Investors with an interest in Manufacturing - Electronics stocks have likely encountered both Vestas Wind Systems AS (VWDRY) and Eaton (ETN). But which of these two stocks is more attractive to value investors?
Investors looking for stocks in the Manufacturing - Electronics sector might want to consider either Vestas Wind Systems AS (VWDRY) or Eaton (ETN). But which of these two companies is the best option for those looking for undervalued stocks?
Vestas faces severe headwinds from US political hostility to renewables and fierce competition from dominant Chinese wind companies. Despite a strong global backlog and service contracts, Vestas' US order intake collapsed after President Trump's election, while European and emerging markets show promise. The global wind industry is rapidly expanding, but China now leads in both capacity and manufacturing, threatening Western wind firms' market share.
Vestas Wind Systems A/S (OTCPK:VWDRY) Q1 2025 Earnings Conference Call May 6, 2025 4:00 AM ET Company Participants Henrik Andersen - Chief Executive Officer Rasmus Gram - Interim Chief Financial Officer Conference Call Participants Kristian Tornoe - SEB Akash Gupta - JPMorgan Casper Blom - Danske Bank John Kim - Deutsche Bank Dan Togo Jensen - Carnegie Investments Martin Wilkie - Citi Max Yates - Morgan Stanley Claus Almer - Nordea Ajay Patel - Goldman Sachs Colin Moody - RBC Capital Deepa Venkateswaran - Bernstein Sean McLoughlin - HSBC Henry Tarr - Berenberg William Mackie - Kepler Cheuvreux Henrik Andersen Good morning. And welcome to our Presentation of our Q1 for 2025.
Vestas CEO Henrik Andersen discusses the outlook for Europe's wind power industry and the impact of U.S. President Donald Trump's tariff policy.
Wind turbine maker Vestas on Tuesday reported an unexpected operating profit for the first quarter, contrary to analysts' predictions of a loss, and kept its outlook for the year unchanged despite geopolitical uncertainty.
Vestas Wind Systems A/S (OTCPK:VWDRY) Q4 2024 Earnings Conference Call February 5, 2025 4:00 AM ET Company Participants Henrik Andersen - CEO Rasmus Gram - CFO Conference Call Participants Claus Almer - Nordea Akash Gupta - JPMorgan Kristian Tornoe - SEB Dan Togo Jensen - Carnegie Casper Blom - Danske Bank Supriya Subramanian - UBS Ajay Patel - Goldman Sachs Martin Wilkie - Citi Deepa Venkateswaran - Bernstein William Mackie - Kepler Cheuvreux Colin Moody - RBC Capital Markets Henrik Andersen Good morning to everyone and welcome to our presentation of Full Year 2024. And let me, before we go further, just extend a heartfelt thank you to our partners, our customers, shareholders and not least outstanding colleagues for a very strong end 2024 and a very strong execution also of a very successful Q4 in 2024.
Vestas CEO Henrik Andersen discusses the wind turbine manufacturer's latest earnings and the potential impact of U.S. tariffs.
Vestas CEO Henrik Andersen discusses the prospect of tariffs on EU goods entering the U.S., the current regulatory and macroeconomic backdrop, and U.S. President Donald Trump's climate retreat.
Denmark's Vestas said on Wednesday it had appointed Jakob Wegge-Larsen as its new chief financial officer, adding he will start the position in the second quarter of this year.
Russia's state nuclear corporation Rosatom launched a wind turbine blade factory at the location of a plant formerly owned by Denmark's Vestas , the governor of Russia's Ulyanovsk region said on his Telegram channel.
Vestas has faced significant challenges, including declining margins and negative impacts from COVID and high interest rates, but it is showing signs of recovery. 2025 is expected to be a strong year with revenue growth in the low-double digits and improved EBIT margins due to better pricing, higher volumes, and improved mix. Record order backlogs and strong offshore orders indicate robust future performance, despite potential policy changes under the Trump administration.