Earnings Call Insights: Lamb Weston (LW) Q3 fiscal 2026 Management View “In the third quarter, we delivered another solid performance... The fifth quarter in a row of in line or better results,” supported by “our updated fiscal 2026 outlook including a tighter guidance range and a higher midpoint of net sales and EBITDA,” Mike Smith said (President, CEO & Director Mike Smith). Smith highlighted No...
Earnings Call Insights: Lamb Weston (LW) Q3 fiscal 2026 Management View “In the third quarter, we delivered another solid performance... The fifth quarter in a row of in line or better results,” supported by “our updated fiscal 2026 outlook including a tighter guidance range and a higher midpoint of net sales and EBITDA,” Mike Smith said (President, CEO & Director Mike Smith). Smith highlighted North America momentum, saying “customer wins, share gains and strong retention delivered 12% volume growth and 5% net sales growth in the segment,” while adding the company grew “while restaurant traffic and consumer sentiment have been soft” (President, CEO & Director Smith). On international actions, Smith said the company is responding to a European surplus and softer demand, noting it “announced the closure of our Munro, Argentina plant,” began “temporarily curtailing our production line in the Netherlands,” and “doesn't plan to resume production in 1 of its previously curtailed Australia locations” (President, CEO & Director Smith). Smith described the strategy shift: “This strategy is a departure from Lamb Weston's previous focus on growth and scale,” adding it is now “a customer and return-centric framework,” and reiterated the cost program: “we set a target of $250 million in cost savings by fiscal year-end 2028” (President, CEO & Director Smith). “Third quarter net sales increased 3%, including a $47 million benefit from foreign currency translation,” and “adjusted EBITDA declined $101 million compared to last year, to $272 million,” Bernadette Madarieta said (Chief Financial Officer Bernadette Madarieta). Outlook The company raised and narrowed fiscal 2026 guidance: “We currently expect net sales in the range of $6.45 billion to $6.55 billion,” and “adjusted EBITDA is now expected to be in the range of $1.08 billion to $1.14 billion,” Madarieta said (Chief Financial Officer Madarieta). For Q4 profitability cadence, management said: “Adjusted gross margin is expecte...
FeelPic/iStock via Getty Images As the Middle East conflict persists, supply-risk fears are driving oil prices higher—while gold slips as investors search for safe havens. Humza Hussain, VP and Director, Commodities at TD Asset Management, lays out the key bullish and bearish scenarios for both commodities. Transcript Anthony Okolie: The continuing conflict in the Middle East is pushing the price ...
FeelPic/iStock via Getty Images As the Middle East conflict persists, supply-risk fears are driving oil prices higher—while gold slips as investors search for safe havens. Humza Hussain, VP and Director, Commodities at TD Asset Management, lays out the key bullish and bearish scenarios for both commodities. Transcript Anthony Okolie: The continuing conflict in the Middle East is pushing the price of crude oil higher, with both Brent and WTI sitting above $100 a barrel. But at the same time, gold is on track for its worst month in close to 17 years. Joining us now to discuss these trends is Humza Hussain, Vice President and Director for Commodities at TD Asset Management. Humza, welcome to the show. Thanks for joining us. Humza Hussain: Happy to be here, Anthony. Anthony Okolie: All right. So let's start with your outlook for energy. And what are some of the possible scenarios that you see playing out for the oil and natural gas sector? Humza Hussain: The potential outcomes of what happens are so diverse. I don't think anybody can say with any level of confidence what's going to happen. But I think even today, the market -- so I was on a few weeks ago. And, at that time, we were of the view that the market doesn't appreciate the magnitude of what's going on. So today, we're on day 31. I would say the market has a little bit better appreciation for what's going on. But it still does not fully appreciate the magnitude of the interruption. So the array of outcomes is quite wide. From the extreme end, we could stay in this state of where the Strait stays closed for an extended period of time. If we do that, then oil is going up in a straight line. And it's going to go up to a level until you get to a point where you start to destroy demand. And so that effectively means you're going to push the world into recession. And from a historical perspective, you need to get oil roughly to a level where it represents 8% to 12% of your consumption. And that level would be oil abov...
JuSun RTX ( RTX ) on Wednesday said its BBN Technologies unit released an open-source software toolkit designed to help cybersecurity teams model and test covert communication systems, a capability increasingly relevant in contested digital environments. The toolkit, called Maude-HCS, was developed with funding from Defense Advanced Research Projects Agency under its PWND2 program. It is available...
JuSun RTX ( RTX ) on Wednesday said its BBN Technologies unit released an open-source software toolkit designed to help cybersecurity teams model and test covert communication systems, a capability increasingly relevant in contested digital environments. The toolkit, called Maude-HCS, was developed with funding from Defense Advanced Research Projects Agency under its PWND2 program. It is available on GitHub and is intended for use by government, academic and industry researchers working on secure communications. Covert communication systems are designed to hide not just the content of messages but also the existence of the communication itself, embedding signals within ordinary network traffic. Such systems are used in scenarios where visibility could expose users to surveillance or retaliation, including military operations and sensitive journalistic work. According to RTX ( RTX ), the software allows users to estimate key performance metrics such as latency, throughput and the likelihood of detection before deployment. The company said its modeling results fall within a 1% to 9% margin of error compared with controlled experimental tests. The toolkit is designed to reduce the need for prolonged trial-and-error testing by automating analysis, enabling users to evaluate system designs in hours rather than weeks. It can run on standard computing hardware and is structured to scale with network size, making it suitable for larger, enterprise-level simulations. RTX ( RTX ) also said the open-source release is intended to encourage collaboration across research institutions and government labs, potentially shortening development timelines for secure communication systems. Research related to Maude-HCS has been published as a preprint on the online repository arXiv. More on RTX Corporation RTX Corporation (RTX) Stock Analysis: 36 Years Of Dividends Vs. Quant "Hold" | 2-Minute Analysis RTX Corp.: America's Missiles Shortage Changes Everything For The Stock RTX Corporation...
Nebius Group’s fair value estimate has shifted from about US$159.29 to roughly US$165.85, reflecting updated assumptions in the latest analyst models. That change sits against a backdrop of busy Street research, with views being refreshed after new AI infrastructure contracts, financing plans, and earnings details. As you read on, you will see how this evolving narrative is taking shape and how to...
Nebius Group’s fair value estimate has shifted from about US$159.29 to roughly US$165.85, reflecting updated assumptions in the latest analyst models. That change sits against a backdrop of busy Street research, with views being refreshed after new AI infrastructure contracts, financing plans, and earnings details. As you read on, you will see how this evolving narrative is taking shape and how to track it over time. Analyst Price Targets don't always capture the full story. Head over to our...
Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including Intel stocks (INTC) riding high after agreeing to repurchase 49% equity interest in a joint chip venture in Ireland from Apollo Global Management (APO).Shares of Cal-Maine Foods (CALM) are also rising after posting third quarter earnings.Stay up to date on the latest market...
Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including Intel stocks (INTC) riding high after agreeing to repurchase 49% equity interest in a joint chip venture in Ireland from Apollo Global Management (APO).Shares of Cal-Maine Foods (CALM) are also rising after posting third quarter earnings.Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.
Amazon's Cloud Unit In Bahrain "Disrupted" By Iranian Strike Just one day after the Islamic Revolutionary Guard Corps threatened U.S. companies across the Middle East, the Financial Times reported late Tuesday morning that an IRGC strike had damaged Amazon's cloud computing infrastructure in Bahrain. The FT cited Bahrain's interior ministry, which said civil defense teams were "extinguishing a fir...
Amazon's Cloud Unit In Bahrain "Disrupted" By Iranian Strike Just one day after the Islamic Revolutionary Guard Corps threatened U.S. companies across the Middle East, the Financial Times reported late Tuesday morning that an IRGC strike had damaged Amazon's cloud computing infrastructure in Bahrain. The FT cited Bahrain's interior ministry, which said civil defense teams were "extinguishing a fire in a facility of a company as a result of the Iranian aggression." Local authorities did not identify the company, disclose the type of air-delivered munition used, and/or provide further operational details about the strike. But according to a person familiar with the incident cited by the FT reporters, the damaged site was part of Amazon's cloud computing operation, a reminder that civilian infrastructure, such as data centers and other digital infrastructure, is increasingly exposed to cheap one-way attack unmanned aerial systems. Amazon's Service Health page on its website shows that AWS is " Disrupted " in the Bahrain operating area. The IRGC strike on the Amazon facility in Bahrain comes one day after Sepah News , the IRGC's official news outlet, named 18 U.S. companies with operations in the Middle East that are now considered "legitimate targets." "From now on, for every assassination, an American company will be destroyed," an IRGC-affiliated news outlet said. The list of companies also included Cisco, HP, Intel, Oracle, IBM, Dell, Palantir, JPMorgan, Tesla, GE, Spire Solutions, Boeing, and UAE-based artificial intelligence company G42. Let's not forget that IRGC forces struck AWS data centers in the Middle East in early March, causing outages in a number of apps and digital services across the United Arab Emirates. The U.S.-Iran conflict has taught the world that civilian infrastructure, more importantly, data centers , has become a target, and as we warned even before the conflict erupted, there will be a push for counter-UAS technology at these facilities, as ...
Omeros Corporation ( OMER ) added ~14%, posting its best intraday gain since December on Wednesday after the company reported better-than-expected earnings with its Q4 2025 financials, thanks mainly to a partnership with Novo Nordisk ( NVO ). Shares of the Seattle, Washington-based biotech surged in October after the Danish drugmaker reached a deal worth up to $2.1B to obtain exclusive global righ...
Omeros Corporation ( OMER ) added ~14%, posting its best intraday gain since December on Wednesday after the company reported better-than-expected earnings with its Q4 2025 financials, thanks mainly to a partnership with Novo Nordisk ( NVO ). Shares of the Seattle, Washington-based biotech surged in October after the Danish drugmaker reached a deal worth up to $2.1B to obtain exclusive global rights to Omeros' ( OMER ) rare disease therapy, zaltenibart (formerly known as OMS906). The company posted $86.5M in net income for Q4 compared to a net loss of $31.4M in the prior year period as the zaltenibart deal led to a $237.6M net gain comprising $240.0M in upfront cash from Novo ( NVO ) adjusted for $2.4M in transaction costs. However, excluding a $136.0M non-cash charge linked to a derivative transaction, the company reported $222.5M in non-GAAP EPS, exceeding the consensus by $2.78 per share. Commenting on the commercial rollout of its recently approved transplant therapy, Yartemlea, Omeros ( OMER ) stated that its distribution and sales activities started in January, directly targeting transplant centers across the U.S. “These successes are expected to fuel the development of a growing portfolio of commercial products from our robust pipeline as we target positive cash flow in 2027,” CEO Gregory Demopulos added. More on Omeros Omeros Corporation (OMER) Q4 2025 Earnings Call Transcript Omeros: Yartemlea Can Own The Label And Still Split The Market Omeros Corporation (OMER) Discusses FDA Approval and Commercialization Plans for YARTEMLEA in TA-TMA Treatment Transcript Omeros expects YARTEMLEA to be financially self-sustaining in 2026 and targets positive cash flow in 2027 Omeros Non-GAAP EPS of $3.14 beats by $2.78
Since the US-Israel attacks against Iran broke out just over a month ago, most global energy markets have rallied on concerns over supply disruptions. But in West Texas, natural gas prices are dirt cheap — and now look set to stay lower for longer. Plentiful supplies means that prices in the Permian Basin — home to roughly a quarter of US gas production — have collapsed, trading below zero most of...
Since the US-Israel attacks against Iran broke out just over a month ago, most global energy markets have rallied on concerns over supply disruptions. But in West Texas, natural gas prices are dirt cheap — and now look set to stay lower for longer. Plentiful supplies means that prices in the Permian Basin — home to roughly a quarter of US gas production — have collapsed, trading below zero most of this year already. Now there are signs that the price dislocations will likely continue into next year and the following one. The reason is simple: Higher crude prices in the wake of the war in Iran means that oil producers are expected to keep pumping. But when companies drill for oil in the Permian, they also get natural gas — whether they want it or not. And there’s not enough pipeline capacity to transport all that gas into export markets. Discounts for Permian gas in 2027 and 2028 are now markedly steeper than they were before the war began as traders position for prolonged oversupply. Gas prices for delivery in 2027 at the West Texas Waha trading hub are at a discount of $1.31 per million British thermal units below the US benchmark. For 2028, the discount is $1.33, according to Intercontinental Exchange data. By comparison, just before the war broke out in late February, the 2027 level was 96 cents, while for 2028 it was 92 cents, according to forward curve data from Argus Media. Read More: Negative West Texas Gas Prices Reveal Global Energy Mismatch Cheaper natural gas prices in the US can help to ease some of the inflation pressure unleashed by the recent surge in other energy markets. Americans are now paying, on average, more than $4 for a gallon of gasoline for the first time since 2022. And businesses are also dealing with the impact of higher costs for oil products like diesel and jet fuel. Natural gas is used in home heating and as a power-plant fuel. Permian Pipelines While a wave of new Permian pipelines are set to enter service in the coming years, provid...
The International Monetary Fund , the World Bank Group and the International Energy Agency said they’ll work together to respond to the economic fallout of the Iran war. The organizations agreed to share data, coordinate policy advice, and mobilize relevant stakeholders to support countries in need, according to the joint statement issued Wednesday. They will also assess countries’ potential finan...
The International Monetary Fund , the World Bank Group and the International Energy Agency said they’ll work together to respond to the economic fallout of the Iran war. The organizations agreed to share data, coordinate policy advice, and mobilize relevant stakeholders to support countries in need, according to the joint statement issued Wednesday. They will also assess countries’ potential financing needs. “The impact is substantial, global, and highly asymmetric, disproportionately affecting energy importers, in particular low-income countries,” according to a statement from the heads of the three institutions. The conflict in the Middle East has disrupted global supply chains and squeezed some developing economies, driving up oil, gas and fertilizer prices while raising concern about food inflation. Brent crude was trading around $100 a barrel on Wednesday, roughly 40% higher than before the US-Israeli attack against Iran on Feb. 28. Supply chains for helium, phosphate, aluminum and other commodities have also been affected, the leaders noted, as has flight travel. Beyond the energy disruption, higher food and fertilizer prices are affecting some countries from the Middle East to Latin America, with low-income economies at risk of food insecurity, the IMF warned in a blog post on Monday. The interruption of crop-nutrient supplies from the Gulf comes just as planting season begins in the northern hemisphere, threatening harvests through the year. The conflict and its economic impact is sure to be a key topic when policymakers gather for the spring IMF-World Bank meetings April 13-18.
Lifeway Foods ( LWAY ) soared in Wednesday afternoon trading after the Illinois-based company issued preliminary first-quarter results. The health food company expects sales for Q1 to be in the range of $60.8M to $62.3M, which would mark a year-over-year increase of 32% to 35% and easily top the consensus estimate of analysts. The strong sales quarter was noted to reflect continued momentum across...
Lifeway Foods ( LWAY ) soared in Wednesday afternoon trading after the Illinois-based company issued preliminary first-quarter results. The health food company expects sales for Q1 to be in the range of $60.8M to $62.3M, which would mark a year-over-year increase of 32% to 35% and easily top the consensus estimate of analysts. The strong sales quarter was noted to reflect continued momentum across Lifeway's ( LWAY ) core kefir and farmer cheese portfolio, with strong consumer demand for protein-rich, probiotic foods. "We are entering 2026 with strong velocity across our business and continued demand for Lifeway's category-leading kefir and farmer cheese," highlighted CEO Julie Smolyansky. "Our focus remains on expanding distribution, driving innovation, and delivering consistent, profitable growth as we build on our leadership in the fermented dairy space," she added. Notably, Lifeway Foods ( LWAY ) has recorded six consecutive years of volume-led annual sales growth. Shares of Lifeway Foods ( LWAY ) were up 15.3% to $22.30 at 2:04 p.m. vs. the 52-week range of $17.31 to $34.20. More on Lifeway Foods Lifeway Foods: Fairly Valued Relative To Growth (Rating Downgrade) Lifeway Foods: A Special Situation Becomes A Growth Story (Rating Upgrade) Lifeway Foods, Inc. (LWAY) Q4 2025 Earnings Call Prepared Remarks Transcript Lifeway Foods Non-GAAP EPS of $0.16, revenue of $55.4M Seeking Alpha’s Quant Rating on Lifeway Foods