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Exosens delivers strong revenue growth in Q1 2025 in a dynamic defense market environment; Fully on track to 2025 guidance
Globenewswire· 2025-04-28 05:30
Core Insights - Exosens reported strong revenue growth in Q1 2025, achieving €104.9 million, a 21.1% increase compared to Q1 2024, driven by robust demand in Defense markets [7][8][10] - The company is on track to meet its 2025 guidance, expecting high-teens revenue growth and low twenties adjusted EBITDA growth [3][23] Financial Performance - Total revenue for Q1 2025 was €104.9 million, up €18.3 million from Q1 2024, with a like-for-like growth of 18.0% [6][7] - Amplification revenue reached €81.7 million, reflecting a significant growth of 29.1% year-over-year, primarily due to increased demand for night vision applications [9][10] - Detection & Imaging revenue slightly declined to €24.0 million, down 1.0% compared to Q1 2024, impacted by temporary challenges in the Telops segment [11][12] Margin Analysis - Adjusted gross margin increased by 28.1% to €52.6 million in Q1 2025, with a margin rate of 50.1%, up 270 basis points from the previous year [8][17] - The Amplification segment's adjusted gross margin grew by 39.5% to €40.8 million, with a margin rate of 49.9% [18] - Detection & Imaging segment's adjusted gross margin remained stable at €11.8 million, with a margin rate improvement to 49.3% [19] Market Dynamics - The demand for Exosens' products is bolstered by increasing geopolitical tensions and sustained investments from NATO and Tier-1 allies [4][10] - The company anticipates continued growth in its Defense-related activities, with expectations for the Detection & Imaging segment to recover and accelerate throughout 2025 [12][23] Strategic Developments - Exosens completed the acquisition of Noxant, enhancing its capabilities in high-performance cooled infrared imaging, particularly for Defense and Surveillance applications [13][14] - The integration of Noxant is underway, expected to be finalized by the end of June 2025 [14] Governance and Shareholder Updates - Bpifrance Investissement is proposed for appointment to the Board of Directors, following an increase in its stake to 7.2% of Exosens' share capital [20][21] - The company maintains a leverage ratio target of around 2x while pursuing its growth strategy [24]
专家访谈汇总:火电迎“调峰”时代,谁将成为受益者?
1 、 《 光通信模块核心标的 》摘要 ■ 随着AI大模型爆发性增长(如GPT、Sora),数据中心对 高速光模块 (800G/1.6T)和相关光器件 需求激增。 ■ 中际旭创 800G产品已批量出货, 1.6T模块研发进度全球领先 ,预计2025年量产。 ■ 新易盛 400G及以下已规模化交付,800G小批量,1.6T样品发布。 3、 《 华为5G通信设备出海 》摘要 5、《 2024年全国发电设备行业十大科技创新 》摘要 ■ 作为中国首个 完全自主知识产权 的三代非能动压水堆技术,"国和一号"标志着中国在高端核电装备 领域打破技术封锁,反应堆压力容器、主泵、堆芯仪表等关键设备全面国产化,未来有望 批量化复 制 。 ■ 德国新政府取消"可信国家"限制 ,转而采用"可信技术标准",核心逻辑从"政治标签"转向"技术标 准",为华为扫清合规障碍。 ■ 华为在5G设备领域 技术先进+成本优势明显 ,替代厂商有限(如诺基亚、爱立信产能与性价比不 足)。 4 、 《 跨国巨头的数亿美元订单,被这家中国企业拿下了 》摘要 ■ 在净利率本就不高(3~5%)的背景下,供应链成本动辄占运营成本的四分之一以上,任何微小效 率的提 ...
野村:中际旭创 - 2025 年第一季度营收增长因芯片短缺受限
野村· 2025-04-27 03:56
Investment Rating - The report maintains a "Buy" rating for Zhongji InnoLight with a target price reduced to CNY 125, implying a 54% upside from the closing price of CNY 81.19 on April 21, 2025 [5][26]. Core Insights - The company experienced significant revenue and earnings growth in FY24, with year-on-year revenue growth of 122.6% and earnings growth of 142.6%. However, 1Q25 revenue growth was subdued at 37.8% year-on-year due to a shortage of EML chips, while earnings rose 56.8% year-on-year, driven by better gross profit margins [1][2][19]. - Demand for 800G transceivers is expected to remain strong, while demand for 1.6T transceivers may slow down this year but is anticipated to ramp up next year. The easing of the EML chip shortage is expected to improve shipment volumes in the coming quarters [2][19]. - The report highlights that a temporary tariff exemption is currently easing margin pressure and may boost near-term shipments, although the risk of a tariff hike remains a concern [3][19]. Financial Summary - FY24 revenue was reported at CNY 23,862 million, with a projected revenue of CNY 37,228 million for FY25 and CNY 41,462 million for FY26. The normalized net profit for FY24 was CNY 5,171 million, with projections of CNY 8,202 million for FY25 and CNY 9,373 million for FY26 [4][10]. - The gross profit margin (GPM) is expected to improve slightly, with FY25-26F GPM raised by 0.1 percentage points due to a better product mix [16][19]. - The company is currently trading at a normalized P/E of 9.7x for FY26F, which is below the median P/E range of the China electronic/communication component companies [1][4][19].
Is it the Right Time to Add EYE Stock to Your Portfolio Now?
ZACKS· 2025-04-09 13:40
National Vision Holdings, Inc. (EYE) is strengthening its foundation with leadership changes, expanded exam capacity and other strategic initiatives. Favorable optical retail industry statistics bode well for the company's growth potential in the upcoming quarters. Furthermore, America's Best brand is boosting revenues, leveraging the ongoing strength of managed care. Meanwhile, a negative solvency position poses concerns for National Vision's operations. Year to date, this Zacks Rank #2 (Buy) company's sha ...
POET Expands Global Reach as It Teams with South Korea's Lessengers To Develop 800G DR8 Transceivers for AI and Hyperscale Markets
Newsfilter· 2025-04-02 12:30
TORONTO, April 02, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSXV:PTK, NASDAQ:POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has partnered with Lessengers, an innovative optical solution provider based in South Korea, to offer a differentiated 800G DR8 transceiver. The transceiver will include POET's transmit and receive optical engines and Lessenger's "Direct Op ...
Poet Ships Advanced Optical Engine Samples to Three Global Technology Customers for AI Applications
Globenewswire· 2025-03-20 12:30
TORONTO, March 20, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has fulfilled orders from three global customers for samples of its advanced optical transmit engines. The Company announced that it has shipped final design samples of its POET Infinity transmit product line for 400G and 800G appl ...
重大资产重组,上市以来首次!
IPO日报· 2025-03-03 09:00
星标 ★ IPO日报 精彩文章第一时间推送 又一家上市公司发布重大资产重组计划。 股权结构方面,启真投资、郑波持有迅特通信的比例分别为39.5680%、5.1745%,启真投资为标的公司第一大股东。此外,公司股东 还包括鹏晨投资、国投创业、中信证券等。 需要指出的是,启真投资的实控人为郑波,后者持股比例达90%。标的公司的现有实控人为郑波。 这意味着,本次交易完成后,郑波及其控股的启真投资,或将入股腾景科技。 公开资料显示,郑波生于1978年,2000年毕业于浙江大学,之后在华为工作了12年,成为当时华为最年轻的省级公司总经理之一。 2012年,郑波从华为辞职后参与创立迅特通信。 近日,腾景科技发布公告称,公司正筹划以发行股份及支付现金的方式购买深圳市迅特通信技术股份有限公司(下称"迅特通信")控 制权事项。 腾景科技表示,预计本次交易后部分交易对方将持有上市公司5%以上股份,根据《上海证券交易所科创板股票上市规则》相关法规, 本次交易预计构成关联交易。本次交易预计重大资产重组,但不会导致公司实际控制人发生变更,不构成重组上市。 制图:佘诗婕 01 实控人出身华为 据了解,迅特通信成立于2008年,是一家专注 ...
National Vision(EYE) - 2024 Q4 - Earnings Call Transcript
2025-02-26 16:39
National Vision Holdings Inc (NASDAQ:EYE) Q4 2024 Earnings Conference Call February 26, 2025 8:00 AM ET Company Participants Tamara Gonzalez - VP of Investor Relations Reade Fahs - CEO Alex Wilkes - President Melissa Rasmussen - CFO Conference Call Participants Michael Lasser - UBS Anthony Chukumba - Loop Capital Markets Taylor Brimberg - Wells Fargo Simeon Gutman - Morgan Stanley Meghan Holtz - Jefferies Adrienne Yih - Barclays Molly Baum - Bank of America Operator Good day, and thank you for standing by. ...
中润光学:中润光学首次公开发行股票并在科创板上市招股意向书
2023-01-19 11:13
特别提示:本次股票发行后拟在科创板市场上市,该市场具有较高的投资风险。科创 板公司具有研发投入大、经营风险高、业绩不稳定、退市风险高等特点,投资者面临 较大的市场风险。投资者应充分了解科创板市场的投资风险及本公司所披露的风险因 素,审慎作出投资决定。 嘉兴中润光学科技股份有限公司 (浙江省嘉兴市秀洲区高照街道陶泾路 188 号) 首次公开发行股票并在科创板上市 招股意向书 保荐机构(主承销商) (注册地址:深圳市罗湖区红岭中路 1012 号国信证券大厦十六至二十六层) 嘉兴中润光学科技股份有限公司 招股意向书 嘉兴中润光学科技股份有限公司 招股意向书 声明及承诺 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对注册 申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其对发行 人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之 相反的声明均属虚假不实陈述。 根据《证券法》的规定,股票依法发行后,发行人经营与收益的变化,由发 行人自行负责;投资者自主判断发行人的投资价值,自主作出投资决策,自行承 担股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风险。 ...