We last wrote on Viomi Technology Co., Ltd (NASDAQ: VIOT ) (a smart home-water appliance provider) in January of this year when we rated the AI water-oriented company a 'hold'. Shares were trading at $1.57 at the time. AlthoughIndividual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our positions to bring in addition ...

Key Takeaways AEM, DIS, ADBE and XYL are highlighted for robust sales growth and strong financial fundamentals. These stocks also boast high cash flow, low P/S ratios and favorable sales estimate revisions. All four companies maintain over 5% operating margins and ROE above 5%, signaling efficient operations.Markets began 2025 on a strong note but have since been gripped by heightened volatility due to the Trump administration’s tariff plans and geopolitical headwinds, which have resulted in uncertainty. ...

| Report Descriptions | | Contents | | --- | --- | --- | | This is the 13th Environmental, Social and Governance Report issued by Power Construction Corporation of China Ltd. | | | | (stock code: 601669, abbreviation: POWERCHINA) since 2012. This report is an annual report which covers the period from | | | | January 1, 2024 to December 31, 2024 unless otherwise specified. The last annual report was issued in April 2024. | | About Us | | 01 Future Prospect 87 | | ESG | | Management 05 Appendix 89 | | | | Re ...

Financial Data and Key Metrics Changes - Consolidated adjusted EBITDA from continuing operations for Q4 was $176.8 million, up approximately 20% from $147.9 million in the prior year [6] - Full year adjusted EBITDA from continuing operations was $622.9 million, exceeding previous guidance of $620 million [7] Business Line Data and Key Metrics Changes - Water Solutions adjusted EBITDA for Q4 was $154.9 million, compared to $123.4 million in the prior year [7] - Physical water disposal volumes increased to 2.73 million barrels per day in Q4 from 2.39 million barrels per day in the prior year [8] - Crude Oil Logistics adjusted EBITDA decreased to $13.1 million in Q4 from $15.3 million in the prior year, primarily due to lower volumes on the Grand Mesa pipeline [10][11] - Liquids Logistics adjusted EBITDA was $17.7 million in Q4, down from $22.2 million in the prior year [12] Market Data and Key Metrics Changes - Total volumes paid for disposal increased by 11% in Q4 compared to the same quarter of the previous year [8] - Operating cost per barrel for fiscal 2025 was $0.22, down from $0.24 in fiscal 2024 [9] Company Strategy and Development Direction - The company is focusing on core assets after divesting non-core businesses, which will reduce volatility and seasonality of adjusted EBITDA [5] - Plans to continue reducing leverage and improve capital structure by addressing Class D Preferred Units [6][19] - The company aims to generate approximately 85% of adjusted EBITDA from the Water Solutions segment moving forward [16] Management's Comments on Operating Environment and Future Outlook - Management noted that despite oil price uncertainty, there has been no drop-off in customer activity in the Corita Basin [10] - The company is well-positioned with 90% of volumes committed through acreage dedications and MVCs, with 80% of total volumes from investment-grade counterparties [10] - Future growth is expected in the Water Solutions segment, with guidance for fiscal 2026 adjusted EBITDA between $615 million and $625 million [12] Other Important Information - The company completed the sale of 18 natural gas liquids terminals and other non-core assets, raising $270 million [4][16] - The biodiesel business has been fully wound down, eliminating approximately $75 million of working capital [5] Q&A Session Summary Question: Can you offer more color on your expectations by business for 2026 guidance? - Management explained that the water guidance midpoint implies about $560 million, accounting for a $20 million decline in skim oil revenues due to lower crude prices [21][22] Question: What are the conversations with customers regarding growth opportunities? - Management indicated that they are recontracting and focusing on core customers, with no slowdown in volumes currently observed [27][29] Question: How much lower could you flex capital spending down? - Management stated that capital expenditures are already low and further reductions may not be significant [35][37] Question: How do you think about your low and high range on volumes for the water business? - Management noted that fluctuations in volumes are normal, with a strong base wedge of business and no significant changes expected from customers [40][46] Question: Will there be a reinstatement of common unit distributions? - Management clarified that there are no plans for near-term distributions as the focus is on reducing Class D preferred units [52][54]

Badger Meter, Inc. (BMI) , a leading provider of smart water solutions, has witnessed a stock price gain of 14.9% year to date (“YTD”), outpacing the S&P 500 composite decline of 1.1% and the Instruments-Control industry’s growth of 9.7%.Image Source: Zacks Investment ResearchBMI was down 1.4% in the last session and closed trading at $243.68. The stock is trading closer to its 52-week high of $249.65. Will the stock register further gains or will it start coming down?As investors contemplate how to strateg ...

Core Viewpoint - Zevia reported a quarterly loss of $0.06 per share, outperforming the Zacks Consensus Estimate of a loss of $0.10, marking a 40% earnings surprise [1][2] Financial Performance - The company achieved revenues of $38.02 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 3.04%, although this represents a decline from $38.8 million in the same quarter last year [2] - Over the last four quarters, Zevia has surpassed consensus EPS estimates three times and topped revenue estimates three times as well [2] Stock Performance - Zevia shares have declined approximately 51.8% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The current Zacks Rank for Zevia is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $43.17 million, and for the current fiscal year, it is -$0.24 on revenues of $160.21 million [7] - The trend of estimate revisions for Zevia is currently mixed, which may change following the recent earnings report [6] Industry Context - The Beverages - Soft drinks industry, to which Zevia belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Xylem (XYL) reported $2.07 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 1.8%. EPS of $1.03 for the same period compares to $0.90 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.04 billion, representing a surprise of +1.26%. The company delivered an EPS surprise of +8.42%, with the consensus EPS estimate being $0.95.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they c ...