Duluth Holdings (DLTH) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, January 7, 2026 astatine 9:24 AM CST 17 min read

Image source: The Motley Fool.

Thursday, March 13, 2025 astatine 9:30 a.m. ET

• Chief Executive Officer — Dr. Philipp Stratmann

• Chief Financial Officer — Robert Powers

Robert Powers: Thank you, and bully morning. After the marketplace closed yesterday, we issued our net property merchandise and filed our yearly study connected Form 10-K for the play ended April 30, 2025. Our nationalist filings are disposable connected the SEC website and wrong the Investor Relations conception of the OPT website. During this call, we volition marque forward-looking statements that are wrong the harmless harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements whitethorn see fiscal projections oregon different statements of the company's plans, objectives, expectations oregon intentions.

These statements are based connected assumptions made by absorption regarding aboriginal circumstances implicit which the institution whitethorn person small oregon nary power and impact risks, uncertainties and different factors that whitethorn origin existent results to beryllium materially antithetic from immoderate aboriginal results expressed oregon implied by specified forward-looking statements. Additional accusation astir these risks and uncertainties tin beryllium recovered successful the company's Form 10-K and consequent filings with the SEC. The institution disclaims immoderate work oregon volition to update the forward-looking statements made connected this call. Finally, we posted an updated capitalist presumption connected our IR website. Please instrumentality a infinitesimal to reappraisal it arsenic it provides a bully overview of our institution and strategy.

Now I americium pleased to present Dr. Philipp Stratmann.

Philipp Stratmann: Good morning, and convey you for joining america today. Fiscal 2025 was a transformational twelvemonth for OPT. We delivered existent measurable worth successful a planetary marketplace undergoing accelerated change, and we entered fiscal twelvemonth '26 positioned to pb successful the sustainable data-driven bluish economy. Today, I'll locomotion you done our astir important achievements, the momentum they've created and the opportunities up arsenic we execute our strategical maturation plan. In fiscal '25, OPT was granted a U.S. Department of Defense Facility Security Clearance astatine the Secret level, a milestone that importantly expands our eligibility for classified defence work.

This clearance not lone affirms OPT's compliance with national information protocols, but besides opens the doorway to high-value multiyear programs wherever fewer companies are adjacent allowed to compete. It expands our addressable marketplace and deepens our concern potential. Let's speech astir backlog and visibility. I'm incredibly excited to denote that we entered fiscal '26 with $12.5 cardinal successful funded backlog, the highest successful our history. This reflects multi-quarter fulfillment of some planetary defence and commercialized contracts and signals beardown lawsuit assurance successful our solutions and our quality to execute. It is simply a wide indicator that our strategy is moving and that request is existent and growing.