logo
Kimball Electronics, Inc. Announces Date For Reporting Fourth Quarter and Fiscal Year 2025 Financial Results

Kimball Electronics, Inc. Announces Date For Reporting Fourth Quarter and Fiscal Year 2025 Financial Results

Globe and Mail6 days ago
Kimball Electronics, Inc. (Nasdaq: KE) today announced that it will report fourth quarter and fiscal year 2025 financial results on Wednesday, August 13, 2025, after the closing of the market. The company will host a conference call and live webcast to review the results on Thursday, August 14, 2025, at 10:00 a.m. Eastern Time.
The telephone number to access the conference call is 877-407-8293 / +1 201-689-8349.
A live webcast of the conference call can be accessed at investors.kimballelectronics.com. For those unable to participate in the live webcast, a replay will be archived at investors.kimballelectronics.com.
About Kimball Electronics, Inc.
Kimball Electronics is a global, multifaceted manufacturer offering Electronics Manufacturing Services (EMS) and Contract Manufacturing Organization (CMO) solutions to customers around the world. From our operations in the United States, China, Mexico, Poland, Romania, and Thailand, our teams are proud to provide manufacturing services for a variety of industries. Recognized for a reputation of excellence, we are committed to a high-performance culture that values personal and organizational commitment to quality, reliability, value, speed, and ethical behavior. Kimball Electronics, Inc. (Nasdaq: KE) is headquartered in Jasper, Indiana.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

DaVita Stock Down Despite Q2 Earnings Beat, Gross Margin Expands
DaVita Stock Down Despite Q2 Earnings Beat, Gross Margin Expands

Globe and Mail

time42 minutes ago

  • Globe and Mail

DaVita Stock Down Despite Q2 Earnings Beat, Gross Margin Expands

DaVita Inc. DVA delivered adjusted earnings per share (EPS) of $2.95 in the second quarter of 2025, up 13.9% year over year. The figure surpassed the Zacks Consensus Estimate by 9.3%. GAAP EPS for the quarter was $2.58, reflecting an uptick of 3.2% year over year. DaVita's Revenues in Detail Revenues of $3.38 billion in the second quarter increased 6.1% year over year. The figure topped the Zacks Consensus Estimate by 1.3%. Revenue per treatment in the second quarter of 2025 was $404.6 million, up 3.7% year over year and 1.1% sequentially. Per management, this was primarily driven by normal seasonal improvements, including patients meeting their co-insurance and deductibles. This was partially offset by decreased volume of phosphate binders. Shares of this company plunged nearly 10.1% till last trading. DVA's Segment Details DaVita generates revenues via two sources — Dialysis patient service revenues and Other revenues. The dialysis patient service revenues were $3.21 billion, up 4.8% year over year. Other revenues were $172.7 million, up 37.4% from the year-ago quarter's figure. Per management, the total U.S. dialysis treatments for the second quarter were 7,186,217 or 92,131 per day, on average. This represents a per-day increase of 0.4% on a sequential basis. Normalized non-acquired treatment declined 0.8% year over year in the second quarter of 2025. As of June 30, 2025, DaVita provided dialysis services to around 283,100 patients at 3,175 outpatient dialysis centers, of which 2,662 were U.S. centers while 513 were located across 13 other countries. During the second quarter of 2025, the company acquired one, opened three and closed two dialysis centers in the United States. It also opened six and closed five dialysis centers outside the United States in the same period. As of June 30, 2025, DaVita had approximately 64,400 patients in risk-based integrated care arrangements in its Integrated Kidney Care business, representing $5.3 billion in annualized medical spend. The company also had an additional 9,300 patients in other integrated care arrangements. DaVita's Margin Details In the quarter under review, DaVita's gross profit increased 7% year over year to $1.12 billion. The gross margin expanded 31 basis points (bps) to 33.1%. General & administrative expenses climbed 12.2% year over year to $412.8 million. Adjusted operating profit totaled $705.2 million, reflecting a 4.2% increase from the prior-year quarter's level. Adjusted operating margin in the second quarter contracted 36 bps to 20.9%. DVA's Financial Position DaVita exited second-quarter 2025 with cash and cash equivalents and short-term investments of $739.4 million compared with $511.9 million at the first-quarter end. Total debt (including the current portion) at the end of second-quarter 2025 was $10.26 billion compared with $9.74 billion at the first-quarter end. Cumulative net cash provided by operating activities at the end of second-quarter 2025 was $504.2 million compared with $664 million a year ago. During the three months ended June 30, 2025, DVA repurchased 3.1 million shares for $446 million. DaVita's Guidance DaVita has reiterated its adjusted EPS outlook for 2025. Adjusted EPS for the full year is continued to be projected in the range of $10.20-$11.30. The Zacks Consensus Estimate currently stands at $10.76. Our Take on DVA DaVita ended the second quarter of 2025 with better-than-expected results. The uptick in the company's top and bottom lines and revenue per treatment was encouraging. The per-day increase in total U.S. dialysis treatments for the second quarter on a sequential basis and solid revenues from both sources were encouraging. The opening and acquiring of dialysis centers within the United States and acquiring centers overseas were promising. The gross margin expansion bodes well for the stock. However, the year-over-year decline in normalized non-acquired treatment was disappointing. The contraction of the adjusted operating margin does not bode well for the stock. DaVita's Zacks Rank and Key Picks DVA currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader medical space that have announced quarterly results are GE HealthCare Technologies Inc. GEHC, West Pharmaceutical Services, Inc. WST and Boston Scientific Corporation BSX. GE HealthCare, sporting a Zacks Rank #1 (Strong Buy), reported second-quarter 2025 adjusted EPS of $1.06, beating the Zacks Consensus Estimate by 16.5%. Revenues of $5.01 billion outpaced the consensus mark by 0.7%. You can see the complete list of today's Zacks #1 Rank stocks here. GE HealthCare has a long-term estimated growth rate of 5.8%. GEHC's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 12.5%. West Pharmaceutical reported second-quarter 2025 adjusted EPS of $1.84, beating the Zacks Consensus Estimate by 21.9%. Revenues of $766.5 million surpassed the Zacks Consensus Estimate by 5.4%. It currently flaunts a Zacks Rank #1. West Pharmaceutical has a long-term estimated growth rate of 8.4%. WST's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. Boston Scientific reported second-quarter 2025 adjusted EPS of 75 cents, beating the Zacks Consensus Estimate by 4.2%. Revenues of $5.06 billion surpassed the Zacks Consensus Estimate by 3.5%. It currently carries a Zacks Rank #2 (Buy). Boston Scientific has a long-term estimated growth rate of 14%. BSX's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 8.1%. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Boston Scientific Corporation (BSX): Free Stock Analysis Report DaVita Inc. (DVA): Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST): Free Stock Analysis Report GE HealthCare Technologies Inc. (GEHC): Free Stock Analysis Report

Why These 3 Market-Beaters Are Backing Up Their Buyback Trucks
Why These 3 Market-Beaters Are Backing Up Their Buyback Trucks

Globe and Mail

timean hour ago

  • Globe and Mail

Why These 3 Market-Beaters Are Backing Up Their Buyback Trucks

Companies often engage in share buybacks when they see upside in their stock. This perception often manifests in one of two key ways: their shares are dropping or rising. When a company's shares are dropping, management can see a buying opportunity as they believe markets are overreacting to bad news. A recent example of this is Deckers Outdoor (NYSE: DECK). The company's stock is down nearly 50% in 2025. In response, they spent a record $266 million on buybacks in Q1 and notched their third-highest level of quarterly spending in Q2 at $183 million. When a company's share prices are rising, it may buy back stock, believing that markets may be under-appreciating the company despite an already strong sentiment. This seems to be be the case for Spotify Technology (NYSE: SPOT), VeriSign (NASDAQ: VRSN), and Newmont (NYSE: NEM). All three stocks are outperforming the market in 2025 and have just announced big increases to their share buyback capacity. Management is sending a clear signal that they believe the rally in their respective stocks will continue, setting up a potentially fruitful opportunity for investors going forward. Here's how those moves connect to performance and what investors should take from them. Spotify: Riding a 40% Rally with an Additional $1 B Buyback Authorization In 2025, Spotify stock is up approximately 40%, far surpassing the less than 7% return of the S&P 500 Index. This very strong return comes even as the firm saw shares drop by over 11% after reporting earnings on July 29. Within its earnings release, the goliath of music streaming announced a $1 billion increase to its share buyback authorization. The stock's recent fall, combined with the buyback increase, would allow the firm to spend big on its own stock at what it likely views as a depressed price. This signals that the company expects the stock's overall rally to continue mid-term. Spotify's advertising business is currently in flux, and hopes it will have a big year in 2026. VeriSign: Structuring a 6% Market Cap Buyback Amid Berkshire's Stake Shift VeriSign has provided a total return of approximately 29% so far in 2025. In its latest earnings release, the company announced a $913 million increase to its share buyback authorization, bringing its total capacity to around $1.5 billion, roughly 6% of its market value. That relatively high percentage gives the firm a substantial opportunity to lower its outstanding share count, allowing VeriSign to put a large tailwind behind its earnings per share (EPS) and signaling confidence from management going forward. Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) is notably one of the largest shareholders in VeriSign. Investors may feel Berkshire's recent agreement to sell 4.3 million VeriSign shares indicates that the firm may be bearish on the stock. However, VeriSign notes that the reason is to reduce Berkshire's ownership to below 10% for regulatory reasons and will still hold a massive stake in Verisign. This should put investor concerns to rest, but any further sales from Berkshire may warrant heightened concern. Newmont: $3B Buybacks on Gold's Breakout Rally; Analysts See $4,000/Oz Potential Major gold mining company Newmont has achieved a 70% return this year so far. In its latest earnings report, Newmont announced it added $3 billion to its share buyback capacity, bringing the company's total capacity to $3.2 billion, around 4.6% of its market capitalization. The company says this increase demonstrates ' the confidence that we have in our business. ' Analysts at J.P. Morgan see gold prices, currently around $3,350 per ounce, rising to $4,000 per ounce by mid-2026, which would certainly help keep Newmont's impressive rally going. Forecasts like these add credence to Newmont's reasoning in boosting its buyback capacity. Buybacks Are Positive, but Don't Ignore Incentive Bias Overall, it is a good sign for investors when companies choose to substantially increase their ability to buy back stock. When done alongside strong cash flow and discipline, buybacks can amplify shareholder returns while reducing outstanding shares. In these three cases—Spotify, VeriSign, Newmont—the increases coincide with above‑market returns in 2025 and suggest continued belief in underlying drivers. Still, it is important to take buybacks with a grain of salt. Management wants to see its shares rise, as they are often compensated in stock. As such, buyback authorization is sometimes used to prop up stock artificially. That doesn't make the signals invalid, but it does mean investors should look deeper to make sure the companies are generating sustainable free cash flow, have realistic earnings forecasts, and that buybacks aren't being prioritized over more strategic investments. Where Should You Invest $1,000 Right Now? Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now...

Coupang (CPNG) Q2 Revenue Jumps 16%
Coupang (CPNG) Q2 Revenue Jumps 16%

Globe and Mail

timean hour ago

  • Globe and Mail

Coupang (CPNG) Q2 Revenue Jumps 16%

Key Points Revenue grew 16% year-over-year (GAAP) to $8.5 billion, topping analyst revenue estimates (GAAP), driven by strong performance in Product Commerce. Diluted EPS (GAAP) was $0.02, below the $0.07 GAAP forecast, as costs and Developing Offerings losses weighed on earnings. Free cash flow (non-GAAP) dropped 49% year over year to $247 million, reflecting increased capital expenditures and investments. These 10 stocks could mint the next wave of millionaires › Coupang (NYSE:CPNG), the South Korean e-commerce and delivery technology company, reported financial results on August 5, 2025, for the second quarter. The company posted GAAP revenue of $8.5 billion, beating analyst forecasts of $8.4 billion. However, diluted earnings per share (GAAP) came in at $0.02, missing the $0.07 GAAP consensus estimate. Management highlighted continued strong growth in its core Product Commerce segment and significant increases in customer engagement, while cautioning about lower free cash flow (non-GAAP) for the trailing twelve months due to timing of capital expenditures and working capital fluctuations. On balance, the quarter featured robust top-line expansion and margin gains, but some disappointment on profitability and cash generation. Source: Analyst estimates for the quarter provided by FactSet. Business Overview and Strategic Focus Coupang (NYSE:CPNG) is well known for its fast and reliable e-commerce service, providing same- and next-day delivery for a wide range of goods. Its core business, called Product Commerce, covers the online marketplace with capabilities like Rocket Delivery, which handles groceries and general merchandise. The company also operates a newer Developing Offerings segment, including food delivery, operations in Taiwan, and activities in luxury fashion via its Farfetch acquisition. The company has focused in recent years on enhancing its customer experience, highlighted by quick delivery options and expanding product selection. It is also ramping up investments to grow its business outside Korea, with expansion into Taiwan and deeper involvement in the luxury segment. Key drivers for the business are customer satisfaction, strong marketplace partnerships with small and medium-sized merchants, and continued technology-driven operational efficiencies. Quarter Highlights: Financial and Operational Performance The second quarter showed strong revenue momentum, particularly in the Product Commerce segment. Product Commerce delivered $7.3 billion in net revenue, up 14% year over year on a reported basis, with gross profit in the segment rising 23% (GAAP). Customer growth played a big part, as Product Commerce Active Customers climbed 10% year-over-year to 23.9 million. Each active customer generated an average of $307 in sales, up 4% versus last year. The Product Commerce segment's gross profit margin reached 32.6%, a 2.27 percentage point improvement from a year earlier. Segment adjusted EBITDA (non-GAAP) rose 25% to $663 million, yielding a margin of 9.0% for this part of the business (non-GAAP). Performance was less favorable in the Developing Offerings unit, which includes Eats (food delivery), Taiwan operations, and the luxury platform acquired from Farfetch. Revenue for the Developing Offerings segment grew 33% year-over-year to $1.2 billion (GAAP), but gross profit declined 11% to $171 million. This drove adjusted EBITDA (non-GAAP) losses for the segment deeper, at a negative $235 million compared to a $200 million loss in Q2 2024. The trends highlight the heavy investments and early-stage losses tied to growing these newer businesses. Margin improvements at the company level were notable. Gross profit margin was 30.0%, an improvement of 0.79 percentage points from last year. Companywide adjusted EBITDA was $428 million with a 5.0% margin, counterbalanced by higher costs in expansion businesses and ongoing technology investment. Cash and capital management also featured prominently. Free cash flow (non-GAAP) fell 49% to $247 million, with the company attributing the drop to the timing of capital expenditures and working capital fluctuations. No stock buybacks occurred in the quarter. As of June 30, 2025, the cash and cash equivalents balance (GAAP) was $6.8 billion, compared to $5.9 billion at year-end 2024. Products, Services, and Initiatives At the heart of the business, the company's e-commerce platform is distinguished by its Rocket Delivery service, which offers rapid delivery for groceries and most consumer goods. The company also supplies food delivery services through Eats, and entered the luxury e-commerce market following its purchase of Farfetch in January 2024. In Taiwan, the selection for customers surged by about 500% compared to the prior year, partly due to direct supplier partnerships. Merchant relationships remain a major priority. More than three-quarters of merchants are small-to-medium enterprises (SMEs), who gain from the company's Fulfillment and Logistics by Coupang (FLC) service. FLC provides warehousing, packing, shipping, and returns processing for third-party sellers, and is reportedly growing at multiples of the overall business. This helps drive customers to a wider product range while supporting SME growth. The company reiterated its focus on operational excellence, investing in automation, robotics, and artificial intelligence (AI) systems to streamline processes and forecast demand better. These efforts were evidenced by advancements in automated picking and inventory management this quarter. No regulatory sanctions or fines were reported for the quarter. The business was impacted by a Korean Fair Trade Commission penalty recorded in Q2 2024, but there were no similar events this period. Investments in employee wellness and safety continued, but with no specific new metrics provided for the reporting period. Outlook and What to Watch Leaders reminded investors that their effective tax rate for the full year will be elevated, at 50–55%, due to early-stage overseas losses and some nondeductible expenses. The company expects the free cash flow and working capital trends to normalize by year-end, suggesting the current lower level of cash generation may be temporary rather than a permanent shift. Investors and followers of the company should continue monitoring the profitability and cash flow trends, especially in the Developing Offerings segment. While the business is investing heavily in Taiwan and luxury commerce, losses in the Developing Offerings segment (adjusted EBITDA, non-GAAP) widened to $235 million, despite top-line gains. Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 1,026%* — a market-crushing outperformance compared to 180% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of August 4, 2025 JesterAI is a Foolish AI, based on a variety of Large Language Models (LLMs) and proprietary Motley Fool systems. All articles published by JesterAI are reviewed by our editorial team, and The Motley Fool takes ultimate responsibility for the content of this article. JesterAI cannot own stocks and so it has no positions in any stocks mentioned. The Motley Fool recommends Coupang. The Motley Fool has a disclosure policy.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store