Goldman Sachs BDC (GSBD) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Austin Neri - Investor RelationsAlex Chi - Co-CEO and Co-PresidentDavid Miller - Co-President & Co-CEOTucker Greene - Chief Operating OfficerStanley Matuszewski - CFO & Treasurer Conference Call Participants Derek Hewett - Analyst Austin Neri Good morning. This is Austin Eery, a member of the Investor Relations team for Goldman Sachs BDC, Inc. And I would like to welcome everyone to the Goldman Sachs BDC, Inc. First ...

Fidus Investment (FDUS) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Jody Burfening - IREdward Ross - Chairman & CEOShelby Sherard - Chief Financial OfficerMickey Schleien - MD - Equity Research Conference Call Participants Robert Dodd - AnalystSean-Paul Adams - Equity Research Analyst Operator Good day, and welcome to the Fidus First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opport ...

Post Holdings (POST) Q2 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Daniel O'Rourke - Investor RelationsRobert Vitale - President & CEOJeff Zadoks - Executive VP and Chief Operating OfficerMatthew Mainer - EVP, CFO & TreasurerAndrew Lazar - Managing DirectorKen Goldman - Managing DirectorJohn Baumgartner - Managing Director, Equity ResearchMarc Torrente - Vice President - Equity ResearchCarla Casella - Managing Director Conference Call Participants David Palmer - AnalystMichael Lavery - ...

Prospect Capital (PSEC) Q3 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants John Francis Barry - CEO & Chair of the Board of DirectorsKristin Van Dask - CFO, Treasurer, Secretary & Chief Compliance OfficerMichael Grier Eliasek - President & Chief Operating Officer Conference Call Participants Finian O'shea - Analyst Operator Good day and welcome to the Prospect Capital Third Fiscal Quarter Earnings Release and Conference Call. All participants will be in listen only mode. Please note this ev ...

NextNav (NN) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Nevin Reilly - Senior Managing DirectorMariam Sorond - Chairman & CEOChristian Gates - Chief Financial OfficerTimothy Horan - Managing DirectorMike Crawford - SMD & Head of Discovery Group Conference Call Participants Ryan Koontz - Senior Analyst Operator Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the NexNav ...

Information Services Group (III) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Barry Holt - Senior Advisor - CommunicationsMichael P. Connors - Chairman & CEOMichael Sherrick - CFO & Executive VPDave Storms - Director of Equity ResearchVincent Colicchio - Managing Director Conference Call Participants Marc Riddick - Business Services AnalystJoe Gomes - Senior Generalist AnalystGowshi Sriharan - Analyst Operator Good morning, and welcome, everyone, to the Information Services Group Fir ...

Financial Data and Key Metrics Changes - In Q1 2025, net sales totaled $280.5 million, a sequential increase of $40 million or 17% [17] - Net income for the quarter was $1.3 million or $0.03 per diluted share, while adjusted net income was $3.2 million or $0.07 per diluted share [18] - Adjusted EBITDA reached $17.7 million, a sequential increase of $9.4 million [18] - Manufacturing costs declined by $12.5 million sequentially due to increased cost absorption and lower maintenance costs [19] Business Line Data and Key Metrics Changes - Overall shipments increased by 17% compared to the previous quarter, driven by higher industrial, automotive, and energy shipments [10] - Shipments to industrial customers rose by 33% sequentially, while energy shipments improved by 24% [11][12] - Automotive shipments increased by 9% sequentially, primarily due to seasonality [13] - Aerospace and defense shipments decreased due to production startup challenges but are expected to recover in the second quarter [14] Market Data and Key Metrics Changes - The order backlog increased approximately 50% from the same period last year, reflecting growing demand for U.S.-produced steel [7] - Lead times for SBQ bars and seamless mechanical tubing products currently extend to ten weeks [11] - The energy market is seeing increased demand as customers shift from imports to domestic sourcing [35] Company Strategy and Development Direction - The company plans to invest approximately $5 million in safety management systems and equipment upgrades in 2025 [8] - Capital allocation strategy prioritizes strategic investments for long-term growth and ongoing share repurchase programs [15] - The company remains focused on executing its business strategy while prioritizing safety and customer service [16] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism despite macroeconomic uncertainties, citing a strong U.S.-based business model [16] - The company anticipates second-quarter adjusted EBITDA to be higher than in the first quarter, with modest increases in shipments expected [26] - Management is confident in meeting the 2025 revenue goal of approximately $30 million from vacuum arc remelt products [15] Other Important Information - The company made $52.6 million in required pension contributions in Q1 2025, with expectations of reduced future contributions [20] - Cash flow for the first quarter was an outflow of $38.9 million, primarily due to pension contributions [21] - The company repurchased 395,000 shares for $5.6 million in Q1 and had $96 million remaining under its share repurchase authorization as of April [25] Q&A Session Summary Question: How much of the volume boost in Q1 2025 is due to pull forward demand related to tariffs? - Management indicated that very little of the shipment increase was due to tariff hedging, as most orders were placed in Q4 2024, and the tariffs did not take effect until April [34] Question: What is the outlook for the energy market and customer demand? - Management expects continued demand growth in the energy sector as customers seek domestic sourcing, despite some inventory overhang from imports [35] Question: Can you provide details on the aerospace and defense customer manufacturing startup challenges? - Management noted that a new facility faced commissioning difficulties but expects to see orders from this facility later in the year as progress is made [41]

Strattec Security (STRT) Q3 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Deborah Pawlowski - Founding Partner & Senior Managing DirectorJennifer Slater - President, CEO & DirectorMatthew Pauli - SVP & CFO Conference Call Participants John Franzreb - Senior Equity AnalystNone - Analyst Operator Greetings, and welcome to the StratTech Third Quarter Fiscal Year twenty twenty five Financial Results. At this time, all participants are in a listen only mode. A question and answer session will ...

NextNav (NN) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Nevin Reilly - Senior Managing DirectorMariam Sorond - Chairman & CEOChristian Gates - Chief Financial OfficerTimothy Horan - Managing DirectorMike Crawford - SMD & Head of Discovery Group Conference Call Participants Ryan Koontz - Senior Analyst Operator Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the NexNav ...

Calumet Specialty Products Partners (CLMT) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants John Kompa - Director of Investor RelationsTodd Borgmann - CEODavid Lunin - Executive VP & CFONeil Mehta - Head of Americas Natural Resources Equity ResearchBruce Fleming - EVP - Montana Renewables & Corporate DevelopmentJason Gabelman - MD - Equity Research Conference Call Participants Amit Dayal - Managing Director & Senior Technology AnalystGregg Brody - High Yield Research Analyst Operator Good ...