Austin, Aug. 12, 2025 (GLOBE NEWSWIRE) -- The Data Center Power Management Market was USD 22.0 billion in 2024 and is expected to reach USD 40.1 billion by 2032, growing at a CAGR of 7.80% over the forecast period of 2025–2032. Surging Data Demand and Green Infrastructure Drive Growth in Data Center Power Management Market The data center power management market is witnessing transformative growth, continues to transform with the largest growth driven by surging global consumption of data, energy-efficient ...

Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus on real estate and renewable energy suggests a strategic interest in sectors that are likely to experience growth and transformation [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest with a global audience, indicating a commitment to knowledge sharing and community engagement [1] - The intention to debate ideas reflects a desire for continuous improvement and collaboration within the finance community [1]

One , their management has been able to stand through the rapidly evolving changes in the cybersecurity market and, despite some hiccups along the way, positions itself forUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Ene ...

M Foundation August 8, 2025 07:19 PM GMT Investor Presentation | Asia Pacific China Energy and Batteries Morgan Stanley Asia Limited+ Jack Lu Equity Analyst Jack.Lu@morganstanley.com +852 2848-5044 Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single fact ...

Core Insights - Clean Energy Fuels (CLNE) experienced a significant stock price increase of nearly 13% following the release of its quarterly results, outperforming the S&P 500 index's 0.8% rise [1] Financial Performance - The company reported second-quarter revenue of $102.6 million, reflecting a year-over-year increase of nearly 5% [2] - Non-GAAP (adjusted) net income decreased to $337,000, equating to less than $0.01 per share [2] - Analysts had anticipated worse outcomes, projecting revenue slightly over $94 million and a net loss of $0.06 per share [4] Market Position and Demand - CEO Andrew Littlefair emphasized that renewable natural gas (RNG) is the most immediate and cost-effective clean transportation fuel, with strong demand evident in the second-quarter results [4] - The recent government legislation, including the extension of the clean fuel production tax credit, is expected to positively impact the RNG market [4] Strategic Developments - Clean Energy Fuels secured new supply agreements with several municipal transit fleets, including LA Metro, indicating a focus on long-term and reliable customers [5]

Key Takeaways PLUG secured $1.66B DOE loan guarantee to build six green hydrogen production facilities in the US.New Georgia plant and JV with Olin in Louisiana aim to boost PLUG's green hydrogen production capacity.High cash burn rate and negative gross margins may weigh on PLUG's near-term performance.Plug Power Inc. (PLUG) has been focusing on expanding its business and investing in the green hydrogen energy market given its long-term growth potential. Going by some estimates, the green hydrogen energy m ...

Financial Data and Key Metrics Changes - Company reported a record quarter with an 18% increase in revenue and a 42% growth in adjusted EBITDA year over year, excluding the divested Steel Components business [6][9] - Adjusted EBITDA margin reached a record 20.9%, up 360 basis points [7] - Operating cash flow improved to $61 million, with free cash flow for the quarter at $39 million [20][21] Business Line Data and Key Metrics Changes - Construction Products segment saw a 28% increase in revenues and a 44% increase in adjusted segment EBITDA, driven by the Stivola acquisition [10] - Aggregates business reported a 15% increase in freight adjusted revenues and a 21% increase in adjusted cash gross profit, with total volumes up 6% [12] - Engineered Structures segment revenue increased by 7%, with adjusted segment EBITDA rising 31% and margin expanding to 18.7% [15][16] - Transportation Products revenues were up 18%, with adjusted segment EBITDA increasing by 10% [18] Market Data and Key Metrics Changes - The company noted strong pricing gains in the aggregates business, driving a 15% increase in adjusted cash gross profit per ton [7] - The backlog for utility and related structures reached a record $450 million, up 9% from the start of the year [16] - Wind tower backlog was reported at almost $600 million, down 23% from the start of the year [17] Company Strategy and Development Direction - Company is focused on strengthening growth businesses, streamlining the portfolio, and reducing cyclicality while expanding margins [5] - The strategic transformation of the portfolio is aimed at creating a more focused and resilient platform for long-term growth [23] - The company plans to convert a facility from wind towers to utility structures to meet increasing demand in the power market [28][92] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong long-term prospects for the construction business despite recent weather-related challenges [26] - The company anticipates a 30% growth in EBITDA for 2025, excluding the divested Rail Components business [9][24] - Management highlighted the positive sentiment from customers regarding upcoming projects and the overall market environment [71] Other Important Information - The company is on track to reach a target leverage range of 2 to 2.5 times within the next three quarters [21] - The anticipated capital expenditures for the full year are now projected to be between $145 million and $155 million [20] Q&A Session Summary Question: Discussion on updated guidance range and segment basis - Management indicated strong growth expectations for 2025, maintaining the midpoint of guidance and tightening the range [35][36] Question: Drivers of raised aggregates ASP guidance - Management noted an 8% growth in ASP for the quarter, leading to a year-to-date growth of about 10% [40][41] Question: Wind tower business capacity for new orders - Management confirmed that three plants are operating at about 60% capacity, with the ability to increase production if needed [48] Question: Aggregates gross profit per ton growth expectations - Management expects continued good gross profit per ton growth in the second half, benefiting from the Stivola acquisition [54] Question: Acquisition pipeline and opportunities - Management stated there is a solid pipeline of bolt-on acquisitions and plans to deploy capital as leverage ratios improve [56][58] Question: Policy clarity and its impact on wind tower business - Management emphasized the importance of clarity in policy for the wind industry, which has led to increased customer confidence [62][66] Question: Customer-driven delays due to funding - Management clarified that the weakness in organic growth was primarily due to weather, not project delays [70] Question: Geographies showing multifamily demand improvement - Management highlighted improvements in Texas and New Jersey for multifamily demand [73]

Evergy (EVRG) Q2 2025 Earnings Call August 07, 2025 09:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Q2 twenty twenty five Evergy, Inc. Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session.To ask a question during the session, you will need to press 11 on your telephone. Please be advised that today's conference is being recorded. I would now like to hand the conference ove ...

WHIPPANY, N.J., Aug. 7, 2025 /PRNewswire/ -- Suburban Propane Partners, L.P. (NYSE:SPH), today announced earnings for its third quarter ended June 28, 2025.Consistent with the seasonal nature of its business, the Partnership typically experiences a net loss in the third quarter of its fiscal year.  Net loss for the third quarter of fiscal 2025 was $14.8 million, or $0.23 per Common Unit, compared to a net loss of $17.2 million, or $0.27 per Common Unit, for the third quarter of fiscal 2024. Adjusted earning ...

Core Insights - Montauk Renewables reported Q2 2025 financial results with revenue of $45.1 million, exceeding analyst expectations, but faced profitability challenges with an EPS of $(0.04) due to higher operating expenses and lower RIN prices [1][5][7] Financial Performance - Revenue (GAAP) increased by 4.1% year-over-year from $43.3 million in Q2 2024 to $45.1 million in Q2 2025, surpassing the estimate of $44.4 million [2][5] - Adjusted EBITDA declined by 27.7% to $5.0 million from $7.0 million in Q2 2024 [7] - The company sold 11.1 million RINs, an increase of 10.5% from 10.0 million in Q2 2024, but the average realized price per RIN fell by 22.4% to $2.42 from $3.12 in Q2 2024 [5][6] Operational Highlights - RNG production remained stable at 1.4 million MMBtu, showing no growth compared to the previous year [6] - Operating and maintenance costs for RNG facilities rose by 22.0% to $17.0 million, attributed to scheduled maintenance and operational improvements [6] - Total operating expenses increased by 11.8%, leading to an operating loss of $(2.4) million and a net loss of $(5.5) million compared to $(0.7) million in Q2 2024 [7] Regulatory and Market Challenges - Revenue recognition delays occurred due to the EPA's new Biogas Regulatory Reform Rule, affecting the sale of approximately 3.0 million RINs [8] - The Renewable Electricity Generation segment produced 42,000 megawatt hours, down from 45,000 in Q2 2024, with operating costs nearly flat year-over-year [8] Strategic Developments - Montauk completed construction of a second RNG processing facility at its Apex site, enhancing future capacity [9] - A 10-year power purchase agreement was signed for the North Carolina agricultural RNG project, securing an average price of $48 per megawatt hour [9] - A new joint venture, GreenWave Energy Partners, LLC, was established to facilitate future RNG transportation and utilization [9] Future Guidance - The company reaffirmed its full-year 2025 guidance, expecting RNG revenue between $150 million and $170 million and RNG production between 5.8 million and 6.0 million MMBtu [10]