AZZ (AZZ) Q1 2026 Earnings Call July 10, 2025 11:00 AM ET Company ParticipantsSandy Martin - Managing DirectorThomas Ferguson - President & CEOJason Crawford - CFODavid Nark - SVP - Marketing, Communications & IRAdam Thalhimer - Director - ResearchJonathan Braatz - PartnerConference Call ParticipantsGhansham Panjabi - Senior Research AnalystNick Giles - Senior Research AnalystDaniel Rizzo - AnalystMark Reichman - Senior Research AnalystGerry Sweeney - MD & Senior Research AnalystOperatorGood morning, and we ...

智通财经APP获悉，得益于无人系统及巡飞弹药的需求激增，AeroVironment(AVAV.US)公布了创纪录的 第四财季及全年业绩报告，营收、订单量和利润均创新高。受此提振，这家国防科技公司的股价周三盘 中一度飙升逾29%，触及250美元的历史新高。 这家总部位于弗吉尼亚州的企业第四季度营收达2.751亿美元，同比增长40%，创下公司史上最强单季 表现。全年营收增长14%至8.206亿美元，净利润达4360万美元。 截至4月30日，AeroVironment已签约待交付订单金额飙升至7.266亿美元，实现近倍增长。季度调整后 息税折旧摊销前利润(EBITDA)也创下6160万美元的新高，较上年同期增长近两倍。 尽管因地面车辆业务相关的一次性摊销费用导致毛利率微降至36%，但整体盈利能力显著提升。当季净 利润达1670万美元(每股收益0.59美元)，远超上年同期的600万美元。 展望未来，受益于BlueHalo并购及国防行业整体向好态势，AeroVironment预计2026财年营收将实现近 倍增长，达到19-20亿美元区间。预测调整后EBITDA为3-3.2亿美元，调整后每股收益2.80-3.00美元。不 ...

UFP Technologies (UFPT) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Ronald Lataille - SVP, Treasurer & CFOR. Jeffrey Bailly - Chairman & CEOJaeson Schmidt - Director of ResearchJustin Ages - Director - Equity ResearchAndrew Cooper - VP - Equity Research Conference Call Participants Brett Fishbin - Vice President & Senior Equity Research Analyst Operator Good day, and welcome to the UFP Technologies First Quarter of twenty twenty five Earnings Call. All participants will be in a liste ...

UFP Technologies (UFPT) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Good day, and welcome to the UFP Technologies First Quarter of twenty twenty five Earnings Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Also, please be aware that today's call is being recorded. I would now like to turn the call over to the Chief Financial Officer, Ron Lotae. Please go ahead, sir. Speaker1 Thank you, operator. Good morning and th ...

Enpro (NPO) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants James Gentile - Vice President, Investor RelationsEric Vaillancourt - President & Chief Executive OfficerJoe Bruderek - EVP & CFOJeffrey Hammond - Managing DirectorIan Zaffino - Managing Director Conference Call Participants Steve Ferazani - Senior Equity Analyst - Diversified Industrials & Energy Operator Greetings and welcome to the EnPro Q1 twenty twenty five Earnings Conference Call and Webcast. At this time, all participant ...

Financial Data and Key Metrics Changes - Consolidated sales for Q1 2025 were $455.2 million, a year-over-year decrease of 1% [14] - Fully diluted earnings per share were $0.67 for Q1 2025, down from $0.70 in Q1 2024 [14] - Gross profit was $163.9 million, slightly up from $163.6 million in the prior year, with a gross margin of 36%, an improvement of 50 basis points [15] - Operating income was $44.1 million, down 8% from $47.9 million in the prior year, with an operating margin of 9.7% [15][16] Business Line Data and Key Metrics Changes - Water Systems segment sales in the U.S. and Canada were up 2%, with groundwater pumping equipment sales increasing by 6% and water treatment products by 7% [17] - Distribution segment sales decreased by 3% to $141.9 million, primarily due to lower volumes and commodity price declines [19] - Energy Systems segment sales increased by 8% to $66.8 million, with operating income rising to $21.9 million and an operating margin of 32.8% [20][21] Market Data and Key Metrics Changes - Water Systems sales outside the U.S. and Canada decreased by 2%, impacted by a 5% decline due to foreign currency translation [18] - The Energy Systems segment recorded growth across key product lines, supported by robust demand in the U.S. energy sector [11] Company Strategy and Development Direction - The company is focused on faster-growing markets, operational efficiency, and integrating recent acquisitions to enhance customer service [6][7] - Strategic acquisitions in Q1 2025 included PumpEng and Barnsley, aimed at expanding product offerings and market reach [28] - The company is committed to innovation and new product development, with a focus on high-growth verticals [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying business fundamentals despite challenges from tariffs and one-time costs [7][10] - The company is adjusting the lower end of its EPS guidance by $0.10, while maintaining full-year sales expectations [24] - Management noted that the business is largely in region for region, which historically tends to be resilient even during economic softness [29] Other Important Information - The effective tax rate for the quarter was 25%, up from 22% in the prior year, impacting EPS by approximately $0.03 [22] - The company ended Q1 2025 with a cash balance of $84 million and used $19.5 million in net cash flows from operating activities [23] Q&A Session Summary Question: Insights on the energy segment margins - Management indicated that while margins are strong, they do not expect the same growth as in previous quarters but anticipate maintaining strong margins due to smarter solutions and effective cost management [34] Question: Order trends in the water segment - Management believes the order growth is organic and not significantly influenced by tariff pull-forward, with selective inventory positioning to mitigate potential tariff impacts [35][36] Question: M&A priorities in the distribution segment - Management remains open to M&A opportunities in the distribution space but is currently focused on operational efficiencies and serving the market [39][40] Question: Tariff exposure and groundwater business performance - Management stated that the overall percentage of COGS from China is under 10%, and groundwater sales in North America showed strong growth, with residential sales up 11% and agricultural sales up 3% [48][51] Question: Organic book to bill ratio in water - The organic book to bill ratio was above one for the quarter, with backlog up mid to high single digits [57]

报名：首届全球眼科大会 | 参会须知 报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 奖项申报 合作伙伴征集：2025全球手术机器人大会 2025年4月15日， 强生 Johnson & Johnson (NYSE: JNJ) 受第一季度业绩和关税影响， 股价略有下跌。15日 下午的交易中，强生股价下跌近 1%，至 每股 153.21 美元。 在公司第一季度财报电话会议上，首席财务官Joseph Wolk 首次向 CNBC 概述此次关税成本预计达到4亿美元（约合30亿人民币），并解释了特朗普政府 关税政策对公司可能产生哪些影响。 # 财报亮点 | | | Q1 | | | --- | --- | --- | --- | | ($ in Millions, except EPS) | 2025 | 2024 | % Change | | Reported Sales | $21,893 | $21,383 | 2.4% | | Net Earnings | $10,999 | $3,255 | 237.9% | | EPS (diluted) | $4.54 | $1.34 | 238.8% ...

Bowman Consulting Group (BWMN) Q4 2024 Earnings Call March 12, 2025 05:10 PM ET Company Participants Gary Bowman - CEO & ChairmanBruce Labovitz - CFOJustin Hauke - Vice President and Senior Research Associate Conference Call Participants Aaron Spychalla - Research AnalystBrent Thielman - MD & Senior Research AnalystJeff Martin - Director of Research & Senior Research Analyst Operator Good morning. My name is Becky, and I'll be your conference operator today. At this time, I would like to welcome everyone to ...

Limbach Holdings, Inc. (NASDAQ:LMB) Q4 2024 Earnings Conference Call March 11, 2025 9:00 AM ET Company Participants Julie Kegley - Financial Profiles Mike McCann - President & Chief Executive Officer Jayme Brooks - Executive Vice President & Chief Financial Officer Conference Call Participants Rob Brown - Lake Street Capital Gerry Sweeney - ROTH Capital Brian Brophy - Stifel Mike McCann Good morning. Welcome to our stockholders, analysts, and interested investors. We appreciate you joining us today. Through ...