Key Tronic (KTCC) Q3 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Anthony Voorhees - EVP of Administration, CFO & TreasurerBrett Larsen - President & CEOBill Dezellem - Founder, President & Chief Investment OfficerGeorge Melas-Kyriazi - PresidentSheldon Grodsky - President Operator Good day, and welcome to the Keytronic Q3 Fiscal Year twenty twenty five Investor Call. Today's conference is being recorded. After the presentation, we will begin the question and answer period. At this time, ...

Core Viewpoint - Zacks Premium provides tools and resources to help investors make informed decisions and enhance their confidence in stock market investments [1] Summary by Categories Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2] Value Score - The Value Style Score identifies attractive and discounted stocks using ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors [3] Growth Score - The Growth Style Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow to identify stocks with sustainable growth potential [4] Momentum Score - The Momentum Style Score helps investors capitalize on price or earnings trends, utilizing factors like one-week price change and monthly earnings estimate changes to identify high-momentum stocks [5] VGM Score - The VGM Score combines Value, Growth, and Momentum Scores, providing a comprehensive indicator for investors who prefer a multifaceted approach to stock selection [6] Zacks Rank - The Zacks Rank is a proprietary stock-rating model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering earnings outlook changes [9][10] Company Spotlight: Standard Motor Products (SMP) - Standard Motor Products Inc., established in 1919, is a leading manufacturer and distributor of automotive replacement parts, reporting results in four segments since February 2025 [11] - SMP holds a Zacks Rank of 2 (Buy) with a VGM Score of A, and a Growth Style Score of B, indicating a forecasted year-over-year earnings growth of 10.7% for the current fiscal year [12] - The Zacks Consensus Estimate for SMP's earnings has increased by $0.05 to $3.51 per share, with an average earnings surprise of 38.6%, making it a strong candidate for growth investors [12][13]

Core Viewpoint - Standard Motor Products (SMP) reported strong first-quarter 2025 results, with adjusted earnings per share (EPS) significantly exceeding expectations and showing year-over-year growth [1][9]. Financial Performance - Adjusted EPS for Q1 2025 was 81 cents, surpassing the Zacks Consensus Estimate of 44 cents and increasing from 45 cents in the prior-year quarter [1]. - Total revenues rose to $413.4 million from $331.4 million in Q1 2024, exceeding the Zacks Consensus Estimate of $394 million [2]. - Gross profit increased to $124.7 million from $89.5 million year-over-year, while operating income rose to $24.5 million from $14.6 million in the prior-year quarter [2]. Segmental Results - Vehicle Control segment revenues were $192.3 million, a 3.7% increase year-over-year, but fell short of the estimate of $198.3 million. Operating income was $18.3 million, up from $15.6 million [4]. - Temperature Control segment revenues reached $88.9 million, up from $71.6 million year-over-year, exceeding the projection of $72 million. Operating income was $7.8 million, up from $2.1 million [5]. - Engineered Solutions segment revenues totaled $66 million, down 11.2% year-over-year, missing the estimate of $81 million. Operating income was $3.2 million, up from $2.2 million [6]. - Nissens Automotive segment revenues were $66.2 million, surpassing the expectation of $42.5 million, with an operating income of $7.6 million [6]. Financial Position - As of March 31, 2025, the company had $50.3 million in cash, up from $44.4 million at the end of 2024. Long-term debt increased to $627.3 million from $535.2 million [7]. - Net cash used by operating activities was $60.2 million, and SG&A expenses rose 33.6% to $99.8 million [7]. Dividend and Guidance - The company declared a quarterly dividend of 31 cents per share, payable on June 2, 2025, to stockholders of record as of May 15, 2025 [8]. - For 2025, SMP expects sales growth in the mid-teens and adjusted EBITDA to be in the range of 10-11% of total revenues [9].

Standard Motor Products (SMP) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Company Participants Anthony Cristello - VP - IREric Sills - CEO, President & ChairmanNathan Iles - Chief Financial OfficerBret Jordan - Managing DirectorJames Burke - Director & COO Conference Call Participants Scott Stember - Executive Director & Senior Research AnalystA. Carolina Jolly - Senior Research Analyst Operator Good day, everyone, and welcome to the Standard Motor Products First Quarter twenty twenty five Earnings Cal ...

For the quarter ended March 2025, Standard Motor Products (SMP) reported revenue of $413.38 million, up 24.7% over the same period last year. EPS came in at $0.81, compared to $0.45 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $394.22 million, representing a surprise of +4.86%. The company delivered an EPS surprise of +84.09%, with the consensus EPS estimate being $0.44.While investors closely watch year-over-year changes in headline numbers -- revenue and earning ...

Standard Motor Products (SMP) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Speaker0 Good day, everyone, and welcome to the Standard Motor Products First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. Please note, today's call will be recorded and I will be standing by should you need any assistance. It is now my pleasure to turn the conference over to Tony Cr ...

Hayward Holdings, Inc. (NYSE:HAYW) Q4 2024 Earnings Conference Call February 27, 2025 9:00 AM ET Company Participants Kevin Maczka - VP of IR and FP&A Kevin Holleran - President and CEO Eifion Jones - SVP and CFO Conference Call Participants Nigel Coe - Wolfe Research Saree Roroditsky - Jeffries Andrew Carter - Stifel Mike Holler - Baird David Tarantino - KeyBanc Nick Cash - Goldman Sachs Rafe Jadorschic - Bank of America Operator Welcome to Hayward Holdings, Inc. fourth quarter 2024 Earnings call. My name ...