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Green Plains (GPRE) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-05 15:14
As we previously shared, CO2 from all three Nebraska plants is being sequestered in Wyoming and the impact is lowering CI scores for our plants and generating cash flow. Financially, the focus on operational excellence and our efforts to remove costs from the business have resulted in considerably stronger results compared to last year. Q4 adjusted EBITDA of $49.1 million is an improvement of more than $67 million compared to 2024. We continued to realize the benefits of the 45Z clean fuel production tax cr ...
ArcelorMittal(MT) - 2025 Q4 - Earnings Call Presentation
2026-02-05 14:30
4Q 2025 and FY 2025 Financial Results February 5, 2026 1. LTIFR = Lost time injury frequency rate defined as Lost Time Injuries (LTI) per 1,000,000 worked hours (own personnel and contractors) and includes fatalities; A LTI is an incident that causes an injury that prevents the person from returning to his/her next scheduled shift or work period Year 1 (2025) – Laying the foundations for change Year 2 – Shifting into the implementation and scale phase Roadmaps have been established at the Corporate and site ...
E.F. Hutton Serves as Exclusive M&A Advisor to Smartkem on Proposed Acquisition of Carbonium Core, Inc.
Globenewswire· 2026-02-05 14:00
NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- E.F. Hutton and Co. (“E.F. Hutton”), a leading investment banking and financial advisory firm, announced that it is serving as exclusive M&A advisor to Smartkem, Inc. (Nasdaq: SMTK) in connection with Smartkem’s proposed acquisition of Carbonium Core, Inc., a U.S.-based advanced materials company focused on the production of nuclear-grade graphite for next-generation reactor technologies. The proposed transaction is structured pursuant to a non-binding letter of i ...
Naughty Ventures Secures Strategic Land Position for Natural Hydrogen and Helium Exploration in Northwestern Ontario
TMX Newsfile· 2026-02-05 12:30
Vancouver, British Columbia--(Newsfile Corp. - February 5, 2026) - Naughty Ventures Corp. (CSE: BAD) (FSE: 5DE0) (OTC Pink: BADVF) ("Naughty Ventures" or the "Company") is pleased to announce the staking of the Little Gull H2 Project, a significant land position targeting natural hydrogen and helium potential in and around the highly prospective Seagull Complex.The project encompasses 286 mining cells totaling 4,576 hectares, located approximately 100 km east-northeast of Thunder Bay, Ontario. The acquisit ...
Johnson Controls(JCI) - 2026 Q1 - Earnings Call Transcript
2026-02-04 14:32
Financial Data and Key Metrics Changes - Orders increased nearly 40%, building on a strong 16% growth from the previous year [6][23] - Revenue grew 6%, with adjusted EBIT margins expanding 190 basis points to 12.4% [6][22] - Adjusted EPS rose nearly 40%, exceeding guidance [6][23] - Record backlog increased by 20% to $18 billion, indicating strong demand visibility [25] Business Line Data and Key Metrics Changes - Organic revenue growth was 6%, with service growth at 9% year-over-year [22][24] - Segment margins increased, with Americas at 16.4%, EMEA at 13%, and APAC at 16.9% [25] - Demand was led by data center projects, with significant contributions from life sciences [23][31] Market Data and Key Metrics Changes - The Americas saw a 56% growth in orders, driven by large-scale data center projects [23] - EMEA grew 8%, with balanced growth in service and systems [24] - APAC orders increased 10%, with double-digit growth in systems [24] Company Strategy and Development Direction - The company is focusing on energy efficiency and decarbonization, particularly in data centers and advanced manufacturing [9][12] - A proprietary business system is being deployed to enhance operational efficiency and alignment across teams [15][16] - The strategy includes investing in technology and service-based solutions to meet customer needs in mission-critical environments [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to support customers and capitalize on market opportunities, particularly in data centers and life sciences [31][40] - The company anticipates continued organic growth and is raising full-year EPS guidance to approximately $4.70 per share, reflecting a 25% increase [27] Other Important Information - The company is actively working on portfolio optimization and has closed the disposition of a residential monitoring security system [90] - There is a focus on improving gross margins and reducing SG&A costs through operational efficiencies [96][97] Q&A Session Summary Question: Order strength and duration - Management confirmed record orders, with significant contributions from life sciences and data centers, indicating a healthy pipeline [31][32] Question: Backlog and organic growth - Management noted that while backlog is strong, not all larger orders are shippable within the next nine months, but organic growth is expected to strengthen over time [34] Question: Market evolution and order growth - Management highlighted broad-based growth in data centers and life sciences, with significant investments in new manufacturing environments [39][40] Question: North America margin trends - Management acknowledged a slight headwind in North America margins but expects improvement in the coming quarters [52][53] Question: Data center lead times - Management reported good progress in reducing lead times and emphasized the importance of predictable delivery in maintaining competitive advantage [76] Question: BMS growth and opportunities - Management characterized BMS growth as solid, with a strong backlog and pipeline of opportunities aligning with mission-critical strategies [80] Question: New product development and market sensitivity - Management discussed ongoing collaboration with major customers to innovate and prepare for future market demands [84][86] Question: Portfolio review and retail business - Management confirmed ongoing strategic review of the portfolio, focusing on creating shareholder value [88][90] Question: Long-term margin opportunities - Management sees potential for gross margin improvement through operational efficiencies and cost reductions [96][97] Question: Labor availability and service business - Management acknowledged tight labor markets but emphasized efforts to enhance productivity and leverage a larger technician base [99][100]
Johnson Controls(JCI) - 2026 Q1 - Earnings Call Transcript
2026-02-04 14:32
Johnson Controls International (NYSE:JCI) Q1 2026 Earnings call February 04, 2026 08:30 AM ET Company ParticipantsJoakim Weidemanis - CEOMarc Vandiepenbeeck - EVP and CFOMike Gates - Senior Director of Investor RelationsConference Call ParticipantsAmit Mehrotra - AnalystAndrew Obin - AnalystAndy Kaplowitz - AnalystChris Snyder - AnalystJeff Sprague - AnalystJoe O'Dea - AnalystJoe Ritchie - AnalystJulian Mitchell - AnalystNigel Coe - AnalystScott Davis - AnalystSteve Tusa - AnalystOperatorWe'll now hand the ...
Johnson Controls(JCI) - 2026 Q1 - Earnings Call Transcript
2026-02-04 14:30
Financial Data and Key Metrics Changes - Orders increased nearly 40%, building on a strong 16% growth from the previous year [5][21] - Revenue grew by 6%, with adjusted EBIT margins expanding by 190 basis points to 12.4% [5][20] - Adjusted EPS rose nearly 40%, exceeding guidance [5][21] - Record backlog increased by 20% to $18 billion, indicating strong demand visibility [20][24] Business Line Data and Key Metrics Changes - Organic revenue growth was led by service, which grew 9% year-over-year [23] - In the Americas, sales were up 6% organically, with solid double-digit growth in service [23] - EMEA grew 4%, driven by high single-digit growth in service [23] - APAC delivered 8% growth, led by strong system performance and steady demand in service [23] Market Data and Key Metrics Changes - The Americas segment saw a 56% growth, primarily from large-scale data center projects [21] - EMEA experienced an 8% growth, with balanced high single-digit growth in both service and system [21] - APAC orders increased by 10%, driven by double-digit growth in systems and high single-digit growth in service [21] Company Strategy and Development Direction - The company is focusing on energy efficiency and decarbonization, particularly in data centers and advanced manufacturing [7][11] - A proprietary business system is being deployed to enhance operational efficiency and align goals across the organization [6][13] - The strategy emphasizes innovation in technology and service-based solutions to meet customer needs [12][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong start to the year and raised full-year guidance due to positive momentum [5][26] - The operating environment remains challenging, but the company is well-positioned to deliver on its commitments [20][25] - Management highlighted the importance of operational discipline and the ability to respond to customer needs quickly [74][107] Other Important Information - The company is investing in R&D to support future growth while maintaining cost control [92][93] - There is a focus on improving gross margins and reducing SG&A costs through operational efficiencies [89][90] Q&A Session Summary Question: Order strength and duration - Management confirmed record orders and highlighted strong demand not only from data centers but also from life sciences [28][30] Question: Backlog and organic growth - Management indicated that while backlog is strong, not all orders are shippable within the next nine months, affecting organic growth projections [32][33] Question: Market evolution and order growth - Management noted broad-based growth across different applications in the data center market and emphasized the importance of thermal management for life sciences [36][38] Question: North America margin trends - Management acknowledged a slight headwind in North America margins but expressed confidence in future improvements [50][51] Question: Data center lead times - Management reported good progress on lead times and emphasized the importance of reliable delivery for competitive advantage [72][74] Question: BMS growth and opportunities - Management characterized BMS growth as solid and highlighted the alignment with mission-critical solutions [78] Question: New product development and market readiness - Management discussed ongoing collaboration with customers to innovate and prepare for future market needs [81][82] Question: Portfolio review and strategic moves - Management confirmed ongoing strategic review of the portfolio to enhance shareholder value [85][87]
SHARC Energy Secures $3.7 Million in Equipment Orders, Demonstrating Continued Momentum and Expansion into New Markets
Globenewswire· 2026-02-04 13:00
VANCOUVER, British Columbia, Feb. 04, 2026 (GLOBE NEWSWIRE) -- SHARC International Systems Inc. (CSE: SHRC) (FSE: IWIA) (OTCQB: INTWF) ("SHARC Energy" or the “Company”) a global leader in Wastewater Energy Transfer (“WET”) technology, is pleased to announce that it has secured approximately $3.7 million in SHARC Energy equipment orders, increasing Sales Order Backlog1 by 109% since the previous disclosure on December 1, 2025 of $3.4 million. This brings the total value of Sales Order Backlog to $7.1 Million ...
SoCalGas Petitions CPUC to Update Hydrogen Blending Demonstration Requirements Based on Global Safety History and Research
Prnewswire· 2026-02-04 12:55
Core Viewpoint - Southern California Gas Co. (SoCalGas) and other gas utilities have petitioned the California Public Utilities Commission (CPUC) to modify a previous decision requiring a demonstration project for blending hydrogen into natural gas, citing advancements in safety and operational data since 2022 [1][2][3]. Group 1: Petition Details - The petition seeks to remove the requirement for a 5% hydrogen demonstration project before recommending a systemwide blending standard, while still adhering to the CPUC's mandate for projects studying blends in the 5%-20% range [2]. - The utilities argue that the safety case for low-level hydrogen blends has improved, allowing for a more efficient approach to decarbonization [2][4]. Group 2: Research and Demonstration Projects - New research and real-world experiences indicate that blending up to 5% hydrogen into natural gas systems can be done safely and reliably without modifying customer appliances [3][5]. - States like Utah and companies like Hawai'i Gas have successfully implemented hydrogen blending, demonstrating its safety and effectiveness over decades [5][6]. Group 3: Industry Perspectives - Industry leaders emphasize that hydrogen blending is a practical step towards decarbonizing the natural gas system, leveraging existing infrastructure to reduce emissions while planning for a cleaner energy future [4][6]. - The blending of hydrogen is seen as essential for achieving sustainability and cost goals in California's energy transition [4][6]. Group 4: SoCalGas Initiatives - SoCalGas has been at the forefront of hydrogen blending initiatives, having completed the first power-to-gas hydrogen blending project in the U.S. in 2016 and several other demonstration projects since then [7]. - The company has proposed two hydrogen blending demonstration projects, one of which aims to blend up to 5% hydrogen, which may be affected by the outcome of the current petition [4][7].
Johnson Controls sees 84% systems order growth in the Americas
Yahoo Finance· 2026-02-04 12:23
“Managing energy consumption while sustaining performance is essential, and that is exactly where our technologies remain critical,” Weidemanis said. “Against that backdrop, our data center momentum reflects not only strong demand from existing customers but also success in reaching new customers as our differentiated solutions gain traction.”Johnson Controls’ systems orders grew 84% year over year in its Americas region, leading to a 26% increase in its systems backlog in the quarter. A sharp increase in t ...