PHINIA (PHIN) 2025 Conference June 10, 2025 10:10 AM ET Speaker0 Great. Let me why don't we kick off the next fireside chat? I'm happy to present the next one with Finia. You may recall Finia spun off of BorgWarner about two years ago. They're a leader in light vehicle fuel injection systems, which is still seeing content growth because of higher direct injection adoption. It also has a very solid commercial and aftermarket business. And most importantly, it's a very strong cash flow generator, which I thin ...

Core Viewpoint - Motorcar Parts of America, Inc. is conducting its Q4 2025 earnings conference call, indicating a focus on financial performance and future outlook for the company [1]. Company Participants - The conference call features key company executives including Selwyn H. Joffe (Chairman, President & CEO), David Lee (Chief Financial Officer), and Gary S. Maier (Vice President of Corporate Communications and Investor Relations) [1][2]. Conference Call Structure - The call is structured to provide insights into the company's financial results and future expectations, with a reminder of the safe harbor statement regarding forward-looking statements [2][3].

Motorcar Parts of America (MPAA) Q4 2025 Earnings Call June 09, 2025 01:00 PM ET Speaker0 Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Motorcar Parts of America Inc. Fiscal twenty twenty five Fourth Quarter and Year End Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to t ...

PHINIA (PHIN) 2025 Conference June 04, 2025 01:00 PM ET Speaker0 Next up, we're very pleased to have with us, Finia, you know, tier one supplier for automotive, commercial vehicle, aftermarket, parts, market capital a little Speaker1 bit under 2,000,000,000, but Speaker0 I know Brady wants to to get that higher. Should be higher. Thanks for thanks for joining us. We do we do have Brady Erickson, CEO Chris Gropp, CFO. So I mean, I guess, just to kick things off, three weeks left in the quarter, probably have ...

Champfromier, Wednesday, May 28, 2025 PUBLICATION OF ANNUAL FINANCIAL REPORT ONCE AGAIN POSTPONED AKWEL (FR0000053027, AKW, PEA eligible), a systems supplier to the automotive and truck industries, specializing in fluid management, mechanisms and structural parts for electric vehicles, has once again postponed publication of its annual financial report by a few days. The request from the statutory auditors for further auditing of the control procedures implemented at the Ixtaczoquitlan site in Mexico has b ...

ANTIOCH, Tenn., May 28, 2025 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ), a global leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles, today announced the release of its 2024 Sustainability Report. The report showcases LKQ's role in driving success as a best-in-class operator for our investors and key stakeholders, while maintaining a critical role in facilitating the growth of the global circular economy. Furthermore, it reflects our on-going ...

Advance Auto Parts (AAP 57.84%) reported its fiscal first-quarter 2025 earnings on May 22, with net sales of $2.6 billion representing a 7% decrease compared to the same period last year. Management completed a rapid store footprint optimization during the period, delivered a near-breakeven adjusted operating margin, and remains focused on supply chain cost leverage, procurement savings, and pro channel strength through 2025 and beyond. It also reaffirmed its full-year guidance for 0.5% to 1.5% of comp sale ...

上汽集团（600104）内部的整合行动延伸至旗下零部件体系。上汽正按照"上车身"与"下车身"将零部件 企业整合为两大主体，"上车身"以延锋为主，"下车身"则是筹备中的新底盘公司。据我们了解，具体的 整合形式还没有完全定下来，可以明确的是整合行动围绕整零协同展开。一位接近上汽的知情人士告诉 我们，"上车身"的范围囊括车身、内外饰与智能座舱，整合不一定是以组织合并的形式，但一定会在项 目沟通上做更密切的连接，超越普通的甲乙方关系。一位延锋的员工也表示，"零部件这块整体合作"， 去年策划的项目已经在按照这个思路推进。至于"下车身"，我们了解到，新底盘公司将由上海汇众、联 创汽车电子及其子公司创时智驾、擎度科技等整合而来。(晚点AUTO) ...

Gates Industrial (GTES) FY Conference Summary Company Overview - **Company**: Gates Industrial Corporation (GTES) - **Conference Date**: May 21, 2025 Key Industry Insights - **Automotive Replacement**: Strong performance noted, particularly in North America and China, driven by new customer acquisitions and high used car sales prices [2][9] - **Mobility Sector**: Experienced double-digit growth, especially in e-bikes, with a positive outlook for continued strength [3][4] - **Industrial Recovery**: Gradual recovery observed, particularly in Asia, but tempered expectations for growth due to global trade uncertainties [6][12] - **Geographical Performance**: - **North America**: Positive trends in automotive replacement; industrial side expected to be challenging [11] - **EMEA**: Slight decline of 1% in Q1, but mobility business expected to provide tailwinds [3][11] - **Asia**: Positive core growth in China and India, with signs of industrial recovery [12][14] Financial Performance and Guidance - **Q1 Performance**: Exceeded expectations with a 1.5% organic growth; Q2 guidance remains flattish [1][5] - **Full Year Guidance**: Targeting approximately 1.5% organic growth for the year, with expectations for acceleration in the second half [17][21] - **Pricing Strategy**: Implemented $40 million in price increases to offset tariffs, anticipating some demand headwinds [20][27] Operational Challenges and Strategies - **Inventory Levels**: Destocking in agriculture and construction sectors is nearing completion, with confidence in distribution inventory levels [22][23] - **Tariff Impact**: Ongoing adjustments to pricing strategies in response to tariffs, with a focus on maintaining margin neutrality [29][34] - **Debt Management**: Aiming to reduce gross debt below $2 billion while balancing stock buybacks and potential M&A opportunities [46][48] M&A and Growth Opportunities - **M&A Strategy**: Open to strategic acquisitions that align with growth objectives, particularly in underrepresented segments or geographies [49][52] - **Data Center Market**: Targeting $100 to $200 million in incremental revenue by 2027, focusing on organic growth through existing product lines [41][42] Conclusion - **Outlook**: Gates Industrial remains optimistic about its growth trajectory, particularly in automotive replacement and mobility sectors, while navigating challenges in industrial recovery and global trade dynamics. The company is committed to strategic pricing, operational efficiencies, and exploring M&A opportunities to enhance its market position [35][54]

Analysts on Wall Street project that Advance Auto Parts (AAP) will announce quarterly loss of $0.82 per share in its forthcoming report, representing a decline of 222.4% year over year. Revenues are projected to reach $2.5 billion, declining 26.6% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 3.6% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this t ...