Invesco Mortgage Capital (IVR) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
Third Quarter 2025 Earnings Call Invesco Mortgage Capital Inc. October 31, 2025 John Anzalone Kevin Collins Mark Gregson David Lyle Brian Norris Chief Executive Officer President Chief Financial Officer Chief Operating Officer Chief Investment Officer Cautionary Notice Regarding Forward-Looking Statements This presentation and comments made in the associated conference call, may include statements and information that constitute "forward-looking statements" within the meaning of the U.S. securities laws as ...
OneMain (OMF) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
3Q25 Financial Results NYSE: OMF | October 31, 2025 Important Information The following slides are part of a presentation by OneMain Holdings, Inc. (the "Company") in connection with reporting quarterly financial results and are intended to be viewed as part of that presentation. No representation is made that the information in these slides is complete. For additional financial, statistical, and business-related information, as well as information regarding business and segment trends, see the earnings rel ...
STRATTEC(STRT) - 2026 Q1 - Earnings Call Presentation
2025-10-31 21:00
Q1 FY2026 Financial Results Conference Call October 30, 2025 Nasdaq: STRT Jennifer Slater President and CEO Matthew Pauli Senior Vice President and CFO www.strattec.com Safe Harbor Statement The Company has provided reconciliations of comparable GAAP to non-GAAP measures in the supplemental slides of this presentation. 2 Strattec Q1 FY2026 Quarter and Fiscal Year Highlights Safe Harbor Statement Certain statements contained in this presentation contain "forward-looking statements" within the meaning of the ...
Telefonica Brasil S.A.(VIV) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
RESULTS 3Q25 Telefônica Brasil S.A. Investor Relations October 30th, 2025 ***Este documento está clasificado como USO INTERNO por TELEFÓNICA. ***This document is classified as INTERNAL USE by TELEFÓNICA. This presentation may contain forward -looking statements concerning prospects and objectives regarding the capture of synergies, growth of the subscriber base, a breakdown of the various services to be offered and their respective results Our actual results may differ materially from those contained in suc ...
Lear(LEA) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
October 31, 2025 Lear Proprietary: The information contained herein is the property of Lear Corporation. Third Quarter 2025 Financial Results Ray Scott, President and CEO Jason Cardew, Senior Vice President and CFO Safe Harbor Statement Non-GAAP Financial Information This presentation also contains non-GAAP financial information. For additional information regarding the Company's use of non-GAAP financial information, as well principles generally accepted in the United States ("GAAP"), please see slides tit ...
Gaming & Leisure Properties(GLPI) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
业绩总结 - GLPI在2025年第三季度实现了1,007百万美元的AFFO,每股AFFO为3.69美元[18] - 2025年第三季度净收入为248,481千美元,同比增长30.7%[42] - 2025年第三季度的资金运营(FFO)为315,466千美元,同比增长25.9%[42] - 2025年第三季度调整后的运营资金(AFFO)为282,019千美元,同比增长5.1%[42] - 2025年第三季度每股摊薄收益为0.85美元,较前一季度增长42.0%[20] - 2025年第三季度运营资金为3.155亿美元,较前一季度增长40.0%[20] - 2025年第三季度调整后的EBITDA为3.664亿美元,较前一季度增长0.8%[20] 用户数据 - 截至2025年9月30日,GLPI拥有68个物业,覆盖20个州,拥有或租赁6,400英亩土地和15,500间酒店房间[12] - 截至2025年9月30日,现金及现金等价物为7.517亿美元[34] 财务状况 - 截至2025年9月30日,长期债务为72.826亿美元,净债务为64.495亿美元[34] - 2025年第三季度的净财务杠杆为4.4倍[34] - 2025年第三季度的净利息支出为83,552千美元[42] - 2025年第三季度的所得税费用为560千美元[42] 融资与投资 - 公司在2025年8月发行了6亿美元的2033年到期高级票据(5.25%)和7亿美元的2037年到期高级票据(5.75%)[17] - 2025年第三季度出售了759万股,获得了3.633亿美元的总销售收入[17] - 预计2025年将包括1.3亿美元的好莱坞赌场乔利埃特搬迁融资和1.5亿美元的M度假酒店塔融资[19] - 公司与Dry Creek Rancheria Pomo印第安部落达成了2.25亿美元的融资承诺,包括1.8亿美元的延迟提款定期贷款,固定利率为12.50%[17] - 2025年10月以1.8375亿美元的价格收购了Sunland Park赛马场和赌场的房地产资产,初始资本化率为8.2%[17] 未来展望 - 2025年当前指导的AFFO预计在1,115百万美元至1,118百万美元之间,较之前的指导增加1.5百万美元[18] - 截至2025年9月30日,融资管道总承诺为28.125亿美元,剩余待融资金额为25.14亿美元[26] 其他信息 - 2025年第三季度的房地产折旧为66,985千美元[42] - 2025年第三季度的信用损失准备金净额为(37,363)千美元[42] - 2025年第三季度的资本维护支出为0千美元[42] - 2025年第三季度的股票基础补偿费用为1,551千美元[42]
Linde plc(LIN) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
Forward-Looking Statement Linde plc Investor Teleconference Presentation Third Quarter 2025 October 31, 2025 This document contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are identified by terms and phrases such as: anticipate, believe, intend, estimate, expect, continue, should, could, may, plan, project, predict, will, potential, forecast, and similar expressions. They are based on management's reasonable ex ...
Nexa Resources S.A.(NEXA) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
Earnings Conference Call 3Q25 October 31, 2025 Disclaimer Our estimates and forward-looking statements may also be influenced by, among others, legal, political, environmental or other risks that could materially affect the potential development of our projects, including risks related to outbreaks of contagious diseases or health crises impacting overall economic activity regionally or globally, as well as risks relating to ongoing or future investigations by local authorities with respect to our business ...
AptarGroup(ATR) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
October 31, 2025 Q3 2025 Results Stephan B. Tanda, Aptar President and CEO Vanessa Kanu, Executive Vice President and CFO Forward Looking Statements & Non-GAAP Financial Measures This presentation includes forward-looking statements. Forward-looking statements are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 and are based on management's beliefs and assumptions in light of information currently available to ma ...
Federated(FHI) - 2025 Q3 - Earnings Call Presentation
2025-10-31 21:00
Analyst Update Data as of September 30, 2025 Federated Hermes, Inc. 1 25-30084 Forward-looking information This presentation is provided as of the date on the cover and contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended. Statements that do not relate strictly to historical or current facts are forward-looking, including those related to product performance, the potential for busin ...