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WEX(WEX) - 2025 Q2 - Earnings Call Transcript
2025-07-24 15:00
WEX (WEX) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Speaker0Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the WEX Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.I would now like to turn the conference over to Steve Elder, SVP of Investor Relatio ...
Ryder(R) - 2025 Q2 - Earnings Call Presentation
2025-07-24 15:00
Second Quarter 2025 Earnings Conference Call July 24, 2025 Safe Harbor and Non-GAAP Financial Measures Certain statements and information included in this presentation are "forward-looking statements" under the Federal Private Securities Litigation Reform Act of 1995, including our expectations regarding: our forecast; our outlook; market conditions, such as expectations regarding macroeconomic uncertainty, rental demand and utilization, and used vehicle sales volume and pricing; the freight cycle, includin ...
Ameriprise Financial(AMP) - 2025 Q2 - Earnings Call Transcript
2025-07-24 15:00
Ameriprise Financial (AMP) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Speaker0Welcome to the Q2 twenty twenty five Earnings Call. My name is Julianne, and I will be your operator for today's call. At this time, all participants are in a listen only mode.Later, we will conduct a question and answer session. As a reminder, this conference is being recorded. I will now turn the call over to Stephanie Rabe. Stephanie, you may begin.Speaker1Thank you, operator, and good morning. Welcome to Ameriprise Financ ...
Meritage Homes(MTH) - 2025 Q2 - Earnings Call Presentation
2025-07-24 15:00
SECOND QUARTER 2025 ANALYST CONFERENCE CALL JULY 24, 2025 Safe Harbor The information included in this presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include expectations about the housing market in general and our future results including our strategy to remain competitive and increase our market share, as well as our third quarter 2025 projected home closing volume, home closing revenue, home closing gross margin ...
CVB Financial (CVBF) - 2025 Q2 - Earnings Call Presentation
2025-07-24 14:30
July 2025 cbbank.com Forward Looking Statements This presentation contains forward-looking statements that are intended to be covered by the safe harbor for such statements provided by the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of the management of CVB Financial Corp. and Citizens Business Bank (collectively, the "Company") and are subject to significant risks and uncertainties that could cause actual results or performance to dif ...
Performance Shipping Inc. Announces Signing of Refinancing Agreement With Alpha Bank S.A.
Globenewswire· 2025-07-24 14:07
ATHENS, Greece, July 24, 2025 (GLOBE NEWSWIRE) -- Performance Shipping Inc. (NASDAQ: PSHG), (“we” or the “Company”), a global shipping company specializing in the ownership of tanker vessels, today announced that it has signed an agreement for the refinancing of its existing loan facility with Alpha Bank S.A. (the “Facility”) through two separate wholly-owned subsidiaries of the Company. This facility refinances the full outstanding loan balance of US$29,750,000 previously secured by the M/T P. Long Beach a ...
AllianceBernstein L.P.(AB) - 2025 Q2 - Earnings Call Presentation
2025-07-24 14:00
Financial Performance - Record quarter-end AUM of $829 billion, with 17% in Private Wealth and 83% in Asset Management[5] - 2Q25 adjusted base management fees were up +6% y/y & down -2% q/q, compared to channel avg AUM levels up +8% y/y & down -1% q/q[18] - The firm's blended base fee rate was 38.7 bps in 2Q25, down -2% q/q & y/y, reflecting mix shift[7] - Adjusted operating margin was 32.3% in 2Q25, compared to 30.8% in 2Q24 and 33.7% in 1Q25[10,31] - AB Holding adjusted diluted net income per unit was $0.76 in 2Q25, compared to $0.71 in 2Q24 and $0.80 in 1Q25[10,31] Flows and AUM Composition - Active outflows of $4.8 billion in 2Q25, skewed in April, with demand rebounding in June and pipeline building[5] - Retail posted its first outflowing quarter as overseas demand steps back from turbulent macro[18] - Institutional channel saw positive active net flows in 2Q, >$300 million, driven by taxable FI and alts; outflows concentrated in equities, ~60% passive[25] - Private alts fundraising ~$0.6 billion in 2Q, broad-based across franchises[30] - Equitable ("EQH") AUM reached $137.8 billion in 2Q25, compared to $127.1 billion in 2Q24 and $132.1 billion in 1Q25[10] - Private Markets AUM* reached $77.1 billion in 2Q25, compared to $64.1 billion in 2Q24 and $75.3 billion in 1Q25[10] Strategic Initiatives and Outlook - The company is targeting $90-$100 billion AUM in Private Markets by 2027[9] - The company expects total FY25 performance fees of $110–$130 million, up from $90–105 million across private and public strategies[39,41] - The company is on track for 33% FY25 margins assuming flat markets[42]
CTS(CTS) - 2025 Q2 - Earnings Call Presentation
2025-07-24 14:00
CTS Corporation 2nd Quarter 2025 Earnings Call July 24, 2025 Cautionary Statement Regarding Forward-Looking Statements Readers are cautioned that the statements contained in this document regarding expectations of our performance or other matters that may affect our business, results of operations, or financial condition are, or may be deemed to be, "forward-looking statements" as defined by the "safe harbor" provisions in the Private Securities Litigation Reform Act of 1995. Such statements are made in rel ...
Kaiser Aluminum(KALU) - 2025 Q2 - Earnings Call Presentation
2025-07-24 14:00
Financial Performance Highlights - Second Quarter 2025 EBITDA was $68 million, with an EBITDA margin of 18.1%[18] - First Half 2025 EBITDA margin improved by 180 basis points year-over-year compared to First Half 2024[30] - Kaiser Aluminum is raising its full year 2025 EBITDA expectations, anticipating a 10% - 15% year-over-year increase[16, 18] End Market Analysis - Aero/HS shipments decreased by 4% from 2Q24 to 2Q25[22] - Aero/HS conversion revenue decreased by 5% from 2Q24 to 2Q25[24] - Packaging shipments increased by 3% from 2Q24 to 2Q25[22] - Packaging conversion revenue increased by 9% from 2Q24 to 2Q25[24] - General Engineering shipments increased by 5% from 2Q24 to 2Q25[22] - General Engineering conversion revenue increased by 3% from 2Q24 to 2Q25[24] - Automotive shipments decreased by 15% from 2Q24 to 2Q25[22] - Automotive conversion revenue decreased by 4% from 2Q24 to 2Q25[24] Outlook and Investments - Full run-rate for the Warrick roll coat line is expected in late 4Q 2025[18, 40] - Trentwood Phase VII is on track for completion in early 4Q 2025[18] - Kaiser Aluminum anticipates capital expenditures for FY 2025 to be in the range of $120 to $130 million[50] - Free Cash Flow for FY 2025 is expected to be in the range of $50 to $70 million[50]
Group 1 Automotive(GPI) - 2025 Q2 - Earnings Call Presentation
2025-07-24 14:00
Second Quarter 2025 Financial Results Investor Presentation July 24, 2025 Group 1 Automotive 2025 Forward looking statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements related to future, not past, events and are based on our current expectations and assumptions regarding our business, the economy and other future conditions. In this context, the forward-looking statements often include statements re ...