Financial Data and Key Metrics Changes - The company reported a 7% increase in top line growth, resulting in revenue of approximately $1,000,000,000 for the first quarter of 2025, with trailing twelve-month revenue of approximately $3,800,000,000 [5][19] - Earnings per diluted share were $1.11, which included approximately $0.05 of dilution from convertible notes and related warrants, representing a 7% decrease compared to $1.19 in the prior year period [5][22] - Gross margin improved to 22.8%, up 90 basis points from the same period last year, while operating margin on a GAAP basis increased by 10 basis points to 6.5% [20][21] Business Line Data and Key Metrics Changes - RV revenues increased by 14% to $479,000,000, representing 48% of consolidated revenue, driven by wholesale unit shipment growth and market share gains [11][19] - Marine revenues were $149,000,000, up 4% from the prior year, despite a 10% decrease in wholesale powerboat unit shipments [13][19] - Powersports revenues were $81,000,000, up 2% from the prior year, representing 8% of consolidated sales [16][19] - Housing revenues increased by 7% to $295,000,000, with manufactured housing representing 59% of housing revenue [17][19] Market Data and Key Metrics Changes - RV retail unit shipments decreased approximately 7%, while wholesale unit shipments increased 14% [12][19] - Estimated marine retail and wholesale powerboat unit shipments were 766,500 units, indicating a seasonal dealer field inventory build [14][19] - The company expects full-year RV retail unit shipments to be down mid to high single digits, with a similar outlook for marine retail [28][29] Company Strategy and Development Direction - The company completed two acquisitions in the quarter and repurchased approximately $8,500,000 of its stock, maintaining a focus on cost and working capital management [5][19] - The company is investing in its Advanced Product Group to drive innovation and strengthen customer partnerships [6][9] - The company aims to maintain flexibility and scalability in its operations to adapt to market changes and capitalize on growth opportunities [6][9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged uncertainty in the market due to global tariff headlines but expressed confidence in the long-term resilience of the outdoor enthusiast lifestyle [8][9] - The company is focused on managing its variable cost structure and maintaining strong customer relationships to navigate near-term market dynamics [9][27] - Management expects pent-up demand to drive new purchases when economic uncertainty eases [9] Other Important Information - The company reported a net leverage of 2.7 times, down from 2.8 times in the prior year, with total net liquidity of $745,000,000 [25][24] - The effective tax rate for the first quarter was 17.7%, compared to 10.6% in the prior year, primarily due to differences in tax benefits related to equity compensation [21][19] - The company is actively working to mitigate tariff impacts, with approximately 15% of its cost of goods sold exposed to tariffs [26][27] Q&A Session Summary Question: What is the current gross exposure to tariffs? - Management indicated that the gross exposure to tariffs is higher than $250,000,000 and is actively working to mitigate the impact through various strategies [35][36] Question: How much pricing will be used to offset tariff impacts? - Management stated that pricing adjustments will be made thoughtfully, focusing on line-by-line analysis to mitigate costs [39][40] Question: What is the outlook for RV shipments? - Management noted that while Q1 shipments were up 14%, retail numbers showed some caution, indicating a need for consumer confidence to improve for a positive outlook [53][54] Question: What cost levers are being utilized? - Management highlighted a focus on variable costs and fixed cost reductions, maintaining flexibility to adapt to revenue changes [61][62] Question: What is the outlook for manufactured housing? - Management expressed optimism about the manufactured housing market, citing a significant gap in affordable housing and ongoing demand [87][96]

Q1 2025 Earnings Presentation May 1, 2025 Forward-Looking Statements USE OF NON-GAAP FINANCIAL MEASURES This presentation contains non-GAAP financial measures. These measures, the purposes for which management uses them, why management believes they are useful to investors, and a reconciliation to the most directly comparable GAAP financial measures can be found in the Appendix of this presentation. All references to profit measures and earnings per share on a comparable basis exclude items that affect comp ...

Financial Performance - For Q1 2025, Rush Enterprises reported revenues of $1.85 billion, a decrease of 1.1% from $1.87 billion in Q1 2024. Net income was $60.3 million, or $0.73 per diluted share, down from $71.6 million, or $0.88 per diluted share in the same period last year [1][19][8] - The company's aftermarket products and services generated revenues of $619.1 million, down 4.6% year-over-year [7][20] - The absorption ratio for Q1 2025 was 128.6%, slightly lower than 130.1% in Q1 2024 [7][38] Market Conditions - The commercial vehicle industry faced challenges including a freight recession, economic uncertainty, and concerns over U.S. trade policy and emissions regulations, leading to a cautious approach from customers regarding vehicle acquisitions [2][4] - New Class 8 truck sales in the U.S. totaled 51,938 units in Q1 2025, a decline of 9.2% compared to the previous year. Rush Enterprises sold 3,154 new Class 8 trucks, a decrease of 7.4%, capturing 6.1% of the U.S. market [11][12] - New Class 4-7 retail commercial vehicle sales also decreased by 4.7% year-over-year, with Rush selling 3,204 new Class 4-7 vehicles, remaining relatively flat compared to Q1 2024 [14][15] Strategic Initiatives - The company emphasized its focus on vocational and public sector customers, which helped mitigate the impact of sluggish demand from over-the-road customers [2][12] - Rush Enterprises implemented a "Ready to Roll" inventory program, which contributed to steady sales in medium-duty trucks despite overall industry declines [2][15] - The leasing and rental segment showed resilience, with revenues increasing by 2.7% year-over-year, driven by full-service leasing growth [17][21] Future Outlook - The company expressed uncertainty regarding the second half of 2025 due to potential impacts from tariffs and emissions regulations, which may delay customer orders [4][23] - Despite current challenges, the company remains confident in its position within the industry, citing its extensive dealer network and strong manufacturer relationships [4][23]

CONSOLIDATED TURNOVER FOT THE 1st QUARTER 2025: +6.4% at €41.5MAT CONSTANT EXCHANGE RATE (*): +4.1% Blagnac, France, April 30th, 2025, after closing of the Stock Market. SOGECLAIR, a supplier of innovative solutions with high added value for a safer and less-consuming mobility announces today its turnover for the 1st quarter 2025 (ending on March 31st 2025). SOGECLAIR is listed on Euronext Growth Paris. (*) At Constant Exchange rate: the change variations over the period represent €+0.9M against €-0.2M in 2 ...

Bowie, MD, April 30, 2025 (GLOBE NEWSWIRE) -- Blink Charging Co. (NASDAQ: BLNK) (“Blink” or the “Company”), a leading global manufacturer, owner, operator, and provider of electric vehicle (EV) charging equipment and services, will announce its first quarter results on Monday, May 12, 2025, following the close of the financial markets. The Company will host a conference call and webcast that day at 4:30 p.m. Eastern Time to discuss the Company’s results for the first quarter ended March 31, 2025. To access ...

Camping World (CWH) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Company Participants Lindsey Christen - Chief Administrative & Legal Officer and Company SecretaryMarcus Lemonis - Chairman & CEOMatthew Wagner - PresidentThomas Kirn - CFOSean Wagner - AVPMichael Swartz - Director - Equity ResearchBret Jordan - Managing Director Conference Call Participants Joseph Altobello - MD & Senior AnalystAlexander Perry - AnalystScott Stember - Executive Director & Senior Research AnalystNoah Zatzkin - Vice Preside ...

TEL AVIV, Israel, April 30, 2025 (GLOBE NEWSWIRE) -- Xylo Technologies Ltd. (Nasdaq: XYLO) (“Xylo” or the “Company”), a technology-based company engaged in advanced innovative technologies, announced today that Charging Robotics, Inc. (OTC: CHEV) (“Charging Robotics”), a Delaware corporation (62.22% owned by Xylo), has successfully installed a system for wireless charging of electric vehicles with a leading supplier of robotic parking facilities. Following the installation, the system successfully demonstra ...

Camping World (CWH) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Speaker0 Good day, and welcome to the Camping World Holdings, Inc. First Quarter twenty twenty five Results Conference Call. All participants will be in a listen only mode. Please note that this event is being recorded. I would now like to turn the conference over to Lindsay Christian, Chief Administration Legal Officer. Please go ahead. Speaker1 Thank you and good morning everyone. A press release covering the company's first quarter ende ...

Pioneering seamless EV charging experience for robotic parking systems Tel Aviv, Israel, April 30, 2025 (GLOBE NEWSWIRE) -- Charging Robotics Inc. (OTC: CHEV), a leading innovator in wireless electric vehicle (EV) charging solutions, announces that it has installed a system for wireless charging of electric vehicles with a leading supplier of robotic parking facilities. Following the installation, the ability of the system to transfer power wirelessly was demonstrated. Eventually, the system is intended to ...

Q1 2025 RESULTS Gross operating income stood at EUR 819 million, up +3.3% vs. EUR 793 million in Q1 2024 Leasing and Services margins stood at EUR 708 million, up +2.9% vs. EUR 689 million in Q1 2024. Underlying margins1 stood at 562 bps of average earning assets in Q1 2025 vs. 522 bps in Q1 2024.Used car sales (UCS) result and depreciation adjustments stood at EUR 111 million up +5.8% vs. EUR 105 million in Q1 2024 thanks to slower used car sales market normalization and lower depreciation adjustments. U ...