DT Midstream (DTM) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Company Participants Todd Lohrmann - Director of Investor RelationsDavid Slater - President & CEOJeff Jewell - EVP & CFOMichael Blum - Managing DirectorSpiro Dounis - DirectorJohn Mackay - VP - Equity ResearchKeith Stanley - DirectorJean Ann Salisbury - Managing DirectorManav Gupta - Executive DirectorRobert Mosca - Equity Research Associate Conference Call Participants Jeremy Tonet - Equity Research Analyst, Executive DirectorTheresa Chen ...

Expand Energy (EXE) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Company Participants Chris Ayres - VP – Investor Relations & Special ProjectsDomenic Dell’Osso - President & CEONeil Mehta - Head of Americas Natural Resources Equity ResearchMohit Singh - Executive VP & CFODan Turco - EVP - Marketing & CommercialZach Parham - Executive DirectorJosh Viets - EVP, COODevin Mcdermott - Executive DirectorJohn Freeman - Managing DirectorScott Hanold - Managing Director - Energy ResearchMatthew Portillo - Partne ...

Equitable (EQH) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Company Participants Erik Bass - Head of Investor RelationsMark Pearson - President and CEORobin Raju - Senior EVP & CFONick Lane - President of Equitable FinancialRyan Krueger - Managing DirectorOnur Erzan - Head of Global Client Group & Head of Bernstein Private WealthThomas Gallagher - Senior Managing DirectorJack Matten - Vice President Equity ResearchMaxwell Fritscher - Equity Research AssociateWilma Burdis - Director Conference Call Part ...

United Therapeutics (UTHR) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Company Participants Dewey Steadman - Head, IRMartine Rothblatt - Founder, Chairman & CEOMichael Benkowitz - President & COOLeigh Peterson - Executive Vice President of Product Development & XenotransplantationJames Edgemond - CFO & TreasurerAshwani Verma - Executive Director - SMID Biotech & Biopharma Conference Call Participants Joseph Thome - Managing Director, Senior Biotechnology AnalystJessica Fye - Managing Director & Equity ...

Financial Data and Key Metrics Changes - Company revenue increased by 4% in Q1, totaling $55 million growth, with the Environmental Services (ES) segment contributing two-thirds of that growth [27][8] - Adjusted EBITDA for Q1 was $235 million, with a margin of 16.4%, slightly down year-over-year but in line with expectations [28][27] - Net income for Q1 was down compared to the same period last year, with earnings per share reported at $1.09 [29] Business Line Data and Key Metrics Changes - The ES segment saw a 3% increase in revenue and a 4% increase in adjusted EBITDA, driven by the acquisition of Hefeco and higher incineration utilization [9][8] - Safety Kleen Environmental Services (SKSS) revenue increased year-over-year, reflecting greater volumes and a shift to a higher Charge for Oil (CFO), although adjusted EBITDA decreased slightly [15][16] - Industrial Services revenue declined by 10% year-over-year due to refinery customers delaying spending and maintenance [12][13] Market Data and Key Metrics Changes - The total recordable incident rate (TRIR) for safety was reported at 0.46, marking the best quarter in the company's history [5][6] - Incineration utilization improved to 88% from 79% in Q1 2024, with incineration pricing rising more than 5% on a mix-adjusted basis [10][11] - The company processed 5,000 tons in its new kiln during Q1, with a goal to process over 28,000 tons for the year [11][19] Company Strategy and Development Direction - The company is focusing on internal and external growth opportunities, with a strong cash balance and low leverage to support its growth strategy [20][22] - There is an emphasis on capitalizing on synergies through M&A while also investing in expanding processing and recycling capabilities [20][21] - The company aims to stabilize the SKSS segment while maximizing the value of its assets and minimizing downside potential [24][22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand for services, particularly in disposal and recycling, despite potential impacts from tariffs [22][70] - The company anticipates a strong second half of the year, with a robust pipeline of remediation and waste projects [24][22] - Management remains cautious about the industrial services segment but believes in the long-term prospects due to the necessity of the services provided [24][70] Other Important Information - The company ended Q1 with a cash balance approaching $600 million and a net debt to EBITDA ratio of approximately 2.1 times [29][30] - A credit rating upgrade by Moody's was received during the quarter, reflecting strong financial performance and capital policies [30][29] - Adjusted free cash flow for Q1 was negative $116 million, consistent with the previous year, primarily due to timing of incentive comp payments and seasonal working capital increases [31][30] Q&A Session Summary Question: Impact of weather on ES segment performance - Management indicated that weather negatively impacted Q1 performance, estimating a loss of $10 million to $12 million in EBITDA due to difficult conditions in January [41][42] Question: Guidance for Q2 and refinery turnarounds - Management confirmed that Q2 guidance does not include large-scale emergency response events and expects a better second half with over 150 planned refinery turnarounds [44][45] Question: Cyclicality of the ES segment - Management described the ES segment as recession-resistant, with continued strong growth expected in the second and third quarters [49][50] Question: Update on PFAS revenue growth - Management confirmed a strong pipeline for PFAS solutions, expecting revenue growth in the range of 15% to 20% for the year [59][60] Question: Base oil pricing and inventory status - Management acknowledged pressure on base oil pricing but highlighted successful pricing initiatives that doubled the average price charged for used oil collection [100][101] Question: M&A pipeline and current environment - Management noted that valuations remain high for assets, but the company is actively reviewing multiple deals while being selective [91][92]

Scotts Miracle-Gro (SMG) Q2 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Good morning. Speaker1 Welcome to Scotts Miracle Gro's second quarter twenty twenty five earnings webcast. I'm Brad Shelton, Head of Investor Relations. Speaking today are Chairman and CEO, Jim Hagedorn and Chief Financial Officer and Chief Accounting Officer, Mark Shiwer. Jim will provide a business update, followed by Mark with a review of our financial results. In conjunction with our commentary today, please review our ea ...

Nexa Resources (NEXA) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to NEXA Resources First Quarter twenty twenty five Earnings Conference Call. Please note that today's event is being recorded and broadcast live via Zoom, with access also available through Nexa's Investor Relations website. A slide presentation is accompanying today's webcast and is also accessible on our Investor Relations website. A replay of the conference call will be availabl ...

WesBanco (WSBC) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Good morning, everyone, and welcome to the WesBanco First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. Please also note, today's event is being recorded. I would now like to turn the conference call over to John Iannone, Senior Vice President, Investor Relations. Please go ahead. Speaker1 Thank you. Good morning and welcome to WesBanco Inc. First quarter twenty twenty five earnin ...

Newell Brands (NWL) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Good morning and welcome to the Noel Brands First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. After a brief discussion by management, we will open the call up for questions. In order to stay within the time scheduled for the call, please limit yourself to one question during the Q and A session. Today's conference call is being recorded. A live webcast of this call i ...

Gates Industrial (GTES) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Thank you for standing by. My name is Greg, and I will be your conference operator today. At this time, I would like to welcome everyone to today's Gates Industrial Corporation Q1 twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the call over to Rich Kwas, Vice Presi ...