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General Dynamics(GD) - 2025 Q2 - Earnings Call Transcript
2025-07-23 14:02
General Dynamics (GD) Q2 2025 Earnings Call July 23, 2025 09:00 AM ET Company ParticipantsNicole Shelton - VP - IRPhebe Novakovic - Chairman & CEOKimberly Kuryea - SVP & CFOJason Aiken - EVP - Combat & Mission SystemsM. Amy Gilliland - EVP & President - GDITDanny Deep - EVP - Global OperationsGautam Khanna - Managing DirectorSeth Seifman - Executive DirectorDouglas Harned - Managing DirectorScott Deuschle - Director - Aerospace & Defense Equity ResearchRobert Stallard - PartnerDavid Strauss - MD - Equity Re ...
Rekor Systems to Announce Second Quarter Fiscal 2025 Results
GlobeNewswire News Room· 2025-07-23 11:30
COLUMBIA, Md., July 23, 2025 (GLOBE NEWSWIRE) -- Rekor Systems, Inc. (NASDAQ: REKR) ("Rekor "or the "Company"), a leader in developing and implementing state-of-the-art roadway intelligence technology, today announced that it will release its financial results for the second quarter of 2025 on Tuesday, August 12, 2025, after market close. On the same day, the Company will host its earnings conference call at 4:30 p.m. ET to discuss its financial and operating results. CONFERENCE CALL INFORMATION Any person ...
Alstom S.A: Alstom’s first quarter 2025/26: Commercial momentum off to a good start, outlook confirmed
Globenewswire· 2025-07-23 05:30
Core Insights - Alstom reported strong commercial performance in Q1 2025/26, with orders exceeding €4 billion and a positive outlook for future sales driven by North American momentum and projects in Germany [4][11]. Group Performance - Orders received in Q1 2025/26 amounted to €4.1 billion, an increase of 11.8% compared to €3.645 billion in the same period last year, with organic growth at 13.6% [3][6]. - Sales reached €4.5 billion, reflecting a 2.8% increase year-over-year, with organic sales growth of 7.2% [9][11]. Backlog and Future Visibility - As of June 30, 2025, Alstom's backlog stood at €92.3 billion, indicating strong visibility for future sales [2]. Geographic and Product Breakdown - Europe accounted for 85% of total order intake, with significant contracts including €1.7 billion for additional RER NG trainsets in France and €720 million for Coradia Stream trains in Bulgaria [7][8]. - In terms of sales, Rolling Stock generated €2.416 billion, up 3% reported and 5% organic, while Services reported stable sales of €1.070 billion [9][10]. Key Projects and Deliveries - Alstom delivered key milestones across various regions, including the first metro train for Grand Paris Express and the first Innovia automated people mover in the U.S. [12].
Doximity (DOCS) Stock Drops Despite Market Gains: Important Facts to Note
ZACKS· 2025-07-22 23:15
Company Performance - Doximity's stock (DOCS) decreased by 1.44% to $59.38, underperforming the S&P 500's daily gain of 0.06% [1] - Over the past month, Doximity's stock has increased by 3.92%, while the Medical sector has declined by 1.83% and the S&P 500 has risen by 5.88% [1] Earnings Forecast - Doximity is expected to release its earnings on August 7, 2025, with a forecasted EPS of $0.31, reflecting a 10.71% increase from the same quarter last year [2] - Revenue is projected to be $139.67 million, indicating a 10.26% growth compared to the corresponding quarter of the previous year [2] Full-Year Estimates - The Zacks Consensus Estimates for Doximity's full-year earnings are $1.46 per share and revenue of $625.72 million, representing year-over-year changes of +2.82% and +9.7%, respectively [3] - Recent adjustments to analyst estimates suggest evolving short-term business trends, with positive revisions indicating analyst optimism [3] Valuation Metrics - Doximity has a Forward P/E ratio of 41.3, which is higher than the industry average of 28.27 [6] - The company also has a PEG ratio of 4.48, compared to the Medical Info Systems industry's average PEG ratio of 3.23 [6] Industry Ranking - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 81, placing it in the top 33% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]
Seagate (STX) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-07-22 17:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...
Modular Wall Panel Systems Market Trends, Forecasts and Company Analysis Report 2025, with Armstrong World Industries, Hufcor, PortaFab, Paric, Trimo, Starwall Partition Systems, & Eurobond Laminates
GlobeNewswire News Room· 2025-07-22 16:19
Dublin, July 22, 2025 (GLOBE NEWSWIRE) -- The "Modular Wall Panel Systems Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, 2020-2030F" has been added to ResearchAndMarkets.com's offering. The Modular Wall Panel Systems Market was valued at USD 1.6 Billion in 2024, and is expected to reach USD 2.5 Billion by 2030, rising at a CAGR of 7.80%. This growth is primarily driven by accelerating urbanization, the need for faster construction solutions, and a growing preference for sustainabl ...
Silicon Motion (SIMO) Laps the Stock Market: Here's Why
ZACKS· 2025-07-21 23:01
In the latest trading session, Silicon Motion (SIMO) closed at $74.67, marking a +1.84% move from the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.14%. Elsewhere, the Dow lost 0.04%, while the tech-heavy Nasdaq added 0.38%. Prior to today's trading, shares of the chip company had gained 4.8% lagged the Computer and Technology sector's gain of 7.37% and the S&P 500's gain of 5.35%.The upcoming earnings release of Silicon Motion will be of great interest to investors. The c ...
Agilysys (AGYS) Misses Q1 Earnings Estimates
ZACKS· 2025-07-21 22:15
Agilysys (AGYS) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -15.38%. A quarter ago, it was expected that this software provider for the lodging and leisure sectors would post earnings of $0.26 per share when it actually produced earnings of $0.54, delivering a surprise of +107.69%. ...
Teradyne Has Plenty Of Staying Power
Seeking Alpha· 2025-07-20 11:48
Company Overview - Teradyne is a specialized technology company focusing on automated test systems and robotics products, serving primarily semiconductor companies [1] Investment Philosophy - The company emphasizes diversification across different portfolios tailored for specific investment goals, including income plays, growth stocks, and options strategies [1] - It advocates for a "long only" investment approach, avoiding shorting companies, and employs various options strategies such as covered calls and iron condors [1] Analyst Position - The analyst holds a beneficial long position in shares of major tech companies including TSM, NVDA, AAPL, and GOOG, indicating a positive outlook on these stocks [2]
Veeva Systems (VEEV) Stock Sinks As Market Gains: Here's Why
ZACKS· 2025-07-17 22:45
Company Performance - Veeva Systems (VEEV) shares decreased by 2.13% to $276.46, underperforming the S&P 500's daily gain of 0.54% [1] - Over the past month, Veeva's shares increased by 0.37%, outperforming the Medical sector's decline of 2.12% but lagging behind the S&P 500's rise of 4.2% [1] Upcoming Earnings - Veeva Systems is expected to report an EPS of $1.9, reflecting a 17.28% increase year-over-year [2] - The projected revenue for the upcoming earnings is $767.61 million, which is a 13.52% increase compared to the same quarter last year [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $7.64 per share and revenue of $3.1 billion, indicating year-over-year growth of 15.76% and 12.78%, respectively [3] - Recent changes in analyst estimates suggest positive sentiment towards Veeva's business operations and profit generation capabilities [3] Zacks Rank and Valuation - Veeva Systems currently holds a Zacks Rank of 2 (Buy), with the consensus EPS estimate increasing by 0.6% over the last 30 days [5] - The company has a Forward P/E ratio of 36.95, which is higher than the industry average of 28.78, and a PEG ratio of 1.59, compared to the Medical Info Systems industry's average PEG ratio of 3.29 [6] Industry Context - The Medical Info Systems industry, part of the Medical sector, has a Zacks Industry Rank of 83, placing it in the top 34% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]