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Black Hills (BKH) Earnings Call Presentation
2025-07-02 11:28
Financial Performance & Growth - Black Hills Corp achieved a solid financial position with a long-term EPS growth target of 4% to 6% off the 2023 base of $3.75 per share[9] - The company targets a 55%-65% dividend payout ratio and has increased its annual dividend for 55 consecutive years[9] - The company is delivering on 2025 earnings guidance, which represents ~5% year-over-year growth, achieving 4%-6% CAGR off 2023 base[11] Capital Investment & Infrastructure - Black Hills Corp has a five-year capital forecast of $4.7 billion for 2025-2029, a 10% increase from the prior five-year plan[11] - The company's capital investment plan includes $2.4 billion for electric utilities and $2.1 billion for gas utilities[93] - The company is undertaking the Ready Wyoming Electric Transmission Initiative, a 260-mile expansion project costing $350 million[33] Data Center & Customer Growth - Black Hills Corp announced 1 GW of data center demand from existing customers, with ~500 MW in the current plan requiring minimal capital[11] - The company expects data center EPS contribution to more than double to 10%+ by 2028[17] - The company's customer count growth is more than double the population growth, with a customer count CAGR of 1.1% from 2019-2024[20, 23] Regulatory & Sustainability - The company is actively executing three to four rate reviews per year, including a filed rate review for Kansas Gas requesting recovery of $17.2 million[11, 18] - Black Hills Corp is committed to reducing GHG emissions intensity 40% by 2030 and 70% by 2040 for electric utilities (2005 baseline)[110] - The company targets Net Zero GHG emissions by 2035 for the natural gas distribution system[110]
American Water Works pany(AWK) - 2014 Q4 - Earnings Call Presentation
2025-06-26 12:45
NYSE: AWK 2014 Year-end Earnings Conference Call February 25, 2015 NYSE: AWK Ed Vallejo Vice President of Investor Relations Cautionary Statement Concerning Forward-Looking Statements Certain statements in this presentation including, without limitation, timing of the Orlando home warranty protection program launch, 2015 earnings guidance and estimated revenues from rate cases and other government agency authorizations, are forward-looking statements within the meaning of the safe harbor provisions of the P ...
American Water Works pany(AWK) - 2015 Q4 - Earnings Call Presentation
2025-06-26 12:43
2015 Fourth Quarter Earnings Conference Call February 25, 2016 1 Greg Panagos Vice President of Investor Relations 2 Susan Story President and Chief Executive Officer Walter Lynch Chief Operating Officer Forward-Looking Statements Certain statements in this presentation including, without limitation, 2015 earnings guidance, the outcome of pending acquisition activity, the amount of future capital investments, and estimated revenues from rate cases and other government agency authorizations, are forward-look ...
After Plummeting 40%, Where Will UnitedHealth Group Stock Be in 1 Year? Here Is What History Suggests.
The Motley Fool· 2025-06-18 01:00
Let's explore what's going on at UnitedHealth right now and dig into the details on what's driving investors to run for the hills. From there, I'll draw some parallels from other businesses that remind me of UnitedHealth's current situation to help asses where the stock could be one year from now. Shares of UnitedHealth Group have sold off considerably this year, as bad news surrounding the company continues to pile up. UnitedHealth Group (UNH 0.39%) has been one of the more interesting case studies in the ...
Inside information, negative profit warning - Oma Savings Bank Plc lowers its earnings guidance for 2025
Globenewswire· 2025-06-15 18:55
Core Viewpoint - Oma Savings Bank Plc has lowered its earnings guidance for 2025 due to high cost levels, increased credit loss provisions, and slower-than-expected growth in fee and commission income [1][3][6] Financial Outlook - The estimated comparable profit before taxes for 2025 is projected to be between EUR 50-65 million, a decrease from EUR 86.7 million in 2024 [1][3][6] - The company's earnings guidance reflects the current market conditions and business situation, with management's insights influencing the forecasts [3][5] Cost Factors - High costs are attributed to investments in risk management, quality processes, IT improvements, and increased headcount [1][2][4] - The decline in market interest rates is also impacting the business outlook for 2025 [2][4] Business Strategy - OmaSp continues to invest in enhancing customer experience across various channels [2][4] - The bank focuses on retail banking operations and offers a wide range of banking services, including credit, investment, and loan insurance products [8] Operational Insights - OmaSp operates 48 branch offices and provides services to over 200,000 customers, emphasizing personal service and accessibility [8][9] - The company aims to develop operations and services in a customer-oriented manner, with a committed workforce that includes employee shareholders [9]
Why ABM Industries Stock Is Down Today
The Motley Fool· 2025-06-06 17:45
Core Insights - ABM Industries largely met Wall Street expectations for the quarter, but rising costs and full-year guidance imply potential risks of weakness compared to estimates [1] - Investors reacted defensively, leading to a 13% decline in ABM shares [1] Financial Performance - ABM reported earnings of $0.86 per share for the fiscal second quarter ending April 30, which was a penny shy of expectations, with revenue in line at $2.1 billion [3] - The quarter marked a return to organic revenue growth, driven by strength in the prime commercial office market, with revenue growth of 3.4% compared to a 3% rise in operating expenses and a 9% rise in selling, general, and administrative expenses [4] Market Outlook - The company secured $1.1 billion in new bookings in the first half of its fiscal year, reflecting an 11% increase [4] - CEO Scott Salmirs expressed a constructive outlook for core markets, particularly high-quality office buildings, manufacturing and distribution facilities, commercial aviation, and microgrids [5] - Projects delayed in the second quarter are expected to be realized in the third quarter [5] Investor Sentiment - Investors were looking for more acceleration than what ABM delivered, and given broader macro uncertainty, there appears to be more downside risk than upside in the coming months [6] - Concerns include potential slowdowns in manufacturing or layoffs affecting office building occupancy, which could negatively impact results [6]
Why Analyst Sees Attractive Valuation For Calvin Klein Parent PVH Despite 'Noisy' Q1
Benzinga· 2025-06-05 19:01
Calvin Klein and Tommy Hilfiger parent PVH Corp. PVH shares are trading lower after the company cut its FY25 guidance below estimates and issued second-quarter adjusted EPS guidance below estimates.On Wednesday, PVH reported quarterly earnings of $2.30 per share, which beat the analyst consensus estimate of $2.25. Quarterly revenue of $1.98 billion beat the Street estimate of $1.93 billion.The company cut its fiscal 2026 adjusted EPS guidance from a range of $12.40 to $12.75 to a new range of $10.75 to $11, ...
These Analysts Increase Their Forecasts On Dollar General After Better-Than-Expected Q1 Earnings
Benzinga· 2025-06-04 17:51
Core Insights - Dollar General Corporation reported better-than-expected first-quarter earnings and raised its full-year outlook [1][2] - Quarterly net sales increased by 5.3% to $10.44 billion, slightly missing the consensus of $10.64 billion [1] - Net income rose by 7.9% to $391.9 million, with earnings per share (EPS) of $1.78, surpassing the consensus of $1.58 [1][2] Financial Performance - The company updated its fiscal year 2025 sales growth expectation to approximately 3.7% to 4.7%, up from the previous expectation of 3.4% to 4.4% [2] - Earnings guidance was revised from $5.10-$5.80 per share to $5.20-$5.80, compared to the consensus of $5.62 [3] Analyst Ratings and Price Targets - Telsey Advisory Group raised the price target from $100 to $120 while maintaining a Market Perform rating [5] - Barclays maintained an Overweight rating and raised the price target from $100 to $119 [5] - B of A Securities raised the price target from $115 to $135 while maintaining a Buy rating [5] - Wells Fargo raised the price target from $80 to $105 with an Equal-Weight rating [5] - UBS raised the price target from $120 to $128 while maintaining a Buy rating [5] - JP Morgan raised the price target from $88 to $95 while maintaining a Neutral rating [5] - Morgan Stanley raised the price target from $85 to $115 with an Equal-Weight rating [5] - Truist Securities raised the price target from $93 to $112 while maintaining a Hold rating [5] - Raymond James raised the price target from $100 to $125 with an Outperform rating [5] - Citigroup raised the price target from $101 to $112 while maintaining a Neutral rating [5]
Black Hills Corp. Reaffirms 2025 Earnings Guidance and Reports 2025 First-Quarter Results
Globenewswire· 2025-05-07 22:32
Reaffirms 2025 earnings guidance range of $4.00 to $4.20 per share with strong confidence in 4-6% EPS growth rate outlookObtained all rights-of-way for 260-mile electric transmission expansion in Wyoming that will provide long-term cost stability for customers and enable growthServed new all-time peak load at Wyoming Electric, reflecting an increase of nearly 10% over 2024, driven by data center and blockchain growthSeeking $35 million of new annual revenues in Nebraska to continue providing reliable servic ...
BorgWarner Q1 Earnings Surpass Expectations, Guidance Revised
ZACKS· 2025-05-07 14:10
BorgWarner (BWA) reported adjusted earnings of $1.11 per share for the first quarter of 2025, which surpassed the Zacks Consensus Estimate of 98 cents and increased from $1.03 recorded in the prior-year quarter. Better-than-expected adjusted operating income from the Turbos & Thermal Technologies unit drove the outperformance.The automotive equipment supplier reported net sales of $3.52 billion, which topped the Zacks Consensus Estimate of $3.39 billion. The top line, however, declined 2% year over year.BWA ...