Core Points - Science Applications International Corp. (SAIC) is set to release its second quarter fiscal year 2026 results on September 4, 2025, before market open [1] - A conference call to discuss the operational and financial results will take place at 10:00 a.m. Eastern time, which will be webcast to the public [2] - SAIC is a Fortune 500 mission integrator with a focus on technology and innovation across defense, space, civilian, and intelligence markets [3] - The company has approximately 24,000 employees and annual revenues of about $7.5 billion [4]

Financial Performance - Second Quarter 2025 - Revenues increased by 18% to $1,347.6 million compared to $1,139.4 million in Q2 2024[2,8] - Net Revenues increased by 16% to $1,185.9 million compared to $1,018.0 million in Q2 2024[2,29] - Adjusted EBITDA increased by 16% to $180.2 million compared to $155.6 million in Q2 2024[2,25] - Adjusted EPS increased by 26% to $1.72 compared to $1.36 in Q2 2024[2] - GAAP diluted EPS decreased by 89% to $0.08 compared to $0.73 in Q2 2024[2] Financial Performance - First Half 2025 - Revenues increased by 16% to $2,488.8 million compared to $2,141.3 million in the first half of 2024[2,30] - Net Revenues increased by 14% to $2,179.6 million compared to $1,908.7 million in the first half of 2024[2,30] - Adjusted EPS increased by 22% to $2.59 compared to $2.13 in the first half of 2024[2] Segment Performance - Engineering revenue increased by 67% in USD and 65% in local currency compared to Q2 2024[9,16] - Real Estate Services revenue increased by 4% in both USD and local currency compared to Q2 2024[9,12] - Investment Management revenue remained flat with 0% growth in both USD and local currency compared to Q2 2024[9,19] Capitalization and Liquidity - Net Debt stood at $1,556.9 million as of June 30, 2025[21] - The company has $900 million of available liquidity under revolving credit facility after the closing of RoundShield acquisition in July 2025[22]

Financial Performance & Growth - Bowman's Gross Revenue increased from $122 million in 2020 to $427 million in 2024[10] - Net Service Billing grew from $104 million in 2020 to $380 million in 2024[10] - Adjusted EBITDA increased from $14 million in 2020 to $60 million in 2024[10] - Adjusted EBITDA Margin, Net increased from 13% in 2020 to 16% in 2024[10] - First Quarter 2025 saw a 19% YoY growth in Gross Contract Revenue and 17% YoY growth in Net Service Billing[24] - First Quarter 2025 Adjusted EBITDA grew by 20% YoY[24] Backlog & Visibility - Gross Backlog has shown consistent growth, reaching $419 million in 1Q25, compared to $330 million in 1Q24, a 39% increase[35] Capital Allocation & Strategy - The company purchased $6.7 million of common stock in Q1 and continued buybacks into Q2 of $5.3 million as of 05/02/25[38] - Bowman has completed 35+ acquisitions since IPO[11] - Since 2021, Bowman has added >$60 million of annualized net service billing from acquisitions each year[44] 2025 Guidance - The FY 2025 Net Revenue guidance is $428 - $440 million and Adjusted EBITDA guidance is $70 - $76 million[48]

Core Insights - Colliers has launched a refreshed sustainability strategy named "Built to Last," which aligns with current environmental, social, and governance challenges and opportunities [1][3] - The 2024 Global Sustainability Report highlights significant achievements, including a 27.6% reduction in Scope 1 and 2 emissions per square foot from the 2021 baseline [6] - Tonya Lagrasta has been appointed as the Global Head of Sustainability to lead the implementation of the new strategy [2][3] Sustainability Achievements - Achieved a 27.6% reduction in Scope 1 and 2 emissions per square foot from the 2021 baseline [6] - Earned WELL Health-Safety Ratings in 87.4% of Colliers offices ≥ 2,500 sq. ft., an increase from 35% in 2022 [6] - Expanded the electric vehicle fleet to over 170, representing a fivefold increase in two years [6] - Reached 88% participation in the global employee engagement survey, with scores exceeding external benchmarks [6] - Achieved 68% of the Colliers Gives volunteering goal [6] Company Overview - Colliers is a global diversified professional services and investment management company with nearly $5.0 billion in annual revenues and over $100 billion in assets under management [4] - The company operates through three platforms: Real Estate Services, Engineering, and Investment Management, and has a team of 23,000 professionals [4] - Colliers has consistently delivered approximately 20% compound annual returns for shareholders over the past 30 years [4]

Arrow Electronics (ARW) Conference Call Summary Industry Overview - The semiconductor cycle has been one of the longest and most profound in recent history, with indications that the bottom has been reached and recovery is underway [5][6] - Leading indicators such as book-to-bill ratios are above parity across all regions, and backlogs are building, providing improved visibility [6][12] Company Insights Business Segments - Arrow Electronics operates in two main segments: Global Components and Enterprise Computing Solutions (ECS) [9] - The inventory correction phase is largely behind, with some pockets of excess inventory remaining [12] - The ECS segment focuses on cloud, hybrid cloud, and infrastructure software, targeting mid-market customers [48] Financial Performance - The company has seen growth in gross profit (GP) and operating income (OI) over the last three quarters, with expectations for continued growth [50] - Recurring revenue in the ECS business is approaching one-third of total volume, contributing positively to margins [53] Competitive Advantages - Arrow's competitive edge lies in its vast supply chain assets and engineering capabilities, allowing it to serve large multinationals and mass markets effectively [22][24] - The company has invested in value-added services, enhancing its market position beyond traditional distribution [25][29] Market Trends Demand by Region and Vertical - Key verticals include industrial, transportation (including automotive), and aerospace and defense, with varying demand trends across regions [18][19] - Asia, particularly China, is leading the recovery, impacting regional margins [19][20] Tariff Impact - Tariffs have a minimal impact on Arrow's top and bottom lines, estimated at 2-4% of global component sales, and are viewed as neutral overall [38][39] - The company is actively helping customers navigate tariff implications and optimize their supply chains [44][46] Margin Outlook - Operating margins are expected to improve as the market normalizes, driven by scale, return of mass market demand, and growth in value-added offerings [31][33] - The ECS segment's margin profile is stable, with expectations for gradual improvement as recurring revenue grows [56] Investment Thesis - Arrow Electronics is aligned with attractive end markets with healthy growth potential, aiming to grow at or above market rates [59] - The company prioritizes organic growth, selective M&A, and capital returns, with a focus on enhancing shareholder value [60] Conclusion - Arrow Electronics is positioned for recovery and growth, with a clear strategy to leverage its competitive advantages and navigate market challenges effectively [61]

RESTON, Va., May 27, 2025 (GLOBE NEWSWIRE) -- Bowman Consulting Group Ltd. (NASDAQ: BWMN), a national provider of engineering services and program management, announced the results of its 2025 Annual Meeting of Stockholders held on May 24, 2025. Gary Bowman and Stephen Riddick were each re-elected as directors to serve three-year terms expiring at the 2028 Annual Meeting of Stockholders. The Company also announced the decision of the Board of Directors to separate the chairman and chief executive roles and ...

After the call concludes, an on-demand audio replay of the webcast can be accessed on the SAIC Investors Relations website. About SAIC RESTON, Va., May 20, 2025 (GLOBE NEWSWIRE) -- Science Applications International Corp. (NASDAQ: SAIC) is scheduled to issue its first quarter fiscal year 2026 results before market open on Monday, June 2, 2025. SAIC executive management will discuss operational and financial results in a conference call beginning at 10:00 a.m. Eastern time, following the issuance of the comp ...