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Pentair(PNR) - 2025 Q2 - Earnings Call Presentation
2025-07-22 13:00
Q2 2025 EARNINGS RELEASE JULY 22, 2025 - Picture to be updated Key Definitions 3 Q2 2025 Earnings Release ©2025 Pentair. All Rights Reserved. • Except as otherwise noted, our results represent continuing operations for the period indicated, presented on an adjusted basis • Core sales refers to GAAP net sales from continuing operations excluding: (1) the impact of currency translation and (2) the impact of net sales from acquired businesses recorded prior to the first anniversary of the acquisition, excludin ...
Veralto Commits €20M to Emerald's New Fund to Accelerate Water Innovation Solutions
Prnewswire· 2025-07-22 11:30
Funding commitment makes Veralto a Cornerstone Investor of the new proposed fund, expected to launch in OctoberWALTHAM, Mass., July 22, 2025 /PRNewswire/ -- Veralto Corporation (NYSE: VLTO) (the "Company"), a global leader in essential water and product quality solutions dedicated to Safeguarding the World's Most Vital Resources™, announced a €20 million investment commitment in Emerald Technology Ventures' Global Water Fund II, reinforcing the Company's focus on driving the next wave of water innovation an ...
Should You Invest in the Invesco Global Water ETF (PIO)?
ZACKS· 2025-07-22 11:21
Designed to provide broad exposure to the Industrials - Water segment of the equity market, the Invesco Global Water ETF (PIO) is a passively managed exchange traded fund launched on 06/13/2007.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversi ...
CGW: A Ticket To The Global Water Industry
Seeking Alpha· 2025-07-22 07:48
Group 1 - The Invesco S&P Global Water Index ETF (NYSEARCA: CGW) is facing challenges due to decreased accessibility to clean water and aging infrastructure [1] Group 2 - The article does not provide any additional relevant information regarding companies or industries beyond the mentioned ETF and its context [2][3][4]
X @The Economist
The Economist· 2025-07-22 06:40
Public confidence in Britain’s water industry is at rock-bottom. The proposals to overhaul it look broadly sensible but will take time—meanwhile Britons will continue to grumble https://t.co/Cuf7e2wHyC ...
X @The Economist
The Economist· 2025-07-21 19:40
Ofwat has been the British water industry’s economic regulator for more than three decades. Neither consumers nor water companies are happy with it https://t.co/NljASP7tA7 ...
A. O. Smith Set to Report Q2 Earnings: Is a Beat in Store?
ZACKS· 2025-07-21 16:56
Core Viewpoint - A. O. Smith Corporation (AOS) is expected to report second-quarter 2025 results on July 24, with mixed performance indicators suggesting potential challenges and opportunities ahead [1][9]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for A. O. Smith's revenues is $987.3 million, reflecting a 3.6% decline from the previous year [2]. - The consensus estimate for adjusted earnings is 97 cents per share, indicating an 8.4% decline year-over-year [2]. Segment Performance - The North-American segment is anticipated to benefit from strong demand for commercial boilers and water treatment products, although a decline of 3.4% year-over-year to $764 million is expected due to softness in the residential and commercial water heater industry [3]. - The Rest of World segment is projected to generate revenues of $234 million, down 4.5% from the prior year, primarily due to challenges in the Chinese real estate market affecting residential water treatment and gas water heating products [4]. Cost and Acquisition Impact - A. O. Smith has faced high costs and expenses, with labor shortages and increased material costs negatively impacting performance, despite some moderation in supply-chain constraints [5]. - Recent acquisitions, such as the Pureit business from Unilever and Impact Water Products, are expected to positively influence the company's top line and enhance its position in the water treatment industry [6][7]. Earnings Expectations - A. O. Smith has an Earnings ESP of +4.48%, with the Most Accurate Estimate at $1.01 per share, suggesting a potential earnings beat despite the projected decline in EPS [8][9].
X @Bloomberg
Bloomberg· 2025-07-21 16:20
The Cunliffe Review may start to clamp down on bad leadership at Britain's water companies but with bills going up, it's not likely to end public fury – and end the great stink. Get the Readout with @allegrastratton https://t.co/JyuUdvAJeK ...
Badger Meter Set to Release Q2 Earnings: Here's What to Expect
ZACKS· 2025-07-21 15:31
Key Takeaways Utility water sales for BMI are expected to rise to $210M from $173M in the year-ago quarter. Smart water solutions, ORION Cellular and BEACON SaaS sales continue to fuel BMI's top-line growth. Gross margin benefits from pricing and mix may be offset by elevated investment-related expenses.Badger Meter, Inc. (BMI) is slated to release second-quarter 2025 earnings on July 22, before market open.The Zacks Consensus Estimate for revenues is pegged at $234.33 million, which implies growth of 8.2 ...
中国情况:1H25 展望_聚焦现金流China Environment_ 1H25 preview_ Stay focused on cash
2025-07-21 14:26
China Environment Equities 1H25 preview: Stay focused on cash 1H25 results preview (all YoY comparison for 1H25) Summary | Company | Ticker | Ccy | Rating | Price | | | _____TP_____ Upside Market cap | | | _________P/E________ | | | ________P/B_________ | | | ____Dividend yield (%) ___ | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | Old | New | | USDm | 25e | 26e | 27e | 25e | 26e | 27e | 25e | 26e | 27e | | EBE | 257 HK | HKD | B ...