Workiva (WK) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Katie White - Senior Director - IRJulie Iskow - President and Chief Executive OfficerJill Klindt - Executive VP & CFOPatrick Schulz - Vice President & Senior Research AssociateRyan Krieger - VP - Software Equity ResearchDominique Manansala - Equity Research AssociateBrett Huff - Managing DirectorJohn Messina - Research Associate Conference Call Participants Steve Enders - AnalystJake Roberge - Equity Research AnalystAdam Hotchk ...

Universal Display (OLED) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Darice Liu - Senior Director of Investor Relations & Corporate CommunicationsSteven Abramson - President, Chief Executive Officer & DirectorBrian Millard - VP, CFO & TreasurerTyler Bisset - Equity Research Associate Conference Call Participants James Ricchiuti - Senior AnalystMehdi Hosseini - Senior Equity Research AnalystScott Searle - Managing Director, Senior Research AnalystNam Hyung Kim - Senior AnalystNone - A ...

LeMaitre Vascular (LMAT) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Dorian LeBlanc - CFOGeorge LeMaitre - Chairman & CEOShaymus Contorno - Equity Research AssociateDavid Roberts - President & DirectorMichael Petusky - Managing DirectorRick Wise - Managing Director - Medical Technology & SuppliesDaniel Stauder - Director - Equity Research Conference Call Participants Michael Sarcone - AnalystFrank Takkinen - Senior Research AnalystJim Sidoti - AnalystBrett Fishbin - Vice President & ...

Columbia Sportswear Company (COLM) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Andrew Burns - VP - IR & StrategicTim Boyle - Chairman, President and CEOJim Swanson - EVP & CFOPeter McGoldrick - Equity Research AssociateKrista Zuber - DirectorPaul Lejuez - Managing DirectorPaul Kearney - VP - Equity ResearchAlexander Perry - Director, Equity ResearchMauricio Serna - Executive Director Conference Call Participants Laurent Vasilescu - Managing Director & Senior Equity AnalystMitch Kumme ...

Floor & Decor (FND) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Wayne Hood - Senior Vice President of IRThomas Taylor - Chief Executive OfficerBradley Paulsen - PresidentBryan Langley - Executive VP & CFOErsan Sayman - EVP of MerchandisingSteven Forbes - Senior Managing DirectorSteven Zaccone - Director, Equity Research, Hardlines RetailMax Rakhlenko - Managing DirectorChuck Grom - Managing Director Conference Call Participants Seth Sigman - Managing Director, Senior Equity Research ...

Alignment Healthcare (ALHC) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants John Kao - Founder & CEOThomas Freeman - CFORyan Daniels - Group Head–Healthcare Technology and ServicesJohn Ransom - Managing Director, Director of Healthcare ResearchWhit Mayo - Senior Managing DirectorAndrew Mok - Director Conference Call Participants Michael Ha - Senior Research AnalystJessica Tassan - Senior Equity Research AnalystJoanna Gajuk - AnalystMatthew Gillmor - Director & Equity Research AnalystJona ...

Allison Transmission (ALSN) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Jacalyn Bolles - Executive Director of Treasury & IRDavid Graziosi - Chairman and CEOScott Mell - CFO & TreasurerG. Frederick Bohley - COOIsaac Sellhausen - Director - Equity ResearchTami Zakaria - Executive Director Conference Call Participants Kyle Menges - Vice President & Equity Research AnalystTim Thein - Managing Director & Research AnalystRob Wertheimer - AnalystAngel Castillo - AnalystLuke Junk - Senior R ...

Financial Data and Key Metrics Changes - The company reported a 19% year-over-year revenue growth, with a procedure growth rate of 17% [70][68] - The install base growth was 15%, indicating strong demand for the company's products [71] - Gross margins were noted as not perfect, with guidance set between 15% to 17% [71] Business Line Data and Key Metrics Changes - The SP product line saw a significant procedure growth of 94% year-over-year, indicating strong adoption [72] - General surgery has become the largest segment, with healthy growth across all segments [74] - The company has over 11,000 platforms operating in clinical environments, with a total of approximately 18 million procedures performed lifetime [57] Market Data and Key Metrics Changes - The company experienced strength in US General Surgery, with great adoption by general surgeons [65] - There has been a decrease in bariatric surgery due to the rise of GLP-1 drugs, but the company believes this will stabilize over time [63] - The company is present in 70 countries, indicating a broad market reach [85] Company Strategy and Development Direction - The company focuses on delivering value for patients and ensuring that healthcare providers receive value from their products [45] - There is an emphasis on expanding indications and launching new platforms, including the da Vinci V [60] - The company aims to achieve digital excellence and enhance its supply chain capabilities [91] Management's Comments on Operating Environment and Future Outlook - Management acknowledged environmental uncertainties in China and the impact of healthcare worker strikes globally [62][64] - The company is optimistic about the future, with a focus on innovation and growth despite current challenges [61] - Management highlighted the importance of a mission-driven employee population to achieve long-term goals [49] Other Important Information - The company has a strong Net Promoter Score of 75, indicating high customer satisfaction [87] - The company is committed to leveraging artificial intelligence and data analytics to improve surgical outcomes [103] Q&A Session All Questions and Answers Question: Are there any issues with tariffs affecting product sales in China? - The company faces a 125% tariff on products manufactured in the U.S. and imported into China, which has a significant financial impact [96] Question: What is being done to minimize the impact of tariffs? - The company is evaluating its supply chain operations and workflows to mitigate the impact of tariffs while waiting for the trade environment to stabilize [101] Question: How is the company leveraging AI and data analytics? - The company is focused on accessing high-quality data and using it for customer hospital analytics to optimize surgical outcomes [106][107] Question: What are the company's capital allocation priorities over the next two to three years? - The company prioritizes organic investment in the business, looking for technology acquisition opportunities, and returning excess cash to shareholders opportunistically [118]

Ryan Specialty Group (RYAN) Q1 2025 Earnings Call May 01, 2025 04:45 PM ET Company Participants Patrick Ryan - Founder & Executive ChairmanTimothy Turner - CEOJeremiah Bickham - PresidentJanice Hamilton - CFOElyse Greenspan - Managing DirectorMeyer Shields - Managing DirectorRobert Cox - Vice President - Equity Research Conference Call Participants Alex Scott - Equity Research AnalystMichael Zaremski - Managing Director & Senior Equity Research Analyst Operator Good afternoon, and thank you for joining us t ...

SPX Technologies (SPXC) Q1 2025 Earnings Call May 01, 2025 04:45 PM ET Company Participants Paul Clegg - Vice President of Investor Relations & CommunicationsGene Lowe - President and Chief Executive OfficerMark Carano - VP, CFO & TreasurerBrad Hewitt - VP - Equity Research Conference Call Participants Bryan Blair - Managing Director & Senior Research AnalystRoss Sparenblek - Research AnalystSteve Ferazani - Senior Equity Analyst - Diversified Industrials & Energy Operator Good day, and thank you for standi ...