Sprouts Farmers Market(SFM) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:44
SPROUTS FARMERS MARKET Investor Deck April 2025 Forward-Looking Statements Certain statements in this presentation are forward-looking as defined in the Private Securities Litigation Reform Act of 1995. Any statements contained herein that are not statements of historical fact (including, but not limited to, statements to the effect that Sprouts Farmers Market, Inc. (the "Company") or its management "anticipates," "plans," "estimates," "expects," or "believes," or the negative of these terms and other simil ...
Clearway Energy(CWEN) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:42
Clearway Energy, Inc. First Quarter 2025 Results Presentation April 30, 2025 | Business | Update | Craig Cornelius, Chief Executive Officer | | --- | --- | --- | | Financial | Summary | Sarah Rubenstein, Chief Financial Officer | | Closing Remarks | | Craig Cornelius, Chief Executive Officer | 3 Business Update Safe Harbor This presentation contains 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. Such forward- ...
Spok(SPOK) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:42
First Quarter Earnings 04/30/2025 Fourth Quarter Earnings| 02.23.23 Safe Harbor Statement Statements contained herein or in prior press releases which are not historical fact, such as statements regarding our future operating and financial performance, are forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve risks and uncertainties that may cause our actual results to be materially different ...
Westwood(WHG) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:40
Investor Relations Presentation Westwood Holdings Group westwoodgroup.com 1 INTEGRITY | RELIABILITY | RESULTS Westwood Overview 2 I N T E G R I T Y | R E L I A B I L I T Y | R E S U L T S Westwood | Investing for the Future Firm Overview Westwood Holdings Group is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies along with white-glove trust and wealth services to institutional, intermediary and private wealth clients. Based in Texas, ...
Accuray(ARAY) - 2025 Q3 - Earnings Call Presentation
2025-04-30 20:39
Q3'FY25 Earnings Call Supplemental Presentation April 30, 2025 Forward-looking Statements This presentation is intended exclusively for investors. It is not intended for use in Sales or Marketing. Safe Harbor Statement Statements in this presentation (including the oral commentary that accompanies it) that are not statements of historical fact are forward-looking statements and are subject to the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements in ...
FormFactor(FORM) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:37
Company Overview - FormFactor has a global presence with approximately 2,200 employees [6] - The company manufactures over 115 million MEMS probes annually [6] - The company's trailing twelve months (TTM) revenue as of April 30, 2025, was $766 million [6, 7] Financial Performance - In 2024, FormFactor's revenue was $764 million [15] - The company's non-GAAP EPS in 2024 was $1.15 [15] - The non-GAAP gross margin in 2024 was 41.7% [15] - Free cash flow in 2024 was $83 million [15] - Q1 2025 revenue was $171.4 million with a gross margin of 39.2% and EPS of $0.23 [104] - Q2 2025 outlook projects revenue of $190 million +/- $5 million with a gross margin of 40.0% +/- 1.5% and EPS of $0.30 +/- $0.04 [104] Market and Growth - The served available market (SAM) for advanced probe cards and engineering systems is $2.75 billion [82] - The company is targeting $850 million in revenue with a non-GAAP EPS of $2.00 [83] - The advanced probe card market is projected to reach $2.6 billion in 2027 [76]
Morningstar(MORN) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:34
Financial Performance - Revenue increased by 72% to $5819 million in Q1 25, with organic revenue growth of 91%[13] - Adjusted Operating Income increased by 222% to $1354 million in Q1 25[13] - Free Cash Flow decreased by 12% to $588 million in Q1 25[13] - Morningstar Direct Platform revenue increased 13% to $1992 million, with organic growth of 42%[49,50] - PitchBook revenue increased 109% to $1637 million, with organic growth of 111%[57,58] - Morningstar Credit revenue increased 211% to $730 million, with organic growth of 232%[66,67] - Morningstar Retirement revenue increased 158% to $329 million, with organic growth of 158%[87,88] Segment Performance - Morningstar Wealth revenue increased 39% to $613 million, with organic growth of 79%[80,81] - Morningstar Indexes revenue increased 150% with organic growth of 157%[108] - Morningstar Sustainalytics revenue decreased 65% with organic decrease of 49%[108] Other Metrics - Direct Licenses increased by 06% to 18799[105] - PitchBook Licenses increased by 136% to 126285[107]
Redwood Trust(RWT) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:32
Cautionary Statement; Forward-Looking Statements This presentation contains forward-looking statements, including statements regarding our 2025 forward outlook and strategic priorities, key drivers to increase earnings, book value, and mortgage banking volumes, current target annualized non-GAAP EAD returns on equity, current target returns related to capital deployment opportunities and estimates of upside and potential earnings in our Redwood Investments segment from embedded discounts to par value on sec ...
Enovix (ENVX) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:26
Investor Presentation April 2025 Safe Harbor Statement Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including, without limitation, statements regarding our ability to build and scale our advanced silicon-anode lithium-ion battery; our production and commercialization plans, strategy and product development roadmap, including the readiness, performance, timing and customer qualification o ...
Deluxe(DLX) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:22
Q1 2025 Financial Performance - Total revenue reached $536.5 million, a 0.3% increase compared to Q1 2024[25] - Comparable adjusted revenue increased by 1.4% compared to Q1 2024[25] - Adjusted EBITDA increased by 3.4% to $100.2 million compared to Q1 2024[25] - Adjusted EBITDA margin increased by 40 basis points to 18.7% compared to Q1 2024[25] - Adjusted diluted EPS increased by 4.2% to $0.75 compared to Q1 2024[25] - Net income attributable to Deluxe was $14.0 million, or $0.31 per share, up from $10.8 million in Q1 2024[25,60] Segment Performance - Data Solutions revenue increased significantly by 29.3%[33] - Data Solutions adjusted EBITDA margin increased by 50 basis points to 25.5%[34] - Print segment revenue decreased by 4.0%[39] - Print segment adjusted EBITDA margin expanded by 120 basis points to 31.2%[41] Balance Sheet and Cash Flow - Net debt to adjusted EBITDA ratio remained at 3.6x[43] - Free cash flow increased significantly to $24.3 million, compared to $6.2 million in Q1 2024[43] 2025 Guidance - Revenue is projected to be between $2.090 billion and $2.155 billion, representing a comparable adjusted growth of -1% to +2%[46] - Adjusted EBITDA is expected to be between $415 million and $435 million, a growth of +2% to +7%[46] - Adjusted EPS is projected to be between $3.25 and $3.55, representing a growth of 0% to +9%[46] - Free cash flow is expected to be between $120 million and $140 million, a growth of +20% to +40%[46]