Helen of Troy (NasdaqGS:HELE) FY 2026 Conference January 13, 2026 08:30 AM ET Speaker2That they're going forward, but those are our priorities, as I talked about last week in the earnings call. Now, Brian, if there's anything you want to add?Speaker1No, just that over the last year or two, we adopted some different organizational structures, more centralization, and I think have come to the realization that putting things back closer to the brand makes more sense, and so that's something we've already kind ...

康龙化成（300759）(03759)公布，该集团预期2025年实现营收约138.72亿-142.4亿元，同比增长 13%-16%;归属于上市公司股东的净利润约16.14亿-16.86亿元，同比下降6%-10%;扣非净利约15.07 亿-15.62亿元，同比增长36%-41%;经调整的非《国际财务报告准则》下归属于上市公司股东的净利润约 17.675亿-18.48亿元，同比增长10%-15%。 按业绩预告中位值测算，2025年第四季度，公司营业收入同比增长14.79%、归属于上市公司股东的扣 除非经常性损益后的净利润同比增长54.09%、经调整的非《国际财务报告准则》下归属于上市公司股 东的净利润同比增长16.36%。 ...

Core Insights - Taylor Devices, Inc. (TAYD) shares have increased by 7.2% since the earnings report for the quarter ended November 30, 2025, outperforming the S&P 500 index, which grew by 0.5% during the same period [1] - The stock has seen a significant rise of 39.3% over the past month compared to the S&P 500's 0.2% growth, indicating strong investor optimism [1] Financial Performance - For the fiscal second quarter, earnings per share rose to 64 cents, up from 34 cents in the prior-year quarter [2] - Net sales reached $11.6 million, a 36% increase from $8.5 million in the same period last year [2] - Net income nearly doubled, increasing by 90% to $2 million from $1.1 million [2] - Gross profit for the quarter was $5.5 million, up from $3.9 million a year earlier, with gross margin expanding to 47% from 45% [2] Revenue Drivers and Customer Segments - The increase in quarterly revenues was primarily driven by a 91% year-over-year boost in short-duration, non-long-term projects, while long-term project revenues rose by 7% [3] - Domestic sales surged by 45%, while international sales declined by 30%, attributed to normal fluctuations in structural project activity [3] - Sales in the aerospace/defense sector jumped by 58%, and industrial customer sales rose by 29% [3] Customer Composition - Aerospace/defense accounted for 69% of sales in the quarter, up from 59% a year ago, while structural sales comprised 21% and industrial customers made up 10% [4] - The total backlog at the end of the quarter was $25.1 million across 134 open sales orders, down from $34.5 million a year earlier [4] Expense Trends and Operating Performance - Research and development (R&D) spending rose to $0.2 million, an increase of 108% from $0.1 million a year ago, representing 1.8% of quarterly net revenues compared to 1.2% previously [5] - Selling, general and administrative (SG&A) expenses amounted to $3 million, a 6% year-over-year increase, but declined as a percentage of revenue to 26% from 33% [6] - Operating income doubled to $2.2 million, up from $0.9 million in the same period a year ago, driven by higher revenue and improved gross margins [7] Management Commentary - Management noted that quarterly gains were due to favorable backlog conversion into revenues, particularly for short-term projects [8] - The decline in international sales reflects natural variability in demand across regions [8] Future Outlook - The company invested $1.5 million in capital expenditures during the six-month period and plans an additional $1.7 million over the next twelve months to expand manufacturing capacity [9] - The growth in short-duration project revenues provided a temporary lift, while the mix of customer segments tilted more heavily toward aerospace/defense [10] - The backlog decline indicates successful project conversion but may require replenishment to sustain growth [10]

Financial Data and Key Metrics Changes - Revenue increased by 8.8% to $79.4 million, with Med Tech up 13% and Med Device up 5.6% [12][5] - Adjusted EBITDA nearly doubled year-over-year to $5.9 million from $3.1 million [21] - Gross margin improved to 56.4%, a 170 basis point increase from the previous year [18] - Adjusted net loss reduced to $0.1 million, or an adjusted loss per share of $0.001, compared to a loss of $1.7 million or $0.04 per share last year [21] Business Line Data and Key Metrics Changes - Med Tech revenue was $35.7 million, a 13% increase, contributing 45% of total revenue [12][13] - Auryon platform revenue grew 18.6% to $16.3 million, marking 18 consecutive quarters of double-digit growth [13][14] - Mechanical thrombectomy revenue increased by 3.9% to $11 million, with AlphaVac growing 40.2% to $3.5 million, while AngioVac revenue decreased by 7.5% to $7.5 million [14][15] - NanoKnife revenue rose 22.2% to $7.3 million, driven by prostate procedures [16] Market Data and Key Metrics Changes - International sales for Auryon are beginning to contribute following CE Mark approval, with expectations for growth in the atherectomy market [6][44] - The company is targeting expansion into coronary applications, although significant R&D spending is not expected this year [46] Company Strategy and Development Direction - The company is focused on increasing penetration in hospitals and expanding its addressable market through various studies and regulatory approvals [6][8] - The leadership transition is underway, with the current CEO announcing retirement plans, which may impact strategic direction [26][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to balance revenue growth with profitability, raising full-year guidance for revenue and adjusted EBITDA [5][23] - The company anticipates continued growth in Med Tech and a slight increase in Med Device sales, with gross margin expected to remain stable [24][23] Other Important Information - The company received favorable court rulings regarding patent litigation, eliminating potential financial liabilities [25] - The transition to a distribution model in France is expected to enhance international sales and market presence [16] Q&A Session Summary Question: Comments on gross margin expectations - Management noted strong gross margin performance driven by positive pricing and product mix, but structural underabsorption is expected in the second half due to manufacturing transitions [31][33] Question: Insights on mechanical thrombectomy performance - Management highlighted strong growth in AlphaVac and expressed confidence in AngioVac's future growth despite a tough year-over-year comparison [34][35] Question: Update on prostate procedures and CPT code changes - Management is optimistic about the impact of the new CPT code on adoption rates, particularly in the Medicare market, and noted strong capital sales related to this [40][41] Question: Adjusted EBITDA expectations for the third quarter - Management expects positive EBITDA in the third quarter but not as robust as the first half due to planned investments [42] Question: International sales expectations for Auryon - Management is pleased with the uptake of Auryon internationally and anticipates gradual growth in sales as awareness increases [44]

Group 1 - The core point of the article is that Pengding Holdings announced a projected consolidated revenue of RMB 424,355 million for December 2025, representing a 30.74% increase compared to the same period last year [1]

（文章来源：证券日报） 证券日报网讯 12月29日，川发龙蟒在互动平台回答投资者提问时表示，2025年前三季度，公司实现营 业收入73.87亿元，同比增长22.06%。 ...

恒烁股份公告称，国元证券对其2025年度规范运作情况现场检查。2025年1-9月，公司实现营收 30,591.21万元，同比增长16.02%；净利润-9,532.92万元。营收增长因拓展市场份额、加快去库存，但因 产品售价和毛利率低、费用投入高、计提存货跌价准备等因素，业绩持续亏损。保荐机构认为公司在多 方面运作符合要求，将持续关注其经营状况，督促履行信息披露义务，并建议公司关注业绩亏损风险， 完善治理结构，合理安排资金使用。 ...

（编辑 任世碧） 证券日报网讯 12月22日，维峰电子在互动平台回答投资者提问时表示，公司始终专注股东回报和高质 量的经营业绩，同时致力于加速提升营业收入。2025年1月-9月，公司共实现营业收入5.13亿元，同比 增长33.49%。随着公司东莞、昆山、泰国三大产能基地陆续投产，公司产能规模将上一个台阶。未 来，公司将积极推进在新兴领域的战略布局，协同当前已有业务基点，努力培育新的营收增长点，力争 以更好的经营成果回报广大投资者的信任与支持。 ...

"我们对在2026年实现扭亏为盈、成功'摘U'充满信心。"芯联集成（688469.SH）董事长兼总经理赵奇日 前做客《沪市汇·硬科硬客》第二季第7期节目"科创成长层'成长记'"时表示，预计公司2025年全年营业 收入将达到80亿元—83亿元，同比增长23%—28%；2026年营业收入突破百亿元大关。（中经记者 孙汝 祥 夏欣 北京报道） 0:00 ...

SoFi Technologies Inc.'s (NASDAQ: SOFI) chief executive officer stated at a conference earlier this year that the fintech company is targeting 30% member growth and 20% revenue growth. ...