NASDAQ: LMB Investor Presentation Q1 Earnings | May 2025 Growth & Market Positioning Forward Looking Statements We make forward-looking statements in this presentation within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to expectations or forecasts for future events, including, without limitation, the execution of the Company's long-term strategic roadmap and Limbach 3.0. These statements may be preceded by, followed by or include the words "ma ...

SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Napco Security Technologies, Inc. (NASDAQ: NSSC) securities between February 5, 2024 and February 3, 2025. Napco develops, manufactures, and sells high-tech electronic security devices and provides cellular communication services for intrusion and fire alarm systems. For more information, submit a form, email attorney Aaron Dumas, Jr., or g ...

Core Viewpoint - Hims & Hers Health, Inc. reported strong quarterly earnings, exceeding expectations and showing significant year-over-year growth in both earnings and revenues [1][2]. Financial Performance - The company reported earnings of $0.20 per share, surpassing the Zacks Consensus Estimate of $0.12 per share, and up from $0.05 per share a year ago, representing an earnings surprise of 66.67% [1]. - Revenues for the quarter ended March 2025 were $586.01 million, exceeding the Zacks Consensus Estimate by 8.91%, and significantly higher than the $278.17 million reported in the same quarter last year [2]. Stock Performance - Hims & Hers Health shares have increased approximately 68.8% since the beginning of the year, contrasting with a decline of 3.3% in the S&P 500 [3]. - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [6]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $562.21 million, and for the current fiscal year, it is $0.64 on revenues of $2.33 billion [7]. - The industry outlook is favorable, with the Medical Info Systems sector ranking in the top 28% of Zacks industries, suggesting strong potential for stock performance [8].

Company Performance - Inspire Medical Systems reported quarterly earnings of $0.10 per share, exceeding the Zacks Consensus Estimate of a loss of $0.23 per share, and improved from a loss of $0.34 per share a year ago [1][2] - The earnings surprise for this quarter was 143.48%, following a previous quarter where the company reported earnings of $1.15 per share against an expectation of $0.74, resulting in a surprise of 55.41% [2] - The company achieved revenues of $201.32 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.20% and increasing from $164.01 million year-over-year [3] Market Outlook - Despite the positive earnings report, Inspire shares have declined approximately 13.8% since the beginning of the year, compared to a 3.3% decline in the S&P 500 [4] - The future performance of Inspire's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][5] - Current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $228.98 million, and for the current fiscal year, it is $2.16 on revenues of $949.61 million [8] Industry Context - Inspire operates within the Zacks Medical Info Systems industry, which is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [6][7]

IonQ (IONQ) is slated to report first-quarter 2025 results on Wednesday. For the first quarter specifically, IonQ guided for $7-$8 million in revenues, indicating a slower start to the year compared to its anticipated full-year 2025 revenues of $75-$95 million. This suggests a back-loaded year, with larger revenue contributions expected in later quarters as new technologies and acquisitions begin generating returns. The Zacks Consensus Estimate for revenues is pegged at $7.5 million, indicating a 1.06% decl ...

NAPCO Security (NSSC) Q3 2025 Earnings Call May 05, 2025 11:00 AM ET Company Participants Francis Okoniewski - VP of Investor RelationsRichard Soloway - Chairman & CEOKevin Buchel - COO, President & CFOJaeson Schmidt - Director of Research Conference Call Participants Matt Summerville - Managing Director & Senior Research AnalystJames Ricchiuti - Senior AnalystLance Vitanza - MD & Senior AnalystJeremy Hamblin - Senior Research Analyst Operator ladies and gentlemen, and welcome to the NAPCO Security Technolo ...

Company Overview - Agilysys (AGYS) is expected to report a year-over-year decline in earnings of 18.8%, with projected earnings of $0.26 per share for the quarter ended March 2025, while revenues are anticipated to increase by 14.6% to $71.28 million [3][12] Earnings Expectations - The consensus EPS estimate for Agilysys has been revised down by 6.82% over the last 30 days, indicating a reassessment by analysts [4] - A positive Earnings ESP of +1.30% suggests that analysts have recently become more optimistic about Agilysys' earnings prospects, despite the stock carrying a Zacks Rank of 4, which complicates predictions of an earnings beat [10][11] Historical Performance - Agilysys has a history of beating consensus EPS estimates, having surpassed expectations in the last four quarters, including a +11.76% surprise in the most recent quarter [12][13] Market Sentiment - The upcoming earnings report is crucial for Agilysys' stock price movement, with potential for an increase if results exceed expectations, while a miss could lead to a decline [2][14] - Investors are advised to consider other factors beyond earnings results when making investment decisions regarding Agilysys [16] Industry Context - NCR Voyix, another player in the Zacks Computer - Integrated Systems industry, is expected to report a significant year-over-year decline in earnings of 84.6%, with a projected EPS of $0.02 and revenues down 30.1% to $603 million [17] - NCR Voyix has seen a substantial revision of its EPS estimate, up 83.3% over the last 30 days, resulting in a positive Earnings ESP of 50.00%, indicating a likelihood of beating the consensus EPS estimate [18]

Financial Data and Key Metrics Changes - Net sales for Q3 2025 decreased by 10.8% to $44 million compared to $49.3 million in Q3 2024 [11] - Net income for Q3 2025 decreased by 23.3% to $10.1 million, or $0.28 per share, compared to $13.2 million, or $0.36 per share, in the same period last year [20] - Adjusted EBITDA for Q3 2025 decreased by 15.4% to $13.2 million, equating to a margin of 30% [22] - The company remains debt-free with cash and cash equivalents totaling $89.3 million as of March 31, 2025 [23] Business Line Data and Key Metrics Changes - Recurring monthly service revenue grew by 10.6% in Q3 to $21.6 million, up from $19.5 million in Q3 2024 [12] - Equipment sales for Q3 decreased by 24.8% to $22.4 million compared to $29.7 million in the same period last year [12] - Gross profit for recurring service revenue increased by 9.5% to $19.6 million, maintaining a gross margin of 91% [15] Market Data and Key Metrics Changes - The company reported that recurring service revenue accounted for 49% of total revenue in Q3 2025 [26] - The annualized run rate for recurring service revenue increased to approximately $89 million based on April 2025 results, up from $86 million in January 2025 [27] Company Strategy and Development Direction - The company is focused on accelerating innovation and expanding its product development pipeline, which is described as the strongest ever [9] - New product lines, including cloud-based solutions, are being introduced to enhance recurring revenue opportunities [27] - The company aims to penetrate markets such as school security, healthcare, and retail loss prevention [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term strategy despite external challenges, emphasizing the resilience of the operating model [26] - The company anticipates continued growth in recurring revenue, particularly from the Starlink line of products [27] - Management noted that the security industry remains robust despite economic uncertainties, with ongoing demand for security solutions [78][80] Other Important Information - The company plans to issue a quarterly dividend of $0.14 per share, reflecting a sequential increase [33] - The company has engaged in significant stock buybacks, spending $18.8 million in Q3 and $36.7 million for the nine months [25] Q&A Session Summary Question: Can you discuss the mix of hardware capable of generating recurring services revenue? - The recurring revenue primarily comes from Starlink radios, with new advanced products introduced at ISC West [35] Question: What are you seeing in terms of quoting activities for projects? - Sell-through stats are encouraging, with increases in various segments, indicating improved demand [44] Question: Can you provide more detail on the weakness in the locking products area? - The weakness is attributed to tariff-driven issues and inventory management by distributors [54] Question: How sensitive is the demand for security systems to economic downturns? - The company believes its business is recession-resistant, as security needs persist regardless of economic conditions [80] Question: What is the magnitude of the price increases announced? - An 8.5% surcharge was implemented to cover tariff costs, with a typical annual price increase expected in July [89]

Advanced Micro Devices (AMD) is set to release its first-quarter 2025 results on May 6.AMD expects first-quarter 2025 revenues of $7.1 billion (+/-$300 million). At the mid-point, this represents year-over-year growth of approximately 30% and a sequential decline of approximately 7%.The Zacks Consensus Estimate for AMD’s first-quarter revenues is pegged at $7.12 billion, suggesting year-over-year growth of 30.11%. The consensus mark for first-quarter earnings is pegged at 93 cents per share, unchanged over ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Advanced Micro Devices (AMD) . This company, which is in the Zacks Computer - Integrated Systems industry, shows potential for another earnings beat.This chipmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 1.48%. ...