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Southern Cross Electrical Engineering (SXE) Earnings Call Presentation
2025-09-07 22:00
Financial Performance - SCEE achieved record revenue of $801.5 million in FY25, a 45.2% increase compared to $551.9 million in FY24[11, 13, 80] - Record EBITDA reached $54.8 million, up 36.6% from $40.1 million in the previous year[11, 13, 80] - The company reported record EBIT of $45.9 million, a 40.4% increase from $32.7 million in FY24[11, 13, 80] - Record NPAT was $31.7 million, up 44.5% from $21.9 million in the prior year[11, 13, 80] Order Book and Sector Diversification - The order book stood at $685 million, a 4.9% decrease from $720 million in the previous year[11, 80] - Infrastructure sector contributed 63.8% of total revenue, amounting to $511.6 million, more than doubling from $233.7 million in FY24[11, 13] - Commercial sector revenue was $152.5 million, compared to $171.1 million in FY24[13] - Resources sector revenue was $137.4 million, compared to $147.0 million in FY24[13] Acquisitions and Strategy - SCEE's strategy involves diversifying into adjacent disciplines and servicing infrastructure, commercial, and resources sectors[6, 8] - The acquisition of Force Fire was completed on April 1, 2025, contributing to the final quarter results[11, 36, 80] - The company is exploring multiple further acquisition targets to enhance geographic diversification and capabilities[8, 45, 74, 81] Future Outlook - FY26 EBITDA guidance is projected to be in the range of $65 million to $68 million, representing an 18-24% growth on FY25 EBITDA[29, 81]
IPG(IPG) - 2025 H2 - Earnings Call Presentation
2025-08-25 00:30
FY25 Full Year Results Presentation For personal use only 20 25 Important Notice & Disclaimer No Reliance The information contained in this document is not investment or financial product advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The information provided in this presentation may not be suitable for your specific needs and should not be relied upon by you in substitution for obtaining independent advice. To the ...
Why Powell Industries Fell Today
The Motley Foolยท 2025-08-06 18:12
Core Viewpoint - Powell Industries reported fiscal third-quarter earnings that missed revenue expectations but exceeded profit expectations, indicating a more favorable underlying trajectory than initially perceived [1][3]. Revenue Performance - The company's fiscal third quarter experienced a slight 1% decline in revenue compared to expectations, but showed a 3% increase relative to the prior quarter [3]. - The electric utility segment saw a significant increase of 31%, while commercial and light industrial revenue rose by 18% [4]. - In contrast, the oil and gas segment declined by 8%, and the petrochemical segment saw a substantial decline of 36% [5]. Earnings and Margins - Earnings per share reached $3.96, reflecting a 4% increase and beating expectations, supported by an encouraging expansion in gross margins [3]. Booking Trends - Overall booking trends appeared positive, with bookings growing by 45% quarter over quarter, leading to a 7% sequential growth in backlog [5]. Future Growth Potential - Powell Industries trades at a 16.7 multiple based on 2025 estimates, which may seem low for a company with modest growth; however, as the electric utility segment constitutes a larger portion of the business, there is potential for upside surprises [7]. - The electric utility segment accounted for 26% of revenue in the June quarter, while commercial and industrial segments made up another 17% [7]. - Continued growth in these segments could position them as major drivers of the business in the future [8].