业绩总结 - 2Q24净可归属利润为2,794百万欧元，同比增长37%[31] - 6M24净可归属利润为4,994百万欧元，同比增长37%[32] - 2Q24核心收入（净利息收入+手续费）同比增长23.4%[25] - 6M24净利息收入同比增长20%[33] - CET1比率为12.82%，高于目标范围11.5%-12.0%[16] - ROE为19.1%，ROTE为20.0%[19] 业务表现 - 西班牙和墨西哥的业绩表现强劲，持续受到活动增长的支持[46][50] - 数字渠道推动新客户增长，数字渠道占比为67%[78] - 可持续业务累计金额为自2018年以来的46亿欧元，年增长率为37%[81] 贷款和资产质量 - 2Q24总贷款增长率为10.7%[25] - 公司总贷款增长率为8.3%[55] - 金融资产减值为2Q24 13亿欧元，较去年同期增长[70] - 风险成本为6M24 3.8%，较去年同期有所增长[71] - 不良贷款为十一亿欧元[72] - 不良贷款率和覆盖率分别为Jun-23至Jun-24[73] 费用和效率 - 通货膨胀率为21.3%，12个月平均增长率为+30.5%[66] - 营业费用增长率为+19.5%[66] - 效率比率为39.3%，较去年同期下降362个基点[68] 分支业务表现 - TL贷款在2Q中略有下降，重点放在出口贷款增长上[131] - 哥伦比亚NAP得到支持，净利息收入增长强劲，费用降低，CoR保持不变[142] - 秘鲁NAP表现积极，收入增长受到活动和费用降低的支持，基础准备需求环比稳定[143]

INVESTOR PRESENTATION Second Quarter 2024 Forward-Looking Statements In this presentation, the Company and its management discuss and make statements based on currently available information regarding their intentions, beliefs, current expectations, and projections of, among other things, the Company's future performance, economic or market conditions, including current levels of inflation, changes in interest rates, labor market expectations, catastrophic events or geo-political conditions, legislative or ...

Half Year 2024 Earnings Presentation August 1, 2024 IMPORTANT LEGAL INFORMATION AND CAUTIONARY STATEMENTS CONCERNING FORWARD-LOOKING STATEMENTS AND THE USE OF NON-GAAP FINANCIAL MEASURES GIE_AXA_Confidential Certain statements contained herein may be forward-looking statements including, but not limited to, statements that are predictions of or indicate future events, trends, plans, expectations or objectives, and other information that is not historical information. Forward-looking statements are generally ...

Alliant Energy Corporation Q2 2024 Earnings Call August 2, 2024 Cautionary Statements Forward-looking Statements The information regarding forecasted earnings per share, forecasted effective income tax rates, financing plans, and regulatory plans contain forward-looking statements. Actual results could differ materially because the realization of those results is subject to many uncertainties, including: the state of the economy in the service territories of IPL and WPL; state and federal legislation and re ...

Third Quarter Fiscal 2024 Earnings Review August 2, 2024 www.matw.com | Nasdaq: MATW Joseph C. Bartolacci President and Chief Executive Officer Steven F. Nicola Chief Financial Officer Any forward-looking statements contained in this presentation are included pursuant to the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements regarding the expectations, hopes, beliefs, intentions or strategies of the C ...

SECOND QUARTER 2024 EARNINGS PRESENTATION August 1, 2024 2 Use of non-GAAP financial measures: This presentation includes certain non‐GAAP financial measures intended to supplement, not substitute for, comparable GAAP measures. Reconciliations of non‐GAAP financial measures to GAAP financial measures are provided within the Appendix to this presentation. Investors are urged to consider carefully the comparable GAAP measures and the reconciliations to those measures provided. The company does not attempt to ...

Pharming Group N.V. Second quarter and first half 2024 financial results and business update August 1, 2024 NASDAQ: PHAR | EURONEXT Amsterdam: PHARM SPEAKERS Sijmen de Vries, MD Stephen Toor Chief Executive Officer Chief Commercial Officer Anurag Relan, MD Chief Medical Officer Jeroen Wakkerman Chief Financial Officer Forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements are statements of future expectations that are based on management's current exp ...

公司财务状况 - 公司股东权益为12364亿美元，较上一季度增长492亿美元[1] - 公司债务/股东权益比率为1.06倍，较上一季度增长0.07倍[2] - 公司总资产为26092百万美元，较上一季度增长[6] - 公司净资产每股为19.61美元，较上一季度略有增长[7] 投资组合情况 - 公司投资组合为250亿美元，拥有525家投资组合公司[8] - 投资组合中，一级抵押优先担保贷款占比50%，二级抵押优先担保贷款占比12%[3] - 投资组合中，浮动利率占比69%，固定利率占比13%[4] - 投资组合中，软件和服务行业占比最大，其次为医疗保健服务和商业专业服务[10] 公司业务展望 - 公司投资组合活动中，2024年第一季度和第二季度的资产类别分布有所变化，需关注[11] - 公司在私募股权领域有着较高的承诺和退出比例，需密切关注[12] - 公司房地产业务占据了投资组合的71%[13] - 投资组合中的Portfolio Company EBITDA和Credit Statistics显示出稳定增长趋势[17]

财务数据 - 公司在第二季度的 GAAP 运营费用为 24.6 亿美元[1] - 公司在第二季度的现金运营支出为 22.1 亿美元[2] - 公司在第二季度的资本支出为 3.7 亿美元[3] - 公司在第二季度结束时的流动性为 2.947 亿美元[4] - 公司更新了 2024 年全年的现金使用指导范围，预计总现金使用量为 1 亿至 1.2 亿美元[5] - 公司预计全年运营现金使用量为 0.85 亿至 0.95 亿美元[6] - 公司预计全年资本支出为 1.5 亿至 2.5 亿美元[7] - 公司预计强劲的资产负债表将为公司提供资金流动性，直至 2027 年[8] 公司目标 - 公司的 2024 年目标包括提高资本效率、吸引顶尖人才、继续向 EV、UAM 和无人机合作伙伴交付 Li-Metal 电池，并引领电池行业的人工智能转型[9] SES AI 公司财务数据 - SES AI 公司截至2024年6月30日的现金及现金等价物为54816千美元，较上一年底减少31155千美元[10] - SES AI 公司2024年上半年研发支出为15057千美元，较去年同期增加11910千美元[11] - SES AI 公司2024年上半年净亏损为19897千美元，较去年同期增加6709千美元[12] - SES AI 公司2024年上半年每股亏损为0.06美元，较去年同期增加0.02美元[13] - SES AI 公司2024年上半年现金流出自营业活动为31071千美元，较去年同期减少206千美元[14] - SES AI 公司2024年上半年现金流入投资活动为547千美元，较去年同期增加570千美元[15] - SES AI 公司2024年上半年现金流入融资活动为128千美元，较去年同期增加51千美元[16] - SES AI 公司2024年上半年净现金减少30897千美元，较去年同期减少24484千美元[17] - SES AI 公司2024年上半年应付账款和与购买固定资产相关的应计费用为2081千美元，较去年同期减少1796千美元[18] - SES AI 公司2024年上半年获得的短期投资的摊销收入为3889千美元，较去年同期减少1962千美元[19]

| --- | --- | |-------------------------------------------------------------------------------------|-------| | MasTec Second Quarter 2024 Earnings Call Presentation August 2, 2024 NYSE: MTZ | | | | | | | | Safe Harbor Statement Intrastructure that Octivers This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. Forward-looking statements include, but are not limited to, statements relating to expectations regarding the future financial and o ...