Power Generation

Search documents
Generac (GNRC) - 2024 Q1 - Earnings Call Presentation
2025-06-24 09:49
GENERAC INVESTOR PRESENTATION May 2024 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. GENERAC INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann SENIOR MANAGER – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 Any such forward-looking statements are not guarantees of performance or results, and involve risks, uncertainties (some of which are beyond the Company's control) ...
Generac (GNRC) - 2024 Q2 - Earnings Call Presentation
2025-06-24 09:48
GENERAC INVESTOR PRESENTATION August 2024 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. GENERAC YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann SENIOR MANAGER – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 GENERAC Forward Looking Statements INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO Certain statements contained in this presentation, as well as other information provided from time to time by Generac Holdings ...
Generac (GNRC) - 2024 Q3 - Earnings Call Presentation
2025-06-24 09:48
INVESTOR PRESENTATION November 2024 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann DIRECTOR CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 Forward Looking Statements materialized and may cause actual results to vary from these forward-looking statements. A detailed discussion ofthese and other factors that may affect fut ...
Generac (GNRC) - 2023 Q4 - Earnings Call Presentation
2025-06-24 09:44
GENERAC INVESTOR PRESENTATION February 2024 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. GENERAC INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann SENIOR MANAGER – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 GENERAC Forward Looking Statements Certain statements contained in this presentation, as well as other information provided from time to time by Generac Holdin ...
Can Caterpillar's E&T Segment Continue to be Its Saving Grace?
ZACKS· 2025-06-23 15:46
Core Insights - Caterpillar Inc. is increasingly depending on its Energy & Transportation (E&T) segment to mitigate the effects of ongoing weakness in its Construction Industries and Resource Industries segments [1] Group 1: E&T Segment Performance - The E&T segment generated $28.8 billion in revenues in 2024, representing 47% of Caterpillar's total revenues, with a compound annual growth rate (CAGR) of 12.5% from 2021 to 2024 [2][12] - Operating margins for the E&T segment have improved from 18.7% in Q3 2022 to 24.3% in Q1 2025, helping to offset declines in the other segments [3][12] - Projections indicate that the E&T segment's operating margin will reach 24.8% in 2025, with operating profit expected to be $6.02 billion, a 5.1% increase year-over-year [4] Group 2: Future Growth Expectations - E&T segment sales are forecasted to grow by 1% to $29.2 billion in 2025, while the Construction Industries and Resource Industries segments are expected to decline by 6.4% and 3.7%, respectively [5] - Over the 2024–2027 period, the E&T segment is anticipated to grow at a CAGR of 2.5%, outperforming the Construction Industries' projected 0.6% and Resource Industries' 2.1% growth [5] Group 3: Market Drivers - Key growth drivers for the E&T segment include sustainability initiatives in the Oil and Gas sector, which accounts for 29% of segment sales, and increasing demand from data centers supporting generative AI, which is expected to boost Power Generation sales (32% of segment sales) [6] - The transportation sector is also expected to see sales improvements due to increased rail services, while growth in marine and industrial sectors will further enhance the segment's performance [7] Group 4: Competitive Landscape - Caterpillar's E&T segment competes with Cummins Inc.'s Power Systems segment and GE Vernova Inc.'s Power segment [8] - Cummins' Power Systems segment contributed 16% of its total sales in 2024, with a 13% increase to $6.4 billion year-over-year [9] - GE Vernova's Power segment generated $18 billion in fiscal 2024, marking a 4% increase year-over-year, with expectations for mid-single-digit organic revenue growth in 2025 [10][11]
Edf: EDF announces the signature of an agreement with Apollo for the issue of up to £4.5 billion of unlisted bonds
Globenewswire· 2025-06-20 16:00
EDF announces the signature of an agreement with Apollo for the issue of up to £4.5 billion of unlisted bonds EDF (BBB positive S&P / Baa1 stable Moody's / BBB+ negative Fitch) announces that it has signed an agreement with Apollo to issue up to £4.5 billion aggregated nominal amount of bonds by way of unlisted private placement under its EMTN programme. The bond would be issued in three tranches, each with a maximum maturity of twelve years. The first tranche, for a total nominal amount of £1.5 billion, wi ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Hallador Energy Company - HNRG
GlobeNewswire News Room· 2025-06-18 16:00
NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Hallador Energy Company (“Hallador” or the “Company”) (NASDAQ: HNRG). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Hallador and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On May ...
NuScale Power's SMR Tech Gains Traction: Will It Boost Revenue?
ZACKS· 2025-06-17 15:35
Core Insights - NuScale Power is positioned as a key player in sustainable, carbon-free energy through advancements in Small Modular Reactor (SMR) technology [1] - The company is experiencing strong momentum due to rising energy demands, particularly from sectors like data centers [2] - Data centers are projected to triple their energy usage in the next three years, representing 12% of U.S. electricity consumption by 2028, creating significant opportunities for NuScale Power [3] - Major technology companies such as Meta Platforms, Microsoft, Alphabet, and Oracle are committing to nuclear energy, enhancing NuScale Power's market positioning [4] - NuScale Power is making progress in the manufacturing and commercialization of its SMR technology with key partners [5] Competitive Landscape - NuScale Power faces competition from companies like Oklo and BWX Technologies in the small modular reactor sector [6] - Oklo has partnered with Korea Hydro & Nuclear Power to advance its nuclear technology, strengthening its market position [7] - BWX Technologies has secured significant manufacturing contracts for nuclear energy projects, enhancing its competitive stance [8] Financial Performance - SMR shares have increased by 137% year-to-date, outperforming the Zacks Computer & Technology sector and the Zacks Electronics-Power Generation industry [9] - SMR is trading at a premium with a forward 12-month Price/Sales ratio of 119.98X compared to the sector's 6.33X, indicating a high valuation [13] - The Zacks Consensus Estimate for SMR's loss in 2025 is 42 cents per share, which has widened recently [15]
NPWR Investors Have Final Opportunity to Lead NET Power Inc. Securities Fraud Lawsuit with the Schall Law Firm
Prnewswire· 2025-06-16 13:08
LOS ANGELES, June 16, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against NET Power Inc. ("Net Power" or "the Company") (NYSE: NPWR) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.Investors who purchased the Company's securities between June 9, 2023 and March 7, 2025, inclusive (the "Class Period"), are encou ...
摩根士丹利:美国人工智能算力_对我们报告的反馈
摩根· 2025-06-16 03:16
June 12, 2025 04:51 AM GMT Future of Energy Powering AI in the US: Feedback on Our Note M Interest in our recent US Powering AI note has been high. In this short note, we discuss investor questions, and provide more detail on a few key dynamics we discussed in the note. Key Takeaways Interest in our recent US Powering AI note has Robert.Pulleyn@morganstanley.com +44 20 7425-4388 been extremely high. In this brief note, we assess investor feedback/pushback and provide more detail on a few dynamics we discuss ...