Financial Data and Key Metrics Changes - For Q2 2026, the company reported $11.8 million in Adjusted EBITDA, a 93.4% increase compared to $6.1 million in Q2 2025 when excluding $5.9 million from Project Milton [3][4] - Adjusted gross profit margin improved by 340 basis points to 27.3% from 23.9% in the prior year [4] - Net income for Q2 2026 was $5.3 million on revenues of $232.1 million, down from $6.5 million on $264.5 million in Q2 2025, representing an 18% decrease [9][10] - Adjusted net income decreased by approximately 24.5% to $8.1 million from $10.7 million in the prior year [10] - For the six months ended December 31, 2025, net income was $6.6 million on revenues of $458.8 million, down from $9.8 million on $468.1 million in the prior year [12] Business Line Data and Key Metrics Changes - Same-store growth contributed $3.6 million in U.S. operations, $1.4 million in Canadian operations, and $0.7 million from acquisitions [4] - Adjusted EBITDA margin expanded by 780 basis points to 18.6% when excluding Project Milton from the prior year [4] Market Data and Key Metrics Changes - The demand environment is showing signs of improvement, with a tightening of capacity noted, although international and ocean imports remain soft [17] - The tender rejection rate has started to increase, indicating potential benefits for the company in the upcoming quarters [18] Company Strategy and Development Direction - The company is focusing on its proprietary global trade management platform, Navigate, which is expected to drive organic growth by enhancing supply chain visibility and decision-making [5] - The launch of Ray, an AI-powered agent, aims to streamline quote requests and improve operational efficiencies [6] - The company plans to maintain a balanced approach to capital allocation, including stock buybacks and strategic acquisitions [7] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about leveraging technology and a robust global network to create value [26] - The company is monitoring the impact of severe weather on potential project work but currently has no projects in the pipeline [19] Other Important Information - The company remains virtually debt-free with no net debt as of December 31, 2025, and has a $200 million credit facility available [7] Q&A Session Summary Question: Demand environment and project work from severe weather - Management noted a generally bullish sentiment in the demand environment, with some growth observed, but international imports remain soft [17] - No current project work is on the books related to severe weather, but the company is prepared to respond to such events [19] Question: Revenue expectations from Navigate - Management refrained from providing specific revenue numbers but highlighted positive feedback and growing interest from vendors as they onboard onto the Navigate platform [20]

Ichor (NasdaqGS:ICHR) Q4 2025 Earnings call February 09, 2026 04:30 PM ET Speaker10Good day, ladies and gentlemen, and welcome to Ichor's fourth quarter and fiscal year 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will be given at that time. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this call is being recorded. I would now like ...

Chegg (NYSE:CHGG) Q4 2025 Earnings call February 09, 2026 04:30 PM ET Speaker3Good evening and welcome to the Chegg, Inc. 4th Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press *0 on your telephone keypad. It is now my pleasure to introduce your host, Tracey Ford, Vice President of Investor Relations. Thank you. You may begin.Speaker5Good ...

Financial Data and Key Metrics Changes - Total operating revenue for the full year 2025 was $430.4 million, an increase of 10.7% compared to 2024 [11] - Operating revenue for the fourth quarter of 2025 was $105.4 million, an increase of 11.5% over the fourth quarter of 2024 [11] - Adjusted EBITDA for the full year 2025 was $40.2 million, essentially unchanged from 2024, while fourth quarter adjusted EBITDA was $9.2 million, an increase of 32% year-over-year [11][12] - The adjusted operating ratio for the fourth quarter improved modestly compared to the prior year despite challenges [6][11] Business Line Data and Key Metrics Changes - The company delivered over 2.3 million vehicles in 2025, representing a 16.2% increase from 2024, although revenue per unit decreased by about 6% [5][12] - The fourth quarter revenue and unit volumes each increased over 11% year-over-year, driven by the Brothers' acquisition and new business wins [6] Market Data and Key Metrics Changes - The automotive market peaked in March and April 2025, but the remainder of the year was weaker than expected, with a lower year-over-year seasonal volume push in the fourth quarter [5][6] - January 2026 saw lower-than-forecasted SAR, potentially the lowest monthly SAR in several years due to severe winter weather impacting dealership operations [8] Company Strategy and Development Direction - The company aims for continued margin expansion and market share gains, focusing on sustainable profitability and reinvestment [9][10] - The forecast for SAR in 2026 is lower than 2025 actual, with growth expected to come from internal initiatives rather than market conditions [13] - The company is prioritizing profitability over top-line growth, making disciplined choices regarding business retention and new contracts [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying resiliency of the automotive market, supported by replacement demand and lower interest rates [9] - The company anticipates improved consumer demand in the coming months as weather impacts ease and sales incentives remain strong [8] - Management noted that while the market environment was challenging in 2025, they are optimistic about potential improvements in the second half of 2026 [70] Other Important Information - A non-cash goodwill impairment charge of $27.8 million was recorded during the quarter, reflecting changes in market conditions [8] - The company’s net debt to trailing 12-month adjusted EBITDA improved from 2.2x to 1.5x, enhancing flexibility for future capital structure decisions [12] Q&A Session Summary Question: Expectations for Q1 revenue and operating ratio - Management expects sequential revenue to be down but modest improvement in operating ratio [21] Question: Impact of tightening capacity in the auto hauling market - Management noted that non-domiciled CDL issues are impacting driver recruitment but the company is somewhat insulated due to its hiring practices [23] Question: Revenue per unit expectations for 2026 - Management anticipates stability in revenue per unit, with no significant increases expected [28] Question: Capital allocation priorities - The company will prioritize debt paydown but remains open to M&A opportunities [30] Question: Updates on revenue mix and competitive pricing - Management indicated that a healthier demand environment is needed for spot market recovery, and they are maintaining discipline in pricing [35][39] Question: Updates on contract awards and market share gains - Management reported some new contract awards but also noted losses due to pricing dynamics [48] Question: M&A pipeline and expectations for 2026 - The company is actively engaged in developing a pipeline and expects to make 1-2 acquisitions in 2026 [53]

EVI Industries (NYSEAM:EVI) Q2 2026 Earnings call February 09, 2026 04:00 PM ET Company ParticipantsHenry Nahmad - Chairman and CEOHenry NahmadHello, and welcome to EVI Industries' earnings call for the second quarter of fiscal 2026. I am Henry Nahmad, Chairman and CEO of EVI Industries. Before we begin, I'd like to remind you that this presentation contains forward-looking statements within the meaning of the federal securities laws. These statements are subject to risks and uncertainties that could cause ...

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EVI Industries (NYSEAM:EVI) Q2 2026 Earnings call February 09, 2026 04:00 PM ET Speaker0Hello, and welcome to EVI Industries' earnings call for the second quarter of fiscal 2026. I am Henry Nahmad, Chairman and CEO of EVI Industries. Before we begin, I'd like to remind you that this presentation contains forward-looking statements within the meaning of the federal securities laws. These statements are subject to risks and uncertainties that could cause actual results to differ materially from those discusse ...

Upwork Investor Presentation Undue reliance should not be placed on the forward-looking statements in this presentation. Neither we nor any other person makes any representation or warranty as to the accuracy or completeness of the information herein. This presentation is made solely for informational purposes. Upwork, the Upwork logo, Lifted, "UmaTM, Upwork's Mindful AI," and other registered or common law trade names, trademarks, or service marks of Upwork appearing in this presentation are the property o ...

Q4 2025 Financial Results February 2026 © 2026 Amkor Technology, Inc. Presenter Introductions Disclaimer Non-GAAP Measures This presentation contains certain measures that are not defined terms under U.S. generally accepted accounting principles ("GAAP"). These non-GAAP measures should not be considered in isolation or as a substitute for, or superior to, measures of liquidity or performance prepared in accordance with U.S. GAAP and may not be comparable to calculations of similarly titled measures by other ...

Strong Foundation. Stronger Future. Simpson Manufacturing Co., Inc. Investor Presentation February 2026 Safe Harbor Note: The financial results in this presentation as of and for the fiscal year ended December 31, 2025 are unaudited. This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statement ...