Brink(BCO) - 2024 Q2 - Earnings Call Presentation
2024-08-07 23:00
业绩总结 - 公司实现了创纪录的营收、调整后的EBITDA和每股收益[6][6][6] - 营收有机增长加速,达到14%[10] - 调整后的EBITDA增长16%,达到2.26亿美元,毛利率扩张200个基点,达到18.0%[6] - 每股收益增长31%,达到1.67美元[6] - 公司确认2024年指引,预计营收在5,075亿至5,225亿美元之间,调整后的EBITDA在9.35亿至9.85亿美元之间,每股收益在7.30至8.00美元之间,自由现金流在4.15亿至4.65亿美元之间[8] 北美地区表现 - 北美地区连续第二个季度实现两位数EBITDA增长,毛利率扩张360个基点[7] - 公司在北美地区持续改善利润率,自2018年以来EBITDA和毛利率均有显著提升[19] 其他地区表现 - AMS/DRS现在占公司过去12个月总营收的22%,营收持续增长[7] - 拉丁美洲地区营收下降1%,调整后EBITDA下降3%[77] - 欧洲地区营收增长8%,调整后EBITDA增长6%[79] - 世界其他地区营收下降%,调整后EBITDA下降4%[83] 财务状况 - 公司成功完成了2025年债券的再融资,提高了信用评级,延长和多样化了到期时间,增加了流动性[44] - 2024年第一季度计划提前偿还2025年债券,反映了公共债务的灵活性增加,排除了直到2027年到期的贷款摊销支付[47] - 通过回购超过722,000股股票,利用了6600万美元[53] - 预计2024年自由现金流目标为4.15亿至4.65亿美元,转换率约为46%[57] 未来展望 - 调整后的EBITDA为867亿美元,预计增长至935亿至985亿美元,增长约11%[62] - 自由现金流为393亿美元,预计增长至415亿至465亿美元,增长约12%[64] - 每股收益受到2023年市场证券出售非重复收益的影响,预计增长至7.30至8.00美元,增长约4%[65]
UFG(UFCS) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:58
业绩总结 - 第二季度2024年净保费收入为3.26亿美元,较去年同期增长9%[4] - 第二季度2024年综合比率为105.6%,较去年同期改善了27.4个百分点[5] - 核心商业和替代分销支持下,第二季度净保费收入增长9%[16] - 2024年第二季度固定收益投资收入同比增长19%[63] - 第二季度固定收益投资收入增长19%,受持续再投资和定向重组行动支持[63] - 第二季度固定收益投资收入增长19%,新资金收益率为5.6%,继续超过投资组合收益率[64]
International Money Express(IMXI) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:56
Second Quarter 2024 Earnings Presentation August 7, 2024 Safe Harbor Statement / Non-GAAP Financial Measures This press release contains certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, which reflect our current views concerning certain events that are not historical facts but could have an effect on our future performance, including but without limitation, statements regarding our plans, objectives, financial performance, business ...
Limbach(LMB) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:53
NASDAQ: LMB 2024 Q2 Earnings | August 2024 Investor Presentation Forward Looking Statements We make forward-looking statements in this presentation within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to expectations or forecasts for future events, including, without limitation, the execution of the Company's long-term strategic roadmap and Limbach 3.0. These statements may be preceded by, followed by or include the words "may," "might," "will," ...
Kornit Digital(KRNT) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:51
Kornit Digital (NASDAQ: KRNT) Second Quarter 2024 Earnings Conference Call Supporting Slides August 7, 2024 Kornit Digital. All Rights Reserved. Kornit Digital. All Rights Reserved. On Today's Call Ronen Samuel Lauri Hanover Jared Maymon CEO CFO Investor Relations Kornit Digital. All Rights Reserved. Safe Harbor This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and other U.S. securities laws. Forward-looking statements are char ...
Brookfield Asset Management .(BAM) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:35
Q2 SUPPLEMENTAL INFORMATION SECOND QUARTER ENDED JUNE 30, 2024 Brookfield Asset Management Overview BAM is a leading alternative asset manager with a 25-year track record of delivering strong, risk-adjusted returns by investing in high-quality assets, forming the backbone of the global economy | --- | --- | --- | |--------------------------|--------|-------------------------------------------------------------------| | Assets Under Management | $995B | Our Businesses by Fee-Bearing CapitalRenewable Power & ...
Global Medical REIT(GMRE) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:35
AL REIT f f f Y Wake Forest Baptist Health Infusion Services Outpatient Endoscopy 个 Parking patient pickup/drop ng Charlois BM Atrium Health – Winston-Salem, NC SECOND QUARTER 2024 EARNINGS SUPPLEMENTAL www.globalmedicalreit.com NYSE: GMRE TABLE OF CONTENTS Company Overview 3 Select Quarterly Financial Data 6 Business Summary 7 Portfolio Summary 8 Key Tenants 11 Debt and Hedging Summary 12 Total Capitalization and Equity Summary 14 Sustainability Summary 15 Condensed Consolidated Statements of Operations 16 ...
Astec Industries(ASTE) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:33
Second Quarter Earnings August 7, 2024 BUILT TO CONNECT Safe Harbor Certain statements contained in this presentation contain forward-looking statements within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such statements relate to, among other things, income, earnings, cash flows, changes in operations, operating improvements, businesses in which we operate and the United States and global ec ...
Radcom(RDCM) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:32
RADCOM Q2-2024 CONFERENCE CALL August 7th, 2024 AGENDA ▪ Introduction and safe harbor ▪ Hilik Itman, Interim Chief Executive Officer ▪ Hadar Rahav, Chief Financial Officer ▪ Q&A SAFE HARBOR PROVISION • Forward-looking statements in the conference call involve several risks and uncertainties, including, but not limited to, the Company's statements about 5G and launches, demand for the Company's products and services, sales opportunities, sales cycles, and pipeline, momentum, maintaining and increasing profit ...
Taboola.com(TBLA) - 2024 Q2 - Earnings Call Presentation
2024-08-07 22:32
INVESTOR PRESENTATION 2024 Forward-Looking Statements - Disclaimer Certain statements in this presentation are forward-looking statements, including our Q3 2024 and full-year 2024 guidance. Forward-looking statements generally relate to future events including future financial or operating performance of Taboola.com Ltd. (the "Company"). In some cases, you can identify forward-looking statements by terminology such as "may", "should", "expect","guidance", "intend", "will", "estimate", "anticipate", "believe ...