StandardAero (SARO) 2025 Conference May 14, 2025 02:55 PM ET Speaker0 Wow. Speaker1 You're in great shape. Speaker2 But we Speaker3 do in sets. I mean, it's like a swim with a bunch of little guys, and it's like a master's team. Like, we're like little kids except we're old. Yeah. It's kinda Speaker0 That's awesome. Speaker3 How we do Speaker0 it. Alright. Good afternoon, everybody. Thanks for joining. My name is Russell Ford. I'm the chairman and CEO of Standard Aero. Standard Aero is the world's largest i ...

NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- Blade Air Mobility, Inc. (Nasdaq: BLDE, “Blade” or the “Company”), a technology-powered air mobility platform, today announced that Mat Schneider, Vice President Investor Relations and Strategic Finance, will present at the 2025 J.P. Morgan Annual Global Technology, Media, and Communications Conference on Wednesday, May 14, 2025 at 3:40pm ET. A webcast of the event will be available at the link here. A replay will be available shortly after the conclusion of the pr ...

Investor Presentation May 2025 FORWARD LOOKING STATEMENTS This investor presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts and may be identified by the use of words such as "will", "anticipate", "believe", "could", "continue", "expect", "estimate", "may", "plan", "outlook", "future", "target", and "project" and other simil ...

Archer Aviation Inc. (ACHR) is slated to report first-quarter 2025 results on May 12, 2025, after market close. The Zacks Consensus Estimate for ACHR’s first-quarter bottom-line estimate is pegged at a loss of 21 cents per share, suggesting an improvement from a loss of 23 cents in the prior-year quarter. The estimate has remained unchanged in the past 60 days. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Image Source: Zacks Investment ResearchArcher Aviation has an unimpressive ...

Core Insights - Volatus Aerospace Inc. reported financial results for FY 2024, generating total revenue of CAD 27,147,414, with a 16% year-over-year growth in services and technology revenue [2][6][10] - The company achieved a record blended gross margin of 38% in Q4 2024, up from 27% in Q3 2024, primarily due to a higher mix of margin services and technology revenue [2][6] - Normalized EBITDA for Q4 2024 was near breakeven at $(206,900), a significant improvement from $(3,344,056) in Q4 2023, attributed to successful integration efforts and cost synergies from the merger with Drone Delivery Canada [2][6][10] Financial Highlights - Total revenue for FY 2024 was CAD 27,147,414, a decrease from CAD 34,872,815 in FY 2023, with a focus on higher-margin services [6][10] - Gross profit for FY 2024 was CAD 9,556,299, with an overall gross margin increase from 32% in FY 2023 to 35% in FY 2024 [6][10] - The company realized approximately CAD 3,770,000 in cost synergies from the merger within four months [6][10] Operational Highlights - The active sales pipeline exceeds CAD 600 million, indicating strong future revenue potential [6] - Volatus completed acquisitions of UAVHub and The Drone Mentor, enhancing its operational capabilities [7] - The company expanded its global ecosystem into markets such as the UK, India, and Norway [7] Strategic Developments - A partnership was announced with DroneUp LLC to accelerate drone deliveries in the United States [11] - The company obtained Canada-wide approval for long-distance, remotely piloted BVLOS drone operations at night [11] - Volatus will host a webinar on May 2, 2025, to discuss financial results and major milestones [8]

Financial Data and Key Metrics Changes - AerCap reported GAAP net income of $643 million and earnings per share (EPS) of $3.48 for Q1 2025, with adjusted net income of $679 million and adjusted EPS of $3.68, leading to an increase in full-year EPS guidance [5][12][16] - The company experienced a net maintenance contribution of $82 million, significantly higher than the typical range of $30 million to $40 million, primarily due to lower leasing expenses [12][13] - The net gain on sale of assets was $177 million, with total sales revenue of $683 million from 35 owned assets, resulting in a 35% unlevered gain on sale margin [13][14] - Total sources of liquidity were approximately $20 billion, including over $1 billion in cash and $11 billion in revolvers and other committed facilities [14][15] Business Line Data and Key Metrics Changes - The passenger aircraft segment saw strong demand, particularly for 787s, with successful transitions of three midlife 787s between customers in Europe [6][11] - A sale leaseback transaction worth $7.87 million was executed with a new customer, indicating strong interest in AerCap's offerings [7] - The company ordered 268 new LEAP engines in 2024, with over 120 already delivered, highlighting the operational capacity expansion in line with the growing fleet [8][10] Market Data and Key Metrics Changes - AerCap's airline customers maintained a 99% utilization rate and an 84% extension rate during the period, reflecting strong market demand despite uncertainties [5][16] - The company noted that the U.S. market represents only about 22% of the global market, emphasizing the importance of international markets in overall demand [51][64] Company Strategy and Development Direction - AerCap announced a new $500 million share repurchase program, reflecting confidence in its financial position and commitment to returning value to shareholders [5][16] - The company continues to focus on long-term fleet management strategies, emphasizing the importance of maintaining a modern fleet and avoiding short-term decision-making [56][65] - AerCap is exploring opportunities in the helicopter business, with recent agreements for leasebacks of new helicopters, indicating a diversification strategy [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about robust demand for the foreseeable future, despite some macroeconomic uncertainties [11][17] - The company acknowledged potential delays in the 777 freighter conversion program but remains confident in achieving strong performance for the year [16][17] - Management highlighted the importance of maintaining a strong balance sheet and low leverage, positioning the company well for future growth [17] Other Important Information - AerCap was upgraded to BBB+ by Fitch, achieving this rating across all three major rating agencies [15] - The company has repurchased over $1 billion worth of stock so far this year, taking advantage of market volatility [16][18] Q&A Session Summary Question: Expectations for bilateral transactions in light of tariff uncertainty - Management expects to see more bilateral negotiations due to the company's scale and global reach, particularly in engines and helicopters [20][21] Question: Impact of buyback on EPS guidance - The increase in EPS guidance was primarily driven by gains on sale and higher net maintenance contributions, with some offset from delays in the freighter conversion program [22][24] Question: Capital deployment in engines and helicopters - Management indicated ample capital availability for deployment in engines and helicopters, emphasizing profitability over growth for its own sake [30][31] Question: Indicators of demand trends - Management noted that while U.S. airlines are adjusting capacity, long-term fleet decisions remain strong, with no current reduction in demand [51][52] Question: Composition of aircraft buyers - Recent sales were approximately a quarter to airlines, a third to other lessors, and a third to investors, with minimal sales to end-of-life part outs [67] Question: Tariff impacts on lessors - Management discussed the potential for tariffs to affect aircraft supply and pricing, emphasizing the importance of maintaining access to used aircraft markets [68][72] Question: Future demand for wide-body aircraft - Strong demand for wide-body aircraft has been observed, with management confident in the market's growth potential [98][99]

NEW YORK, April 28, 2025 (GLOBE NEWSWIRE) -- Blade Air Mobility, Inc. (Nasdaq: BLDE, “Blade” or the “Company”), will release financial results for the first quarter ended March 31, 2025 on Monday, May 12, 2025 before the market opens. The company will hold a conference call the same day at 8:00 am Eastern Time to discuss the results. The call will be hosted by Rob Wiesenthal, Blade’s Chief Executive Officer, and Will Heyburn, Blade’s Chief Financial Officer, and will include a question-and-answer session fo ...

Group 1: Contract Details - Boeing has secured a contract valued at $33.2 million from the Naval Air Systems Command, which is expected to be completed by April 2026 [2] - The contract involves the production and delivery of 41 Distributed Targeting Processor-Networked (DTP-N) B Kits, five DTP-N B Kit Lab Assets, and nine Processor eXpress Mezzanine Cards, along with associated cybersecurity and support for F/A-18 service life modifications [2][3] Group 2: Significance of F/A-18 Jets - Boeing's F/A-18 Super Hornet is capable of performing a wide range of tactical missions, including air superiority, precision strikes, and reconnaissance [5] - The latest model, Block III, is noted for being the most networked and survivable version of the F/A-18 [5] Group 3: Market Growth Prospects - The demand for military aircraft is increasing globally, driven by nations focusing on enhancing aerial supremacy and adopting advanced technologies [6] - The global fighter aircraft market is projected to grow at a CAGR of 3.7% from 2025 to 2030, indicating significant opportunities for manufacturers like Boeing [7] Group 4: Competitor Analysis - Lockheed Martin has a long-term earnings growth rate of 7.8% and is involved in advanced military jet programs [8] - Northrop Grumman has a long-term earnings growth rate of 4.2% and produces advanced aircraft systems [9] - Embraer has shown strong earnings performance with an average surprise of 138.39% and a projected sales growth of 13.9% for 2025 [10] Group 5: Stock Performance - Boeing's stock has gained 0.9% over the past three months, outperforming the industry, which has seen a decline of 0.5% [11]

Regal Rexnord (RRX) Q4 2024 Earnings Call February 06, 2025 10:00 AM ET Company Participants Robert Barry - VP, IRLouis Pinkham - CEORobert Rehard - Executive VP & CFOMichael Halloran - Associate Director of ResearchNigel Coe - Managing DirectorVivek Srivastava - Vice President Conference Call Participants Mitchell Moore - Associate AnalystKyle Menges - Vice President - Equity Research AnalystJulian Mitchell - Equity Research AnalystTim Thein - Managing Director & Research AnalystChristopher Glynn - Managin ...