Financial Performance - Adjusted Net Investment Income (NII) for Q1 2025 was $0.32 per share, covering the dividend of $0.32 per share[14, 15] - Net Asset Value (NAV) as of March 31, 2025, was $12.45 per share, a decrease from $12.55 per share on December 31, 2024[14, 15] - The company permanently waived $1.5 million of incentive fees in connection with the dividend protection program[14] - The fair value of investments decreased to $3.0477 billion as of March 31, 2025, compared to $3.1045 billion as of December 31, 2024[16] Portfolio Composition and Risk - 96.5% of the portfolio is rated green on the company's heatmap, with no names rated red[14, 35] - The company's employees and senior advisors own approximately 13% of the company[14, 15] - Only <1% of the portfolio fair value is meaningfully exposed to global tariffs, compared to 13% on average amongst peers[25] - The company's portfolio consists of 93% first lien debt[65] Investment Activity - Gross originations for Q1 2025 were $120.8 million, while repayments totaled $160.4 million, resulting in net originations of -$39.5 million[16, 63] - The company repaid approximately $42 million, primarily from full redemption of UniTek's PIK 2nd Lien Term Loan and PIK Super Senior Preferred II[14] Leverage and Liquidity - Pro forma statutory debt to equity ratio is 1.09x as of March 31, 2025[15, 87]

Core Insights - FTI Consulting has appointed Scott Cockerham as Senior Managing Director in the Corporate Finance & Restructuring segment, focusing on the Power, Renewables & Energy Transition practice in Houston [1][2] Company Overview - FTI Consulting is a global expert firm specializing in crisis and transformation, with over 8,100 employees across 33 countries as of March 31, 2025 [4] - The company generated $3.70 billion in revenues during fiscal year 2024 [4] Leadership and Expertise - Scott Cockerham brings over 20 years of experience in business transformation, turnarounds, and restructurings, having held various leadership roles including CEO and CFO [2][3] - Cockerham's previous role was as Chief Financial Officer at Camin Cargo Control, and he co-led the restructuring energy team at a global consulting firm [3] Industry Context - The energy sector is facing unprecedented uncertainty due to macroeconomic trends and policy shifts, impacting business plans [3] - FTI Consulting aims to leverage Cockerham's expertise to assist clients in navigating challenges and creating value in the dynamic energy landscape [3][4]

GOLUB CAPITAL BDC, INC. EARNINGS PRESENTATION QUARTER ENDED MARCH 31, 2025 Confidential | for discussion purposes only Disclaimer Some of the statements in this presentation constitute forward-looking statements, which relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation involve risks and uncertainties, including statements as to: our future operating results; our business prospects and the prospects of our portfolio companie ...

Core Viewpoint - Bright Horizons Family Solutions (BFAM) reported quarterly earnings of $0.77 per share, exceeding the Zacks Consensus Estimate of $0.63 per share, and showing an increase from $0.51 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was 22.22%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Revenues for the quarter ended March 2025 were $665.53 million, surpassing the Zacks Consensus Estimate by 0.23%, and up from $622.71 million year-over-year [3] Stock Performance - Bright Horizons shares have increased approximately 15.6% since the beginning of the year, contrasting with a decline of 3.3% in the S&P 500 [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $714.34 million, and for the current fiscal year, it is $4.06 on revenues of $2.88 billion [8] - The estimate revisions trend for Bright Horizons is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Business - Services industry, to which Bright Horizons belongs, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Investor Presentation Quarter Ended March 31, 2025 May 6, 2025 NASDAQ: GECC Forward Looking Statement Statements in this communication that are not historical facts are "forward-looking" statements within the meaning of the federal securities laws. These statements include statements regarding our future business plans and expectations. These statements are often, but not always, made through the use of words or phrases such as "expect," "anticipate," "should," "will," "estimate," "designed," "seek," "conti ...

Core Viewpoint - Great Elm Capital Corp. reported strong financial results for Q1 2025, achieving record total investment income of $12.5 million, driven by cash flows from its CLO joint venture and new investments, with net investment income (NII) exceeding the increased quarterly distribution [3][5]. Financial Highlights - Total investment income for Q1 2025 was $12.5 million, or $1.08 per share, compared to $8.9 million in Q1 2024 [8][20]. - NII for Q1 2025 was $4.6 million, or $0.40 per share, up from $2.1 million, or $0.20 per share, in Q4 2024 [5][20]. - The company increased its quarterly distribution by 5.7% to $0.37 per share for Q1 2025, with a second quarter distribution of the same amount approved, equating to a 14.7% annualized yield based on the closing price of $10.09 on May 2, 2025 [5][10]. Portfolio and Investment Activity - As of March 31, 2025, GECC held total investments of $341.9 million at fair value, with a significant portion in corporate credit [5][19]. - The weighted average current yield on the debt portfolio was 12.3%, with floating rate instruments comprising approximately 73% of the fair market value of debt investments [6][11]. - During Q1 2025, GECC deployed approximately $37.4 million into 16 investments at a weighted average current yield of 15.1% [6]. Asset and Liability Overview - Net assets were $132.3 million, or $11.46 per share, as of March 31, 2025, down from $136.1 million, or $11.79 per share, at the end of Q4 2024 [5][19]. - Total debt outstanding was $207.4 million, with various senior notes and $12.0 million outstanding on a revolving line of credit [9][19]. Management Commentary - The CEO expressed optimism about the company's ability to cover distributions throughout 2025 and emphasized a focus on capital deployment into opportunities with compelling risk-adjusted returns [3].

Bunge Global SA (BG) is scheduled to report first-quarter 2025 results on May 7, before market open.The Zacks Consensus Estimate for BG’s first-quarter sales is pegged at $12.8 billion, indicating a 4.5% decline from the prior-year quarter’s reported figure.The consensus mark for earnings is pegged at $1.27 per share, indicating a year-over-year plunge of 58%. Earnings estimates have been unchanged in the past 30 days. Image Source: Zacks Investment ResearchBG’s Earnings Surprise HistoryBunge’s earnings hav ...

ISS’s and Glass Lewis’s Reports Reinforce That Tejon’s Existing Directors Are Best Positioned to Protect Shareholder Value  Company Launches VoteForTejon.com TEJON RANCH, Calif., May 05, 2025 (GLOBE NEWSWIRE) -- Tejon Ranch Co. (NYSE: TRC), (“Tejon” or the “Company”), a diversified real estate development and agribusiness company, today announced that Glass Lewis & Co. (“Glass Lewis”) has joined Institutional Shareholder Services (“ISS”) in recommending that shareholders vote “FOR” ONLY Tejon’s 10 highly-qu ...

Group 1 - The Cash Flow Kingdom Income Portfolio aims to achieve an overall yield in the range of 7% to 10% by combining various income streams for a steady payout [1] - Golub Capital BDC (GBDC) is highlighted as a high-quality business development company with a current regular dividend yield of 11% [1] - The portfolio's price may fluctuate, but the income stream remains consistent, indicating a focus on stability in income generation [1] Group 2 - The Cash Flow Club, where the author contributes, focuses on company cash flows and access to capital, providing features like a personal income portfolio targeting a yield of over 6% [1] - The community offers resources such as a "Best Opportunities" List and coverage of sectors including energy midstream, commercial mREITs, BDCs, and shipping [1]

Group 1 - The article presents a bullish perspective on investing in high-quality Business Development Companies (BDCs), highlighting their attractive double-digit yields and uncorrelated income streams [1] - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - Berzins has contributed to the institutionalization of the REIT framework in Latvia, aiming to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - The article mentions Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, indicating a strong background in investment analysis and sustainable investing [1] - His experience includes an internship at the Chicago Board of Trade, showcasing a diverse financial background despite residing in Latvia [1]