Pauli attributed the quarter’s gross margin improvement to multiple factors, including approximately $3.1 million from pricing actions. He also cited higher production volumes and improved leverage as Strattec built inventories by $7 million, which he said was intended to improve responsiveness to customers and reduce expedited logistics costs. In addition, the company recorded $1.7 million in restructuring savings during the quarter from cost optimization initiatives.Vice President and CFO Matthew Pauli sa ...

Key Takeaways ADNT posted Q1 adjusted EPS of $0.35, up Y/Y, as net sales rose 4.3% to $3.64B and beat consensus estimatesAdient saw revenue growth across Americas, EMEA and Asia, with EMEA EBITDA rising on efficiencies.ADNT raised fiscal 2026 guidance, lifting revenues to $14.6B, EBITDA to $880M and free cash flow to $125M.Adient (ADNT) reported adjusted earnings per share (EPS) of 35 cents for the first quarter of fiscal 2026. Earnings rose from 27 cents recorded in the year-ago period and beat the Zacks C ...

MAUMEE, Ohio, Feb. 5, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2025 fourth-quarter and full-year financial results on Wednesday, Feb. 18, 2026. A press release will be issued at approximately 7 a.m. EST, followed by a conference call and webcast at 9 a.m. EST. Members of the company's senior management team will be available at that time to discuss the results and answer related questions. The conference call can be accessed by telephone from both domestic and international locat ...

Market Overview - Major U.S. stock market indices experienced a decline on February 3 due to a tech sell-off, particularly affecting software stocks as fears arose that AI could replace traditional software models [1] - Geopolitical tensions, particularly between the U.S. and Iran, have added to market unease, emphasizing the importance of fundamentals in the current high-rate environment [2] Value Investing Focus - The current market conditions are driving a renewed focus on value investing, which seeks fundamentally strong stocks trading below their intrinsic value [11] - Earnings yield is a key metric for value investors, calculated as earnings per share (EPS) divided by the current stock price, indicating potential undervaluation [5] Stock Picks - Harmony Biosciences Holdings Inc. (HRMY) is noted for its focus on therapies for rare neurological disorders, with a projected 2026 sales growth of 17% and earnings growth of 27% [12] - Adecoagro S.A. (AGRO) is highlighted for its agricultural operations, with a projected 2026 sales growth of 30% and an impressive earnings growth of 452% [13] - Sociedad Quimica y Minera de Chile S.A. (SQM) is recognized for its production of specialty nutrients and lithium derivatives, with projected sales growth of 55% and earnings growth of 181% by 2026 [14] - Angi, Inc. (ANGI) operates a digital marketplace for home services, with expected sales growth of 3% and earnings growth of 36% by 2026 [15] - PHINIA Inc. (PHIN) specializes in automotive systems, with projected sales growth of 2% and earnings growth of 15% by 2026 [16]

Eaton Corporation (NYSE:ETN) Q4 2025 Earnings call February 03, 2026 11:00 AM ET Speaker3day and welcome to the Eaton fourth quarter 2025 earnings results. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question, please press star 11. To remove yourself from the queue, please press star 11 again. As a reminder, this call may be recorded. I would like to turn the call over to Yan Jin, Senior Vice President of Inv ...

Financial Data and Key Metrics Changes - The company reported record fourth-quarter revenue of $5.2 billion, an increase of 3% year-over-year on an adjusted basis [6][17] - Adjusted Operating Income totaled $607 million, with earnings per share at $1.86, reflecting a 6% increase from the prior year [7][18] - Operating cash flow was $818 million, with over half allocated to share repurchases and debt reduction [7][21] Business Line Data and Key Metrics Changes - Intelligent Systems segment revenue was $1.4 billion, a 2% increase year-over-year, but operating income declined by 17% due to investments and unfavorable FX [19][20] - Engineered Components segment revenue increased by 1% to $1.6 billion, with operating income up 8% and margin expanding by 60 basis points [20] - Electrical Distribution Systems (EDS) segment revenue grew by 5% to $2.3 billion, although operating income declined by 2% due to FX and commodities headwinds [20] Market Data and Key Metrics Changes - North America saw an 8% revenue growth, with double-digit growth in both Intelligent Systems and EDS [18] - European revenue decreased by 1%, while China revenue fell by 5%, reflecting unfavorable mix impacts [19] - Approximately 80% of new business awards in China were from local OEMs, indicating a shift in customer dynamics [19] Company Strategy and Development Direction - The company is focusing on penetrating non-automotive markets, leveraging trends in automation, electrification, and digitalization [4][5] - A significant emphasis is placed on enhancing the product portfolio and operational capabilities, including the launch of new innovations and partnerships in robotics [8][12] - The upcoming spin-off of the EDS business into VersaGen is expected to unlock value and enhance focus on core operations [5][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating a dynamic macro environment and highlighted the importance of operational efficiencies [4][30] - The outlook for 2026 includes expectations of revenue growth for both new Aptiv and VersaGen, with a focus on capturing higher-margin opportunities [23][26] - The company anticipates challenges from FX and commodity prices but remains optimistic about margin expansion in the long term [25][49] Other Important Information - The company finalized a leadership team for the EDS business, which is set to spin out as VersaGen on April 1 [5] - Full-year new business awards reached $27 billion, with expectations for 2026 bookings to exceed $30 billion [10][26] Q&A Session Summary Question: Insights on memory exposure and contract resets - The purchase value for memory is approximately $175 million, with expected low double-digit price increases in 2026 [35] Question: Guidance for new Aptiv into 2026 - The adjusted growth forecast for new Aptiv is 4%, with expectations for non-auto revenues to grow strongly [38][41] Question: EBITDA outlook for 2026 - EBITDA margins are expected to remain stable, with various factors impacting the outlook including commodity prices and investments [45][46] Question: Regional revenue performance expectations - North America is expected to lead revenue growth, while Europe may remain flat and China is anticipated to improve in the second half of the year [56] Question: Impact of EV volumes on VersaGen growth - The company expects EV growth of approximately 15% year-over-year, primarily driven by China [79]

Aptiv (NYSE:APTV) Q4 2025 Earnings call February 02, 2026 08:00 AM ET Company ParticipantsBetsy Frank - VP of Investor RelationsEmmanuel Rosner - Managing DirectorJames Picariello - DirectorJoe Liotine - CEO of VersigentJoseph Spark - Managing DirectorKevin Clark - CEOMark Delaney - Managing DirectorVarun Laroyia - CFOConference Call ParticipantsColin Langan - Senior Equity AnalystDan Levy - Senior Equity Research AnalystItay Michaeli - Equity Research AnalystOperatorGood day and Welcome to the Aptiv Q4 202 ...

February 2, 2026 APTIV Fourth Quarter 2025 Earnings Call Forward-Looking Statements This presentation, as well as other statements made by Aptiv PLC (the "Company"), contain forward-looking statements that reflect, when made, the Company's current views with respect to current events, certain investments and acquisitions and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to the Company's operations and business environment, which may caus ...

Aptiv PLC (NYSE:APTV) will release earnings for the fourth quarter before the opening bell on Monday, Feb. 2.Analysts expect the Schaffhausen, Switzerland-based company to report fourth-quarter earnings of $1.86 per share. That's up from $1.75 per share in the year-ago period. The consensus estimate for Aptiv's quarterly revenue is $5.11 billion (it reported $4.91 billion last year), according to Benzinga Pro.On Oct. 30, Aptiv reported stronger-than-expected third-quarter earnings, topping Wall Street expec ...

Core Insights - Rheinmetall AG is a significant player in the defense and automotive sectors, known for its innovative military technology and automotive components [1] - Jefferies maintains a "Buy" rating for Rheinmetall, raising the price target to €2,170, reflecting confidence in the company's future performance [2][6] - The stock has received a consensus "Buy" rating from seven brokerages, indicating a positive outlook supported by recent upgrades [3][6] Stock Performance - The stock opened at $433.47 and currently trades at $421.51, showing a 2.20% decrease, with a trading range today between $418.15 and $428.98 [4] - Over the past year, the stock has experienced significant volatility, with a high of $468.90 and a low of $142.03 [4] - Rheinmetall's market capitalization is approximately $95.92 billion, indicating a strong presence in the market [5][6] Market Activity - The stock has a trading volume of 6,622 shares on the OTC exchange, reflecting active trading and investor interest [5]