Antero Midstream (AM) Q2 2025 Earnings Call July 31, 2025 12:00 PM ET Speaker0Greetings. Welcome to the Antero Midstream 2Q twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded.I will now turn the conference over to Justin Agnew, Vice President of Finance. Thank you. You may begin.Speaker1Good morning and thank you for joining us for Antero Midstream's secon ...

Vulcan Materials Company (VMC) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company ParticipantsMark Warren - Vice President, Investor RelationsJ. Thomas Hill - Chair & CEOMary Carlisle - Senior VP & CFOTrey Grooms - Managing DirectorKathryn Thompson - Founding Partner & CEOAndrew Maser - AVPKeith Hughes - Managing DirectorIvan Yi - DirectorAngel Castillo - Executive Director - Head of US Machinery & Construction Equity ResearchPhilip Ng - Managing DirectorGarik Shmois - Managing DirectorDavid Macgregor ...

业绩总结 - 2025年第二季度总收入为193,377千美元，较2024年同期的188,161千美元增长了6.5%[88] - 2025年第二季度同物业净营业收入（NOI）为144,104千美元，较2024年同期的139,512千美元增长了3.3%[88] - 2025年第二季度的净收入为112,599千美元，而2024年同期为亏损49,303千美元[90] - 2025年第二季度的每股NAREIT FFO为0.51美元，较2024年同期的0.53美元略有下降[90] - 2025年第二季度的调整后EBITDA为147,672千美元，年化后为590,690千美元[93] 用户数据 - 2025年第二季度的经济入住率为90.3%，较2024年同期的91.6%下降了1.3个百分点[88] - 2025年第二季度的租赁百分比为93.2%，较2024年同期的94.8%下降了1.6个百分点[88] - 2025年第二季度，零售组合的租赁百分比同比增长80个基点，尽管由于近期破产，锚定租赁百分比下降260个基点[15] 财务指标 - 2025年第二季度的净债务与调整后EBITDA比率为5.1倍[93] - 2025年第二季度的零售年化基础租金（ABR）为每平方英尺$31.6，较上季度增长4.1%[21] - 2025年第二季度的零售组合的总净债务与调整后EBITDA比率为5.3倍[40] - 2025年中期，利息支出（扣除利息收入）为$124.75M[18] - 公司在2025年第二季度的加权平均利率为5.3倍，显示出低杠杆和可管理的短期到期[11] 交易活动 - 公司在2025年上半年交易活动中，收购总额为$476.6M，处置总额为$258.4M，净交易活动为+$218.2M[35] - 公司在2025年6月与GIC成立的合资企业中，包含了三处完全拥有物业的52% NOI[78] 运营费用 - 2025年第二季度的物业运营费用为24,195千美元，较2024年同期的24,001千美元略有上升[88] - 2025年第二季度的总费用为49,273千美元，较2024年同期的48,649千美元略有上升[88] 其他信息 - 公司可用流动性约为$1.3B，且短期资本承诺较少[11] - 公司使用物业净运营收入（NOI）和现金NOI作为评估物业表现的非GAAP财务指标[76] - 公司承诺不对前瞻性声明进行公开更新或修订[75]

UTZ Brands (UTZ) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Speaker0Good morning. My name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Youth Brands Inc. Second Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded.At this time, I would like to turn the conference over to Trevor Martin, Senior Vice President of Investor Relations. Please go ahead.Speaker1Thank you, operator, and good morning, everyone. T ...

Anheuser-Busch InBev (NYSE: BUD), the parent company of Bud Light, reported mixed second-quarter results on Thursday, July 31, that failed to impress investors despite revenue growth of 3.0% to $15.004 billion and normalized EBITDA gains of 6.5%. The stock fell 9.1% in pre-market trading, marking its worst session since the COVID-19 pandemic.BUD stock 1-day price chart. Source: Google FinanceThe decline came as the world’s largest brewer missed expectations on beer volumes, the metric that matters most for ...

财务表现 - 2025年第二季度归属于股东的净亏损为1.14亿美元（每股稀释亏损1.14美元），而2024年同期净利润为2100万美元（每股收益0.21美元）[1] - 调整后每股亏损为0.23美元，2024年同期调整后每股收益为0.09美元[1] - 2025年第二季度EBITDA亏损2400万美元，2024年同期EBITDA为1.03亿美元[1] - 石油业务部门净亏损1.37亿美元，EBITDA亏损8400万美元，而2024年同期净利润1800万美元，EBITDA 5600万美元[6] 业务运营 - 2025年第二季度总吞吐量为17.2万桶/日，低于2024年同期的18.6万桶/日，主要由于Coffeyville炼油厂检修后处理中间库存[7] - 炼油利润率为2.21美元/桶，远低于2024年同期的10.94美元/桶，主要受8900万美元可再生燃料标准义务不利市价影响[9] - 氮肥业务表现强劲，2025年第二季度净收入3900万美元，EBITDA 6700万美元，氨和尿素硝酸铵平均实现价格同比分别上涨14%和18%[14][16] 管理层变动 - 现任总裁兼首席执行官Dave Lamp将于2025年12月31日退休，由现任执行副总裁Mark Pytosh接任[3] - Brett Icahn被任命为董事会成员，自2025年8月1日起生效，董事会成员增至9人[5] - Mark Pytosh自2014年起担任CVR Partners总裁兼首席执行官，拥有丰富的能源行业经验[4] 现金流与资本结构 - 截至2025年6月30日，合并现金及等价物为5.96亿美元，较2024年底减少3.91亿美元[18] - 2025年6月和7月分别提前偿还7000万美元和2000万美元定期贷款本金[19][20] - 2025年第二季度未支付现金股息，而CVR Partners宣布每普通单位派发现金3.89美元[21] 业务展望 - 预计2025年第三季度石油业务总吞吐量为20-21.5万桶/日，原油利用率92-97%[64] - 可再生业务预计总吞吐量1600-2000万加仑，利用率70-85%[64] - 氮肥业务预计氨利用率93-98%，资本支出总额预计4700-6000万美元[64]

The financial and operational information contained in this press release is based on unaudited consolidated condensed interim financial statements presented in U.S. dollars and prepared in accordance with International Financial Reporting Standards as issued by the International Accounting Standard Board and adopted by the European Union, or IFRS. Additionally, this press release includes non-IFRS alternative performance measures i.e., EBITDA, Free Cash Flow, Net cash / debt and Operating working capital d ...

Q2 2025 EARNINGS SUPPLEMENT JULY 30, 2025 3 (1) System-wide sales growth reflects the percentage change in sales in any given fiscal period compared to the prior fiscal period for all stores in that brand only when the brand is owned by FAT Brands. Because of acquisitions, new store openings and store closures, the stores open throughout both fiscal periods being compared may be different from period to period.. (2) Same-store sales growth reflects the change in year-over-year sales for the comparable store ...

Nabors Industries (NBR) Q2 2025 Earnings Call July 30, 2025 11:00 AM ET Speaker0Good day, and welcome to the Nabors Industries Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note, today's event is being recorded. I would now like to turn the conference over to William Conroy, Vice President, Corporate Development and Investor Relations.Please go ahead.Speaker1Good morn ...

Chemed (CHE) Q2 2025 Earnings Call July 30, 2025 10:00 AM ET Company ParticipantsHolley Schmidt - VP & Assistant ControllerKevin McNamara - CEO & PresidentMichael Witzeman - EVP, CFO & ControllerBen Hendrix - Vice PresidentConference Call ParticipantsBrian Tanquilut - Senior Analyst - Healthcare Services & HCIT/Digital Health Equity ResearchJoanna Gajuk - Equity Research AnalystOperatorHello, and welcome to Chemed Corporation's Second Quarter twenty twenty five Earnings Conference Call. At this time, all pa ...