Sekisui House, Ltd. press release ( SKHSY ): FY Non-GAAP EPS of ¥358.07. Revenue of ¥4,197.9B. More on Sekisui House, Ltd. Seeking Alpha’s Quant Rating on Sekisui House, Ltd. Historical earnings data for Sekisui House, Ltd. Financial information for Sekisui House, Ltd.
Sekisui House, Ltd. press release ( SKHSY ): FY Non-GAAP EPS of ¥358.07. Revenue of ¥4,197.9B. More on Sekisui House, Ltd. Seeking Alpha’s Quant Rating on Sekisui House, Ltd. Historical earnings data for Sekisui House, Ltd. Financial information for Sekisui House, Ltd.
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET Call participants Executive Chairman and Interim President and CEO — J. Casey Crenshaw President and CFO — Andrew Lewis Puhala Takeaways Revenue -- Decreased 23% year over year, primarily due to the conclusion of two major multiyear contracts in marine bunkering and power generation. -- Decreased 23% year over year, primarily due ...
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET Call participants Executive Chairman and Interim President and CEO — J. Casey Crenshaw President and CFO — Andrew Lewis Puhala Takeaways Revenue -- Decreased 23% year over year, primarily due to the conclusion of two major multiyear contracts in marine bunkering and power generation. -- Decreased 23% year over year, primarily due to the conclusion of two major multiyear contracts in marine bunkering and power generation. Adjusted EBITDA -- $1.5 million, down from $4 million year over year, with margin at 11.5% compared to 23.2% last year. -- $1.5 million, down from $4 million year over year, with margin at 11.5% compared to 23.2% last year. Liquidity -- $10.2 million at quarter-end, including $7.5 million in cash and approximately $2.7 million in credit facility availability. -- $10.2 million at quarter-end, including $7.5 million in cash and approximately $2.7 million in credit facility availability. Capital expenditures -- $3.1 million, focused on early engineering and long-lead items for the proposed Galveston facility. -- $3.1 million, focused on early engineering and long-lead items for the proposed Galveston facility. Marine bunkering revenue -- Declined 42% year over year due to contract completion and limited Jones Act vessel availability. -- Declined 42% year over year due to contract completion and limited Jones Act vessel availability. Power generation revenue -- Dropped 56% year over year following the conclusion of a large contract. -- Dropped 56% year over year following the conclusion of a large contract. Aerospace revenue -- Increased 17% year over year on heightened commercial launch activity. -- Increased 17% year over year on heightened commercial launch activity. Industrial revenue -- Rose 12% year over year, offsetting some segment declines. -- Rose 12% year over year, offsetting some segment declines. Major contract win -- Announced a $200 million, two-year agreement beginning ...
The Department of Justice, which has been criticized for withholding files about Jeffrey Epstein from the public, plans to release a new batch of documents related to the notorious sex offender "fairly soon," MS Now reported Thursday, citing a person familiar with the matter. The development comes a day after the House Oversight Committee approved a motion to subpoena Attorney General Pam Bondi to...
The Department of Justice, which has been criticized for withholding files about Jeffrey Epstein from the public, plans to release a new batch of documents related to the notorious sex offender "fairly soon," MS Now reported Thursday, citing a person familiar with the matter. The development comes a day after the House Oversight Committee approved a motion to subpoena Attorney General Pam Bondi to be questioned about the DOJ's handling of its investigations of Epstein, and documents about him that it is required by law to release to the public. This is breaking news. Please refresh for updates.
Aramco's shift to using the Red Sea route for shipments underscores the risks associated with the Strait of Hormuz, a critical chokepoint through which about 20% of global oil trade passes. Alaric Nightingale has more on "Bloomberg Open Interest." (Source: Bloomberg)
Aramco's shift to using the Red Sea route for shipments underscores the risks associated with the Strait of Hormuz, a critical chokepoint through which about 20% of global oil trade passes. Alaric Nightingale has more on "Bloomberg Open Interest." (Source: Bloomberg)
Key Points ImmunityBio's recently approved cancer drug has plenty of momentum. However, valuation concerns and clinical and regulatory uncertainty make the stock risky. Merck, a well-established oncology specialist, is a much safer bet for investors. 10 stocks we like better than Merck › Oncology is the largest therapeutic area in the biopharma industry, in terms of sales. The rapid rise in recent...
Key Points ImmunityBio's recently approved cancer drug has plenty of momentum. However, valuation concerns and clinical and regulatory uncertainty make the stock risky. Merck, a well-established oncology specialist, is a much safer bet for investors. 10 stocks we like better than Merck › Oncology is the largest therapeutic area in the biopharma industry, in terms of sales. The rapid rise in recent years of drugs to treat diabetes and manage weight loss might disrupt the traditional hierarchy, but it's safe to say that oncology will remain one of the most lucrative areas. ImmunityBio (NASDAQ: IBRX) is a mid-cap drugmaker making waves in this niche right now; the company's shares have soared over the last 12 months. Although ImmunityBio appears promising, investors looking to bet on cancer therapies over the long run should opt for a larger, safer stock. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » One that investors should consider today is Merck (NYSE: MRK). Here's the rundown. ImmunityBio's impressive sales growth ImmunityBio developed a medicine called Anktiva, which, in 2024, earned approval in the U.S. for invasive bladder cancer. Anktiva made tremendous progress last year. For 2025, ImmunityBio reported total revenue of $113 million, about 668% higher than the previous year. In fairness, since Anktiva was only approved in April 2024 (and launched later), it spent only about half of that year on the market. So the sales growth compared to 2025, when it was on the market for the entire year, isn't entirely apples-to-apples. Anktiva clearly has plenty of momentum, and ImmunityBio doesn't think it will stop. The company is gearing up to launch it in other regions, including the European Union and Saudi Arabia. Furthermore, the biotech company is planning some label expansions for the medicine....
Iran War Puts Ukraine Peace Talks On Hold, As Gulf Venue Under Attack The Russia-Ukraine war, having just last month entered its fifth year, continues experiencing spillover effects from the Trump-ordered Operation Epic Fury in Iran. Ukrainian President Volodymyr Zelensky has newly announced (overnight) that trilateral peace talks with Russia and the United States are on hold due to the Iran war ....
Iran War Puts Ukraine Peace Talks On Hold, As Gulf Venue Under Attack The Russia-Ukraine war, having just last month entered its fifth year, continues experiencing spillover effects from the Trump-ordered Operation Epic Fury in Iran. Ukrainian President Volodymyr Zelensky has newly announced (overnight) that trilateral peace talks with Russia and the United States are on hold due to the Iran war . In his nightly address, Zelensky said Ukraine remains in constant contact with Washington but the diplomatic process has paused : "We continue to engage with the United States practically on a daily basis. For now, because of the situation with Iran, the necessary signals for a trilateral meeting haven’t come yet." Zelensky has appeared cool on the prospect of talks settling the war in the first place , given he's been feeling pressure from Washington to abandon territory in the east, which he doesn't want to do. Prior White House file image. There were plans for another round of negotiations in early March , after three rounds have already taken place. Top Ukrainian officials met envoys from the Trump White House in Geneva on February 26 in order to prepare for a fourth round of negotiations - but merely two days later the United States and Israel launched attacks on Iran, shifting Washington’s attention to the expanding Middle East conflict . Zelensky, however, has said Ukraine is ready to resume the diplomatic track once conditions allow. "As soon as the security situation and the broader political context allow us to resume the trilateral diplomatic work, it will be done. Ukraine is ready for it," he explained. The venue is also likely to be changed, given the next meeting was planned for Abu Dhabi in the United Arab Emirates . Of course, these Gulf locations are currently under various waves of Iranian ballistic missile and drone attacks, given they are US allies and American bases are hosted in the region. The only area of progress between Moscow and Kiev is on the p...
Mohamad Faizal Bin Ramli/iStock via Getty Images Investment Approach Fidelity® Municipal Income Fund is a diversified national municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each securit...
Mohamad Faizal Bin Ramli/iStock via Getty Images Investment Approach Fidelity® Municipal Income Fund is a diversified national municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each security. The fund's interest rate sensitivity is targeted closely to that of its benchmark to prevent interest rate speculation from overwhelming research-based strategies that we deem to have a higher likelihood of long-term success. We emphasize a total-return approach that seeks to generate a high level of tax-exempt income, consistent with the preservation of capital. Performance Summary Cumulative Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOF 1 Fidelity Municipal Income Fund Gross Expense Ratio: 0.43% 2 1.70% 4.31% 4.31% 4.34% 0.97% 2.51% Bloomberg Municipal Bond Index 1.56% 4.25% 4.25% 3.88% 0.80% 2.34% Bloomberg 3+ Year Municipal Bond Index 1.67% 4.30% 4.30% 3.97% 0.69% 2.44% Lipper General & Insured Municipal Debt Funds Classification 1.41% 3.35% 3.35% 4.03% 0.56% 2.13% Morningstar Fund Muni National Long 1.54% 3.34% 3.34% 4.21% 0.44% 2.11% Click to enlarge 1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 12/01/1977. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year, or estimated amounts for the current fiscal year in the case of a newly launched fund. It does not include any fee waivers or reimbursements, which would be reflected in the fund's net expense ratio. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance stated. Performance shown is that of ...
AMD Ryzen 9 9900X Price Cut Get Zen 5 Performance for $373.81 The AMD Ryzen 9 9900X is now on sale on Amazon for $373.81. That is 25 percent off the original price of $499.00. As a high end chip in the Zen 5 line this 12 core 24 thread CPU is still a good pick for tough tasks and fast gaming in 2026. The Ryzen 9 9900X is made with a 4nm Zen 5 process and fits in the Socket AM5 platform. Looking at...
AMD Ryzen 9 9900X Price Cut Get Zen 5 Performance for $373.81 The AMD Ryzen 9 9900X is now on sale on Amazon for $373.81. That is 25 percent off the original price of $499.00. As a high end chip in the Zen 5 line this 12 core 24 thread CPU is still a good pick for tough tasks and fast gaming in 2026. The Ryzen 9 9900X is made with a 4nm Zen 5 process and fits in the Socket AM5 platform. Looking at what is inside Cores 12 Cores / 24 Threads Clock Rates 4.4 GHz Base / 5.6 GHz Max Cache 76 MB total (L2+L3) Memory DDR5 5600 (official) can go faster if you overclock Design Zen 5 better at doing more per clock cycle than older models Keep in mind that this processor can be overclocked so you can push it harder. But it does not come with a cooler so you will need to get a good air or liquid cooler that can handle the 9900X. You will also need a Socket AM5 motherboard. It works with PCIe 5.0 on 600 series or newer boards (like X670E B650E or the 800 series) which means fast data speeds for new SSDs and graphics cards. For $373.81 the Ryzen 9 9900X is a good deal if you need more than 8 cores for things like video editing 3D work or streaming but still want great gaming performance. With more than 1300 reviews and a 4.8 star rating it is still a good choice if you want to get the most out of the AM5 platform for a while. Grab the AMD Ryzen 9 9900X on amazon for $373.81
Nebius Group N.V. NBIS recently announced that the Independence City Council has approved the Chapter 100 industrial development incentive plan for its proposed AI factory campus in Independence. This will enable it to proceed with the construction of the large-scale AI infrastructure project. The planned Independence AI factory is expected to support a potential capacity of up to 1.2 gigawatts, m...
Nebius Group N.V. NBIS recently announced that the Independence City Council has approved the Chapter 100 industrial development incentive plan for its proposed AI factory campus in Independence. This will enable it to proceed with the construction of the large-scale AI infrastructure project. The planned Independence AI factory is expected to support a potential capacity of up to 1.2 gigawatts, making it Nebius’ largest AI facility in the United States to date and a key milestone in the company’s U.S. expansion strategy. Nebius already operates in the Kansas City region and views the new campus as central to its long-term growth in the country. The 400-acre, multi-building campus is projected to create about 1,200 construction jobs and around 130 permanent high-tech roles once fully operational. The facility will feature a closed-loop cooling system to keep water usage comparable to that of a typical office building, along with built-in noise-reduction technology. It will connect to Independence Power & Light and is structured so that the project will not increase residential electricity rates. Under the approved agreement, Nebius will make Payments in Lieu of Taxes (PILOT) expected to deliver more than $650 million over 20 years to the city, local school districts and other taxing authorities. The company has also outlined community initiatives, including STEM and AI education programs, workforce development support, assistance for first responders and a Community Engagement Panel to maintain ongoing dialogue with residents. Nebius is aggressively expanding its infrastructure, having secured more than 2 gigawatts of contracted power with plans to surpass 3 gigawatts, and remains on track to deliver 800 megawatts to 1 gigawatt of data center capacity by the end of 2026. For 2026, the company expects revenue of $3 billion to $3.4 billion, with an annualized run-rate revenue target of $7 billion to $9 billion by year-end. Taking a Look at NBIS’ Competitors CoreWeave ...
Image source: The Motley Fool. March 5, 2026 CALL PARTICIPANTS President and Chief Executive Officer — John D. Lowe Interim Chief Financial Officer — Tara Grantham Vice President, Investor Relations and Corporate Communications — Michael A. Salop TAKEAWAYS Revenue -- $153 million in the fourth quarter, up 22%, driven by an $18 million contribution from ArrowEye and double-digit organic growth in t...
Image source: The Motley Fool. March 5, 2026 CALL PARTICIPANTS President and Chief Executive Officer — John D. Lowe Interim Chief Financial Officer — Tara Grantham Vice President, Investor Relations and Corporate Communications — Michael A. Salop TAKEAWAYS Revenue -- $153 million in the fourth quarter, up 22%, driven by an $18 million contribution from ArrowEye and double-digit organic growth in the debit and credit portfolio. -- $153 million in the fourth quarter, up 22%, driven by an $18 million contribution from ArrowEye and double-digit organic growth in the debit and credit portfolio. Debit and Credit Segment Revenue -- Increased 40%, with 20% organic growth, supported by higher sales of contactless cards and strong instant issuance performance. -- Increased 40%, with 20% organic growth, supported by higher sales of contactless cards and strong instant issuance performance. Prepaid Revenue -- Declined 27% due to prior-year comparables, but rose 4% sequentially from the third quarter; full-year decline was 3% after adjusting for a revenue recognition accounting change. -- Declined 27% due to prior-year comparables, but rose 4% sequentially from the third quarter; full-year decline was 3% after adjusting for a revenue recognition accounting change. Gross Profit Margin -- 31.5% for the quarter, down from 34.1%, but higher than Q3's 29.7%; decline attributed to increased production costs, depreciation, tariffs, and unfavorable sales mix. -- 31.5% for the quarter, down from 34.1%, but higher than Q3's 29.7%; decline attributed to increased production costs, depreciation, tariffs, and unfavorable sales mix. Adjusted EBITDA -- Increased 34% to $29.4 million in the quarter; margin expanded 170 basis points to 19.2% from 17.5%, reflecting operating leverage on sales growth. -- Increased 34% to $29.4 million in the quarter; margin expanded 170 basis points to 19.2% from 17.5%, reflecting operating leverage on sales growth. Net Income -- Rose 9% in the fourth quarter to $...
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Amanda Baldwin Chief Operating Officer and Chief Financial Officer — Catherine Dunleavy Vice President of Investor Relations — Michael Oriolo Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $105.1 million in the fourth quarter, up 4.3% year over ye...
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Amanda Baldwin Chief Operating Officer and Chief Financial Officer — Catherine Dunleavy Vice President of Investor Relations — Michael Oriolo Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $105.1 million in the fourth quarter, up 4.3% year over year, led by holiday demand in professional and direct-to-consumer (D2C) channels. -- $105.1 million in the fourth quarter, up 4.3% year over year, led by holiday demand in professional and direct-to-consumer (D2C) channels. Full-Year Revenue -- $423 million, flat compared to the prior year after an 8% decline in 2024 and 35% decline in 2023, signaling stabilization. -- $423 million, flat compared to the prior year after an 8% decline in 2024 and 35% decline in 2023, signaling stabilization. Adjusted EBITDA Margin -- 12.2% in the quarter versus 17.4% in the prior year's fourth quarter; full-year margin was 22.2%, down from 30.7% the previous year, reflecting increased marketing and personnel investments. -- 12.2% in the quarter versus 17.4% in the prior year's fourth quarter; full-year margin was 22.2%, down from 30.7% the previous year, reflecting increased marketing and personnel investments. Adjusted Gross Margin -- 70.6% in Q4, up 200 basis points year over year, attributed to supply chain improvements; full-year adjusted gross margin reached 71.8%, up 40 basis points. -- 70.6% in Q4, up 200 basis points year over year, attributed to supply chain improvements; full-year adjusted gross margin reached 71.8%, up 40 basis points. Professional Channel Sales -- $36.8 million in the quarter, advancing 18.9% year over year; full-year professional channel sales increased 5.5%, with growth led by U.S. innovation and a deliberate channel shift. -- $36.8 million in the quarter, advancing 18.9% year over year; full-year professional channel sales increased 5.5%, with growth led by U.S...
JHVEPhoto/iStock Editorial via Getty Images Introduction Since my last analysis on Western Digital ( WDC ), where I gave the company a Sell rating, it has remained relatively flat, with only a slight share appreciation of 3%. In fairness, I’ll say that the company delivered a strong set of Q2 FY2026 earnings that further cemented its position as the pure-play king of enterprise storage. But despit...
JHVEPhoto/iStock Editorial via Getty Images Introduction Since my last analysis on Western Digital ( WDC ), where I gave the company a Sell rating, it has remained relatively flat, with only a slight share appreciation of 3%. In fairness, I’ll say that the company delivered a strong set of Q2 FY2026 earnings that further cemented its position as the pure-play king of enterprise storage. But despite the impressive numbers, I believe that the underlying dynamics of my bearish thesis have not fundamentally changed, and, if anything, the risk-reward has gotten worse. With the most recent quarter in the books, the investor day developments, and the company now being completely sold out for 2026, I want to reassess if the current price offers any margin of safety for investors or if the stock is still running ahead of its fundamentals. Current Dynamics WDC posted a strong double beat during its Q2 FY2026, with revenue coming in at $3.02B, a 25% Y/Y increase, and a beat of around $110MM over the consensus. On the bottom line, Non-GAAP EPS stood at $2.13, a beat of 22 cents and a massive 78% Y/Y increase that really highlights the operating leverage embedded in the HDD business. This was primarily driven by the continued AI-fueled demand for nearline hard drives that is pushing both volumes and pricing higher. Diving deeper into the segments, the Cloud business was the undeniable star, generating $2.7B in revenue , which now represents a staggering 89% of total sales. This is up 28% Y/Y and confirms what I mentioned in my previous analysis about the company being almost entirely dependent on the hyperscale CapEx cycle. Client revenue came in at $176MM, up 26% Y/Y but only accounting for 6% of sales, while Consumer stood at $168MM, actually declining 3% Y/Y and making up a mere 5% of total revenue. This concentration is something that investors should closely monitor, as it makes WDC’s fortunes almost entirely tied to the spending patterns of a handful of cloud giants. On th...
A ship-to-ship bunkering operation for green methanol at Qingdao Port in Shandong province, March 2, 2026. Photo: VCG The Middle East conflict is driving up prices of methanol and other chemicals in China as geopolitical tensions fuel concerns over supply disruptions. The region — particularly Iran — is a major supplier of basic chemicals. Any disruption in the Strait of Hormuz could tighten globa...
A ship-to-ship bunkering operation for green methanol at Qingdao Port in Shandong province, March 2, 2026. Photo: VCG The Middle East conflict is driving up prices of methanol and other chemicals in China as geopolitical tensions fuel concerns over supply disruptions. The region — particularly Iran — is a major supplier of basic chemicals. Any disruption in the Strait of Hormuz could tighten global supply chains and pressure import-dependent markets such as China’s chemical sector.