Methode Electronics (MEI) 2025 Conference August 12, 2025 12:40 PM ET Speaker0Once again, I'm Ryan Brinkman at JPMorgan and The U. S. Automotive Equity Research Analyst here. Thanks for joining us for the next presentation. We have John DeGaener, Methode Electronics, relatively new President and Chief Executive Officer and Rob Jerry, their Vice President of Investor Relations.I'm going to turn it over to John for some remarks, and then we'll engage in a fireside chat. Thank you. Great.Speaker1Thanks, Ryan, ...

业绩总结 - FY25销售额为10.5亿美元，调整后EBITDA为4300万美元[30] - FY25第四季度自由现金流为2600万美元，为FY23以来的最高水平[37] - FY26 EBITDA指导范围为7000万至8000万美元，尽管销售额预计减少约1亿美元[30] - FY26销售额指导范围为9亿至10亿美元，FY25为53周财年，FY26为52周财年[36] - FY25毛利率同比提高100个基点[26] - FY24实际销售额为11.15亿美元，FY25实际销售额为10.48亿美元，FY26指导中点为12.72亿美元[45] 用户数据与市场动态 - FY25公司获得超过10亿美元的年度销售合同[30] - FY25电力产品销售额超过8000万美元，预计FY26将保持相似或更高的销售水平[37] - 软电动车市场正在重置前景，客户多样性改善[46] - 新的项目组合改善了客户多样性[46] 未来展望 - FY26预计下半年业绩将高于上半年[36] - FY24的有机增长预计将保持“平稳”[45] 新产品与技术研发 - 包括数据中心和GM、梅赛德斯及SAIC-GM的项目启动[45] 财务状况 - FY25第四季度债务和净债务较FY25第三季度减少1000万美元[30] - FY25公司在所有信贷设施契约中合规[30] 负面信息 - Stellantis项目的两年总额从2.09亿美元降至600万美元[45] - GM T1项目的滚动下滑影响FY25和FY26的销售[45] - FY25 Q1的Stellantis项目减少了209百万美元的预期[45] - FY25 Q4的Stellantis项目减少了54百万美元的预期[45] - FY24的其他项目滚动下滑影响了950万美元的销售[45]

Magna International (MGA) 2025 Conference August 12, 2025 11:05 AM ET Company ParticipantsPatrick McCann - EVP & CFOLouis Tonelli - VP - IRConference Call ParticipantsRyan Brinkman - Lead Automotive Equity Research AnalystNone - AnalystRyan BrinkmanOkay. So once again, I'm Ryan Brinkman, the U. Automotive equity research analyst at JPMorgan. I'm very excited to get going now with our next presentation, which is from Magna International, by some accounts, the third or fourth or fifth largest auto parts suppl ...

American Axle & Manufacturing (AXL) 2025 Conference August 12, 2025 10:20 AM ET Speaker0Okay. We're going to get going with the next presentation. Once again, I'm Ryan Brinkman, U. S. Automotive Equity Research Analyst at JPMorgan.Very excited to have with us Chris May, Executive Vice President and Chief Financial Officer of American Axle and Manufacturing and David Lim, Head of Investor Relations. I think Chris has got a few minutes of prepared remarks, a slide or two, and then we'll engage in a fireside c ...