Svitlana Hulko/iStock via Getty Images Shares of TransDigm Group ( TDG ) rose as much as 5.6% Tuesday after the aerospace supplier pre-announced stronger-than-expected fiscal second-quarter results, prompting a positive reaction from analysts. In a research note, Matt Akers of BNP Paribas said the early figures point to “solid” underlying performance, reinforcing expectations for continued growth ...
Svitlana Hulko/iStock via Getty Images Shares of TransDigm Group ( TDG ) rose as much as 5.6% Tuesday after the aerospace supplier pre-announced stronger-than-expected fiscal second-quarter results, prompting a positive reaction from analysts. In a research note, Matt Akers of BNP Paribas said the early figures point to “solid” underlying performance, reinforcing expectations for continued growth across the company’s key segments. Preliminary numbers TransDigm ( TDG ) said it expects revenue of about $2.54 billion to $2.545 billion for the quarter, ahead of both BNP Paribas estimates of $2.445 billion and broader Wall Street expectations near $2.417 billion. The company also forecast earnings before interest, taxes, depreciation and amortization of roughly $1.33 billion to $1.335 billion, exceeding both the firm’s estimate and consensus projections. Akers noted that the stronger profitability, combined with share repurchase activity during the quarter, could translate into higher earnings per share than previously modeled. Capital activity in focus The preliminary results were disclosed alongside a proposed $1.25 billion debt transaction tied to an acquisition and roughly $800 million in share buybacks completed during the quarter. The analyst said those buybacks were not previously incorporated into forecasts, suggesting potential upside to earnings estimates once full results are released. Growth signals across segments While the company didn't provide detailed commentary on business trends, Akers said the performance likely reflects steady demand across its end markets. BNP Paribas had been projecting about 10% overall growth for the quarter, including similar gains in aftermarket sales, stronger growth in original equipment and mid-single-digit expansion in defense. The update may also bode well for other aerospace suppliers, particularly those with exposure to the aftermarket, which has been supported by high aircraft utilization and maintenance demand. Outlook...
Shares of small modular (nuclear) power reactor-builder NuScale Power (NYSE: SMR) stock jumped 7.7% through noon ET on Tuesday -- not in reaction to anything NuScale did in particular. Instead, shares of this nuclear power stock appear to be reacting to some positive news overseas. Image source: Getty Images. Continue reading
Shares of small modular (nuclear) power reactor-builder NuScale Power (NYSE: SMR) stock jumped 7.7% through noon ET on Tuesday -- not in reaction to anything NuScale did in particular. Instead, shares of this nuclear power stock appear to be reacting to some positive news overseas. Image source: Getty Images. Continue reading
YieldMax S&P 500 0DTE Covered Call ETF ( SDTY ) announces weekly distribution of $0.2750, 5.08% higher from the prior week's distribution of $0.2617. The annual distribution rate is 34.60%, with an SEC yield of 0.00%. The return of capital is 100.00%. Payable April 16; for shareholders of record April 15; ex-div April 15. Source: Press Release More on YieldMax® S&P 500 0DTE Covered Call ETF Seekin...
YieldMax S&P 500 0DTE Covered Call ETF ( SDTY ) announces weekly distribution of $0.2750, 5.08% higher from the prior week's distribution of $0.2617. The annual distribution rate is 34.60%, with an SEC yield of 0.00%. The return of capital is 100.00%. Payable April 16; for shareholders of record April 15; ex-div April 15. Source: Press Release More on YieldMax® S&P 500 0DTE Covered Call ETF Seeking Alpha’s Quant Rating on YieldMax® S&P 500 0DTE Covered Call ETF Dividend scorecard for YieldMax® S&P 500 0DTE Covered Call ETF
(RTTNews) - The Boeing Company (BA), Tuesday announced major program deliveries across its commercial and defense operations for the first quarter of 2026.
(RTTNews) - The Boeing Company (BA), Tuesday announced major program deliveries across its commercial and defense operations for the first quarter of 2026.
RBC Wealth Management Head of Fixed Income for UK and Europe Rufaro Chiriseri gives her outlook for inflation expectations, what to expect from the ECB and BOE in an interview with Joumanna Bercetche. (Source: Bloomberg)
RBC Wealth Management Head of Fixed Income for UK and Europe Rufaro Chiriseri gives her outlook for inflation expectations, what to expect from the ECB and BOE in an interview with Joumanna Bercetche. (Source: Bloomberg)
Recent losses on loans in relatively unregulated sector are not a systemic risk to financial sector, says JP Morgan boss The boss of JP Morgan, Wall Street’s biggest bank, said a downturn across the $3tn private credit market would not put financial stability at risk, adding that losses would have to be “very large” before the pain rippled out to major banks. Dimon played down the potential impact...
Recent losses on loans in relatively unregulated sector are not a systemic risk to financial sector, says JP Morgan boss The boss of JP Morgan, Wall Street’s biggest bank, said a downturn across the $3tn private credit market would not put financial stability at risk, adding that losses would have to be “very large” before the pain rippled out to major banks. Dimon played down the potential impact that a series of private credit loan defaults would have on the wider financial system, arguing that while there were some areas of of weakness, the unregulated industry did not pose a “systemic” risk. Continue reading...
Nigel Harris /iStock Editorial via Getty Images Investment Thesis In my previous article on EZCORP, Inc. ( EZPW ), I leaned hard into the gold and macro argument. I still think that piece holds. But this time, I would like to add something different and, in my view, more important. EZCORP is no longer just a pawn operator that is benefiting from a favorable backdrop. In fact, it is becoming a larg...
Nigel Harris /iStock Editorial via Getty Images Investment Thesis In my previous article on EZCORP, Inc. ( EZPW ), I leaned hard into the gold and macro argument. I still think that piece holds. But this time, I would like to add something different and, in my view, more important. EZCORP is no longer just a pawn operator that is benefiting from a favorable backdrop. In fact, it is becoming a larger, denser, and smarter pawn platform. And I do not think the market has fully caught up to that shift. The 1Q 2026 earnings report was already strong before I even factored in the January acquisitions . Revenue increased by 19% to $382Mn, while gross profit increased by 20% to $223Mn. On the other side, pawn loans outstanding increased by 14% to $314.4Mn, while adjusted EBITDA rose 36% to $70.3Mn. I also note that the company closed two deals that took the company to 1500 stores across 16 countries. What I underplayed in the last article was the compounding effect of scale. Back then, my case was mostly about bigger loans, stronger collateral values, and a helpful macro setup. Now, I believe that the market is still staring at the shiny object, literally gold, while the real upgrade sits underneath the hood. The CEO, Lachlan Given, said that SMG adds "immediate earnings accretion" and also provides "an exciting platform for future growth." Based on that, my takeaway is that EZCORP is improving its own economics through footprint, density, better underwriting, and more ways to source customers. And in my view, that is a stronger thesis than relying on one macro variable to do all the heavy lifting. Since my last coverage, the stock has appreciated more than 75% as of writing this. Seeking Alpha Business Overview EZCORP still does the basic thing at the counter. It serves consumers who are cash- and credit-constrained and makes non-recourse pawn loans. And sells pre-owned merchandise through its stores. But the reason I am reiterating a Strong Buy on EZPW is that this is not...
The iShares Expanded Tech-Software Sector ETF is set for its best two-day run since last April, led by heavyweights including Microsoft, Oracle, Palantir, Salesforce, and Palo Alto Networks.
The iShares Expanded Tech-Software Sector ETF is set for its best two-day run since last April, led by heavyweights including Microsoft, Oracle, Palantir, Salesforce, and Palo Alto Networks.