Jerash (US) (JRSH) Q1 2026 Earnings Call August 12, 2025 09:00 AM ET Speaker0Greetings. Welcome to the Girash Holdings Fiscal twenty twenty six First Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded.I will now turn the conference over to your host, Roger Pondell, Investor Relations. Roger, you may begin.Speaker1Thank you, operator, and good morn ...

I am a journalist based in Detroit, having spent almost my entire career writing about business and economic subjects for The Wall Street Journal, New York Times, Detroit Free Press and Bloomberg. I'm the author of two books and am an acknowledged expert on the world automotive industry.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving c ...

Toyo Tire plans to absorb a $85.6 million tariff impact through price adjustments, a production mix overhaul and a change in manufacturing strategy https://t.co/oQPcj4Veg3 ...

Acushnet (GOLF) Q2 2025 Earnings Call August 07, 2025 08:30 AM ET Company ParticipantsSondra Lennon - Vice President of Financial Planning & AnalysisDavid Maher - President, CEO & DirectorSean Sullivan - Executive VP & CFOMartin Mitela - Senior Equity Research AssociateConference Call ParticipantsSimeon Gutman - Equity AnalystMatt Boss - Equity Research AnalystOperatorWelcome to the CoucheNet Holdings Corp. 2Q twenty twenty five Earnings Call. My name is Lauren, and I'll be your operator today. There will b ...

Q2 Earnings Update August 6, 2025 1 CAUTIONARY STATEMENTS Safe Harbor Statement Statements in this press release or otherwise attributable to the company regarding the company's business which are not historical facts are forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The company cautions investors that such statements are estimates of future performance and are highly dependent upon a variety of important factors that could ca ...

Fiscal First Quarter Ended June 30, 2025 Financial Results August 6, 2025 1 1 Summary Financial Results for Fiscal First Quarter Ended June 30, 2025 Operating Profit 244.1 bil. yen Motorcycles: Sales expanded in Brazil and Vietnam, achieving the highest operating profit. Automobiles: While tariff impacts and one-time expenses related to EVs were recorded, sales in North America remained strong. Operating cash flows after R&D adjustment 583.0 bil. yen Financial Forecast for FYE March 31, 2026 * Previous fore ...

Consolidated Financial Results - Hyster-Yale, Inc. reported Q2 2025 revenues of $956.6 million, a decrease of 18% compared to Q2 2024's $1,168.1 million, but an increase of 5% from Q1 2025's $910.4 million [2][54] - The company experienced an operating loss of $8.5 million in Q2 2025, a significant decline from an operating profit of $95.6 million in Q2 2024 and a decrease from a profit of $21.3 million in Q1 2025 [2][54] - Net income for Q2 2025 was a loss of $13.9 million, down 122% from a profit of $63.3 million in Q2 2024 and a decline from a profit of $8.6 million in Q1 2025 [2][54] Lift Truck Business Performance - Lift Truck revenues were $904.2 million in Q2 2025, down 19% year-over-year from $1,118.0 million in Q2 2024, but up 5% from $864.4 million in Q1 2025 [3][4] - The decline in year-over-year revenues was attributed to lower volumes across all product lines due to economic uncertainty affecting customer order patterns [4][25] - The Americas segment saw a 20% decrease in revenues to $707.5 million compared to Q2 2024, while EMEA revenues fell by 21% to $148.3 million [3][8] Gross and Operating Profit Analysis - Gross profit for Q2 2025 was $146.8 million, down 38% from $236.9 million in Q2 2024, and down 8% from $158.8 million in Q1 2025 [6][54] - The operating loss for the Lift Truck business was $10.9 million in Q2 2025, a decline of 112% from a profit of $91.6 million in Q2 2024 [6][54] - Adjusted operating profit for Q2 2025 was $4.8 million, a decrease of 95% from $91.6 million in Q2 2024 [6][54] Liquidity and Capital Structure - The company renewed a $300 million revolving credit facility in Q2 2025, improving covenant flexibility and extending the maturity date to June 2030 [7][16] - As of June 30, 2025, total debt was $473.2 million, down from $501.9 million a year earlier, with cash holdings of $66.9 million [15][56] - The net debt position improved year-over-year to $406.3 million, reflecting effective cash generation and debt reduction strategies [15][17] Market Outlook and Strategic Initiatives - The company anticipates continued challenges in the lift truck market due to economic uncertainty and tariff impacts, with a focus on maintaining operational efficiency and cost discipline [20][36] - Management is implementing price adjustments to mitigate tariff-related costs, with expectations for product margins to remain above targeted levels despite competitive pressures [31][30] - The company is committed to long-term growth through strategic initiatives in product development and operational optimization, aiming for significant annualized income benefits starting in 2027 [32][44]

All right, let's dive further into the tariff impact with Stacy Whidlets. She's the president of SW Retail Advisors. And Stacy, we are having trouble figuring this out.How about you. What answers do you have to add to this. >> Yes, it is it is so confusing.As Courtney said, you know, as we've seen in the past, um, we have already had so many brands take price, right. Ralph Lauren, Tapestry, luxury prices skyrocketed 40 50% during co and now we're talking about can the consumer take even more. So it's a big ...

Olympic Steel (ZEUS 1.25%), a metals service center specializing in carbon, stainless steel, and aluminum, reported its latest quarterly earnings on July 31, 2025, covering results for the second quarter of fiscal 2025. The company delivered GAAP revenue of $496 million, beating analyst estimates of $491.13 million, and reported non-GAAP earnings per share of $0.50, ahead of the $0.40 consensus. While results surpassed expectations, both revenue and GAAP net income were down year-over-year. The quarter show ...

Core Insights - Apple reported third-quarter fiscal 2025 adjusted earnings of $1.57 per share, exceeding the Zacks Consensus Estimate by 10.56% and increasing 12.1% year over year [1][10] - Net sales rose 9.6% year over year to $94.04 billion, surpassing the Zacks Consensus Estimate by 5.75% [1][10] Sales Performance - Product sales, which constitute 70.8% of total sales, increased 8.2% year over year to $66.61 billion [2] - Services revenue grew 13.3% year over year to $27.42 billion, accounting for 29.2% of total sales, and beat the consensus mark by 1.74% [2] - iPhone sales increased 13.5% year over year to $44.58 billion, representing 47.4% of total sales, and exceeded the Zacks Consensus Estimate by 9.78% [4] - Mac sales reached $8.05 billion, up 14.8% year over year, accounting for 8.6% of total sales, and beat estimates by 12.33% [5] - iPad sales decreased 8.1% year over year to $6.58 billion, lagging the Zacks Consensus Estimate by 2.94% [5] - Wearables, Home and Accessories sales fell 8.6% year over year to $7.4 billion, but beat the consensus mark by 0.85% [6] Geographic Performance - Greater China sales increased 4.4% year over year to $15.37 billion, accounting for 16.3% of total sales [7] - Japan revenues rose 13.4% year over year to $5.78 billion, contributing 6.1% of total sales [7] - Sales in the Rest of Asia soared 20.1% year over year to $7.67 billion, accounting for 8.2% of total sales [7] - European sales grew 9.7% to $24 billion, while Americas' sales were $41.2 billion, up 9.3% [8] Margin and Expenses - Gross margin expanded 20 basis points year over year to 46.5%, although it contracted 60 basis points sequentially due to tariffs [11] - Operating expenses rose 8.3% year over year to $15.52 billion, driven by a 10.7% increase in R&D expenses [12] - Operating margin expanded 40 basis points year over year to 30% [12] Financial Position - As of June 28, 2025, cash and marketable securities totaled $132.99 billion, compared to term debt of $91.78 billion [13] - Apple returned nearly $27 billion in the reported quarter through dividends and share repurchases [13] Future Outlook - Apple expects fourth-quarter fiscal 2025 net sales to grow mid to high single digits year over year [14] - Gross margin is projected to be between 46-47% in the fourth quarter, including a tariff impact of $1.1 billion [14] - The Zacks Consensus Estimate for fourth-quarter revenues is $96.43 billion, suggesting 1.58% growth year over year [15]