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Suburban Propane(SPH) - 2026 Q1 - Earnings Call Transcript
2026-02-05 15:02
Financial Data and Key Metrics Changes - For Q1 2026, the company reported an Adjusted EBITDA of $83.4 million, an increase of $8.1 million or nearly 11% compared to the prior year [7][10] - Net income for the first quarter was $46.6 million, compared to $38 million or $0.59 per common unit in the prior year [10] - Total gross margin for the first quarter was $238.6 million, an increase of $16.1 million or 7.2% year-over-year [12] Business Line Data and Key Metrics Changes - Retail propane gallons sold totaled 100 million, reflecting a 4.2% increase compared to the prior year [10] - The renewable natural gas (RNG) operations saw an increase in average daily RNG injection, driven by operational enhancements at the Stanfield, Arizona facility [8] Market Data and Key Metrics Changes - Average wholesale propane prices per gallon were in the $0.60 range, down from $0.90 a year ago [12] - Propane inventories were reported at 89 million barrels, which is 34% above historical averages for this time of year [12] Company Strategy and Development Direction - The company is focused on long-term strategic growth plans, including the acquisition of two propane businesses in California and progressing capital projects to grow RNG production [9] - The company is investing nearly $7 million in RNG projects and refinancing its 2027 senior notes to maintain balance sheet strength and flexibility [9] Management's Comments on Operating Environment and Future Outlook - Management noted that colder weather in northern territories drove heat-related demand, contributing to the increase in volume sold [6] - The company remains committed to growing its core propane business while also expanding into alternative, lower carbon, renewable fuels [17] Other Important Information - The Board of Supervisors declared a quarterly distribution of $0.325 per common unit, equating to an annualized rate of $1.30 per common unit [16] - The company borrowed $115.4 million under its revolving credit facility to fund seasonal working capital needs [14] Q&A Session Summary - There were no questions during the Q&A session, and the call concluded without any inquiries from participants [18][20]
Crown Holdings(CCK) - 2025 Q4 - Earnings Call Transcript
2026-02-05 15:02
Crown (NYSE:CCK) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsGeorge Staphos - Managing DirectorKevin Clothier - SVP and CFOMike Roxland - Managing Director and Equity ResearchPhilip Ng - Managing DirectorStefan Diaz - VP of Equity ResearchTim Donahue - Chairman, President and CEOTom Kelly - COOConference Call ParticipantsAnojja Shah - Equity Research AnalystAnthony Pettinari - Research AnalystArun Viswanathan - Senior Equity AnalystChris Parkinson - Senior Research AnalystEdlain ...
Spectrum Brands(SPB) - 2026 Q1 - Earnings Call Transcript
2026-02-05 15:02
Spectrum Brands (NYSE:SPB) Q1 2026 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsCarla Casella - Managing Director Credit ResearchDavid Maura - Chairman and CEOFaisal Qadir - CFOJen Schultz - DVP of FP&A and Investor RelationsMadison Callinan - Equity Research AssociateWill Gildea - Equity Research AssociateConference Call ParticipantsChris Carey - Head of Consumer Staples Research and Senior Equity AnalystIan Zaffino - Managing Director and Senior AnalystOlivia Tong - Managing Director an ...
EnerSys(ENS) - 2026 Q3 - Earnings Call Transcript
2026-02-05 15:02
EnerSys (NYSE:ENS) Q3 2026 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsAndrea Funk - EVP and CFOBrian Drab - Partner and Co-Group Head of IndustrialsLisa Hartman - VP of Investor RelationsShawn O'Connell - President of Energy Systems GlobalConference Call ParticipantsChip Moore - Managing Director and Senior Equity Research AnalystGreg Lewis - Managing Director and Senior Equity Research AnalystNoah Kaye - Managing Director and Senior AnalystOperatorHello, and thank you for standing by. ...
UGI (UGI) - 2026 Q1 - Earnings Call Transcript
2026-02-05 15:02
UGI (NYSE:UGI) Q1 2026 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsBob Flexon - President and CEOGabriel Moreen - Managing DirectorSean O’Brien - CFOTameka Morris - VP of Investor Relations and ESGConference Call ParticipantsPaul Zimbardo - Managing Director and Senior Equity Research Analyst on UtilitiesOperatorGood day, and thank you for standing by. Welcome to the UGI Corporation Q1 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the spea ...
Linde plc(LIN) - 2025 Q4 - Earnings Call Transcript
2026-02-05 15:02
Linde (NasdaqGS:LIN) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsJosh Spector - Executive Director of Chemicals Equity ResearchJuan Pelaez - Head of Investor RelationsMatt White - CFOSanjiv Lamba - CEOConference Call ParticipantsAbigail Eberts - Research AnalystArun Viswanathan - Research AnalystDan Rizzo - Stock AnalystDavid Begleiter - AnalystDuffy Fischer - Stock AnalystEric Boyes - AnalystJeffrey Zekauskas - AnalystJohn Roberts - Managing Director and Senior Equity AnalystKev ...
EnerSys(ENS) - 2026 Q3 - Earnings Call Transcript
2026-02-05 15:02
EnerSys (NYSE:ENS) Q3 2026 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsAndrea Funk - EVP and CFOBrian Drab - Partner and Co-Group Head of IndustrialsLisa Hartman - VP of Investor RelationsShawn O'Connell - President of Energy Systems GlobalConference Call ParticipantsChip Moore - Managing Director and Senior Equity Research AnalystGreg Lewis - Managing Director and Senior Equity Research AnalystNoah Kaye - Managing Director and Senior AnalystOperatorHello, and thank you for standing by. ...
MAXIMUS(MMS) - 2026 Q1 - Earnings Call Transcript
2026-02-05 15:02
Maximus (NYSE:MMS) Q1 2026 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsBruce Caswell - President and CEODavid Mutryn - CFOConference Call ParticipantsBrian Gesuale - AnalystCharlie Strauzer - AnalystOperatorGreetings, and welcome to the Maximus Fiscal 2026 First Quarter Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, pleas ...
KKR(KKR) - 2025 Q4 - Earnings Call Transcript
2026-02-05 15:02
KKR (NYSE:KKR) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsAlex Blostein - Managing DirectorBenjamin Budish - DirectorBrian Bedell - DirectorCraig Larson - Partner and Head of Investor RelationsCraig Siegenthaler - Managing DirectorMichael Cyprys - Managing DirectorPatrick Davitt - PartnerRob Lewin - CFOScott Nuttall - Co-CEOConference Call ParticipantsArnaud Giblat - Managing Director and Research AnalystBill Katz - Senior Equity AnalystBrennan Hawken - Senior Equity Research An ...
Aallstate(ALL) - 2025 Q4 - Earnings Call Transcript
2026-02-05 15:02
The Allstate Corporation (NYSE:ALL) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsAlister Gobin - Head of Investor RelationsJesse Edward Merten - CFOJohn Dugenske - President, Investments and Financial ProductsMario Rizzo - President,Property-LiabilityThomas J. Wilson - CEOConference Call ParticipantsBob Huang - AnalystC. Gregory Peters - AnalystDavid Motemaden - AnalystElyse Greenspan - AnalystJoshua Shanker - AnalystMichael Zaremski - AnalystRobert Cox - AnalystYaron Kinar - Anal ...