Oshkosh Corporation’s Post

When you have a clear long term strategy, solid leadership and passion to Make life Better…

We are very pleased with our 3Q 2024 results, with continued strong trends across key metrics such as revenue and earnings growth, fundraising, and deployment.    This quarter marks: ✔ Our 14th consecutive quarter of management fee growth, with over 25% growth year over year ✔ Our second strongest fundraising quarter ever, coming from increasingly diverse sources, with a record quarter of fundraising in private wealth  ✔ Record last twelve-month credit originations of $47 billion   These achievements have been driven almost entirely by organic growth, and as we look ahead, we have a number of new businesses that will start to contribute in the coming years, including asset-based finance and digital infrastructure. Pro forma for our recently announced IPI acquisition, our AUM is approximately a quarter of a trillion dollars, and we’re very excited about what lies ahead. 

Stability, Profitability, and Growth. From todays news release: The risks we face are well-understood and well-contained. Our balance sheet was resilient in 2024 and is positioned to continue this strong performance in 2025 through a range of interest rate outcomes. We remain proactive in managing our credit risk. As we navigate these risks, we are committed to generating long-term, sustainable value for our shareholders as we adhere to our guiding principles of stability, profitability, and growth - in that order.

Citizens reported Q4 ’24 earnings today. Thanks to each and every Citizens colleague who contributed to the strong results we delivered. Citizens continues to have a portfolio of unique initiatives that will lead to relative outperformance. Our Consumer Bank has been transformed since the IPO, the Commercial Bank is well positioned and we are building a premier Private Bank/Wealth franchise. Learn more about our performance below. #CitizensColleague

It’s earnings season! Calcbench (new client!) makes public company financial data easier to use than ever before. Check out their reports for a deep dive on the quarter. #earnings #secfilings

Q3 - NO DIRECT RELATION OF PERFORMANCE AND EARNINGS SURPRISE Additional aspects to look at when companies report results: https://lnkd.in/d3NfKguT

The devil is certainly in the detail this earnings season. Our earnings tracker is back. With over 1,000 non-financial companies reporting Q3 results, the collective earnings results are a lot better than they seem. Two major outliers have a big impact on net income. Beyond profitability, we look at revenue, capex, opex, cash, debt, and other key financial metrics. See what these metrics tell us: https://zurl.co/JjaT. Or, better yet, do your own research. Calcbench subscribers with an active subscription can access our earnings tracker found here: https://zurl.co/JjaT #earnings #secfilings #financialanalysis #useconomy Jennifer Reingold Pranav Ghai

Snapshot of Q1 FY25:   ✅ 15% YoY revenue growth with market share gains across US, UK and Germany ✅ Enhanced gross margins from better realizations, product mix, and efficient sourcing ✅ Customer base reaches a record tally of 636k ✅ Strong balance sheet with net cash positive balance of ₹158 crores    Reaffirm our full-year revenue guidance of 14%-17% with operating leverage. The Board has declared a first interim dividend of ₹1.5 per equity share, representing a 90% payout. https://lnkd.in/g6CpyCb9 #q1fy25results #Profitability #QuarterlyResults #dividends #marketshare #ESG

The corporate earnings season generates a flurry of news on headline numbers and analyst estimates. However, a deeper dive into the underlying factors driving earnings surprises can reveal a more nuanced picture. Click her for full analysis - https://lnkd.in/dBxeRyrh With Niti Kiran and I report LiveMint

DS NORDEN reported its Q2 2024 earnings last week, narrowing its guidance for FY2024 net income of USD 160-240m, from USD 150-250m previously. The results came in slightly above consensus analyst estimates. NORDEN announced an extraordinary quarterly dividend of DKK 2 per share, the same as in Q1 2024, while also initiating a new share buyback program of USD 14m. The bottom line result was divided into a profit in Assets & Logistics of USD 64.1m (USD 74.5 Q2 2023), driven by high coverage at profitable rates and a sublease gain. Freight Services & Trading (FS&T) realised a deficit of USD 18.1m (profit of USD 33.7m Q2 2023) as NORDEN unwound its short position in dry cargo and faced challenges in an owners market. The company now looks towards continued strong coverage at profitable levels within Assets & Logistics, and building its deferred long position in dry cargo towards year-end. The One-pager includes a brief description of NORDEN, valuation perspectives relative to a peer group, and several key investment risks and key investment reasons. Learn more about NORDEN and its outlook for 2024 and beyond from the One-pager or catch up on the Q2 2024 earnings presentation, hosted with Martin Badsted, NORDEN CFO at Inderes.dk. Link: https://lnkd.in/dQ79fBHN Disclaimer: HC Andersen Capital receives payment from NORDEN for a DigitalIR/corporate visibility subscription agreement./ Philip Coombes 13:15 13.08.2024.