Parker(PH) - 2026 Q1 - Earnings Call Presentation
2025-11-06 16:00
Financial Performance - Q1 FY26 - Sales reached $5.1 billion, with organic growth of 5%[6,7] - Adjusted Earnings Per Share (EPS) hit a record $7.22[7] - Cash from Operating Activities reached a record $782 million[7] - Adjusted Segment Operating Margin was 27.4%, an increase of 170 bps year-over-year[6,21] - Adjusted EBITDA Margin was 27.3%, an increase of 240 bps year-over-year[6,21] - Free Cash Flow was $693 million, a 7% increase[6,28] FY26 Guidance Update - Organic Sales Growth guidance increased from 3% to 4%[32] - Reported Sales Growth guidance updated to 4%-7%[33] - Adjusted EPS guidance raised to $29.60-$30.40[33] - Free Cash Flow guidance updated to $3.1 billion - $3.5 billion[33] Segment Performance - Q1 FY26 - North America Businesses sales were $2.044 billion with 2% organic growth and adjusted segment operating margin of 27%[25] - International Businesses sales were $1.399 billion with 1% organic growth and adjusted segment operating margin of 25%[25] - Aerospace Systems sales were $1.641 billion with 13% organic growth and adjusted segment operating margin of 30%[25]
REPX(REPX) - 2025 Q3 - Earnings Call Transcript
2025-11-06 16:00
Riley Exploration Permian (NYSEAM:REPX) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker1Ladies and gentlemen, thank you for standing by. Hello, my name is Dustin, and I will be your conference operator today. At this time, I would like to welcome you to Riley Exploration Permian's third quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you'd like to ask a question ...
Osisko Gold Royalties(OR) - 2025 Q3 - Earnings Call Transcript
2025-11-06 16:00
OR Royalties (NYSE:OR) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker0Good morning, ladies and gentlemen, and welcome to the OR Royalties Q3 2025 Results Conference call. After the presentation, we will conduct a question-and-answer session. If you would like to ask a question, please press star followed by the number one on your telephone keypad. Please note that this call is being recorded today, November 6, 2025, at 10:00 A.M. Eastern Time. I would now like to turn the meeting over to our ho ...
UWM (UWMC) - 2025 Q3 - Earnings Call Transcript
2025-11-06 16:00
UWM (NYSE:UWMC) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker2Good morning. My name is Aaron, and I'll be your conference operator for today. At this time, I'd like to welcome everyone to the UWM Holdings Corporation Third Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session, and if you would like to ask a question during that time, simply press star followed by the nu ...
Crane NXT(CXT) - 2025 Q3 - Earnings Call Transcript
2025-11-06 16:00
Crane NXT (NYSE:CXT) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker2Good day and thank you for standing by. Welcome to the Crane NXT third quarter 2025 earnings conference call. At this time, all participants are in a listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, ...
Ingevity(NGVT) - 2025 Q3 - Earnings Call Transcript
2025-11-06 16:00
Ingevity (NYSE:NGVT) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker7Hello and welcome to today's Ingevity Q3 2025 earnings call and webcast. My name is Bailey, and I will be your moderator for today. All lines will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end. If you would like to ask a question, please press star followed by one on your telephone keypad. I'd now like to pass the conference over to John Nypaver, so please go ahea ...
Thermon(THR) - 2026 Q2 - Earnings Call Presentation
2025-11-06 16:00
THERMON GROUP HOLDINGS, INC. EARNINGS PRESENTATION FIRST QUARTER FISCAL YEAR 2025 AUGUST 7, 2024 Q1 FY2025 Earnings | 1 Cautionary Note Regarding Forward-looking Statements This presentation includes forward-looking statements within the meaning of the U.S. federal securities laws in addition to historical information. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without lim ...
American Superconductor (AMSC) - 2026 Q2 - Earnings Call Transcript
2025-11-06 16:00
American Superconductor (NasdaqGS:AMSC) Q2 2026 Earnings Call November 06, 2025 10:00 AM ET Speaker0Good morning and welcome to the AMSC Second Quarter Fiscal 2025 Financial Results Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's remarks, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touch-tone phone. To withdraw your question, ...
BGC(BGC) - 2025 Q3 - Earnings Call Transcript
2025-11-06 16:00
BGC Group (NasdaqGS:BGC) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker0As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jason Chryssicas, Head of Investor Relations. Thank you, sir. You may begin.Speaker6Thank you. Hello, everyone. This morning, we issued BGC's third quarter 2025 financial results, which can be found at ir.bgcg.com. Any historical results provided on today's call compare only the third quarter of 2025 with the prior year periods, ...
Global Net Lease(GNL) - 2025 Q3 - Earnings Call Presentation
2025-11-06 16:00
Financial Performance & Strategic Initiatives - GNL's corporate credit rating was upgraded to investment-grade BBB- from BB+ by Fitch, driven by the successful completion of strategic initiatives[8] - GNL reduced net debt by $2.0 billion since Q3 2024 through its strategic disposition plan[9] - Q3 2025 AFFO per share was $0.24, supporting an increase in full-year 2025 AFFO per share guidance to $0.95 – $0.97[9] - GNL achieved a 26.4% renewal leasing spread in Q3 2025[10] - GNL successfully refinanced its Revolving Credit Facility for $1.8 billion, reducing interest rate spread by 35 basis points and boosting liquidity to over $1.0 billion[14] Portfolio Overview - GNL's portfolio consists of 852 properties with 43 million square feet and 97% occupancy[16] - The weighted average remaining lease term is 6.2 years, and 87% of leases have contractual rent increases[16] - 60% of GNL's tenants are investment grade[16] - The real estate portfolio is diversified across Industrial & Distribution (48%), Office (26%), and Retail (26%) sectors[16] - The geographic distribution of the portfolio is 70% in the U S / Canada and 30% in Europe[16]