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Mattr Corp (MTTRF) Q2 2025 Earnings Call Highlights: Record Revenue Growth Amid Tariff Challenges
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A: Mike Reeves expressed satisfaction with the AmerCable acquisition, noting that integration is nearly complete. The combination of AmerCable and Shawflex is gaining traction, with a backlog of opportunities exceeding $10 million. The team is successfully securing new orders, particularly in the data center sector. Q: Can you discuss the performance of DSG-Canusa, especially in the automotive and industrial sectors? A: Mike Reeves highlighted DSG-Canusa's strong performance despite market uncertainties. The automotive sector, particularly in North America, has been impacted by tariffs, but DSG-Canusa has captured market share by focusing on technology evolution. The industrial sector is growing through new technology introductions and sales force management. Q: What is the current status of Xerxes' backlog, particularly in the fuel and stormwater markets? A: Mike Reeves reported strong demand in both markets, with fuel station construction expected to grow by 10% in 2025 and 15% in 2026. Xerxes set a new revenue record in Q2, and the backlog extends well into the first half of 2026. The company is focused on improving production output and efficiency to meet demand. Q: How are you managing pricing in the wire and cable business amid copper price fluctuations? A: Mike Reeves explained that Mattr uses both fixed and variable pricing strategies. The company has pre-purchased copper for fixed-price contracts to limit exposure. For variable contracts, recent copper price declines will be factored into customer pricing, and any tariff-related cost increases will be shared with customers. Q: Can you comment on the competitiveness of Flexpipe's larger diameter products in international markets? A: Mike Reeves noted that while international oilfield markets have been quieter, Flexpipe's larger diameter products are competitive in the segments they serve. The company has not lost significant tenders but has seen fewer tenders due to market conditions. New product introductions are expected to enhance competitiveness. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
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Birchtech Corp (BCHT) Q2 2025 Earnings Call Highlights: Strategic Expansion Amidst Legal Wins ...
Release Date: August 14, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Birchtech Corp (BCHT) reported healthy revenues of $3.3 million from its air business with a strong gross margin of 29.8%. The company has successfully defended its patents, securing significant settlements, including a $57 million jury award, with a final judgment of $160 million pending. Birchtech Corp (BCHT) is expanding into the water purification market, leveraging its expertise in activated carbon technologies to address critical environmental issues. The company has launched two new testing laboratories to support its water business, aiming to provide affordable solutions for water utilities. Birchtech Corp (BCHT) expects to grow its air business revenue to at least $18 million in 2025, with a potential annual run rate of $40 million by the end of 2026. Negative Points Revenues decreased slightly from $3.4 million in the same quarter last year, primarily due to unexpected customer outages and product mix. Gross profit decreased by 8.7% to $1 million, attributed to decreased revenues in the second quarter. The company reported a net loss of $1.5 million for the second quarter of 2025, although this was an improvement from the previous year's loss. Birchtech Corp (BCHT) faces ongoing legal proceedings related to patent infringement, which could impact financial outcomes. The water business is still in the early stages, with commercial availability expected in 2026, indicating a longer timeline before significant revenue generation. Q & A Highlights Warning! GuruFocus has detected 4 Warning Signs with BCHT. Q: How does the change in the MATS regulations affect your business? A: Richard McPherson, CEO: The delay in implementing new regulations means that several plants, including our clients, will remain operational instead of closing. This improves the outlook for about 47 different power plant operators, enhancing the duration and potential revenue of our air business. Q: What is the growth potential for your current customer base and market share? A: Richard McPherson, CEO: We expect a reasonable estimate of growth potential from current legal proceedings. Beyond this, additional opportunities are limited, but successful legal outcomes could generate significant additional revenue. Q: Can you elaborate on the water business ramp-up and its commercial availability? A: Richard McPherson, CEO: We are engaged with water utilities, testing and providing services to meet new regulations. We expect to generate real water revenues this year and aim to be a key operator in the water business by the end of 2026. Q: Are there new EPA regulations being developed, or are they enforcing existing ones? A: Richard McPherson, CEO: The EPA is ensuring regulations are affordable and attainable. Our approach involves creating effective, affordable water purification solutions, focusing on broader reach and appeal for both major cities and small communities. Q: What are your plans for the company's growth and exchange listing? A: Richard McPherson, CEO: We are on track to join a major US exchange in late 2025, following significant growth announcements. We aim to expand both our air and water businesses, creating sustainable long-term value for shareholders. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
