jim. Cellectar is focused on oncology, platform technology, and radiopharmaceuticals, and presenting for ...