科佩斯控股(KOP)
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Koppers Holdings(KOP) - 2023 Q4 - Annual Results
2024-02-28 21:17
Exhibit 99.1 Koppers Holdings Inc. 436 Seventh Avenue Pittsburgh, PA 15219-1800 Tel 412 227 2001 www.koppers.com News Release FOR IMMEDIATE RELEASE For Information: Quynh McGuire, Vice President, Investor Relations 412 227 2049 McGuireQT@koppers.com Koppers Reports Fourth Quarter and Full-Year 2023 Results; Provides 2024 Outlook Record Fourth-Quarter Sales of $513.2 Million vs. $482.6 Million in Prior Year Quarter Record Year Sales of $2.15 Billion vs. $1.98 Billion in Prior Year Record Operating Profit of ...
Koppers Holdings(KOP) - 2023 Q3 - Earnings Call Transcript
2023-11-04 05:30
财务数据和关键指标变化 - 公司第三季度实现销售收入5.5亿美元,创历史第三季度新高,连续第8个季度创下当季销售收入纪录 [19] - 公司第三季度实现调整后EBITDA7100万美元,创历史第三季度新高,连续第5个季度创下当季调整后EBITDA纪录 [20] - 公司第三季度实现每股摊薄收益1.22美元,上年同期为0.91美元;实现调整后每股收益1.32美元,上年同期为1.19美元 [22] - 公司第三季度实现经营活动现金流81.6百万美元,创历史第三季度新高,上年同期为46.2百万美元 [21] 各条业务线数据和关键指标变化 铁路产品与服务(RUPS) - RUPS业务第三季度销售收入增加13%至2.34亿美元,主要由于价格上涨和交叉枕及电力杆销量增加 [38][39] - RUPS业务第三季度调整后EBITDA增加至2500万美元,主要由于价格上涨和产能利用率提高 [40][41] 性能化学品(PC) - PC业务第三季度销售收入增加17%至1.79亿美元,主要由于全球价格上涨10%和销量增加7% [42][43] - PC业务第三季度调整后EBITDA增加至3500万美元,主要由于价格上涨和销量增加 [43][44] 碳材料与化学品(CM&C) - CM&C业务第三季度销售收入下降22%至1.37亿美元,主要由于价格下降24%和销量下降 [45][46] - CM&C业务第三季度调整后EBITDA下降至1000万美元,主要由于价格和销量下降 [46] 各个市场数据和关键指标变化 - 公司预计2023年销售收入约21亿美元,其中RUPS和PC业务预计收入将增加,CM&C业务预计略有下降 [86] - 公司预计2023年调整后EBITDA在2.53亿美元至2.57亿美元之间,主要由于公用事业杆业务强劲表现带动RUPS业绩,以及PC业务实现更高价格和销量 [87] 公司战略和发展方向及行业竞争 - 公司正在探索新的选择以确保铁路产品与服务(RPS)业务的公平定价,包括利用部分资产为电力杆市场提供服务,以及考虑出售部分或全部枕木处理业务 [77][78][79] - 公司正在提高碳材料与化学品(CM&C)业务的灵活性,通过将蒸馏过程中的30%馏分转化为高品质焦炭,以应对煤焦油市场供给收缩的压力 [82][83][84][85] 管理层对经营环境和未来前景的评论 - 管理层认为公司正处于盈利和现金流的拐点,随着之前的投资项目陆续投产,预计未来三年内将实现从2.28亿美元到3亿美元的调整后EBITDA目标 [92][93] - 管理层表示,尽管铁路产品与服务(RPS)业务面临挑战,但公司多元化的业务模式使其整体业绩保持强劲 [98][99][100] 问答环节重要的提问和回答 问题1 **Gary Prestopino 提问** 询问铁路产品与服务(RPS)业务价格上涨受阻的原因 [96][97] **Leroy Ball 回答** 公司长期合同限制了价格调整能力,加上铁路行业变革和疫情导致成本大幅上升,公司正在与客户协商以维持健康的供应关系 [98][99][100] 问题2 **Liam Burke 提问** 询问碳材料与化学品(CM&C)业务的利润率前景 [111][112] **Leroy Ball 回答** 预计CM&C业务利润率将保持在10%-15%区间,未来有望进一步提升至12%-18%,主要得益于新的高品质焦炭产品的投产 [116][117]
Koppers Holdings(KOP) - 2023 Q3 - Quarterly Report
2023-11-04 00:25
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 Commission file number 1-32737 KOPPERS HOLDINGS INC. (Exact name of registrant as specified in its charter) Pennsylvania 20-1878963 (State of incorporation) (IRS Employer Identification No.) 436 Seventh Avenue Pittsburgh, Pennsylvania 15219 (Address of principal executive offices) (412) 227- ...
Koppers Holdings(KOP) - 2023 Q2 - Earnings Call Transcript
2023-08-05 00:35
Koppers Holdings Inc. (NYSE:KOP) Q2 2023 Earnings Conference Call August 3, 2023 11:00 AM ET Company Participants Quynh McGuire - Vice President, Investor Relations Leroy Ball - President & Chief Executive Officer Jimmi Sue Smith - Chief Financial Officer Conference Call Participants Liam Burke - B. Riley FBR Gary Prestopino - Barrington Research Operator Good morning ladies and gentlemen. Thank you for standing by. Welcome to Koppers Second Quarter 2023 Earnings Conference Call and Webcast. At this time, a ...
Koppers Holdings(KOP) - 2023 Q2 - Earnings Call Presentation
2023-08-04 08:32
Q2 2023 Results 1 Forward-Looking Statement Certain statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and may include, but are not limited to, statements about sales levels, acquisitions, restructuring, profitability and anticipated synergies, expenses and cash outflows. All forward-looking statements involve risks and uncertainties. All statements contained herein that are not clearly historical in nature are forward- ...
Koppers Holdings(KOP) - 2023 Q2 - Quarterly Report
2023-08-04 00:07
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 Commission file number 1-32737 KOPPERS HOLDINGS INC. (Exact name of registrant as specified in its charter) Pennsylvania 20-1878963 (State of incorporation) (IRS Employer Identification No.) 436 Seventh Avenue Pittsburgh, Pennsylvania 15219 (Address of principal executive offices) (412) 227-2001 ...
Koppers Holdings (KOP) Investor Presentation - Slideshow
2023-05-26 23:42
KOPPERS ) 1 May 2023 Investor Presentation Forward-Looking Statement Certain statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and may include, but are not limited to, statements about sales levels, acquisitions, restructuring, profitability and anticipated synergies, expenses and cash outflows. All forward-looking statements involve risks and uncertainties. All statements contained herein that are not clearly historic ...
Koppers Holdings(KOP) - 2023 Q1 - Earnings Call Presentation
2023-05-06 05:03
KOPPERS Q1 2023 Results K Forward-Looking Statement Certain statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and may include, but are not limited to, statements about sales levels, acquisitions, restructuring, profitability and anticipated synergies, expenses and cash outflows. All forward-looking statements involve risks and uncertainties. All statements contained herein that are not clearly historical in nature are ...
Koppers Holdings(KOP) - 2023 Q1 - Earnings Call Transcript
2023-05-06 04:16
Koppers Holdings Inc. (NYSE:KOP) Q1 2023 Earnings Conference Call May 5, 2023 11:00 AM ET Company Participants Quynh McGuire – Vice President-Investor Relations Leroy Ball – President and CEO Jimmi Sue Smith – Chief Financial Officer Conference Call Participants Liam Burke – B. Riley Gary Prestopino – Barrington Research Operator Good morning, ladies and gentlemen. Thank you for standing by. Welcome to Koppers’ First Quarter 2023 Earnings Conference Call and Webcast. [Operator Instructions] I will now turn ...
Koppers Holdings(KOP) - 2023 Q1 - Quarterly Report
2023-05-05 23:55
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 Commission file number 1-32737 KOPPERS HOLDINGS INC. (Exact name of registrant as specified in its charter) Pennsylvania 20-1878963 (State of incorporation) (IRS Employer Identification No.) 436 Seventh Avenue Pittsburgh, Pennsylvania 15219 (Address of principal executive offices) (412) 227-2001 ...