Flex (FLEX) Q1 2026 Earnings Call July 24, 2025 08:30 AM ET Company ParticipantsMichelle Simmons - SVP - Investor & Public RelationsRevathi Advaithi - CEO & DirectorKevin Krumm - CFOMark Delaney - US Autos & Industrial TechSteven Fox - Founder & CEORuplu Bhattacharya - DirectorSteve Barger - Managing Director - Equity ResearchConference Call ParticipantsSamik Chatterjee - MD & Equity Research AnalystOperatorThank you for standing by. Welcome to Flex's First Quarter Fiscal twenty twenty six Earnings Conferen ...

Mobileye Global (MBLY) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Company ParticipantsDan Galves - Chief Communications OfficerAmnon Shashua - Co-Founder, President, CEO & DirectorChris Mcnally - Senior MDNimrod Nehushtan - Executive VP of Business Development & StrategyVijay Rakesh - Managing DirectorAdam Jonas - Head - Global Auto & Shared Mobility ResearchShreyas Patil - VP - Equity ResearchJoseph Spak - Managing DirectorConference Call ParticipantsJames Picariello - Director & Senior Automotive Ana ...

vaneck isn't buying tokens. they're building game reward systems.• rwas as in-game rewards• verification services for gaming assets• $11m funding roundold money found their preferred entry point. games first, markets second. ...

NVE (NVEC) Q1 2026 Earnings Call July 23, 2025 05:00 PM ET Speaker0Good afternoon and welcome to the NVE Corporation conference call for the quarter ended 06/30/2025. I'm Dan Baker, NVE's President and CEO. I'm joined as usual by Controller and Principal Financial Officer Daniel Nelson. This call is being webcast live via YouTube and Amazon Chime and being recorded. A replay will be available through our website, nve.com, and our YouTube channel, youtube.com/nvecorporation.All participants are currently in ...

Lockheed Martin (LMT 2.09%), the major U.S. aerospace and defense contractor behind programs like the F-35 fighter jet, reported Q2 FY2025 earnings on July 22, 2025. The main news: GAAP profits dropped sharply as the company recorded heavy program losses and related charges. GAAP EPS was $1.46, falling well short of the $6.52 GAAP analyst estimate. Revenue was $18.2 billion, also missing the analyst revenue estimate of $18.57 billion, yet holding steady compared to the prior year. Management kept full-year ...

2003年，光弘科技在生产质量与品质控制上的优势逐渐凸显，成功拿到中兴通讯的订单，这一突破为公 司打开了通讯领域EMS业务的市场大门，发展态势渐入正轨。 然而，波折接踵而至。据唐建兴回忆，2007年光弘科技引入一家新加坡公司作为新大股东，本想借助其 国际化视野提升公司整体水平，结果却事与愿违。该新加坡公司因自身资金问题，从光弘科技陆陆续续 抽走了大量现金，让公司发展陷入困境。 2025年，光弘科技成立三十周年。日前，公司董事长兼总经理唐建兴在接受中国证券报记者专访时感慨 道：1995年，光弘科技在惠州大亚湾诞生，从一家仅百人的电子元器件加工厂起步，历经三十年风雨， 如今已成长为全球领先的EMS（电子制造服务）供应商。从手工为主的简陋厂房到高度自动化、数字 化的智能生产线，从单一的SMT（表面贴装技术）加工到覆盖消费电子、网络通讯、汽车电子的多元 化EMS业务布局，光弘科技完成了一场华丽蜕变。 唐建兴表示，光弘科技的目标是跻身全球EMS行业前十名，目前正稳步向这一目标迈进。未来，公司 将继续聚焦大客户，紧跟行业潮流，在消费电子、汽车电子等领域持续发力，凭借品质、技术与全球布 局优势，全力冲刺全球EMS行业第一梯 ...

On July 10, 2025, Andrew Hill Investment Advisors disclosed in its second-quarter 13F filing with the SEC that it had purchased 25,219 shares of Nvidia (NVDA 2.01%) in the period. This boosted the firm's Nvidia holdings to 31,225 shares, a position that was worth $4.93 million as of July 10, 2025.What else to knowThe Nvidia position was 3.97% of the firm’s 13F AUM as of the end of Q2 2025.Andrew Hill Investment Advisors' top five holdings as of the filing:GLD: $19.85 million (16.0% of AUM)JPM: $12.04 millio ...

Financial Data and Key Metrics Changes - Teledyne reported record quarterly sales with a 10.2% increase, driven by organic growth and acquisitions, marking the highest organic sales growth in nearly three years [4][5] - Non-GAAP earnings per share rose 13.5% year-over-year, also setting a record for any second quarter [5] - Cash flow from operating activities was $226.6 million, down from $318.7 million in 2024, primarily due to higher income tax payments [14] Business Segment Data and Key Metrics Changes - Digital Imaging segment sales increased 4.3%, the highest growth in three years, largely due to strong performance in defense and industrial businesses [8] - Instrumentation segment sales rose 10.2%, with marine instruments up 16% and environmental instruments up 5.6% [10] - Aerospace and Defense Electronics segment saw a 36.2% increase in sales, driven by acquisitions and organic growth [11] - Engineered Systems segment revenue increased 3.3%, with operating profit also rising [11] Market Data and Key Metrics Changes - U.S. government defense sales improved by 12.5% year-over-year, primarily organic, while foreign government sales increased over 15% [49] - The company noted a healthy book-to-bill ratio of 1.1 across its portfolio, marking the seventh consecutive quarter of orders exceeding sales [5][24] Company Strategy and Development Direction - Teledyne is focusing on smaller acquisitions and stock repurchases, increasing its stock repurchase authorization from $896 million to $2 billion [7] - The company remains optimistic about long-term growth, particularly in long-cycle businesses, while expressing caution regarding short-cycle businesses due to potential demand pull-ins [12][6] Management's Comments on Operating Environment and Future Outlook - Management expressed caution about the sustainability of short-cycle business strength, attributing it to potential accelerated demand ahead of U.S. trade policy announcements [6][12] - The outlook for Q3 is expected to remain flat compared to Q2, with a conservative estimate of total sales [6][42] Other Important Information - Teledyne's debt-to-EBITDA ratio stands at 1.6, with $1.17 billion available in its credit facility [6] - The company is actively managing costs and improving margins in acquired businesses, with a focus on integrating new acquisitions effectively [36][38] Q&A Session Summary Question: Guidance for Q3 and caution on pull-forward - Management indicated that the caution primarily relates to short-cycle businesses, with a potential $15 million to $20 million pull-in observed [21][22] Question: Digital Imaging sales growth despite strong bookings - Management explained that while FLIR is performing well, other short-cycle businesses are stabilizing, leading to cautious sales growth expectations [29][30] Question: Aerospace and Defense margin strength - Margins were impacted by acquisitions, but legacy businesses continue to show strong performance, with ongoing efforts to improve margins in newly acquired companies [34][35] Question: Full-year EPS guidance and margin improvement - Management confirmed expectations for operating margin improvement of 55 to 60 basis points for the year, with a focus on stabilizing short-cycle businesses [81][82] Question: Drone exposure and opportunities - The company highlighted its strong position in the drone market, focusing on both its own products and sensor sales to other manufacturers [95][96] Question: Impact of tariffs on sales and costs - Management noted that 82% of revenue is from U.S.-based businesses, minimizing tariff impacts, while also addressing potential cost increases due to imported materials [121][124]

ANDOVER, Mass., July 22, 2025 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the second quarter ended June 30, 2025. These results will be discussed later today at 5:00 p.m. Eastern Time, during management’s quarterly investor conference call. The details for the call are below. Product revenues, licensing income and a patent litigation settlement for the second quarter ended June 30, 2025 totaled $141.0 million, a 64.3% increase from $85.9 million for the correspo ...

I want to also ask you about something that the secretary of uh health and human services asked you to review. I think it was last month. Uh looking at the latest data on methapristone, more commonly known as the abortion pill.Is that review still ongoing. Has it begun. What are you looking at here.And why is it being reviewed in the first place given the fact that there aren't safety concerns about this drug. >> Yeah. So uh as a part of a regulation called the REM, the risk evaluation and and mitigation st ...