logo
Alliance Resource Partners, L.P. Announces Second Quarter 2025 Earnings Conference Call

Alliance Resource Partners, L.P. Announces Second Quarter 2025 Earnings Conference Call

Business Wire14-07-2025
TULSA, Okla.--(BUSINESS WIRE)--Alliance Resource Partners, L.P. (NASDAQ: ARLP) will report its second quarter 2025 financial results before the market opens on Monday, July 28, 2025. Alliance management will discuss these results during a conference call beginning at 10:00 a.m. Eastern that same day.
To participate in the conference call, dial U.S. Toll Free (877) 407-0784 and request to be connected to the Alliance Resource Partners, L.P. earnings conference call. International callers should dial (201) 689-8560 and request to be connected to the same call. Investors may also listen to the call via the "Investors" section of ARLP's website at www.arlp.com.
An audio replay of the conference call will be available for approximately one week. To access the audio replay, dial U.S. Toll Free (844) 512-2921; International Toll (412) 317-6671 and request to be connected to replay using access code 13754521.
About Alliance Resource Partners, L.P.
ARLP is a diversified energy company that is currently the second largest coal producer in the eastern United States, supplying reliable, affordable energy domestically and internationally to major utilities, metallurgical and industrial users. ARLP also generates operating and royalty income from mineral interests it owns in strategic coal and oil & gas producing regions in the United States. In addition, ARLP is positioning itself as a reliable energy partner for the future by pursuing opportunities that support the growth and development of energy and related infrastructure.
News, unit prices and additional information about ARLP, including filings with the Securities and Exchange Commission ("SEC"), are available at www.arlp.com. For more information, contact the investor relations department of ARLP at (918) 295-7673 or via e-mail at investorrelations@arlp.com.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Linde PLC (LIN) Q2 2025 Earnings Call Highlights: Record EPS and Operating Margin Amidst ...
Linde PLC (LIN) Q2 2025 Earnings Call Highlights: Record EPS and Operating Margin Amidst ...

Yahoo

time26 minutes ago

  • Yahoo

Linde PLC (LIN) Q2 2025 Earnings Call Highlights: Record EPS and Operating Margin Amidst ...

EPS: $4.09, representing a 6% increase from the prior year. Operating Margin: 30.1%, an all-time quarterly high, increased by 80 basis points year-over-year. Operating Cash Flow: Grew 15% year-over-year. Return on Capital (ROC): 25.1%, leading the industry. Sales: $8.5 billion, a 3% increase over the prior year and 5% sequentially. Underlying Sales Growth: 1% over the prior year and 3% sequentially, excluding acquisitions and FX impacts. Volume Change: Down 1% from last year, with a 2% sequential increase. Acquisitions Impact: Lifted sales by 1% over the prior year. Capital Allocation: $6.5 billion deployed year-to-date, with $2.8 billion in investments meeting risk-reward criteria. Guidance for Q3 EPS: $4.10 to $4.20, representing 4% to 7% growth over last year. Full Year EPS Guidance: $16.30 to $16.50, indicating 5% to 6% growth, including a 1% currency tailwind. Warning! GuruFocus has detected 6 Warning Signs with LBTYA. Release Date: August 01, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Linde PLC (NASDAQ:LIN) achieved record quarterly EPS of $4.09 and an operating margin of 30.1%, despite a challenging macro environment. Operating cash flows grew by 15%, and the return on capital (ROC) of 25.1% continues to lead the industry. The sale of gas project backlog has doubled over four years, reaching $7.1 billion, with significant turnover and execution. Linde PLC (NASDAQ:LIN) has strong customer commitments in the space sector, supporting double-digit growth in commercial space launches. The company maintains a disciplined capital allocation policy, deploying $6.5 billion year-to-date, with a focus on investments that meet risk-reward criteria. Negative Points Volumes are down 1% from last year, primarily due to weaker base volumes in EMEA, offsetting contributions from the project backlog. Europe is expected to continue experiencing softening demand, particularly in Western Europe, with no catalyst for economic improvement this year. The electronics end market faces challenges, with helium pricing down high single digits due to oversupply, particularly in Asia. Linde PLC (NASDAQ:LIN) remains cautious about the economic outlook, with guidance reflecting potential economic contraction and currency volatility. The company faces challenges in Europe due to de-industrialization and potential plant closures, impacting long-term growth prospects. Q & A Highlights Q: Can you provide insights into the geographical and end-market performance expectations for the rest of the year? A: Sanjiv Lamba, CEO, explained that in the Americas, volumes are expected to be flat or slightly up, driven by resilient end markets like space launches, while Europe is likely to see continued demand softening, particularly in Western Europe. In Asia, China is expected to remain flat, with growth in EVs and electronics offset by weaker metals and chemicals. India shows strong growth potential, while the overall APAC region is expected to be flat. Q: Is there a risk of not achieving future price increases given the current weak macroeconomic environment? A: Sanjiv Lamba, CEO, stated that Linde has consistently achieved positive pricing over the last 25 years, even through economic cycles. He expects this trend to continue, with pricing tracking globally weighted CPI, except for some challenges in China, particularly with helium pricing. Q: Can you explain the margin performance in the Americas compared to other segments? A: Matthew White, CFO, noted that while margins in the Americas were flat year-over-year, there is room for improvement. He attributed the flat margins to some mix effects, including home care, and emphasized the importance of tracking full-year performance rather than focusing on quarterly fluctuations. Q: What is the outlook for Linde's project backlog given the current macroeconomic conditions? A: Sanjiv Lamba, CEO, expressed confidence that Linde's project backlog will end the year with a "7" handle, despite starting up $1 billion of investments in the second half. He highlighted a strong opportunity pipeline and expects to bring in enough projects to maintain the backlog above $7 billion. Q: How is Linde positioned in the space industry, and what is the growth potential? A: Sanjiv Lamba, CEO, highlighted that Linde is well-positioned in the space industry, supplying more than four out of five launches in the US. The company has invested significantly in infrastructure to support the space ecosystem, with revenue from the commercial space segment quadrupling over the last three years. Linde expects continued growth in this sector. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Ocugen Inc (OCGN) Q2 2025 Earnings Call Highlights: Strategic Advances Amid Financial Challenges
Ocugen Inc (OCGN) Q2 2025 Earnings Call Highlights: Strategic Advances Amid Financial Challenges

Yahoo

time26 minutes ago

  • Yahoo

Ocugen Inc (OCGN) Q2 2025 Earnings Call Highlights: Strategic Advances Amid Financial Challenges

Cash Equivalents and Restricted Cash: $27.3 million as of June 30, 2025, compared to $58.8 million as of December 31, 2024. Shares Outstanding: 292.2 million shares of common stock as of June 30, 2025. Total Operating Expenses: $15.2 million for the quarter ended June 30, 2025. Research and Development Expenses: $8.4 million for the quarter ended June 30, 2025. General and Administrative Expenses: $6.8 million for the quarter ended June 30, 2025. Previous Year Operating Expenses: $16.6 million for the quarter ended June 30, 2024. Previous Year Research and Development Expenses: $8.9 million for the quarter ended June 30, 2024. Previous Year General and Administrative Expenses: $7.7 million for the quarter ended June 30, 2024. Warning! GuruFocus has detected 4 Warning Signs with OCGN. Release Date: August 01, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Ocugen Inc (NASDAQ:OCGN) is advancing three gene therapy candidates, with two in late-stage development, and plans to file three biological licensing applications and market authorization applications in the next three years. The OCU400 Phase 3 liMeliGhT clinical trial for retinitis pigmentosa is progressing well, with multiple regulatory designations obtained to assist with review. The company has entered into a regional partnership for OCU400 in Korea, which is expected to enhance its financial position and maximize global patient reach. Ocugen Inc (NASDAQ:OCGN) has strengthened its leadership team with new appointments, enhancing expertise in critical functions such as regulatory leadership and commercial strategy. The company is actively pursuing strategic partnerships and non-dilutive funding opportunities to support its financial strategy and minimize shareholder dilution. Negative Points Ocugen Inc (NASDAQ:OCGN) reported a decrease in cash equivalents and restricted cash from $58.8 million at the end of 2024 to $27.3 million as of June 30, 2025. Total operating expenses for the second quarter of 2025 were $15.2 million, slightly lower than the previous year but still significant. The company faces challenges in enrolling patients for its clinical trials due to the rare nature of some diseases, although it remains optimistic about meeting enrollment targets. There is no futility analysis for the OCU400 trial, and the Data and Safety Monitoring Board's review was focused solely on safety, not efficacy. The financial impact of the Korean partnership will be recognized over an extended period, up to 2027, rather than immediately. Q & A Highlights Q: Are there any other deals Ocugen might be looking to execute, such as regional license agreements, asset sales, or spinouts? A: Dr. Shankar Musunuri, Chairman of the Board, CEO & Co-founder, stated that Ocugen is continuously exploring potential partnership opportunities, including regional partnerships for all their gene therapy programs. Q: Could you provide details on the Stargardt Phase 2/3 trial enrollment and any challenges anticipated due to the rare nature of the disease? A: Dr. Huma Qamar, Chief Medical Officer, mentioned that the trial has started dosing and they do not anticipate challenges in enrolling Stargardt patients. The trial includes 15 centers, and they are on track for enrollment and a BLA filing in 2027. Q: Can you explain the significance of a 27% lesion growth reduction in GA from a patient perspective? A: Dr. Arun Upadhyay, Chief Scientific Officer, explained that a 27% reduction in lesion growth helps prevent significant loss of visual function. The modified gene therapy approach not only preserves photoreceptors but also enhances their function, potentially leading to improved vision over time. Q: Was the DSMB analysis for OCU400 in RP purely for safety, or did it include a futility analysis? A: Dr. Huma Qamar confirmed that the DSMB analysis was purely for safety, with no serious adverse events reported related to the investigational product. Q: What is the regulatory path for OCU400 in Korea and potentially other Asian markets? A: Dr. Shankar Musunuri explained that similar to the EMA, Korea may not require additional clinical trials and can use US FDA approval for product launch. They are also exploring similar paths in other markets, including Japan. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

Moderna Inc (MRNA) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic Cost ...
Moderna Inc (MRNA) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic Cost ...

Yahoo

time26 minutes ago

  • Yahoo

Moderna Inc (MRNA) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic Cost ...

Revenue: $0.1 billion for Q2 2025. Net Loss: $0.8 billion for Q2 2025. Cash and Investments: $7.5 billion at the end of Q2 2025. Cost Reduction: 35% reduction in cost of sales, R&D, and SG&A combined compared to Q2 2024. Operating Expenses Reduction: $581 million reduction in Q2 2025 versus Q2 2024, a 40% year-over-year reduction. Net Product Sales: $114 million, primarily driven by COVID vaccine sales. Total Revenue: $142 million for Q2 2025. Cost of Sales: $119 million, representing 105% of net product sales. R&D Expenses: $700 million, down 43% from last year. SG&A Expenses: $230 million, down 14% year over year. Loss Per Share: $2.13, an improvement from a loss of $3.33 in 2024. 2025 Revenue Projection: Updated to $1.5 billion to $2.2 billion. 2025 R&D Expense Forecast: Lowered to $3.6 billion to $3.8 billion. 2025 Capital Expenditures Projection: Lowered to $300 million. Headcount Reduction: Approximately 10% reduction announced. Warning! GuruFocus has detected 2 Warning Sign with MRNA. Release Date: August 01, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Moderna Inc (NASDAQ:MRNA) secured three FDA approvals, including mNEXSPIKE, a next-generation COVID vaccine, and mRESVIA for high-risk individuals. The company reported a 35% reduction in combined costs of sales, R&D, and SG&A compared to the second quarter of 2024. Moderna Inc (NASDAQ:MRNA) ended the quarter with $7.5 billion in cash and investments, maintaining a strong financial position. Positive Phase III efficacy data for their flu vaccine was announced, which supports the advancement of their flu and flu-COVID combination programs. The UK Court of Appeal upheld the validity of Moderna's EP'949 patent, which was found to be infringed by Pfizer and BioNTech. Negative Points Moderna Inc (NASDAQ:MRNA) reported a net loss of $825 million for the quarter, although this was an improvement from the previous year. Product sales declined by 38% compared to the second quarter of 2024, primarily due to lower COVID vaccine sales. The company announced a 10% workforce reduction to align costs with current business conditions. There was a $300 million reduction in the high end of their 2025 projected revenue range due to a timing shift of UK COVID shipments. Cost of sales represented 105% of net product sales this quarter, up from 62% in the prior year, driven by lower volume. Q & A Highlights Q: Can you explain the rationale behind adding secondary endpoints to the CMV study and provide an update on the individualized neoantigen therapy data cadence? A: Stephen Hoge, President: The addition of secondary endpoints in the CMV study aims to capture more comprehensive data on the vaccine's potential value, such as virus presence in bodily fluids. This is done while the study remains blinded to ensure integrity. Regarding the individualized neoantigen therapy, we expect a consistent cadence of results from randomized studies over the next year or two, starting with the Phase III adjuvant melanoma study. Q: How should we think about COVID vaccine pricing in the US this year compared to last year? A: James Mock, CFO: The US COVID vaccine sales are projected between $1 billion to $1.5 billion, factoring in competitive pressures and vaccination rates. Contracting and pricing are complete, and we are confident in our range, though specific pricing details are not disclosed. Q: What are your expectations for the CMV vaccine's positive readout, and how do you view the regulatory environment with recent FDA and ACIP changes? A: Stephen Hoge, President: A positive CMV readout would show vaccine efficacy above 49.1%, which would significantly impact public health. We continue to have productive dialogues with the FDA and ACIP, and we are grateful for the timely approvals of our recent products. Q: Do you have any early indications of COVID vaccine demand for the upcoming fall and winter season? A: Joseph Stringer, Analyst: Outside the US, demand is stable due to advanced purchase agreements. In the US, the spring booster campaign showed solid uptake, particularly among the 65+ demographic. We remain cautiously optimistic for the fall, but the true demand will be clearer by the end of September. Q: How are you balancing the need to bring late-stage infectious products to market with cost-cutting measures? A: James Mock, CFO: We continue to invest significantly in our late-stage pipeline, focusing on diversification beyond seasonal products. We are balancing the completion of our respiratory portfolio with investments in oncology and rare diseases, while adjusting our cash costs from $9 billion to $4 billion. Q: What does the decision to start the first-line metastatic melanoma trial for Intismeran suggest about the program's potential? A: Stephen Hoge, President: The decision reflects our optimism based on the adjuvant melanoma study results. We believe in the potential of Intismeran in both adjuvant and metastatic settings, supported by our progress in manufacturing efficiency. Q: Can you discuss the flu-COVID combo submission requirements and the timeline for CMV data release? A: Stephen Hoge, President: We are consulting with the FDA on flu-COVID combo requirements, likely needing flu efficacy data first. For CMV, we are updating the statistical analysis plan and expect to release data this fall, though exact timing depends on completing necessary approvals. Q: How are you approaching business development, particularly in oncology, and what are your plans for the COVID-flu combo filing? A: Stephane Bancel, CEO: We focus on partnering for non-mRNA assets and are open to collaborations that enhance our oncology capabilities. For the COVID-flu combo, we may proceed with flu approval first, but concurrent submissions are possible depending on regulatory guidance. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store