Triangle Peak Portfolio Companies

Our EPS outlook factors in a 1% increase in our overall effective tax rate to 22% in 2023, reflecting lower projected benefits from share-based compensation activity."

exchange will reduce full year EPS by approximately $0.23 per share at the rates assumed in our press release, with the bulk of this impact in the first half. We also expect the impacts in 2023 from higher interest expense of approximately $0.11 per share compared to 2022...

$IDXX Outlook: "Our 2023 EPS outlook is $9.27 per share to $9.75 per share, an increase of 16% to 21% as reported and 19% to 26% on a comparable basis, including approximately 10% of the EPS growth benefit from the lapping of discrete R&D investments. We estimate that foreign...

test Twitter Media - $IDXX Outlook:

"Our 2023 EPS outlook is $9.27 per share to $9.75 per share, an increase of 16% to 21% as reported and 19% to 26% on a comparable basis, including approximately 10% of the EPS growth benefit from the lapping of discrete R&D investments. We estimate that foreign... https://t.co/WaLUagWNsN

pork segment, we expect the back half of the year to outperform the first half of the year."

the long term. However, based on current market dynamics, we now expect to perform between 2% and 4% this fiscal year. Given the result in pork in the first quarter, we are lowering margin guidance for the year to be between 0% and 2%. Counter to normal seasonality for our...

$TSN Outlook: "We are maintaining our total company sales guidance of $55 million to $57 billion, which implies a 3% to 7% sales growth for the year. Supported by the factors detailed earlier, we expect future Beef segment margins to be in a normalized range of 5% to 7% in...

test Twitter Media - $TSN Outlook:

"We are maintaining our total company sales guidance of $55 million to $57 billion, which implies a 3% to 7% sales growth for the year. Supported by the factors detailed earlier, we expect future Beef segment margins to be in a normalized range of 5% to 7% in... https://t.co/P9rpSuAuFS

points and 50 to 70 basis points, respectively."

automotive amid softness in all other end markets. We expect non-GAAP gross margin to decline to be between 45.7% and 47.7% due to lower factory utilization and the dilutive impact of ramping silicon carbide and EFK, which is within our expected range of 100 to 200 basis...

quarter-over-quarter. We expect to recognize more than $5 billion of revenue from our committed LTSAs in 2023 in addition to our noncancelable nonreturnable orders. We anticipate Q1 revenue will be in the range of $1.87 billion to $1.97 billion, with continued strength in...

$ON Guidance: "Given the macro uncertainty, we are taking a cautious stance on our guidance. Despite a slowing macroeconomic environment, our business continues to strengthen with total committed revenue under LTSAs of $16.6 billion, an increase of $2.5 billion...

test Twitter Media - $ON Guidance:

"Given the macro uncertainty, we are taking a cautious stance on our guidance. Despite a slowing macroeconomic environment, our business continues to strengthen with total committed revenue under LTSAs of $16.6 billion, an increase of $2.5 billion... https://t.co/p3J9fCGsmp

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December 31, 2022,” said Thad Trent, Executive Vice President and CFO of onsemi.

billion share repurchase authorization. Driven by a three-fold increase in free cash flow generation since the start of our transformation journey, we have increased flexibility with a repurchase authorization twice that of the previous authorization, which expired on...

“We are committed to a balanced capital allocation strategy to drive long-term value for our shareholders. With the confidence we have in our strategy to invest for long-term profitable growth, the Board of Directors and leadership team are pleased to announce a new $3...

$ON Earnings: - Revenue of $2,103.6 million increased by 14% year-over-year - Automotive revenue of $989 million grew 54% year-over-year - GAAP and non-GAAP diluted earnings per share of $1.35 and $1.32 - GAAP gross margin of 48.5%

test Twitter Media - $ON Earnings:

- Revenue of $2,103.6 million increased by 14% year-over-year
- Automotive revenue of $989 million grew 54% year-over-year
- GAAP and non-GAAP diluted earnings per share of $1.35 and $1.32
-  GAAP gross margin of 48.5% https://t.co/bxuSijFSxH
test Twitter Media - $ON Earnings:

- Revenue of $2,103.6 million increased by 14% year-over-year
- Automotive revenue of $989 million grew 54% year-over-year
- GAAP and non-GAAP diluted earnings per share of $1.35 and $1.32
-  GAAP gross margin of 48.5% https://t.co/bxuSijFSxH

$CMI Earnings: - Revenues of $7.8 billion; GAAP Net Income of $631 million - Diluted EPS of $4.43 - EBITDA in the fourth quarter was 14.2% of sales - Expects full year 2023 revenues to be up 12% to 17%, EBITDA expected to be in the range of 14.5% to 15.2%

test Twitter Media - $CMI Earnings:

- Revenues of $7.8 billion; GAAP Net Income of $631 million
- Diluted EPS of $4.43
- EBITDA in the fourth quarter was 14.2% of sales
- Expects full year 2023 revenues to be up 12% to 17%, EBITDA expected to be in the range of 14.5% to 15.2% https://t.co/RYfUhYrclD

$AMG Earnings: - EPS of $17.40, Economic EPS of $7.28 in fourth quarter - Net Income (controlling interest) of $1.1 billion includes $576 million gain on BPEA transaction, Economic Net Income of $802 million

test Twitter Media - $AMG Earnings:

- EPS of $17.40, Economic EPS of $7.28 in fourth quarter 
- Net Income (controlling interest) of $1.1 billion includes $576 million gain on BPEA transaction, Economic Net Income of $802 million https://t.co/kzlm5HIN3t

$TSN Earnings: - Sales of $13,260 million up 2.5% from prior year - GAAP operating income of $467 million - GAAP EPS of $0.88, down 71% from prior year; Adjusted EPS of $0.85, down 70% from prior year - Liquidity of $2.9 billion

test Twitter Media - $TSN Earnings:

- Sales of $13,260 million up 2.5% from prior year
- GAAP operating income of $467 million
- GAAP EPS of $0.88, down 71% from prior year; Adjusted EPS of $0.85, down 70% from prior year
- Liquidity of $2.9 billion https://t.co/ixeQ3MAqF9

$TKR Earnings: - Sales of $1.08 billion - EPS of $1.32; adjusted EPS of $1.22 - Net income was $407.4 million - Company provides initial estimate for 2023 EPS of $5.80-$6.40, with adjusted EPS of $6.50-$7.10

test Twitter Media - $TKR Earnings:

- Sales of $1.08 billion
- EPS of $1.32; adjusted EPS of $1.22
- Net income was $407.4 million
- Company provides initial estimate for 2023 EPS of $5.80-$6.40, with adjusted EPS of $6.50-$7.10 https://t.co/whbH8bpGy0

$ENR Earnings: - Revenue: $765 million - EPS: $0.72 - Operating cash flow of $161.0 million

test Twitter Media - $ENR Earnings:

- Revenue: $765 million
- EPS: $0.72
- Operating cash flow of $161.0 million https://t.co/a5J777qYON