Natera (NasdaqGS:NTRA) Earnings Call Presentation
2025-10-23 12:00
Natera, Inc. Post-ESMO Investor Call October 23, 2025 Safe harbor statement This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including statements regarding our market opportunity, our anticipated products and launch schedules, our reimbursement coverage and our product costs, our commercial and strategic partnerships and potential acquisitio ...
Allegion(ALLE) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
October 23, 2025 Cautionary Statements Forward-Looking Statements This presentation contains "forward-looking statements," which are statements that are not historical facts, including, but not limited to, statements related to FY-2025 Outlook, FY-2025 EPS Outlook Details and statements regarding market trends, electronics growth, global software solutions business, the company's financial performance in 2025 and future years, including the 2026 Preview, the company's business plans and strategy, the compan ...
Rogers Communications(RCI) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
Q3 2025 Results October 23, 2025 1 Cautionary note The following materials are for presentation purposes only. They accompany the discussions held during Rogers Communications Inc.'s (Rogers) investor conference call on October 23, 2025. Certain statements made in this presentation, including, but not limited to, statements relating to expected future events, financial and operating results, guidance, including our 2025 consolidated guidance on total service revenue, adjusted EBITDA, capital expenditures, a ...
CenterPoint Energy(CNP) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
Third Quarter 2025 Investor Update CenterPoint Energy | 1 Cautionary Statement and Other Disclosures This presentation and the oral statements made in connection herewith contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements other than statements of historical fact included in this presentation and the oral statements made in connection herewith are forward-looking statements made in good fa ...
West Pharmaceutical(WST) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
Financial Performance - Q3 2025 - Net sales reached $804.6 million, a 7.7% increase compared to Q3 2024, with organic growth of 5.0%[16, 17] - Adjusted diluted EPS was $1.96, a 5.9% increase compared to Q3 2024[16, 17] - Adjusted operating profit margin was 21.1%, a decrease of 40 bps compared to Q3 2024[16, 17] Segment Performance - Proprietary Products net sales were $647.5 million, a 7.7% increase year-over-year, with organic growth of 5.1%[22] - Contract Manufacturing net sales were $157.1 million, an 8.0% increase year-over-year, with organic growth of 4.9%[29, 31] Revenue Breakdown - Biologics accounted for 41% of total company revenue, with sales of $329.1 million, an 11.0% increase year-over-year[19, 36] - HVP Components accounted for 48% of total company revenue, with sales of $390.0 million, a 16.3% increase year-over-year[22, 34, 38] - Generics accounted for 17% of total company revenue, with sales of $135.9 million, a 4.0% increase year-over-year[34, 36] - Pharma accounted for 22% of total company revenue, with sales of $182.5 million, a 4.7% increase year-over-year[34, 36] Geographic Performance - Americas accounted for 47% of total company revenue, with sales of $375.3 million, a 5.3% increase year-over-year[34, 40] - Europe, Middle East, and Africa accounted for 45% of total company revenue, with sales of $361.1 million, a 9.4% increase year-over-year[34, 40] - Asia Pacific accounted for 8% of total company revenue, with sales of $68.2 million, a 13.1% increase year-over-year[34, 40] Guidance - The company projects revenue between $3.060 billion and $3.070 billion for the full year 2025[43]
OceanFirst Financial (OCFC) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
Financial Performance - OceanFirst reported core diluted EPS of $036 and core ROAA of 060% for Q3 2025[38] - Net interest income for Q3 2025 was $91 million[38] - The core ROTCE for Q3 2025 was 719%[38] Loan Portfolio - Total loans increased by $373 million, equivalent to a 14% annualized growth rate, with commercial and industrial (C&I) loans contributing $219 million to this increase[40, 45] - The commercial loan pipeline remains strong at $711 million, expected to drive further growth in Q4 2025[40, 45] - As of Q3 2025, non-performing loans accounted for 034% of total loans[8] Deposit Trends - Deposits, excluding brokered deposit run-off of $118 million, increased by $321 million from the previous quarter[40] - Premier Banking teams contributed $242 million in deposits as of September 30, 2025, with a weighted average cost of 264%[40, 41] - Total deposits reached $104 billion, with commercial deposits accounting for 56% and consumer deposits for 44%[8, 26] Strategic Initiatives - OceanFirst strategically decided to outsource its residential loan originations and title business platforms, anticipating annual expense savings of approximately $14 million[40] - One-time costs associated with outsourcing residential loan originations and title business platforms totaled $4 million in Q3 2025 and are expected to be approximately $8 million in Q4 2025[40]
Textron(TXT) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
October 23rd, 2025 The data in this package should be read in conjunction with the Textron earnings release and accompanying tables. Q3 2025 Earnings Call Presentation Key Data – Q3 2025 | | Q3 2025 | Q3 2024 | | --- | --- | --- | | Revenues | $ 3.6B | $ 3.4B | | Segment Profit | $ 357M | $ 284M | | EPS | $ 1.31 | $ 1.18 | | Adjusted EPS | $ 1.55 | $ 1.40 | | Manufacturing Cash Flow Before Pension Contributions | $ 281M | $ 147M | | Pension Contributions | $ 9M | $ 10M | © 2025 TEXTRON INC. 1 Forward-lookin ...
Dow(DOW) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
3Q 2025 Results October 23, 2025 Agenda ▪ 3Q25 Highlights ▪ Operating Segment Performance ▪ Actions to Provide Greater Financial Flexibility and Improved Profitability ▪ Outlook ▪ Industry Opportunities Non-GAAP measures are defined in the appendix 3Q 2025 Highlights Delivered Solid Results, Cost Savings Actions, and Near-Term Cash Support 3 $10.0B Net Sales $868MM Operating EBITDA $249MM Returned to Shareholders ▪ Operating EBITDA was $868MM, up $165MM QoQ ▪ Total CapEx for the quarter was $564MM ▪ Cash Fl ...
Roper(ROP) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
Q3 2025 Financial results October 23, 2025 Safe harbor statement The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forward-looking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired businesses to be integrated and contribute to future growth, profit and cash flow expectations. Forward-looking statements may be in ...
Ermenegildo Zegna(ZGN) - 2025 Q3 - Earnings Call Presentation
2025-10-23 11:00
Financial Performance Overview - For 9 months of 2025, the Group's revenues reached €1,326 million, a decrease of 2% year-on-year, with flat organic growth[15, 20] - In Q3 2025, consolidated revenues were €398 million, flat year-on-year, but with a 4% increase in organic growth[16, 20] Brand Performance in Q3 2025 - ZEGNA brand revenues grew organically by 6%, reaching €249 million, driven by strong DTC channel performance[16, 20] - Thom Browne revenues decreased organically by 5% to €48 million, showing improvement compared to the first half of the year due to DTC acceleration[16, 20] - TOM FORD FASHION revenues increased organically by 4% to €66 million, supported by double-digit growth in the DTC channel[16, 20] Revenue by Geographic Area in Q3 2025 - EMEA revenues grew organically by 3%[23, 25] - Americas revenues increased organically by 13%[23, 25] - Greater China Region revenues decreased organically by 7%, showing sequential improvement[23, 25] Revenue by Distribution Channel in Q3 2025 - DTC revenues reached €297 million, with a 9% organic growth rate[27, 29] - Wholesale branded revenues decreased organically by 15%[27, 29] Retail Store Network - As of September 30, 2025, the total number of DTC stores was 472, compared to 461 at December 31, 2024, and 453 at September 30, 2024[43] - The total number of Wholesale stores was 198 at September 30, 2025, compared to 203 at December 31, 2024, and 211 at September 30, 2024[43]