Linde (LIN) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Company ParticipantsJuan Pelaez - VP - IRSanjiv Lamba - CEO & Member of Board of DirectorsMatt White - EVP & CFODavid Begleiter - Managing DirectorVincent Andrews - Managing DirectorLaurent Favre - Managing DirectorMichael Sison - Managing DirectorJohn Roberts - Managing DirectorJosh Spector - Executive Director - Chemicals Equity ResearchKevin McCarthy - PartnerJames Hooper - Vice PresidentChristopher Parkinson - Managing DirectorConference Call ...

Linde (LIN) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Ladies and gentlemen, good day and thank you for standing by. Welcome to the Linde Second Quarter twenty twenty five Earnings Call and Webcast. At this time, all participants are in a listen only mode. Please be advised that today's conference is being recorded. After the speakers' presentation, there will be a question and answer session.And I would now like to hand the conference over to Mr. Juan Palaez, Head of Investor Relations. Plea ...

Eversource Energy (ES) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Eversource Energy Q2 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during this session, you will need to press 11 on your telephone.You will then hear an automated message advising you your hand is raised. To withdraw you ...

Forward Looking Information August 1, 2025 Greg Ebel President & CEO Pat Murray EVP & CFO Legal notice This presentation includes certain forward-looking statements and information (FLI) to provide potential investors and shareholders of Enbridge Inc. (Enbridge or the Company) with information about Enbridge and its subsidiaries and affiliates, including management's assessment of their future plans and operations, which FLI may not be appropriate for other purposes. FLI is typically identified by words suc ...

August 1, 2025 EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT Safe Harbor Statement All per-share amounts in this presentation are reported on a diluted basis. The only common equity securities that are publicly traded are common shares of Eversource Energy. The first half and second quarters 2025 and 2024 earnings discussion includes a financial measure, EPS by business, that is not recognized under generally accepted accounting ...

Q2 2025 EARNINGS CONFERENCE CALL August 1, 2025 FORWARD LOOKING INFORMATION Fortis includes forward-looking information in this presentation within the meaning of applicable Canadian securities laws and forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (collectively referred to as "forward-looking information"). Forward-looking information reflects expectations of Fortis management regarding future growth, results of operations, performance and business pr ...

公司业绩表现 - 公司2025年第二季度营收达67.7亿美元 同比增长21.1% 超出市场预期的65.5亿美元 创下第二季度营收新纪录 [4][9] - 调整后每股收益为2.48美元 同比增长30.5% 高于市场预期的2.43美元 [3][9] - 调整后EBITDA达6.688亿美元 同比增长27.8% EBITDA利润率从9.4%提升至9.9% [5] 业务板块表现 - 电力基础设施解决方案板块营收54.6亿美元 占总营收80.6% 同比增长21.7% 运营利润率从9.5%提升至10.1% [8] - 地下公用事业和基础设施解决方案板块营收13.1亿美元 占总营收19.4% 同比增长18.7% 运营利润率为6.9% [10] 战略收购与资本配置 - 7月完成对Dynamic Systems的13.5亿美元收购 增强机械和工艺基础设施能力 [2] - 另外完成两笔总计2.268亿美元的电力及民用公用事业服务领域收购 [2] - 二季度回购538,559股股票 价值1.346亿美元 剩余回购授权3.651亿美元 [11] 财务与流动性 - 截至2025年6月30日 公司持有5.09亿美元现金及等价物 总流动性约13亿美元 [11] - 长期债务从2024年底的41亿美元增至46.5亿美元 主要因收购活动 [11] - 年初至今自由现金流为2.882亿美元 低于去年同期的4.398亿美元 [11] 订单与项目储备 - 二季度末总订单量达358.4亿美元 创纪录新高 同比增长31.31亿美元 [7] - 剩余履约义务达191.6亿美元 [7] - 获得爱达荷电力公司Boardman至Hemingway高压输电线路项目 全长约300英里 [7] 2025年业绩展望 - 上调全年营收预期至274-279亿美元(原为267-272亿美元) [12] - 调整后每股收益预期上调至10.28-10.88美元(原为10.05-10.65美元) [12] - 调整后EBITDA预期上调至27.6-28.9亿美元(原为26.8-28.1亿美元) [12] 行业与需求驱动因素 - 业绩增长主要受高压输电 电网现代化改造和可再生能源项目推动 [4] - 客户在电气化 技术驱动型负荷中心和制造业回流方面的持续投资支撑增长 [4] - 电力板块受益于公用事业需求 数据中心和能源转型项目 [8]

2 nd Quarter 2025 Investor Update July 31, 2025 PPL CORPORATION Cautionary Statements and Factors That May Affect Future Results Statements made in this presentation about future operating results or other future events are forward-looking statements under the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from the forward-looking statements. A discussion of some of the factors that could cause actual results or events to vary is containe ...

S&P Global (SPGI) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsMark Grant - Senior Vice President, Investor RelationsMartina Cheung - President & CEOEric Aboaf - CFOFaiza Alwy - MD - US Company ResearchScott Wurtzel - SVP - Equity ResearchOwen Lau - Executive DirectorCraig Huber - CEO & MDRussell Quelch - Managing DirectorConference Call ParticipantsToni Kaplan - Executive Director & Lead Analyst - Equity ResearchAshish Sabadra - Analyst - Information and Business ServicesAlex Kramm - ...

KBR (KBR) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsJamie DuBray - VP - IRStuart Bradie - President & CEOMark Sopp - EVP & CFOTobey Sommer - Managing DirectorConference Call ParticipantsMichael Dudas - AnalystBrent Thielman - MD & Senior Research AnalystOperatorGood morning. Thank you for attending today's KBR's Second Quarter twenty twenty five Earnings Conference Call. Name is Megan, and I'll be your moderator for today. All lines will be muted during the presentation portion of ...