Wall Street expects a year-over-year increase in earnings on lower revenues when Phinia (PHIN) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 24, might help the stock move higher if these key numbers are better than expectations. On th ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1][2] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks can lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, which can be identified using the Zacks Momentum Style Score [3] Group 2: Strattec Security (STRT) Analysis - Strattec Security (STRT) has shown a four-week price change of 9.1%, indicating growing investor interest [4] - Over the past 12 weeks, STRT's stock has gained 85.8%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - STRT has a beta of 1.39, suggesting it moves 39% more than the market in either direction, indicating fast-paced momentum [5] - STRT has a Momentum Score of B, suggesting it is an opportune time to invest in the stock [6] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investors [7] - STRT is trading at a Price-to-Sales ratio of 0.49, indicating it is reasonably valued at 49 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides STRT, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be difficult to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Stoneridge (SRI) Analysis - Stoneridge (SRI) has shown significant price momentum with a four-week price change of 26.4%, indicating growing investor interest [4] - Over the past 12 weeks, SRI's stock has gained 102.7%, with a beta of 1.42, suggesting it moves 42% more than the market [5] - SRI has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to SRI earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - SRI is trading at a Price-to-Sales ratio of 0.24, indicating it is relatively cheap, as investors pay only 24 cents for each dollar of sales [7] Group 4: Additional Opportunities - Besides SRI, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - Various Zacks Premium Screens are available to help identify winning stock picks based on different investing styles [9]

此外，这套模块采了软硬件解耦设计，具备开放式接口协议，可灵活适配新一代中央计算平台与EE架 构，从而提升整车系统兼容性与集成效率。 36氪获悉，智能悬架供应商时驾科技有限公司（以下简称"时驾科技"）近日宣布，完成数亿元A轮战略 融资。本轮融资由吉利星源与多家产业资本联合领投，同济大学科创基金跟投，平湖经开区国有资本为 公司智能制造基地提供落地支持。 据时驾科技创始人乌伟民介绍，本轮融资将主要用于第三代全主动悬架关键技术研发，以及年产能50万 套的先进智能制造中心建设。 相较于传统螺旋弹簧悬架，时驾科技所研发的空气悬架系统能通过调节空气压力，实现车身高度与悬架 刚度的动态调节，提升车辆在不同工况下的乘坐舒适性与操控稳定性。 但在相当一段时间内，由于国产化率低、系统成本高，空气悬架仅应用于80万元以上的高端车型。 2015年上市的蔚来ES8，是最早搭载空气悬架的国产车型。2019年，蔚来为控制成本启动空气悬架自 研，时任蔚来底盘域控制系统负责人、如今的时驾创始人乌伟民，正是当年项目牵头的核心成员。这段 经历，为他后来的创业奠定了技术基础。 2021年，乌伟民创立时驾科技，专注于智能悬架控制系统与空气供气单元的自主 ...

Financial Data and Key Metrics Changes - The fourth quarter net sales were $257.1 million, a decrease of 7% year-over-year but an increase of 7% sequentially from Q3 [32][42] - Adjusted loss from operations for the fourth quarter was $21.6 million, a decrease of $11.8 million from the previous fiscal year [33] - Fourth quarter adjusted EBITDA was a negative $7.1 million, down $12.4 million from the same period last year [35] - Full year net sales were $1.048 billion, a decrease of 6% from the previous fiscal year [42] Business Line Data and Key Metrics Changes - Record sales for power products in data center applications exceeded $80 million for the full year, almost double that of fiscal 2024 [13][42] - EV sales represented 20% of consolidated total sales, an increase from 14% year-over-year, but sequentially decreased by approximately 10% from Q3 [15] - The company expects a 10% to 15% decline in EV sales for fiscal 2026 due to weaker market demand and program delays [16] Market Data and Key Metrics Changes - The company experienced significant sales headwinds from the roll-off of major auto programs, particularly the GM center console and EV lighting programs [11][42] - The decline in sales was primarily driven by the impact of these program roll-offs, which had a combined year-over-year impact of $111 million [42] Company Strategy and Development Direction - The company is focused on improving operational execution and successfully launching a large pipeline of new programs, with 22 new programs launched in fiscal 2025 and another 30 expected in fiscal 2026 [18][19] - The transformation strategy aims to stabilize the organization and position it for future growth, particularly in data centers and EV markets [20][27] - The company plans to optimize its footprint and reevaluate its product portfolio to align with market opportunities [22][27] Management's Comments on Operating Environment and Future Outlook - Management indicated that fiscal 2026 will be a reset year due to EV program delays, particularly from Stellantis, but expects a return to growth in fiscal 2027 [7][10] - The company anticipates doubling its EBITDA in fiscal 2026 despite projected declining sales of approximately $100 million [10][28] - Management emphasized the importance of operational improvements and cost recovery actions in response to external challenges [16][17] Other Important Information - The company recorded $26 million in free cash flow for the quarter, marking the best quarter since Q4 of fiscal 2023 [8] - The company reduced both debt and net debt levels by $10 million from Q3 [17] - The board reduced the dividend, which was a strategic decision to provide more flexibility from a working capital perspective [92] Q&A Session Summary Question: How to understand the expected sales decline and EBITDA increase? - Management explained that operational improvements and the elimination of one-time expenses will contribute to the expected EBITDA increase despite declining sales [52][54] Question: What percentage of the new launches are EV platforms? - Approximately 50% of the new launches are related to EV platforms, with a significant focus on data center growth as well [56][74] Question: What is the status of Stellantis revenue expectations? - Management confirmed a significant reduction in expected revenue from Stellantis, with a $200 million swing from previous projections due to program delays [44][80] Question: What is the leverage waiver status? - The leverage covenants were relaxed through the next year, starting at 4.25 for Q4 of fiscal 2025 [62][64] Question: How much of the revenue decline is due to pricing? - The revenue decline is primarily due to program delays and cancellations, not pricing issues [100]

Core Viewpoint - China Automotive Systems, Inc. has successfully launched its L2+ standard electro-hydraulic steering system into mass production, achieving record new orders in July, indicating strong demand in the power steering industry [1][2]. Group 1: Product Development and Production - The second-generation iRCB (intelligent electro-hydraulic circulating ball power steering) has entered mass production in China, completing the design and verification process in just 8 months since its launch in September 2024 [2]. - The iRCB system is the first in China compatible with L2+ assisted driving, utilizing advanced electro-hydraulic control technology to enhance steering accuracy and response speed [3]. Group 2: Economic Impact - The iRCB system is projected to reduce operational costs by nearly RMB 36,000 per vehicle annually, providing significant economic benefits to users [3]. Group 3: Company Strategy and Market Position - The CEO of CAAS emphasized the company's commitment to pioneering proprietary steering technologies, aiming to set new sales records for intelligent driving systems in China in 2025 due to superior performance and cost efficiencies [4]. - CAAS operates through sixteen Sino-foreign joint ventures and wholly owned subsidiaries, offering a comprehensive range of steering system parts for both passenger and commercial vehicles, with an annual production capacity exceeding 8 million sets [5].

SOUTHFIELD, Mich., July 8, 2025 /PRNewswire/ -- Lear Corporation will hold a conference call to review the company's second quarter 2025 financial results and related matters on July 25, 2025, at 9:00 a.m. EDT.To participate in the conference call: Webcast link: click here Toll-free calls: 877-883-0383 International calls: 412-902-6506The conference code is 9523449.You also may listen to the live audio webcast of the call, in listen-only mode, on Lear's Investor Relations website at ir.lear.com. The webcas ...

电子差速锁（ Electronic Differential Lock, EDL ）是一种利用电子控制系统模拟或增强传统机械差速锁功能的技术，旨在提高车辆在低附 着路面（如冰雪、泥沙、湿滑坡道）或极端越野环境下的牵引力和稳定性。电子差速锁根据技术实现方式的不同，可分为电控差速锁、 电控限滑差速器（ LSD ）和虚拟电子差速锁三类。 电控差速锁通过电机或电磁装置控制差速器内部结构（如锁止齿轮或离合器）的结合或分离，从而实现两个车轮之间扭矩的刚性分配或 主动限制。这类差速锁常用于越野车型的前、中、后差速器中，在恶劣工况下可手动或自动激活，提升脱困能力。 电控限滑差速器和虚拟电子差速锁更多依赖 ABS 、 ESP 等现有系统。前者在传统机械 LSD 基础上加入电子控制离合器，动态调节两轮 间扭矩分配； 后者则不具备物理锁止结构，而是通过对空转车轮实施制动，迫使扭矩向另一侧传递，达到类似限滑效果。这类系统成本低、反应快， 广泛应用于乘用车和轻度越野车型。此类产品数量和成本便于统计，故报告中未包含此部分数据，但可以预测这是未来的趋势。 电子差速锁行业发展市场规模总体概况 十四五期间，2024年全球电子差速锁市场规模为2 ...

GROWTH G E N T E X Q 3 2 0 2 4 I N V E S T O R P R E S E N T A T I O N O C T 2 5 , 2 0 2 4 1 OVER MARKET SAFE HARBOR FOR FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private SecuritiesLitigation Reform Act of 1995. The statements contained in this communication that are not purely historical are forward-looking statements. Forward-looking statements give the Company's current expectations or forecasts of future event ...

China Automotive Systems, Inc. (NASDAQ: CAAS ), a supplier of power steering components and systems for the automotive industry, can count itself as among the more affected stocks by the U.S. government's decision to impose worldwide tariffs following "Liberation Day". CAAS lost the momentumWelcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that ...