Earnings Call Insights: Tenaris (TS) Q1 2026 Management View Giovanni Sardagna (Investor Relations Officer Giovanni Sardagna) framed Q1 results around disrupted Middle East logistics, saying, "Our first quarter sales reached $3.1 billion, up 6% year-on-year and 4% sequentially despite the disruption in the Middle East caused by the
Earnings Call Insights: Tenaris (TS) Q1 2026 Management View Giovanni Sardagna (Investor Relations Officer Giovanni Sardagna) framed Q1 results around disrupted Middle East logistics, saying, "Our first quarter sales reached $3.1 billion, up 6% year-on-year and 4% sequentially despite the disruption in the Middle East caused by the
Earnings Call Insights: Cactus, Inc. (WHD) Q1 2026 Management View "I'm very proud of our team's achievements in the first quarter and the current momentum in the business" (CEO & Chairman of the Board Scott Bender). "Pressure Controls revenues remained resilient despite the impacts
Earnings Call Insights: Cactus, Inc. (WHD) Q1 2026 Management View "I'm very proud of our team's achievements in the first quarter and the current momentum in the business" (CEO & Chairman of the Board Scott Bender). "Pressure Controls revenues remained resilient despite the impacts
Earnings Call Insights: BGC Group (BGC) Q1 2026 Management View “BGC delivered another record quarter,” said (Co-Chief Executive Officer John Abularrage), adding that “Revenues increased 44% to $955 million,” and that “Excluding OTC, revenues grew 23% to $817 million.” Abularrage
Earnings Call Insights: BGC Group (BGC) Q1 2026 Management View “BGC delivered another record quarter,” said (Co-Chief Executive Officer John Abularrage), adding that “Revenues increased 44% to $955 million,” and that “Excluding OTC, revenues grew 23% to $817 million.” Abularrage
Earnings Call Insights: Myers Industries (MYE) Q1 2026 Management View “We began 2026 on a positive trajectory, building on the momentum we created in 2025,” said (President, CEO & Director Aaron Schapper), adding that the quarter included “revenue growth, improved earnings and strong cash flow” and that the company is “continuing
Earnings Call Insights: Myers Industries (MYE) Q1 2026 Management View “We began 2026 on a positive trajectory, building on the momentum we created in 2025,” said (President, CEO & Director Aaron Schapper), adding that the quarter included “revenue growth, improved earnings and strong cash flow” and that the company is “continuing
Earnings Call Insights: CF Industries (CF) Q1 2026 Management view "Yesterday afternoon, we posted results for the first quarter of 2026, in which we generated adjusted EBITDA of $983 million." (CEO, President & Director Christopher Bohn) "Late in the quarter, the
Earnings Call Insights: CF Industries (CF) Q1 2026 Management view "Yesterday afternoon, we posted results for the first quarter of 2026, in which we generated adjusted EBITDA of $983 million." (CEO, President & Director Christopher Bohn) "Late in the quarter, the
Demonstrators opposed to redrawing Florida's Congressional map hold signs outside the Florida State Capitol in Tallahassee, Florida, US, on Tuesday, April 28, 2026. Malcolm Jackson | Bloomberg | Getty Images Tennessee's Republican Gov. Bill Lee on Thursday signed into law a just-approved measure to eliminate the state's lone Democrat -held congressional seat. It's the latest move in a scramble to ...
Demonstrators opposed to redrawing Florida's Congressional map hold signs outside the Florida State Capitol in Tallahassee, Florida, US, on Tuesday, April 28, 2026. Malcolm Jackson | Bloomberg | Getty Images Tennessee's Republican Gov. Bill Lee on Thursday signed into law a just-approved measure to eliminate the state's lone Democrat -held congressional seat. It's the latest move in a scramble to redraw U.S. House districts in the wake of a pivotal Supreme Court decision and ahead of the 2026 midterm election. The maps are "insane," according to Rep. Steve Cohen, the Memphis Democrat who holds the seat Republicans are targeting. In a post to X on Wednesday as a special session of the state legislature kicked off, Cohen said the proposal would jam people living more than 200 miles apart into the same district. President Donald "Trump knows he HAS TO rig the game to keep his majority in November," Cohen posted on X after the law was signed after earlier calling the effort a "power grab." "And the TN GOP was willing to go along with it." He also threatened to sue. Power grab or not, redrawn maps like the one in Tennessee could be the key to keeping a majority in the House. And in the redistricting race to the bottom, neither party appears willing to take its foot off the gas. The Supreme Court 's April 29 decision in Louisiana v. Callais to weaken part of the Voting Rights Act invalidated a majority-black, Democrat-held district in Louisiana and paved the way for states across the South to redraw their own congressional maps. In addition to Louisiana and Tennessee, Alabama and South Carolina have already taken steps to do so. State Senator London Lamar, a Democrat from Tennessee, holds a copy of the proposed Congressional map for Tennessee during a special legislative session at the Tennessee State Capitol in Nashville, Tennessee, US, on Wednesday, May 6, 2026. Madison Thorn | Bloomberg | Getty Images Republicans face an uphill climb to hold their majority, as they str...
moomusician/iStock Editorial via Getty Images Though the S&P 500 has vaulted to near all-time highs powered by a small handful of energy and semiconductor stocks, the underlying economy still remains on shaky ground, especially with an inflation-pinched consumer pulling back on discretionary spending. As we move throughout the
moomusician/iStock Editorial via Getty Images Though the S&P 500 has vaulted to near all-time highs powered by a small handful of energy and semiconductor stocks, the underlying economy still remains on shaky ground, especially with an inflation-pinched consumer pulling back on discretionary spending. As we move throughout the
Chewy 's (NYSE: CHWY) stock has been chewed up by 2026 so far. The pet supply company saw shares tumble 25% since the start of January and 35% over the past 12 months. Investors are left wondering if Chewy is all bark and no bite. On the contrary, this prolonged downturn is actually a great opportunity for long-term investors to buy shares at a reasonable price. Chewy is focusing on expanding its ...
Chewy 's (NYSE: CHWY) stock has been chewed up by 2026 so far. The pet supply company saw shares tumble 25% since the start of January and 35% over the past 12 months. Investors are left wondering if Chewy is all bark and no bite. On the contrary, this prolonged downturn is actually a great opportunity for long-term investors to buy shares at a reasonable price. Chewy is focusing on expanding its private-label offerings and health services to increase its margins and improve profitability. Chewy has opened 18 veterinary clinics, operates the top pet pharmacy in the United States, and recently announced plans to acquire Modern Animal, a tech-forward veterinary platform. This buyout will expand its footprint to 47 clinics. These services are high-margin offerings that keep customers coming back and buying even more. Continue reading
Nelnet press release ( NNI ): Q1 Non-GAAP EPS of $1.94. Total interest income of $211.23M. More on Nelnet East 72 Dynasty Trust exits Carlyle, Vivendi, and other holdings in Q1 Mid-Cap Sell Streaks: 10 stocks trapped longest in bearish Quant ratings Seeking Alpha’s Quant Rating on Nelnet Historical earnings data for Nelnet Dividend scorecard for Nelnet
Nelnet press release ( NNI ): Q1 Non-GAAP EPS of $1.94. Total interest income of $211.23M. More on Nelnet East 72 Dynasty Trust exits Carlyle, Vivendi, and other holdings in Q1 Mid-Cap Sell Streaks: 10 stocks trapped longest in bearish Quant ratings Seeking Alpha’s Quant Rating on Nelnet Historical earnings data for Nelnet Dividend scorecard for Nelnet
Vote Harder? Why Secession Is The Only Answer To The American Megastate Authored by Ryan McMaken via The Mises Institute, There are still some Trump supporters out there who continue to bill the Trump administration as some kind of great victory for the forces of populism against the “deep state.” A year into the second Trump administration, it is clear this is not a serious position. The populism...
Vote Harder? Why Secession Is The Only Answer To The American Megastate Authored by Ryan McMaken via The Mises Institute, There are still some Trump supporters out there who continue to bill the Trump administration as some kind of great victory for the forces of populism against the “deep state.” A year into the second Trump administration, it is clear this is not a serious position. The populism of the Trump campaign has clearly failed and what we ended up with instead is a continuation and strengthening of the status quo. Over the next three years of this second Trump term, the welfare-warfare state will only get larger. Trump now actively pushes to strengthen the surveillance state , and to massively increase overall defense spending . He points to some miniscule trimming around the edges of the welfare state while overall spending continues to rise and federal deficits are near all-time highs . In turn, these huge deficits will require central-bank intervention to partly monetize the debt, pushing up price inflation. Far from being some sort of shock to the system in Washington, Trump is governing largely like a business-as-usual Republican. In other words, it should be abundantly obvious by now that there is not going to be anything coming out of this administration that will endanger the governing elites or their institutions which retain a firm grip on Washington institutions and the special interests that drive policy. This is apparently the best that the “militant” populists could come up with: yet another milquetoast republican administration that will ensure the gravy train continues for politically favored allies. This administration is basically just a Marco Rubio administration with some “mean tweets” thrown in for color. The populist “victory” of the Trump administration is perhaps the best evidence yet that a strategy of “vote harder” is simply not going to lead to any significant change of any kind. After all, the media, academia, and even the GOP’...
Granite Ridge Resources press release ( GRNT ): Q1 GAAP EPS of -$0.36 misses by $0.49 . Revenue of $128.26M (+4.3% Y/Y) misses by $2.54M . More on Granite Ridge Resources Granite Ridge Resources: Aiming To Transition To Free Cash Flow Generation In 2027 Granite Ridge Resources, Inc. (GRNT) Q4 2025 Earnings Call Transcript Top 10 small-cap energy stocks ranked by dividend yield Granite Ridge Resour...
Granite Ridge Resources press release ( GRNT ): Q1 GAAP EPS of -$0.36 misses by $0.49 . Revenue of $128.26M (+4.3% Y/Y) misses by $2.54M . More on Granite Ridge Resources Granite Ridge Resources: Aiming To Transition To Free Cash Flow Generation In 2027 Granite Ridge Resources, Inc. (GRNT) Q4 2025 Earnings Call Transcript Top 10 small-cap energy stocks ranked by dividend yield Granite Ridge Resources targets 9% production growth in 2026 while reducing capital spending Seeking Alpha’s Quant Rating on Granite Ridge Resources
Shares of Microsoft (NASDAQ: MSFT) have had a difficult year so far. Even after staging a recovery from late-March lows, the stock is still down about 15% year to date as of this writing -- meaningfully lagging the broader market. The slump comes despite a fiscal third-quarter report that exceeded expectations on both the top and bottom lines. So why aren't investors rushing back in? A closer look...
Shares of Microsoft (NASDAQ: MSFT) have had a difficult year so far. Even after staging a recovery from late-March lows, the stock is still down about 15% year to date as of this writing -- meaningfully lagging the broader market. The slump comes despite a fiscal third-quarter report that exceeded expectations on both the top and bottom lines. So why aren't investors rushing back in? A closer look at the latest quarter suggests the market may be looking past the headline numbers and sizing up a more nuanced picture in the software giant's cloud computing business and commercial backlog -- particularly as cloud rivals Alphabet and Amazon deliver a notably different story. Continue reading
Maravai LifeSciences Holdings press release ( MRVI ): Q1 GAAP EPS of -$0.02 beats by $0.07 . Revenue of $65.8M (+40.3% Y/Y) beats by $12.8M . Updated Financial Guidance for Full Year 2026 Maravai’s financial guidance for the full year 2026 is based on
Maravai LifeSciences Holdings press release ( MRVI ): Q1 GAAP EPS of -$0.02 beats by $0.07 . Revenue of $65.8M (+40.3% Y/Y) beats by $12.8M . Updated Financial Guidance for Full Year 2026 Maravai’s financial guidance for the full year 2026 is based on
GlobalFoundries (NASDAQ:GFS) used its 2026 Investor Day to outline how management expects demand tied to AI infrastructure, “physical AI” devices, and supply chain resiliency to support growth and profitability improvements over the next several years. Executives also introduced a new shareholder re
GlobalFoundries (NASDAQ:GFS) used its 2026 Investor Day to outline how management expects demand tied to AI infrastructure, “physical AI” devices, and supply chain resiliency to support growth and profitability improvements over the next several years. Executives also introduced a new shareholder re
Valhi press release ( VHI ): Q1 GAAP EPS of $0.59. Revenue of $538.6M (+1.5% Y/Y). More on Valhi Valhi: Left Behind In The Underlying Anti-Dumping Rally Dividend scorecard for Valhi Financial information for Valhi
Valhi press release ( VHI ): Q1 GAAP EPS of $0.59. Revenue of $538.6M (+1.5% Y/Y). More on Valhi Valhi: Left Behind In The Underlying Anti-Dumping Rally Dividend scorecard for Valhi Financial information for Valhi