CHARTING OUR FUTURE G a b e l l i ' s 4 9 t h A n n u al A u t o m o ti ve S y m p o si u m LKQ's Evolution 15% 20% 46% 12% 2% 5% 2 2003 2007 2022 Q3 2025 TTM 45% 36% 4% 15% 94% 6% Total Revenue: $328 million Total Revenue: $1.11 billion Total Revenue: $12.8 billion Total Revenue: $13.6 billion(1) LKQ has grown from a North American collision operation to a globally diversified alternative parts distributor WNA- Recycled Products WNA-Aftermarket WNA- Hard Parts Other (including Scrap & Core) Europe Parts Sp ...

TopBuild (NYSE:BLD) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Company ParticipantsStephen Kim - Senior Managing DirectorMichael Rehaut - Executive DirectorRobert Buck - President and CEOPhil Ng - Managing DirectorPI Aquino - VP of Investor RelationsRob Kuhns - CFOKeith Hughes - Managing DirectorJeffrey Stevenson - VP of Equity DivisionConference Call ParticipantsKen Zener - Senior Equity Research AnalystKurt Yinger - SVP and Research AnalystSusan Maklari - Senior Equity Research AnalystCollin Verr ...

Ingredion (NYSE:INGR) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker0Good day, and welcome to the Ingredion Q3 twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. There a Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker, Mr.Noah Vice President of Investor Relations. Please go ahead.Speaker1Good morning, and ...

3Q25 Earnings Call November 4, 2025 SAFE HARBOR STATEMENT From time to time, information provided by us, including, but not limited to, statements in this presentation, or other statements made by or on our behalf, may contain or constitute "forward-looking" information within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements involve a number of risks, uncertainties, and contingencies, many of which are beyond our control, which may cause actual results, performance, or ac ...

Teck Resources (NYSE:TECK) Update / Briefing November 03, 2025 10:55 AM ET Speaker0Good afternoon, everyone. My name is Emma Chapman, and I lead the Investor Relations team here at Teck. And thank you so much for joining us in wonderful Santiago for Teck's QB operations site visit and update. At Teck, we start every meeting and engagement with a safety share. So to kick off, we will start with a safety briefing for those in the room with us today.In case of fire or if evacuation from the hotel is necessary, ...

核心财务表现 - 2026财年第一季度调整后每股收益为2.55美元，同比增长15.9%，超出市场预期2.41% [1] - 公认会计准则每股收益为2.37美元，同比增长12.3% [1] - 总收入达13.4亿美元，同比增长9.1%（按固定汇率计算增长8%），超出市场预期0.94% [2] - 调整后毛利润为8.287亿美元，同比增长14.3%；调整后毛利率为62%，同比扩张285个基点 [7] - 调整后营业利润为4.821亿美元，同比增长18.6%；调整后营业利润率为36.1%，同比扩张291个基点 [10] 分业务收入 - 睡眠与呼吸健康业务收入为11.7亿美元，同比增长9.5%（按固定汇率计算增长8%），超出模型预测 [4] - 设备收入为6.803亿美元，同比增长8.7%（按固定汇率计算增长7%），其中美国、加拿大和拉丁美洲市场增长8%，欧洲、亚洲及其他市场增长11% [4] - 面罩及其他产品收入为4.891亿美元，同比增长10.7%（按固定汇率计算增长10%），其中美国、加拿大和拉丁美洲市场增长12%，欧洲、亚洲及其他市场增长7% [5] - 居家护理软件业务收入为1.661亿美元，同比增长5.9%（按固定汇率计算增长5%），略低于模型预测 [6] 费用与支出 - 调整后销售成本（不包括收购无形资产摊销）为5.069亿美元，同比增长1.5% [7] - 销售、一般及行政费用为2.592亿美元，同比增长8.5% [8] - 研发费用为8730万美元，同比增长9.8% [8] 财务状况与资本管理 - 季度末现金及现金等价物为13.8亿美元，高于2025财年末的12.1亿美元 [11] - 总债务（短期和长期）为6.686亿美元，与2025财年末的6.683亿美元基本持平 [11] - 经营活动提供的现金净额累计为4.573亿美元，高于去年同期的3.255亿美元 [11] - 季度内支付股息8800万美元，并回购52.3万股股票，耗资1.5亿美元 [12] 业务亮点与展望 - 睡眠与呼吸健康业务增长得益于美国、加拿大和拉丁美洲市场的持续耗材补充、新患者设置以及VirtuOx收购带来的增量收入 [13] - 居家护理软件业务中，MEDIFOX平台、核心Brightree平台以及MatrixCare家庭健康业务表现强劲 [13] - 公司专注于持续运营卓越和对创新的战略投资，以实现强劲、可持续的盈利增长 [13]

Magna International (NYSE:MGA) Q3 2025 Earnings Call October 31, 2025 08:00 AM ET Speaker3Good morning, ladies and gentlemen, and thank you for standing by. My name is Calvin, and I will be your conference operator today. At this time, I would like to welcome everyone to the Magna International Third Quarter 2025 Results Webcast. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question du ...

American Homes 4 Rent (NYSE:AMH) Q3 2025 Earnings Call October 30, 2025 12:00 PM ET Company ParticipantsNicholas Fromm - Director of Investor RelationsJason Sabshon - Equity ResearchChris Lau - CFOBryan Smith - CEOJesse Lederman - Equity Research AssociateLincoln Palmer - COOConference Call ParticipantsAdam Kramer - Equity AnalystJeffrey Spector - AnalystBrad Heffern - AnalystNone - AnalystConnor Fleming - AnalystLinda Tsai - Senior Equity Research AnalystSteve Sakwa - AnalystNick Coulter - AnalystDavid Seg ...

Bausch + Lomb (NYSE:BLCO) Q3 2025 Earnings Call October 29, 2025 08:00 AM ET Speaker4Good morning and welcome to Bausch + Lomb's third quarter 2025 earnings call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touchtone phone. To withdraw your question, please press star ...

Sensata Technologies (NYSE:ST) Q3 2025 Earnings Call October 28, 2025 05:00 PM ET Company ParticipantsAndrew Lynch - CFOJames Entwistle - Senior Director of Investor RelationsStephan von Schuckmann - CEOConference Call ParticipantsLuke Junk - Senior AnalystGuy Hardwick - AnalystNone - AnalystShreyas Patil - Equity Research AnalystJoe Giordano - AnalystJoe Spak - AnalystMark Delaney - AnalystRob Jamieson - Equity Research AnalystWilliam Stein - Equity Research AnalystKosta Tasoulis - Equity AnalystAshley Ngu ...