RT Bloomberg New Economy (@BBGNewEconomy)EVs, AC, and AI are driving an electrification supercycle. Find out why smarter demand is the only way forward.Read the article: https://t.co/sHifcLsdWT https://t.co/i0Wwfl2M2Z ...

Summary of Vishay Precision Group (VPG) FY Conference Call Company Overview - **Company Name**: Vishay Precision Group (NYSE: VPG) - **Industry**: Sensor technology, focusing on weight, force, torque, and pressure measurement - **Market Size**: Global sensor market estimated at $250 billion annually, growing in high single digits [2][3] Core Business Segments - **Segments**: - Sensors: Components for modules or systems, including precision resistors and strain gauge sensors - Weighing Solutions: Modules incorporating sensors for OEM equipment in various industries - Measurement Systems: Standalone systems for specific applications [5][6] Financial Highlights and Targets - **Long-term Financial Targets**: - Revenue growth in low teens (organic and inorganic) - Gross margin target: 45% - Operating margin target: 18% - EBITDA margin target: 22% [6][7] - **Recent Performance**: Achieved record gross margin in 2024; improved operational efficiency allows for achieving targets at lower revenue levels [16][26] Growth Opportunities - **Emerging Trends**: - Electrification, digital transformation, industrial automation, defense, and space technology are driving new opportunities [8][9] - **Specific Applications**: - Testing for electric vehicles (EVs) and batteries - Robotics, including humanoid robots and medical robots - Precision agriculture and advanced manufacturing automation [10][11][12] Business Development Initiatives - **New Customer Acquisition**: Focus on formalizing business development initiatives with accountability at the board level; target of generating $30 million in orders from new initiatives [18][19] - **Key Opportunities**: - Humanoid robots: $3.6 million in orders for prototypes in 2025; working on torque and tactile sensors [20][21] - Testing new ceramics for defense applications, with a platform that increases test throughput significantly [23][25] Operational Improvements - **Capital Investment**: $53 million invested from 2021 to 2023 in upgrading manufacturing capabilities [16] - **Efficiency Gains**: Enhanced operational platform leading to record gross margins and improved cost structure [16][26] Market Dynamics - **Defense Sector**: Approximately 9% of revenue from avionics, military, and space; potential growth from increased defense budgets despite some near-term disruptions [11][27] - **Competitive Landscape**: Focus on North American and European developers in humanoid robotics; limited competition in high-performance sensor technology [30][32] Conclusion - **Outlook**: Positive growth prospects driven by operational excellence, new business initiatives, and emerging market trends; expectation of improved performance in cyclical markets over time [37]

Siemens Energy (OTCPK:SMEG.F) 2025 Capital Markets Day November 20, 2025 08:30 AM ET Company ParticipantsChristian Bruch - CEOChad Zamarin - President and CEOVinod Philip - Member of the Executive BoardBen Uglow - Managing DirectorAlexander Jones - Director of Equity ResearchTobias Hang - Head of Investor RelationsNone - Video Narrator 3None - Video Narrator 2None - Company RepresentativeAnne-Laure de Chammard - Executive Board Member and EVP for Industrial Business DivisionAlan Duong - Executive VP and Chi ...

Investor Day November 20, 2025 NPI:CA Forward Looking Statements This written presentation, together with the accompanying oral presentation, contains certain forward-looking statements concerning the business and operations of Northland Power Inc. ("Northland") that constitute forward-looking information within the meaning of Canadian securities laws. Such forward-looking statements are provided for the purpose of presenting information about management's current expectations and plans. Readers are caution ...

Capital Market Day 2025 Christian Bruch President and CEO November 2025 November 2025 Siemens Energy is a trademark licensed by Siemens AG. Disclaimer Information and forward-looking statements This document contains statements related to our future business and financial performance, and future events or developments involving Siemens Energy that may constitute forward-looking statements. These statements may be identified by words such as "expect", "look forward to", "anticipate" "intend", "plan", "believ ...

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter. A copy of the letter can be downloaded here. The US equity market continued the rally in the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The value equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) in the quarter, while the Russell 1000 Value and S&P 500 returned 5.3% ...

Core Insights - Valeo has launched its Elevate 2028 plan, aiming for steady profit increases, higher cash generation, and a return to sales growth by 2028 [1][4][11] Financial Trajectory - By 2028, Valeo anticipates sales between €22-24 billion, an operating margin of 6-7%, and free cash flow after interest of at least €500 million [2][39] - The 2025 guidance for sales and adjusted EBITDA remains confirmed, with free cash flow before interest revised upwards to slightly above €550 million [3][30] Profit Improvement - Valeo is committed to a steady increase in profit starting from 2022, with a target operating margin improvement from 4.3% in 2024 to 6-7% by 2028 [14][25] - The company expects gross margin to remain above 19% of sales, aided by improved industrial performance and AI integration [13][12] Cash Generation - The company aims for a record-high free cash flow of at least €700 million before one-off restructuring costs in 2025, translating to over €500 million by 2028 after restructuring and interest [18][21] - Cash generation improvements are driven by reduced CAPEX and lower gross R&D expenses, with a projected €200 million decrease in R&D for 2025 [19][20] Growth Strategy - Valeo expects to return to sales growth in 2027, supported by a strong order book accumulated from 2022 to 2025 [22][23] - The cumulative order intake from 2022 to H1 2025 is 1.4 times its cumulative OEM sales, with significant contracts expected to ramp up sales [23][24] Technological Leadership - Valeo is positioned as a global leader in electrification, safety, and software-defined vehicle technologies, with a focus on expanding in key markets like China, India, and North America [11][30] - The POWER division is projected to see significant growth, with sales expected to rise from €10.5 billion in 2024 to between €10.5-11.5 billion in 2028 [25][28] Market Expansion - In China, Valeo anticipates a 40% growth in POWER sales from 2024 to 2028, leveraging its strong market position [24][32] - The company expects its sales in India to triple from €220 million in 2024 to approximately €700 million by 2028 [32] Sustainability Commitment - Valeo aims to achieve Net Zero by 2050, with significant reductions in greenhouse gas emissions planned by 2030 [42][43] - The company has been recognized by major ESG rating agencies for its sustainability performance, maintaining high ratings across various assessments [40][41]

This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. Dive Brief: Toyota Motor is investing $912 million over the next five years in its U.S. manufacturing operations to boost hybrid vehicle production, the company announced in a Nov. 18 press release. The investments will add over 250 new jobs and be distributed among five of the automaker’s U.S. plants in Georgetown, Ky.; Blue Springs, Miss; Buffalo, W.Va.; Jackson, Tenn ...

Core Insights - Magna is expanding its operations in China with a new facility in the Jiujiang Economic Development Zone, Wuhu, to meet the increasing demand for electric drive systems, starting with Chery and aiming to serve additional automakers in the future [1][2] Company Expansion - The new facility in Wuhu will manufacture Magna's eDrive systems, which provide smooth, high-performance electric propulsion with a scalable architecture suitable for various battery electric vehicles [3][4] - The facility spans over 160,000 square feet and is expected to create approximately 200 new jobs upon reaching full production [4][9] Market Position - Magna's growth in China has been significant, with $5.6 billion in sales recorded in 2024, approximately 60% of which came from Chinese OEMs [5] - The expansion reflects Magna's commitment to supporting customers' electrification strategies and advancing sustainable mobility [3][5]

Nov 18, 2025 8:00 PM Eastern Standard Time Schneider Electric Advances Energy Technology for a Resilient Future at Innovation Summit North America 2025 Share Company rallies more than 2,500 business leaders and market innovators to accelerate electrification, automation and digitalization at the forefront of energy and technology MISSISSAUGA, Ontario--(BUSINESS WIRE)--Schneider Electric, a global energy technology leader, opened the company's Innovation Summit North America 2025 today, convening more than 2 ...