Aemetis (AMTX) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Company Participants Todd Waltz - Executive VP & CFOEric McAfee - Founder, Chairman and Chief Executive OfficerSaumya Jain - Equity Research AssociateMatthew Blair - Managing DirectorDerrick Whitfield - Managing DirectorAndy Foster - EVP - North AmericaDave Storms - Director of Equity Research Conference Call Participants Sameer Joshi - Senior Equity Research AnalystEdward Woo - Director of Research & Senior Analyst Operator Day, everyone. Welcom ...

Corteva (CTVA) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Kimberly Booth - VP - Investor RelationsChuck Magro - Chief Executive OfficerDavid Johnson - Executive VP & CFOJoel Jackson - Managing DirectorChristopher Parkinson - Managing DirectorJudd O’Connor - EVP - Seed Business UnitVincent Andrews - Managing DirectorRobert King - Executive Vice President of Crop Protection Business UnitKevin McCarthy - PartnerJosh Spector - Executive DirectorEmily Fusco - Equity Research Associate Co ...

Suburban Propane Partners (SPH) Q2 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Morning, ladies and gentlemen, and welcome to the Suburban Propane Partners Second Quarter Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, 05/08/2025. I would now like to turn the conference over to David Niembrocco, Vice President and Treasurer. Please go ahead. Speaker1 Thank yo ...

Centrus Energy (LEU) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Neal Nagarajan - Senior Vice President and Head of Investor RelationsAmir Vexler - President and CEOKevin Harrill - Senior Vice President, Chief Financial Officer and TreasurerJoseph Reagor - Managing Director Conference Call Participants Rob Brown - Founding Partner & Senior Research AnalystRyan Pfingst - Senior Research AnalystNone - AnalystEric Stine - Senior Research AnalystSameer Joshi - Senior Equity Research Anal ...

Centrus Energy (LEU) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Centrus Energy Q1 twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, 05/08/2025. I would now like to turn the conference over to Neil Nagorajan, Head of Investor Relations. Please go ahead. Speaker1 Good morning. Thank yo ...

Net income of $27.2 million on $73.1 million in revenue, compared to a net loss of $6.1 million on $43.7 million in revenue in Q1 2024 Retired our higher-interest rate debt (8.25% Notes) at a redemption price equal to the principal of $74.3 million plus any accrued and unpaid interest, resulting in a gain of $11.8 million in Q1 2025 Consolidated cash balance of $653.0 million as of March 31, 2025BETHESDA, Md., May 7, 2025 /PRNewswire/ -- Centrus Energy Corp. (NYSE American: LEU) ("Centrus" or the "Company" ...

PHINIA (PHIN) FY Conference May 07, 2025 11:15 AM ET Speaker0 All right. Good morning, and welcome everyone to the presentation. Thanks to the Finia team for joining us today. I'm gonna turn it over to them for a presentation, and then we'll open it up for q and a. Take it away. Speaker1 Great. Thank you very much, and thanks for joining us today. I'm Brady Erickson, CEO. I'm joined by with me Chris Grapp, our CFO, and Kellen Ferris, our VP of IR. So thank you very much for joining us. We'll try to go throu ...

Flotek Industries (FTK) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Flotek Industries First Quarter twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Wednesday, 05/07/2025. I would now like to turn the conference over to Michael Crotelli, Director of Finance and Investor Relations. Please go ah ...

Bunge (BG) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Speaker0 Good day, and welcome to the Banking S. A. First Quarter twenty twenty five Earnings Release and Conference Call. Today, all participants will be in listen only mode. After today's presentation, there will be an opportunity to ask your questions. Please note that today's event is being recorded. I would now like to turn the conference over to Ruth Ann Wisener. Please go ahead, madam. Speaker1 Thank you, operator, and thank you for joining us ...

Financial Data and Key Metrics Changes - For Q1 2025, total revenue was $157.7 million, a 33% increase from the same quarter in 2024, with pretax income of $25.3 million [11][12] - Average utilization for the quarter was 79.9%, ending at over 86%, indicating effective revenue generation from off-lease engine purchases [3][12] - The total owned portfolio size increased to $2.82 billion as of March 31, 2025 [12] - Maintenance reserve revenues rose to $54.9 million, up 25% from the prior year [12][14] - Net income attributable to common shareholders was $15.5 million, with diluted earnings per share at $2.21 [20] Business Line Data and Key Metrics Changes - Core lease rent revenue for the quarter was $67.7 million, with interest revenue at $3.9 million [11][12] - Fair parts and equipment sales surged by 455% to $18.2 million, driven by demand for surplus materials [15] - Maintenance service revenue was $5.6 million, showing slight growth from the previous year [16] Market Data and Key Metrics Changes - The company noted robust demand for its products and services both domestically and internationally, despite macroeconomic uncertainties [9] - The average lease rate factor across the portfolio remained stable at 1.0% [12] Company Strategy and Development Direction - The company is focused on expanding its core leasing business and enhancing maintenance capabilities to support airlines [4][5] - Notable transactions included purchasing 30 additional LEAP engines and a new constant thrust deal with Air India Express [5][6] - A joint venture to build an engine test facility in Florida was announced to address industry testing capacity shortages [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business model and ability to create value despite macroeconomic challenges [4][9] - The company is prepared to adapt to potential changes in the operating environment due to tariffs and market volatility [9][10] Other Important Information - The company declared its fourth consecutive quarterly dividend of $0.25 per share, reflecting strong cash flow characteristics [23] - Total debt obligations increased from $1.7 billion to $2.2 billion, with leverage decreasing to 3.31 times [19][23] Q&A Session Summary Question: Impact of tariffs on operations - Management indicated minimal impact from tariffs on both import parts and leasing revenue, with most parts sourced internally [25][26] Question: Market values and lease rates under potential tariff escalation - Management speculated that asset inflation could occur, with older assets potentially appreciating due to increased costs of new engines [28][30] Question: Spare parts market dynamics - The company noted a strong demand for used serviceable materials, with a strategic approach to either repair or part out unserviceable engines [37][39] Question: Clarification on maintenance reserve liabilities - Management confirmed that the increase in maintenance reserve liabilities reflects probable lease extensions and will be recognized as revenue once engines are returned [52][55] Question: Utilization rate and lease mix - The utilization rate improved significantly, with a consistent mix of long-term and short-term leases maintained around 50% [59][60]