Good morning! There’s a lot of news to digest today. Australia’s top pension funds may struggle to fill vacancies in their top ranks as they can’t offer lucrative pay packages, compared to their global peers. Investors are piling into Australian bonds, attracted by yield and shelter from the AI scare trade . Meanwhile, the country’s home owners may have to brace themselves for another rate hike af...
Good morning! There’s a lot of news to digest today. Australia’s top pension funds may struggle to fill vacancies in their top ranks as they can’t offer lucrative pay packages, compared to their global peers. Investors are piling into Australian bonds, attracted by yield and shelter from the AI scare trade . Meanwhile, the country’s home owners may have to brace themselves for another rate hike after stronger-than-expected inflation in January. - Sharon Klyne, private credit reporter. What’s happening now Some of the country’s most influential finance roles are up for grabs. However, the catch for executives tempted to move to Australia is that the tempting lifestyle may come with a slimmer pay packet. Investors are piling into Australian bonds as one of the world’s safest and highest-yielding sovereign debt markets offers shelter to those fleeing an AI scare trade. Inflows into Australian bond funds tracked by Morningstar Inc. topped A$4 billion last year, the most in four years. Lynas Rare Earths has overtaken Australian national carrier Qantas Airways by market capitalization, as concerns about China’s dominance of critical minerals lift the miner’s stock. Qantas profits climbed as new and more fuel-efficient Airbus aircraft replaced the airline’s aging domestic fleet Australia’s heritage laws are exacerbating the country’s housing affordability crisis by protecting hundreds of thousands of low-value buildings without weighing the economic costs, according to a report by the Centre for Independent Studies. Australia’s January inflation was stronger than expected, driven by housing costs and suggesting policy settings may need to be tightened further. However, Reserve Bank governor Michele Bullock thinks judging the economy is “a little more difficult” now. The Reserve Bank of New Zealand is proposing banks provide nationwide access to free cash services, pushing back against years of branch closures and ATM fees to withdraw money. Software maker WiseTech Global C...
StandardAero press release ( SARO ): FY Non-GAAP EPS of $1.19 beats by $0.35 . Revenue of $6.06B beats by $10M . StandardAero is initiating the following full year 2026 guidance: Full Year 2026 ($ in millions) Revenue 1 $6,275 to $6,425 Engine Services 1 $5,500 to $5,625 Component Repair Services $775 to $800 Adjusted EBITDA $870 to $905 Engine Services Segment $755 to $780 Component Repair Servic...
StandardAero press release ( SARO ): FY Non-GAAP EPS of $1.19 beats by $0.35 . Revenue of $6.06B beats by $10M . StandardAero is initiating the following full year 2026 guidance: Full Year 2026 ($ in millions) Revenue 1 $6,275 to $6,425 Engine Services 1 $5,500 to $5,625 Component Repair Services $775 to $800 Adjusted EBITDA $870 to $905 Engine Services Segment $755 to $780 Component Repair Services Segment $220 to $230 Free Cash Flow $270 to $300 Adjusted Earnings Per Share $1.35 to $1.45 Click to enlarge More on StandardAero StandardAero: Carlyle Exit Pressure Masks Strong Fundamentals StandardAero, Inc. (SARO) Presents at Bernstein Insights: 4th Annual Industrials Forum Investor Conference Transcript StandardAero: Aerospace MRO Strength Creates A Rare Investment Opportunity StandardAero sees FY2025 revenue of about $6.05B to $6.08B StandardAero stockholders to sell 50M shares in secondary offering; company to repurchase $50M
Earnings Call Insights: Allot Ltd. (ALLT) Q4 2025 Management View Eyal Harari, CEO, reported "a strong fourth quarter, concluding a year of accelerated revenue growth, significant expansion in cybersecurity ARR and solid improvements in profitability and operating cash flow." He highlighted that Allot "returned to double-digit year-over-year revenue growth, reaching $102 million, up 11% versus 202...
Earnings Call Insights: Allot Ltd. (ALLT) Q4 2025 Management View Eyal Harari, CEO, reported "a strong fourth quarter, concluding a year of accelerated revenue growth, significant expansion in cybersecurity ARR and solid improvements in profitability and operating cash flow." He highlighted that Allot "returned to double-digit year-over-year revenue growth, reaching $102 million, up 11% versus 2024." Harari emphasized the Cybersecurity as a Service (SECaaS) growth, stating the annual recurring revenue (ARR) was "up 69% year-over-year" and recurring revenue increased to "28% of revenues for the fourth quarter." For the full year, recurring revenue represented "62% of total revenue." The CEO detailed a partnership with Compax Venture for MVNO cybersecurity, describing it as "another scalable avenue of recurring revenue, extending our reach into new customer segments and use cases." Product innovation was underscored, with the release of the off-net solution and ongoing AI-enabled product development: "We have already upsell this product to both existing and new customers." Harari announced a new multiyear deal with a Tier 1 telecom provider in Asia worth "high single-digit millions" and referenced a "tens of millions of dollar agreement signed last year with a Tier 1 operator in the EMEA region." Looking forward, Harari projected 2026 revenue between "$113 million and $117 million alongside continued profitability improvements." Liat Nahum, CFO, stated, "Revenue in the fourth quarter were $28.4 million, up 14% year-over-year. Revenue from our growth engine, Cybersecurity as a Service were $8.1 million in the quarter, up 70% year-over-year and comprising 28% of our revenue in the quarter." Nahum reported, "Non-GAAP gross margin in the quarter was 71.9% compared with 69.7% in the fourth quarter of last year," and "Non-GAAP net income was $4.1 million in the quarter or a profit of $0.08 per diluted share, up 105% compared with $2 million in Q4 2024." Outlook Management g...
Lean hog futures are showing slightly higher trade on Wednesday’s midday, up 10 to 37 cents at midday. USDA’s national base hog price was reported at $91.85 on Wednesday morning. The CME Lean Hog Index was 18 cents higher on Feb 20 at $88.35. Pork stocks at the end of...
Lean hog futures are showing slightly higher trade on Wednesday’s midday, up 10 to 37 cents at midday. USDA’s national base hog price was reported at $91.85 on Wednesday morning. The CME Lean Hog Index was 18 cents higher on Feb 20 at $88.35. Pork stocks at the end of...
Earnings Call Insights: Hyliion Holdings Corp. (HYLN) Q4 2025 Management View Thomas Healy, Founder, President, CEO & Director, said Hyliion is “positioned strongly to deploy more early adopter units and move towards commercialization.” Healy detailed that the KARNO power module “is now performing at a level that meets our initial customer needs.” Healy reported that “we have successfully complete...
Earnings Call Insights: Hyliion Holdings Corp. (HYLN) Q4 2025 Management View Thomas Healy, Founder, President, CEO & Director, said Hyliion is “positioned strongly to deploy more early adopter units and move towards commercialization.” Healy detailed that the KARNO power module “is now performing at a level that meets our initial customer needs.” Healy reported that “we have successfully completed UL testing for both the linear electric motor and the battery pack,” and are nearing completion of full module certification, with final testing expected in the second quarter. Healy described demonstrating “175 kilowatts of power production” and expects to “reach the full 200-kilowatt design power rating by year-end as we transition into commercialization.” Healy highlighted fuel flexibility, including “dynamic fuel switching with the KARNO power module transitioning between natural gas and propane,” and successful diesel operation meeting “Tier 4 final emissions requirements without the use of exhaust after treatment systems.” Healy indicated plans to “deploy approximately 10 early adopter units prior to commercialization,” and outlined strong interest from data center markets, noting that “our platform already operates at 800 volts DC, which aligns directly with this emerging standard.” Healy added, “We have nearly 500 units under nonbinding letters of intent.” Healy announced a strategic partnership with ABM Industries “to support the deployment of integrated distributed energy solutions,” combining KARNO technology with ABM’s site engineering and operational capabilities. Jon Panzer, Chief Financial Officer, stated, “In the fourth quarter, we recorded revenue of $700,000 from research and development services related to our contracts with the Office of Naval Research.” Panzer said, “total operating expenses for the fourth quarter were $15 million down from $17.2 million in the fourth quarter of 2024,” and the company had “a total net loss in the fourth quarter was $1...
Carriage press release ( CSV ): FY Non-GAAP EPS of $3.20 misses by $0.07 . Revenue of $417.4M (+3.3% Y/Y) beats by $1.79M . Guidance 2026 The company's guidance for 2026 is $440-$450 million in total revenue, adjusted consolidated EBITDA of $135million -$140 million, adjusted diluted EPS of $3.35-$3.55, and adjusted free cash flow of $40 million-$50 million, which assumes $25 million -$30 million ...
Carriage press release ( CSV ): FY Non-GAAP EPS of $3.20 misses by $0.07 . Revenue of $417.4M (+3.3% Y/Y) beats by $1.79M . Guidance 2026 The company's guidance for 2026 is $440-$450 million in total revenue, adjusted consolidated EBITDA of $135million -$140 million, adjusted diluted EPS of $3.35-$3.55, and adjusted free cash flow of $40 million-$50 million, which assumes $25 million -$30 million in capital expenditures. More on Carriage Carriage: Dividend Trends By The Numbers Carriage Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Carriage Historical earnings data for Carriage Dividend scorecard for Carriage
On Wednesday, people seemed more willing to shop at stores operated by TJX Companies (NYSE: TJX) than buy its stock. The retail conglomerate posted fourth-quarter and full-year fiscal 2026 results that investors found wanting; they indicated their displeasure by trading the shares down by more than 1% that day. TJX booked net sales of $17.7 billion in the quarter, up 9% from the same period of fis...
On Wednesday, people seemed more willing to shop at stores operated by TJX Companies (NYSE: TJX) than buy its stock. The retail conglomerate posted fourth-quarter and full-year fiscal 2026 results that investors found wanting; they indicated their displeasure by trading the shares down by more than 1% that day. TJX booked net sales of $17.7 billion in the quarter, up 9% from the same period of fiscal 2025, on comparable sales that advanced 5% and matched the full-year result. Net income in accordance with generally accepted accounting principles (GAAP) was $1.8 billion. On a per-share basis, this was $1.58, up 28% year over year. Under non-GAAP (adjusted) standards, that earnings per share (EPS) figure was $1.43, marking a 16% improvement. Image source: Getty Images. Continue reading
Safety Insurance press release ( SAFT ): Q4 Non-GAAP EPS of $1.51. Revenue of $319.34M (+11.4% Y/Y). More on Safety Insurance Seeking Alpha’s Quant Rating on Safety Insurance Dividend scorecard for Safety Insurance Financial information for Safety Insurance
Safety Insurance press release ( SAFT ): Q4 Non-GAAP EPS of $1.51. Revenue of $319.34M (+11.4% Y/Y). More on Safety Insurance Seeking Alpha’s Quant Rating on Safety Insurance Dividend scorecard for Safety Insurance Financial information for Safety Insurance
Image source: The Motley Fool. Wednesday, February 25, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Wednesday, February 25, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Circle Internet Group (NYSE:CRCL), which provides infrastructure for stablecoin and blockchain applications, closed Wednesday at $83.14, up 35.47%. The stock rallied after Q4 2025 results topped revenue and EPS expectations. Investors are watching ongoing USDC growth, margins, an
Circle Internet Group (NYSE:CRCL), which provides infrastructure for stablecoin and blockchain applications, closed Wednesday at $83.14, up 35.47%. The stock rallied after Q4 2025 results topped revenue and EPS expectations. Investors are watching ongoing USDC growth, margins, an
(RTTNews) - BJ's Restaurants, Inc. (BJRI) on Wednesday reported a return to profitability in the fourth quarter and a sharp increase in full-year earnings, as higher sales and lower impairment charges lifted results.
(RTTNews) - BJ's Restaurants, Inc. (BJRI) on Wednesday reported a return to profitability in the fourth quarter and a sharp increase in full-year earnings, as higher sales and lower impairment charges lifted results.
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Zoom Communications Buy Zoom And Get Anthropic Equity Now Before The IPO Zoom: Discounted For A Reason - Wait For More Growth Zoom: RPO Acceleration, Buybacks Picking Up Steam Zoom slides amid weak Q4 results, mixed outlook Zoom Communications Non-GAAP EPS of $1.44 misses by $0.05, revenue of $1.25B beats by $20M
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Zoom Communications Buy Zoom And Get Anthropic Equity Now Before The IPO Zoom: Discounted For A Reason - Wait For More Growth Zoom: RPO Acceleration, Buybacks Picking Up Steam Zoom slides amid weak Q4 results, mixed outlook Zoom Communications Non-GAAP EPS of $1.44 misses by $0.05, revenue of $1.25B beats by $20M
(RTTNews) - Snowflake Inc. (SNOW) on Wednesday reported strong revenue growth in its fiscal fourth quarter, while narrowing its net loss compared with a year earlier.
(RTTNews) - Snowflake Inc. (SNOW) on Wednesday reported strong revenue growth in its fiscal fourth quarter, while narrowing its net loss compared with a year earlier.
Victor Khosla, founder and CIO of Strategic Value Partners, warns about the contagion risk facing the credit market from the selloff in software stocks. He speaks on "Bloomberg The Close." (Source: Bloomberg)
Victor Khosla, founder and CIO of Strategic Value Partners, warns about the contagion risk facing the credit market from the selloff in software stocks. He speaks on "Bloomberg The Close." (Source: Bloomberg)