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Jim Cramer on Carrier: “Their Commercial Business is on Fire”
Yahoo Finance· 2025-10-31 10:30
Carrier Global Corporation (NYSE:CARR) is one of the stocks Jim Cramer recently talked about. During the episode, Cramer highlighted that he likes the company. He stated: “Speaking of housing, Carrier Global, a company I really like, reported this morning. While the heating, ventilation, air conditioning company delivered in-line sales with a solid earnings beat, and by the way, they have a good data center business, there was some surprising softness in its residential business… Now, their commercial bus ...
SPX(SPXC) - 2025 Q3 - Earnings Call Presentation
2025-10-31 04:45
业绩总结 - 2025年第三季度调整后的EBITDA中点为5.05亿美元,同比增长20%[10] - 2025年第三季度收入为4.84亿美元,同比增长23%[13] - 调整后的每股收益(EPS)为1.84美元,同比增长32%[25] - 2025年第三季度的合并部门收入为1.14亿美元,同比增长22.6%[32] - HVAC部门2025年第三季度收入为3.35亿美元,同比增长15.5%[36] - 检测与测量部门2025年第三季度收入为1.48亿美元,同比增长38.4%[42] - 2025年第三季度的总债务为5.02亿美元,较2025年第二季度的10.19亿美元大幅下降[47] - 2025年第三季度的自由现金流为9640万美元,调整后的自由现金流为9080万美元,调整后的自由现金流转化率为101%[85] 用户数据 - 2025财年第一季度合并部门收入为110.5百万美元,第二季度为135.8百万美元,第三季度为146.1百万美元,年初至今总计392.4百万美元[64] - 2025财年HVAC部门第一季度收入为323.0百万美元,第二季度为376.7百万美元,第三季度为387.4百万美元,年初至今总计1,087.1百万美元[65] - 2025财年检测与测量部门第一季度收入为159.6百万美元,第二季度为175.7百万美元,第三季度为205.4百万美元,年初至今总计540.7百万美元[65] 未来展望 - 2025年总收入指导范围为22.25亿至22.75亿美元[52] - 2025年调整后的EPS指导范围为6.65至6.80美元,同比增长21%[52] 新产品和新技术研发 - 2025年第三季度,来自持续经营的经营现金流为1.068亿美元[85] - 2025年第三季度,剔除外汇影响后的有机收入增长为14.3%[80] - 2025年第三季度,剔除收购影响后的有机收入增长为8.2%[80] 资本结构与融资 - 通过股权融资和信贷设施再融资,筹集超过10亿美元的额外资本[12] - 2025年第三季度,资本支出为1040万美元[85] 负面信息 - 2025年第三季度,收购和整合相关成本为810万美元,长期激励补偿费用为70万美元[81] - 2025年第三季度,税务调整影响为920万美元[81] 其他新策略 - 2025年第三季度的调整后营业收入为130.5百万美元,占收入的22.0%[75] - 2025年第三季度的调整后的净收入为8980万美元,较持续经营收入6310万美元增加[81]
SPX Reports Third Quarter 2025 Results
Globenewswire· 2025-10-31 04:05
Raises Full-year GuidanceCHARLOTTE, N.C., Oct. 30, 2025 (GLOBE NEWSWIRE) -- SPX Technologies, Inc. (NYSE:SPXC) (“SPX”, the “Company”, “we” or “our”) today reported results for the third quarter ended September 27, 2025. Third Quarter Highlights (amounts presented for continuing operations; all comparisons against the third quarter of 2024, unless otherwise noted) Revenue of $592.8 million, up 22.6%GAAP income from continuing operations of $63.1 million, up 24.0%GAAP EPS of $1.29, up 19.4%Adjusted EPS* of $1 ...
Final Trades: Cisco, Quanta Services and Trane Technologies
Youtube· 2025-10-31 01:36
We are back on halftime with final trades. Jim, you're up first. >> Cisco Systems, many fundamental things going right at the company, but the shares, they just have great momentum.>> Oh, that's it. Steph, you're up. >> Quatis services had a very good earnings report.They grew revenue 17.5%, organic growth of 10% and electric backlog is up 15% sequentially. So, electrification theme is still alive and well. >> All right, Joe T, you got the last word.Steph, you know the industrial train technologies. >> I ce ...
Trane Technologies(TT) - 2025 Q3 - Earnings Call Transcript
2025-10-30 23:02
Trane Technologies (NYSE:TT) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsSteve Tusa - Managing DirectorChris Kuehn - EVP and CFONigel Coe - Managing DirectorAndy Kaplowitz - Managing DirectorZac Nagle - VP of Investor RelationsAndrew Obin - Managing Director of Equity ResearchScott Davis - Chairman and CEOChris Snyder - Executive DirectorJoe Ritchie - Managing DirectorDave Regnery - Chair and CEOJeff Sprig - Founder and Managing PartnerConference Call ParticipantsAmit Mehrotra - M ...
Trane Technologies(TT) - 2025 Q3 - Earnings Call Presentation
2025-10-30 22:00
Third-Quarter 2025 Results 1 2 3 4 Maximize Value As Continue With Strong business operating system and performance culture Uplifting culture – integrity, ingenuity, community & engagement Powerful cash flow Win Through Sustainable Innovation Grow Margins and Cash Via Execution Excellence Focused Climate Co. Dynamic Capital Allocation Strong Foundation 3 This presentation includes "forward-looking" statements within the meaning of securities laws, which are statements that are not historical facts, includin ...
Modine Manufacturing pany(MOD) - 2026 Q2 - Earnings Call Transcript
2025-10-30 00:00
Modine Manufacturing Company (NYSE:MOD) Q2 2026 Earnings Call October 29, 2025 11:00 AM ET Speaker4Good morning, ladies and gentlemen, and welcome to Modine's second quarter fiscal 2026 earnings conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question and answer session, and instructions will follow at that time. If anyone should require assistance during the conference, please press star, then zero on your telephone keypad. As a reminder, this conference ...
Best Momentum Stock to Buy for Oct. 29th
ZACKS· 2025-10-29 23:01
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Oct. 29th:Comfort Systems USA (FIX) : This company, which is a national provider of comprehensive heating, ventilation and air conditioning installation, maintenance, repair and replacement services, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.8% over the last 60 days. ...
AAON Announces Third Quarter 2025 Conference Call And Webcast
Prnewswire· 2025-10-29 19:00
Accessibility StatementSkip Navigation TULSA, Okla., Oct. 29, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performing, energy-efficient HVAC solutions that brings long-term value to customers and owners, announces that it has scheduled its quarterly conference call and webcast for Thursday, November 6, 2025, at 9:00 a.m. EST to discuss third quarter 2025 financial results. The results will be released earlier that morning. The conference call will be accessible ...
TT Gears Up to Report Q3 Earnings: Here's What You Should Know
ZACKS· 2025-10-29 01:31
特灵科技2025年第三季度业绩预期 - 公司预计于2025年10月30日盘前公布第三季度财报 [1] - 第三季度每股收益预期为3.80美元,同比增长12.76% [1] - 第三季度营收预期为57.6亿美元,同比增长5.9% [1] 历史业绩表现 - 公司在过去四个季度均实现盈利超预期,平均超出幅度为5.4% [2] 分区域业绩驱动因素 - 美洲商用暖通空调领域对创新产品与服务的强劲需求预计将推动营收增长 [3] - 美洲地区营收预计跃升7.3%至48亿美元 [3] - 欧洲、中东和非洲地区营收预计为7.519亿美元,同比增长12.6% [3] 盈利预测模型 - 公司盈利ESP为-0.46%,Zacks评级为4级 [5] - 盈利预测模型未预示公司本报告周期将出现盈利惊喜 [5] 同业可比公司表现 - AppLovin第三季度营收预期为13.4亿美元,同比增长11.9% [6] - AppLovin每股收益预期为2.37美元,同比激增89.6% [6] - AppLovin盈利ESP为+1.74%,Zacks评级为2级 [6] - Verisk Analytics第三季度营收预期为7.747亿美元,同比增长6.8% [7] - Verisk Analytics每股收益预期为1.69美元,同比增长1.2% [7] - Verisk Analytics盈利ESP为+4.25%,Zacks评级为3级 [9]