Ford (F) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day, everyone. My name is Leila, and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time, please click on the raise hand icon, whi ...

Fabrinet (FN) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Third Quarter of Fiscal Year twenty twenty five. At this time, all participants are in a listen only mode. Later, will conduct a question and answer session, and instructions on how to participate will be provided at that time. As a reminder, today's call is being recorded. I would now like to turn the call over to your host, Garo Tomajanian, Vice President of ...

Ethan Allen Interiors (ETD) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to the Ethan Allen Fiscal twenty twenty five Third Quarter Analyst Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. It is now my pleasure to introduce your host, Matt McNulty, Senior Vice President, Chief Financial Officer and Treasurer. Thank you. You may beg ...

Digimarc (DMRC) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the Digimarc Q1 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce George Caramanos. Please go ahead. Speaker1 Thank you. Welcome to our Q1 conference call. Riley McCormick, our CEO and Charles Beck, our CFO, a ...

The Clorox Company (CLX) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Lisah Burhan - VP of IRLinda Rendle - CEO & ChairmanDara Mohsenian - Managing Director - US Beverage/Household Products SectorsFilippo Falorni - Director - Equity ResearchLuc Bellet - EVP & CFOAnna Lizzul - Vice President - Equity ResearchBonnie Herzog - Managing Director Robert Moskow - Managing DirectorKaumil Gajrawala - Managing DirectorKevin Grundy - Managing DirectorOlivia Tong - Managing Director Conference Ca ...

The Clorox Company (CLX) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to The Clorox Company Third Quarter Fiscal Year twenty twenty five Earnings Release Conference Call. At this time, all participants are in a listen only mode. At the conclusion of our prepared remarks, we will conduct a question and answer session. As a reminder, this call is being recorded. I would now like to introduce your host for today's conference call, Ms. Lisa Byrne, Vice Pres ...

Certara (CERT) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day and thank you for standing by. Welcome to the Certara First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, Pl ...

Corcept Therapeutics (CORT) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Thank you for standing by and welcome to Corcept Therapeutics First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. To a question during the session, will need to press 11 on your telephone. To remove yourself from the queue, you may press 11 again. I would now like to hand the call over ...

Financial Data and Key Metrics Changes - First quarter revenue was $682 million, up 13% year over year, with growth in both segments [21] - Adjusted EBITDA was $130 million, also up 13% year over year, driven by robust growth in government operations [21] - Adjusted earnings per share increased to $0.91, a 20% rise compared to $0.76 last year [22] Business Line Data and Key Metrics Changes - Government operations saw a revenue increase of 14%, driven by naval propulsion and special materials [24] - Commercial operations revenue was $128 million, up 10% year over year, led by growth in medical and commercial power [25] - Adjusted EBITDA margin for government operations was 21.1%, while commercial operations saw a margin of 10.9%, down 100 basis points due to unfavorable mix and cost absorption [26] Market Data and Key Metrics Changes - The commercial operations backlog reached a record $1.3 billion, up 39% from the previous quarter and 78% year over year [15] - The Canadian Nuclear Safety Commission authorized the construction of the first BWRX 300 unit, marking a significant milestone for North America's first SMR project [16] Company Strategy and Development Direction - The company is focused on expanding its nuclear services portfolio and enhancing its manufacturing capacity in North America [7][17] - BWXT is positioned to benefit from long-term investments in nuclear technologies driven by decarbonization and increasing electricity demand [5][6] - The company is actively pursuing opportunities in government contracts, particularly in energy security and environmental restoration projects [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to weather macroeconomic disruptions due to long-cycle contracts and a strong balance sheet [8] - The administration's focus on naval nuclear fleet and nuclear modernization is expected to support a revenue CAGR of 3% to 5% in the government operations segment [11] - The market for nuclear medicine is anticipated to grow significantly, driven by increasing volumes of SPECT and PET scanning procedures [20] Other Important Information - Free cash flow for the quarter was $17 million, with capital expenditures at $33 million, or 4.9% of sales [21][23] - The company expects full-year free cash flow to be between $265 million and $285 million [23] Q&A Session Summary Question: Were the negative EACs all at government operations? - The negative EACs were about half from commercial operations and half from government operations, with specific impacts noted in the fuel business [32][33] Question: Do you see BWXT as in line to get any of the funding from the recent appropriations? - There is optimism regarding potential funding from the reconciliation bill, particularly for domestic defense enrichment and DoD nuclear reactors [36][42] Question: Can you provide an update on the Actinium-225 effort? - The company remains the largest commercial producer of Actinium-225 and is exploring multiple production modalities [98] Question: What is the status of the enrichment contract and pilot program? - The pilot program is in the conceptual stage, focusing on designing a pilot plant for centrifuge-type enrichment technology [62][63] Question: How is the company managing the zirconium cost impact? - The company has strong relationships with customers that allow for a path through mechanism to mitigate unforeseen risks related to raw material costs [89]

Bright Horizons Family Solutions (BFAM) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Michael Flanagan - Vice President, Investor RelationsStephen Kramer - CEO, President & DirectorElizabeth Boland - Chief Financial OfficerStephanie Moore - SVP - Equity ResearchFaiza Alwy - Managing Director, US Company Research Conference Call Participants Andrew Steinerman - Equity Research Analyst - Business & Info ServicesGeorge Tong - AnalystPrincy Thomas - AnalystToni Kaplan - Executive Director, ...