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The Andersons(ANDE) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:30
Financial Performance - Q2 2025 - Sales and Merchandising Revenues reached $3,136 million, compared to $2,795 million in Q2 2024[17] - Gross Profit was $158 million, down from $175 million in Q2 2024[17] - Pretax Income Attributable to ANDE was $16 million, significantly lower than $41 million in Q2 2024[17] - Adjusted EPS was $024, compared to $115 in Q2 2024[17] Strategic Acquisition - Acquired the remaining 499% ownership interest in TAMH for $425 million, with a net purchase price of $385 million after accounting for $40 million of working capital[16] - The acquisition implies an incremental 250 million gallons of ethanol capacity acquired at a net purchase price of $154/gallon[16] Segment Highlights - Agribusiness revenues increased to $2,415 million in Q2 2025 from $2,109 million in Q2 2024[28] - Renewables revenues increased to $721 million in Q2 2025 from $686 million in Q2 2024[34] - Agribusiness pretax income attributable to ANDE decreased to $18 million in Q2 2025 from $29 million in Q2 2024[28] - Renewables pretax income attributable to ANDE decreased to $10 million in Q2 2025 from $23 million in Q2 2024[34]
DuPont(DD) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
2Q 2025 Financial Results August 5, 2025 Overview On January 15, 2025, DuPont de Nemours, Inc. ("DuPont", or after the completion of the Intended Electronics Separation, "New DuPont") announced it is targeting November 1, 2025 to complete the intended separation of its Electronics business (the "Intended Electronics Separation") by way of a spin-off transaction, thereby creating a new independent, publicly traded electronics company ("Qnity Electronics, Inc."). The Intended Electronics Separation will not r ...
Atkore (ATKR) - 2025 Q3 - Earnings Call Presentation
2025-08-05 12:00
Third Quarter 2025 Earnings Presentation and Business Update August 5, 2025 Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the "Company" or "Atkore") or its operational and financial information. Atkore expressly disclaims any current intention to update any forward-looking statements contained in this presentation as a ...
Madrigal Pharmaceuticals(MDGL) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
NASDAQ: MDGL © 2025 Madrigal Pharmaceuticals, Inc. All rights reserved. Forward-looking Statements This presentation includes "forward-looking statements" made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, that are based on Madrigal's beliefs and assumptions and on information currently available to it but are subject to factors beyond its control. Forward-looking statements reflect management's current knowledge, assumptions, judgment and expectations regar ...
EVgo (EVGO) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
Financial Performance & Growth - EVgo achieved revenue of $98 million, a 47% increase compared to Q2 2024[11] - Adjusted EBITDA improved by $6 million compared to Q2 2024, reaching $(1.9) million[11] - The company had $183 million in cash, cash equivalents, and restricted cash as of June 30, 2025[11] - EVgo is targeting revenue between $350 million and $380 million and Adjusted EBITDA between $(5) million and $10 million for 2025[95] - Public network daily throughput per stall grew 2.5x in 2 years[84] Network Expansion & Efficiency - The number of operational stalls increased by 27% to 4,350 compared to Q2 2024[11, 102] - EVgo closed a commercial bank financing for up to $300 million in July and received an initial $48 million[13] - The company lowered its 2025 vintage net capex per stall by 28% due to higher efficiencies and capital offsets[13] - EVgo is targeting 13,800 to 14,400 public network stalls in operation by 2029[61] Market Dynamics - Demand for DCFC is outpacing supply, creating a favorable macro environment for EVgo[14] - EVgo anticipates 4.2x growth in EV VIO (vehicles in operation) by 2030 compared to 2024[16]
First Watch Restaurant (FWRG) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
Q2 2025 SUPPLEMENTAL INFORMATION August 5, 2025 CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS AND NON-GAAP FINANCIAL MEASURES FORWARD LOOKING STATEMENTS In addition to historical information, this presentation may contain a number of "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995, which are subject to known and unknown risks, uncertainties and other important factors that may cause actual results to be materially different from the statements made herein. All ...
BP(BP) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
Financial Performance - BP's underlying replacement cost profit for 2Q25 was $24 billion[21,32] - Operating cash flow for 2Q25 reached $63 billion, including a $14 billion working capital build[21] - The company announced a 4% increase in dividend per ordinary share to 8320 cents for 2Q25[21] - A share buyback of $750 million for 2Q25 was announced[21] Strategic Progress - Upstream production was approximately 23 million barrels of oil equivalent per day (mmboed) in 1H25[20] - BP delivered $1 billion of structural cost reductions[25] - Refining availability exceeded 96% in both 1H25 and 2Q25[20,88] Targets and Guidance - BP aims for adjusted free cash flow growth of over 20% CAGR from 2024 to 2027[64] - The company targets net debt between $14-18 billion by the end of 2027[37,64] - BP is targeting $4-5 billion in structural cost reductions by the end of 2027[41,64] - The company expects capital expenditure to be approximately $145 billion in 2025[37,59]
AECOM(ACM) - 2025 Q3 - Earnings Call Presentation
2025-08-05 12:00
Financial Performance - Net service revenue increased by 6% from $1826 million in Q3'24 to $1938 million in Q3'25[9] - Segment adjusted operating margin increased by 90 bps from 163% in Q3'24 to 171% in Q3'25[9] - Adjusted EPS increased by 16% from $116 in Q3'24 to $134 in Q3'25[9] - Total backlog increased by 5% from $23362 million in Q3'24 to $24588 million in Q3'25[9] - The company expects to convert 100% of adjusted net income to free cash flow in FY'25[17] Guidance and Strategic Accomplishments - Increased fiscal 2025 adjusted EBITDA guidance by 10% from $1170-$1210 million to $1190-$1210 million[10] - Increased fiscal 2025 adjusted EPS guidance by 16% from $500-$520 to $520-$530[10] - Industry-leading margins exceeded 17% target[13] - Returned nearly $240 million to shareholders in fiscal 2025 to date[13] Segment Performance - Americas net service revenue increased by 8%[21] with adjusted operating margin increasing by 120 bps to 205%[23] - International net service revenue increased by 3%[22] with adjusted operating margin increasing by 20 bps to 119%[23]
Leidos(LDOS) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
Leidos Q2 FY25 Earnings Conference Call AUGUST 5, 2025 FORWARD-LOOKING STATEMENTS Certain statements contain or are based on "forward-looking" information within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by words such as "expects," "intends," "plans," "anticipates," "believes," "estimates," "guidance" and similar words or phrases. Forward-looking statements include, among others, estimates of our future growth, strategy an ...
Shoals Technologies (SHLS) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
Q2 EARNINGS REPORT August 2025 © 2025 Shoals Technologies Group Disclaimer Forward-Looking Statements This presentation contains forward-looking statements that are based on our management's beliefs and assumptions and on information currently available to our management. Forward-looking statements include information concerning our possible or assumed future results of operations; expectations regarding the utility-scale solar market; project delays; regulatory environment; the effects of strategic pricing ...