On CNBC's “Mad Money Lightning Round,” Jim Cramer said no to O’Reilly Automotive, Inc. ORLY. “You want to buy the one that's not going to stock split, which is AutoZone AZO,” he added.Adding support to his view, O’Reilly Automotive posted first-quarter earnings of $9.35 per share on April 23, missing market estimates of $9.94 per share. The company's quarterly sales came in at $4.14 billion versus expectations of $4.17 billion.AutoZone has outperformed the market over the past 15 years by 10.81% on an annua ...

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Core Viewpoint - Matrix Service experienced a significant decline in stock price following disappointing quarterly earnings, with a nearly 9% drop on a day when the broader market remained relatively flat [1] Financial Performance - For fiscal Q3 2025, Matrix Service reported a 21% year-over-year revenue growth, reaching slightly over $200 million [2] - The company narrowed its non-GAAP adjusted net loss to $3.3 million, or $0.12 per share, compared to a loss of $14.6 million in the same quarter last year [2] Revenue Drivers - The revenue increase was attributed to strong performance in storage and terminal solutions, as well as utility and power infrastructure segments, driven by large-scale project execution [3] - Analysts had higher expectations, with a consensus estimate of over $247 million in revenue and a net loss of $0.05 for the quarter [3] Project Backlog - Matrix Service reported a nearly 8% year-over-year growth in project backlog, now totaling $1.4 billion [3] Revenue Guidance - The company lowered its revenue guidance for fiscal 2025 to a range of $770 million to $800 million, down from the previous estimate of $850 million to $900 million [4] - The new guidance, while above fiscal 2024's revenue of $728 million, falls short of the average analyst estimate of $854 million [4] Market Sentiment - The gap between expected performance and actual results raises concerns, leading to a cautious outlook on the stock until stronger improvement is demonstrated [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603815 证券简称：交建股份 公告编号：2025-031 安徽省交通建设股份有限公司 项目中标公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 近日，安徽省交通建设股份有限公司（以下简称"公司"）和中煤第三建设（集团）有限责任公司、安徽 祥源规划设计有限公司联合体收到合肥城建投资控股有限公司发来的《中标通知书》，公司成为包河区 BH202439号、BH202440号地块工程总承包-2标段（以下简称"项目"或"本项目"）的中标单位。 一、项目概况 项目名称：包河区BH202439号、BH202440号地块工程总承包-2标段 项目地点：安徽省合肥市 中标费率：88.00%（中标金额约7.04亿元人民币） 工期：870天 工程概况：包含所有单体住宅楼、配套用房、地下车库、室外综合配套、幼儿园、社区级党群活动中 心、及红线外公园绿地等全部建设内容：主要包含但不限于土方开挖及回填、地基处理、基础、主体结 构、屋面、建筑节能、地下室人行和车行出入口、室内精装修工程、公共部 ...

Limbach (LMB) FY Conference May 08, 2025 12:00 PM ET Speaker0 Great. Thank you, everybody. Mike McCann, President and CEO of Limbach Holdings. Joining me on this call today will be Jamie Brooks, EVP and CFO. She'll be available for Q and A. So look forward to getting into the discussion today, a little bit about Limbach Holdings. We reported at the end of the day, Monday, and we'll be talking about our growth strategy and market opportunity. So the first thing, a lot of times we are classified as E and C co ...

Matrix Service Company (MTRX) Q3 2025 Earnings Call May 08, 2025 10:30 AM ET Company Participants Kellie Smythe - Senior Director of Investor RelationsJohn Hewitt - CEO, President & DirectorKevin Cavanah - VP of Finance, CFO & Treasurer Conference Call Participants John Franzreb - Senior Equity AnalystBrent Thielman - MD & Senior Research Analyst Operator Good morning, and welcome to the Matrix Service Company Conference Call to discuss Results for the Third Quarter of Fiscal twenty twenty five. Currently, ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased by 21% to $200.2 million compared to $166 million in Q3 2024, driven by growth in storage and utility segments [21][31] - Gross margin improved to $12.9 million or 6.4% in Q3 2025 from $5.6 million or 3.4% in Q3 2024 [21][22] - The company reported a net loss of $3.4 million or $0.12 per share, an improvement from a net loss of $14.6 million or $0.53 per share in the same quarter last year [23] Business Line Data and Key Metrics Changes - Storage and Thermal Solutions segment revenue surged by 77% to $96.1 million in Q3 2025 from $54.3 million in Q3 2024, driven by specialty vessel projects [23][24] - Utility and Power Infrastructure segment revenue rose by 27% to $58.7 million compared to $46.1 million in the prior year, benefiting from natural gas peak shaving projects [25] - Process and Industrial Facilities segment revenue decreased to $45.4 million from $65.6 million, primarily due to the completion of a large renewable diesel project [26] Market Data and Key Metrics Changes - The company anticipates a 45% increase in U.S. LNG export demand, supporting elevated energy infrastructure spending [16] - The EIA projects an 8% increase in natural gas demand over the next six years, indicating strong growth potential in the electrical infrastructure market [17] Company Strategy and Development Direction - The company is restructuring to create a more efficient organization, including eliminating senior positions and decentralizing business development [8][11] - Matrix is winding down its Northeast transmission and distribution service line due to competitive disadvantages, while continuing to focus on electrical infrastructure services [12][13] - The strategic focus remains on delivering sustainable long-term shareholder value through a resilient growth-oriented platform [13] Management's Comments on Operating Environment and Future Outlook - Management noted macroeconomic uncertainties due to U.S. trade and environmental policies, but believes the underlying demand environment remains strong [14] - The company revised its fiscal 2025 revenue guidance down by 10% to $770 million to $800 million, while still expecting strong year-over-year growth [15][31] - Management expressed confidence in achieving a sustainable and profitable growth trajectory, supported by a $7 billion pipeline of project opportunities [17] Other Important Information - The company reported a backlog increase of nearly 8% sequentially to over $1.4 billion, with a book-to-bill ratio of 1.5 [18] - Cash flow from operating activities was $31.2 million for Q3 and $76.8 million year-to-date, with available liquidity increasing to $247.1 million [30] Q&A Session Summary Question: Can you walk us through the decision-making process to exit the transmission and distribution business? - Management indicated that competitive dynamics made it difficult to win work at acceptable margins, leading to the decision to wind down the business without a positive backlog [35][36] Question: What are the potential cost savings from exiting the business? - The exit will result in cost savings and reallocation of resources to the electrical instrumentation business, with the business operating at a loss previously [38] Question: Are the revenue guidance adjustments due to deferrals or cancellations? - Management clarified that some revenue was deferred due to delays in contract negotiations and project awards, but they expect strong spending on energy infrastructure in the coming years [39][42] Question: What is the opportunity profile for smaller projects as the company reengages in them? - Management emphasized the importance of smaller projects for building client relationships and strengthening execution teams, indicating a need to pursue these opportunities more effectively [43][44] Question: How might the geopolitical macroeconomic environment influence customer spending? - Management expressed confidence that despite uncertainties, the global demand for energy will continue to rise, supporting infrastructure investments [51][53]

Core Insights - Matrix Service Company reported strong revenue growth in the third quarter of fiscal 2025, driven by increased activity in its Storage & Terminal Solutions and Utility & Power Infrastructure segments, achieving a revenue of $200.2 million, up 21% from $166.0 million in the same quarter of the previous year [5][9] - The company experienced a book-to-bill ratio of 1.5x for the quarter, indicating strong demand in core energy and industrial markets, with total project awards of $301.2 million [7][13] - Despite a reduction in fiscal year revenue guidance by 10% due to macroeconomic uncertainties, the company maintains a robust backlog of $1.4 billion and a project pipeline valued at $7 billion, suggesting continued growth potential [3][4][18] Financial Summary - Revenue for the third quarter of fiscal 2025 was $200.2 million, a 21% increase from $166.0 million in the prior year [5] - Gross margin improved to $12.9 million (6.4%) compared to $5.6 million (3.4%) in the same quarter of fiscal 2024, attributed to better performance in Utility and Power Infrastructure and Process and Industrial Facilities segments [6] - The company reported a net loss of $(3.4) million or $(0.12) per share, an improvement from a net loss of $(14.6) million or $(0.53) per share in the prior year [9] Segment Performance - The Storage and Terminal Solutions segment saw revenue increase by 77% to $96.1 million, driven by higher volumes in specialty vessel and LNG storage projects, although gross margin slightly decreased to 3.9% [10] - The Utility and Power Infrastructure segment's revenue rose 27% to $58.7 million, with gross margin improving significantly to 9.4% due to effective project execution [11] - The Process and Industrial Facilities segment experienced a revenue decline to $45.4 million, primarily due to the completion of a large renewable diesel project, but gross margin improved to 8.3% [12] Backlog and Project Awards - The total backlog increased by 7.7% to $1.4 billion as of March 31, 2025, with project awards totaling $301.2 million for the quarter [7][13] - The book-to-bill ratio for the quarter was 1.5x, with significant contributions from the Storage and Terminal Solutions segment, which had a book-to-bill ratio of 2.1x [13][42] Financial Position - As of March 31, 2025, the company had total liquidity of $247.1 million, consisting of $185.5 million in unrestricted cash and cash equivalents, with no outstanding debt [16] - Cash flow from operations for the quarter was $31.2 million, reflecting strong scheduled payments from customers [14] Fiscal Year 2025 Guidance - The company updated its fiscal year 2025 revenue guidance to a range of $770 million to $800 million, down from the previous guidance of $850 million to $900 million, due to external uncertainties affecting project timelines [18]

本次活动由中建五局总承包公司承办，雨花区纪委监委、中建五局总部及在长二级单位、区住建局、雨 花城投集团相关负责人、党员代表参加活动。 本次活动坚持"观、学、悟、行"四位一体，将课堂教学与实地研学相结合，将理论学习与情景模拟相融 合。在长沙市廉政警示教育基地，全体与会人员接受警示教育洗礼，再次体悟共产党人的初心和使命， 夯实清正廉洁思想根基。随后，《立足岗位职责，学深悟透中央八项规定精神》主题党课，聚焦行业施 工签证变更、建材采购等工程领域典型场景开展模拟演练，具象化解析权力运行风险点。与会人员还集 体观看了警示教育片《反腐为了人民》。大家纷纷表示，要以案为鉴，时刻筑牢防腐拒变的思想防线。 雨花区委常委、纪委书记、监委主任钟孝明与黄东文共同为"地企清廉共建单位"揭牌。活动向各与会单 位发出了"争创清廉企业"的倡议，与会企业代表现场签订了阳光承诺书。中建五局总承包公司湖南分公 司代表作表态发言，表示坚决守好交往"廉洁关"，为进一步构建亲清政商关系，推动中建五局和雨花区 经济社会高质量发展注入"廉"动力。 长沙晚报掌上长沙5月6日讯（通讯员 袁鑫欣 张钰娇）为深入贯彻落实中央八项规定精神，进一步筑牢 工程建设领域廉 ...

Core Insights - Jacobs Solutions reported mixed quarterly results, with adjusted earnings exceeding expectations but revenue falling short of Wall Street predictions [1][3] - The company's shares declined by 6% following the earnings report [1] Financial Performance - Jacobs earned $1.43 per share in its fiscal second quarter, surpassing expectations by $0.05 [3] - Revenue for the quarter was $2.91 billion, approximately $90 million below consensus estimates [3] Business Segments and Demand - The company is experiencing strong demand in life sciences, transportation, and energy programs [4] - Earnings were negatively impacted by a mark-to-market loss on the investment in Amentum, which acquired Jacobs' government business in 2024 [4] - Jacobs plans to exit its retained stake in Amentum on May 30, distributing remaining shares to current investors [4] Capital Management - Jacobs repurchased $351 million worth of shares during the quarter [5] - The company retired over $300 million in debt and refinanced another $700 million at a lower interest rate [5] Future Outlook - Jacobs' backlog of future business reached $22.2 billion at the end of the quarter, reflecting a 20% year-over-year increase [6] - The company billed approximately $1.10 for every $1 it invoiced to customers, indicating positive future growth prospects [6] - With a 10% decline in stock price year-to-date, this may present a favorable opportunity for investors [7]