Tyson Foods (TSN) FY Conference May 14, 2025 08:00 AM ET Speaker0 All right. Good morning, everyone. I'm Andrew Strelzik, BMO's Agribusiness, Beverages and Restaurants Analyst, and I'm delighted to welcome everyone to our twentieth Annual Farm to Market Conference. Twenty years is an incredible milestone. And this year, we have the pleasure of hosting over 100 companies and nearly 1,000 total attendees over the course of today and tomorrow. Our goal today remains the same as it's been over the last two deca ...

Smithfield Foods (NASDAQ: SFD ) is a producer and processor of pork, and is the largest producer of pork-based products in the world . Domestically, SFD has a top market share in several prepared food categories, such asBuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our founder, also founded Tradition Ca ...

Paymentus (PAY) FY Conference May 13, 2025 04:30 PM ET Speaker0 Alright. Let's get started. My name is Tien Tsin Huang. I follow payments and IT services at JPMorgan, and this is the Paymentus fireside chat. We're happy to take questions at the end and also through the through the portal. But thank you to the Paymentus team for being here. Dushant Sharma, CEO Sanjay Kahara, CFO. Again, thank you both for for being here. I I always say like, Dushant, what you founded Paymentus of what, 02/2004, is that what ...

BENCHTOP LAB EQUIPMENT SALES UP 5% FIRST PEER-REVIEWED PUBLICATION ON COMPANY’S DOTS MPS BIOPROCESSING PLATFORM RECORD NUMBER OF BIOPROCESSING SALES OPPORTUNITIES Investor Call to be held Wednesday, May 14th at 11:00 a.m. Eastern Time BOHEMIA, N.Y., May 13, 2025 (GLOBE NEWSWIRE) -- Scientific Industries, Inc. (OTCQB: SCND), a life sciences tool provider, and a developer of digitally simplified bioprocessing products, yesterday reported financial results for the three-month period ended March 31, 2025. Busin ...

C3.ai, Inc. (AI) and UiPath Inc. (PATH) are both high-profile players in the booming AI automation sector. C3.ai specializes in enterprise AI applications, including predictive maintenance and generative AI tools, while UiPath leads in robotic process automation and is evolving toward “agentic AI” solutions. Both companies have seen recent momentum amid the broader artificial intelligence hype. In 2025, each presents a distinct case: C3.ai is smaller but growing faster, whereas UiPath is larger with more st ...

Core Insights - The international operations of Global Payments (GPN) are crucial for assessing its financial resilience and growth prospects, especially in a tightly interconnected global economy [1][2][3] Revenue Performance - GPN's total revenue for the quarter was $2.2 billion, reflecting a 1% year-over-year increase [4] - Europe generated $398.85 million, accounting for 18.09% of total revenue, slightly below the consensus estimate of $399.04 million [5] - Asia Pacific contributed $64.46 million, or 2.92% of total revenue, exceeding expectations by 7.27% [6] Future Revenue Forecasts - Analysts predict GPN will report total revenue of $2.35 billion for the current fiscal quarter, a 1.1% increase from the previous year, with Europe expected to contribute 18.6% and Asia Pacific 2.7% [7] - For the full year, total revenue is anticipated to reach $9.29 billion, a 1.5% increase, with Europe and Asia Pacific expected to contribute 18.7% and 2.8% respectively [8] Strategic Considerations - GPN's reliance on international markets presents both opportunities and challenges, making it essential to monitor international revenue trends for future projections [9][10]

Summary of Dover's Conference Call Company Overview - **Company**: Dover Corporation - **Event**: 2025 Conference Call - **Date**: May 13, 2025 Key Points Acquisition of Secora - Dover announced the acquisition of Secora, a global leader in precision measurement solutions based in Germany, with an enterprise value of approximately EUR 550 million [2][3] - Expected revenues from Secora are projected to exceed EUR 100 million this year, with a margin profile consistent with Dover's Pumps and Process Solutions segment [3][4] - The acquisition is seen as complementary to Dover's Polymer Processing platform, enhancing technology and recurring revenue opportunities [4][5] Financial Profile and Growth - Dover has invested over $1 billion in its polymer processing platform over the past decade, including the acquisition of Secora [5] - Secora's customer base includes blue-chip companies, providing opportunities for cross-selling, particularly in the wire and cable market, which benefits from global electrification investments [6][7] Capital Allocation and M&A Strategy - Dover has $1.8 billion in cash, with the Secora acquisition utilizing only a third of that amount, indicating potential for further M&A activity [11][12] - The company is engaged in discussions for various small tuck-in acquisitions, although no imminent deals are expected [12][13] Supply Chain and Production - Dover is assessing the potential shift of production and supply chains to the U.S. due to tariff discussions, but current exposure to China is limited (5% of revenue and 6% of cost) [19][21] - The company maintains a flexible supply chain strategy, allowing for adaptability in response to market conditions [22][32] Biopharma and Medical Segment - The biopharma segment generated mid-200 million in revenue in 2024, with expectations for double-digit growth moving forward [38][39] - The growth is attributed to a recovery in demand rather than merely a comp issue, indicating a fundamental demand increase [41][42] Clean Energy and CO2 Systems - Dover's clean energy segment, particularly in LNG, is expected to grow significantly, driven by favorable market conditions and technology investments [60][61] - The CO2 systems business is also experiencing growth, with global revenues projected in the mid-200 million range for 2024 [50][54] Automation Investments - Dover is focusing on automation across all segments, with significant capital allocated to enhance productivity and efficiency [34][36] - The company has seen substantial benefits from past automation investments, particularly in the capital goods sector [36] Thermal Connectors and Data Centers - The thermal connectors segment for liquid cooling in data centers is projected to exceed $30 million in 2024, with strong growth anticipated due to increased demand for high-performance computing [75][76] - The shift from air to liquid cooling is accelerating demand, driven by higher energy requirements from new chip technologies [79][80] European Heat Pumps - There is a positive outlook for the European heat pump market, with signs of demand recovery after a period of destocking [89][90] - The company is optimistic about growth opportunities in various markets, including HVAC and district energy systems [90] Additional Insights - Dover's management is closely monitoring macroeconomic conditions and their impact on demand, particularly in the context of tariffs and supply chain dynamics [32][33] - The company remains committed to its capital expenditure plans and is not altering its guidance despite market uncertainties [31][32] This summary encapsulates the key discussions and insights from Dover's conference call, highlighting the company's strategic initiatives, financial outlook, and market positioning across various segments.

Paysafe (PSFE) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Trevor Williams - Managing DirectorKirsten Nielsen - Head, Investor RelationsBruce Lowthers - CEO & Executive DirectorJohn Crawford - Chief Financial OfficerDarrin Peller - Managing DirectorTimothy Chiodo - Managing DirectorMatthew Inglis - Equity Research Senior Associate Conference Call Participants Andrew Harte - Director & FinTech AnalystJamie Friedman - Senior FinTech and IT Services Research Analyst Operator Greetings. ...

Q1 2025 Earnings Call M a y 1 3 , 2 0 2 5 Forward-Looking Statements © 2024 Hudson RPO. All rights reserved. 2 Q1 2025: Consolidated Financial Results US$ in Millions, except EPS | | '+ / - (1) | | CC (2) | Q1 2025 | Q1 2024 | | --- | --- | --- | --- | --- | --- | | Revenue | - | 6.0% | | $31.9 | $33.9 | | | - | 3.3% | CC | | | | Adjusted net revenue | + | 0.4% | | $16.4 | $16.3 | | | + | 2.2% | CC | | | | SG&A(3)(4) | - | 4.5% | | $17.1 | $17.9 | | | - | 2.8% | CC | | | | Adjusted EBITDA(5) | + | 56.7% | | ...

First Quarter 2025 Earnings Supplement May 13, 2025 1 Important Disclosure 2 2 • This presentation is intended to provide general information only and is not, and should not be considered, as an offer to purchase or sell the Company's securities, or a proposal to receive such offers. In addition, this presentation is not an offer to the public of the Company's securities. By attending or viewing this presentation, each attendee ("Attendee") agrees that he or she (i) has read this disclaimer, (ii) is bound b ...