Next-generation AI distribution platform integrates intelligence and automation to deliver smarter client engagement. SAN MATEO, Calif., January 29, 2026--(BUSINESS WIRE)--Franklin Templeton, a global investment leader, today announced the launch of Intelligence Hub, a modular, AI-driven distribution platform powered by Microsoft Azure. Intelligence Hub is the latest milestone in the firms’ multiy...
Next-generation AI distribution platform integrates intelligence and automation to deliver smarter client engagement. SAN MATEO, Calif., January 29, 2026--(BUSINESS WIRE)--Franklin Templeton, a global investment leader, today announced the launch of Intelligence Hub, a modular, AI-driven distribution platform powered by Microsoft Azure. Intelligence Hub is the latest milestone in the firms’ multiyear collaboration to transform enterprise productivity and deliver personalized, insight driven experiences at scale. This new platform expands on the advanced financial AI initiative announced by the two firms in April 2024, when Franklin Templeton committed to build a composable, multi-layer AI architecture using Microsoft services designed to embed intelligence across workflows, enhance sales and marketing productivity, and improve the client experience. Intelligence Hub brings this vision to life for U.S. Distribution, modernizing core activities and materially improving sales effectiveness. Pilot Demonstrates Clear Productivity and Engagement Gains Following a multi‑month pilot, Intelligence Hub delivered measurable efficiency improvements, including reduced daily preparation time and a significant increase in value‑added client interactions. These results reinforce the platform’s ability to streamline workflows and sharpen client targeting through AI‑driven insights. "The launch of Intelligence Hub builds on the vision we set with Microsoft in 2024 to bring advanced, responsible AI into the heart of our business," said Jenny Johnson, CEO of Franklin Templeton. "This platform is a powerful example of how innovation can transform the way we serve clients – enabling our teams to work smarter, engage more meaningfully, and deliver personalized experiences at scale. As we continue to partner closely with Microsoft, we are unlocking new capabilities that enhance our competitiveness and create lasting value across the enterprise." "Our collaboration with Microsoft is redefin...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. Gaming on Linux has already come a long way over recent years, with improvements to Valve’s Proton and more gamers switching to Linux, but the newly-formed Open Gaming Colle...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. Gaming on Linux has already come a long way over recent years, with improvements to Valve’s Proton and more gamers switching to Linux, but the newly-formed Open Gaming Collective (OGC) is aiming to take it even further. Universal Blue, developer of the gaming-focused Linux distribution Bazzite, announced on Wednesday that its helping to form the OGC with several other groups, which will collaborate on improvements to the Linux gaming ecosystem and “centralize efforts around critical components like kernel patches, input tooling, and essential gaming packages such as gamescope.” The other founding members of the OGC include Nobara, ChimeraOS, Playtron, Fyra Labs, PikaOS, ShadowBlip, and Asus Linux. Having a wide range of distros to choose from is one of the best parts of using Linux, but shared efforts around important gaming components should improve the experience across the board, resulting in “better hardware compatibility, fewer duplicated efforts, and a more unified Linux gaming experience.” As Bazzite’s announcement post puts it, “a win for one project becomes a win for everyone.” It’s worth noting that this will mean some changes to Bazzite, which is switching to the OGC kernel, replacing HHD with InputPlumber as its input framework, and integrating features like RGB and fan control into the Steam UI. Bazzite also added that, “We’ll be sharing patches we’ve made to various Valve packages with the OGC and attempting to upstream everything we can.”
Vehicle deliveries in the fourth quarter declined 16% year on year to 418,227 units. Credit: Tesla Tesla has reported lower automotive revenue and earnings for both the fourth quarter and full year of 2025, while its energy operations continued to grow. For the three months ended 31 December, total revenue slipped 3% to $24.90bn. Automotive takings dropped 11% to $17.69bn, offset in part by a 25% ...
Vehicle deliveries in the fourth quarter declined 16% year on year to 418,227 units. Credit: Tesla Tesla has reported lower automotive revenue and earnings for both the fourth quarter and full year of 2025, while its energy operations continued to grow. For the three months ended 31 December, total revenue slipped 3% to $24.90bn. Automotive takings dropped 11% to $17.69bn, offset in part by a 25% rise in energy generation and storage revenue to $3.84bn and an 18% increase in services and other income to $3.37bn. Gross profit rose to $5.01bn and gross margin improved to 20.1%, up from 16.3% a year earlier. Net income attributable to common stockholders, however, fell 61% to $840m, with diluted earnings per share declining to $0.24 from $0.60. Quarterly operating income fell 11% year over year to $1.40bn, corresponding to an operating margin of 5.7%. Across the full year, revenue edged down 3% to $94.82bn. Automotive revenue fell 10% to $69.52bn, while energy generation and storage climbed 27% to $12.8bn and services and other revenue advanced 19% to $12.53bn. Net income attributable to common stockholders decreased 46% to $3.79bn, with diluted EPS of $1.08 compared with $2.04 in 2024. The company’s annual operating income came in at $4.35bn, a decline of 38%. Free cash flow rose 74% to $6.22bn, and cash, cash equivalents and investments increased 21% to $44.05bn. Vehicle deliveries in the fourth quarter declined 16% year-on-year to 418,227 units, while production slipped 5% to 434,358. For 2025, deliveries fell 9% to 1.63 million vehicles and output dropped 7% to 1.65 million units. In its statement, the company said: “Automotive sales declined sequentially, [but] gross margin (even when excluding the impact of regulatory credits) improved. The APAC region continued to show strength across multiple markets and set a record for deliveries in the quarter.” Energy storage deployments reached 46.7 GWh during the year, up 49%. By year end, Tesla operated 1,553 locations w...
New data from SpareRoom shows that almost four in 10 flatmates now live in multi-generational households, where the age difference between the oldest and youngest adult is 20 years or more. Do you live in a house share where there is a large age gap between housemates? What impact does that have on your living arrangements? Do you enjoy living with people of different ages? What positives and nega...
New data from SpareRoom shows that almost four in 10 flatmates now live in multi-generational households, where the age difference between the oldest and youngest adult is 20 years or more. Do you live in a house share where there is a large age gap between housemates? What impact does that have on your living arrangements? Do you enjoy living with people of different ages? What positives and negatives does it bring? Share your experience You can share your experience of living in a multigenerational house share using this form. Please share your story if you are 18 or over, anonymously if you wish. For more information please see our terms of service and privacy policy Tell us here Your responses, which can be anonymous, are secure as the form is encrypted and only the Guardian has access to your contributions. We will only use the data you provide us for the purpose of the feature and we will delete any personal data when we no longer require it for this purpose. For alternative ways to get in touch securely please see our tips guide Name Where do you live? Tell us a bit about yourself (e.g. age, background, what you do) Optional Tell us about your house share - what are the ages of the occupants and how long have you all been living together? Please include as much detail as possible. What do you enjoy (and not enjoy) about multigenerational living? Please include as much detail as possible. If you are happy to, please upload a photo of yourself here Optional Please note, the maximum file size is 5.7 MB . Choose file Can we publish your response? Yes, entirely Yes, but contact me first Yes, but please keep me anonymous No, this is information only Phone number Optional Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. Email address Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. You can add more information here Optional If you i...
Ares Management Corp. credit funds have led a $1.6 billion private debt financing to support the merger of Suave Brands Company and Elida Beauty, according to a statement Thursday. The two brands, known for household personal care products such as Suave, Q-tips and ChapStick, are backed by Yellow Wood Partners, a consumer-focused private equity firm, which earlier bought the companies from Unileve...
Ares Management Corp. credit funds have led a $1.6 billion private debt financing to support the merger of Suave Brands Company and Elida Beauty, according to a statement Thursday. The two brands, known for household personal care products such as Suave, Q-tips and ChapStick, are backed by Yellow Wood Partners, a consumer-focused private equity firm, which earlier bought the companies from Unilever. The combined company, now called Evermark, LLC, will focus on a variety of skin and hair care products, as the two firms merge their portfolios of branded goods. “Evermark brings together two major personal care companies with a portfolio of strong household brands, and we look forward to working with the company as it serves new and existing customers and expands upon its existing portfolio,” said Karen De Castro , a partner at Ares Credit. Ares, which has $595 billion of assets under management, is financing the deal through its US direct lending platform, as part of a broader push to expand its footprint in the fast-growing direct lending market. Read more: Ares Leads Private Credit in Upsized Loan for Veritas Deal Suave’s branded care products include shampoo, body wash and lotion. Notably, the firm acquired the ChapStick brand in early 2024 after entering into a binding agreement with Haleon. Elida’s portfolio features a variety of household hair-care and skin-care brands, like Caress, Pond’s and Noxzema. Yellow Wood acquired Suave and Elida from consumer-goods firm Unilever in 2023 and 2024, respectively. Both deals featured debt financing led by Ares.
First Brands Group founder Patrick James and his brother Edward, a former executive at the company, were indicted by federal prosecutors in New York following the collapse of the bankrupt auto-parts maker last year. The duo engaged in a series of schemes to defraud the company’s lenders and financing partners, according to the indictment. The brothers faked and inflated invoices for accounts recei...
First Brands Group founder Patrick James and his brother Edward, a former executive at the company, were indicted by federal prosecutors in New York following the collapse of the bankrupt auto-parts maker last year. The duo engaged in a series of schemes to defraud the company’s lenders and financing partners, according to the indictment. The brothers faked and inflated invoices for accounts receivable, double- and triple-pledged loan collateral, falsified financial statements and hid liabilities from lenders, the US alleged. “These schemes yielded billions in dollars in financing to First Brands and enabled Patrick James and Edward James to reap millions of dollars in proceeds derived from their fraud,” according to the indictment. They helped the company to grow but also “sowed the seeds of First Brands’ demise.” The indictment unsealed on Thursday charges both men with nine counts, including operating a continuing financial crimes enterprise, conspiracy to commit wire fraud affecting a financial institution and bank fraud, wire fraud affecting a financial institution, bank fraud and conspiracy to commit money laundering. The top charge, operating a continuing financial crimes enterprise, carries a maximum punishment of life in prison.
Image source: The Motley Fool. Thursday, January 29, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Heidi G. Petz Senior Vice President of Investor Relations — Jim Jaye Senior Vice President and Chief Financial Officer — Ben Meisenzoll Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Consolidated Sales -- Fourth-quarter sales increased by a mid-single-digi...
Image source: The Motley Fool. Thursday, January 29, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Heidi G. Petz Senior Vice President of Investor Relations — Jim Jaye Senior Vice President and Chief Financial Officer — Ben Meisenzoll Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Consolidated Sales -- Fourth-quarter sales increased by a mid-single-digit percentage, including a low single-digit contribution from the Suvenil acquisition. -- Fourth-quarter sales increased by a mid-single-digit percentage, including a low single-digit contribution from the Suvenil acquisition. Gross Margin -- Reported gross margin was "flattish year over year" but expanded when excluding Suvenil's dilution. -- Reported gross margin was "flattish year over year" but expanded when excluding Suvenil's dilution. SG&A Expense -- SG&A as a percent of sales decreased compared to the prior year, including severance, restructuring expenses, and Suvenil-related costs. -- SG&A as a percent of sales decreased compared to the prior year, including severance, restructuring expenses, and Suvenil-related costs. Adjusted Diluted Net Income per Share -- Rose by 6.7% in the quarter. -- Rose by 6.7% in the quarter. Adjusted EBITDA -- Increased 13.4% with margin expanding 120 basis points to 17.7% of sales for the quarter. -- Increased 13.4% with margin expanding 120 basis points to 17.7% of sales for the quarter. Free Cash Flow Conversion (Quarter) -- Achieved 90.1% in the quarter. -- Achieved 90.1% in the quarter. Paint Stores Group Sales -- Sales grew within management’s expected range; protective and marine rose by high single digits, while residential repaint was slightly below mid-single-digit growth against high comps. -- Sales grew within management’s expected range; protective and marine rose by high single digits, while residential repaint was slightly below mid-single-digit growth against high comps. Paint Stores Group Price Mix and Volume -- Saw a lo...
Tesla shares aren't cheap, but the stock is worth a look by investors aiming to potentially compound $500. Few, if any, megacap stocks elicit the same intense emotions among investors as Tesla (TSLA 2.39%). Many of those strong opinions are tied to Tesla's status as anything but a value stock. At the end of the third quarter, it sported a price-to-earnings (P/E) ratio of 297 and a price-to-book (P...
Tesla shares aren't cheap, but the stock is worth a look by investors aiming to potentially compound $500. Few, if any, megacap stocks elicit the same intense emotions among investors as Tesla (TSLA 2.39%). Many of those strong opinions are tied to Tesla's status as anything but a value stock. At the end of the third quarter, it sported a price-to-earnings (P/E) ratio of 297 and a price-to-book (P/B) ratio of 18.5. Under any circumstances, those are elevated figures, especially given that sales are declining. Tesla's recently unveiled 2025 sales targets indicate Cybertruck sales tumbled 48% year over year, while the S, X, and Y models also experienced volume dips. Only the Model 3 posted an annual sales increase, and it was just 1.3%. Declining sales and a lofty valuation may appear to be a toxic brew, but Tesla's other bets could reward investors. Here's how. "Hailing" Tesla's potential One of the primary reasons Tesla bulls stick with the stock even as the company's electric vehicle sales are heading in the wrong direction is enthusiasm for robotaxis. What sounded like a far-off, far-flung concept just a few years ago isn't just inching closer to reality; it is reality in some cities. For example, Alphabet's Waymo is taking market share from Uber Technologies in San Francisco. Cathie Wood's Ark Investment Management, which has long been bullish on Tesla, says declining costs and prices will stoke demand for robotaxis, adding, "Tesla has the production capacity to build fleets and accommodate all urban vehicle miles in top ride-hail cities." For Tesla to meet the robotaxi hype, several things need to go right, and that includes expanding into new cities and getting the human "failsafe" drivers out of the vehicles on a timeline that pleases market participants. That is to say, investors need to stay abreast of robotaxi headlines and exercise some patience because it could be 2027 or 2028 (or beyond) before robot-powered ride-hailing is widely available in the U.S. T...
Gold can continue to rally as private investors increasingly look to the precious metal as an equity hedge, according to JPMorgan. Individual investors could increase their gold exposure to 4.6% of an average portfolio from 3%, managing director Nikolaos Panigirtzoglou told clients in a Wednesday report. Such an increase would imply a price of between $8,000 and $8,500 an ounce for the precious me...
Gold can continue to rally as private investors increasingly look to the precious metal as an equity hedge, according to JPMorgan. Individual investors could increase their gold exposure to 4.6% of an average portfolio from 3%, managing director Nikolaos Panigirtzoglou told clients in a Wednesday report. Such an increase would imply a price of between $8,000 and $8,500 an ounce for the precious metal, he said. Gold set a new record near $5,600 an ounce before retreating on Thursday, one month after gold saw the largest annual increase in 2025 since 1979. The price of the yellow metal has soared as investors have sought a safe-haven asset amid rising geopolitical tensions and as central banks around the world have bought large amounts of gold in an attempt to diversify their dollar-heavy reserve holdings. "The allocations to gold by both private investors and central banks continue to grind higher," Panigirtzoglou wrote. "We continue to see more upside over the coming years." @GC.1 1Y mountain Gold, 1-year Panigirtzoglou's $8,000-$8,500 price range implies gold could climb more than 40% from current levels. He said households have been replacing long-duration bond holdings with gold, a trend he predicted is likely to continue. Data also suggests that gold has been favored over bitcoin by retail traders , Panigirtzoglou said. But momentum traders have driven prices far into overbought territory for both gold and silver , Panigirtzoglou said. That raises the risk of profit taking or a mean reversion in the near term, he added. What's more, gold has recently shown "more robust liquidity and market breadth" than either silver or bitcoin.
Apple Inc (NASDAQ:AAPL) investor Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, dropped a bombshell on X Tuesday: “It’s time for Tim Apple to resign. He hasn’t done a thing really in years. Apple completely missed the AI boat and now needs Google to survive.” The timing is pointed. Apple reports Q1 FY2026 ... Ross Gerber Demands Tim Cook Resign: ‘He Hasn’t Done a Thing in Ye...
Apple Inc (NASDAQ:AAPL) investor Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, dropped a bombshell on X Tuesday: “It’s time for Tim Apple to resign. He hasn’t done a thing really in years. Apple completely missed the AI boat and now needs Google to survive.” The timing is pointed. Apple reports Q1 FY2026 ... Ross Gerber Demands Tim Cook Resign: ‘He Hasn’t Done a Thing in Years’ on AI
Microsoft Corporation (NASDAQ:MSFT - Get Free Report) gapped down prior to trading on Thursday after Scotiabank lowered their price target on the stock from $650.00 to $600.00. The stock had previously closed at $481.63, but opened at $439.99. Scotiabank currently has a sector outperform rating on the stock. Microsoft shares last traded at $421.8740, with a volume of 54,732,892 shares changing han...
Microsoft Corporation (NASDAQ:MSFT - Get Free Report) gapped down prior to trading on Thursday after Scotiabank lowered their price target on the stock from $650.00 to $600.00. The stock had previously closed at $481.63, but opened at $439.99. Scotiabank currently has a sector outperform rating on the stock. Microsoft shares last traded at $421.8740, with a volume of 54,732,892 shares changing hands. Get Microsoft alerts: Sign Up A number of other equities analysts have also issued reports on MSFT. JPMorgan Chase & Co. decreased their target price on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a research report on Thursday. DA Davidson reiterated a "buy" rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday, December 4th. Redburn Partners set a $450.00 target price on shares of Microsoft in a research note on Wednesday, January 21st. Bank of America cut their price target on shares of Microsoft from $640.00 to $520.00 and set a "buy" rating for the company in a research note on Monday. Finally, Wolfe Research dropped their price target on Microsoft from $675.00 to $625.00 and set an "outperform" rating for the company in a report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $597.41. View Our Latest Report on MSFT Insider Buying and Selling at Microsoft In other news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the sale, the chief executive officer directly owned 129,349 shares of the company's stock, valued at approximately $63,577,620.48. The ...
Earnings Call Insights: ManpowerGroup Inc. (MAN) Q4 2025 Management View Jonas Prising, Chairman & CEO, stated, "We're pleased with our fourth quarter results, which marked a clear shift to stabilization, led by enterprise demand and supported by disciplined execution and a continued commitment to cost optimization." He highlighted reported revenues of $4.7 billion with organic constant currency g...
Earnings Call Insights: ManpowerGroup Inc. (MAN) Q4 2025 Management View Jonas Prising, Chairman & CEO, stated, "We're pleased with our fourth quarter results, which marked a clear shift to stabilization, led by enterprise demand and supported by disciplined execution and a continued commitment to cost optimization." He highlighted reported revenues of $4.7 billion with organic constant currency growth of 2%, and system-wide revenue of $5.1 billion. Prising emphasized sequential improvement through year-end and noted, "Clients remain deliberate in their hiring given the macro backdrop, yet engagement levels are steady and activity is becoming more consistent." He pointed to resilience in key markets such as France and outperformance in Italy, with the Manpower brand growing for three consecutive quarters in the U.S. and Experis showing narrowed declines. Prising explained that cost discipline remains a core focus, citing a 4% constant currency reduction in SG&A during the quarter and the first positive operating profit in five quarters for Northern Europe. He also highlighted scaling of AI recruiter toolkits, resulting in a 7% increase in placement rates, and expansion of agentic AI coding assistants in the U.S. Becky Frankiewicz, President & Chief Strategy Officer, detailed that the company is focused on "driving commercial excellence, evolving our core capabilities to better serve the business and infusing AI in the organization for today and tomorrow." She emphasized client demand for flexibility and advisory around AI's impact on workforce composition, signaling strategic realignment to meet evolving client and candidate needs. John McGinnis, Executive VP, CFO & Head of Investor Relations, stated, "In the fourth quarter, we delivered reported revenues of $4.7 billion. System-wide revenue was $5.1 billion. Our fourth quarter revenue results represented organic constant currency growth of 2%." He noted, "Gross profit margin came in just below our guidance range, d...
David Tran BlackRock ( BLK ) and Partners Group launched multi-alternative separately managed accounts (SMA) that facilitate wealthy investors' access to private markets, the companies said on Thursday. The SMA strategies provide advisors with a solution that diversifies exposure to private equity, private credit, and real assets through seven underlying evergreen private market funds managed by B...
David Tran BlackRock ( BLK ) and Partners Group launched multi-alternative separately managed accounts (SMA) that facilitate wealthy investors' access to private markets, the companies said on Thursday. The SMA strategies provide advisors with a solution that diversifies exposure to private equity, private credit, and real assets through seven underlying evergreen private market funds managed by BlackRock ( BLK ) HPS and Partners Group. The move comes as companies stay private longer, and increased consolidation in publicly traded companies leads to fewer publicly traded stocks. Available through the Morgan Stanley ( MS ) wealth platform, the new SMAs are delivered through a single subscription document and offer three strategies — income-focused, balanced, and growth. They're designed to meet client objectives and minimize operational complexity for advisors and their clients, the companies said. " This solution represents a transformational step forward in how private markets are delivered to the wealth channel," said Rob Collins , co-head of Private Wealth at Partners Group. "By embedding diversified private markets exposure into a scalable, outcome-oriented SMA structure, we are helping advisors move beyond product selection towards a more holistic portfolio solution that provides access to an increasingly important part of the real economy." BlackRock ( BLK ) and Partners Group point out that diversified portfolios that integrate private markets along with public investments, over time, have demonstrated the potential to enhance portfolio efficiency, delivering ~100 points of incremental return annually at comparable risk levels. They see a lot of room to increase the adoption of private markets. A recent BlackRock survey found that more than half of advisors invest in private markets, but the average allocations are only ~7%. "Advisors report implementation remains complex, citing a lack of confidence as a key barrier, with 68% of respondents expressing a need...
Bruce Bennett/Getty Images News Germany's government said Thursday it will require the sale of the unit operating a vital military fuel pipeline network as a condition of Sunoco LP's ( SUN ) takeover of TanQuid , the country's largest independent petrochemical and biofuel storage operator. The government declined to elaborate on the decision, which was made as part of an investment review process ...
Bruce Bennett/Getty Images News Germany's government said Thursday it will require the sale of the unit operating a vital military fuel pipeline network as a condition of Sunoco LP's ( SUN ) takeover of TanQuid , the country's largest independent petrochemical and biofuel storage operator. The government declined to elaborate on the decision, which was made as part of an investment review process meant to clamp down on security risks and echoes past interventions aimed at blocking foreign control - particularly by Chinese firms - of critical infrastructure. The government already owns 51% of the TanQuid unit in question, and has asked for the defense ministry to acquire the rest as a condition for the deal, according to a government report seen by Bloomberg. Sunoco's ( SUN ) purchase of TanQuid was approved and completed earlier this month; Macquarie Asset Management announced the sale in May 2025. More on Sunoco LP Sunoco: Why I'm Upgrading This 7%-Yielder To A 'Buy' Sunoco: Solid Q3 With Parkland Benefits Set To Begin Sunoco LP Q3 2025 Earnings Call Transcript
Munters Group AB (publ) press release ( MMNNF ): Q4 Earnings per share amounted to SEK -0.06 (0.85). Net sales declined -8%, with growth in and FoodTech, while AirTech declined. Currency effects impacted sales by -8%. More on Munters Group AB (publ) Munters Group AB (publ) (MMNNF) Q4 2025 Earnings Call Transcript Munters Group AB (publ) 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’...
Munters Group AB (publ) press release ( MMNNF ): Q4 Earnings per share amounted to SEK -0.06 (0.85). Net sales declined -8%, with growth in and FoodTech, while AirTech declined. Currency effects impacted sales by -8%. More on Munters Group AB (publ) Munters Group AB (publ) (MMNNF) Q4 2025 Earnings Call Transcript Munters Group AB (publ) 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Munters Group AB (publ) Historical earnings data for Munters Group AB (publ) Dividend scorecard for Munters Group AB (publ)
XtockImages/iStock via Getty Images Introduction It has been a couple of high-stakes months for GE Vernova (NYSE: GEV ) since I last reviewed it back in late October . The company has transitioned from a massive grid-leader acquisition to now navigating significant political and operational hurdles in its wind division. I will go through the company’s recent earnings to assess if the company is st...
XtockImages/iStock via Getty Images Introduction It has been a couple of high-stakes months for GE Vernova (NYSE: GEV ) since I last reviewed it back in late October . The company has transitioned from a massive grid-leader acquisition to now navigating significant political and operational hurdles in its wind division. I will go through the company’s recent earnings to assess if the company is still egregiously overvalued or if the narrative for its power and electrification segments has changed Current Dynamics GEV just released its quarterly earnings , and there is a lot to take away. It reported a shocking $13.39 in, which I first believed was a typo as estimates stood at around $3.2. Though it is important to dive deeper and understand that the beat was largely driven by a massive $2.9B one-time tax benefit . On the revenue front, the company saw sales reach $11B for the quarter, up around 4% Y/Y, slightly beating expectations and pushing the FY 2025 revenue figure to hit $38.1B. Even without the tax hit, the performance was relatively robust with orders surging by 65% in the quarter to $22.2B, pushing the total backlog to a staggering $150B . Looking at FCF, it has more than doubled in 2025 to $3.7B, proving that the company is able to generate significant cash even while fixing its Wind business. Diving into GEV's segments, the big winner has been Electrification, which saw its revenue jump by 32% in Q4 thanks to apparently insatiable demand for grid equipment from data hyperscalers. This has pushed EBITDA margins to hit 17.1%, up from 13%, which has made it the most profitable part of the business right now. On the Power side, orders were up 77% thanks to the slot strategy. The company has 83GW of turbine capacity already reserved by utilities through 2026/2027. Nuclear also saw a boost as small modular reactors and traditional nuclear services gained traction in the clean firm power conversation. On the wind side, which has generally been the anchor of the ...