TransAlta (NYSE:TAC) Q3 2025 Earnings Call November 06, 2025 11:00 AM ET Speaker3Good morning. My name is Livia, and I'll be your conference operator today. At this time, I would like to welcome everyone to TransAlta Corporation Third Quarter 2025 conference call. 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 during this time, simply press Star 1 1 on your telephone keypad. If ...

财报发布信息 - 公司计划于2025年11月7日开盘前公布2025财年第三季度业绩 [1] 历史业绩表现 - 上一季度（第二季度）调整后每股收益为0.47美元，超出市场普遍预期的0.41美元 [2] - 业绩超预期主要得益于天然气输送以及天然气分销和存储业务板块调整后EBITDA的贡献增加 [2] - 在过去四个季度中，公司每股收益均超出市场普遍预期，平均超出幅度为5.61% [2] 第三季度业绩预期 - 第三季度每股收益的Zacks共识预期为0.39美元，在过去30天内经历了三次下调，无上调，该预期值较去年同期报告数下降2.5% [3] - 第三季度收入的Zacks共识预期为108.6亿美元，较去年同期记录的109.1亿美元下降0.5% [3][5] 影响业绩的业务因素 - 作为领先的中游能源公司，其低风险业务模式（对大宗商品价格波动风险敞口极小）和长期合同预计支撑了业绩稳定性 [4] - 公司超过98%的EBITDA来自受监管资产或长期照付不议合同覆盖的资产，这预计支撑了其盈利和现金流 [4] - 尽管业务模式稳定，但当期业绩可能受到融资成本上升以及中游资产维护费用增加的影响，这可能拖累整体盈利能力 [5] - 需求与定价动态的变化可能对季度业绩造成潜在阻碍 [6] 业绩超预期可能性分析 - 模型预测公司此次业绩可能不会超出预期，其Earnings ESP为-3.42% [7] - 公司目前的Zacks评级为3（持有） [8] 同行业其他公司提及 - 文章提及能源行业内其他高评级公司，包括Zacks评级为1（强力买入）的Oceaneering International (OII) 和 Canadian Natural Resources Ltd. (CNQ)，以及评级为2（买入）的FuelCell Energy (FCEL) [11] - Oceaneering International为海上油田生命周期各阶段提供集成技术解决方案，是领先的 offshore 设备和技术服务提供商 [12] - Canadian Natural Resources是加拿大最大的独立能源公司之一，拥有多元化的能源资产组合，并已实现连续25年增加股息 [13] - FuelCell Energy是一家提供低碳能源解决方案的清洁能源公司，利用沼气、天然气和氢气等灵活燃料发电 [14]

John Pettigrew: Thank you, Zoe. So turning to our half year results. As ever, I'm here with Andy Agg and once we've been through our respective presentations, we'll be happy to answer your questions. It's been a really positive first half as we've continued to build on our strong foundations to deliver excellent operational and financial performance. . The investments we're making in our networks have never been more important to ensure continued resilience, enable economic growth, deliver cleaner energy an ...

Air Products and Chemicals (NYSE:APD) Q4 2025 Earnings Call November 06, 2025 09:00 AM ET Company ParticipantsDavid Begleiter - DirectorMelissa Schaeffer - EVP and CFOJosh Spector - Executive Director of Chemicals Equity ResearchKevin McCarthy - PartnerChristopher Parkinson - Managing DirectorVincent Andrews - Managing DirectorJohn Roberts - Managing DirectorEduardo Menezes - CEOConference Call ParticipantsLaurence Alexander - Equity Research AnalystNone - AnalystMatthew DeYoe - Senior Equity Research Analy ...

Eletrobrás (NYSE:EBR) Q3 2025 Earnings Call November 06, 2025 09:00 AM ET Company ParticipantsIvan Monteiro - CEORodrigo Limp - EVP of Regulation, Institutional, and MarketsEduardo Haiama - CFOItalo Freitas - VP of Commercialization and Energy SolutionsElio Wolff - VP of Strategy and Business DevelopmentConference Call ParticipantsGustavo Faria - AnalystRafael Dias - AnalystDébora Borges - AnalystGustavo Pimenta - AnalystIsabella Pacheco - AnalystRaul Cavendish - AnalystAntônio Junqueira - AnalystBruno Amor ...

November 2025 Enerflex Ltd. Corporate Presentation All amounts presented in US Dollars unless otherwise stated Transforming Energy for a Sustainable Future North America Latin America Eastern Hemisphere Enerflex Geographies Enerflex Key Offices Enerflex Manufacturing Facility TSX / NYSE EFX / EFXT Annual dividend CAD$0.17/sh Market Cap (1) US$1.5 B Dividend Yield (1) 1.0% Operating Years 45 Employees ~4,400 Core Countries (2) 7 BOOM Projects (3) 24 1) Based on an EFXT closing share price of $12.65 as of Nov ...

Air Products and Chemicals (NYSE:APD) Q4 2025 Earnings Call November 06, 2025 09:00 AM ET Speaker1Good day and welcome to the Air Products Fourth Quarter Earnings Release Conference call. Today's conference is being recorded at the request of Air Products. Please note that this presentation and the comments made on behalf of Air Products are subject to copyright by Air Products, and all rights are reserved. Beginning today's call is Megan Britt. Please go ahead.Speaker0Hello and welcome to the Fourth Quarte ...

3Q 2025 Financial Results Group lost time injury frequency rate (LTIFR)1 0.68 0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 9M'25 Improvement in serious injuries and fatalities this year compared to last year 1. LTIFR = Lost time injury frequency rate defined as Lost Time Injuries (LTI) per 1,000,000 worked hours (own personnel and contractors); A LTI is an incident that causes an injury that prevents the person from returning to hi ...

Fiscal Fourth Quarter 2025 Earnings Results Teleconference November 6, 2025 Forward-Looking Statements This presentation contains "forward-looking statements" within the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements about earnings and capital expenditure guidance, business outlook and investment opportunities. These forward-looking statements are based on management's expectations and assumptions as of the date of this presentation and are not guarantee ...

EDP (OTCPK:EDPF.Y) 2025 Capital Markets Day November 06, 2025 05:00 AM ET Company ParticipantsArthur Sitibon - Wall Street analystRui Teixeira - CFOGonzalo Tarasido - DirectorMiguel Stilwell d'Andrade - CEOJavier Garrido - FX ArtistConference Call ParticipantsJenny Ping - Equity Research AnalystPablo Cuadrado - Managing Director and Equity Research AnalystManuel Palomo - Equity Research AnalystPedro Alves - Equity Research AnalystOperatorGood morning, ladies and gentlemen. Welcome to all of you, both here i ...