Key Takeaways CAT's Q2 earnings are projected to fall 18.5% year over year to $4.88 per share on lower revenues.Revenues are expected to drop 2% to $16.35B, hit by weak Resource Industries and declining pricing.Higher input costs and SG&A expenses are forecast to shrink the operating margin to 18% from 22.4%.Caterpillar Inc. (CAT) is anticipated to witness year-over-year declines in the top and bottom lines when it reports second-quarter 2025 results on Aug. 5, before the opening bell.The Zacks Consensus Es ...

An updated edition of the June 18, 2025, article.The global energy transition has gained significant momentum in recent days with industries rapidly adopting renewables like solar and wind. However, the variable nature of these sources has sparked a parallel surge in energy storage demand. Battery systems bridge the gap by storing excess power during peak production and releasing it when generation falls, ensuring grid reliability. This interdependence between scalable storage and clean energy has made both ...

Q2'25 Earnings Forward-looking statements and non-GAAP financial measures This press release contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or our future financial or operating performance and are based on current expectations, estimates, and projections about our industry, management's beliefs, and certain assumptions made by management based on ...

VIRGINIA CITY, Nev., July 31, 2025 (GLOBE NEWSWIRE) -- Comstock Inc. (NYSE: LODE) (“Comstock” and the “Company”) is pleased to announce that the Company’s Executive Chairman & CEO, Corrado De Gasperis, and CFO, Judd Merrill will be providing an overview of recent financial results and current business updates on Thursday, August 14, 2025, at 4:30pm ET. We invite all investors and other interested parties to register for the webinar at the link below. Date: Thursday, August 14, 2025Time: 4:30pm ETRegister: W ...

CMS Energy (CMS) reported $1.84 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 14.4%. EPS of $0.71 for the same period compares to $0.66 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.69 billion, representing a surprise of +8.94%. The company delivered an EPS surprise of +5.97%, with the consensus EPS estimate being $0.67.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

Allegro MicroSystems (ALGM) Q1 2026 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsJalene Hoover - Vice President of IR & Corporate CommunicationsMichael Doogue - Director, President & CEODerek D'Antilio - EVP, CFO & TreasurerVivek Arya - Managing DirectorQuinn Bolton - MD - Equity ResearchChris Caso - Managing DirectorThomas O'Malley - Director - Equity ResearchBlayne Curtis - Managing DirectorVijay Rakesh - Managing DirectorTimothy Arcuri - Managing DirectorJoseph Moore - Managing DirectorJos ...

CGN to purchase eight fuel cells and maintenance services from FuelCell EnergyDANBURY, Conn., July 30, 2025 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) and CGN-Yulchon Generation Co., Ltd. (CGN), a leading Independent Power Producer (IPP) in South Korea, have signed an agreement for the purchase of fuel cells and maintenance services. The agreement with another major generation company underscores FuelCell Energy’s position as a utility-scale electric power producer. Under the terms of the agre ...

文章核心观点 Chart Industries公布2025年第二季度财报，订单和销售增长，部分指标有变化，因拟被Baker Hughes收购撤回2025年指引并取消财报电话会议 [1][15] 各部分总结 二季度亮点 - 2025年二季度订单15亿美元，同比增长28.6%，四个业务板块中三个有同比和环比订单增长，各领域订单表现良好，RSL业务有增长动力且二季度服务订单创新高 [3][4] - 7月订单势头持续，获南非公用事业五年框架协议、2600万美元太空探索订单、1000万美元海洋业务订单，与林德达成空冷器框架协议，RSL和电力订单强劲，商业管道超240亿美元 [5] - 二季度销售10.8亿美元，增长4.0%（排除外汇因素为3.2%），排除2024年二季度一次性紧急服务维修项目影响增长超6.5%，四个板块销售环比一季度均增长，太空探索、氢气和LNG销售同比有显著增长 [6] - 销售毛利率33.6%，同比下降20个基点，主要因2024年二季度RSL业务毛利率高 [7] - 报告营业利润1.695亿美元，调整后为2.281亿美元，调整后营业利润率21.1%，同比下降60个基点；EBITDA为2.451亿美元（占销售22.6%），调整后为2.673亿美元（占销售24.7%），同比增长3.9%；报告摊薄后每股收益1.53美元，调整后为2.59美元，增长18.8% [8] - 自由现金流1.24亿美元，同比增长40.9%，有助于2025年6月30日净杠杆率达2.85 [9][10] 各业务板块二季度表现 - **Cryo Tank Solutions**：订单1.57亿美元，同比下降1.3%，6月是今年以来订单最强月份；销售1.559亿美元，同比下降5.8%，环比一季度增长1.8%；调整后营业利润率18.2%，同比增加700个基点 [11] - **Heat Transfer Systems**：订单2.712亿美元，同比增长0.6%，二季度无大型LNG订单；销售增长24.8%，由LNG销售增长37.6%和数据中心积压订单转化推动；调整后营业利润率25.2%，增长480个基点 [12] - **Specialty Products**：订单6.633亿美元，增长56.5%，多个终端市场订单有显著增加；销售2.929亿美元，增长5.5%，多个领域销售同比增长；调整后营业利润率17.2%，同比下降490个基点，主要因终端市场销售组合不利 [13] - **Repair, Service and Leasing**：订单4.061亿美元，增长30%，各业务线和地区订单均增加；新长期服务和框架协议数量和金额增加，二季度连接到Digital Uptime的资产数量创历史新高；销售3.382亿美元，下降6.2%，因2024年二季度包含约2500万美元紧急服务维修项目；调整后营业利润率34.2%，处于预期范围内，但因2024年二季度紧急现场服务工作利润率高而下降460个基点 [14] 2025年展望 因Baker Hughes拟收购Chart Industries，撤回2025年指引，取消原计划的二季度财报电话会议、网络直播和会议电话 [15] 财务报表数据 - **综合收益表**：展示了2025年和2024年二季度及上半年的销售、成本、利润等多项数据 [22][23] - **综合现金流量表**：呈现了2025年和2024年二季度及上半年经营、投资、融资活动的现金流量情况 [24][25][26] - **综合资产负债表**：列出了2025年6月30日和2024年12月31日的资产、负债和权益状况 [28][29] - **经营分部数据**：提供了各业务板块的销售、毛利、营业利润等数据及相关利润率 [31][32] - **订单和积压订单**：显示了各业务板块二季度的订单和积压订单金额 [34] - **自由现金流计算**：给出了2025年和2024年二季度及上半年持续经营和终止经营业务的自由现金流计算过程 [36] - **收益和每股收益调整**：展示了将持续经营业务的收益和每股收益调整为调整后收益和每股收益的过程 [38][40] - **营业利润调整**：呈现了将各业务板块和合并营业利润调整为调整后营业利润的过程 [46][50] - **EBITDA和调整后EBITDA计算**：给出了从持续经营业务净收入到EBITDA和调整后EBITDA的计算过程 [52]

Key Takeaways PLUG secured a $1.66B DOE loan to build six green hydrogen production facilities in the US.FCEL's $1.26B backlog and new 7.4 MW project in Hartford signal strong demand for its fuel cell tech.PLUG's Project Quantum Leap targets $200M+ in annualized savings to slow its high cash burn rate.Plug Power Inc. (PLUG) and FuelCell Energy, Inc. (FCEL) are both prominent names operating in the fuel cell technology market. As rivals, both companies are engaged in manufacturing innovative fuel cell produc ...

铀行业概况 - 全球向清洁核能转型推动铀需求增长 铀矿公司Centrus Energy和NexGen Energy有望受益 [1] - 铀价近期承压下跌至71美元/磅 年内跌幅达13% 6月底曾因Sprott信托大额采购短暂冲高至79美元/磅 [3] - 长期需求受美国2050年核电产能翻四倍计划及AI数据中心能源需求推动 [4] Centrus Energy核心优势 - 市值41亿美元 主营低浓铀(LEU)分离功组件(SWU)供应 现有年产能350万SWU 可扩至700万SWU [5][6] - 独家持有高丰度低浓铀(HALEU)生产许可 已向美国能源部交付670公斤 合同价值增至1.523亿美元 [6][10] - 2025Q1营收7310万美元同比增67% 其中LEU板块收入5130万美元(量价分别增长49%/46%) [8] - 在手订单38亿美元 合约覆盖至2040年 近三年营收复合增长率22.6% [11] NexGen Energy项目进展 - 市值42亿美元 全资持有Rook I项目 含Arrow矿床(储量2.57亿磅铀 品位3.1%) [12][14] - 项目建成后年产能将达3000万磅 成本处于全球成本曲线最低四分位(13.86加元/磅) [13] - 已签订2029-2033年供应协议 每年向美国公用事业公司交付100万磅铀 [15] - 2025Q1每股亏损0.06美元 目前仍处勘探开发阶段无营收 [16] 财务指标对比 - Centrus 2025年营收预期4.375亿美元(同比降1%) 每股收益预期3.45美元(同比降23%) [18] - NexGen 2025年每股亏损预期0.13美元 2026年预期仍为亏损0.13美元 [19][20] - Centrus市净率19.2倍 负债率68% NexGen市净率5.43倍 负债率28% [23][25] 市场表现 - Centrus股价年内暴涨261.8% NexGen涨幅10.6% [22] - Centrus近60天2025年盈利预期上调7% NexGen同期预期从亏损0.11美元恶化至0.13美元 [21]