0000950123-95-002683.txt : 19950920 0000950123-95-002683.hdr.sgml : 19950920 ACCESSION NUMBER: 0000950123-95-002683 CONFORMED SUBMISSION TYPE: 10-K405 PUBLIC DOCUMENT COUNT: 7 CONFORMED PERIOD OF REPORT: 19950630 FILED AS OF DATE: 19950919 SROS: AMEX FILER: COMPANY DATA: COMPANY CONFORMED NAME: HUDSON GENERAL CORP CENTRAL INDEX KEY: 0000048948 STANDARD INDUSTRIAL CLASSIFICATION: AIRPORTS, FLYING FIELDS & AIRPORT TERMINAL SERVICES [4581] IRS NUMBER: 131947395 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 10-K405 SEC ACT: 1934 Act SEC FILE NUMBER: 001-05896 FILM NUMBER: 95574649 BUSINESS ADDRESS: STREET 1: 111 GREAT NECK RD CITY: GREAT NECK STATE: NY ZIP: 11021 BUSINESS PHONE: 5164878610 MAIL ADDRESS: STREET 1: P O BOX 355 CITY: GREAT NECK STATE: NY ZIP: 11022 FORMER COMPANY: FORMER CONFORMED NAME: HUDSON LEASING CORP DATE OF NAME CHANGE: 19711207 10-K405 1 FORM 10-K -- HUDSON GENERAL CORPORATION 1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K [X] ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 1995 OR [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to____________________ Commission file number 1-5896 HUDSON GENERAL CORPORATION (Exact Name of Registrant as specified in its charter)
Delaware 13-1947395 --------------------------------------------- -------------------- (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 111 Great Neck Road, Great Neck, N.Y. 11021 --------------------------------------------- ---------- (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code (516) 487-8610 Securities registered pursuant to Section 12(b) of the Act: Name of each exchange on Title of each class which registered ------------------- ----------------------------- Common Stock, $1 par value American Stock Exchange, Inc. 7% Convertible Subordinated Debentures Due 2011 American Stock Exchange, Inc. ---------------------------------------------------------------------------------------------------- Securities registered pursuant to Section 12(g) of the Act: None ----------------------------------------------------------------------------------------------------
(Title of Class) Indicate by a checkmark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes X No Indicate by check mark if disclosure of delinquent filers pursuant to Item 405 of Regulation S-K is not contained herein, and will not be contained, to the best of registrant's knowledge, in definitive proxy or information statements incorporated by reference in Part III of this Form 10-K or any amendment to this Form 10-K. [X] Aggregate market value of voting stock held by non-affiliates of Registrant based on the closing price on August 7, 1995 was $18,253,708. The number of shares outstanding (net of treasury stock) of the Registrant's common stock as of August 7, 1995 was 1,157,202 shares. Specific portions of the following documents are incorporated herein by reference in the parts hereof indicated, and only such specific portions are to be deemed filed as part of this report:
Document Part -------- ---- 1995 Proxy Statement of Registrant (to be filed with the Commission pursuant to Regulation 14A no later than 120 days after the close of its fiscal year) III Registrant's 1995 Annual Report to Shareholders I, II, IV
2 PART I ITEM 1. BUSINESS General Development of Business Hudson General Corporation (the "Company" or "Registrant") was organized in Delaware in 1961. The Company is principally engaged in providing a broad range of services to the aviation industry. The services, which are conducted by the Company and its subsidiaries, include aircraft ground handling; aircraft deicing; aircraft fueling; ground transportation services; snow removal; fuel management; cargo warehousing; ramp sweeping and glycol recovery; the sale, leasing and maintenance of ground support equipment; specialized maintenance services and the leasing of hangar, office and tie-down space to private aircraft owners. On October 31, 1994, the Company ceased its fixed base operations in Canada (see Note 4 to Item 14(a)(1) Financial Statements). In addition to its aviation services, the Company is a 50% partner with Oxford First Corporation in a joint venture for the development and sale of land on the Island of Hawaii (see Note 6 to Item 14(a)(1) Financial Statements). Narrative Description of Business The Company's snow removal and aircraft deicing services are seasonal in nature. The results of these operations are normally reflected in the second and third quarters of the fiscal year, and fluctuate depending upon the severity of the winter season. Additional information required to be provided under this item is incorporated by reference from pages 3-8 of the Registrant's 1995 Annual Report to Shareholders. General Information The Company does not spend a material amount for research or development activities. During the years ended June 30, 1995, 1994, and 1993, sources of -2- 3 the Company's revenues which exceeded 10% of consolidated revenues in any year were: aircraft ground handling services (including deicing) $74,334,000, $68,291,000 and $67,811,000; aircraft fueling services (including fixed base operations) $22,923,000, $21,936,000 and $23,586,000; ground transportation services $23,802,000, $22,171,000 and $20,567,000; and snow removal services $3,706,000, $17,871,000 and $8,933,000, respectively (Note: Foreign revenues included above are translated at the average rates of exchange in their respective fiscal years). No customer of the Company accounted for more than 10% of consolidated revenues during fiscal 1995. The Company's services are generally subject to competitive bidding, and the Company competes principally with airlines and other aviation services companies, some of which are larger and have resources greater than the Company. The major bases of competition are the prices at which services are offered and the quality and efficiency in the performance of services. The compliance with federal, state and local provisions which have been enacted or adopted regulating the discharge of materials into the environment has not to date had a material effect upon the Company's capital expenditures, results of operations or competitive position. However, the federal government and many state and local governments have enacted or proposed legislation and regulations with respect to storage facilities for fuel, petroleum-based products and chemicals, the disposal of hazardous waste materials, storm water discharges, and financial responsibility for possible liability exposures relating to fuel storage facilities. Compliance with such legislation and regulations has resulted in expenditures by the Company, including expenditures for the testing, decommissioning and/or replacement of certain of its fuel and deicing fluid storage facilities, and the clean-up of fuel spills. The Company is presently engaged in several such decommissioning, replacement and clean-up projects, and it is anticipated that additional such expenditures, the amount of which is presently not -3- 4 expected to be material, will be required. In addition, airport authorities are coming under increasing pressure to clean-up previous contamination at their facilities, and are seeking financial contributions from airport tenants and companies which operate at their airports. The Company cannot predict at this time, the amount, if any, that it may be required to pay in connection with such airport authority initiatives. The Company employs an aggregate of approximately 3,700 persons. Financial Information About Foreign and Domestic Operations and Export Sales The Company operates in only one industry segment. For information as to foreign operations, see Note 4 to Item 14(a)(1) Financial Statements. For information relating to the Company's investment in a joint venture to develop and sell land in Hawaii (the Venture), see Note 6 to Item 14(a)(1) Financial Statements. -4- 5 ITEM 2. PROPERTIES The Company's executive offices at 111 Great Neck Road, Great Neck, New York contain approximately 13,000 square feet and are under lease through December 31, 2002. The Company also leases office, warehouse, hangar and maintenance shop space as well as fuel storage facilities at various airport locations in the United States and Canada. These leases expire at various dates through 2005 and contain various renewal options through 2020. A portion of this leased space has been sublet to non-affiliated sublessees. The properties owned and leased by the Company are suitable and adequate to conduct its business. For information relating to the Company's interest in land in Hawaii, see Note 6 to Item 14(a)(1) Financial Statements and page 8 of the Registrant's 1995 Annual Report to Shareholders. -5- 6 ITEM 3. LEGAL PROCEEDINGS In 1988, Texaco Canada Inc. (Texaco) (now known as McColl- Frontenac Inc.) instituted a suit in the Supreme Court of Ontario, Canada against the Company and Petro-Canada, Inc., the corporation which supplied aviation fuel for the Company's Canadian fixed base operations. The suit's allegations, as amended in 1992, are that the defendants interfered with contractual and fiduciary relations and induced the breach of a fuel supply agreement between Texaco and Innotech Aviation Limited (Innotech) in connection with the purchase by the Company from Innotech in 1984 of certain assets of Innotech's airport ground services business. The suit seeks compensatory and punitive damages totaling $110,000,000 (Canadian) (approximately $80,000,000 (U.S.)) plus all profits earned by the defendants subsequent to the alleged breach. A trial date has been set for May 1996. Innotech (which due to a name change is now called Aerospace Realties (1986) Limited) has agreed to defend and indemnify the Company against claims of whatever nature asserted in connection with, arising out of or resulting from the fuel supply agreement with Texaco, and is defending the Company in the suit by Texaco. Company management believes, and counsel for the Company has advised based on available facts, that the Company will successfully defend this action. In March 1994 a jury in New York State Supreme Court in Manhattan, New York rendered a verdict against the Company in a civil lawsuit for personal injuries and awarded the plaintiff a total of $21,436,000 in damages, of which $19,186,000 is covered by insurance. The suit arose from an accident involving a collision between a Company vehicle and another vehicle at JFK International Airport in New York. At March 31, 1994, the Company accrued a provision for the entire uninsured punitive damage amount of $2,250,000 in the Company's consolidated statements of operations. In -6- 7 June 1994, as a result of a ruling by the judge in the case vacating the uninsured punitive damage award against the Company, the Company reversed the $2,250,000 provision which it had previously accrued. The judge also ruled that the jury's award of compensatory damages was excessive in several respects, and held that this award should be reduced to $9,600,000. The compensatory damages are fully covered by insurance. The Company's insurance carrier has appealed the judge's ruling, seeking to further reduce the jury's award. As a result, it is anticipated that the plaintiff will cross-appeal the judge's ruling, seeking to reinstate the jury award including punitive damages. Company management and appellate counsel for the Company believe that the Appellate Division is unlikely to award punitive damages to the plaintiff. -7- 8 ITEM 4. SUBMISSION OF MATTERS TO A VOTE OF SECURITY HOLDERS - Not Applicable ADDITIONAL ITEM EXECUTIVE OFFICERS OF THE COMPANY
Name Age Position with Company ---- --- --------------------- Jay B. Langner 65 Chairman of the Board, President, Chief Executive Officer and Director Paul R. Pollack 53 Executive Vice President and Chief Operating Officer Michael Rubin 48 Executive Vice President and Chief Financial Officer Raymond J. Rieder 45 Senior Vice President and Chief Marketing Officer Fernando DiBenedetto 46 Senior Vice President - Operations Donald S. Croot 66 Vice President-Canadian Operations Noah E. Rockowitz 46 Vice President, Secretary and General Counsel
No family relationships exist among the executive officers of the Company. Each of the executive officers holds office at the pleasure of the Board of Directors, except as noted below. Mr. Langner has served as a Director of the Company since 1961 and as Chairman since 1977. He has served as President since 1989 and previously served in such capacity from 1961 until 1979. The Company has an employment contract with Mr. Langner pursuant to which Mr. Langner has agreed to render services to the Company as Chairman, President and Chief Executive Officer for a period ending January 31, 1998. Mr. Pollack has served as Executive Vice President and Chief Operating Officer of the Company since 1990, and prior thereto as Senior Vice President since 1984. He has been employed in various capacities with the Company, including as a divisional officer, since 1968. Mr. Pollack is a Certified Public Accountant. Mr. Rubin has served as Executive Vice President and Chief Financial Officer of the Company since 1990, and has been Treasurer of the Company since 1983. Previously, Mr. Rubin had been Vice President-Finance -8- 9 since 1985. He has been employed in various capacities with the Company since 1971. Mr. Rubin is a Certified Public Accountant. Mr. Rieder has served as Senior Vice President and Chief Marketing Officer of the Company since 1990, and prior thereto as Vice President - Marketing since 1984. He has been employed in various capacities with the Company, including as a divisional officer, since 1967. Mr. DiBenedetto has served as Senior Vice President-Operations since July 26, 1994. Prior thereto he was Vice President- Operations since 1984. He has been employed in various capacities with the Company, including as a divisional officer, since 1970. Mr. Croot has served as Vice President-Canadian Operations of the Company since 1989. He has been employed in various capacities with the Company, including as a divisional officer, since 1968. Mr. Rockowitz has served as Vice President-General Counsel since 1985 and as Secretary since 1986. Prior to joining the Company in 1985, he had been Corporate Secretary and Assistant General Counsel of Belco Petroleum Corporation since 1978. The Company has employment contracts with Messrs. Pollack, Rubin, Rieder, DiBenedetto and Rockowitz which currently extend until December 31, 1995 and are subject to extension for additional two year periods unless on or before the September 30th preceeding any then-existing expiration date, the Company notifies the executive that it elects not to so extend the term. The Company also has an employment contract with Mr. Croot which may be terminated by the Company as of any December 31st. -9- 10 PART II ITEM 5. MARKET FOR THE REGISTRANT'S COMMON STOCK AND RELATED STOCKHOLDER MATTERS The information required to be provided under Part II, Item 5(a) and (c) is incorporated by reference from page 13 of the Registrant's 1995 Annual Report to Shareholders under the caption "Selected Consolidated Financial Data". At June 30, 1995, there were 220 holders of record of the Company's common stock. The Company's Revolving Credit Agreement, as amended (Credit Agreement), contains certain limitations on the payment of dividends (see Note 5 to Item 14(a)(1) Financial Statements) including limiting the payment of dividends (other than stock dividends) and the purchase, redemption or retirement by the Company of its stock to an annual amount not to exceed the lesser of (i) $1,200,000 or (ii) 50% of consolidated net income, as defined, for the most recently ended fiscal year. In addition, the Company is restricted from paying cash dividends or purchasing, redeeming or retiring its stock unless tangible net worth (TNW), as defined, is greater than $16,500,000. At June 30, 1995 TNW was $22,298,000. The Credit Agreement also permits the Company, until March 31, 1996, to expend up to an additional $3,000,000 to repurchase shares of its common stock so long as no proceeds from borrowings under the Credit Agreement are utilized for such purpose. The Board of Directors has approved the repurchase of up to 150,000 shares of the Company's common stock from time to time in either open market or privately negotiated transactions. As of August 25, 1995 the Company had repurchased 112,800 shares in the open market for an aggregate purchase price of approximately $2,000,000 pursuant to this authorization. -10- 11 ITEM 6. SELECTED FINANCIAL DATA The information required to be provided under Part II, Item 6 is incorporated by reference from page 13 of the Registrant's 1995 Annual Report to Shareholders under the caption "Selected Consolidated Financial Data". ITEM 7. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS The information required to be provided under Part II, Item 7 is incorporated by reference from pages 9-12 of the Registrant's 1995 Annual Report to Shareholders under the caption "Management's Discussion and Analysis of Financial Condition and Results of Operations". ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA The consolidated financial statements of the Company and the independent auditors' report thereon of KPMG Peat Marwick LLP, independent certified public accountants, for the Company's fiscal years ended June 30, 1995, 1994 and 1993 are filed pursuant to Item 14(a)(1) of this Report. The financial statements and the required financial statement schedule of the Venture and the independent auditors' report thereon of KPMG Peat Marwick LLP, independent certified public accountants, for the fiscal years ended June 30, 1995, 1994 and 1993 are filed pursuant to Item 14(d) of this Report. All such financial statements and financial statement schedule are incorporated herein by reference. Selected quarterly financial data of the Registrant for the fiscal years ended June 30, 1995 and 1994 appears in Note 12 to Item 14(a)(1) Financial Statements. ITEM 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE - Not Applicable -11- 12 PART III ITEM 10. DIRECTORS AND EXECUTIVE OFFICERS OF THE REGISTRANT The information required to be provided under Part III, Item 10, relative to Directors of the Registrant is incorporated by reference from the Registrant's 1995 definitive proxy statement to be filed with the Securities and Exchange Commission (the "Commission") pursuant to Regulation 14A no later than 120 days after the close of its fiscal year and, relative to executive officers, to Part I of this report under the caption "Executive Officers of the Company". ITEM 11. EXECUTIVE COMPENSATION ITEM 12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS The information required to be provided under Part III, Items 11, 12 and 13 is incorporated by reference from the Registrant's 1995 definitive proxy statement to be filed with the Commission pursuant to Regulation 14A no later than 120 days after the close of its fiscal year. PART IV ITEM 14. EXHIBITS, FINANCIAL STATEMENT SCHEDULES AND REPORTS ON FORM 8-K (a)(1) Financial Statements of the Registrant, all of which are incorporated herein by reference to the Registrant's 1995 Annual Report to Shareholders. Independent Auditors' Report of KPMG Peat Marwick LLP, independent auditors, appearing on page 24 of the 1995 Annual Report to Shareholders. Consolidated Balance Sheets of Hudson General Corporation and Subsidiaries at June 30, 1995 and 1994, appearing on page 15 of the 1995 Annual Report to Shareholders. Consolidated Statements of Operations of Hudson General Corporation and Subsidiaries for the Years Ended June 30, 1995, 1994 and 1993, appearing on page 14 of the 1995 Annual Report to Shareholders. Consolidated Statements of Cash Flows of Hudson General Corporation and Subsidiaries for the Years Ended June 30, 1995, 1994 and 1993, appearing on page 17 of the 1995 Annual Report to Shareholders. -12- 13 Consolidated Statements of Stockholders' Equity of Hudson General Corporation and Subsidiaries for the Years Ended June 30, 1995, 1994 and 1993 appearing on page 16 of the 1995 Annual Report to Shareholders. Notes to Consolidated Financial Statements appearing on pages 18-24 of the 1995 Annual Report to Shareholders. -13- 14
Location -------- in 10-K ------- (a)(2) Financial Statements of Kohala Joint Venture and Subsidiary: Independent Auditors' Report of KPMG Peat Marwick LLP. F2 Consolidated Balance Sheets of Kohala Joint Venture and Subsidiary at June 30, 1995 and 1994. F3 Consolidated Statements of Operations and Partners' Deficit of Kohala Joint Venture and Subsidiary for the F4 Years Ended June 30, 1995, 1994 and 1993. Consolidated Statements of Cash Flows of Kohala Joint Venture and Subsidiary for the Years Ended June 30, F5 1995, 1994 and 1993. Notes to Consolidated Financial Statements. F6-F12 Financial Statement Schedule of Kohala Joint Venture and Subsidiary for the Years Ended June 30, 1995, 1994 and 1993: II - Valuation and Qualifying Accounts F13 Schedules other than those listed above are omitted because of the absence of the conditions under which they are required or because the information required therein is set forth in all material respects in the financial statements, including the notes thereto.
-14- 15 (a)(3) Exhibits EXHIBIT NO. EXHIBIT DESCRIPTION ------- --------------------------------------------------------- 3.1 Restated Certificate of Incorporation of the Registrant, as amended to date, filed as Exhibit 3.1 to Quarterly Report on Form 10-Q for the quarter ended December 31, 1986, incorporated herein by reference. 3.2 By-laws of the Registrant, as amended to date, filed as Exhibit 3.2(b) to Quarterly Report on Form 10-Q for the quarter ended December 31, 1991, incorporated herein by reference. 4.4(a) Revolving Credit and Term Loan Agreement dated as of November 25, 1992 among the Registrant, various banking institutions named therein and The First National Bank of Boston, as agent, filed as Exhibit 4.4(h) to Current Report on Form 8-K filed December 4, 1992, incorporated herein by reference. 4.4(b) First Amendment to the Revolving Credit and Term Loan Agreement dated as of November 25, 1992 among the Registrant, various banking institutions named therein and The First National Bank of Boston, as agent, dated as of August 31, 1993 filed as Exhibit 4.4(i) to Annual Report on Form 10-K for the fiscal year ended June 30, 1993, incorporated herein by reference. 4.4(c) Second Amendment to the Revolving Credit and Term Loan Agreement dated as of November 25, 1992 among the Registrant, various banking institutions named therein and The First National Bank of Boston, as agent, dated as of December 21, 1993 filed as Exhibit 4.4(j) to Quarterly Report on Form 10-Q for the quarter ended December 31, 1993, incorporated herein by reference. 4.4(d) Third Amendment to the Revolving Credit and Term Loan Agreement dated as of November 25, 1992 among Registrant, various banking institutions named therein and The First National Bank of Boston, as agent, dated as of March 15, 1995 filed as Exhibit 4.4(k) to Quarterly Report on Form 10-Q for the quarter ended March 31, 1995, incorporated herein by reference. 4.4(e) Revolving Credit Agreement dated as of November 25, 1992 among Hudson General Aviation Services Inc., various banking institutions named therein and Bank of Boston Canada, as agent, filed as Exhibit 4.4(i) to Quarterly Report on Form 10-Q for the quarter ended March 31, 1993, incorporated herein by reference. 4.4(f) First Amendment to the Revolving Credit Agreement dated as of November 25, 1992 among Hudson General Aviation Services Inc., various banking institutions named therein and The Chase Manhattan Bank of Canada, as successor agent, dated as of March 15, 1995. -15- 16 4.6 Indenture dated as of July 1, 1986 between the Registrant and Chemical Bank (Delaware), relating to the Registrant's 7% Convertible Subordinated Debentures Due 2011, filed as Exhibit 4.1 to Amendment No. 1 to Form S-2 Registration Statement under the Securities Act of 1933, Registration No. 33-6689, incorporated herein by reference. 10.1(a) Development Agreement dated April 29, 1981 between Kahua Ranch, Limited, and the Registrant, filed as Exhibit 3 to Quarterly Report on Form 10-Q for the quarter ended March 31, 1981, incorporated herein by reference. 10.1(b) Amended and Restated Joint Venture Agreement dated April 29, 1981 between Hudson Kohala Inc. and The Hilton Head Company of Hawaii, Inc. (now Oxford Kohala, Inc.), filed as Exhibit 4 to Quarterly Report on Form 10-Q for the quarter ended March 31, 1981, incorporated herein by reference. 10.1(c) First Amendment to the Joint Venture Agreement, Amendment and Restatement dated April 29, 1981, such Amendment being effective as of June 30, 1984, filed as Exhibit 10 to Quarterly Report on Form 10-Q for the quarter ended September 30, 1984, incorporated herein by reference. 10.1(d) Receivable Sales Agreement dated January 3, 1990, with amendment letters dated June 22, 1990 and August 2, 1990, between the Registrant and Oxford First Corporation and Oxford Kohala, Inc., filed as Exhibit 10.1(d) to Annual Report on Form 10-K for the fiscal year ended June 30, 1990, incorporated herein by reference. 10.1(e) Commitment Agreement to Purchase Receivables dated January 3, 1990, with amendment letter dated August 2, 1990, between Kohala Joint Venture and The Oxford Finance Companies, Inc., filed as Exhibit 10.1(e) to Annual Report on Form 10-K for the fiscal year ended June 30, 1990, incorporated herein by reference. 10.1(f) Agreement constituting an amendment to the Joint Venture Agreement, Amendment and Restatement dated April 29, 1981, dated November 2, 1990 among the Registrant, Hudson Kohala Inc., Oxford Kohala, Inc. and Oxford First Corporation relating to receivables of the Kohala Joint Venture, filed as Exhibit 10.1(f) to Quarterly Report on Form 10-Q for the quarter ended September 30, 1990, incorporated herein by reference. 10.1(g) Agreement constituting an amendment to the Joint Venture Agreement, Amendment and Restatement dated April 29, 1981, dated September 5, 1991 among the Registrant, Hudson Kohala Inc., Oxford Kohala, Inc. and Oxford First Corporation relating to distributions from the Kohala Joint Venture, filed as Exhibit 10.1(g) to Annual Report on Form 10-K for the fiscal year ended June 30, 1991, incorporated herein by reference. -16- 17 10.1(h) Agreement constituting an amendment to the Joint Venture Agreement, Amendment and Restatement dated April 29, 1981, dated September 26, 1991 among the Registrant, Hudson Kohala Inc., Oxford Kohala, Inc. and Oxford First Corporation relating to distributions from the Kohala Joint Venture, filed as Exhibit 10.1(h) to Quarterly Report on Form 10-Q for the quarter ended September 30, 1991, incorporated herein by reference. 10.1(i) Second Amendment to the Joint Venture Agreement, Amendment and Restatement dated April 29, 1981, such Amendment being effective as of October 1, 1994, filed as Exhibit 10.1(i) to Quarterly Report on Form 10-Q for the quarter ended September 30, 1994, incorporated herein by reference. 10.2* 1981 Non-Qualified Stock Option and Stock Appreciation Rights Plan, filed as Exhibit 15.1 to Form S-8 Registration Statement under the Securities Act of 1933, Registration No. 2-75137, incorporated herein by reference. 10.3* 1981 Incentive Stock Option and Stock Appreciation Rights Plan, filed as Exhibit 15.2 to Form S-8 Registration Statement under the Securities Act of 1933, Registration No. 2-75137, incorporated herein by reference. 10.4(a)* Form of Severance Agreement, dated as of June 3, 1986, between the Registrant and Michael Rubin, filed as Exhibit 10.5(a) to Annual Report on Form 10-K for the fiscal year ended June 30, 1988, incorporated herein by reference. 10.4(b)* Amended schedule of executive officers entitled to benefits of Severance Agreements, filed as Exhibit 10.4(b) to Annual Report on Form 10-K for the fiscal year ended June 30, 1990, incorporated herein by reference. 10.5(a)* Employment Agreement dated July 28, 1988, between the Registrant and Jay B. Langner, filed as Exhibit 10.6(a) to Annual Report on Form 10-K for the fiscal year ended June 30, 1988, incorporated herein by reference. 10.5(b)* Amendment dated April 16, 1990, amending the Employment Agreement between the Registrant and Jay B. Langner dated as of July 28, 1988, filed as Exhibit 10.5(b) to Annual Report on Form 10-K for the fiscal year ended June 30, 1990, incorporated herein by reference. 10.5(c)* Amendment dated August 16, 1994, amending the Employment Agreement between the Registrant and Jay B. Langner dated as of July 28, 1988, as amended, filed as Exhibit 10.5(c) to Annual Report on Form 10-K for the fiscal year ended June 30, 1994, incorporated herein by reference. 10.5(d)* Severance Agreement dated April 16, 1990 between the Registrant and Jay B. Langner, filed as Exhibit 10.5(c) to Annual Report on Form 10-K for the fiscal year ended June 30, 1990, incorporated herein by reference. -17- 18 10.7(a)* Form of Employment Agreement, dated February 8, 1990, between the Registrant and Michael Rubin, filed as Exhibit 10.7(a) to Annual Report on Form 10-K for the fiscal year ended June 30, 1990, incorporated herein by reference. 10.7(b)* Schedule of executive officers entitled to benefits of Employment Agreements, filed as Exhibit 10.7(b) to Annual Report on Form 10-K for the fiscal year ended June 30, 1990, incorporated herein by reference. 10.8* Employment Agreement dated September 21, 1990 between the Registrant and Donald S. Croot, filed as Exhibit 10.9 to Annual Report on Form 10-K for the fiscal year ended June 30, 1991, incorporated herein by reference. 10.9* Description of Executive Incentive Program adopted by the Compensation Committee of the Board of Directors on December 1, 1993, filed as Exhibit 10.9 to Quarterly Report on Form 10-Q for the quarter ended December 31, 1993, incorporated herein by reference. 11 Computation of Earnings (Loss) Per Share Information - primary and fully diluted. 13 The Registrant's 1995 Annual Report to Shareholders, which report, except for those portions thereof which are expressly incorporated by reference in this filing, is furnished for the information of the Commission and is not to be deemed to be filed as part of this filing. 21 Subsidiaries of the Registrant. 23 Consent of KPMG Peat Marwick LLP, the Company's independent auditors, to the incorporation by reference into the Company's Registration Statement on Form S-8, as amended, Registration No. 2-75137. (b) No reports on Form 8-K have been filed by Registrant during the last quarter of the period covered by this report. (c) Reference is made to Item 14(a)(3) above. (d) Reference is made to Item 14(a)(2) above. * Denotes management contract for compensatory plan or arrangement. -18- 19 SIGNATURES Pursuant to the requirements of Section 13 of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned Chief Executive, Chief Financial and Chief Accounting Officers, thereunto duly authorized on the 15th day of September 1995. HUDSON GENERAL CORPORATION
/s/ Signature Title --------- ----- /s/ Jay B. Langner Chairman of the Board, President and -------------- Chief Executive Officer Jay B. Langner /s/ Michael Rubin Executive Vice President and Chief ------------- Financial Officer Michael Rubin /s/ Barry I. Regenstein Vice President and Controller ------------------- Barry I. Regenstein
Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the Registrant and in their capacities as Directors on the 15th day of September 1995. /s/ Jay B. Langner /s/ Hans H. Sammer -------------- -------------- Jay B. Langner Hans H. Sammer /s/ Milton H. Dresner /s/ Richard D. Segal ----------------- ---------------- Milton H. Dresner Richard D. Segal /s/ Edward J. Rosenthal /s/ Stanley S. Shuman ------------------- ----------------- Edward J. Rosenthal Stanley S. Shuman
-19- 20 KOHALA JOINT VENTURE AND SUBSIDIARY CONSOLIDATED FINANCIAL STATEMENTS AND SCHEDULE (FORM 10-K) JUNE 30, 1995, 1994 AND 1993 (WITH INDEPENDENT AUDITORS' REPORT THEREON) F1 21 Independent Auditors' Report The Board of Directors Hudson General Corporation The Board of Directors Oxford First Corporation: We have audited the accompanying consolidated balance sheets of the Kohala Joint Venture and subsidiary as of June 30, 1995 and 1994 and the related consolidated statements of operations and partners' deficit, and cash flows for each of the years in the three-year period ended June 30, 1995. We have also audited financial statement schedule II. These consolidated financial statements and the financial statement schedule are the responsibility of the Venture's management. Our responsibility is to express an opinion on these consolidated financial statements and the financial statement schedule based on our audits. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. For the years ended June 30, 1995, 1994 and 1993, the Venture incurred net losses of $5,495,300, $3,601,800 and $5,575,500, respectively, and at June 30, 1995 the amount of the partners' deficit was $9,331,900. Additionally, in 1995, 1994 and 1993 the partners advanced $2,346,100, $1,740,000 and $2,150,000, respectively, to the Venture. Unless land sales increase significantly, additional contributions from the partners will be required in fiscal 1996. In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the financial position of the Kohala Joint Venture and subsidiary as of June 30, 1995 and 1994 and the results of their operations and their cash flows for each of the years in the three-year period ended June 30, 1995, in conformity with generally accepted accounting principles. Also, in our opinion, the related financial statement schedule, when considered in relation to the basic consolidated financial statements taken as a whole, present fairly, in all material respects, the information set forth therein. KPMG PEAT MARWICK LLP Jericho, New York August 16, 1995 F2 22 KOHALA JOINT VENTURE AND SUBSIDIARY Consolidated Balance Sheets June 30, 1995 and 1994
Assets 1995 1994 ------ ---- ---- Cash and cash equivalents $ 89,000 121,100 Accounts receivable 43,500 31,900 Accrued interest receivable 239,900 263,600 Mortgage notes receivable, net (including amounts from related parties of $1,073,600 and $1,508,700 in 1995 and 1994, respectively) 7,448,200 9,901,800 Land and development costs 26,863,000 26,254,700 Property, plant and equipment, net 1,705,000 1,782,600 Model home, net 687,200 780,800 Foreclosed real estate, net 2,395,200 2,138,400 Other 68,800 75,900 ----------- ----------- $ 39,539,800 41,350,800 =========== =========== Liabilities and Partners' Deficit Liabilities: Notes payable $ 3,402,400 4,758,400 Partner advances and accrued interest payable 44,047,500 38,664,300 Accounts payable and accrued expenses 1,339,900 1,748,000 Deposits 81,900 16,700 ----------- ----------- Total liabilities 48,871,700 45,187,400 Contingencies Partners' deficit (9,331,900) (3,836,600) ----------- ----------- $ 39,539,800 41,350,800 =========== ===========
See accompanying notes to consolidated financial statements. F3 23 KOHALA JOINT VENTURE AND SUBSIDIARY Consolidated Statements of Operations and Partners' Deficit Years ended June 30, 1995, 1994 and 1993
1995 1994 1993 ---- ---- ---- Net sales $ 503,600 535,900 398,500 Cost of sales 191,300 163,400 182,200 ---------- ---------- ---------- Gross profit 312,300 372,500 216,300 Selling, general and administrative expenses 2,851,600 2,796,700 4,336,000 Other (income) expense: Interest expense 3,514,500 2,111,600 2,912,400 Interest income and other (558,500) (934,000) (1,456,600) ---------- ---------- ---------- Net loss (5,495,300) (3,601,800) (5,575,500) Partners' capital (deficit), beginning of year (3,836,600) (234,800) 5,340,700 ---------- ---------- ---------- Partners' deficit, end of year $ (9,331,900) (3,836,600) (234,800) ========== ========== ==========
See accompanying notes to consolidated financial statements. F4 24 KOHALA JOINT VENTURE AND SUBSIDIARY Consolidated Statements of Cash Flows Years ended June 30, 1995, 1994 and 1993
1995 1994 1993 ---- ---- ---- Cash flows from operating activities: Proceeds from land sales $ 23,000 75,000 213,600 Interest income received 579,000 930,100 1,262,100 Proceeds from water company sales 246,600 281,500 236,900 Land and development cost expenditures (243,700) (415,400) (860,400) Payments on contractor obligations - (737,200) (1,542,500) Interest paid (477,400) (693,900) (1,147,500) Selling, general and administrative expenditures paid (2,062,800) (1,759,700) (2,243,500) Collections on mortgage notes 1,404,500 3,832,600 3,601,600 Proceeds from utility contract refund - - 242,300 Proceeds from sale of and deposits relating to assets held in foreclosure 89,800 - 154,100 ---------- ---------- ---------- Net cash provided by (used in) operating activities (441,000) 1,513,000 (83,300) ---------- ---------- ---------- Cash flows from investing activities: Purchases of property, plant and equipment (10,900) (88,100) (174,800) ---------- ---------- ---------- Net cash used in investing activities (10,900) (88,100) (174,800) ---------- ---------- ---------- Cash flows from financing activities: Advances received from partners 2,346,100 1,740,000 2,150,000 Payments to partners - - (120,000) Contributions in aid of construction received 6,000 - 54,200 Proceeds from mortgage receivable financing agreements - - 98,200 Payments on mortgage receivable financing agreements (1,932,300) (3,273,500) (1,918,900) ---------- ---------- ---------- Net cash provided by (used in) financing activities 419,800 (1,533,500) 263,500 ---------- ---------- ---------- Net increase (decrease) in cash and cash equivalents (32,100) (108,600) 5,400 Cash and cash equivalents at beginning of year 121,100 229,700 224,300 ---------- ---------- ---------- Cash and cash equivalents at end of year $ 89,000 121,100 229,700 ========== ========== ========== Non cash financing: Issuance of note payable for land development $ 576,180 - - ========== ========== ==========
See accompanying notes to consolidated financial statements. F5 25 KOHALA JOINT VENTURE AND SUBSIDIARY Notes to Consolidated Financial Statements June 30, 1995, 1994 and 1993 (1) Summary of Significant Accounting Policies (a) Principles of Consolidation The consolidated financial statements include the accounts of the Kohala Joint Venture (the Venture) and its 99% owned subsidiary, the Kohala Ranch Water Company (KRWC)(note 7). All significant intercompany accounts and transactions have been eliminated in consolidation. (b) Business The Venture is a partnership which was formed to acquire, develop and sell approximately 4,000 contiguous acres of land in Hawaii (the Project). The Partners in the Venture are Hudson Kohala, Inc. (Hudson, a wholly-owned subsidiary of Hudson General Corporation) and Oxford Kohala, Inc. (Oxford, a wholly-owned subsidiary of Oxford First Corporation) (Oxford First)) (together, the Partners). The terms of the partnership are contained in the Restated Joint Venture Agreement dated April 29, 1981, as amended (the Agreement). The Project is being developed in four successive phases. The first two phases, containing approximately 2,100 acres, have been developed and substantially sold. The third phase, containing approximately 550 acres, has also been developed and has 86 parcels available for sale. The fourth phase has yet to be developed, except to the extent common improvements (main roadway, water wells, etc.) have been completed. (c) Partners' Capital and Allocation of Profits and Losses Partners' capital (deficit) includes the Partners' capital accounts in the Venture and the minority interest (the remaining 1%) of the Partners in KRWC. In accordance with the Agreement, profits are shared equally by the Partners. Losses are shared by the Partners on a pro-rata basis, based first on their respective capital accounts and then on their respective combined advances to the Venture including accrued interest (note 5). (d) Revenue Recognition and Land Sales All sales to date have been from the first, second and third phases of the Project. Revenue is being recognized under the full accrual method of accounting. (e) Capitalization of Costs Land and development costs (including interest) are initially capitalized and subsequently carried at the lower of average cost or net realizable value. These costs are charged to costs of sales when the corresponding land sale is recorded based upon the relative fair value of the parcel sold to the aggregate fair value of all parcels in the phase. Although the Venture believes its estimates are reasonable, there can be no assurance that the estimated future selling prices can be realized or that the actual costs for Phases III or IV will not exceed such estimates. The Venture has capitalized interest costs, as appropriate, for each phase of the Project. During fiscal 1991, 1989 and 1987, the capitalization of interest costs relating to the third, second and first phases, (Continued) F6 26 KOHALA JOINT VENTURE AND SUBSIDIARY Notes to Consolidated Financial Statements, Continued respectively, was discontinued, as these phases were substantially completed during the respective periods and ready for their intended use. Effective July 1, 1994, as a result of the lack of further development activity, capitalization of interest relating to the fourth phase has been discontinued (note 3). (f) Estimated Costs to Complete At June 30, 1995, the Venture estimated that $2,478,800 of additional costs were necessary to complete the development of Phase III. The portion of such amount relating to unsold parcels has been offset against land and development costs in the accompanying consolidated balance sheets. (g) Property, Plant and Equipment Property, plant and equipment is recorded at the lower of cost or net realizable value. Depreciation is provided on the straight-line method. The number of years over which major classes of assets are depreciated and the costs and related accumulated depreciation as of June 30, 1995 and 1994 are set forth:
Estimated useful lives 1995 1994 ------------ ---- ---- Water distribution systems 20-50 years $ 2,763,200 2,754,400 Plant structures and equipment 3-10 years 179,900 177,800 ---------- ---------- 2,943,100 2,932,200 Accumulated depreciation (709,600) (626,800) Contributions in aid of construction (528,500) (522,800) ---------- ---------- $ 1,705,000 1,782,600 ========== ==========
Contributions in aid of construction represent contributions by customers for plant additions to be made for the benefit of the customer. Accordingly, such contributions are recorded as a reduction against property, plant and equipment. During fiscal 1993, the Venture began depreciating the model home based upon an estimated residual value of $500,000, and a five year useful life. Included in both fiscal 1995 and 1994 depreciation expense was $93,600 relating to the model home. Depreciation expense was $176,400, $177,400 and $180,200 for fiscal 1995, 1994 and 1993, respectively. (h) Income Taxes As a partnership, the Venture is not a taxable entity under the provisions of the Internal Revenue Code. The taxable results and available tax credits of the Venture and KRWC pass directly to the Partners' corporate income tax returns in the manner prescribed in the Agreement. (Continued) F7 27 KOHALA JOINT VENTURE AND SUBSIDIARY Notes to Consolidated Financial Statements, Continued (i) Statements of Cash Flows For the purposes of presenting the consolidated statements of cash flows, the Venture considers all securities with an original maturity of three months or less at the date of acquisition to be cash equivalents. A reconciliation of net loss to net cash provided by (used in) operating activities for fiscal 1995, 1994 and 1993 is as follows:
1995 1994 1993 ---- ---- ---- Net loss $ (5,495,300) (3,601,800) (5,575,500) Adjustments to reconcile net loss to net cash provided by (used in) operating activities: Depreciation and amortization 176,400 177,400 180,200 Provision for losses and discounts on mortgages receivable 988,500 378,300 1,262,100 Provision for losses on foreclosed real estate - 367,700 117,800 Sale of asset held in foreclosure 89,800 - 154,100 Interest paid under interest expense 3,037,100 1,417,700 1,764,900 Mortgage loans originated on land sales (209,500) (200,000) - Cash collections on mortgage loans 1,404,500 3,832,600 3,601,600 Excess land and development costs paid over cost of sales 52,400 (252,000) (678,200) Repayment of contractor obligations - (737,200) (1,542,500) Accrued interest on mortgages receivable 23,900 800 (36,500) Cash for water sales in excess of accrual (4,300) 1,800 (1,500) Excise tax accrual (434,400) 224,000 600,000 Other (70,100) (96,300) 70,200 ---------- ---------- ---------- Total adjustments 5,054,300 5,114,800 5,492,200 ---------- ---------- ---------- Net cash provided by (used in) operating activities $ (441,000) 1,513,000 (83,300) ========== ========== ==========
(2) Mortgage Notes Receivable At June 30, 1995 and 1994, mortgage notes receivable from land sales consisted of the following:
1995 1994 ---- ---- Mortgage notes receivable $ 9,985,700 11,663,500 Allowance for uncollectible accounts (2,464,200) (1,661,800) Reserve for cash discounts and other allowances (73,300) (99,900) ---------- ---------- Mortgage notes receivable, net $ 7,448,200 9,901,800 ========== ==========
The Venture typically provides financing in connection with the sale of land parcels. None of the Venture's mortgage notes receivable comprised more than 5% of the total mortgage notes receivable (Continued) F8 28 KOHALA JOINT VENTURE AND SUBSIDIARY Notes to Consolidated Financial Statements, Continued balance at June 30, 1995. The collectibility of mortgage notes receivable is affected by general economic conditions. Purchasers of land parcels are entitled to discounts if certain conditions are met. Discounts ranging from 10-20% are generally given if the purchase price is paid in cash at the closing. If the cash is paid within specified periods after the closing, a reduced sales discount is given. Reserves have been established for estimated discounts to be taken by purchasers under the various discount programs. Stated interest rates on mortgage notes receivable outstanding at June 30, 1995 and 1994, range from 6% to 11% (averaging 9.6% as of June 30, 1995 and 9.8% as of June 30, 1994). Interest is not accrued on mortgage notes receivable in arrears 90 days or more. The minimum down payment for sales to unrelated parties is 10% (see note 8 for sales to related parties). At June 30, 1995, mortgage notes receivable 90 days or more in arrears were comprised of 29 mortgage notes aggregating $5,174,200, of which $314,200 represents receivables from related parties (see note 8 for sales to related parties). Scheduled collections of principal during the next five fiscal years and thereafter are as follows:
Year Amount ---- ------ 1996 $ 2,189,700 1997 2,992,900 1998 2,258,700 1999 487,000 2000 311,500 Thereafter 1,745,900 ---------- $ 9,985,700 ==========
(3) Land and Development Costs Land and development costs include all costs directly associated with the acquisition and development of the land parcels. The land was acquired by the Venture from Hudson and recorded at cost. Major components of land and development costs are the initial costs to acquire the land, roadways, water, drainage, electrical and telephone lines, and various project management expenditures, as well as unamortized capitalized interest of $6,706,300 and $6,736,000 as of June 30 1995 and 1994, respectively. Interest costs capitalized in fiscal 1994 approximated $502,900. (4) Foreclosed Real Estate Foreclosed real estate represents land parcels that were reacquired in connection with previously financed mortgages. Such parcels are valued at the lower of their remaining receivable balance outstanding, or their net estimated realizable value, as follows:
1995 1994 ---- ---- Foreclosed real estate $ 2,881,600 2,884,300 Allowance for losses (486,400) (745,900) ---------- ---------- Foreclosed real estate, net $ 2,395,200 2,138,400 ========== ==========
(Continued) F9 29 KOHALA JOINT VENTURE AND SUBSIDIARY Notes to Consolidated Financial Statements, Continued (5) Partner Advances Payable The Partners have agreed to make equal advances to the Venture for all costs necessary for the orderly development of the Project. Advances earn interest from the date of the advance compounded quarterly at the prime rate minus 1% (8% and 6% at June 30, 1995 and 1994, respectively). On October 13, 1994, Oxford First filed for reorganization under Chapter 11 of the Bankruptcy Code. Pursuant to an order of the Bankruptcy Court dated November 28, 1994, Oxford First (through its subsidiary, the Oxford Finance Companies, Inc.) was permitted to transfer funds to Oxford in an aggregate amount not to exceed $375,800 with respect to the period October 1, 1994 through March 31, 1995, which amounts were intended to enable Oxford to make its share of advances required by the Venture. The amount so authorized by the Bankruptcy Court was not sufficient to allow Oxford to make its full share of required advances. To date, Hudson has opted to make additional advances (the Additional Advances) to cover Oxford's funding deficiency. As of June 30, 1995, the amount of the Additional Advances made by Hudson was $548,000. Hudson has filed a claim with the Bankruptcy Court in an amount equal to the Additional Advances. In addition, Oxford First has filed an amended reorganization plan with the Bankruptcy Court contemplating Oxford First's transfer of funds to Oxford in amounts set forth in the plan covering periods through December 31, 1997. The Venture, at present, is unable to determine whether the Bankruptcy Court will confirm Oxford First's reorganization plan so as to enable Oxford First to transfer additional funds to Oxford or whether any transfers authorized by the Bankruptcy Court will be sufficient in order for Oxford to make its share of future advances to the Venture. Unless land sales increase significantly, additional contributions from the Partners will be required in fiscal 1996. It is anticipated that Hudson will fund, subject to its right of reimbursement, any advances required in fiscal 1996 in the event Oxford is not able to make its share of advances. Hudson may be required to obtain approval from its banks before making additional advances. During fiscal 1995, 1994 and 1993, advances accrued an average rate of interest of 7.2%, 5.2% and 7%, respectively. (6) Notes Payable During fiscal 1991, the Venture entered into agreements with banks pursuant to which $8,797,000 of the Venture's mortgage receivables were sold. An additional sale of $3,148,000 of mortgage receivables to a bank was completed during fiscal 1992. Since the Venture has accounted for these transactions as financing arrangements, the unpaid balances of the mortgage receivables in the amounts of $2,826,200 and $4,758,400 at June 30, 1995 and 1994, respectively, are shown as notes payable in the accompanying consolidated balance sheets. These notes are collateralized by $775,800 and $1,491,500 of other Venture owned mortgage receivables as of June 30, 1995 and 1994, respectively. The maximum amounts outstanding during fiscal 1995, 1994 and 1993 were $4,758,500, $8,031,800 and $9,851,000, respectively. The average amounts outstanding for fiscal 1995, 1994 and 1993, based upon month-end balances, were $3,860,100, $6,091,500 and $9,063,900, respectively. The agreements with the banks require that all payments received in connection with the underlying mortgage receivables be remitted to the banks until fiscal 1996 under the fiscal 1991 sales and until fiscal 1997 under the fiscal 1992 sale, when any unpaid balance due to the banks is to be paid by the Venture. In addition, the Venture is required to make additional payments to the banks should the yield to the banks be less than 11-3/4% for the fiscal 1991 sales, or (Continued) F10 30 KOHALA JOINT VENTURE AND SUBSIDIARY Notes to Consolidated Financial Statements, Continued less than 2% over the prime rate (as defined) for the fiscal 1992 sale. The Venture remitted $96,600 and $129,000 during fiscal 1995 and 1994, respectively, for such purpose. The weighted average interest rates for fiscal 1995, 1994 and 1993 were 11.9%, 11.2%, 10.8%, respectively. The weighted average interest rates on borrowings outstanding as of June 30, 1995 and 1994, based upon month-end balances, were 11.6% and 11.2%, respectively. The Company also has a note payable outstanding for $576,200 relating to certain development costs. The note matures in December 1996 and bears interest at the prime rate plus 1%. (7) Kohala Ranch Water Company KRWC provides water to the Project and is owned by the Venture (99%), Hudson (.5%), and Oxford (.5%). The assets of KRWC are comprised principally of property, plant and equipment. KRWC recorded revenues of $250,975, $248,500 and $238,500 and incurred net losses of $487,000, $512,200 and $498,800 for fiscal 1995, 1994 and 1993, respectively. (8) Related Party Transactions During years prior to fiscal 1993, certain directors and officers of the Partners and certain employees of the Venture purchased parcels in the Project at discounts from prices generally offered to the general public. The Venture provided mortgage financing on all such sales pursuant to which the Venture received a down payment equal to 5% of the gross sales price before discounts and a purchase money mortgage. The purchase money mortgages bear interest at a rate of 8% or 9% per annum and provide for monthly principal payments based on a 30 year amortization schedule with a balloon payment due after seven years. Certain balloon payments on such mortgages have been extended for one year. At June 30, 1995 and 1994, mortgages receivable of $1,073,600 and $1,508,700, respectively, were due from such related parties. As of June 30, 1995, two of the remaining eight outstanding balances were delinquent. During fiscal 1993, an officer of one of the Partners exchanged his previously purchased parcel for a new parcel with no additional consideration. (9) Contingencies During fiscal 1992, the County of Hawaii passed an ordinance pursuant to which the Venture, after subdivision approvals are obtained, would be able to develop and subdivide the fourth phase of the project into 1,490 units. Shortly after passage of the ordinance, a lawsuit against the County of Hawaii was filed by two local residents of Hawaii (Plaintiffs) seeking to invalidate such ordinance on various grounds including that the ordinance was adopted without following State of Hawaii procedure relating to the preparation of an Environmental Impact Statement. During fiscal 1993, the judge in this action granted Plaintiffs' motion for partial summary judgment without indicating any effect on zoning of the fourth phase. The County and the Venture have appealed this ruling. The appeal was heard before the Hawaii Supreme Court in March 1994, and the Court has taken the matter under advisement. The Venture cannot, at this time, determine the impact of the Court's ruling on the timing of the development of the fourth phase or the expenditures related thereto. During fiscal 1993, the Venture made a $600,000 provision for a 4% Hawaii excise tax relating to the collection of interest on mortgage notes receivable. The Venture recorded an additional $224,000 during fiscal 1994. The Venture has paid $530,400 relating to this matter through June 30, 1995. (Continued) F11 31 KOHALA JOINT VENTURE AND SUBSIDIARY Notes to Consolidated Financial Statements, Continued (10) Impact of New Accounting Standards In May 1993, the Financial Accounting Standards Board (FASB) issued Statement of Financial Accounting Standards No. 114, "Accounting by Creditors for Impairment of a Loan" (SFAS No. 114). SFAS No. 114 addresses the accounting by creditors for impairment of a loan by specifying how allowances for credit losses related to certain loans should be determined. In October 1994, the FASB issued Statement of Financial Accounting Standards No. 118, "Accounting by Creditors for Impairment of a Loan -- Income Recognition and Disclosures", (SFAS No. 118) which amends SFAS No. 114 by expanding disclosure requirements and permitting use of existing methods for recognizing interest income on impaired loans. SFAS Nos. 114 and 118 are effective for fiscal years beginning after December 15, 1994. In March 1995, the FASB issued Statement of Financial Accounting Standards No. 121, "Accounting for the Impairment of Long Lived Assets and for Long Lived Assets to Be Disposed Of" (SFAS No. 121). SFAS No. 121 addresses accounting for the impairment of long-lived assets (including real estate), certain identifiable intangibles, and goodwill relating to those assets to be held and used and for long-lived assets and certain identifiable intangibles to be disposed of. The Venture believes that the adoption of these new standards will not have a material effect on the Venture's financial position and/or results of operations. F12 32 Schedule II KOHALA JOINT VENTURE AND SUBSIDIARY Valuation and Qualifying Accounts Years ended June 30, 1995, 1994 and 1993
Column A Column B Column C Column D Column E Additions ------------------------------ Balance at Charged to Charged to Deductions Balance at beginning costs and other from end of Description of year expenses accounts reserves year ----------- ------- -------- -------- -------- ---- 1995 - Allowance for uncollectible accounts $ 1,661,800 980,000 - 177,600(C) 2,464,200 ============= ======= ======== ========== ========= 1994 - Allowance for uncollectible accounts $ 1,768,300 406,300 - 512,800(C) 1,661,800 ============= ======= ======== ========== ========= 1993 - Allowance for uncollectible accounts $ 420,500 1,341,300 6,500(B) - 1,768,300 ============= ========= ======== ========== ========= 1995 - Allowance for loss on foreclosed real estate $ 745,900 - (259,500)(B) - 486,400 ============= ========= ============ ========== ========= 1994 - Allowance for loss on foreclosed real estate $ 378,200 367,700 - - 745,900 ============= ========= ============ ========== ========= 1993 - Allowance for loss on foreclosed real estate $ 272,000 117,800 - 11,600(B) 378,200 ============= ========= ============ ========== =========
___________________ (A) Transfers (B) Recoveries and other adjustments (C) Write-offs F13 33 HUDSON GENERAL CORPORATION & SUBSIDIARIES EXHIBIT INDEX
Sequentially Exhibit Numbered No. Exhibit Pages 4.4(f) First Amendment to the Revolving Credit Agreement dated as of November 25, 1992 among Hudson General Aviation Services Inc., various banking institutions named therein and The Chase Manhattan Bank of Canada, as successor agent, dated as of March 15, 1995. 21-27 11 Computations of Earnings (Loss) Per Share Information - Primary and Fully Diluted. 28-32 13 The Registrant's 1995 Annual Report to Shareholders 33-60 21 Subsidiaries of the Registrant 61-62 23 Consent of KPMG Peat Marwick LLP, the Company's Independent Auditors 63-64
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EX-4.4(F) 2 FIRST AMENDMENT TO REVOLVING CREDIT AGMT. 11/25/92 1 EXHIBIT 4.4(f) First Amendment to the Revolving Credit Agreement dated as of November 25, 1992 among Hudson General Aviation Services Inc., various banking institutions named therein and The Chase Manhattan Bank of Canada, as successor agent, dated as of March 15, 1995 -21- 2 HUDSON GENERAL AVIATION SERVICES INC./ SOCIETE DE SERVICES HUDSON GENERAL (AVIATION) INC. FIRST AMENDMENT FIRST AMENDMENT ("Amendment"), dated as of March 15, 1995, among Hudson General Aviation Services Inc./Societe de Services Hudson General (Aviation) Inc. ("Aviation"), the banking institutions party to the Credit Agreement referred to below (the "Banks"), and The Chase Manhattan Bank of Canada as successor agent for itself and the Banks (the "Agent"). The parties hereto hereby agree as follows: 1. REFERENCE TO CREDIT AGREEMENT. Reference is made to (a) the Revolving Credit Agreement, dated as of November 25, 1992 (the "Credit Agreement"), among Hudson General Aviation Services Inc./Societe de Services Hudson General (Aviation) Inc., the banking institutions named therein and Bank of Boston Canada as agent for itself and the other banking institutions and (b) the Resignation and Appointment Agreement, dated as of May 1, 1995, whereby Bank of Boston Canada resigns as agent and The Chase Manhattan Bank of Canada is appointed as agent for itself and the other banking institutions under the Credit Agreement and the other Loan Documents. Capitalized terms which are used herein without definition and which are defined in the Credit Agreement shall have the same meanings herein as therein. 2. AMENDMENT OF CREDIT AGREEMENT. The Credit Agreement is hereby amended as follows: (a) Section 2.1(a) of the Credit Agreement is hereby amended by deleting "1%" where it appears in the first line thereof and substituting therefor "1/2%". (b) Section 2.1(b) of the Credit Agreement is hereby amended by deleting "1-3/4%" where it appears in the first line thereof and substituting therefor "1-5/8%". (c) Section 7.1 of the Credit Agreement is hereby amended by deleting "Bank of Boston Canada" where it appears in the fifth and sixth lines thereof and substituting therefor "The Chase Manhattan Bank of Canada". (d) Section 7.7 of the Credit Agreement is hereby amended by deleting "Bank of Boston" where such phrase appears in the first and sixth lines thereof and substituting therefor, "the Agent". (e) Section 7 of the Credit Agreement is hereby amended by adding the following new section after Section 7.14 thereof. 7.15 Agent's Fee. Aviation shall pay to the Agent annually in advance, for the Agent's own account, on May 1, 1995 and on each anniversary of the Funding Date to occur after such date during the term of this Agreement, an Agent's fee in the amount of $10,000. -22- 3 (f) Section 10.11 of the Credit Agreement is hereby amended by deleting the phrase "assign to one or more banks or other financial institutions having total capital and surplus of $100,000,000 or more" where such phrase appears in the second and third lines thereof, and substituting therefor the phrase "assign to one or more Banks or to one or more banks or other financial institutions having total capital and surplus (including the capital and surplus of such entity's parent) of $100,000,000 or more". (g) The definition of "Commitment Percentage" set forth in Exhibit A to the Credit Agreement is hereby amended by deleting such definition in its entirety, and substituting therefor the following: Commitment Percentage - With respect to each Bank, the percentage set forth opposite its name below as such Bank's percentage of the aggregate Commitments of all of the Banks (subject to adjustments permitted by the terms of the Agreement):
Commitment Bank Percentage ---- ---------- Chase Canada 80.2469136% ABN Canada 19.7530864% Total 100%
(h) The definition of "Initial Revolving Period" set forth in Exhibit A to the Credit Agreement is hereby amended by deleting "December 31, 1994" where it appears therein and substituting therefor "December 31, 1996". (i) The definition of "Prime Rate" set forth in Exhibit A to the Credit Agreement is hereby amended by deleting such definition in its entirety, and substituting therefor the following: Prime Rate - At any time shall mean the higher of (a) the rate which is 1% in excess of the Canadian Bankers Acceptance Reference Rate (as determined by the Agent) in effect at such time and (b) the annual rate of interest which the Agent announces from time to time as its "prime rate" for commercial loans made in Canada in Canadian dollars. (j) The definition of "Reduction Commencement Date" set forth in Exhibit A to the Credit Agreement is hereby amended by deleting "December 31, 1994" where it appears therein and substituting therefor "December 31, 1996". (k) The definition of Revolving Credit Note(s) set forth in Exhibit A to the Credit Agreement is hereby amended by deleting such definition in its entirety, and substituting therefor the following: Revolving Credit Note(s) - The revolving credit note(s) described in Section 1.2 of the Credit Agreement, and any replacement of any such note, including, without limitation, the Restated Revolving Credit Note dated March 15, 1993 and restated May 1, 1995 and executed and delivered by Aviation in favor of Chase Canada. -23- 4 3. REGARDING REVOLVING CREDIT NOTES AND THE REVOLVING CREDIT LOAN MATURITY DATE. Aviation hereby authorizes each Bank to change the Revolving Credit Loan Maturity Date set forth in such Bank's existing Revolving Credit Note to December 31, 2000. In accordance with Paragraph 1.4(b) of the Credit Agreement, Aviation hereby represents and warrants to the Banks that each of the conditions precedent to the making of a Loan set forth in Paragraph 4 of the Credit Agreement (except for any conditions specifically relating only to the Funding Date) has been satisfied as of the date hereof. Each of the Banks hereby agrees to deliver to Aviation a copy of such Bank's existing Revolving Credit Note as modified as set forth herein. 4. REPRESENTATIONS AND WARRANTIES. In order to induce the Banks to enter into this Amendment, Aviation represents and warrants to the Banks that (a) this Amendment and the Credit Agreement as amended hereby (the "Amended Credit Agreement") are its legal, valid and binding obligations, enforceable against Aviation in accordance with their terms, (b) this Amendment and the Amended Credit Agreement do not conflict with any charter document, agreement, instrument or undertaking binding upon Aviation or any of its properties, and (c) no Default, or situation which with the giving of notice or the passage of time or both would become a Default, now exists or will exist after giving effect to this Amendment. 5. CONDITIONS PRECEDENT. This Amendment shall become effective as of the date hereof upon satisfaction of each of the conditions precedent set forth in this Section 5: (a) Delivery. Aviation, the Banks, the Agent and the Guarantors shall have executed and delivered this Amendment. (b) Amendment to U.S. Loan Agreement. An amendment to the U.S. Loan Agreement which is satisfactory to the Banks and the Agent in all respects shall have been executed and delivered by each of Hudson General and the lenders which are parties to the U.S. Loan Agreement, such amendment shall extend the Initial Revolving Period under and as defined in the U.S. Loan Agreement to December 31, 1996, and such amendment shall be in full force and effect. (c) Corporate Standing and Action. Each of the Banks shall have received (i) a Certificate of Compliance from Industry Canada as to the good standing of Aviation as of a recent date, and (ii) a certificate of an Authorized Officer of Aviation, dated the date hereof, certifying (A) that attached thereto is a true and complete copy of the Articles of Amalgamation, all Shareholder Agreements and the bylaws of Aviation, each as amended to the date hereof or that the Articles of Amalgamation, Shareholder Agreements and bylaws of Aviation have not been modified, amended or supplemented since the Funding Date, (B) that attached thereto is a true and complete copy of resolutions of the Sole Director of Aviation authorizing the execution and delivery of this Amendment, which resolutions are in full force and effect without modification on the date hereof, and (C) the incumbency and signatures of the officers of Aviation or that there have been no changes in such incumbency and signatures since the Funding Date. -24- 5 (d) Opinions of Counsel. Each of the Banks and the Agent shall have received a favorable legal opinion addressed to the Banks and the Agent, dated as of the date hereof, in form and substance satisfactory to the Banks and the Agent, from each of Noah Rockowitz, Secretary and counsel to Aviation, and Fraser & Beatty, Ontario legal counsel to Aviation. (e) Assignment. Bank of Boston shall have assigned all of the Revolving Credit Loans owing to it and the Revolving Credit Note held by it to Chase Canada in accordance with Section 10.11 of the Credit Agreement as amended hereby. (f) Resignation of Agent. Bank of Boston shall have resigned as Agent under the Credit Agreement and each of the Security Documents and Chase Canada shall have been appointed as the successor Agent under the Credit Agreement and each of the other Loan Documents, in each case in accordance with Section 7.6 of the Credit Agreement and pursuant to documentation which is satisfactory to the Banks in all respects. Bank of Boston, Chase Canada, Aviation and each of the Guarantors shall have executed and delivered all such documents and instruments, including, without limitation, amendments to the Security Documents, as are necessary to give effect to the above described resignation and appointment, and all such documents and instruments shall be in full force and effect and satisfactory to the Banks in all respects. (g) Proceedings and Documents. All proceedings in connection with the transactions contemplated by this Amendment and all documents incident hereto shall be satisfactory in form and substance to the Agent, and the Agent shall have received all information and such counterpart originals or certified or other copies of such documents as the Agent may reasonably request. 6. MISCELLANEOUS. The Amended Credit Agreement and all of the Loan Documents including, without limitation, the Assignment, Postponement and Subordination and Intercreditor Agreement, are each confirmed as being in full force and effect. This Amendment, the Amended Credit Agreement and the other Loan Documents constitute the entire understanding of the parties with respect to the subject matter hereof and thereof and supersede all prior understandings and agreements, whether written or oral. This Amendment and the Credit Agreement shall be read and construed as one agreement, and, except as expressly amended hereby, the Credit Agreement remains unchanged. The headings in this Amendment are for convenience of reference only and shall not alter, limit or otherwise affect the meaning hereof. This Amendment is a Loan Document as defined in the Amended Credit Agreement and may be executed in any number of counterparts, which together shall constitute one instrument, and shall bind and inure to the benefit of the parties and their respective successors and permitted assigns. Aviation shall pay all costs and expenses, including reasonable legal fees and disbursements of the Agent's counsel, incurred by the Agent in preparing this Amendment (but not the legal fees and disbursements of Agent's counsel incurred in preparation of the assignment and purchase documents executed in connection with the assignment described in Section 5(e) hereof or in the preparation of the resignation and appointment documents and the amendments to the Security Documents referred to in Section 5(f) hereof). THIS AMENDMENT SHALL BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS (OTHER THAN THE CONFLICT OF LAWS RULES) OF THE PROVINCE OF ONTARIO AND LAWS OF CANADA APPLICABLE THEREIN. -25- 6 IN WITNESS WHEREOF, each of the undersigned has executed this Amendment under seal by a duly authorized officer as of the date first set forth above. HUDSON GENERAL AVIATION SERVICES INC./SOCIETE DE SERVICES HUDSON GENERAL (AVIATION) INC. By:______________________________ Title: THE CHASE MANHATTAN BANK OF CANADA, FOR ITSELF AND AS AGENT By:______________________________ Title: ABN AMRO BANK CANADA By:______________________________ Title: The foregoing amendment is acknowledged and agreed to by the following Guarantors: HUDSON GENERAL CORPORATION By:______________________________ Title: HUDSON AVIATION SERVICES, INC. CALIFORNIA By:_______________________________ Title: HUDSON AVIATION SERVICES, INC. DELAWARE By: _______________________________ Title: -26- 7 HUDSON GENERAL COACH LINES, INC. By: _______________________________ Title: HUDSON AVIATION SERVICES, INC. By: _______________________________ Title HUDSON AVIATION SERVICES - OAKLAND, INC. By: _______________________________ Title: Consented to: THE FIRST NATIONAL BANK OF BOSTON By:__________________________ Title: -27-
EX-11 3 COMPUTATIONS OF EARNINGS 1 EXHIBIT 11 Computations of Earnings (Loss) Per Share Information Primary and Fully Diluted -28- 2 HUDSON GENERAL CORPORATION AND SUBSIDIARIES COMPUTATION OF EARNINGS (LOSS) PER SHARE INFORMATION PRIMARY - EARNINGS (LOSS) BEFORE EXTRAORDINARY ITEM AND CUMULATIVE EFFECT OF CHANGE IN THE METHOD OF ACCOUNTING FOR INCOME TAXES
Year Ended June 30, 1995 1994 1993 ---- ---- ---- (in thousands, except per share amounts) Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes for computing earnings (loss) per share - primary . . . . . . . . . . . . . $4,593 $7,310 $(2,045) ===== ===== ===== Weighted average number of common and common equivalent shares outstanding . . . . . . . . . . . . . 1,245 1,247 1,243 ===== ===== ===== Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes per common and common equivalent share - primary . . . . . . . . . . . . . . . . . . . . . . . $ 3.69 $ 5.86 $ (1.65) ===== ===== =====
-29- 3 HUDSON GENERAL CORPORATION AND SUBSIDIARIES COMPUTATION OF EARNINGS (LOSS) PER SHARE INFORMATION PRIMARY - NET EARNINGS (LOSS)
Year Ended June 30, 1995 1994 1993 ---- ---- ---- (in thousands, except per share amounts) Net earnings (loss) for computing earnings (loss) per share - primary . . . . . . . . . . . . . . . . . . $4,593 $7,760 $(2,180) ===== ===== ===== Weighted average number of common and common equivalent shares outstanding . . . . . . . . . . . . . 1,245 1,247 1,243 ===== ===== ===== Net earnings (loss) per common and common equivalent share - primary . . . . . . . . . . . . . . . . . . $3.69 $6.22 $(1.75) ===== ===== =====
-30- 4 HUDSON GENERAL CORPORATION AND SUBSIDIARIES COMPUTATION OF EARNINGS (LOSS) PER SHARE INFORMATION FULLY DILUTED - EARNINGS (LOSS) BEFORE EXTRAORDINARY ITEM AND CUMULATIVE EFFECT OF CHANGE IN THE METHOD OF ACCOUNTING FOR INCOME TAXES
Year Ended June 30, 1995 1994 1993 ---- ---- ---- (in thousands, except per share amounts) Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes for computing earnings (loss) per share - primary . . . . . . . . . . . . . . $4,593 $7,310 $(2,045) Reduction of interest expense less applicable income taxes assuming conversion of 7% convertible subordinated debentures due 2011 . . . . . . . . . . . . . . . . . 1,137 1,137 -- * ------ ------ ------- Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes for computing earnings (loss) per share - fully diluted . . . . . . . . . . . . . . . . $5,730 $8,447 $(2,045) ====== ====== ======= Weighted average number of common and common equivalent shares outstanding . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,260 1,249 1,243 Addition from assumed conversion as of the beginning of each period of the 7% convertible subordinated debentures outstanding at the end of each period . . . . . . . . . . . . . . . . . . . . . . . . . . 885 886 --* ------ ------ ------- Weighted average number of common and common equivalent shares out- standing on a fully diluted basis . . . . . . . . . . . . . . . . 2,145 2,135 1,243 ====== ====== ======= Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes per common and common equivalent share - fully diluted . . . . . . . . . . . $2.67 $3.96 $(1.65) ====== ====== =======
*Assumed conversion is antidilutive, and accordingly, the debentures are excluded from the computation. -31- 5 HUDSON GENERAL CORPORATION AND SUBSIDIARIES COMPUTATION OF EARNINGS (LOSS) PER SHARE INFORMATION FULLY DILUTED - NET EARNINGS (LOSS)
Year Ended June 30, 1995 1994 1993 ---- ---- ---- (in thousands, except per share amounts) Net earnings (loss) for computing earnings (loss) per share - primary . . . . . . . . . . . . . . . $4,593 $7,760 $(2,180) Reduction of interest expense less applicable income taxes assuming conversion of 7% convertible subordinated debentures due 2011 . . . . . . . . . . . . . . . . . 1,137 1,137 --* Net earnings (loss) for computing earnings (loss) per share - fully diluted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,730 $8,897 $(2,180) Weighted average number of common and common equivalent shares outstanding . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,260 1,249 1,243 Addition from assumed conversion as of the beginning of each period of the 7% convertible subordinated debentures outstanding at the end of each period . . . . . . . . . . . . . . . . . . . . . . . . . . 885 886 --* Weighted average number of common and common equivalent shares out- standing on a fully diluted basis . . . . . . . . . . . . . . . . 2,145 2,135 1,243 Net earnings (loss) per common and common equivalent share - fully diluted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2.67 $4.17 $(1.75)
* Assumed conversion is antidilutive, and accordingly, the debentures are excluded from the computation. -32-
EX-13 4 THE REGISTRANT'S 1995 ANNUAL REPORT 1 EXHIBIT 13 The Registrant's 1995 Annual Report to Shareholders -33- 2 HUDSON GENERAL CORPORATION 1995 Annual Report DIVERSE SERVICES STRENGTH IN MANAGEMENT DEDICATED EMPLOYEES [PHOTO 1] [HUDSON GENERAL LOGO] 3 LETTER TO SHAREHOLDERS FELLOW SHAREHOLDERS: Although financial results for the fiscal year ended June 30, 1995 did not reach the record levels attained in fiscal 1994, Hudson General Corporation did enjoy a very successful and exciting year. We started off the year with our airport ground equipment "co-starring" with Jim Carrey in the hit movie "Dumb and Dumber", and ended it by achieving the second highest revenues and third highest net earnings in the history of the Company. This past winter was relatively mild in the midwest and northeast United States as well as in many parts of Canada, especially when compared to the extreme winter in those regions in the previous year. Despite the lack of help that Mother Nature gave our snow removal and de-icing operations in fiscal 1994, fiscal 1995 produced sound financial results. Revenues for the fiscal year ended June 30, 1995 were $135.5 million compared to $142.1 million in fiscal 1994, a decline of $6.6 million. Given that snow removal revenues were $14.2 million lower in fiscal 1995 than in fiscal 1994, and that revenues from our Canadian fixed base operations (FBO's) (which we ceased operating in November 1994) were $6.2 million lower, it is clear that we have found other means of increasing revenues. Overall, we are pleased with the progress our Company made this past year. FISCAL 1995 HAS SEEN MANY SUCCESSES IN OUR EFFORTS TO EXPAND OUR BUSINESS. Bottom line results also showed strength as net earnings were $4,593,000 and earnings per share were $3.69. We believe that these results are due to our successful effort to expand our aviation services business at a moderate pace with conservative risk as well as to ongoing programs to improve efficiency. Hudson General and its competitors are being presented with many new business opportunities as the entire airline industry continues to seek ways to return to sustained profitability. Outsourcing "under wing" services to independent aviation service companies such as Hudson General is one of the avenues available to airlines to achieve this goal. In addition, the Open Skies Agreement between the United States and Canada which was signed during fiscal 1995 is increasing air traffic between these neighboring countries and the related need for support services. While competitive pricing remains a primary factor in the award of the new business resulting from these initiatives, the airlines will continue to insist on high quality services. Hudson General excels in such an environment. Fiscal 1995 has seen many successes in our efforts to expand our business. We have secured additional contracts as carriers continue to outsource services to independent service companies. Our fueling operations have expanded significantly in Boston, Miami and Chicago. In Boston we have also begun to maintain and operate the fuel farm owned by Delta Air Lines. Not all the changes in the airline industry have had a positive effect on Hudson General. In some cases, mergers, alliances and code sharing agreements between airlines can negatively affect our business. For example, when Southwest Airlines acquired Morris Air, our ground handling contract with Morris Air in Salt Lake City was terminated as Southwest brought this function in-house. However, to date the pluses have far outweighed the minuses. In Canada, the FBO's which we had operated since 1985 were terminated during 1 4 fiscal 1995 when the subleases covering their facilities expired. These FBO's originally offered great promise, but changes over the past ten years in the segment of the aviation industry served by these FBO's left us with no alternative but to terminate our involvement in this business. On the other hand, our business of providing services to airlines in Canada continued to perform well in fiscal 1995. A highlight was the obtaining of the contract to provide de-icing and snow removal services for all carriers at Terminal 1 of Pearson International Airport in Toronto. We continue to have disappointing sales activity at our real estate joint venture in Hawaii. The recently instituted "Buy/Fly" program which is designed to encourage California residents to visit our project and see its beauty first hand has not produced any sales so far. However, we remain cautiously optimistic that it will yield results as marketing efforts for this program increase. We continue to monitor the Chapter 11 proceedings of Oxford First Corporation, the parent of our joint venture partner, including Oxford's proposals to meet its obligations to the joint venture. ALSO DURING FISCAL 1995, THE BOARD APPROVED THE RESUMPTION OF A REGULAR SEMI-ANNUAL DIVIDEND. Effective March 15, 1995 the Company amended its Revolving Credit Agreement with a group of banks to extend the term by two years to December 31, 2000 and reduce the interest rate on outstanding borrowings. The amendment also permits the Company, until March 31, 1996, to expend up to $3.0 million to repurchase shares of its common stock (so long as no proceeds from borrowings under the Revolving Credit Agreement are utilized for such purpose) and also continues to allow the Company to expend a maximum of $1.2 million per fiscal year for stock repurchases subject to certain earnings and net worth tests, less the amount of dividends paid on the Company's stock. In April 1995, the Board of Directors approved the repurchase of up to 150,000 shares of the Company's common stock from time to time, and as of August 25, 1995 the Company had repurchased 112,800 shares in the open market for an aggregate purchase price of approximately $2.0 million. The Board believes that this repurchase program will enhance shareholder value and is an excellent use of a portion of the Company's available cash. Also during fiscal 1995, the Board approved the resumption of the payment of a regular semi-annual dividend and declared two such dividends of 25 cents per share of common stock. The dividend had been discontinued after July 1989, at which time the semi-annual rate was 20 cents per share. We once again would like to thank our employees for their hard work and dedication. We also thank our customers, suppliers and banking group for their loyalty and confidence in us. Finally, we thank our shareholders for their continued trust and support. Sincerely, /s/ Jay B. Langner Jay B. Langner Chairman of the Board, President and Chief Executive Officer /s/ Paul R. Pollack Paul R. Pollack Executive Vice President and Chief Operating Officer /s/ Michael Rubin Michael Rubin Executive Vice President and Chief Financial Officer 2 5 AVIATION SERVICES Hudson General Corporation is one of the major aviation services companies engaged in providing a broad array of services at airports throughout the United States and Canada. Aircraft ground handling services are provided to domestic and international airlines, and include: aircraft marshaling; loading and off-loading of baggage, freight and commissary items; passenger ticketing; porter and wheelchair services; aircraft cleaning; de-icing; ramp sweeping and glycol recovery; water and lavatory service; maintenance and service checks; weight and balance; cargo and mail transferring; aircraft pushbacks; ground power and air-conditioning. [PHOTO 2] 3 6 Ground transportation services are provided for airline passengers and airport employees through Hudson General operated airport shuttle bus systems and ground transportation information kiosks. These operations also include operation and maintenance of passenger boarding bridges and specialized airfield passenger transport vehicles. Besides its airport-related transportation services, Hudson General provides transportation management services for various governmental agencies and authorities. Aircraft fueling services are offered through contract fueling, fuel management and retail sales of fuel. Contract fueling services are provided to airlines and fuel suppliers by delivery of fuel from airport storage facilities into commercial aircraft. Fuel management services consist of acting as an agent, managing the purchase, supply and distribution of fuel both domestically and internationally for regional scheduled and international cargo carriers, as well as charter passenger airlines. Hudson General also operates one of the newest and most technologically advanced perishables center at any airport in the United States for cargo requiring a climate-controlled environment. [PHOTO 3] 4 7 [PHOTO 4] 8 [PHOTO 5] 9 [PHOTO 6] Snow removal services are performed at airports in the northeastern and midwestern United States under contracts with airport operators and airlines serving these airports. Snow removal services are also performed at various seaport facilities. Maintenance services are provided for ground support, cargo handling, ground transportation and other airport related equipment. In addition, building maintenance services are provided at both terminal and hangar facilities. In Salt Lake City, hangar facilities and tie-down services are offered to the general aviation community including corporate and private aircraft owners. This year Hudson General will be celebrating its thirty-fifth anniversary as it continues to bring to its customers the broad experience and knowledge of aviation services they need, with the quality they demand, to help them succeed in the highly competitive aviation industry. 7 10 [PHOTO 7] LAND DEVELOPMENT Hudson General is a 50% partner in a joint venture to develop approximately 4,000 contiguous acres of land situated in the North Kohala District on the Island of Hawaii. The Project is being developed in four successive phases. Substantially all of the parcels in Phases I and II, which comprise approximately 2,100 acres of the Project, have been sold. Phase III consists of 100 five acre parcels, with 86 parcels remaining available for sale. During fiscal 1992, the County of Hawaii passed an ordinance pursuant to which, after the obtaining of subdivision approvals, Phase IV could be developed into 1,490 units. The validity of this ordinance has been challenged in a lawsuit brought by two local residents of Hawaii, and development of Phase IV must await the ultimate outcome of this litigation. 8 11 MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Hudson General Corporation and Subsidiaries RESULTS OF OPERATIONS FISCAL 1995 COMPARED WITH FISCAL 1994 Revenues decreased from $142.1 to $135.5 million, a decrease of $6.6 million, or 4.7%. The decrease reflects lower: (i) snow removal revenues of $14.2 million due mainly to the mild winter weather during fiscal 1995; (ii) aircraft fueling and hangar rental revenues in Canada of $6.2 million due to lower volumes of retail fuel sales and the expiration on October 31, 1994 of the Company's subleases (see Note 4) at its Canadian fixed base operations (FBO's); and (iii) revenues due to the effect of fluctuation in the average rates of exchange used in translating Canadian revenues to their U.S. dollar equivalent. Partially offsetting the revenue decreases were higher: (i) ground handling service revenues (net of decreased sales volumes of de-icing fluid) of $7.1 million due primarily to expanded services to new and existing customers and to a new contract to provide various winter related aircraft ground handling services at Terminal 1 in Toronto's Lester B. Pearson International Airport; (ii) domestic aircraft fueling revenues of $5.2 million resulting primarily from expanded intoplane fueling services at new and existing locations; (iii) ground transportation revenues of $1.6 million due mainly to expanded services to existing customers; and (iv) building maintenance revenues of $.8 million due primarily to expanded services to new and existing customers in the U.S. Costs and expenses were substantially unchanged at $128.5 million in fiscal 1995 as compared with $128.6 million in fiscal 1994. Operating costs decreased by $.4 million, or .3%. The decrease was attributable to lower: (i) snow removal costs due to the mild winter weather in the U.S.; (ii) fuel and facility rental costs related to the Company's Canadian FBO's (see Note 4); and (iii) the effect of fluctuation in the average rates of exchange used in translating Canadian costs to their U.S. dollar equivalent. Partially offsetting the decreases were higher: (i) domestic labor and related costs due primarily to expanded services to new and existing customers; (ii) equipment rental costs due mainly to expanded intoplane fueling services; (iii) labor and related costs associated with ground handling operations in Canada due primarily to expanded services to new and existing customers; and (iv) domestic maintenance associated with expansion of the Company's fleet of equipment. Depreciation and amortization expenses increased from $7.0 to $7.5 million, an increase of $.5 million, or 6.9%. The increase was due primarily to the accelerated amortization of the remaining carrying value of leasehold improvements made to a hangar facility at a domestic airport location (see Note 3). Selling, general and administrative expenses increased from $13.8 to $14.3 million, an increase of $.5 million, or 3.6%, due mainly to higher facility, personnel and related costs associated with the Company's expanded operations as noted above. Interest expense decreased from $1.3 to $.6 million, a decrease of $.7 million, or 56.4%, due mainly to lower average outstanding borrowings and the increase in the Company's capitalization of interest on its advances to its real estate joint venture in Hawaii (the Venture). Earnings before equity in loss of joint venture, provision (benefit) for income taxes, extraordinary item and cumulative effect of change in the method of accounting for income taxes decreased from $13.5 to $7.0 million, a decrease of $6.5 million, or 48.3%, due primarily to reduced results from snow removal operations and lower sales volumes of de-icing fluid due mainly to the mild winter weather; the accelerated amortization of the remaining carrying value of leasehold improvements; and higher selling, general and administrative expenses as described above. Partially offsetting the decreases were improved results from domestic aircraft fueling and ground transportation operations and lower interest expense. Results of the Company's aircraft ground handling operations fluctuate depending upon the flight activity and schedules of customers and the ability of the Company to deploy equipment and manpower in the most efficient manner to service such customers. The Company's snow removal and aircraft de-icing services are seasonal in nature. The results of these operations are normally reflected in the second and third quarters of the fiscal year, and fluctuate depending upon the severity of the winter season. The Company's 50% share of losses from the Venture increased from $1.8 to $2.7 million, an increase of $.9 million, or 52.5%. The increase in the Venture's losses is due mainly to the cessation of interest capitalization by the Venture on Phase IV of the Project as of July 1, 1994. As is usual for companies with land development operations, the contribution to future results from such operations will fluctuate depending upon land sales closed in each reported period. The Company's provision (benefit) for income taxes decreased from a provision of $4.4 million to a benefit of $.4 million, a decrease of $4.8 million. The decrease reflects lower federal and state tax provisions totaling $3.5 million due to decreased pre-tax earnings in the U.S., and the recognition in fiscal 1995 of $1.3 million of deferred tax assets resulting from a reevaluation of the operating results of the Company's Canadian subsidiary (see Note 7). The state of the North American aviation industry has resulted in increased competitive pressures on the pricing of aviation services and in the exploration of alliances between major commercial airline carriers. While these factors may have an adverse effect on the Company, the state of the airline industry has resulted in several airlines outsourcing services to independent aviation service companies. This trend as well as the Open Skies Agreement between the United States and Canada, whereby there will be more access for airlines to fly between these bordering countries, has provided additional opportunities for the Company. The Company is unable, at this time, to evaluate the full impact of these factors. The compliance with federal, state and local provisions which have been enacted or adopted regulating the discharge of materials into the environment did not have a material effect upon the Company's capital expenditures or results of operations for fiscal 1995, 1994 and 1993, or competitive position. However, the federal government and many state and local governments have enacted or proposed legislation and regulations with respect to storage facilities for fuel, petroleum-based products and chemicals, the disposal of hazardous waste materials, storm water discharges, and financial responsibility for possible liability exposures relating to fuel storage facilities. Compliance with such legislation and regulations has resulted in expenditures by the Company, including 9 12 MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Hudson General Corporation and Subsidiaries (Continued) expenditures for the testing, decommissioning and/or replacement of certain of its fuel and de-icing fluid storage facilities, and the clean-up of fuel spills. The Company is presently engaged in several such decommissioning, replacement and clean-up projects, and it is anticipated that additional such expenditures, the amount of which is presently not expected to be material, will be required. In addition, airport authorities are coming under increasing pressure to clean-up previous contamination at their facilities, and are seeking financial contributions from airport tenants and companies which operate at their airports. The Company cannot predict at this time, the amount, if any, that it may be required to pay in connection with such airport authority initiatives. FISCAL 1994 COMPARED WITH FISCAL 1993 Revenues increased from $132.2 to $142.1 million, an increase of $9.9 million, or 7.5%. The increase reflects higher: (i) snow removal revenues of $8.9 million due mainly to the severe winter weather in the United States in fiscal 1994; (ii) ground handling service revenues of $2.8 million due primarily to expanded services to new and existing customers in the U.S.; (iii) ground transportation revenues aggregating $1.6 million due mainly to expanded services to existing customers; and (iv) building maintenance revenues of $1.0 million due primarily to expanded services to new and existing customers in the U.S. Partially offsetting the revenue increases were lower: (i) aircraft fueling revenues of $1.4 million resulting primarily from lower volumes of retail fuel sales at the Company's Canadian FBO's and the cessation of operations at Long Island MacArthur Airport, net of increases in domestic intoplane fueling revenues; and (ii) revenues due to the effect of fluctuation in the average rates of exchange used in translating Canadian revenues to their U.S. dollar equivalent. Costs and expenses decreased from $129.7 to $128.6 million, a decrease of $1.2 million, or .9%. The principal reason for this decrease was that fiscal 1993 costs and expenses included accelerated amortization of the remaining carrying value of leasehold rights related to the Company's Canadian FBO's in the amount of $4.3 million (the FBO Accelerated Amortization). Operating costs increased from $103.2 to $106.4 million, an increase of $3.3 million, or 3.2%. The increase was attributable to higher: (i) snow removal costs; (ii) domestic labor and related costs due primarily to expanded services to new and existing customers; (iii) equipment rental costs due mainly to expanded intoplane fueling and ground transportation services; and (iv) maintenance costs associated with expansion of the Company's fleet of equipment and increased use in snow removal operations. Partially offsetting the increases were lower: (i) labor and related costs associated with ground handling operations in Canada due mainly to a reduction in employees associated with improved manpower utilization resulting from favorable changes to the flight activity and schedules of the Company's airline customers; (ii) fuel costs due primarily to lower volumes of retail fuel sales at the Company's Canadian FBO's; and (iii) the effect of fluctuation in the average rates of exchange used in translating Canadian costs to their U.S. dollar equivalent. Depreciation and amortization expenses decreased from $7.2 to $7.0 million, a decrease of $.2 million, or 2.2%. The decrease reflects the absence of amortization of leasehold rights related to the Company's Canadian FBO's as such rights were fully amortized as of June 30, 1993 due to the FBO Accelerated Amortization. Selling, general and administrative expenses increased from $13.3 to $13.8 million, an increase of $.5 million, or 4.0%, due to higher administrative and related costs mainly attributable to higher bonus provisions under the Company's Executive Incentive Program, which were partially offset by a decrease of $.7 million in the provision for bad debts. Interest expense decreased from $1.8 to $1.3 million, a decrease of $.5 million, or 27.8%, due to: (i) the prepayment in fiscal 1993 of the remaining balance of the Company's privately held 14% subordinated notes; (ii) lower average outstanding borrowings; and (iii) the payment of the remaining balance of the Company's 11% debentures in fiscal 1993. Earnings before equity in loss of joint venture, provision (benefit) for income taxes, extraordinary item and cumulative effect of change in the method of accounting for income taxes increased from $2.5 to $13.5 million, an increase of $11.0 million, due mainly to: (i) the absence in fiscal 1994 of the FBO Accelerated Amortization; (ii) improved results from snow removal operations; (iii) improved margins from ground handling operations; (iv) improved results from ground transportation operations; and (v) lower interest expense. Partially offsetting the increase were: (i) reduced results from the Company's Canadian FBO's; and (ii) higher selling, general and administrative expenses as described above. The Company's 50% share of losses from the Venture decreased from $2.8 to $1.8 million, a decrease of $1.0 million, due mainly to reduced provisions during fiscal 1994 for a Hawaii excise tax and doubtful mortgage receivables. The Venture's losses resulted mainly from a lack of sales of the Venture's land parcels, which sales were negatively impacted by general economic conditions. Effective July 1, 1993, the Company and its Venture partner (the Partners) reduced the interest rate that the Venture must pay for advances made to it by the Partners from 1% over prime to 1% below prime to reflect lower incremental borrowing costs of the Partners. This change resulted in a reduction of interest expense to the Venture of $.3 million for fiscal 1994 compared with fiscal 1993 net of lower interest income on mortgage receivables. Effective July 1, 1993, the Company adopted Statement of Financial Accounting Standards No. 109 (FAS 109), Accounting for Income Taxes, and reported a benefit of $450,000 as the cumulative effect of the change in the method of accounting for income taxes. Such benefit was reported inclusive of the effect of the Canadian net operating loss carryforwards referred to in the next paragraph, net of the related valuation allowance, in the consolidated statements of operations. The Company's provision for income taxes increased from $1.7 to $4.4 million, an increase of $2.7 million, due to higher provisions for federal and state income taxes associated with increased pre-tax earnings in the U.S. Pursuant to FAS 109, the Company utilized in full its 10 13 Canadian net operating loss carryforwards and a portion of its depreciation differences to offset its provision for foreign income taxes in the amount of $.8 million. LIQUIDITY AND CAPITAL EXPENDITURES AND COMMITMENTS The Company's recurring sources of liquidity are funds provided from operations and bank lines of credit. The Company has a Revolving Credit Agreement (the Credit Agreement) with a group of banks, as amended during fiscal 1995, which provides for a revolving credit facility pursuant to which the Company may borrow funds (including outstanding letters of credit) to a limit of $18.3 million (the Limit) until March 31, 1997. At such time, and at the end of each subsequent quarter, the Limit will be reduced by one-sixteenth of the Limit that was in effect on December 31, 1996 until December 31, 2000, at which time the Credit Agreement terminates. As of June 30, 1995, there were no direct borrowings and $3.7 million of letters of credit were outstanding under the Credit Agreement. In fiscal 1995, 1994 and 1993, net cash provided by operating activities was $19.7, $16.4, and $10.8 million, respectively. Capital expenditures net of proceeds from the sale of property and equipment were $9.9, $9.2, and $5.5 million in fiscal 1995, 1994 and 1993, respectively. Net cash advanced to the Venture was $1.7, $.9 and $.2 million in fiscal 1995, 1994 and 1993, respectively. Net cash used by financing activities was $2.2, $5.7 and $2.6 million for fiscal 1995, 1994 and 1993, respectively. Cash and cash equivalents were $12.6, $6.7, and $6.4 million at June 30, 1995, 1994 and 1993, respectively. At June 30, 1995 the Company had commitments to fund approximately $5.1 million for operating equipment, the majority of which is expected to be expended during the first six months of fiscal 1996. Capital expenditures are primarily for equipment and facilities used in the Company's operations. The Company is unable to determine the extent of additional future capital expenditures since, as a service company, its capital expenditure requirements fluctuate depending upon facility requirements and equipment purchases associated with the Company's ability to successfully obtain additional contracts. During fiscal 1995, the Board of Directors approved the repurchase of up to 150,000 shares of the Company's common stock from time to time in either open market or privately negotiated transactions. As of August 25, 1995 the Company had repurchased in the open market 112,800 shares for an aggregate purchase price of approximately $2.0 million pursuant to this authorization. At June 30, 1995, the Venture had commitments aggregating $2.9 million for project expenditures. Included in this amount is $1.7 million for the construction of water well equipment and a reservoir by June 30, 1996. It is expected that funds for most of the Venture's other commitments will be expended subsequent to fiscal 1996. In addition, the Venture is obligated to repurchase during fiscal 1996 and 1997 the unpaid balance of certain mortgage receivables that were previously sold to two banks (see Note 6). The Venture has begun discussions with financial institutions to extend or refinance such obligations. During fiscal 1992, the County of Hawaii passed an ordinance pursuant to which the Venture, after subdivision approvals are obtained, would be able to develop Phase IV of the project into 1,490 units. Pursuant to such ordinance, the Venture is required to expend (in addition to the commitments noted above) approximately $2.3 million for improvements and in lieu payments. Shortly after passage of the ordinance, a lawsuit against the County of Hawaii was filed by two local residents of Hawaii (Plaintiffs) seeking to invalidate such ordinance on various grounds including that the ordinance was adopted without following State of Hawaii procedure relating to the preparation of an Environmental Impact Statement. During fiscal 1993, the Judge in this action granted Plaintiffs' motion for partial summary judgment without indicating any effect on Phase IV zoning. The County and the Venture have appealed this ruling. The appeal was heard before the Hawaii Supreme Court in March 1994, and the Court has taken the matter under advisement. The Venture cannot, at this time, determine the impact of the Court's ruling on the timing of development of Phase IV or the expenditures related thereto. The Joint Venture Agreement provides that the Company and its partner in the Venture, Oxford Kohala, Inc. (the Partner) are obligated to make equal advances of any of the Venture's required fundings. It is anticipated that the Venture's capital commitments will be funded by cash flow from its operations and advances from the Company and the Partner. It is expected that any advances which the Company may be required to make to the Venture will be provided from the Company's cash flow and lines of credit. Pursuant to the Credit Agreement the Company may advance up to $2.0 million to the Venture in any fiscal year or up to $4.0 million during the term of the Credit Agreement, net of any distributions received from the Venture by the Company during such periods. Since the inception of the Credit Agreement the Company has increased its net advances to the Venture by $2.8 million. Distributions, if any, received by the Company with respect to the Venture, net of advances made by the Company during the applicable period, in excess of $4.0 million in any four consecutive quarters, or in excess of $2.0 million in any fiscal year, reduce the Limit. At present, it is anticipated that the advances required to meet the obligations of the Venture will not exceed the limits set forth in the Credit Agreement or that the Credit Agreement will be amended to allow for any excess. The Partner is a subsidiary of Oxford First Corporation (Oxford First). On October 13, 1994, Oxford First filed for reorganization under Chapter 11 of the Bankruptcy Code. Pursuant to an order of the Bankruptcy Court dated November 28, 1994, Oxford First (through its subsidiary, The Oxford Finance Companies, Inc.) was permitted to transfer funds to the Partner in an aggregate amount not to exceed $376,000 with respect to the period October 1, 1994 through March 31, 1995, which amounts were intended to enable the Partner to make its share of advances required by the Venture. The amount so authorized by the Bankruptcy Court was not sufficient to allow the Partner to make its full share of required 11 14 MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Hudson General Corporation and Subsidiaries (Continued) advances. To date, the Company has opted to make additional advances (the Additional Advances) to cover the Partner's funding deficiency. The Company has filed a claim with the Bankruptcy Court in an amount equal to the Additional Advances. In addition, Oxford First has filed an amended reorganization plan with the Bankruptcy Court contemplating Oxford First's transfer of funds to the Partner in amounts set forth in the plan covering periods through December 31, 1997. The Company, at present, is unable to determine whether the Bankruptcy Court will confirm Oxford First's reorganization plan so as to enable Oxford First to transfer additional funds to the Partner or whether any transfers authorized by the Bankruptcy Court will be sufficient in order for the Partner to make its share of future advances to the Venture. Should the Partner be unable to make its share of future advances to the Venture, the Company has the option to make Additional Advances (subject to its right of reimbursement) necessary up to the limits set forth in the Credit Agreement. The Partner did not file for reorganization under Chapter 11 of the Bankruptcy Code. During fiscal 1995, the Company advanced $1.7 million to the Venture including $.5 million of Additional Advances. The extent to which advances to the Venture will be required in the future, as well as the timing of the return to the Company of the advances made by it, will depend upon the amount of sales generated by the Venture, the terms upon which parcels are sold, expenses incurred in the planning and development of future phases of the Project and the ability of the Partner to fund its obligations under the Joint Venture Agreement. The general economic climate has negatively impacted the sale of the Venture's land parcels. It is expected that the sources of the Company's liquidity, as noted above, will provide sufficient funding to allow the Company to meet its liquidity requirements. 12 15 SELECTED CONSOLIDATED FINANCIAL DATA
Fiscal Years Ended June 30, ------------------------------------------------------------- 1995 1994 1993 1992 1991 ------------------------------------------------------------- (in thousands, except per share amounts) Revenues .......................................... $135,453 $142,075 $ 132,186 $126,744 $128,978 Earnings (loss) before extraordinary items and cumulative effect of change in the method of accounting for income taxes ..................... 4,593 7,310 (2,045)(a) 1,128 2,723 Earnings (loss) per share before extraordinary items and cumulative effect of change in the method of accounting for income taxes: Primary ........................................ 3.69 5.86 (1.65) .90 2.19 Fully diluted .................................. 2.67 3.96 (1.65) 1.06 1.79 Net earnings (loss) ............................... 4,593 7,760 (2,180)(a) 2,005(b) 4,014(b) Net earnings (loss) per share: Primary ........................................ 3.69 6.22 (1.75) 1.60 3.23 Fully diluted .................................. 2.67 4.17 (1.75) 1.47 2.39 Total assets ...................................... 87,568 77,889 72,414 79,038 82,870 Long-term obligations less current maturities ..... 29,000 29,000 32,700 34,800 39,416 Capital expenditures .............................. 10,806 9,815 5,786 7,359 6,175 Cash dividends per common share ................... .50 -- -- -- -- =============================================================
For information related to restrictions on the payment of cash dividends see Note 5. (a) Includes $4,287 of accelerated amortization of leasehold rights related to the Company's Canadian Fixed Base Operations. (b) Includes extraordinary tax benefit from net operating loss carryforwards of $800 and $1,123 in fiscal 1992 and 1991, respectively.
Fiscal 1995 Fiscal 1994 ------------------------------------------------ Market Price Range* High Low High Low ------------------------------------------------ First Quarter . . . . . . . . . . . . . . . . . . . . . . . 20 15 1/8 12 3/8 10 3/4 Second Quarter . . . . . . . . . . . . . . . . . . . . . . 18 3/8 15 7/8 15 1/8 11 1/8 Third Quarter . . . . . . . . . . . . . . . . . . . . . . . 16 3/4 15 3/4 16 7/8 13 1/2 Fourth Quarter . . . . . . . . . . . . . . . . . . . . . . 20 1/2 16 16 3/4 15 1/8 ------------------------------------------------
* The range of per share closing prices of the Company's common stock on the American Stock Exchange in each fiscal quarter from July 1, 1993 through June 30, 1995. At June 30, 1995, there were 220 record holders of the Company's common stock. 13 16 CONSOLIDATED STATEMENTS OF OPERATIONS Hudson General Corporation and Subsidiaries
Year Ended June 30, ---------------------------------------- 1995 1994 1993 ---------------------------------------- (in thousands, except per share amounts) Revenues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $135,453 $142,075 $132,186 ---------------------------------------- Costs and expenses: Operating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106,070 106,424 103,160 Depreciation and amortization . . . . . . . . . . . . . . . . . . . . . . . . . 7,528 7,042 7,202 Selling, general & administrative . . . . . . . . . . . . . . . . . . . . . . . 14,306 13,806 13,280 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 559 1,283 1,776 Accelerated amortization of leasehold rights . . . . . . . . . . . . . . . . . - - 4,287 ---------------------------------------- Total costs and expenses . . . . . . . . . . . . . . . . . . . . . . . . . . 128,463 128,555 129,705 ---------------------------------------- Earnings before equity in loss of joint venture, provision (benefit) for income taxes, extraordinary item and cumulative effect of change in the method of accounting for income taxes . . . . . . . . . . . . . . . . . 6,990 13,520 2,481 Equity in loss of joint venture . . . . . . . . . . . . . . . . . . . . . . . . . (2,747) (1,801) (2,788) ---------------------------------------- Earnings (loss) before provision (benefit) for income taxes, extraordinary item and cumulative effect of change in the method of accounting for income taxes . . . . . . . . . . . . . . . . . 4,243 11,719 (307) Provision (benefit) for income taxes . . . . . . . . . . . . . . . . . . . . . . (350) 4,409 1,738 ---------------------------------------- Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes . . . . . . . . . . . . . . 4,593 7,310 (2,045) Extraordinary loss on repurchase of debt (net of applicable income taxes) . . . . - - (135) Cumulative effect of change in the method of accounting for income taxes . . . . - 450 - ---------------------------------------- Net earnings (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 4,593 $ 7,760 $ (2,180) ======================================== Earnings (loss) per share, primary: Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes . . . . . . . . . . . . . $ 3.69 $ 5.86 $ (1.65) Extraordinary item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - - (.11) Cumulative effect of change in the method of accounting for income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - .36 - ---------------------------------------- Net earnings (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 3.69 $ 6.22 $ (1.75) ======================================== Earnings (loss) per share, fully diluted: Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes . . . . . . . . . . . . . $ 2.67 $ 3.96 $ (1.65) Extraordinary item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - - (.11) Cumulative effect of change in the method of accounting for income taxes . . . - .21 - ---------------------------------------- Net earnings (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2.67 $ 4.17 $ (1.75) ========================================
See accompanying notes to consolidated financial statements. 14 17 CONSOLIDATED BALANCE SHEETS Hudson General Corporation and Subsidiaries
June 30, -------------------- 1995 1994 -------------------- (in thousands) Assets Current assets: Cash and cash equivalents . . . . . . . . . . . . . . . . . . . . . . . $12,613 $ 6,727 Accounts and notes receivable - net . . . . . . . . . . . . . . . . . . 14,457 14,628 Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 936 904 Prepaid expenses and other assets . . . . . . . . . . . . . . . . . . . 876 1,090 Deferred income taxes . . . . . . . . . . . . . . . . . . . . . . . . . 4,602 2,946 -------------------- Total current assets . . . . . . . . . . . . . . . . . . . . . . 33,484 26,295 Property, equipment and leasehold rights at cost, less accumulated depreciation and amortization . . . . . . . . . . . . . . . . . . . . . 33,864 31,047 Investment in Hawaii joint venture - net . . . . . . . . . . . . . . . . . 16,065 15,621 Long-term receivables - net . . . . . . . . . . . . . . . . . . . . . . . . 2,585 3,138 Other assets - net . . . . . . . . . . . . . . . . . . . . . . . . . . . . 770 862 Excess cost over fair value of net assets acquired. . . . . . . . . . . . . 800 926 -------------------- $87,568 $77,889 ==================== Liabilities and Stockholders' Equity Current liabilities: Accounts payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . $12,305 $ 8,652 Income taxes payable . . . . . . . . . . . . . . . . . . . . . . . . . . 1,557 1,224 Accrued expenses and other liabilities . . . . . . . . . . . . . . . . . 21,233 18,079 -------------------- Total current liabilities . . . . . . . . . . . . . . . . . . . 35,095 27,955 -------------------- Long-term debt, subordinated . . . . . . . . . . . . . . . . . . . . . . . 29,000 29,000 Deferred income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,857 1,711 -------------------- Total noncurrent liabilities . . . . . . . . . . . . . . . . . . 30,857 30,711 -------------------- Stockholders' Equity: Serial preferred stock (authorized 100,000 shares of $1 par value) - none outstanding . . . . . . . . . . . . . . . -- -- Common stock (authorized 7,000,000 shares of $1 par value) - issued 1,253,802 and 1,250,802 shares . . . . . . . . . . . . . . 1,254 1,251 Paid in capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,759 6,717 Retained earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,707 12,716 Equity adjustments from foreign currency translation . . . . . . . . . . (1,483) (1,461) Treasury stock, at cost, 96,600 shares . . . . . . . . . . . . . . . . . (1,621) -- -------------------- Total stockholders' equity . . . . . . . . . . . . . . . . . . . 21,616 19,223 -------------------- $87,568 $77,889 ====================
See accompanying notes to consolidated financial statements. 15 18 CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY Hudson General Corporation and Subsidiaries
For the Years Ended June 30, 1995, 1994 and 1993 ------------------------------------------------------------------------------------ Equity Common Stock Adjustments Issued From Foreign ------------------- Paid in Retained Currency Treasury Stockholders' Shares Amounts Capital Earnings Translation Stock Equity ------------------------------------------------------------------------------------ (in thousands, except share amounts) Balance, June 30, 1992 ...... 1,242,802 $1,243 $6,607 $ 7,136 $ 80 $ -- $15,066 Equity adjustment from foreign currency translation ............. -- -- -- -- (745) -- (745) Net loss .................. -- -- -- (2,180) -- -- (2,180) ---------------------------------------------------------------------------------- Balance, June 30, 1993 ...... 1,242,802 1,243 6,607 4,956 (665) -- 12,141 Common stock issued in connection with exercise of stock options ........ 8,000 8 110 -- -- -- 118 Equity adjustment from foreign currency translation ............. -- -- -- -- (796) -- (796) Net earnings .............. -- -- -- 7,760 -- -- 7,760 ---------------------------------------------------------------------------------- Balance, June 30, 1994 ...... 1,250,802 1,251 6,717 12,716 (1,461) -- 19,223 Common stock issued in connection with exercise of stock options ........ 3,000 3 42 -- -- -- 45 Dividends ($.50 per share) -- -- -- (602) -- -- (602) Equity adjustment from foreign currency translation ............. -- -- -- -- (22) -- (22) Purchase of treasury stock -- -- -- -- -- (1,621) (1,621) Net earnings .............. -- -- -- 4,593 -- -- 4,593 ---------------------------------------------------------------------------------- Balance, June 30, 1995 ...... 1,253,802 $1,254 $6,759 $ 16,707 $(1,483) $(1,621) $21,616 ==================================================================================
See accompanying notes to consolidated financial statements. 16 19 CONSOLIDATED STATEMENTS OF CASH FLOWS Hudson General Corporation and Subsidiaries
Year Ended June 30, --------------------------------- 1995 1994 1993 --------------------------------- (in thousands) Cash flows from operating activities: Earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes ......................... $ 4,593 $ 7,310 $ (2,045) Adjustments to reconcile earnings (loss) before extraordinary item and cumulative effect of change in the method of accounting for income taxes to net cash provided by operating activities: Depreciation and amortization ............................................. 7,528 7,042 7,202 Provision for losses on accounts receivable - net ......................... 178 160 878 Accelerated amortization of leasehold rights .............................. -- -- 4,287 Loss on repurchase of debt ................................................ -- -- (135) Increase (decrease) in deferred income taxes excluding cumulative effect of change in the method of accounting for income taxes ........... 149 178 (408) Equity in loss of joint venture ........................................... 2,747 1,801 2,788 Capitalization of interest cost on Hawaii joint venture advances .......... (1,471) (947) (1,035) Gain on sale of equipment ................................................. (454) (133) (238) Change in other current assets and liabilities: Accounts and notes receivable .......................................... 5 (2,797) (479) Inventory - net ........................................................ (31) (121) 216 Prepaid expenses and other assets ...................................... 215 129 (316) Deferred income taxes .................................................. (1,656) (1,489) 82 Accounts payable ....................................................... 3,650 1,261 2,150 Income taxes payable ................................................... 333 575 186 Accrued expenses and other liabilities ................................. 3,136 3,123 (2,594) Decrease (increase) in other assets ....................................... 92 155 (12) Decrease in long-term receivables - net ................................... 553 23 115 Other - net ............................................................... 127 130 145 --------------------------------- Net cash provided by operating activities .............................. 19,694 16,400 10,787 --------------------------------- Cash flows from investing activities: Purchases of property, equipment and leasehold rights ......................... (10,806) (9,815) (5,786) Proceeds from sale of property and equipment .................................. 935 648 270 Advances to Hawaii joint venture - net ........................................ (1,720) (870) (206) --------------------------------- Net cash used by investing activities .................................. (11,591) (10,037) (5,722) --------------------------------- Cash flows from financing activities: Proceeds from issuance of common stock ........................................ 45 118 -- Cash dividends paid ........................................................... (602) -- -- Purchase of treasury stock .................................................... (1,621) -- -- Proceeds from borrowings ...................................................... -- 500 15,580 Principal repayments of borrowings ............................................ -- (6,333) (18,147) --------------------------------- Net cash used by financing activities .................................. (2,178) (5,715) (2,567) --------------------------------- Effect of exchange rate changes on cash ......................................... (39) (297) (66) --------------------------------- Net increase in cash and cash equivalents ....................................... 5,886 351 2,432 --------------------------------- Cash and cash equivalents at beginning of year .................................. 6,727 6,376 3,944 --------------------------------- Cash and cash equivalents at end of year ........................................ $ 12,613 $ 6,727 $ 6,376 =================================
See accompanying notes to consolidated inancial statements. 17 20 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS Hudson General Corporation and Subsidiaries 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES BASIS OF PRESENTATION AND CONSOLIDATION: The consolidated financial statements include the accounts of Hudson General Corporation and its subsidiaries (the Company). A land development venture in which the Company has a 50% interest (the Venture) is accounted for under the equity method of accounting (see Note 6). All material intercompany accounts and transactions have been eliminated in consolidation. INVENTORIES: Inventories are carried at the lower of average cost or market. DEPRECIATION AND AMORTIZATION: Depreciation of property and equipment is provided on the straight-line method over their estimated useful lives. Leasehold rights are being amortized over the original and anticipated renewal terms of the underlying leases. EXCESS COST OVER FAIR VALUE OF NET ASSETS ACQUIRED: The excess cost over fair value of net assets acquired, net of accumulated amortization of $1,188,000 and $1,060,000 at June 30, 1995 and 1994, respectively, is amortized on a straight-line basis over periods not to exceed forty years. INCOME TAXES: Effective July 1, 1993, the Company adopted Statement of Financial Accounting Standards (SFAS) No. 109 "Accounting for Income Taxes", which requires the use of the liability method of accounting for deferred income taxes (see Note 7). FOREIGN CURRENCY TRANSLATION: The financial position and results of operations of the Company's Canadian operations are measured using local currency as the functional currency. Assets and liabilities are translated into U.S. dollars at year-end rates of exchange, and revenues and expenses are translated at the average rates of exchange for the year. Gains or losses resulting from translating foreign currency financial statements are accumulated as a separate component of stockholders' equity. STATEMENTS OF CASH FLOWS: For purposes of the consolidated statements of cash flows, the Company considers all securities with an original maturity of three months or less at the date of acquisition to be cash equivalents. In fiscal 1995, 1994 and 1993 income taxes (net of refunds) of $362,000, $4,677,000 and $2,515,000, respectively, were paid. Interest of $2,030,000, $2,241,000 and $2,786,000 was paid in fiscal 1995, 1994 and 1993, respectively. EARNINGS (LOSS) PER SHARE: Primary earnings (loss) per common and common equivalent share have been computed based upon the weighted average number of shares of common stock outstanding and dilutive common stock equivalents assumed outstanding during the respective years. The weighted average number of shares used in computing primary earnings (loss) per common and common equivalent share was 1,245,122, 1,246,889 and 1,242,802 in fiscal 1995, 1994 and 1993, respectively. Fully diluted earnings (loss) per common and common equivalent share have been computed based upon the assumption that the Company's convertible debentures are converted into common shares at the beginning of each period in which their effect is dilutive (such debentures were dilutive only as to fiscal 1995 and 1994 results) and that the related interest expense that would not have been incurred had conversion taken place, net of applicable taxes, is added back to net earnings (loss). The weighted average number of common and common equivalent shares used in computing fully diluted earnings (loss) per share in fiscal 1995 and 1994 was 2,145,175 and 2,134,789, respectively. RECLASSIFICATIONS: Certain reclassifications of fiscal 1994 and 1993 balances have been made to conform with the fiscal 1995 presentation. 2. SUPPLEMENTAL FINANCIAL STATEMENT INFORMATION Accounts, notes and long-term receivables - net at June 30, 1995 and 1994 consisted of the following:
1995 1994 ------------------ (in thousands) Rental and service fees receivable ....................... $13,905 $13,997 Note receivable (a) ...................................... 2,941 3,553 Equipment rental contracts and other notes receivable (less unearned finance income of $59,000 and $84,000) ................. 196 216 ------------------ 17,042 17,766 Less: current portion (net of allowance for doubtful accounts of $1,579,000 and $1,631,000) ........................................ 14,457 14,628 ------------------ Long-term portion ........................................ $ 2,585 $ 3,138 ==================
(a) On January 6, 1994, the Company assigned its leases and ceased operations at Long Island MacArthur Airport in Islip, New York (LIMA) where the Company had provided ground handling and fueling services to commercial airlines and related fixed base operation services to general aviation aircraft. At the closing, the Company was paid $150,000 in cash and received a promissory note from the purchaser of its leases in the amount of $3,750,000, payable over seven years with interest at the rate of 7%. The outstanding balance of the note receivable at June 30, 1995 and 1994 was $2,941,000 and $3,553,000, respectively. The promissory note is secured by the assigned leases and other assets located at LIMA. This transaction did not have a material effect on the Company's consolidated financial position or results of operations. The Company provides various services at airports throughout the United States and Canada. The Company grants credit to customers based upon an analysis of its customers' financial position and then-existing conditions in the aviation industry. Six of the Company's customers had individual balances outstanding greater than 5%, and aggregating 48%, of accounts receivable - net at June 30, 1995. During the three fiscal years ended June 30, 1995 certain airline customers of the Company filed for protection under the bankruptcy laws or ceased operations. Bad debt expenses were $178,000, $160,000 and $878,000 for fiscal 1995, 1994 and 1993, respectively. Accrued expenses and other liabilities at June 30, 1995 and 1994 consisted of the following:
1995 1994 --------------------- (in thousands) Salaries and wages ................................. $ 5,353 $ 5,137 Interest ........................................... 956 956 Insurance .......................................... 6,022 3,607 Operating expenses payable ......................... 3,176 2,748 Customer advances and deposits ..................... 1,739 614 Other .............................................. 3,987 5,017 --------------------- $21,233 $18,079 =====================
Maintenance and repair expenses were $7,400,000, $6,540,000 and $5,930,000 for fiscal 1995, 1994 and 1993, respectively. 18 21 Interest income included in revenues was $615,000, $374,000 and $337,000 for fiscal 1995, 1994 and 1993, respectively. 3. PROPERTY, EQUIPMENT AND LEASEHOLD RIGHTS The number of years over which major classes of assets are being depreciated and amortized, and the costs and the related accumulated depreciation and amortization thereof at June 30, 1995 and 1994 are set forth below.
Estimated Useful Lives 1995 1994 ---------------------------------------- (in thousands) Operating equipment ................. 3 - 12 $ 70,232 $ 63,760 Leasehold rights .................... 25 2,400 9,030 Buildings ........................... 14 - 20 1,458 1,454 Office furnishings and equipment ......................... 3 - 10 3,193 3,184 Leasehold improvements .............. 2 - 28 5,829 7,356 ---------------------------------------- 83,112 84,784 Accumulated depreciation and amortization ................. (49,248) (53,737) ---------------------- $ 33,864 $ 31,047 ======================
Due to an early lease termination, at March 31, 1995, the Company accelerated the amortization of the remaining carrying value of its leasehold improvements made to a hangar facility at a domestic airport location in the amount of $744,000. Such amount is included in depreciation and amortization in the accompanying consolidated statements of operations. Leasehold rights at June 30, 1994 include $6,630,000 related to the Company's Canadian FBO's (see Note 4). 4. CANADIAN OPERATIONS The consolidated financial statements include: assets of $12,301,000, $14,895,000 and $15,672,000; net assets of $7,655,000, $8,866,000 and $8,145,000; and revenues of $34,376,000, $40,144,000 and $48,576,000 in fiscal 1995, 1994 and 1993, respectively; and earnings of $3,352,000 and $1,717,000 in fiscal 1995 and 1994, respectively, and a loss of $3,901,000 in fiscal 1993, related to the Company's Canadian operations. In fiscal 1995 and 1993, the Company's Canadian subsidiary redeemed for cash preferred shares held by the Company for $4,500,000 and $4,100,000, respectively. The Company did not renew the subleases (Subleases) covering its fixed base operation (FBO) locations at several Canadian airports beyond their October 31, 1994 expiration dates and as a result ceased operating the FBO's on such date. At June 30, 1993 the Company accelerated the amortization of the remaining carrying value of its sublease rights in the amount of $4,287,000. 5. LONG-TERM DEBT (a) Pursuant to a Revolving Credit Agreement with a group of banks dated November 25, 1992, as amended (the Credit Agreement), the Company may borrow funds (including outstanding letters of credit) up to a limit of $18,300,000 (the Limit) until March 31, 1997. At such time, and at the end of each subsequent quarter, the Limit will be reduced by one-sixteenth of the Limit that was in effect on December 31, 1996 until December 31, 2000, at which time the Credit Agreement terminates. The Limit may also be reduced by asset sales in excess of certain amounts and by any distributions to the Company from the Venture, net of advances made by the Company during the applicable period, in excess of $4,000,000 in any four consecutive quarters, or in excess of $2,000,000 in any fiscal year. There were no direct borrowings outstanding at June 30, 1995 and 1994. At June 30, 1995 and 1994 there were $3,655,000 and $4,451,000, respectively, of outstanding letters of credit. The Credit Agreement provides the Company with the option of selecting a rate of interest at either the base rate or 13/8% above the LIBO rate, as defined. The Credit Agreement contains various restrictions, among which are provisions restricting the Company from paying cash dividends or purchasing, redeeming or retiring its stock unless consolidated tangible net worth (TNW), as defined, is greater than $16,500,000 both immediately before and after giving effect to such dividend, purchase, redemption or retirement. At June 30, 1995, the Company's TNW was $22,298,000. Furthermore, any such payments are limited to an annual amount not to exceed the lesser of (i) $1,200,000 or (ii) 50% of consolidated net income, as defined, for the most recently ended fiscal year. In addition, the Company may, until March 31, 1996, expend up to an additional $3,000,000 to repurchase shares of its common stock so long as no proceeds from borrowings under the Credit Agreement are utilized for such purpose. Pursuant to the Credit Agreement, the Company may advance up to $2,000,000 to the Venture in any fiscal year or up to $4,000,000 during the term of the Credit Agreement, net of any distributions received from the Venture by the Company during such periods. Since the inception of the Credit Agreement the Company has increased its net advances to the Venture by $2,805,000. Additionally, the Credit Agreement requires that the Company maintain certain minimum effective net worth requirements, as defined, which are subject to incremental annual increases and further stipulates that the Company not incur a consolidated net loss for any fiscal year. The Credit Agreement also requires that the Company meet certain other customary financial covenants and permits the Company, with certain limitations, to prepay or otherwise purchase subordinated debt. The Company has granted the banks a security interest in substantially all of its domestic equipment and accounts receivable and certain of its other assets. The Company's obligations under the Credit Agreement are guaranteed by the Company's domestic subsidiaries, and the guarantees of those subsidiaries with material operations are similarly secured. The Company also has an agreement with Canadian affiliates of the same group of banks to provide a credit facility for its Canadian subsidiary (the Canadian Agreement) in the amount of $5,000,000 (Cdn). Any borrowings made pursuant to the Canadian Agreement reduce the availability under the Credit Agreement. The $5,000,000 (Cdn) borrowing limit will be reduced commencing March 31, 1997 on the same basis as the Limit. The Canadian Agreement provides the Company with the option of selecting a rate of interest at either 1/2% above the prime rate or 15/8% above the cost of funds rate, as defined. In connection with the Canadian Agreement, the Company has guaranteed the obligations of its Canadian subsidiary and granted the banks a security interest in substantially all 19 22 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS Hudson General Corporation and Subsidiaries (Continued) of its Canadian accounts receivable and certain of its other assets, including inter-company debt from its Canadian subsidiary. The guarantees of the Company's domestic subsidiaries referred to above extend to the Company's obligations as a guarantor under the Canadian Agreement. (b) In July 1986 the Company issued $30,000,000 of 7% convertible subordinated debentures due 2011 (the Debentures), which are convertible at any time prior to maturity, unless previously redeemed, into shares of the Company's common stock at a conversion price of $32.75 per share (see Note 8), subject to adjustment in certain events. Interest on the Debentures is payable semi-annually in January and July. The Debentures are redeemable at any time at the option of the Company, in whole or in part, at declining premiums (101.4% of the principal amount at June 30, 1995), subject to certain conditions. The Debentures are subject to a mandatory sinking fund, beginning in July 1997, in annual installments of $1,500,000, which will retire 70% of the Debentures prior to maturity. The Company previously repurchased $1,000,000 of the Debentures. Such repurchased amount may, at the Company's discretion, be used to meet sinking fund obligations. The Debentures are subordinate to all superior debt as defined in the indenture. At June 30, 1995 and 1994 there was $29,000,000 of the Debentures outstanding. Maturities of long-term debt for the next five fiscal years are: none in 1996 and 1997; $500,000 in 1998 (assuming application of the $1,000,000 of repurchased Debentures to the sinking fund); $1,500,000 in 1999; $1,500,000 in 2000; and $25,500,000 thereafter. 6. INVESTMENT IN HAWAII JOINT VENTURE The Venture was formed to acquire, develop and sell approximately 4,000 contiguous acres of land in Hawaii (the Project). The Project is being developed in four successive phases. The first two phases, containing approximately 2,100 acres, have been developed and substantially sold. The third phase, containing approximately 550 acres, has also been developed and has 86 parcels available for sale. The fourth phase has yet to be developed, except to the extent common improvements (main roadway, water wells, etc.) have been completed. During fiscal 1992, the County of Hawaii passed an ordinance pursuant to which the Venture, after subdivision approvals are obtained, would be able to develop Phase IV into 1,490 units. Shortly after passage of the ordinance, a lawsuit against the County of Hawaii was filed by two local residents of Hawaii (Plaintiffs) seeking to invalidate such ordinance on various grounds including that the ordinance was adopted without following State of Hawaii procedure relating to the preparation of an Environmental Impact Statement. During fiscal 1993, the Judge in this action granted Plaintiffs' motion for partial summary judgment without indicating any effect on Phase IV zoning. The County and the Venture have appealed this ruling. The appeal was heard before the Hawaii Supreme Court in March 1994, and the Court has taken the matter under advisement. The Venture cannot, at this time, determine the impact of the Court's ruling on the timing of development of Phase IV or the expenditures related thereto. The Company's partner in the Venture is Oxford Kohala, Inc. (the Partner), a wholly owned subsidiary of Oxford First Corporation (Oxford First). Under the Restated Joint Venture Agreement dated April 29, 1981, as amended (the Agreement), the partners have agreed to make equal advances to the Venture for all costs necessary for the orderly development of the land. The Company's total advances (including accrued interest) at June 30, 1995 (including Additional Advances referred to in the next paragraph) and 1994 were $22,565,000 and $19,333,000, respectively. On October 13, 1994, Oxford First filed for reorganization under Chapter 11 of the Bankruptcy Code. Pursuant to an order of the Bankruptcy Court dated November 28, 1994, Oxford First (through its subsidiary, The Oxford Finance Companies, Inc.) was permitted to transfer funds to the Partner in an aggregate amount not to exceed $376,000 with respect to the period October 1, 1994 through March 31, 1995, which amounts were intended to enable the Partner to make its share of advances required by the Venture. The amount so authorized by the Bankruptcy Court was not sufficient to allow the Partner to make its full share of required advances. To date, the Company has opted to make additional advances (the Additional Advances) to cover the Partner's funding deficiency. The Company has filed a claim with the Bankruptcy Court in an amount equal to the Additional Advances. In addition, Oxford First has filed an amended reorganization plan with the Bankruptcy Court contemplating Oxford First's transfer of funds to the Partner in amounts set forth in the plan covering periods through December 31, 1997. The Company, at present, is unable to determine whether the Bankruptcy Court will confirm Oxford First's reorganization plan so as to enable Oxford First to transfer additional funds to the Partner or whether any transfers authorized by the Bankruptcy Court will be sufficient in order for the Partner to make its share of future advances to the Venture. Should the Partner be unable to make its share of future advances to the Venture, the Company has the option to make Additional Advances (subject to its rights of reimbursement) necessary up to the limits set forth in the Credit Agreement (see Note 5). The Partner did not file for reorganization under Chapter 11 of the Bankruptcy Code. During fiscal 1995, the Company advanced $1,720,000 including $548,000 of Additional Advances to the Venture. During fiscal 1991, the Venture entered into agreements with banks pursuant to which $8,797,000 of the Venture's mortgage receivables were sold. An additional sale of $3,148,000 of mortgage receivables to a bank was completed during fiscal 1992. Since the Venture has accounted for these transactions as financing arrangements, the unpaid balances of the mortgage receivables in the amount of $2,826,000 and $4,759,000 are shown as "Notes payable" in the consolidated balance sheets of the Venture at June 30, 1995 and 1994, respectively. The agreements with the banks require that all payments received in connection with the underlying mortgage receivables be remitted to the banks until fiscal 1996 under the fiscal 1991 sales and until fiscal 1997 under the fiscal 1992 sale, when any unpaid balance due to the banks is to be repaid by the Venture. In addition, the Venture is required to make additional payments to the banks should the yield to the banks be less than 113/4% for the fiscal 1991 sales, or less than 2% over the prime rate (as defined) for the fiscal 1992 sale. The Venture remitted $97,000 and $129,000 during fiscal 1995 and 1994, respectively, for such purpose. 20 23 The Company defers recognition of interest income on its advances to the Venture and capitalizes interest costs at its weighted average cost of funds on such advances. At June 30, 1995 and 1994, the amount of deferred interest income was $1,859,000 and $1,819,000, respectively. The Company will recognize deferred interest income as the balance of the notes payable to the banks is reduced and when additional distributions or payments related to the Venture, if any, are made to the Company. Interest costs capitalized by the Company for fiscal 1995 and 1994 were $1,471,000 and $947,000, respectively. The summary consolidated balance sheets for the Venture as of June 30, 1995 and 1994 are as follows:
1995 1994 ------------------------ (in thousands) Cash and equivalents ............................. $ 89 $ 121 Land and development costs (including capitalized interest of $6,706,000 and $6,736,000) .................................... 26,863 26,255 Mortgages, accounts and notes receivable ......... 7,732 10,197 Foreclosed real estate - net ..................... 2,395 2,138 Other assets - net ............................... 2,461 2,640 ------------------------ $ 39,540 $ 41,351 ======================== Notes payable .................................... $ 3,402 4,759 Partner advances and accrued interest payable ........................................ 44,048 38,664 Accounts payable and accrued expenses ............ 1,422 1,765 Partners' deficit ................................ (9,332) (3,837) ------------------------ $ 39,540 $ 41,351 ========================
Summary results of operations for the Venture are as follows for the fiscal years ended June 30, 1995, 1994 and 1993:
Year Ended June 30, ------------------------------------ 1995 1994 1993 ------------------------------------ (in thousands) Net sales ............................ $ 504 $ 536 $ 398 Cost of sales ........................ 191 163 182 Selling, general and administrative costs ............... 2,852 2,797 4,336 Interest - net ....................... 2,956 1,178 1,456 ------------------------------------ Net loss ............................. $(5,495) $(3,602) $(5,576) ====================================
As a partnership, the Venture is not subject to federal or state income taxes. The Company's portion of the Venture's results is shown as "Equity in loss of joint venture" in the accompanying consolidated statements of operations. 7. INCOME TAXES Provision (benefit) for income taxes consisted of the following for the years ended June 30, 1995, 1994 and 1993:
1995 1994 1993 ------------------------------------ (in thousands) Federal: Current ............................ $ 847 $ 3,855 $ 1,807 Deferred ........................... (137) (946) (719) Foreign: Current ............................ -- -- -- Deferred ........................... (1,300) -- -- State: Current ............................ 313 1,791 645 Deferred ........................... (73) (291) 5 ------------------------------------ $ (350) $ 4,409 $ 1,738 ====================================
A reconciliation of the provision (benefit) for income taxes to the amount computed by applying the statutory federal income tax rate to earnings (loss) before provision (benefit) for income taxes, extraordinary item and cumulative effect of change in the method of accounting for income taxes for the years ended June 30, 1995, 1994 and 1993 follows:
1995 1994 1993 ------------------------------------ (in thousands) Computed "expected" tax provision (benefit) ................ $ 1,442 $ 3,984 $ (104) Increase (decrease) in income taxes resulting from: Reevaluation of valuation allowance ...................... (1,300) -- -- Utilization of foreign net operating loss carry-forwards and depreciation differences ... (804) (752) -- Foreign tax differential ......... 204 168 -- State income taxes, net of Federal income tax effect ...... 158 990 429 Losses for which no tax benefit was recorded ........... -- -- 1,326 Other - net ...................... (50) 19 87 ------------------------------------ Provision (benefit) for income taxes ....................... $ (350) $ 4,409 $ 1,738 ====================================
Major components of deferred tax expense (income) are as follows for the years ended June 30, 1995, 1994 and 1993:
1995 1994 1993 ---------------------------------- (in thousands) Differences in tax and book depreciation .......................... $ 850 $ 284 $ 1,646 Interest capitalized in financial statements ............................ 28 73 32 Reserves for doubtful accounts, disputed claims, losses on assets and contracts, etc ............. 32 (712) (1,787) Retirement plans ........................ 59 (82) (132) Accrued insurance ....................... (472) (841) (328) State taxes ............................. 269 (125) 3 Difference in Hawaii joint venture's book and tax year-end .............................. (226) 175 (223) Reevaluation of valuation allowance ............................. (1,300) -- -- Utilization of foreign net operating loss carryforwards and depreciation differences .......... (804) -- -- Other ................................... 54 (9) 75 ---------------------------------- Total ................................... $(1,510) $(1,237) $ (714) ==================================
21 24 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS Hudson General Corporation and Subsidiaries (Continued) Deferred tax assets (liabilities) are comprised of the following as of June 30, 1995 and 1994:
1995 1994 --------------------- (in thousands) Deferred tax assets: Reserves for doubtful accounts, claims, etc ........ $ 860 $ 892 Retirement plans ................................... 368 427 Property, equipment and leasehold rights, principally depreciation - foreign ............... 2,235 2,929 Accrued insurance .................................. 2,099 1,627 --------------------- Current deferred tax assets ........................ 5,562 5,875 --------------------- State income taxes ................................. 618 887 Difference in Hawaii joint venture's book and tax year-end ................................. 545 319 Other .............................................. -- 53 --------------------- Noncurrent deferred tax assets ..................... 1,163 1,259 --------------------- 6,725 7,134 Valuation allowance .................................. (960) (3,064) --------------------- Net deferred tax assets ............................ 5,765 4,070 --------------------- Deferred tax liabilities: Property, equipment and leasehold rights, principally depreciation - domestic .............. (2,463) (2,306) Interest capitalized on financial statements ....... (557) (529) --------------------- Noncurrent deferred tax liabilities ................ (3,020) (2,835) --------------------- Deferred tax assets - net ............................ $ 2,745 $ 1,235 =====================
Effective July 1, 1993, the Company adopted Statement of Financial Accounting Standards No. 109, Accounting for Income Taxes, and has reported the cumulative effect of the change in the method of accounting for income taxes in the consolidated statement of operations for fiscal 1994, without restating prior period financial statements. Statement 109 requires a change from the deferred method under APB Opinion 11 to the asset and liability method of accounting for income taxes. Under the asset and liability method of Statement 109, deferred income taxes are recognized for the future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. Under Statement 109, the effect on deferred taxes of a change in tax rates is recognized in income in the period that includes the enactment date. Pursuant to the deferred method under APB Opinion 11, which was applied by the Company in fiscal 1993 and prior years, deferred income taxes were recognized for income and expense items that were reported in different years for financial reporting purposes and income tax purposes using the tax rate applicable for the year the timing difference arose. Under the deferred method, deferred taxes are not adjusted for subsequent changes in tax rates. Under Statement 109, a valuation allowance is provided when it is more likely than not that some portion or all of the deferred tax assets will not be realized. At July 1, 1993, the Company provided a 100% valuation allowance for the net operating loss carryforwards and depreciation differences relating to its Canadian operations since realization of the related deferred tax assets was uncertain at that time. The net change in the valuation allowance for fiscal 1995 and 1994 was a decrease of $2,104,000 and $1,211,000, respectively. The decrease reflects: (i) the tax effect resulting from utilization of a portion of the Company's Canadian depreciation differences to offset its provision for foreign income taxes in the amount of $804,000 and $1,211,000 for fiscal 1995 and 1994, respectively; and (ii) the recognition of $1,300,000 of deferred tax assets in fiscal 1995 resulting from a review of prior Canadian operating results and anticipation of future Canadian earnings, which together with cessation of operations of the Company's Canadian FBO's (see Note 4), made the realization of additional Canadian depreciation differences more likely than not. 8. COMMON STOCK (a) The Company's 1981 Non-Qualified Stock Option and Stock Appreciation Rights Plan (the Plan) provided for the issuance of non-qualified stock options (Options) to key employees. In connection with these Options, the Board of Directors' Stock Option and Appreciation Rights Committee (the Committee) could also grant stock appreciation rights (Rights) exercisable in lieu of the Options, and/or limited rights (Limited Rights) exercisable under certain circumstances in lieu of the Options. No further Options or Rights may be granted under the Plan. The exercise price of outstanding Options under the Plan is the fair market value (as defined in the Plan) of the shares of the Company's common stock on the date of grant. Activity in Options during fiscal 1995 and 1994 was as follows: Outstanding June 30, 1993 ...................................... 79,600 Exercised ($14.79 per share) ................................... (8,000) ------ Outstanding June 30, 1994 ...................................... 71,600 Exercised ($14.79 per share) ................................... (3,000) Canceled ($14.79 per share) .................................... (6,500) Canceled ($19.07 per share) .................................... (600) ------ Outstanding June 30, 1995 ...................................... 61,500 ======
Limited Rights were also granted in conjunction with Options granted in May 1990 and June 1991 of which 55,000 ($14.79 per share) and 6,500 ($19.07 per share) were outstanding at June 30, 1995. At June 30, 1995 the aggregate Option price and quoted market value of Company stock subject to outstanding Options were $937,000 and $1,253,000, respectively. All outstanding Options and Rights were granted with a term of ten years and are currently exercisable. The Committee was also authorized to grant additional separate stock appreciation rights (Independent Rights), which are not connected with any Option. There were 18,000 Independent Rights outstanding ($17.32 per share) at June 30, 1995 and 1994. At June 30, 1995 the aggregate Independent Right price and quoted market value of outstanding Independent Rights were $312,000 and $367,000, respectively. (b) The Company's 1981 Incentive Stock Option (ISO) and Stock Appreciation Rights Plan (the Plan) provided for the issuance of ISO's to key employees. The fair market value, as defined, at the date of grant, for which an individual may have been awarded ISO's, was limited to $100,000 per calendar year. No further ISO's may be granted under the Plan. The exercise price of all ISO's outstanding under the Plan is one hundred percent (100%) of the fair market value (as defined in the Plan) of the shares of the Company's common stock on the date of grant. 22 25 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS Hudson General Corporation and Subsidiaries (Continued) The Committee was also authorized to grant Rights and/or Limited Rights in conjunction with ISO's granted under the Plan. In all material respects, Rights and Limited Rights granted under the ISO Plan operate in a manner identical to Rights and Limited Rights granted under the 1981 Non-Qualified Stock Option and Stock Appreciation Rights Plan. Activity in ISO's (and Rights) during fiscal 1995 and 1994 was as follows: Outstanding June 30, 1994 and 1993 ............................. 51,900 Canceled ($17.00 per share) .................................... (2,000) Canceled ($19.88 per share) .................................... (1,100) ------ Outstanding June 30, 1995 ...................................... 48,800 ======
Rights and Limited Rights were also granted in conjunction with ISO's granted in May 1990 of which 36,000 ($17.00 per share) were outstanding at June 30, 1995. Limited Rights were also granted in conjunction with ISO's granted in June 1991 of which 12,800 ($19.88 per share) were outstanding at June 30, 1995. At June 30, 1995 the aggregate ISO (and Right) price and quoted market value of Company stock subject to outstanding ISO's (and the Rights) were $866,000 and $994,000, respectively. All outstanding ISO's and Rights were granted with a term of ten years and are currently exercisable. (c) In 1985, the Company sold $15,000,000 of subordinated notes due 1995 (the Notes). In connection with the sale of the Notes, the Company issued warrants entitling the holders to purchase an aggregate of 65,000 shares of common stock. During fiscal 1992, 1,300 warrants were surrendered in connection with the Company's repurchase of a portion of the Notes. The balance of the Notes was prepaid in fiscal 1993 and the remaining warrants expired on June 27, 1995. (d) Common Stock Reserved: Common shares were reserved for issuance at June 30, 1995 as follows: Conversion of convertible debentures ........................... 885,496 Exercise of incentive stock options - 1981 Plan ................ 48,800 Exercise of non-qualified stock options - 1981 Plan ............ 79,500 Exercise of stock appreciation rights .......................... 161,004 --------- Total .......................................................... 1,174,800 =========
(e) In April 1995, the Board of Directors approved the repurchase of up to 150,000 shares of the Company's common stock from time to time in either open market or privately negotiated transactions. As of June 30, 1995 the Company had repurchased 96,600 shares in the open market for an aggregate purchase price of $1,621,000 pursuant to this authorization. 9. RETIREMENT PLANS The Company maintains a 401(k) Profit Sharing Plan (the Plan) covering substantially all of its domestic employees not subject to collective bargaining agreements. Under the Plan the Company contributes a discretionary contribution and makes a matching contribution equal to 25% of the Compensation (as defined in the Plan) that each participant elects to defer (up to 5% of the participant's Compensation) and contribute to the Plan. During fiscal 1995 and 1994, the Company contributed $845,000 and $635,000, respectively, to the Plan, representing employer matching and discretionary contributions. During fiscal 1995, the Company established a Group Registered Retirement Savings Plan (RRSP) covering substantially all of its Canadian employees not subject to collective bargaining agreements. Under the RRSP the Company contributes a discretionary contribution. During fiscal 1995, the Company contributed $61,000 to the RRSP. Net expense related to the Company's retirement plans was $701,000, $844,000 and $745,000 for fiscal 1995, 1994 and 1993, respectively. 10. COMMITMENTS AND CONTINGENCIES (a) LEASES Minimum rental payments for future fiscal years under non-cancelable operating leases (after deducting $493,000 to be received subsequent to June 30, 1995 under non-cancelable subleases) are: $3,992,000 in 1996; $3,608,000 in 1997; $3,310,000 in 1998; $2,991,000 in 1999; $2,514,000 in 2000; and $8,154,000 thereafter. Total rental expense incurred amounted to $6,592,000, $7,237,000 and $7,179,000 for fiscal 1995, 1994 and 1993 (excluding sublease income amounting to $1,337,000, $3,411,000 and $4,156,000 in fiscal 1995, 1994 and 1993), respectively. (b) CAPITAL COMMITMENTS At June 30, 1995 the Company had commitments to fund $5,084,000 for operating equipment and facility improvements. (c) LITIGATION In 1988, Texaco Canada Inc. (Texaco) (now known as McColl-Frontenac Inc.) instituted a suit in the Supreme Court of Ontario, Canada against the Company and Petro-Canada Inc., the corporation which supplied aviation fuel for the Company's Canadian fixed base operations. The suit's allegations, as amended in 1992, are that the defendants interfered with contractual and fiduciary relations and induced the breach of a fuel supply agreement between Texaco and Innotech Aviation Limited (Innotech) in connection with the purchase by the Company from Innotech in 1984 of certain assets of Innotech's airport ground services business. The suit seeks compensatory and punitive damages totaling $110,000,000 (Canadian) (approximately $80,000,000 (U.S.)) plus all profits earned by the defendants subsequent to the alleged breach. A trial date has been set for May 1996. Innotech (which due to a name change is now called Aerospace Realties (1986) Limited) has agreed to defend and indemnify the Company against claims of whatever nature asserted in connection with, arising out of or resulting from the fuel supply agreement with Texaco, and is defending the Company in the suit by Texaco. Company management believes, and counsel for the Company has advised based on available facts, that the Company will successfully defend this action. 11. RELATED PARTY TRANSACTION In February 1988, the Company engaged an investment banking firm of which a director of the Company is affiliated to render certain investment banking services and paid a retainer fee relating to such services in the amount of $125,000. During fiscal 1993, the Company paid such firm an additional $50,000 for additional investment banking services. 23 26 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS Hudson General Corporation and Subsidiaries (Continued) 12. QUARTERLY FINANCIAL DATA (UNAUDITED) The following table sets forth unaudited quarterly financial information for fiscal 1995 and 1994:
First Second Third Fourth Quarter Quarter Quarter Quarter ------------------------------------------- (in thousands, except per share amounts) 1995 Revenues ......................... $31,348 $33,177 $37,953 $32,975 Gross profit ..................... 4,446 5,296 7,008 5,397 Net earnings ..................... 235 633 3,474(a) 251 Earnings per share, primary: Net earnings .................... $ .19 $ .50 $ 2.76 $ .21 =========================================== Earnings per share, fully diluted: Net earnings .................... $ .19 $ .43 $ 1.75 $ .21 =========================================== 1994 Revenues ......................... $28,818 $30,715 $50,910 $31,632 Gross profit ..................... 4,601 4,800 14,537(b) 4,974(b) Net earnings ..................... 1,136(c) 393 4,242(b) 1,989(b) Earnings per share, primary: Net earnings .................... $ .91(c) $ .32 $ 3.40 $ 1.59 =========================================== Earnings per share, fully diluted: Net earnings .................... $ .67(c) $ .32 $ 2.12 $ 1.06 ===========================================
(a) Includes the recognition of $1,300 of deferred tax assets (See note 7). (b) In March 1994 a jury in Manhattan, New York rendered a verdict against the Company in a civil lawsuit for personal injuries and awarded the plaintiff a total of $21,436 in damages, of which $19,186 is covered by insurance. At March 31, 1994, the Company accrued a provision for the entire uninsured punitive damage amount of $2,250 in the Company's consolidated statements of operations. In June 1994, as a result of a ruling by the judge in the case vacating the uninsured punitive damage award against the Company, the Company reversed the $2,250 provision which it had previously accrued. (c) Earnings before cumulative effect of change in the method of accounting for income taxes were $686 in the first quarter of fiscal 1994. Earnings per share, primary and fully diluted, before cumulative effect of change in the method of accounting for income taxes were $.55 and $.46, respectively, in the first quarter of fiscal 1994. INDEPENDENT AUDITORS' REPORT [KPMG PEAT MARWICK LLP LOGO] The Stockholders and Board of Directors Hudson General Corporation We have audited the accompanying consolidated balance sheets of Hudson General Corporation and subsidiaries as of June 30, 1995 and 1994 and the related consolidated statements of operations, stockholders' equity and cash flows for each of the years in the three year period ended June 30, 1995. These consolidated financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these consolidated financial statements based on our audits. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the financial position of Hudson General Corporation and subsidiaries at June 30, 1995 and 1994 and the results of their operations and their cash flows for each of the years in the three year period ended June 30, 1995, in conformity with generally accepted accounting principles. As discussed in the notes to the consolidated financial statements, the Company adopted the provisions of the Financial Accounting Standards Board's Statement of Financial Accounting Standards No. 109, "Accounting for Income Taxes," on a prospective basis in fiscal 1994. /s/ KPMG PEAT MARWICK, LLP Jericho, New York August 16, 1995 24 27 [HUDSON GENERAL LOGO] HUDSON GENERAL CORPORATION 111 Great Neck Road P.O.Box 355 Great Neck, New York 11022 CORPORATE INFORMATION Hudson General Corporation and Subsidiaries DIRECTORS Jay B. Langner Chairman Milton H. Dresner Developer, Builder and Private Investor Edward J. Rosenthal Executive Vice President Cramer Rosenthal McGlynn, Inc. Hans H. Sammer Consultant, Retired Director, Investment Banking Group Prudential Securities Incorporated Richard D. Segal Chairman and Chief Executive Officer Seavest Inc. Stanley S. Shuman Executive Vice President and Managing Director Allen & Company Incorporated TRANSFER AGENT AND REGISTRAR First National Bank of Boston 100 Federal Street Boston, Massachusetts 02110 INDEPENDENT AUDITORS KPMG Peat Marwick LLP One Jericho Plaza Jericho, New York 11753 SHARES LISTED Common -- American Stock Exchange (Symbol: HGC) 10-K AVAILABLE The Annual Report, on Form 10-K, as filed with the Securities and Exchange Commission, is available to stockholders without charge upon written request to: Secretary Hudson General Corporation 111 Great Neck Road Great Neck, New York 11021 CORPORATE OFFICERS Jay B. Langner Chairman of the Board, President and Chief Executive Officer Paul R. Pollack Executive Vice President and Chief Operating Officer Michael Rubin Executive Vice President and Chief Financial Officer Fernando DiBenedetto Senior Vice President -- Operations Raymond J. Rieder Senior Vice President and Chief Marketing Officer Donald S. Croot Vice President -- Canadian Operations Rocco Daloia Vice President -- Maintenance and Facilities Barry I. Regenstein Vice President and Controller Noah E. Rockowitz Vice President, General Counsel and Secretary Henry A. Satinskas Vice President -- Transportation Services DIVISIONAL OFFICERS UNITED STATES Salvatore J. Altizio, Jr. Regional Vice President David L. Finch Vice President -- Contract Services Frederick C. Knapp, Jr. Vice President -- Fuel Services and Planning Bert J. Smith Regional Vice President David M. Ziolkowski Regional Vice President CANADA Thomas D. Culp Vice President -- Marketing Audrey J. Laurin Vice President and Controller Denis A. A. Lawn Vice President -- Operations CORPORATE HEADQUARTERS 111 Great Neck Road Great Neck, New York 11021 (516) 487-8610 UNITED STATES LOCATIONS Baltimore-Washington International Airport Fort Lauderdale/Hollywood International Airport Houston Ellington Field William P. Hobby Airport JFK International Airport LaGuardia Airport Logan International Airport Los Angeles International Airport Miami International Airport Newark International Airport O'Hare International Airport Orlando International Airport Salt Lake City International Airport Washington National Airport CANADIAN LOCATIONS Administrative Offices 100 Alexis Nihon, Suite 400 Ville St. Laurent, Quebec H4M 2N9 (514) 748-2277 Calgary International Airport Edmonton Municipal Airport Halifax International Airport Montreal International Airport (Dorval) Montreal International Airport (Mirabel) Ottawa International Airport St. John's Airport Toronto International Airport Vancouver International Airport Winnipeg International Airport 28 [HUDSON GENERAL LOGO] HUDSON GENERAL CORPORATION 110 Great Neck Road P.O. Box 355 Great Neck, New York 11022
EX-21 5 SUBSIDIARIES OF THE REGISTRANT 1 EXHIBIT 21 Subsidiaries of the Registrant -61- 2 EXHIBIT 21 HUDSON GENERAL CORPORATION SUBSIDIARIES
Jurisdiction of Incorporation ------------- Hudson General Aviation Services Inc. Canada Hudson Aviation Services, Inc. California California Hudson General Coach Lines, Inc. California Hudson Aviation Services, Inc. Delaware Delaware Hudson Aviation Services, Inc. Massachusetts Hudson Aviation Services-Oakland, Inc. California Hudson Kohala Inc. Delaware
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EX-23 6 CONSENT OF KPMG PEAT MARWICK LLP 1 EXHIBIT 23 Consent of KPMG Peat Marwick LLP, the Company's Independent Auditors -63- 2 Independent Auditors' Consent Board of Directors Hudson General Corporation: We consent to the incorporation by reference in the Registration Statement (No. 2-75137) on Form S-8 of Hudson General Corporation of our report dated August 16, 1995, relating to the consolidated balance sheets of Hudson General Corporation and subsidiaries as of June 30, 1995 and 1994 and the related consolidated statements of operations, stockholders' equity and cash flows for each of the years in the three-year period ended June 30, 1995 which report is incorporated by reference in the June 30, 1995 annual report on Form 10-K of Hudson General Corporation and our report dated August 16, 1995, relating to the consolidated balance sheets of Kohala Joint Venture and subsidiary as of June 30, 1995 and 1994 and the related consolidated statements of operations and partners' deficit, and cash flows and related financial statement schedule for each of the years in the three-year period ended June 30, 1995 which report appears in the June 30, 1995 annual report on Form 10-K of Hudson General Corporation. Our report relating to the consolidated financial statements of Hudson General Corporation refers to a change in the method of accounting for income taxes. KPMG PEAT MARWICK LLP Jericho, New York September 14, 1995 -64- EX-27 7 FINANCIAL DATA SCHEDULE
5 YEAR JUN-30-1995 JUL-01-1994 JUN-30-1995 12,613,000 0 14,457,000 0 936,000 33,484,000 33,864,000 0 87,568,000 35,095,000 29,000,000 1,254,000 0 0 20,362,000 21,616,000 135,453,000 135,453,000 106,070,000 113,598,000 14,306,000 0 559,000 4,243,000 (350,000) 0 0 0 0 4,593,000 3.69 2.67