1 2Q 2024 Business Update & Supplementary Information Safe Harbor Statement This presentation includes forward-looking statements, which are statements other than statements of historical facts, and statements in the future tense. These statements include, but are not limited to, statements regarding our future performance, including expected financial results for the third quarter of 2024, planned operating expense and cash flow levels for the full year of 2024, and our expectations for operational achieve ...

Investor Presentation July 31, 2024 Disclaimer This presentation includes express and implied forward-looking statements. All statements contained in this presentation other than statements of historical facts, including expectations of Confluent, Inc. ("we," "us," "our," or "Confluent") regarding our revenue, revenue mix, revenue growth, expenses and other results of operations; total customers; net dilution; operating margins and margin improvements, targeted or anticipated margin levels; future financial ...

业绩总结 - Q2 2024有机预订和有机收入分别增长了19%和13%[12] - Q2 2024末的订单备货为75亿美元，比2023年年底的69亿美元增长了8%[14] - Q2 2024的有机收入同比增长了13%[22] - Q2 2024的调整后EBITDA边际提高了140个基点[25] - Q2 2024的调整后运营边际提高了140个基点[28] - 2024年预计有机收入增长率为10%，包括约1个百分点的并购和约1个百分点的外汇影响[45] - 预计2024年第三季度有机增长率约为8.5%[46] - 预计2024年自由现金流将达到或超过调整后净收益的100%[51] - 2024年预计将部署约25亿美元[66] - 预计2024财年有机收入将增长8%至9%[93] 用户数据 - 美国和欧洲市场预计在2024年将继续表现优异[69] - 2023年至2024年，美洲和欧洲市场的运输市场预期增长高达25%[75] - 预计2024年北美冷藏拖车市场将下降，但2025年至2029年将保持强劲[79] 未来展望 - 预计2024年调整后每股收益约为10.80美元，比之前的10.40至10.50美元的预期增长了约20%[46] - 预计2024年有机收入增长约为10%[45] - 公司的可持续性战略将继续推动长期增长[86] 新产品和新技术研发 - 公司将继续致力于减少碳排放，实现碳中和运营[111] - 公司的2030年承诺包括减少一吉瓦碳排放[112] 市场扩张和并购 - 2024年预计有机收入增长率为10%，包括约1个百分点的并购和约1个百分点的外汇影响[45] 负面信息 - 亚太地区2024年Q2有机收入同比下降1%[153]

NYSE: WEAV Weave Overview Q2 2024 2 Safe Harbor Statement This presentation has been prepared by Weave Communications, Inc. ("Weave", "we", "us", or "our") for informational purposes only and not for any other purpose. This presentation contains "forward-looking statements" within the Private Securities Litigation Reform Act of 1995 that are based on our management's current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of o ...

2Q24 Financial Results Forward-Looking Statements; Non-GAAP Information This presentation contains forward-looking information and statements, within the meaning of applicable securities laws (collectively, "forward-looking statements"), including, but not limited to, statements regarding future prospects and performance of Bausch + Lomb Corporation ("Bausch + Lomb", the "Company", "we", "us", or "B+L") (including the Company's 2024 full-year guidance), our anticipated roadmap to accelerate growth and the s ...

Mastercard Incorporated Second Quarter 2024 Financial Results Conference Call July 31, 2024 Business Update Business Highlights Financial Overview ©2024 Mastercard July 31, 2024 2 Michael Miebach: FINAL 2nd Quarter Selected Financial Performance ($ in millions, except per share data) | --- | --- | --- | --- | --- | |---------------------------|----------|----------|-------------|------------------| | | 2Q 24 | 2Q 23 | | YOY Growth | | | Non-GAAP | Non-GAAP | As adjusted | Currency-neutral | | Net revenue | ...

1 Q2 2024 Earnings Review July 31, 2024 Safe Harbor Statement Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 Statements made in this news release for PNM Resources, Inc. ("PNMR"), Public Service Company of New Mexico ("PNM"), or Texas-New Mexico Power Company ("TNMP") (collectively, the "Company") that relate to future events or expectations, projections, estimates, intentions, goals, targets, and strategies, including any unaudited financial results and earnings guidance, ...

W. P. Carey Inc. Investor Presentation 2Q24 50+ Years of Investing for the Long Run® Table of Contents Overview Real Estate Portfolio Balance Sheet ESG 3 7 19 23 Unless otherwise noted, all data in this presentation is as of June 30, 2024. Amounts may not sum to totals due to rounding. (W. P. C A R E Overview 3 4 Company Highlights W. P. Carey (NYSE: WPC) is a REIT that specializes in investing in single-tenant net lease commercial real estate, primarily in the U.S. and Northern and Western Europe Size One ...

Ryerson Quarterly Release Presentation Q2 20241 Important Information About Ryerson Holding Corporation These materials do not constitute an offer or solicitation to purchase or sell securities of Ryerson Holding Corporation ("Ryerson" or "the Company") or its subsidiaries and no investment decision should be made based upon the information provided herein. Ryerson strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at https://ir.ryerson.com/financials/se ...

业绩总结 - Modine在2025财年第一季度实现了净销售6.615亿美元，毛利润为1.626亿美元，毛利率为24.6%[40] - 性能技术部门的调整后EBITDA增长了25%，调整后EBITDA利润率为14%[15][16] - 气候解决方案部门的净销售额从Q1 FY24的2.867亿美元增长至Q1 FY25的3.573亿美元[20] - Modine预计2025财年净销售增长6%至11%，调整后EBITDA为3.75亿至3.95亿美元，调整后每股收益为3.65至3.95美元[49] 用户数据 - Climate Solutions部门2024年第二季度净销售额为3.572亿美元，同比增长10%[76] - 性能技术部门的净销售额从Q1 FY24的3.431亿美元下降至Q1 FY25的3.090亿美元[30] 未来展望 - Modine预计2025财年净销售增长6%至11%，调整后EBITDA为3.75亿至3.95亿美元，调整后每股收益为3.65至3.95美元[49] 新产品和新技术研发 - Modine在2025财年第一季度取得了强劲的开局，气候解决方案部门的收购表现良好[6][10] 市场扩张和并购 - 气候解决方案部门的净销售额从Q1 FY24的2.867亿美元增长至Q1 FY25的3.573亿美元[20] 负面信息 - 性能技术部门的净销售额从Q1 FY24的3.431亿美元下降至Q1 FY25的3.090亿美元[30] 其他新策略和有价值的信息 - Modine的自由现金流为1400万美元，净债务为3.63亿美元，杠杆率为1.1倍[46] - 公司2025财年指导包括调整后EBITDA和调整后每股收益，不包括重组费用、收购和整合成本等[78]