Heidelberg Materials press release ( HDLMY ): FY GAAP EPS of €10.92. Non-GAAP EPS of €12.41 Revenue of €21.46B (+1.5% Y/Y). For the 2026 financial year, Heidelberg Materials expects the result from current operations (RCO) to be between €3.40 billion and €3.75 billion. ROIC is expected to be above 10%. The Managing Board anticipates a further slight reduction in specific net CO₂ emissions. More on...
Heidelberg Materials press release ( HDLMY ): FY GAAP EPS of €10.92. Non-GAAP EPS of €12.41 Revenue of €21.46B (+1.5% Y/Y). For the 2026 financial year, Heidelberg Materials expects the result from current operations (RCO) to be between €3.40 billion and €3.75 billion. ROIC is expected to be above 10%. The Managing Board anticipates a further slight reduction in specific net CO₂ emissions. More on Heidelberg Materials Key deals this week: Zscaler, Eldorado Gold, Henkel, and more Heidelberg Materials to buy Maas Group unit in deal valued at up to $1.2B Seeking Alpha’s Quant Rating on HeidelbergCement Historical earnings data for HeidelbergCement Dividend scorecard for HeidelbergCement
Inter Parfums ( IPAR ) declares $0.80/share quarterly dividend , in line with previous. Forward yield 3.11% Payable March 31; for shareholders of record March 16; ex-div March 16. The company has now announced a dividend of $0.80 for five consecutive quarters. See IPAR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Inter Parfums Interparfums: Capital-Light Model Positions Stock For Gr...
Inter Parfums ( IPAR ) declares $0.80/share quarterly dividend , in line with previous. Forward yield 3.11% Payable March 31; for shareholders of record March 16; ex-div March 16. The company has now announced a dividend of $0.80 for five consecutive quarters. See IPAR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Inter Parfums Interparfums: Capital-Light Model Positions Stock For Growth Despite Near-Term Headwinds Inter Parfums GAAP EPS of $0.88 beats by $0.09, revenue of $386.18M beats by $13.95M Inter Parfums Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Inter Parfums Historical earnings data for Inter Parfums
PLDT Inc. plans to list its financial-technology unit Maya both in the US and in the Philippines, with the public offer overseas possible this year, according to the Philippine telecommunication company’s top executive. Maya’s foreign shareholders want the payment platform and digital bank operator to be listed in the US, PLDT Chairman and Chief Executive Officer Manuel Pangilinan told reporters o...
PLDT Inc. plans to list its financial-technology unit Maya both in the US and in the Philippines, with the public offer overseas possible this year, according to the Philippine telecommunication company’s top executive. Maya’s foreign shareholders want the payment platform and digital bank operator to be listed in the US, PLDT Chairman and Chief Executive Officer Manuel Pangilinan told reporters on Wednesday. “But we’re insisting on dual listing, here on PSE,” he added, referring to the Philippine Stock Exchange. A US listing will likely come first, possibly this year, he said. “That’s a deeper market to raise money for this type of business,” he said. Bloomberg News reported last week that Maya is considering a US initial public offering that may raise $500 million to $1 billion and could happen this year. Pangilinan on Wednesday said Maya has not determined the size of the potential IPO. Read More: Philippine Fintech Maya Is Said to Weigh Up to $1 Billion US IPO Maya counts private equity firm KKR & Co. , Chinese technology giant Tencent Holdings Ltd. and the World Bank’s International Finance Corp. as its key foreign backers. An IPO would allow KKR, which first invested in Maya in 2018, to exit and Pangilinan said last year that PLDT is keen on acquiring KKR’s stake. Maya’s plan to go public could raise fresh capital for the fintech firm and allow existing shareholders to sell their shares. PLDT and parent First Pacific Co. Ltd. , which collectively own nearly 40% of Maya, won’t sell, according to Pangilinan. “We want preemptive rights to the new share issue to maintain our stake,” he said. “We’re prepared to subscribe to the untaken portion of the primary (offer). While it lags rival GCash in terms of revenue, Maya’s contribution to parent PLDT’s earnings has been increasing. GCash is said to be aiming for an IPO in Manila in the second half of this year, Bloomberg News reported previously, citing people with knowledge of the matter.
An offshore wind farm in Nysted, Denmark. Photo: Xinhua Artificial intelligence is promised to transform everything from medicine to climate modeling, yet it is currently colliding with an unexpected, physical wall: our aging electricity systems. Across Europe, the rapid expansion of data-intensive computing is driving power demand to levels that existing grids were simply never built to handle. W...
An offshore wind farm in Nysted, Denmark. Photo: Xinhua Artificial intelligence is promised to transform everything from medicine to climate modeling, yet it is currently colliding with an unexpected, physical wall: our aging electricity systems. Across Europe, the rapid expansion of data-intensive computing is driving power demand to levels that existing grids were simply never built to handle. While we have the clean energy to power this revolution, we lack the “wires” to move it to the right place at the right time.
Federal agents are accused of using dangerous driving tactics during immigration enforcement. Their vehicle pursuits have been blamed for crashes and at least one death. (Image credit: Sergio Martínez-Beltrán)
Federal agents are accused of using dangerous driving tactics during immigration enforcement. Their vehicle pursuits have been blamed for crashes and at least one death. (Image credit: Sergio Martínez-Beltrán)
New Mountain Finance ( NMFC ) declares $0.32/share quarterly dividend , in line with previous. Forward yield 15.69% Payable March 31; for shareholders of record March 17; ex-div March 17. The company has now announced a dividend of $0.32 for five consecutive quarters. See NMFC Dividend Scorecard, Yield Chart, & Dividend Growth. More on New Mountain Finance New Mountain Finance: Baby Bonds Offer At...
New Mountain Finance ( NMFC ) declares $0.32/share quarterly dividend , in line with previous. Forward yield 15.69% Payable March 31; for shareholders of record March 17; ex-div March 17. The company has now announced a dividend of $0.32 for five consecutive quarters. See NMFC Dividend Scorecard, Yield Chart, & Dividend Growth. More on New Mountain Finance New Mountain Finance: Baby Bonds Offer Attractive High-Yield Income Solution CEF CLO Vs. BDC Battle Part 1: Oxford Lane Capital Vs. New Mountain Financial New Mountain Finance: NAV Continues To Slide Through Q3 (Rating Downgrade) New Mountain sells $477M in assets at 94% value as private credit worries mount Seeking Alpha’s Quant Rating on New Mountain Finance
Saudi Arabia’s biggest oil shipper provisionally hired at least five supertankers, adding to demand for the giant ships at a time when their booking costs are soaring. Two of the hires by Bahri, as the National Shipping Co. of Saudi Arabia is known, were reported on a booking-tracker run by Tankers International. Two more were listed in fixture reports from brokers and a fifth was confirmed by a p...
Saudi Arabia’s biggest oil shipper provisionally hired at least five supertankers, adding to demand for the giant ships at a time when their booking costs are soaring. Two of the hires by Bahri, as the National Shipping Co. of Saudi Arabia is known, were reported on a booking-tracker run by Tankers International. Two more were listed in fixture reports from brokers and a fifth was confirmed by a person with direct knowledge of the deal. The five very large crude carriers are expected to transport barrels from the region to Asia in the coming weeks, according to the fixtures. The oil market watches Bahri’s activities closely for clues on Saudi flows. Shipping companies normally only hire in extra vessels if they don’t have enough to transport their own cargoes. The country recently started a big new gas project that could ultimately free oil for exports — and there are signs that the country’s shipments are indeed rising. Bahri didn’t immediately respond to a request for comment. The bookings come as benchmark supertanker earnings rise to the highest level in years, buoyed by a South Korean owner snapping up tankers. Rates are also climbing as traders fret about potential conflict between the US and Iran, which risks impacting oil flows through the Strait of Hormuz, a chokepoint through which about a fifth of the world’s oil travels. The cost of hauling two million barrels of crude from the Middle East to China on Tuesday approached $200,000 a day for the first time since 2020, according to data from the Baltic Exchange in London. One of the ships Bahri chartered, DHT Jaguar , was booked at the equivalent of $208,000 a day, Tankers International data show. Bahri hasn’t chartered this many ships in almost six months, according to fixture data compiled by Bloomberg. Saudi Arabia plans to ship roughly 8 million barrels of additional crude to China next month after cutting its prices to the lowest level in five years. It also recently sold oil from its massive Jafurah na...
Tashi-Delek/E+ via Getty Images Metallus ( MTUS ) is gaining momentum for growth in 2026 as price negotiations for the year may provide tailwinds along with higher expected volumes as new production comes online. With growing demand for munitions by the DoD, Metallus will be well positioned once its Continuous Bloom Reheat Furnace ramps up production. Despite the optimistic outlook, the market had...
Tashi-Delek/E+ via Getty Images Metallus ( MTUS ) is gaining momentum for growth in 2026 as price negotiations for the year may provide tailwinds along with higher expected volumes as new production comes online. With growing demand for munitions by the DoD, Metallus will be well positioned once its Continuous Bloom Reheat Furnace ramps up production. Despite the optimistic outlook, the market had a negative reaction to Metallus’ q4’25 earnings release, sending shares down roughly -16%. Given the strong market opportunity at hand, I am upgrading MTUS shares to a Strong Buy with a price target of $32/share at 7.73x eFY27 EV/aEBITDA. Metallus Operational Update Corporate Filings Metallus closed Q4’25 with mixed results, with a 14% increase in total volumes shipped paired with pricing pressure across the automotive and aerospace & defense markets. Despite the offsetting price/volume dynamics, the market demand recovery was supportive of revenue growth across all segments excluding energy. Accordingly, demand remains strong for Metallus with lead times for bars extending through eq2’26 and seamless mechanical tubing through eq3’26. In addition to this, Metallus has complete its annual pricing negotiations going into Q4’25 reporting, guiding incremental price increases for its steel products. Corporate Filings From a macroeconomic perspective, the January ISM-PMI Manufacturing Index print was supportive of an improving market for Metallus. Accordingly, customers’ inventories were reported to substantially contract in the month while their backlog of orders expanded at a strong rate. According to the report, steel products were in short supply with improving prices for steel. Management confirmed this presumption in the Q4’25 earnings call with a positive outlook for the industrials market, suggesting that both pricing and volumes may increase throughout FY26. This, in part, is underpinned by supply chain disruptions and dwindling inventory levels, two appealing mechanism...
Rooftop solar installers are steering customers toward leases instead of purchases. Federal tax credits for purchased systems have ended but are still available for leased ones. (Image credit: Jeff Brady)
Rooftop solar installers are steering customers toward leases instead of purchases. Federal tax credits for purchased systems have ended but are still available for leased ones. (Image credit: Jeff Brady)