Amkor ( AMKR ) announced that 915 Investments, LP, a Kim Family investment vehicle, intends to sell 10M shares in a secondary underwritten public offering. The selling stockholder has granted the underwriter a 30-day option to purchase up to an additional 1.5M shares. All shares will be sold by the selling stockholder, and the company will not receive any proceeds from the offering. After the sale...
Amkor ( AMKR ) announced that 915 Investments, LP, a Kim Family investment vehicle, intends to sell 10M shares in a secondary underwritten public offering. The selling stockholder has granted the underwriter a 30-day option to purchase up to an additional 1.5M shares. All shares will be sold by the selling stockholder, and the company will not receive any proceeds from the offering. After the sale of the 10M shares, the Kim Family is expected to continue owning more than 49% of Amkor’s common stock. AMKR shares down 5.9% post-market. More on Amkor Technology Amkor Technology, Inc. 2025 Q4 - Results - Earnings Call Presentation Amkor Technology, Inc. (AMKR) Q4 2025 Earnings Call Transcript Amkor Technology, Inc. Leveraging On Growing Advanced Semiconductor Packaging Amkor Technology ticks up as Q4 results, guidance top estimates Amkor projects over 20% computing growth for 2026 while advancing Arizona expansion and HDFO ramp
In trading on Thursday, shares of the iShares U.S. Financial Services ETF (Symbol: IYG) crossed below their 200 day moving average of $87.47, changing hands as low as $87.00 per share. iShares U.S. Financial Services shares are currently trading down about 1.6% on the day. The
In trading on Thursday, shares of the iShares U.S. Financial Services ETF (Symbol: IYG) crossed below their 200 day moving average of $87.47, changing hands as low as $87.00 per share. iShares U.S. Financial Services shares are currently trading down about 1.6% on the day. The
In trading on Thursday, shares of the PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund ETF (Symbol: ZROZ) crossed above their 200 day moving average of $66.03, changing hands as high as $66.76 per share. PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange
In trading on Thursday, shares of the PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund ETF (Symbol: ZROZ) crossed above their 200 day moving average of $66.03, changing hands as high as $66.76 per share. PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange
Sixth Street Specialty Lending press release ( TSLX ): For the quarter ended December 31, 2025 net investment income and net income per share were $0.53 and $0.32, respectively. For the three months ended December 31, 2025 and 2024, total investment income was $108.2 million and $123.7 million, respectively. The decrease in total investment income was primarily from a decrease in total interest fr...
Sixth Street Specialty Lending press release ( TSLX ): For the quarter ended December 31, 2025 net investment income and net income per share were $0.53 and $0.32, respectively. For the three months ended December 31, 2025 and 2024, total investment income was $108.2 million and $123.7 million, respectively. The decrease in total investment income was primarily from a decrease in total interest from investments and other income. More on Sixth Street Specialty Lending Sixth Street Specialty Lending: 1.06x Coverage, First Lien Focus, Strong Dividend Sixth Street Specialty: Still Not A Buy, Here's Why Sixth Street Specialty: One Of The Great Disconnects Between BDC Price And Value Sixth Street Specialty Lending Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Sixth Street Specialty Lending
In trading on Thursday, shares of Revvity Inc (Symbol: RVTY) crossed below their 200 day moving average of $95.40, changing hands as low as $93.70 per share. Revvity Inc shares are currently trading off about 5.1% on the day. The chart below shows the one year performance of R
In trading on Thursday, shares of Revvity Inc (Symbol: RVTY) crossed below their 200 day moving average of $95.40, changing hands as low as $93.70 per share. Revvity Inc shares are currently trading off about 5.1% on the day. The chart below shows the one year performance of R
DraftKings press release ( DKNG ): Q4 Non-GAAP EPS of $0.36 misses by $0.05 . Revenue of $1.99B (+43.2% Y/Y) in-line. The increase in the Company’s fourth quarter 2025 revenue was driven primarily by continued healthy customer engagement, efficient acquisition of new customers, and higher Sportsbook net revenue margin. Monthly Unique Payers (“MUPs”) was unchanged year-over year at 4.8 million aver...
DraftKings press release ( DKNG ): Q4 Non-GAAP EPS of $0.36 misses by $0.05 . Revenue of $1.99B (+43.2% Y/Y) in-line. The increase in the Company’s fourth quarter 2025 revenue was driven primarily by continued healthy customer engagement, efficient acquisition of new customers, and higher Sportsbook net revenue margin. Monthly Unique Payers (“MUPs”) was unchanged year-over year at 4.8 million average monthly unique paying customers in the fourth quarter of 2025. Excluding Jackpocket, MUPs increased 5% compared to the same period in 2024, reflecting strong unique payer retention and acquisition across DraftKings’ Sportsbook and iGaming product offerings. Average Revenue per MUP (“ARPMUP”) was $139 in the fourth quarter of 2025, representing a 43% increase compared to the same period in 2024. The increase was primarily due to higher net revenue margin across both Sportsbook and iGaming. Fiscal Year 2026 Guidance DraftKings is introducing a fiscal year 2026 revenue guidance range of $6.5 billion to $6.9 billion vs $7.29B consensus and a fiscal year 2026 Adjusted EBITDA guidance range of $700 million to $900 million. The Company’s guidance ranges reflect expected investment in DraftKings Predictions, line-of-sight jurisdictions launches, and disciplined planning as business conditions evolve. Shares -4% . More on DraftKings DraftKings Q4 Earnings Preview: Buybacks Over Deleveraging Are Prediction Markets Really A Threat To DraftKings? DraftKings: The Market Should (And Will) Have Some Faith Kalshi's huge marketing blitz pays off with a Super Bowl win over online sportsbooks DraftKings Q4 2025 earnings preview: Results expected to surge Y/Y
In this article CART Follow your favorite stocks CREATE FREE ACCOUNT Cheng Xin | Getty Images Instacart shares climbed 14% during extended trading on Thursday after the grocery delivery company reported strong fourth-quarter revenue and upbeat guidance. Here's how the company did versus LSEG estimates: Earnings per share : 30 cents vs. 52 cents expected Revenue : $992 million vs. $974 million expe...
In this article CART Follow your favorite stocks CREATE FREE ACCOUNT Cheng Xin | Getty Images Instacart shares climbed 14% during extended trading on Thursday after the grocery delivery company reported strong fourth-quarter revenue and upbeat guidance. Here's how the company did versus LSEG estimates: Earnings per share : 30 cents vs. 52 cents expected Revenue : $992 million vs. $974 million expected Revenue grew 12% from a year ago. Net income totaled $81 million, or 30 cents per share. The company reported adjusted earnings before interest, taxes, depreciation and amortization of $303 million, topping the $292 million expected by StreetAccount. In a letter to shareholders, CEO Chris Rogers said Instacart's technology and customer-oriented approach are driving more growth and engagement to the platform. "Our execution on what matters most to customers is driving strong momentum on our marketplace, as well as our enterprise platform — which is a real, strategic advantage for us," he said. Gross transaction value, which tracks the value of goods sold, grew 14% from a year ago to $9.85 billion, surpassing a StreetAccount estimate of $9.54 billion. Instacart said this was its strongest quarter of growth for the metric in three years. Orders totaled 89.5 million orders, beating a StreetAccount estimate of 87.8 million. For the first quarter, Instacart expects gross transaction value in the range of $10.13 billion and $10.28 billion, which was ahead of StreetAccount's $9.97 billion estimate. The company expects adjusted EBITDA between $280 million and $290 million, versus $277 million expected by StreetAccount. Finance chief Emily Reuter told CNBC that strong gains in Instacart's enterprise platform, where the company added 70 net new retailers last year, helped the company's robust gross transaction value. Instacart is also seeing a "small" contribution from future growth drivers such as investments in infrastructure, international markets and artificial intelligence, ...
hapabapa Rivian Automotive ( RIVN ) traded higher on Thursday after reporting Q4 results and updating its 2026 outlook. The 45% decrease year-over-year in automotive revenue in Q4 was primarily driven by a $270M decrease in regulatory credit sales, lower vehicle deliveries with the expiration of tax credits, and a lower average sales price due to a higher mix of EDV deliveries. The 109% increase i...
hapabapa Rivian Automotive ( RIVN ) traded higher on Thursday after reporting Q4 results and updating its 2026 outlook. The 45% decrease year-over-year in automotive revenue in Q4 was primarily driven by a $270M decrease in regulatory credit sales, lower vehicle deliveries with the expiration of tax credits, and a lower average sales price due to a higher mix of EDV deliveries. The 109% increase in software and service revenue was primarily due to an increase in vehicle electrical architecture and software development services from the joint venture with Volkswagen Group ( VLKAF ), as well as increases in sales of vehicle trade-ins and vehicle repair and maintenance services. The electric vehicle maker announced previously that it produced 10,974 vehicles in Q4 at its manufacturing facility in Normal, Illinois, and delivered 9,745 vehicles during the same period to trail the consensus estimate of 9,958 deliveries. For the full year 2025, Rivian ( RIVN ) produced 42,284 vehicles and delivered 42,247 vehicles. The electric vehicle maker noted that the Q4 and annual figures were in line with its own expectations. For comparison, Rivian delivered 50,122 vehicles in 2023 and 51,579 vehicles in 2024. Consolidated gross profit for the quarter was $120M vs. $170M a year ago. Looking ahead, Rivian ( RIVN ) set 2026 deliveries guidance at 62K to 67K vehicles. Adjusted EBITDA for the full year is expected to be -$2.1B to -$1.8B. Capital expenditure guidance was for $1.95B to $2.05B. Shares of Rivian Automotive ( RIVN ) soared 12.7% in postmarket trading. More on Rivian Rivian: Why I'm Selling The R2 Hype Rivian: I Covered My Short Position Following 27% Drop In One Month (Rating Upgrade) Rivian: The Clock Starts Now Rivian Q4 2025 earnings preview: Analyst sentiment mixed Rivian reportedly testing R2 in cold weather
North of South Capital LLP disclosed a purchase of 240,446 shares of Full Truck Alliance (NYSE:YMM) , an estimated $2.88 million trade based on quarterly average pricing, in a filing dated February 12. According to a recent SEC filing dated February 12, North of South Capital LLP added 240,446 shares to its position in Full Truck Alliance (NYSE:YMM) . The estimated value of this purchase is $2.88 ...
North of South Capital LLP disclosed a purchase of 240,446 shares of Full Truck Alliance (NYSE:YMM) , an estimated $2.88 million trade based on quarterly average pricing, in a filing dated February 12. According to a recent SEC filing dated February 12, North of South Capital LLP added 240,446 shares to its position in Full Truck Alliance (NYSE:YMM) . The estimated value of this purchase is $2.88 million, based on the average closing price during the fourth quarter of 2025. The fund’s quarter-end position value in Full Truck Alliance fell by $21.18 million, a figure that includes both share purchases and price changes as shares tanked nearly 20% last quarter. North of South Capital LLP bought additional YMM shares, with the position now comprising 10.46% of its 13F reportable assets under management. Continue reading
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Brinker International, Inc. ( EAT ), continues to execute one of the more credible growth stories in casual dining, with Chili’s sustaining strong traffic momentum. This quarter reinforced that for me with the brand refresh, menu innovation, and better value positioning are resonating with consumers. And at Maggiano’s, there are...
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Brinker International, Inc. ( EAT ), continues to execute one of the more credible growth stories in casual dining, with Chili’s sustaining strong traffic momentum. This quarter reinforced that for me with the brand refresh, menu innovation, and better value positioning are resonating with consumers. And at Maggiano’s, there are signs that it's beginning to stabilize. Even as the company leans into higher advertising spend, selective investments, and commodity headwinds, the underlying drivers of the business look durable. Traffic has turned positive, margins at Chili’s are expanding, leverage remains modest, and free cash flow supports ongoing buybacks. While casual dining remains sensitive to consumer pressure, I view the current setup as more about execution and brand momentum than simply macro dependency. With improving visibility and a valuation still only modestly above historical averages, Brinker is one of the more interesting names that's worth your attention. Recent Results Brinker reported Q2 ’26 that blew it out of the water on both the top and bottom lines. On the top line, revenues came in at $1.45 billion , up 7% year over year and $39 million ahead of sell-side estimates. On the bottom line, EPS of $2.87 was up 3% compared to last year and 24 cents ahead of consensus expectations. Seeking Alpha When looking at what drove the results this quarter, Chili's put up a pretty impressive 8.6% same-store sales growth that’s now building on a two-year stack of 43%. The performance at Chili's stemmed from a balanced mix of drivers: 4.4% pricing, 2.7% traffic gains, and 1.5% favorable mix. Interestingly, at the company’s company-owned restaurants, comparable restaurant sales were actually higher than at the franchise-owned restaurants. Company Filings In terms of what’s helping Chili’s do well, management at Brinker has been focused on a few initiatives to drive traffic to restaurants. On the...
The Vanguard Small-Cap ETF (NYSEMKT:VB) and the State Street SPDR Portfolio S&P 600 Small Cap ETF (NYSEMKT:SPSM) are both designed for investors seeking low-cost, broad access to U.S. small-cap stocks , but their portfolios and performance nuances may appeal to different preferences. Here’s how the two funds stack up on the most important factors. Beta measures price volatility relative to the S&P...
The Vanguard Small-Cap ETF (NYSEMKT:VB) and the State Street SPDR Portfolio S&P 600 Small Cap ETF (NYSEMKT:SPSM) are both designed for investors seeking low-cost, broad access to U.S. small-cap stocks , but their portfolios and performance nuances may appeal to different preferences. Here’s how the two funds stack up on the most important factors. Beta measures price volatility relative to the S&P 500. The 1-yr return represents total return over the trailing 12 months. Both funds charge an annual fee of 0.03%, offering identical cost advantages. SPSM offers a marginally higher dividend yield, however, which may appeal to income-focused investors. Continue reading
Instacart issued a strong outlook for the start of 2026 that far exceeded analyst expectations, signaling sustained demand for its grocery delivery services. The company expects gross transaction value for the three months ending in March to be $10.1 billion to $10.3 billion, the company said Thursday, far surpassing the average estimate of $9.97 billion. That would translate to Instacart’s “stron...
Instacart issued a strong outlook for the start of 2026 that far exceeded analyst expectations, signaling sustained demand for its grocery delivery services. The company expects gross transaction value for the three months ending in March to be $10.1 billion to $10.3 billion, the company said Thursday, far surpassing the average estimate of $9.97 billion. That would translate to Instacart’s “strongest” quarterly growth on that metric as a public company, Chief Executive Officer Chris Rogers said in a letter to shareholders. Its guidance for adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, of $280 million to $290 million also beat expectations. The shares jumped 12% in extended trading after closing at $33.24 in New York. The stock has been down 26% so far this year through Thursday’s close. The positive outlook follows similarly robust fourth-quarter results, with Instacart beating estimates across several key metrics, including orders and gross transaction value. The report underscores efforts by the grocery delivery company, which publicly trades at Maplebear Inc., to attract new users to its platform. Its new customer retention rate in 2025 was the strongest since early 2023, Rogers said, adding that order frequency and spending per user have both increased. The company has also made inroads in its enterprise business for grocers, which includes 70 net-new white-label e-commerce sites it helped launch in 2025. Revenue from advertising and other services, which made up nearly a third of total revenue, was $294 million in the fourth quarter, exceeding expectations.
Warrior Met Coal press release ( HCC ): Q4 GAAP EPS of $0.44 misses by $0.08 . Revenue of $384M (+29.1% Y/Y) beats by $0.98M . Company Outlook Warrior expects 2026 to reflect a substantial step-change in production and sales volumes, driven by Blue Creek operating for the full year and continued operational excellence at Mines No. 4 and 7. While volumes are expected to be higher, the Company antic...
Warrior Met Coal press release ( HCC ): Q4 GAAP EPS of $0.44 misses by $0.08 . Revenue of $384M (+29.1% Y/Y) beats by $0.98M . Company Outlook Warrior expects 2026 to reflect a substantial step-change in production and sales volumes, driven by Blue Creek operating for the full year and continued operational excellence at Mines No. 4 and 7. While volumes are expected to be higher, the Company anticipates a continued challenging pricing environment given weak demand, record high Chinese steel exports and ample global supply, particularly in the High Vol A quality tier. The Company's outlook for 2026 is subject to many risks that may impact performance, such as global trade and tariff uncertainties, market conditions in the steel and steelmaking coal industries and overall global economic and competitive conditions, all as more fully described under Forward-Looking Statements. The Company's guidance for the full year 2026 is outlined below. Coal sales 12.5 - 13.5 million short tons Coal production 12.0 - 13.0 million short tons Cash cost of sales (free-on-board port) $95 - $110 per short ton Capital expenditures for sustaining existing mines $105 - $115 million Capital expenditures for Blue Creek project $50 - $75 million Depreciation and depletion $225 - $250 million Selling, general and administrative expenses $75 - $85 million Interest expense $20 - $25 million Interest income $3 - $8 million Click to enlarge The Company's guidance for its capital expenditures consists of sustaining capital spending of approximately $105-$115 million, including regulatory gas requirements and discretionary capital spending of $50-$75 million for the final construction of the Blue Creek mine. While the longwall operations have recently commenced, there remains a significant amount of surface infrastructure to be completed to finish the overall project. Warrior remains on budget and expects total Blue Creek project capital expenditures of $995 million to $1.075 billion. The remaining ...
Inspira Technologies ( IINN ) on Thursday said it has received a written notification from Nasdaq, notifying the company that it is not currently in compliance with the minimum bid price requirement, as the closing bid price of the company’s ordinary share was below $1.00 per share for the last 30 consecutive business days. The notification letter has no immediate effect on the listing or trading ...
Inspira Technologies ( IINN ) on Thursday said it has received a written notification from Nasdaq, notifying the company that it is not currently in compliance with the minimum bid price requirement, as the closing bid price of the company’s ordinary share was below $1.00 per share for the last 30 consecutive business days. The notification letter has no immediate effect on the listing or trading of the company’s ordinary shares, which will continue to trade on Nasdaq under the symbol “IINN.” Source: Press Release More on Inspira Technologies Oxy B.H.N. Inspira announces $1.8 million registered direct offering Seeking Alpha’s Quant Rating on Inspira Technologies Oxy B.H.N. Historical earnings data for Inspira Technologies Oxy B.H.N. Financial information for Inspira Technologies Oxy B.H.N.
Electrovaya press release ( ELVA ): Q1 Revenue of $15.5M misses by $1.21M . Gross margin for Q1 FY 2026 was 32.9%, compared to 30.5% in Q1 2025. An increase of 240 basis points. Adjusted EBITDA 1 was $2.0 million, compared to $0.5 million in Q1 2025, an increase of $1.4 million or 265%. Q1 2025 was the Company's eleventh consecutive quarter of positive Adjusted EBITDA 1 . Net profit was $1.0 milli...
Electrovaya press release ( ELVA ): Q1 Revenue of $15.5M misses by $1.21M . Gross margin for Q1 FY 2026 was 32.9%, compared to 30.5% in Q1 2025. An increase of 240 basis points. Adjusted EBITDA 1 was $2.0 million, compared to $0.5 million in Q1 2025, an increase of $1.4 million or 265%. Q1 2025 was the Company's eleventh consecutive quarter of positive Adjusted EBITDA 1 . Net profit was $1.0 million compared to a net loss of $0.4 million in Q1 2025, an increase of $1.4 million. Earnings per share was $0.02 for Q1 2026 compared to $(0.01) for Q1 2025. The Company generated positive cash from operations of $1.9 million for Q1 2026, compared to cash generated from operations of $1.0 million in Q1 2025. Cash generated from operating activities before net changes in working capital was $1.7 million for FY2025 compared to cash used of $(0.3) million for Q1 2025. A significant improvement in operating cash flow of $2.0 million. The closing cash balance for Q1 2026 was $22.7 million (non-restricted) compared to $8.2 million for Q1 2025, an increase of $14.5 million. More on Electrovaya Inc. Electrovaya: Real Traction In Forklifts But The Story Is More Fragile Than It Looks Electrovaya: Profits Are Here And A 2X Is More Realistic Electrovaya: Expanding Market Opportunity Can Continue Strong Growth Trend Electrovaya Q1 2026 Earnings Preview Sankar Das Gupta exercises warrants to acquire Electrovaya's common shares
Earnings Call Insights: Melco Resorts & Entertainment Limited (MLCO) Q4 2025 Management View Yau Ho, Founder, Chairman & CEO, stated that "2025 was a year of growth and recovery, supported by disciplined cost management and margin expansion." He highlighted group property EBITDA reaching $1.4 billion for the full year of 2025, reflecting a 17% increase compared to 2024. In Macau, Ho emphasized a "...
Earnings Call Insights: Melco Resorts & Entertainment Limited (MLCO) Q4 2025 Management View Yau Ho, Founder, Chairman & CEO, stated that "2025 was a year of growth and recovery, supported by disciplined cost management and margin expansion." He highlighted group property EBITDA reaching $1.4 billion for the full year of 2025, reflecting a 17% increase compared to 2024. In Macau, Ho emphasized a "successful strategic focus" on enhancing customer experience, noting fourth quarter Macau property EBITDA grew 24% year-over-year and full year Macau property EBITDA increased 25%. Ho reported a "strong start to 2026" with Macau market GGR up 24% year-over-year and increasing market share in the first quarter of 2026, as well as a strong Chinese New Year with higher-yielding cash ADRs. The company plans to open the renovated Countdown hotel in the third quarter of 2026 and has started revamping the retail area and upgrading F&B offerings at COD. In the Philippines, Ho described ongoing competitive pressures and industry challenges, but pointed to positive indicators such as visa-free travel for Chinese nationals and infrastructure upgrades, while confirming the decision not to pursue strategic alternatives for COD Manila after evaluation. For Cyprus, Ho announced City of Dreams Mediterranean and the satellite casinos achieved 78% year-over-year growth in property EBITDA to $21 million in Q4 2025. Ho also noted "promising green shoots" in Sri Lanka with ramping up operations in early 2026. Geoffrey Davis, Executive VP & CFO, stated, "Our group-wide adjusted property EBITDA for the fourth quarter of 2025 grew 12% year-over-year to approximately $331 million. Adjusted for VIP hold, our property EBITDA was approximately $323 million." Davis explained that Macau OpEx increased in Q4 due to events, with Macau OpEx at approximately $3.1 million per day excluding certain events, and noted EBITDA was impacted by "additional bad debt provisions" related to a settlement with a former ...
Earnings Call Insights: Materion Corporation (MTRN) Q4 2025 Management View CEO Jugal Vijayvargiya opened the call by addressing a significant quality event impacting Materion's largest customer, stating that "our large precision clad strip customer alerted us to a performance issue with our material during their production process." He emphasized that both affected facilities were temporarily idl...
Earnings Call Insights: Materion Corporation (MTRN) Q4 2025 Management View CEO Jugal Vijayvargiya opened the call by addressing a significant quality event impacting Materion's largest customer, stating that "our large precision clad strip customer alerted us to a performance issue with our material during their production process." He emphasized that both affected facilities were temporarily idled, underwent comprehensive evaluation and process modification, and came back online toward the end of the quarter. Vijayvargiya assured, "We are determined to deliver quality product to our customer and not impact 2026 planned volumes." Vijayvargiya highlighted strong performance in Electronic Materials and Precision Optics, noting 7% year-on-year organic growth in Q4, excluding precision clad strip. He reported Electronic Materials experienced a 20% increase in VA and a 50% rise in EBITDA, crediting the semiconductor market and AI-driven demand. Precision Optics delivered a 26% sales increase and reached nearly 16% EBITDA margin. The CEO discussed several strategic milestones, including the acquisition of Konasol’s semiconductor manufacturing facility in Korea and a multiyear supply agreement with Commonwealth Fusion Systems in the energy market. He also noted surpassing $100 million in defense sales for the second consecutive year, with a $65 million investment secured from a major U.S. defense prime to expand beryllium capacity. Vijayvargiya projected, "we expect to deliver approximately 15% earnings growth on a strong top line sales growth" for 2026, with continued progress toward a 23% midterm EBITDA margin target. CFO Shelly Chadwick stated, "value-added sales, which exclude the impact of pass-through precious metal costs, were $253.9 million, up 7% organically from the prior year, excluding precision clad strip." She reported quarterly adjusted earnings of $1.53 per share, up 9% sequentially. Chadwick added, "Adjusted EBITDA was $57 million or 22.5% of value-added ...
Federal REIT press release ( FRT ): Q4 FFO of $1.84 misses by $0.01 . Revenue of $336.05M (+10.6% Y/Y) beats by $7.03M . The company's initial 2026 guidance is based on the following assumptions: 2026 Guidance 2 Net income available for common shareholders per diluted share $3.90 - $4.00 Nareit FFO per diluted share $7.42 – $7.52 Core FFO per diluted share $7.42 – $7.52 Comparable properties growt...
Federal REIT press release ( FRT ): Q4 FFO of $1.84 misses by $0.01 . Revenue of $336.05M (+10.6% Y/Y) beats by $7.03M . The company's initial 2026 guidance is based on the following assumptions: 2026 Guidance 2 Net income available for common shareholders per diluted share $3.90 - $4.00 Nareit FFO per diluted share $7.42 – $7.52 Core FFO per diluted share $7.42 – $7.52 Comparable properties growth 3.0% - 3.5% Lease termination fees $7 - $8 million Incremental redevelopment / expansion POI 3 $13 - $15 million General and administrative expenses $47 - $49 million Development / redevelopment capital $175 - $225 million Capitalized interest $11 - $12 million Click to enlarge
Pacific Biosciences of California press release ( PACB ): Q4 Non-GAAP EPS of -$0.12 beats by $0.01 . Revenue of $44.6M (+13.8% Y/Y) beats by $1.81M . More on Pacific Biosciences of California PacBio: The Consumables Flywheel Is Turning. The Chart Wants Confirmation Pacific Biosciences of California, Inc. (PACB) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Pacific Bioscienc...
Pacific Biosciences of California press release ( PACB ): Q4 Non-GAAP EPS of -$0.12 beats by $0.01 . Revenue of $44.6M (+13.8% Y/Y) beats by $1.81M . More on Pacific Biosciences of California PacBio: The Consumables Flywheel Is Turning. The Chart Wants Confirmation Pacific Biosciences of California, Inc. (PACB) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Pacific Biosciences of California, Inc. (PACB) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Pacific Biosciences of California Q4 2025 Earnings Preview Pacific Biosciences to collaborate with foundations on rare genetic disease therapies
Earnings Call Insights: Alnylam Pharmaceuticals, Inc. (ALNY) Q4 2025 Management View CEO Yvonne Greenstreet stated that 2025 was "a transformational year for Alnylam," highlighting the approval of AMVUTTRA for ATTR cardiomyopathy and "nearly $3 billion in combined net product revenues, which was 81% growth compared to 2024." Greenstreet announced that "we have achieved GAAP profitability for the 2...
Earnings Call Insights: Alnylam Pharmaceuticals, Inc. (ALNY) Q4 2025 Management View CEO Yvonne Greenstreet stated that 2025 was "a transformational year for Alnylam," highlighting the approval of AMVUTTRA for ATTR cardiomyopathy and "nearly $3 billion in combined net product revenues, which was 81% growth compared to 2024." Greenstreet announced that "we have achieved GAAP profitability for the 2025 full year and expect to sustain profitability going forward." She introduced the new Alnylam 2030 goals, centered on three pillars: achieving global TTR leadership, growing through sustainable innovation, and scaling with discipline for sustained profitable growth. Greenstreet outlined plans to "aspire to lead this market in revenue by 2030," and to launch nucresiran in 2028 for polyneuropathy and 2030 for cardiomyopathy. The company aims to "achieve over 25% revenue CAGR through the end of 2030 and to deliver a non-GAAP operating margin of approximately 30% across the period." CFO Jeffrey Poulton reported, "Total global net product revenues for 2025 were nearly $3 billion or 81% growth versus 2024, driven by a more than doubling of revenue in our TTR franchise." He noted the company "achieved profitability on both a GAAP and non-GAAP net income basis, both in the fourth quarter and for the full year 2025," and ended the year with $2.9 billion in cash, cash equivalents, and marketable securities. Poulton provided 2026 guidance, stating, "We anticipate combined net product sales for our 4 commercial products will be within a range of $4.9 billion to $5.3 billion." Outlook The company reiterated 2026 net product revenue guidance of $4.9 billion to $5.3 billion, reflecting "combined full year growth compared to 2025 of 71% at the midpoint of the guidance range." Rare disease franchise guidance is $500 million to $600 million, and TTR franchise guidance is $4.4 billion to $4.7 billion. Poulton explained, "The 2026 TTR product sales guidance is underpinned by 3 key assumptio...
Earnings Call Insights: First American Financial Corporation (FAF) Q4 2025 Management View CEO Mark Seaton highlighted a "strong" fourth quarter, reporting adjusted EPS of $1.99, a 47% increase from the prior year. Seaton noted, "a strong commercial market contrasted with a sluggish residential market." Commercial revenue grew 35%, with improvement in 9 of 11 asset classes tracked by the company. ...
Earnings Call Insights: First American Financial Corporation (FAF) Q4 2025 Management View CEO Mark Seaton highlighted a "strong" fourth quarter, reporting adjusted EPS of $1.99, a 47% increase from the prior year. Seaton noted, "a strong commercial market contrasted with a sluggish residential market." Commercial revenue grew 35%, with improvement in 9 of 11 asset classes tracked by the company. Seaton emphasized, "Commercial ARPO increased by 22%, while closed orders increased by 10%." The company launched Endpoint, closing the industry's first AI-powered escrow, and initiated a national rollout plan over the next two years. Seaton stated, "We have opened 153 orders and closed 47 on the Endpoint platform. While the volumes are immaterial today, the learnings are highly consequential." On technology, Seaton announced the launch of the enhanced AI-powered Sequoia title production engine, achieving "40% automation rates of the search and examination functions" in select markets, with rollout to expand through 2027. A new owners portal and 1031 exchange product at First American Trust were introduced. Seaton said, "We ended the year with $94 million in 1031 deposits and have quickly grown to over $300 million today. We expect to be closer to $1 billion by year-end." CFO Matthew Wajner stated, "This quarter, we generated GAAP earnings of $2.05 per diluted share. Our adjusted earnings...were $1.99 per diluted share." Wajner detailed onetime benefits totaling $28 million and highlighted commercial revenue of $339 million, a 35% increase over the prior year. Outlook Seaton projected "growth across each of our major revenue drivers, commercial, purchase and refinance" for 2026. He said, "On the commercial side, we expect a record revenue year, exceeding our prior peak in 2022. While uncertainty remains, our pipeline is strong." Open purchase orders were down 7% in Q4, but Seaton expressed expectation of "improvement in 2026 as the rate lock-in effect...fades and slow house...
Dado Ruvic | Reuters Pinterest shares dropped 19% in after-hours on Thursday after the social media company reported fourth-quarter earnings in which the company revealed an earnings per share miss while also providing weak guidance. Here's how the company did, compared to analysts' consensus estimates from LSEG: Earnings per share : 67 cents adjusted vs. 69 cents expected Revenue : $1.32 billion ...
Dado Ruvic | Reuters Pinterest shares dropped 19% in after-hours on Thursday after the social media company reported fourth-quarter earnings in which the company revealed an earnings per share miss while also providing weak guidance. Here's how the company did, compared to analysts' consensus estimates from LSEG: Earnings per share : 67 cents adjusted vs. 69 cents expected Revenue : $1.32 billion vs. $1.33 billion expected Pinterest said it expects first-quarter sales to come in between $951 million to $971 million, trailing analyst estimates of $980 million. This is the second quarter in a row in which Pinterest shed a fifth of its value after delivering Wall Street disappointing results. The company's fourth-quarter sales rose 14% year-to-year. Net income for the fourth quarter came in at $277 million, down 85% from a year prior, when net income was $1.85 billion and included a deferred tax benefit . Fourth quarter sales in the U.S. and Canada region came in at $979 million, which was ahead of StreetAccount's estimates of $973 million. Pinterest recorded $541.5 million in adjusted earnings before interest, taxes, depreciation and amortization, or EBIDTA. That figure fell short of the $550 million that analysts were projecting. The company said that fourth-quarter global monthly active users jumped 12% year-over-year to 619 million. Wall Street was expecting that figure to be 613 million. "Users are at all-time highs and overall engagement continues to grow," Pinterest CEO Bill Ready said in a statement. "As we navigate a dynamic environment, we're laser-focused on execution and transforming our sales and go-to-market efforts so monetization better reflects the valuable commercial intent we see on Pinterest." Pinterest revealed in January that it would lay off less than 15% of its workforce and reduce its office space in an effort to shift resources to technical teams prioritizing the development of "AI-powered products and capabilities." The company then fired sta...
CALHOUN, Ga., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) today announced fourth quarter 2025 net earnings of $42 million and earnings per share (“EPS”) of $0.68; adjusted net earnings were $124 million, and adjusted EPS was $2.00. Net sales for the fourth quarter of 2025 were $2.7 billion, up 2.4% as reported and down 3.3% on an adjusted basis versus the prior year. Duri...
CALHOUN, Ga., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) today announced fourth quarter 2025 net earnings of $42 million and earnings per share (“EPS”) of $0.68; adjusted net earnings were $124 million, and adjusted EPS was $2.00. Net sales for the fourth quarter of 2025 were $2.7 billion, up 2.4% as reported and down 3.3% on an adjusted basis versus the prior year. During the fourth quarter of 2024, the Company reported net sales of $2.6 billion, net earnings of $90 million and earnings per share of $1.43; adjusted net earnings were $123 million, and adjusted EPS was $1.95.