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Conagra Q4 Earnings Miss Estimates, Sales Decline 4.3% Y/Y
ZACKS· 2025-07-10 17:47
Core Insights - Conagra Brands, Inc. (CAG) reported fourth-quarter fiscal 2025 results with both net sales and earnings falling short of the Zacks Consensus Estimate, experiencing year-over-year declines [1][11] Financial Performance - Adjusted earnings per share (EPS) were 56 cents, missing the estimate of 59 cents, and reflecting an 8.2% decline year over year [3][11] - Net sales totaled $2,781.8 million, down 4.3% year over year, also missing the estimate of $2,844 million, attributed to a decrease in organic net sales, adverse currency movements, and M&A impacts [3][11] - Organic net sales decreased by 3.5% year over year, driven by a 1% negative impact from price/mix and a 2.5% decline in volume due to softer consumption trends [4][11] - Adjusted gross profit fell 10.7% to $717 million, with adjusted gross margin contracting 184 basis points to 25.8% [5][11] - Adjusted EBITDA was $544 million, down 5.7% year over year [6] Segment Performance - Grocery & Snacks segment net sales were $1,150.2 million, down 2.1% year over year, with organic sales declining 3.3% [7] - Refrigerated & Frozen segment net sales decreased 4.4% year over year to $1,121.8 million, slightly beating estimates [8] - International segment net sales fell 13.8% year over year to $230.1 million, with organic sales increasing by 0.8% [9] - Foodservice segment reported sales of $279.7 million, down 4% year over year, but above estimates [10] Future Outlook - For fiscal 2026, Conagra expects organic net sales growth between -1% and 1%, with adjusted EPS forecasted between $1.70 and $1.85, down from $2.30 in fiscal 2025 [11][14] - The company plans to focus on snacks and frozen foods, supply-chain resilience, and cost discipline to drive sustainable growth [2][14] - Capital expenditures are projected to be around $450 million for fiscal 2026 [14] Financial Health - Conagra ended the quarter with cash and cash equivalents of $68 million and long-term debt of $6,234.1 million [12] - The company generated $1,691.9 million in net cash flows from operating activities, with free cash flow amounting to $1,302.6 million [12] - A quarterly dividend of 35 cents per share was declared, reflecting an annualized dividend of $1.40 [13]
TTM Technologies, Inc. to Conduct Second Quarter 2025 Conference Call on July 30, 2025
Globenewswire· 2025-07-09 20:05
SANTA ANA, Calif. , July 09, 2025 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ:TTMI) will host a conference call on Wednesday, July 30, 2025, at 4:30 p.m. Eastern Time/1:30 p.m. Pacific Time to discuss its second quarter 2025 performance. Access to the conference call will be available by clicking on the registration link TTM Technologies, Inc. second quarter 2025 conference call. Registering participants will receive dial in information and a unique PIN to join the call. Participants can register at ...
TTM Technologies, Inc. Prepares For the Future with the Acquisition of a Facility in Wisconsin and Land in Penang
Globenewswire· 2025-07-09 12:00
SANTA ANA, Calif., July 09, 2025 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI), a leading global manufacturer of technology solutions including mission systems, radio frequency ("RF") components and RF microwave/microelectronic assemblies, quick-turn and technologically advanced printed circuit boards ("PCB"), today announced the acquisition of a 750,000-square-foot facility in Eau Claire, Wisconsin, as well as land rights for an additional future manufacturing site in Penang, Malaysia. Together ...
1.4亿澳元全款买下悉尼豪宅!37岁华人神秘富豪刷新澳洲房产纪录
Sou Hu Cai Jing· 2025-06-28 22:15
Core Insights - Yan Zhang, a 37-year-old Chinese millennial billionaire, purchased Australia's most expensive residential property for AUD 141.55 million, a luxury penthouse overlooking Sydney Harbour [1][3] - The property is part of the One Sydney Harbour project developed by Lendlease and designed by renowned architect Renzo Piano [3][6] - This transaction set a new record for residential sales in Australia, surpassing the previous record of AUD 130 million held by Atlassian co-founder Scott Farquhar [5][6] Property Details - The penthouse spans over 1,600 square meters and features nine bedrooms, an impressive entry lobby, 8-meter high ceilings, an infinity pool, a spa area, a gym, and a master suite comparable in size to a family home [8] - The property was purchased off-the-plan, with the transaction completed without any mortgage records [3][6] - The design allows for the lower level to function as an independent residence, despite being part of the overall penthouse [6] Market Context - The previous highest sale in Barangaroo was AUD 38.95 million, purchased by investor Qing Zhong, followed by a unit bought by surgeons Franklin Yee for AUD 21 million [7] - The median unit price in Barangaroo is AUD 4.675 million, which has seen a 26.4% increase over the past five years, despite a 0.5% decline in the last three months [7] - The One Sydney Harbour project has achieved total sales exceeding AUD 4 billion, with over 95% of residences sold and settled as of March 2025 [6]
Can Falcon for IT Help CrowdStrike Expand Beyond Cybersecurity?
ZACKS· 2025-06-27 14:36
Core Insights - CrowdStrike Holdings, Inc. (CRWD) is enhancing its position in cybersecurity by expanding into IT operations with its new product, Falcon for IT, which aims to streamline endpoint management and improve security posture [1][11] Company Developments - Falcon for IT is a unified platform that utilizes AI and real-time insights to provide organizations with better visibility, control, and faster response times in their IT environments [2] - The platform has already begun to see adoption, with a notable deal in the first quarter of fiscal 2026 where it replaced a legacy endpoint management tool for a Fortune 100 technology firm as part of a nine-figure expansion [3][11] - The Falcon platform now includes over 30 modules, indicating a shift towards offering integrated tools that address both security and IT operations, which can help reduce costs for customers by minimizing the need for multiple separate tools [4][5] Competitive Landscape - Competitors like Zscaler and Palo Alto Networks are also evolving their platforms to meet enterprise security demands, with Zscaler reporting an annual recurring revenue (ARR) of $2.9 billion, up 23% year over year [6][7] - Palo Alto Networks is focusing on its platformization strategy, closing over 90 net new platform deals in the third quarter of fiscal 2025, indicating strong momentum in its security operation platform [8] Financial Performance - CrowdStrike's shares have increased by 47.9% year to date, outperforming the security industry's growth of 23.8% [9] - The company trades at a forward price-to-sales ratio of 23.73X, which is higher than the industry's average of 14.91X [13] - The Zacks Consensus Estimate for CRWD's fiscal 2026 earnings suggests a year-over-year decline of 10.94%, while fiscal 2027 earnings are expected to grow by 34.68% [16]
FutureHouse 联合创始人:AI Scientist 不是“全自动化科研”
海外独角兽· 2025-06-26 12:25
编译:shiling 编辑:Siqi 海外独角兽原创编译 转载请注明 FutureHouse 是由 Google 前 CEO Eric Schmidt 资助创立的、专注于 AI for Science 方向的的 AI Lab, 团队的长期目标是打造可自主提出问题、规划实验、迭代假设的 AI 科学家 体系。 今年 5 月,FutureHouse 推出了四个 AI 科研 agent,分别是 Crow(通用智能体)、Falcon(自动化文 献综述智能体)、Owl(调研智能体)以及 Phoenix(实验智能体),这些 AI agent 可访问完整科学 文献全文,还具备信息质量评估能力,一个月后,FutureHouse 又宣布自己的 AI 系统 Robin 成功发 现了新药。 AI 推动生物科学 可以分为两层视角,一层视角是以 AlphaFold 3 、ESM3 到 Evo 2 等模型为代表,把 分子-细胞-系统的设计空间瞬间打开,另外一层则是 FutureHouse 在探索的科研自动化,agent 系统构 成的 AI Scientist 把实验室变成"黑灯实验室",进一步变成可编排的软件流水线。FutureHouse ...
通宇通讯:6月18日接受机构调研,嘉实基金、国信证券等多家机构参与
Zheng Quan Zhi Xing· 2025-06-25 01:38
证券之星消息,2025年6月24日通宇通讯(002792)发布公告称公司于2025年6月18日接受机构调研,嘉实 基金王维、国信证券李敏、长江证券章稀、星华基金方康、招商证券叶家颖、银河证券欧悦华丁和伟、华 真资本王立、康祺资产钱晓波、中科基金辛向锋、华泰证券王兴参与。 具体内容如下: 问:公司在卫星通讯市场的具体布局有哪些成果? 问:简单介绍公司参加2025MWC上海展情况? 答:公司在卫星通讯民用市场已占据领先地位。围绕卫星地面站、卫星通信载荷天线及卫星应用终端等 星-地-端方向进行产品研发和产业布局,卫星通信业务2024年全年收入达4,000多万元,地面站方面已实现 小批量交付,今年新中标项目正在建设中。同时,今年四月份成功成为垣信应用终端设备采购项目的中标 候选人,加上在蓝箭鸿擎的布局,公司已在国家前三大卫星星座发射计划中都有布局。预计未来3年在国 家加速卫星互联网组网的进程中,公司将处于优势。公司已经在卫星通讯的各个业务端都有充分布局,在 地面站、卫星终端、海事天线、卫星网络接入等产品线都优势产品,将进一步参与国家卫星互联网建设的 深入建设。 答:在2025MWC上海展上,公司以"智联无界,全域融合 ...
【高端访谈】中国酒店行业进入创新变革新周期 未来将涌现更多民族品牌——访中国旅游集团酒店控股有限公司党委书记、董事长凡东升
Xin Hua Cai Jing· 2025-06-25 01:05
新华财经北京6月25日电(陈冉) 近日,中国旅游集团酒店控股有限公司(以下简称"中旅酒店")战略 投资雅阁酒店集团,时隔十年后再次启动大手笔资本运作,在酒店业界引起不小的震动。中旅酒店党委 书记、董事长凡东升接受新华财经专访时表示,中国酒店行业进入创新变革新周期,未来将涌现更多民 族品牌。 "中国酒店行业已经从学习跟随进入创新变革新周期,未来将涌现代表中国文化的民族酒店品牌。中旅 酒店作为酒店行业的国家队,在这个重要发展时期责无旁贷。"凡东升说。 中旅酒店是中国旅游集团的全资子公司,深耕中国高端酒店行业40余年。2015年8月,中旅酒店全资收 购英国第二大酒店管理公司Kew Green Hotels发行的全部股份,成功进军英国市场。2017年11月,中旅 酒店与洲际酒店集团达成战略合作,共同开展特许经营高端品牌"皇冠假日酒店及度假村Crowne Plaza Hotels & Resorts"和中端品牌"假日酒店Holiday Inn""假日度假酒店Holiday Inn Resort",开创了在中国内 地由中资酒店集团特许经营并管理国际酒店集团高端及中端品牌的先例。 "来自澳大利亚的雅阁酒店集团,将与中旅酒店 ...
通宇通讯(002792) - 002792通宇通讯投资者关系管理信息20250624
2025-06-24 12:44
证券代码:002792 证券简称:通宇通讯 编号:2025-005 1、简单介绍公司参加 2025 MWC 上海展情况? 答:在 2025 MWC 上海展上,公司以"智联无界,全域融合" 为参展主题,携星地互联通信解决方案、MacroWiFi 、绿色天线、 智简 Massive MIMO 天线以及低空通信基石解决方案等五大核心技 术,全方位展示公司在通信技术研发与应用领域的卓越成果与行业 引领能力。 在本次展会上,公司重点展出了星地互联通信解决方案,覆盖 地面站终端、星上载荷及终端应用核心领域。该方案融合低轨(LEO) 与高轨(GEO)卫星技术,搭配自主研发高性能地面终端,具备全 空域覆盖、多卫星快速切换、高效能低功耗特性,适配低空无人机、 车载移动等动态场景,实现无缝网络覆盖,有效突破传统通信在偏 远地区、海洋、航空等场景的覆盖盲区,为低空经济、应急通信等 提供可靠支撑。目前,该技术已成功应用于我国卫星互联网试验星, 并进入国际主流运营商供应链体系。 2、公司 MacroWiFi 产品介绍及业务拓展情况? 答:MacroWiFi 是公司针对户外复杂场景的网络通信痛点,特 别研发的一款产品。该产品采用高增益双 ...
AmpliTech Group’s 5G Division Receives Follow On Order As Part Of $78M LOI For 5G ORAN Radios From Strategic Open RAN Systems Integrator And Global Deployment Partner
Globenewswire· 2025-06-24 12:30
Core Insights - AmpliTech Group, Inc. has received a follow-on purchase order exceeding US$1 Million as part of a significant Letter of Intent (LOI) from a Strategic Open RAN Systems Integrator, highlighting its strong position in the ORAN 5G radio solutions market [1][3] - The company is also fulfilling over $10 Million in orders from another major 5G player, with production ramping up effectively since April [2] - The recent follow-on order is part of a larger $78 Million LOI, demonstrating customer confidence in AmpliTech's ability to manage large orders and meet delivery timelines [3] Company Strategy - AmpliTech's strategy focuses on capitalizing on growth opportunities in the expanding ORAN 5G market, supported by partnerships with two major industry players [4] - The company has achieved CE/REACH and FCC certifications, enabling its products for global deployment, thereby establishing itself as a trusted innovator in the global 5G ORAN ecosystem [4] Company Overview - AmpliTech Group, Inc. operates through five divisions and is a leading designer, developer, manufacturer, and distributor of advanced RF microwave components and 5G network solutions [5] - The company serves various global markets, including satellite communications, telecommunications (5G & IoT), space exploration, defense, and quantum computing, emphasizing its commitment to technology and innovation [5]