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Comfort Systems USA(FIX) - 2025 Q2 - Earnings Call Transcript
2025-07-25 16:02
Comfort Systems USA (FIX) Q2 2025 Earnings Call July 25, 2025 11:00 AM ET Company ParticipantsJulie Shaeff - SVP & CAOBrian Lane - CEO, President & DirectorWilliam George - EVP & CFOTrent McKenna - EVP & COOAdam Thalhimer - Director - ResearchBrian Brophy - Associate Vice PresidentConference Call ParticipantsSangita Jain - Director & Equity Research AnalystAlex Hantman - Equity Research AnalystBrent Thielman - MD & Senior Research AnalystJosh Chan - Executive Director & Equity Research AnalystSamuel Snyder ...
Comfort Systems USA(FIX) - 2025 Q2 - Earnings Call Transcript
2025-07-25 16:00
Comfort Systems USA (FIX) Q2 2025 Earnings Call July 25, 2025 11:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Q2 twenty twenty five Comfort Systems USA 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. You will then hear an automated message advising that your hand is raised.To withdraw your question, please press 11 again. Please be advised that today's conference is ...
Will Modular CapEx and M&A Keep Sterling in Growth Mode?
ZACKS· 2025-07-25 15:25
Key Takeaways Sterling's E-Infrastructure backlog rose 27% YoY to $1.2B, with 65% tied to high-demand data center projects.STRL's $505M acquisition of CEC Facilities expands its Texas reach and cross-sell potential in key sectors.FY25 EPS is forecast to grow 41.2%, as STRL ramps modular capacity and lifts capex to up to $80M.Sterling Infrastructure, Inc. (STRL) is actively investing in enhancing its modular construction capabilities and inorganic business initiatives. The current market demand is actively s ...
McGrath RentCorp Q2 EPS Jumps 74 Percent
The Motley Fool· 2025-07-25 04:55
McGrath RentCorp (MGRC 0.79%), a leading provider of modular buildings, portable storage, and electronic test equipment rentals, delivered strong results in its second–quarter 2025 earnings released on July 24, 2025. The company posted better–than–expected GAAP earnings per share and revenue, with EPS (GAAP) of $1.46 compared to analysts’ $1.22 forecast and GAAP revenue of $235.6 million versus a $220.71 million estimate. While profits and sales outpaced expectations, the company faced some cost and margin ...
McGrath Rentp(MGRC) - 2025 Q2 - Earnings Call Transcript
2025-07-24 22:00
McGrath RentCorp (MGRC) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0conference call is being recorded today, Thursday, 07/24/2025. Before we begin, note that the matters that the company management will be discussing today that are not statements of historical facts are forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to the company's expectations, strategies, prospects, backlog or targets.These forward looking s ...
Black Diamond Announces Closing of $42.38 Million Bought Deal Offering
Globenewswire· 2025-07-16 14:02
Core Viewpoint - Black Diamond Group Limited has successfully completed a public offering of common shares, raising approximately $42.38 million to reduce debt and fund various strategic initiatives [1][2]. Group 1: Offering Details - The company issued a total of 4,657,500 common shares at a price of $9.10 per share, including 607,500 shares from the over-allotment option [1]. - The offering was led by a syndicate of underwriters, including Raymond James Ltd., Canaccord Genuity Corp., and others [1]. Group 2: Use of Proceeds - The net proceeds from the offering will primarily be used to reduce indebtedness under the company's asset-based revolving credit facility [2]. - Subsequent uses of the proceeds will include capital expenditures, strategic acquisitions in modular space rentals and workforce accommodation, organic growth initiatives, working capital, and general corporate purposes [2]. Group 3: Company Overview - Black Diamond operates in the specialty rentals and industrial services sector with two main business units: Modular Space Solutions (MSS) and Workforce Solutions (WFS) [5]. - MSS manages a large rental fleet of modular buildings and serves various sectors including construction, industrial, and government [6]. - WFS provides modular accommodation assets and includes LodgeLink, a digital marketplace for crew accommodation and travel logistics [7][8].
Black Diamond Group Limited Announces Timing for Second Quarter 2025 Financial Results and Conference Call
Globenewswire· 2025-07-08 20:29
Core Viewpoint - Black Diamond Group Limited is set to release its 2025 second quarter earnings on August 7, 2025, followed by a conference call on August 8, 2025, where the CEO and CFO will discuss the financial results and answer questions from analysts and investors [1][2]. Company Overview - Black Diamond is a specialty rentals and industrial services company operating in Canada, the United States, and Australia, with two main business units: Modular Space Solutions (MSS) and Workforce Solutions (WFS) [4]. - MSS operates through brands such as BOXX Modular, CLM, MPA Systems, and Schiavi, offering a large rental fleet of modular buildings to various sectors including construction, industrial, education, financial, and government [5]. - WFS provides a rental fleet of modular accommodation assets and includes LodgeLink, a digital marketplace for crew accommodation and travel logistics, addressing the unique challenges of crew travel through technology [6][7]. Conference Call Details - The conference call can be accessed via telephone or webcast, with specific dial-in numbers provided for both toll-free and international callers [3]. - A replay of the conference call will be available on the company's website in the Investor Centre section [3]. Additional Information - For further inquiries, investors and media can contact Emma Covenden at the provided phone number or email [9]. - More information about the company can be found on its official website [8].
WillScot Named as Presenting Sponsor of Borchetta Bourbon Music City Grand Prix in Partnership with Penske Entertainment Corp.
Globenewswire· 2025-06-26 14:02
PHOENIX, June 26, 2025 (GLOBE NEWSWIRE) -- WillScot Holdings Corporation (“WillScot” or the “Company”) (Nasdaq: WSC), North America’s leading provider of temporary space solutions, announced its support of the Borchetta Bourbon Music City Grand Prix as a presenting sponsor of the upcoming event, in partnership with Penske Entertainment Corp. Tim Boswell, President and Chief Operating Officer, commented, “As a leading provider of complete, turnkey space solutions for large-scale events, we are thrilled to be ...
Black Diamond Announces $36.85 Million Bought Deal Public Offering of Common Shares
Globenewswire· 2025-06-25 20:01
Core Points - Black Diamond Group Limited has entered into an agreement with Raymond James Ltd. for a bought deal offering of 4,050,000 common shares at C$9.10 per share, resulting in gross proceeds of C$36,855,000 [1][2] - The underwriters have an over-allotment option to purchase an additional 15% of common shares at the issue price within 30 days of the offering's closing [2] - The net proceeds will be allocated for capital expenditures, strategic acquisitions, organic growth initiatives, debt reduction, working capital, and general corporate purposes [2] Company Overview - Black Diamond is a specialty rentals and industrial services company operating in Canada, the United States, and Australia, with two main business units: Modular Space Solutions (MSS) and Workforce Solutions (WFS) [6] - MSS operates through brands like BOXX Modular and CLM, providing a rental fleet of modular buildings to various sectors including construction and government [7] - WFS offers a rental fleet of modular accommodation assets and includes LodgeLink, a digital marketplace for crew accommodation and travel logistics in North America [8][9]
广州拟出台新规:明年起新出让宅地全部实施装配式建筑
Nan Fang Du Shi Bao· 2025-06-25 03:28
在具体措施上,意见稿还提出,从2026年起全市出让的居住用地100%实施装配式建筑;每年度出让用 地中实施模块化建筑的建筑面积占新建筑总面积的比例不低于10%;新出让的商服用地,公共部分应采 用装配式装修。 此外,意见稿还提出,政府投资的学校、医院病房等公共建筑原则上均应实施模块化建筑,城中村改造 项目和公租房项目实施模块化建筑面积占项目新建建筑总面积的比例原则上不低于15%。政府投资或参 照政府投资管理的新建装配式建筑项目应采用装配式装修。城中村改造项目中建筑高度超过120米的新 建建筑工程应使用造楼机,鼓励其他高层建筑项目应用造楼机、建筑机器人等智能建造装备。上述对于 装配式建筑和模块化建筑的实施要求将纳入供地方案,落实到土地出让合同中,并纳入审批流程进行把 关。 白云机场三期扩建工程安置区项目的装配式建筑吊装现场。 南都讯 记者魏凯 在中央大力推广装配式建筑,提倡"像造汽车一样造房子"的背景下,广州拟从2026年 起要求全市出让的居住用地全部实施装配式建筑。日前广州市住建局在《关于大力发展智能建造与工业 化建筑加快建设建筑业现代产业的实施意见(征求意见稿)》中提出了上述要求。 因为存在上述优势,目前装配 ...