NFI Group Inc. (NFI) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, and thank you for standing by. Welcome to the NFI 2026 Second Quarter Fiscal Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question and answer session. To ask a question during the session, you'll need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To answer your question, please press star 11 again. Please be advised that today's conference is being recorded. I would now like to turn the conference over to Stephen King. Please go ahead. Thank you, Lisa. Good morning, everyone, and welcome to our Q2 conference call. Joining me today are John Sapp, President and Chief Executive Officer, and Brian Dewsnup, Chief Financial Officer. On today's call, we will recap the quarter, which included continued operational recovery, strong year-over-year earnings growth, margin expansion, meaningful cash generation, and further progress in our deleveraging strategy. John will provide an overview of business performance, demand, strategic priorities and our outlook, including an increase to our 2026 guidance ranges. Brian will walk us through financial results, cash flow, liquidity and capital structure updates. This call is being recorded and a replay will be made available shortly. We will be referring to a presentation that can be found in the financials and filing section of the NFI Group website. As we move through the slides via the webcast link, we will call out the slide number. On slide two, we provide our cautionary or forward-looking statements and note that certain financial measures referenced today are not recognized earnings measures and do not have standardized meanings prescribed by International Financial Repo...