Park-Ohio press release ( PKOH ): Q1 Non-GAAP EPS of $0.65 in-line. Revenue of $421M (+3.8% Y/Y) beats by $7.1M . EBITDA (as defined) of $34.3 million; EBITDA (as defined) margin of 8.1%. Full Year 2026 Outlook Reaffirmed As we continue to optimize our portfolio and operations to align with key macroeconomic trends – including AI-driven data center expansion, electrical infrastructure investment, ...
Park-Ohio press release ( PKOH ): Q1 Non-GAAP EPS of $0.65 in-line. Revenue of $421M (+3.8% Y/Y) beats by $7.1M . EBITDA (as defined) of $34.3 million; EBITDA (as defined) margin of 8.1%. Full Year 2026 Outlook Reaffirmed As we continue to optimize our portfolio and operations to align with key macroeconomic trends – including AI-driven data center expansion, electrical infrastructure investment, and the reshoring of industrial supply chains – we are reaffirming our previously-announced full year 2026 guidance as follows: Net Sales: $1.675 billion to $1.710 billion, an increase of 5% to 7% over 2025 vs. consensus of $1.69B Adjusted EPS: $2.90 to $3.20 per diluted share, an increase of 7% to 19% over 2025 vs. consensus of $3.10 EBITDA (as defined): 8-9% of Net Sales Free Cash Flow: $20 million to $30 million More on Park-Ohio Park-Ohio Holdings Corp. 2025 Q4 - Results - Earnings Call Presentation Park-Ohio Holdings Corp. (PKOH) Q4 2025 Earnings Call Transcript Park-Ohio outlines 5%–7% revenue growth target for 2026 while investing for margin expansion Seeking Alpha’s Quant Rating on Park-Ohio Historical earnings data for Park-Ohio
About 5,000 councillors and six mayors up for election in England, while Scotland chooses 129 MSPs, and Wales selects 96 members of the Senedd Here is the message to voters from Ed Davey , the Lib Dem leader. The polls are open, and the choice is clear. We have less than 24 hours to stop Reform and defend the country we love from Nigel Farage’s Trump-style politics. We’ve now seen what Reform look...
About 5,000 councillors and six mayors up for election in England, while Scotland chooses 129 MSPs, and Wales selects 96 members of the Senedd Here is the message to voters from Ed Davey , the Lib Dem leader. The polls are open, and the choice is clear. We have less than 24 hours to stop Reform and defend the country we love from Nigel Farage’s Trump-style politics. We’ve now seen what Reform looks like in power - banning journalists, scrapping renewables, closing care homes and raising council tax despite their promises. Our communities can’t afford that chaos. Continue reading...
tadamichi/iStock via Getty Images The following segment was excerpted from Carillon Eagle Small Cap Growth Fund Q1 2026 Commentary. Details Top holdings Top Holdings Average Weight (%) Contribution to Return (%) - Gross Applied Optoelectronics ( AAOI ) 0.97 0.88 Modine Manufacturing ( MOD ) 1.47 0.69 Powell Industries ( POWL ) 1.12 0.66 Solstice Advanced Materials ( SOLS ) 1.52 0.54 Archrock ( ARO...
tadamichi/iStock via Getty Images The following segment was excerpted from Carillon Eagle Small Cap Growth Fund Q1 2026 Commentary. Details Top holdings Top Holdings Average Weight (%) Contribution to Return (%) - Gross Applied Optoelectronics ( AAOI ) 0.97 0.88 Modine Manufacturing ( MOD ) 1.47 0.69 Powell Industries ( POWL ) 1.12 0.66 Solstice Advanced Materials ( SOLS ) 1.52 0.54 Archrock ( AROC ) 1.82 0.50 Click to enlarge As of March 31, 2026. The information provided above should not be construed as a recommendation to buy, sell, or hold any particular security. The data are shown for informational purposes only and are not indicative of future portfolio characteristics or returns. Portfolio holdings are not stagnant and may change over time without prior notice. Past performance does not guarantee future results. Please note that the holdings identified do not represent all of the securities purchased, sold, or recommended for the fund. Applied Optoelectronics supplies fiber-optic networking products used in high-speed cable networks and increasingly used in artificial intelligence (AI) data centers. The company reported a healthy quarter and discussed winning major new orders from large hyperscale customers. The company also has made progress on a new US-based facility that is expected to increase its capacity to serve other hyperscale customers next year. Modine Manufacturing provides mission-critical thermal management solutions. It delivered strong performance driven by its growing exposure to data center cooling. The company is well positioned to benefit from accelerating investment in high-performance computing and artificial intelligence infrastructure. Management raised expectations during the quarter, indicating they now expect to significantly exceed their recently issued multi-year data center revenue targets. The announced sale of its Performance Technologies segment – serving lower-growth, lower-margin automotive and transportation markets – tran...
J Studios/DigitalVision via Getty Images Performance Review The Floating Rate Strategies Fund (Institutional Class) returned -0.49 percent in the first quarter of 2026 compared to the S&P UBS Leveraged Loan Index return of -0.47 percent for the period. The fund saw generally strong selection in bank loans for the period, and positioning was the largest driver of positive relative performance. The ...
J Studios/DigitalVision via Getty Images Performance Review The Floating Rate Strategies Fund (Institutional Class) returned -0.49 percent in the first quarter of 2026 compared to the S&P UBS Leveraged Loan Index return of -0.47 percent for the period. The fund saw generally strong selection in bank loans for the period, and positioning was the largest driver of positive relative performance. The fund's large underweight to the tech sector (-930 basis points) was the single largest driver of relative performance, alongside up-in-quality positioning via an overweight to BBs. Lingering idiosyncratic issues were the main detractors to performance, namely the markdown of restructured positions in the consumer sector and several stressed technology holdings. As of Mar. 31, the portfolio was overweight BBs by 600 basis points, underweight Bs by 1700 basis points, and underweight CCCs by 120 basis points. The B underweight has grown as the portfolio repositioned some of its B-rated exposure into structured credit positions during the quarter. Strategy and Positioning Credit selection was highlighted during the quarter as the market looks to differentiate between winners and losers in the AI efficiency race. Sector and subsector dispersion was the highest in some time. Our base case is for volatility to persist for the foreseeable future as the market will need to work to refinance $150 billion of the lowest rung of B-rated issuance maturing in 2028 and as liability management exercises continue to erode first lien recoveries. In terms of positioning, we believe it is prudent to trim risk given the growing signs of tail risk in the market. While we expect the U.S. economy to perform (although the war in Iran introduces new risks to this outlook), the bank loan market remains susceptible to increased volatility given these risks. We believe positioning the portfolio appropriately today will put us in a good position to take advantage of a market selloff. Process wise, given ...
Stocks with hefty dividend yields have gotten harder and harder to find as more companies use buybacks to distribute extra cash. Fund investors might want to follow their lead. While the is having another strong year, up 7.6% so far in 2026, dividends haven’t been a huge part of the picture.
Stocks with hefty dividend yields have gotten harder and harder to find as more companies use buybacks to distribute extra cash. Fund investors might want to follow their lead. While the is having another strong year, up 7.6% so far in 2026, dividends haven’t been a huge part of the picture.
Age Verification PsyOp? Kids Bypass UK Government Tech With Fake Moustaches Authored by Steve Watson via Modernity.news, The UK government’s much-hyped age verification system for social media has been reduced to a joke overnight – and the punchline is being delivered by schoolkids armed with makeup pencils and fake facial hair. A damning new report from Internet Matters reveals that more than a t...
Age Verification PsyOp? Kids Bypass UK Government Tech With Fake Moustaches Authored by Steve Watson via Modernity.news, The UK government’s much-hyped age verification system for social media has been reduced to a joke overnight – and the punchline is being delivered by schoolkids armed with makeup pencils and fake facial hair. A damning new report from Internet Matters reveals that more than a third of UK children have already figured out how to dodge the latest “safeguards” imposed under the draconian Online Safety Act. Methods include entering fake birthdays, borrowing logins, and – most hilariously – drawing on fake moustaches to fool facial age estimation tech. One parent admitted catching her son using an eyebrow pencil; the system promptly verified him. The UK government’s age verification checks have been brought down by children wearing fake moustache’s Brilliant pic.twitter.com/FvSAiKaZ6r — Basil the Great (@BasilTheGreat) May 5, 2026 This comes as ministers double down on plans to restrict or outright ban social media access for under-16s. Just days ago, Education Secretary Bridget Phillipson and junior minister Olivia Bailey confirmed the government will impose “some form of age or functionality restrictions” regardless of whether a full ban is enacted. A national consultation on the policy closes later this month, with pilots already running in hundreds of homes testing bans, time limits, and digital curfews. But the farce unfolding in real time shows exactly why these measures were always doomed to fail – or, more cynically, why they were designed to fail. I suspect it’s fake news so they can push for ID verifications — Fellow Noticer (@Sendem_Bach) May 5, 2026 Either the architects of this scheme are completely incompetent, or this is a deliberate ploy to make the whole thing look ridiculous. Why? To curtail resistance and downplay the inevitable next step: mandatory digital ID. Age verification, or more properly defined as "identity verification," w...
HK01 will host the 2nd "AI Transformation Solution Day" at the Hong Kong Convention and Exhibition Centre (HKCEC) on 15 May. The event will bring together tech giants, industry leaders, and artificial intelligence (AI) enterprises to present over 20 keynote speeches, panel discussions, and thematic seminars. Representatives from global tech titans, including NVIDIA, Microsoft, AWS, Cisco, and IBM,...
HK01 will host the 2nd "AI Transformation Solution Day" at the Hong Kong Convention and Exhibition Centre (HKCEC) on 15 May. The event will bring together tech giants, industry leaders, and artificial intelligence (AI) enterprises to present over 20 keynote speeches, panel discussions, and thematic seminars. Representatives from global tech titans, including NVIDIA, Microsoft, AWS, Cisco, and IBM, will share commercial AI strategies. Experts will conduct practical masterclasses on the latest AI
Greggory DiSalvo/iStock via Getty Images By Padhraic Garvey, CFA , Regional Head of Research, Americas and Benjamin Schroeder , Senior Rates Strategist Another day of waiting is likely through Thursday, and then we have an end game of sorts Another waiting game was initiated on Wednesday by the US. Apparently it's for "48 hours". So we'll be none the wiser as we progress through Thursday. The imme...
Greggory DiSalvo/iStock via Getty Images By Padhraic Garvey, CFA , Regional Head of Research, Americas and Benjamin Schroeder , Senior Rates Strategist Another day of waiting is likely through Thursday, and then we have an end game of sorts Another waiting game was initiated on Wednesday by the US. Apparently it's for "48 hours". So we'll be none the wiser as we progress through Thursday. The immediate soundings are remarkably positive, despite the lack of details. Given what we can scrape and glean, the nuts and bolts of the framework for an agreement sound similar to the type of deal that had been under discussion in Pakistan through 11/12 April. Back then, by all accounts, there was a uranium enrichment ban bid/offer stretching from 5 years (Iran preference) to 20 years (US preference). But US Vice President Vance walked away without an agreement. Subsequent weeks helped explain why. The soundings out of Iran had shown a contentious "no" to a ban on enrichment. And to boot, an ambition to maintain a degree of "monitoring control" over the Strait of Hormuz post the war, or at least as part of a future agreement. Accepted, there is absolutely some hard bargaining going on here. But there is also a sense of unease that Iran genuinely has these two hard lines that it is not willing to cross. If so, and we don't have an agreement, the risk could increase to a kinetic rekindling. The US does not want to go there. The "Epic Fury" is apparently over. But something must give. The market is betting on an agreement, mostly as a continuation of the war is not a stable outcome and does not really suit either side. It may well be that other players impact the outcome. Last week an Iranian delegation met the Russians, who no doubt said, keep up the good work. This week there is a meeting with the Chinese, and the soundings from there are likely along the lines that this needs to end. While the Chinese will not mind the bind that the US has found itself in, they, at the same tim...
Welcome to the Thursday issue of India Edition; I’m Menaka Doshi . Each week, I bring you a ringside view of the billionaires, businesses and policy decisions behind India’s rise as an emerging economic powerhouse. You can subscribe here , and share feedback with me here . This week: Something rotten in the state of Tata, interest in derivatives is falling and Korean stocks hit another milestone. ...
Welcome to the Thursday issue of India Edition; I’m Menaka Doshi . Each week, I bring you a ringside view of the billionaires, businesses and policy decisions behind India’s rise as an emerging economic powerhouse. You can subscribe here , and share feedback with me here . This week: Something rotten in the state of Tata, interest in derivatives is falling and Korean stocks hit another milestone. Tata Does It Again Over its 100-year history, Bombay House, the Tata Group headquarters in Mumbai, has witnessed many epic power struggles . But none like this one. At a time of financial challenges across key group companies the top guard is intent on unseating each other. In February, the decision on a third term for Tata Sons Chairman N Chandrasekaran was deferred, casting a shadow on his ambitious new technology and manufacturing ventures. On Friday, a trusted friend of Ratan Tata may get ousted from Tata Trusts. Power battles, regulatory uncertainties and the existential issue of a public listing have intertwined to cloud the future of India’s $180 billion steel-to-salt conglomerate. How did it come to this? When he died two years ago, Ratan Tata left behind three competing power centers in charge of the group’s principal investment holding company Tata Sons and its owner Tata Trusts, which hold a 66% share. Homegrown leader Natarajan Chandrasekaran was CEO of the group’s most valuable company, TCS, before being appointed chairman of Tata Sons in 2017. Noel Tata is Ratan’s estranged half-brother, who’s waited in the shadows for his turn to lead the group. He took over as chairman of Tata Trusts in October 2024 and serves as nominee director on Tata Sons’ board. Other dramatis personae include Ratan’s friends, such as industrialist Venu Srinivasan, retired bureaucrat Vijay Singh and long-time confidant Mehli Mistry – who are either directors of Tata Sons or trustees of Tata Trusts, or in Srinivasan’s case, both. Maybe Ratan hoped their differences would serve as checks ...
Acushnet Holdings Corp. ( GOLF ) declares $0.255/share quarterly dividend , in line with previous. Forward yield 1.19% Payable June 22; for shareholders of record June 5; ex-div June 5. See GOLF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Acushnet Holdings Corp. Acushnet Holdings Corp. (GOLF) Q1 2026 Earnings Call Transcript Acushnet Holdings: The Tailwind Is Priced In Acushnet Hol...
Acushnet Holdings Corp. ( GOLF ) declares $0.255/share quarterly dividend , in line with previous. Forward yield 1.19% Payable June 22; for shareholders of record June 5; ex-div June 5. See GOLF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Acushnet Holdings Corp. Acushnet Holdings Corp. (GOLF) Q1 2026 Earnings Call Transcript Acushnet Holdings: The Tailwind Is Priced In Acushnet Holdings Corp. 2025 Q4 - Results - Earnings Call Presentation Acushnet outlines 2026 net sales of $2.625B-$2.675B while shifting Titleist GTS metals launch into Q2 Acushnet Holdings Corp. Q1 2026 Earnings Preview
(RTTNews) - Klépierre SA (KLPEF, LI.PA), a French Real Estate Investment Trust, on Tuesday reported higher rental income in the first quarter of 2026 compared with the previous year.
(RTTNews) - Klépierre SA (KLPEF, LI.PA), a French Real Estate Investment Trust, on Tuesday reported higher rental income in the first quarter of 2026 compared with the previous year.