Latest news with #Krumm
Yahoo
11-07-2025
- Business
- Yahoo
Flex's Q1 Earnings Call: Our Top 5 Analyst Questions
Flex's first quarter results were met with a positive market response, driven by strong execution in its data center and cloud businesses and a sustained focus on operational efficiency. CEO Revathi Advaithi credited the nearly 4% year-over-year revenue growth to 'multiple program ramps' and the company's ability to shift its portfolio toward higher-value, margin-accretive segments. Management highlighted the success of its Flex Forward strategy in building a more resilient business, with adjusted operating margin reaching a record level, supported by disciplined cost control and a diversified end-market approach. Is now the time to buy FLEX? Find out in our full research report (it's free). Revenue: $6.40 billion vs analyst estimates of $6.23 billion (3.7% year-on-year growth, 2.6% beat) Adjusted EPS: $0.73 vs analyst estimates of $0.69 (5.2% beat) Adjusted EBITDA: $534 million vs analyst estimates of $514.1 million (8.3% margin, 3.9% beat) Revenue Guidance for Q2 CY2025 is $6.25 billion at the midpoint, below analyst estimates of $6.36 billion Adjusted EPS guidance for the upcoming financial year 2026 is $2.91 at the midpoint, beating analyst estimates by 1.8% Operating Margin: 4.8%, up from 2.6% in the same quarter last year Market Capitalization: $19.41 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Samik Chatterjee (JP Morgan) asked about the drivers behind strong margin guidance, to which CFO Kevin Krumm pointed to ongoing mix improvement from cloud and power, as well as growth in services and operational efficiency. Steven Fox (Fox Advisors) questioned Flex's scale advantages in data centers and inventory trends; CEO Revathi Advaithi detailed Flex's vertically integrated IT integration and engineering capabilities as unique differentiators, while Krumm discussed inventory normalization and targeted free cash flow conversion. Ruplu Bhattacharya (Bank of America) sought clarity on the sustainability of 30% data center growth and customer diversification, with Advaithi highlighting a broad hyperscaler and enterprise mix, and Krumm explaining margin benefits from customer-sourced inventory models. George Wang (Barclays) inquired about sequential margin step-down and networking share gains. Krumm attributed lower Q2 margins to seasonality and auto market softness, while Advaithi described networking growth as broad-based across geographies and customers. Mark Delaney (Goldman Sachs) pressed on the potential impact of tariffs on margins and demand, receiving confirmation from management that tariffs are expected to be pass-through with limited impact on operating profit, though some margin drag is possible if tariff levels persist. The StockStory team will be monitoring (1) Flex's ability to sustain rapid data center and power segment growth despite broader market volatility, (2) the company's execution on North American and European capacity expansions in response to regionalization trends, and (3) the impact of evolving trade and tariff policies on both customer demand and cost structure. Progress in value-added services and successful integration of recent acquisitions will also be key signposts. Flex currently trades at $52.38, up from $36.74 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
16-04-2025
- Business
- Yahoo
Company revolutionizes household cleaning with breakthrough detergent technology: 'Doesn't sacrifice on performance'
One startup is looking to provide eco-friendly plant-based alternatives to petroleum-based chemicals in hygiene and cleaning products, GeekWire reported — and it's off to a great start with a recent influx of $3.5 million in investor funding, plus $400,000 in new grants. The name to watch out for is Sironix Renewables, a Seattle company that was spun off from the University of Minnesota in 2016. Using soybeans and coconuts at its 3,700-square-foot research and development facility, the company is ready to make waves with its innovative ingredients. "Consumers care about a few things, but first and foremost, they care about performance and safety, and those are surprisingly hard for product brands to fulfill," said Christoph Krumm, co-founder and CEO of Sironix, per GeekWire. "We have this new ingredient that enables a great environmental profile, great product safety, and it doesn't sacrifice on performance." The ingredient in question is a surfactant — an additive for hygiene products that makes them foamy and helps get rid of oils. Surfactants are used in shampoos and laundry products, among other things. Sironix's Eosix Surfactant is especially good at low temperatures and in hard water, meaning water with a high mineral content. That's great news because hard water often reduces the effectiveness of soaps and cleaners. Meanwhile, the production of Eosix causes about half as much heat-trapping air pollution as the production of a similar surfactant from petroleum, so it's much better for the environment. And that's just the first of Sironix's offerings. While it has started with personal care products, it hopes to keep developing new safe and healthy chemicals that will allow it to branch out into cleaners, industrial chemicals, and "leave on products" like moisturizers and sunscreen. All of these advancements would make it easier for buyers to make healthy choices for themselves that are also responsible choices for the environment. "We're developing new chemical processes that go up against incumbent technologies that have existed for decades and have large-scale production around the world," Krumm said, per GeekWire. "There are inherently challenges with developing new technology, so it's exciting to see that whole picture come together." Other companies are also looking for greener ways to get the chemicals needed for the wide range of products people use daily. Deep Blue BioTech is engineering algae to produce some chemicals for skin care, and scientists are also working on replacing petroleum in medicine with a pine tree extract. Which of these factors would most effectively motivate you to buy a refillable product? Saving money Reducing plastic waste Using less shelf space at home Getting easy refill deliveries Click your choice to see results and speak your mind. Join our free newsletter for weekly updates on the latest innovations improving our lives and shaping our future, and don't miss this cool list of easy ways to help yourself while helping the planet.
