Nexans Mixed Shareholders’ Meeting of May 15th, 2025 _PRESS RELEASE_ Paris La Défense, on May 15th, 2025 – Nexans Annual Shareholders' Meeting, held today in Paris, approved all 27 resolutions agreed by the Board of Directors. The voting results are available on the Nexans website. The Shareholders’ Meeting was broadcast live in French and English, and a replay will be available shortly on this same website.The shareholders adopted all the resolutions submitted, and thus approved: The distribution of a divi ...

NORTHBOROUGH, Mass., May 14, 2025 /PRNewswire/ -- Aspen Aerogels, Inc. (NYSE: ASPN) ("Aspen" or the "Company"), a technology leader in sustainability and electrification solutions, today announced that the Company is scheduled to participate in the 25th Annual B. Riley Securities Investor Conference on Wednesday, May 21, 2025 and Thursday, May 22, 2025, to be held at the Ritz-Carlton in Marina Del Rey, CA.Donald R. Young, President & CEO, and Ricardo C. Rodriguez, CFO & Treasurer, will be hosting one-on-one ...

An updated edition of the March 21, 2025, article.The auto industry is in the middle of a historic shift, and electric vehicles (EVs) are driving the change. While headlines today are filled with the talk of tariffs under the Trump administration, the long-term outlook for the EV industry looks bright. Global sales of electric vehicles are expected to grow 19.2% this year, per Autovista Group. It projects EV sales to hit 21.3 million units this year, with China leading the charge. Long-term expectations dep ...

Summary of Dover's Conference Call Company Overview - **Company**: Dover Corporation - **Event**: 2025 Conference Call - **Date**: May 13, 2025 Key Points Acquisition of Secora - Dover announced the acquisition of Secora, a global leader in precision measurement solutions based in Germany, with an enterprise value of approximately EUR 550 million [2][3] - Expected revenues from Secora are projected to exceed EUR 100 million this year, with a margin profile consistent with Dover's Pumps and Process Solutions segment [3][4] - The acquisition is seen as complementary to Dover's Polymer Processing platform, enhancing technology and recurring revenue opportunities [4][5] Financial Profile and Growth - Dover has invested over $1 billion in its polymer processing platform over the past decade, including the acquisition of Secora [5] - Secora's customer base includes blue-chip companies, providing opportunities for cross-selling, particularly in the wire and cable market, which benefits from global electrification investments [6][7] Capital Allocation and M&A Strategy - Dover has $1.8 billion in cash, with the Secora acquisition utilizing only a third of that amount, indicating potential for further M&A activity [11][12] - The company is engaged in discussions for various small tuck-in acquisitions, although no imminent deals are expected [12][13] Supply Chain and Production - Dover is assessing the potential shift of production and supply chains to the U.S. due to tariff discussions, but current exposure to China is limited (5% of revenue and 6% of cost) [19][21] - The company maintains a flexible supply chain strategy, allowing for adaptability in response to market conditions [22][32] Biopharma and Medical Segment - The biopharma segment generated mid-200 million in revenue in 2024, with expectations for double-digit growth moving forward [38][39] - The growth is attributed to a recovery in demand rather than merely a comp issue, indicating a fundamental demand increase [41][42] Clean Energy and CO2 Systems - Dover's clean energy segment, particularly in LNG, is expected to grow significantly, driven by favorable market conditions and technology investments [60][61] - The CO2 systems business is also experiencing growth, with global revenues projected in the mid-200 million range for 2024 [50][54] Automation Investments - Dover is focusing on automation across all segments, with significant capital allocated to enhance productivity and efficiency [34][36] - The company has seen substantial benefits from past automation investments, particularly in the capital goods sector [36] Thermal Connectors and Data Centers - The thermal connectors segment for liquid cooling in data centers is projected to exceed $30 million in 2024, with strong growth anticipated due to increased demand for high-performance computing [75][76] - The shift from air to liquid cooling is accelerating demand, driven by higher energy requirements from new chip technologies [79][80] European Heat Pumps - There is a positive outlook for the European heat pump market, with signs of demand recovery after a period of destocking [89][90] - The company is optimistic about growth opportunities in various markets, including HVAC and district energy systems [90] Additional Insights - Dover's management is closely monitoring macroeconomic conditions and their impact on demand, particularly in the context of tariffs and supply chain dynamics [32][33] - The company remains committed to its capital expenditure plans and is not altering its guidance despite market uncertainties [31][32] This summary encapsulates the key discussions and insights from Dover's conference call, highlighting the company's strategic initiatives, financial outlook, and market positioning across various segments.

Power Integrations (POWI) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Joe Shiffler - Director of Investor Relations & Corporate CommunicationsBalu Balakrishnan - Chairman & CEOSandeep Nayyar - VP of Finance and CFORoss Seymore - Managing DirectorTore Svanberg - Managing Director Conference Call Participants David Williams - Equity Research AnalystChristopher Rolland - Senior Equity AnalystGus Richard - MD & Senior Research Analyst Operator Good afternoon, ladies and gentlemen, and we ...

Financial Data and Key Metrics Changes - Revenues for Q1 were $106 million, up 15% year over year and flat sequentially [15] - Non-GAAP EPS for Q1 was $0.31, with a non-GAAP gross margin of 55.9%, up 80 basis points from the prior quarter [15][17] - Cash flow from operations was $26 million, with CapEx at $6 million [18] Business Line Data and Key Metrics Changes - Consumer revenues increased about 20% sequentially, driven by appliances and air conditioning [16] - Industrial revenues decreased 3% sequentially, below expectations due to seasonality [16] - Computer and Communication categories saw declines in mid-teens and mid-20s respectively, largely driven by seasonality [16] Market Data and Key Metrics Changes - All four end markets were up year over year, with consumer and computer categories leading with over 20% growth [6] - Industrial is expected to be the fastest-growing market this year, driven by high power design wins [10] Company Strategy and Development Direction - The company is focusing on high voltage semiconductors to meet demand trends in energy efficiency, artificial intelligence, and electrification [14] - The outlook for the second half of the year is highly dependent on trade policy, but the company expects to benefit from low channel inventories [13][50] Management's Comments on Operating Environment and Future Outlook - Management noted stable bookings and healthy distribution inventory, with no significant changes in business trends since the tariff announcement [5][6] - The company anticipates a seasonally higher second quarter, with revenues expected to be $115 million plus or minus $5 million [12][19] Other Important Information - The company has authorized an additional $50 million for share repurchases, following $23 million spent in Q1 [18][19] - Channel inventory is at 7.9 weeks, considered normal, with consumer inventory below normal levels [51][63] Q&A Session Summary Question: Changes in ramp timing or volume for design wins - Management indicated that the high power delay is unrelated to tariffs and is specific to a particular program, expected to ramp in Q2 [22][24] Question: Trends for margins for the rest of the year - Management expects non-GAAP gross margin to remain steady around 55.5% for the year, with operating margins benefiting from revenue increases in Q3 and Q4 [25] Question: Strength in automotive design wins - Management reported better than anticipated performance in automotive, with expectations of reaching around $100 million in revenue by 2029 [30][31] Question: Consumer segment and tariff-related demand - Management noted that demand in the consumer segment was better than anticipated, with a few million dollars in additional revenue attributed to tariff-related pull-ins [39][41] Question: Impact of tariffs on the second half outlook - Management stated that so far, there have been no unusual impacts from tariffs, and they expect mid-teens growth if tariffs do not affect demand [50] Question: Geographic demand and shifts in manufacturing - Management observed that OEMs in China are pragmatic and continue to use their products, with some manufacturing shifting to India and Vietnam [55][57] Question: Impact of currency fluctuations on gross margins - A 10% change in the yen impacts gross margins by about 100 to 120 basis points, with current benefits from a weaker yen [58][59]

| 二、目的、意义 | | | --- | --- | | 目的、意义 | 近年来,随汽车电动化、智能化的快速发展,隐藏式车门把手 | | | 凭借美观、科技感强等优势被广泛应用。市场上的车门把手产品呈 | | | 现出工作原理、形式多样化趋势,在市场应用过程中暴露出以下问 | | | 题:强度不足、控制逻辑潜在安全风险、识别操作难(隐蔽无标志)、 | | | 断电失效、夹手等,潜在逃生、救援风险。上述问题带来了潜在的 | | | 逃生与救援风险。如:碰撞、起火等事故中,造成断电现象,使电 | | | 动式外门把手、电动式车门内把手失效,增大救援及逃生阻碍:无 | | | 明显、统一标志,增加紧急情况下的操作难度。 | | | 从救援逃生角度,强化汽车车门外把手在碰撞以及车辆起火等 | | | 事故场景的安全逻辑,增加机械或者断电保护等安全冗余设计要求, | | | 保证断电、碰撞等事故中车门系统能够开启,从而进行救援及逃生 | | | 活动:保证翻滚、坠落事故中,能够防止门把手的误作用,从而降 | | | 低乘员跌落风险:规范隐藏式车门内把手、应急式车门内把手易于 | | | 识别的安全标志,保证标志可见性 ...

Core Viewpoint - BorgWarner Inc. is facing significant challenges due to higher tariffs and rising selling, general and administrative (SG&A) expenses, leading to a recommendation to offload the stock from portfolios [1]. Group 1: Financial Performance and Guidance - The company has reduced its guidance for adjusted operating margin to a range of 9.6% to 10.2%, down from the previous estimate of 10.0% to 10.2%, reflecting a 20 basis point impact from higher tariffs [2]. - BorgWarner anticipates free cash flow of $650 million to $750 million in 2025, indicating a year-over-year decline of $29 million at the midpoint of the guidance [3]. - The Zacks Consensus Estimate for 2025 sales and earnings suggests a year-over-year decline of 2.57% and 2.78%, respectively, with earnings estimates for 2025 and 2026 moving down by 8 cents and 12 cents [6]. Group 2: Cost Structure and Debt - The company is experiencing high SG&A costs, which are expected to persist, alongside elevated research and development expenses related to electrification programs, limiting profit margins [3]. - BorgWarner's long-term debt increased to $3.8 billion as of March 31, 2025, up from $3.76 billion at the end of 2024, which restricts financial flexibility [4]. Group 3: Competitive Landscape - BorgWarner competes with larger manufacturers and distributors, including Robert Bosch GmbH, Denso Corporation, and others, which may have economic advantages such as lower labor costs and subsidies [5]. - Increased competition could negatively impact BorgWarner's business prospects [5].

Willdan Group (WLDN) Q1 2025 Earnings Call May 08, 2025 05:30 PM ET Company Participants Al Kaschalk - Vice PresidentMichael Bieber - CEO & DirectorCreighton Early - Executive VP & CFO Conference Call Participants Craig Irwin - Managing Director, Senior Research AnalystTim Moore - Managing Director, Senior Research Analyst Operator Greetings and welcome to the Welldan Group First Quarter Fiscal Year twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mod ...

Allient (ALNT) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Company Participants Craig Mychajluk - Managing Director Richard Warzala - Chairman, CEO & PresidentJames Michaud - Senior VP & Chief Financial OfficerOrin Hirschman - Managing MemberRobert Van Voorhis - Founder & CEO Conference Call Participants Greg Palm - Senior Research AnalystGerry Sweeney - Managing Director, Senior Research Analyst Operator Please note that this event is being recorded. I would now like to turn the conference over to Craig ...