Jim Taiclet spoke in earnings call as company expands contracts with the US government amid the Iran war Lockheed Martin’s CEO has called the Trump administration a “golden opportunity” for the company as it expands its contracting work for the federal government amid the conflict in the Middle East. In an earnings call on Thursday covering the first quarter of 2026, Lockheed Martin CEO Jim Taicle...
Jim Taiclet spoke in earnings call as company expands contracts with the US government amid the Iran war Lockheed Martin’s CEO has called the Trump administration a “golden opportunity” for the company as it expands its contracting work for the federal government amid the conflict in the Middle East. In an earnings call on Thursday covering the first quarter of 2026, Lockheed Martin CEO Jim Taiclet told investors that the company is well positioned “based on more available resources for us”. Continue reading...
J Studios/DigitalVision via Getty Images GE Vernova Inc. ( GEV ) has mapped out for margin-accretive growth across Power and Electrification, underpinned by a 5-year investment outlay of $1.4T by the utilities sector to expand, modernize, and harden the grid. With data center growth far from stalling, I believe GE Vernova’s opportunity may be undervalued by the market, particularly when considerin...
J Studios/DigitalVision via Getty Images GE Vernova Inc. ( GEV ) has mapped out for margin-accretive growth across Power and Electrification, underpinned by a 5-year investment outlay of $1.4T by the utilities sector to expand, modernize, and harden the grid. With data center growth far from stalling, I believe GE Vernova’s opportunity may be undervalued by the market, particularly when considering its integrated power generation, transmission, distribution, and orchestration infrastructure, positioned to effectively facilitate a microgrid for dedicated capacity. With the expectation of positive pricing power and higher production over the coming years, I am remaining bullish on GEV shares, reiterating my Strong Buy rating with a price target of $2,138/share at 43.83x eFY28 EV/aEBITDA. GE Vernova Operational Update Corporate Filings GE Vernova started FY26 on a high note as it nears its $200b backlog target, adding $13b in Q1 ’26 for a total backlog of $163b. Backlog growth in the quarter was largely driven by equipment orders, adding $76b to the backlog across Electrification, Power, and, to a lesser degree, Wind. Corporate Filings Strong demand for gas turbines is driving positive pricing pressure for GE Vernova, which may translate to stronger margins in the coming years as management remains prudent in managing a lean organization. Accordingly, management is expecting 10-20% in price increases for power equipment for new orders in 1H26 when compared to the close of FY25, acting as a positive growth catalyst for the top line and margins. In Q1 ’26, GE Vernova signed 21GW of gas turbine capacity, bringing its capacity under contract up from 83GW in Q4 ’25 to 100GW. New orders for the Power segment totaled $10b for a book-to-bill ratio of 2.01x. Operationally, the power segment delivered durable top-line growth with a 469 bps adjusted EBITDA margin expansion when compared to the previous year’s quarter. In addition to this, capacity expansion is expected to begin d...
Apple fixed a security bug that made it possible for cops to access content from deleted Signal messages. Vulnerable users hoping to evade law enforcement surveillance often use encrypted apps like Signal to communicate sensitive information. That's why users felt blindsided when 404 Media reported that Apple was unexpectedly storing push notifications displaying parts of encrypted messages for up...
Apple fixed a security bug that made it possible for cops to access content from deleted Signal messages. Vulnerable users hoping to evade law enforcement surveillance often use encrypted apps like Signal to communicate sensitive information. That's why users felt blindsided when 404 Media reported that Apple was unexpectedly storing push notifications displaying parts of encrypted messages for up to a month. This occurred even after the message was set to disappear and the app itself was deleted from the device. 404 Media flagged the issue after speaking to multiple people who attended a hearing where the FBI testified that it "was able to forensically extract copies of incoming Signal messages from a defendant’s iPhone, even after the app was deleted, because copies of the content were saved in the device’s push notification database." The shocking revelation came in a case that 404 Media noted was "the first time authorities charged people for alleged 'Antifa' activities after President Trump designated the umbrella term a terrorist organization." Read full article Comments
NRedmond/iStock via Getty Images Introduction Traeger’s ( COOK ) performance since its IPO back in 2021 has been nothing but a disaster. Its share price is down over 96% in just 4-5 years, but it looks like there may be something happening in terms of a turnaround. However, it is too early to tell and definitely not worth gambling on for now. Briefly On Performance Starting from the top, over the ...
NRedmond/iStock via Getty Images Introduction Traeger’s ( COOK ) performance since its IPO back in 2021 has been nothing but a disaster. Its share price is down over 96% in just 4-5 years, but it looks like there may be something happening in terms of a turnaround. However, it is too early to tell and definitely not worth gambling on for now. Briefly On Performance Starting from the top, over the last three years, the company saw a boost at one point, but then that dissipated by the end of 2025. Seeking Alpha In the latest quarter, Q4 ’25 , revenues came in at around $145.4 million , down another 14% y/y, but it did beat estimates by $10.35 million . Grill revenues decreased 22.3% to $60.6 million, which makes sense since it was the winter season. Consumables revenues increased almost 16% in the latest quarter to $35.5 million, while accessories revenues decreased 18% to $49.2 million. I expect this to pick up in later quarters, but I don’t think they are going to break the overall downtrend. Looking at the company’s profitability, margins across the board have improved dramatically since mid-’23. Back in 2023, the company was dealing with post-pandemic inventory correction, with retailer destocking and weak consumer demand, but management was very proactive during that time and right-sized inventories. These efforts helped simplify the business, which led to the improvement you see below. The company was deep in the red and continues to be so, but it is close to pulling itself out of the hole. The company’s restructuring and goodwill charges put it deep in the red at the end of FY25. Seeking Alpha There’s no point in looking at other efficiency metrics like ROA and ROE because the bottom line is in the red, so they would be in the red as well. Let’s move on to the company’s financial position. Traeger finished the year with around $19.6 million in cash and equivalents against $400 million in debt. That is a lot of debt for what has become a rather small company wit...
In this episode of Motley Fool Money, Motley Fool Personal Finance Expert Robert Brokamp speaks with Ben Carlson, director of Institutional Asset Management at Ritholtz Wealth Management, writer behind the “A Wealth of Common Sense” blog, co-host of the Animal Spirits podcast, an
In this episode of Motley Fool Money, Motley Fool Personal Finance Expert Robert Brokamp speaks with Ben Carlson, director of Institutional Asset Management at Ritholtz Wealth Management, writer behind the “A Wealth of Common Sense” blog, co-host of the Animal Spirits podcast, an
Key PointsAfter years of trying to pick individual sector and theme winners, I switched my portfolio up to focus on broad U.S. and international stock ETFs.
Key PointsAfter years of trying to pick individual sector and theme winners, I switched my portfolio up to focus on broad U.S. and international stock ETFs.
West Pharmaceutical posts 46.9% EPS growth and beats estimates as strong segment demand lifts revenues, prompting a higher 2026 outlook and margin expansion.
West Pharmaceutical posts 46.9% EPS growth and beats estimates as strong segment demand lifts revenues, prompting a higher 2026 outlook and margin expansion.
Comcast Corporation (NASDAQ: CMCSA) stock jumped 8.8% through noon ET after soundly beating analyst targets for Q1 sales and earnings. Heading into the report, analysts expected Comcast to earn only $0.72 per share on sales of $30.4 billion. In fact, Comcast earned $0.79 per share on $31.5 billion in sales, beating on both top and bottom lines. Image source: Getty Images. Continue reading
Comcast Corporation (NASDAQ: CMCSA) stock jumped 8.8% through noon ET after soundly beating analyst targets for Q1 sales and earnings. Heading into the report, analysts expected Comcast to earn only $0.72 per share on sales of $30.4 billion. In fact, Comcast earned $0.79 per share on $31.5 billion in sales, beating on both top and bottom lines. Image source: Getty Images. Continue reading
An Avatr auto showroom in Chaoyang district, Beijing, on July 10, 2025. Photo: VCG Chongqing Changan Automobile Co. Ltd. plans to integrate the research and supply chains of its two new-energy vehicle brands to cut costs by as much as 30%. The consolidation involves Avatr and Deepal, which will retain separate brands while pooling back-end resources to reach a combined annual sales target of 1.5 m...
An Avatr auto showroom in Chaoyang district, Beijing, on July 10, 2025. Photo: VCG Chongqing Changan Automobile Co. Ltd. plans to integrate the research and supply chains of its two new-energy vehicle brands to cut costs by as much as 30%. The consolidation involves Avatr and Deepal, which will retain separate brands while pooling back-end resources to reach a combined annual sales target of 1.5 million vehicles by 2030. The move reflects a broader wave of consolidation sweeping China’s fiercely competitive electric-vehicle sector, where carmakers are merging sub-brands to achieve the scale needed to withstand a prolonged price war and shrinking margins.
Earnings Call Insights: Independent Bank Corporation (IBCP) Q1 2026 Management view “Independent Bank Corporation reported first quarter 2026 net income of $16.9 million or $0.81 per diluted share versus net income of $15.6 million or $0.74 per diluted share in the prior year period.” (President, CEO & Director William Kessel) “Highlights for our first quarter include a net interest margin of 3.65...
Earnings Call Insights: Independent Bank Corporation (IBCP) Q1 2026 Management view “Independent Bank Corporation reported first quarter 2026 net income of $16.9 million or $0.81 per diluted share versus net income of $15.6 million or $0.74 per diluted share in the prior year period.” (President, CEO & Director William Kessel) “Highlights for our first quarter include a net interest margin of 3.65%, which is a 3 basis point increase on a linked-quarter basis; an increase in net interest income of $500,000 or 1.1% over the fourth quarter of 2025; an increase in tangible common equity per share of common stock at $0.33 or 5.9% annualized from December 31, 2025; a return on average assets and return on average equity of 1.24% and 13.43%, respectively; net growth in total deposits was brokered time deposits of $80.4 million or 6.9% annualized from December 31, 2025; net growth in loans of $31.8 million or 3% annualized from December 31, 2025; an increase in tangible common equity ratio to 8.7%.” (President, CEO & Director Kessel) “We remain encouraged by our momentum and are optimistic about our opportunities and confident in the benefits of our recently announced merger with HCB Financial Corp., which will provide enhanced shareholder value.” (President, CEO & Director Kessel) “Looking ahead, based on a strong pipeline, we believe we will continue low double-digit growth of our commercial loan portfolio in 2026.” (Executive VP of Commercial Lending & Chief Lending Officer Joel Rahn) “Noninterest expense was $38.3 million in the first quarter, above our forecasted range of $36 million to $37 million.” (CFO, Executive VP, Treasurer & Corporate Secretary Gavin Mohr) Outlook “Our outlook estimated full year loan growth of 4.5% to 5.5%.” (CFO, Executive VP, Treasurer & Corporate Secretary Mohr) “First quarter 2026 net interest income increased 7.3% over 2025, which is within our forecasted range of 7% to 8%.” (CFO, Executive VP, Treasurer & Corporate Secretary Mohr) “Nonint...