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Thermon Group Holdings Inc. (THR) Q2 2025 Earnings Call Transcript Summary

Thermon Group Holdings Inc. (THR) Q2 2025 Earnings Call Transcript Summary

Thermon Group Holdings Inc.(THR)2025年第二季度业绩会通话摘要
富途资讯 ·  11/10 23:18  · 电话会议

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。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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