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Genesco Inc. (GCO) Q4 2026 Earnings Call March 6, 2026 8:30 AM EST
Company Participants
Jason Ware Mimi Vaughn – Chairman, President & CEO Cassandra Harris – Consultant & Principal Accounting Officer
Conference Call Participants
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Mitchel Kummetz – Seaport Research Partners Joseph Civello – Truist Securities, Inc., Research Division Samuel Poser – Williams Trading, LLC, Research Division Mantero Moreno-Cheek – Jefferies LLC, Research Division
Presentation
Operator
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Good day, everyone, and welcome to the Genesco Fourth Quarter Fiscal 2026 Conference Call. Just a reminder, today’s call is being recorded. I’ll now turn the call over to Jason Ware, Vice President of FP&A and Investor Relations. Please go ahead, sir.
Jason Ware
Good morning, everyone and thank you for joining us to discuss our fourth quarter fiscal 2026 results. Participants on the call expect to make forward-looking statements reflecting our expectations as of today, but actual results could be different. Genesco refers you to this morning’s earnings release and the company’s SEC filings including its most recent 10-K and 10-Q filings for some of the factors that could cause differences from the expectations reflected in the forward-looking statements made today.
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Participants also expected to refer to certain adjusted financial measures during the call. All non-GAAP financial measures are reconciled to their GAAP counterparts in the attachments to this morning’s press release and in schedules available on the company’s website in the Quarterly Results section. We have also posted a presentation summarizing our results here as well.
With me on the call today is Mimi Vaughn, Board Chair, President and Chief Executive Officer; and Sandra Harris, Senior Vice President of Finance and Chief Financial Officer.
Now I’d like to turn the call over to Mimi.
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Mimi Vaughn Chairman, President & CEO
Good morning, everyone, and thank you for joining our fourth quarter earnings call. Let me begin by
| Revenue of $61.21M (5.95% Y/Y) beats by $112.75K
Information Services Group, Inc. (III) Q4 2025 Earnings Call March 6, 2026 9:00 AM EST
Company Participants
Will Thoretz Michael P. Connors – Chairman & CEO Michael Sherrick – CFO & Executive VP
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Conference Call Participants
Marc Riddick – Sidoti & Company, LLC David Storms – Stonegate Capital Partners, Inc., Research Division Vincent Colicchio – Barrington Research Associates, Inc., Research Division Gowshihan Sriharan – Singular Research, LLC Jacob Mutchler
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Presentation
Operator
Good morning, and welcome to the Information Services Group Fourth Quarter 2025 Conference Call. This call is being recorded, and a replay will be available on ISG’s website within 24 hours.
Now I’d like to turn the call over to Mr. Will Thoretz for opening remarks and introductions. Mr. Thoretz, please go ahead.
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Will Thoretz
Thank you, operator. Hello, and good morning. My name is Will Thoretz. I’m Head of Corporate Communications for ISG. I’d like to welcome everyone to ISG’s Fourth Quarter Conference Call. I’m joined today by Michael Connors, Chairman and Chief Executive Officer; and Michael Sherrick, Executive Vice President and Chief Financial Officer.
Before we begin, I would like to read a forward-looking statement. It is important to note that this communication may contain forward-looking statements, which represent the current expectations and beliefs of the management of ISG concerning future events and their potential effects. These statements are not guarantees of future results and are subject to certain risks and uncertainties that could cause actual results to differ materially from those anticipated.
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For a more detailed listing of the risks and other factors that could affect future results, please refer to the forward-looking statement contained in our Form 8-K that was furnished last night to the SEC and the Risk Factors section of our most recent Form 10-K and 10-Q filings.
Shares of defence shipbuilding companies have rallied sharply even as the broader market has come under significant selling pressure since the Middle East conflict involving the US, Israel and Iran first broke out.
To put things in perspective, Cochin Shipyard shares have climbed nearly 9% over the past two sessions, while Mazagon Dock Shipbuilders has surged about 18% during the same period. Garden Reach Shipbuilders & Engineers, meanwhile, has gained around 5% in today’s trade.
The rally follows reports that a US submarine fired a torpedo that sank an Iranian warship off the south coast of Sri Lanka. Reports indicated that 87 sailors were killed and 32 others were rescued, while the remaining crew members are still missing. Iran’s Foreign Minister Abbas Araghchi said there were 130 sailors on board the vessel.
The development is significant as such an attack by the US has not taken place in more than 80 years, according to multiple media reports. In recent times, warfare has largely shifted toward aerial capabilities such as drones and missiles. While naval attacks are not entirely unexpected, such an incident is considered unconventional in the current context.
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Naval combat incidents, such as the sinking of a warship, often prompt countries in the region to strengthen their maritime defence capabilities. Governments typically accelerate spending on assets such as warships, submarines, surveillance vessels and unmanned naval systems, which in turn improves the order outlook for defence shipbuilders.
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IIndia closely monitors developments in the Indian Ocean region, and any conflict near Sri Lanka underscores the strategic importance of key sea lanes. Such developments could prompt the government to accelerate naval fleet expansion and modernisation, benefiting domestic shipyards involved in building naval platforms.India has also been increasingly focused on the indigenisation of defence platforms, including naval vessels. As a result, any push to strengthen maritime capabilities is likely to translate into higher domestic orders for Indian shipyards rather than reliance on imports. Ever since the war broke out, benchmark index Nifty has shed 2.50% while the 30-share Sensex has declined 2%.Also read: Reliance Industries shares rise over 2% after US allows Indian refiners to buy Russian crude under a 30-day waiver
Indian stock markets declined on Friday, with the Sensex falling around 500 points and the Nifty 50 hovering near the 24,600-mark in the morning. Escalating war between Iran and the US-Israel was among the key factors behind the market drop. The war entered its 7th day and continued to worsen, with the leaders of the countries threatening more escalations ahead. US Defence Secretary Pete Hegseth has said that the conflict has “only just begun”. US President Donald Trump said yesterday that he has “no time limits” on how long the war can go on.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
The Middle East has entered its most perilous week in modern history as the joint US-Israeli military campaign against Iran, codenamed “Operation Roaring Lion” by Jerusalem and “Operation Epic Fury” by Washington, entered its eighth day on Saturday, March 7, 2026. With the death of Supreme Leader Ali Khamenei confirmed and the Strait of Hormuz effectively closed, President Donald Trump has escalated his rhetoric, demanding the “unconditional surrender” of the Iranian regime.
US President Donald Trump AFP
The conflict, which began with a massive coordinated strike on February 28, has fundamentally reshaped the geopolitical landscape of West Asia in just one week. What started as a campaign to dismantle Iran’s nuclear and ballistic missile infrastructure has evolved into a full-scale regional war involving multiple nations and threatening the stability of the global economy.
1. The State of the Conflict: March 7, 2026
As of Saturday morning, the Israel Defense Forces (IDF) and US Central Command (CENTCOM) reported that the first phase of the war—establishing air superiority—is largely complete.
Air Dominance: Israeli Chief of Staff Lieutenant General Eyal Zamir announced that over 300 ballistic missile launchers have been rendered inoperable.
Casualty Reports: While verified data is difficult to obtain due to internet blackouts in Iran, the Iranian Red Crescent estimates the death toll has exceeded 1,300, while some human rights groups fear the number is closer to 3,000.
Regional Spread: Iran’s retaliatory strikes have not been limited to Israel. In a desperate bid to pressure the US, Tehran has launched hundreds of drones and missiles at Gulf states, including the UAE, Kuwait, and Bahrain, targeting US military assets and civilian infrastructure.
2. Trump’s “Unconditional Surrender” Mandate
In a series of late-night statements from the White House, President Trump rejected calls for a ceasefire, stating that the US will not stop until a new, “non-nuclear” leadership is established in Tehran. “We are not looking for a deal that lasts ten years; we are looking for a total transformation,” Trump said. He further complicated the diplomatic path by rejecting the potential candidacy of Mojtaba Khamenei (the late Supreme Leader’s son) for any interim role, calling him “unacceptable.”
3. The “Second Iran War” and the Gulf Crisis
The conflict has been dubbed the “Second Iran War” by international observers, following a shorter 12-day skirmish in June 2025. However, the current escalation is far more severe.
Strait of Hormuz: The IRGC has officially declared the Strait closed. While the US Navy has reportedly destroyed 17 Iranian warships to keep the lanes open, insurance rates for tankers have skyrocketed, causing Brent crude to surge past $88 per barrel.
The “Strategic Patience” Ends: Analysts note that Iran has abandoned its decade-long doctrine of “strategic patience.” By striking at Arab neighbors like Azerbaijan and the UAE, Tehran is attempting to break the US-aligned coalition by force.
4. Impact on Israel and Lebanon
While Israel’s “Arrow” and “David’s Sling” defense systems have intercepted the vast majority of incoming fire, the psychological toll is mounting.
Domestic Impact: At least 12 Israeli civilians have been killed by debris or direct hits in densely populated areas like Ramat Gan and Beit Shemesh.
The Northern Front: Hezbollah has launched over 115 waves of attacks from Southern Lebanon, triggering a massive Israeli counter-offensive that has displaced over 300,000 Lebanese civilians. The Lebanese government has reportedly attempted to ban Hezbollah’s military activities to avoid total national destruction, though the group remains defiant.
5. Humanitarian and Global Concerns
The United Nations has condemned the “unprovoked” nature of the initial strikes, with experts warning of a “profound human tragedy.”
Internal Iran: Massive protests, which began in late 2025 due to a failing economy, have turned into chaotic jailbreaks and localized rebellions, particularly in Kurdish regions.
The Oil Factor: With QatarEnergy halting LNG production and Saudi Aramco reporting fires at the Ras Tanura facility, the world is bracing for a global energy shock that could dwarf the crises of the 1970s.
