Financial Data and Key Metrics Changes - Total revenue for FY 2025 was just under $2.5 billion, slightly ahead of FY 2024, driven by a decline in the new car market but mitigated by strong performance in used cars, finance and insurance, and service [3][19] - EBITDA was just over $110 million, with underlying profit before tax of $22.3 million, in line with guidance [3][19] - Net debt decreased to $46.7 million, down $14 million from the previous year, with a net debt to property ratio of 20% [4][27] Business Line Data and Key Metrics Changes - Used vehicle sales increased by 14% to 9,702 units, offsetting declines in new car sales [20] - Service and parts revenue grew to $422 million, up 4% from the previous year [20] - New car margins decreased by 0.8 percentage points from 16.9% to 16.1%, but margins in other service lines remained favorable [22][25] Market Data and Key Metrics Changes - The new car market remains highly competitive with an influx of new brands, leading to margin pressures [9][29] - Chinese brands now represent around 20% of the company's brand portfolio, with significant consumer acceptance noted [6][70] Company Strategy and Development Direction - The company aims to be Australia's most valued automotive group, focusing on innovation, customer centricity, organic growth, and acquisitions [12][13] - Emphasis on improving efficiencies through technology, including automation and AI, to enhance customer service and operational performance [15][18] - The strategy includes a balanced approach to managing used cars, service, parts, and finance to mitigate risks associated with new car market fluctuations [10][29] Management's Comments on Operating Environment and Future Outlook - Management noted that the automotive industry is undergoing significant transformation, with a focus on adapting to new vehicle emission standards and increasing competition [8][9] - The outlook for FY 2026 includes expectations for continued growth in higher-margin service lines and a stable new car market [29][30] - Management expressed confidence in the company's ability to grow earnings and maintain a strong performance culture [30][33] Other Important Information - The company successfully reduced new vehicle inventory from $382 million to $351 million, reflecting disciplined inventory management [5] - A fully frank final dividend of $0.04 per share was declared, bringing the total dividend for the year to $0.56 per share [27][28] Q&A Session Summary Question: What drove the stronger used car sales performance? - Management highlighted the focus on acquiring the right level of stock and maximizing opportunities in used car sales [37][38] Question: How much of the OpEx improvement came from lower commissions? - A significant portion of the OpEx reduction was attributed to lower commissions, with expectations for continued cost savings in FY 2026 [40][42] Question: What is the business performance outlook for the first seven weeks of FY 2026? - Management indicated that gross margins have remained stable at 16.1%, with a slight increase in overall market activity [43][44] Question: Have gross margins found a sustainable base? - Management confirmed that margins have stabilized and are expected to remain consistent into FY 2026 [48][49] Question: What is the outlook for new vehicle sales and OEM responses? - Management noted that several OEMs are releasing new models, which should positively impact sales, with stable order rates observed [56][60] Question: Can you provide details on the new Chinese brands onboarded? - The company currently represents brands such as LDV, MG, and GWM, with positive market reception noted [67][70]

For personal use only | y l | | --- | | n | | o | | e | | s | | u | | l | | a | | n | | o | | s | | r | | e | | p | | r | | o | | F | FY25 Results Overview al use only FY25 Financial Overview Underlying PBT delivered in line with guidance PBT" EBITDA" 68) personal use or Revenue 8 $110.1m S2.483m S22.3m 4.0c FY24: $2,475m FY24: $135.0m FY24: $56.8m FY25 Interim: 1.6c v H1HY25 car inventory S229m 46 7m S 55 m FY24: $383m FY24: $60.7m NTA of $1.42 per share Impact of cost reductions (1) EBITDA and PBT are und ...

Core Insights - PowerFleet reported revenue of $104.12 million for the quarter ended June 2025, marking a year-over-year increase of 38% and exceeding the Zacks Consensus Estimate of $103.26 million by 0.84% [1] - The company achieved an EPS of $0.01, a significant improvement from -$0.21 a year ago, although it did not deliver an EPS surprise as the consensus estimate was also $0.01 [1] Revenue Breakdown - Service revenue was reported at $86.46 million, surpassing the average estimate of $82.29 million by two analysts, reflecting a year-over-year increase of 52.5% [4] - Product revenue was reported at $17.66 million, which fell short of the average estimate of $21.58 million, representing a year-over-year decline of 5.8% [4] Profitability Metrics - Gross profit from product sales was $4.43 million, below the average estimate of $6.91 million by two analysts [4] - Gross profit from service sales was $52.05 million, also below the average estimate of $55.17 million based on two analysts [4] Stock Performance - Over the past month, PowerFleet's shares have returned -8.7%, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the broader market in the near term [3]

Core Insights - Iron Mountain Incorporated (IRM) reported second-quarter adjusted funds from operations (AFFO) per share of $1.24, exceeding the Zacks Consensus Estimate of $1.19, marking a year-over-year increase of 14.8% [1][9] - The company's total revenues for the quarter reached $1.71 billion, surpassing the Zacks Consensus Estimate of $1.68 billion, and reflecting an 11.6% year-over-year growth [3][9] - IRM raised its full-year 2025 guidance for AFFO per share to a range of $5.04 to $5.13, up from the previous range of $4.95 to $5.05 [10] Financial Performance - Storage rental revenues amounted to $1,010 million, a 9.8% increase year over year, while service revenues rose 14.2% to $702 million [5] - The Global RIM business reported revenues of $1,323.8 million, growing 5.9% year over year, and the Global Data Center business saw revenues of $189.4 million, up 24% year over year [5][6] - Adjusted EBITDA increased by 15.4% year over year to $628.4 million, with an adjusted EBITDA margin expansion of 120 basis points to 36.7% [6] Balance Sheet and Cash Flow - As of June 30, 2025, IRM had cash and cash equivalents of $218 million, an increase from $155.3 million as of March 31, 2025 [7] - The company reported net debt of $15.48 billion, up from $14.87 billion as of March 31, 2025, with a weighted average interest rate of 5.7% [7] Dividend Announcement - Concurrently with the earnings release, IRM announced a cash dividend of 78.5 cents per share for the third quarter of 2025, payable on October 3 to shareholders on record as of September 15, 2025 [8] Guidance Revision - The revenue outlook for 2025 has been revised to a range of $6.79 billion to $6.94 billion, up from the previous range of $6.74 billion to $6.89 billion [11] - Adjusted EBITDA for 2025 is now anticipated to be between $2.52 billion and $2.57 billion, an increase from the prior range of $2.51 billion to $2.56 billion [11]

Core Insights - Crexendo (CXDO) reported revenue of $16.55 million for the quarter ended June 2025, marking a year-over-year increase of 12.7% and exceeding the Zacks Consensus Estimate by 2.2% [1] - The earnings per share (EPS) for the same period was $0.09, compared to $0.07 a year ago, resulting in a surprise of 50% over the consensus EPS estimate of $0.06 [1] Revenue Breakdown - Service revenue was reported at $8.37 million, surpassing the average estimate of $8.23 million by analysts, reflecting a year-over-year increase of 3.8% [4] - Product revenue was $1.2 million, exceeding the average estimate of $1.13 million, but showing a year-over-year decline of 7% [4] - Software solutions revenue reached $6.98 million, above the average estimate of $6.82 million, with a significant year-over-year increase of 31% [4] Stock Performance - Over the past month, Crexendo's shares have returned -8.1%, contrasting with the Zacks S&P 500 composite's increase of 1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Key Takeaways IRM is expected to post Q2 revenue growth and higher AFFO per share versus last year.Data center leasing is likely to boost performance amid strong connectivity and colocation demand.Higher interest expenses may have weighed on overall quarterly results.Iron Mountain Incorporated (IRM) is slated to release second-quarter 2025 results on Aug. 6, before the opening bell. The quarterly results are likely to display year-over-year growth in revenues and adjusted funds from operations (AFFO) per sh ...

Core Insights - Sun Communities reported a revenue of $623.5 million for the quarter ended June 2025, reflecting a decrease of 27.8% year-over-year, while EPS was $1.76 compared to $0.42 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $618.9 million by 0.74%, and the EPS also surpassed the consensus estimate of $1.67 by 5.39% [1] Revenue Breakdown - Real property revenues (excluding transient) were $368.8 million, exceeding the average estimate of $350.97 million, but down 20.2% year-over-year [4] - Real property revenues (transient) reached $81.4 million, above the average estimate of $76.22 million, with an 8.6% decline compared to the previous year [4] - Brokerage commissions and other net revenues were $14.6 million, surpassing the average estimate of $10.5 million, marking a year-over-year increase of 30.4% [4] - Service, retail, dining, and entertainment revenues totaled $54.8 million, exceeding the average estimate of $43.69 million, but showing a significant decline of 70.9% year-over-year [4] - Interest revenues were $16.5 million, below the average estimate of $19.31 million, yet reflecting a substantial increase of 211.3% year-over-year [4] - Home sales revenues amounted to $100.1 million, exceeding the average estimate of $94.33 million, with a 6.9% decline compared to the year-ago quarter [4] Stock Performance - Over the past month, shares of Sun Communities have returned -6.3%, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Analysts expect FMC Technologies (FTI) to report quarterly earnings of $0.57 per share, reflecting a year-over-year increase of 32.6%, with revenues projected at $2.49 billion, up 6.9% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 0.4% in the last 30 days, indicating a reassessment by covering analysts [1][2] Revenue Estimates - Revenue from Surface Technologies is expected to reach $313.91 million, a decrease of 0.8% year-over-year [4] - Revenue from Subsea Technologies is projected at $2.17 billion, indicating an increase of 8% [4] - Revenue from Lease is estimated at $64.65 million, reflecting an increase of 8.3% [4] - Revenue from Product is expected to be $885.48 million, showing a growth of 2.9% [5] - Revenue from Service is projected at $1.53 billion, indicating a year-over-year increase of 9.1% [5] Order Backlog and Inbound Orders - Order Backlog for Subsea Technologies is expected to reach $15.25 billion, up from $12.93 billion year-over-year [6] - Total Order Backlog is projected at $16.10 billion, compared to $13.90 billion in the same quarter last year [6] - Order Backlog for Surface Technologies is estimated at $870.52 million, down from $972.90 million year-over-year [7] - Inbound Orders for Subsea Technologies are expected to be $2.49 billion, compared to $2.84 billion last year [5] - Inbound Orders for Surface Technologies are projected at $287.21 million, up from $254.20 million year-over-year [7] - Total Inbound Orders are estimated at $2.76 billion, down from $3.09 billion last year [7] Adjusted EBITDA - Adjusted EBITDA for Subsea is expected to reach $452.54 million, compared to $356.50 million in the previous year [8] Stock Performance - Shares of FMC Technologies have decreased by 5.7% over the past month, contrasting with a 5.9% increase in the Zacks S&P 500 composite [8]

Core Insights - Otis Worldwide (OTIS) is expected to report quarterly earnings of $1.02 per share, a decline of 3.8% year-over-year, with revenues projected at $3.68 billion, reflecting a 2.3% increase compared to the same period last year [1] - The consensus EPS estimate has been revised upward by 1.4% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Financial Metrics - Analysts forecast 'Net Sales- Service' to reach $2.32 billion, indicating a year-over-year increase of 6.4% [5] - 'Net Sales- New Equipment' is projected to be $1.34 billion, suggesting a decline of 5.6% year-over-year [5] - The average prediction for 'Adjusted Operating Profit- New Equipment' is $78.03 million, down from $113.00 million reported in the same quarter last year [5] - 'Adjusted Operating Profit- Service' is expected to be $576.18 million, compared to $550.00 million from the previous year [6] Market Performance - Shares of Otis Worldwide have returned +5.7% over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [6] - Otis Worldwide holds a Zacks Rank 2 (Buy), indicating expectations to outperform the overall market in the near future [6]

FOURTH QUARTER FISCAL 2025 EARNINGS CALL MAY 28, 2025 Certain statements in this presentation, other than statements of historical fact, including estimates, projections, statements related to our business plans and operating results are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Monro has identified some of these forward-looking statements with words such as "expect," "estimate," "may," "anticipate," "believe," "focus," "will," "plan," and the neg ...