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Espey Mfg. & Electronics: A Profitable Defense Contractor Trading At A Discount
Seeking Alpha· 2025-06-19 13:19
Espey Mfg. & Electronics ( ESP ) builds rugged power electronics used mostly in defense systems — not the kind of products that win awards at trade shows, but they work, and they’ve worked for a long time. ThisStork Research is the work of a private investor with four years of experience specializing in overlooked and undercovered markets. With a focus on micro-cap and small-cap equities exhibiting strong growth at reasonable valuations (GARP), Stork Research emphasizes deep, fundamentals-based analysis in ...
Monolithic Power Systems Announces Second Quarter 2025 Dividend
Globenewswire· 2025-06-13 20:01
KIRKLAND, Wash., June 13, 2025 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (Nasdaq: MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its second quarter dividend of $1.56 per common share to all stockholders of record as of the close of business on June 30, 2025. The dividend will be paid on July 15, 2025. Safe Harbor Statement This news release includes “forward-looking statements” intended to qualify for the safe harbor from lia ...
PHINIA (PHIN) Conference Transcript
2025-06-11 16:55
PHINIA (PHIN) Conference June 11, 2025 11:55 AM ET Speaker0 Hey. Thanks for being back with us. We have Cynthia Nicks up for this session, a global supplier of few systems and aftermarket components and had spun out of Four Horner a couple years ago. With us are Brady Erickson and Chris Grupp. We will dive into the company it is today, the strategies in the near term and longer term. So thanks for being with us. Speaker1 Mhmm. Thank you for having us. Speaker0 Needless to say, we've seen some very volatile ...
汽车供应商与人工智能机器人-重大机遇还是新兴风险
2025-06-02 15:44
As legacy auto makers face rising secular threats, US auto suppliers face a unique opportunity to fill critical gaps between domestic supply & demand of the critical technologies enabling AI's move into the physical world. Diversification away from legacy OEMs and auto end-market will be key. Agentic AI is moving further into the physical world, exposing critical gaps between reliable (on-shore/near-shore) US supply and demand with each passing week. According to 2023 World Bank data, the US was the single ...
Monolithic Power Systems Announces Results for the First Quarter Ended March 31, 2025
Globenewswire· 2025-05-01 20:01
KIRKLAND, Wash., May 01, 2025 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced financial results for the quarter ended March 31, 2025. The financial results for the quarter ended March 31, 2025 were as follows: Revenue was $637.6 million for the quarter ended March 31, 2025, a 2.6% increase from $621.7 million for the quarter ended December 31, 2024 and a 39.2% ...