Earnings Call Insights: Fortrea Holdings Inc. (FTRE) Q4 2025 Management View Anshul Thakral, CEO, reported "solid fourth quarter and full year performance in line with our guidance despite a challenging and uneven operating environment." Thakral noted a Q4 book-to-bill of 1.14x and a trailing 12-month book-to-bill of 1.02x, highlighting improved demand in the second half of 2025. Thakral emphasized cost savings, stating "we exceeded our gross and net savings targets, delivering approximately $153 million in gross savings and $93 million in net savings for the year." Positive operating and free cash flow were also generated in Q4 and for the full year. Key leadership changes included welcoming Aggie Gallagher as General Counsel and appointing Dr. Scott Dove to lead the Clinical Pharmacology business, with Dr. Oren Cohen now focused as Chief Medical Officer. Thakral described a stabilizing macro backdrop and noted, "funding activity rebounded meaningfully in the second half of 2025 with the strongest activity in the fourth quarter," while expecting recovery to be "somewhat uneven in the first half of 2026." Strategic wins were highlighted: "Q4 notable wins included a long-term clinical pharmacology partnership award with a top 5 large pharma company, several FSP renewals from long-standing large pharma clients and a healthy balance of Phase II and Phase III global clinical development wins." AI and technology were discussed as productivity levers: "We are making focused investments in AI, machine learning and other advanced technologies...to drive speed, reduce costs and improve quality in clinical research." Jill McConnell, CFO, stated, "we delivered a solid fourth quarter and full year 2025. I am very proud of what the team achieved, particularly our ability to execute and deliver results in line with our guidance." Outlook 2026 revenue is targeted in the range of $2.55 billion to $2.65 billion, with adjusted EBITDA projected between $190 million and $220 million. M...

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C3.ai stock tanks as the company reports a weak Q4, issues disappointing guidance, and announces mass layoffs. Citizens analyst recommends caution in buying the dip in AI shares.

阿曼外长：在美伊谈判取得重大进展后，我们结束了今日的会谈。我们将在双方首都进行磋商后尽快恢复谈判。技术层面的讨论将于下周在维也纳举行。

Earnings Call Insights: Gray Media, Inc. (GTN) Q4 2025 Management View CEO Hilton Howell announced that "our results for the fourth quarter of 2025 compare very favorably to our previously issued guidance for both revenues and expenses," highlighting total revenue of $792 million and operating expenses before depreciation and related items at $618 million. Howell emphasized, "broadcasting expenses actually declined by $41 million in the fourth quarter as compared to fourth quarter 2024," and on a full-year basis, broadcasting expenses declined by $78 million. Howell noted, "net retransmission revenue... returned to growth in the fourth quarter of 2025 as compared to the fourth quarter of 2024," and stated that the full-year net retransmission revenue stabilized at $547 million in 2025. The acquisition of WBBJ-TV in Jackson, Tennessee for $25 million was completed, with additional transactions pending regulatory approval. Howell highlighted a $250 million add-on to second-lien notes and plans to reduce debt and leverage ratio "through what we believe will be a fantastic 2026 political cycle." The company renewed its affiliation agreement covering 54 NBC markets for three years and expanded its Telemundo portfolio to 47 markets. Howell also announced a major digital transition to the Quickplay platform powered by Google Cloud and a new program, Aging Untold, launching across their footprint. President and Co-CEO Patrick LaPlatney detailed, "Fourth quarter core advertising revenue started strong in October... up 3% compared to the fourth quarter of '24." He noted continued strength in services, legal, and a pickup in gaming and lottery, while automotive was down low single digits. CFO Jeff Gignac stated, "We completed a $250 million add-on to our 9 5/8% second-lien notes at 102% and used a portion of the proceeds to call $125 million of our 10 1/2% first-lien notes at 103%." Gignac reported, "We finished fourth quarter with over $1.1 billion in liquidity and $232 milli...

Earnings Call Insights: Certara, Inc. (CERT) Q4 2025 Management View Jon Resnick, CEO, opened the call by expressing enthusiasm about Certara's market position after joining as CEO on January 1, highlighting "a compelling market opportunity to transform how the life science industry drives innovation across research and development." He noted that regulators are increasingly embracing technological solutions and stated, "Certara is uniquely positioned to lead in this evolving market with our AI-enabled technology, data and our model-informed drug development platforms." Resnick emphasized that Certara's historic performance "does not reflect the full potential of our market" and signaled a need for sharper operational execution, adding, "we must sharpen how we operate, focus our investments and execute with greater discipline and urgency." He outlined three strategic priorities: focusing the corporate strategy and product portfolio, deepening customer engagement, and raising operational standards with AI-driven efficiencies. The CEO announced Certara is in the final stages of a strategic review of its regulatory writing and operations business, stating, "we expect to conclude that process in the near term." John Gallagher, CFO, reported, "Total revenue for the 3 months ended December 31, 2025 was $103.6 million, representing year-over-year growth of 3% on a reported basis and 2% on a constant currency basis." He added, "Adjusted EBITDA in the fourth quarter of 2025 was $32.5 million, a decrease from $33.5 million in the fourth quarter of 2024." Outlook Certara projects 2026 total revenue to be "in the range of flat to 4% compared with 2025." Gallagher indicated that "Q1 to be closer to the low end of the revenue range related to a tough comparison to the prior year," with acceleration expected in subsequent quarters as new initiatives take effect. The company expects adjusted EBITDA margin in 2026 to be "in the range of 30% to 32%," with "adjusted EPS in the range o...

Earnings Call Insights: Nautilus Biotechnology (NAUT) Q4 2025 Management View Sujal Patel, Co-Founder and CEO, highlighted the public unveiling of the Nautilus Voyager instrument at the US Human Proteome Organization Conference, calling it a "key highlight" and noting, "The response was highly positive and reinforced the strong interest we're seeing from researchers seeking a new class of protein measurement technology." Patel emphasized the early launch of the Early Access Program for Iterative Mapping, stating that it "represents a meaningful step in Nautilus' transition from development to active customer engagement." He also announced the collaboration with Weill Cornell Medicine-Qatar and The Michael J. Fox Foundation, involving a $1.6 million project, with $1.2 million to Nautilus, to develop an alpha-synuclein proteoform assay for Parkinson's disease. Parag Mallick, Co-Founder and Chief Scientist, reported that "Q4 was a strong quarter of execution for our product and scientific teams," noting progress on assay configuration and customer collaborations. Mallick explained, "The Tau Proteoform assay continues to track as our first early access offering, and we remain on schedule to begin processing samples through the Early Access Program by the end of Q1." Anna Mowry, CFO, stated, "Total operating expenses were $15.4 million for the fourth quarter of 2025, a decrease of 23% from the prior year period and $66.8 million for the fiscal year 2025, a decrease of 18% year-over-year." Mowry added, "We ended the quarter with $156.1 million in cash, cash equivalents and investments. Cash burn in 2025 was $50.2 million, down from $57.8 million in 2024." Outlook Mowry stated, "We expect total operating expenses for the full year 2026 to increase as we continue investing in platform development, support the expansion of our Early Access Program and advance commercial readiness activities." The company anticipates "total operating expense growth of approximately 15% to 20%...

Earnings Call Insights: DXP Enterprises (DXPE) Q4 2025 Management View CEO David Little reported "2025 was an exciting year for DXP with strong performance across all our key financial metrics, including sales, sales per business day, gross profit margins and adjusted EBITDA margins." He highlighted that DXP sales grew 11.9% to $2 billion with gross profit margins expanding to 31.5%. Adjusted EBITDA reached $225.3 million with an 11.2% margin, marking a record year for both sales and adjusted EBITDA margins. Operating income rose to $176.9 million and diluted earnings per share improved to $5.37, up from $4.22 in 2024. Little emphasized the company's strategy of diversification, stating, "energy represented 22% of DXP sales, followed by water and wastewater at 15%, general industry at 15%, chemical at 10%, and food and beverage at 7%." He noted this diversification "has meaningfully reduced our cyclicality and helped drive more consistent performance over the last several years." Six acquisitions were completed, including Arroyo, McBride, Moores Pump, APSCO, Triangle Pump, and Pump Solutions. $17 million was returned to shareholders via share repurchases. DXP also refinanced its debt, "improving flexibility and positioning DXP for both growth and acquisition growth and organic growth and acquisition growth in 2026." Innovative Pumping Solutions (IPS) led segment growth at 26.4%, with DXP Water representing 55% of segment sales, up from 46% last year. Service Centers delivered 11% total sales growth, including 9.8% organic growth. The e-commerce channel had a record year, and growth was broad-based across regions. CFO Kent Yee stated, "Fiscal year 2025 was another record year for DXP, reaching new highs in sales, gross profit margins and adjusted EBITDA. It is also our first year of sustained 11% plus adjusted EBITDA margins and our third fiscal year of 10% plus adjusted EBITDA margins." Outlook Guidance was not provided in specific quantitative terms. Management foc...

Earnings Call Insights: Kodiak Gas Services (KGS) Q4 2025 Management View CEO Robert McKee stated that 2025 marked another record-setting year for Kodiak, highlighting the completion of the high-grading strategy for the compression fleet: "We entered the year with a plan to continue to high-grade our compression fleet by divesting underutilized nonstrategic small horsepower units and to exit operations in noncore areas, allowing us to focus on our core large horsepower operations. I'm proud to say that we ended 2025 with 100% of our operations located in the U.S. and with the largest average horsepower fleet in the industry." McKee emphasized technology advancements, including the implementation of a new ERP system, investments in AI and machine learning, and the construction of a new training and operations facility in Midland. He noted, "We've deployed our custom large language model to help our technicians quickly diagnose issues encountered in the field and are using agentic AI to source repair parts across our system." The CEO also announced the successful exit of the former private equity sponsor and balance sheet overhaul: "We overhauled our balance sheet, terming out a large portion of our ABL...providing us with enhanced balance sheet strength and financial flexibility. Also at year-end, I'm proud to say that we delivered on the promise we made at IPO and achieved our leverage target of 3.5x." McKee confirmed over $260 million was returned to shareholders in 2025, with a 20% year-over-year increase in the Q4 dividend and over $100 million in stock repurchases. He highlighted the pending acquisition of Distributed Power Solutions and significant customer interest in distributed power offerings. Executive VP & CFO John Griggs stated, "We exited the year with the lowest leverage, most liquidity and highest EBITDA free cash flow and contract services adjusted gross margin in our company's history." Outlook CFO Griggs provided 2026 guidance, stating, "We expect ...

Earnings Call Insights: Chord Energy Corporation (CHRD) Q4 2025 Management View CEO Daniel Brown emphasized, "2025...was an exceptional year for Chord. We continue to improve the business, evolving our development program, driving efficiencies and enhancing free cash flow." He highlighted that oil volumes exceeded guidance by over 1,000 barrels per day and capital spending came in approximately $60 million below target. Brown stated, "Since combining with Enerplus in 2024, Chord has lowered its capital spending nearly $100 million while delivering 6,000 barrels per day more oil production in 2026." Brown noted, "Slide 8 shows Chord drove $160 million of free cash flow improvement in 2025 from controllable items, including higher production, less capital, lower LOE, lower G&A, lower production taxes and improved marketing costs." Brown reported, "Chord has returned $6.7 billion of capital to shareholders, which is particularly impressive given it is higher than our current market cap." Looking at Q4, Brown said, "Oil volumes were at the high end of guidance. Capital was below the low end of guidance, and both were accomplished with strong cost control. Accordingly, adjusted free cash flow for the fourth quarter was $175 million, substantially exceeding expectations." Brown confirmed, "After our base dividend of $1.30 per share, all incremental capital return was utilized for share repurchases." Brown stated, "Last year, Chord set a goal of converting 80% of its inventory to long laterals. I'm happy to report that we achieved that goal by year-end 2025, which was earlier than expected." Brown explained, "Chord's 2026 plan is in line with the preliminary outlook we issued in November...We intend to run a low to no oil growth program, yielding average volumes of 157,000 to 161,000 barrels of oil per day with capital of $1.4 billion." Brown projected, "At benchmark prices of $64 per barrel of oil and $3.75 per MMBtu of natural gas, we expect to generate approximately $70...

Earnings Call Insights: Kimbell Royalty Partners, LP (KRP) Q4 2025 Management View Bob Ravnaas, Chairman and CEO, opened the call highlighting a strong fourth quarter that capped an "outstanding year for Kimbell." He cited the $230 million acquisition of mineral and royalty interest beneath the Mabee Ranch in the Midland Basin, which strengthened the Permian Basin as the company's leading area for production. Ravnaas stated, "In the fourth quarter, we grew production organically from the third quarter and exceeded the midpoint of our guidance. The favorable fourth quarter performance allowed us to declare a Q4 2025 distribution of $0.37 per common unit, up 6% from Q3 2025 as we continue to focus on returning value to unitholders." He also reported an 8% increase in proved developed reserves to a record level of nearly 73 million Boe. Ravnaas addressed investor interest in Barnett-Woodford potential across the Permian, noting, "We own all depths across the vast majority of our massive acreage position... we stand to benefit considerably from any development in new formations, including the Barnett-Woodford." He cited ongoing and expected acceleration of Barnett-Woodford development on their assets as a future catalyst for free cash flow. Davis Ravnaas, President and CFO, reported, "Oil, natural gas and NGL revenues totaled $76 million during the fourth quarter and run rate production was 25,627 Boe per day, which exceeded the midpoint of our guidance." He added, "Total fourth quarter consolidated adjusted EBITDA was $64.8 million." Regarding distributions, he stated, "We announced a cash distribution of $0.37 per common unit for the fourth quarter. We estimate that approximately 100% of this distribution is expected to be considered return of capital and not subject to dividend taxes." Outlook The company released 2026 guidance with a production target at the midpoint "unchanged from 2025 at 25,500 Boe per day." Management expressed confidence in continued developmen...

After a century of Labour dominance, disillusionment with both Westminster and Cardiff has given progressive nationalists a historic opportunity Speaking last October at his party’s annual conference, Plaid Cymru’s leader, Rhun ap Iorwerth, raised the biggest cheer when he laid out the stakes in what may be an era-defining Senedd election: “Let’s be clear,” he told his audience: “We’re not here to act as Labour’s conscience. We are not here to repair Labour. We are here to replace them.” For most of the 100 years in which the Labour party has been the overwhelmingly dominant force in Wales, such talk would have been for the birds. But as Plaid gathers for a spring summit in Newport this weekend, ahead of May’s poll, it reflects the new political reality. Soon after Mr ap Iorwerth spoke, his party won the Caerphilly byelection from Labour with a 19-point increase in its vote share, depriving Nigel Farage of a post-industrial seat he had expected to win. Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...

istanbulimage/iStock Unreleased via Getty Images Shares of Opera Limited ( OPRA ) are on track to close with nearly 20% gains on Thursday if session gains hold. The web browser company issued a strong forecast and approved a $300M stock buyback, which helped investors overlook its profit miss for the fourth quarter. For the full year, the company guided revenue between $720M and $735M, above the consensus estimate of $690.3M polled by Bloomberg. Adjusted EBITDA was forecast between $167M and $172M, raised from a prior outlook of above $141M, and ahead of the $158.2M estimate. For the current quarter, revenue is expected to be between $169M and $172M, and adjusted EBITDA between $38M and $40M; both were above the consensus estimates. In Q4, the company notably added AI capabilities powered by Google's latest Gemini models to its Opera One, Opera GX, and Opera Neon web browsers. Opera also saw “explosive growth” for its MiniPay wallet that reached 13M activated wallets. Net income for the quarter was $55.7M, or $0.61 per share, compared to a net income of $28.7M, or $0.32 per share, for the same period last year. On an adjusted per-share basis, the company earned 30 cents, while analysts on average were expecting it to earn 37 cents per share. Revenue rose 22% to $177.2M and topped estimates by over $7M. The company said its $300M share repurchase will be conducted over the next two years with proportional repurchases from public shareholders and its majority shareholder. "Our ability to launch a major share repurchase program, on top of an already meaningful recurring dividend, only highlights the attractiveness of our operating model, strong balance sheet, and commitment to shareholder return," CFO Frode Jacobsen said. More on Opera Opera: Richer Dividend Yields And Deep-Value Thesis Trigger Reiterated Buy Opera: An AI-Accelerated Browser Play With Much More Room To Run Opera Non-GAAP EPS of $0.30 misses by $0.07, revenue of $177.21M beats by $7.21M Opera Q4 2025 Ea...

Options data show elevated downside hedging while Nvidia's earnings beat raises prospects of a tech-led push toward 7,000.

格隆汇2月27日｜美、布两油短线下跌0.5美元，阿曼方面称美伊今日谈判结束。

A judge on Thursday ⁠declined to block US President Donald Trump from proceeding with the construction of a US$400 million White House ballroom to replace the demolished East Wing, finding that a challenge from preservationists did not meet the high bar for a preliminary injunction that would halt the project for now. US District Judge Richard Leon’s ruling came in a lawsuit by the National Trust for Historic Preservation aiming to stop construction until the White House complies ‌with federal...

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The Nasdaq (-1.91%) is now down close to two percent on the day, while the S&P 500(-1.08%), Russell 2000 (-0.79%), and Dow (-0.32%) are hitting day lows. 55.3% (3,076) issues are now in decline against 41.2% (2,291) advancing. With that, let's turn our attention to the top and bottom 20 stocks ...

【有線新聞】美國前國務卿希拉莉稱，對已故淫媒富商愛潑斯坦的罪行一無所知。 希拉莉出席眾議院監督委員會長逾6小時的閉門聽證會後，稱已盡力回應議員質詢，重申不認識愛潑斯坦，他的丈夫前總統克林頓將在周五作證。希拉莉早前在社交平台發聲明指未曾接觸愛潑斯坦，對他及馬克斯韋爾的犯罪活動毫不知情。批評共和黨議員明知她幾乎沒有合適資訊提供仍強迫她作供，目的是轉移視線，又稱委員會理應傳召總統特朗普出席聽證會。

格隆汇2月27日｜墨西哥央行预测2026年GDP增长率为1.6%，高于此前报告中的1.1%；预计2027年GDP增长率为2.0%，与此前报告持平。

【有線新聞】迪拜網球錦標賽，麥維迪夫輕鬆晉身男單四強。 綠衫的麥維迪夫發球強勁，令布祿斯比無還擊之力，首盤先贏6比2。這位3號種子全場11次破發機會把握到5次，追上網前，挑一板後場得手。2022年邁阿密賽後再交手，贏家都是麥維迪夫。主動得分18對2，沒遇到破發下，第二盤再贏6比1。用了57分鐘直落兩盤過關，會與安格艾利亞森爭入決賽。

Westgold Resources press release ( WGXRF ): 1H GAAP EPS of $33.20cps. Revenue of $1.23M. More on Westgold Resources Limited Westgold Resources Limited (WGX:CA) Q2 2026 Earnings Call Transcript Westgold Resources Limited (WGX:CA) Q2 2026 Earnings Call Transcript Westgold Resources Limited 2026 Q2 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Westgold Resources Limited Historical earnings data for Westgold Resources Limited

The publisher of the Mirror and Express newspapers has suffered a plunge in online readership across its regional titles as it reels from Google’s algorithm changes.

【有線新聞】新加坡乒乓大滿貫，港隊的黃鎮廷、杜凱琹混雙四強止步。 湖水藍衫的「黃杜配」硬撼巴西的卡達蘭奴、高橋般娜。採取主動，逼到對方打失，先贏11比9。黃鎮廷繼男單32強後再鬥卡達蘭奴，但未能復仇。擋不住巴西組合的強攻，連輸8比11、9比11。黃鎮廷、杜凱琹第四局嘗試還擊，但不成功，再輸8比11，局數倒輸1比3。 畫面右方的「一哥」王楚欽局數3比1反勝丹麥的連特，晉身男單八強。

格隆汇2月27日｜阿曼外长：在美伊谈判取得重大进展后，我们结束了今日的会谈。我们将在双方首都进行磋商后尽快恢复谈判。技术层面的讨论将于下周在维也纳举行。