Geospace (GEOS) Q2 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Richard Kelley - President & CEORobert Curda - EVP & CFOBill Dezellem - Founder, President & Chief Investment OfficerSheldon Grodsky - PresidentScott Bundy - Senior Vice President Investments Operator Welcome to the Geospace Technologies Second Quarter twenty twenty five Earnings Conference Call. Hosting the call today from Geospace is Mr. Rich Kelly, President and Chief Executive Officer. He is joined by Robert Curda, the c ...

Financial Data and Key Metrics Changes - For Q2 2025, the company reported revenue of $18 million, down from $24.3 million in the same period last year, representing a decrease of 26% [11] - The net loss for Q2 2025 was $9.8 million, or $0.77 per diluted share, compared to a net loss of $4.3 million, or $0.32 per diluted share, in the prior year [11] - For the first half of fiscal year 2025, revenue was $55.2 million, down from $74.3 million in the same period last year, marking a decrease of 26% [11] Business Line Data and Key Metrics Changes - The Smart Water segment generated revenue of $9.5 million for Q2 2025, an increase of 48% from $6.4 million in the same period last year [11] - The Energy Solutions segment saw a significant decline, with Q2 revenue of $2.6 million, down 77% from $11 million in the same period last year [12] - The Intelligent Industrial segment reported revenue of $5.9 million for Q2 2025, a decrease of 13% from $6.7 million in the prior year [13] Market Data and Key Metrics Changes - The company is experiencing increased interest in its Quanta product offerings, indicating potential organic growth in this market segment [6] - The ongoing uncertainty in the Energy Solutions segment is attributed to global trade concerns, tariffs, and decreasing oil prices, which have impacted project decisions for customers [7] Company Strategy and Development Direction - The company aims to leverage its innovative IoT technologies and diversify into high-margin markets in the smart water and intelligent industrial segments [9] - The management is focused on strategic cost-cutting and optimizing the supply chain to mitigate external factors affecting the business [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's positioning in newer markets and highlighted a strong backlog going into the second half of the year [10] - The management acknowledged the volatility in the oil and gas market but remains cautiously optimistic about long-term investments from partners and customers [38] Other Important Information - The company maintains a strong balance sheet with no debt and $19.8 million in cash and short-term investments [9] - The company is pursuing growth through acquisitions and accretive additions to its top-line revenue [9] Q&A Session Summary Question: What is the target breakeven level regarding cost-cutting? - Management is focused on strategic cost-cutting and evaluating which business units to invest in going forward [20] Question: Can you elaborate on the Mariner contract and future requirements? - The Mariner contract is with a new customer in the Caspian area, anticipating increased activity and potential future business [21] Question: What are the implications of the federal government's budget for the company? - Management is bullish about opportunities in border security products and believes passing a budget could be positive for the company [23][25] Question: Will the revenue continue at the current low level? - Management expects stronger performance in Q3 and Q4 due to a solid backlog and ongoing customer engagement [37] Question: What is the status of the sale of the 17 acres? - The sale is anticipated to be completed in the current quarter [41] Question: What revenue is needed from the water business to begin making money? - The smart water division has shown operating income, and management is optimistic about continued profitability [43][45] Question: What percentage of revenue does Aquantia represent? - Aquantia continues to be a single-digit percentage of revenue, with expectations for gradual growth [46] Question: How has the Hydrocon connector business developed? - The Hydrocon connectors have seen 10% to 15% growth year-on-year, with recent quarterly growth exceeding 40% [51][53] Question: What is the market size for Aquantum smart valves compared to Hydrocon? - The total addressable market for water control valves is significant, with increasing interest in remote shutoff valves due to cost savings [60][62]

BERWYN, Pa., May 1, 2025 /PRNewswire/ -- AMETEK, Inc. (NYSE: AME) today announced its financial results for the first quarter ended March 31, 2025.AMETEK's first quarter 2025 sales were $1.73 billion, in-line with the first quarter of 2024 sales. Operating income increased 2% to $454.8 million, and operating margins were up 60 basis points to 26.3%, both versus prior year's adjusted results. Free cash flow to net income conversion was 112% in the quarter.On a GAAP basis, first quarter earnings per diluted s ...

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THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS St Peter Port, Guernsey 28 April 2025 NB Private Equity Partners (NBPE), the $1.3bn FTSE 250 listed private equity investment company managed by Neuberger Berman, today releases its 2024 Annual Financial Report and 31 March 2025 Monthly NAV Update. Audited Annual Results Highlights (31 December 2024) NAV per share of ...

Samsara (NYSE: IOT ) has fallen significantly since my last publication. Even after the fall I believe that the stock is overvalued because it produces low FCF margins. Additionally, it has high terminal value risk because of the impact of advanced drivingI'm an Industrial Engineer. I read a lot of books and I'm very inspired by the quality investing branch. I look to buy and hold for the long term. Mainly focused on Tech stocksAnalyst’s Disclosure: I/we have no stock, option or similar derivative position ...