Financial Data and Key Metrics Changes - 2025 was a record year for sales, EPS, and free cash flow, each growing at or above 30% [5][19] - Fourth quarter sales were up 42% and 24% organically, with adjusted EPS growing 53% [8][14] - Free cash flow was $189 million in Q4, up 26% year-over-year, and full-year free cash flow reached $561 million, growing 31% [7][19] Business Line Data and Key Metrics Changes - Infrastructure sales grew over 50%, driven by data centers, which represented approximately $1 billion in 2025 [5][9] - Systems protection sales increased 58%, with organic growth of 34% [17] - Electrical connections sales grew 15%, with organic sales up 8% [18] Market Data and Key Metrics Changes - Americas sales grew approximately 30%, while Europe was up high single digits; Asia Pacific saw a decline [9] - The backlog at the end of the year was $2.3 billion, triple the amount from the previous year [6][44] Company Strategy and Development Direction - The company transformed its portfolio by divesting the thermal management business and acquiring EPG, increasing exposure to the high-growth infrastructure vertical [5][11] - The infrastructure vertical is expected to grow at approximately 20% in 2026, driven by AI data center CapEx acceleration [12] - The company plans to invest in new products, capacity, and supply chain resiliency, with a focus on growth [20][21] Management's Comments on Operating Environment and Future Outlook - Management expects another year of record performance in 2026, with reported sales growth of 15%-18% and adjusted EPS growth of 20%-24% [7][22] - Inflation is anticipated to impact margins, but price and productivity are expected to offset these effects [32][46] - The company is confident in its growth trajectory and the strength of its backlog, which supports its guidance for the year [44][110] Other Important Information - The company launched 86 new products in 2025, contributing approximately 10 points to sales growth [9][10] - The company received multiple awards for its ethical practices and sustainability efforts [26] Q&A Session Summary Question: Impact of inflation and growth investments on 2026 guidance - Management expects higher inflation in 2026 but plans to address it through strong productivity and pricing [32] Question: Customer reception to new liquid cooling products - Customer reception has been strong, with new products expected to contribute to growth in 2026 [36] Question: Backlog recognition profile and order trends - The backlog is primarily in data centers and power utilities, with most expected to be recognized in 2026 [43][44] Question: Operating margins and pricing dynamics - Management expects margin expansion in 2026, with pricing and productivity offsetting inflation [46] Question: Trends in industrial orders and growth visibility - Industrial orders are expected to grow mid-single digits, supported by investments in CapEx and automation [75] Question: Liquid cooling market potential and competition - Liquid cooling is expected to grow significantly, with less than 30% of data centers currently utilizing it [63][78] Question: M&A pipeline and activity - The company has a strong M&A pipeline and remains disciplined in pursuing new acquisitions [99]

nVent Fourth Quarter and Full-Year 2025 Earnings Presentation February 6, 2026 1 In July 2024 we announced an agreement to sell the Thermal Management business and this divestiture was completed in January 2025. Accordingly, the Company is reporting the results of that business as discontinued operations. All results referenced throughout this presentation are on a continuing operations basis unless otherwise stated. Q4 '25 Earnings Presentation Forward-Looking Statement and Key Definitions Caution Concerni ...

We came across a bullish thesis on Amphenol Corporation on The Macro and Equity Notes’s Substack by The Macro & Equity Pulse. In this article, we will summarize the bulls’ thesis on APH. Amphenol Corporation's share was trading at $130.00 as of February 4th. APH’s trailing and forward P/E were 44.03 and 33.33  respectively according to Yahoo Finance. Analysts Are Trying To Badly Catch Up To Applied Materials, (AMAT) Says Jim Cramer Amphenol Corporation (APH) is a quietly essential player in the electrifi ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $103 million, with a non-GAAP EPS of $0.23 per share, marking a 6% increase in full-year revenue and an 8% growth in non-GAAP EPS compared to the previous year [4][15] - Cash flow from operations reached $112 million for the year, an increase of $30 million from the prior year [4][20] - Non-GAAP gross margin for the year was 55.1%, up 70 basis points from the prior year [19] Business Line Data and Key Metrics Changes - Industrial revenue was down 23% sequentially in Q4 but had a strong year overall with a 15% increase [15][19] - Consumer revenue, primarily from appliances, decreased by 13% sequentially in Q4 due to excess inventory but was slightly up for the full year [16][19] - Communications revenue grew 15% sequentially in Q4, driven by new design ramps in cell phone and India 5G broadband [16] Market Data and Key Metrics Changes - The industrial market is expected to be the fastest-growing segment in 2026, with strong Q1 expectations [6] - Revenue outside of cell phone applications averaged 12% growth over the past two years, with industrial revenue growing 15% in 2025 [8] - The consumer market continues to face headwinds, including low existing home sales in the U.S. and ongoing softness in the Chinese housing market [5] Company Strategy and Development Direction - The company is focusing on aligning expenses with revenue through workforce restructuring, reducing global workforce by about 7% [4][5] - Investment priorities are shifting towards markets like AI data centers, industrial, and automotive, leveraging expertise to solve power challenges [7][8] - The company aims to enhance customer-focused product development and accelerate time to market [12][39] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about returning to growth in 2026, with plans for similar growth levels year over year [35] - The consumer business is still facing challenges, but improvements are expected if housing market conditions improve [34][35] - The company is committed to maintaining rigorous operational efficiency and focusing on high-growth segments [22][45] Other Important Information - Non-GAAP operating expenses for Q4 were $45 million, below the outlook of $47 million, reflecting cost control measures [17] - The effective tax rate for the quarter was expected to be in the range of 7%-8% due to changes in tax credits [21] Q&A Session Summary Question: Plans to address high channel inventory - Management acknowledged the need to reduce channel inventory and is focused on achieving a healthier level through rigorous planning [25][26] Question: Long-term growth from high power, automotive, and data center segments - Management indicated that while GaN is already meaningful, automotive and data center contributions will take more time to materialize [28][30] Question: Current demand cycle status - Management believes the consumer business is still facing headwinds but sees potential for improvement depending on housing market conditions [33][34] Question: Impact of restructuring on R&D and time to market - Management emphasized the importance of restructuring in enhancing agility and customer-centricity in product development [37][39] Question: Revenue expectations from automotive segment - Management suggested that automotive revenue could materialize in the next 12 to 18 months, depending on design wins [42][43] Question: Future of consumer segment - Management confirmed that the consumer segment remains important, with ongoing support despite current challenges [46][47]

Power Integrations (NasdaqGS:POWI) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Speaker4Hello, everyone. Thank you for joining us, and welcome to the Power Integrations Q4 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I will now hand the call over to Joe Schiffler, Senior Director of Investor Relations. Please go ahead.Speak ...

Financial Data and Key Metrics Changes - The company achieved record-breaking results in Q3, with revenues of $147.3 million, a 10% increase year-over-year [21] - Adjusted EBITDA increased by 12% to $35.6 million, with an adjusted EBITDA margin of 24.2% [25] - GAAP earnings per share rose to $0.55, up from $0.54 in the prior year, while adjusted earnings per share increased by 18% to $0.66 [25] Business Line Data and Key Metrics Changes - OpEx revenues were $122 million, a 5% increase compared to last year, representing 83% of total revenues [22] - Large project revenue was $25.4 million, up 37% year-over-year, reflecting improved project execution [22] - The company reported a 14% increase in orders to $158.2 million, with a book-to-bill ratio of 1.1 times [25] Market Data and Key Metrics Changes - The USLAM market saw a 10% year-over-year revenue increase, driven by demand for large capital projects [26] - EMEA revenue increased by 37%, attributed to strong execution and rising demand related to electrification and decarbonization [26] - APAC delivered 9% revenue growth, supported by ongoing project activity [26] Company Strategy and Development Direction - The company is focused on capitalizing on trends such as the growth of data centers, decarbonization, and electrification [7] - Strategic initiatives include expanding into the data center market and medium voltage heaters, which are seen as key growth areas [7][14] - The company is raising its fiscal 2026 guidance for revenue and adjusted EBITDA, reflecting confidence in ongoing momentum [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about improving macro conditions and capital project momentum, supporting a positive outlook for the remainder of the fiscal year [8] - The company is well-positioned to benefit from macroeconomic drivers such as reshoring and increased power demand [30] - Management highlighted the importance of maintaining a strong balance sheet while pursuing growth opportunities [28] Other Important Information - The company has a backlog of $180 million in the power sector, up 58% year-over-year, with over 60% of opportunities in the US market [11] - The liquid load bank solutions for data centers are expected to drive significant growth, with quoting activity doubling to $60 million [16] - The medium voltage heater pipeline has expanded to over $150 million, benefiting from global electrification trends [17] Q&A Session Summary Question: Can you talk about the sustainability of the 46%-plus gross margin? - Management noted that improved gross margins are driven by productivity gains, pricing, and a favorable project mix, with expectations for sustained margins [35][36] Question: How have conversations with potential customers in the data center industry evolved? - The company has formed relationships with various stakeholders, including construction contractors and end users, enhancing its market position [39][41] Question: What is the competitive landscape for liquid load banks? - Management confirmed that the market remains robust, with a significant increase in quoting activity, indicating strong future demand [48][49] Question: How do you see the medium voltage opportunity progressing? - The company has a backlog of $11 million and a quote pipeline exceeding $150 million, indicating a multi-year growth opportunity [55][56] Question: Can you discuss the growth drivers in the LNG and midstream markets? - Management highlighted ongoing projects in LNG liquefaction and midstream gas processing, which are expected to drive demand for their products [57][59]

Thermon (NYSE:THR) Q3 2026 Earnings call February 05, 2026 11:00 AM ET Speaker3Greetings and welcome to the Thermon Group Holdings third quarter fiscal 2026 results conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I will now turn the conference over to your h ...

SUNNY ISLES BEACH, FLORIDA / ACCESS Newswire / February 5, 2026 / Elektros Inc. (OTC PINK:ELEK) today highlighted its strategic focus on lithium, rare earth minerals as global demand for lithium continues to accelerate across energy storage, electric vehicles, advanced electronics, and critical infrastructure worldwide. Lithium plays a central role in the global energy transition and is increasingly recognized as one of the most important materials supporting clean energy adoption, electrification, and long ...

Core Viewpoint - Flux Power Holdings, Inc. is set to report its fiscal second quarter 2026 results on February 12, 2026, with a conference call scheduled to discuss the financial outcomes [1]. Group 1: Financial Reporting - The fiscal second quarter 2026 results will be reported after market close on February 12, 2026 [1]. - The conference call will be hosted by CEO Krishna Vanka and CFO Kevin Royal at 4:30 p.m. ET [1]. Group 2: Conference Call Details - Analysts and investors can join the conference call on February 12, 2026, at 4:30 p.m. ET, with the call number being 1-833-630-1956 for domestic and +1-412-317-1837 for international participants [2]. - A replay of the conference call will be available approximately two hours after the live event and can be accessed until February 19, 2026, with the replay dial-in number being 1-855-669-9658 [3]. Group 3: Company Overview - Flux Power Holdings, Inc. specializes in advanced lithium-ion energy storage solutions for various industrial and commercial sectors, including material handling and airport ground support equipment [4]. - The company's lithium-ion battery packs offer a more efficient, cost-effective, and environmentally friendly alternative to traditional lead-acid and propane-based solutions, contributing to reduced CO2 emissions and improved sustainability metrics [4].

Volvo cars missing on revenue expectations in the fourth quarter, coming in at just over 94 billion Swedish crona amid the impact of tariffs and currency strength down nearly 20 billion on the year. I'm glad we've got with us Hawan Samuelson, the CEO of Volvo Cars. Always a pleasure speaking with you.Talk to us about the different challenges you're seeing impacting your markets. >> Good morning. Yeah.Uh first I think we have a very challenging market especially in in China very tough competition. All our Eu ...