/ 2025 Q1 Summary dashboards EN.jpg 2025 Q1 Summary dashboards EN.jpg Rueil-Malmaison, France, May 07, 2025 (GLOBE NEWSWIRE) -- Schneider Electric, the leader in the digital transformation of energy management and automation, today announced that its Schneider Sustainability Impact (SSI) program achieved a score of 7.95 out of 10 for the first quarter of 2025, toward a target of 8.80/10 by the end of the year. Recognized in January as the world’s most sustainable corporation by Corporate Knights, Schneid ...

Diebold Nixdorf (DBD) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Christopher Sikora - Vice President of Business Finance OperationsOctavio Marquez - President & CEOThomas Timko - EVP & CFOJustin Ages - Director - Equity Research Conference Call Participants Matt Bryson - AnalystMatt Summerville - Managing Director & Senior Research Analyst Operator Hello, good day, and welcome to Diebold Nextdoor's First Quarter twenty twenty five Earnings Call. My name is Kate, and I'll be coordina ...

Diebold Nixdorf (DBD) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Hello, good day, and welcome to Diebold Nextdoor's First Quarter twenty twenty five Earnings Call. My name is Kate, and I'll be coordinating today's call. Following your speakers' remarks, there will be a question and answer session. I'd now like to turn the call over to our host, Chris Sicora, Vice President of Investor Relations. Chris, please go ahead. Speaker1 Hello, everyone, and welcome to our first quarter twenty twenty fiv ...

Financial Data and Key Metrics Changes - Emerson reported underlying orders growth of 4%, exceeding expectations, with all regions showing positive results, including China [6][12] - Underlying sales were up 2%, with Process and Hybrid businesses growing mid-single digits, while adjusted earnings per share increased by 9% year over year to $1.48 [12][24] - Free cash flow was $738 million, reflecting a 14% increase year over year, with a free cash flow margin of 17% [24][25] Business Line Data and Key Metrics Changes - Process and Hybrid markets grew by 6%, while Discrete businesses turned positive with Test and Measurement orders up 8% [6][14] - Software and Control segment grew by 7%, driven by higher software sales, while Intelligent Devices remained flat due to safety and productivity issues [22] - The Industrial Software business saw an 11% year-over-year increase in annual contract value (ACV), supported by strong demand for AspenTech's offerings [21] Market Data and Key Metrics Changes - Demand for Process and Hybrid businesses remained strong, particularly in energy and LNG projects, with significant capital investment noted in regions like the Middle East, Africa, and India [14][18] - The Americas experienced mid-single-digit growth, while Europe saw low single-digit growth, with continued momentum in Energy Transition and Life Sciences [18][19] - The company expects mid-single-digit growth in Process and Hybrid sales in the second half, with a more muted recovery anticipated in factory automation and automotive sectors [20][36] Company Strategy and Development Direction - Emerson is focused on integrating AspenTech as a key priority for 2025, targeting $100 million in cost synergies by 2028 [10] - The company has completed its portfolio transformation, retaining the Safety and Productivity business due to its strong profitability and cash generation potential [11] - Emerson aims to maintain disciplined capital allocation, prioritizing reinvestment in the business, dividends, and share repurchases while targeting bolt-on acquisitions under $1 billion [39][96] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's plans for the year, guiding for underlying sales growth of approximately 4% and raising the midpoint of adjusted EPS guidance to between $5.90 and $6.05 [9][34] - The management noted that while there are signs of tariff-induced impacts, they have not seen widespread indications affecting demand [16][32] - The company anticipates a favorable spending environment in LNG and power sectors, driven by energy security and self-reliance commitments [16][36] Other Important Information - Emerson's gross exposure to tariffs is estimated at $245 million for 2025, which the company expects to fully mitigate through pricing actions and operational adjustments [7][31] - The company reported a backlog of $7.5 billion, with a book-to-bill ratio of 1.04, indicating a healthy order flow [22] Q&A Session Summary Question: What is improving in discrete automation? - Management highlighted recovery in Test and Measurement driven by Aerospace and Defense, while noting continued weakness in automotive sectors, particularly in China and Germany [42][44] Question: How real is the pharmaceutical spending? - Management confirmed that the commitments from pharmaceutical companies are genuine, with early projects emerging in the life sciences sector [46][48] Question: What can be done with AspenTech now that the deal is closed? - Management expressed excitement about the growth opportunities with AspenTech, emphasizing the potential for double-digit ACV growth and enhanced collaboration with existing Emerson platforms [53][55] Question: Will tariff impacts be offset by the end of the fiscal year? - Management confirmed that they expect to completely cover the tariff impacts by the end of fiscal 2025 [57][59] Question: Why retain the Safety and Productivity business? - Management concluded that retaining the business would provide the best value for shareholders, given its strong profitability and alignment with U.S. manufacturing trends [66][68] Question: What data points indicate softness in China? - Management noted that softness is primarily in the chemical sector, with some positive signs in power generation and marine business [70][72] Question: What is the outlook for Test and Measurement? - Management indicated strong growth in Aerospace and Defense and a recovery in semiconductors, while automotive remains a concern [92][94]

Q2 Fiscal 2025 Earnings Presentation May 7, 2025 PUBLIC PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 1 1 This presentation includes statements related to the expected future results of the company and are therefore forward-looking statements. Actual results may differ materially from those projections due to a wide range of risks and uncertainties, including those that are listed in our SEC filings. This presentation also contains non-GAAP financial information and reconciliations to GAAP are includ ...

2025 Q2 Earnings May 7, 2025 EMERSON | 1 Safe Harbor Statement Statements in this presentation and our commentary and responses to questions that are not strictly historical may be "forward-looking" statements, which involve risks and uncertainties, and Emerson undertakes no obligation to update any such statements to reflect later developments. These risks and uncertainties include the scope, duration and ultimate impacts of the Russia-Ukraine and other global conflicts, as well as economic and currency co ...

Resideo (REZI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Christopher T. Lee - Global Head of Investor RelationsJay Geldmacher - President & CEOThomas Surran - President of Products & SolutionsRob Aarnes - President, ADI Global DistributionMichael Carlet - Executive VP & Chief Financial OfficerIan Zaffino - Managing Director Conference Call Participants Erik Woodring - AnalystNone - Analyst Operator Good afternoon. My name is Eric, and I will be your conference operator today. Thank ...

Resideo (REZI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Eric, and I will be your conference operator today. Thank you. I would like to hand the conference over to your host today, Chris Li, Global Head of Strategic Finance. You may begin your conference. Speaker1 Thank you, Eric. Good afternoon, everyone, and thank you for joining us for Resideo's first quarter twenty twenty five earnings call. On today's call will be Jay Gelmacher, Resideo's Chief Executive Officer ...

Core Viewpoint - Gulf Island Fabrication, Inc. reported solid first quarter results for 2025 despite macroeconomic uncertainties, with a focus on strategic actions taken in recent years to maintain financial strength and operational flexibility [4][5]. Financial Performance - Consolidated revenue for Q1 2025 was $40.3 million, a decrease from $42.9 million in Q1 2024. Net income was $3.8 million compared to $6.2 million in the prior year [5][29]. - Adjusted EBITDA for Q1 2025 was $4.5 million, up from $3.7 million in Q1 2024, excluding a prior year gain of $2.9 million from the Fabrication division [5][10]. - The Services division reported revenue of $19.9 million, down 22.2% from the previous year, primarily due to reduced offshore maintenance activity [7][8]. - The Fabrication division saw revenue increase by 20.7% to $20.7 million, driven by higher small-scale fabrication activity [9][10]. Strategic Initiatives - The company is pursuing organic growth initiatives, including a new cleaning and environmental services offering, and has entered into an agreement to acquire certain assets of ENGlobal Corporation, which is expected to enhance its product and service capabilities [4][15][17]. - The total capital commitment for the acquisition of ENG is $4.0 million, with expectations of operating losses in the range of $1.0 to $2.0 million during the integration period [17][18]. Balance Sheet and Liquidity - As of March 31, 2025, the company had cash and short-term investments exceeding $67 million, with total debt of $19 million at a fixed interest rate of 3.0% [13][39]. - The company repurchased 86,364 shares for $0.6 million during the first quarter under its share repurchase program [14]. Market Outlook - The company anticipates a challenging market outlook for the remainder of 2025 due to macroeconomic uncertainties and reduced capital spending by customers in the Gulf of America [4][5].

Novanta (NOVT) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Ray Nash - Corporate Finance LeaderMatthijs Glastra - Chair and Chief Executive OfficerRobert Buckley - CFOLee Jagoda - Senior Managing Director Conference Call Participants Brian Drab - Equity Research AnalystRobert Mason - Senior Research Analyst Operator Good morning. My name is Gary, and I will be your conference operator today. At this time, I would like to welcome everyone to Novanta Incorporated's First Quarter twenty ...