- The company reduced its expense base by 5% through restructuring efforts, with most savings realized in Q4 2025.
- Restructuring is aimed at organizing go-to-market strategies around customer verticals like brokers, carriers, shippers, and factors.
- Management emphasized that ongoing technology investments, totaling $110 million this quarter, are crucial for future growth and efficiency.
- The focus is on creating operational leverage and margin expansion without compromising revenue growth.
- Leadership expressed confidence that these initiatives will support sustained margin expansion and revenue growth despite market headwinds.
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- Sinqia segment grew double digits in the quarter, outperforming expectations.
- Focus on multi-year technology modernization initiatives, including platform upgrades and customer growth.
- Repricing of legacy contracts to align with market rates, contributing to revenue growth.
- Margin optimization efforts, with benefits seen in the quarter, and ongoing focus on margin management.
- Lincoln is actively shifting its product mix towards higher-margin, more stable cash flow products such as fixed annuities, RILA, and supplemental health.
- The company has been investing in distribution expansion, product features, and digital capabilities to support this strategic repositioning.
- Management emphasized that these efforts are expected to enhance risk-adjusted returns and long-term profitability, with ongoing growth in sales and margins.
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