Cooper-Standard (CPS) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Good morning, ladies and gentlemen, and welcome to the Cooper Standard Second Quarter twenty twenty five Earnings Conference Call. During the presentation, all participants will be in listen only mode. Following company prepared comments, we will conduct a question and answer session. As a reminder, this conference call is being recorded and the webcast will be available on the Cooper Standard website for replay later today. I w ...

MAUMEE, Ohio, July 31, 2025 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2025 second-quarter financial results on Tuesday, August 5, 2025. A press release will be issued at approximately 7 a.m. EDT, followed by a conference call and webcast at 9 a.m. EDT. Members of the company's senior management team will be available at that time to discuss the results and answer related questions.The conference call can be accessed by telephone from both domestic and international locations using the i ...

Key Takeaways APTV's Q2 EPS rose 34% to $2.12, beating estimates by 18.4%; revenues climbed 3.1% to $5.21B.2025 EPS forecast raised to $7.3-$7.6, revenue outlook lifted to $20B-$20.3B from the prior guidance.Strong gains in Electrical and Engineered segments offset a 3% drop in Advanced Safety revenues.Aptiv PLC (APTV) reported better-than-expected second-quarter 2025 results. Adjusted earnings of $2.12 per share beat the Zacks Consensus Estimate by 18.4% and increased 34.2% year over year. Revenues of $5.2 ...

Q2 2025 Investor Presentation Forward-Looking Statements This presentation may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project ...

Aptiv (APTV) Q2 2025 Earnings Call July 31, 2025 08:00 AM ET Speaker0Day, and welcome to the Aptiv Q2 twenty twenty five Earnings Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Betsy Frank, Vice President, Investor Relations. Please go ahead.Speaker1Thank you, Jess. Good morning, and thank you for joining Aptiv's second quarter twenty twenty five earnings conference call. The press release and related tables, along with the slide presentation, can be fo ...

业绩总结 - 第二季度收入为52亿美元，同比增长3%[4] - 第二季度运营收入为6.28亿美元，同比增长4%[4] - 调整后每股收益为2.12美元，同比增长34%[4] - 第二季度运营现金流为5.1亿美元，较去年同期下降133百万美元[4] - 新业务订单达到54亿美元，主要受电气化、自动化和数字化趋势推动[3] - 电气分配系统（EDS）和工程组件组（ECG）均实现5%的调整后收入增长[22] 未来展望 - 预计2025年全年收入在200亿至203亿之间，调整后收入增长率为2%[37] - 2025年上半年超出指导，受强劲车辆生产的推动[21] - 预计2025年运营现金流约为20亿美元[37] - 2025年第三季度，预计调整后营业收入为5.85亿美元[46] - 2025年第三季度，预计调整后EBITDA为7.80亿美元[48] - 2025年第三季度，预计调整后每股净收入为1.70美元[50] 用户数据 - 2025年第二季度，调整后营业收入为6.28亿美元，同比增长3.6%[42] - 2025年第二季度，调整后EBITDA为8.21亿美元，同比增长4.2%[43] - 2025年第二季度，净收入为3.93亿美元，同比下降58%[44] - 2025年上半年，调整后营业收入为12亿美元，同比增长4.3%[42] - 2025年上半年，调整后EBITDA为15.79亿美元，同比增长4.7%[43] 负面信息 - 2025年第二季度，净收入同比下降58%[44] - 2025年第二季度，利息支出为9100万美元，同比增加42.2%[43]

Announces Increased 2025 GuidanceIncreases Dividend and Share Repurchase AuthorizationSecures New Business Across Portfolio Expected to Support Profitable GrowthAUBURN HILLS, Mich., July 31, 2025 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) today reported second quarter results and updated 2025 guidance.Second Quarter Results and Business Update BorgWarner's (the "Company") U.S. GAAP net sales increased approximately 1.0%, while organic sales were relatively flat, year-over-year compared with second quarter ...

财务表现 - 2025年第二季度GAAP收入达375亿美元，超出分析师预期32%，但同比下滑02% [1][5] - 非GAAP每股收益054美元，低于预期的058美元，同比下滑182% [1][2] - 调整后EBITDA为459亿美元，同比下滑80%，EBITDA利润率降至122%，同比下滑83个百分点 [2][6] - 净利润(GAAP)暴跌975%至50万美元，主要受189亿美元未实现外汇损失影响 [2][6] 业务构成 - 核心业务为汽车及医疗市场的热管理与气动舒适技术，产品包括气候控制座椅、座椅加热器、按摩解决方案等 [3] - 汽车气候与舒适解决方案收入308亿美元，同比增长38%，其中腰部按摩产品增长145%，电子产品增长421% [5] - 医疗业务收入112亿美元，同比下滑38%，占比较小但被视为长期多元化方向 [8][9] 运营亮点 - 获得62亿美元新汽车业务订单，包括福特下一代F系列平台合同及PulsA™按摩技术产品 [7] - 研发投入同比增长32%至226亿美元，销售及行政费用仅增长43% [6] - 毛利率(GAAP)下降18个百分点至239%，受原材料成本、劳动力成本及产品结构影响 [6] 战略方向 - 重点发展ClimateSense®和ComfortScale™等专利技术平台，提升电动车能效与舒适性 [4] - 优化全球制造布局，同时拓展医疗领域技术转化应用 [4][8] - 全年收入指引调整为143-15亿美元，EBITDA利润率目标117%-125%，资本支出下调至55-65亿美元 [10] 行业趋势 - 汽车行业对舒适性及能效解决方案需求持续增长，尤其电动车平台 [4][11] - 亚洲汽车市场疲软及汇率波动构成短期挑战，医疗业务提供长期多元化潜力 [11]

公司业绩展望 - Garrett Motion的盈利前景显著改善，使其成为有吸引力的投资选择 [1] - 近期股价表现强劲，且分析师仍在提高其盈利预期，这种势头可能持续 [1] - 分析师对该公司的盈利前景越来越乐观，推动盈利预期上调，这应反映在其股价中 [2] 盈利预期修订 - 当前季度每股收益预期为0.37美元，同比增长54.2% [5] - 过去30天内Zacks一致预期上调5.71%，有一项预期上调而无负面修订 [5] - 全年每股收益预期为1.41美元，同比增长11.9% [6] - 过去一个月有一项预期上调而无负面修订，一致预期在此期间增长7.63% [6][7] Zacks评级 - Garrett Motion获得Zacks Rank 1(强力买入)评级 [8] - Zacks Rank 1股票自2008年以来平均年回报率为+25% [3] - 研究显示Zacks Rank 1和2股票显著跑赢标普500指数 [8] 股价表现 - 过去四周股价上涨24.6%，表明投资者看好其盈利预期修订 [9] - 分析师一致上调盈利预期导致下季度和全年共识预期显著改善 [3]

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...