Earnings Call Insights: Napco Security Technologies (NSSC) Q2 2026 Management View Richard Soloway, CEO, highlighted record Q2 revenue and ongoing momentum, driven by "our recurring revenue model, which delivers steady growth while maintaining its substantial profitability." Soloway stated that equipment revenue saw double-digit increases for consecutive quarters and noted ongoing strength in both...
Earnings Call Insights: Napco Security Technologies (NSSC) Q2 2026 Management View Richard Soloway, CEO, highlighted record Q2 revenue and ongoing momentum, driven by "our recurring revenue model, which delivers steady growth while maintaining its substantial profitability." Soloway stated that equipment revenue saw double-digit increases for consecutive quarters and noted ongoing strength in both the door locking and Intrusion and Alarm segments. He added, "We are confident in our ability to continue the momentum through the end of the fiscal 2026 and to execute on our plan to provide enhanced shareholder value and growth." Soloway announced a significant management addition: "We are pleased with the recent addition of our Chief Revenue Officer, Joe Paczynski. With his 35-plus years as a business development executive, he will provide the company with strong leadership, vision and the ability to help NAPCO achieve even stronger revenue growth." Kevin Buchel, COO, reported, "Total revenue for the quarter was $48.2 million, and that represents a Q2 record, and it's an increase of 12.2% compared to last year's second quarter." He noted equipment revenue of $24.3 million, up 12% year-over-year, and cited "continued strength and durability of our distributor and dealer relationships as well as the impact of the price increases implemented at the end of fiscal 2025." Buchel emphasized operational efficiency, with equipment gross margin improving to 28% from 24% the previous year, and recurring revenue growing 12.5% to $23.8 million with a gross margin of 90.2%. The recurring revenue run rate reached $99 million based on January 2026 recurring revenue, up from $95 million last quarter. He stated, "Operating income for the Q2 increased 32% year-over-year to $14.8 million. Net income increased 29% to $13.5 million, and that represents 28% of revenue for the quarter." Andrew Vuono, CFO, reported, "Net revenue for the quarter increased 12.2% to $48.2 million as compared to $4...
↘️ Coinbase (COIN), Strategy (MSTR) and Robinhood (HOOD): Shares of the crypto-linked companies slid after bitcoin prices sank. The digital token recently traded at around $78,000. 🔎Newmont (NEM) and Barrick Mining (B, CA: ABX): Shares in the gold miners finished higher.
↘️ Coinbase (COIN), Strategy (MSTR) and Robinhood (HOOD): Shares of the crypto-linked companies slid after bitcoin prices sank. The digital token recently traded at around $78,000. 🔎Newmont (NEM) and Barrick Mining (B, CA: ABX): Shares in the gold miners finished higher.
Yuriy Pozdnikov/iStock via Getty Images To the extent that “ignore the valuation and just buy” is a viable investment strategy, you could do worse than Atlas Copco AB (publ) ( ATLKY ), as this leading industrial at least has a long-term track record of market-beating and sector-beating performance, despite an often-high valuation. Here and now, Atlas looks operationally well-poised to leverage an ...
Yuriy Pozdnikov/iStock via Getty Images To the extent that “ignore the valuation and just buy” is a viable investment strategy, you could do worse than Atlas Copco AB (publ) ( ATLKY ), as this leading industrial at least has a long-term track record of market-beating and sector-beating performance, despite an often-high valuation. Here and now, Atlas looks operationally well-poised to leverage an eventual industrial recovery, but the shares have already moved some ahead of this recovery. Atlas shares have had a mixed performance since my last update . The local shares are basically flat, meaningfully underperforming the broader industrial space and higher-flying names like Parker Hannifin ( PH ), though outperforming Ingersoll Rand ( IR ) and until very recently also outperforming VAT Group ( VACNY ). The U.S.-traded ADRs have fared modestly better due to currency moves but have still lagged the broader industrial sector. Although I have some doubts about the pace of recovery in 2026, I do expect Atlas to see a strong rebound over the next three years with double-digit annualized core revenue growth and meaningful margin re-expansion. While that doesn’t drive a compelling fair value today, investors who can live with the valuation challenges here may yet see this as a credible name to play a broader industrial recovery as well as a renewed semiconductor capex cycle. A Weak End To 2025 And So-So Guidance Atlas didn’t exactly close the year on a strong note, as fourth quarter results were disappointing across most lines and guidance was not exactly robust. Revenue declined 7% as reported and was flat in organic terms, which is shaping up as a relatively weak performance compared to the broader industrial sector so far and was a bit below sell-side expectations. Gross margin picked up 50bp to 42%, but adjusted operating income declined 13%, missing by 4%, with margin down 130bp to 20.5%. The Compressor Technique business saw 3% revenue growth, missing slightly, with so...
Suzi Media Production/iStock via Getty Images Introduction It's time for a fresh look at ConocoPhillips ( COP ). Recent crude price action has taken the stock out of the $80s into the low $100s, slightly above the area where we've recommended the company in the past. Most recently, in the middle of last year, we gave it a "Strong B uy" in the $90s on rising cash flow following the Marathon Oil acq...
Suzi Media Production/iStock via Getty Images Introduction It's time for a fresh look at ConocoPhillips ( COP ). Recent crude price action has taken the stock out of the $80s into the low $100s, slightly above the area where we've recommended the company in the past. Most recently, in the middle of last year, we gave it a "Strong B uy" in the $90s on rising cash flow following the Marathon Oil acquisition a few months earlier. OCF from Q-3, 2024-Q-3, 2025 is up, but only slightly, from $5,763 bn to $5,878 bn, or 2%. Probably due to declining oil prices, but still a disappointment after a $22.5 bn acquisition. Hopefully better days are ahead. The slide below tells a pretty good story-lower capex, LOE heading down, and a slight rise in production. If they deliver on this incrementally when they report on the 4th, the stock could rally. The inverse would also be true in the case where there is no progress. COP 2026 Guidance (COP) The market has mixed emotions about COP's prospects. After a year of EPS beats, forecasts are for a big drop-$1.07 per share for Q-4, 2025. That's down from $1.41-which they beat by a mile, coming in at $1.61 for Q-3. The overall rating is Overweight , which can be a weak "Buy" or a "Hold." Price targets have a midpoint of $115.00, or about 6% higher than the present $104-ish. ConocoPhillips is one we've owned in the past and notionally would like to own again. In times past, its current price point around $100 was our buy signal, and it may still be after we do our due diligence. It trades in a fairly close range with other big-cap shale drillers that also have international exposure, with the exception of Canadian Natural Resources ( CNQ ). ( CNQ may have gotten out a little over its skis .) But the price per flowing barrel of $62,500 may also be a little rich. Shale cohort (Seeking Alpha) So let's review what COP told us at the end of Q-3 and decide how it ranks against other opportunities. The Thesis for ConocoPhillips Currently producing ...
On Jan. 22, 2026, Stanich Group LLC reported in an SEC filing that it sold out its entire position in iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC) during the fourth quarter. The estimated value of the trade was $5.56 million, based on the average price for the quarter. According to a Jan. 22, 2026, SEC filing , Stanich Group LLC eliminated its holding of 235,868 shares in iShares ESG Awa...
On Jan. 22, 2026, Stanich Group LLC reported in an SEC filing that it sold out its entire position in iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC) during the fourth quarter. The estimated value of the trade was $5.56 million, based on the average price for the quarter. According to a Jan. 22, 2026, SEC filing , Stanich Group LLC eliminated its holding of 235,868 shares in iShares ESG Aware USD Corporate Bond ETF in the fourth quarter. The estimated transaction value was $5.56 million, calculated using the quarter’s average price. The fund reported a $5.56 million decrease in the quarter-end value of its SUSC stake, which includes both trading and price effects. iShares ESG Aware USD Corporate Bond ETF (SUSC) offers institutional and individual investors exposure to a diversified portfolio of investment-grade U.S. corporate bonds screened for ESG factors. The fund aims to deliver stable income and moderate total return while integrating responsible investment principles. Its scale and disciplined index-tracking methodology provide efficient access to the ESG segment of the U.S. corporate bond market. Continue reading
The 2027 World Cup will get off to a low-key start with Australia kicking off against Hong Kong after the organisers opted against beginning the tournament with the Wallabies’ blockbuster pool fixture against New Zealand. When Australia were drawn in the same pool as their arch-rivals in December it was widely expected that such a mouth-watering fixture would raise the curtain on the tournament. H...
The 2027 World Cup will get off to a low-key start with Australia kicking off against Hong Kong after the organisers opted against beginning the tournament with the Wallabies’ blockbuster pool fixture against New Zealand. When Australia were drawn in the same pool as their arch-rivals in December it was widely expected that such a mouth-watering fixture would raise the curtain on the tournament. However, with the first match taking place on Australia’s west coast in Perth on 1 October, organisers have opted to pit Hong Kong – competing at their first World Cup – against the Wallabies in what is sure to be a one-sided affair. The opening weekend of the tournament features just one fixture involving two tier-one nations – South Africa against Italy. Australia’s fixture against the All Blacks will take place on the second weekend of the tournament in Sydney, where a bigger stadium will maximise exposure. England, meanwhile, will begin their campaign in Brisbane against Tonga on Saturday 2 October before locking horns with Zimbabwe – appearing at the World Cup for the first time since 1991 – in Adelaide on Friday 8 October and finishing their pool-stage campaign against Wales in Sydney on Saturday 16 October. Should they progress as expected, Borthwick’s side will have to crisscross Australia with a last-16 trip to Perth on the cards where they could face Italy. Borthwick is planning a reconnaissance mission to Australia but with the Rugby Football Union’s performance operations manager, Charlotte Gibbons, seconded to the British & Irish Lions tour last year, the head coach believes England will leave no stone unturned in their preparations. “With the clarity from this announcement, we can also now start our own planning, to ensure we arrive in Australia ready to perform at our best,” the England head coach said. “Being based across Brisbane, Adelaide and Sydney gives us the opportunity to play in three outstanding stadiums in a country rich in rugby and World Cup histo...
Central Asia’s water insecurity may seem a distant concern. But its rivers underpin Eurasian trade corridors, sustain global food markets and power regional energy systems. As water stress worsens, this is no longer just an environmental issue but a strategic threat across Eurasia – demanding urgent attention in Beijing, Brussels and beyond. Central Asia is warming twice as fast as the global aver...
Central Asia’s water insecurity may seem a distant concern. But its rivers underpin Eurasian trade corridors, sustain global food markets and power regional energy systems. As water stress worsens, this is no longer just an environmental issue but a strategic threat across Eurasia – demanding urgent attention in Beijing, Brussels and beyond. Central Asia is warming twice as fast as the global average, accelerating glacier retreat in mountain ranges that act as natural reservoirs. As a result, flows in the major transnational rivers are becoming more volatile while droughts grow more frequent. These shifts strain agriculture and hydropower, undermine rural livelihoods and deepen socio-economic vulnerabilities across the region. For Beijing, these risks are immediate. Western China and Central Asia share key river basins, making water security a cross-border concern. Unpredictable flows strain agriculture and industry in Xinjiang, while water scarcity compounds socio-economic pressures in sensitive border regions – an issue Beijing monitors closely. Advertisement Climate stress in Central Asia also affects the Belt and Road Initiative . Transport corridors, industrial zones and logistics hubs depend on predictable water and energy supplies. Meanwhile, disruptions to food imports from Kazakhstan and instability in regional energy exchanges affect China’s western development strategy and the long-term viability of its Eurasian corridors. Europe faces parallel exposure. The European Union is investing heavily in the Trans-Caspian International Transport Route as an alternative to routes transiting Russia and a part of supply chain diversification. The EU, together with partner institutions, is also accelerating investment in the Global Gateway framework to support connectivity in Central Asia. Advertisement But the persistent threat of climate volatility looms large over the corridor’s reliability: water shortages can disrupt industry and agriculture, strain power networ...
SANTA CLARA, Calif., Feb. 02, 2026 (GLOBE NEWSWIRE) -- SI-BONE, Inc. (Nasdaq: SIBN), the global leader in developing procedural solutions to address clinical challenges associated with compromised bone, today announced it will report financial results for the fourth quarter and full year ended December 31, 2025 after market close on Monday, February 23, 2026. Management will host a conference call...
Southampton, PA, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Quaint Oak Bancorp, Inc. (the “Company”) (OTCQB: QNTO), the holding company for Quaint Oak Bank (the “Bank”), announced today net income for the quarter ended December 31, 2025 of $174,000, or $0.07 per basic and diluted share, compared to net income of $1.6 million, or $0.60 per basic and diluted share, for the same period in 2024. Net income for...
Southampton, PA, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Quaint Oak Bancorp, Inc. (the “Company”) (OTCQB: QNTO), the holding company for Quaint Oak Bank (the “Bank”), announced today net income for the quarter ended December 31, 2025 of $174,000, or $0.07 per basic and diluted share, compared to net income of $1.6 million, or $0.60 per basic and diluted share, for the same period in 2024. Net income for the year ended December 31, 2025 was $322,000, or $0.12 per basic and diluted share, compared to net income of $2.8 million, or $1.08 per basic and diluted share, for the same period in 2024. Robert T. Strong, Chief Executive Officer stated, “Starting our Centennial Year is a proud moment for our entire organization as it reflects a long-standing culture of resilience and disciplined leadership. Our ability to navigate changing environments while investing in the future has earned the continued trust of shareholders and customers. Reaching 100 years is not about survival but sustained progress, driven by adapting to industry direction and the evolving needs of our customers.” “2025 continued as a year of building out both technology platforms and personnel which largely accounted for the $2.2 million increase in non-interest expense for the year ended December 31, 2025, over calendar year 2024. During 2025, the Bank invested significant resources and capital to lay the proper foundation on which we expect to grow net income and optimize the balance sheet.” “As we enter 2026, we have now moved from investment to activation in our international correspondent banking business line, from which we expect to see results in 2026. We anticipate that the long-term investments we have made have positioned us for growth in this sector and will provide promising results.” “Additionally, our SBA initiative showed considerable progress in 2025. Our status as an SBA Preferred Lender has empowered the Commercial Lending team to operate with greater efficiency, resulting in a substantial i...
With record earnings likely coming this year, investors can't get enough of this century-old industrial giant. In January 2025, I predicted that Nvidia, which was the best-performing component of the Dow Jones Industrial Average in 2024, would beat the S&P 500 again in 2025. That prediction came true. And although Nvidia was one of the top Dow performers, it wasn't No. 1. Heavy machinery and earth...
With record earnings likely coming this year, investors can't get enough of this century-old industrial giant. In January 2025, I predicted that Nvidia, which was the best-performing component of the Dow Jones Industrial Average in 2024, would beat the S&P 500 again in 2025. That prediction came true. And although Nvidia was one of the top Dow performers, it wasn't No. 1. Heavy machinery and earth-moving equipment manufacturer Caterpillar (CAT +5.10%) surged 57.9% in 2025 -- making it the top performer of the 30 Dow components. Caterpillar has added to those gains -- up 14.7% year to date at the time of this writing, and surpassing $300 billion in market capitalization for the first time in company history. Here's why Caterpillar is on fire, and if the blue chip stock has more room to run in 2026. Caterpillar is very much a part of the AI boom The tech sector tends to capture the artificial intelligence (AI) spotlight. But rip-roaring gains from industrial stocks like Caterpillar and GE Vernova demonstrate the ripple effects of demand for AI infrastructure. Expand NYSE : CAT Caterpillar Today's Change ( 5.10 %) $ 33.55 Current Price $ 690.91 Key Data Points Market Cap $308B Day's Range $ 657.43 - $ 691.38 52wk Range $ 267.30 - $ 691.38 Volume 4.4M Avg Vol 2.5M Gross Margin 34.32 % Dividend Yield 0.90 % Data centers are chock-full of high-powered chips and networking systems. But building those data centers requires power and construction. Caterpillar is at the cross-section of both the construction side of AI data centers and the power side. The company makes industrial gas turbines, generator sets, and battery storage solutions that can help power data centers when grid connections are limited or unavailable. Caterpillar has also been implementing AI into its products through the Cat AI Assistant and developing more intelligent, autonomous machines. On Jan. 7, Caterpillar announced a partnership with Nvidia to take AI to the physical world through industrial innova...
(RTTNews) - Rebounding from Friday's losses, Canadian stocks moved higher on Monday after market sentiments were boosted following the release of stronger-than-expected Purchasing Managers' Index data that showed expansion in the manufacturing sector. After opening just a little below the previous week's close, today the benchmark S&P/TSX Composite Index gained momentum to trade positively through...
(RTTNews) - Rebounding from Friday's losses, Canadian stocks moved higher on Monday after market sentiments were boosted following the release of stronger-than-expected Purchasing Managers' Index data that showed expansion in the manufacturing sector. After opening just a little below the previous week's close, today the benchmark S&P/TSX Composite Index gained momentum to trade positively throughout the session before settling at 32,183.88, up by 260.36 points (or 0.82%). Nine of the 11 sectors posted gains today, with the consumer staples sector leading the pack. On the economic data front, S&P Global's Canada Manufacturing Purchasing Managers' Index rose to 50.4 for January 2026 from 48.6 in the previous month. This marks the end of an eleven-month downturn, indicating that there is an expansion of industrial activity despite U.S. tariff pressures and prevailing global trade uncertainty. Last weekend, after U.S. President Donald Trump announced that he has finalized Kevin Warsh as his choice to succeed current U.S. Federal Reserve Chair Jerome Powell, stocks linked to gold and silver plummeted, pulling down the index. As Warsh is known for his "hawkish" stance, markets discounted any future rate cuts for this year, and the U.S. dollar index gained while metals slumped. Gold prices today extended the losses. Signaling a potential de-escalation of the U.S.-Iran conflict over Iran's nuclear program, Trump yesterday announced that Iran was "seriously talking with the U.S." As signs of easing of tensions surface, oil prices turned to the downside, leading to losses in the oil-linked energy sector stocks in Canada market. While the weakness in the energy sector weighed on the index, strength in the consumer staples and financial sectors overrode the losses. Last week, Prime Minister Mark Carney promised to help low-income consumers to shield the effects of rising grocery prices by including a 25% hike to the GST credit over the next five years along with a one-time pay...
Populist conservative Laura Fernández wins Costa Rica's presidential election toggle caption Carlos Borbon/AP SAN JOSE, Costa Rica — Conservative populist Laura Fernández won Costa Rica's presidency, promising to continue the aggressive reorienting of the Central American nation's politics started by her political sponsor, outgoing President Rodrigo Chaves. Preliminary and partial results showed t...
Populist conservative Laura Fernández wins Costa Rica's presidential election toggle caption Carlos Borbon/AP SAN JOSE, Costa Rica — Conservative populist Laura Fernández won Costa Rica's presidency, promising to continue the aggressive reorienting of the Central American nation's politics started by her political sponsor, outgoing President Rodrigo Chaves. Preliminary and partial results showed the Costa Rican president's handpicked successor captured the win with a resounding first-round victory, eliminating the need for a runoff in a crowded field after Sunday's election. The Supreme Electoral Tribunal reported that with votes from 96.8% of polling places tallied, Fernández of the Sovereign People's Party had 48.3% of the vote. Her closest challenger was economist Álvaro Ramos of the National Liberation Party with 33.4%. Sponsor Message Ramos conceded Sunday night and pledged to lead a "constructive opposition," but one that would not let those in power get away with anything. Fernández will not be formally declared the winner until electoral officials complete a manual count scheduled to begin Tuesday. "In democracy dissent is allowed, criticizing is allowed," he said. On Monday, Fernández said that her greatest desire as the next president is to consolidate Costa Rica's development to be able to better face global challenges and to produce solid economic growth. "I hope that we can immediately lower the flags of whichever political party and start working only in favor of the Costa Rican flag," Fernández said. "I believe the Costa Rican people expect nothing less of us." At least 40% of the total vote was required to win the presidential election in the first round. Fernández campaigned on continuing the policies of the term-limited Chaves. The historically peaceful Central American nation's crime surge in recent years was a major issue in the campaign. Some voters faulted Chaves' presidency for failing to bring those rates down, but many see a continuation of ...
Seeking Alpha More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M Simon Property Q4 earnings previ...
Seeking Alpha More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M Simon Property Q4 earnings preview: What to expect
J Studios/DigitalVision via Getty Images Investment Thesis Earlier this month I downgraded my views on Apple Inc. ( AAPL ) on the rising possibility of cost pressures on Apple’s iPhone and Mac lines of products. I also raised concerns about how the markets might negatively view Apple’s Siri + Gemini integration, but Apple’s superb Q1 FY26 ER changed my mind about the iPhone maker’s growth prospect...
J Studios/DigitalVision via Getty Images Investment Thesis Earlier this month I downgraded my views on Apple Inc. ( AAPL ) on the rising possibility of cost pressures on Apple’s iPhone and Mac lines of products. I also raised concerns about how the markets might negatively view Apple’s Siri + Gemini integration, but Apple’s superb Q1 FY26 ER changed my mind about the iPhone maker’s growth prospects. Apple’s iPhone product line delivered surprising revenue growth that blew past the Street’s expectations, now growing at a pace not seen since 2021. But the ER also showed something even more surprising—that sales from China skyrocketed, also blowing past industry expectations. Despite my initial concerns about margin pressures (from rising memory costs), management has restored confidence in fortifying margins, as I explain below. I am upgrading my views on Apple to bullish after their Q1 ER updates . The iPhone Gives Apple Some Rest From AI Critics In the words of Apple’s management, “It was a fantastic quarter for iPhone with an all-time revenue record of $85.3 billion, up 23% year-over-year,” as noted on the Q1 FY26 call . Exhibit A: Apple’s quarterly growth trends by product revenue shows a sharp uptick in iPhone sales last quarter. (Company filings) The robust sales in Apple’s iPhone product line pushed up the growth rate of Apple’s overall revenues to $143.7B, growing at a massive 16% while beating the Street’s top-line growth estimates by ~4%. I say “massive” because it’s been over 16 quarters since we last saw mid-teen growth in Apple’s overall revenue base. Management singled out the iPhone 17 lineup as the catalyst for reviving growth in the iPhone, coinciding with the much-awaited upgrade cycle that finally appears to have arrived for Apple. A deeper look into Apple’s financials shows that the iPhone was not just popular in the North American market, where iPhone sales robustly accelerated to 11%, almost double the growth rate seen in the prior quarter. China...
jetcityimage/iStock Editorial via Getty Images Simon Property Group ( SPG ) delivered Q4 adjusted FFO that met the average analyst estimate when excluding one-time items, even as Q4 revenue easily beat the Wall Street consensus. Property expenses came in higher than Wall Street was expecting. The shopping mall REIT expects 2026 real estate FFO per share of $13.00-$13.25 (midpoint $13.13) vs. the a...
jetcityimage/iStock Editorial via Getty Images Simon Property Group ( SPG ) delivered Q4 adjusted FFO that met the average analyst estimate when excluding one-time items, even as Q4 revenue easily beat the Wall Street consensus. Property expenses came in higher than Wall Street was expecting. The shopping mall REIT expects 2026 real estate FFO per share of $13.00-$13.25 (midpoint $13.13) vs. the average analyst estimate of $13.09. Q4 FFO per share of $3.27 vs. $3.25 in Q3 and $3.68 in Q4 2024. Excluding a $0.15 per share contribution from other platform investments, a $0.31 per share loss from Catalyst Brands restructuring costs and value adjustment, and a $0.06 per share loss on unrealized mark-to-market adjustment in Klépierre exchangeable bonds, FFO per share would be $3.49, in line with the consensus estimate. Real estate FFO per share of $3.49 increased from $3.22 in the prior quarter and $3.35 in the year-ago quarter. Q4 revenue of $1.79B, topping the $1.51B consensus, climbed from $1.60B in Q3 and $1.58B in the year-ago Q4. Simon Property Group ( SPG ) stock slipped 1.2% in after-hours trading. Total operating expenses of $900.8M grew from $788.7M in the previous quarter and $746.5M a year ago. Property operating expenses of $154.5M, exceeding the Visible Alpha consensus of $140.7M, increased from $149.8M in Q3 and $131.2M in Q4 2024. Domestic property net operating income rose 4.4% from a year ago vs. +5.1% in Q3. Occupancy at the company’s U.S. malls and premium outlets was 96.4% at Dec. 31, 2025, vs. 96.4% at Sept. 30, 2025, and 96.5% at Dec. 31, 2024. Conference call at 5:00 PM ET. More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M
Neil Gaiman has said that multiple sexual assault allegations against him are “simply untrue” and claimed to be the victim of a “smear campaign”, in the first post addressing the accusations for almost a year. Gaiman, 65, author of novels including American Gods and the Ocean at the End of the Lane, has faced allegations of sexual abuse and coercive behaviour which were outlined in a podcast by th...
Neil Gaiman has said that multiple sexual assault allegations against him are “simply untrue” and claimed to be the victim of a “smear campaign”, in the first post addressing the accusations for almost a year. Gaiman, 65, author of novels including American Gods and the Ocean at the End of the Lane, has faced allegations of sexual abuse and coercive behaviour which were outlined in a podcast by the Tortoise Media team in July 2024. When New York Magazine published its own investigation in January 2025, Gaiman made a statement insisting he had “never engaged in nonconsensual sexual activity with anyone. Ever”. Nine women have come forward to accuse Gaiman of sexual misconduct, including Scarlett Pavlovich, the former nanny to Gaiman and his wife, Amanda Palmer. The couple, who have a son together, are going through a divorce. On Monday evening Gaiman posted on his Facebook author page for the first time since the allegations broke, save for a book-related post in November, to say he had “learned first-hand how effective a smear campaign can be”. “The allegations against me are completely and simply untrue. There are emails, text messages and video evidence that flatly contradict them,” he said. “These allegations, especially the really salacious ones, have been spread and amplified by people who seemed a lot more interested in outrage and getting clicks on headlines rather than whether things had actually happened or not. (They didn’t.)” Gaiman said he had hoped there would be journalistic investigations that “would take the (mountains of) evidence into account” but he had been “astonished to see how much of the reporting was simply an echo chamber, and how the actual evidence was dismissed or ignored”. He added: “One thing that’s kept me going through all this madness is the conviction that the truth would, eventually, come out.” Since the allegations were published, one of Gaiman’s comic publishers, Dark Horse, has dropped him, while DC Comics, publishers of the Sa...