Surgery Partners (SGRY) Q1 2025 Earnings Call May 12, 2025 08:30 AM ET Company Participants Dave Doherty - EVP & CFOEric Evans - CEOBenjamin Rossi - Equity Research AssociateAndrew Mott - Director, Team Leader and Co-Head of Private BankA.J. Rice - Managing DirectorWhit Mayo - Senior Managing DirectorBen Hendrix - Vice President Conference Call Participants Brian Tanquilut - Equity Research Analyst - Healthcare ServicesJoanna Gajuk - Equity Research AnalystSarah James - Managing Director & Equity Analyst - ...

INVESTOR PRESENTATION May 2025 Forward-looking statements involve known and unknown risks and uncertainties that may cause future results to differ materially from those suggested by the forward-looking statements. Such risks and uncertainties include, but are not limited to the following; our business, operations, customers, suppliers nd employees; general economic conditions in the areas of the United States in which the Company's customers are located; changes in the market where uniforms are worn, where ...

Core Molding (CMT) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Speaker0 Good morning, everyone. Welcome to the Core Molding Technologies First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I will turn the call over to Sandy Martin, three part advisers. Please go ahead. Speaker1 Thank you, and good morning, everyone. ...

Flex Ltd. (FLEX) reported fourth-quarter fiscal 2025 adjusted earnings per share (EPS) of 73 cents, which surpassed the Zacks Consensus Estimate by 5.8%. The bottom line compared favorably with 57 cents posted in the prior-year quarter.Revenues increased 3.7% year over year to $6.4 billion. Also, it beat the consensus mark by 2.7%. The uptick was driven by strong demand across its data center, networking and automotive power electronics.For fiscal 2026, the company anticipates sustained strong demand from i ...

Hagerty (HGTY) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants Jay Koval - SVP - IR & CommunicationsMcKeel Hagerty - Chairman & CEOPatrick McClymont - Chief Financial OfficerPablo Singzon - Executive Director Conference Call Participants None - AnalystMark Hughes - Analyst Operator Greetings, and welcome to the Hagerty First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Question and answer session will follow the formal presentation. ...

Ardent Health (ARDT) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants David Styblo - SVP - Investor RelationsMarty Bonick - CEOAlfred Lumsdaine - Chief Financial OfficerWhit Mayo - Senior Managing DirectorCraig Hettenbach - Executive DirectorBen Hendrix - Vice PresidentBenjamin Rossi - Equity Research Associate Conference Call Participants Ann Hynes - Senior Healthcare Services Equity Analyst & Managing DirectorJoanna Gajuk - Equity Research AnalystMatthew Gillmor - Director & Equity Rese ...

Coupang (CPNG) Q1 2025 Earnings Call May 06, 2025 05:30 PM ET Company Participants Michael Parker - Vice President, Head of Investor RelationsBom Kim - Founder, CEO & ChairmanGaurav Anand - CFO Conference Call Participants Eric Cha - AnalystStanley Yang - AnalystSeyon Park - Equity Research AnalystJiong Shao - Analyst Operator Hello everyone. My name is Krista and I'll be your conference operator today. At this time, I would like to welcome everyone to the Kupong twenty twenty five First Quarter Earnings Co ...

Ducommun (DCO) Q1 2025 Earnings Call May 06, 2025 01:00 PM ET Company Participants Suman Mookerji - Senior VP, CFO, Controller & TreasurerStephen Oswald - Chairman, President & CEOMike Crawford - SMD & Head of Discovery GroupKen Herbert - Managing DirectorMichael Ciarmoli - Managing Director - Aerospace & Defense Equity ResearchJason Gursky - Managing DirectorTony Bancroft - Portfolio Manager Conference Call Participants Noah Poponak - Research Analyst Operator Good day, and thank you for standing by. Welco ...

Financial Data and Key Metrics Changes - Q1 2025 revenue was $194.1 million, a 1.7% increase from $190.8 million in Q1 2024, marking the sixteenth consecutive quarter of year-over-year revenue growth [9][25] - Gross margin increased to 26.6%, up 200 basis points from 24.6% year-over-year, achieving a new quarterly record [13][26] - Adjusted EBITDA reached 15.9%, a record as a percentage of sales, up from 14.4% in the prior year [14][31] - GAAP diluted EPS was $0.69, compared to $0.46 in Q1 2024, while adjusted diluted EPS was $0.83, up from $0.70 [14][31] Business Line Data and Key Metrics Changes - Military and space revenue grew by 15% year-over-year to $114 million, driven by missile and electronic warfare programs [10][21] - Commercial aerospace revenue declined by 10% to $72 million, marking the first decline in 15 quarters, primarily due to lower demand for the 737 MAX [11][22] - Industrial business revenue decreased to $9 million as the company continues to prune non-core operations [23] Market Data and Key Metrics Changes - The defense backlog increased by over $15 million year-over-year to $620 million, representing 59% of the total backlog [15][21] - The commercial aerospace backlog decreased by $31 million to $411 million due to lower OEM production rates [16][22] - The company expects a recovery in commercial aerospace as production rates ramp up in 2025 [22] Company Strategy and Development Direction - The company is executing its Vision 2027 strategy, aiming to increase the revenue percentage from engineered products, which accounted for 23% in 2024, up from 19% in 2023 [9][17] - The strategy includes targeted acquisitions, consolidation of manufacturing operations, and expansion in high-growth segments of the defense budget [9][10] - The company is focused on maintaining a strong mix of defense and commercial aerospace to mitigate risks associated with market cyclicality [10][70] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in commercial aerospace and continued strength in defense, reaffirming guidance for mid-single-digit revenue growth for 2025 [18][70] - The company does not anticipate significant impacts from tariffs on its revenues, as 95% of its revenue is generated in the U.S. [19][29] - Management highlighted the importance of maintaining operational efficiency and strong relationships with key customers like Boeing and Spirit [83][84] Other Important Information - The company has ceased operations in two facilities, expecting to realize cost savings as production ramps up in other locations [13][36] - Cash flow from operating activities improved to $800,000 in Q1 2025, compared to a use of $1.6 million in Q1 2024 [38] - The company is actively pursuing M&A opportunities, focusing on niche engineered product businesses that span both defense and commercial aerospace [54][56] Q&A Session Summary Question: How would you characterize any delay in ship set rates to Boeing and Spirit? - Management noted that Boeing is producing in the low twenties and Spirit is ramping up to the mid to high twenties, with expectations for continued growth despite destocking impacts [43][45] Question: Are you tracking towards your M&A placeholder for Vision 2027? - Management confirmed they are tracking multiple opportunities and remain confident in completing a deal this year [54][56] Question: What are your expectations for growth rates between commercial aerospace and defense for the remainder of the year? - Management expects continued strength in defense and a recovery in commercial aerospace, aiming for mid-single-digit growth overall [68][70]

The Clorox Company (CLX) reported third-quarter fiscal 2025 results, wherein both top and bottom lines missed the Zacks Consensus Estimate and declined on a year-over-year basis.Clorox’s results highlight the impact of ongoing economic uncertainty, which led to shifts in consumer shopping habits, temporary slowdowns in certain product categories, and lower overall sales. Despite these headwinds, the company maintained strong fundamentals by holding market share, expanding profit margins, and continuing to i ...