The Hain Celestial Group (HAIN) Q3 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants Alexis Tessier - VP, Investor RelationsDawn Zier - Chair of the BoardAlison Lewis - Interim President & CEOLee Boyce - CFOKaumil Gajrawala - Managing DirectorKenneth Goldman - Managing DirectorAnthony Vendetti - Executive Managing DirectorJohn Baumgartner - Managing Director, Equity Research Conference Call Participants David Palmer - AnalystJim Salera - Research AnalystMichael Lavery - Senior Equity Research ...

Mueller Water Products (MWA) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Whit Kincaid - VP, Investor Relations & CommunicationsMarietta Zakas - President & CEOPaul McAndrew - President & COOMelissa Rasmussen - SVP & CFODeane Dray - Managing Director Conference Call Participants None - AnalystWalter Liptak - Industry Analyst Operator Today's conference is being recorded. If you have any objections, you may disconnect at this time. It is now my pleasure to turn the call over to Mr. Whi ...

Core Viewpoint - JP Morgan analyst Tien-tsin Huang maintains an Overweight rating on Mastercard Inc. with a price target of $610, reflecting confidence in the company's growth potential and performance metrics [1][7]. Financial Performance - Mastercard reported fiscal first-quarter net revenues of $7.25 billion, a 14% increase, surpassing the analyst consensus estimate of $7.12 billion [1]. - Adjusted EPS rose 13% to $3.73, exceeding the analyst consensus estimate of $3.57 [1]. - Revenue yield was approximately 0.9 basis points ahead of expectations and increased by two basis points year-over-year, supported by acquisitions, currency volatility, and pricing [1]. Growth Outlook - The company anticipates mid-teens net revenue growth for the second quarter, compared to the $7.78 billion consensus estimate [4]. - For fiscal 2025, Mastercard expects low teen-digit revenue growth, against a consensus estimate of $31.51 billion [4]. - Huang projects rounded 12% foreign exchange neutral or organic revenue growth in 2025, with a slight decrease to 11% for 2026 [6]. Market Trends - Despite a leap year causing expected deceleration in volume growth, Mastercard achieved stable, mid-teens organic revenue growth in the first quarter [2]. - Cross-border growth decelerated slightly more than anticipated but remains comfortably in the mid-teens, with management expressing optimism about diversifying the high-margin cross-border business [3]. Pricing and Valuation - The price target of $610 is based on a 33 times multiple of Huang's calendar 2026 EPS, aligning with the current next-twelve-months multiple and ahead of its three-year average [7]. - The analyst noted that this multiple is justified by Mastercard's premium growth and pricing actions that mitigate near-term foreign-exchange-neutral or organic estimates [7]. Stock Performance - Mastercard's stock is currently up 1.96% at $557.09 [8].