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BWX Technologies(BWXT) - 2025 Q2 - Earnings Call Transcript
2025-08-04 22:02
BWX (BWXT) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Company ParticipantsChase Jacobson - VP - IRRex Geveden - President, CEO & DirectorMike Fitzgerald - SVP & CFOScott Deuschle - Director - Aerospace & Defense Equity ResearchBob Labick - PresidentJoshua Korn - AVP - Equity ResearchPete Skibitski - Director - Aerospace & Defense Equity ResearchMark Shooter - Senior Associate - Energy & Power Technologies Equity ResearchJan-Frans Engelbrecht - Senior Equity Research AssociateMichael Ciarmoli - MD - A ...
BWX Technologies(BWXT) - 2025 Q2 - Earnings Call Transcript
2025-08-04 22:00
BWX (BWXT) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Speaker0Ladies and gentlemen, welcome to VWX Technologies Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Following the company's prepared remarks, we will conduct a question and answer session and instructions will be given at that time. I would now like to turn the call over to our host, Chase Jacobson, BWXT's Vice President of Investor Relations. Please go ahead, sir.Speaker1 ...
Is it Worth Retaining Boston Scientific Stock in Your Portfolio Now?
ZACKSยท 2025-05-14 12:15
Core Viewpoint - Boston Scientific's first-quarter 2025 performance is characterized by strong international expansion and strategic acquisitions, although it faces challenges from currency fluctuations and competitive pressures [1][10]. Group 1: Financial Performance - In the past year, Boston Scientific's shares have increased by 40%, outperforming the industry and S&P 500, which grew by 10.2% and 11.2% respectively [2]. - The company has a market capitalization of $152.31 billion and has consistently beaten earnings expectations over the last four quarters, with an average surprise of 8.79% [2]. - The Zacks Consensus Estimate for Boston Scientific's 2025 earnings per share has increased by 2.1% to $2.91, while the revenue estimate is projected at $19.49 billion, reflecting a 16.4% increase year-over-year [12]. Group 2: International Expansion - Boston Scientific is actively expanding its operations in international markets, particularly in emerging markets, which show strong growth potential due to favorable economic conditions and healthcare sector developments [3]. - In the first quarter of 2025, emerging markets reported a nearly 9.8% year-over-year growth in net sales on an operational basis [4]. - The Europe, Middle East, and Africa (EMEA) region saw an 8% year-over-year sales growth, driven by strong performance in electrophysiology and double-digit growth in key technologies [5]. - In the Asia Pacific (APAC) region, Japan experienced double-digit growth, while China achieved high single-digit growth despite a challenging comparison from the previous year [6]. Group 3: Strategic Acquisitions - Recent acquisitions by Boston Scientific, including Bolt Medical and Cortex, are expected to enhance the company's product offerings and long-term revenue growth [7]. - The company is also in the process of acquiring SoniVie and Intera Oncology, which will expand its capabilities in renal denervation and interventional oncology, respectively [8]. Group 4: Challenges - Boston Scientific is significantly exposed to currency fluctuations, with 40% of its sales coming from international markets, which has negatively impacted its performance in recent quarters [10]. - The medical devices market is highly competitive, with Boston Scientific facing challenges from both large, well-capitalized companies and smaller players across various segments [11].