Image source: The Motley Fool. Thursday, January 29, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer — Chip Childs Chief Financial Officer — Rob Simmons Chief Commercial Officer — Wade Steele Takeaways Net income -- $91 million or $2.21 per diluted share for the quarter; $428 million or $10.35 per diluted share for the full year. -- $91 million or $2.21 per diluted share for the qua...
Image source: The Motley Fool. Thursday, January 29, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer — Chip Childs Chief Financial Officer — Rob Simmons Chief Commercial Officer — Wade Steele Takeaways Net income -- $91 million or $2.21 per diluted share for the quarter; $428 million or $10.35 per diluted share for the full year. -- $91 million or $2.21 per diluted share for the quarter; $428 million or $10.35 per diluted share for the full year. Pretax income -- $125 million for the quarter; $506 million for the year, reflecting a 31% increase on a 15% growth in block hours. -- $125 million for the quarter; $506 million for the year, reflecting a 31% increase on a 15% growth in block hours. Total revenue -- $1 billion in the quarter, up 8% from $944 million in the prior year’s fiscal Q4 and down from $1.1 billion in fiscal Q3 2025. -- $1 billion in the quarter, up 8% from $944 million in the prior year’s fiscal Q4 and down from $1.1 billion in fiscal Q3 2025. Contract revenue -- $803 million in the quarter, compared to $844 million in fiscal Q3 2025, and $786 million in fiscal Q4 2024. -- $803 million in the quarter, compared to $844 million in fiscal Q3 2025, and $786 million in fiscal Q4 2024. Pro rate and charter revenue -- $167 million in the quarter, up from $126 million in fiscal Q4 2024, and flat with fiscal Q3 2025. -- $167 million in the quarter, up from $126 million in fiscal Q4 2024, and flat with fiscal Q3 2025. Leasing and other revenue -- $54 million in the quarter, up from $39 million in fiscal Q3 and $32 million in fiscal Q4 2024, attributed to discrete maintenance services for third parties. -- $54 million in the quarter, up from $39 million in fiscal Q3 and $32 million in fiscal Q4 2024, attributed to discrete maintenance services for third parties. Government shutdown impact -- Negatively affected quarterly results by $7 million, or $0.13 per diluted share, due to mandatory flight reductions. -- Negatively affected quarterly result...
KE ZHUANG/E+ via Getty Images Investment thesis Vistra Corp’s ( VST ) recent acquisitions ensure sustained growth over the next few years. With an expected EBITDA of above $7.4 billion by 2027 and debt reduction, my conservative fair value for the stock is estimated at $200 per share. Background Vistra Corp is an US integrated retail electricity and power generation company operating in 18 states ...
KE ZHUANG/E+ via Getty Images Investment thesis Vistra Corp’s ( VST ) recent acquisitions ensure sustained growth over the next few years. With an expected EBITDA of above $7.4 billion by 2027 and debt reduction, my conservative fair value for the stock is estimated at $200 per share. Background Vistra Corp is an US integrated retail electricity and power generation company operating in 18 states and serving nearly 5 million residential, commercial, and industrial customers across through several retail brands. Moreover, the company operates one of the largest generation fleets in the country, with about 44 GW of capacity across natural gas, nuclear, coal, solar, and battery storage assets Investor Presentation While most of Vistra’s capacity and production come from gas, in 2024 it acquired Energy Harbor and its four nuclear plants, positioning itself as the second largest nuclear fleet in the US and representing around 20% of Vistra energy production. Over the last few years most of Vistra’s growth has come from acquisitions, and it appears that this tendency will continue in the future. This month the company announced the acquisition of Cogentrix Energy and its 10 natural gas plants with around 5,500 MW capacity. Although the company is also investing in organic growth , such as with the construction of two natural gas plants with 860 MW capacity. To be able to fund this growth and maintain visibility, the company hedges and sells under PPAs its energy, as the recent PPA signed with Meta ( META ) for 2,600 MW. This allows to have clear cash flow visibility until at least 2027 and plan the capital allocation. Investor Presentation Until the year end 2027 the company expects to be able to allocate around $10 billion, distributing about one third of it to shareholders, with the remainder going to growth and debt reduction. The company plans to base most of shareholder’s returns on buybacks, paying a meager $0.22 quarterly dividend, representing around a 0.5% yield....
Nio moved higher as autonomous EV interest resurfaced, standing out amid a mixed market and uneven trading across Chinese EV stocks. Expand NYSE : NIO Nio Today's Change ( 3.81 %) $ 0.17 Current Price $ 4.76 Key Data Points Market Cap $9.6B Day's Range $ 4.64 - $ 5.01 52wk Range $ 3.02 - $ 8.02 Volume 3.5M Avg Vol 47M Gross Margin 11.25 % Nio (NIO +3.81%), an electric vehicle maker, closed Thursda...
Nio moved higher as autonomous EV interest resurfaced, standing out amid a mixed market and uneven trading across Chinese EV stocks. Expand NYSE : NIO Nio Today's Change ( 3.81 %) $ 0.17 Current Price $ 4.76 Key Data Points Market Cap $9.6B Day's Range $ 4.64 - $ 5.01 52wk Range $ 3.02 - $ 8.02 Volume 3.5M Avg Vol 47M Gross Margin 11.25 % Nio (NIO +3.81%), an electric vehicle maker, closed Thursday at $4.77, up 3.92%. The stock moved higher after fresh coverage highlighted it as a “Best Autonomous Vehicle Stock” and reiterated a Buy rating with a $7 target. Investors are watching whether sentiment improves further despite volatile recent trading dynamics. The company’s trading volume reached 73.5 million shares, about 57% above its three-month average of 46.9 million shares. Nio IPO'd in 2018 and has fallen 28% since going public. How the markets moved today S&P 500 (SNPINDEX: ^GSPC) slipped 0.13% to 6,969, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 0.72% to 23,685. Within electric vehicle manufacturing, industry peers XPeng (XPEV 0.38%) closed at $18.59, down 0.38%, and Li Auto (LI +0.64%) finished at $17.26, up 0.64%, underscoring divergent trading across Chinese EV names. What this means for investors Nio shares rose Thursday after renewed coverage highlighted the company as an autonomous-vehicle play and Morgan Stanley reiterated a Buy rating with a $7 target. The move came alongside elevated trading volume following a stretch of uneven performance in the stock. The advance unfolded amid continued volatility across Chinese EV names. TipRanks attributed the advance largely to trading dynamics, highlighting how quickly flows can reshape performance across the Chinese EV group. Recent analyst ratings, including a Macquarie upgrade, have helped steady expectations. Looking ahead, deliveries and progress toward future models, such as the planned ES9, will be the next markers investors use to judge whether recent performance holds beyond near-term trading.
Image source: The Motley Fool. Thursday, January 29, 2026 at 4:30 p.m. ET Call participants President and Chief Executive Officer — Ajay Mehra Executive Vice President and Chief Financial Officer — Alan Edrick Takeaways Total revenue -- $464 million, increasing 11% year over year to a second-quarter record, with double-digit growth in the Security and Optoelectronics segments. -- $464 million, inc...
Image source: The Motley Fool. Thursday, January 29, 2026 at 4:30 p.m. ET Call participants President and Chief Executive Officer — Ajay Mehra Executive Vice President and Chief Financial Officer — Alan Edrick Takeaways Total revenue -- $464 million, increasing 11% year over year to a second-quarter record, with double-digit growth in the Security and Optoelectronics segments. -- $464 million, increasing 11% year over year to a second-quarter record, with double-digit growth in the Security and Optoelectronics segments. Security division revenue -- $335 million, up 15% year over year; excluding Mexico contracts, Security revenue rose 31% driven by higher service, RF, and aviation product revenues. -- $335 million, up 15% year over year; excluding Mexico contracts, Security revenue rose 31% driven by higher service, RF, and aviation product revenues. Mexico security contracts -- Revenue declined 50% to $27 million from $54 million in Q2 of the prior year, directly impacting year-over-year comparisons. -- Revenue declined 50% to $27 million from $54 million in Q2 of the prior year, directly impacting year-over-year comparisons. Optoelectronics and manufacturing revenue -- $113 million, up 12% year over year, including intercompany sales; the division reported a book-to-bill ratio above one and a record Q2 for both revenue and adjusted operating income. -- $113 million, up 12% year over year, including intercompany sales; the division reported a book-to-bill ratio above one and a record Q2 for both revenue and adjusted operating income. Adjusted operating margins -- Company-wide non-GAAP adjusted operating margin was 14%, up sequentially from Q1 but down year over year; Security adjusted operating margin reached 17.8%, while Optoelectronics rose to 12.9%. -- Company-wide non-GAAP adjusted operating margin was 14%, up sequentially from Q1 but down year over year; Security adjusted operating margin reached 17.8%, while Optoelectronics rose to 12.9%. Non-GAAP adjusted EPS...
But the government is proposing to change this so that suppliers cover the discount with the unit rate – the per-kWh charge for electricity and gas usage – meaning higher-use customers would contribute more to the discount than ones who use less energy.
But the government is proposing to change this so that suppliers cover the discount with the unit rate – the per-kWh charge for electricity and gas usage – meaning higher-use customers would contribute more to the discount than ones who use less energy.
TORONTO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management LP (“Sprott Asset Management”), a wholly-owned subsidiary of Sprott Inc. (“Sprott”) (NYSE/TSX: SII), on behalf of the Sprott Physical Copper Trust (TSX: COP.UN) (TSX: COP.U) (the “Trust” or “COP”), a closed-end trust created to invest and hold substantially all of its assets in physical copper metal, today announced that the United...
TORONTO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management LP (“Sprott Asset Management”), a wholly-owned subsidiary of Sprott Inc. (“Sprott”) (NYSE/TSX: SII), on behalf of the Sprott Physical Copper Trust (TSX: COP.UN) (TSX: COP.U) (the “Trust” or “COP”), a closed-end trust created to invest and hold substantially all of its assets in physical copper metal, today announced that the United States’ Securities and Exchange Commission (the “SEC”) has approved the Rule 19b-4 application filed by the NYSE Arca to list and trade COP’s trust units (the “Units”) on NYSE Arca, providing a path for a dual-listing of the Units on the TSX and NYSE Arca. “We are very pleased to have received this approval which moves us closer to listing the Sprott Physical Copper Trust on the NYSE Arca,” said John Ciampaglia, CEO of Sprott Asset Management. “A U.S. listing of the Trust Units will provide U.S. investors with easier access to invest in the only1 exchange-listed physical copper fund at a time when there is growing demand for copper, a critical material essential to meet growing demand for electricity generation, distribution and storage.” The listing of the Units on the NYSE Arca remains subject to the filing and effectiveness of a registration statement to be filed under the U.S. Securities Exchange Act of 1934 in respect of the listing. Sprott cannot provide any assurance that it will be successful in achieving a listing of the Units on the NYSE Arca. In connection with the listing and effectiveness of a registration statement, it is expected that COP’s existing semi-annual redemption feature will be amended to provide for monthly redemptions and to remove the current cap on the number of Units that can be redeemed each redemption period (currently capped at 1.5% of the outstanding Units at the end of the applicable notice period). Under applicable Canadian securities laws, implementation of this amended redemption feature is expected to require COP unitholder approval a...
The succession crisis bedeviling smaller Japanese companies has become a growth engine for Next Generation Technology Group Inc. , turning it into the country’s best-performing initial public offering last year. The startup focuses on buying manufacturing firms without a clear succession plan. Shares of the company have risen 202% since their listing last February, beating the likes of AI driven J...
The succession crisis bedeviling smaller Japanese companies has become a growth engine for Next Generation Technology Group Inc. , turning it into the country’s best-performing initial public offering last year. The startup focuses on buying manufacturing firms without a clear succession plan. Shares of the company have risen 202% since their listing last February, beating the likes of AI driven JX Advanced Metals Corp. . NGT went public in an IPO which valued it at ¥17 billion ($111 million) and that valuation has now grown to ¥90 billion after it acquired companies with niche technologies along the way. Its acquisitions include construction warning signs maker Tiock Co. , fork lift seller Advance Inc. and optical films equipment maker Shinohara Manufacturing Co. “The business model fits well with Japan’s structural issues,” said Ikuo Mitsui , fund manager at Aizawa Securities Co. Japan has about 2.45 million small-business owners, about half of whom have yet to identify a successor, according to the Small and Medium Enterprise Agency, part of the nation’s economic ministry. Manufacturers in Japan may grapple with disruptions caused by shortages of components or services, and NGT’s efforts to protect the broader supply-chain by supporting succession are valuable, the money manager added. The business involves buying and adding value to the firms, rather than selling them. After the acquisition, NGT offers support in areas like hiring, and facilitates business between portfolio companies to generate synergies. “Going public worked better for acquisition activities as that also makes hiring at the portfolio companies easier,” said NGT’s president Eiichi Arai who previously worked at Innovation Network Corp of Japan , a government-backed public-private investment firm. While valuation matters, the increase in taking-private deals bodes well for the company, he said, adding that the company continues to mull opportunities in tender offers and carve-out deals for listed...
Kwarkot/iStock via Getty Images Invesco Mortgage Capital ( IVR ) on Thursday turned in a Q4 2025 profit that was bolstered by a combination of widening swap spreads and relative outperformance in agency residential mortgage-backed securities during the quarter. Q4 earnings available for distribution per share of $0.56, meeting the average analyst estimate, slipped from $0.58 a year earlier. Effect...
Kwarkot/iStock via Getty Images Invesco Mortgage Capital ( IVR ) on Thursday turned in a Q4 2025 profit that was bolstered by a combination of widening swap spreads and relative outperformance in agency residential mortgage-backed securities during the quarter. Q4 earnings available for distribution per share of $0.56, meeting the average analyst estimate, slipped from $0.58 a year earlier. Effective net interest income edged up to $47.7M in Q4 from $46.8M in the year-ago period, vs. $48.0M expected. IVR shares inched up 0.2% in after-hours trading. Total expenses were $4.57M, down from $4.78M in Q4 2024. Book value per share of $8.72 at Dec. 31, 2025, rose to $8.41 at Sept. 30, 2025. "Given the meaningful decline in interest rate volatility, we remain constructive on Agency RMBS, though we view near-term risks as balanced following the sector's strong performance, reinforced by the recent announcements that Fannie Mae ( FNMA ) and Freddie Mac ( FMCC ) will purchase $200 billion in Agency RMBS," CEO John Anzalone said in a statement. Conference call on Jan. 30 at 9:00 a.m. ET. More on Invesco Mortgage Capital Invesco Mortgage Capital: Double-Digit Yield Only Makes Sense If You Watch Book Value Invesco Mortgage: Betting Against All Odds Invesco Mortgage Capital Inc. 2025 Q3 - Results - Earnings Call Presentation Invesco Mortgage Capital Q4 2025 Earnings Preview Invesco Mortgage estimates book value increased at least 6% since Q3
Today, Jan. 29, 2026, investors are weighing slowing cloud momentum against surging AI infrastructure spend at a software giant. Expand NASDAQ : MSFT Microsoft Today's Change ( -10.23 %) $ -49.29 Current Price $ 432.34 Key Data Points Market Cap $3.6T Day's Range $ 421.04 - $ 442.46 52wk Range $ 344.79 - $ 555.45 Volume 5.9M Avg Vol 26M Gross Margin 68.76 % Dividend Yield 0.71 % Microsoft (MSFT 10...
Today, Jan. 29, 2026, investors are weighing slowing cloud momentum against surging AI infrastructure spend at a software giant. Expand NASDAQ : MSFT Microsoft Today's Change ( -10.23 %) $ -49.29 Current Price $ 432.34 Key Data Points Market Cap $3.6T Day's Range $ 421.04 - $ 442.46 52wk Range $ 344.79 - $ 555.45 Volume 5.9M Avg Vol 26M Gross Margin 68.76 % Dividend Yield 0.71 % Microsoft (MSFT 10.23%), which develops software, services, devices, and solutions worldwide, closed Thursday at $433.50, down 9.99%. Shares declined after earnings and AI capital expenditure updates led investors to focus on slowing Azure cloud growth. Trading volume reached 126.5 million shares, about 366% above its three-month average of 27.1 million shares. Microsoft IPO'd in 1986 and has grown 445,782% since going public. How the markets moved today The S&P 500 dipped 0.17% to 6,966, while the Nasdaq Composite fell 0.72% to 23,685 as large-cap tech weighed on software-heavy benchmarks. Among software industry peers, Apple closed at $258.01, up 0.61%, and Alphabet finished at $338.25, gaining 0.67%, both showing more resilient reactions than Microsoft. What this means for investors Despite growing sales and earnings per share by 17% and 24% during the second quarter -- easily surpassing Wall Street’s expectations -- Microsoft stock sold off 10% today. While the company’s Intelligent Cloud unit continued to see accelerating growth at 29% in Q2, the market seemed more focused on the fact that Microsoft’s capex jumped 89% year over year from Q2 2025. Now trading at 26 times forward earnings, I’d argue this sell-off is a bit extreme given the company’s persistent sales growth and even stronger EPS growth. That said, management admitted two-thirds of its Q2 capex was dedicated to “short-lived” assets like CPUs and GPUs, so the market will want to start to see (or maybe even already wanted to see) a higher ROI from the company’s massive capex outlays.
Microsoft (NASDAQ:MSFT), which develops software, services, devices, and solutions worldwide, closed Thursday at $433.50, down 9.99%. Shares declined after earnings and AI capital expenditure updates led investors to focus on slowing Azure cloud growth. Trading volume reached 126.5 million shares, about 366% above its three-month average of 27.1 million shares. Microsoft IPO'd in 1986 and has grow...
Microsoft (NASDAQ:MSFT), which develops software, services, devices, and solutions worldwide, closed Thursday at $433.50, down 9.99%. Shares declined after earnings and AI capital expenditure updates led investors to focus on slowing Azure cloud growth. Trading volume reached 126.5 million shares, about 366% above its three-month average of 27.1 million shares. Microsoft IPO'd in 1986 and has grown 445,782% since going public. How the markets moved today The S&P 500 dipped 0.17% to 6,966, while the Nasdaq Composite fell 0.72% to 23,685 as large-cap tech weighed on software-heavy benchmarks. Among software industry peers, Apple closed at $258.01, up 0.61%, and Alphabet finished at $338.25, gaining 0.67%, both showing more resilient reactions than Microsoft. What this means for investors Despite growing sales and earnings per share by 17% and 24% during the second quarter -- easily surpassing Wall Street’s expectations -- Microsoft stock sold off 10% today. While the company’s Intelligent Cloud unit continued to see accelerating growth at 29% in Q2, the market seemed more focused on the fact that Microsoft’s capex jumped 89% year over year from Q2 2025. Now trading at 26 times forward earnings, I’d argue this sell-off is a bit extreme given the company’s persistent sales growth and even stronger EPS growth. That said, management admitted two-thirds of its Q2 capex was dedicated to “short-lived” assets like CPUs and GPUs, so the market will want to start to see (or maybe even already wanted to see) a higher ROI from the company’s massive capex outlays. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 950%* — a market-crushing outperformance compared to 197% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of January 29, 2026. Josh Kohn...
(RTTNews) - Beazer Homes USA, Inc. (BZH), a homebuilder, reported weaker operating results for the three months ended December 31, 2025 on Thursday, compared to the prior-year period. The company's performance was impacted by softening demand and a decline in home closings. New home orders fell to 763 from 932 a year earlier, while total home closings dropped to 700, compared to 907 in the same qu...
(RTTNews) - Beazer Homes USA, Inc. (BZH), a homebuilder, reported weaker operating results for the three months ended December 31, 2025 on Thursday, compared to the prior-year period. The company's performance was impacted by softening demand and a decline in home closings. New home orders fell to 763 from 932 a year earlier, while total home closings dropped to 700, compared to 907 in the same quarter of 2024. Homebuilding revenue declined to $359.7 million from $460.4 million last year, despite a modest increase in average selling price to $513.9 thousand from $507.6 thousand. The company posted a net loss of $32.6 million for the quarter, compared to net income of $3.1 million a year earlier. Basic and diluted loss per share came in at $1.13, versus earnings of $0.10 per share in the prior-year quarter. On an adjusted basis, Beazer Homes reported adjusted EBITDA of negative $11.2 million for the quarter, compared to positive $23.0 million a year earlier. Over the last twelve months, adjusted EBITDA fell to $123.4 million from $228.4 million, reflecting lower volumes, higher costs, and margin pressure during the period. BZH closed is currently trading on the aftermarket at $21.61 down $2.60 or 10.74 percent on the Nasdaq, possibly due to softer demands. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Hilltop press release ( HTH ): Q4 GAAP EPS of $0.69. Revenue of $329M. More on Hilltop Hilltop Holdings: Reliable, Conservative, And Best Left On Hold Seeking Alpha’s Quant Rating on Hilltop Historical earnings data for Hilltop Dividend scorecard for Hilltop Financial information for Hilltop
Hilltop press release ( HTH ): Q4 GAAP EPS of $0.69. Revenue of $329M. More on Hilltop Hilltop Holdings: Reliable, Conservative, And Best Left On Hold Seeking Alpha’s Quant Rating on Hilltop Historical earnings data for Hilltop Dividend scorecard for Hilltop Financial information for Hilltop
John M. Chase/iStock Unreleased via Getty Images The last couple of days have been a bit rough for shareholders of General Dynamics Corporation ( GD ). Shares of the company are down around 4%. This happens to coincide with management announcing financial results covering the final quarter of the company's 2025 fiscal year. Interestingly, revenue and earnings per share both came in above what anal...
John M. Chase/iStock Unreleased via Getty Images The last couple of days have been a bit rough for shareholders of General Dynamics Corporation ( GD ). Shares of the company are down around 4%. This happens to coincide with management announcing financial results covering the final quarter of the company's 2025 fiscal year. Interestingly, revenue and earnings per share both came in above what analysts were hoping to see. And based on the data currently available, it is looking as though the future will be bright. After all, backlog is growing nicely, and relative to other similar firms, shares are trading on the cheap. Even though the last couple of days have been a bit rough, the stock is still up 9% since I called the company a "Buy" in September of last year. This is approximately double the 4.7% rise that the S&P 500 saw over the same period. Normally, I wouldn't be bullish on a company that's this pricey. But its relative valuation is attractive, and I consider it a stable cash cow of an enterprise that should continue to thrive in the current environment. Ultimately, I would argue that it justifies maintaining a very soft "Buy" rating right now. A Great Company at an Okay Price Author - SEC EDGAR Data On Jan. 28, the management team at General Dynamics announced financial results for the last quarter of the company's 2025 fiscal year. Revenue for the company came in strong at $14.38 billion. In addition to representing an increase of 7.8% over the $13.34 billion the company reported a year earlier, it also happened to be $618 million above what analysts were hoping to see . This wasn't the only outperformance that the company achieved. Earnings per share grew from $4.15 to $4.17. Although this was not a large increase, it did exceed what analysts were expecting to the tune of $0.06. But unfortunately, because of a decline in the number of shares outstanding, it actually translated to a small drop in net profits from $1.15 billion to $1.14 billion. As the chart...