Enpro press release ( NPO ): Q1 Non-GAAP EPS of $2.14 beats by $0.06 . Revenue of $303M (+10.9% Y/Y) misses by $0.9M . Raising full-year 2026 guidance: Revenue growth in the range of 10% to 14% (prior 8% to 12% range) vs. estimated growth of 11.17% Y/Y , adjusted EBITDA* in the range of $315 million to $330 million and adjusted diluted earnings per share* in the range of $8.85 to $9.50 vs. $8.92 c...
Enpro press release ( NPO ): Q1 Non-GAAP EPS of $2.14 beats by $0.06 . Revenue of $303M (+10.9% Y/Y) misses by $0.9M . Raising full-year 2026 guidance: Revenue growth in the range of 10% to 14% (prior 8% to 12% range) vs. estimated growth of 11.17% Y/Y , adjusted EBITDA* in the range of $315 million to $330 million and adjusted diluted earnings per share* in the range of $8.85 to $9.50 vs. $8.92 consensus (prior $8.50 to $9.20) . More on Enpro Enpro Inc. (NPO) Presents at 36th Annual Pump, Valve, and Water Systems Symposium - Slideshow Enpro Inc. (NPO) Q4 2025 Earnings Call Transcript Enpro Inc. 2025 Q4 - Results - Earnings Call Presentation Enpro sees 8%-12% sales growth in 2026 while accelerating semiconductor recovery and integration of AlpHa, Overlook acquisitions Enpro Non-GAAP EPS of $1.99 beats by $0.08, revenue of $295.4M beats by $14.43M
Willis Lease Finance press release ( WLFC ): Q1 GAAP EPS of $3.26 beats by $0.81 . Revenue of $194.3M (+23.2% Y/Y) beats by $19.3M . Record high quarterly lease rent revenue of $77.4 million, an increase of 14.2% Record high quarterly maintenance services revenue of $9.8 million, an increase of 74.9% More on Willis Lease Finance Willis Lease Finance: Engine Leasing Strength Supports Strong Buy Rat...
Willis Lease Finance press release ( WLFC ): Q1 GAAP EPS of $3.26 beats by $0.81 . Revenue of $194.3M (+23.2% Y/Y) beats by $19.3M . Record high quarterly lease rent revenue of $77.4 million, an increase of 14.2% Record high quarterly maintenance services revenue of $9.8 million, an increase of 74.9% More on Willis Lease Finance Willis Lease Finance: Engine Leasing Strength Supports Strong Buy Rating (Rating Upgrade) Willis Lease Finance Corporation (WLFC) Q4 2025 Earnings Call Transcript Willis Lease Finance Corporation 2025 Q4 - Results - Earnings Call Presentation Willis Lease outlines asset management expansion with $1.6B in new funds while reporting record $193.6M Q4 revenue Seeking Alpha’s Quant Rating on Willis Lease Finance
fengdr/iStock via Getty Images Investment Thesis Ares Capital ( ARCC ) is the largest publicly traded business development company in the United States and is considered by many to be a gold standard BDC. For income investors, it has long been considered one of the safest harbors in the BDC universe—investment-grade rated (BBB/Baa2/BBB), conservatively levered, and with a dividend history that str...
fengdr/iStock via Getty Images Investment Thesis Ares Capital ( ARCC ) is the largest publicly traded business development company in the United States and is considered by many to be a gold standard BDC. For income investors, it has long been considered one of the safest harbors in the BDC universe—investment-grade rated (BBB/Baa2/BBB), conservatively levered, and with a dividend history that stretches back over two decades without a (base rate) cut. For dividend stability, ARCC is carrying approximately $988 million, or $1.38 per share, in estimated undistributed taxable income (spillover) rolled forward from 2025. That spillover alone represents roughly 72% of a full year's dividend payments and provides an enormous buffer against any near-term earnings shortfall. The portfolio remains higher quality, but one must be cognizant that the watchlist has increased while non-accruals on a fair value basis have remained relatively steady. ARCC has had their software portfolio reviewed, and the consultant found a very manageable number of companies with a high AI threat. With dividend stability and portfolio quality intact, I am placing a BUY rating on Ares Capital. The rationale behind the rating is part quality and part valuation. At the current price of $18.67, ARCC trades at 0.95x NAV and 8.5x net interest income ("NII"). ARCC typically trades at a 5% premium to NAV (the current discount of 4.7% has a z-score of -1.8, meaning it is 1.8 standard deviations below its average) and at 9.4x NII. I must state, however, that this is not as cheap as it sounds, as I believe it is close to a fair value given the private credit environment we are in. I do believe buying at the current valuation and collecting a 10% yield is compelling. For strong buy consideration, we would target 0.88x-0.90x NAV (~$17.25-$17.65)—a level achievable during moderate risk-off episodes that would put the P/NII ratio near its historical −1 standard deviation band (~8.27x) and offer a genuine margin ...
Graphic Packaging Holding press release ( GPK ): Q1 GAAP EPS of -$0.14 misses by $0.16 . Revenue of $2.16B (+1.9% Y/Y) beats by $110M . The Company is reiterating 2026 Net Sales, Adjusted EBITDA, and Adjusted EPS guidance of $8.4 billion to $8.6 billion (vs. consensus of $8.45B), $1.05 billion to $1.25 billion, and $0.75 to $1.15 (vs. consensus of $0.85) , respectively. The Company continues to ex...
Graphic Packaging Holding press release ( GPK ): Q1 GAAP EPS of -$0.14 misses by $0.16 . Revenue of $2.16B (+1.9% Y/Y) beats by $110M . The Company is reiterating 2026 Net Sales, Adjusted EBITDA, and Adjusted EPS guidance of $8.4 billion to $8.6 billion (vs. consensus of $8.45B), $1.05 billion to $1.25 billion, and $0.75 to $1.15 (vs. consensus of $0.85) , respectively. The Company continues to expect 2026 Adjusted Cash Flow in the range of $700 million to $800 million, and 2026 capital spending of approximately $450 million. More on Graphic Packaging Holding Graphic Packaging Holding: Falling Earnings Make This A Hold Graphic Packaging Holding Company (GPK) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Graphic Packaging Holding Company 2025 Q4 - Results - Earnings Call Presentation Graphic Packaging Holding Q1 2026 Earnings Preview Graphic Packaging, NextEra Energy to build 250 MW solar plant in Texas
Embecta press release ( EMBC ): Q2 Non-GAAP EPS of $0.27 misses by $0.15 . Revenue of $221.8M (-14.4% Y/Y) misses by $13.86M . Adjusted gross profit and margin of $131.8 million and 59.4%, compared to $165.0 million and 63.7% in the prior year period. Adjusted EBITDA and margin of $64.6 million and 29.1%, compared to $97.1 million and 37.5% in the prior year period. Announced a dividend of $0.01 p...
Embecta press release ( EMBC ): Q2 Non-GAAP EPS of $0.27 misses by $0.15 . Revenue of $221.8M (-14.4% Y/Y) misses by $13.86M . Adjusted gross profit and margin of $131.8 million and 59.4%, compared to $165.0 million and 63.7% in the prior year period. Adjusted EBITDA and margin of $64.6 million and 29.1%, compared to $97.1 million and 37.5% in the prior year period. Announced a dividend of $0.01 per share. FY25 Revenue $1.07B consensus (prior $1,071 - $1,093). Non-GAAP EPS of $2.82 consensus (prior $2.80 - $3.00).
McDonald's ( MCD ) is adding a new in-restaurant role called a beverage specialist to help make its new Refreshers and crafted sodas consistently and at quality as it rolls them out nationwide on May 6. The restaurant chain is adding the role because the drinks are more operationally complex than standard fountain beverages, with ingredients like fruit purée, popping boba, and cold foam that requi...
McDonald's ( MCD ) is adding a new in-restaurant role called a beverage specialist to help make its new Refreshers and crafted sodas consistently and at quality as it rolls them out nationwide on May 6. The restaurant chain is adding the role because the drinks are more operationally complex than standard fountain beverages, with ingredients like fruit purée, popping boba, and cold foam that require more careful assembly. The list of new beverages includes three refreshers. Customers can choose from mango pineapple flavor with strawberry boba, blackberry passion fruit flavor with freeze-dried dragon fruit, and a strawberry watermelon option. In addition, three crafted sodas are being added to the menu as the chain takes classic fountain drinks and enhances them with flavored syrups and sweet cold foam. Sprite Berry Blast will be infused with blue raspberry syrup and topped with cold foam, while Orange Dream is a spin on Hi-C Orange Lavaburst mixed with vanilla flavor and finished with cold foam, resembling a Creamsicle, and Dirty Dr Pepper is a classic Dr Pepper with vanilla flavor and a rich cold foam topping. McDonald's The dramatic beverage move reflects McDonald's ( MCD ) push into higher-margin, customizable drinks that can attract younger consumers and create more traffic beyond the lunch and dinner rush. It also builds on lessons from the now-defunct CosMc’s concept, which served as a test bed for premium drink ideas McDonald’s later adapted for the core brand. As part of the transition, McDonald's ( MCD ) executed an update of the McCafé brand with new logos and colors. "We had to reimagine the McCafé sub-brand to reflect this modernized portfolio, making it more fun, youthful, playful, and colorful—just like the new drinks themselves," stated the Chicago-based company. More on McDonald's McDonald's: Value Strategy Holds, But Not A Q1 Catalyst McDonald's: Fundamentally Solid With Rewarding Dividends But Almost Fully Valued McDonald's: On Track To 50,000 Stor...
The Iran war risked reigniting after the U.S. tried to force open the Strait of Hormuz, though a ceasefire seemed to be holding Tuesday even after the United Arab Emirates said Iran fired missiles and drones at it. (Image credit: Amirhosein Khorgooi/AP)
The Iran war risked reigniting after the U.S. tried to force open the Strait of Hormuz, though a ceasefire seemed to be holding Tuesday even after the United Arab Emirates said Iran fired missiles and drones at it. (Image credit: Amirhosein Khorgooi/AP)
Cameco press release ( CCJ ): Q1 Non-GAAP EPS of $0.47 beats by $0.22 . Revenue of $845M (+7.1% Y/Y) beats by $249.8M . More on Cameco Corporation Cameco: A Buy For The Nuclear Future When It Dips Under $120 Cameco: An Expensive Must Have Cameco's Hidden Advantage - Inventory, Contracts, And Market Control Cameco Q1 2026 Earnings Preview Cameco Q4 2025 Earnings Preview
Cameco press release ( CCJ ): Q1 Non-GAAP EPS of $0.47 beats by $0.22 . Revenue of $845M (+7.1% Y/Y) beats by $249.8M . More on Cameco Corporation Cameco: A Buy For The Nuclear Future When It Dips Under $120 Cameco: An Expensive Must Have Cameco's Hidden Advantage - Inventory, Contracts, And Market Control Cameco Q1 2026 Earnings Preview Cameco Q4 2025 Earnings Preview
BEV sales jumped nearly 60% in April, taking total electric car registrations to more than 2m, says SMMT Business live – latest updates A recent jump in electric car sales in the UK is likely to be “tempered” by worries over rising inflation and energy prices caused by the Iran war, a leading industry body has warned. New car sales in the UK rose by 24% year on year to 149,247 in April, according ...
BEV sales jumped nearly 60% in April, taking total electric car registrations to more than 2m, says SMMT Business live – latest updates A recent jump in electric car sales in the UK is likely to be “tempered” by worries over rising inflation and energy prices caused by the Iran war, a leading industry body has warned. New car sales in the UK rose by 24% year on year to 149,247 in April, according to the Society of Motor Manufacturers and Traders (SMMT). Continue reading...
Westlake Corporation press release ( WLK ): Q1 Non-GAAP EPS of -$0.77 misses by $0.53 . Revenue of $2.65B (-7.0% Y/Y) misses by $130M . EBITDA of $235 million for the first quarter of 2026 decreased by $60 million compared to first quarter 2025 EBITDA of $295 million. First quarter 2026 EBITDA increased by $39 million compared to fourth quarter 2025 EBITDA of $196 million. Net cash used for operat...
Westlake Corporation press release ( WLK ): Q1 Non-GAAP EPS of -$0.77 misses by $0.53 . Revenue of $2.65B (-7.0% Y/Y) misses by $130M . EBITDA of $235 million for the first quarter of 2026 decreased by $60 million compared to first quarter 2025 EBITDA of $295 million. First quarter 2026 EBITDA increased by $39 million compared to fourth quarter 2025 EBITDA of $196 million. Net cash used for operating activities was $94 million for the first quarter of 2026 and capital expenditures were $209 million. As of March 31, 2026, cash, cash equivalents and fixed-income investments were $2.5 billion and total debt was $5.6 billion. More on Westlake Corporation Westlake Corporation (WLK) Presents at JPMorgan Industrials Conference 2026 Transcript Westlake: Capacity Capitulation Bottoming Out Market (Rating Downgrade) Westlake: Why The 2025-2026 Bounce Is 'Way Too Early' Westlake Corporation Q1 2026 Earnings Preview Westlake Chemical Partners LP names new CFO
Key PointsThe real leverage in AI lies in the enabling infrastructure (such as interconnects and orchestration layers), where smaller, specialized players can capture outsized gains.
Key PointsThe real leverage in AI lies in the enabling infrastructure (such as interconnects and orchestration layers), where smaller, specialized players can capture outsized gains.
In this article BLSH Follow your favorite stocks CREATE FREE ACCOUNT A toy with the Bullish logo, a cryptocurrency exchange operator, is displayed during the company's IPO at the New York Stock Exchange (NYSE) in New York City, U.S., August 13, 2025. Brendan McDermid | Reuters Cryptocurrency exchange Bullish said on Tuesday that it is set to buy global transfer agent Equiniti in a transaction...
In this article BLSH Follow your favorite stocks CREATE FREE ACCOUNT A toy with the Bullish logo, a cryptocurrency exchange operator, is displayed during the company's IPO at the New York Stock Exchange (NYSE) in New York City, U.S., August 13, 2025. Brendan McDermid | Reuters Cryptocurrency exchange Bullish said on Tuesday that it is set to buy global transfer agent Equiniti in a transaction valued at $4.2 billion. The transaction includes about $1.85 billion of assumed debt and roughly $2.35 billion in Bullish stock, the company said. Bullish shares fell 7% premarket. Equiniti processes about $500 billion in annual payments and supports over 20 million verified shareholders. The deal is expected to close in January 2027, subject to regulatory approvals, Bullish added. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.