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NGL Energy Partners LP(NGL) - 2025 Q3 - Earnings Call Presentation
2025-02-10 22:07
▪ Provides water transportation, treating, recycling, and handling services for upstream customers ▪ Largest integrated water solutions network of injection wells and large diameter pipe in the Delaware Basin ▪ Predictable cash flows supported by long-term fixed fee contracts, acreage dedications and minimum volume commitments Investor Presentation February 2025 NYSE: NGL Company Overview Water Solutions Crude Oil Logistics ▪ Purchases crude oil from producers and marketers for sale at multiple refineries a ...
Amkor Technology(AMKR) - 2024 Q4 - Earnings Call Presentation
2025-02-10 21:51
Amkor Technology, Inc. February 10, 2025 © 2025 Amkor Technology, Inc. 1 Presenter Introductions Giel Rutten President and Chief Executive Officer Megan Faust Executive Vice President and Chief Financial Officer © 2025 Amkor Technology, Inc. 2 Jennifer Jue Vice President, Investor Relations Disclaimer Non-GAAP Measures This presentation contains certain measures that are not defined terms under U.S. generally accepted accounting principles ("GAAP"). These non-GAAP measures should not be considered in isolat ...
Tower Semiconductor(TSEM) - 2024 Q4 - Earnings Call Presentation
2025-02-10 21:05
Fourth Quarter and Fiscal Year 2024 Financial Results Conference Call Supporting Slides February 10, 2025 Safe Harbor This presentation contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and beliefs and are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those described in the forward ...
Edgewell Personal Care(EPC) - 2025 Q1 - Earnings Call Transcript
2025-02-10 20:05
Edgewell Personal Care Company (NYSE:EPC) Q1 2025 Earnings Conference Call February 10, 2025 8:00 AM ET Company Participants Chris Gough - Vice President, Investor Relations Rod Little - President & Chief Executive Officer Dan Sullivan - Chief Operating Officer Fran Weissman - Chief Financial Officer Conference Call Participants Kate Grafstein - Barclays Chris Carey - Wells Fargo Securities Olivia Tong - Raymond James Peter Grom - UBS Dara Mohsenian - Morgan Stanley Susan Anderson - Canaccord Genuity Operat ...
Motorcar Parts of America(MPAA) - 2025 Q3 - Earnings Call Presentation
2025-02-10 19:56
Motorcar Parts of America -- February 2025 "The Global Leader for Parts and Solutions That Move Our World Today and Tomorrow" Safe Harbor Statement 1 This presentation and any question-and-answer period or other communications afterwards may contain forward-looking statements with respect to the financial condition, results of operation and business of the company made pursuant to the safe harbor provisions of the Private Securities Litigation Act of 1995. These forward-looking statements involve significan ...
GCM Grosvenor(GCMG) - 2024 Q4 - Earnings Call Transcript
2025-02-10 18:27
GCM Grosvenor Inc. (NASDAQ:GCMG) Q4 2024 Earnings Conference Call February 10, 2025 8:00 AM ET Company Participants Michael Sacks - Chairman and CEO Jon Levin - President Pam Bentley - CFO Stacie Selinger - Head of IR Conference Call Participants Crispin Love - Piper Sandler Ken Worthington - J.P. Morgan Chris Kotowski - Oppenheimer Bill Katz - TD Cowen Operator Good day, and welcome to the GCM Grosvenor 2024 fourth quarter and full year results call. Later, we will conduct a question and answer session. If ...
ON Semiconductor(ON) - 2024 Q4 - Earnings Call Transcript
2025-02-10 17:54
Financial Data and Key Metrics Changes - For the full year 2024, the company reported a non-GAAP gross margin of 45.5% against revenue of $7.1 billion, with fourth-quarter revenue of $1.72 billion and a non-GAAP gross margin of 45.3% [10][26][35] - Non-GAAP earnings per share for Q4 was $0.95, down from $1.25 in Q4 2023 [37] - Free cash flow for the full year was nearly $1.2 billion, with Q4 free cash flow increasing 39% sequentially to $422 million [26][31] Business Line Data and Key Metrics Changes - Automotive revenue increased 8% sequentially to $1.03 billion, driven by growth in China [10][32] - Industrial revenue decreased 5% sequentially to $417 million, with weakness in traditional segments [15][32] - Revenue for the Power Solutions Group was $809 million, down 2% quarter over quarter, while the Analog and Mixed Signal Group revenue was $611 million, down 7% [34] Market Data and Key Metrics Changes - Regional revenue declined sequentially except for North America, which remained flat, while Japan saw the sharpest decline [11] - In Europe, EV demand weakened in Q4, with new vehicle registrations dropping 10% month over month in December [15] - The company noted ongoing inventory digestion across key end markets, impacting demand [11][14] Company Strategy and Development Direction - The company is focused on intelligent power and sensing technologies, with investments in high-growth megatrends such as automotive, industrial, and AI data centers [9] - The acquisition of Corbus Silicon Carbide junction field-effect transistor business aims to enhance the company's silicon carbide offerings [19] - The company plans to rationalize its manufacturing footprint and reduce excess capacity through its Fabrite strategy [28] Management's Comments on Operating Environment and Future Outlook - Management expressed concerns about demand volatility due to geopolitical uncertainties and inventory digestion across key markets [11][14] - The company anticipates a challenging first quarter in 2025, with automotive revenue expected to decline by 25% sequentially [58] - Management remains committed to long-term strategic goals despite current market conditions, focusing on operational excellence and innovation [21][24] Other Important Information - The company expects Q1 revenue to be in the range of $1.35 billion to $1.45 billion, with non-GAAP gross margin anticipated between 39% and 41% [41][42] - Capital expenditures for Q1 are expected to be between $110 million and $150 million [45] Q&A Session Summary Question: What is the impact of the current demand drop on ON Semiconductor's specific business? - Management indicated that the significant drop is largely due to the non-core business, which has seen the largest decline, and they will exit this volatile market over time [50][51] Question: What are the expectations for automotive and industrial segment trends in Q1? - Automotive is expected to decline by approximately 25%, while industrial is anticipated to decrease in the mid to high single digits [58] Question: How does the company view the long-term growth in silicon carbide? - Management remains committed to leading the silicon carbide market and aims to maintain high profitability despite short-term volatility [87] Question: What is the company's strategy regarding pricing trends for core products? - Management noted that annual price negotiations have not led to significant price reductions, as they focus on internal efficiencies rather than simply adjusting prices [126][128] Question: How is the company managing inventory levels amid current demand fluctuations? - The company is maintaining discipline in inventory management, ensuring that internal inventory levels remain consistent and not inflated by excess stock [159][160]
Hain Celestial(HAIN) - 2025 Q2 - Earnings Call Transcript
2025-02-10 17:44
The Hain Celestial Group, Inc. (NASDAQ:HAIN) Q2 2025 Earnings Conference Call February 10, 2025 8:00 AM ET Company Participants Alexis Tessier - VP, IR Wendy Davidson - President & CEO Lee Boyce - CFO Conference Call Participants James Salera - Stephens Andrew Lazar - Barclays Kaumil Gajrawala - Jefferies Matthew Smith - Stifel Michael Lavery - Piper Sandler Alexia Howard - Bernstein Andrew Wolf - CLK Jon Andersen - William Blair John Baumgartner - Mizuho Securities Anthony Vendetti - Maxim Group Operator G ...
Roivant Sciences(ROIV) - 2024 Q3 - Earnings Call Presentation
2025-02-10 17:33
Financial Results and Business Update for the Quarter Ended December 31, 2024 February 10, 2025 Forward-Looking Statements This presentation includes forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial positio ...
Roivant Sciences(ROIV) - 2024 Q3 - Earnings Call Transcript
2025-02-10 17:32
Roivant Sciences Ltd. (NASDAQ:ROIV) Q3 2024 Earnings Conference Call February 10, 2025 8:00 AM ET Company Participants Stephanie Lee - IR Matt Gline - CEO Conference Call Participants David Risinger - Leerink Partners Dennis Ding - Jefferies Yaron Werber - TD Cowen Brian Cheng - JPMorgan Yatin Suneja - Guggenheim Securities Douglas Tsao - H.C. Wainwright Operator Ladies and gentlemen, thank you for standing by. Welcome to a Roivant Sciences Ltd. second quarter 2024 earnings call. At this time, all participa ...