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Brookfield Business Partners L.P.(BBU) - 2025 Q1 - Earnings Call Presentation
2025-05-02 21:04
业绩总结 - 2025年第一季度,归属于有限合伙人的净收入为8000万美元,每单位净收入为0.38美元,较2024年同期的4800万美元(0.23美元)增长66.67%[19] - 2025年第一季度的调整后EBITDA为5.91亿美元,较2024年同期的5.44亿美元增长8.66%[19] - 2025年第一季度的总收入为26.18亿美元,较2024年第一季度的43.36亿美元下降39.7%[70] - 2025年第一季度的直接运营成本为22.08亿美元,较2024年第一季度的39.02亿美元下降43.4%[71] - 2025年第一季度的净收入为153百万美元,而2024年第一季度的净收入为48百万美元,增长218.8%[90] 用户数据 - 截至2025年3月31日,合伙单位总数为141.0百万,较2024年12月31日的144.0百万减少2.1%[30] - 2025年第一季度的调整后EFO为3.45亿美元(每单位1.60美元),较2024年同期的3.31亿美元(每单位1.53美元)增长4.22%[19] 未来展望 - 2025年第一季度的企业价值为183.73亿美元,较2024年12月31日的180.35亿美元增长2.1%[30] - 2025年第一季度的现金及现金等价物为12.66亿美元,较2024年末的12.28亿美元增长3.1%[77] 新产品和新技术研发 - 2025年第一季度的无形资产增加了2.21亿美元,主要由于收购电热追踪系统制造商和外汇变动[80] 市场扩张和并购 - 2025年第一季度,公司投资约1.4亿美元回购590万单位和股票,平均回购价格约为每单位24美元[22] 负面信息 - 2025年第一季度的其他收入净额为1800万美元,较2024年同期的6200万美元下降70.9%[84] - 2025年第一季度的总负债为61032百万美元,较2024年12月31日的58166百万美元增长4.0%[99] - 截至2025年3月31日,总权益为148.55亿美元,较2024年12月31日的173.08亿美元下降约14.2%[100] 其他新策略和有价值的信息 - 2025年第一季度的利息支出为2.46亿美元,较2024年第一季度的3.30亿美元下降25.5%[71] - 2025年第一季度的现金余额为6.46亿美元,较2024年12月31日的7.09亿美元下降8.9%[42]
FLNC INVESTOR ALERT: Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $75,000 In FLNC To Contact Him Directly To Discuss Their Options
Prnewswire· 2025-05-02 10:01
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $75,000 In Fluence To Contact Him Directly To Discuss Their OptionsIf you suffered losses exceeding $75,000 in Fluence between October 28, 2021 and February 10, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).[You may also click here for additional information]NEW YORK, May 1, 2025 /PRNewswire ...
FLNC INVESTOR NOTICE: Fluence Energy, Inc. Investors with Substantial Losses Have Opportunity to Lead Securities Class Action Lawsuit
Prnewswire· 2025-05-01 22:40
SAN DIEGO, May 1, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers of Fluence Energy, Inc. (NASDAQ: FLNC) Class A common stock between October 28, 2021 and February 10, 2025, inclusive (the "Class Period"), have until May 12, 2025 to seek appointment as lead plaintiff of the Fluence Energy class action lawsuit. Captioned Kramer v. Fluence Energy, Inc., No. 25-cv-00634 (E.D. Va.), the Fluence Energy class action lawsuit charges Fluence Energy as well as certain of Fluence Energ ...
FLNC COURT DEADLINE: Fluence Energy, Inc. (NASDAQ:FLNC) Investors with Losses have Until May 12 before the Expiration of the Class Action Deadline – Contact BFA Law
GlobeNewswire News Room· 2025-05-01 20:08
NEW YORK, May 01, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Fluence Energy, Inc. (NASDAQ: FLNC) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Fluence Energy, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/fluence-energy-inc. Investors have until May 12, 2025, to ask the Court to be appoi ...
Robbins LLP Reminds Fluence Energy, Inc. Stockholders of the May 12, 2025 Lead Plaintiff Deadline in the FLNC Class Action – Contact the Firm for Information
GlobeNewswire News Room· 2025-05-01 05:20
SAN DIEGO, April 30, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Robbins LLP reminds investors it has filed a class action lawsuit on behalf of all purchasers of Fluence Energy, Inc. ("Fluence") (NASDAQ: FLNC) Class A stock between October 28, 2021 and February 10, 2025 (the "Class Period"). The complaint alleges violations of sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and U.S. Securities and Exchange Commission Rule 10b-5, promulgated thereunder. The complaint seeks relief on ...
FLNC FINAL DEADLINE: ROSEN, NATIONALLY REGARDED INVESTOR COUNSEL, Encourages Fluence Energy, Inc. Investors to Secure Counsel Before Important May 12 Deadline in Securities Class Action – FLNC
GlobeNewswire News Room· 2025-05-01 03:24
NEW YORK, April 30, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Fluence Energy, Inc. (NASDAQ: FLNC) between November 29, 2023 and February 10, 2025, both dates inclusive (the “Class Period”), of the important May 12, 2025 lead plaintiff deadline. SO WHAT: If you purchased Fluence common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arran ...
Tesla's Band-Aid Has Been Ripped Off: Rally Mode Engaged
MarketBeat· 2025-04-30 22:14
Tesla Inc. NASDAQ: TSLA closed just under $290 on Tuesday, adding 2% to an impressive rally that's seen the stock gain 18% since last week's earnings report. That surge has come despite the company missing expectations on both revenue and earnings, which in most cases would be a recipe for further losses. Tesla TodayTSLATesla$275.32 -16.71 (-5.72%) 52-Week Range$167.41▼$488.54P/E Ratio134.60Price Target$287.46Add to WatchlistBut this is Tesla, and its post-earnings reaction suggests the tide may be turning ...
2025年Q1全球储能电池出货同比增长142%
鑫椤储能· 2025-04-30 17:17
-广告- 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源: #鑫椤锂电 " 开年以来储能市场延续去年四季度的高增长态势,国内 314Ah电芯渗透率持续提升,欧美、澳 洲及中东成了Q1需求最强劲的区域。 " 根据 #ICC鑫椤锂电统计数据显示 , 2025年第一季度中国储能电池出货量为97GWh,同比增长146%; 全球储能电池出货量99.6Gwh,同比增长142%。 本文作者:龙先生/17601223168(微信同) 进固态电池群 ,加小编微信:13248122922 数据来源: ICC 鑫椤锂电 源网侧方面: 宁德时代、亿纬锂能、比亚迪、海辰储能、中创新航、瑞浦兰钧、国轩高科等厂家表现出 色,产能利用率维持在较高水平; 用户侧方面: 亿纬锂能、瑞浦兰钧、鹏辉能源、赣锋锂电等厂家依靠国内外工商业储能和户储的需求出货 量靠前。 数据来源: ICC 鑫椤锂电 一季度,电芯需求主要集中在特斯拉、阳光电源、比亚迪(电芯自供)三巨头系统厂商身上, 合计占了需 求的 28%, 中车株洲所、海博思创、远景能源、阿特斯、华为、Fluence、Powin则形成稳定的第二梯 ...
NTR, a leading renewable energy specialist selects Fluence for Flagship Finnish Battery Energy Storage System
Globenewswire· 2025-04-30 17:14
Fluence, a market leader in energy storage technology, selected to supply the 55 MW / 110 MWh battery system supporting FinGrid with critical system servicesDUBLIN and AMSTERDAM, April 30, 2025 (GLOBE NEWSWIRE) -- NTR, a leading sustainable infrastructure investor and asset manager, has signed contracts with all key equipment and contractor partners for its ready-to-build Uusnivala battery energy storage system (BESS) project located in Nivala, Northern Ostrobothnia province, Finland. The 55MW / 110MWh BESS ...
野村:阳光电源- 因关税逆风下调至中性评级
野村· 2025-04-30 10:08
报告行业投资评级 - 报告将阳光电源评级从买入下调至中性,目标价从100元下调至58元 [1][3] 报告的核心观点 - 2024年四季度/2025年一季度营收同比增长8.0%/50.9%,达279亿/190亿元,一季度销售增长超预期主要因储能系统业务增长较快;同期盈利同比增长55%/83%,达34.37亿/38.26亿元,一季度盈利增长较快或因2024年二、三季度锂价持续下跌、下半年美国储能系统出货量回升、二、三季度储能系统出货量同比增长 [1] - 预计2025年太阳能/储能系统出货量为160GW(同比增长9%)和超40GWh(同比增长43%),但由于关税逆风及新兴市场竞争加剧,对其2025年盈利持谨慎态度 [2] - 下调评级和目标价以反映美国关税逆风及储能业务竞争加剧,下调2025/2026年每股收益以反映自2025年下半年起的潜在利润率压力 [3] 公司概况 - 阳光电源是中国顶级电力控制系统和储能供应商,主要产品为光伏逆变器、储能设备和太阳能工程总承包 [12] 财务数据 损益表 |项目|2023年|2024年|2025年预测|2026年预测|2027年预测| |----|----|----|----|----|----| |营收(百万元)|72,251|77,857|94,806|113,767|130,832| |毛利润(百万元)|21,933|23,312|24,115|28,669|32,708| |营业利润(百万元)|13,121|14,784|13,115|15,469|16,867| |净利润(百万元)|9,609|11,264|10,479|12,032|13,195| [10] 现金流量表 |项目|2023年|2024年|2025年预测|2026年预测|2027年预测| |----|----|----|----|----|----| |经营活动现金流(百万元)|6,982|12,068|20,287|10,822|12,343| |自由现金流(百万元)|4,239|9,283|18,621|9,156|10,678| |期末现金(百万元)|18,031|19,800|37,325|45,224|54,523| [11] 资产负债表 |项目|2023年|2024年|2025年预测|2026年预测|2027年预测| |----|----|----|----|----|----| |总资产(百万元)|82,877|115,074|154,753|179,317|203,630| |总负债(百万元)|53,422|74,875|105,039|118,678|131,010| |股东权益(百万元)|27,705|36,905|46,420|57,345|69,326| [11] 估值方法 - 采用市盈率法对阳光电源进行估值,目标价58元基于2025年预测市盈率11.3倍,处于其历史平均市盈率17.4倍的-0.5倍标准差水平,受2025年储能系统销量增长较快支撑,但受太阳能逆变器和储能业务毛利率压力限制,基准指数为沪深300 [13][21] ESG - 阳光电源符合ESG主题,因其是领先的太阳能逆变器公司之一,有助于以低消耗成本产生可再生能源 [14]