A. O. Smith (AOS) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded.I would now like to hand the conference over to your speaker today, Helen Please begin.Speaker1Good morning, and welcome to t ...

在城市快速发展的背景下，稳定、可靠且优质的供水既是保障居民日常生活的基础，也是维持城市经济 高效运转的关键。然而，传统的供水方式面临着越来越多的挑战，如管网老化、漏损率高、应急响应滞 后等问题日益凸显，供水系统的全面升级已成为城市发展的迫切需求。 水质监测与预警是保障供水安全的核心环节。伏泰科技有着完善的监测预警系统。通过安装流量、压 力、水质监测设备，能够实时感知管网内水量、水压、水质等关键参数，准确定位潜在的风险点。一旦 检测到异常情况，如管道破裂、水质污染或水压波动，系统会立即发出报警，并启用自动化应急处理流 程，大幅缩短应急响应时间，有效避免问题进一步扩大，保证居民用水安全。 值得一提的是，伏泰科技还融合大模型与AI技术，开发出"智水精灵"应用，为水务管理提供了便捷的移 动解决方案。该应用支持多场景的语音交互，工作人员通过语音指令，就可以完成表单调取、信息查询 等操作，实现智能化管理和精准调控，大幅提高了供水服务质量，更好地满足了水务管理的多样化需 求。 在此背景下，汉嘉设计（300746）（300746.SZ）旗下伏泰科技运用数字化、智能化手段，构建起覆盖 管网GIS、监测预警、漏损控制、管网巡检等 ...

Bob Heideman to retire after 29 years with the companyMILWAUKEE, July 1, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a leader in water heating and water treatment, announced today that Ming Cheng, will become A. O. Smith's next senior vice president and chief technology officer. He replaces Bob Heideman, who has been with the company in different capacities since 1994. Cheng, who was most recently senior vice president of research and development for the Transportation and Electronics Business ...

Core Viewpoint - AirJoule Technologies has signed a memorandum of understanding with a hyperscale data center developer to utilize its AirJoule technology for generating pure distilled water from ambient air using low-grade waste heat from data center operations [1][2]. Group 1: Collaboration and Goals - The collaboration aims to integrate AirJoule technology into data center designs to create a sustainable source of distilled and demineralized water, reducing reliance on local water resources and enhancing infrastructure resilience [2]. - Initial efforts will focus on engineering assessments and performance modeling, paving the way for future deployment of the technology [2]. Group 2: Industry Context and Environmental Impact - Data centers are significant consumers of electricity and water, with water usage potentially exceeding millions of gallons per year per facility, especially in water-stressed regions [3]. - The partnership addresses the environmental and operational risks associated with high water consumption in data centers, as operators seek technologies to improve water efficiency and reduce dependence on municipal supplies [3]. Group 3: Technology Overview - The patented AirJoule system employs proprietary sorbent materials and a dual-chamber pressure system to extract pure, PFAS-free distilled water from the atmosphere using low-grade heat [4]. - In data center environments, the system can convert waste heat from servers into a closed-loop system that produces valuable distilled water [4]. Group 4: Company Background - AirJoule Technologies Corporation is focused on developing efficient and sustainable air dehumidification and water harvesting technologies, with commercial efforts supported by partnerships with GE Vernova, Carrier Global Corporation, and BASF [5].

Company Overview - Coda Octopus Group, Inc. is a global leader in real-time 3D/4D/5D and 6D imaging sonar technology for subsea intelligence and augmented reality diving technology [4] - The company was founded in 1994 and provides hardware and software solutions for the underwater/subsea market, including proprietary imaging sonars and diving technology [4] Upcoming Conference Call - The company will host a conference call on June 16, 2025, at 10:00 a.m. Eastern time to discuss its fiscal second quarter results for the period ending April 30, 2025 [1][2] - A press release detailing the results will be issued before the market opens on the same day [2] Technology and Products - Coda Octopus's Echoscope technology generates real-time 3D/4D/5D images of underwater objects, even in zero visibility conditions, and is used in various applications including mapping, salvage, and offshore renewables [4] - The newly launched Diver Augmented Vision Display (DAVD) system integrates sonar technology and allows for improved communication and visualization between topside control and divers [5] Recent Acquisition - The company recently acquired Precision Acoustics Limited, enhancing its capabilities in acoustics sensor and materials [6] Defense Engineering Businesses - Coda Octopus operates two defense engineering businesses, Coda Octopus Martech Ltd and Coda Octopus Colmek, which supply sub-assemblies for mission-critical programs as subcontractors [7]

AirJoule Technologies Corporation Q1 2025 Earnings Presentation May 13, 2025 Nasdaq: AIRJ https://airjouletech.com DISCLAIMERS Forward Looking Statements The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of present or historical fact included in this presentation, regarding AirJoule Technologies and its ...

AirJoule Technologies (AIRJ) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Tom Divine - Vice President of Investor Relations & FinanceMatt Jore - Founder and CEOPat Eilers - Executive ChairmanBryan Barton - Chief Commercialization OfficerStephen Pang - CFO Conference Call Participants Jeffrey Campbell - Senior AnalystSameer Joshi - Senior Equity Research Analyst Operator Greetings. Welcome to the Air Juul Technologies First Quarter twenty twenty five Earnings Call. At this time, all pa ...

AirJoule Technologies (AIRJ) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 Greetings. Welcome to the Air Juul Technologies First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. It is now my pleasure to turn the conference over to your host, Tom Devine, Vice President of Investor Relations and Finance. Thank you. You may begin. Speaker ...

Core Insights - AirJoule Technologies Corporation reported its first quarter 2025 results, highlighting significant advancements in its AirJoule® water harvesting technology and collaborations with key stakeholders [1][2]. Group 1: Key Milestones - The company is gaining traction as industries seek sustainable water solutions, with plans to deliver preproduction systems for customer demonstrations in 2025 [2]. - Collaborations with GE Vernova and Arizona State University have been established to enhance the technology's capabilities and evaluate its performance in real-world conditions [5]. - The first AirJoule® system has been deployed in Dubai to demonstrate its capabilities to potential customers [5]. Group 2: Financial Overview - As of March 31, 2025, the company reported cash and cash equivalents of $23 million, down from $28 million at the end of 2024 [9][10]. - The total assets decreased slightly to $365.6 million from $369.9 million [10]. - The company incurred a net income of $14.9 million for the first quarter, compared to $181.6 million in the same period of the previous year [11][12]. Group 3: Balance Sheet and Liquidity - Current liabilities decreased to $1.7 million from $4 million, indicating improved liquidity management [10]. - The company completed a $15 million private placement financing to support the commercialization of its AirJoule® A1000™ systems [5]. - The strong cash position is expected to support operations through anticipated commercial sales in 2026 [5]. Group 4: Executive Commentary - The CEO emphasized the company's focus on meeting rising demand for energy-efficient water solutions and the importance of partnerships in achieving commercialization goals [2].

Core Insights - A. O. Smith Corporation reported a 2% decrease in net sales for Q1 2025, totaling $963.9 million compared to $978.8 million in Q1 2024, with net earnings down 7% to $136.6 million [1][5][22] - The company experienced a 5% decline in diluted earnings per share, which fell to $0.95 from $1.00 year-over-year [1][5][22] - North America sales decreased by 2% due to lower water heater volumes, although boiler sales increased by 10% [2][5] - In China, local currency sales decreased by 4% year-over-year, attributed to soft consumer demand, but the operating margin improved by 200 basis points due to cost-saving measures [1][4][5] Financial Performance - Segment earnings for North America were $185.2 million with a margin of 24.7%, down from $198.7 million and 25.9% in the previous year [3][22] - The Rest of World segment reported earnings of $19.7 million with an 8.7% margin, an increase from $17.2 million and 7.6% margin in Q1 2024 [6][22] - The company repurchased $121 million worth of shares in Q1 2025 and plans to repurchase approximately $400 million in total for the year [9][5] Cash Flow and Capital Allocation - Cash provided by operations was $38.7 million, a decrease from $106.6 million in Q1 2024, with free cash flow at $17.4 million compared to $84.6 million last year [8][24] - As of March 31, 2025, the company had cash and marketable securities totaling $200.2 million and total debt of $269.8 million, resulting in a leverage ratio of 12.7% [7][19] 2025 Outlook - The company maintains its full-year guidance for consolidated sales to be flat to up 2% and diluted EPS in the range of $3.60 to $3.90 [11][12] - Expectations for North America include flat water heater industry unit volumes year-over-year, with a focus on operational efficiency [11][12]