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FARO Technologies(FARO) - 2025 Q1 - Earnings Call Transcript
2025-04-24 13:00
Financial Data and Key Metrics Changes - Revenue for the first quarter was $82.9 million, down 2% year over year, but within the upper end of guidance [5][27] - Non-GAAP gross margins were 57.7%, up from 51.8% in the previous year, marking a 590 basis points year-over-year expansion [5][27] - Non-GAAP operating expenses were $38.5 million, down $2.2 million from the previous year [5][28] - Non-GAAP EPS was $0.33, compared to $0.09 in Q1 2024, representing significant growth [6][30] - Adjusted EBITDA was $12.5 million, or 15% of sales, compared to $5.6 million in the previous year [29] Business Line Data and Key Metrics Changes - The Americas and European regions saw a revenue decline of 31% each, while the Asia Pacific region experienced a 1% growth [27] - The company launched several new products, including LEAP and BLINK, which are expected to contribute positively to revenue in the upcoming quarters [12][42] Market Data and Key Metrics Changes - The underlying market conditions remained challenging, particularly in the Americas due to tariff-related uncertainties [10][32] - Despite the difficulties, net orders grew by 6% year over year, indicating a positive trend in backlog [9][10] Company Strategy and Development Direction - The company is focused on a three-phase strategy to create shareholder value, with the first phase emphasizing operational excellence and the second phase targeting organic growth [6][7] - The third phase will involve selective higher-risk investments as the company strengthens its cash position [7] - The company aims to refresh its product portfolio and develop global partnerships to drive growth [9][12] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the macro environment, noting that demand is currently outpacing Q1 levels [25][40] - The company is prepared for potential challenges related to tariffs and has plans in place to mitigate impacts [20][21] - Management believes that tariffs could ultimately become a net positive as companies look to diversify supply chains [25] Other Important Information - The company has established a strong cash position, with cash and short-term investments totaling $102.6 million at the end of the quarter [30] - The company is actively managing its partnerships and expects contributions from new agreements in the upcoming quarters [17][18] Q&A Session Summary Question: How is the hardware business shaping up for Q2? - Management noted that while they historically see a larger portion of revenues late in the quarter, they are currently seeing a decent start to Q2, with cautious optimism despite planning for a potential 10% decline in the hardware market [37][39] Question: What is the expected impact of new products on Q2? - Management indicated that new products like LEAP and BLINK are expected to contribute positively in Q2, with strong pre-orders for BLINK already noted [41][42] Question: Can you provide insights on order growth and backlog? - Management clarified that the order growth was not specifically aimed at building backlog, but they did see some late orders that could help solidify their outlook for Q2 [52][55] Question: Are there any delays in product launches or partnerships due to the current environment? - Management confirmed that they do not anticipate delays in product launches or partnerships, viewing the current environment as an opportunity for growth [56][58]
沃顿科技:2025一季报净利润0.44亿 同比增长29.41%
Tong Hua Shun Cai Bao· 2025-04-24 11:21
Financial Performance - The company reported a basic earnings per share of 0.0940 yuan for Q1 2025, representing a 30.37% increase compared to 0.0721 yuan in Q1 2024 [1] - Net profit for Q1 2025 was 0.44 billion yuan, up 29.41% from 0.34 billion yuan in Q1 2024 [1] - Operating revenue reached 3.63 billion yuan in Q1 2025, an increase of 8.36% from 3.35 billion yuan in Q1 2024 [1] - The return on equity (ROE) improved to 2.34% in Q1 2025, compared to 1.88% in Q1 2024, marking a 24.47% increase [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 21,810.07 million shares, accounting for 51.68% of the circulating shares, with a decrease of 615,100 shares from the previous period [1] - The largest shareholder, CRRC Industry Investment Co., Ltd., holds 18,935.22 million shares, representing 44.87% of the total share capital, with no change in holdings [2] - The second largest shareholder, CRRC Guiyang Vehicle Co., Ltd., holds 1,192.42 million shares, also unchanged [2] - Notably, Xu Jiangfeng exited the top ten shareholders, while Gu Anqi entered as a new shareholder with 142.84 million shares [2] Dividend Policy - The company has decided not to distribute dividends or allocate bonus shares in this period [3]
贵研铂业:2024年报净利润5.79亿 同比增长23.72%
Tong Hua Shun Cai Bao· 2025-04-24 09:53
数据四舍五入,查看更多财务数据>> 二、前10名无限售条件股东持股情况 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.7700 | 0.6200 | 24.19 | 0.6900 | | 每股净资产(元) | 9.3 | 8.55 | 8.77 | 7.8 | | 每股公积金(元) | 6.06 | 6 | 1 | 5.85 | | 每股未分配利润(元) | 2.04 | 1.51 | 35.1 | 1.08 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 475.04 | 450.86 | 5.36 | 407.59 | | 净利润(亿元) | 5.79 | 4.68 | 23.72 | 4.07 | | 净资产收益率(%) | 8.56 | 7.59 | 12.78 | 10.39 | | 名称 | 持有数量(万股) | 占总股本 | 增减情 况(万 | | --- | --- | ...
康普化学:2025一季报净利润0.1亿 同比下降54.55%
Tong Hua Shun Cai Bao· 2025-04-24 09:28
Financial Performance - The company reported a basic earnings per share of 0.0800 yuan for Q1 2025, a decrease of 57.89% compared to 0.1900 yuan in Q1 2024 and down from 0.3800 yuan in Q1 2023 [1] - The net profit for Q1 2025 was 0.1 billion yuan, reflecting a decline of 54.55% from 0.22 billion yuan in Q1 2024 and down from 0.34 billion yuan in Q1 2023 [1] - The operating revenue for Q1 2025 was 0.47 billion yuan, which is a decrease of 29.85% compared to 0.67 billion yuan in Q1 2024 and down from 1.14 billion yuan in Q1 2023 [1] - The return on equity (ROE) for Q1 2025 was 1.34%, a significant drop of 59.27% from 3.29% in Q1 2024 and down from 6.27% in Q1 2023 [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 49.286 million shares, accounting for 59.55% of the circulating shares, with a decrease of 86,700 shares compared to the previous period [1] - The largest shareholder, Hainan Maisun Investment Partnership, holds 16.0313 million shares, representing 19.37% of the total share capital, with no change in holdings [2] - Other notable shareholders include Zou Qian with 11.5033 million shares (13.90%) and Zou Yang with 6.4199 million shares (7.76%), both showing no change in their holdings [2] Dividend Policy - The company has decided not to distribute dividends or transfer shares in the current period [2]
恒通股份:2025一季报净利润0.43亿 同比增长53.57%
Tong Hua Shun Cai Bao· 2025-04-24 07:37
Financial Performance - The company reported a basic earnings per share of 0.0600 yuan for Q1 2025, a 50% increase compared to 0.0400 yuan in Q1 2024, and unchanged from Q1 2023 [1] - The company's operating revenue decreased by 52.79% to 3.13 billion yuan in Q1 2025 from 6.63 billion yuan in Q1 2024 [1] - Net profit for Q1 2025 was 0.43 billion yuan, reflecting a 53.57% increase from 0.28 billion yuan in Q1 2024 [1] - The return on equity (ROE) improved to 1.12% in Q1 2025 from 0.75% in Q1 2024, marking a 49.33% increase [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 33,077.16 million shares, accounting for 59.79% of the circulating shares, with a decrease of 617.48 million shares compared to the previous period [1] - Major shareholders include Nanshan Group Co., Ltd. with 13,394.78 million shares (24.21%), and Liu Zhendong with 11,468.67 million shares (20.73%), both remaining unchanged [2] - New entrants to the top ten shareholders include Xia Chaojia with 350.18 million shares (0.63%) and Li Jian with 335.11 million shares (0.61%) [2] Dividend Policy - The company has decided not to distribute or transfer any dividends this time [3]
奕东电子(301123.SZ)2024年净利润为-4001.44万元,同比由盈转亏
Xin Lang Cai Jing· 2025-04-24 03:04
公司摊薄每股收益为-0.17元,在已披露的同业公司中排名第41,较去年同报告期摊薄每股收益减少0.18元,同比较去年同期下降2003.33%。 2025年4月24日,奕东电子(301123.SZ)发布2024年年报。 公司营业总收入为17.10亿元,在已披露的同业公司中排名第28。归母净利润为-4001.44万元,在已披露的同业公司中排名第41,较去年同报告期归母净利润 减少4215.69万元,同比较去年同期下降1967.70%。经营活动现金净流入为8705.06万元,在已披露的同业公司中排名第31。 公司最新资产负债率为24.35%,较去年同期资产负债率增加3.60个百分点。 公司最新毛利率为12.95%,在已披露的同业公司中排名第37。最新ROE为-1.40%,在已披露的同业公司中排名第41,较去年同期ROE减少1.47个百分点。 公司最新总资产周转率为0.45次,在已披露的同业公司中排名第39。最新存货周转率为6.93次。 公司股东户数为2.29万户,前十大股东持股数量为1.61亿股,占总股本比例为69.06%,前十大股东持股情况如下: | 公司研发总投入为1.15亿元,在已披露的同业公司中排名第26。 ...
Compared to Estimates, Live Oak Bancshares (LOB) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-04-24 00:35
For the quarter ended March 2025, Live Oak Bancshares (LOB) reported revenue of $126.11 million, up 8.5% over the same period last year. EPS came in at $0.21, compared to $0.36 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $130.7 million, representing a surprise of -3.51%. The company delivered an EPS surprise of -44.74%, with the consensus EPS estimate being $0.38.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...
晶瑞电材:2024年报净利润-1.8亿 同比下降1300%
Tong Hua Shun Cai Bao· 2025-04-23 15:12
数据四舍五入,查看更多财务数据>> 三、分红送配方案情况 二、前10名无限售条件股东持股情况 10派0.45元(含税) 前十大流通股东累计持有: 29786.81万股,累计占流通股比: 29.45%,较上期变化: 78.56万股。 一、主要会计数据和财务指标 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 新银国际有限公司 | 16517.61 | 16.33 | 不变 | | 徐萍 | 4551.92 | 4.50 | 不变 | | 诺安成长混合 | 1727.49 | 1.71 | 新进 | | 许宁 | 1644.82 | 1.63 | -4.94 | | 李虎林 | 1304.63 | 1.29 | 不变 | | 徐成中 | 1194.67 | 1.18 | -46.01 | | 国联安中证全指半导体ETF | 833.19 | 0.82 | -308.47 | | 张武 | 750.00 | 0.74 | -550.00 | | 常磊 | 648.13 | 0.64 | 不变 | | 南方中证1000ETF | ...
和仁科技:2024年报净利润0.39亿 同比下降0%
Tong Hua Shun Cai Bao· 2025-04-23 15:07
三、分红送配方案情况 10派0.25元(含税) 二、前10名无限售条件股东持股情况 前十大流通股东累计持有: 15687.15万股,累计占流通股比: 59.81%,较上期变化: 40.34万 股。 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 通策医疗(600763)股份有限公司 | 4992.03 | 19.03 | 不变 | | 杭州磐源投资有限公司 | 4026.08 | 15.35 | 不变 | | 厦门硅谷韶华一号投资合伙企业(有限合伙) | 2627.39 | 10.02 | 不变 | | 杭州磐鸿投资管理合伙企业(有限合伙) | 1424.08 | 5.43 | 不变 | | 武汉雷石瑞丰股权投资合伙企业(有限合伙) | 784.00 | 2.99 | 不变 | | 尤飞煌 | 562.41 | 2.14 | 不变 | | 马兆林 | 406.08 | 1.55 | 1.41 | | 陈菊英 | 295.27 | 1.13 | 38.06 | | 沈毅 | 290.61 | 1.11 | 1.12 | | ...
Boeing (BA) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-04-23 14:35
Core Insights - Boeing reported $19.5 billion in revenue for Q1 2025, a 17.7% year-over-year increase, with an EPS of -$0.49 compared to -$1.13 a year ago, exceeding revenue estimates by 1.08% and EPS estimates by 68.18% [1] Financial Performance - Boeing's total deliveries reached 130, surpassing the average estimate of 115, with specific deliveries for Commercial Airplanes: 737 at 105 (vs. 92 estimate), 787 at 13 (vs. 13 estimate), 767 at 5 (vs. 5 estimate), and 777 at 7 (vs. 7 estimate) [4] - Revenue from Commercial Airplanes was $8.15 billion, exceeding the average estimate of $7.46 billion, reflecting a year-over-year increase of 75.1% [4] - Global Services revenue was $5.06 billion, slightly below the $5.35 billion estimate, showing a 0.4% year-over-year change [4] - Defense, Space & Security revenue was $6.30 billion, below the $6.53 billion estimate, representing a 9.4% year-over-year decline [4] Operational Metrics - Earnings from operations in Commercial Airplanes were -$537 million, better than the average estimate of -$645.91 million [4] - Earnings from operations in Defense, Space & Security were $155 million, significantly better than the average estimate of -$267.80 million [4] - Earnings from operations in Global Services were $943 million, below the average estimate of $1.08 billion [4] Stock Performance - Boeing shares have returned -11% over the past month, compared to the S&P 500 composite's -6.6% change, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3]