格隆汇5月6日｜据中国贸易救济信息网，4月30日，美国国际贸易委员会(ITC)发布公告称，对特定有源电缆及其组件(Certain Active Electrical Cables and Components Thereof，调查编码：337-TA-1446)作出337部分终裁，对本案行政法官于2026年4月14日作出的初裁(No.43、44)不予复审，即基于和解，终止对列名被告美国Molex, ...
格隆汇5月6日｜据中国贸易救济信息网，4月30日，美国国际贸易委员会(ITC)发布公告称，对特定有源电缆及其组件(Certain Active Electrical Cables and Components Thereof，调查编码：337-TA-1446)作出337部分终裁，对本案行政法官于2026年4月14日作出的初裁(No.43、44)不予复审，即基于和解，终止对列名被告美国Molex, LLC, Lisle, Ill.、爱尔兰TE Connectivity PLC, Galway, Ireland的调查；本案调查全部终止。
Ingram Micro Holding ( INGM ) said Ingram Holdco, an affiliate of Platinum Equity, plans a secondary public offering of 12.74 million shares of common stock, priced at $26 each. In addition, the selling stockholder has granted the underwriters a 30-day option to purchase up to an additional 1,730,769 shares at the public offering price, less underwriting discounts and commissions. More on Ingram M...
Ingram Micro Holding ( INGM ) said Ingram Holdco, an affiliate of Platinum Equity, plans a secondary public offering of 12.74 million shares of common stock, priced at $26 each. In addition, the selling stockholder has granted the underwriters a 30-day option to purchase up to an additional 1,730,769 shares at the public offering price, less underwriting discounts and commissions. More on Ingram Micro Holding Corporation Ingram Micro Holding Corporation (INGM) Q1 2026 Earnings Call Transcript Ingram Micro Holding: A Record Q4 Handed Back By A Secondary Offering Ingram Micro Holding Corporation 2025 Q4 - Results - Earnings Call Presentation Ingram Micro launches $330M secondary offering, plans share buyback Ingram Micro Holding Corporation raises dividend by 2.4%
Getty Images Levi Strauss ( LEVI ) appears to have delivered strong results for the first quarter of 2026, with increasing sales across all channels and geographic regions. The firm's balance sheet also looks solid with attractive liquidity ratios and a manageable amount of debt. On the other hand, however, I believe that the macroeconomic headwinds are too strong and are likely going to impact LE...
Getty Images Levi Strauss ( LEVI ) appears to have delivered strong results for the first quarter of 2026, with increasing sales across all channels and geographic regions. The firm's balance sheet also looks solid with attractive liquidity ratios and a manageable amount of debt. On the other hand, however, I believe that the macroeconomic headwinds are too strong and are likely going to impact LEVI's financial performance in the near future negatively. Also, the improvement of the EPS is almost entirely driven by the increase in other income, which is not directly related to their operations. For these reasons, I do not believe that LEVI is currently attractively priced. Sales and Profitability No doubt that LEVI's Q1 results are impressive. Despite all the macroeconomic headwinds in 2026 - more on these later - the company managed to keep the demand high for their products and achieve double-digit sales growth. Income statement (Levi Strauss) Let us break down the revenue a bit more. First, let us look at the sales by channel. Revenue in wholesale and DTC both grew meaningfully year-over-year, with DTC posting the higher growth - a result of higher online traffic and higher units per transaction. It is important because DTC is normally higher margin, and the brand itself has better control on their products. Currently, DTC is almost making up 50% of the total sales. The only region where DTC is still lower than wholesale is the Americas. When breaking down the revenue by geography, we can also see that growth took place in all regions, which is appealing in my opinion, as the company is not overly reliant on any single region for growth or for sales in general. Revenues (Levi Strauss) Additionally, there are two more points that I would like to highlight here that are related to profitability and growth: the sale of Dockers and the importance of other income to the bottom line results. LEVI finalised the sale of Dockers earlier this year, which many viewed as the ...