Earnings Reports Overview - The Walt Disney Company reported fiscal Q3 results with earnings of $1.61 per share, exceeding expectations of $1.46, marking a +10.3% earnings beat. However, revenues were slightly below consensus at $23.65 billion, a +2.12% increase from $23.16 billion a year ago [3][4] - McDonald's reported Q2 earnings of $3.19 per share, beating estimates by 4 cents, with revenues of $6.84 billion, a +1.92% surprise and a +5% year-over-year increase. Comparable sales grew +3.8% overall, with +2.5% in the U.S. and +4% internationally [5] - Shopify's shares surged +14% after reporting Q2 earnings of 35 cents per share and revenues of $2.68 billion, surpassing expectations by +25% and +5.5% respectively, marking its first earnings beat in three quarters [6] - Uber reported earnings of 63 cents per share, beating estimates by a penny, with revenues of $12.65 billion, exceeding consensus by +1.57%. The company also announced a $20 billion share buyback [7] - Honda Motor Co. posted a +90% earnings surprise in its fiscal Q1 report with earnings of 97 cents per ADS, significantly improving from a -75% miss in the prior quarter [8] - Planet Fitness beat estimates by +8.86% with earnings of 86 cents in its Q2 report, maintaining a Zacks Rank 2 (Buy) [8]

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $70.2 million, down 3% from $72.6 million in Q2 2024 [5][10] - Adjusted earnings per share was $0.56, similar to Q2 2024 results [5] - Net income from continuing operations was $2 million or $0.33 per diluted share, compared to $4.1 million or $0.65 per diluted share in Q2 2024 [12] - Gross margin as a percentage of net sales decreased to 23.3% from 25.4% in the prior year [10][11] - Senior net leverage ratio increased to 1.32 from 1.23 in the previous year [13] Business Line Data and Key Metrics Changes - Eberhard is ramping up participation in the new USPS delivery vehicle program, indicating a strategic focus on custom-engineered solutions [6] - The backlog as of June 28, 2025, decreased by $20 million or 19% to $87.1 million, driven by decreased orders for returnable transport packaging and latch and handle assemblies [10] Market Data and Key Metrics Changes - The heavy truck and automotive markets are currently challenging, with reduced model changes expected to increase in the future [15] - The Class eight truck fleet age has increased significantly, which may lead to increased demand as maintenance costs rise [15][16] Company Strategy and Development Direction - The company is focused on margin protection and has built flexible and resilient supply chains [17] - There is an intention to be active but disciplined in M&A opportunities due to the challenging environment [17] - A share buyback program was completed with 400,000 shares purchased, including 82,000 shares in the quarter [7][13] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the impact of the business environment on top-line performance but expects recovery in the coming months [16] - The leadership team is in place with a strategic refresh across businesses, positioning the company for future success [20] Other Important Information - The company undertook salaried headcount reductions impacting over 60 jobs, resulting in annual savings of $4 million [6] - Capital expenditures for the quarter were $800,000, and dividends paid were $700,000 [13] Q&A Session Summary - There were no questions from participants during the Q&A session [19]

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Core Insights - Brazil's modernization of student transportation is being supported by Allison Transmission through the delivery of microbuses equipped with advanced automatic transmissions, marking a significant step in the school bus market in South America [1][2] Company Overview - Allison Transmission is a leading designer and manufacturer of propulsion solutions for commercial and defense vehicles, recognized as the largest global manufacturer of medium- and heavy-duty fully automatic transmissions [8][9] - The company has a global presence in over 150 countries, with regional headquarters in the Netherlands, China, and Brazil, and manufacturing facilities in the USA, Hungary, and India [8][9] Industry Impact - The introduction of fully automatic transmissions in school buses is part of the Caminho da Escola Program, aimed at providing safer and more reliable transportation for public school students in Brazil [3][5] - The new buses are designed for rough terrain, ensuring that students traveling long distances on unpaved roads have access to education [3][4] Product Features - Allison's fully automatic transmissions enhance driving experience by eliminating manual gear shifts, reducing physical strain on drivers, and providing greater control in challenging driving conditions [4][6] - The design of Allison Automatics allows for continuous power delivery and a smooth driving experience, minimizing torque interruptions during gear shifts [6]

Financial Data and Key Metrics Changes - Adjusted earnings per share increased by 8% compared to Q2 2024, reaching $2.95 [6][18] - Organic sales growth for the quarter was 8%, with record quarterly revenue of $7 billion and segment margins expanded by 20 basis points to 23.9% [6][18] - Book to bill ratio for combined segments increased to 1.1, indicating strong demand [8][20] Business Line Data and Key Metrics Changes - **Electrical Americas**: Achieved organic sales growth of 12%, primarily driven by data center strength, which was up about 50% [18][19] - **Electrical Global**: Total growth of 9%, with organic growth of 7% and a 2-point FX tailwind [22] - **Aerospace**: Organic sales growth of 11%, with a strong backlog increase of 16% year over year [25] - **Vehicle Segment**: Experienced a decline of 8% on both total and organic basis, primarily due to weaknesses in the North America truck market [26] Market Data and Key Metrics Changes - Demand in the aerospace business remains strong, with a 10% increase in orders on a rolling twelve-month basis [25] - APAC region posted double-digit organic growth, while EMEA showed mid-single-digit recovery [22] - Major project negotiations pipeline increased by 31% year over year, indicating robust market activity [21] Company Strategy and Development Direction - The company is focusing on three strategic pillars: lead, invest, and execute for growth, aiming to accelerate growth and create sustained shareholder value [9] - Recent acquisitions, such as Ultra PCS and Resilient Power Systems, are aimed at strengthening positions in high-growth markets like aerospace and data centers [11][12] - Partnerships with companies like NVIDIA and Siemens Energy are intended to enhance infrastructure and power distribution capabilities [14][15] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, citing strong order momentum and a robust negotiation pipeline [42][44] - The company raised its guidance for organic growth to a range of 8.5% to 9.5% for the year, reflecting positive market conditions [30][31] - Management noted that while some markets are not growing, the overall outlook remains positive due to strong performance in data centers and defense aerospace [28][29] Other Important Information - The company is investing in AI and ERP systems to enhance operational efficiency and customer interaction [103][105] - There is an expectation of margin improvement as capacity ramps up and inefficiencies are addressed [101][102] Q&A Session Summary Question: What is the expectation for Electrical Americas and global orders? - Management indicated strong visibility into Q3 orders, especially in Electrical Americas, with a backlog expected to remain above one [42][43] Question: Is Electrical Americas gaining market share in the US? - Management confirmed market share gains in North America, particularly in data centers, where growth outpaced market averages [51] Question: Can you recap your data center strategy regarding gray space and white space? - The company emphasized a comprehensive strategy addressing power availability and construction speed, with partnerships and acquisitions enhancing their position [53][56] Question: What is the impact of new capacity on orders? - Management noted that new capacity is expected to strengthen orders, with ongoing investments in FiberBond to meet data center demand [143][144] Question: How is the company managing margin pressures from capacity ramp-up? - Management acknowledged current inefficiencies but expects improved margins as operations normalize and capacity increases [101][102]

Financial Data and Key Metrics Changes - Adjusted earnings per share increased by 8% compared to Q2 2024, reaching $2.95, which is at the high end of the guidance range [6][18] - Organic sales growth for the quarter was 8%, driven by strong performance in Electrical Americas, Aerospace, and Electrical Global [6][18] - Segment margins reached a record high, expanding by 20 basis points to 23.9% [6][18] Business Line Data and Key Metrics Changes - Electrical Americas segment reported organic sales growth of 12%, primarily driven by data center strength, which was up approximately 50% [18][19] - Aerospace segment achieved organic sales growth of 11%, with particular strength in defense and commercial aftermarket [25][26] - Vehicle segment experienced an 8% decline in both total and organic sales, mainly due to weaknesses in the North American truck market [27] Market Data and Key Metrics Changes - Electrical Americas backlog grew by 17% year-over-year, reaching an all-time record [7][20] - Orders in Electrical Americas accelerated to a 2% increase on a trailing twelve-month basis, recovering from a 4% decline in the previous quarter [19][20] - APAC region showed double-digit organic growth, while EMEA experienced mid-single-digit growth [23][24] Company Strategy and Development Direction - The company is focusing on a strategy anchored by three pillars: lead, invest, and execute for growth, with a strong emphasis on high-growth and high-margin markets [9][16] - Recent acquisitions, including Ultra PCS and Resilient Power Systems, are aimed at strengthening the company's position in aerospace and data center markets [11][12] - Partnerships with companies like NVIDIA and Siemens Energy are designed to enhance infrastructure capabilities and address power availability challenges for data centers [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong order momentum and negotiation pipeline, particularly in Electrical Americas, which is expected to continue into Q3 [40][41] - The company raised its guidance for organic growth to a range of 8.5% to 9.5% for the year, reflecting positive market conditions [30][31] - Management noted that while some segments like vehicle and e-mobility are facing challenges, overall market positioning remains strong [30][31] Other Important Information - The company is investing in AI and ERP systems to enhance operational efficiency and customer interaction, which is expected to yield long-term benefits [102][104] - The integration of Fiberbond is progressing well, with expectations of increased volume and new business opportunities [76][77] Q&A Session Summary Question: What is the expectation for Electrical Americas and global orders? - Management indicated strong momentum in orders and a robust negotiation pipeline, expecting continued acceleration in Q3 [40][41] Question: Is Electrical Americas gaining market share in the US? - Management confirmed that market data indicates share gains in North America, particularly in data centers [49][50] Question: Can you elaborate on the data center strategy regarding gray space and white space? - The company has a comprehensive strategy addressing power availability and construction speed, with partnerships and acquisitions enhancing their capabilities [51][52] Question: What is the outlook for Electrical Global margins? - Management expressed a cautious but optimistic view, aiming for margin improvements while being prudent in guidance [121][122] Question: How is the capacity coming online impacting orders? - Management noted that the new capacity is expected to strengthen orders and support growth, particularly in the data center segment [144][145]

Core Viewpoint - Homerun Resources Inc. has entered into a collaboration with Igraine PLC to develop rapid-deployment electric vehicle (EV) charging and battery storage solutions for the UK automotive sector, aiming to establish a first-mover advantage in this growing market [1][4]. Group 1: Collaboration Details - The collaboration will focus on developing pilot projects for electric vehicle charging infrastructure integrated with battery energy storage systems (BESS) [2]. - The initial pilot project will target one of the UK's largest automotive manufacturers, with a pipeline of potential clients already identified for commercial EV charging stations [2][4]. - The projects are designed for rapid deployment, allowing for quicker commercialization compared to larger grid-scale battery installations [3]. Group 2: Leadership and Expertise - Andy Brown from Igraine PLC, who has over 30 years of experience in battery storage and energy systems, will lead the collaboration, focusing on the technical and commercial aspects of the pilot projects [5]. - The initial phase will involve identifying a pilot site and evaluating technical feasibility, commercial modeling, and potential recurring revenue streams [6]. Group 3: Strategic Goals - The partnership aims to help major automotive manufacturers build a reliable charging network, thereby accelerating the uptake and sale of commercial electric and hybrid vehicles in the UK [4]. - The collaboration is positioned to address the unmet industry demand in the UK, with potential for deployment in other markets where Homerun Energy has a presence [7]. Group 4: Company Overview - Homerun Resources Inc. is a vertically integrated materials leader focused on green energy solutions, controlling the full industrial vertical from raw material extraction to advanced solar, battery, and energy storage solutions [9][12]. - The company is committed to ESG principles and aims to deliver shareholder value through strategic execution in the global energy transition [13].

一位欧盟官员周二表示，欧盟商品在进入美国时面临的15%关税是全包式的，包含了最惠国税率，这与部分与美国有协定的其他国家不同。除了钢铁和铝之外，所有商品都适用15%的税率。药品和半导体目前的关税为零，但如果未来因美国根据232条款调查而调高关税，其税率也不会超过15%。这项15%的上限同样适用于汽车及汽车零组件，且这类商品没有配额或限制。 ...

GreenPower Motor Company (GP) Update Summary Company Overview - GreenPower Motor Company designs, manufactures, and distributes all-electric zero-emission medium and heavy-duty vehicles, focusing on the commercial vehicle market and school bus sector [5][6] Key Highlights - Over 700 Class 4 EV Star models delivered, including passenger and trucking variants [5] - Strong order book for GreenPower school buses, with significant demand in the school bus sector [8] - Unique position as the only OEM offering both Class 4 Type A and Class 8 Type D all-electric school buses [6] Industry Dynamics - Notable slowdown in the adoption of electric medium and heavy-duty commercial vehicles due to rescinded regulations, relaxed mandates, and reduced pressure for adoption [6][7] - School bus sector shows increasing demand, with over 12,000 electric school buses ordered by October 2024, compared to a total of 490,000 school buses in operation nationwide [9][10] Market Opportunities - Capturing just 1% of diesel bus replacements could yield a $1.3 billion annual revenue opportunity [11] - Key markets include New York (50,000 school buses) and California (30,000 school buses), representing nearly 20% of the marketplace [10] - State mandates are accelerating the adoption of electric school buses [10] Health and Environmental Impact - Electric school buses are seen as a solution to health issues caused by diesel emissions, particularly affecting children's respiratory health [12][13] - Research indicates that switching to electric buses can improve student attendance and test scores [13][14] Technological Innovations - Vehicle-to-grid (V2G) technology allows school buses to act as power sources for the grid, providing grid stabilization and peak demand offset [19][21] - The Mega Beast product features nearly 400 kWh of battery capacity, enhancing its role as a power resource [22] Competitive Landscape - GreenPower utilizes a native EV platform for its vehicles, unlike competitors who modify existing platforms [36][38] - The company has significant battery capacity, enabling longer ranges and V2G capabilities [41] Financial Performance - Reported revenues of just under $20 million for the fiscal year ending March 31, 2025, down from the previous year [58] - Gross profit margin of 9.7% for the year, with a target of 22-23% as operations stabilize [60] Challenges and Risks - Tariffs have caused production delays and increased costs, impacting the supply chain [44][64] - The company is navigating uncertainties related to tariffs and their potential impact on manufacturing and pricing [63][80] Legislative Efforts - GreenPower is actively lobbying against tariffs on school buses, arguing they are counterproductive and harmful to public entities [79][80] - The company is also working with other manufacturers to advocate for federal support for electric school bus adoption [85] Future Outlook - The company aims to achieve positive cash flow by the end of the year, focusing on profitable sales opportunities in the school bus market [77] - Anticipates growth in both core states (New York and California) and other states interested in adopting electric school buses [43]

RT Muskonomy (@muskonomy)🚨BREAKING: According to D1EV, Tesla Model Y is the best-selling vehicle in Beijing, China for the first half of 2025 of any kind.📌 10,649 units delivered📌 2nd place BYD Qin Plus: 6,265 unitsThe so-called “Model Y killers” are nowhere in sight. https://t.co/jDLL4pf9YL ...