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Wex Posts Q2 EPS Beat as Revenue Slips
The Motley Fool· 2025-07-24 09:33
| Metric | Q2 2025 | Q2 2025 Estimate | Q2 2024 | Y/Y Change | | --- | --- | --- | --- | --- | | EPS (Non-GAAP) | $3.95 | $3.71 | $3.91 | 1.0% | | Revenue (GAAP) | $659.6 million | $649.6 million | $673.5 million | (2.1%) | | Operating Income Margin | 23.8% | | 25.0% | (1.2) pp | | Adjusted Operating Income Margin | 36.8% | | 40.7% | (3.9) pp | | Adjusted Free Cash Flow | $194.3 million | | $212.2 million | (8.4%) | Company Overview and Key Focus Areas Wex (WEX 1.69%), a global provider of payment processin ...
Earnings Summary on Waste Connections
The Motley Fool· 2025-07-24 09:27
| Metric | Q2 2025 | Q2 2025 Estimate | Q2 2024 | Y/Y Change | | --- | --- | --- | --- | --- | | EPS (Non-GAAP) | $1.29 | $1.25 | $1.24 | 4.0% | | Revenue | $2.41 billion | $2.39 billion | $2.25 billion | 7.1% | | Adjusted EBITDA | $786 million | | $732 million | 7.4% | | Adjusted EBITDA Margin | 32.7% | | 32.6% | 0.1 pp | | Adjusted Free Cash Flow | $367 million | | $403 million | (9.0%) | About Waste Connections: Business Model and Strategic Focus Waste Connections (WCN -0.21%) is a leading North American ...
Farmers National Banc Beats Q2 Estimates
The Motley Fool· 2025-07-24 09:24
The period revealed higher profitability as Farmers National Banc once again exceeded earnings (non-GAAP EPS) and revenue (GAAP) estimates. Earnings per share reached $0.37. Revenue (GAAP) came in at $47.0 million, a $1.0 million GAAP revenue beat versus expectations. Management credited these gains to growth in several business lines, supported by net income of $13.9 million (GAAP). Loan growth helped drive results. Total loans rose by $52.0 million, with commercial loan balances up $43.6 million. This equ ...
SS&C Technologies Holdings, Inc.(SSNC) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-24 09:24
公司参与者 - 公司高管包括执行副总裁兼首席财务官Brian Norman Schell、投资者关系主管Justine Stone、总裁兼首席运营官Rahul Kanwar以及创始人、董事会主席兼首席执行官William C Stone [1] - 参与电话会议的分析师来自摩根大通、加拿大皇家银行资本市场、威廉布莱尔公司、瑞银投资银行、摩根士丹利、DA Davidson和杰富瑞等机构 [1] 电话会议开场 - 电话会议由运营商Abby主持,欢迎参与者参加SS&C Technologies 2025年第二季度财报电话会议 [2] - 投资者关系主管Justine Stone介绍了与会高管,包括董事长兼首席执行官Bill Stone、总裁兼首席运营官Rahul Kanwar以及首席财务官Brian Schell [3] 免责声明 - 公司提醒与会者注意前瞻性声明的免责条款,这些声明涉及未来预期、计划和前景,包括财务展望 [4] - 实际结果可能因各种重要因素而与前瞻性声明存在重大差异 [4]
CME Group Inc. (CME) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-24 09:20
CME Group Inc. (NASDAQ:CME) Q2 2025 Earnings Call July 23, 2025 8:30 AM ET Company Participants Adam Minick - Investor Contact Terrence Duffy - Chairman & CEO Lynne Fitzpatrick - President & CFO Julie Winkler - Senior MD & Chief Commercial Officer Tim McCourt - Senior MD & Global Head of Equities, FX and Alternative Products Derek Sammann - Senior MD & Global Head of Commodities Markets Suzanne Sprague - Senior MD, Group COO & Global Head of Clearing Michael Dennis - Senior Managing Director & Global Head o ...
Akeso Announces First Patient Enrollment in Phase III Trial of Ivonescimab for Pancreatic Cancer
Prnewswire· 2025-07-24 09:14
临床试验进展 - 公司宣布首例患者入组关键性/注册III期临床试验(AK112-310/HARMONi-GI2),评估ivonescimab(PD-1/VEGF双抗)联合化疗±ligufalimab(CD47单抗)一线治疗转移性胰腺癌的疗效 [1] - 该试验是公司解决全球肿瘤领域重大未满足临床需求战略的关键组成部分 [3] 胰腺癌治疗现状 - 胰腺癌治疗难度大,现有免疫疗法作为一线治疗的III期研究大多失败,目前尚无免疫疗法获批一线治疗转移性胰腺癌 [2] - 2022年全球新发胰腺癌约51.1万例,死亡46.7万例,80%患者确诊时已处于晚期,现有化疗方案中位总生存期不足1年 [4] 药物作用机制 - Ivonescimab可同时阻断PD-1和VEGF信号通路,增强免疫细胞杀伤肿瘤能力 [5] - Ligufalimab通过阻断CD47-SIRPα相互作用增强吞噬作用,与ivonescimab联用有望协同增强抗肿瘤活性 [5] 公司背景 - 公司拥有50多个创新药物管线,其中24个进入临床试验阶段(含15个双抗/多抗及双抗ADC),7个新药已商业化,2个新药及2个新适应症正在审评中 [10] - 公司建立了从研发到商业化的全产业链平台,包括ACE研发平台、Tetrabody双抗技术和GMP生产体系 [10]
UniCredit S.p.A. (UNCRY) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-24 09:05
UniCredit S.p.A. (OTCPK:UNCRY) Q2 2025 Earnings Call July 23, 2025 4:00 AM ET Company Participants Ma'am, you may begin. Magda Palczynska Good morning, and welcome to UniCredit's Second Quarter and Half Year 2025 Results Conference Call. Andrea Orcel, our CEO, will take you through the presentation. This will be followed by a Q&A session with Andrea and Stefano Porro, our CFO. As always, please limit yourself to 2 questions. With that, I'll hand over to Andrea. Andrea Orcel Good morning, and thank you for j ...
Getty Realty: Q2 Should Allay Market Fears
Seeking Alpha· 2025-07-24 09:04
Shares of Getty Realty (NYSE: GTY ) have been a poor performer over the past year, losing about 13% of their value. GTY's ongoing reliance on capital market access to finance its growth ambitions has weighed on shares with the recent underperformance likelyOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an articl ...
Oxford Lane Capital Corporation (OXLC) Q1 2026 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-24 08:49
公司业绩发布会 - Oxford Lane Capital Corp 举行了2026财年第一季度业绩电话会议 参会人员包括CEO Jonathan Cohen CFO Bruce Rubin 以及董事总经理Joseph Kupka [3] - 会议内容包括公司2025年第一季度资产净值和财务业绩的公布 以及普通股股息分配声明 [1] 会议安排 - 电话会议录音将在30天内提供 相关信息已包含在当天早晨发布的新闻稿中 [3] - 未经授权的会议内容转播被严格禁止 [3] 前瞻性声明 - 会议包含前瞻性陈述和预测 涉及公司对未来事件和财务表现的看法 [4] - 建议参考公司向SEC提交的最新文件以了解可能影响实际结果的重要因素 [4]
Solaris Energy Infrastructure, Inc. (SEI) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-24 08:45
公司业绩表现 - 季度每股收益为0.34美元,远超Zacks一致预期的0.14美元,同比增长161.54% [1] - 季度营收达1.4933亿美元,超出预期21.18%,同比增长102.07% [2] - 过去四个季度中,公司两次超越每股收益预期,两次超越营收预期 [2] 股价与市场表现 - 年初至今股价下跌1.8%,同期标普500指数上涨7.3% [3] - 当前Zacks评级为4级(卖出),预计短期内表现将弱于市场 [6] 未来展望 - 下一季度共识预期为每股收益0.14美元,营收1.3242亿美元 [7] - 当前财年共识预期为每股收益0.53美元,营收5.1388亿美元 [7] - 管理层在财报电话会中的评论将影响股价短期走势 [3] 行业对比 - 所属行业(石油天然气机械设备)在Zacks行业排名中处于后14% [8] - 同行业公司North American Construction预计季度每股收益0.59美元,同比增长3.5% [9] - North American Construction预计季度营收2.3261亿美元,同比增长15.2% [10]