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Plexus(PLXS) - 2025 Q3 - Earnings Call Transcript
2025-07-24 13:30
Plexus (PLXS) Q3 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0Ladies and gentlemen, thank you for joining us, and welcome to the Q3 twenty twenty five Plexus Earnings Conference Call. After today's prepared remarks, we will host a question and answer session. I will now hand the conference over to Shawn Harrison, Vice President of Investor Relations. Shawn, please go ahead.Speaker1Good morning, and thank you for joining us today. Some of the statements made and information provided during our call t ...
Applied Materials to Report Fiscal Third Quarter 2025 Results on August 14, 2025
Globenewswire· 2025-07-24 11:30
SANTA CLARA, Calif., July 24, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal third quarter 2025 earnings conference call on Thursday, August 14, 2025, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: https://ir.appliedmaterials.com. A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the fou ...
Amentum Holdings, Inc.(AMTM) - 2025 Q2 - Earnings Call Transcript
2025-05-07 13:32
Amentum Holdings (AMTM) Q2 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Nathan Rutledge - SVP - Head of IRJohn Heller - CEOTravis Johnson - CFOTobey Sommer - Managing DirectorSteve Arnette - COOColin Canfield - DirectorKen Herbert - Managing DirectorKristine Liwag - Executive Director Conference Call Participants Andre Madrid - VP - Aerospace and Defense AnalystNoah Poponak - Research Analyst Operator Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum S ...
Amentum Holdings, Inc.(AMTM) - 2025 Q2 - Earnings Call Transcript
2025-05-07 13:30
Amentum Holdings (AMTM) Q2 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum Second Quarter Fiscal Year twenty twenty five Earnings Conference Call. Today's call is being recorded. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. And at that time, I would now like to turn the call over to Nathan Rutledge, Senior Vice President of Inves ...
Ginkgo Bioworks (DNA) - 2025 Q1 - Earnings Call Presentation
2025-05-07 01:07
Financial Performance & Targets - Ginkgo achieved $205 million in annual run-rate cost savings from Q1 2024 to Q1 2025[13] - The company maintains a strong financial position with $517 million in cash, cash equivalents, and marketable securities[15] - Total Adjusted EBITDA improved from $(117) million in Q1 2024 to $(47) million in Q1 2025, a 59% increase[34] - Ginkgo is targeting Adjusted EBITDA breakeven by the end of 2026[11, 49] - The company aims for $250 million of annualized run-rate savings target by the end of Q3 2025[53] Revenue & Growth - Cell Engineering revenue increased by 37% year-over-year, reaching $38 million in Q1 2025[34] - This includes recognition of $75 million non-cash deferred revenue from BiomEdit[24] - Total revenue increased by 27% year-over-year, from $38 million to $48 million[34] - Biosecurity revenue remained stable at $10 million in Q1 2025 compared to Q1 2024[34] Biosecurity Expansion - Ginkgo's biosecurity segment has expanded its reach to 127 countries of origin of flights sampled, representing 65% of nations globally[33] - The biosecurity network includes 11 key international airports and 45 collection nodes cumulatively in 2025[33]
PEC Ltd. US$160 million buyout and privatization by Liberty Energy Solutions Ltd
Prnewswire· 2025-05-07 01:00
SINGAPORE, May 6, 2025 /PRNewswire/ -- PEC Ltd ("PEC", SGX: IX2) shareholders have approved a transaction valued at US$160 million for the 100% acquisition by Alliance Energy Services Pte Ltd ("Alliance") through a Scheme of Arrangement at Extraordinary General Meeting in Singapore.  Following sanction of the shareholders' meeting by the High Court of Singapore, all PEC shares will be acquired by Alliance and then PEC will be subsequently delisted from the Singapore Stock Exchange.  Alliance is a holding co ...
Gulf Island Reports First Quarter 2025 Results
Globenewswire· 2025-05-06 20:05
Core Viewpoint - Gulf Island Fabrication, Inc. reported solid first quarter results for 2025 despite macroeconomic uncertainties, with a focus on strategic actions taken in recent years to maintain financial strength and operational flexibility [4][5]. Financial Performance - Consolidated revenue for Q1 2025 was $40.3 million, a decrease from $42.9 million in Q1 2024. Net income was $3.8 million compared to $6.2 million in the prior year [5][29]. - Adjusted EBITDA for Q1 2025 was $4.5 million, up from $3.7 million in Q1 2024, excluding a prior year gain of $2.9 million from the Fabrication division [5][10]. - The Services division reported revenue of $19.9 million, down 22.2% from the previous year, primarily due to reduced offshore maintenance activity [7][8]. - The Fabrication division saw revenue increase by 20.7% to $20.7 million, driven by higher small-scale fabrication activity [9][10]. Strategic Initiatives - The company is pursuing organic growth initiatives, including a new cleaning and environmental services offering, and has entered into an agreement to acquire certain assets of ENGlobal Corporation, which is expected to enhance its product and service capabilities [4][15][17]. - The total capital commitment for the acquisition of ENG is $4.0 million, with expectations of operating losses in the range of $1.0 to $2.0 million during the integration period [17][18]. Balance Sheet and Liquidity - As of March 31, 2025, the company had cash and short-term investments exceeding $67 million, with total debt of $19 million at a fixed interest rate of 3.0% [13][39]. - The company repurchased 86,364 shares for $0.6 million during the first quarter under its share repurchase program [14]. Market Outlook - The company anticipates a challenging market outlook for the remainder of 2025 due to macroeconomic uncertainties and reduced capital spending by customers in the Gulf of America [4][5].
Applied Materials Stock Plunges 17% in 3 Months: Time to Hold or Fold?
ZACKS· 2025-04-30 17:05
Applied Materials, Inc. (AMAT) shares have plunged 17.1% in the past three months, underperforming the Zacks Computer and Technology sector’s decline of 13%.Applied Materials Performance ChartImage Source: Zacks Investment ResearchApplied Materials’ recent decline stems from a mix of broader market weakness. A widespread sell-off in tech stocks, triggered by fears of rising trade tensions and slowing economic growth concerns, has put pressure on the entire sector, including Super Micro Computer.This decline ...
Plexus(PLXS) - 2025 Q2 - Earnings Call Transcript
2025-04-24 14:22
Plexus Corp. (NASDAQ:PLXS) Q2 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Shawn Harrison - Vice President, Investor Relations Todd Kelsey - President & Chief Executive Officer Oliver Mihm - Executive Vice President & Chief Operating Officer Pat Jermain - Executive Vice President & Chief Financial Officer Conference Call Participants David Williams – Benchmark Melissa Fairbanks - Raymond James Steven Fox - Fox Advisors LLC Ruben Roy - Stifel Jim Ricchiuti - Needham & Company ...