S&P Global(SPGI) - 2024 Q2 - Earnings Call Presentation
2024-07-31 00:00
业绩总结 - 总收入在所有时期均增长16%,不包括工程解决方案的贡献[71] - 创纪录季度收入增长,各方面业务均有增长[69][70] - 总收入增长14%,达到3,549百万美元,其中工程解决方案的贡献除外[74] - 调整后的运营利润和费用为3,549百万美元,增长26%[76] CEO接班计划 - CEO接班人Martina Cheung已任命为总裁和CEO,将于2024年11月1日生效[65][66][67] 新产品和增强产品投资 - 继续投资于新产品和增强产品:市场情报和商品洞察中推出关键产品,部署新的GenAI功能[25][26] 全球市场动态更新 - 全球市场动态更新:债券市场发行创纪录,私人市场收入增长超过70%[29][30][31] 加速平台发展 - 加速平台发展:通过人工智能等技术提升平台[46][47][48][49][50][51][52][53][54][55][56] 收购和市场情报 - Visible Alpha收购增加市场情报的共识数据[58][59][60][61][62][63][64]
DT Midstream(DTM) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:53
业绩总结 - 2024年第二季度净收入为9600万美元,调整后的EBITDA为2.48亿美元[6][69] - 2024年调整后的EBITDA指引范围为9.3亿至9.8亿美元[6][79] - 2025年调整后的EBITDA初步展望为9.8亿至10.4亿美元[6] - 2020年至2023年调整后的EBITDA复合年增长率为9%[10] - DTM同行公司的2024年股息覆盖比率为2.4倍,3年分配复合年增长率为7%[11] - 预计长期调整后的EBITDA增长率为5-7%[82] 用户数据 - 管道业务占比65%,采集业务占比35%[9] - DTM同行公司中,100%为优质投资组合,约90%专注于天然气[12] - 平均合同期限约为9年,有机增长项目积压额为5-8倍建设倍数[13] 未来展望 - 2024年Haynesville和Appalachia产量预计将显著增长[85] - 预计长期调整后的EBITDA增长率为5-7%[82] 新产品和新技术研发 - 公司致力于实施领先的ESG计划,包括推进碳捕获利用技术和过渡到净零温室气体排放[89] 市场扩张和并购 - DTM位于战略位置,有利于受益于LNG和电力需求增长[17] 负面信息 - 2024年6月30日,公司的可分配现金流为160亿美元,较上季度下降了29.5%[117]
TriMas (TRS) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:52
Second Quarter 2024 Earnings Presentation July 30, 2024 Disclaimer Forward-Looking Statements Any "forward-looking" statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, contained herein, including those relating to TriMas' business, financial condition or future results, involve risks and uncertainties with respect to, including, but not limited to: general economic and currency conditions; competitive factors; market demand; our ...
Howmet Aerospace(HWM) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:42
Second Quarter 2024 Earnings Call John Plant: Executive Chairman and Chief Executive Officer Ken Giacobbe: EVP and Chief Financial Officer July 30, 2024 Important Information Forward–Looking Statements This presentation contains statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include those containing such words as "anticipates," "believes," "could, ...
COPT(CDP) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:27
Results for 2Q 2024 Updated 2024 Guidance JULY 29, 2024 Change Presentation Title on First Master Slide Table of Contents RESULTS FOR 2Q 2024 > Page 3 UPDATED 2024 GUIDANCE > Page 5 FACTORS SUPPORTING GROWTH > Page 8 PORTFOLIO UPDATE > Page 15 CONTINUED GROWTH > Page 21 APPENDICES: > Page 24 > Safe Harbor | Page 25 > Definitions + Glossary | Page 26 > Reconciliations | Page 31 2 RESULTS FOR 2Q 2024 4 Strong 2Q 2024 Results > FFO per share* of $0.64 exceeded midpoint of guidance > Met or exceeded guidance ea ...
Sysco(SYY) - 2024 Q4 - Earnings Call Presentation
2024-07-30 23:26
Fiscal Q4 & Full Year 2024 Earnings Results July 30, 2024 Forward-Looking Statements Statements made in this presentation that look forward in time or that express management's beliefs, expectations or hopes are forward-looking statements under the Private Securities Litigation Reform Act of 1995. Such forward-looking statements reflect the views of management at the time such statements are made and are subject to a number of risks, uncertainties, estimates, and assumptions that may cause actual results to ...
H&E Equipment Services(HEES) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:22
SECOND QUARTER 2024 EARNINGS CONFERENCE July 30, 2024 Earnings Conference Second Quarter 2024 Company Participants Brad Barber CHIEF EXECUTIVE OFFICER John Engquist PRESIDENT AND CHIEF OPERATING OFFICER Leslie Magee CHIEF FINANCIAL OFFICER AND SECRETARY Jeff Chastain VICE PRESIDENT OF INVESTOR RELATIONS July 30, 2024 HEES Second Quarter 2024 Earnings Conference 2 NASDAQ: Legal Disclaimers Forward-Looking Information This presentation contains "forward-looking statements" within the meaning of the federal se ...
BGC(BGC) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:19
BGC GROUP, INC. NASDAQ: BGC EARNINGS PRESENTATION Q2 2024 DISCLAIMER DISCUSSION OF FORWARD-LOOKING STATEMENTS ABOUT BGC Statements in this document regarding BGC that are not historical facts are "forward-looking statements" that involve risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements. These include statements about the Company's business, results, financial position, liquidity and outlook, which may constitute forward-looking statem ...
SoFi Technologies(SOFI) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:18
Q2 2024 Summary Results July 2024 Disclaimer Use of Non-GAAP Financial Measures This presentation includes certain non-GAAP financial measures (including on a forward-looking basis) such as Adjusted Net Revenue, Adjusted EBITDA and Adjusted EBITDA Margin. These non-GAAP measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with GAAP and should not be considered as an alternative to net revenue, net income (loss), operating income or an ...
Ranger Energy Services(RNGR) - 2024 Q2 - Earnings Call Presentation
2024-07-30 23:10
Q2 2024 July 2024 Earnings IMPORTANT DISCLOSURES Forward-Looking Statements: Certain statements contained in this press release constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact included in this press release, regarding our strategy, future operations, financial position, estimated revenue and losses, projected costs, ...