Nasdaq: HWKN FISCAL 2025, QUARTER 4 Investor Presentation Published: May 14, 2025 FORWARD-LOOKING STATEMENTS The information contained in this presentation includes "forward-looking statements" which reflect management's expectations or beliefs as of the date of this presentation. Hawkins, Inc. cautions that actual future results could differ materially from the forward-looking statements in this presentation. Actual results may be affected by many important factors including risks and uncertainties identif ...

Investor Presentation May 2025 Forward-Looking Statements & Non-GAAP Financial Measures Forward-looking statements This presentation includes "forward-looking" statements within the meaning of the federal securities laws. You can generally identify the company's forward-looking statements by words such as "will," "anticipate," "aspire," "believe," "could," "estimate," "expect," "forecast," "outlook," "intend," "may," "plan," "possible," "potential," "predict," "project," "seek," "target," "should," "would," ...

CLARUS Q1 EARNINGS PRESENTATION MAY 8, 2025 6 February 2023 TODAY'S PRESENTERS CLARUS Warren Kanders EXECUTIVE CHAIRMAN Clarus Strong balance sheet/prudent capital allocation Mike Yates CFO Clarus Neil Fiske PRESIDENT Black Diamond Equipment STRATEGIC PRIORITIES: Q1 HIGHLIGHTS IHLAR Positioned for long-term sustainable growth Black Diamond objective: Simplify and focus on the core Adventure objective: Invest to scale Strategic roadmap continues to guide execution Steady progress on key initiatives with over ...

Twin Vee PowerCats (VEEE) Q1 2025 Earnings Call May 08, 2025 12:00 PM ET Company Participants Joseph Visconti - President, CEO & Chairman of the BoardMichael Dickerson - Chief Financial & Administrative Officer Operator Welcome to the Twin V Power Cats Co. First Quarter twenty twenty five Investor Call. As a reminder, this call is being recorded, and all participants are in listen only mode. Your speakers for today's program are President and CEO, Joseph Fiscounti and Chief Financial Administrative Officer, ...

Gildan Activewear Inc. (GIL) has shown an outstanding 44.8% surge in its stock price over the past year. The stock has outperformed the broader Consumer Discretionary sector and the S&P 500, which posted increases of 12.6% and 9.7%, respectively. Meanwhile, the Zacks Textile - Apparel industry, in which the company operates, has fallen 15.4% in the same time frame.The company is benefiting from its Sustainable Growth strategy, which aims at delivering organic top and bottom-line growth via capacity expansio ...

Press contact: Sereydana OumTel.: +33 6 61 42 03 59E-mail: sereydana.oum@capgemini.com Capgemini confirms its ESG commitment with an updated policy and enhanced objectives As a responsible organization, Capgemini remains committed to the ESG priorities set out in 2021 while unveiling new ambitious targets Paris, May 6, 2025– Capgemini has updated its ESG policy and objectives set in 2021, reinforcing its commitment to sustainable growth, responsible business practices, and corporate accountability. The upd ...

Vivid Seats (SEAT) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Emily Epstein - General CounselStan Chia - CEO & DirectorLawrence Fey - Chief Financial OfficerAndrew Marok - Director Conference Call Participants Ryan Sigdahl - Partner & Senior Research AnalystCurtis Nagle - AnalystTom Forte - Managing Director & Senior Consumer Internet AnalystMaria Ripps - Managing Director, Senior Research AnalystCameron Mansson-Perrone - AnalystDaniel Kurnos - Equity Research AnalystRalph Schackart ...

Financial Data and Key Metrics Changes - In Q1 2025, the company reported net sales of $1.8 billion, a decrease of 4% compared to the prior year, while gross profit dollars increased by 12%, leading to a gross margin of 25.7%, up 350 basis points [16][19][20] - Adjusted operating income rose by 26% year over year to $273 million, driven by lower raw material costs and increased sales volume [16][19] - Adjusted earnings per share (EPS) for the quarter increased by $0.89, primarily due to an operating margin increase and lower financing costs [22][26] Business Line Data and Key Metrics Changes - The Texture and Healthful Solutions segment saw net sales increase by 1% and operating income grow by 34%, with a margin of 16.4%, up 400 basis points from the previous year [19][20] - Food and Industrial Ingredients LATAM reported a 7% decrease in net sales, but operating income improved by 26% to $127 million, benefiting from lower raw material costs [19][20] - In the U.S./Canada segment, net sales decreased by 4%, while operating income increased by 6% to $92 million, driven by lower raw material costs [19][20] Market Data and Key Metrics Changes - The company achieved a 3% organic growth in net sales volume, with a 7% increase in the Texture and Healthful Solutions segment [7][19] - The LATAM segment experienced a 2% decline in net sales volumes, primarily due to soft demand in brewing, although there was recovery in confectionery and bakery markets [8][19] - The U.S./Canada segment's strong volumes in brewing were offset by weaker sales of specialty starches for papermaking and packaging [8][19] Company Strategy and Development Direction - The company is focused on three strategic pillars: business growth, cost competitiveness, and a people-centric performance culture [10][12][13] - A $50 million investment was announced for the Cedar Rapids facility to expand specialty industrial starch capacity and support innovation in sustainable food packaging [11] - The company is committed to reducing earnings volatility through expanded hedging practices and operational excellence [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for the remainder of 2025, highlighting customer collaborations driving volume growth and the importance of monitoring economic indicators such as unemployment and food inflation [29][30] - The company does not anticipate significant financial impacts from current tariffs, as most products are produced and sold locally [27][30] - Management is actively monitoring the evolving trade environment and has set up a tariff response hub to navigate complexities [28][30] Other Important Information - The company received several recognitions, including being named one of Fortune's World's Most Admired Companies and one of Ethisphere's World's Most Ethical Companies [13][14] - Cash generated from operations was $77 million, with capital expenditures of $92 million planned for organic growth initiatives [22][23] Q&A Session Summary Question: Can you provide insights on the updated guidance for Q2 and segment performance? - Management indicated that Q2 guidance is against a strong prior year, with expectations for the U.S./Canada segment to remain strong despite seasonal weakness in LATAM [34][35] Question: How do you view the impact of recent prospective plantings on corn costs? - Management noted that while some corn costs are unhedged, they have hedged 80-85% of their needs, which helps stabilize pricing [38] Question: What are the expectations for volumes in the context of consumer uncertainty? - Management remains optimistic about mid-single-digit sales volume growth, driven by trends towards affordable formulations [46][49] Question: How does the sales mix look in light of potential consumer trade downs? - Management stated that the ingredients supplied to private label customers are not significantly impacted by trade downs, and clean label solutions are performing well [56][60] Question: Can you elaborate on the performance in LATAM and any portfolio shifts? - Management highlighted improved performance in LATAM due to a stable Argentine peso and strategic shifts in product mix to higher-margin uses [65][66] Question: What is the size of the Pakistan affiliate business and potential sale implications? - Management indicated that the Pakistan business is similar in size to the South Korea business, but details on potential sale proceeds are not yet available [68][70]

Financial Data and Key Metrics Changes - Sales for the first quarter of 2025 were $378 million, representing a 12% increase year-over-year [11] - Sales volume increased by approximately 7%, driven by improved operational performance and higher granular ammonium sulfate sales [11] - Adjusted EBITDA was $52 million with an adjusted EBITDA margin of 13.7% [12] - Adjusted earnings per share increased to $0.93, up $1.49 compared to the prior year [12] - Free cash flow was negative $23 million, an improvement of $49 million year-over-year [13] Business Line Data and Key Metrics Changes - In the Plant Nutrients segment, ammonium sulfate prices increased by 34% year-over-year, supported by higher energy costs and tighter supply-demand conditions [18] - The nylon business experienced a slow start but saw orders and pricing pick up, with stable domestic demand amid macroeconomic factors [21] - In Chemical Intermediates, acetone prices declined sequentially and year-over-year, but remained above cycle averages [24] Market Data and Key Metrics Changes - The North American corn planting season is expected to reach 95 million acres, supporting strong nutrient demand [19] - Domestic nylon demand remained stable, but global oversupply conditions continued to pressure pricing [22] - Acetone demand is expected to improve in the second quarter following downstream turnarounds and seasonal improvements [25] Company Strategy and Development Direction - The company is focused on operational excellence and maintaining high utilization rates to capture competitive cost advantages [6] - Continued investment in growth and enterprise initiatives is aimed at sustainably improving through-cycle profitability [9] - The company is well-positioned as a U.S.-based manufacturer aligned with domestic supply chains and energy markets [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying industry fundamentals supporting nutrient demand despite higher raw material prices [19] - The company is navigating a dynamic environment while focusing on cash flow management and disciplined investments [30] - Management highlighted the importance of maintaining a healthy balance sheet to enable strategic capital allocation [30] Other Important Information - The company received approximately $39 million in aggregated insurance proceeds related to the 2019 PES cumene supplier shutdown [9] - Capital expenditures for 2025 are forecasted to be between $145 million and $155 million, with a focus on maintaining operational safety and sustainability [16] Q&A Session Summary Question: Tactical moves in response to uncertainty - Management indicated that they are focused on delivering for customers and right-sizing inventory buffers without increasing inventory levels [38][39] Question: Assurance of sulfur supply - Management stated that they have a broad supply mix for sulfur and anticipate that supply will be ample for their needs [42] Question: Outlook for ammonium sulfate post-spring demand - Management confirmed a robust order book and expects record volume for the fertilizer year, with a focus on domestic demand growth [66] Question: Nylon market share and tariffs - Management noted that while tariffs could lead to higher costs, they are monitoring the engineering plastic demand closely and focusing on execution [61][62] Question: CapEx and acquisition opportunities - Management expressed interest in evaluating inorganic opportunities as they expect to bring base CapEx back in line after completing larger projects [69]

Roblox TodayRBLXRoblox$69.08 +2.03 (+3.02%) 52-Week Range$29.55▼$75.74Price Target$64.50Add to WatchlistRoblox's NYSE: RBLX stock price is gaining momentum and could realistically top $100 in 2025, driven by accelerating improvements in its core business fundamentals. While the company continues to report GAAP net losses, the underlying financial health is strengthening, with significant progress in key operational metrics that point to a sustainable growth trajectory.  Revenue growth remains solid, driven ...