Dollar Tree (NasdaqGS:DLTR) 2025 Earnings Call Presentation
2025-10-15 16:30
Investor Day Break Evolving the Supply Chain for Store Growth Roxanne Weng | Chief Supply Chain Officer Building It to Last with Disciplined Growth and Returns Stewart Glendinning | Chief Financial Officer October 15, 2025 New York, NY Preliminary Disclosures: Full Presentation Will Be Published at Conclusion of Event Agenda Opening Remarks Bob LaFleur | SVP Investor Relations A New Era for Dollar Tree Mike Creedon | Chief Executive Officer Building an Ever-Changing, More Relevant Assortment Brent Beebe | I ...
Prologis(PLD) - 2025 Q3 - Earnings Call Presentation
2025-10-15 16:00
Company Overview - Prologis owns or has investments in properties and development projects expected to total approximately 13 billion square feet[9] - The company leases logistics facilities to approximately 6,500 customers[9] - Build out of land is $423 billion[10] Financial Highlights - Q3 2025 rental and other revenues reached $2064 million[25] - Q3 2025 strategic capital revenues were $150 million[25] - Annual NOI is $66 billion[13] - Strategic capital fees and promotes total $454 million[15] - Gross AUM is $215 billion[18] - Prologis Share AUM is $149 billion[24] - Value creation from stabilizations is $771 million[24] Geographic Distribution - The U S accounts for 85% of NOI[10] - Europe represents 9% of NOI[10] - Asia contributes 1% of NOI[10] - Other Americas account for 5% of NOI[10] - The U S constitutes 74% of gross AUM, while regions outside the U S account for 26%[19]
PNC(PNC) - 2025 Q3 - Earnings Call Presentation
2025-10-15 15:00
Financial Performance Highlights - Net income reached $1.8 billion, translating to $4.35 diluted earnings per share[7] - Total revenue increased by 4%[8] - Fee income (non-GAAP) saw a 9% increase[8] - Pretax, pre-provision earnings (PPNR) (non-GAAP) grew by 8%[8] - Return on average tangible common equity (ROTCE) (non-GAAP) stood at 16.8%[8] Balance Sheet and Capital - The Basel III CET1 Capital Ratio was 10.6%[8] - Total loans averaged $325.9 billion, a 1% increase compared to the linked quarter and a 2% increase year-over-year[15] - Total deposits averaged $431.8 billion, showing a 2% increase both compared to the linked quarter and year-over-year[15] Revenue and Expenses - Total revenue reached $5.915 billion, a 4% increase compared to the linked quarter and a 9% increase year-over-year[25] - Net interest income was $3.648 billion, up 3% from the linked quarter and 7% year-over-year[25] - Noninterest expense was $3.461 billion, a 2% increase compared to the linked quarter and a 4% increase year-over-year[25]
Brown-Forman (NYSE:BF.A) 2025 Earnings Call Presentation
2025-10-15 14:00
PRESENTER BIOGRAPHIES LAWSON WHITING President and Chief Executive Officer Prior to being appointed CEO, Lawson Whiting served as executive vice president and chief operating officer of Brown-Forman, where he oversaw regional operations, global production, and corporate responsibility. He has served on the company's Executive Leadership Team since 2013. I N V E S T O R D A Y | N A S H V I L L E , T N | O C T O B E R 2 0 2 5 3 In addition to serving on the board of directors for Brown-Forman, he serves on th ...
Bank7(BSVN) - 2025 Q3 - Earnings Call Presentation
2025-10-15 14:00
Consistently ranked by S & P Global Market Intelligence as one of the Top Performing Community Banks in the United States | Q | Q | C | 3 | 2 | 0 | 2 | 5 | 2 | 2 | 0 | 2 | 5 | % | ha | ng | e | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | $ | $ | To | l a | ta | ts | 1, | 8 | 9 | 1, | 4 | 3 | 5 | 1, | 8 | 3 | 6, | 3 | 4 | 6 | 3. | 0 | % | ss | e | | | | | To | ...
Equity Bank(EQBK) - 2025 Q3 - Earnings Call Presentation
2025-10-15 14:00
Exhibit 99.2 2025 3rd Quarter Financial Results October 14, 2025 Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements reflect the current views of the management of Equity Bancshares, Inc. ("Equity," "we," "us," "our," "the company") with respect to, among other things, future events, the expected benef ...
Morgan Stanley(MS) - 2025 Q3 - Earnings Call Presentation
2025-10-15 13:30
Third Quarter 2025 Earnings Results - Firm compensation expenses excluding DCP, which represents a non-GAAP financial measure, were: 3Q25: $7,142 million, 2Q25: $6,819 million, 3Q24: $6,457 million, 3Q25 YTD: $21,484 million, 3Q24 YTD: $19,309 million. - The End Notes are an integral part of this presentation. See pages 12 - 17 for Definition of U.S. GAAP to Non-GAAP Measures, Definitions of Performance Metrics and Terms, Supplemental Quantitative Details and Calculations, and Legal Notice. Consolidated Fin ...
First Horizon(FHN) - 2025 Q3 - Earnings Call Presentation
2025-10-15 13:30
Financial Performance - The company's net interest income (FTE) was $678 million, a 7% increase compared to 3Q24's $631 million[9] - Fee income remained at $215 million, a 7% increase compared to 3Q24's $200 million[9] - Adjusted EPS was $051, a 13% increase from 2Q25's $045 and a 21% increase from 3Q24's $042[9, 11] - Adjusted ROTCE was 150%, a 135bps increase from 2Q25[11] - Adjusted PPNR was $351 million, up 4% from 2Q25[11] Balance Sheet and Capital - Period-end loans totaled $631 billion, slightly down from 2Q25[7, 29] - Period-end deposits totaled $655 billion, a slight decrease from 2Q25[7, 25] - CET1 ratio remained at 110%, in line with the near-term target[7, 11, 49] - Tangible book value per share (TBVPS) increased to $1394, a 3% increase from 2Q25's $1357[7, 9, 52] Asset Quality - Net charge-offs decreased to $26 million, or 017% of total loans, down from $34 million in 2Q25[11] - Provision credit was $5 million, down from a $30 million expense in 2Q25[11] - ACL to loans ratio decreased to 138%[44]
Plumas Bancorp(PLBC) - 2025 Q3 - Earnings Call Presentation
2025-10-15 13:00
The statements contained herein that are not historical facts are forward-looking statements based on management's current expectations and beliefs concerning future developments and their potential effects on the Company. Such statements involve inherent risks and uncertainties, many of which are difficult to predict and are generally beyond our control. There can be no assurance that future developments affecting us will be the same as those anticipated by management. We caution readers that a number of i ...
ASML Holding(ASML) - 2025 Q3 - Earnings Call Presentation
2025-10-15 13:00
Financial Performance - ASML reported total net sales of €7.5 billion in Q3 2025[1] - The company's net income for Q3 2025 was €2.1 billion[1] - Gross margin for Q3 2025 was 51.6%[6] - Net system sales in Q3 2025 amounted to €5.6 billion[6] - Installed Base Management sales reached €2.0 billion in Q3 2025[6] - Net bookings for Q3 2025 were €5.4 billion, including €3.6 billion from EUV bookings[6] Outlook - ASML anticipates full-year 2025 total net sales growth of around 15% with a gross margin of approximately 52%[1] - Q4 2025 total net sales are expected to be between €9.2 billion and €9.8 billion[26] Market and Strategy - The semiconductor industry is projected to exceed $1 trillion in revenue by 2030, driven by AI adoption[4] - ASML sees an opportunity to achieve annual revenue between approximately €44 billion and €60 billion by 2030, with a gross margin between approximately 56% and 60%[4]