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东华科技:2025年度营收100.25亿元,净利润同比增29.89%
Xin Lang Cai Jing· 2026-02-27 08:24
东华科技公告称,2025年度公司实现营业总收入100.25亿元,同比增长13.12%;归属于上市公司股东的 净利润5.33亿元,同比增长29.89%。营收增长因工程订单和按履约进度确认的收入同比增加;净利润增 长得益于营收增长和部分项目收回长账龄工程款致坏账准备冲回金额较大。公司无业绩泄露和股价异动 情况。 ...
Willdan(WLDN) - 2025 Q4 - Earnings Call Transcript
2026-02-26 23:32
Financial Data and Key Metrics Changes - For the fourth quarter of 2025, contract revenue increased by 21% to $174 million, and net revenue grew by 13% to $89.5 million [17] - Adjusted EBITDA increased by 13% year-over-year, totaling $20 million for the quarter, while adjusted earnings per share more than doubled to $1.57 [17] - For fiscal 2025, consolidated contract revenue grew by 21% to $682 million, and net revenue grew by 23% to $365 million, with 17% of the growth being organic [18] - Net income more than doubled to $52.6 million, or $3.49 per diluted share on a GAAP basis, compared to $22.6 million or $1.58 per share in 2024 [20] Business Line Data and Key Metrics Changes - Approximately 85% of revenue comes from the energy segment, with the remaining 15% from engineering and consulting [6] - Utility customers represent about 41% of revenue, while state and local governments account for approximately 48% [7] - Commercial customers have rapidly grown to 11% of revenue, primarily tied to power for data centers [7] Market Data and Key Metrics Changes - Electric load growth has returned to the U.S. after about 15 years of stagnation, driven by AI and data centers [4] - There is currently an estimated 35 gigawatts of active data center construction in the U.S., indicating sustained demand for power from digital infrastructure [13] Company Strategy and Development Direction - The company plans to further increase capabilities through key hires and acquisitions, with a robust acquisition pipeline entering 2026 [16] - Willdan operates at the intersection of consulting services, engineering, and program management, helping clients navigate market changes [9] Management's Comments on Operating Environment and Future Outlook - Management highlighted that utilities are being squeezed as generation does not keep pace with electricity demand, leading to increased requests for energy efficiency programs [34] - The company expects margins to continue to be above 20%, reflecting structural changes and improved operational efficiencies [31] Other Important Information - The company generated $71 million in free cash flow and ended the year with a net positive cash position of $17 million, marking the first time since 2017 [21] - The company expects net revenue in the range of $390 million to $405 million for 2026, with adjusted EBITDA in the range of $85 million to $90 million [23] Q&A Session Summary Question: About the EPS guidance for 2026 - Management explained that the Section 179D provision is set to expire at the end of June 2026, limiting the ability to carry deductions through the year [27] Question: About EBITDA growth and operational improvements - Management indicated that margins are expected to remain above 20%, with structural changes allowing for better pricing and cost absorption [31] Question: On the demand for accelerated project completion from utility customers - Management confirmed that utilities are under pressure to meet electricity demand, leading to increased requests for energy efficiency programs [34] Question: Contribution from the Los Angeles Department of Water and Power contract - Management noted that while the contract's contribution was small in Q4, a significant ramp-up is expected in Q1 and Q2 of 2026 [39] Question: Potential for data center revenue to double in 2026 - Management clarified that they expect revenue from the APG acquisition related to data centers to more than double, contributing to long-term growth [41]
Bowman to Attend Annual Roth Conference in March
Globenewswire· 2026-02-26 21:01
RESTON, Va., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Bowman Consulting Group Ltd. (NASDAQ: BWMN), a national engineering services and program management firm, today announced it will participate in the 38th Annual Roth Conference held March 22-24 at The Ritz-Carlton in Laguna Niguel, California. Bruce Labovitz, CFO, will also participate in a panel discussion on mergers and acquisitions on Tuesday, March 24 at the conference. About Bowman Consulting Group Ltd.Headquartered in Reston, Virginia, Bowman is a nationa ...
Carlyle-backed Quest Global plans India IPO next year, CEO says
Reuters· 2026-02-26 18:32
Carlyle-backed Quest Global plans India IPO next year, CEO says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Ajit Prabhu, Chief Executive Officer, Quest Global, speaks at the NASSCOM Technology and Leadership forum in Mumbai, India, February 24, 2026. REUTERS/Francis Mascarenhas [Purchase Licensing Rights, opens new tab]Mumbai, Feb 27 (Reuters) - Singapore-headquartered engineering services firm Quest Global is looking to go pub ...
Stantec (STN) - 2025 Q4 - Earnings Call Transcript
2026-02-26 15:02
Stantec (NYSE:STN) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsChris Murray - Managing Director and Institutional ResearchFrederic Bastien - Head of Industrial ResearchGord Johnston - President and CEOKrista Friesen - Executive Director and Equity ResearchMaxim Sytchev - Managing Director and Research Industrial ProductsSabahat Khan - Managing Director and Global ResearchVito Culmone - EVP and CFOConference Call ParticipantsBenoit Poirier - VP and Industrial Products AnalystIan G ...
Stantec (STN) - 2025 Q4 - Earnings Call Transcript
2026-02-26 15:02
Stantec (NYSE:STN) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsChris Murray - Managing Director and Institutional ResearchFrederic Bastien - Head of Industrial ResearchGord Johnston - President and CEOKrista Friesen - Executive Director and Equity ResearchMaxim Sytchev - Managing Director and Research Industrial ProductsSabahat Khan - Managing Director and Global ResearchVito Culmone - EVP and CFOConference Call ParticipantsBenoit Poirier - VP and Industrial Products AnalystIan G ...
Stantec (STN) - 2025 Q4 - Earnings Call Transcript
2026-02-26 15:00
Financial Data and Key Metrics Changes - In 2025, Stantec achieved net revenue of CAD 6.5 billion, an increase of almost 11% compared to 2024, driven by 5% organic growth and 3.9% acquisition growth [3][4] - Adjusted EBITDA increased close to 17% year-over-year, with an adjusted EBITDA margin of 17.9%, a 90 basis point increase from the previous year [4][10] - Adjusted EPS for the year reached CAD 5.30, reflecting a growth of 19.9% compared to 2024 [10][11] - Operating cash flow increased by 43.1% year-over-year, from CAD 603 million to CAD 863 million [11][12] - The contract backlog reached a record high of CAD 8.6 billion, a 9.5% increase year-over-year [12][13] Business Line Data and Key Metrics Changes - The buildings business saw net revenue increase over 30% in 2025, primarily due to the acquisition of Page and solid organic growth [4][5] - The water business achieved almost 11% organic growth, driven by large wastewater treatment projects [3][5] - The energy and resources segment experienced 15% organic growth, supported by major industrial process projects [6][7] - Environmental services growth was driven by the energy transition, mining, and infrastructure sectors [5][6] Market Data and Key Metrics Changes - In the US, net revenue increased by 13.5% in Q4 2025, with 11.5% from acquisitions and just over 2% from organic growth [4][9] - Canadian net revenue grew 5.5% in Q4 2025, entirely from organic growth, and over 8% for the full year [5][6] - The global business delivered net revenue growth of 11% in Q4 2025, with over 6% organic growth [6][7] Company Strategy and Development Direction - Stantec's strategy focuses on leveraging macro trends such as aging infrastructure, defense spending, and energy transition to drive growth [16][21] - The company aims to continue expanding its high-value centers and optimizing digital strategies to enhance margins [14][21] - Stantec is committed to pursuing value-accretive acquisitions while maintaining a disciplined approach to M&A [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustained demand across diverse sectors, with expectations for net revenue growth in 2026 to be between 8.5% and 11.5% [14][16] - The company anticipates continued strong performance in the water business and growth driven by public and private sector investments [19][20] - Management highlighted the importance of AI in enhancing operational efficiency and decision-making processes [22][24] Other Important Information - The board approved an 8.9% dividend increase, raising the annualized dividend to CAD 0.98 per share [12] - Stantec's UK water team was named a preferred bidder for a significant multi-billion pound project, indicating strong future growth potential in the UK market [20][21] Q&A Session Summary Question: How does AI translate into revenue per employee utilization? - Management believes AI will enhance efficiency and drive higher net revenue per employee, similar to past technological advancements [28][29] Question: How long does it typically take for private companies to reset their valuation markers? - Management noted that the decline in public market multiples is a new phenomenon, and it may take time for private companies to adjust their expectations [30][32] Question: Where do you see more application for AI tools in the future? - AI is being used internally for efficiency and externally to refine work products, with applications expected across all business lines [44][46] Question: What is the outlook for the US segment in 2026? - Management sees increased activity in the US, particularly in data centers and environmental services, with a positive outlook for 2026 [48][50] Question: How does the company view the potential for outcome-based pricing? - Management indicated that while there is interest in outcome-based pricing, significant industry-wide changes would be required to shift from time and materials pricing [90][92]
KBR Reports Fourth Quarter and Fiscal 2025 Results
Globenewswire· 2026-02-26 11:00
Fourth Quarter Fiscal 2025 Results(All comparisons versus prior year period unless noted.) Revenues of $1.9 billion, down 11%, due to the slower pace of awards and contingency EUCOM scope reductionsNet income attributable to KBR of $111 million, up 46%; Operating income of $191 million, up 36% with an Operating income margin of 10.1%; Adjusted EBITDA2 of $238 million, up 5% with an Adjusted EBITDA2 margin of 12.6%Diluted EPS of $0.87, up 53%; Adjusted EPS2 of $0.99, up 10%Bookings and options1 of $2.0 billi ...
Stantec reports record 2025 results, achieves 17.6% adjusted EBITDA margin, increases dividend by 8.9%, and provides 2026 outlook
Globenewswire· 2026-02-25 22:00
2025 Highlights Net revenue grew to $6.5 billion, an increase of 10.7% compared to 2024;Adjusted EBITDA1 of $$1.1 billion, up 16.7% year-over-year, and adjusted EBITDA margin1 of 17.6%, a 90 basis point increase over 2024;Operating cash flows increased 43.1% from $603.1 million to $862.9 million and delivered strong free cash flow to net income of 1.3x;Diluted EPS1 of $4.20 and adjusted EPS of $5.30, an increase of 19.9% over 2024; andBacklog of $8.6 billion, up 9.5% from December 31, 2024. EDMONTON, Albert ...
Amentum Holdings (AMTM) Reports $3.24B in FQ1 2026 Revenue and 3% Normalized Growth
Yahoo Finance· 2026-02-24 11:51
Amentum Holdings Inc. (NYSE:AMTM) is one of the best stocks for beginners with little money in 2026. On February 9, Amentum Holdings reported a steady start to FY2026, generating $3.24 billion in revenue and achieving a normalized growth rate of 3% in FQ1 2026. Despite navigating a government shutdown, the company maintained an adjusted EBITDA of $263 million with margins of 8.1%. The company’s expansion into high-growth sectors showed significant momentum, particularly in the nuclear energy market, whic ...