The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Aaron Spychalla - Craig-Hallum Capital Group - Analyst
: Yeah, good morning, Matthew and Gregg, thanks for taking the questions.
Question: Aaron Spychalla - Craig-Hallum Capital Group - Analyst
: Hello. So, first for me, you talked a little bit on the sales editions and kind of quotes and order rates and positive trends there. Can you just, maybe
give a little more detail on just how that the pipeline, growth looks kind of year over year and just how you're thinking about growth? It sounds
like you're talking about continued double digit growth, but just wanted to unpack that a little bit more.
Question: Aaron Spychalla - Craig-Hallum Capital Group - Analyst
: Got it. Thanks for that. And then maybe second, you talked about the continued shift in the market from would to composites. Can you just give
a little more detail on you know where that's at today, how you think that can trend in the coming years and just. What that could mean for your
business and just kind of the value proposition behind that shift.
Question: Aaron Spychalla - Craig-Hallum Capital Group - Analyst
: Alright, and then just maybe one last one, can you give an update on just M&A and you know how you're kind of currently thinking about this
geographic expansion and kind of focus on wallet share expansion? What's the pipeline look like there and just, yeah, how are you thinking about
kind of, make versus buy as you look to expand the business.
Question: Aaron Spychalla - Craig-Hallum Capital Group - Analyst
: Alright, that sounds good, thanks for taking the questions. Appreciate it.
Question: Laura Maher - B. Riley Securities, Inc. - Analyst
: Hi Matthew and Gregg, thanks for taking the question.
So my question is what would influence growth more? Would it be share gain growth against timber or geographic expansion, and then how
would that tie into your investment in fleet growth?
Question: Laura Maher - B. Riley Securities, Inc. - Analyst
: Okay thank you I'll pass it on.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
MAY 02, 2025 / 1:30PM, NPKI.N - Q1 2025 NPK International Inc Earnings Call
|