Robert Favera's questions to AstroNova Inc (ALOT) leadership • Q3 2025
Question
Robert Favera from Capital Management asked for a breakdown of MTEX's expenses, inquired if delayed Boeing orders impacted Test & Measurement segment margins, and questioned if product mix drove the sequential decline in Product Identification segment margins.
Answer
Executive Thomas DeByle provided a detailed breakdown of MTEX's quarterly expenses from the press release, including selling, R&D, and G&A costs. Executive Gregory Woods confirmed that delayed, high-margin Boeing orders negatively affected T&M margins and that a significant delayed order was the primary factor in the PI segment's margin decline due to product mix.