Quest Resource (QRHC) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Company Participants Dave Mossberg - Founder & CEODaniel Friedberg - ChairmanBrett Johnston - Chief Financial OfficerPerry Moss - President & CEONelson Obus - Co-Founder & CIOGreg Kitt - General Partner - InvestmentsGeorge Melas-Kyriazi - President Conference Call Participants Aaron Spychalla - Research AnalystGerry Sweeney - Managing Director, Senior Research AnalystOwen Rickert - Senior Research Analyst Operator Good day, everyone, and w ...

Ardent Health Partners (ARDT) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants David Styblo - SVP - Investor RelationsMarty Bonick - CEOAlfred Lumsdaine - Chief Financial OfficerWhit Mayo - Senior Managing DirectorCraig Hettenbach - Executive DirectorBen Hendrix - Vice PresidentBenjamin Rossi - Equity Research Associate Conference Call Participants Ann Hynes - Senior Healthcare Services Equity Analyst & Managing DirectorJoanna Gajuk - Equity Research AnalystMatthew Gillmor - Director & Eq ...

Ardent Health Partners (ARDT) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to the Ardent Health Partners First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. As a reminder, today's call is being recorded. I will now hand today's call over to David Styblo, Senior Vice President of Investor Re ...

Lear (LEA) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Timothy Brumbaugh - VP of IRRay Scott - President, CEO & DirectorJason Cardew - Senior VP & CFOJoseph Spak - Managing DirectorJohn Murphy - Managing Director Conference Call Participants Dan Levy - Senior Equity Research AnalystEmmanuel Rosner - Managing Director - Senior Autos & Auto Technology AnalystColin Langan - Automotive & Mobility AnalystItay Michaeli - Equity Analyst Operator Good morning, everyone, and welcome to the Le ...

Lear (LEA) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Speaker0 Good morning, everyone, and welcome to the Lear Corporation First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please also note today's event is being recorded. I would now like to turn the conference call over to Tim Brumbaugh, Vice President, Investor Relations. Please go ahead. Speaker1 Thanks, Jamie. Good mor ...

SI-BONE (SIBN) Q1 2025 Earnings Call May 05, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to CyBone's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. We will be facilitating a question and answer session towards the end of today's call. As a reminder, this call is being recorded for replay purposes. I would now like to turn the call over to Saqib Iqbal, Vice President, FP and A and Investor Relations at CyBone for a few introducto ...

Financial Data and Key Metrics Changes - In Q1 2025, Zimmer Biomet reported net sales of $1.909 billion, reflecting a 1.1% increase on a reported basis and a 2.3% increase excluding foreign currency impact [27] - Adjusted earnings per share (EPS) for the quarter was $1.81, down from $1.94 in the prior year, attributed to higher costs and investments [32] - The company generated $279 million in free cash flow, demonstrating robust growth compared to the previous year [26] Business Line Data and Key Metrics Changes - U.S. hips sales grew nearly 4%, while U.S. knees saw a modest growth of 0.2% [29] - The S.E.T. segment grew by 4.9%, with notable growth in CMFT and Sports categories [30] - International sales grew by 3.7%, driven by mid-single digit growth in knees and high-single digit growth in S.E.T. [28] Market Data and Key Metrics Changes - The U.S. market showed a 1.3% growth overall, with hips and S.E.T. driving performance [27] - Internationally, hips grew by 2.4%, with U.S. hips growing at 3.7% and international hips at 1% [29] - The company anticipates a full-year organic constant currency revenue growth of 3% to 5% for 2025 [10] Company Strategy and Development Direction - Zimmer Biomet is focusing on three strategic priorities: people and culture, operational excellence, and innovation and diversification [12] - The company aims to enhance its U.S. market performance through leadership changes and optimizing sales channels [14] - The recent acquisition of Paragon 28 is expected to contribute approximately 270 basis points to sales growth in 2025 [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the full-year guidance despite challenges such as tariffs and foreign exchange impacts [34] - The company is optimistic about new product launches and expects second-half growth to be higher than the first half due to favorable comparisons and new product uptake [35] - Management acknowledged the need for improved performance in the U.S. knee segment and is implementing strategies to enhance competitiveness [81] Other Important Information - The company reported a reduction in days on hand inventory from over 400 days in early 2024 to approximately 370 days [15] - The Paragon 28 acquisition was successfully integrated with minimal disruption, retaining key leadership and sales teams [110] Q&A Session Summary Question: Impact of tariffs on EPS and mitigation efforts - Management detailed steps taken to mitigate tariff impacts, including optimizing country of origin and sourcing adjustments, expecting a $60 million to $80 million headwind for 2025 [45][46] Question: Growth expectations and new product impacts - Management indicated confidence in achieving mid-single digit growth in the second half of 2025, driven by new product launches and improved execution [56][57] Question: Performance in ASC versus hospital channels - The company noted that over 20% of U.S. sales now come from the ASC environment, with expectations for continued growth in this area [94] Question: Pricing trends and future expectations - Management expects pricing to remain flat for 2025, with a stable environment compared to historical norms, despite previous fluctuations [68][69] Question: Clarification on the Paragon acquisition integration - The integration of Paragon 28 is progressing well, with all key personnel retained and ongoing product innovations maintained [110]

Enviri (NVRI) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants David Martin - VP - IR, Corporate FP&A & Business IntelligenceF. Nicholas Grasberger - Chairman, Director & CEOTom Vadaketh - SVP & CFODavis Baynton - Senior Equity Research Associate Conference Call Participants Larry Solow - Partner & Managing director - Equity AnalystRob Brown - Founding Partner & Senior Research Analyst Operator everyone to the Enviro Corporation First Quarter twenty twenty five Release Conference Call. Al ...

FARO (FARO) Q1 2025 Earnings Call April 24, 2025 08:00 AM ET Company Participants Michael Funari - PartnerPeter Lau - President & CEOMatthew Horwath - Senior VP & CFO Conference Call Participants James Ricchiuti - Senior AnalystGreg Palm - Senior Research Analyst Operator Good day, everyone, and welcome to the Ferro Technologies First Quarter twenty twenty five Earnings Call. For opening remarks and introductions, I will now turn the call over to Michael Fenari at Sapphire Investor Relations. Please go ahea ...

Petco Health and Wellness Company (WOOF) Q4 2025 Earnings Call March 27, 2025 02:46 AM ET Company Participants Tina Romani - Investor RelationsJoel Anderson - CEOSabrina Simmons - CFOSteven Forbes - Senior Managing DirectorDavid Lance Hays - Senior Due Diligence Consultant & Senior Assistant Vice PresidentSeth Basham - MD - Equity Research Conference Call Participants Steven Zaccone - AnalystMichael Lasser - Equity Research Analyst - Hardlines, Broadlines & Food RetailOliver Wintermantel - AnalystSimeon Gut ...