Earnings Call Insights: Strata Critical Medical, Inc. (SRTA) Q4 2025 Management View Melissa Tomkiel, Co-CEO, emphasized that "our organic growth of 35% was well ahead of our expectations and led us to a full year result that beat the high end of our guidance on all fronts." She announced a raise in full-year 2026 guidance for both revenue and adjusted EBITDA, citing continued strong volumes and n...
Earnings Call Insights: Strata Critical Medical, Inc. (SRTA) Q4 2025 Management View Melissa Tomkiel, Co-CEO, emphasized that "our organic growth of 35% was well ahead of our expectations and led us to a full year result that beat the high end of our guidance on all fronts." She announced a raise in full-year 2026 guidance for both revenue and adjusted EBITDA, citing continued strong volumes and new customer wins. Tomkiel stated the company is "capturing a larger share of logistics services for transplant clinical cases," with more than 40% of sequential logistics revenue growth in Q4 generated from Keystone's legacy customers, highlighting effective integration and cross-selling. Tomkiel announced Dr. Scott Silvestry, previously Keystone’s Surgical Director, as Strata’s new Chief Medical Officer, noting the rollout of new capabilities including an expanded abdominal organ recovery platform. Regulatory updates were described as a positive for Strata, with Tomkiel pointing out "rules designed to incentivize more DCD donors are a clear positive for Strata given our reputation as a leader in the recovery and transportation of all organ types and our unique expertise in DCD recovery." On asset strategy, Tomkiel said, "We ended the year with a fleet of approximately 30 dedicated or owned aircraft" and outlined plans to add two more aircraft to support new geographies in 2026. William Heyburn, Co-CEO & CFO, confirmed continued execution in M&A, stating, "we are just getting started" and that successful acquisitions would enable Strata to "maintain an average annualized adjusted EBITDA growth rate of at least 30% over the coming years." Heyburn detailed a new $30 million asset-based credit facility with JPMorgan, undrawn but available to support acquisitions, with the ability to upsize to $50 million. He also referenced anticipated Joby earn-out payments up to $45 million. Heyburn explained, "our device-agnostic strategy is working," and highlighted a pilot program flying ...
Earnings Call Insights: Advantage Solutions Inc. (ADV) Q4 2025 Management View Dave Peacock, CEO, reported a "move towards refinancing our debt later this month," with over 99% acceptance of a new package that extends maturities to 2030, providing "operating flexibility and enhance[d]...liquidity profile, while helping us achieve our long-term leverage target of 3.5x or less." He said, "This plann...
Earnings Call Insights: Advantage Solutions Inc. (ADV) Q4 2025 Management View Dave Peacock, CEO, reported a "move towards refinancing our debt later this month," with over 99% acceptance of a new package that extends maturities to 2030, providing "operating flexibility and enhance[d]...liquidity profile, while helping us achieve our long-term leverage target of 3.5x or less." He said, "This planned refinancing includes a paydown of approximately $90 million of our debt." The company completed divestitures of three noncore businesses, allowing redeployment of capital into higher-return opportunities and resulting in $241 million in cash at year-end, after generating $174 million in unlevered free cash flow in the second half. Peacock stated, "Our upcoming reverse stock split supports broader institutional accessibility as we enter our next phase of growth." Experiential Services saw "an improving trajectory," with net revenues of $785 million, up 3% year-over-year, and adjusted EBITDA of $88 million for Q4—though management noted "mix shifts toward more labor-intensive, lower-margin businesses." The company is executing on a multiyear IT transformation, with SAP and Oracle systems implemented and Workday planned this year, expected to yield ongoing efficiency gains and cost reductions starting in 2027. Technology initiatives include AI-enabled staffing and scheduling, and the rollout of the Pulse alert-based sales system, leveraging a recently completed data lake for advanced analytics. Peacock highlighted strong performance in Experiential Services, persistent headwinds in Branded Services, and timing impacts in Retailer Services, with a focus on stabilizing and growing these segments in 2026. Christopher Growe, CFO, stated, "In the fourth quarter, we generated approximately $259 million in revenues and $39 million of adjusted EBITDA" for Branded Services, with Experiential Services delivering "$280 million in revenues and $28 million of adjusted EBITDA, up 19% and...
Earnings Call Insights: BRC Inc. (BRCC) Q4 2025 Management View Chris Mondzelewski, President and CEO, highlighted, “2025 was a year of measurable operating progress for Black Rifle, led by strong performance in packaged coffee. For the year, packaged coffee grew 31.1%, approximately 3x the broader category growth rate with units up more than 22% and share up 60 basis points in bagged coffee.” He ...
Earnings Call Insights: BRC Inc. (BRCC) Q4 2025 Management View Chris Mondzelewski, President and CEO, highlighted, “2025 was a year of measurable operating progress for Black Rifle, led by strong performance in packaged coffee. For the year, packaged coffee grew 31.1%, approximately 3x the broader category growth rate with units up more than 22% and share up 60 basis points in bagged coffee.” He noted that “the combination of expanded doors and stronger per SKU productivity materially strengthened our retail position as we exited the year.” Mondzelewski described significant advances in ready-to-drink and energy platforms, citing incremental distribution and broader presence in priority accounts. He stated, “We also took meaningful steps to streamline our platform. Our asset base is leaner and more focused with capital and talent directed towards initiatives that support durable, profitable growth.” The CEO emphasized, “The actions taken in 2025, combined with expanding distribution, improving shelf productivity and moderating cost pressures, position us for a return to strong EBITDA growth in 2026.” Matthew Amigh, Chief Financial Officer, stated, “For the full year, net revenue increased 2% year-over-year excluding the impact of the 2024 loyalty rewards accrual change and other nonrecurring items in both periods, net revenue increased 8%, primarily driven by wholesale growth.” Amigh added, “Operating efficiency gains in 2025 from restructuring actions and reallocating resources towards higher-return initiatives partially offset higher commodity costs and tariffs. For the year, gross margins declined 6.5 points and EBITDA declined more than 40%.” Outlook Amigh guided, “In 2026, we expect revenue growth of at least 7% or approximately $425 million. This outlook reflects current visibility into demand trends pricing already in market and distribution gains that are secured and operationally in place.” The company expects, “gross margins in the range of 34% to 36% in ...
keni1/iStock via Getty Images Thermal coal prices for power generation jumped by the most in three years after Qatar suspended production at the world’s largest liquefied natural gas export hub following an Iranian drone strike, raising the need for fuel-switching across the electricity sector. Qatar's Ras Laffan complex represents ~20% of global supply and had never previously gone fully offline ...
keni1/iStock via Getty Images Thermal coal prices for power generation jumped by the most in three years after Qatar suspended production at the world’s largest liquefied natural gas export hub following an Iranian drone strike, raising the need for fuel-switching across the electricity sector. Qatar's Ras Laffan complex represents ~20% of global supply and had never previously gone fully offline in its 30-year operating history. Natural gas markets have been severely curtailed by the conflict in Iran, and ships full of LNG are currently blocked from traversing the Strait of Hormuz. Newcastle coal futures , the Asian benchmark, jumped 8.6% on Monday to $128.70/ton, the highest price for a front-month contract since December 2024. Europe relies heavily on Middle Eastern LNG supplies, but Asia is particularly dependent on them; Pakistan gets virtually all of its LNG from Qatar, while India and Bangladesh also obtain the majority of their LNG from the Middle East. Those countries likely will substitute coal for natural gas in their power plants as the war causes costs to soar, OPIS analyst James Stevenson told Barron's , noting that one of coal's benefits is that it can be stored on the site of a power plant in enough quantities to last for weeks or even months. "Coal obviously has a severe pollution issue, but it has some very strong advantages over other fuels - reliability is probably the single biggest one," Stevenson said. "You don't need it to be sunny or windy. Your fuel is right there. Arguably only nuclear is more reliable in a supply chain sense." Coal stocks trade mixed on Tuesday after mostly rising in the previous session, with Peabody Energy ( BTU ) +2.2% and Core Natural Resources ( CNR ) +1.6%; however, Alliance Resource Partners ( ARLP ), Alpha Metallurgical Resources ( AMR ), Ramaco Resources ( METC ), and Warrior Met Coal ( HCC ) all trade lower. More on Peabody Energy and Core Natural Resources Peabody Energy Presents at 35th BMO Global Metals, Mini...
Nick Mohammed has been named as the host for this year’s Olivier awards, which take place at the Royal Albert Hall in London next month. The comedian, writer and actor, who recently found a new fanbase as a Celebrity Traitors finalist, will follow in the footsteps of his Ted Lasso co-star Hannah Waddingham, who presented the Oliviers in 2023 and 2024. Last year, they were co-hosted by Beverley Kni...
Nick Mohammed has been named as the host for this year’s Olivier awards, which take place at the Royal Albert Hall in London next month. The comedian, writer and actor, who recently found a new fanbase as a Celebrity Traitors finalist, will follow in the footsteps of his Ted Lasso co-star Hannah Waddingham, who presented the Oliviers in 2023 and 2024. Last year, they were co-hosted by Beverley Knight and Billy Porter. This year marks the 50th anniversary of the awards, which recognise achievements in theatre, dance and opera. “To host the Oliviers in its 50th year is not only a dream come true but an absolute honour and privilege,” said Mohammed. “I love it not only for the breadth of theatrical talent it celebrates, but also for the extraordinary variety of live performances it showcases on the night itself. While I will try to remain in the wings during these, I can’t promise I won’t be singing along (in full voice). But at least I won’t be on roller skates this time.” It was on roller skates (and in a sparkly dinner jacket) that Mohammed performed, in character as his squeaky-voiced alter ego Mr Swallow, at the 2024 Bafta awards. He also skated on stage in his show The Very Best and Worst of Mr Swallow. Established in 1976, the Olivier awards are overseen by the Society of London Theatre. The winners are chosen by a team of industry figures, stage luminaries and theatre-loving members of the public. Nominations will be revealed on Thursday. Last month it was announced that special awards will be given to choreographer Wayne McGregor (outstanding contribution to dance) and soprano Danielle De Niese (outstanding contribution to opera). Industry recognition awards will go to children’s playwright David Wood; Betty Laine, founder of Laine Theatre Arts college; and Linda Tolhurst, stagedoor keeper at the National Theatre for almost half a century. The Oliviers ceremony will take place on 12 April. Highlights will be broadcast that evening by the BBC, which is embroile...
Apple (AAPL) continued its March product rollout on Tuesday with the debut of its latest MacBook Air and MacBook Pro, alongside more powerful M5 Pro and M5 Max chips. The MacBook Air, Apple's volume seller, now starts at $1,099, a $100 price jump over last year's model, and comes with the company's M5 processor and more storage, 512GB rather than 256GB. The Air is still available with 13-inch and ...
Apple (AAPL) continued its March product rollout on Tuesday with the debut of its latest MacBook Air and MacBook Pro, alongside more powerful M5 Pro and M5 Max chips. The MacBook Air, Apple's volume seller, now starts at $1,099, a $100 price jump over last year's model, and comes with the company's M5 processor and more storage, 512GB rather than 256GB. The Air is still available with 13-inch and 15-inch displays and sports Apple's N1 wireless chip with improved Wi-Fi and Bluetooth connectivity. As with last year's model, the latest Airs get Apple's Center Stage webcam that keeps you in the frame even if you move during your chats, as well as 18 hours of battery life. Memory starts at 16GB and can be upgraded to as much as 32GB. Apple debuted its latest MacBook Airs and MacBook Pros on Tuesday as part of its March product rollout. (Image: Apple) · Apple In addition to the Air, Apple announced its M5 Pro and M5 Max processors. The company says the chips use what Apple calls its Fusion Architecture, which combines two dies into a single processor. Both the M5 Pro and M5 Max can be outfitted with 18-core CPUs that include 6 "super cores" and 12 new "performance cores." The M5 Pro also gets a 20-core GPU for games and 3D animation workloads, while the M5 Max gets a 40-core GPU for further enhanced performance. Apple is framing the M5 Pro as the chip for, well, pro users, and the Max for people who need even more horsepower. Both processors slot into Apple's new MacBook Pro 14-inch and MacBook Pro 16-inch. Apple is leaning into the laptops' AI capabilities, saying that the MacBook Pro with the M5 Pro chip gets up to 6.9x faster LLM prompt processing than the M1 Pro, while the MacBook Pro with the M5 Max offers 8x faster AI image generation than the MacBook Pro with the M1 Max. Apple also showed off its new MacBook Pros, which can be outfitted with the company's latest M5 Pro and M5 Max chips. (Image: Apple) · Apple The company is also touting the MacBook Pro with M5 Pro'...
In this article GLD IAU SLV NEM EWY Follow your favorite stocks CREATE FREE ACCOUNT TOPSHOT - A saleswoman adjusts gold jewellery for sale at a shop in Lianyungang, in China's eastern Jiangsu province on December 24, 2025. (Photo by AFP via Getty Images) / China OUT Str | Afp | Getty Images This year's hottest trades — gold, silver and South Korea — are down big amid fears the war in Iran could go...
In this article GLD IAU SLV NEM EWY Follow your favorite stocks CREATE FREE ACCOUNT TOPSHOT - A saleswoman adjusts gold jewellery for sale at a shop in Lianyungang, in China's eastern Jiangsu province on December 24, 2025. (Photo by AFP via Getty Images) / China OUT Str | Afp | Getty Images This year's hottest trades — gold, silver and South Korea — are down big amid fears the war in Iran could go on for longer than expected. Here are the moves. Gold prices slide: Spot gold was last down more than 5% to $5,041.81 per ounce, with gold futures dropping 5% to $5,049. They're still up more than 16% this year. Silver prices tumble: Futures tied to the commodity fell more than 8% to $81.23 per ounce. They remain higher by 15% year to date. South Korea down huge: The iShares MSCI South Korea ETF (EWY) plunged 14%, though it remains higher by nearly 30% year to date. Each of these trades were huge momentum plays in 2026, catching a bid as investors nervous about their exposure to U.S. large-cap tech sought out asset classes that could better perform the market. After all, the S&P 500 shot up 64% on a cumulative basis over the last three years; it's down 1% this year. Gold, silver and South Korea each have their own appeal. Investors are optimistic that gold's upward trajectory remains intact as central banks around the world diversify away from the U.S. dollar, with many confident bullion could soon top $6,000 an ounce. Silver is expected to benefit from tight supply-demand dynamics, and has big industrial use cases around AI. Stock Chart Icon Stock chart icon EWY, 1-day South Korea's outperformance this year largely has to do with the worldwide demand for memory, which has especially lifted the shares of Samsung Electronics and SK Hynix that account for a huge part of the country's Kospi index. The two memory powerhouses are up more than 50% and 44% year to date, respectively. Yet all three trades unwound alongside the broader market Tuesday as the prospect of a deepening ...
flyzone/iStock via Getty Images Introduction Last summer, I argued in a previous article that SECURE Waste Infrastructure ( SES:CA ) ( SECYF ) was still cheap . Although the share price has moved up by about 20% since that article was published, the recently published FY 2025 results and the official outlook for 2026 indicate the stock is currently trading at a sustaining free cash flow yield of a...
flyzone/iStock via Getty Images Introduction Last summer, I argued in a previous article that SECURE Waste Infrastructure ( SES:CA ) ( SECYF ) was still cheap . Although the share price has moved up by about 20% since that article was published, the recently published FY 2025 results and the official outlook for 2026 indicate the stock is currently trading at a sustaining free cash flow yield of around 6.5%-7%, which is still acceptable for a company focusing on recycling and energy infrastructure. The anticipated strong EBITDA and cash flow will allow the company to continue to invest in its own future. Data by YCharts A Strong Free Cash Flow Result in 2025 Looking at the 2025 results, the company reported a total revenue of C$1.47 billion, resulting in a gross margin of C$421 million and an operating profit of C$278 million, with the latter representing a 3.5% increase compared to the operating profit reported in FY 2024. While the net interest and finance expenses increased (the other expenses also increased), the company didn’t record the large non-recurring gain on a divestiture, which really boosted the 2024 results, but with a pre-tax income of C$164 million and a net profit of C$123 million, the financial performance remained strong. SES Investor Relations The EPS came in at C$0.55. A bit low, but keep in mind the results included a C$55 million hit for an "onerous contract" at its crude oil storage capacity. That’s another reason why I prefer to judge SECURE Waste Infrastructure based on its (sustaining) free cash flow result rather than its net income. And as you can see below, SES reported a C$378 million operating cash flow. We should still deduct the C$34 million in lease payments and financing fees, resulting in a net operating cash flow of approximately C$344 million. SES Investor Relations The total amount of capex was C$225 million, which results in a net free cash flow of C$119 million. Pretty close to the reported net income, but keep in mind a ve...
Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary By Molly Schwartz, cross-asset macro strategist at Rabobank My Circus! My Monkeys! Europe was hit with the first strike to its energy supply chain after the Russian invasion of Ukraine and had to start diversifying its inflows from elsewhere. Now that Middle Eastern LNG is losing reliability, Europe might have to ge...
Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary By Molly Schwartz, cross-asset macro strategist at Rabobank My Circus! My Monkeys! Europe was hit with the first strike to its energy supply chain after the Russian invasion of Ukraine and had to start diversifying its inflows from elsewhere. Now that Middle Eastern LNG is losing reliability, Europe might have to get involved just to keep the lights on. While the EU and UK would probably be more than happy to spectate from the proverbial “monitoring chair,” they may not have a choice. TTF prices reached highs of - €48.95/MWh yesterday—the highest since February of 2025- and are up more than 20% today. QatarEnergy announced that it has ceased production of LNG and associated products due to the recent escalation. Our Energy Strategists, Florence Schmit and Joe DeLaura, note that we could see prices return to 2022 levels should Qatar be taken out of the LNG equation entirely (easily back to €100/MWh). Read more here . This puts the entire European energy complex at risk and might be just the incentive needed for Europe to get out of the monitoring chair and into the ring. France24 reports that “ France, Germany, UK ready to take ‘defensive action’ against Iran .” As the EU touts commitments to increase defense spending and build up its military capabilities, Rabobank Global Strategist Michael Every has mused, “why have all these war planes sitting on the tarmac not doing anything?” A little farther south, the Gulf Cooperation Council (GCC) is considering its own involvement. Omani foreign minister Badr Albusaidi said on X that “neither the interests of the United States nor the cause of global peace are well served by this. I urge the United States not to get sucked in further. This is not your war.” But the GCC has made it clear that they don’t want it to be their war either. Threats to the economies of the Gulf are not just about energy—this also impacts their budding tourism and hosp...
Image source: The Motley Fool. Tuesday, March 3, 2026 at 9 a.m. ET Call participants President and Chief Executive Officer — Michael McCann Executive Vice President and Chief Financial Officer — Jayme Brooks Need a quote from a Motley Fool analyst? Email [email protected] Risks Michael McCann said, "we anticipate a softer start in 2026 with revenue building throughout the year," citing delayed hea...
Image source: The Motley Fool. Tuesday, March 3, 2026 at 9 a.m. ET Call participants President and Chief Executive Officer — Michael McCann Executive Vice President and Chief Financial Officer — Jayme Brooks Need a quote from a Motley Fool analyst? Email [email protected] Risks Michael McCann said, "we anticipate a softer start in 2026 with revenue building throughout the year," citing delayed healthcare spending and seasonality in industrial manufacturing, which will result in first-quarter revenue similar to last year and lower adjusted EBITDA due to higher SG&A. Jayme Brooks noted, "we do not expect 2026 to have the same gross margin write-ups of $900,000 that we had in 2025," potentially impacting reported margins compared to prior year. Ongoing integration of Pioneer Power remains a margin drag, with management explicitly stating gross margin is below legacy levels; improvement is anticipated to be realized "throughout 2026" and not immediate. Takeaways Total Q4 revenue -- Limbach Holdings LMB +5.17% ) -- Q4 GCR revenue -- $41.9 million, down 13%, reflecting a 26.1% decline in organic revenue offset by 13.1% growth from acquisitions. -- $41.9 million, down 13%, reflecting a 26.1% decline in organic revenue offset by 13.1% growth from acquisitions. Q4 total gross margin -- 25.7%, down from 30.3%, primarily due to lower margins from Pioneer Power. -- 25.7%, down from 30.3%, primarily due to lower margins from Pioneer Power. Q4 adjusted EBITDA -- $27.2 million, up 30%, with adjusted EBITDA margin at 14.6% versus 14.5% a year ago. -- $27.2 million, up 30%, with adjusted EBITDA margin at 14.6% versus 14.5% a year ago. Q4 net income -- $12.3 million, increasing 25%; diluted EPS grew 24.4% to $1.20; adjusted EPS rose 21.7% to $1.40. -- $12.3 million, increasing 25%; diluted EPS grew 24.4% to $1.20; adjusted EPS rose 21.7% to $1.40. Q4 operating cash flow -- $28.1 million, up from $19.3 million; free cash flow at $21.1 million, a $4.5 million increase. -- $28.1 million...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its price objective boosted by research analysts at Wedbush from $230.00 to $300.00 in a report issued on Tuesday,Benzinga reports. The firm presently has an "outperform" rating on the computer hardware maker's stock. Wedbush's target price points to a potential upside of 68.37% from the stock's current price. A number of other analysts also recently issu...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its price objective boosted by research analysts at Wedbush from $230.00 to $300.00 in a report issued on Tuesday,Benzinga reports. The firm presently has an "outperform" rating on the computer hardware maker's stock. Wedbush's target price points to a potential upside of 68.37% from the stock's current price. A number of other analysts also recently issued reports on the stock. Sanford C. Bernstein lifted their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. Wall Street Zen upgraded shares of NVIDIA from a "hold" rating to a "buy" rating in a research note on Saturday. Melius Research boosted their price target on shares of NVIDIA from $300.00 to $320.00 and gave the stock a "buy" rating in a research report on Thursday, November 20th. Stifel Nicolaus set a $250.00 price objective on shares of NVIDIA in a research note on Thursday, January 8th. Finally, Citigroup lifted their target price on NVIDIA from $270.00 to $300.00 and gave the company a "buy" rating in a research report on Thursday, February 26th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $273.41. Get NVIDIA alerts: Sign Up Check Out Our Latest Stock Report on NVIDIA NVIDIA Stock Down 2.4% Shares of NVDA traded down $4.30 during midday trading on Tuesday, hitting $178.18. The stock had a trading volume of 38,595,396 shares, compared to its average volume of 177,008,844. The firm has a market cap of $4.33 trillion, a price-to-earnings ratio of 36.36, a price-to-earnings-growth ratio of 0.62 and a beta of 2.31. The company has a 50 day simple moving average of $186.41 and a two-hundred day simple moving average of $183.88. NVIDIA has a twelve month low of...
Image source: The Motley Fool. Tuesday, March 3, 2026 at 9:00 a.m. ET Call participants President and Chief Executive Officer — Sean Bagan Executive Vice President, Chief Financial Officer — Jeremy Evans Vice President, Investor Relations and Corporate Communications — Tania Almond Takeaways Quarterly net sales -- $211 million, up 17% with sales growth reported in both Hydraulics and Electronics s...
Image source: The Motley Fool. Tuesday, March 3, 2026 at 9:00 a.m. ET Call participants President and Chief Executive Officer — Sean Bagan Executive Vice President, Chief Financial Officer — Jeremy Evans Vice President, Investor Relations and Corporate Communications — Tania Almond Takeaways Quarterly net sales -- $211 million, up 17% with sales growth reported in both Hydraulics and Electronics segments. -- $211 million, up 17% with sales growth reported in both Hydraulics and Electronics segments. Pro forma sales growth -- 29% increase excluding the Custom Fluid Power (CFP) divestiture, clarifying year-over-year performance. -- 29% increase excluding the Custom Fluid Power (CFP) divestiture, clarifying year-over-year performance. Full-year sales -- $839 million, reflecting 4% growth, or 6% on a pro forma basis when excluding CFP revenue. -- $839 million, reflecting 4% growth, or 6% on a pro forma basis when excluding CFP revenue. Segment sales -- Hydraulics up 10% and Electronics up 31% in the quarter; pro forma Hydraulics segment showed 27% growth. -- Hydraulics up 10% and Electronics up 31% in the quarter; pro forma Hydraulics segment showed 27% growth. Gross profit -- $71 million this quarter, increasing 31% year over year and leading to a gross margin of 33.6%, up 350 basis points. -- $71 million this quarter, increasing 31% year over year and leading to a gross margin of 33.6%, up 350 basis points. Operating margin -- Operating margin expanded to 12.2%, up 480 basis points, while non-GAAP adjusted operating margin rose to 16.4%, 310 basis points higher. -- Operating margin expanded to 12.2%, up 480 basis points, while non-GAAP adjusted operating margin rose to 16.4%, 310 basis points higher. Diluted EPS (GAAP) -- $0.58, over 4x last year’s comparable period, boosted by a $5.4 million one-time net interest benefit from an interest rate swap. -- $0.58, over 4x last year’s comparable period, boosted by a $5.4 million one-time net interest benefit from an interes...
Israel begins another wave of attacks on Iran as President Donald Trump said on Truth Social that it's too late for negotiations. Tyler Kendall reports from the White House. (Source: Bloomberg)
Israel begins another wave of attacks on Iran as President Donald Trump said on Truth Social that it's too late for negotiations. Tyler Kendall reports from the White House. (Source: Bloomberg)
Image source: The Motley Fool. Tuesday, March 3, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Todd Seyfert Chief Financial Officer — Thomas Dineen Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Quarterly Net Sales -- $151 million, reflecting a 3.6% increase compared with the prior-year period. -- $151 million, reflecting a 3.6% increase compared with th...
Image source: The Motley Fool. Tuesday, March 3, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Todd Seyfert Chief Financial Officer — Thomas Dineen Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Quarterly Net Sales -- $151 million, reflecting a 3.6% increase compared with the prior-year period. -- $151 million, reflecting a 3.6% increase compared with the prior-year period. Full-Year Net Sales -- $546 million, up 1.9% versus 2024. -- $546 million, up 1.9% versus 2024. Quarterly Diluted Earnings Per Share -- $0.21, a decrease from $0.62 in the corresponding period of 2024. -- $0.21, a decrease from $0.62 in the corresponding period of 2024. Full-Year Net Loss Per Share -- $0.27, compared to diluted earnings of $1.77 per share in 2024. -- $0.27, compared to diluted earnings of $1.77 per share in 2024. Adjusted Quarterly Diluted Earnings -- $0.26 per share, excluding expenses for the shareholder rights issue and leadership transition. -- $0.26 per share, excluding expenses for the shareholder rights issue and leadership transition. Adjusted Full-Year Diluted Earnings -- $0.84 per share, after removing nonrecurring expenses from product rationalization and organizational realignment. -- $0.84 per share, after removing nonrecurring expenses from product rationalization and organizational realignment. Cash and Short-Term Investments -- $93 million as of year-end, entirely invested in U.S. Treasury bills and a money market fund with Treasury instruments maturing within 1 year. -- $93 million as of year-end, entirely invested in U.S. Treasury bills and a money market fund with Treasury instruments maturing within 1 year. Current Ratio -- 3.9:1, with zero debt. -- 3.9:1, with zero debt. Cash Generated from Operations -- $16 million in the quarter and $54 million for the full year. -- $16 million in the quarter and $54 million for the full year. Capital Expenditures -- $31 million in 2025, including $15 million for the Anderson acqu...
Summary: During a recent episode of The AI Investor Podcast, co-host Eric Bleeker cited Onto Innovation as a smart investment play in 2026. Onto is an American semiconductor company which was formed in 2019, and has recently began getting more attention from investors after a period of strong multi year total returns. Bleeker discussed ... Why Onto (ONTO) Should Be Considered A Semiconductor Play ...
Summary: During a recent episode of The AI Investor Podcast, co-host Eric Bleeker cited Onto Innovation as a smart investment play in 2026. Onto is an American semiconductor company which was formed in 2019, and has recently began getting more attention from investors after a period of strong multi year total returns. Bleeker discussed ... Why Onto (ONTO) Should Be Considered A Semiconductor Play In 2026
Strive Pharmacy, an Arizona-based pharmacy partner for Hims & Hers ( HIMS ), is planning to introduce a compounded version of Novo Nordisk’s ( NVO ) newly launched oral obesity therapy, the Wegovy pill, Endpoints News reported on Tuesday. According to Matt Montes de Oca, Strive’s chief compliance and clinical officer, the decision came after Hims & Hers ( HIMS ) pulled its Wegovy pill version from...
Strive Pharmacy, an Arizona-based pharmacy partner for Hims & Hers ( HIMS ), is planning to introduce a compounded version of Novo Nordisk’s ( NVO ) newly launched oral obesity therapy, the Wegovy pill, Endpoints News reported on Tuesday. According to Matt Montes de Oca, Strive’s chief compliance and clinical officer, the decision came after Hims & Hers ( HIMS ) pulled its Wegovy pill version from the market last month, forcing the company to destroy the pills it had manufactured for the telehealth firm. Days after launching a low-cost compounded version of the Wegovy pill in early February, Hims ( HIMS ) said that it would no longer market the product, which drew regulatory scrutiny and prompted the Danish pharma giant to sue the company. HIMS’ launch of its Wegovy pill version came weeks after the U.S. FDA approved the brand-name product, which is made up of the GLP-1 active ingredient, semaglutide. “We’re trying to see how everything settles out before we reintroduce it,” de Oca said. While de Oca didn’t indicate a timeline for the launch, he noted that his company had already set up operations to meet the demand for the semaglutide pill as forecast by Hims & Hers ( HIMS ). Now, “we have to reverse course and reset our own operations,” de Oca said. More on Hims & Hers Health, Novo Nordisk A/S Pricing Pressure And Panic: What The Market May Be Missing In Novo Nordisk Hims & Hers Health, Inc. (HIMS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Eli Lilly Vs. Novo Nordisk: The Valuation Gap Is Unreasonable Novo’s China obesity drug posts positive mid-stage trial results Hims & Hers Health discloses SEC investigation over copycat GLP-1s; stock falls