Cactus (WHD) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Alan Boyd - Director of Corporate Development & Investor RelationsScott Bender - CEO & Chairman of the Board of DirectorsJay Nutt - CFO, Executive VP & TreasurerJ. David Anderson - Managing DirectorStephen Gengaro - Managing DirectorScott Gruber - Director - Oilfield Services & Equipment ResearchArun Jayaram - Vice PresidentJoel Bender - President & DirectorJeff LeBlanc - Director - Equity ResearchStephen Tadlock - Executive VP ...

C. H. Robinson Worldwide (CHRW) Q1 2025 Earnings Call April 30, 2025 05:00 PM ET Company Participants Chuck Ives - Senior Director of Investor RelationsDave Bozeman - President & CEOMichael Castagnetto - President of North American Surface TransportationArun Rajan - Chief Strategy & Innovation OfficerDamon Lee - Chief Financial OfficerJeff Kauffman - Partner, Transportation & Logistics Equity ResearchKenneth Hoexter - Managing Director Conference Call Participants Alex Johnson - Equity AnalystBrian Ossenbec ...

Highlights The Hearing division delivered -1% organic revenue growth driven by a strong initial uptake of ReSound Vivia, but off-set by a challenged U.S. market as well as some slowdown of existing products in anticipation of ReSound Vivia. The strong uptake of ReSound Vivia has continued into April, lending support for expected market share gains. As a consequence of the launch initiatives and the challenged U.S. market, the divisional profit margin ended at 28.4%.The Enterprise division was challenged in ...

STAG Industrial (STAG) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Company Participants Steve Xiarhos - Vice President - Capital Markets & Investor RelationsWilliam Crooker - CEO, President & DirectorMatts Pinard - Executive VP, CFO & TreasurerJonathan Hughes - Managing Director Vince Tibone - Managing Director and Head of US Industrial & Mall ResearchMichael Chase - Executive VP & Chief Investment OfficerMichael Carroll - Managing Director & Head of US Real Estate ResearchEric Borden - Vice PresidentR ...

STAG Industrial (STAG) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Speaker0 Greetings, and welcome to STAG Industrial Inc. First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce ...

The Chefs' Warehouse (CHEF) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Speaker0 Greetings, and welcome to the Chef's Warehouse First Quarter twenty twenty five Earnings Conference Call. As a reminder, this conference is being recorded. I would now like to turn the call over to your host, Alex Alders, General Counsel, Corporate Secretary and Chief Government Relations Officer. Please go ahead, sir. Speaker1 Thank you, operator. Good morning, everyone. With me on today's call are Chris Pappas, Founder, ...

Global Industrial Company (GIC) Q1 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Mike Smargiassi - Founding PartnerAnesa Chaibi - CEOTex Clark - Senior Vice President and Chief Financial OfficerMichael Francis - Equity Research Associate Conference Call Participants Anthony Lebiedzinski - Senior Equity Research AnalystMatt Kaelberer - Research Analyst Operator Industrial Company First Quarter twenty twenty five Earnings Call. All participants will be in a listen only mode. After today's ...

Apple Inc 苹果公司 Add to myFT 添加到我的财经 Apple aims to source all US iPhones from India in pivot away from China 苹果计划将所有美国销售的 iPhone 转向印度⽣产，摆 脱对中国的依赖 FT Exclusive: Tech giant plans to shift assembly as soon as next year in response to Donald Trump's trade war ⾦融时报独家报道抗科技巨头计划最快明年开始转移组装线，以应对义：德·特朗 普的贸易战 © FT montage/Reuters © ⾦融时报合成图/路透社 Share Save Michael Acton and Stephen Morris in San Francisco, John Reed in New Delhi and Kathrin Hille in Taipei 迈克尔·阿克顿和斯蒂芬·莫⾥斯在旧⾦⼭，约翰·⾥德在新德⾥，卡斯琳·希勒在台 北 Published 已发布 39 MINUTES A ...

Financial Data and Key Metrics Changes - Consolidated net sales decreased by 0.7%, which was at the higher end of the range implied in the full-year outlook despite an unfavorable foreign currency impact of 0.5% [61] - Consolidated gross profit margin decreased by 40 basis points to 48.6% primarily due to a less favorable product mix and customer mix [62] - GAAP operating margin for the quarter was 0.4% compared to 13.5% in the same period last year, primarily due to non-cash asset impairment charges of $51.5 million [63] - Non-GAAP adjusted EPS was $2.33, down from $2.45 in the same period last year, primarily due to lower adjusted operating income and higher interest expense [69] Business Line Data and Key Metrics Changes - Total sales in the Beauty & Wellness segment increased by 0.1%, driven by contributions from Olive & June, Honeywell, Vicks, and Braun [61] - Home & Outdoor saw an organic business decline of 1.2%, driven by Hydro Flask, partially offset by growth in Osprey and OXO [62] - Adjusted operating margin for Beauty & Wellness declined by 220 basis points to 13.4%, primarily due to incremental growth investments and a less favorable product mix [67] Market Data and Key Metrics Changes - International net sales grew by 5.3%, reflecting expanded distribution and greater collaboration between brand and sales teams [25] - The US weighted distribution increased by approximately 12% year-over-year, making brands more available to shoppers [25] - The competitive environment intensified, with retailers closely managing their inventory [21] Company Strategy and Development Direction - The company is focusing on diversifying its supply chain outside of China and has paused certain purchases from China to manage short-term demand [14][15] - The company aims to leverage its brands that resonate well during economic downturns, offering value to consumers [18] - Strategic choices include growing brands through consumer obsession, leveraging scale, and opportunistic M&A [50] Management's Comments on Operating Environment and Future Outlook - The management acknowledged significant uncertainty and disruption due to global trade policy changes, impacting consumer behavior [11] - The company is not providing fiscal '26 guidance due to the volatile environment and is assessing the incremental tariff impact [53] - Management expressed confidence in navigating the current environment, drawing on past experiences during the pandemic [54] Other Important Information - The company reported the largest year of Project Pegasus savings, contributing to a 60 basis point increase in gross margin [24] - The acquisition of Olive & June is expected to perform well in a cost-conscious environment [84] - The company ended the fourth quarter with total debt of $917 million, reflecting the acquisition of Olive & June [69] Q&A Session Summary Question: Can you talk about the diversification of your manufacturing base? - Management indicated a blend of existing and new suppliers for diversification efforts, with a larger percentage being existing suppliers [88][90] Question: What is the potential cost increase of new manufacturing locations? - Management stated that they are seeing the ability to be cost-neutral irrespective of tariffs, with additional costs mainly from the transition process [93] Question: What are the expected tariff impacts for the year? - Management estimated over $200 million of impact to fiscal year '26 based on current tariff rates [105] Question: Do you expect positive free cash flow for the full year? - Management confirmed that they expect positive free cash flow for the full year [107] Question: What are the expectations for Q1 sales dynamics? - Management anticipates softness in Q1 due to various factors, including retailer adjustments and direct import impacts [110]

Helen of Troy (HELE) Q4 2025 Earnings Call April 24, 2025 09:00 AM ET Company Participants Sabrina McKee - Senior Vice President of Business Development and Investor RelationsNoel Geoffroy - CEOBrian Grass - Chief Financial OfficerBob Labick - President Conference Call Participants Rupesh Parikh - Senior Equity Research AnalystSusan Anderson - Managing Director & Senior AnalystPeter Grom - Equity Research Analyst Operator and welcome to the Helen of Troy Fourth Quarter Fiscal twenty twenty five Earnings Con ...