Amicus Therapeutics(FOLD) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Financial Performance - Q3 2025 total revenue reached $169 million, a 17% increase[4,59] - Galafold revenue in Q3 2025 was $138.3 million[9,13] - Pombiliti + Opfolda revenue in Q3 2025 was $30.7 million, representing a 42% increase[26] - The company anticipates surpassing $1 billion in total revenue in FY 2028[5] - Non-GAAP net income for Q3 2025 was $54.2 million[59] Galafold Performance - Galafold revenue grew 15% in Q3 2025[11] - Approximately 2,730 individuals are currently being treated with Galafold[9] - Galafold holds a 69% share of treated amenable patients[9] Pombiliti + Opfolda Performance - Pombiliti + Opfolda revenue is expected to grow 50-65% in FY 2025[4,28] - The number of naïve starts for Pombiliti + Opfolda doubled in the first 9 months of 2025 compared to FY 2024[31]
BRC (BRCC) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Financial Performance - Wholesale revenue increased by 5.3% year-over-year (YoY) to $67.0 million, or 9.4% YoY excluding barter[13] - Net revenue increased by 2.6% YoY to $100.7 million[13] - Adjusted EBITDA increased by 18.6% YoY to $8.4 million[13] - Gross margin was 36.9%, compared to 42.1% in Q3 2024, representing a decrease of 520 basis points[13, 32] Channel Performance - Black Rifle Coffee Company (BRCC) is outperforming the category through distribution and velocity, with a strong ACV (All Commodity Volume) trajectory[16] - BRCC's branding and focus on quality products have driven outsized unit growth compared to legacy brands[18] - DTC (Direct-to-Consumer) remains a valuable channel for innovation, loyalty, and direct engagement with passionate fans, with new subscriber AOV (Average Order Value) +27% higher than existing subscribers[21] - Black Rifle Ready-to-Drink (RTD) Coffee remains a top-3 brand in the category[22] Strategic Initiatives and Outlook - The company is targeting a long-term gross margin of 40%+[36] - The company reaffirms its 2025 financial guidance, expecting at least $395 million in net revenues, at least 35% gross margin, and at least $20 million in Adjusted EBITDA[43, 45, 46] - The company anticipates a revenue CAGR (Compound Annual Growth Rate) of 10%-15% through 2027[50]
Broadridge(BR) - 2026 Q1 - Earnings Call Presentation
2025-11-04 13:30
Broadridge disclaims any obligation to update or revise forward-looking statements that may be made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events, other than as required by law. Powering and transforming financial markets Earnings Conference Call Fiscal First Quarter 2026 November 4, 2025 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial S ...
Neuronetics(STIM) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Transforming Lives Through NeuroHealth COMPANY PRESENTATION NASDAQ: STIM November 2025 Forward Looking Statements This presentation contains estimates and other statistical data prepared by independent parties and by Neuronetics, Inc. ("Neuronetics" or the "Company") relating to market size and growth and other data about the industry in which the Company operates. These estimates and data involve a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates and d ...
Harmony Biosciences(HRMY) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Q3 2025 Financial Results & Business Update November 4 , 2025 Copyright © 2024 Harmony Biosciences. All rights reserved. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including statements regarding our full year 2024 net product revenue, expectations for ...
Axcelis(ACLS) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Q3 2025 EARNINGS PRESENTATION NOVEMBER 4, 2025 SAFE HARBOR STATEMENT This presentation contains, and the conference call will contain, forward-looking statements under the Private Securities Litigation Reform Act safe harbor provisions. These statements, which include our expectations for spending in our industry and guidance for future financial performance, are based on management's current expectations and should be viewed with caution. They are subject to various risks and uncertainties that could cause ...
Capri (CPRI) - 2026 Q2 - Earnings Call Presentation
2025-11-04 13:30
• Substantially reduce debt levels • Invest in future growth • Reinstate a share repurchase program in the future SECOND QUARTER FISCAL 2026 HIGHLIGHTS 2Q Fiscal Year 2026 Earnings Presentation November 4, 2025 VERSACE SALE As previously announced, Capri Holdings entered into a definitive agreement to sell Versace to Prada for $1.375B in cash subject to certain adjustments. The transaction is expected to close in our fiscal third quarter, subject to customary closing conditions including regulatory approval ...
The Goodyear Tire(GT) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Financial Performance - Q3 2025 - Segment Operating Income (SOI) reached $287 million[4] - Net Sales totaled $4,645 million, a decrease of 3.7% year-over-year (YoY)[11, 23] - Tire units decreased by 5.9% YoY to 40 million[11, 23] - Free Cash Flow was $(181) million, an increase of $159 million YoY[11, 28] - Adjusted Earnings Per Share (EPS) was $0.28, a decrease of $0.08 YoY[11, 23] Goodyear Forward Transformation Plan - Goodyear Forward benefits totaled $185 million in Q3 2025[4, 26] - The company expects approximately $750 million in segment operating income benefit from Goodyear Forward in 2025[15] - The company completed divestitures with full-year proceeds of $2.2 billion[4, 15] - The annualized run rate target for Goodyear Forward was increased to $1.5 billion[10, 15] Regional Performance - Americas' Net Sales were $2,737 million, a decrease of 4.2% YoY, with Segment Operating Income of $206 million[13, 34] - EMEA's Net Sales were $1,407 million, an increase of 4.4% YoY, with Segment Operating Income of $30 million[13, 37] - Asia Pacific's Net Sales were $501 million, a decrease of 18.9% YoY, with Segment Operating Income of $51 million[13, 41]
Driven Brands (DRVN) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Financial Performance - The company's net leverage ratio as of Q3 2025 was 3.8x [1, 2] - Net loss for the twelve months ended September 27, 2025, was $221.808 million [1] - Debt Agreement Adjusted EBITDA for the twelve months ended September 27, 2025, was $543.930 million [1] - Total debt as of September 27, 2025, was $2.21438 billion, less cash and cash equivalents of $162.028 million, resulting in net debt of $2.052352 billion [1] Key Adjustments to EBITDA - Depreciation and amortization expenses totaled $151.776 million for the twelve months ended September 27, 2025 [1] - Share-based compensation expense was $40.767 million for the twelve months ended September 27, 2025 [1] - Asset sale leaseback loss, net, impairment, notes receivable loss, and closed store expenses amounted to $443.625 million for the twelve months ended September 27, 2025 [1] Pro Forma and Other Adjustments - Pro forma EBITDA adjustments reduced EBITDA by $11.808 million [1] - Run rate adjustments related to store openings and closings increased EBITDA by $10.208 million [1] - Other adjustments permitted under the Debt Agreement increased EBITDA by $10.227 million [1]
ADM(ADM) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Financial Performance - Q2 2025 - Adjusted Earnings Per Share decreased by 10% compared to the prior year quarter[6] - Total Segment Operating Profit was $830 million, a decrease of 10% compared to the prior year quarter, attributed to lower total segment operating profit[6] - Adjusted Return on Invested Capital (ROIC) was 69%[45] - Cash flows from operations before working capital decreased by $459 million due to lower total segment operating profit[7] Financial Performance - 1H 2025 - Adjusted Earnings Per Share was $163, a decrease of 35% compared to the prior year period[6] - Total Segment Operating Profit was $16 billion, a decrease of 26% compared to the prior year period[6] - Cash flows from operations before working capital was $12 billion[6] Segment Performance - Ag Services & Oilseeds segment operating profit declined by 17% in Q2 2025 compared to Q2 2024, with Ag Services down 7% and Crushing down 75%, while RPO rose 14%[14] - Carbohydrate Solutions segment operating profit decreased by 6% in Q2 2025 compared to Q2 2024, driven by lower international volumes and margins in Starches & Sweeteners[17] - Nutrition segment achieved an approximate 5% increase in both revenue and operating profits in Q2 2025 compared to Q2 2024, with Human Nutrition revenue up approximately 4% and Animal Nutrition revenue holding steady[24] Cash Flow and Capital Allocation - Invested $596 million in capital expenditures in 1H 2025, with capex now expected to be in the range of $13 billion - $15 billion for 2025[28] - Returned $495 million of excess cash to shareholders through dividends during 1H 2025[28] Full Year 2025 Outlook - The company expects adjusted earnings per share of approximately $400[31]