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Latham Group (SWIM) FY Earnings Call Presentation
2025-06-05 14:27
Investor Presentation William Blair Growth Stock Conference June 2025 Forward-looking Statements Certain statements in this presentation constitute forward-looking statements under federal securities laws. These forward-looking statements reflect our views with respect to future events and financial performance as of the date of this presentation or otherwise specified herein. Actual events and results may differ materially from those contemplated by such forward-looking statements due to risks and other fa ...
Constellium Joins America Makes Project to Advance Use of Aluminum Additive Manufacturing in Defense and Aerospace
Globenewswire· 2025-06-05 11:00
PARIS, June 05, 2025 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) today announced the kick off of a new collaborative project with Nikon Advanced Manufacturing (Nikon AM), America Makes, and a team of industry leaders to expand the use of its Aheadd CP1 aluminum alloy for additive manufacturing in defense and aerospace applications. The $2.1 million project is funded by the Office of the Under Secretary of Defense's Manufacturing Technology Office (ODS ManTech) through America Makes, the National Additiv ...
“智能”机器人既要“柔性”也要“绿色”
Nan Fang Du Shi Bao· 2025-06-04 23:13
作为工业立市、工业富市、工业强市的典范城市,深圳始终牢牢把握新型工业化这一关键任务,在改造 升级传统产业、巩固提升优势产业、培育壮大新兴产业、前瞻布局未来产业的进程中持续发力。在此深 近日,华南工博会在深圳国际会展中心(宝安新馆)开幕。 南都讯 昨日上午,2025华南国际工业博览会(以下简称"华南工博会")在深圳国际会展中心(宝安新馆)正 式拉开帷幕。为期三天的展会中,参展企业将集中展示工业自动化、机器视觉、激光技术、数控机床与 金属加工、机器人、新一代信息技术与应用、测试测量、电子制造、新材料等领域的创新技术和产品。 同期举办的近30场高峰论坛、采购对接会等活动,为行业搭建起技术交流与产业合作的高效平台。 每年数百项新技术首发并在深落地转化 欧姆龙围绕"超越人的自动化""数字工程革新"制造业大方向,携多项创新解决方案重装亮相华南工博 会。作为首次深度参与华南地区工业盛会,欧姆龙聚焦AI、数字化、智能化技术,针对华南地区的3C 电子、半导体、新能源等重点行业,精准锁定客户需求,提供解决方案。 未来的智能工厂,既需要突破天花板的前沿技术,也离不开深耕细分领域的创新。机器视觉展区内,海 康威视依托在物联感知、AI ...
Analyst Upgrades Agenus As Zydus Deal Alleviates Cash Overhang
Benzinga· 2025-06-04 18:38
On Tuesday, Zydus Lifesciences Ltd. announced its entry into the global biologics contract development and manufacturing organization (CDMO) business through its plan to acquire Agenus Inc.’s AGEN U.S.-based biologics CMC facilities.The acquisition marks Zydus’ strategic investment in U.S.-based biologics manufacturing, thereby adding a sustainable growth driver for the group.Agenus is a clinical-stage immuno-oncology company.Zydus will acquire two biologics manufacturing facilities from Agenus in Emeryvill ...
Varex Imaging (VREX) 2025 Conference Transcript
2025-06-04 13:10
Varex Imaging (VREX) 2025 Conference June 04, 2025 08:10 AM ET Speaker0 The med tech analyst at Jefferies. Thanks for coming to our conference. I'm very excited to have management from Verix Imaging here as well. So to my immediate left, you got Sany Sanyal, the CEO, and next to him, the CFO, Sam Maheshwari. Thank you gentlemen for coming, and I'm looking forward to a good discussion. I guess to start, maybe a little bit high level. So, you know, you guys are leaders in CT and x-ray tubes and detectors. You ...
1 Top Energy Stock I Wouldn't Hesitate to Buy in June
The Motley Fool· 2025-06-04 09:33
Our need for energy in the country is only growing. According to forecasts by IHS Outlook and McKinsey, U.S. power demand will surge 55% by 2040, fueled by AI data centers, the onshoring of manufacturing, and the electrification of everything, including transportation. This forecast bodes well for energy companies. As a leader in the sector, NextEra Energy (NEE 1.25%) is in a strong position to capitalize on the country's growing demand for electricity. That's one of the reasons why I wouldn't hesitate to b ...
高盛:中国5 月财新制造业采购经理人指数(PMI)显著下降
Goldman Sachs· 2025-06-04 01:53
Investment Rating - The report indicates a negative outlook for the manufacturing sector, as reflected by the Caixin manufacturing PMI falling to 48.3 in May, below the neutral level of 50, suggesting contraction in the industry [1][3]. Core Insights - The Caixin manufacturing PMI decreased significantly from 50.4 in April to 48.3 in May, marking the lowest level since September 2022 and missing market expectations [2][3]. - Major sub-indexes showed declines, with the output sub-index dropping to 47.5 from 51.6, the new order sub-index falling to 47.4 from 50.5, and the employment sub-index decreasing to 48.4 from 49.0 [3][4]. - The divergence between the Caixin and NBS manufacturing PMIs may be attributed to survey timing differences, as the Caixin PMI is typically conducted earlier in the month [1][9]. Summary by Sections Manufacturing PMI - The Caixin manufacturing PMI fell to 48.3 in May, indicating a contraction in the manufacturing sector, contrary to market expectations of an increase [2][3]. - The output sub-index and new order sub-index experienced the most significant declines, reflecting deteriorating demand conditions [3][4]. Trade-Related Sub-Indexes - The new export orders sub-index decreased to 46.2 in May, the lowest since July 2023, indicating weakened international demand [4]. - Inventory levels showed an increase, with raw materials inventory rising to 50.1 and finished goods inventory increasing to 50.3, suggesting a buildup of stock [4]. Price Indicators - Disinflationary pressures were noted, with the input price index falling to 48.8 and the output price index declining to 48.6, indicating reduced pricing power for manufacturers [4].
Xometry (XMTR) FY Conference Transcript
2025-06-03 15:02
Xometry (XMTR) FY Conference Summary Company Overview - **Company**: Xometry - **Industry**: Custom Manufacturing Marketplace - **Founded**: 2013 - **IPO**: 2021 - **CEO**: Randy Altshuler - **CFO**: James Milne Key Points Industry Dynamics - Custom manufacturing is a significant subsegment of the overall manufacturing market, estimated to exceed $2 trillion [9][10] - The market is highly fragmented, consisting of millions of small and medium-sized manufacturers globally [6][10] Company Growth and Performance - Xometry has tripled its customer base and doubled its manufacturing partner base since its IPO [3][14] - The marketplace revenue has tripled, with gross margins increasing from the mid-twenties to the mid-thirties percentage range [3][14] - In Q1, Xometry reported a 23% year-over-year revenue growth, with marketplace revenue growing 27% year-over-year [14][37] - Active buyers reached over 71,000, marking a 22% year-over-year increase [30][14] - Active suppliers numbered approximately 4,375, with a significant focus on enterprise accounts [30][31] Technology and Innovation - Xometry utilizes machine learning and AI to optimize the manufacturing process, providing instant pricing and lead time options [6][7][15] - The AI analyzes CAD models and matches them with suitable suppliers, enhancing efficiency and profitability for both buyers and suppliers [7][8][15] - The company has integrated with major ERP systems to streamline purchasing processes for large enterprises [53] Market Opportunity and Strategy - Xometry's market penetration is currently less than 1%, indicating substantial growth potential [18] - The company aims to deepen relationships with enterprise customers, with over 100 accounts generating more than $500,000 in revenue [24][31] - International revenue has grown from 2% to 18% of total marketplace revenue from 2020 to 2024, with expansion efforts in Europe and Asia [34] Financial Metrics - Total revenue for the last twelve months (LTM) reached $600 million, with a gross profit of $224 million [14][37] - Gross margins improved from 23.5% in 2020 to 33.5% in 2024, with a long-term target of 35% to 40% [41][42] - The company maintains a strong balance sheet with $231 million in cash and cash equivalents [46] Challenges and Resilience - Xometry has demonstrated durable growth across various economic conditions, including during COVID-19 and periods of supply chain disruptions [57] - The company is positioned to benefit from market uncertainties, as customers seek reliable manufacturing solutions [58] Future Outlook - Xometry plans to continue expanding its technology offerings and marketplace capabilities, aiming for sustained growth and profitability [45][48] - The focus will remain on organic growth, enhancing buyer and supplier networks, and exploring potential acquisitions to accelerate growth [48] Additional Insights - The company has a clear strategy for growth, emphasizing the importance of technology and customer engagement [22][24] - Xometry's approach to supplier engagement and customer satisfaction is designed to optimize profitability and operational efficiency [8][15][40]
3D Systems' Additive Manufacturing Solutions Enable Pioneering Research on Advanced Thermal Control Systems for Next Generation Space Missions
GlobeNewswire News Room· 2025-06-03 12:30
3D Systems’ applications expertise, technologies foundational to research projects led by Penn State, Arizona State & NASA Glenn Research CenterAdditive manufacturing enabling novel titanium and nitinol passive heat pipes for space applications with 50% reduced weight enabling more efficient thermal managementResearchers advance state-of-the-art for thermal management of CubeSats with projected 6× greater deployed-to-stowed-area ratio with one of the first additively manufactured shape memory alloy (nitinol ...
Fabrinet to Present at Rosenblatt Securities 5th Annual Technology Summit
Globenewswire· 2025-06-03 10:00
BANGKOK, June 03, 2025 (GLOBE NEWSWIRE) -- Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced that its management will present virtually at the Rosenblatt Securities 5th Annual Technology Summit. The Fabrinet presentation is scheduled for Tuesday, June 10, 2025 at 11:00 a.m. EDT (8:00 a.m. PDT). A live webcast, as well as a replay, will b ...