Financial Data and Key Metrics Changes - The company reported first quarter 2025 earnings of $1.07 per share, an increase from adjusted earnings of $1.02 per share in the first quarter of 2024 [6][20] - The expected diluted earnings per share for 2025 is projected to be in the range of $4.85 to $5.05 [7][25] Business Line Data and Key Metrics Changes - Infrastructure investments continue to strengthen the energy grid and provide more energy resources, driving earnings growth across the company [20] - The economic outlook for service territories remains strong, with a 3% increase in total weather-normalized retail sales over the trailing twelve months ended in March [21] Market Data and Key Metrics Changes - The Missouri Public Service Commission approved a $355 million annual revenue increase, marking the fifth consecutive settlement of electric revenue requirements in the state [22] - The company expects approximately 5.5% compound annual sales growth in Missouri from 2025 through 2029, driven by increasing data center demand [12] Company Strategy and Development Direction - The company remains committed to its strategic plan, focusing on reliable and affordable energy while investing in energy infrastructure [5][6] - The company is pursuing significant investments in dispatchable natural gas, renewable generation resources, and battery storage to ensure reliable service over the next decade [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute investment plans and strategies across all business segments, expecting strong long-term earnings and dividend growth [19][34] - The company is optimistic about the prospects for growth in Missouri, supported by recent legislative developments that favor utility infrastructure investment [9][11] Other Important Information - The company has a robust pipeline of investment opportunities exceeding $63 billion, aimed at enhancing the energy grid and supporting economic growth [18] - The company plans to issue approximately $600 million of common equity in 2025 to support its capital needs [28] Q&A Session Summary Question: Clarification on the $350 million referenced - Management clarified that the incremental change is from 1.8 to 2.3 gigawatts, with an additional 500 megawatts under construction agreements related to data centers [39][40] Question: Need for new generation due to load growth - Management indicated that the 2.3 gigawatts of data center load growth provides greater confidence in sales growth estimates and aligns with their resource plan [43][44] Question: Impact of potential changes to tax credits - Management discussed the importance of maintaining tax credits and transferability for affordability and energy reliability, expressing optimism about legislative outcomes [49][50] Question: Exposure to tariffs in capital plans - Management estimated that about 2% of the overall capital plan could be exposed to tariffs, primarily related to battery projects, but noted that this is manageable [84][86] Question: Cost estimate for the Castle Bluff plant - Management confirmed the cost estimate for the Castle Bluff 800 megawatt plant is approximately $900 million [91] Question: EPS growth expectations - Management affirmed expectations for EPS growth to be at or above the midpoint of the 6% to 8% CAGR range for 2025 to 2029, driven by load growth and strategic investments [100][101]

Standex International (SXI) Q3 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Christopher Howe - Director of Investor RelationsDavid Dunbar - Chairman, President & CEOAdemir Sarcevic - VP, CFO & TreasurerGary Prestopino - Managing Director Conference Call Participants Chris Moore - Senior AnalystMatthew Koranda - MD & Senior Research AnalystMichael Shlisky - Managing Director & Senior Equity Research AnalystRoss Sparenblek - Equity Research Analyst Christopher Howe Thank you, operator, and ...

inTEST (INTT) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Shawn Southard - Investor RelationsRichard Grant - President & CEODuncan Gilmour - CFO, Treasurer & SecretaryJaeson Schmidt - Director of Research Conference Call Participants Richard Ryan - Vice President, Senior Research AnalystTed Jackson - MD & Senior Research Analyst Operator Greetings and welcome to the Intest Corporation First Quarter twenty twenty five Financial Results. At this time, all participants are in a listen o ...

Vince Holding (VNCE) Q4 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Akiko Okuma - Chief Administrative Officer & General CounselBrendan Hoffman - CEO & DirectorYuji Okumura - CFOMichael Kupinski - Director of Research, Managing Director, Head of Technology Research Conference Call Participants Eric Beder - CEO & Senior Research Analyst Akiko Okuma Thank you, and good morning, everyone. Welcome to Vince Holding Corp. Fourth quarter and full year fiscal twenty twenty four results conferen ...

Vince Holding (VNCE) Q4 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Akiko Okuma - Chief Administrative Officer & General CounselBrendan Hoffman - CEO & DirectorYuji Okumura - CFOMichael Kupinski - Director of Research, Managing Director, Head of Technology Research Conference Call Participants Eric Beder - CEO & Senior Research Analyst Akiko Okuma Thank you, and good morning, everyone. Welcome to Vince Holding Corp. Fourth quarter and full year fiscal twenty twenty four results conferen ...

The Wendy’s Company (WEN) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Aaron Broholm - Head of Investor RelationsKirk Tanner - CEO, President & DirectorKen Cook - CFODavid Palmer - Senior Managing DirectorDennis Geiger - Executive Director - Equity ResearchJon Tower - Director & Equity Research - Consumer & RestaurantsLauren Silberman - DirectorMargaret-May Binshtok - VP - Equity ResearchAndrew Charles - Managing DirectorRahul Krotthapalli - Vice President - Equity ResearchChris O’Cul ...

Financial Data and Key Metrics Changes - Revenue in Q1 2025 totaled $73.5 million, down from $76.2 million in Q4 2024, with negligible revenue from COVID-19 testing [21] - GAAP gross margin was 38.6%, while non-GAAP gross margin was 41%, showing year-over-year improvement due to operational efficiencies [21][22] - Total GAAP operating expenses were $48.1 million, slightly up from $48 million in Q4 2024, with non-GAAP operating expenses remaining flat at $37.4 million [22] - Adjusted EBITDA loss for Q1 was approximately $2.9 million, an improvement from a loss of $3.2 million in Q1 2024 [23] - The company ended Q1 with approximately $814.6 million in cash, cash equivalents, restricted cash, and marketable securities [23] Business Line Data and Key Metrics Changes - Precision diagnostics revenue increased by $6.7 million or 17.8% year-over-year, while anatomic pathology revenue rose by $2.2 million or 9.5% year-over-year [13] - Biopharma services revenue grew by $1.4 million or 51.3% year-over-year, although it experienced a sequential decline of 33.7% due to contract timing [14] - The growth in precision diagnostics was driven by reproductive health services and expanded carrier screening, with new client wins contributing significantly [14][15] Market Data and Key Metrics Changes - The company is seeing significant usage from new VA hospitals and positive momentum from partnerships, particularly with Foundation Medicine [14][15] - The biopharma services business is expected to experience variability quarter-to-quarter, but the company anticipates continued demand due to improved product offerings [19] Company Strategy and Development Direction - The company is focused on expanding its laboratory services and therapeutic development pipeline, with ongoing clinical trials for candidates FID-seven and FID-twenty two [10][11] - Investments in digital pathology and AI are expected to enhance operational efficiency and quality [18] - The company is evaluating potential M&A opportunities to enhance its distribution network and technology deployment [37] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the fundamentals in 2025, with expectations for core revenue to reach approximately $310 million, representing a 10% year-over-year growth [24] - Non-GAAP gross margins are expected to slightly exceed 40% for the full year, with anticipated cash burn for therapeutics development around $25 million [26] - The company aims to manage spending while focusing on capital allocation to support growth initiatives [27] Other Important Information - The company has repurchased approximately 646,000 shares at a cost of $10.9 million since the beginning of 2025, with a total of $110.4 million spent since the inception of the repurchase program [23][27] - The SEC investigation concluded with no enforcement action recommended, resulting in a reversal of a previously accrued liability of $1 million [22] Q&A Session Summary Question: Why not raise the full year guidance despite good momentum? - Management prefers to be more comfortable before adjusting guidance, aiming for considerable changes rather than minor adjustments [30][31] Question: How much of Q1 results came from new accounts in precision diagnostics? - The strong performance was driven by both existing clients and new client wins, with ongoing onboarding processes for larger clients [32][34] Question: Expectations for stock buybacks and M&A potential in 2025? - The company is actively deploying capital for stock buybacks and evaluating M&A options to enhance distribution and technology [36][37] Question: Expected penetration rate for FID-one hundred seven and its market potential? - The initial focus is on head and neck cancer, with potential for broader applications post-trial [39] Question: Thoughts on capital deployment for expanding sales and marketing? - Sales and marketing expenses are expected to increase as the company hires new personnel across various divisions [41][42]

ACCO Brands (ACCO) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Christopher McGinnis - Senior Director of Investor RelationsThomas W. Tedford - President and Chief Executive OfficerDeborah A. O'Connor - Executive Vice President And Chief Financial OfficerKevin Steinke - Managing DirectorHale Holden - Managing Director Conference Call Participants Joe Gomes - Senior Research AnalystGreg Burns - AnalystWilliam Reuter - Analyst Operator Hello, everybody, and welcome to the Akro Brands Fi ...

Sun Country Airlines (SNCY) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Chris Allen - Director, IRJude Bricker - CEO & DirectorBill Trousdale - SVP, Interim CFO & Principal Financial and Accounting OfficerDuane Pfennigwerth - Senior MDMichael Linenberg - Managing DirectorTom Fitzgerald - VP - Equity ResearchCatherine O'Brien - Vice PresidentGrant Whitney - SVP & Chief Revenue OfficerJames Kirby - Vice PresidentRyan Capozzi - Senior Associate Conference Call Participants Brandon Oglen ...

fuboTV (FUBO) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Ameet Padte - SVP of FP&A, Corporate Development & Investor RelationsDavid Gandler - Co-Founder, CEO & DirectorJohn Janedis - CFOClark Lampen - Managing DirectorAlicia Reese - SVP - Equity Research Conference Call Participants David Joyce - Senior Equity Analyst - Media SectorLaura Martin - Managing Director, Senior Internet & Media Analyst Operator Hello, and thank you for standing by. My name is Tiffany, and I will be your c ...