It is introducing scale and efficiency, but raising questions about quality https://t.co/lmAmXjlXK4 ...

If you can do it from scratch, you can take shortcuts.But if you can only take shortcuts, you can’t do it from scratch. ...

Walter’s “shame” take misses the mark. Elon is focusing on what he’s best at: ruthless efficiency to save taxpayer dollars and streamline a bloated bureaucracy. Cutting USAID waste? That’s not chaos—it’s courage. What horrors did Elon uncover in DOGE that Walter hasn’t seen?Elon’s impact is just starting. ...

Every time you see a public company talking about using AI internally, you should translate it to "efficiency."They are using software to drive more revenue with fewer expenses.When you see the technology trend for what it is, the idea we are in a bubble becomes ridiculous. ...

If you are pinging someone who’s busier than you, you should have a single well-thought-out specific ask. Only ask for something you truly cannot do on your own, and where you have done everything you possibly can by yourself.For example, if you’re asking someone to send an email on your behalf, you should have a draft message ready. If you’re asking them to sign something, you should prepare a docusign beforehand with the signature blocks indicated. Or if you’re asking for an appointment, you should do it ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

AIって電気だとかパソコンだとかそう いうインフラになっていく。それを自分の 力にすることができれば何倍も成果が出せ るっていうま、そういうタイミングに今 あるのかなと思っています。 エネオスマテリアルはNOSグループの 中核事業会社の1つで合成ゴムをはじめと する高機能素材の製造販売を担当しており ます。 日本の製造業、ま、共通の課題かと思うんですけれども、労働力不足の中で、ま、デジタルを活用して業務効率を改善していくということが課題でした。正合を活用して人ができる仕事をどんどん大きくしていくということが競争力を強化していけも重要なポイントだと考えています。 制裁を使って業務の成功を上げていくためには自社の情報に扱える環境って非常に重要だとに考えていました。 で、その中でチャートGPT エンタープライズというのは車内的な基準 をクリアしておりまして、性能面でもし ないと我々判断しましたので導入させて いただきました。今までは調査会社に依頼 をして、その調査会社の結果をもに 取り組んでいたのですが、今ディープ リサーチを用いてその場で詳細な回答を 得ることができています。ピンポイントに 聞くことで調査会社に依 ...

It's the natural cycle. I mean, I think not for the people that are losing their jobs. >> Exactly.Right. If you're one of those people that's in the cycle, it doesn't feel very natural. It doesn't feel very fair.But if you think of the cycle we've had and and sort of starts with the COVID cycle, the COVID cycle, we had the exact opposite. Every company was hoarding workers. You know, everyone who came in and said, "Look, I can't hire good people. I can't get good get good people. Anyone I get, I'm retaining ...

Financial Data and Key Metrics Changes - The company reported third-quarter sales of $143 million, an increase of 8% from $132 million in the same quarter of 2024 [4] - Adjusted diluted EPS for the third quarter was $0.60, down from $0.61 in the same period last year, primarily due to unfavorable impacts from recent U.S. tax legislation [5][17] - Adjusted gross margin improved to 38.9%, up 66 basis points year-over-year [16][17] - Operating cash flow for the third quarter was $29 million, compared to $35 million in the same quarter of 2024 [18] Business Line Data and Key Metrics Changes - Diversified end market sales increased by 22% year-over-year, accounting for 59% of overall company revenue, up from 52% in the previous year [4][5] - Medical end market sales rose by 22% compared to the same period in 2024, with bookings up 8% [5][7] - Aerospace and defense sales increased by 23% year-over-year [7] - Transportation sales decreased by 7% from the same period last year, attributed to softness in commercial vehicle products [9][10] Market Data and Key Metrics Changes - The book-to-bill ratio for the third quarter was slightly above 1, compared to marginally below 1 in the same quarter of 2024 [4] - Industrial and distribution sales showed a 9% sequential increase and a 21% year-over-year increase, indicating a steady recovery [9][46] - The North American light vehicle market is expected to be in the 15 million unit range, with European production forecasted at 16 million units and China at 30 million units [12] Company Strategy and Development Direction - The company aims to transition from a component supplier to a supplier of sensors, transducers, and subsystems, as validated by recent naval defense contract awards [8] - The focus remains on strong cash generation, appropriate capital allocation, and supporting organic growth and strategic acquisitions [18][19] - The company is monitoring the tariff and geopolitical environment while adapting to cost and price adjustments [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for medical, aerospace, and defense markets, despite mixed signals from the transportation sector [24][46] - The company anticipates continued strength in therapeutic products, with expectations for increased volumes in 2026 [7][11] - The adverse tax impact from recent U.S. tax legislation is expected to persist into 2026, with a projected tax rate in the low 20% range [35][36] Other Important Information - SideQuest revenues increased to $8.8 million in the third quarter, with bookings up 29% year-over-year [8][16] - The company repurchased 400,000 shares for approximately $17 million during the quarter, returning a total of $44 million to shareholders through dividends and buybacks year-to-date [18] Q&A Session Summary Question: Guidance on revenue and EPS - Management raised the midpoint on revenue guidance but lowered the midpoint on EPS guidance due to tax impacts and mixed market signals [22][23] Question: Transportation customers' production rates for 2026 - The transportation market is mixed, with some OEMs optimistic and others cautious, but solid bookings were noted [24] Question: Gross margin contribution by end markets - Margins are good across diversified end markets, with transportation trailing behind [25][26] Question: Tax impact in 2026 - The adverse tax impact from U.S. tax legislation is expected to continue, with a similar tax rate projected for 2026 [35][36] Question: Inventory levels in transportation - Days of supply for light vehicles are around 50 days, which is considered normal, with no immediate concerns [38] Question: SideQuest revenue contribution - Revenue from SideQuest is expected to show seasonality, with a step-up in revenues anticipated [39] Question: Operating expenses increase - The increase in operating expenses is primarily due to a $4.2 million reserve increase and higher equity-based compensation [40]

Financial Data and Key Metrics Changes - The company reported sales of $143 million for Q3 2025, an increase of 8% from $132 million in Q3 2024 [4] - Adjusted diluted EPS for Q3 2025 was $0.60, down from $0.61 in Q3 2024, primarily due to unfavorable impacts from recent U.S. tax legislation [5][16] - Adjusted gross margin improved to 38.9%, up 66 basis points year-over-year [15] - Operating cash flow for Q3 2025 was $29 million, compared to $35 million in Q3 2024 [17] Business Line Data and Key Metrics Changes - Diversified end market sales increased by 22% year-over-year, accounting for 59% of overall company revenue [4][5] - Transportation sales decreased by 7% compared to the same period last year, totaling $58.5 million [10] - SideQuest revenues rose to $8.8 million, with bookings up 29% from the prior year [8][15] Market Data and Key Metrics Changes - Aerospace and defense sales increased by 23% year-over-year [7] - Medical end market sales were up 22% compared to Q3 2024, with bookings increasing by 8% [5][6] - Industrial market sales improved by 21% year-over-year, with a 9% sequential increase [9] Company Strategy and Development Direction - The company aims to transition from a component supplier to a supplier of sensors, transducers, and subsystems, as evidenced by recent naval defense contract awards [8] - The focus remains on strong cash generation, appropriate capital allocation, and supporting organic growth and strategic acquisitions [17] - The company is monitoring the tariff environment and adapting to cost and price adjustments in collaboration with customers and suppliers [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for medical, aerospace, and defense markets, despite mixed signals from the transportation sector [25][48] - The company anticipates continued strength in therapeutic products, while diagnostic ultrasound demand remains soft [11][50] - Future revenue guidance was narrowed to a range of $535 to $545 million, with adjusted diluted EPS expected between $2.20 and $2.25 [14] Other Important Information - The company repurchased 400,000 shares for approximately $17 million during the quarter, returning a total of $44 million to shareholders through dividends and buybacks year-to-date [17] - The balance sheet remains strong with a cash balance of $110 million and long-term debt of $91 million [17] Q&A Session Summary Question: Guidance on revenue and EPS - Management raised the midpoint of revenue guidance while lowering EPS guidance due to tax impacts and mixed market signals [22][24] Question: Transportation customers' production rates for 2026 - The transportation market outlook is mixed, with some OEMs optimistic and others cautious, but solid bookings were noted [25] Question: Gross margin contribution by end markets - Margins are good across diversified end markets, with medical, industrial, aerospace, and defense performing well, while transportation lags [26][27] Question: Tax impact in 2026 - The adverse tax impact from U.S. legislation is expected to continue into 2026, with a projected tax rate in the low 20% range [37][38] Question: SideQuest revenue contribution - SideQuest is expected to show seasonal revenue patterns, with a positive outlook for future awards and revenue growth [42] Question: Operating expenses increase - The increase in operating expenses is primarily due to a $4.2 million reserve increase and higher equity-based compensation [43]