HF Foods Group (HFFG) Q2 2025 Earnings Call August 11, 2025 04:30 PM ET Speaker0Ladies and gentlemen, greetings and welcome to the HF Foods Group Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, John DiDominico, Vice President, Investor Relations.Please go ahead.Speaker1Hello, everyone. W ...

Victory Capital (VCTR) Q2 2025 Earnings Call August 08, 2025 08:00 AM ET Speaker0Good morning, and welcome to the Victory Capital Second Quarter twenty twenty five Earnings Conference Call. All callers are in a listen only mode. Following the company's prepared remarks, there will be a question and answer session. I will now turn the call over to Mr. Matthew Dennis, Chief of Staff and Director of Investor Relations.Please go ahead, Mr. Dennis.Speaker1Thank you. Before I turn the call over to David Brown, I ...

Transcat (TRNS) Q1 2026 Earnings Call August 07, 2025 11:00 AM ET Speaker0Greetings, and welcome to the Transcat Incorporated First Quarter Fiscal Year twenty twenty six Financial Results Call. As a reminder, this conference call is being recorded. It is now my pleasure to introduce your host, John Howe, Senior Director of Financial Planning and Analysis.Thank you. John, you may begin.Speaker1Thank you, operator, and good morning, everyone. We appreciate your time and your interest in Transcat. With me here ...

Construction Partners (ROAD) Q3 2025 Earnings Call August 07, 2025 10:00 AM ET Speaker0Greetings, and welcome to the Construction Partners Third Quarter Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Rick Black, Investor Relations.Please go ahead.Speaker1Thank you, operator, and good morning, everyone. We appreciate you j ...

FY2025 Second Quarter Earnings Three Months Ended 3.31.25 May 8, 2025 CONFIDENTIAL & PROPRIETARY © Copyright 2025 DLH Holdings Corp. All Rights Reserved. 1 Call Participants Zach Parker President and Chief Executive Officer Kathryn JohnBull Chief Financial Officer 2 CONFIDENTIAL & PROPRIETARY © Copyright 2025 DLH Holdings Corp. All Rights Reserved. Forward-Looking Statements "Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995: This press release may contain forward-looking sta ...

Montrose Environmental Group (MEG) Q2 2025 Earnings Call August 07, 2025 08:30 AM ET Speaker0Thank you. I would now like to turn the call over to Adrienne Griffin, Senior Vice President of Investor Relations. Please go ahead.Speaker1Thank you, operator. Welcome to our second quarter twenty twenty five earnings call. Joining me today are Vijay Mantrupagata, our President and Chief Executive Officer and Alan Dix, our Chief Financial Officer. During our prepared remarks today, we will refer to our earnings pre ...

Energy Transfer (ET) Q2 2025 Earnings Call August 06, 2025 04:30 PM ET Speaker0Good afternoon, and welcome to the Energy Transfer Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. You may signal an operator by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your telephone keypad.Please note this event is being recorded. I woul ...

SUPERIOR GROUP OF COMP INVESTOR PRESENTATION August 2025 HEALTHCARE APPAREL Kale& Avocados& Blueberries& Chocolate& instacart Family. Safe Harbor Statement This presentation may contain forward-looking statements about Superior Group of Companies within the meaning of the Securities Act of 1933, the Securities Exchange Act of 1934, the Private Securities Litigation Reform Act of 1995 and all rules and regulations issued there under. Such statements are based upon management's current expectations, projectio ...

RT Kadense Pengu°❗️❗️❗️ (@iamkadense)Building organic communities is not a sprint, it's a marathon and $BONK has and will be in it for the long termYou don't get to the largest community on Solana with ~1M holders with short term gamesWe keep hustling hard daily. Jobs not finished ...

Financial Data and Key Metrics Changes - Viper Energy reported strong oil production growth in Q2 2025 despite oil price volatility, with a focus on organic growth from Diamondback [5][6] - The company plans to return $0.56 per share to stockholders this quarter, representing 75% of cash available for distribution [7] - The pro forma net debt target is set at $1.5 billion, which represents approximately one turn of leverage at $50 WTI [7][8] Business Line Data and Key Metrics Changes - The expected year-over-year growth in Diamondback operated net oil production is over 15% [6] - Full year 2026 average production is anticipated to increase by a mid-single digit percentage from Q4 2025 production levels [7] Market Data and Key Metrics Changes - The company is experiencing increased activity from third-party operators, primarily large-cap companies like Exxon, Oxy, EOG, and Conoco, which is expected to remain consistent [18][19] - Current activity levels suggest potential upside to the mid-single digit growth outlook for 2026, driven by Diamondback operations [20] Company Strategy and Development Direction - Viper Energy is focused on maintaining a strong relationship with Diamondback, which is seen as a competitive advantage [9] - The company is pursuing organic growth while also considering accretive acquisitions, such as the SITIO royalties acquisition [6][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the organic growth trajectory continuing into 2026 at current prices [6] - The company aims to balance free cash generation with potential non-core asset sales to reach the net debt target [13][14] Other Important Information - The SITIO acquisition is expected to close shortly after the shareholder meeting on August 18, which will enhance Viper's production profile over the next decade [6] - The company emphasizes a commitment to returning excess cash to shareholders once the net debt target is achieved [8] Q&A Session Summary Question: Flexibility towards the $1.5 billion net debt target - Management indicated that the business can generate significant free cash flow, allowing for a mix of non-core asset sales and free cash generation to reach the target [12][13] Question: Mix of buybacks versus variable dividends - Management noted that they prefer to be a distribution vehicle but may lean towards buybacks given the current stock valuation [15] Question: Sustainability of third-party operator activities - Management highlighted that large-cap operators are expected to maintain their development plans, benefiting Viper's production [18][19] Question: Evaluation of non-core assets in the CTO portfolio - Management stated they will be patient with larger positions and may consider selling non-core assets when market conditions are favorable [24] Question: Strategy regarding dividends and buybacks post-acquisition - Management suggested that the board may consider increasing the base dividend in the next quarter, depending on free cash flow growth [49] Question: Availability of M&A opportunities - Management indicated a cautious approach to M&A, focusing on ensuring the success of recent acquisitions before pursuing new deals [52]