Scorpio Tankers ( STNG ) declares $0.45/share quarterly dividend , 7.1% increase from prior dividend of $0.42. Forward yield 2.58% Payable March 20; for shareholders of record March 6; ex-div March 6. See STNG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Scorpio Tankers Scorpio Tankers Inc. (STNG) Presents at Capital Link's 2026 Virtual Corporate Presentation Series - Slideshow Scor...
Scorpio Tankers ( STNG ) declares $0.45/share quarterly dividend , 7.1% increase from prior dividend of $0.42. Forward yield 2.58% Payable March 20; for shareholders of record March 6; ex-div March 6. See STNG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Scorpio Tankers Scorpio Tankers Inc. (STNG) Presents at Capital Link's 2026 Virtual Corporate Presentation Series - Slideshow Scorpio Tankers Poised For Repricing Amid Venezuelan Oil Shift Scorpio Tankers Q4 2025 Earnings Preview Scorpio Tankers provides updates on liquidity, debt, vessel purchase commitments Seeking Alpha’s Quant Rating on Scorpio Tankers
Granite Construction press release ( GVA ): Q4 Non-GAAP EPS of $1.40 beats by $0.02 . Revenue of $1.17B (+19.8% Y/Y) beats by $20M . Committed and Awarded Projects (“CAP”) increased 32% year-over-year to $7.0 billion, a new record guidance for 2026 is described below: Revenue in the range of $4.9 billion to $5.1 billion vs $4.88B consensus Adjusted EBITDA margin in the range of 12.0% to 13.0% SG&A...
Granite Construction press release ( GVA ): Q4 Non-GAAP EPS of $1.40 beats by $0.02 . Revenue of $1.17B (+19.8% Y/Y) beats by $20M . Committed and Awarded Projects (“CAP”) increased 32% year-over-year to $7.0 billion, a new record guidance for 2026 is described below: Revenue in the range of $4.9 billion to $5.1 billion vs $4.88B consensus Adjusted EBITDA margin in the range of 12.0% to 13.0% SG&A expense in the range of 8.5% to 9.0% of revenue, inclusive of an estimated $48 million of stock-based compensation expense Mid-20s effective tax rate for adjusted net income Capital expenditures of approximately $140 million to $160 million, including approximately $50 million in planned strategic materials investments. More on Granite Construction Granite Construction's Upside Isn't Over Yet Granite Construction: Improving Business Prospects, But Better On The Watchlist For Now Granite Construction Q4 2025 Earnings Preview Granite leads joint venture on 22nd Street widening Seeking Alpha’s Quant Rating on Granite Construction
PBF Energy ( PBF ) declares $0.275/share quarterly dividend , in line with previous. Forward yield 3.08% Payable March 11; for shareholders of record Feb. 25; ex-div Feb. 25. See PBF Dividend Scorecard, Yield Chart, & Dividend Growth. More on PBF Energy PBF Energy Remains Undervalued Despite Martinez Fire Setbacks And Lower Crack Spread Prices PBF Energy: The Road To Positive FCF Still Goes Throug...
PBF Energy ( PBF ) declares $0.275/share quarterly dividend , in line with previous. Forward yield 3.08% Payable March 11; for shareholders of record Feb. 25; ex-div Feb. 25. See PBF Dividend Scorecard, Yield Chart, & Dividend Growth. More on PBF Energy PBF Energy Remains Undervalued Despite Martinez Fire Setbacks And Lower Crack Spread Prices PBF Energy: The Road To Positive FCF Still Goes Through California PBF Energy Non-GAAP EPS of $0.66 beats by $0.77, revenue of $7.14B beats by $60M PBF Energy Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on PBF Energy
Materion press release ( MTRN ): Q4 Non-GAAP EPS of $1.53 beats by $0.02 . Revenue of $489.7M (+12.1% Y/Y) beats by $40.92M . Adjusted EBITDA was $57.0 million, or 22.5% of value-added sales, compared to $61.5 million or 20.8% of value-added sales in the prior year period. OUTLOOK "Moving into 2026, we expect to capture strong sales growth across each of our three businesses from new business wins...
Materion press release ( MTRN ): Q4 Non-GAAP EPS of $1.53 beats by $0.02 . Revenue of $489.7M (+12.1% Y/Y) beats by $40.92M . Adjusted EBITDA was $57.0 million, or 22.5% of value-added sales, compared to $61.5 million or 20.8% of value-added sales in the prior year period. OUTLOOK "Moving into 2026, we expect to capture strong sales growth across each of our three businesses from new business wins and strong market conditions while driving performance improvements. With mid-single digit top line growth and continued margin expansion, we are guiding to the range of $6.00 to $6.50 for full year 2026 adjusted earnings per share ( vs $6.25 consensus) , an increase of 15% from prior year at the midpoint. We remain focused on driving towards our mid-term adjusted EBITDA margin target of 23%." More on Materion Materion: Margin Expansion And Clean Energy Optionality Materion Q4 2025 Earnings Preview Materion reports prelim Q4 profit below estimate; shares down Seeking Alpha’s Quant Rating on Materion Historical earnings data for Materion
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Beata Manthey, Citi, Head of European Equity Strategy; Nadia Martin Wiggen, Svelland Capital, Director; Eshita Kabra-Da...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Beata Manthey, Citi, Head of European Equity Strategy; Nadia Martin Wiggen, Svelland Capital, Director; Eshita Kabra-Davies, By Rotation, Founder & CEO. (Source: Bloomberg)
(RTTNews) - Fortis Inc. (FTS), a Canadian electric and gas utility company, Thursday reported higher earnings for the fourth quarter compared to the same period last year.
(RTTNews) - Fortis Inc. (FTS), a Canadian electric and gas utility company, Thursday reported higher earnings for the fourth quarter compared to the same period last year.
Jobs report complicates Trump’s rate-cut push, Ackman reveals new stakes in Meta, Amazon, and Hertz, McDonald’s affordability push is paying off, and more news to start your day.
Jobs report complicates Trump’s rate-cut push, Ackman reveals new stakes in Meta, Amazon, and Hertz, McDonald’s affordability push is paying off, and more news to start your day.
STOCKSTOWATCHTODAY BLOG Stock futures were rising Thursday as investors parsed through a batch of economic data that has been released in recent days, including a delayed U.S. monthly jobs report. These stocks were set to make moves in the premarket session Thursday: Cisco Systems slumped 7.
STOCKSTOWATCHTODAY BLOG Stock futures were rising Thursday as investors parsed through a batch of economic data that has been released in recent days, including a delayed U.S. monthly jobs report. These stocks were set to make moves in the premarket session Thursday: Cisco Systems slumped 7.
– Net Income and Funds From Operations Achieve High End of Full Year Outlook – – Strong Leasing Gains Drive Occupancy to All-time Highs – – Provides Initial 2026 Outlook –
– Net Income and Funds From Operations Achieve High End of Full Year Outlook – – Strong Leasing Gains Drive Occupancy to All-time Highs – – Provides Initial 2026 Outlook –
CORVALLIS, Ore., February 12, 2026--NuScale and ORNL will collaborate to use an AI-enabled nuclear design framework to explore fuel management across multiple reactors at a single site.
CORVALLIS, Ore., February 12, 2026--NuScale and ORNL will collaborate to use an AI-enabled nuclear design framework to explore fuel management across multiple reactors at a single site.
Iron Mountain press release ( IRM ): Q4 FFO of $1.01 beats by $0.03 . Revenue of $1.84B (+16.5% Y/Y) beats by $40M . FY26 revenue consensus of $7.59B, FFO consensus of $4.02 2026 Guidance (1) ($ in millions, except per share data) Full Year 2026 Approximate Y/Y % Changeat Midpoint First Quarter2026 Approximate Y/Y % Change Total Revenue $7,625 - $7,775 ~12% ~$1,855 ~16% Adjusted EBITDA $2,875 - $2...
Iron Mountain press release ( IRM ): Q4 FFO of $1.01 beats by $0.03 . Revenue of $1.84B (+16.5% Y/Y) beats by $40M . FY26 revenue consensus of $7.59B, FFO consensus of $4.02 2026 Guidance (1) ($ in millions, except per share data) Full Year 2026 Approximate Y/Y % Changeat Midpoint First Quarter2026 Approximate Y/Y % Change Total Revenue $7,625 - $7,775 ~12% ~$1,855 ~16% Adjusted EBITDA $2,875 - $2,925 ~13% ~$685 ~18% AFFO $1,705 - $1,735 ~12% ~$415 ~19% AFFO Per Share $5.69 - $5.79 ~11% ~$1.39 ~19% Click to enlarge More on Iron Mountain Iron Mountain: Shares Need To Fall Further Before This Prospect Makes Sense Again Iron Mountain: Strong Core Operations And Fresh Value Iron Mountain: Discounted Valuations, Richer Yields, & Resilient AI/Legacy Business Monetization Iron Mountain Q4 2025 earnings preview: What to expect Bottom 10 large-cap stocks with lowest dividend safety grade
TELUS press release ( TU ): Q4 Non-GAAP EPS of C$0.20 misses by C$0.05 . Revenue of C$5.26B (-2.2% Y/Y) misses by C$140M . Industry-leading fourth quarter total Mobile and Fixed customer growth of 377,000, including 50,000 mobile phone, 287,000 connected devices and 35,000 internet net additions driven by continued demand for our premium bundled services nationally; Delivered positive mobile netwo...
TELUS press release ( TU ): Q4 Non-GAAP EPS of C$0.20 misses by C$0.05 . Revenue of C$5.26B (-2.2% Y/Y) misses by C$140M . Industry-leading fourth quarter total Mobile and Fixed customer growth of 377,000, including 50,000 mobile phone, 287,000 connected devices and 35,000 internet net additions driven by continued demand for our premium bundled services nationally; Delivered positive mobile network revenue growth reflecting improving ARPU performance More on TELUS Corporation 44th Annual J.P. Morgan Healthcare Conference TELUS Corporation (T:CA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Under Pressure, Telus Backtracks On Its Dividend Growth Plan TELUS gets TSX approval for C$500M share buyback TELUS announces pricing of US$1.5B and CAD$800M junior subordinated notes offerings
EagleOne Metals ( ELE ) has signed a share exchange agreement to acquire all outstanding shares of private B.C.-based Surupampa Metals, issuing 18.75 million EagleOne shares in the transaction, which will make Surupampa a wholly owned subsidiary. Additionally, under the terms of the amended option agreement dated January 28, 2026, EagleOne, through Surupampa, can earn a 100% interest in the proper...
EagleOne Metals ( ELE ) has signed a share exchange agreement to acquire all outstanding shares of private B.C.-based Surupampa Metals, issuing 18.75 million EagleOne shares in the transaction, which will make Surupampa a wholly owned subsidiary. Additionally, under the terms of the amended option agreement dated January 28, 2026, EagleOne, through Surupampa, can earn a 100% interest in the property upon meeting certain conditions. More on Elemental Royalty Corporation Elemental Royalty Corp: Timok Lower Zone Provides Optionality Elemental Royalty Corporation (ELE:CA) Q3 2025 Earnings Call Transcript EagleOne Metals plans to buy Surupampa Metals Elemental Royalty Corporation targets $42M revenue amid EMX merger and portfolio expansion Seeking Alpha’s Quant Rating on Elemental Royalty Corporation
panumas nikomkai/iStock via Getty Images A good quarter by Astera Labs ( ALAB ) but the stock move was based on expectation rather than reality. The stock went down because the investors were looking for acceleration, not normalization. The unexpected CFO change adds a layer of complexity to the growth story. The guidance was a little weaker than expected due to mix effects and investment. Operati...
panumas nikomkai/iStock via Getty Images A good quarter by Astera Labs ( ALAB ) but the stock move was based on expectation rather than reality. The stock went down because the investors were looking for acceleration, not normalization. The unexpected CFO change adds a layer of complexity to the growth story. The guidance was a little weaker than expected due to mix effects and investment. Operating costs are increasing as they move into bigger opportunities. My thesis in December was around Astera’s structural change to become a scale-up control point with the view that Scorpio X would deliver a breakout year in 2026 based on increasing content per rack and hyperscaler engagement. What’s changed is the timing and the expectations. The growth rate is slowing down, the margins are being reset and Scorpio X’s acceleration is back half weighted, making it a story about execution. A Strong Quarter Meets a Nervous Market The fourth quarter was one of those quarters where beating expectations doesn’t even require an excuse. Revenue was $270.6 million, up 17% sequentially and up 92% year over year. Revenue for the year came in at $852.5 million, up 115%. Non-GAAP gross margin was again high at 75.7%. Operating cash flows were $95.3 million, leaving the company with $1.19 billion in cash, cash equivalents, and marketable securities. However, the stock move quickly shifted from the good quarter to the guidance. Revenue for the first quarter is expected to be $286 million to $297 million. This is still growth but only 6% to 10% sequentially. Gross margin is expected to be around 74%, while operating costs increase meaningfully. This is a near-term reset in the margin profile, and I can see why investors are nervous. Data by YCharts Where Protocol Wars Meet Platform Power The call was dominated by questions about UALink, NVLink Fusion, Ethernet scale up, and ESUN. My interpretation is that Ethernet is optimized for scale out while PCI Express is optimized for low latency attac...
panumas nikomkai/iStock via Getty Images A good quarter by Astera Labs ( ALAB ) but the stock move was based on expectation rather than reality. The stock went down because the investors were looking for acceleration, not normalization. The unexpected CFO change adds a layer of complexity to the growth story. The guidance was a little weaker than expected due to mix effects and investment. Operati...
panumas nikomkai/iStock via Getty Images A good quarter by Astera Labs ( ALAB ) but the stock move was based on expectation rather than reality. The stock went down because the investors were looking for acceleration, not normalization. The unexpected CFO change adds a layer of complexity to the growth story. The guidance was a little weaker than expected due to mix effects and investment. Operating costs are increasing as they move into bigger opportunities. My thesis in December was around Astera’s structural change to become a scale-up control point with the view that Scorpio X would deliver a breakout year in 2026 based on increasing content per rack and hyperscaler engagement. What’s changed is the timing and the expectations. The growth rate is slowing down, the margins are being reset and Scorpio X’s acceleration is back half weighted, making it a story about execution. A Strong Quarter Meets a Nervous Market The fourth quarter was one of those quarters where beating expectations doesn’t even require an excuse. Revenue was $270.6 million, up 17% sequentially and up 92% year over year. Revenue for the year came in at $852.5 million, up 115%. Non-GAAP gross margin was again high at 75.7%. Operating cash flows were $95.3 million, leaving the company with $1.19 billion in cash, cash equivalents, and marketable securities. However, the stock move quickly shifted from the good quarter to the guidance. Revenue for the first quarter is expected to be $286 million to $297 million. This is still growth but only 6% to 10% sequentially. Gross margin is expected to be around 74%, while operating costs increase meaningfully. This is a near-term reset in the margin profile, and I can see why investors are nervous. Data by YCharts Where Protocol Wars Meet Platform Power The call was dominated by questions about UALink, NVLink Fusion, Ethernet scale up, and ESUN. My interpretation is that Ethernet is optimized for scale out while PCI Express is optimized for low latency attac...
Onity Group press release ( ONIT ): Q4 GAAP EPS of $21.46. Revenue of $1.07B (+9.6% Y/Y). More on Onity Group Onity Group Inc. (ONIT) Presents at Bank of America Leveraged Finance Conference Transcript Onity Group Q4 2025 Earnings Preview Onity Group prices $200 million senior notes due 2029 Seeking Alpha’s Quant Rating on Onity Group Historical earnings data for Onity Group
Onity Group press release ( ONIT ): Q4 GAAP EPS of $21.46. Revenue of $1.07B (+9.6% Y/Y). More on Onity Group Onity Group Inc. (ONIT) Presents at Bank of America Leveraged Finance Conference Transcript Onity Group Q4 2025 Earnings Preview Onity Group prices $200 million senior notes due 2029 Seeking Alpha’s Quant Rating on Onity Group Historical earnings data for Onity Group
US Foods press release ( USFD ): Q4 Non-GAAP EPS of $1.04 beats by $0.03 . Revenue of $9.8B (+3.2% Y/Y) misses by $100M . Adjusted EBITDA 1 increased 11.1% to $490 million. Total case volume increased 0.8%; independent restaurant case volume increased 4.1%. Outlook for Fiscal Year 2026 2 The Company is providing Fiscal Year 2026 guidance of: Net sales growth of 4% to 6% vs. estimated growth of 6.2...
US Foods press release ( USFD ): Q4 Non-GAAP EPS of $1.04 beats by $0.03 . Revenue of $9.8B (+3.2% Y/Y) misses by $100M . Adjusted EBITDA 1 increased 11.1% to $490 million. Total case volume increased 0.8%; independent restaurant case volume increased 4.1%. Outlook for Fiscal Year 2026 2 The Company is providing Fiscal Year 2026 guidance of: Net sales growth of 4% to 6% vs. estimated growth of 6.23% Y/Y Adjusted EBITDA growth of 9% to 13% Adjusted Diluted EPS growth of 18% to 24% vs. estimated growth of 19.35% Y/Y The guidance provided above includes the impact of a 53rd week in fiscal year 2026, which is expected to add approximately 1% to total case growth and Adjusted EBITDA growth. More on US Foods US Foods Holding: Even Hitting Targets Doesn't Justify Strong Upside US Foods Holding Corp. (USFD) Presents at ICR Conference 2026 Transcript US Foods Holding Corp. (USFD) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript US Foods Q4 2025 Earnings Preview US Foods reaffirms 2025 guidance ahead of ICR presentation