Porsche Warns of Challenging Second Half After 6% Sales Decline
The sportscar maker's global deliveries fell 6% in the first half of the year, an improvement on the sharper decline recorded in the first quarter. In North America, where Porsche relies solely on imports, growth slowed to 10%, from a 37% surge in the three months through March.
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V2X Inc (VVX) Q2 2025 Earnings Call Highlights: Strong Financial Performance Amid Strategic ...
Release Date: August 04, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points V2X Inc (NYSE:VVX) reported strong financial performance with a revenue of $1.08 billion and an adjusted EBITDA of $82 million, reflecting a 7.6% margin. The company achieved a significant increase in adjusted EPS, which rose by 59% year over year to $1.33. V2X Inc (NYSE:VVX) has established a $100 million share repurchase authorization, indicating confidence in its financial position and future prospects. The company has a robust pipeline valued at over $50 billion, reflecting large franchise programs and opportunities across all domains. V2X Inc (NYSE:VVX) is making strategic investments in talent and capabilities, which are expected to drive growth and enhance value creation. Negative Points The company's backlog decreased from $12 billion in the first quarter to $11.3 billion in the second quarter. Revenue in the Asia Pacific sector declined by over 9% due to delays in exercises and contracting actions. The book-to-bill ratio was below 1 in the first half of the year, indicating potential challenges in securing new contracts. There are concerns about potential protests and delays in new awards, which could impact future revenue. Some programs, such as the KC-10 and T1A, are sunsetting, which may create headwinds for future revenue growth. Q & A Highlights Warning! GuruFocus has detected 5 Warning Signs with VVX. Q: How do we think about the T6 contract in terms of incremental revenues this year and next year, and how does that ramp and scale up? A: Sean Morell, CFO: We began the transition, and I expect no impact on the financials this year. The transition period goes until early 2026. Historically, the program has been between $200 to $300 million a year, but this is subject to variables like funding profiles and the protest period. Q: The full-year guide implies a step down in EIA margins in the second half. Was there anything specific in the second quarter, and how should we think about EITA margins in the second half? A: Sean Morell, CFO: There was a conclusion of a contractual commitment worth about $6 million in the quarter. This was previously contemplated for the back half of the year, but the team executed it earlier. Absent that, margins would have been 7.1% for the quarter. Q: Was the T6 contract one of the five different $1 billion-plus opportunities you mentioned for 2025, and can you provide a status update on those? A: Jeremy Wenzinger, CEO: Yes, it was. We continue to make progress on the other opportunities. The team is aligned and executing the strategy, and we are excited about the pipeline and major pursuits that are near-term. Q: How are you thinking about the legacy Vertex business, and is this something you are looking to build out further? A: Jeremy Wenzinger, CEO: We love our aircraft maintenance business and will continue to build up the MRO and modernization side. Our capital allocation strategy will be in the best interest of shareholders, focusing on complementary components that enable solutions for our customers. Q: Can you talk about managing the risk with the T6 contract, and how do margins flow relative to the company as a whole? A: Jeremy Wenzinger, CEO: Our team manages program execution exceptionally well, from cradle to grave. We have a tremendous ability to support programs globally, and I expect nothing less than flawless execution on the T6 program. Sean Morell, CFO: Margins will start below the company's composite average and grow over 18 to 24 months as we establish supply chains and workflows. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Countries push for last-minute deals as Thursday tariff deadline looms
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But on Tuesday morning, Trump suggested that it would be an uphill climb and that a recent call with the country didn't go well because "they essentially pay no tariffs," even as talks are clearly set to continue there. As for India, any immediate offramp appears unlikely because of that nation's connections with Russia and Russian oil. A note Tuesday from Capital Economics suggested that India could, in theory, offer concessions to diversify its energy sources, "but we doubt that India would make a wholehearted effort to wean itself off Russian oil [as it could upset relations and] it would not play well to be seen caving to Trump's demands." At the same time, reports from Bloomberg and the Times of India revealed that two top aides to Indian Prime Minister Narendra Modi are traveling not to the US but to Russia in the coming days and weeks — even amid Trump's ever-escalating threats. 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Yahoo
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3 Asian Stocks That May Be Priced Below Intrinsic Value In August 2025
As global markets grapple with renewed tariff tensions and economic uncertainties, Asian indices have also felt the impact, with some experiencing declines amid broader market volatility. In this environment, investors may find opportunities in stocks that appear to be priced below their intrinsic value, offering potential for growth despite the challenges. Top 10 Undervalued Stocks Based On Cash Flows In Asia Name Current Price Fair Value (Est) Discount (Est) Wuxi Zhenhua Auto PartsLtd (SHSE:605319) CN¥32.94 CN¥65.50 49.7% Suzhou Zelgen BiopharmaceuticalsLtd (SHSE:688266) CN¥112.65 CN¥223.99 49.7% Nanya Technology (TWSE:2408) NT$44.40 NT$87.23 49.1% Nan Ya Printed Circuit Board (TWSE:8046) NT$177.50 NT$351.52 49.5% Inspur Digital Enterprise Technology (SEHK:596) HK$10.40 HK$20.45 49.1% Insource (TSE:6200) ¥917.00 ¥1814.21 49.5% GEM (SZSE:002340) CN¥6.51 CN¥12.96 49.8% Finger (KOSDAQ:A163730) ₩13480.00 ₩26881.94 49.9% Faraday Technology (TWSE:3035) NT$158.00 NT$313.77 49.6% cottaLTD (TSE:3359) ¥441.00 ¥866.89 49.1% Click here to see the full list of 271 stocks from our Undervalued Asian Stocks Based On Cash Flows screener. Let's take a closer look at a couple of our picks from the screened companies. Cosmax Overview: Cosmax, Inc. is engaged in the research, development, production, and manufacturing of cosmetic and health functional food products both in Korea and internationally, with a market cap of ₩2.88 trillion. Operations: The company generates revenue primarily from its Cosmetics Sector, which amounts to ₩2.23 billion. Estimated Discount To Fair Value: 43.4% Cosmax appears undervalued, trading at ₩253,500, significantly below its estimated fair value of ₩448,068.1. Despite a slower revenue growth forecast of 12.7% annually compared to the market's 7.1%, earnings are expected to grow significantly at 25.5% per year, outpacing the Korean market's 22%. However, debt coverage by operating cash flow remains a concern despite high future return on equity projections of 26.8%. Recent events focused on enhancing business understanding in Southeast Asia may provide further insights into financial positioning. Our earnings growth report unveils the potential for significant increases in Cosmax's future results. Click here and access our complete balance sheet health report to understand the dynamics of Cosmax. WEILONG Delicious Global Holdings Overview: WEILONG Delicious Global Holdings Ltd, with a market cap of HK$30.27 billion, produces and sells spicy snack food in the People's Republic of China and internationally. Operations: The company's revenue is primarily derived from three segments: Vegetable Products (CN¥3.37 billion), Seasoned Flour Products (CN¥2.67 billion), and Bean-Based and Other Products (CN¥228.69 million). Estimated Discount To Fair Value: 43.8% WEILONG Delicious Global Holdings is trading at HK$12.45, significantly below its estimated fair value of HK$22.15, suggesting undervaluation based on cash flows. Despite a revenue growth forecast of 15.2%, slower than 20% but above the Hong Kong market's 8.1%, earnings are set to grow at 17.24% annually, surpassing the market's 10.7%. However, significant insider selling and dividends not well covered by free cash flows pose potential concerns for investors. Our expertly prepared growth report on WEILONG Delicious Global Holdings implies its future financial outlook may be stronger than recent results. Take a closer look at WEILONG Delicious Global Holdings' balance sheet health here in our report. Xiangyu MedicalLtd Overview: Xiangyu Medical Co., Ltd focuses on the research, development, manufacturing, and marketing of rehabilitation and physiotherapy equipment, with a market cap of CN¥8.24 billion. Operations: The company's revenue segment is primarily derived from its Medical Devices division, generating CN¥760.48 million. Estimated Discount To Fair Value: 10.3% Xiangyu Medical Ltd., trading at CN¥53.43, is below its fair value estimate of CN¥59.57, presenting an undervaluation opportunity based on cash flows. With earnings poised to grow significantly at 32.39% annually, outpacing the Chinese market's 23.7%, it offers robust growth prospects despite a low forecasted return on equity of 9.4%. However, profit margins have declined from last year and recent share price volatility may concern investors. The growth report we've compiled suggests that Xiangyu MedicalLtd's future prospects could be on the up. Click here to discover the nuances of Xiangyu MedicalLtd with our detailed financial health report. Next Steps Investigate our full lineup of 271 Undervalued Asian Stocks Based On Cash Flows right here. Already own these companies? Bring clarity to your investment decisions by linking up your portfolio with Simply Wall St, where you can monitor all the vital signs of your stocks effortlessly. Enhance your investing ability with the Simply Wall St app and enjoy free access to essential market intelligence spanning every continent. Looking For Alternative Opportunities? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include KOSE:A192820 SEHK:9985 and SHSE:688626. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
