Thermon Group Holdings Inc. (THR) Q2 2025 Earnings Call Transcript Summary
Thermon Group Holdings Inc. (THR) Q2 2025 Earnings Call Transcript Summary
The following is a summary of the Thermon Group Holdings Inc. (THR) Q2 2025 Earnings Call Transcript:
以下是Thermon Group Holdings Inc. (THR) 2025年第二季度业绩会议呼叫交易摘要:
Financial Performance:
财务表现:
Thermon Group reported a Q2 revenue of $115 million, a decrease of 7.4% year-over-year.
Adjusted EBITDA for the quarter was $23.8 million, down from $27.7 million last year.
Free cash flow improved by $6.1 million compared to the previous year, reaching $6.7 million for the quarter.
Thermon Group报告第二季度营业收入为11500万美元,同比下降7.4%。
本季度调整后的EBITDA为2380万美元,较去年的2770万美元下降。
自由现金流较去年提高610万美元,达到本季度的670万美元。
Business Progress:
业务进展:
Acquired Vapor Power and F.A.T.I., expanding market diversity and geographic footprint.
Executed consolidation of rail and transit production lines contributing to a $5.7 million annualized savings target.
Experienced a steady growth in orders, with a book-to-bill ratio of about 1.17, driven by diverse end markets.
收购了Vapor Power和F.A.t.I.,扩大了市场多样性和地理覆盖范围。
执行了铁路和公交生产线的整合,为节省570万美元的目标年度提供了贡献。
订单稳步增长,图书与账单比率约为1.17,受到各种终端市场的推动。
Opportunities:
机会:
Increased focus on diversified markets resulted in over 70% of orders from non-oil and gas sectors.
Growth opportunities anticipated in decarbonization and electrification segments.
加大对多元化市场的关注,导致70%以上的订单来自非油气行业。
预计脱碳和电气化领域存在增长机会。
Risks:
风险:
Continued weakness in large project revenues with some projects pushed out beyond fiscal 2025.
Uneven global economic conditions impacting capital spending decisions in key markets.
大型项目营收持续疲软,一些项目推迟至2025年之后。
全球经济环境不稳定,影响关键市场的资本支出决策。
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译文内容由第三方软件翻译。