Key Takeaways SANM's Q3 revenues rose to $2.04B, beating estimates and driven by growth across multiple end markets.Integrated Manufacturing Solutions revenue grew 11.6% Y/Y, contributing over 80% of total sales.Free cash flow more than doubled Y/Y to $168.2M, bolstering Sanmina's liquidity position.Sanmina Corporation (SANM) reported strong third-quarter fiscal 2025 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate. The California-based global electronics manufacturing ser ...

Vertiv (VRT) Q2 2025 Earnings Call July 30, 2025 11:00 AM ET Speaker0Good morning. My name is Breeka, and I will be your conference operator today. At this time, I would like to welcome everyone to the Veritiv's Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. Please note that the call is being recorded.I would now like to turn the program over to your host today, Leen Maxina, to begin. Please go ahead.Speaker1Great. Thank you, B ...

Newmark Group (NMRK) Q2 2025 Earnings Call July 30, 2025 10:00 AM ET Speaker0Good day, and welcome to the Newmark Group 2Q twenty twenty five Financial Results. Today's conference is being recorded. At this time, I would like to turn the conference over to Mr. Jason McGruder, Head of Investor Relations. Please go ahead, sir.Speaker1Thank you, operator, and good morning. Newmark issued its second quarter twenty twenty five financial results press release this morning. Unless otherwise stated, the results pro ...

Trane Technologies (TT) Q2 2025 Earnings Call July 30, 2025 10:00 AM ET Speaker0Good morning, and welcome to the Trane Technologies Second Quarter twenty twenty five Earnings Conference Call. My name is Regina, and I will be your operator for the call. The call will begin in a few moments with the speaker remarks and the Q and A session. At this time, all participants are in a listen only mode. After the speakers' remarks, there will be a question and answer session.I will now turn the call over to Zach Nag ...

Financial Performance & Acquisition - Nabors reported adjusted EBITDA of $248.459 million for the three months ended June 30, 2025[86] - Nabors Drilling Solutions contributed 25% of total adjusted EBITDA from operations in 2Q[24] - Parker Wellbore acquisition is on track to deliver $40 million of synergies in 2025 and $60 million run-rate in 2026[18] - Parker Wellbore is expected to generate run-rate adjusted EBITDA plus synergies of $200 million, up from $190 million[18] - Adjusted EBITDA less CAPEX of $125 million is expected from Parker Wellbore, up from $110 million[19] Segment Performance - International Drilling daily adjusted gross margin was greater than $17,500 in 2Q[24] - Lower 48 rigs generated daily adjusted gross margin of approximately $13,900[24] - Nabors Drilling Solutions adjusted gross margin was approximately 53% in 2Q[24] International Expansion - Nabors has 52 active rigs in KSA (Kingdom of Saudi Arabia) operated by SANAD, a JV with Saudi Aramco[20] - The company deployed 2 rigs in Saudi Arabia and 2 rigs in Kuwait in 2Q, with additional deployments planned in 3Q in Saudi Arabia, Kuwait, and India, plus a restart in Colombia[24] - Nabors is actively pursuing multiple opportunities for additional international rigs through YE 2025[38] Rig Count & Utilization - As of June 30, 2025, Nabors had a total rig fleet of 310, with 159 rigs on revenue, resulting in a 51% utilization rate[84] - In the U S Lower-48, Nabors had 110 high-spec rigs, with 60 on revenue, resulting in a 55% utilization rate[84]

Key Takeaways Astronics posted 11.3% Q1 sales growth, fueled by surging commercial and military aircraft demand.AAR saw a 12% rise in commercial sales and 18.1% growth in defense revenues in fiscal 2025.ATRO's lower debt load and stronger EPS outlook suggest greater near-term resilience than AIR. Rising global aircraft deliveries, expanding airline fleet sizes and increasing demand for maintenance, repair, and overhaul (MRO) services are fueling growth across the aviation services industry. These trends, su ...

Key Takeaways ST's Q2 EPS of $0.87 beat estimates by 3.6% but declined year over year from $0.92.Q2 revenue dropped to $943.4M due to divestitures and lower truck production in key regions.Sensing Solutions grew 8.6%, marking its second straight quarter of year-over-year revenue gains.Sensata Technologies Holding plc (ST) reported second-quarter 2025 adjusted earnings per share (EPS) of 87 cents compared with 92 cents a year ago. However, the bottom line topped the Zacks Consensus Estimate by 3.6%.Revenues ...

For the quarter ended June 2025, GE HealthCare Technologies (GEHC) reported revenue of $5.01 billion, up 3.5% over the same period last year. EPS came in at $1.06, compared to $1.00 in the year-ago quarter.The reported revenue represents a surprise of +0.66% over the Zacks Consensus Estimate of $4.97 billion. With the consensus EPS estimate being $0.91, the EPS surprise was +16.48%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wal ...

Entegris (ENTG) reported $792.4 million in revenue for the quarter ended June 2025, representing a year-over-year decline of 2.5%. EPS of $0.66 for the same period compares to $0.71 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $766.77 million, representing a surprise of +3.34%. The company delivered an EPS surprise of +1.54%, with the consensus EPS estimate being $0.65.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

For the quarter ended June 2025, Clean Harbors (CLH) reported revenue of $1.55 billion, down 0.2% over the same period last year. EPS came in at $2.36, compared to $2.46 in the year-ago quarter.The reported revenue represents a surprise of -2.04% over the Zacks Consensus Estimate of $1.58 billion. With the consensus EPS estimate being $2.33, the EPS surprise was +1.29%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...