Reports first quarter 2025 total revenue of $7.2 million, representing 28% growth compared to the first quarter of 2024. Reports record quarterly service revenue led by strong validation activity. Reports first quarter gross margin of 6%, representing a 33-percentage point improvement compared to the first quarter of 2024.Announced a global Distribution and Collaboration Agreement with the Life Science business of Merck KGaA, Darmstadt, Germany, which operates in the U.S. as MilliporeSigma (“MilliporeSigma ...

Rockwell Automation (ROK) FY Conference May 08, 2025 02:15 PM ET Speaker0 Well, good afternoon, everyone, and, welcome back to day four of Oppenheimer's twentieth Annual Industrial Growth Conference. We're very happy to have, back to the conference, Rockwell Automation, Ajana Zehlner, head of IR and market strategy. Known each other many years, and I really appreciate you making the time right after earnings to come talk to us. So, Ajana, let's Speaker1 Would have missed it. Speaker0 Let's get into it. You ...

Rockwell Automation, Inc. (NYSE: ROK ) reported exceptionally strong Q2 ’25 financial results as management works to mitigate any financial risks resulting from tariff policies. With the majority of manufacturing being located in the U.S., Rockwell has significant flexibilityMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include ...

To paraphrase Rockwell Automation’s NYSE: ROK CEO, Blake Moret, the company’s home-field advantage ideally positions it to benefit from onshoring U.S. manufacturing. Its manufacturing footprint is North American-centric, with more than 70% located within the continental US. The company is a leader in automation; its products are devices and tools to automate processes and increase efficiency, which businesses and industries need to manufacture domestically and succeed. Rockwell Automation TodayROKRockwell A ...

丨证券研究报告丨 联合研究丨公司点评丨中控技术（688777.SH） [Table_Title] 营收利润短期承压，期待新兴业务释放动能 报告要点 [Table_Summary] 公司发布 2025 年一季报，2025 年 Q1 公司实现营收 16.07 亿元，同比下降 7.55%；归母净利 润 1.20 亿元，同比下降 17.42%。对于中控来说：一方面，市占率稳步提升夯实底仓，2024 年 公司 DCS/SIS 国内市占率分别为 40.4%/31.2%，继续稳居国内第一。另一方面，新的成长曲 线正在逐步蓄势，包括：1）主业区域扩张，2024 年海外业务收入 7.5 亿，同比增长 118%，新 签海外订单 13.55 亿，同比增长 35%+；2）新产品线开辟，2024 年正式建立机器人产品业务 体系，2024 年实现收入 5601 万元、新签订单 1.67 亿元。长期成长依旧值得期待。 分析师及联系人 [Table_Author] 赵智勇 宗建树 曹小敏 宋浪 SAC：S0490517110001 SAC：S0490520030004 SAC：S0490521050001 SFC：BRP550 SFC：BU ...

禾川科技交流更新 #公司机电执行器积淀深厚、工控领域曾为内资龙二（仅次于汇川）。 目前人形产品品类齐全，#覆盖约7成整机零部件，包括电机电控、编码器、行星滚柱丝杠、关节模组/灵巧手、整 机代工全谱系业务（22年布局无框电机及驱动器，23年展出空心杯及人形整机游龙一号一代产品，各产品在工业 领域早有布局，无缝衔接到人形）。 #客户以多家国内人形厂商为主，数量约30-40家。 禾川科技交流更新 #公司机电执行器积淀深厚、工控领域曾为内资龙二（仅次于汇川）。 目前人形产品品类齐全，#覆盖约7成整机零部件，包括电机电控、编码器、行星滚柱丝杠、关节模组/灵巧手、整 机代工全谱系业务（22年布局无框电机及驱动器，23年展出空心杯及人形整机游龙一号一代产品，各产品在工业 领域早有布局，无缝衔接到人形）。 #客户以多家国内人形厂商为主，数量约30-40家。 #零部件层面主推线性执行器（旋转也有），国内市占率也较高；客户进展较快的是小鹏、小米，HW云24年也签 了合作、今年也会出应用成果，其他国内知名客户均有1-2年对接跟进，期待后续各客户陆续发布进展催化。 #整机层面涵盖整机代工和设计，科研院校已有少量出货，当前也有联合企业 ...

Financial Performance - Pitney Bowes reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and compared to a loss of $0.01 per share a year ago, representing an earnings surprise of 17.86% [1] - The company posted revenues of $493.42 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.90%, and down from $830.51 million year-over-year [2] - Over the last four quarters, Pitney Bowes has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Pitney Bowes shares have increased approximately 25% since the beginning of the year, contrasting with the S&P 500's decline of -4.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $479.4 million, and for the current fiscal year, it is $1.21 on revenues of $1.99 billion [7] Industry Outlook - The Office Automation and Equipment industry, to which Pitney Bowes belongs, is currently ranked in the bottom 19% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Pitney Bowes' stock performance [5][6]

Innovative Semiconductors / Photonics Design and Manufacturing Through AI Automation, Digital Twin Modeling, and Simulation Software APRIL 2024 From Atoms to Systems Q1 2025 Earnings Presentation May 7, 2025 Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, debt or other financial instruments, of Silvaco Group, Inc. ("Silvaco" or the "Company"). The information contained her ...

By comparison, in the second quarter of fiscal year 2024, Symbotic had revenue of $393 million, a net loss of $55 million and adjusted EBITDA of $9 million. Cash and cash equivalents increased by $52 million from the prior quarter to $955 million at the end of the second quarter of fiscal year 2025. "Our execution has improved, and our margins expanded," said Symbotic Chairman and Chief Executive Officer Rick Cohen. "With stronger project execution and a compelling roadmap of product innovation, we remain w ...

Resideo (REZI) FY Conference May 07, 2025 10:30 AM ET Speaker0 Okay. Thank you, everybody. Welcome to the Oppenheimer Industrial Conference. I am Ian Zaffino. I am the equity research analyst that covers Resideo. I've been covering them since they spun out of Honeywell. With me today is Tom Saran, the company's president of products and solutions, and also Mike Cartlett, is the company's CFO. Guys, thank you very much for being here today. We really appreciate it. Speaker1 Thanks, Ian. Thanks for having us. ...