Cullinan Therapeutics (NasdaqGS:CGEM) 2026 Conference February 19, 2026 10:00 AM ET Company ParticipantsJeffrey Jones - CMONadim Ahmed - President, CEO and DirectorSamantha Semenkow - VP of SMid Biotech Equity ResearchSamantha SemenkowGood morning, and thank you for joining our session of Citi's Virtual Oncology Leadership Summit. I'm Samantha Semenkow, one of the senior biotech analysts here at Citi, and it's my pleasure today to be hosting Cullinan Therapeutics CEO, Nadim Ahmed, and CMO, Jeff Jones. Nadim ...

Pentair (NYSE:PNR) FY Conference February 19, 2026 09:50 AM ET Company ParticipantsBob Fishman - CFODe'Mon Wiggins - EVP and PresidentNick Brazis - Incoming-CFOConference Call ParticipantsJulian Mitchell - Equity Research AnalystJulian MitchellThanks everyone for being here. It's my pleasure to have up next, Pentair. You know, we've got Bob Fishman that many of you know, who'll be retiring soon. Nick Brazis, the new CFO, so congratulations.Nick BrazisThank you.Julian MitchellLook forward to working with you ...

Solstice Advanced Materials (NasdaqGS:SOLS) FY Conference February 19, 2026 09:50 AM ET Company ParticipantsDavid Sewell - CEOMike Leithead - VP of Investor RelationsConference Call ParticipantsNone - AnalystNoneHot mic. Well, welcome, everyone, on the last day of our Barclays Industrial Conference. I really appreciate everyone being here, and I'm incredibly excited to, to host David Sewell and Mike Leithead from Solstice, a new company in our space, and it's a company that has got off to a phenomenal start ...

Herc (NYSE:HRI) 2026 Conference February 19, 2026 09:40 AM ET Company ParticipantsLarry Silber - CEOMark Humphrey - CFOConference Call ParticipantsKyle Menges - US Machinery AnalystNone - AnalystNone - AnalystKyle MengesWell, I think we can get started. So I'm Kyle Menges. I'm the US machinery analyst at Citi. I'm joined by the Herc team. I've got Larry Silber here, CEO, and then Mark Humphrey, CFO. Larry, I think you had some prepared remarks you wanted to start with?Larry SilberYeah, good.Kyle MengesGet i ...

Allegion (NYSE:ALLE) FY Conference February 19, 2026 09:15 AM ET Company ParticipantsJohn Stone - President and CEOJosh Pokrzywinski - VP of Investor RelationsConference Call ParticipantsNone - AnalystNoneGreat. Well, thanks everyone for being here. It's my pleasure to have up next Allegion. We have John Stone, President and CEO, and Josh Pokrzywinski from Investor Relations. Welcome both of you, and thanks very much for being here.John StoneThank you.NoneMaybe kind of first off, you know, you had your earn ...

BorgWarner (NYSE:BWA) FY Conference February 19, 2026 09:15 AM ET Company ParticipantsCraig Aaron - CFOJoe Fadool - President and CEOConference Call ParticipantsDan Levy - Senior Equity Research AnalystDan LevyThank you everyone, for joining as we continue Day 3 of the Barclays Industrial Select Conference. I'm Dan Levy. I lead U.S. Autos and Mobility Coverage at Barclays, and very pleased to have with us BorgWarner, leader in powertrain technologies and expanding to different markets, as we're gonna discus ...

The Procter & Gamble Company (NYSE:PG) 2026 Conference February 19, 2026 09:00 AM ET Company ParticipantsAndre Schulten - CFOKevin Grundy - Managing DirectorSeth Cohen - CIOShailesh Jejurikar - President and CEOSteve Strycula - PresidentNone - Video NarratorConference Call ParticipantsNone - AnalystNone - AnalystModeratorGood morning, everyone. Before I introduce our next speakers, I'd like to take a moment to recognize some of the individuals behind this conference and behind the CAGNY organization these p ...

Summary of Valmont Industries Conference Call Company Overview - **Company**: Valmont Industries - **Industry**: Infrastructure and Agriculture - **Key Executives Present**: Avner Applbaum (President and CEO), Tom Liguori (CFO), Renee Campbell (Investor Relations) Core Points and Arguments - **Financial Performance**: - Valmont has more than doubled its adjusted EPS since 2020, nearly tripling it, and doubled its return on invested capital to 17.6% [3][4] - Projected additional revenue of $500 million to $700 million and adjusted EPS of $25 to $30 over the next 3-4 years [4] - **Market Position**: - 75% of Valmont's portfolio is now in infrastructure, with 25% in agriculture [5] - The company operates in over 100 countries, with more than 70% of its business in the U.S. and Canada [5] - **Market Drivers**: - Increasing energy demand due to electrification, manufacturing, onshoring, reshoring, and AI [6] - Aging infrastructure requiring replacement, such as utility poles and lighting systems [7] - Need for productivity and resource efficiency in agriculture, particularly in water usage [7] - **Competitive Advantages**: - Leading engineering capabilities and strong dealer network for agriculture [8][9] - Operational excellence in manufacturing, including the ability to build substations in-house [9] - **Product Lines**: - Main product lines include utility solutions (transmission, distribution, substations), lighting and transportation, coatings, and telecom [10][11] - **Growth Strategy**: - Focus on high-return infrastructure capacity and disciplined resource allocation [20][21] - Annual CapEx run rate increased to $150 million-$200 million to support growth [21] - Share repurchase program of $700 million authorized, with a commitment to increase dividends annually [21] Additional Important Content - **Acquisitions**: - Recent acquisition of the remaining 40% of ConcealFab to enhance telecom offerings [32][34] - Future acquisitions will focus on strategic fit and financial criteria [35][36] - **Long-term Outlook**: - Valmont is positioned for growth with a strong backlog in utility and a focus on technology and aftermarket in agriculture [22][23] - The company aims to grow revenues to $4.6 billion-$4.8 billion over the next 3-4 years [19] - **Investor Day Announcement**: - An Investor Day is scheduled for June 16, where deeper insights into strategy and financial frameworks will be shared [24] - **Leadership and Culture**: - Strong leadership team with diverse experience and a focus on core values of passion, integrity, and continuous improvement [42][43] - **Market Visibility**: - Strong visibility into future demand through customer engagement and project commitments extending into 2027 and beyond [26][28] - **Balance Sheet Strength**: - The company maintains a strong balance sheet with a net leverage around one times net earnings, providing flexibility for investments [47] This summary encapsulates the key insights and strategic direction of Valmont Industries as discussed in the conference call, highlighting its financial performance, market position, growth strategies, and future outlook.

Ingersoll Rand (NYSE:IR) 2026 Conference February 19, 2026 08:50 AM ET Company ParticipantsVik Kini - CFONone - Company RepresentativeConference Call ParticipantsNone - AnalystNoneGetting it started again, we are very excited to have Ingersoll Rand with us. We've got Vik Kini, who is the CFO of Ingersoll Rand. And Vik, as I walk over to you, it's been about five years since you closed the RMT. A lot's gone on. I think you had a vision then, to be the premier industrial compounder. So maybe what's gone right ...

Cognex (NasdaqGS:CGNX) 2026 Conference February 19, 2026 08:50 AM ET Company ParticipantsDennis Fehr - SVP of Finance and CFOConference Call ParticipantsPiyush Avasthi - VP and Research AnalystNone - AnalystPiyush AvasthiPrivate chat with Cognex. I am Piyush Avasthi, analyst at Citi. With me today is Dennis Fehr, the CFO of Cognex. Welcome, Dennis.Dennis FehrThank you. Thank you for having me, and thanks, everyone, for your interest in Cognex.Piyush AvasthiHi, Dennis. Cognex is a strong player in machine vi ...