Hammond Power Solutions Inc (FRA:T11)

Q4 2025 Hammond Power Solutions Inc Earnings Call Transcript

Mar 20, 2026 / 01:00 PM GMT

Release Date Price: €120 (+1.69%)

Transcript

Key Points

Positve

Hammond Power Solutions Inc (HMDPF) reported a 13.9% increase in revenue for 2025, reaching $898.3 million, with significant growth in the US and Mexico.
The company's backlog reached a record high, up 122% year over year, providing strong revenue visibility for 2026.
Hammond Power Solutions Inc (HMDPF) successfully brought over $100 million of new capacity online at Monterey 4 ahead of schedule and on budget.
The acquisition of AEG Power Solutions is expected to significantly expand the company's scale and global reach, adding a substantial recurring services and aftermarket revenue stream.
The company made strategic investments in Verdine and Smart D, opening new opportunities in the power quality market.

Negative

Gross margins for the year decreased to 30.3% from 32.8% due to higher input costs, tariff impacts, and unabsorbed overhead from new manufacturing capacity.
The company's operations in India saw a decline in shipments, although they continue to contribute positively by prioritizing margin over volume.
Section 232 tariffs had a direct impact on finished goods, contributing to the decline in gross margin.
The company faced challenges with rising copper prices and tariffs, which put pressure on input costs.
SG&A expenses increased due to higher share-based compensation and increased sales volumes, particularly in the US distribution channel.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HPSa.TO - Hammond Power Solutions Inc
Q4 2025 Hammond Power Solutions Inc Earnings Call
Mar 20, 2026 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning, ladies and gentlemen. Welcome to Hammond Power Solutions 4th quarter and year-end 2025 financial results conference call.

Certain statements that will be discussed in this conference call will constitute forward-looking statements. The forward-looking information and statements included in this discussion are not guarantees of future performance and should not be unduly relied upon.

Forward-looking statements will be based on current expectations, estimates, and projections that involve a number of risks and uncertainties which could cause actual results to differ materially from those anticipated and described in the forward-looking statements.

Such information and statements

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.