Energizer (ENR) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Jon Poldan - Vice President, Treasurer & Investor RelationsMark LaVigne - President and CEOJohn Drabik - Executive VP & CFOBill Chappell - Managing DirectorLauren Lieberman - Managing DirectorRobert Ottenstein - Senior Managing Director & head of the Global Beverages and Household Products TeamCarla Casella - Managing Director Conference Call Participants Peter Grom - Equity Research AnalystWilliam Reuter - AnalystAndrea Tei ...

Energizer (ENR) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Jon Poldan - Vice President, Treasurer & Investor RelationsMark LaVigne - President and CEOJohn Drabik - Executive VP & CFOBill Chappell - Managing DirectorLauren Lieberman - Managing DirectorRobert Ottenstein - Senior Managing Director & head of the Global Beverages and Household Products TeamCarla Casella - Managing Director Conference Call Participants Peter Grom - Equity Research AnalystWilliam Reuter - AnalystAndrea Tei ...

Energizer (ENR) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Energizer Holdings Inc. Second quarter two thousand twenty five results conference call. At this time, all lines are in listen only mode. And following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded on Tuesday, 05/06/2025. I would now like ...

Q2 Fiscal 2025 Earnings May 6, 2025 + This document contains both historical and forward-looking statements. Forward-looking statements are not based on historical facts but instead reflect our expectations, estimates or projections concerning future results or events, including, without limitation, the future sales, gross margins, costs, earnings, cash flows, tax rates and performance of the Company. These statements generally can be identified by the use of forward-looking words or phrases such as "believ ...

Net sales of $662.9 million driven by organic growth of 1.4%, offset by currency headwinds of 1.7%, resulting in the fourth consecutive quarter of organic revenue growth.1 Gross margin for the second quarter was 39.1% and 40.8% as adjusted, a 30 bps improvement over prior year Adjusted Gross margin.1 Delivered Net Earnings of $28.3 million, or $0.39 per share, Adjusted Earnings per share of $0.67 and Adjusted EBITDA of $140.3 million.1 The Company expects limited direct impact from tariffs to fiscal 2025 r ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 技术突破与创新 三星SDI在固态电池领域取得了重大突破，其研发的银 基固态电池（Silver-based Solid-State Battery）能量密度达到了900 Wh/L， 远超当前主流商用锂离子电池的600-700 Wh/L。 这一技术的核 心在于采用银-碳（Ag-C）复合负极材料，相比传统锂金属负极，它具有更高的化学稳定性和电子导电 性，能显著降低锂枝晶形成的风险，从而增强电池的循环寿命与安全性， 此外，三星还通过热等静压技术 改善电极和电解质之间的接触，进一步提升了电池的功率和循环寿命。 产业前景与应用 三星计划于2027年前正式实现银基固态电池的量产 ，并已向客户交付首批产品进行测试 。 这种电池的 高性能使其有望率先应用于高端豪华电动汽车， 例如丰田的雷克萨斯， 其9分钟超快充技术 和超过20年 的电池寿命 ，将极大地提升电动汽车的用户体验。 除了电动汽车，三星的银基固态电池技术未来还可能拓展至航空、储能和消费电子等高端领域， 。例如， 其小型化版本可用于可穿戴设备和其他需要灵活形状 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focused on the **China Energy and Batteries** sector, particularly the **Energy Storage Systems (ESS)** and **PetroChina** [1][3]. Core Insights and Arguments 1. **Improved Economics for ESS**: The economics of Energy Storage Systems are improving, with a new era of long-duration ESS anticipated. This is expected to enhance the attach rate and duration hours, making them more competitive with China's benchmark on-grid tariff [9][11]. 2. **Arbitrage Opportunities**: Renewable energy trading is creating arbitrage opportunities for ESS, particularly during periods of low solar and wind generation, which leads to spikes in power tariffs [15]. 3. **Battery Degradation Impact**: Battery degradation is a significant concern that could negatively affect the economics of ESS. Control over degradation is crucial for maintaining favorable economics [17][19]. 4. **Forecast for ESS Deployment**: The annual incremental deployment of ESS in China is projected to increase by **23% CAGR** from 2025 to 2030 [26]. 5. **PetroChina's Gas Business**: PetroChina is positioned as a low-cost gas producer, with upstream costs maintained between **Rmb0.7-0.9/cm** (approximately **US$3.1/mmbtu**). This cost structure supports its role as a price-setter in the gas market [35][36]. 6. **Gas Demand Growth**: China's gas demand is expected to grow at a **CAGR of 7-8%** heading into 2030, driven by mandatory peak carbon targets [36]. 7. **Gas Price Reform**: The gas pricing scheme for PetroChina includes significant price hikes of **18.5%** for residential and industrial users during peak seasons, with a shift towards more unregulated pricing [64]. 8. **Retail Engagement Strategy**: PetroChina aims to increase its retail exposure to **40%** by 2035, which is expected to enhance margins [61]. Additional Important Insights 1. **Deflationary Cycle for Gas Import Costs**: The cost of imported gas is entering a deflationary cycle, which is expected to benefit PetroChina's margins [40][43]. 2. **Sensitivity to Oil Prices**: PetroChina's earnings per share (EPS) and dividend per share (DPS) are highly sensitive to fluctuations in oil prices, with projections indicating varying yields based on different Brent price scenarios [53]. 3. **Battery Prices and Exports**: The conference also touched on trends in battery prices and exports, highlighting the competitive landscape for battery manufacturers in China [74][78]. This summary encapsulates the key points discussed during the conference call, providing insights into the current state and future outlook of the energy and battery sectors in China, particularly focusing on the dynamics of ESS and PetroChina's strategic positioning.

1 May 2025 | 10:37PM HKT China Export Tracker Number 2: What corporates are telling us (week of Apr 28, 2025) The China Export Tracker is a research product series put together by the GS China team, focusing on the changing dynamics of China exports to the US, amid the intensified uncertainty around export activity due to the US-China tariff escalation. In this tracker, we present our proprietary work across 48 corporates, with products representing nearly 70% of China export value by product group to the U ...

21世纪经济报道记者 杨坪 深圳报道 随着2024年年报正式收官，深市上市公司整体业绩揭晓。 2024年，深市上市公司合计实现营业收入20.82万亿元，"十四五"规划以来复合增长率达到8.55%；合计 实现净利润8064.47亿元。 1585家公司收入增长，占比55.30%；2064家公司实现盈利，占比72.02%；1345家公司净利润同比改 善，占比46.93%。 其中，实体类上市公司平均营业收入69.49亿元，"十四五"规划以来复合增长率达到9.48%；平均净利润 2.82亿元；平均EBITDA 8.10亿元，"十四五"规划以来复合增长率达到7.17%，展现出实体经济稳固 的"基本盘"。 龙头公司发挥"压舱石"作用 分板块来看，深市主板公司合计实现营业收入16.78万亿元，占深市上市公司80.64%；合计实现净利润 5989.59亿元，占深市上市公司74.27%。其中，32家主板公司营业收入超过千亿元。 创业板公司合计实现营业收入4.03万亿元；合计实现净利润2074.88亿元；36.31%的公司连续两年实现 收入正增长，19.54%的公司连续两年实现净利润正增长；31.10%的公司连续两年研发强度超5% ...

Enovix (ENVX) Q1 2025 Earnings Call April 30, 2025 05:00 PM ET Company Participants Robert Lahey - Head of Investor RealtionsRaj Talluri - President & CEORyan Benton - CFOMark Shooter - Sr. Associate - Energy & Sustainability Equity ResearchColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization ResearchAjay Marathe - COOBill Peterson - Equity Research Conference Call Participants George Gianarikas - Managing Director and Senior AnalystAnanda Baruah - Stock AnalystDerek Soderber ...