Woodward (WWD) Q3 2025 Earnings Call July 28, 2025 05:00 PM ET Company ParticipantsDaniel Provaznik - Director of Investor RelationsCharles Blankenship - CEO & ChairmanWilliam Lacey - EVP & CFODavid Strauss - MD, Equity Research - Aerospace & DefenseScott Deuschle - Director - Aerospace & Defense Equity ResearchScott Mikus - Vice President - Equity ResearchGavin Parsons - Director - Aerospace & Defense Equity ResearchLouis Raffetto - SVP - Equity ResearchMichael Ciarmoli - Managing Director - Aerospace & De ...

SAN DIEGO, July 28, 2025 /PRNewswire/ -- San Diego Gas & Electric (SDGE) announced today that it has been honored with two 2025 Chartwell Best Practices Awards: the Gold Award for Excellence in Outage Operations and the Silver Award for Excellence in Outage Communications. The awards recognize SDGE's leadership in safeguarding communities during extreme weather events and advancing innovative technologies to help reduce wildfire risks and power outages. SDGE employees coordinate closely during a trainin ...

The LOI reflects continued demand for ScanTech AI’s advanced screening technology and marks a key step toward 2025 revenue growth and broader market adoptionAtlanta, GA, July 28, 2025 (GLOBE NEWSWIRE) -- ScanTech AI Systems Inc. (the "Company" or "ScanTech AI") (Nasdaq: STAI), a leading innovator in advanced security screening technologies, today announced that it has entered into a non-binding Letter of Intent (“LOI”) with Visiontec Systems Ltd. (“Visiontec”) for the planned purchase of additional SENTINEL ...

Core Laboratories (CLB 2.47%), a specialist in reservoir optimization and production enhancement services for the oil and gas industry, reported its second quarter 2025 earnings on July 23, 2025. GAAP revenue of $130.2 million for Q2 2025 outpaced analyst expectations of $129.1 million, and adjusted EPS of $0.19 matched consensus estimates. Compared to the same quarter last year, revenue was essentially unchanged. The quarter showed incremental operational progress, with sequential improvements in internati ...

Key Takeaways MBLY posted Q2 EPS of 13 cents, beating estimates and up from 9 cents a year earlier.Revenues rose 15.26% to $506M, driven by EyeQ volumes and demand for SuperVision systems.FY25 revenue and adjusted operating income guidance were raised following Q2 results.Mobileye Global Inc. (MBLY) reported second-quarter 2025 adjusted earnings per share of 13 cents, which beat the Zacks Consensus Estimate of 11 cents. The company reported earnings per share of 9 cents in the year-ago quarter.Total revenue ...

Key Takeaways The consensus mark for AMSC's Q1 revenues and EPS indicates a YoY increase of 61.7% and 50%, respectively.The NWL acquisition and increased demand in the Grid and Wind segments may have driven quarterly growth.Revenues from the Grid and Wind segments are estimated to soar 71.9% and 20%, respectively, YoY.American Superconductor Corporation (AMSC) is set to report its first-quarter fiscal 2025 results on July 30.The company expects revenues in the band of $64-$68 million for the first quarter. ...

Key Takeaways ISRG gross margin dropped 210bps YoY to 67.9% due to da Vinci 5, Ion, and depreciation costs.Tariffs cut ISRG's Q2 margin by 60bps, with a projected full-year drag of 100bps on gross margin.ISRG management expects long-term margin recovery from scale, volume growth and service maturity.Intuitive Surgical (ISRG) reported a second-quarter 2025 gross margin of 67.9%, down from 70% in the prior-year period. While the company's top-line performance was solid, the margin compression highlights struc ...

合同与订单 - 公司获得空客防务与航天公司价值约2.6亿美元的合同，为德国空军A400M运输机提供J-MUSIC™定向红外对抗系统(DIRCM) [1] - 合同执行期为6年，采购决定由德国联邦国防军装备、信息技术与使用办公室(BAAINBw)作出 [1] 产品与技术 - J-MUSIC™ DIRCM系统属于公司MUSIC™系列机载自卫解决方案，专门防御红外制导导弹威胁，特别是便携式防空系统(MANPADS)发射的导弹 [2] - 系统结合先进激光技术与高性能成像系统，可实时检测、跟踪并干扰来袭导弹威胁，提供自主保护无需机组干预 [2] - 系统采用模块化和可扩展架构，能与多种飞机平台和导弹预警系统集成，紧凑设计对飞机性能和有效载荷影响最小 [2] 市场与客户 - 公司的DIRCM解决方案已部署在全球多种军用和商用飞机上，客户包括以色列、德国、荷兰、意大利和巴西等国的政府、空军和国防部门 [3] - 系统被多家领先飞机制造商(OEM)选为首选DIRCM解决方案，用于新平台和改装平台 [3] 公司战略与定位 - 该合同进一步巩固了公司作为全球领先DIRCM解决方案提供商的地位 [4] - 公司强调与空客防务与航天公司的成功合作，其先进自卫系统将提升德国A400M机队的安全性和战备状态 [4] 公司概况 - 公司是全球领先的国防科技企业，为更安全的世界提供先进解决方案，开发、制造、集成和维护跨多个领域的下一代解决方案 [5] - 公司利用以色列技术生态系统，通过敏捷协作文化帮助客户应对快速演变的战场挑战和威胁 [5] - 公司在五大洲数十个国家雇佣约2万名员工 [6] - 截至2025年3月31日的三个月，公司营收19亿美元，订单积压231亿美元 [6]

公司概况 - Baker Hughes是一家能源和油田服务提供商 其业绩和股价对石油和天然气价格敏感 [2] - 公司正转型为技术驱动的工业参与者 重点发展数字基础设施、工业AI和流程优化能力 [3][9] - 股票代码BKR当前股价46 05美元 年初至今上涨6 8% 二季报后单日涨幅达9 5% [6] 财务表现 - 第二季度营收68亿美元 运营利润率提升130个基点 [8] - 工业与能源技术(IET)部门营收28亿美元 同比增长13% [13] - 远期市盈率16 8倍 略高于历史均值但低于行业平均水平 [16] 战略转型 - 业务重心从传统泵管设备转向传感器、软件、AI诊断和模块化能源系统 [9] - 数字孪生技术可用于涡轮诊断 未来或应用于航空航天系统仿真 [14] - AI状态监测系统从管道/LNG终端延伸至无人机群维护领域 [14] 市场机遇 - 美国2025财年国防预算超9000亿美元 重点投向无人系统、能源韧性和数字战领域 [4][5] - 模块化电气化系统可支持战场移动能源中心 契合国防部对技术型工业伙伴的需求 [10][14] - 数字化解决方案订单持续增长 首席执行官强调电气化/自动化/资产管理工具需求强劲 [13] 股东回报 - 公司批准30亿美元股票回购授权 [16] - 股息收益率2 4% 处于中等水平 [16] 技术指标 - 股价突破上升三角形阻力位 50日均线上方运行 [11] - MACD指标显示看涨反转信号 [11] - 当前RSI超过80 存在短期回调可能 [15]

The stock has a long history of making long-term shareholders very wealthy.Intuitive Surgical (ISRG 1.46%) is one of the best success stories you'll find in the healthcare sector. The company has helped patients worldwide as a pioneer in robotic-assisted surgery, and its business success has driven the stock to returns of over 25,000% since its initial public offering (IPO) in 2000.The company's flagship da Vinci system remains its crown jewel today and continues to drive profitable growth from an increasin ...