Snap Inc. reported better-than-expected holiday quarter sales despite a decline in daily users, a sign of the continued evolution of its advertising business and its growing suite of consumer subscription services that are now contributing meaningfully to the company’s bottom line. Revenue for the period ended Dec. 31 totaled $1.72 billion, the company said Wednesday in a statement, narrowly beati...
Snap Inc. reported better-than-expected holiday quarter sales despite a decline in daily users, a sign of the continued evolution of its advertising business and its growing suite of consumer subscription services that are now contributing meaningfully to the company’s bottom line. Revenue for the period ended Dec. 31 totaled $1.72 billion, the company said Wednesday in a statement, narrowly beating analysts’ estimates of $1.7 billion, according to Bloomberg-compiled data. “Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth, translating into revenue diversification and meaningful margin expansion,” Chief Executive Officer Evan Spiegel wrote in prepared remarks. “This progress reflects our commitment to building a more financially efficient and profitable business while continuing to invest in the future of augmented reality and the consumer launch of Specs.” Shares rose about 6% in extended trading after closing at $5.89 in New York. Snap’s stock was down 27% so far this year before Wednesday’s report. While Snap also reported better-than-expected net and operating income for that period, the projected range for current-quarter revenue was lower at the mid-line than analyst estimates. It also said that its flagship messaging app had 474 million daily active users in the fourth quarter. That figure represents a 3 million user drop from the the previous quarter and fell short of analysts’ projections. It was the first user growth decline for Snap since a controversial redesign of the Snapchat app back in 2018. The company said in the letter that the user growth slowdown was part of a broader pivot announced last year to focus on “profitable growth” — a pivot that included plans to “substantially reduce our community growth marketing investments.”
DHI Group ( DHX ) on Wednesday said that its board has approved a new share repurchase program allowing the company to buy back up to $10 million of the its common stock. The authorization will take effect on February 9, 2026 and run through February 8, 2027. The company said repurchases may be made in the open market or through privately negotiated transactions, including block trades. DHI said t...
DHI Group ( DHX ) on Wednesday said that its board has approved a new share repurchase program allowing the company to buy back up to $10 million of the its common stock. The authorization will take effect on February 9, 2026 and run through February 8, 2027. The company said repurchases may be made in the open market or through privately negotiated transactions, including block trades. DHI said the program does not obligate the company to repurchase any specific amount of shares and may be suspended or terminated at any time. DHX +8.43% after hours to $1.8. Source: Press Release More on DHI Group DHI Group, Inc. (DHX) Q3 2025 Earnings Call Transcript DHI Group, Inc. 2025 Q3 - Results - Earnings Call Presentation DHI Group outlines $5M buyback and targets 27% EBITDA margin with new platform launches amid defense budget upswing DHI Group Non-GAAP EPS of $0.09 beats by $0.05, revenue of $32.1M beats by $0.92M Seeking Alpha’s Quant Rating on DHI Group
In Brief Last summer, Amazon MGM Studios launched a dedicated AI Studio to develop proprietary AI tools to streamline TV and film production, with a focus on areas like improving character consistency across shots and supporting pre- and post-production. According to a report from Reuters, those tools are now ready to move beyond internal testing. Amazon will begin a closed beta program in March, ...
In Brief Last summer, Amazon MGM Studios launched a dedicated AI Studio to develop proprietary AI tools to streamline TV and film production, with a focus on areas like improving character consistency across shots and supporting pre- and post-production. According to a report from Reuters, those tools are now ready to move beyond internal testing. Amazon will begin a closed beta program in March, inviting industry partners to try out its AI tools. Amazon said it anticipates sharing initial outcomes from the program by May. The company chose not to provide further details on the developments when approached by TechCrunch for a comment. The AI Studio is collaborating with notable producers like Robert Stromberg, known for “Maleficent,” Kunal Nayyar from “The Big Bang Theory,” and former animator Colin Brady from Pixar to learn the best way to implement these tools. Amazon is also tapping Amazon Web Services for support and intends to work with several LLM providers. Albert Cheng, who heads the AI Studios initiative, emphasized that the goal is to support creative teams, not to replace them. The focus is on improving efficiency and reducing costs while ensuring that intellectual property is protected and AI-generated content isn’t absorbed into other AI models. One example used is Amazon’s “House of David” series, which featured 350 AI-generated shots in season two. However, the rise of adoption of AI in Hollywood has stirred up plenty of debate. Many people in the industry worry about what it means for jobs, creativity, and the future of filmmaking. The conversations around AI are only getting louder as more companies experiment with these new tools. For instance, Netflix has also jumped on the AI bandwagon, with Co-CEO Ted Sarandos revealing that its series “The Eternaut” used generative AI to create a building collapse scene. In recent years, Amazon has cited its success with AI as a factor in layoffs. The company recently eliminated 16,000 jobs in January, followi...
e.l.f. Beauty press release ( ELF ): Q3 Non-GAAP EPS of $1.24 beats by $0.52 . Revenue of $489.5M (+37.8% Y/Y) beats by $27.72M . FY26 revenue consensus of $1.57B, EPS consensus of $2.87 Fiscal 2025 Actuals Previous Fiscal 2026 Outlook Current Fiscal 2026 Outlook Net sales $1,314 million $1,550-1,570 million $1,600-1,612 million Adjusted EBITDA $297 million $302-306 million $323-326 million Adjust...
e.l.f. Beauty press release ( ELF ): Q3 Non-GAAP EPS of $1.24 beats by $0.52 . Revenue of $489.5M (+37.8% Y/Y) beats by $27.72M . FY26 revenue consensus of $1.57B, EPS consensus of $2.87 Fiscal 2025 Actuals Previous Fiscal 2026 Outlook Current Fiscal 2026 Outlook Net sales $1,314 million $1,550-1,570 million $1,600-1,612 million Adjusted EBITDA $297 million $302-306 million $323-326 million Adjusted effective tax rate 21% 23% 23% Adjusted net income $198 million $165-168 million $180-183 million Adjusted diluted earnings per share $3.39 $2.80-2.85 $3.05-3.10 Diluted shares outstanding 58 million 59 million 59 million Click to enlarge Shares +8% . More on e.l.f. Beauty e.l.f. Beauty Suffers Great Headwinds - Speculative Swing Trade Before Breakout e.l.f. Beauty: Temporary Headwinds, Strong Medium-Term Setup e.l.f. Beauty: Why The 40% Sell-Off Creates An Opportunity, Not A Disaster e.l.f. Beauty Q3 2026 Earnings Preview The Ithaka Group adds HWM, AVGO, CRDO and exits BX, ELF, MRVL, TTD
Alphabet (GOOGL, GOOG) stock fell as much as 7% after the bell Wednesday before recovering as the tech giant's 2026 capital expenditure forecast soared past analyst expectations. In its fourth quarter earnings report, Google parent company Alphabet forecast 2026 capital expenditures of $180 billion at the midpoint, well above the $119.5 billion projected by analysts tracked by Bloomberg. That woul...
Alphabet (GOOGL, GOOG) stock fell as much as 7% after the bell Wednesday before recovering as the tech giant's 2026 capital expenditure forecast soared past analyst expectations. In its fourth quarter earnings report, Google parent company Alphabet forecast 2026 capital expenditures of $180 billion at the midpoint, well above the $119.5 billion projected by analysts tracked by Bloomberg. That would be roughly double the $91 billion Alphabet saw in capex in 2025, which the company said it spent on servers and data center infrastructure to power AI. Investors have been concerned about whether the billions of dollars in AI investments that Big Tech hyperscalers are making will pay off. Alphabet stock pared losses to trade down more than 2% Wednesday evening. Alphabet CFO Anat Ashkenazi said on a call with analysts following the company's earnings release that the higher 2026 spending would go toward AI computing infrastructure as the company looks to develop frontier AI models and meet demand for its Cloud and Services segments. "The investments that we've made in AI — it's already delivering results across the business," said Ashkenazi. The executive pointed to growth in Google Cloud driven by demand for its AI products. The segment saw fourth quarter revenue spike 48% from the previous year to $17.7 billion, more than the $16.2 billion expected by analysts. Read more: Live coverage of corporate earnings Ashkenazi said Alphabet will make its 2026 investments "in a way that maintains a very healthy financial position for the organization." Overall, the company's fourth quarter financial results beat Wall Street's estimates on the top and bottom lines. Fourth quarter revenue climbed 18% to $113.8 billion from the year-ago period, ahead of the $111.4 billion expected by analysts. The tech giant's earnings per share rose to $2.82 from $2.15 in the previous year, also higher than the $2.65 projected. Google Services — the segment including ad revenue from Search and YouTub...
For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. Its most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Meta's and Microsoft's earnings. In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discu...
For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. Its most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Meta's and Microsoft's earnings. In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Tesla 's earnings. 's earnings. Elon Musk's announcement that Tesla will discontinue production of the Model S and X. Meta 's massive capital spending plan. 's massive capital spending plan. Microsoft's future being closely tied to OpenAI. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Jan. 29, 2026. Tyler Crowe: Tesla makes an awfully daring move. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe. Today, I'm joined by long time Fool contributors Matt Frankel and Jon Quast. Guys, the earnings fire hose has been set to full blast this week because we have seen a slew of earnings reports across just about every industry. We can't hit everything in this one show alone. We're going to focus on the big companies and the bold moves today. We'll look at Meta and Microsoft moving big time in the market, but we're going to start with what it's mentioned in the headline here with Tesla. The company reported earnings per share of $0.50 for the quarter. It beat estimates, but it was down 63% from this time last year, and it was the lowest fourth quarter earnings results since 2020. Now, what likely surprised anyone more than anything else in the numbers was Tesla's very ambitious capital spending plan and the things they were talking about on the conference call. Tesla announced it will more than double its annual capital spending to $20 billion for 2026. Elon Musk floated the idea of ...
Alphabet Inc (NASDAQ:GOOG), Google’s parent company, reported better-than-expected fourth quarter financial results, with both revenue and earnings per share exceeding Wall Street expectations. For the fourth quarter ended December 31, 2025, Alphabet reported consolidated revenue of $113.8...
Alphabet Inc (NASDAQ:GOOG), Google’s parent company, reported better-than-expected fourth quarter financial results, with both revenue and earnings per share exceeding Wall Street expectations. For the fourth quarter ended December 31, 2025, Alphabet reported consolidated revenue of $113.8...
MetLife press release ( MET ): Q4 Non-GAAP EPS of $2.49 beats by $0.15 . Revenue of $23.81B (+27.5% Y/Y) misses by $7.82B . More on MetLife MetLife Preferreds Reviewed: Hold For Now MetLife Q4 2025 Earnings Preview Dividend Roundup: CVS, MetLife, AT&T, Verizon, and more Seeking Alpha’s Quant Rating on MetLife Historical earnings data for MetLife
MetLife press release ( MET ): Q4 Non-GAAP EPS of $2.49 beats by $0.15 . Revenue of $23.81B (+27.5% Y/Y) misses by $7.82B . More on MetLife MetLife Preferreds Reviewed: Hold For Now MetLife Q4 2025 Earnings Preview Dividend Roundup: CVS, MetLife, AT&T, Verizon, and more Seeking Alpha’s Quant Rating on MetLife Historical earnings data for MetLife
Mid-America Apartment Communities press release ( MAA ): Q4 FFO of $2.23 beats by $0.01 . Revenue of $555.56M (+1.0% Y/Y) misses by $1.23M . 2026 Earnings and Same Store Guidance 2026 Guidance Full Year 2026 Earnings: Range Midpoint Earnings per common share - diluted $4.11 to $4.47 $4.29 Core FFO per Share - diluted $8.35 to $8.71 $8.53 Core AFFO per Share - diluted $7.32 to $7.68 $7.50 MAA Same ...
Mid-America Apartment Communities press release ( MAA ): Q4 FFO of $2.23 beats by $0.01 . Revenue of $555.56M (+1.0% Y/Y) misses by $1.23M . 2026 Earnings and Same Store Guidance 2026 Guidance Full Year 2026 Earnings: Range Midpoint Earnings per common share - diluted $4.11 to $4.47 $4.29 Core FFO per Share - diluted $8.35 to $8.71 $8.53 Core AFFO per Share - diluted $7.32 to $7.68 $7.50 MAA Same Store Portfolio: Property revenue growth -0.20% to 1.30% 0.55 % Property operating expense growth 1.90% to 3.40% 2.65 % NOI growth -1.70% to 0.30% -0.70 % Click to enlarge The projected difference between Core FFO per diluted Share for the full year of 2025 to the midpoint of MAA's guidance for the full year of 2026 is summarized below: Core FFO per diluted Share 2025 per diluted Share reported results $ 8.74 Same Store NOI (0.08) Development, Lease-up and Other Non-Same Store NOI 0.19 2026 forecasted acquisitions and dispositions (0.01) Total overhead (0.05) Interest expense (1) (0.25) Other non-operating expense (income) (0.01) 2026 per diluted Share guidance midpoint $ 8.53 Click to enlarge More on Mid-America Apartment Communities Mid-America Apartment Under The Microscope: Strong Credit Profile, But Selective Investment Opportunities Mid-America Apartments: The 'Sunbelt Recovery' Is Here At A Decade-High Yield Mid-America Apartment Communities: Fair Value On The Common, Be Careful With The Preferred Seeking Alpha’s Quant Rating on Mid-America Apartment Communities Historical earnings data for Mid-America Apartment Communities
Wolfspeed, Inc. press release ( WOLF ): Q2 GAAP EPS of -$5.78 misses by $42.60 . Revenue of $168.5M misses by $1.5M . More on Wolfspeed, Inc. Wolfspeed: The Silicon Carbide Opportunity Is Real, The Economics Are Not There Yet Wolfspeed: Full Production Ramp Ripe For Automotive Scaling Semiconductor stocks see bullish views at Susquehanna ahead of earnings Wolfspeed receives $698.6M in cash tax ref...
Wolfspeed, Inc. press release ( WOLF ): Q2 GAAP EPS of -$5.78 misses by $42.60 . Revenue of $168.5M misses by $1.5M . More on Wolfspeed, Inc. Wolfspeed: The Silicon Carbide Opportunity Is Real, The Economics Are Not There Yet Wolfspeed: Full Production Ramp Ripe For Automotive Scaling Semiconductor stocks see bullish views at Susquehanna ahead of earnings Wolfspeed receives $698.6M in cash tax refunds Seeking Alpha’s Quant Rating on Wolfspeed, Inc.
Costco Wholesale Corporation ( COST ) reported comparable sales for the retail month of January were up 7.1%, including a 5.8% increase in the U.S., an 11.4% rise in Canada, and a 9.5% gain for other international markets. E-commerce comparable sales shot up 34.4% for the month. Costco ( COST ) said comparable traffic was 2.4% higher during the month. After stripping out the impact of foreign exch...
Costco Wholesale Corporation ( COST ) reported comparable sales for the retail month of January were up 7.1%, including a 5.8% increase in the U.S., an 11.4% rise in Canada, and a 9.5% gain for other international markets. E-commerce comparable sales shot up 34.4% for the month. Costco ( COST ) said comparable traffic was 2.4% higher during the month. After stripping out the impact of foreign exchange and gas prices, comparable sales were up 6.4% during the month, including an increase of 6.8% in the U.S. Total sales for the period that ended on February 1 were up 9.3% to $19.5B to easily outpace the estimated retail sector average. The retailer noted food and sundries sales were up at a mid-single-digit clip, while strong demand for jewelry and tires helped boost non-food category sales. Costco currently operates 924 warehouses, including 634 in the United States and Puerto Rico, 114 in Canada, 42 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, two in France, two in Sweden, and one each in Iceland and New Zealand. Costco ( COST ) also operates e-commerce sites in the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan, and Australia. Shares of Costco ( COST ) rose 0.2% in postmarket trading to $980.00 and are up more than 13% on a year-to-date basis. More on Costco Costco: Strong Start To 2026 Likely Short-Lived Costco: Sell The New Year Rally Costco Wholesale Corporation (COST) Period Ending/ Trading Statement Call Prepared Remarks Transcript Nike's Costco collaboration turns $135 sneaker into resale sensation Dividend Roundup: Costco, Morgan Stanley, Ally Financial, Clorox, and more
Crown Castle press release ( CCI ): Q4 FFO of $1.01 beats by $0.05 . Revenue of $1.07B (-4.5% Y/Y) beats by $10M . FY26 FFO consensus of $4.42 Full Year 2026 Full Year 2025 (dollars in millions, except per share amounts) Current Outlook Midpoint (a) Midpoint GrowthRate Comparedto Full Year 2025Actual Actual Actual GrowthRate Comparedto Full Year 2024Actual Site rental revenues ( b ) $3,850 (5)% $4...
Crown Castle press release ( CCI ): Q4 FFO of $1.01 beats by $0.05 . Revenue of $1.07B (-4.5% Y/Y) beats by $10M . FY26 FFO consensus of $4.42 Full Year 2026 Full Year 2025 (dollars in millions, except per share amounts) Current Outlook Midpoint (a) Midpoint GrowthRate Comparedto Full Year 2025Actual Actual Actual GrowthRate Comparedto Full Year 2024Actual Site rental revenues ( b ) $3,850 (5)% $4,049 (5)% Net income (loss) $780 76% $444 N/A Net income (loss) per share—diluted $1.80 78% $1.01 N/A Adjusted EBITDA ( b )( c ) $2,690 (6)% $2,863 (6)% AFFO ( b )( c ) $1,920 1% $1,904 (4)% AFFO per share ( b )( c ) $4.43 2% $4.36 (4)% Click to enlarge More on Crown Castle Crown Castle Inc. (CCI) Presents at UBS Global Media and Communications Conference 2025 Transcript Why This Quarter May Be Better Than You Think By Crown Castle Crown Castle cuts ties with DISH Wireless after payment default Barclays downgrades American Tower, Crown Castle to Hold-equivalent Seeking Alpha’s Quant Rating on Crown Castle
Alphabet (NASDAQ:GOOG - Get Free Report) announced its earnings results on Wednesday. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.23, FiscalAI reports. The firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.00% and...
Alphabet (NASDAQ:GOOG - Get Free Report) announced its earnings results on Wednesday. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.23, FiscalAI reports. The firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%. Get Alphabet alerts: Sign Up Alphabet Stock Performance NASDAQ:GOOG traded down $7.09 on Wednesday, hitting $333.62. The stock had a trading volume of 26,185,274 shares, compared to its average volume of 21,280,941. The business's 50-day simple moving average is $321.78 and its two-hundred day simple moving average is $269.04. The stock has a market cap of $4.03 trillion, a price-to-earnings ratio of 32.90, a price-to-earnings-growth ratio of 2.08 and a beta of 1.10. Alphabet has a 52-week low of $142.66 and a 52-week high of $350.15. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 8th were given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, December 8th. Alphabet's dividend payout ratio is 8.28%. Analyst Upgrades and Downgrades Several equities research analysts have commented on the company. Canaccord Genuity Group boosted their target price on Alphabet from $330.00 to $390.00 and gave the stock a "buy" rating in a report on Wednesday, January 7th. BNP Paribas Exane assumed coverage on shares of Alphabet in a research report on Monday, November 24th. They set an "outperform" rating on the stock. JPMorgan Chase & Co. raised their price objective on shares of Alphabet from $260.00 to $300.00 and gave the company an "overweight" rating in a re...
EnerSys press release ( ENS ): Q3 Non-GAAP EPS of $2.77 beats by $0.05 . Revenue of $919M misses by $13.13M . Returned $94M to shareholders through buybacks and dividends in Q3, leaving $931M remaining in buyback authorization as of February 3, 2026 Maintained net leverage ratio (a) below low end of target range at 1.2 X EBITDA More on EnerSys EnerSys: AI Data-Centers And Grid Constraints Create M...
EnerSys press release ( ENS ): Q3 Non-GAAP EPS of $2.77 beats by $0.05 . Revenue of $919M misses by $13.13M . Returned $94M to shareholders through buybacks and dividends in Q3, leaving $931M remaining in buyback authorization as of February 3, 2026 Maintained net leverage ratio (a) below low end of target range at 1.2 X EBITDA More on EnerSys EnerSys: AI Data-Centers And Grid Constraints Create Multi-Year Opportunity EnerSys 2026 Q2 - Results - Earnings Call Presentation EnerSys (ENS) Q2 2026 Earnings Call Transcript EnerSys Q3 2026 Earnings Preview EnerSys raised to Buy at BTIG as data center power infrastructure supercycle in full swing
Kulicke and Soffa press release ( KLIC ): Q1 Non-GAAP EPS of $0.44 beats by $0.11 . Revenue of $199.6M (+20.2% Y/Y) beats by $9.57M . GAAP cash flow from operations of $(8.9) million; Adjusted free cash flow of $(11.6) million. The Company repurchased a total of 0.2 million shares of common stock at a cost of $6.7 million. Second Quarter Fiscal 2026 OutlookK&S currently expects net revenue in the ...
Kulicke and Soffa press release ( KLIC ): Q1 Non-GAAP EPS of $0.44 beats by $0.11 . Revenue of $199.6M (+20.2% Y/Y) beats by $9.57M . GAAP cash flow from operations of $(8.9) million; Adjusted free cash flow of $(11.6) million. The Company repurchased a total of 0.2 million shares of common stock at a cost of $6.7 million. Second Quarter Fiscal 2026 OutlookK&S currently expects net revenue in the second quarter of fiscal 2026 ending April 4, 2026 to be approximately $230 million +/- $10 million, GAAP diluted EPS to be approximately $0.53 +/- 10%, and non-GAAP diluted EPS to be approximately $0.67 +/- 10%. More on Kulicke and Soffa Kulicke and Soffa Industries, Inc. 2025 Q4 - Results - Earnings Call Presentation Kulicke and Soffa Industries, Inc. (KLIC) Q4 2025 Earnings Call Transcript Kulicke and Soffa Q1 2026 Earnings Preview Kulicke and Soffa declares $0.205 dividend Seeking Alpha’s Quant Rating on Kulicke and Soffa
Weeraa/iStock via Getty Images Introduction Eagle Materials Inc.'s ( EXP ) latest quarterly results come against a mixed profile of the construction landscape. On the one hand, you have decent demand coming from infrastructure spending, nonresidential projects like data centers, and public works that continue to drive strength in the company's heavy materials businesses (cement and aggregates). On...
Weeraa/iStock via Getty Images Introduction Eagle Materials Inc.'s ( EXP ) latest quarterly results come against a mixed profile of the construction landscape. On the one hand, you have decent demand coming from infrastructure spending, nonresidential projects like data centers, and public works that continue to drive strength in the company's heavy materials businesses (cement and aggregates). On the other side of it, you've got persistent headwinds in residential housing, including affordability issues and high interest rates, that are weighing heavily on light materials like wallboard. Against this backdrop of uneven market dynamics, in this article I'll direct the company's latest Q3 '26 results from last week on Jan. 29th. I will explain why I believe the EXP business, while likely having found a bottom on an earnings level, doesn't look too attractive on valuation. Recent Results Q3 ’26 was a tough quarter for Eagle Materials. During the quarter, the company reported a revenue that was in line with consensus but had a miss on EPS. On revenues, the company posted revenues of $556.0 million , which was flat year over year and beat slightly by $2.7 million. This flattish growth was largely the result of reduced sales volumes in wallboard and paperboard, though it was partially cushioned by stronger cement sales volumes and the positive impact from a recent aggregates acquisition. Seeking Alpha In the heavy materials sector (which includes cement, concrete, and aggregates), revenue climbed 11%, thanks to a 9% increase in cement volumes and an 81% jump in aggregates volumes to a record 1.6 million tons. Conversely, the light materials segment saw revenue fall 16% to $203 million, as Eagle experienced a 14% decline in wallboard shipments amid ongoing residential construction challenges. Company Filings Where the miss on EPS came from was largely through expense line items on the income statement. During the quarter, company-wide gross profit margins came in at 28.9%...
A 10-year-old Minnesota girl has been released from US Immigration and Customs Enforcement (ICE) custody after a month in detention in Dilley, Texas, school officials said, one of hundreds of children detained at the facility. Elizabeth Zuna Caisaguano, a fourth-grader, and her mother walked free from the immigration detention center in Dilley, Texas, on Tuesday night. Elizabeth is a student in th...
A 10-year-old Minnesota girl has been released from US Immigration and Customs Enforcement (ICE) custody after a month in detention in Dilley, Texas, school officials said, one of hundreds of children detained at the facility. Elizabeth Zuna Caisaguano, a fourth-grader, and her mother walked free from the immigration detention center in Dilley, Texas, on Tuesday night. Elizabeth is a student in the school district of Columbia Heights, a Minneapolis suburb, which is also home to five-year-old Liam Conejo Ramos, who was released from Dilley over the weekend amid widespread outrage about his detention. Elizabeth and her mother were taken by federal agents on 6 January, the first of five students from the Columbia Heights district to be detained by ICE during the Trump administration’s aggressive immigration crackdown in the region, school leaders said. The family, originally from Ecuador, has an active asylum case, school officials said. The girl and her mother were at a Texas shelter as of Wednesday morning, a family attorney said, and would be heading back to Minnesota to reunite with her father. There have been growing concerns about Elizabeth’s health as federal officials confirmed that Dilley, which houses families, is now the site of a measles outbreak. Hundreds of children are detained at the facility. Carolina Gutierrez, principal secretary at Highland elementary, Elizabeth’s school, has been assisting the family and told the Guardian on Wednesday that the girl was experiencing flu-like symptoms and her mother had broken out in hives, but they had not yet received a medical assessment. “I’m just excited to see Elizabeth come back to school. I’m extremely happy and relieved, and we have to continue advocating and speaking up for other people to come home,” Gutierrez said. Elizabeth and her mother had been picked up by agents on the way to school, and the girl was able to call her father during the arrests, acting as an interpreter for her family and telling her ...
In a direct challenge to Beijing’s decades-long grip on the hi-tech economy, the United States on Wednesday sought to rally more than 50 countries and the European Union in Washington around a landmark framework to loosen China’s control over the global critical minerals trade. “This morning, the Trump administration is proposing a concrete mechanism to return the global critical minerals market t...
In a direct challenge to Beijing’s decades-long grip on the hi-tech economy, the United States on Wednesday sought to rally more than 50 countries and the European Union in Washington around a landmark framework to loosen China’s control over the global critical minerals trade. “This morning, the Trump administration is proposing a concrete mechanism to return the global critical minerals market to a healthier, more competitive state,” US Vice-President J.D. Vance said in his opening remarks at the inaugural Critical Minerals Ministerial. “[The US is creating] a preferential trade zone for critical minerals protected from external disruptions through enforceable price floors.” Advertisement Describing the plan as the “Forum on Resource Geostrategic Engagement”, or FORGE, Vance said the initiative would set “reference prices” for critical minerals at each stage of production and ensure “pricing that reflects real-world fair market value”. Vance suggested that China has, for years, dumped low-cost materials to weaken potential competitors, noting that prices would act as a floor and that adjustable tariffs would prevent companies from flooding markets with cheap minerals. 08:58 What are rare earths, and why is China’s dominance facing global pushback What are rare earths, and why is China’s dominance facing global pushback He implored the participants to join in the effort. “To those of you still on the fence, I say … let’s move together,” Vance said.
Earnings Call Insights: RenaissanceRe Holdings Ltd. (RNR) Q4 2025 Management View Kevin O'Donnell, President and CEO, emphasized, "The company we have built is fundamentally different from what it was just a few years ago. We are larger and significantly more diversified, geographically by line of business and by source of income, with much larger contributions from investment and fees." He highli...
Earnings Call Insights: RenaissanceRe Holdings Ltd. (RNR) Q4 2025 Management View Kevin O'Donnell, President and CEO, emphasized, "The company we have built is fundamentally different from what it was just a few years ago. We are larger and significantly more diversified, geographically by line of business and by source of income, with much larger contributions from investment and fees." He highlighted operating income of $1.9 billion, an operating ROE of 18%, and 30% growth in tangible book value per share plus accumulated dividends for the year. O'Donnell also noted, "We repurchased $650 million of our shares during the fourth quarter, 13% of our shares over the course of 2025 and 17% of our shares since the first quarter of 2024 when we began repurchasing post Validus." Strategic initiatives in 2025 included efficiency improvements, underwriting system upgrades, and a focus on leveraging artificial intelligence. O'Donnell stated, "Property CAT rates for us were down low teen percentages. We found some opportunities to grow, which should keep top line premium in Property CAT down only mid-single digits, excluding the impact of reinstatement premiums." He added that the reinsurance portfolio for 2026 remains one of the company's best. Robert Qutub, EVP & CFO, reported, "In 2025, we demonstrated the efficacy of our strategy and the persistence of our earnings profile, delivering operating income of $1.9 billion, even with a $786 million net negative impact from margin." He highlighted fourth quarter operating earnings per share of $13.34 and an operating return on equity of 22%. Qutub noted, "Underwriting income was $669 million with a combined ratio of 71%, fee income was $102 million and retained investment income was $314 million." David Marra, EVP & Group Chief Underwriting Officer, commented, "Strong underwriting underpins the stability of our earnings because each of our 3 drivers of profit are ultimately fueled by our portfolio." He underscored the company’s ...
Richard Drury/DigitalVision via Getty Images High dividend yield is widely promoted as an exceptional metric for income investors, particularly retirees. This has been among the topics that have prompted me to write on Seeking Alpha. My initial intention was to somehow "save" the investment community from the illusion of big earnings by focusing on distribution yield rather than total return. A fe...
Richard Drury/DigitalVision via Getty Images High dividend yield is widely promoted as an exceptional metric for income investors, particularly retirees. This has been among the topics that have prompted me to write on Seeking Alpha. My initial intention was to somehow "save" the investment community from the illusion of big earnings by focusing on distribution yield rather than total return. A few years later, I'm clearly aware that any investor deserves their faith and their gurus. Confirmation bias and the illusion of knowledge are great enemies to all our endeavors. When we don't think, we can only dream. A 30% sustainable dividend yield is most likely unattainable by simply buying and holding. To illustrate what 30% means as a long-term sustainable return, I will assume an initial investment of $100,000: Author's Database Looking at this chart, I am not sure you have to be a retiree to like it. In 10 years, one's wealth would increase by 14 times, while in 20 years, it would increase by 190 times. How this works: You read an article that claims the yield is sustainable, you do no other research, you believe it, and all you have to do is wait. Unfortunately, it is not that easy. CEF CLO real numbers In the article, we will be comparing Oxford Lane Capital ( OXLC ) and Eagle Point Credit Compan y ( ECC ). These are the biggest names in the sector. They attract a lot of income investors, and we constantly trade them. Before presenting the data, we want to take the time to familiarize the reader with our recent work in these names, here and here : In the year 2025, we constantly held long positions in the fixed income of OXLC and/or ECC. To hedge credit risk, we were short these companies' common stock when they were trading at premiums. We also managed to pair trade the CLO CEFs several times. These account for more than 20% of our return in 2025. For those interested in our yearly report, you can find it here. OXLC and ECC by the numbers: Total Return on NAV Tota...
March NY world sugar #11 (SBH26) on Wednesday closed down -0.19 (-1.30%), and March London ICE white sugar #5 (SWH26) closed down -5.80 (-1.39%). Sugar prices were under pressure on Wednesday amid the outlook for global sugar surpluses to persist. Analysts from sugar trader Czarnikow said today they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in ...
March NY world sugar #11 (SBH26) on Wednesday closed down -0.19 (-1.30%), and March London ICE white sugar #5 (SWH26) closed down -5.80 (-1.39%). Sugar prices were under pressure on Wednesday amid the outlook for global sugar surpluses to persist. Analysts from sugar trader Czarnikow said today they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Don’t Miss a Day: On Monday, NY sugar fell to a 2.5-month low, and London sugar dropped to a 5-year low, as the outlook for global sugar surpluses and higher global production has hammered prices. Last Thursday, Green Pool Commodity Specialists said that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Also, StoneX said last Friday it expects a global sugar surplus of 2.9 MMT in 2025/26. On January 21, Unica reported that Brazil's cumulative 2025-26 Center-South sugar output through December rose by +0.9% y/y to 40.222 MMT. Also, the ratio of cane crushed for sugar rose to 50.82% in 2025/36 from 48.16% in 2024/25. The India Sugar Mill Association (ISMA) reported January 19 that India's 2025-26 sugar output from Oct 1-Jan 15 is up +22% y/y to 15.9 MMT. The ISMA on November 11 raised its 2025/26 India sugar production estimate to 31 MMT from an earlier forecast of 30 MMT, up +18.8% y/y. The ISMA also cut its estimate for sugar used for ethanol production in India to 3.4 MMT from a July forecast of 5 MMT, which may allow India to boost its sugar exports. India is the world's second-largest sugar producer. Sugar prices have been weighed down amid prospects of higher sugar exports from India, after India's food secretary said the government may permit additional sugar exports to reduce a domestic supply glut. In November, India's food ministry said it would allow mills to export 1.5 MMT of sugar in the 2025/26 season. India introduced a quota system for sugar exports in 2022/23 after late rain reduced production and limited d...
March ICE NY cocoa (CCH26) on Wednesday closed down -214 (-4.98%), and March ICE London cocoa #7 (CAH26) closed down -115 (-3.72%). Cocoa prices settled sharply lower on Wednesday but remained above last Friday's significant lows. Last Friday, NY cocoa dropped to a 2.25-year nearest-futures low, and London cocoa sank to a 2.5-year low, as abundant global supplies and slack demand weigh on cocoa pr...
March ICE NY cocoa (CCH26) on Wednesday closed down -214 (-4.98%), and March ICE London cocoa #7 (CAH26) closed down -115 (-3.72%). Cocoa prices settled sharply lower on Wednesday but remained above last Friday's significant lows. Last Friday, NY cocoa dropped to a 2.25-year nearest-futures low, and London cocoa sank to a 2.5-year low, as abundant global supplies and slack demand weigh on cocoa prices. StoneX last Thursday forecasted a global cocoa surplus of 287,000 MT in the 2025/26 season and a 267,000 MT surplus for 2026/27. Also, the International Cocoa Organization (ICCO) reported on January 23 that global cocoa stocks rose 4.2% y/y to 1.1 MMT. Don’t Miss a Day: Demand concerns have hammered cocoa prices as consumers continue to balk at the high price of chocolate. Last Wednesday, Barry Callebaut AG, the world's largest bulk chocolate maker, reported a -22% decline in sales volume in its cocoa division for the quarter ending November 30, citing "negative market demand and a prioritization of volume toward higher-return segments within cocoa." Grinding reports also showed weak demand. On January 15, the European Cocoa Association reported that Q4 European cocoa grindings fell -8.3% y/y to 304,470 MT, a bigger decline than expectations of -2.9% y/y and the lowest for a Q4 in 12 years. On December 16, the Cocoa Association of Asia reported that Q4 Asian cocoa grindings fell -4.8% y/y to 197,022 MT. Also, the National Confectioners Association reported Q4 North American cocoa grindings rose only +0.3% y/y to 103,117 MT. Since posting a 10.5-month low of 1,626,105 bags on December 26, ICE-monitored cocoa inventories held in US ports have rebounded, a bearish factor for prices. ICE cocoa inventories climbed to a 2.75-month high of 1,793,547 bags on Wednesday. Slowing cocoa deliveries to ports in the Ivory Coast is a supportive factor for prices. Monday's cumulative data showed that Ivory Coast farmers shipped 1.23 MMT of cocoa to ports in the current marketing year ...
Omega Healthcare Investors press release ( OHI ): Q4 FFO of $0.80 beats by $0.02 . Revenue of $319.2M (+14.3% Y/Y) beats by $51.19M . The Company expects its 2026 Adjusted FFO to be between $3.15 and $3.25 per diluted share vs $3.18 consensus More on Omega Healthcare Investors Omega Healthcare Investors: Why This Could Become My Favorite REIT From Optionality To Certainty: Why Omega Healthcare Bea...
Omega Healthcare Investors press release ( OHI ): Q4 FFO of $0.80 beats by $0.02 . Revenue of $319.2M (+14.3% Y/Y) beats by $51.19M . The Company expects its 2026 Adjusted FFO to be between $3.15 and $3.25 per diluted share vs $3.18 consensus More on Omega Healthcare Investors Omega Healthcare Investors: Why This Could Become My Favorite REIT From Optionality To Certainty: Why Omega Healthcare Beats Medical Properties Today Omega Healthcare Q4 earnings preview: What to expect Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more Seeking Alpha’s Quant Rating on Omega Healthcare Investors