Gorman-Rupp Company (GRC) Conference June 11, 2025 11:30 AM ET Speaker0 Good afternoon. I'm sorry. Good morning, everybody. My name is John Fernsrobe. I'm a senior analyst here at Sidoti and Company. Our next presentation of the day is Gorman Rupp, ticker GRC. For those who are not familiar with Gorman Rupp, Gorman is a manufacturer of pumps and pumps related systems across an ever widening range of end markets. We are fortunate to have with us today CEO, Scott King CFO, Jim Kerr and Vice President of Finan ...

CRA International (CRAI) Conference June 11, 2025 10:45 AM ET Speaker0 Hey. Good morning, everyone. It's now 10:45 here on the East Coast, and we're ready to begin with our next presentation. My name is Mark Riddick. I'm a senior analyst with Sidoti and Company, and I thank you for joining us at the Sidoti June Small Cap Virtual Conference. Now our next presenting company is Charles River Associates, the ticker is CRAI. And joining us today is Paul Malley, June and CEO, and Chad Holmes, chief corporate deve ...

US Physical Therapy (USPH) FY Conference June 11, 2025 10:45 AM ET Speaker0 Okay. We're gonna go ahead and get started with the next presentation. off, thank you everyone for being here today. My name is Joe Noyans. I'm with Three Part Advisors. Up next, we have one of our investor relations clients, US Physical Therapy. US Physical Therapy is traded on the New York Stock Exchange under the symbol USPH. They're operating in 44 states across The US with nearly 800 locations. Also, they're a leader in in PT, ...

Key Guiding Attributes 2025 Morgan Stanley US Financials Conference Welcome. The Huntington National Bank is Member FDIC. ®, Huntington® and Huntington. are federally registered service marks of Huntington Bancshares Incorporated. ©2025 Huntington Bancshares Incorporated. Disclaimer Our Vision People-First, Customer-Centered Key Messages Delivering on organic growth strategies with sustained momentum supported by purposefully diversified customer base 1 Driving robust profit growth reflective of expanded ne ...

Paysafe (PSFE) Conference June 10, 2025 02:40 PM ET Speaker0 Matthew Inglis. I'm on the fintech equity research team here at RBC, and I'm happy to have with us or with me John Crawford, CFO of PaySafe. John, thanks for being here today. Really appreciate it. Speaker1 Thanks for having me. Speaker0 So for those in the room maybe not so familiar with Paysafe, can Speaker1 you provide an overview of the company and maybe what end markets you serve between the digital wallet and merchant acquiring businesses? S ...

JPMorgan Chase (JPM) 2025 Conference June 10, 2025 01:00 PM ET Speaker0 Okay. For important disclosures, please see Morgan Stanley Research Disclosure website at morganstanley.com/researchdisclosure. And the taking of photographs and recording devices is not allowed unless you're authorized. If you have any other questions, please reach out to your MS representative. And with that, I am just so delighted to say, Jamie, Jamie Dimon, welcome back to our conference. We're so delighted to have you with us today ...

Financial Data and Key Metrics Changes - The company achieved record net sales of $46.7 million, representing a 29% year-over-year increase, driven by a 100% increase in fire services products [4][15] - Consolidated gross margin decreased to 33.5% from 44.6% for the comparable period [15][19] - Net loss was $3.9 million or $0.41 per share, compared to net income of $1.7 million or $0.22 per share for the same period last year [16][21] - Adjusted EBITDA excluding FX was $600,000, a decrease of $3.2 million or 84% compared to the prior year [21][24] Business Line Data and Key Metrics Changes - Fire services segment grew by 100% year-over-year, contributing $10.5 million to the revenue increase [17][27] - Organic revenue increased by $600,000 or 2% to $36.9 million, with strong growth in the U.S. and Europe, partially offset by declines in Latin America and Canada [18][26] - U.S. net sales increased 42% year-over-year to $22.5 million, with organic growth of $2.1 million or 15% [5][27] - European net sales increased 102% year-over-year to $12.1 million [5][26] Market Data and Key Metrics Changes - Latin American operations saw a 12% decrease in sales year-over-year, primarily due to shipment timing and tariff impacts [26][64] - Sales in Asia increased by 15% year-over-year, indicating positive growth in that region [26] - The company experienced lower sales in Canada and delays in Latin America due to tariff uncertainties [7][12] Company Strategy and Development Direction - The company is focused on accelerating growth within the fragmented $2 billion fire protection sector and enhancing customer relationships [4][8] - A new company-wide SAP ERP system is being implemented to modernize and consolidate operations [6][7] - The company aims to navigate tariff uncertainties while pursuing strategic acquisitions to consolidate the fragmented fire market [13][32] - Long-term strategies include growing both fire services and industrial PPE verticals while maintaining operational efficiencies [32][33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating tariff uncertainties and expects sequential growth in gross margins and adjusted EBITDA in the second quarter [9][13] - The company anticipates revenue between $210 million to $220 million for the fiscal year, trending towards the lower end of adjusted EBITDA guidance due to near-term order delays [30][33] - Management remains optimistic about the recovery of sales in higher-margin regions once tariff uncertainties subside [12][64] Other Important Information - Capital expenditures for the quarter were $1.2 million, primarily related to the new ERP system [6][29] - The company ended the quarter with cash and cash equivalents of approximately $18.6 million and long-term debt of $24.7 million [29] Q&A Session Summary Question: Can you elaborate on the impact of purchase variance and amortization on gross margins? - The total increase to manufacturing costs was close to $3 million, significantly impacting adjusted EBITDA, with about a 1% impact on gross margins from purchase accounting [36][38][41] Question: What are the expectations for operating expenses moving forward? - Travel expenses were notably high in Q1 due to various events, but are expected to decrease. Increased SG&A was also attributed to higher labor costs and freight related to inventory movements [43][46][47] Question: How is the head-to-toe strategy progressing? - The company is seeing greater engagement and opportunities in the market, particularly with the glove strategy from the Meridian acquisition, and is focused on bundling products for comprehensive offerings [50][52][56] Question: What are the expectations for organic growth for the full year? - The company expects organic growth to remain in the high single digits, with strong growth in the U.S. offset by declines in Latin America and Canada [63][64] Question: Will the Jolly order be crucial for achieving revenue goals? - The Jolly order is important but not the sole determinant for revenue goals, with ongoing positive engagement with the Italian government regarding procurement [66][67] Question: What is the expected cadence for EBITDA improvement throughout the year? - Improvement is expected in the second quarter, with a gradual increase in EBITDA as inventory issues and cost containment efforts normalize [68][69]

Here's our initial take on Casey's General Stores' (CASY -1.16%) financial report.Key MetricsMetricQ4 FY24Q4 FY25Changevs. ExpectationsRevenue$3.60 billion$3.99 billion11%BeatEarnings per share$2.34$2.6312%BeatInside same-store sales+5.6%+1.7%-390 bpn/aGross margin41.2%41.2%n/cn/aCasey's Uses Food Sales, M&A to Fuel GrowthConvenience store powerhouse Casey's General Stores capped off a strong fiscal 2025, reporting double-digit quarterly revenue and earnings growth that topped expectations.The company is ho ...

Graham (GHM) Q4 2025 Earnings Call June 09, 2025 11:00 AM ET Company Participants Tom Cook - Managing DirectorDaniel Thoren - President & CEOMatthew Malone - President & COOChristopher Thome - Chief Accounting Officer, VP of Finance, CFO & Corporate SecretaryRussell Stanley - Managing Director - Equity ResearchTony Bancroft - Portfolio Manager Conference Call Participants Richard Ryan - Vice President, Senior Research AnalystJoe Gomes - Senior Generalist AnalystChristopher Glynn - Managing Director and Seni ...

Key Takeaways BLK will lay off about 300 employees, more than 1% of its workforce, in a second round of 2025 cuts. The job reductions follow major acquisitions that boosted BLK's headcount by above 14% since 2023. Employee expenses rose 7% in 1Q25, prompting BLK to realign staffing with strategic priorities.BlackRock, Inc. (BLK) plans to cut 300 jobs, affecting more than 1% of its workforce. The news was first reported by Bloomberg, citing people familiar with the matter.At the end of March 2025, the asse ...