业绩总结 - 公司第二季度2024销售额为4.33亿美元，调整后自由现金流为3.4亿美元[6] - 2024年6月30日结束的三个月中，净收入为5,600万美元，稀释每股收益为0.67美元，经营活动提供的现金为2,300万美元[7] - 公司拥有10.1亿美元的滚动十二个月调整后自由现金流，5.61亿美元的流动性，净债务与调整后息税折旧摊销前利润比率为1.4倍[14] - 2024财年销售额预期为16.1亿至16.75亿美元，调整后息税折旧摊销前利润率为18.25%至19.25%，调整后每股收益为2.15至2.40美元[28] - 调整后息税折旧摊销前利润率为21.4%，调整后每股收益为0.71美元[26]

Second Quarter 2024 Earnings August 2, 2024 Cautionary statement The statements in this presentation relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. When used in this presentation, the words "estimate," "believe," "continue," "could," "intend," "may," "plan," "potential," "pre ...

NEWMARK Newmark Group, Inc. (Nasdaq: NMRK) Second Quarter 2024 Financial Results Presentation August 2, 2024 Property Type: Various NMRK.COM Disclaimers Discussion of Forward-Looking Statements References in this document to "we," "us," "our," the "Company" and "Newmark" mean Newmark Group, Inc., and its consolidated subsidiaries. Statements in this document regarding Newmark that are not historical facts are "forward-looking statements" that involve risks and uncertainties, which could cause actual results ...

ESSENT GROUP LTD. | NYSE: ESNT © 2024 Essent Group Ltd. All rights reserved. | essentgroup.com | 1 ESSENT GROUP LTD. INVESTOR PRESENTATION 2Q24 NYSE: ESNT August 2, 2024 Disclaimer This presentation may include "forward-looking statements" which are subject to known and unknown risks and uncertainties, many of which may be beyond our control. Forward-looking statements generally can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "plan," "anticipate," "beli ...

财务数据 - 第二季度，Ares Management Corporation的GAAP净收入为9490万美元[2] - 第二季度，Ares Management Corporation的基本和稀释每股收入为0.43美元[2] - 第二季度，Ares Management Corporation的税后实现收入为3.32亿美元[3] - 第二季度，Ares Management Corporation的税后实现收入每股为0.99美元[3] - 第二季度，Ares Management Corporation的管理费为7.217亿美元[16] - 第二季度，Ares Management Corporation的费用相关业绩收入为2.16亿美元[16] - 第二季度，Ares Management Corporation的费用相关收入为3.245亿美元[16] - 第二季度，Ares Management Corporation的实现收入为3.632亿美元[16] - 第二季度，Ares Management Corporation的总资产管理规模为4472亿美元[17] - 第二季度，Ares Management Corporation的可用资本为1,221亿美元[17] - 2024年第二季度，公司管理费为7.21亿美元，较2023年同期的6.15亿美元增长17.6%[32] - 2024年前两个季度，公司总收入为14.96亿美元，较去年同期的19.07亿美元下降21.5%[32] - 2024年第二季度，公司净收入为2.76亿美元，较去年同期的3.32亿美元下降16.9%[32] - 2024年第二季度，公司长期资本为1.16万亿美元，较去年同期增长17%[43] 资产管理 - 截至2024年6月30日，公司未产生管理费的资产为834亿美元，较去年同期增长29%[56] - 公司未来可部署的未产生管理费的资产中，美国直接贷款基金占316亿美元，欧洲直接贷款基金占143亿美元[60] - 2024年第二季度，公司总资产管理规模为447.2亿美元，较去年同期增长18%[39] - 2024年第二季度，公司长期资本中，87%来自永续资本或长期基金[48] - 2024年第二季度，公司管理费中，95%来自永续资本或长期基金[48] - 在2024年第二季度，公司总资产管理规模（AUM）达到3231亿美元，较去年同期增长22%[90] 资本部署 - 公司在2024年第二季度总共部署了264亿美元的资本，主要集中在美国直接贷款、欧洲直接贷款、流动信贷和替代信贷领域[88] - 2024年第二季度，公司的净资本部署总额为264亿美元，较去年同期的126亿美元增长了69%[90] - 公司在2024年第二季度的净资本部署中，美国直接贷款、欧洲直接贷款、流动信贷和替代信贷领域的资本部署占比较大[88] - 公司在2024年第二季度的资本部署中，美国直接贷款占比最高，达到123亿美元[88] - 公司在2024年第二季度的资本部署中，欧洲直接贷款、流动信贷和替代信贷分别达到31亿美元、27亿美元和25亿美元[88] 公司股权 - 2024年6月30日，Ares经营集团由Ares管理公司持有的加权平均比例为63.21%，2023年为60.37%[1]

业绩总结 - 公司2024年第二季度ROAE回升至20.7%，年初至今ROAE在指导范围内[1] - 季度净利润归属股东增长71.2%，达到217,724百万智利比索[2] - 预计2024全年净利息收入为6.61亿比索，较去年同期增长9.0%[3] - 预计2024全年净息差为3.3%至3.5%[4] - 预计2024年全年信用成本率约为1.3%[5] 贷款情况 - 零售贷款稳步增长，商业贷款在本季度收缩[6] - 不良贷款率持续上升，截至2024年6月，商业贷款不良率为1.7%[7] 资产负债表 - 公司资产总额在2024年6月相比于2023年12月下降了3.7%[8] - 公司负债总额在2024年6月相比于2013年12月下降了3.6%[9] - 公司净利润在2024年6月相比于2023年12月增长了28.6%[10] 费用和收入 - 数字平台推动客户增长和手续费收入增长，2024年第二季度手续费和金融交易额为220.9亿比索[11] - 费用和佣金收入在2024年6月相比于2023年12月增长了6.7%[12] 股息政策 - 2024年将提高股息准备金比例，将历史股息支付比例从30%提高至60%[13] 资本和风险 - 核心资本和BIS比率稳健，截至2024年6月，BIS比率为17.4%[14]

2Q Investor Presentation Earnings Summary July 31, 2024 1 2 Cautionary Note Regarding Forward-Looking Statements This presentation contains certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by words such as "expects," "intends," "anticipates," "plans," "believes," "seeks," "estimates," "will" or words of similar meaning and include, but are not limited to, statements regarding the outlook for the comp ...

业绩总结 - 强劲的财务业绩，由运营效率和移动业务以及B2B业务的增长推动[7] - EBITDA年同比增长20%（有机增长）[9] - 集团Q2 2024服务收入增长3.7%至348百万美元[68] - 集团Q2 2024营业利润同比增长74.1%至345百万美元[111] - 集团Q2 2024净利润为78百万美元，每股收益为0.46美元[111] 用户数据 - 移动服务收入年同比增长7.3%[17] - 后付费用户增长推动移动服务收入[18] 未来展望 - B2B接近十亿美元目标[27] 新产品和新技术研发 - 家庭基础更加稳固，推动回归正增长[24] 市场扩张和并购 - 哥伦比亚创下纪录的EBITDA利润率[33] - 哥伦比亚EBITDA增长54.6%，达到141百万美元[81] 负面信息 - 危地马拉持续改善[42]

HERTZ GLOBAL HOLDINGS INC. Q2 2024 EARNINGS PRESENTATION August 1, 2024 IMPORTANT DISCLOSURES FORWARD-LOOKING STATEMENTS Certain statements made within this presentation contain forward-looking statements. Forward-looking statements are not guarantees of future performance and by their nature are subject to inherent uncertainties. Actual results may differ materially. Any forward-looking information relayed in this presentation speaks only as of August 1, 2024, and Hertz Global Holdings, Inc. ("Hertz" or th ...

Utz Brands, Inc. Second Quarter 2024 Earnings Presentation August 1, 2024 Swap out image Disclaimer Forward-Looking Statements Certain statements made herein are not historical facts but are "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended. The forward-looking statements generally are accompanied by or include, without limitation, statements such as "will", "expect", "intends", "goal" or other similar words, p ...