Ormat (ORA) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Joshua Carroll - Assistant Vice PresidentDoron Blachar - Chief Executive OfficerAssi Ginzburg - Chief Financial OfficerMichael Fairbanks - Equity Research AssociateAndre Adams - Research Associate - Sustainable Growth and Resource OptimizationJ. David Anderson - Managing Director Conference Call Participants Justin Clare - MD & Research AnalystBen Kallo - Senior Research Analyst Operator Good morning, and welcome to the Ormat Te ...

F&G Annuities & Life (FG) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Lisa Foxworthy-Parker - SVP - Investor & External RelationsChris Blunt - CEOConor Murphy - CFO Conference Call Participants John Barnidge - Managing Director & Senior Research AnalystWes Carmichael - Senior AnalystMark Hughes - Analyst Operator Good morning, and welcome to F and G's First Quarter twenty twenty five Earnings Call. During today's presentation, all callers will be placed in a listen only mode. Followi ...

Hamilton Insurance Group (HG) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Darian Niforatos - VP, Investor Relations & FinancePina Albo - CEOCraig Howie - Group CFOThomas Mcjoynt-Griffith - DirectorElyse Greenspan - Managing DirectorMatthew Carletti - Managing Director Conference Call Participants Michael Zaremski - Managing Director & Senior Equity Research Analyst Operator Hello, and welcome to the Hamilton Insurance Group Earnings Conference Call. As a reminder, this call is being ...

Financial Data and Key Metrics Changes - Total sales increased by 32% year over year, reaching $347.8 million for the quarter ended March 31, 2025 [12] - Adjusted EBITDA rose by 85%, reflecting strong operational performance [7][12] - Adjusted diluted EPS more than doubled compared to the previous year [7] Business Segment Data and Key Metrics Changes - The Animal Health segment led with a 42% revenue growth, totaling $258.4 million [12][14] - Nutritional Specialties achieved 8% revenue growth, while Performance Products saw a significant increase of 28% [9][12] - Newly integrated MSA and other products within Animal Health experienced a 68% increase in sales [8][14] Market Data and Key Metrics Changes - The company anticipates some pressure on certain inputs and markets in the range of $5 million to $10 million due to tariffs in fiscal year 2026 [10] - The overall performance in international markets was stable, with limited impact from foreign exchange fluctuations [44] Company Strategy and Development Direction - The "Fiber Forward" strategy focuses on disciplined operations and continuous improvement, contributing to current performance [9][10] - The company is making targeted investments in procurement and supply chain resilience to manage potential disruptions [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating external challenges, including tariffs, without significant impact on financial results for the remainder of fiscal year 2025 [10][22] - The updated guidance reflects solid execution and continued momentum, with net sales expected between $1.26 billion and $1.29 billion [11][20] Other Important Information - The company generated $49 million of positive free cash flow for the twelve months ended March 31, 2025 [17] - Cash and cash equivalents were $70 million at the end of the quarter [17] Q&A Session Summary Question: Can you elaborate on the company's exposure to upcoming pharma tariffs? - Management indicated that most manufacturing is done in the U.S., with some inputs sourced from other markets, and they have implemented measures to mitigate tariff impacts [25][27] Question: What drove the slower growth in the Medicaid fee added business? - The decline was attributed to the timing of orders from larger customers, with overall year-to-date growth remaining positive [28][29] Question: What factors are driving the increase in guidance for EBITDA and EPS? - The increase is driven by a favorable mix, strong vaccine performance, and contributions from the Zoetis MFA portfolio [32][35] Question: Can you provide more details on the specific products affected by tariffs? - The impact is primarily from inputs subject to general tariffs rather than specific products from China [38] Question: Is the company lobbying for exceptions from potential pharma tariffs? - Management confirmed involvement in lobbying efforts for exceptions, emphasizing the importance of these products in food pricing [42] Question: What was the FX impact for the quarter? - Limited impact was noted, with efforts to transact in U.S. dollars to minimize foreign exchange effects [44]

Lamar Advertising Company (LAMR) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Sean Reilly - President and CEOJay L. Johnson - EVP and CFODaniel Osley - Vice President, Equity Research Conference Call Participants Cameron McVeigh - AnalystJason Bazinet - AnalystDavid Karnovsky - Senior Research AnalystNone - Analyst Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference. Please be aware that each of your lines is in a listen only mode. At the conclusion of ...

Stabilis Solutions (SLNG) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Andy Puhala - SVP, CFO & SecretaryCasey Crenshaw - Executive Chairman, Interim President & CEOMarty W. Malloy - Director of Research Conference Call Participants Tate Sullivan - Senior Research Analyst Operator Welcome to the Stabilis Solutions First Quarter twenty twenty five Earnings Conference Call. At this time, all participants have been placed in a listen only mode and the floor will be opened for your questi ...

Suburban Propane Partners (SPH) Q2 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Davin D'Ambrosio - Vice President & TreasurerMichael A. Stivala - President, CEO & SupervisorMichael Kuglin - Chief Financial Officer & Chief Accounting OfficerChristopher Jeffrey - Equity Research Senior Associate Operator Morning, ladies and gentlemen, and welcome to the Suburban Propane Partners Second Quarter Earnings Conference Call. At this time, all lines are in listen only mode. Following the presenta ...

PENN Entertainment (PENN) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Joseph Jaffoni - Founder & PresidentJay Snowden - President & CEOTodd George - EVP - OperationsFelicia Hendrix - EVP & CFOAaron LaBerge - Chief Technology OfficerBarry Jonas - Managing DirectorJohn Decree - Director - Equity ResearchJeffrey Stantial - Managing Director - Gaming & Leisure Conference Call Participants Brandt Montour - Director, Equity Research AnalystCarlo Santarelli - AnalystShaun Kelley - Senior Re ...

InfuSystem Holdings (INFU) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Joe Dorame - Managing PartnerRichard DiIorio - CEOCarrie Lachance - President, COO & DirectorBarry Steele - Executive VP & CFO Conference Call Participants Brooks O'Neil - Senior Research AnalystTollef Kohrman - Associate AnalystJim Sidoti - AnalystAnderson Schock - Research Analyst Operator Good day, and welcome to the InfuSystem Holdings, Inc. Reports First Quarter twenty twenty five Financial Results Conference ...

Suburban Propane Partners (SPH) Q2 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Morning, ladies and gentlemen, and welcome to the Suburban Propane Partners Second Quarter Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, 05/08/2025. I would now like to turn the conference over to David Niembrocco, Vice President and Treasurer. Please go ahead. Speaker1 Thank yo ...