Earnings Call Insights: Bristow Group Inc. (VTOL) Q4 2025 Management View Chris Bradshaw, President and CEO, opened the call by highlighting improvements in safety, stating "We experienced fewer lost workdays in 2025, the second consecutive year of improvement in this metric." He emphasized the company’s strong financial performance, with full year adjusted EBITDA of $246 million, in line with gui...
Earnings Call Insights: Bristow Group Inc. (VTOL) Q4 2025 Management View Chris Bradshaw, President and CEO, opened the call by highlighting improvements in safety, stating "We experienced fewer lost workdays in 2025, the second consecutive year of improvement in this metric." He emphasized the company’s strong financial performance, with full year adjusted EBITDA of $246 million, in line with guidance for 2025, and affirmed the 2026 financial guidance range of $295 million to $325 million for adjusted EBITDA, projecting approximately 25% year-over-year growth. Bradshaw indicated that Bristow expects adjusted operating income in its Government Services business to double in 2026 and noted the initiation of a cash dividend program, confirmed by the announcement of a $0.125 per share dividend payable on March 26, 2026. He described the recent $500 million refinancing of senior notes at a 6.75% coupon rate and extended maturity to 2033 as enhancing the company’s liquidity and balance sheet. CFO Jennifer Whalen stated, "Total revenues and adjusted EBITDA were $9 million and $7 million lower in Q4 compared to Q3, respectively. Primarily due to lower seasonal activity in our other services and Offshore Energy Services segment." She affirmed full year revenues in 2025 were $75 million higher than 2024, with adjusted EBITDA "approximately 4% higher than last year and in line with our previously published outlook." Outlook Management reaffirmed 2026 guidance ranges: total revenues of $1.6 billion to $1.7 billion and adjusted EBITDA of $295 million to $325 million. Bradshaw stated, "We expect adjusted operating income in our Government Services business to double in 2026," and Whalen added that OES revenues are guided between $1 billion and $1.1 billion for 2026, with adjusted operating income of $225 million to $235 million. Government Services revenues are forecasted between $440 million and $460 million, with adjusted operating income of $70 million to $80 million. The com...
BlackJack3D/E+ via Getty Images Introduction I am breaking down C3.ai, Inc. ( AI ), aka C3 stock, today, and it is not surprising to me that the company is underperforming after the string of negative catalysts we have witnessed over the last year. Between the transition in leadership and the consistent decline in clients, revenues, and margins, investors were able to recognize these red flags ove...
BlackJack3D/E+ via Getty Images Introduction I am breaking down C3.ai, Inc. ( AI ), aka C3 stock, today, and it is not surprising to me that the company is underperforming after the string of negative catalysts we have witnessed over the last year. Between the transition in leadership and the consistent decline in clients, revenues, and margins, investors were able to recognize these red flags over and over. The only potential positive thing at this stage is that the stock finally looks cheap after a long period of what I considered to be a rich valuation, but there is a very good reason for this reset. This is not a value opportunity by any means; it’s a shrinking and struggling business. Revenues are down to the levels we have not seen since 2022, and gross profit went down even harder, to the levels of 2020. Operating losses continue to increase, which means that the company is losing more money the more it tries to scale and grow. The reason for this is most likely the competition with other companies, which C3 is losing. Data by YCharts C3 was actually the first stock I analyzed on Seeking Alpha a little less than a year ago, and I have not updated my conclusion since then because of how to the point it was. I said in the title that the company was growing, but so were its problems, and it remained strikingly relevant throughout 2025. It is still relevant today, but of course, many news events have happened since. I have provided updates on my YouTube channel over the past year, and the core concerns have only gotten worse. I said that management changes are major red flags because, regardless of how talented a new CEO might be, restructuring and strategy changes take several quarters or even years to show some positive (hopefully) results. There is one more enormous red flag I noticed in August 2025, which was related to the previous CEO, Thomas Siebel, and I’ll discuss it in a moment. Red Flags I have to start with the competition, because it was one of the r...
In trading on Thursday, shares of Global-E Online Ltd (Symbol: GLBE) crossed above their 200 day moving average of $35.32, changing hands as high as $36.47 per share. Global-E Online Ltd shares are currently trading up about 1.6% on the day. The chart below shows the one year
In trading on Thursday, shares of Global-E Online Ltd (Symbol: GLBE) crossed above their 200 day moving average of $35.32, changing hands as high as $36.47 per share. Global-E Online Ltd shares are currently trading up about 1.6% on the day. The chart below shows the one year
skhoward/iStock Unreleased via Getty Images A bid by Kenvue ( KVUE ) to dismiss a lawsuit brought against it by Texas Attorney General Ken Paxton accusing the company of hiding the risk of autism and ADHD in children whose pregnant mothers took Tylenol was rejected by a judge Thursday. Panola Co. District Court Judge LeAnn Rafferty did not explain her decision in a brief order, Reuters reported . ...
skhoward/iStock Unreleased via Getty Images A bid by Kenvue ( KVUE ) to dismiss a lawsuit brought against it by Texas Attorney General Ken Paxton accusing the company of hiding the risk of autism and ADHD in children whose pregnant mothers took Tylenol was rejected by a judge Thursday. Panola Co. District Court Judge LeAnn Rafferty did not explain her decision in a brief order, Reuters reported . Paxton's case claims that Kenvue and Johnson & Johnson ( JNJ ) are in violation of the Texas Uniform Fraudulent Transfer Act "by fraudulently transferring liabilities arising from Tylenol to a separate company, Kenvue, in order to shield their assets against lawsuits arising from the harmful impact Tylenol had on children." A request for comment from Kenvue has yet to be returned to Seeking Alpha. Kenvue has set up a website addressing the claims. Tylenol was previously sold by Johnson & Johnson Consumer Health before it being spun-off with an IPO in 2023. More on Kenvue Kimberly-Clark: After The Kenvue Merger Vote, Ready To Rumble? Kimberly-Clark Just Proved Itself As Its Purchase Of Kenvue Nears (Upgrade) Kimberly-Clark And Kenvue Merger: Great Value Based On Combined Financials Quant check on Starboard Value's top Q4 holdings: QRVO, KVUE, AQN Kenvue Q4 2025 Earnings Preview
Amazon has long dominated the online space. But the company's success didn't happen overnight. A big strength of Amazon is that the company is not afraid to dip its toes into different waters. Just look at its origins compared to where the company is now. While Amazon started as a ...
Amazon has long dominated the online space. But the company's success didn't happen overnight. A big strength of Amazon is that the company is not afraid to dip its toes into different waters. Just look at its origins compared to where the company is now. While Amazon started as a ...
Intuitive Machines (NASDAQ: LUNR) stock crashed 16% yesterday after announcing it will raise $175 million by selling stock to capitalize on its $4.8 billion NASA "Near Space Network" communications contract. Today, the stock is bouncing back -- not all the way, but Intuitive is up 9.8% through 12:20 p.m. ET. You can thank B. Riley for that. Continue reading
Intuitive Machines (NASDAQ: LUNR) stock crashed 16% yesterday after announcing it will raise $175 million by selling stock to capitalize on its $4.8 billion NASA "Near Space Network" communications contract. Today, the stock is bouncing back -- not all the way, but Intuitive is up 9.8% through 12:20 p.m. ET. You can thank B. Riley for that. Continue reading
Charnchai/iStock via Getty Images While other sectors have remained volatile, Canada’s life insurers have seen a period of outperformance. Brandon Merkosky, VP for Portfolio Research with TD Asset Management, joins MoneyTalk to discuss how new AI-driven efficiencies and supportive interest rates could be potential catalysts for the run to continue. Transcript Greg Bonnell: Our featured guest today...
Charnchai/iStock via Getty Images While other sectors have remained volatile, Canada’s life insurers have seen a period of outperformance. Brandon Merkosky, VP for Portfolio Research with TD Asset Management, joins MoneyTalk to discuss how new AI-driven efficiencies and supportive interest rates could be potential catalysts for the run to continue. Transcript Greg Bonnell: Our featured guest today says the Canadian life insurance companies have been subtly outperforming. But of course, the question becomes, can that run continue? Joining us now to discuss this, Brandon Merkosky, VP for Portfolio Research with TD Asset Management. Great to have you back on the show. Welcome back. Brandon Merkosky: Yeah, thanks, Greg, for having me on. I think when most people hear life insurance companies, like Sunlife ( SLF ) and Manulife ( MFC ), they think that that's all they really do. But really, it's so much more that they do. So, why have these stocks been outperforming? It really comes down to three things-- interest rates, capital markets, and employment. So, why does employment matter? Well, Sunlife, Manulife, they administer the benefits plans for employers. Think of your vision care. Think of your dental care. As more people are working in the economy, that's obviously good for their revenue generation, as they're administering larger and larger plans. If we think of capital markets, well, they actually have large asset management businesses as well. This is them helping their customers plan for retirement and also post-retirement to managing their wealth. When capital markets are doing better, it's easier for them to charge larger fees and ultimately grow their revenues that way as well, too. If we think about interest rates, it is a little bit more nuanced in the sense that they take the premiums that they're receiving every single month from customers-- whether it be life insurance or whether it be the benefits business-- and they invest those premiums into bonds. And...
Bloom Energy (NYSE: BE) stock is off to a strong start in 2026. The clean energy stock has already popped 62% year to date, with a monstrous gain of over 600% since last February. The company's solid oxide fuel cells have quickly emerged as the likeliest solution to the enormous demand for clean, continuous power by artificial intelligence (AI) data centers . The advantage here can't be overstated...
Bloom Energy (NYSE: BE) stock is off to a strong start in 2026. The clean energy stock has already popped 62% year to date, with a monstrous gain of over 600% since last February. The company's solid oxide fuel cells have quickly emerged as the likeliest solution to the enormous demand for clean, continuous power by artificial intelligence (AI) data centers . The advantage here can't be overstated: Unlike the choir of energy start-ups -- like Oklo (NYSE: OKLO) -- that have yet to scale their energy products commercially, Bloom has a growing body of companies using its product for power generation. Continue reading
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 6% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 6% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Image source: The Motley Fool. Thursday, February 26, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Thursday, February 26, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Carlyle Group Inc. Chief Executive Officer Harvey Schwartz suggested that asset managers should have been more forthcoming about the relative illiquidity of investment funds sold to individual investors. “The industry did itself a bit of a disservice calling the vehicles semi-liquid,” Schwartz said during a shareholder presentation Thursday. “We just should have called them ‘sometimes not liquid a...
Carlyle Group Inc. Chief Executive Officer Harvey Schwartz suggested that asset managers should have been more forthcoming about the relative illiquidity of investment funds sold to individual investors. “The industry did itself a bit of a disservice calling the vehicles semi-liquid,” Schwartz said during a shareholder presentation Thursday. “We just should have called them ‘sometimes not liquid at all.”’ Read More: Carlyle Shares Gain After Schwartz Unveils Growth Targets The industry’s push into retail wealth has attracted scrutiny over whether private investments are appropriate for individuals , who might be inclined to demand their money sooner than an institutional backer such as an endowment or pension. Retail products are sometimes marketed as “semi-liquid” because they allow quarterly or monthly redemptions until they hit a certain limit. The debate over such funds ramped up when Blue Owl Capital Inc. halted redemptions at a retail-focused credit fund after clients had begun making more withdrawal requests — fueled in part by concerns over its exposure to software firms vulnerable to disruption by artificial intelligence. “This is not about direct lending — this is about businesses being bought at really, really high multiples,” Schwartz said, adding that valuations on software companies fell before concerns about artificial intelligence intensified. In a call with analysts this month, Carlyle executives minimized the firm’s exposure to software and touted its strength in private equity sales. About 6% of its assets under management are in the sector. Carlyle said last month that its wealth business has almost doubled since Schwartz became CEO in 2023.
RHJ/iStock via Getty Images Lynas Rare Earths ( LYSCF ) ( LYSDY ) -1.2% in Thursday's trading after the Australian company reported its best H1 profit in three years, helped by higher sales volumes and commodity prices, but missed expectations; the company also did not declare an interim dividend. The world's largest rare earths producer outside China said net profit after tax for the six months e...
RHJ/iStock via Getty Images Lynas Rare Earths ( LYSCF ) ( LYSDY ) -1.2% in Thursday's trading after the Australian company reported its best H1 profit in three years, helped by higher sales volumes and commodity prices, but missed expectations; the company also did not declare an interim dividend. The world's largest rare earths producer outside China said net profit after tax for the six months ended December 31 totaled A$80.2M (US$57.1M), far surpassing the A$5.9M profit posted in the year-earlier period, but the result missed the A$91.8M analyst consensus estimate by Visible Alpha. Lynas ( LYSCF ) ( LYSDY ) cited power failures last November at its Kalgoorlie plant in Western Australia for causing a notable production slump and higher cost of sales. The company has seen "significant demand" from magnet makers in Japan and is in talks with the Trump administration for a potential offtake agreement with the U.S., CEO Amanda Lacaze said on its earnings conference call . Lacaze also said the average China domestic price of NdPr, used in magnets for motors and turbines, rose to $74/kg in December 2025 from $56/kg at the end of 2024, and prices for the company's major product have climbed even higher to more than $111/kg since the previous reporting period ended. More on Lynas Rare Earths Lynas Rare Earths: Rare Earth Reserve Opportunity Lynas Rare Earths: Strategically Positioned, But Premium Priced In