Sven Piper/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify SpaceX ( SPACE ) IPO said to hand Elon Musk unchecked power ; investor group urges SEC scrutiny. (00:13) GameStop ( GME ) CEO Ryan Cohen says eBay ( EBAY ) suspended his account. (01:39) DoorDash ( DASH ) rallies after pointing to record membership signups in Q1. (02:43) This is an abridged transc...
Sven Piper/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify SpaceX ( SPACE ) IPO said to hand Elon Musk unchecked power ; investor group urges SEC scrutiny. (00:13) GameStop ( GME ) CEO Ryan Cohen says eBay ( EBAY ) suspended his account. (01:39) DoorDash ( DASH ) rallies after pointing to record membership signups in Q1. (02:43) This is an abridged transcript. SpaceX ( SPACE ) has adopted corporate governance policies that will give CEO Elon Musk sweeping authority and limit shareholder rights when it goes public, Reuters reported after reviewing excerpts of the company's IPO registration statement. The rocket maker is using supervoting shares, mandatory arbitration, stricter rules on shareholder proposals and Texas corporate law to give Musk and other insiders broad control, according to the report. SpaceX ( SPACE ) also limited investors' ability to challenge management, sue in court and force votes on governance issues. And Musk can only be fired as CEO and chairman of the board "by the vote of Class B holders," referring to the supervoting shares. Class B holders will have 10 votes for every Class A share available to everyday investors. Only Musk, his family and certain entities will be eligible to receive Class B stock. These shares will allow Musk to retain more than 50% of voting power after SpaceX ( SPACE ) goes public, meaning his removal from the board would effectively require a self-vote. He currently has 42.5% of SpaceX's equity and 83.8% of the voting control. But these policies may not deter investors, who wouldn't want to miss out on what's expected to be the biggest IPO ever and potential returns similar to those of Tesla ( TSLA ). GameStop ( GME ) CEO Ryan Cohen’s eBay ( EBAY ) account has been suspended, he said in a post on X. Cohen posted an image with the text “your eBay account has been permanently suspended because of activity that we believe was putting the eBay community at risk”. We told you on...
Chimera Investment press release ( CIM ): Q1 Non-GAAP EPS of $0.54 beats by $0.02 . Revenue of $75M (+8.4% Y/Y). Q1 2026 GAAP Net Income (Loss) $(65) million, or $(0.78) per diluted common shareGAAP Book Value per common share $18.34 per common shareEconomic Return (4.6)% More on Chimera Investment Chimera Investment Corporation Notes Analysis: CIMP Gets The Buy Rating Chimera Investment Corporati...
Chimera Investment press release ( CIM ): Q1 Non-GAAP EPS of $0.54 beats by $0.02 . Revenue of $75M (+8.4% Y/Y). Q1 2026 GAAP Net Income (Loss) $(65) million, or $(0.78) per diluted common shareGAAP Book Value per common share $18.34 per common shareEconomic Return (4.6)% More on Chimera Investment Chimera Investment Corporation Notes Analysis: CIMP Gets The Buy Rating Chimera Investment Corporation PFDs Update: Buy Rating Shifts Chimera Investment: 30% Discount To Book With A 13% Yield Chimera Investment Q1 2026 Earnings Preview Chimera signals 22% dividend increase for 2026 while advancing hybrid REIT transformation
International Seaways press release ( INSW ): Q1 Non-GAAP EPS of $3.90 beats by $1.22 . Revenue of $325.48M (+77.5% Y/Y) beats by $50.66M . Adjusted EBITDA (1) for the first quarter or 2026 was $244 million. Total liquidity was approximately $918 million as of March 31, 2026, including cash of $377 million and $541 million undrawn revolving credit capacity. Net loan-to-value below 7% as of March 3...
International Seaways press release ( INSW ): Q1 Non-GAAP EPS of $3.90 beats by $1.22 . Revenue of $325.48M (+77.5% Y/Y) beats by $50.66M . Adjusted EBITDA (1) for the first quarter or 2026 was $244 million. Total liquidity was approximately $918 million as of March 31, 2026, including cash of $377 million and $541 million undrawn revolving credit capacity. Net loan-to-value below 7% as of March 31, 2026. Sold seven vessels with an average age of 17 years for proceeds of approximately $216 million net of positioning, commissions, and fees, and recognized gains of $88 million in the first quarter. More on International Seaways International Seaways Has Its Ways To Mitigate Risks And Fuel Upside International Seaways, Inc. (INSW) Q4 2025 Earnings Call Transcript International Seaways, Inc. 2025 Q4 - Results - Earnings Call Presentation International Seaways Q1 2026 Earnings Preview Scorpio Tankers leads seven ocean transportation stocks with new Buy ratings at Jefferies
Krispy Kreme press release ( DNUT ): Q4 Non-GAAP EPS of -$0.05 misses by $0.03 . Revenue of $367M (-9.2% Y/Y) beats by $7.57M . GAAP net loss of $22.7 million improved $10.7 million Adjusted EBITDA of $33.1 million increased 38.0% Cash provided by operating activities of $20.2 million increased $41.0 million, free cash flow of $11.4 million increased $58.1 million More on Krispy Kreme Krispy Kreme...
Krispy Kreme press release ( DNUT ): Q4 Non-GAAP EPS of -$0.05 misses by $0.03 . Revenue of $367M (-9.2% Y/Y) beats by $7.57M . GAAP net loss of $22.7 million improved $10.7 million Adjusted EBITDA of $33.1 million increased 38.0% Cash provided by operating activities of $20.2 million increased $41.0 million, free cash flow of $11.4 million increased $58.1 million More on Krispy Kreme Krispy Kreme: A Better Business, But Still Not A Better Stock Krispy Kreme: Sales Slide And An Unrealistic Outlook (Downgrade) Krispy Kreme, Inc. 2025 Q4 - Results - Earnings Call Presentation RFK Jr. says he'd support banning junk food TV ads Krispy Kreme expands to the Netherlands as it grows its European presence
Americold Realty Trust press release ( COLD ): Q1 FFO of $0.29 beats by $0.10 . Revenue of $629.9M (+0.1% Y/Y) beats by $27.75M . Total revenues of $629.9 million, a 0.1% increase from $629.0 million in Q1 2025 and a decrease of 1.9% on a constant currency basis. Net loss of $13.6 million, or $0.05 loss per diluted share, as compared to a net loss of $0.06 per diluted share in Q1 2025. Global Ware...
Americold Realty Trust press release ( COLD ): Q1 FFO of $0.29 beats by $0.10 . Revenue of $629.9M (+0.1% Y/Y) beats by $27.75M . Total revenues of $629.9 million, a 0.1% increase from $629.0 million in Q1 2025 and a decrease of 1.9% on a constant currency basis. Net loss of $13.6 million, or $0.05 loss per diluted share, as compared to a net loss of $0.06 per diluted share in Q1 2025. Global Warehouse segment same store revenues increased 0.8% on an actual basis and decreased 1.0% on a constant currency basis as compared to Q1 2025. Global Warehouse same store services margin decreased to 12.8% from 13.2% in Q1 2025. Global Warehouse segment same store NOI decreased 3.1%, or 4.5% on a constant currency basis, as compared to Q1 2025. More on Americold Realty Trust Americold: A Globally Critical Cold-Storage Industrial REIT, But Occupancy Could Improve Americold Realty: A Patient Investor's High-Yield Opportunity Americold Realty Trust, Inc. 2025 Q4 - Results - Earnings Call Presentation Americold Realty Trust, Lineage downgraded at Barclays on industry challenges Investor pushes to remove Americold Chairman Patterson; start strategic review
A Hong Kong building inspector mistook illegal alterations to emergency staircases at a housing estate ravaged in a deadly fire as protective measures for “broken” windows, because he based his assessment solely on documents and did not carry out a site visit, a public inquiry has heard. Senior maintenance surveyor Nick Yung Siu-lun, the head of the minor works team of the Housing Bureau’s indepen...
A Hong Kong building inspector mistook illegal alterations to emergency staircases at a housing estate ravaged in a deadly fire as protective measures for “broken” windows, because he based his assessment solely on documents and did not carry out a site visit, a public inquiry has heard. Senior maintenance surveyor Nick Yung Siu-lun, the head of the minor works team of the Housing Bureau’s independent checking unit, said on Thursday he thought the wooden boards used to cover the temporary...
Federal Reserve Bank of Boston President Susan Collins said she agreed with colleagues who dissented at last week’s monetary policy gathering over wording in the Fed’s post-meeting statement that suggested the central bank would eventually resume rate reductions. In an interview with Bloomberg News, Collins said she was “strongly supportive” of the decision to leave rates unchanged, but she also p...
Federal Reserve Bank of Boston President Susan Collins said she agreed with colleagues who dissented at last week’s monetary policy gathering over wording in the Fed’s post-meeting statement that suggested the central bank would eventually resume rate reductions. In an interview with Bloomberg News, Collins said she was “strongly supportive” of the decision to leave rates unchanged, but she also preferred to adjust the statement to “not be as closely aligned with language that has been associated with the presumption that the next move will be a cut.” Dallas Fed President Lorie Logan , Beth Hammack of the Cleveland Fed and Minneapolis Fed chief Neel Kashkari supported the April 29 rate hold but objected to what they called the “easing bias” contained in the statement. Collins is not a voter this year on the rate-setting Federal Open Market Committee. But her view on the statement language highlights an ongoing shift on the FOMC away from any consideration of a rate cut in the near future. Her comments show Collins is among a growing number of officials who would also like the Fed to signal more clearly that the next move could be either a cut or a hike. That dynamic will make it more difficult for Kevin Warsh , President Donald Trump’s nominee to lead the Fed, to pursue rate cuts once he’s confirmed by the US Senate in the coming weeks. Warsh is expected to be at the helm when Fed policymakers gather for their next meeting, June 16-17. Collins, in a wide-ranging discussion at the Boston Fed’s headquarters, said she favors a more “agnostic” stance around the future path for rates as the energy shock caused by the Middle East conflict pushes back the Fed’s ability to reach its 2% inflation target. Interest rates are likely to remain on hold “for a longer time period, with further easing further down the road,” she said. Yet, the Fed might also have to consider an increase under certain circumstances. “I do think that there are scenarios in which it would be important ...
Scott Barbour/Getty Images News Shell ( SHEL ) has commenced a $3B share buyback program covering an aggregate contract term of approximately three months. The program is aimed at reducing the issued share capital of the company. The maximum number of ordinary shares that may be purchased by the company under the program is 320M. All shares repurchased as part of the program will be cancelled. The...
Scott Barbour/Getty Images News Shell ( SHEL ) has commenced a $3B share buyback program covering an aggregate contract term of approximately three months. The program is aimed at reducing the issued share capital of the company. The maximum number of ordinary shares that may be purchased by the company under the program is 320M. All shares repurchased as part of the program will be cancelled. The company has entered into an arrangement with a single broker, consisting of one, non-discretionary contract, to enable the purchase of ordinary shares on London market exchanges . The plan is planned to be completed prior to the company’s Q2 results announcement. SHEL down 1.58% premarket. More on Shell Shell Consolidates Its Upstream And LNG Position With ARC Resources Acquisition Shell: Refocusing Will Take Time (Probably A Few Years) Shell: The Company Should Be A Buy, But Near-Term Risks Warrant Patience Shell reports mixed Q1 results; gives Q2 and updates FY26 outlook Shell earnings preview: Q1 profit seen surging 140%, investors weigh Middle East geopolitical risks
If you retire with savings in a traditional IRA or 401(k), you may be looking at a couple of unpleasant things. First, you'll have to pay the IRS taxes on your withdrawals. And while this shouldn't come as a surprise, it can be a nuisance and point of stress. Secondly, with a traditional IRA or 401(k) plan , you can't just let your money grow indefinitely. You'll eventually be forced to take requi...
If you retire with savings in a traditional IRA or 401(k), you may be looking at a couple of unpleasant things. First, you'll have to pay the IRS taxes on your withdrawals. And while this shouldn't come as a surprise, it can be a nuisance and point of stress. Secondly, with a traditional IRA or 401(k) plan , you can't just let your money grow indefinitely. You'll eventually be forced to take required minimum distributions , or RMDs, which could drive up your taxable income and have other unwanted consequences. That's why many people opt to do a Roth conversion ahead of retirement, or early on in retirement before RMDs start. With a Roth conversion , you move funds from a traditional retirement account into a Roth IRA. Continue reading
RPC press release ( RES ): Q1 Non-GAAP EPS of $0.03 in-line. Revenue of $454.8M (+36.6% Y/Y) beats by $48.12M . Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA) was $53.5 million, compared to $55.1 million in the prior quarter; Adjusted EBITDA margin decreased 110 basis points sequentially to 11.8%. See Appendix C for additional details More on RPC Seeking Alpha’s Q...
RPC press release ( RES ): Q1 Non-GAAP EPS of $0.03 in-line. Revenue of $454.8M (+36.6% Y/Y) beats by $48.12M . Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA) was $53.5 million, compared to $55.1 million in the prior quarter; Adjusted EBITDA margin decreased 110 basis points sequentially to 11.8%. See Appendix C for additional details More on RPC Seeking Alpha’s Quant Rating on RPC Historical earnings data for RPC Dividend scorecard for RPC Financial information for RPC
Stevanato Group press release ( STVN ): Q1 Non-GAAP EPS of € 0.11. Revenue increased 7% (10% on a constant currency basis) to €273.6 million, with high-value solutions representing 47% of total revenue. The Company is maintaining its fiscal 2026 guidance and still expects revenue in the range of €1.26 billion to €1.29 billion, adjusted EBITDA in the range of €331.8 million to €346.9 million, and a...
Stevanato Group press release ( STVN ): Q1 Non-GAAP EPS of € 0.11. Revenue increased 7% (10% on a constant currency basis) to €273.6 million, with high-value solutions representing 47% of total revenue. The Company is maintaining its fiscal 2026 guidance and still expects revenue in the range of €1.26 billion to €1.29 billion, adjusted EBITDA in the range of €331.8 million to €346.9 million, and adjusted diluted EPS in the range of €0.59 to €0.63. More on Stevanato Group Stevanato Group S.p.A. 2025 Q4 - Results - Earnings Call Presentation Stevanato: Strong Q4 Results Reinforce Long-Term Growth Story Stevanato Group S.p.A. (STVN) Q4 2025 Earnings Call Transcript Healthcare quant check: RLAY and TNGX lead Seeking Alpha’s top picks ahead of Q1 earnings Mid-Cap healthcare stocks ranked by quant ratings after earnings season
Krispy Kreme Inc. reported earnings that were broadly in line with estimates and tightened its debt reduction target, signaling its recovery plan is gaining traction. The Charlotte, North Carolina–based company posted adjusted earnings before interest, taxes, depreciation, and amortization of $33.1 million, just ahead of the $30.6 million analyst consensus. The net loss of $22.8 million narrowed f...
Krispy Kreme Inc. reported earnings that were broadly in line with estimates and tightened its debt reduction target, signaling its recovery plan is gaining traction. The Charlotte, North Carolina–based company posted adjusted earnings before interest, taxes, depreciation, and amortization of $33.1 million, just ahead of the $30.6 million analyst consensus. The net loss of $22.8 million narrowed from $33.3 million a year earlier, though missed the $10.8 million loss analysts had predicted. Krispy Kreme now expects a net leverage ratio of less than 5.5 times in 2026 while generating positive cash flow, sharpening prior guidance . The company has been cutting debt and boosting profitability through refranchising, including the sale of its Japan operations and a reduced stake in its Western US joint venture. It plans to refranchise one or two more international businesses this year, and fully outsourced its US logistics as part of cost-cutting efforts. The company forecast 2026 net revenue of $1.25 billion to $1.35 billion, below analyst expectations of $1.46 billion. The company said Wall Street’s estimates don’t yet reflect recent asset sales. “Expansion is still part of our story,” Krispy Kreme Chief Executive Officer Josh Charlesworth said in an interview in light of plans to cut its stake in several businesses. The company plans to open at least 100 new shops this year, almost all likely to be franchised. Krispy Kreme recently entered the Netherlands. It plans to open in three to four new international markets this year. In the US, growth is being driven by sales through third-party retailers like Walmart Inc. and Target Corp. , delivery platforms and its app, Charlesworth said. Softer consumer sentiment hasn’t weighed on demand, he added. Addressing the rise of weight-loss drugs, Charlesworth said the company is focused on offering consumers choice, including smaller portion options like mini doughnuts.
ESAB press release ( ESAB ): Q1 GAAP EPS of $0.78. Revenue of $74.59M. Record total sales increased 10%, with core organic sales down 1% Accelerating ESAB’s compounder journey with equipment Acquisitions outperforming with EWM and Aktiv up double-digits More on ESAB ESAB Corporation: Welder With Ambitions ESAB announces CFO transition ESAB prices $1 billion of 5.625% senior notes due 2031 Seeking ...
ESAB press release ( ESAB ): Q1 GAAP EPS of $0.78. Revenue of $74.59M. Record total sales increased 10%, with core organic sales down 1% Accelerating ESAB’s compounder journey with equipment Acquisitions outperforming with EWM and Aktiv up double-digits More on ESAB ESAB Corporation: Welder With Ambitions ESAB announces CFO transition ESAB prices $1 billion of 5.625% senior notes due 2031 Seeking Alpha’s Quant Rating on ESAB Historical earnings data for ESAB
kim willems/iStock Editorial via Getty Images Back in February, I upgraded Celanese ( CE ) to a buy at around $54, arguing that the deleveraging progress and cost cuts had changed the risk profile enough to get involved despite weak demand. Since then, the stock ran up almost 20% before today's Q1'26 results sent it down about 9% to $62. What led to the drop? The headline numbers were missed. EPS ...
kim willems/iStock Editorial via Getty Images Back in February, I upgraded Celanese ( CE ) to a buy at around $54, arguing that the deleveraging progress and cost cuts had changed the risk profile enough to get involved despite weak demand. Since then, the stock ran up almost 20% before today's Q1'26 results sent it down about 9% to $62. What led to the drop? The headline numbers were missed. EPS looked alarming, free cash flow was weak and the macro backdrop has become a fair bit more complicated than it was three months ago. Driving this has been the Strait of Hormuz crisis that 's created supply chain and cost pressures across the chemical industry. In this article, I 'll contextualize these pieces and how they fit into the latest quarter and explain why the investment case remains intact. The macro backdrop: the Strait of Hormuz matters a lot for Celanese Before getting into the quarter , I think it's important to understand what has happened in the macro environment since my February upgrade. The reason for that is that it is directly relevant to Celanese's results and its forward guidance assumptions. For those who are following the conflict in the Middle East, the Strait of Hormuz has had direct implications for global methanol supply. Before the conflict, about a third of global seaborne methanol trade transited that route. Methanol is one of Celanese's primary acetyl chain feedstocks. European chemical and specialty materials manufacturers (including those that compete in Celanese's core end markets) have been facing energy cost surcharges of up to 30% as the disruption filters through to electricity and feedstock pricing. For Celanese specifically, the Ibn Sina JV in Saudi Arabia (which produces methanol and acetic acid) had most of its assets not operating for approximately six weeks due to shipping constraints and feedstock disruptions (source: Bloomberg). Management guided Ibn Sina's contribution as roughly flat year-over-year, which sounds contained un...