Trimble(TRMB) - 2024 Q2 - Earnings Call Presentation
2024-08-06 23:36
1 Trimble Inc. Second Quarter 2024 Earnings Summary © 2024 Trimble, Inc - All Rights Reserved Forward-Looking Statements Certain statements made in this presentation and any subsequent Q&A period are forward-looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are made pursuant to the safe harbor provisions of the Securities Litigation Reform Act of 1995. These statements include expectations about our future financial and operational results. These f ...
Viper(VNOM) - 2024 Q2 - Earnings Call Presentation
2024-08-06 23:35
Investor Presentation August 2024 Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act, which involve risks, uncertainties, and assumptions. All statements, other than statements of historical fact, including statements regarding Viper's: future performance; business strategy; future operations; estimates and projections of operating income, losses, costs and expenses, returns, cash flow ...
Crescent Energy Co(CRGY) - 2024 Q2 - Earnings Call Presentation
2024-08-06 23:32
Q2'24 Earnings Presentation August 2024 Disclaimer The information in this presentation relates to Crescent Energy Company (the "Company" or "CRGY") and contains information that includes or is based upon "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, included in this presentation, including statements ...
Hamilton Lane(HLNE) - 2025 Q1 - Earnings Call Presentation
2024-08-06 23:31
Fiscal Year 2025 First Quarter Results August 6, 2024 Today's Speakers Erik Hirsch Co-CEO Griff Norville Head of Technology Solutions Jeff Armbrister Chief Financial Officer John Oh Head of Shareholder Relations Hamilton Lane | Global Leader in the Private Markets 2 Period Highlights Business Performance • Assets under management and fee-earning assets under management were $130 billion and $68 billion, respectively, as of June 30, 2024, increases of 11% and 13%, respectively, compared to June 30, 2023 • Ma ...
Capital Southwest(CSWC) - 2025 Q1 - Earnings Call Presentation
2024-08-06 23:29
Capital Southwest Corporation Q1 2025 Earnings Presentation August 6, 2024 8333 Douglas Avenue, Suite 1100 | Dallas, Texas 75225 | 214.238.5700 | capitalsouthwest.com Important Notices • These materials and any presentation of which they form a part are neither an offer to sell, nor a solicitation of an offer to purchase, any securities of Capital Southwest. • These materials and the presentations of which they are a part, and the summaries contained herein, do not purport to be complete and no obligation t ...
Hagerty(HGTY) - 2024 Q2 - Earnings Call Presentation
2024-08-06 23:28
HAGERIY. Q2 III 2024 4nvestor Presentation SPEAKERS: McKeel Hagerty | Chief Executive Officer and Chairman Patrick McClymont | Chief Financial Officer FORWARD LOOKING STATEMENTS / NON-GAAP FINANCIAL MEASURES This presentation contains statements that constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts. These forward-looking statements reflect our current expectation ...
Rhythm(RYTM) - 2024 Q2 - Earnings Call Presentation
2024-08-06 23:26
Rhythm Pharmaceuticals Second Quarter 2024 Financial Results and Business Update August 6, 2024 ® © Rhythm® Pharmaceuticals, Inc. All rights reserved. On Today's Call ® 2 David Connolly, Executive Director of Investor Relations and Corporate Communications David Meeker, MD, Chair, President and Chief Executive Officer Jennifer Lee, Executive Vice President, Head of North America Yann Mazabraud, Executive Vice President, Head of International Hunter Smith, Chief Financial Officer Forward-looking Statements ® ...
Atlas Energy Solutions (AESI) - 2024 Q2 - Earnings Call Presentation
2024-08-06 23:26
公司概况 - Atlas Energy Solutions (NYSE: AESI) 的市值为 21 亿美元[8] - 生产能力约为每年 2800 万吨[9] - 资源寿命约为 75 年[9] 财务表现 - Q2'24 总销售额为 2.88 亿美元[27] - 调整后的 EBITDA 为 1500 万美元[29] - 净利润为 1500 万美元[30] - 季度收入为6100万美元,环比增长54%[48] - 公司销售额持续增长,2023年年度销售额达到6.14亿美元,年度销量达到11.0mmtpy[115] 项目进展 - Dune Express 项目进展良好,预计将于九月底完成[35] - Kermit 设施已恢复正常装载运营[43] - 公司与Kodiak Robotics合作,将新的Atlas高容量卡车配备Kodiak的自动驾驶技术[44] - 公司拥有2个活跃的Drop Depots,并正在评估另外两个位置[46] 技术创新 - 公司拥有高质量、差异化的资产基础,拥有最先进的资源和水资源,最大程度提高效率[53] - 公司拥有OnCore分布式采矿网络,为客户提供操作灵活性,节约成本[92] - OnCore的分布式采矿网络已经扩展到8个矿区,计划在Q3'24部署第九个矿区[94] 运输和环保 - Atlas Energy Solutions (NYSE: AESI) 在数字供应链方面取得了重大进展,以提高供应链效率[161] - Atlas Energy Solutions (NYSE: AESI) 的 Dune Express 预计将减少驾驶里程,交通事故率和排放量[190] - Atlas Energy Solutions (NYSE: AESI) 的 Dune Express 预计将减少排放量约70%相对于 Winkler Trend 的交付[192] - Atlas Energy Solutions (NYSE: AESI) 的 Dune Express 将成为第一个运输砂浆的长距离传送带[196]
Vista Outdoor(VSTO) - 2025 Q1 - Earnings Call Presentation
2024-08-06 23:26
业绩总结 - Vista Outdoor Inc. 在2025财年第一季度Revelyst冒险运动部门销售额为2.74亿美元,同比下降14%[29] - Revelyst户外表现部门销售额为1.27亿美元,同比下降12%[29] - Revelyst精准体育技术部门销售额为9000万美元,同比下降16%[29] - Revelyst冒险运动部门的毛利为8100万美元,毛利率为30%[29] - Revelyst冒险运动部门的调整后EBITDA为1600万美元,EBITDA率为6%[29] - Kinetic Group在2025财年第一季度销售额为3.7亿美元,同比下降2%[75] - Kinetic Group的调整后EBITDA为1.11亿美元,利润率为30%[75] - Revelyst在2025财年第一季度销售额为2.74亿美元,同比下降14%[113] - Revelyst的调整后EBITDA为1.6亿美元,利润率为6%[113] 未来展望 - 我们计划继续战略扩张,以实现长期目标和战略[43] - 我们有信心在2025财年将独立调整后的EBITDA翻倍,并且长期来看,Revelyst的独立调整后的EBITDA利润率将达到中等水平[54] - 我们预计在2025财年通过GEAR Up节约2500万至3000万美元的成本,并在2027财年实现1亿美元的成本节约[122] - Revelyst预计通过GEAR Up成本节约实现调整EBITDA扩张[134] 新产品和新技术研发 - Foresight Sports与Volition America的许可协议和产品合作即将推出[40] - Revelyst公司FY25年度销售指导范围为14.25亿至14.75亿美元[135] - Revelyst公司FY25年度调整自由现金流指导范围为1.3亿至1.6亿美元[136] 市场扩张和并购 - 我们看到GEAR Up取得了巨大进展和积极动力,并在2025财年第一季度实现了500万美元的实现成本节约[122] - Vista Outdoor公司FY25年度销售指导范围为26.65亿至27.75亿美元[127] - Vista Outdoor公司FY25年度调整自由现金流指导范围为4.1亿至4.9亿美元[128] - Vista Outdoor公司FY25年度调整每股收益指导范围为3.6至4.5美元[130] - The Kinetic Group预计有效税率约为25%[133] - Vista Outdoor公司调整每股收益指导范围为3.6至4.5美元[142]
Mueller Water Products(MWA) - 2024 Q3 - Earnings Call Presentation
2024-08-06 23:25
Where Intelligence Meets Infrastructure® Earnings Conference Call 2024 Third Quarter June 30, 2024 August 6, 2024 These slides are not intended to be a stand-alone presentation, but are for use in conjunction with the earnings call Non-GAAP Measures In an effort to provide investors with additional information regarding the Company's results as determined by accounting principles generally accepted in the United States ("GAAP"), the Company also provides non-GAAP information that management believes is usef ...