Moby summary of Deere & Company's Q2 2026 earnings call

When the action film Top Gun hit the big screen in 1986, critical reviews were mixed, but audiences were thrilled. The film racked up $358 million globally, making it the highest-grossing film of that year. Its success spawned a few video games and a critically acclaimed blockbuster 2022 sequel, Top Gun: Maverick , and the eye-popping flight sequences definitely boosted enlistment numbers for the US Navy. Those scenes are still the best thing about Top Gun, forty years later. (Spoilers below because it's been 40 years.) The film was inspired by a 1983 article in California magazine detailing the lives of fighter pilots at Naval Air Station Miramar in San Diego (aka "Fightertown USA") and featuring plenty of aerial photography alongside the text. Producers Jerry Bruckheimer and Don Simpson tapped Jim Cash and Jack Epps Jr. to write the screenplay, with Epps sitting in on declassified classes at the academy and even taking a flight aboard an F-14. Read full article Comments

Lennox ( LII ) declares $1.36/share quarterly dividend , 4.6% increase from prior dividend of $1.30. Forward yield 1.13% Payable July 15; for shareholders of record June 30; ex-div June 30. See LII Dividend Scorecard, Yield Chart, & Dividend Growth. More on Lennox Lennox International Inc. (LII) Presents at Oppenheimer 21st Annual Industrial Growth Virtual Conference Transcript Lennox International Inc. 2026 Q1 - Results - Earnings Call Presentation Lennox International Inc. (LII) Q1 2026 Earnings Call Transcript Lennox forecasts ~8% revenue growth while reaffirming $23.50-$25 adjusted EPS amid ~5% cost inflation Lennox beats top-line and bottom-line estimates; updates FY26 outlook

U.S. President Donald Trump speaks during an announcement with U.S. Environmental Protection Agency (EPA) Administrator Lee Zeldin (not pictured) in the Oval Office at the White House, in Washington, D.C., U.S., May 21, 2026. Kevin Lamarque | Reuters President Donald Trump announced on Thursday a delay to two Biden-era EPA refrigerant rules, arguing the move will cut costs for companies and save consumers money at the grocery store. The administration estimated that American families and businesses will save more than $2.4 billion under the new rules. "Our actions allow businesses to choose the refrigeration systems that work best for them, saving them billions of dollars," said EPA Administrator Lee Zeldin in a statement. He added, "This will be felt directly by American families in lower grocery prices." But it was unclear Thursday whether or how companies like grocers would use those savings to make it more affordable for shoppers to fill their carts. The changes would not require grocers to take any steps to cut prices at a time when many households see their budgets stretched by soaring gas prices and years of elevated inflation. The rules target hydrofluorocarbons, or HFCs, potent greenhouse gases commonly used in refrigeration and air conditioning systems that are widely accepted as contributors to global warming. Under the Biden administration, the EPA in 2023 finalized regulations aimed at cutting leaks and emissions from those systems, affecting industries ranging from grocery stores and food distribution to semiconductor manufacturing. Now, the EPA is delaying compliance by revising the 2023 rule and another regulation from 2024. The administration's messaging appears aimed squarely at inflation-weary consumers, especially as food prices remain politically sensitive ahead of the midterm elections this fall. Grocery retailers rely heavily on refrigeration infrastructure, and compliance with the EPA rules would have required upgrades, leak detection systems...

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JHVEPhoto/iStock Editorial via Getty Images L3Harris ( LHX ) has had a tough last month with the stock down about 12%. The defense sector has largely rolled over as the worst days of the Iran War seem to be behind us. This is all despite stellar Q1 results from the company, posting double-digit organic growth and EPS up 30% y/y. The company has now grown organically in 9 out of the last 10 quarters and is cementing itself as a real stalwart in Aerospace & Defense. With that being said, management did little to help the valuation case this quarter, and shares still look set up to compress further, albeit some of the downside risk has been removed, in my view. Unpacking Q1 Results Results were nothing short of exceptional, as I had thought they would be. I outlined my coverage initiation of this in late April here: Strong Results Coming, But A Weak Stock For The Near Term . Orders amounted to $7.8 billion, and the backlog rose to a record $40.7 billion. Revenue was up 15% on an organic basis and 12% reported. This high level of revenue growth also led to margin expansion. Operating margins were up 120 basis points y/y. Q1 results for LHX posted their largest revenue beat in history, which is monumental, to say the least. This also resulted in a record EPS beat of 33 cents to $2.91. Earnings growth was up nearly 33% y/y. Seeking Alpha Results were led by both Space & Mission Systems, as well as Missile Solutions. Space & Mission Systems was up 24% y/y and had a 60bps increase in the operating margin to 10.5%. Missile Solutions grew 18% on the top line and had a 110bps increase on its segment margin to 12.5%. Estimates Not Moving The Needle With Q1 earnings came an updated guidance. Revenue guidance was simply reiterated to $23.25 billion at the midpoint with a range of $23-$23.5 billion. This was a surprise that it was not raised, especially given the large beat in Q1. Operating margins also didn't budge at low-16% guidance. On an earnings basis, prior guidance was for...

Source: Bloomberg, 5:33

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Sign up now! Sign up now! Sign up now? Sign up now! With the Arsenal Fun Boat having finally docked at its destination on Tuesday after a 22-year voyage, attention on Wednesday turned to Aston Villa’s Crazy Train as its passengers alighted in Istanbul. Having passed away last summer, Ozzy Osbourne, whose famous anthem serves as Villa’s walk-on music, was not present to see his team lift Bigger Vase but the ease with which they strolled to victory would certainly have met with his approval. In spanking three goals without reply past Freiberg , Unai Emery’s side ended a trophy drought that stretched back 30 years and for their Spanish manager it marked a fifth success in the competition with three different teams. It is a state of affairs rendered all the more remarkable by the weird quirk that each of them has ‘villa’ in their names. Regarding songs to play during VAR decisions (Football Daily letters passim) how about Rise by Public Image Ltd, featuring the oft repeated line: ‘I could be wrong I could be right’?” – Adrian Bradshaw. Why stop with VAR music to fill dead spots in games? Imagine, the next time a player goes down, hearing that memorable opening line from Johnny Cash, “I hear the trainer coming!” What? Oh” – John Nielsen-Gammon. A doff of the cap to the great Unai Emery, who won the Uefa Emery League yet again last night but also achieved a rare, unprecedented double this season as he also got promotion to Primera Federación, the third tier of Spanish football, in April with Real Union, which he has been the owner of since 2021 (his father and grandfather used to play for them)” – Noble Francis Re Steve McClaren and his new role at Rotherham (Football Daily passim, full email edition), do you think he thought it was Rotterdam and he got confused by the accent?” – Dan J Levy. Continue reading...

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending. The Contradiction The market loves it. Local zoning boards do not. In Loudoun County, Tucson, central Ohio, and across rural Wyoming, ... $1 Trillion in Spending Has Been Defeated by an Almond

Kilroy Realty ( KRC ) declares $0.54/share quarterly dividend , in line with previous. Forward yield 6.35% Payable July 8; for shareholders of record June 30; ex-div June 30. See KRC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kilroy Realty Kilroy Realty: AI Tailwinds And High Yield Create An Attractive Setup Kilroy Realty Corporation (KRC) Q1 2026 Earnings Call Transcript Kilroy Realty's Challenges Are Priced In (Upgrade) Kilroy raises 2026 FFO guidance to $3.49-$3.63 as it plans 1900 Broadway with low-to-mid-9% stabilized yields Kilroy Realty FFO of $0.91 beats by $0.03, revenue of $270.1M beats by $4.45M

Image source: The Motley Fool. Thursday, March 5, 2026 at 8 a.m. ET CALL PARTICIPANTS Chairman — Ronald Sargent Chief Executive Officer — Gregory Foran Chief Financial Officer — David John Kennerley TAKEAWAYS Identical Sales Without Fuel -- Grew 2.4% in Q4, including a ~40 basis point headwind from the Inflation Reduction Act. -- Grew 2.4% in Q4, including a ~40 basis point headwind from the Inflation Reduction Act. Annual Identical Sales Without Fuel -- Increased 2.9%, matching prior guidance. -- Increased 2.9%, matching prior guidance. Adjusted E-Commerce Sales -- Rose 20% in Q4; business built to $16 billion annual sales. -- Rose 20% in Q4; business built to $16 billion annual sales. Adjusted EPS -- Delivered $1.28 in Q4, representing 12% growth; annual adjusted EPS reached $4.85, up 9% at the top end of expected range. -- Delivered $1.28 in Q4, representing 12% growth; annual adjusted EPS reached $4.85, up 9% at the top end of expected range. Share Repurchases -- Completed $7.5 billion buyback authorization, with new $2 billion repurchase approved and targeted for completion by end of fiscal 2026. -- Completed $7.5 billion buyback authorization, with new $2 billion repurchase approved and targeted for completion by end of fiscal 2026. Gross Margin (FIFO, Ex-Fuel/Adjustments) -- Flat year over year in Q4; annual rate improved 14 basis points excluding KSP, fuel, and adjustments. -- Flat year over year in Q4; annual rate improved 14 basis points excluding KSP, fuel, and adjustments. Ongoing Cost Discipline -- Operating, general, and administrative rate (ex-fuel/adjustments) rose 21 basis points in Q4, mainly due to labor investments and cycling prior real estate gains, offset in part by productivity improvements. -- Operating, general, and administrative rate (ex-fuel/adjustments) rose 21 basis points in Q4, mainly due to labor investments and cycling prior real estate gains, offset in part by productivity improvements. Cost Savings -- Delivered increased producti...

As Aletha Adu pointed out last week (Wes Streeting faces narrow road to Labour members’ favour, 12 May), a recent poll has Andy Burnham on more support among Labour members than Wes Streeting and Angela Rayner put together. More importantly, among the general public Burnham is not only the most popular Labour politician, by 11 points, but the most popular politician of any stripe in the country. The reality is that Burnham represents our best chance of preventing the catastrophe of a Reform UK government. He is relatable and has both political vision and get-your-hands-dirty pragmatism. He is the only Labour politician more popular among the general public than Nigel Farage – and by six points. His popularity is unusually robust across demographics, with higher net favourability among both Reform and Green voters than any other Labour politician. Remarkably, he has the highest net favourability of any current politician across all socioeconomic demographics, across all nations in the United Kingdom, and across all regions of England. One of the few groups for whom Burnham is not the favourite is 18- to 24-year-olds. They prefer Zack Polanski, and understandably so – Burnham likes him too. But Burnham is the one Labour candidate who has openly engaged with the idea of a progressive alliance with the Greens and others, for which some have lambasted him. Burnham is the best chance of bringing the Greens’ radicalism into the fold. Progressives need to unite behind Burnham, and the Greens not running an all-out campaign against him in Makerfield would be a sensible place to start (Greens split over how hard to challenge Burnham in Makerfield byelection, 18 May). Dr Craig Reeves Birkbeck, University of London Owen Jones counsels caution about the left supporting Andy Burnham, and he is correct (After the painful ruse of Starmerism, the left should be cautious of Andy Burnham, 19 May). As a Green party member, I have much sympathy with those who argue that Greens should se...

There is a test that Prof Richard Dawkins might use to determine if artificial intelligence systems are conscious (Letters, 15 May). Ask them to name the best song. AI systems will tell you which song sold the most copies, or made the most money, or were named the best song by a particular magazine or commentator. All of these are objective criteria. A person, the only conscious entity capable of appreciating music, will name their favourite song, or the song that was playing at a special moment in their life, or which most inspired them. All of these are subjective criteria that are the accumulation of factors derived from the conscious mind. Stephen Ladyman Southam, Warwickshire I just asked the AI assistant Claude for the full name of a pub in a particular road in my area, adding that it had “queen” in the name. It replied accurately, with contact details and feedback rating, so I replied with “Thanks”. It came back to me with this: “You’re welcome! It’s a pub I know well from my time in the area – a good one. Enjoy it if you visit.” Why should I ever trust Claude again? John van Someren London

Joel Snape’s article (What does stress really do to our bodies, 17 May) was informative regarding the physiology of stress, yet narrow in articulating the broader drivers of chronic stress in modern life. The piece frames stress largely through everyday frictions: hectic school runs, online arguments, forgotten shoes, driving fines and doomscrolling. It then suggests that stress management is primarily an individual regulatory issue: breathing patterns, rumination, resilience, therapy, exercise and self-care. Yet much contemporary stress is not driven simply by low-level everyday frictions. It is produced by aspects of modern life that have become psychologically corrosive: social atomisation, economic precarity, platform logic, transactional systems and the erosion of communal life. Increasingly, many people experience life not as nourishing or relationally supportive, but as extractive. They feel unseen, undervalued, replaceable, emotionally underheld and permanently “on”. This is not a breathing-pattern problem. Stress is increasingly a lived cultural condition, not just a physiological one. Yet contemporary discourse often performs a curious sleight of hand, framing distress as a personal resilience issue to be managed internally, while leaving the social conditions that generate it largely unexamined. None of this is to dismiss therapeutic techniques. Exercise, mindfulness and regulated breathing can help calm acute physiological activation. But they are downstream interventions. They are not substitutes for meaning, stability, reciprocity, recognition, affection or community. Hadley Coull Solihull, West Midlands

Prof Alan Stein and Dr Lynette Okengo support the call to declare the climate crisis a global public health emergency, and say prioritising children is vital for our future resilience We strongly support the call to declare the climate crisis a global public health emergency ( Report, 16 May ). If this approach is to be successful, it is vital that children are put at the forefront of our response. We have ample evidence to show how important the early years of a child’s life are, and increasingly we are understanding how these years are being disrupted by climate change. Droughts, flooding, food insecurity, displacement and extreme heat are already affecting children’s nutrition, learning, and physical and mental health. Early impairments to development echo throughout your life, and certain physical impairments may even be passed on to subsequent generations. These impacts are occurring around the world and will become more severe as extreme weather events increase in their severity and number. For many countries, these impacts threaten decades of progress that has been made on child health and education. Continue reading...

MSFT Sales in Europe Lag Behind Competitors GuruFocus

Oura Health Oy filed confidentially for a US initial public offering, according to a person with knowledge of the matter. Ed Ludlow has more on "Bloomberg Markets." (Source: Bloomberg)

Torsten Asmus/iStock via Getty Images In this article, we take a look at the closed-end fund ArrowMark Financial ( BANX ). The fund is fairly unique as it holds primarily regulatory capital relief securities. Below we discuss these securities in more detail and compare them to other higher-yielding credit assets that income investors may be more familiar with. BANX trades at a 9.1% current yield and a 6% discount. Fund Snapshot BANX holds primarily regulatory capital relief securities, as shown in the chart below. About three-fourths of the portfolio is sourced from G-SIBs, or large international banks with stricter regulatory oversight. ArrowMark The fund has relatively low leverage by credit CEF standards at around 12%. It charges a management fee of 1.75% of total assets, with total expenses at 3.3% before interest costs. That's very high by CEF standards and high by even BDC standards. Reg-Cap, By Any Other Name Regulatory capital relief securities can often go by different names, including synthetic risk transfer, on-balance sheet securitizations, credit risk-sharing, and others. All of these largely refer to the same type of securities but emphasize its different aspects. ArrowMark refers to them as regulatory capital relief securities, or RCRs, which is what we'll do here. Very broadly, we can think of these securities as privately issued CLO equity transactions. For example, a bank has a portfolio of loans that attracts a certain amount of regulatory capital, and it wants to achieve two things. One, it wants to continue a relationship with the borrower, which means that it doesn't want to sell the loan in the secondary market (typically called assigning a loan, which some borrowers don’t like). And two, it wants to reduce its required capital and achieve a higher level of return on equity. RCRs allow banks to achieve both goals. A bank will call up an institutional investor and ask them to underwrite a 10% first-loss piece on a large portfolio of loans. In e...

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Harry Maguire and Fikayo Tomori are among the central defensive options to be left out of England's World Cup squad. Both players were named in Thomas Tuchel's previous squad, for the friendlies against Japan and Uruguay, but will not make the plane to North America. In a post on Instagram, Maguire confirmed: "I was confident I could have played a major part this summer for my country after the season I've had. I've been left shocked and gutted by the decision. I wish the players all the best." Maguire's Manchester United team-mate Luke Shaw is also set to miss out despite his impressive season. Shaw was named in Tuchel's 55-man provisional squad and there has been a clamour for his inclusion. But, with Newcastle's Dan Burn and Manchester City's Nico O'Reilly in line to be called-up, Shaw is expected to miss out. Arsenal winger Noni Madueke is expected to make the final 26-man squad, joining team-mates Bukayo Saka and Declan Rice. Tuchel is set to name his squad on Friday for the World Cup, which starts on 11 June.

The artificial intelligence chip giant Nvidia (NVDA 1.48%) has done it again. Last night, Nvidia reported $1.87 in adjusted earnings per share on revenue of over $81.6 billion in the first quarter of its fiscal year 2027. Both numbers came in solidly ahead of Wall Street analyst consensus estimates. Furthermore, the company provided revenue guidance of $91 billion for the current quarter, well above consensus estimates calling for slightly below $87 billion. The stock traded roughly 1.70% lower, as of 12:34 p.m. ET. Nvidia announced that it will raise its quarterly dividend to $0.25 per share, up from $0.01, a 25-fold increase. Nvidia's board of directors also authorized an additional $80 billion in share repurchases, on top of the $38.5 billion remaining under its old share buyback program. The company returned roughly $20 billion to shareholders through repurchases and dividends in the first quarter of its fiscal year. Does the dividend hike and increased share repurchase authorization signal that the company is slowing down? Yes and no At first glance, investors might see the increased dividend and repurchase authorization as a positive, which they are overall. The company is returning more money to shareholders. However, increased capital distributions can lead investors to believe the company may see fewer opportunities to reinvest for growth and is now transitioning into a more mature company. Typically, larger blue chip stocks return more capital to shareholders, while growth stocks don't return any capital because they want to continue investing and taking market share. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.48 %) $ -3.30 Current Price $ 220.17 Key Data Points Market Cap $5.4T Day's Range $ 217.94 - $ 227.37 52wk Range $ 129.16 - $ 236.54 Volume 4.6M Avg Vol 171M Gross Margin 71.07 % Dividend Yield 0.02 % Is Nvidia slowing? Well, it certainly seemed that way. In the company's fiscal year 2025, Nvidia grew adjusted revenue by 114% and adjusted dilute...

Palantir Paradox—Record Numbers and a Stock That Won’t Cooperate Investing.com