TopBuild (NYSE:BLD) 2025 Earnings Call Presentation
2025-12-09 13:00
Company Overview and Strategy - TopBuild has a market capitalization of approximately $12.5 billion and operates over 450 branches [21] - The company's sales breakdown is 56% from Installation Services and 44% from Specialty Distribution [21] - TopBuild's strategy focuses on operational excellence, talent development, technology leverage, and strategic M&A [24] - Since 2022, TopBuild has expanded its total addressable market by approximately 6x to over $90 billion [26] Financial Performance and Outlook - TopBuild's 2025 proforma TTM sales for Installation Services are $3.527 billion, with an adjusted EBITDA of $761.552 million [314] - Specialty Distribution's 2025 proforma TTM sales are $3.101 billion, with an adjusted EBITDA of $485.763 million [314] - The company is committed to delivering $35 million to $40 million in synergies from the SPI acquisition over the next two years [181] - TopBuild anticipates 2030 sales of $9 billion to $10 billion, with a cumulative free cash flow between 2026 and 2030 of $4.2 billion to $5.0 billion [302] M&A Activity - Since 2022, TopBuild has completed 24 acquisitions, contributing over $1.5 billion in revenue [33] - The company has deployed $2.2 billion in capital for M&A since 2022 [33] - M&A remains TopBuild's number one capital allocation priority [286]
Senti Biosciences (NasdaqCM:SNTI) Earnings Call Presentation
2025-12-09 13:00
SENTI-202-101 Promising Results in the Treatment of Relapsed/Refractory Acute Myeloid Leukemia (R/R AML) in Ongoing Phase 1 Trial (SENTI-202-101) December 9, 2025 Conference Call and Webcast NASDAQ: SNTI | sentibio.com Forward Looking Statements This presentation contains forward-looking statements of Senti Biosciences, Inc. ("we," "us," "our") within the meaning of the Private Securities Litigation Reform Act of 1995. Statements we make in this presentation may include statements which are not historical f ...
Klabin (OTCPK:KLBA.Y) 2025 Earnings Call Presentation
2025-12-09 13:00
This presentation may contain statements that represent the Company's expectations or forward -looking projections . Such statements are subject to known or unknown risks and uncertainties of various kinds, which may cause these expectations or projections not to materialize or to differ substantially from what was expected . Furthermore, these expectations and projections are based on estimates, information, or methodologies that may be inaccurate or incorrect . These risks and uncertainties are related, a ...
TH International (THCH) - 2025 Q3 - Earnings Call Presentation
2025-12-09 13:00
Trademarks and Trade Names This Presentation contains trademarks, service marks and trade names of third parties, which are the property of their respective owners. The use or display of third parties' trademarks, service marks, trade names or products in this Presentation is not intended to, and does not imply, a relationship with THIL, or an endorsement or sponsorship by or of THIL. Solely for convenience, the trademarks, service marks and trade names referred to in this Presentation may appear without th ...
CVS Health (NYSE:CVS) 2025 Earnings Call Presentation
2025-12-09 13:00
Welcome LARRY MCGRATH EVP AND CHIEF STRATEGY OFFICER AND CHIEF STRATEGIC ADVISOR TO THE CEO Cautionary statement regarding forward looking statements This presentation includes forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of CVS Health Corporation ("CVS Health"). By their nature, all forward-looking statements are not guarantees of future performance or results and are subject to risks and uncertai ...
Campbell Soup(CPB) - 2026 Q1 - Earnings Call Presentation
2025-12-09 13:00
Earnings Presentation Q1 Fiscal 2026 1 Rebecca Gardy Chief Investor Relations Officer Welcome Today's Agenda Mick Beekhuizen Chief Executive Officer Business Update Todd Cunfer Chief Financial Officer Financial Results and Outlook 2 Forward-looking Statements Safe Harbor Regarding Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the federal securities laws. These forward-looking statements reflect our current expectations regarding our future results o ...
Core & Main(CNM) - 2026 Q3 - Earnings Call Presentation
2025-12-09 12:30
Fiscal 2025 Third Quarter Results December 9, 2025 CAUTIONARY STATEMENTS Cautionary Note Regarding Forward-Looking Statements This presentation and accompanying discussion may include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, all statements other than statements of historical or current facts relating to our intentions, beliefs, assumptions or current expectations concerning, among other th ...
Vibra Energia (OTCPK:PETR.Y) 2025 Earnings Call Presentation
2025-12-09 12:00
SAFETY is a non-negotiable value for Vibra Transportation accidents 0,12 0,07 0,05 0,06 0,05 0,07 0,04 0,03 0,02 0,03 0,02 Reviewing VIBRA's Golden Rules Closer focus on critical activities Transport Accident Frequency Rate (TFAT) Process Safety Vibra focused its efforts on implementing a risk-based Process Safety program. The program's main goal is to enhance the company's ability to identify, assess and control the risks inherent in its operations, reducing employees' exposure to accidents, especially hig ...
Cullinan Therapeutics (NasdaqGS:CGEM) Earnings Call Presentation
2025-12-09 01:00
© Cullinan Therapeutics, Inc. All rights reserved. Confidential and proprietary. | 2 Agenda Introduction & Pipeline Strategy Nadim Ahmed CLN-049 Update at ASH December 8, 2025 Important notice and disclaimers This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including express or implied statements regarding the Company's beliefs and expectat ...
Park Hotels & Resorts (NYSE:PK) Earnings Call Presentation
2025-12-08 23:00
INVESTOR PRESENTATION DECEMBER 2025 PARK HOTELS & RESORTS To be the preeminent lodging REIT, focused on consistently delivering superior, risk- adjusted returns to stockholders through active asset management and a thoughtful growth strategy, while maintaining a strong and flexible balance sheet MISSION INVESTMENT STRATEGY GUIDING PRINCIPLES Upper-Upscale & Luxury Full-Service Premier Urban and Resort Destinations Affiliation with Dominant Global Brands Active Asset Management Prudent Capital Allocation Mai ...