Q3 2025 EARNINGS CONFERENCE CALL November 6, 2025 Conference Call Dial-in numbers: (800) 343-5172 (domestic) (203) 518-9856 (international) Conference code: CWQ325 1 Investor Day 2024 SAFE HARBOR STATEMENT Please note that the information provided in this presentation is accurate as of the date of the original presentation. The presentation will remain posted on this website from one to twelve months following the initial presentation, but content will not be updated to reflect new information that may beco ...

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their YTD rally in the third quarter of 2025, with the Russell 3000 Index gaining 8%, bringing the calendar-year returns to over 14%. The portfolio declined and underperformed the Russell 1000 Value Index in the quarter.  In addition, you can check the top 5 holdings of the fund to know its best picks in 2025. In its third-q ...

公司业务与战略 - 公司是技术领域的重要参与者，产品和服务范围多样，业务涵盖数字成像、仪器仪表、航空航天和国防电子等领域 [1] - 公司近期战略举措包括从萨博集团收购TransponderTech，突显其扩大海事技术解决方案的承诺 [1] - 收购TransponderTech（现运营为Teledyne FLIR TransponderTech AB）旨在加强其海事技术产品供应，将与Raymarine和FLIR Marine等现有品牌整合，增强市场影响力 [3] - 公司将以FLIR T品牌名称销售产品，基地位于瑞典林雪平 [3] - 公司与MTU Maintenance的合作进一步巩固了其在航空航天领域的地位，利用其数据交付解决方案提供全面的飞行数据，增强发动机健康监测和预测性维护服务 [5] 股票表现与分析师观点 - 2025年10月31日，董事April Delaney进行了涉及公司股票的出售交易，价值在1,001美元至15,000美元之间，该交易于2025年11月5日披露 [2] - 公司股票当前价格为514.32美元，当日小幅上涨3.12美元或0.61%，当日交易波动区间为低点508.27美元至高点515.08美元 [2] - 分析师给予公司共识评级为“适度买入”，在八家经纪商中，六家建议买入，两家建议持有 [4] - 平均十二个月目标价格约为606美元，其中瑞银集团将目标价上调至630美元，而巴克莱银行则将目标价下调至584美元，反映了不同的分析师观点 [4] 综合摘要 - 公司收购TransponderTech旨在增强其海事技术产品供应 [6] - 公司股票价格小幅上涨，分析师共识评级为“适度买入”，十二个月目标价约606美元 [6] - 公司与MTU Maintenance的合作伙伴关系突显了其在航空航天领域的创新承诺，利用数据增强发动机健康监测 [6]

Mercury Systems (MRCY) reported $225.21 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 10.2%. EPS of $0.26 for the same period compares to $0.04 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $207.02 million, representing a surprise of +8.78%. The company delivered an EPS surprise of +225%, with the consensus EPS estimate being $0.08.While investors scrutinize revenue and earnings changes year-over-year and how they compare wit ...

Mercury Systems (NasdaqGS:MRCY) Q1 2026 Earnings Call November 04, 2025 05:00 PM ET Speaker0Good day, everyone, and welcome to the Mercury Systems first quarter fiscal 2026 conference call. Today's call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to the company's Vice President of Investor Relations, Tyler Hojo. Please go ahead, Mr. Hojo.Speaker1Good afternoon, and thank you for joining us. With me today is our Chairman and Chief Executive Offic ...

业绩总结 - 第一季度预订金额为2.502亿美元，书到账比为1.11[5] - 第一季度收入为2.252亿美元，同比增长10.2%[5] - 第一季度调整后EBITDA为3560万美元，调整后EBITDA利润率为15.8%，同比上升530个基点[5] - 第一季度毛利率为27.9%，同比增加260个基点[8] - 记录的订单积压为14.245亿美元，同比增长6%[11] - 第一季度调整后每股收益为0.26美元，同比增长550%[11] - 预计2026财年收入增长为低个位数，第一季度表现超出预期[10] - 预计2026财年调整后EBITDA利润率接近中位数[10] 现金流与资本结构 - 自由现金流流出为440万美元，同比改善1650万美元，第一季度末现金余额为3.047亿美元[5] - 净营运资本同比减少1.057亿美元，达到约4.58亿美元[9] - 自由现金流在2026财年第一季度为负$4,366千，较2025财年第一季度的负$20,896千改善了79.1%[21] 费用与损失 - 2026财年第一季度净亏损为$12,515千，较2025财年第一季度的$17,525千减少了28.7%[17] - 2026财年第一季度的摊销费用为$10,259千，较2025财年第一季度的$11,235千减少了8.7%[19] - 2026财年第一季度的重组及其他费用为$1,584千，较2025财年第一季度的$2,260千减少了30%[19] - 2026财年第一季度的利息支出为$5,859千，较2025财年第一季度的$8,362千减少了30%[19] - 2026财年第一季度的诉讼和和解费用为$7,224千，较2025财年第一季度的$1,394千增加了418%[19] - 2026财年第一季度的股权激励及其他非现金补偿费用为$16,328千，较2025财年第一季度的$10,560千增加了54.5%[19] 未来展望 - 预计2026财年调整后EBITDA利润率接近中位数[10] - 2026财年第一季度的总收入为$2,182千，较2025财年第一季度的负$14,660千显著改善[21] - 调整后EBITDA在2026财年第一季度为$35,568千，较2025财年第一季度的$21,450千增长了65.8%[19]

公司业绩展望 - 公司上调了2025年利润预期 [1] - 业绩预期上调基于对国防电子和军用无人机需求将持续的预期 [1]

USA | Aerospace & Defense Electronics Equity Research AUSA: Drones, Drones, Drones and Ways to Control and Defeat We attended the Association of the United States Army (AUSA) Convention in Washington DC, meeting with several DoD leaders and touring booths w/ 20 corporates including Anduril, AVAV, AMTM, BAH, CACI, Epirus, ESLT, GD, HON, LDOS, LHX, LMT, MOG.A, MRCY, NOC, Shield AI, TDY, and TXT (company notes begin on page 3). Army Secretary on Change. Army Sec Dan Driscoll's opening remarks critiqued the ser ...

We recently published 10 Stocks With Double-Digit Upsides. Ondas Holdings Inc. (NASDAQ:ONDS) is one of the top performers on Thursday. Ondas Holdings climbed to a fresh record high on Thursday, after ramping up its defense market segment through the purchase of 500 Wasp drones from Norway-based Rift Dynamics to support its US defense market distribution. Placed through its American Robotics subsidiary, Ondas Holdings Inc. (NASDAQ:ONDS) Chairman and CEO Eric Brock said the first 500-unit order only marks ...

ARLINGTON, Va.--(BUSINESS WIRE)--Leonardo DRS, Inc. (Nasdaq: DRS) will now host a conference call on Wednesday, October 29, 2025 beginning at a revised time of 9:30 a.m. (ET) to discuss its third quarter 2025 results. The company plans to issue its quarterly earnings press release prior to the conference call. The live audio broadcast of Leonardo DRS's conference call with corresponding press release and supplemental information will be available on the company's investor relations website. To. ...