Nebius Group TodayNBISNebius Group$46.74 +0.70 (+1.51%) 52-Week Range$14.09▼$55.75Price Target$66.50Add to WatchlistThe search for the next impactful name in artificial intelligence (AI) often leads investors to crowded fields. Yet, quietly capturing a significant market share is Nebius Group N.V. NASDAQ: NBIS. This international AI cloud provider delivered a staggering 385% year-over-year revenue growth in its latest quarter.Get NVIDIA alerts:This narrative of rapid expansion becomes even more compelling ...

Byrna Technologies (BYRN) Q2 2025 Earnings Call July 10, 2025 09:00 AM ET Speaker0Good morning. Welcome to Brno's Fiscal Second Quarter twenty twenty five Earnings Conference Call. My name is Daryl, and I will be your operator for today's call. Joining us for today's presentation are the company's CEO, Brian Gantz and CFO, Lori Kearns. Following their remarks, we will open the call to questions.Earlier today, Berner released results for its fiscal second quarter ended 05/31/2025. A copy of the press release ...

Byrna Technologies (BYRN) Q2 2025 Earnings Call July 10, 2025 09:00 AM ET Company ParticipantsBryan Ganz - CEO, President & DirectorLauri Kearnes - CFOJon Hickman - MD - Equity ResearchConference Call ParticipantsMatthew Koranda - MD & Senior Research AnalystJeff Van Sinderen - Senior AnalystOperatorGood morning. Welcome to Brno's Fiscal Second Quarter twenty twenty five Earnings Conference Call. My name is Daryl, and I will be your operator for today's call. Joining us for today's presentation are the comp ...

NASDAQ:NSSC Protecting America's Homes, Schools and Businesses! September 2018 Corporate Presentation Forward Looking Statements This presentation may contain forward-looking statements that involve numerous risks and uncertainties. Actual results, performance or achievements could differ materially from those anticipated in such forward-looking statements as a result of certain factors, including those set forth in the Company's filings with the Securities and Exchange Commission. 2 Company Overview Leader ...

Company Overview Protecting America's Businesses, Homes and Schools September 2020 1 Special Note on Forward-Looking Statements This presentation contains forward-looking statements that are based on current expectations, estimates, forecasts and projections of future performance based on management's judgment, beliefs, current trends, and anticipated product performance. These forward-looking statements include, without limitation, statements relating to growth drivers of the Company's business such as sch ...

August 2024 (NSSC:NASDAQ) Disclaimer Special Note on Forward-Looking Statements This presentation contains forward-looking statements that are based on current expectations, estimates, forecasts and projections of future performance based on management's judgment, beliefs, current trends, and anticipated product performance. These forward-looking statements include, without limitation, statements relating to growth drivers of Napco Security Technologies, Inc.'s (the "Company") business such as school securi ...

Financial Data and Key Metrics Changes - Net earnings for Q3 2025 were $60.1 million or $1.86 per share, showing an increase both sequentially and year-over-year [4] - Revenue reached $843 million, improving by 11% sequentially [21] - Aggregate gross margin remained robust at 18%, marking the seventh consecutive quarter at or above the mid-teens long-term target [4][22] - Return on invested capital (ROIC) was 12.9%, within the target range of 10% to 14% [23] Business Line Data and Key Metrics Changes - The manufacturing gross margin for Q3 was 13.6%, steady from Q2 [11] - Leasing and Fleet Management achieved nearly $165 million in recurring revenue over the last four quarters, representing nearly 50% growth from two years ago [12] - Fleet utilization remained high at 98%, with modest growth in the leased fleet [12] Market Data and Key Metrics Changes - Greenbrier secured orders for 3,900 new railcars worth over $500 million in the quarter, with a global new railcar backlog of nearly 19,000 units [15][16] - The average age of the North American railcar fleet exceeds 20 years, driving steady growth in the railcar maintenance market [17] - In Europe, railcar orders are driven by necessity, but overall activity is muted until economic conditions improve [18] Company Strategy and Development Direction - The company is focused on doubling recurring revenues by fiscal 2028 and has renewed two bank facilities totaling $850 million [7] - Greenbrier is investing in manufacturing and leasing, with expected investments of around $145 million in manufacturing and $270 million in leasing and fleet management [26] - The company is positioned to navigate various market conditions and capitalize on opportunities as they arise [8][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about a strong finish to the fiscal year and medium to long-term market conditions [10] - The Senate's passage of a budget bill is expected to energize markets for capital goods like railcars [9] - Management is confident in the ability to manage production rates in response to market demand and backlog visibility [38][40] Other Important Information - The company repurchased approximately $22 million in shares during the quarter, reflecting confidence in its long-term strategy [10][25] - Liquidity reached nearly $770 million, the highest level since 2023, consisting of almost $300 million in cash and over $470 million in available borrowing capacity [23][24] Q&A Session Summary Question: Clarification on interest and FX line items - Management expects interest expense to be in the 22% to 25% range for the quarter, with FX having a significant impact [31][32] Question: Production rates and order levels - Management has been adjusting production rates based on market demand and has a strong backlog of 19,000 cars, indicating optimism for future orders [38][40] Question: Confidence in backlog and order conversion - Management expressed confidence in the commercial team and anticipates that clarity around tariffs and trade policy will lead to increased orders [50][51] Question: Mix of deliveries and leased cars - Management noted that while leased fleet growth has been modest, they are becoming more active in the used car market to balance fleet growth [59]

Financial Data and Key Metrics Changes - Net earnings for Q3 2025 were $60.1 million or $1.86 per share, showing an increase both sequentially and year-over-year [5] - Revenue reached $843 million, improving by 11% sequentially [22] - Aggregate gross margin remained robust at 18%, marking the seventh consecutive quarter at or above the mid-teens long-term target [5][22] - Return on invested capital (ROIC) was 12.9%, within the target range of 10% to 14% [24] Business Line Data and Key Metrics Changes - The company delivered 5,600 new railcars in Q3, with a manufacturing gross margin of 13.6% remaining steady from Q2 [13] - Recurring revenue from leasing and fleet management reached nearly $165 million over the last four quarters, representing nearly 50% growth from two years ago [14] - Fleet utilization remained high at 98%, with modest growth in the leased fleet [14] Market Data and Key Metrics Changes - The global new railcar backlog stood at nearly 19,000 units, providing strong visibility in new railcar markets [18] - In Europe, railcar orders are driven by necessity, but activity is expected to be muted until economic conditions improve [19] - Demand in Brazil is modestly increasing as customers complete infrastructure investments [20] Company Strategy and Development Direction - The company is focused on doubling recurring revenues by fiscal 2028 and has renewed two bank facilities totaling $850 million [8] - Strategic initiatives include European footprint rationalization and North American insourcing projects, expected to yield annual savings of at least $10 million [6][7] - The company aims to maintain a disciplined approach to growing its lease fleet, ensuring predictable revenue and cash flow [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about market conditions in the medium to long term, anticipating a strong finish to the fiscal year [12] - The company is well-positioned to navigate various market conditions and capitalize on opportunities as liquidity is at its highest level since 2023 [9][11] - Management noted that the aging North American railcar fleet is a key driver for steady growth in the railcar maintenance market [18] Other Important Information - The company repurchased approximately $22 million of shares during the quarter, reflecting confidence in its long-term strategy [12] - The tax rate for the quarter was 23%, better than expected due to the strengthening Mexican peso [24] - The company updated its guidance, raising aggregate gross margin percent and operating margin percent for the remainder of fiscal 2025 [27] Q&A Session Summary Question: Guidance on interest and FX line items - Management expects interest expense to be in the 22% to 25% range for the quarter, with FX having a significant impact [31][32] Question: Production rates and order levels - Management has been adjusting production rates based on market demand and has a strong backlog of 19,000 cars, indicating future demand [38][40] Question: Confidence in order levels given low backlog - Management expressed confidence in converting demand into orders once trade policies stabilize, with several catalysts expected to drive demand [49][51] Question: Mix of deliveries and leased cars - The company is becoming more active in the used car market to balance its leasing business and is committed to growing the leasing fleet [58]

Anytime Warren Buffett makes a move, the entire investing world watches closely. So it makes sense that investors might be interested in buying shares of Sirius XM (SIRI 0.33%). Buffett's conglomerate Berkshire Hathaway owns 35.4% of the satellite radio operator. For starters, the business collects a recurring revenue stream from subscriptions. In the first quarter (ended March 31), 77% of its overall sales were derived from subscriptions. Management at least has some visibility when it comes to forecasting ...

Investor Presentation European Wax Center We include in this Presentation statements regarding factors that have impacted our industry. Such statements are statements of belief and are based on industry data and forecasts that we have obtained from internal company surveys, publicly available information, industry publications and surveys and third-party studies. Industry publications, surveys and forecasts generally state that the information contained therein has been obtained from sources believed to be ...