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Ameren(AEE) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
业绩总结 - 2025年第三季度调整后每股收益(EPS)为$2.17,较2024年的$1.87增长16.0%[10] - 2025年九个月调整后每股收益(EPS)为$4.25,较2024年的$3.86增长10.1%[10] - 2025年第三季度GAAP净收益为6.40亿美元,摊薄每股收益为2.35美元,较2024年同期的4.56亿美元和1.70美元增长40.3%和38.2%[45] - 调整后净收益为5.92亿美元,摊薄每股收益为2.17美元,较2024年同期的5.00亿美元和1.87美元增长18.4%和16.0%[45] 未来展望 - 2025年预计调整后每股收益(EPS)范围为$4.90至$5.10,较2024年原始EPS指导中点$4.62增长约8.2%[22] - 2026年预计每股收益(EPS)范围为$5.25至$5.45,较2025年原始EPS指导中点$4.95增长约8.1%[22] - Ameren预计2025年至2029年每股收益年复合增长率(CAGR)为6%至8%[43] - Ameren Missouri预计2025年至2029年销售年复合增长率(CAGR)约为5.5%[24] 投资与资本支出 - 2025年截至9月30日,资本支出为$3,086百万,较2024年的$3,024百万增长2.1%[17] - Ameren计划在2025年至2029年投资$26.3十亿于基础设施[37] - Ameren的长期基础设施投资管道超过$68十亿,涵盖2025年至2034年[38] - Ameren预计在2025年至2029年期间每年进行约6亿美元的股权融资[83] 新产品与技术研发 - Ameren Missouri的计划发电组合预计在2029年前提供$15亿的税收抵免,带来显著客户节省[27] - Ameren计划在2030年前增加1,600 MW的天然气发电,投资机会为40亿美元[87] - Ameren计划在2030年前增加2,700 MW的可再生能源发电,投资机会为60亿美元[87] - Ameren Missouri的2025年优选资源计划中,电池储能到2030年将增加1,000 MW,投资机会为15亿美元[87] 负面信息 - Ameren Illinois的电力分配收益因运营和维护费用增加而下降[50] - 截至2025年9月30日,Ameren的外部债务余额为41.5亿美元,信用评级为Baa1/BBB+[58] 其他策略与信息 - 预计2025年的年均股息率为每股2.84美元,提供约2.8%的收益率[69] - Ameren的FERC监管下,传输业务的允许ROE为10.48%,平均股本比例约为56%[77] - Ameren Illinois的ICC监管下,未来测试年度的允许ROE为9.44%,股本比例为50%[77] - Ameren Illinois的绩效基础定价计划在2024年至2027年有效,允许ROE为8.72%[77] - Ameren Missouri的基础设施追踪器有效期至2035年,需申请MoPSC批准延长至2040年[77]
Tecnoglass(TGLS) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
Third Quarter 2025 Earnings Conference Call November 6, 2025 – TECNOGLASS INC. (NYSE: TGLS) FORWARD LOOKING STATEMENTS This presentation includes certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding future financial performance, future growth and future acquisitions. These statements are based on Tecnoglass' current expectations or beliefs and are subject to uncertainty and changes in circumstances. Actual results may v ...
Nutrien(NTR) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
Q3 2025 Results Presentation November 5, 2025 Forward looking statements Forward Looking Statements Certain statements and other information included in this presentation, including under the sections "Financial Guidance" and "Market Outlook", constitute "forward-looking information" or "forward-looking statements" (collectively, "forward-looking statements") under applicable securities laws (such statements are often accompanied by words such as "anticipate", "forecast", "expect", "believe", "may", "will", ...
Atmos Energy (ATO) - 2025 Q4 - Earnings Call Presentation
2025-11-06 23:00
Analyst Call to Review Fiscal 2025 Financial Results & Fiscal 2026 – 2030 Outlook November 6, 2025 10:00 a.m. Eastern Fiscal 2025 Review As of November 5, 2025 Page 2 Fiscal 2025 Financial Performance Fiscal 2025 Highlights • Executing Our Regulatory Strategy • Maintaining a Strong Financial Profile As of November 5, 2025 Page 3 • Consistent Track Record of Financial Performance • YTD Diluted EPS of $7.46; 23rd consecutive year of EPS growth • $3.6 billion in capital spending; 87% allocated to safety and re ...
Primerica(PRI) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
Earnings Results Quarter Ended September 30, 2025 Forward-Looking Statements This presentation may contain forward-looking statements. Information on factors that could cause results to differ materially from those projected in this presentation is available in our Form 10-K for the year ended December 31, 2024, as may be modified by subsequent Forms 10-Q. These documents are available in the Investor Relations section of our website, https://investors.primerica.com. The forward- looking statements speak as ...
ParkOhio(PKOH) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
Park-Ohio Holdings Corp. Third Quarter 2025 Earnings Call Presentation November 6, 2025 Forward-Looking Statements and Non-GAAP Measures These slides contain forward-looking statements, including statements regarding future performance of the Company, that are subject to known and unknown risks, uncertainties and other factors that may cause our actual results, performance and achievements, or industry results, to be materially different from any future results, performance or achievements expressed or impl ...
Cummins(CMI) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
2 5 3 | Performance Metric ($M) | As Reported | Accelera Non-Cash Charges | Adjusted | | --- | --- | --- | --- | | Revenue | 8,317 | | 8,317 | | EBITDA | 1,187 | 240 | 1,427 | | Net Income | 536 | 240 | 776 | | Diluted EPS | $3.86 | $1.73 | $5.59 | 6 | $ Millions | Engine | Components | Distribution | Power Systems | Accelera | Intersegment Eliminations | Total | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Three months ended September 30, 2025 | | | | | | Net Sales | 2,605 | 2,329 | 3,172 | 1, ...
Priority Technology (PRTH) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
November 2025 R: 0 G: 62 B: 41 R: 1 G: 39 B: 26 R: 254 G: 109 B: 18 R: 255 G: 255 B: 255 Priority Technology Holdings, Inc. (Nasdaq: PRTH) Supplemental Slides: Q3 2025 Earnings Call R: 231 G: 229 B: 170 R: 166 G: 166 B: 166 R: 117 G: 209 B: 208 R: 131 G: 201 B: 126 R: 37 G: 37 B: 37 Disclaimer Important Notice Regarding Forward-Looking Statements and Non-GAAP Measures This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such stat ...
Genworth(GNW) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
3Q Investor Presentation Earnings Summary November 5, 2025 1 This presentation contains certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by words such as "expects," "intends," "anticipates," "plans," "believes," "seeks," "estimates," "will," "may" or words of similar meaning and include, but are not limited to, statements regarding the outlook for the company's future business and financial performan ...
Curtiss-Wright(CW) - 2025 Q3 - Earnings Call Presentation
2025-11-06 23:00
Q3 2025 EARNINGS CONFERENCE CALL November 6, 2025 Conference Call Dial-in numbers: (800) 343-5172 (domestic) (203) 518-9856 (international) Conference code: CWQ325 1 Investor Day 2024 SAFE HARBOR STATEMENT Please note that the information provided in this presentation is accurate as of the date of the original presentation. The presentation will remain posted on this website from one to twelve months following the initial presentation, but content will not be updated to reflect new information that may beco ...