Core Viewpoint - Stanley Black & Decker has seen a 12.9% increase in share price over the past month, outperforming the S&P 500, but there are concerns about whether this positive trend will continue leading up to the next earnings release [1] Group 1: Earnings and Estimates - Fresh estimates for Stanley Black & Decker have trended downward over the past month, with the consensus estimate shifting by -65.05% [2] - The stock has received a Zacks Rank of 5, indicating a "Strong Sell" recommendation, suggesting expectations of below-average returns in the coming months [4] Group 2: VGM Scores - The company currently holds a subpar Growth Score of D and a Momentum Score of F, indicating poor performance in these areas [3] - The stock has also been assigned a value grade of D, placing it in the bottom 40% for this investment strategy, leading to an overall aggregate VGM Score of F [3]

Company Overview - Building Benjamins is a free stock picking and market commentary investment newsletter published by Tradition Investment Management, LLC, a registered investment adviser [1] - The founder, Benjamin Halliburton, has a notable background in investment management, having founded Tradition Capital Management in 2000 and received multiple accolades for his performance [1] Founder Background - Benjamin Halliburton began his investment career at Merrill Lynch in 1986 and has been continuously involved in investing since then [1] - He earned an MBA with a focus on finance from Duke's Fuqua School of Business in 1990 and was recognized as a Fuqua Scholar [1] - Halliburton holds the Chartered Financial Analyst designation and was the top-performing portfolio manager at Brundage, Story and Rose, where his strategy outperformed the S&P 500 during the 1990s bull market [1] Performance Recognition - Halliburton was named "PSN Manager of the Decade" for All-Cap in the 2000s and for Dividend Value in the 2010s, highlighting his successful investment strategies [1] - He was recognized as the youngest partner at his firm and received high praise from senior managing partners for his investment acumen [1]

Company Performance - Stanley Black & Decker reported positive results in Q1, highlighting organic year-over-year growth and margin expansion [5] - The company achieved above-market growth for DEWALT for another consecutive quarter, indicating strong brand performance [5] - The transformation process is on track for completion by the end of the year, establishing a solid foundation for future growth [5] Conference Context - The discussion took place at the Wolfe Research 18th Annual Global Transportation & Industrials Conference, transitioning from a focus on transportation to industrial topics [1] - Chris Nelson, COO, and Dennis Lange, Head of Investor Relations, represented Stanley Black & Decker during the conference [2]

SWK Holdings (SWKH) Q1 2025 Earnings Call May 16, 2025 10:00 AM ET Company Participants Susan Xu - Director - Investor RelationsJody Staggs - CEO & PresidentAdam Rice - CFO Conference Call Participants None - Analyst Operator Day, everyone. Welcome to the SWK Holdings First Quarter twenty twenty five Conference Call. At this time, all participants have been placed on a listen only mode, and the floor will be open for questions and comments after the presentation. It is now my pleasure to turn the floor over ...

Financial Data and Key Metrics Changes - SWK Holdings reported a GAAP pretax net income of $5.8 million or $0.48 per diluted share for Q1 2025, with a net income of $4.5 million after tax expenses [12] - The non-GAAP tangible book value per share increased to $21.73, reflecting a 10.5% year-over-year growth [13] - Overall operating expenses decreased to $3.7 million in Q1 2025 from $10.3 million in Q1 2024, primarily due to a significant reduction in provision for credit losses [13][14] Business Line Data and Key Metrics Changes - The finance segment adjusted non-GAAP net income for Q1 2025 was $8.6 million, contributing to a trailing twelve-month total of $26 million [5] - The Mod three CDMO division reported segment revenue of $1 million with an EBITDA loss of $0.5 million [10] - The finance receivables portfolio had an effective yield of 14.5%, expected to generate approximately $32 million in annual interest income if repayments occur as modeled [6][9] Market Data and Key Metrics Changes - The gross finance receivables portfolio consisted of approximately $220 million in performing first lien loans and $13 million in non-accruals, with a CECL reserve of $9 million [6] - The company continues to monitor healthcare and economic regulatory changes, currently assessing that these do not pose significant risks to the portfolio [9] Company Strategy and Development Direction - The company aims to simplify its business and focus on generating appropriate returns on equity capital, with plans for a new share repurchase program due to excess capital [5][16] - Management is pursuing additional financing opportunities while maintaining a high-quality portfolio that can yield mid-teens returns [7][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for a successful 2025, emphasizing the importance of proactive partnerships and customer service in a competitive market [16] - The current pipeline for loans is considered neutral, with modest opportunities available, particularly for smaller companies struggling to secure capital [46][48] Other Important Information - The company repurchased approximately 52,000 shares at a total cost of $900,000 during the quarter, with additional repurchases post-quarter [15] - The company holds $5 million in public equities and warrants, as well as private warrants and contingent economic interests carried at zero on the books [6][31] Q&A Session Summary Question: Inquiry about credit scoring and loan types - Management clarified that the two loans mentioned are first lien term loans, while the three non-accruals are defined as post-reorganization royalties [19][20] Question: Discussion on competition in the private credit space - Management acknowledged increased competition but emphasized the need for creativity and excellent customer service to secure loans in a crowded market [23][25] Question: Best use of capital at this point - Management indicated that buying back stock is a strong option, alongside paying dividends and selectively pursuing additional loans [42][44] Question: Current pipeline of possible loans compared to previous quarters - Management noted that the current loan pipeline is neutral, with modestly worse opportunities sequentially compared to the previous year [46][48]

SWK Holdings Corporation Announces Financial Results for First Quarter 2025 Conference Call Scheduled for Friday, May 16, 2025, at 09:00 a.m. CST Corporate Highlights Dallas, TX, May 15, 2025 – SWK Holdings Corporation (Nasdaq: SWKH) ("SWK" or the "Company"), a life science- focused specialty finance company catering to small- and mid-sized commercial-stage companies, today provided a business update and announced its financial and operating results for the first quarter ended March 31, 2025. "We had a stro ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-39184 SWK Holdings Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 77-0435679 (State or Other Jurisdiction of Incorporation or Organization) (I. ...

Core Insights - Stanley Black & Decker reported revenue of $3.74 billion for the quarter ended March 2025, a decrease of 3.2% year-over-year, but exceeded the Zacks Consensus Estimate by 0.37% [1] - The company's EPS was $0.75, up from $0.56 in the same quarter last year, representing a surprise of 10.29% over the consensus estimate of $0.68 [1] Financial Performance - Net Sales for Tools & Outdoor segment were $3.28 billion, slightly above the five-analyst average estimate of $3.26 billion, with a year-over-year change of -0.1% [4] - Normalized operating profit for Corporate overhead was reported at -$68.40 million, worse than the average estimate of -$60.80 million from four analysts [4] - Normalized operating profit for Tools & Outdoor was $314.20 million, exceeding the average estimate of $310.44 million from four analysts [4] Stock Performance - Shares of Stanley Black & Decker have declined by 19.5% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Company Performance - Stanley Black & Decker reported quarterly earnings of $0.75 per share, exceeding the Zacks Consensus Estimate of $0.68 per share, and up from $0.56 per share a year ago, representing an earnings surprise of 10.29% [1] - The company posted revenues of $3.74 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.37%, although this is a decline from year-ago revenues of $3.87 billion [2] - Over the last four quarters, Stanley Black & Decker has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Stanley Black & Decker shares have declined approximately 23.7% since the beginning of the year, compared to a decline of 5.5% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $1 on revenues of $4.02 billion, and for the current fiscal year, it is $5.14 on revenues of $15.3 billion [7] Industry Outlook - The Manufacturing - Tools & Related Products industry, to which Stanley Black & Decker belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Stanley Black & Decker's stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than a factor of 2 to 1 [8]

Group 1 - The Zacks Premium service offers tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market within a 30-day timeframe, assigning ratings from A to F based on value, growth, and momentum characteristics [2][9] Group 2 - The Value Score identifies attractive and discounted stocks using various financial ratios such as P/E, PEG, and Price/Sales, appealing to value investors [3] - The Growth Score focuses on a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow to find stocks with sustainable growth [4] - The Momentum Score helps investors capitalize on price trends by evaluating short-term price changes and earnings estimate revisions [5] Group 3 - The VGM Score combines Value, Growth, and Momentum Scores, providing a comprehensive indicator for investors who utilize multiple investment strategies [6] - The Zacks Rank, a proprietary stock-rating model, simplifies portfolio building by using earnings estimate revisions to assess stock performance [7][10] Group 4 - Stanley Black & Decker (SWK) is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of A and a Value Style Score of A, indicating attractive valuation metrics such as a forward P/E ratio of 11.49 [11] - Recent upward revisions in earnings estimates for fiscal 2025 have increased the Zacks Consensus Estimate by $0.02 to $5.14 per share, with an average earnings surprise of 16.2%, making SWK a notable consideration for investors [12]