Emerson Electric (NYSE:EMR) Earnings Call Presentation
2025-11-20 14:00
Emerson's Transformation and Growth - Emerson has significantly transformed its portfolio, increasing automation exposure from 64% to 88% between pre-transformation (2021) and today (2025)[58] - Emerson's organic growth has accelerated from a 2% CAGR (2010-2021) to a 7% CAGR (2021-2025)[66, 67] - Emerson's 2025 financial profile includes net sales of $18 billion, a gross profit margin of 52.8%, and an adjusted segment EBITA margin of 27.6%[73] Market Position and Strategy - Emerson has a $155 billion installed base, with a resilient business model supported by a 65% Maintenance, Repair & Operations (MRO) business in 2025[76, 77] - Emerson aims to increase cash returns to shareholders through accelerated share repurchase and increased dividends[38, 46] - Emerson is targeting organic sales growth of 4-7% through-the-cycle[84, 86] Financial Targets and Capital Allocation - Emerson is pivoting its capital allocation to prioritize a $10 billion return to shareholders[134] - Emerson is targeting $21 billion in net sales and an adjusted EPS of $8.00 by 2028[140] - Emerson plans to return $10 billion to shareholders through $6 billion in share repurchases and $4 billion in dividends between 2026 and 2028[139] Margin Expansion - Emerson is driving towards a 30% Adjusted Segment EBITA Margin[144] - Emerson is planning to return $10B to shareholders through accelerated share repurchase & increased dividends[139]
Insulet (NasdaqGS:PODD) 2025 Earnings Call Presentation
2025-11-20 14:00
Introduction & Opening Remarks Clare Trachtman VP, Investor Relations Safe Harbor Statement This presentation contains forward-looking statements regarding, among other things, future operating and financial performance, product success and efficacy, the outcome of studies and trials, and the approval of products by regulatory bodies. These forward-looking statements are based on management's current beliefs, assumptions, and estimates and are not intended to be a guarantee of future events or performance. ...
MAXIMUS(MMS) - 2025 Q4 - Earnings Call Presentation
2025-11-20 14:00
Fiscal 2025 Year End Earnings Call Bruce Caswell President & Chief Executive Officer November 20, 2025 1 | Maximus: Q4 FY25 Earnings Presentation Forward-looking Statements & Non-GAAP Information These slides should be read in conjunction with our most recent quarterly earnings press release, along with listening to or reading a transcript of management comments from our most recent quarterly earnings conference call. This document contains non-GAAP financial information. Management uses this information in ...
Abbott Laboratories (NYSE:ABT) Earnings Call Presentation
2025-11-20 14:00
Acquisition Overview - Abbott will acquire Exact Sciences for $105 per share in cash[33] - The equity purchase price is $21 billion, with an enterprise value of approximately $23 billion[33] - The transaction is expected to close in the second quarter of 2026[33] Exact Sciences Overview - Exact Sciences' estimated revenue for 2025 is $32 billion[16] - The company performed over 5 million tests in 2025[16] - The screening business revenue is estimated to be $25 billion in 2025, with a CAGR of over 15% from 2023-2025[18] - The precision oncology business revenue is estimated to be $700 million in 2025, with a CAGR of over 5% from 2023-2025[23] Financial Impact to Abbott - The acquisition is expected to increase Abbott's sales growth rate by approximately 50 basis points annually[29, 33] - Abbott Diagnostics Segment sales growth rate is expected to increase by approximately 300 basis points annually[29, 33] - Abbott's adjusted gross margin profile is expected to increase by approximately 100 basis points annually[30, 33] - Abbott Diagnostics Segment adjusted gross margin profile is expected to increase by approximately 700 basis points annually[30, 33]
Warner Music(WMG) - 2025 Q4 - Earnings Call Presentation
2025-11-20 13:30
FISCAL Q4 2025 Earnings Snapshot © Warner Music Group 2025 Confidential 1 This presentation is a supplement to, and should be read in conjunction with, Warner Music Group's earnings release for the quarter ended September 30, 2025. 2 Q4 2025 Non-GAAP Financial Measures This presentation contains certain non-GAAP financial measures. We provide reconciliations to these non-GAAP financial measures to the most directly comparable GAAP financial measures in our earnings press release, which can be found on our w ...
ASGN (NYSE:ASGN) 2025 Earnings Call Presentation
2025-11-20 13:30
Investor Day November 20, 2025 Welcome and Opening Remarks Kimberly Esterkin VP, Investor Relations Safe Harbor Certain statements made in this news release are "forward-looking statements" within the meaning of Section 27A of the Securities Exchange Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking information includes estimates of the company's future financial and operating performance. Certain data and statements in this presentation, other than ...
Bath & Body Works(BBWI) - 2026 Q3 - Earnings Call Presentation
2025-11-20 13:30
Bath & Body Works® Q3 2025 Earnings & 2025 Guidance November 20, 2025 Bath & Body Works® 2 Forward-looking Statements Q3 Earnings Call Participants Daniel Heaf Chief Executive Officer Eva Boratto Chief Financial Officer Luke Long VP Strategy & Investor Relations Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 We caution that any forward-looking statements (as such term is defined in the Private Securities Litigation Reform Act of 1995) contained in this presentation or made ...
LEIFRAS(LFS) - 2025 Q2 - Earnings Call Presentation
2025-11-20 13:30
Financial Performance Highlights - Leifras Co, Ltd achieved net revenue of USD 38072K in H1 FY2025, a 150% year-over-year increase compared to USD 33108K in H1 FY2024[66, 72] - Income from operations significantly increased by 1081% year-over-year, reaching USD 471K in H1 FY2025 from USD 226K in H1 FY2024[66, 72] - Net income grew by 256% year-over-year, amounting to USD 373K in H1 FY2025, up from USD 297K in H1 FY2024[66, 72] - The company forecasts full-year 2025 net revenue to be between USD 80197 million and USD 82621 million, representing an 119% to 153% increase year-over-year[81, 83] - Full-year 2025 operating profit is projected to range from USD 40 million to USD 48 million, compared to USD 36 million in FY2024[81, 83] Business Segment Growth - The Sports School Business generated USD 27 million in revenue, with an 85% year-over-year increase, driven by membership and event participation[74] - The Social Business, including school club support, achieved USD 11 million in revenue, a 354% year-over-year increase, attributed to the rise in contracted schools[74] - The number of contracted schools in the Social Business increased by 485% year-over-year to 349 schools[66] - Sports School Business membership increased by 64% year-over-year to 69500 members[66] Strategic Initiatives - The company is focusing on expanding its Social Business, particularly school club support, to capitalize on the market reform implementation period from fiscal year 2026 onwards[18, 47] - Leifras Co, Ltd aims to secure a stable market share with long-term business partners in the school club support sector, aligning with market growth[60]
Siemens Energy (OTCPK:SMEG.F) 2025 Earnings Call Presentation
2025-11-20 13:30
Financial Performance & Targets - Siemens Energy delivered FY25 revenue of €39.1 billion, a 15.2% comparable increase from FY24[6] - The company achieved a profit margin before special items of 6.0% in FY25, a 500 bps increase from FY24[6] - Siemens Energy targets a profit margin before special items of 9-11% for FY26 and 14-16% for FY28[24] - Free Cash Flow pre-tax reached €4.7 billion in FY25 and is projected to be €4-5 billion in FY26[24] Market & Growth - Global electricity demand grew approximately 2x as fast as total energy demand in 2025[13] - The company anticipates approximately a 45% increase in global electricity demand by 2035[13] - Siemens Energy's order backlog reached €138 billion[6] Operational Improvements & Investments - The company achieved approximately a 30% reduction in the total injury rate (TRIR) between FY23 and FY25[5] - Siemens Energy plans approximately €6 billion in CAPEX investment for FY26-28 to support organic growth[50] - The company aims to reduce Scope 1 and 2 GHG emissions by 55% since 2019[56] Siemens Gamesa Turnaround - Siemens Gamesa is targeting to break-even in FY26 and achieve a 3-5% profit margin before special items by FY28[184]
Oddity Tech .(ODD) - 2025 Q3 - Earnings Call Presentation
2025-11-20 13:30
DISCLAIMER This presentation contains estimates and other statistical data made by independent parties and by the Company relating to market size and growth and other data about the Company's industry and estimated total addressable market. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. Neither the Company nor any other person makes any representation as to the accuracy or completeness of such data or undertakes any obligation to ...