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Blue Bird(BLBD) - 2025 Q2 - Earnings Call Transcript
2025-05-07 21:32
Blue Bird (BLBD) Q2 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Mark Benfield - Executive Director of Profitability & Investor RelationsJohn Wyskiel - President, CEO & DirectorRazvan Radulescu - Chief Financial Officer Conference Call Participants Michael Shlisky - Managing Director & Senior Equity Research AnalystEric Stine - Senior Research AnalystTyler DiMatteo - Equity Research AnalystCraig Irwin - Managing Director, Senior Research AnalystChris Pierce - Senior Analyst Operator This ...
Blue Bird(BLBD) - 2025 Q2 - Earnings Call Transcript
2025-05-07 21:30
Blue Bird (BLBD) Q2 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 This is a holding announcement for the Blue Bird Fiscal twenty twenty five Second Quarter Earnings Conference Call. The call will begin shortly. Please stay on the lines. Good morning or good afternoon all, and welcome to the Blue Bird Fiscal twenty twenty five Second Quarter Earnings Conference Call. My name is Adam, and I'll be your operator for today. I will now hand the floor to Mark Benefield to begin. Sir, Mark, please go ahead w ...
有色早报-20250507
Yong An Qi Huo· 2025-05-07 15:11
有色早报 研究中心有色团队 2025/05/07 铜 : 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/04/25 180 1130 116753 41588 -215.41 591.25 90.0 110.0 2.41 203450 77250 2025/04/28 175 881 116753 36884 -303.45 943.11 93.0 115.0 28.60 202800 70775 2025/04/29 205 1082 116753 34042 -121.50 784.42 94.0 115.0 -9.76 202500 71500 2025/04/30 230 997 116753 28166 -118.83 721.42 94.0 115.0 -6.80 200150 71050 2025/05/06 285 1063 116753 24922 -38.41 794.66 100.0 115.0 21.75 195625 86950 变 ...
Teradyne Faces Tariff Exposure, Expect Revenue Declines
Seeking Alpha· 2025-05-07 13:22
Core Insights - Teradyne, Inc. is experiencing significant market challenges due to ongoing disruptions in international trade linked to U.S. tariff policies [1] - The outlook for Q2 '25 indicates growth and margin expectations falling short, primarily due to customers delaying deliveries [1] Company Summary - Teradyne's current market position is adversely affected by external trade policies, which are creating headwinds for its operations [1] - The company's anticipated performance for the upcoming quarter suggests a decline in both growth and profit margins, raising concerns among investors [1]
高盛:全球视角-处于危机边缘
Goldman Sachs· 2025-05-07 02:10
6 May 2025 | 6:25AM EDT Global Views: On the Precipice 1. The Trump administration has continued to soften some of its most aggressive tariff policies. Following the 90-day pause of the supplementary "reciprocal" tariffs and the exemption of ICT products from the China tariffs, the White House recently modified the auto parts tariff to prevent stacking with steel/aluminum and to partially reimburse automakers for their increased costs. Preliminary trade agreements with a few countries could follow soon. The ...
Otter Tail (OTTR) - 2025 Q1 - Earnings Call Transcript
2025-05-06 16:02
Otter Tail (OTTR) Q1 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Tyler Nelson - VP - Finance & TresaurerCharles MacFarlane - President and CEOTodd Wahlund - VP & CFO Conference Call Participants Sophie Karp - Managing Director & Equity Research Analyst Operator Good morning, and welcome to Otter Tail Corporation's First Quarter twenty twenty five Earnings Conference Call. Today's call is being recorded. We will hold a question and answer session after the prepared remarks. I will now tu ...
Primoris(PRIM) - 2025 Q1 - Earnings Call Transcript
2025-05-06 15:02
Primoris Services (PRIM) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Blake Holcomb - VP - Investor RelationsDavid L. King - Chairman, Interim CEO & PresidentKen Dodgen - Executive VP & CFOPeter Lukas - DirectorDrew Chamberlain - Equity Research AssociateJustin Mechetti - Equity Research AssociateAvi Jaroslawicz - Equity Research Associate Conference Call Participants Brian Russo - AnalystBrent Thielman - MD & Senior Research AnalystKevin Gainey - Senior Research AnalystAdam Bubes - A ...
Otter Tail (OTTR) - 2025 Q1 - Earnings Call Transcript
2025-05-06 15:00
Otter Tail (OTTR) Q1 2025 Earnings Call May 06, 2025 11:00 AM ET Speaker0 Good morning, and welcome to Otter Tail Corporation's First Quarter twenty twenty five Earnings Conference Call. Today's call is being recorded. We will hold a question and answer session after the prepared remarks. I will now turn the call over to the company for their opening comments. Speaker1 Good morning, and welcome to our first quarter earnings conference call. My name is Tyler Nelson. I'm Otter Tail Corporation's Vice Presiden ...
Amazon: Managing Tariff Impact Through AI Automation And Pricing Power
Seeking Alpha· 2025-05-06 13:49
While I previously maintained a Buy rating on Amazon (NASDAQ: NASDAQ: AMZN ) in early December 2024, the potential disruption to the international trade order caused by the ongoing tariff policy has rattled the global financial markets. AMZN has taken aI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a mult ...
James River (JRVR) - 2025 Q1 - Earnings Call Transcript
2025-05-06 13:02
James River Group Holdings (JRVR) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Frank D'Orazio - Director & CEOSarah Doran - Group CFOMatt Carletti - Managing Director Conference Call Participants Zachary Shytle - Senior Analyst - IR & InvestmentsMark Hughes - AnalystCasey Alexander - Senior Vice President & Research Analyst Operator Good morning, and welcome to the James River Group Quarter one twenty twenty five Earnings Call. I am Frans, and I'll be the operator assisting you today. ...