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Gentex Corporation (GNTX) Presents at 49th Annual Automotive Symposium Transcript
Seeking Alpha· 2025-11-04 04:56
PresentationBrian SponheimerGabelli Funds, LLC All right. Well, thank you all for being here. I think it's time to start with our company presentations. We are delighted to have Gentex Corporation and Steve Downing here. Steve is the company's President and CEO. It's very unique to have a company that has over an 85% to 89% market share of what they do, and that's exactly who Gentex is and what they are. They are a designer manufacturer of electrochromic mirrors and vision systems along with the multiple de ...
Lear Analysts Increase Their Forecasts After Upbeat Results - Lear (NYSE:LEA)
Benzinga· 2025-11-04 03:58
Lear Corporation (NYSE:LEA) reported upbeat earnings for the third quarter on Friday.The company posted quarterly earnings of $2.79 per share which beat the analyst consensus estimate of $2.73 per share. The company reported quarterly sales of $5.680 billion which beat the analyst consensus estimate of $5.600 billion.Lear raised its FY2025 sales guidance from $22.470 billion-$23.070 billion to $22.850 billion-$23.150 billion.“Lear continued its solid momentum in the third quarter, delivering one of the high ...
Lear Analysts Increase Their Forecasts After Upbeat Results
Benzinga· 2025-11-04 03:58
Lear Corporation (NYSE:LEA) reported upbeat earnings for the third quarter on Friday.The company posted quarterly earnings of $2.79 per share which beat the analyst consensus estimate of $2.73 per share. The company reported quarterly sales of $5.680 billion which beat the analyst consensus estimate of $5.600 billion.Lear raised its FY2025 sales guidance from $22.470 billion-$23.070 billion to $22.850 billion-$23.150 billion.“Lear continued its solid momentum in the third quarter, delivering one of the high ...
Strattec Security (NasdaqGM:STRT) FY Earnings Call Presentation
2025-11-04 03:20
业绩总结 - TTM Q1 FY26的收入为578.4百万美元,较FY2025年增长了2.0%[14] - Q1 FY26的净销售额为139.1百万美元,同比增长9.6%[35] - Q1 FY26的毛利率同比扩大370个基点,达到15.0%[44] - Q1 FY26的净收入为8.5百万美元,同比增长130%[49] - Q1 FY26的调整后EBITDA为15.6百万美元,调整后EBITDA利润率为10.2%[53] - 财年2025第一季度净销售额为139,052千美元,第二季度为129,919千美元,第三季度为144,082千美元,第四季度为152,013千美元,总计为565,066千美元[71] - 财年2026第一季度净销售额为152,399千美元,第二季度为152,399千美元[71] - 财年2025第一季度调整后EBITDA为9,928千美元,第二季度为7,970千美元,第三季度为12,873千美元,第四季度为12,987千美元,总计为43,758千美元[71] - 财年2025调整后EBITDA占净销售额的比例为17.1%,第二季度为16.1%,第三季度为18.9%,第四季度为18.5%[71] - 财年2025第一季度归属于Strattec的净收入为3,703千美元,第二季度为1,319千美元,第三季度为5,396千美元,第四季度为8,267千美元,总计为18,685千美元[72] - 财年2026第一季度归属于Strattec的净收入为8,529千美元[72] - 财年2025的调整后净收入为21,943千美元[72] - 财年2025的加权平均基本流通股数为4,030千股,稀释后流通股数为4,076千股[72] 现金流与负债 - 现金及现金等价物从2025年6月29日的84.6百万美元增加至2025年9月28日的90.5百万美元[58] - 总债务从2025年6月29日的8.0百万美元减少至2025年9月28日的5.0百万美元[58] 未来展望与策略 - 公司预计Q2 FY26的收入将受到供应链影响,毛利率面临行业干扰的压力[28] - FY2025年公司通过定价措施、生产量增加和重组节省实现了毛利的改善[46] - FY2025年公司在重组中节省了130万美元,帮助提高了效率并抵消了成本通胀[46] 每股收益 - 财年2025第一季度调整后每股收益为1.16美元,第二季度为0.65美元,第三季度为1.50美元,第四季度为2.06美元,总计为5.38美元[72] - 财年2026第一季度调整后每股收益为2.22美元[72]
Japan’s Aisin Automotive inks 95-year industrial lease for 9 lakh sq ft in Maharashtra
The Economic Times· 2025-11-04 01:50
Aisin Automotive India, part of Japan’s Aisin Corporation, is a tier-1 supplier of drivetrain, brake, and chassis systems to major global automakers. The company has picked up the space at Inspira City from realty developer Inspira Realty.This Aisin Automotive transaction marks Inspira City’s second-largest lease and its second Japanese client, following NHK Springs Co. With this deal, total leasing at the park this year has crossed 3 million sq ft.“The entire industrial park spans 232 acres and has alread ...
菲仕技术由董事长任文杰32岁时创立,与妻子胡瑾合计控股49.5%
搜狐财经· 2025-11-03 22:39
| 纂]的[编纂]數目 : | [编纂]股H股(視乎[編纂] | | --- | --- | | | 行使與否而定) | | [編纂]數目 | [编纂]股H股(可予[編纂]) | | [編纂]數目 : | [編纂]股H股(可予[編纂]及 | | | 視乎[編纂]行使與否而定) | | 最高[編纂] : | 每股H股[编纂],另加1.0%經紀 | | | 佣金 · 0.0027%證監會交易徵費 · | | | 0.00015%會財局交易徵費及 | | | 0.00565%聯交所交易賽(須於申請時 | | | 以港元繳足,多繳股款可予退還) | | ... 直值 | 每股H股人民幣[1.00]元 | | | 截至最後實際可行日期 | | | 【编纂]購股權計劃項下的購股權未獲行使) | | | --- | --- | --- | --- | --- | --- | | | 持有的未上市 | 概約所有權 | 持有的未上市 | | 概約所有權 | | 股票 | 股份數目 | 百分比 | 股份數目 | 持有的H 股數目 | 直分比 | | 任文傑先生 | 35.282.269 | 22.17% | [贈臺] | [岩覆 ...
China Automotive Systems Signs Strategic Cooperation MoU With KYB-UMW to Advance High-End Manufacturing in Malaysia and Further Develop ASEAN Market
Prnewswire· 2025-11-03 19:00
Accessibility StatementSkip Navigation WUHAN, China, Nov. 3, 2025 /PRNewswire/ -- China Automotive Systems, Inc. (NASDAQ: CAAS) ("CAAS" or the "Company"), a leading power steering components and systems supplier in China, today announced that its subsidiary, Hubei Henglong Automotive Systems Group Co., Ltd. ("Hubei Henglong"), has signed a strategic cooperation memorandum of understanding ("MoU" ) with KYB-UMW Sdn Bhd in Malaysia. KYB-UMW is a well-known local supplier of automotive chassis systems. It is ...
Cooper-Standard (CPS) Q3 2025 Earnings Transcript
Yahoo Finance· 2025-11-02 06:42
So despite some of the market headwinds that we've been seeing, we continue to drive profitable growth and margin expansion through the execution of our plans and strategies. Finally, we're continuing to leverage world-class service, technical capabilities, and our award-winning innovations to win new business. During 2025, we received $96 million in net new business awards, which are expected to drive profitable growth as they launch over the next few years. That brings our total net new business awards fo ...
NN, Inc. Executive Management to Present at the Gabelli Funds 49th Annual Automotive Symposium
Globenewswire· 2025-11-01 04:15
CHARLOTTE, N.C., Oct. 31, 2025 (GLOBE NEWSWIRE) -- NN, Inc. (NASDAQ: NNBR), a global diversified industrial company that engineers and manufactures high-precision components and assemblies, announced today that Harold Bevis, President and Chief Executive Officer will be presenting at the Gabelli Funds 49th Annual Automotive Symposium on November 3, 2025 in Las Vegas. The presentation will begin at 4:30 p.m. PT (7:30 p.m. ET) on Monday, November 3, 2024. Investors interested in accessing the Company’s presen ...
Cooper Standard(CPS) - 2025 Q3 - Earnings Call Transcript
2025-10-31 22:00
Cooper-Standard (NYSE:CPS) Q3 2025 Earnings Call October 31, 2025 09:00 AM ET Speaker2Good morning, ladies and gentlemen, and welcome to the Cooper-Standard Holdings Inc. third quarter 2025 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. At that time, if you have a question, you will need to press star, then one on your telephone keypad. To withdraw your question, please press ...