欧洲股市收盘普跌 2026-05-26 23:30:46 来源： 同花顺7x24快讯 分享 文章提及标的 德国法兰克福DAX指数 -- 伦敦金融时报100指数 -- 法国巴黎CAC40指数 -- 富时100 -- 意大利MIB指数 --

As the first quarter earnings draws to a close, investors are focusing on updated quant ratings for firms for cues on their investments. Seeking Alpha’s quant ratings awards grades based on quantitative measures, like valuation, earnings growth, and recent stock performance. The highest possible score for any individual company is a 5. Below is a snapshot of small-cap consumer staple companies with market capitalizations between $300M to $2B, highlighting the highest- and lowest-rated stocks by quant score following earnings season, and showcasing which companies improved their fundamentals versus those that underperformed. Top-quant rated stocks: Adecoagro ( AGRO ); Quant Rating: 4.75, Strong Buy John B. Sanfilippo & Son ( JBSS ); Quant Rating: 4.26, Buy Nature's Sunshine Products ( NATR ); Quant Rating: 4.17, Buy Herbalife ( HLF ); Quant Rating: 3.54, Buy The Honest Company ( HNST ); Quant Rating: 3.53, Buy Bottom quant rated stocks: Oddity Tech ( ODD ); Quant Rating: 1.03, Strong Sell Vital Farms ( VITL ); Quant Rating: 1.04, Strong Sell BellRing Brands ( BRBR ); Quant Rating: 1.05, Strong Sell Grocery Outlet Holding ( GO ); Quant Rating: 1.16, Strong Sell The Simply Good Foods Company ( SMPL ); Quant Rating: 1.17, Strong Sell More on Grocery Outlet, Herbalife, etc. Grocery Outlet Holding: Reiterate Sell Rating Given No Signs Of Strong Recovery Yet Adecoagro S.A. 2026 Q1 - Results - Earnings Call Presentation Oddity: Best To Wait For Definitive Clarity On CPA Headwinds Russell Microcap Index to add consumer discretionary names GoPro, Chegg, Dave & Buster’s GoPro, SES AI among consumer discretionary stocks to join the Russell 3000; Faraday Future, Travelzoo to exit

JHVEPhoto Mondelez International ( MDLZ ) announced on Tuesday that the Oreo brand is launching Limited Edition Oreo & BTS Cookies as part of a new global collaboration with K-pop supergroup BTS. The cookie collab will feature a brown sugar pancake–inspired flavor that gives a nod to the Korean street food hotteok. The Oreo product will be available in more than 80 markets for a limited time, starting with an online presale on June 1 and in stores on June 8. The cookies use purple golden wafers, echoing BTS’s signature color, and a multi-layer crème meant to capture the warm, caramelized brown sugar and pancake notes of hotteok. Each pack includes 13 unique cookie embossments designed by BTS to mark the band’s 13th anniversary, including member names, a BTS light stick, and three Oreo designs that combine to reveal a hidden message for fans. BTS is a seven-member South Korean boy band that debuted in 2013 and has since become one of the world’s most influential pop acts. Known for self-produced music, high-energy performances, and an in-depth relationship with their fanbase, the group has broken multiple global records and earned multiple Grammy nominations. The Seeking Alpha Quant Rating on MDL recently turned to Buy from Hold. The food stock also has a consensus Buy rating with Seeking Alpha analysts and Wall Street analysts. More on Mondelēz Mondelez: Profitability Normalization Creates A Major Opportunity (Rating Upgrade) Mondelez International, Inc. (MDLZ) Q1 2026 Earnings Call Transcript Mondelez International, Inc. 2026 Q1 - Results - Earnings Call Presentation U.S. struggles to define ‘ultraprocessed foods’ as Kennedy pushes crackdown Earnings scoreboard: 11 of 12 consumer staple names beat earnings estimates this week

Key Points The U.S. Department of Energy may allocate plutonium fuel to Oklo for its reactors. Oklo is partnering with Europe's newcleo to build plutonium-fueled nuclear reactors. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) stock soared 7.5% through 10:45 a.m. ET Tuesday morning after announcing the U.S. Department of Energy (DOE) has chosen it -- and four other nuclear power companies -- to negotiate for the right to participate in the Department's Surplus Plutonium Utilization Program. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What is the Surplus Plutonium Utilization Program? Most nuclear reactors run on uranium fuel, which, as it decays, can transform into plutonium-239 (which fissions to produce heat), unless it absorbs another neutron to form plutonium-240 (which doesn't fission as easily) or another neutron to form plutonium-241 (which does)! The even-numbered isotopes that don't decay as easily accumulate over time, and can eventually end up as "spent" nuclear fuel, but even this fuel can be recycled into something a nuclear fast reactor can use as fuel. It's this fuel that Oklo would receive if it joins the program. What's next for Oklo If chosen, Oklo would partner with "newcleo," a European developer of advanced nuclear reactors, to help build its own reactors fueled with plutonium. This would "solve" several problems at once: First, by reducing "nuclear waste," second, by creating electricity to help fuel the artificial intelligence revolution, and third, by giving Oklo another source of fuel for its reactors. As Oklo CEO Jacob DeWitte confides, "fuel supply constraints are a key throttle to advanced reactor development," but "this program creates a pathway to use existing surplus material as bridge fuel for advanced reactors to bring more reactors online sooner." Admi...

The war in Iran commenced on Feb. 28, meaning March 2 was the first trading day on which investors could express their views on the conflict. Over the next three weeks, the S&P 500 dipped 4.4%. Caterpillar (CAT +2.62%), the second-largest member of the Dow Jones Industrial Average, was worse for wear, tumbling 6.7% over those three weeks. However, the industrial stock has since rebounded epically, gaining 9.9% for the month-long period ending May 22. That price action suggests Caterpillar is a buy, even if the war in Iran hasn't been officially resolved. But is it? Assuming the ceasefire holds, or the U.S. and Iran reach a deal to end the conflict, Caterpillar can retain the buy label and potentially position itself to make a run at the four-figure club. Maybe even as soon as next year. Maybe sooner. Let's examine what needs to go right for this stock to reach that rarefied air. Some moving pieces As it relates to the intersection of Caterpillar stock and the Iran war, there's at least one certainty: any renewed escalation of military action would likely weigh on the shares. The markets' initial reaction to the start of the war included punishment of cyclical stocks, of which Caterpillar is one, and materials stocks. That's relevant because the industrial machinery giant counts materials companies among its clients. Still, it's not a stretch to say Caterpillar's March weakness amid geopolitical volatility was more sentiment-driven than it was an indictment of the company's fundamentals. The company posted a 22% jump in first-quarter sales, which is impressive in its own right and even more so when considering that March is part of that quarter. The company also emerged from the quarter with a record backlog, indicating that customers continued to make purchases even as tensions flared in the Middle East. Caterpillar's top-line resilience in the face of geopolitical headlines is largely driven by its status as the industrial face of the artificial intelligence (AI) b...

The carrier will install SpaceX's satellite internet on Airbus jets starting early next year, joining United, Southwest, and Alaska Airlines

Investing.com -- Bank of America has raised its price target on Apple to $380 per share from $330, arguing that the shift toward agentic artificial intelligence could unlock a significant new revenue opportunity for the iPhone maker and drive the next meaningful re-rating of the stock. In a note from analyst Wamsi Mohan, BofA said that in an agentic world, "value accrues to the platform that controls user intent, personal context, app access, permissions, identity, authentication, payments, and trust," a description that maps closely to Apple's existing position. The firm explained that if AI assistants become the new front door to search, apps, commerce and payments, Apple should have "meaningful leverage over model providers, app developers, merchants, advertisers, and payment networks." BofA stated that Apple's agentic AI moat stems from its silicon and iOS stack, with Apple silicon determining how much inference can happen locally and iOS controlling whether AI can access user context, call apps and complete tasks in a trusted way. The firm outlined five priorities Apple needs to execute on, centered on evolving Siri into an orchestration layer capable of understanding intent, retrieving context and completing workflows. The financial opportunity substantial, in BofA's view. The firm estimated that an agentic Siri could represent a $15 billion to $30 billion incremental fiscal 2030 revenue opportunity in the base case and $40 billion to $65 billion in the bull case, potentially adding up to $2 in incremental earnings per share. BofA raised its price target to $380 based on 37 times its calendar year 2027 EPS estimate of $10.29, reiterating its Buy rating. Related articles Agentic AI can drive the next inflection in Apple’s valuation, BofA says These 2 stocks are best positioned to benefit from higher uranium prices: analyst This sector is 'poised for a big, beautiful year': Truist

格隆汇5月26日｜美国航空公司表示，将从2027年第一季度起，在其500多架窄体客机上配备Starlink机上Wi-Fi，用于国内及短途国际航线。该交易的财务条款未予披露。

8thCreator/iStock via Getty Images As I’ve covered in the past , I was bearish on Telefónica, S.A. ( TEF ) in the recent past, as the Spanish telecom company had a high-dividend yield that could be interesting for income-oriented investors, but I saw this as a dividend trap, and its valuation was not particularly cheap. Indeed, Telefonica revised its dividend policy some months ago and no longer offers a high-dividend yield based on future expected dividends. Despite that, its shares have performed relatively well in recent months, recovering from a bottom under $4 per share, as investors reacted positively to its strategy update for the period 2026-30. Nevertheless, its shares are down by about 9% over the last year, showing that Telefonica has not created much value for investors despite its attractive dividend yield. Share price chart (Seeking Alpha) Dividend When I last covered Telefonica, its shares were offering a dividend yield of 7%, which was quite attractive to income-investors at first glance and was a higher yield than compared to most of its peers in the telecom sector, such as Vodafone ( VOD ) or Orange ( ORANY ). However, Telefonica’s dividend coverage based on both earnings and cash flow was not great, as the company was distributing some 85% of free cash flow to shareholders, not leaving much room for potential operational setbacks or to deleverage the balance sheet. While I was not expecting a dividend cut in the short term, I saw its dividend sustainability as questionable. This was largely justified by a weaker financial profile compared to peers, considering that Telefonica’s net debt-to-EBITDA ratio was among the highest across the European telecom sector. Moreover, its credit rating could eventually be cut to high yield if the company doesn't present a credit deleverage path ahead, something the company likely does not want to happen as it would lead to higher borrowing costs. Considering this backdrop of relatively high balance sheet leverage...

(RTTNews) - Shares of Spectral AI, Inc. (MDAI) are falling about 12 percent in Tuesday morning trading after the company announced that the U.S. Food and Drug Administration granted De Novo Classification for its DeepView System, which is used in burn care in various settings. The company's stock is currently trading at $2.34, down 12.72 percent, over the previous close of $2.68 on the Nasdaq. It has traded between $1.18 and $3.21 in the past one year. With this classification, Spectral AI is authorized to commence commercial distribution activities in the United States. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ferrari (NYSE:RACE) shares fell 4.6% on Tuesday after the Italian automaker unveiled its first fully electric vehicle, the Luce, drawing criticism over its design and questions about the model's departure from the brand's identity. The four-door Luce, whose name is Italian for "light," was...

Source: Bloomberg, 0:00

Graham Corporation宣布，将于2026年6月8日（周一）股市开盘前发布第四财季及2026财年全年财务业绩。公司将于当天上午11：00（美国东部时间）召开电话会议及网络直播，回顾财务和运营业绩、战略规划及未来展望，并设有问答环节。 Graham Corporation是国防、能源与工艺、太空行业关键任务流体、动力、热传递、真空和先进混合技术提供商。 回顾2026财年，公司业绩表现亮眼。根据此前发布的第三财季报告，公司季度营收达5670万美元，同比增长21%；调整后EBITDA增长50%至600万美元，积压订单高达5.156亿美元，同比增长34%，创历史新高。受国防项目强劲需求推动，公司已上调全年业绩指引，预计净销售额在2.33亿至2.39亿美元之间，调整后EBITDA在2400万至2800万美元之间。 此外，公司于2026年1月完成对FlackTek的收购，建立了先进混合与材料加工的第三大核心技术平台。分析师预计第四财季营收约为6000万美元，每股收益0.30美元。投资者可通过公司官网ir.grahamcorp.com收听网络直播，电话会议拨入号码为（201） 689-8560，会议ID为13760742。电话重播将保留至2026年6月15日。 责任编辑：张俊 SF065

pidjoe/iStock via Getty Images We’ve long thought of Super Micro Computer, Inc. ( SMCI ) as a stock to trade rather than hold long-term. There are several reasons we frame SMCI in this light; our favorite is the pattern of overpromising and underdelivering, which drags down expectations enough to allow outperformance every couple of quarters. This is what we saw in the last two quarterly results; in the quarter reported in early May, SMCI shares surged 24% after management guided Q4 revenue and adjusted profit above Street estimates. SMCI is guiding for sales of $11B to $12.5B versus estimates for $11.07B and adjusted profit per share of $0.65-$0.79, ahead of the expected $0.55. It’s not a huge beat on top line, but it's effective in calming fears that the company became permanently damaged goods after the China-related allegations that crashed the stock by one-third of its value in late March, and the subsequent reports from BlueFin Research about “significant” contract loss with Oracle in late April. On the earnings call , CFO David Weigand emphasized that in spite of all the drama: there has been no change to allocations. The chart below outlines the ups and downs SMCI shareholders navigated since the start of the year. YCharts Needless to say, the stock is in a better position now that the China-related drama has blown over, with what appears to be minimal damage. SMCI is up 18% over the past month, catching up to competitor Dell ( DELL ), which has more comfortably ridden the chip melt-up. YCharts Dell is up 100% YTD, against SMCI up 14%, and the S&P 500 up 9%. YCharts SMCI is cheap, and given the events that unfolded over the past almost four months, there is good reason for that. The stock trades at a forward P/E of 12.9x, roughly half the group average and below SMCI's own 5-year averages and discounted against Dell’s 19.29x. The forward PEG of 0.44x is a third of the group’s 1.34x. The market is pricing SMCI as a low-growth play, although the consensus stil...

格隆汇5月26日｜英镑兑美元日内下跌0.50%，现报1.3437。

“If you were concerned about being dragged through the mud,” asks lawyer Alina Habba, “Why would you choose to sue Donald Trump?” The Guardian’s journalism is independent. We will earn a commission if you buy something through an affiliate link. Learn more. Calm and composed, E Jean Carroll removes her glasses and replies firmly: “Because he called me a liar. He called me a liar. And I couldn’t let it stand.” Carroll’s private deposition from 2022 is made public for the first time in Ask E Jean, a documentary by Ivy Meeropol about a woman of strong character, deep resilience and sharp wit who refuses to be cast in the role of victim or bit-part player in the Trump cinematic universe. Carroll, 82, a journalist, author and advice columnist, is the only woman to beat Trump in court, a feat she accomplished not once but twice. In 2019 she alleged that he raped her in a dressing room at a department store in Manhattan in the mid-1990s, leading to two blockbuster court cases. Ask E Jean examines the question of why she waited decades to come forward and makes a convincing case that she belongs to the “silent generation” – a cohort of women who were conditioned to endure the predatory behaviour of men with a shrug and a smile. “I was born in 1943,” she explains in the film. “We are the chin-up, move-it-on, grin-and-bear-it generation. We didn’t complain. It would never occur to me. We actually smiled about it and moved on. That’s how we handled things.” Carroll is a former Miss Indiana University and Miss Cheerleader USA who became the first female contributing editor at Playboy magazine and wrote the feisty “Ask E Jean” column for Elle from 1993 to 2019. She hosted her own cable TV show, wrote for one season of Saturday Night Live and penned an unauthorised biography of fellow gonzo journalist Hunter S Thompson. When Trump sexually abused her in a dressing room at Bergdorf Goodman, Carroll did what countless women of her era did, confiding in trusted friends – the author ...

In the long history of hacking, there have been numerous data breaches that, years or even decades later, remain unsolved. Countless hackers and hacking groups behind them have never been unmasked. But prolific hacking groups do get caught. This is true whether they’re cybercriminals such as LAPSUS$, a notorious extortion gang that compromised companies including Microsoft and Nvidia, who have had multiple members arrested, or sophisticated government hacking groups from Russia and China, whose members have been named, indicted, and placed on most-wanted lists. Still, some of the most fascinating cases in cybersecurity history remain wide open — no culprits, no answers, and in some cases, not even a clear motive. We decided to revisit several of them in a series of articles, starting with one of the strangest episodes in the history of intelligence leaks. The first installment centers on the Shadow Brokers — an enigmatic group that surfaced online, dumped a trove of hacking tools believed to belong to the NSA, and then vanished. In the summer of 2016, in the midst of the Russian hacks related to the U.S. Presidential elections, the group appeared on Twitter. They linked to a Pastebin post and @-mentioned several news outlets — a strange, ineffective strategy that meant most of those outlets likely never saw the tweets. But if anyone had clicked on the link, they would have seen a document titled “Equation Group Cyber Weapons Auction — Invitation” — a reference to the shadowy hacking operation widely believed to be run by the NSA. “!!! Attention government sponsors of cyber warfare and those who profit from it !!!! How much you pay for enemies’ cyber weapons?” the hackers wrote, claiming to have hacked the Equation Group. The document included links to download some hacking tools, as well as a link to download an encrypted file that interested buyers could decrypt by making a bid. “Auction files better than Stuxnet,” they wrote, referring to the famous malware used a...

In Brief Security researchers say a March breach of the Los Angeles transit system (LACMTA) was the work of Iranian-backed hackers. Israeli startup Gambit Security said in a report on Tuesday that the hackers work for Iran’s Ministry of Intelligence and State Security (MOIS). Reuters first wrote about the Gambit report. A hacktivist group calling itself Ababil of Minab claimed responsibility for the earlier hack, saying they stole then deleted data from the LACMTA’s systems. The group’s name is a reference to the U.S. air strike on an Iranian school in the city of Minab that killed more than 175 people, mostly children. “They are not a new, standalone hacktivist crew as they claim,” said Gambit. Ababil of Minab did not respond to a request for comment when contacted by TechCrunch. Gambit said its claims are based on forensic evidence that ties the group to a previous Iran-linked campaign, as well as activity attributed to the MOIS by Israel National Cyber Directorate. Gambit said it investigated other attacks against companies in Israel, Saudi Arabia, and Turkey. Contact Us Do you have more information about Ababil of Minab or other Iran-linked hackers and their cyberattacks? From a non-work device, you can contact Lorenzo Franceschi-Bicchierai securely on Signal at +1 917 257 1382, or via Telegram and Keybase @lorenzofb, or Do you have more information about Ababil of Minab or other Iran-linked hackers and their cyberattacks? From a non-work device, you can contact Lorenzo Franceschi-Bicchierai securely on Signal at +1 917 257 1382, or via Telegram and Keybase @lorenzofb, or email . If Gambit’s assessment is correct, Ababil of Minab would be the latest in a series of fake hacktivist groups that are working for the Iranian government. The most recent example is Handala, which earlier this year hacked U.S. medical tech giant Stryker, wiping thousands of company systems and employee devices. Following the Stryker breach, the FBI seized two Handala websites, and the U....

周二，存储芯片厂商 美光 科技开盘创下盘中历史新高。此前 瑞银 将其目标价上调至 1625 美元 ，较原目标价翻两倍有余，为当前投行给出的最高估值。该行认为，人工智能热潮已从根本上重塑了存储芯片市场格局。 美光此前目标价为 535 美元，最新目标价较该股上周五 751 美元的收盘价，仍有约 115% 的上涨空间。瑞银分析师蒂莫西・阿尔库里表示，随着人工智能持续改变整个存储行业，市场应当给予美光更为合理的常规估值倍数。 瑞银此番调整不止是上调估值数字，更提出观点：人工智能彻底改变了市场对美光的估值逻辑。 以往，美光始终被视作 周期型存储芯片股 ，投资者一直担忧 DRAM、NAND 芯片价格暴涨暴跌的行业特性。而瑞银认为，人工智能带来的长期需求，大幅提升了行业需求能见度，也让美光的盈利走势趋于平稳，周期属性逐步弱化。 美光盘初涨幅超 10%，年内第 30 次刷新盘中历史高点。受其带动，费城半导体指数开盘后同样创下盘中新高。 新目标价也彻底改写了美光的市值格局。 彭博社测算，若股价触及 1625 美元，美光市值将达到约 1.8 万亿美元 ，跻身美国第七大上市公司，位列英伟达、 谷歌 母公司字母表、 苹果 、 微软 、 亚马逊 、博通之后，同时超越 特斯拉 、元宇宙平台 Meta 以及伯克希尔・哈撒韦。 美光的大涨带动整个芯片板块走强。 盘初走高的个股包括迈威尔科技、安森美半导体、超威半导体、泛林集团、 高通 ，其中沃尔夫斯德涨幅约 10%。 迈威尔科技已实现周线十连涨；而美光与费城半导体指数在过去八周内，有七周收涨。 对于后市，看多投资者认为美光需守住 800 美元关口，否则本轮上涨或演变为假突破；该股短期最强支撑位在 665 美元附近。 责任编辑：郭明煜

NANO Nuclear Soars As It Turns Revenue-Generating With Strategic Acquisition NANO Nuclear announced the acquisition of Secured Transportation Services, instantly converting itself from a pre-revenue developer into a revenue-generating business with in-house secure transport capabilities for nuclear materials. With the $13 million acquisition of Secured Transportation Services - a nuclear logistics, transportation and services company specializing in the secure transport of radioactive and nuclear materials - NANO continues to vertically integrate itself into what will soon be the leading provider of turnkey nuclear energy solutions to the AI supercycle. Secured Transportation Services generated a profit of about $1.3 million in the twelve months ended Dec. 31, 2025. As NANO founder and Chairman Jay Yu put it: “NNE goes from pre-revenue to revenue generating overnight with [this] acquisition.” Secured Transportation Services provides Nano Nuclear with the logistical infrastructure needed to vertically integrate the nuclear supply chain. This move adds critical logistics infrastructure to NANO’s portfolio of portable microreactors and advanced fuel fabrication efforts. Secured Transportation Services brings established operations and regulatory know-how for moving sensitive nuclear cargo. The capability vertically integrates the supply chain and removes a major execution bottleneck for future deployments. We’ve tracked NANO’s aggressive buildout for months: the modular reactor maker, which according to many is one of the few that carries the promise of powering the AI revolution at a realistic cost, has pushed forward on its microreactor designs and fuel cycle ambitions. This latest deal fits the pattern: rapid, targeted acquisitions that assemble a full-stack nuclear platform. The company is also demonstrating tangible progress in the deployment of their first-of-a-kind microreactor with the recent acceptance and docketing of their construction permit for the Kronos ...

Nvidia is definitely one to watch this week. After reporting an absolute blowout last week, the Club name has traded lower. Early Tuesday, it was looking to bounce off Friday's close of $215, before some pressure set in. Why does that matter? We know the fundamentals are as strong as ever at the AI chip powerhouse. A bounce to start the week could swing the technical setup in our favor. A lower close might signal the opposite. Looking at the chart of Nvidia, we have overcome resistance in the $210 to $215 area that was twice rejected by sellers over the past year — once back in October 2025, when the stock topped out at $212.19, and again in late April, when the stock topped out at $216.83 apiece. The stock recently broke through, trading up to an all-time high of $236.54 on May 14, less than a week before earnings. That should have turned the old resistance of $215 into new support, according to the Principle of Polarity in technical analysis. Shortly after hitting a record, though, Nvidia shares were already pulling back and accelerated their decline after the print. The Principle of Polarity holds that support, once broken, becomes resistance. That's what makes the slide to $215 so important, because if that is materially broken to the downside, then the now expected level of support will have broken, and become resistance once again. Then we're right back to those stubborn levels of late April. NVDA YTD mountain Nvidia YTD A higher Nvidia close Tuesday, could signal a stock that's ready to solidify its next leg higher. Should it fail to advance, however, the plan laid out by Jim Cramer in his weekly column may well be the only thing management can attempt to get shares working again. Jim wrote that Nvidia should consider a page from Apple's cash return to shareholders playbook. You know the one that saw Apple return nearly all its excess cash to shareholders over the past decade, which reduced the company's share float by over a third. Reducing the share count i...

SCOTIA PREVISION-F5 (SCOTILPF5.MX) 最新股票消息和頭條新聞 Yahoo 財經

Image source: The Motley Fool. May 26, 2026, 10 a.m. ET Call participants Chairman, President, and Chief Executive Officer — Joseph Brooks Armes Senior Vice President and Chief Financial Officer — James E. Perry Takeaways Revenue -- $309 million, up 34%, driven mainly by acquisitions and 2.8% organic growth concentrated in Contractor Solutions and Specialized Reliability Solutions. -- $309 million, up 34%, driven mainly by acquisitions and 2.8% organic growth concentrated in Contractor Solutions and Specialized Reliability Solutions. Adjusted EBITDA -- $83 million, rising 39% with margin increasing to 26.8% from 25.9% due to acquisitions, pricing, and lower freight costs. -- $83 million, rising 39% with margin increasing to 26.8% from 25.9% due to acquisitions, pricing, and lower freight costs. Adjusted EPS -- $3.14, up 21%, with EPS growth constrained by higher net interest expense ($13.4 million) and margin dilution from recent acquisitions. -- $3.14, up 21%, with EPS growth constrained by higher net interest expense ($13.4 million) and margin dilution from recent acquisitions. Net debt to EBITDA ratio -- 2.55x, inside the targeted 1-3x range, providing balance sheet flexibility after significant acquisition activity. -- 2.55x, inside the targeted 1-3x range, providing balance sheet flexibility after significant acquisition activity. Contractor Solutions segment revenue -- $237 million (76% of total), up 43%, with $67 million from acquisitions and $4.3 million from organic growth. -- $237 million (76% of total), up 43%, with $67 million from acquisitions and $4.3 million from organic growth. Contractor Solutions adjusted EBITDA -- $75 million with margin of 31.7%, compared to $56 million and 33.7% prior year, reflecting margin compression ahead of full synergy realization. -- $75 million with margin of 31.7%, compared to $56 million and 33.7% prior year, reflecting margin compression ahead of full synergy realization. Aspen performance -- 10.4% fiscal Q4 revenue g...

Victor Golmer/iStock Editorial via Getty Images By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Khaveen Investments & Nicholas Tan, Investment Research Analyst @ Khaveen Investments. In our previous analysis of Apple Inc. ( AAPL ), we expected Apple’s $600 billion of investment commitments would enable Apple to strengthen its supply chain, improve its chip development, and build new data centers that would support the integration and development of AI features. We cover the company again, as Apple recently grew by 16.1% YoY for H1 FY2026, which is much higher than its historical 12-year average of 8.3%. In H1 FY2026, iPhone sales also increased by 22.7%, which is also much higher than its historical average of 8.6%. We also found that the iPhone segment was the key growth driver for H1 FY2026 growth of 16.1%, as Services (15.1%), iPad (7.0%), Wearables, Home And Accessories (0.6%), and Mac (-0.9%) had lower relative growth compared to iPhone. In this analysis, we thus analyze what is driving the growth behind the iPhone segment and whether this can be sustained. We first analyze the reason that Apple's iPhone segment grew faster than our previous projection. We then assess whether our forecasts for smartphone shipments were in line with actual results and whether the smartphone market could continue to grow. We lastly evaluate whether Apple’s iPhones could sustain their future competitiveness. Robust ARPU Leads To Higher-Than-Expected H1 2026 iPhone Growth Omdia, IDC, Counterpoint Research, Telecom Lead, Company Data, Khaveen Investments * a × b = c. * d × e = f. * The factor score has been adjusted for the financial year ending September. * Worldwide premium smartphone shipments for H1 2026 are estimates using IDC’s projected CY shipments decline of -12.9%, which is then adjusted to the FY ending September. To analyze the reason that Apple’s iPhone segment grew faster than our previous projections, we thus compile our past projections and actual results for the iPho...