业绩总结 - 2025年第三季度生产总量为200 MBOEPD，其中Eagle Ford Shale贡献49,000 BOEPD，Offshore贡献68,000 BOEPD，Onshore Canada贡献83,000 BOEPD[23] - 2025年第三季度总收入为681百万美元，其中Eagle Ford Shale收入232百万美元，Offshore收入376百万美元，Onshore Canada收入72百万美元[25] - 2025年第三季度实现的油价为每桶66.18美元，天然气液体价格为每桶19.36美元，天然气价格为每千立方英尺1.50美元[26] - 2025年第三季度的调整后EBITDA为390.6百万美元，较前一季度的334.9百万美元增长16.6%[83] - 2025年第三季度的净现金流为3.394亿美元，较2024年同期的4.290亿美元有所下降[81] - 2025年第三季度的调整后自由现金流为1.244亿美元，较2024年同期的1.018亿美元有所增长[81] - 2025年第三季度的净收入为-3.0百万美元，较前一季度的22.3百万美元下降[83] 用户数据 - 2025年第三季度的天然气生产占总生产的65%，油占29%，天然气液体占6%[30] - 2025年Eagle Ford Shale的日产油量为25,000 BOPD，天然气液体日产量为6,100 BOPD[56] - 2025年Tupper Montney的日产气量为403,700 MCFD，日产油量为200 BOPD[56] 未来展望 - 2025年第四季度生产总量预计为176,000至184,000 BOEPD，其中48%为原油，55%为液体[56] - 2025年全年生产量预计为174,500至182,500 BOEPD[56] - 预计2025年将有10%至15%的年度资本支出分配用于勘探[63] - 预计2026年至2030年，年均海上生产将超过90千桶油当量每日（MBOEPD），年均资本支出约为4.5亿美元[132] 新产品和新技术研发 - Lac Da Vang开发项目预计在2026年第四季度实现首次油气生产，预计总可回收资源为1亿桶油当量[38] - Murphy计划在2025年第四季度启动Hai Su Vang-2X评估井，预计将达到2500桶/日的流量[99] 市场扩张和并购 - 截至2024年12月31日，海上项目组合中有22个项目的总资源为193百万桶油当量（MMBOE），其 breakeven 价格低于每桶40美元WTI[127] - 确定的海上项目组合中，80%的资源位于美国墨 Gulf，11%位于东南亚，9%位于加拿大[131] 负面信息 - 2025年第三季度的资产减值费用为92.0百万美元，较2024年第四季度的28.4百万美元显著增加[83] - Murphy在2025年第三季度的外汇损益为-13.4百万美元，较前一季度的34.3百万美元大幅波动[83] 其他新策略和有价值的信息 - 截至2025年9月30日，公司的流动性为约16亿美元，债务杠杆维持在1.0倍[12][16] - 2025年迄今自由现金流为192百万美元，已向股东返还240百万美元，其中第三季度返还46百万美元[15][16] - 公司将继续专注于资本效率和持续改进的文化，以实现价值增值[125]

Supplemental Financial Information SEPTEMBER 30, 2025 FOUR SEASONS RESORT AND RESIDENCES JACKSON HOLE TABLE OF CONTENTS | 3 | OVERVIEW | | | --- | --- | --- | | | About Host Hotels & Resorts | 4 | | | Analyst Coverage | 5 | | | Forward-Looking Statements | 6 | | | Non-GAAP Financial Measures | 6 | | 7 | PROPERTY LEVEL DATA AND CORPORATE MEASURES | | | | Comparable Hotel Results by Location | 8 | | | Historical Comparable Hotel Results | 16 | | | Comparable Hotel Results 2025 Forecast and Full Year 2024 | 18 ...

Active Rig Count by Location 3 6 1 3 Rig Name Location West Capella S.E. Asia West Carina Brazil Sevan Louisiana U.S. Gulf Sonangol Quenguela2 Angola West Neptune U.S. Gulf West Vela U.S. Gulf West Gemini Angola West Saturn Brazil Sonangol Libongos2 Angola West Auriga Brazil West Polaris Brazil West Elara Norway West Jupiter Brazil West Tellus Brazil 2025 2026 2027 2028 2029 O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J Out-of-service time1 Contract preparation Fi ...

LIBERTY LATIN AMERICA Q3 2025 INVESTOR CALL November 6, 2025 "SAFE HARBOR" FORWARD-LOOKING STATEMENT | DEFINED TERMS FORWARD-LOOKING STATEMENTS & DISCLAIMER This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our strategies, priorities and objectives, financial and operational performance, growth expectations; our digital strategy, product innovation and commercial plans and projects; expectations on ...

The Allstate Corporation Third Quarter 2025 Earnings Presentation Allstate's Strategy To Create Shareholder Value Increase Personal Property-Liability Market Share Expand Protection Services Leveraging Allstate brand, customer base and capabilities | | Q3 2025 | Variance to Prior | | --- | --- | --- | | (in millions except per share data) | | Year | | Revenues | $17,255 | 3.8% | | Policies in Force | 209.5 | 3.8% | | − Personal property-liability | 37.9 | 1.4% | | Net Income applicable to common shareholder ...

业绩总结 - 2025年第三季度调整后的每股收益（EPS）为2.78美元，同比增长32%[15] - 2025年第三季度调整后的EBITDA为12.05亿美元，同比增长14%[35] - 2025年全年调整后的EBITDA指导范围为38.75亿至40.25亿美元[16] - 2025年年初至今，调整后的净收入为14.06亿美元，同比增长29%[35] - 2025年第三季度，净收入为1.35亿美元，基本每股收益为0.70美元，稀释每股收益为0.69美元[98] - 截至2025年9月30日，调整后的EBITDA为3,240百万美元，较2024年同期的2,887百万美元增长12.2%[102] - 截至2025年9月30日，调整后的净收入为1,406百万美元，较2024年同期的1,092百万美元增长28.7%[104] 用户数据 - 2025年第三季度调整后的净收入为5.37亿美元，调整后的每股收益为2.78美元（基本）和2.75美元（稀释）[98] - 截至2025年9月30日，基本每股收益为7.17美元，稀释每股收益为7.00美元[102] - 截至2025年9月30日，净收入可供普通股东为747百万美元，较2024年同期的431百万美元增长73.2%[104] 未来展望 - 2026年调整后的EBITDA指导范围为39.25亿至41.75亿美元[17] - 2026年自由现金流指导范围为19.75亿至22.25亿美元[17] - 2025年净收入预期为10.25亿至12.25亿美元，提升后的预期为10.80亿至12.00亿美元[92] - 2026年净收入预期为11.20亿至13.20亿美元[94] 新产品和新技术研发 - 数据中心协议扩展至445兆瓦，较第二季度增长51%[27] - LS Power投资组合交易预计在2026年第一季度完成，增加13GW天然气和6GW商业与工业虚拟电厂容量[25] 资本配置与股东回报 - 2025年资本配置中，计划回购股票13亿美元[45] - 2025年将向股东返还至少13亿美元的资本，预计每股股息年增长7-9%[50] 财务状况 - 2025年公司债务总额为108.92亿美元，净债务为114.84亿美元[82] - 2025年公司调整后的EBITDA与净债务比率约为2.9倍[82] - 截至2025年10月31日，总负债为169.57亿美元[85] 其他信息 - 2024年公司计划减少75%的二氧化碳排放[76] - 2025年第三季度，利息支出为1.77亿美元，所得税支出为8600万美元[98] - 截至2025年9月30日，现金流量提供自经营活动为484百万美元，较2024年同期的31百万美元显著增长[106]

Strengthening the National Positioning, Navigation, and Timing (PNT) Infrastructure Investor Presentation Disclaimer Industry and Market Information Information contained in this Presentation concerning NextNav's industry and the markets in which it operates, including NextNav's general expectations and market position, market opportunity and market size, is based on information from NextNav's management's estimates and research, as well as from industry and general publications and research, surveys and st ...

Q3 2025 Investor Presentation November 6, 2025 Use of Data Industry and market data used in this Presentation have been obtained from third-party industry publications and sources, as well as from research reports prepared for other purposes. Redwire has not independently verified the data obtained from these sources and cannot assure you of the data's accuracy or completeness. This data is subject to change. Statements other than historical facts, including, but not limited to, those concerning market cond ...

Earnings Call Q3 FY2025 Results November 6th, 2025 Forward Looking Statements Certain statements contained herein, including statements regarding guidance or expected proceeds are not based on historical fact and are "forward-looking statements" within the meaning of applicable securities laws. Generally, these statements can be identified by the use of words such as "guidance," "believes," "estimates," "anticipates," "expects," "on track," "feels," "forecasts," "seeks," "projects," "intends," "plans," "may ...

Q2 FY'26 Earnings N O V E M B E R 5 , 2 0 2 5 November 2025 © 2025 EnerSys. All Rights Reserved. Forward Looking Statements As a reminder, we will be presenting certain forward-looking statements on this call that are based on Management's current expectations and views regarding future events and operating performance and are subject to uncertainties and changes in circumstances. Our actual results may differ materially from the forward-looking statements for a number of reasons. Our forward-looking statem ...