NYSE: GWW Q2 2025 Earnings Call August 1, 2025 © 2025 W.W. Grainger, Inc. Safe Harbor Statement and Non-GAAP Financial Measures All statements in this communication, other than those relating to historical facts, are "forward-looking statements." Forward-looking statements can generally be identified by their use of terms such as "anticipate," "estimate," "believe," "expect," "could," "forecast," "may," "intend," "plan," "predict," "project," "will," or "would," and similar terms and phrases, including refe ...

Investor Presentation August 1, 2025 Forward Looking Statements CAUTIONARY NOTE REGARDING FORWARD LOOKING STATEMENTS PURSUANT TO THE U.S. PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995: This presentation contains, and our officers and representatives may from time to time make, "forward–looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. The "forward looking statements" can be identified by words such as "may," "should," "could ...

Regeneron Corporate Presentation A U G U S T 2 0 2 5 This non-promotional presentation contains investigational data as well as forward-looking statements; actual results may vary materially. Note regarding forward-looking statements and non-GAAP financial measures This presentation includes forward-looking statements that involve risks and uncertainties relating to future events and the future performance of Regeneron Pharmaceuticals, Inc. ("Regeneron" or the "Company"), and actual events or results may di ...

Quaker Houghton Second Quarter 2025 Results Investor Conference Call Forward-Looking Statements Regulation G The attached charts include Company information that does not conform to generally accepted accounting principles ("GAAP"). Management believes that an analysis of this data is meaningful to investors because it provides insight with respect to ongoing operating results of the Company and helps investors to evaluate the financial results of the Company. These measures should not be viewed as an alter ...

Avient Corporation AVNT Q2 2025 results 2025 full-year financial guidance AUGUST 1, 2025 Disclaimer Forward-looking statements Certain statements contained in or incorporated by reference into this presentation constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements give current expectations or forecasts of future events and are not guarantees of future performance. They are based on management's expectations that involve ...

财务表现 - 2025年第二季度总收入达36.76亿美元，同比增长4% [3][12] - GAAP净利润13.92亿美元，同比下降3%，非GAAP净利润14.24亿美元，同比增长5% [3] - GAAP稀释每股收益12.81美元，增长3%，非GAAP稀释每股收益12.89美元，增长12% [3] - 研发费用14.22亿美元，同比增长19%，销售管理费用6.34亿美元，同比下降16% [19] 产品表现 - Dupixent全球净销售额达43.4亿美元，同比增长22% [5][15] - EYLEA HD美国净销售额3.93亿美元，同比增长29%，但EYLEA系列美国总销售额下降25%至11.47亿美元 [5][12] - Libtayo全球销售额3.77亿美元，同比增长27% [12] - 公司拥有约45个临床开发阶段的产品候选物 [4] 研发进展 - FDA批准Lynozyfic用于复发或难治性多发性骨髓瘤 [5][10] - FDA批准Dupixent新增大疱性类天疱疮和慢性自发性荨麻疹两个适应症 [5][6] - 肥胖症治疗药物COURAGE试验显示35%的体重减轻来自瘦体重减少 [10] - 获得GLP-1/GIP双受体激动剂的后期开发权利 [11] 监管与商业发展 - 欧洲委员会批准EYLEA 8mg用于wAMD和DME，给药间隔延长至6个月 [10] - 与翰森制药达成许可协议，获得HS-20094在中国大陆以外地区的开发和商业化权利 [9] - 预计EYLEA HD的FDA审批将延迟，涉及Catalent Indiana LLC生产基地检查问题 [10] - 投入超过70亿美元用于美国制造投资、资本支出和业务发展 [3] 资本运作 - 第二季度通过股票回购和股息向股东返还23亿美元资本 [3] - 截至2025年6月30日，仍有28.14亿美元可用于股票回购 [23] - 宣布每股0.88美元的现金股息，将于2025年9月支付 [24] - 现金及有价证券余额为175.28亿美元 [38]

Bio-Rad Laboratories, Inc. Second Quarter 2025 Financial Results July 31, 2025 1 Safe Harbor Some statements in this presentation may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding management's goals, plans, and expectations, our future financial performance, our future financial projections, our growth strategy, and other matters. Forward looking statements generally can be identified by the use o ...

Non-GAAP Information Q2 2025 Earnings Call JULY 31, 2025 1 Forward-looking statements Safe Harbor Statement Statements included in this presentation that are not a description of historical facts are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are generally accompanied by words or phrases such as "anticipate," "assume," "believe," "could," "estimate," "expect," "f ...

Q2 2025 Earnings Presentation JULY 31, 2025 Q2 2025 EARNINGS PRESENTATION | COPYRIGHT © 2025 SPX TECHNOLOGIES JULY 31, 2025 1 Certain statements contained in this presentation that are not historical facts, including any statements as to future market conditions, results of operations, product introductions, and financial projections, are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, ...

业绩总结 - 2025年全年的每股收益（EPS）指导范围为4.00至4.20美元，反映出中位数5%的年增长[7] - 2025年第二季度每股收益为0.33美元，较2024年第二季度的0.38美元下降[20] - 2025年截至目前的每股收益为2.24美元，较2024年同期的2.19美元增长[22] - 2025年第二季度的每股收益（EPS）为1.87美元，第一季度为1.87美元[73] - 2023年可供普通股股东的净收入（GAAP）为262.2百万美元，较2022年增长1.5%[84] - 2023年调整后的可供普通股股东的净收入（非GAAP）为262.2百万美元，保持不变[84] - 2023年调整后的每股收益（非GAAP）为3.91美元，与2022年持平[84] - 2025年截至目前的可供普通股股东的净收入（GAAP）为161.7百万美元[84] - 2025年截至目前的调整后每股收益（非GAAP）为2.24美元[84] 用户数据与市场展望 - 预计到2028年，数据中心的每股收益贡献将超过10%[16] - 预计2025年将实现4%至6%的长期每股收益增长[7] - 2025年将继续维持55%至65%的股息支付比率[7] - 预计2025年将实现1亿美元的资本投资，主要用于安全和系统完整性项目[13] - 2025年，预计运营和维护费用的年均复合增长率约为3.5%[79] 资本投资与财务状况 - 2025年至2029年资本投资预测为47亿美元，2025年单年投资为12亿美元[9] - 2025年6月的总债务为43.76亿美元，净债务占资本化的54.6%[70] - 2025年6月的股东权益为36.36亿美元，较2024年6月的34.47亿美元有所增长[70] - 2025年，Kansas Gas Docket 25-BHCG-298-RTS批准了每年1080万美元的新收入，新的费率将于2025年8月1日生效[52] - Nebraska Gas申请NG-124请求恢复4.53亿美元的投资和通货膨胀影响，预计2025年5月1日将产生3490万美元的收入增长[52] 其他策略与信息 - 公司强调非GAAP财务指标应与GAAP结果结合使用，以提供更全面的业务理解[83] - 管理层强烈建议投资者全面审视财务信息，而不是依赖单一财务指标[83] - 公司无法提供未来非GAAP指标的定量GAAP到非GAAP的调节，因为无法预见未来的非计划或独特事件[82] - 过去五年，低植被引起的停电率约为3.5%，远低于行业平均的20%[58] - 2020年至2023年，调整后的每股收益从3.65美元增长至3.91美元，年均增长率约为1.8%[84]