RBC Bearings (RBC) Q1 2026 Earnings Call August 01, 2025 11:00 AM ET Company ParticipantsJosh Carroll - Investor RelationsMichael Hartnett - Chairman, President & CEORobert Sullivan - VP & CFOKristine Liwag - Executive DirectorMichael Ciarmoli - MD - Aerospace & Defense Equity ResearchSteve Barger - MD - Equity ResearchScott Deuschle - Director - Aerospace & Defense Equity ResearchPete Skibitski - Director - Aerospace & Defense Equity ResearchJordan Lyonnais - Equity Research AssociateJosh CarrollGood morni ...

RBC Bearings (RBC) Q1 2026 Earnings Call August 01, 2025 11:00 AM ET Speaker0Good morning, and thank you for joining us for RBC Bearings Fiscal First Quarter twenty twenty six Earnings Call. I'm Josh Carroll with the Investor Relations team. And with me on today's call are Doctor. Hartnett, Chairman, President and Chief Executive Officer Daniel Bergeron, Director, Vice President and Chief Operating Officer and Rob Sullivan, Vice President and Chief Financial Officer. As a reminder, some of the statements ma ...

Rogers (ROG) Q2 2025 Earnings Call July 31, 2025 05:00 PM ET Speaker0Good afternoon. My name is Sean Malley, and I will be your conference operator today. At this time, I would like to welcome everyone to the Rogers Corporation Second Quarter twenty twenty five Earnings Conference Call. I will now turn the call over to your host, Mr. Steve Haymore, Senior Director of Investor Relations.Mr. Haymore, you may begin.Speaker1Good afternoon, and welcome to the Rogers Corporation's second quarter twenty twenty fiv ...

Schneider National (SNDR) Q2 2025 Earnings Call July 31, 2025 10:30 AM ET Speaker0Thank you for standing by, and welcome to the Schneider's Second 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. Thank you. I'd now like to turn the call over to Christine McCarthy, Vice President of Investor Relations.You may begin.Speaker1Thank you, operator, and good morning, eve ...

HF Sinclair (DINO) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Speaker0Welcome to H. S. Sinclair Corporation's Second Quarter twenty twenty five Conference Call and Webcast. Hosting the call today is Tim Goh, Chief Executive Officer of H. F.Sinclair. He is joined by Atanasov, Chief Financial Officer Steve Ledbetter, EVP of Commercial Vali Ponta, EVP of Operations and Matt Joyce, SVP of Lubricants and Specialties. At this time, all participants have been placed in a listen only mode and the floor will be ...

VSE (VSEC) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsMichael Perlman - VP - IR & TreasuryJohn Cuomo - President & CEOAdam Cohn - CFOKen Herbert - Managing DirectorSheila Kahyaoglu - Aerospace, Defense & Airlines Equity ResearchNoah Levitz - Equity Research AssociateMichael Ciarmoli - MD - Aerospace & Defense Equity ResearchConference Call ParticipantsJeff Van Sinderen - Senior Research AnalystJosh Sullivan - Equity Research Analyst - Industrial Technology, Aerospace & DefenseOperat ...

ITT (ITT) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Speaker0Welcome to ITT's twenty twenty five Second Quarter Conference Call. Today is Thursday, 07/31/2025. Today's call is being recorded and will be available for replay beginning at twelve p. M. Eastern Time.At this time, all participants have been placed in a listen only mode and the floor will be open for your questions following the presentation. Session. It is now my pleasure to turn the floor over to Mark Macaluso, Vice President, Investor Rel ...

财务数据和关键指标变化 - 2025年第二季度总账单同比增长39%至5亿600万美元，去年同期为3亿5980万美元 [13] - 分销部门账单增长40%至4亿7700万美元，解决方案部门增长19%至2350万美元 [13] - 净销售额增长73%至1亿5930万美元，去年同期为9210万美元 [13] - 毛利润增长42%至2630万美元，毛利率从5.2%提升至5.3% [13] - SG&A费用增长至1640万美元，占账单比例从3.6%降至3.3% [13] - 净利润增长74%至600万美元，摊薄每股收益1.3美元 [13] - 调整后EBITDA增长64%至1140万美元，有效利润率提升600个基点至43.3% [15][16] 各条业务线数据和关键指标变化 - 安全与数据中心业务持续领先增长，其中安全业务表现更强劲 [20] - 前20大供应商中排名10-20位的供应商表现有所变动，部分新进入者表现突出 [22] - 教育业务因收购Douglas Stewart Software(DSS)带来季节性增长 [6][26] 各个市场数据和关键指标变化 - 美国和欧洲市场均实现份额扩张 [6] - 英国和爱尔兰团队与iGel达成独家分销协议 [8][9] - 汇率波动对公司业务产生一定影响，正在探索对冲策略 [37][38] 公司战略和发展方向和行业竞争 - 继续执行"质量优于数量"的供应商合作策略，第二季度评估50家潜在供应商，最终签约4家 [7] - 任命新首席信息官Vishal Pushpa，加强技术创新能力 [10] - 提升Carlos Rodriguez为北美总裁，强化区域领导 [11] - ERP系统全面上线，运营效率提升 [12] - 积极评估北美及海外战略并购机会 [12][17] - 在IT分销行业仍属小型玩家，市场空间巨大，增长潜力显著 [39][40][41] 管理层对经营环境和未来前景的评论 - 未观察到明显经济逆风，IT市场持续活跃 [55] - 供应商资源丰富，VC资金持续流入初创企业 [55] - 失去Citrix业务的影响已被其他产品销售弥补 [56][57] 其他重要信息 - 董事会宣布每股0.17美元的季度股息 [17] - 现金及等价物为2860万美元，循环信贷额度未使用 [17] - DSS收购带来900万美元SG&A费用增加 [13][35] 问答环节所有的提问和回答 关于业务增长驱动因素 - 安全与数据中心是增长最快的领域 [20] - 前20大供应商中部分新进入者表现突出 [22] - 季度业绩受益于部分大订单提前确认 [24][25] 关于DSS收购整合 - DSS已成功整合至ERP系统，团队协作良好 [26][27] - 收购带来明显协同效应 [26] 关于财务指标趋势 - 毛利率5.3%的提升主要来自大订单，预计未来维持在5-5.1%区间 [31][32][33] - SG&A占比3.3%将保持稳定 [35][36] 关于国际市场 - 关税影响有限，汇率波动带来一定挑战 [37] - 通过法律实体和货币对冲管理外汇风险 [38] 关于市场空间和竞争 - 公司规模仍远小于行业巨头，增长空间巨大 [39][40][41] - 独特的高接触、快速上市模式形成差异化优势 [42] 关于并购战略 - 2025年聚焦小型现金收购，重点考虑服务类公司 [47][48] - 2026年后可能考虑更大规模交易 [49] - 估值通常在7-9倍区间，视战略价值调整 [51] 关于经济环境 - 未观察到明显放缓迹象，IT支出保持强劲 [55] - 团队能够灵活调整产品组合应对变化 [57]

Footnote Q2 2025 Earnings Presentation P E T E R J A C K S O N , C E O P E T E B E C K M A N N , C F O J u l y 3 1 , 2 0 2 5 Safe Harbor & Non-GAAP Financial Measures Cautionary Notice Statements in this presentation and the schedules hereto that are not purely historical facts or that necessarily depend upon future events, including statements about forecasted financial performance or other statements about anticipations, beliefs, expectations, hopes, synergies, intentions or strategies for the future, may ...

Non-IFRS Financial Measures H1 2025 PRELIMINARY REVENUES Unaudited figures July 30, 2025 1 Disclaimer 3 The Group's management monitors and evaluates operating and financial performance using several non-IFRS financial measures including: revenues on a constant currency basis (constant currency) and revenues on an organic growth basis (organic or organic growth). The Group's management believes that these non-IFRS financial measures provide useful and relevant information regarding the Group's financial per ...