manufacturing, where customers are restarting shuttered facilities or expanding production in existing facilities across pharmaceuticals, chemicals, steel, and other industries. Last quarter, I highlighted that we received our first order for our new Poseidon liq
May 14, 2026 / receipt
While the backdrop for leisure travel was more mixed, there has been some encouraging signs at our wine country resorts.
Aug 7, 2024 / receipt, needs a key / Brian Giglia, CEO | earnings call 2024-08-07 | transcript 5eb0681f-26c4-44cf-8f1c-f75f298ce965 | chars 3571-3691 | segment 3
The demand environment on Maui has been softer than expected, with both rates and occupancy lighter than projected in the second quarter, resulting from more subdued vacation travel to the island.
Aug 7, 2024 / receipt, needs a key / Brian Giglia, CEO | earnings call 2024-08-07 | transcript 5eb0681f-26c4-44cf-8f1c-f75f298ce965 | chars 6586-6782 | segment 6
There are incremental efforts underway or soon to be underway by local tourism authorities and other stakeholders, including the brands, to spur incremental travel to the area, which we anticipate will help bolster demand in the coming months.
Aug 7, 2024 / receipt, needs a key / Brian Giglia, CEO | earnings call 2024-08-07 | transcript 5eb0681f-26c4-44cf-8f1c-f75f298ce965 | chars 6983-7226 | segment 7
We delivered strong growth in all geographies due to sustained demand and maintenance activity, and we are seeing green shoots in Asia with the improvement from reduced travel restrictions.
May 25, 2023 / receipt, needs a key / Kevin, other | earnings call 2023-05-25 | transcript 2a820b97-42bc-47c1-9731-d8aaeb50b971 | chars 10328-10517 | segment 10
We plan for costs to increase slightly through the year, primarily driven by more travel as economies reopen and as we execute on planned investments in our strategic initiatives.
Aug 5, 2021 / receipt, needs a key / Kevin Fox, CFO | earnings call 2021-08-05 | transcript 1f10df43-9766-4148-9935-a7d72f1e47a8 | chars 12473-12652 | segment 12
Exposure to Sizeable Growth Opportunities in high-growth energy transition and decarbonization, chemicals/petrochemicals, power, data centers, onshoring in North America and infrastructure
ir_statement / Sep 15, 2026 / receipt
20% includes $40M of run-rate synergies to be achieved by year 3
ir_statement / Sep 15, 2026 / receipt
Cost Synergies of $40M . 75% Actions Completed by End of 2027
ir_statement / Sep 15, 2026 / receipt
Investments in Talent, Incentives and Systems
ir_statement / Sep 15, 2026 / receipt
Orders Up ~60% YoY to $1.1B in 2025. 2026 raised to >$1.5B on $6.5B+ pipeline.
ir_statement / Sep 15, 2026 / receipt
Appropriate Cost Management
ir_statement / Sep 15, 2026 / receipt
Disciplined Capital Allocation
ir_statement / Sep 15, 2026 / receipt
Revenue up 125% from 2022 while Expanding Gross Profit margins +500 bps and Adjusted EBITDA margins + 200bps.
ir_statement / Sep 15, 2026 / receipt
−Consolidating Supplier Payables processes
ir_statement / Sep 15, 2026 / receipt
−Improved Inventory Management with ERPs
ir_statement / Sep 15, 2026 / receipt
−Receivables / DSO Reduction program
ir_statement / Sep 15, 2026 / receipt
Ongoing OpEx Productivity + SG&A leverage
ir_statement / Sep 15, 2026 / receipt
| Brian Giglia | CEO | - | receipt |
| Brian Gilea | CEO | - | receipt |
| Bruce Sainz | CEO | - | receipt |
| Bruce Thames | President and Chief Executive Officer | - | receipt |
| Kevin Fox | CFO | - | receipt |