Lumexa Imaging Holdings, Inc. press release ( LMRI ): Q1 Non-GAAP EPS of $0.18 beats by $0.06 . Revenue of $252.2M beats by $1.01M . System-wide revenue growth of 4.0% Same center advanced volume growth: 5.6% for both consolidated and system-wide Net income of $1.7 million as compared to net loss of $7.7 million Adjusted EBITDA of $51.2 million as compared to $51.0 million; and a 20.3% Adjusted EB...
Lumexa Imaging Holdings, Inc. press release ( LMRI ): Q1 Non-GAAP EPS of $0.18 beats by $0.06 . Revenue of $252.2M beats by $1.01M . System-wide revenue growth of 4.0% Same center advanced volume growth: 5.6% for both consolidated and system-wide Net income of $1.7 million as compared to net loss of $7.7 million Adjusted EBITDA of $51.2 million as compared to $51.0 million; and a 20.3% Adjusted EBITDA margin More on Lumexa Imaging Holdings, Inc. Lumexa Imaging Holdings, Inc. (LMRI) Q4 2025 Earnings Call Transcript Lumexa Imaging: Clearer Growth Path Ahead Lumexa Imaging Holdings, Inc. (LMRI) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Lumexa Imaging Holdings, Inc. reports Q4 results Historical earnings data for Lumexa Imaging Holdings, Inc.
phakphum patjangkata/iStock via Getty Images It’s been well over two years since the first time I covered Intuit Inc. ( INTU ), so now that its earnings are coming up and with the recent share price decline, I thought it would be a good time to revisit. Since the first article, when I was waiting for earnings to improve , the company’s share price declined around 29% vs. the SPY’s ( SPY ) 64% incr...
phakphum patjangkata/iStock via Getty Images It’s been well over two years since the first time I covered Intuit Inc. ( INTU ), so now that its earnings are coming up and with the recent share price decline, I thought it would be a good time to revisit. Since the first article, when I was waiting for earnings to improve , the company’s share price declined around 29% vs. the SPY’s ( SPY ) 64% increase. I got my wish. Earnings improved tremendously, leading me to rerate the company to a buy. Briefly On Performance Looking at the company’s revenue performance in the last three years, we can see that there has been a steady and quite decent growth. I calculated its 3-year CAGR to be around 14%, which is respectable. The company is already at over $20B on a TTM revenue basis. Seeking Alpha During the same period, the company’s profitability and efficiency improved quite a bit as well. Margins across the board expanded dramatically, besides gross margins, which were already over 80%, so I don’t think there was space for any more improvements here. The other margins improved anywhere from 551bps to 735bps. This is a fantastic improvement in profitability, which, along with the share price declines, led to the company’s multiples contracting. Seeking Alpha Looking at the other key efficiency and profitability metrics, since its bottom line improved considerably over the three years, INTU’s ROA, ROE, and ROTC followed suit. These metrics also essentially doubled since the last time I covered the company back in 2023, and that is a very good result. The management did a commendable job at utilizing the company’s assets, as well as shareholder capital, and thus created value. Also, ROTC is well above 10% I look for in an investment, which means I would be looking to add a smaller premium to my DCF calculation in a later section. It seems the company’s pricing power is improving, along with its moat. Seeking Alpha Let’s take a look at the company’s financial situation. INTU’s ...
Micron (NASDAQ: MU) is becoming a critical player in the AI memory shortage, and its connection to next-generation AI platforms could reshape the stock's growth story. With supply sold out, margins surging, and Wall Street still pricing in cyclical risk, the setup creates a power
Micron (NASDAQ: MU) is becoming a critical player in the AI memory shortage, and its connection to next-generation AI platforms could reshape the stock's growth story. With supply sold out, margins surging, and Wall Street still pricing in cyclical risk, the setup creates a power
Market Domination Overtime host Josh Lipton takes a look at the top stories for investors to watch on Wednesday, May 13, including President Trump's meeting with Chinese President Xi, Alibaba (BABA) and Cisco (CSCO) earnings, April's Producer Price Index (PPI) data, and commentary from Federal Reserve officials.
Market Domination Overtime host Josh Lipton takes a look at the top stories for investors to watch on Wednesday, May 13, including President Trump's meeting with Chinese President Xi, Alibaba (BABA) and Cisco (CSCO) earnings, April's Producer Price Index (PPI) data, and commentary from Federal Reserve officials.
American Integrity Insurance Group press release ( AII ): Q1 Non-GAAP EPS of $1.03 beats by $0.03 . Revenue of $90.9M beats by $0.11M . Net premiums earned of $82.2 million, an increase of 25.7% compared to the first quarter of 2025 Policies-in-force were 437,308 at March 31, 2026, up 14.1% over March 31, 2025 Combined ratio of 75.0% in the first quarter of 2026, compared to 42.9% in the first qua...
American Integrity Insurance Group press release ( AII ): Q1 Non-GAAP EPS of $1.03 beats by $0.03 . Revenue of $90.9M beats by $0.11M . Net premiums earned of $82.2 million, an increase of 25.7% compared to the first quarter of 2025 Policies-in-force were 437,308 at March 31, 2026, up 14.1% over March 31, 2025 Combined ratio of 75.0% in the first quarter of 2026, compared to 42.9% in the first quarter of 2025 Wrote 94,126 new and renewal policies in the voluntary market, an increase of 22% compared to the first quarter of 2025 driven by growth in the Tri-County region and middle-aged roofs within our core state of Florida and geographic expansion outside of Florida Assumed 584 policies, including 42 commercial residential policies, from Citizens Property Insurance Corporation (“Citizens”), compared to 16,632 policies assumed in the first quarter of 2025. Take-outs decreased as fewer policies from Citizens met our underwriting and targeted profitability standards More on American Integrity Insurance Group American Integrity Insurance Group, Inc. (AII) Q4 2025 Earnings Call Transcript American Integrity Insurance Group appoints Brian Foley as CFO American Integrity projects continued organic growth and targets higher average premiums amid strategic expansion Seeking Alpha’s Quant Rating on American Integrity Insurance Group Historical earnings data for American Integrity Insurance Group
Postmedia ( PCDAF ) on Tuesday said it will exit its flyer distribution business following a strategic review as the Canadian media company focuses on growth areas and adapts to changing consumer behavior. The company said the wind-down will begin June 8 and be completed by Aug. 31, 2026. The move will affect about 50 full-time and 200 part-time positions tied to the flyer distribution network. Mo...
Postmedia ( PCDAF ) on Tuesday said it will exit its flyer distribution business following a strategic review as the Canadian media company focuses on growth areas and adapts to changing consumer behavior. The company said the wind-down will begin June 8 and be completed by Aug. 31, 2026. The move will affect about 50 full-time and 200 part-time positions tied to the flyer distribution network. More on Postmedia Network Canada Corp. Historical earnings data for Postmedia Network Canada Corp. Financial information for Postmedia Network Canada Corp.
Pharvaris press release ( PHVS ): Q1 GAAP EPS of -€0.59. Cash and cash equivalents were €247 million as of March 31, 2026, compared to €292 million for December 31, 2025. More on Pharvaris Pharvaris N.V. (PHVS) Presents at CIIC Spring 2026 Conference - Slideshow Pharvaris N.V. (PHVS) Presents at 2026 Global Angioedema Leadership Conference - Slideshow Pharvaris N.V. (PHVS) Presents at American Aca...
Pharvaris press release ( PHVS ): Q1 GAAP EPS of -€0.59. Cash and cash equivalents were €247 million as of March 31, 2026, compared to €292 million for December 31, 2025. More on Pharvaris Pharvaris N.V. (PHVS) Presents at CIIC Spring 2026 Conference - Slideshow Pharvaris N.V. (PHVS) Presents at 2026 Global Angioedema Leadership Conference - Slideshow Pharvaris N.V. (PHVS) Presents at American Academy of Allergy, Asthma & Immunology (AAAAI) 2026 Annual Meeting - Slideshow Pharvaris prices $115M stock offering Seeking Alpha’s Quant Rating on Pharvaris
fadfebrian/iStock via Getty Images Co-authored by Relative Value Overview In December 2025, we covered the IPO of BFH-A . As Bread Financial Holdings ( BFH ) just issued the 8.875% Fixed-Reset Rate Non-Cumulative Preferred Stock Series B ( BRFNL ), we'll put some effort into describing the new security. We'll see how it differs from its older "brother," and why, while I find it a somewhat better p...
fadfebrian/iStock via Getty Images Co-authored by Relative Value Overview In December 2025, we covered the IPO of BFH-A . As Bread Financial Holdings ( BFH ) just issued the 8.875% Fixed-Reset Rate Non-Cumulative Preferred Stock Series B ( BRFNL ), we'll put some effort into describing the new security. We'll see how it differs from its older "brother," and why, while I find it a somewhat better pick than BFH-A, I still rate it at a "Hold" at its current price. For this conclusion, I'll need to go through the company's debt, the relative valuation of the new security to its peers, and the broader market conditions as I see them at the moment. We've covered the capital structure and dividend coverage for the preferred payments when BFH-A was issued, so here we'll only check how these metrics have changed half a year and a new preferred issue later. BFH-B IPOd on May 5, 2026, the new preferred stock is still trading OTC with its temporary ticker BRFNL (BRFNV before that). Once listed on the NYSE exchange, it will receive its permanent BFH-B symbol. While BFH-A is a fixed-rate perpetuity, BFH-B is structured as a fixed-rate/reset preferred, again with no stated maturity date. It will pay an 8.875% annual non-cumulative dividend, eligible for the preferential income tax rate, in $0.5547 quarterly distributions until its call date on Dec. 15, 2031. The first payment date is on Sept. 15, 2026, so the first dividend will be irregular in size, amounting to approximately $0.7581. At the moment, BRFNL (BFH-B) is priced at $25.08, with a current yield of 8.85% and a yield to call of 9.07% calculated by the XIRR function: BFH-B YTC calculation (Author's Spreadsheet) If the preferred is not redeemed on Dec. 15, 2031, its coupon will be reset to 4.804 percentage points above the five-year U.S. Treasury rate at that time. BFH-B can be redeemed at any dividend payment date thereafter, and again, if not, its coupon will be reset every five years, as described. For anyone willing to ...
imaginima/iStock via Getty Images American Electric Power ( AEP ) down 3.1% post-market Tuesday after announcing a registered offering of $2.6B of common shares, with all shares expected to be borrowed and sold to the underwriters and offered in connection with forward sale agreements. The company is offering the shares in the $127-$129 range, Bloomberg reported, representing a discount of as much...
imaginima/iStock via Getty Images American Electric Power ( AEP ) down 3.1% post-market Tuesday after announcing a registered offering of $2.6B of common shares, with all shares expected to be borrowed and sold to the underwriters and offered in connection with forward sale agreements. The company is offering the shares in the $127-$129 range, Bloomberg reported, representing a discount of as much as 3.7% to the $131.94 closing price. AEP ( AEP ) said it expects to enter into forward sale agreements with Bank of America, Goldman Sachs, and Morgan Stanley, under which AEP will issue and sell to the forward counterparties an aggregate $2.6B of common shares at an initial forward sale price per share equal to the price per share at which the underwriters purchase the shares in the offering. The underwriters likely will be granted an option to purchase up to an additional $390M of shares of AEP ( AEP ) common shares upon the same terms. AEP ( AEP ) said it expects to use the net proceeds from the offering for general corporate purposes, which may include capital contributions to its utility subsidiaries, acquisitions and/or repayment of debt. More on American Electric Power American Electric Power: Growth Is Happening Even Faster Than Expected American Electric Power: Attractive Transmission Exposure But Elevated Valuations American Electric Power Q1 2026 Earnings Call Presentation
Zentalis Pharmaceuticals press release ( ZNTL ): Q1 GAAP EPS of -$0.50 misses by $0.03 . Cash Position: Cash, cash equivalents and marketable securities were $211.8 million as of March 31, 2026, compared to $245.9 million as of December 31, 2025. The company believes that its existing cash, cash equivalents and marketable securities as of March 31, 2026 will be sufficient to fund its operating exp...
Zentalis Pharmaceuticals press release ( ZNTL ): Q1 GAAP EPS of -$0.50 misses by $0.03 . Cash Position: Cash, cash equivalents and marketable securities were $211.8 million as of March 31, 2026, compared to $245.9 million as of December 31, 2025. The company believes that its existing cash, cash equivalents and marketable securities as of March 31, 2026 will be sufficient to fund its operating expenses and capital expenditure requirements into late 2027. More on Zentalis Pharmaceuticals Seeking Alpha’s Quant Rating on Zentalis Pharmaceuticals Historical earnings data for Zentalis Pharmaceuticals Financial information for Zentalis Pharmaceuticals
CALGARY, Alberta, May 12, 2026 (GLOBE NEWSWIRE) -- Freehold Royalties Ltd. (Freehold or the Company) (TSX:FRU) announces first quarter results for the period ended March 31, 2026.
CALGARY, Alberta, May 12, 2026 (GLOBE NEWSWIRE) -- Freehold Royalties Ltd. (Freehold or the Company) (TSX:FRU) announces first quarter results for the period ended March 31, 2026.
Conference Call to be Held Wednesday, May 13, 2026 at 10:00 a.m. Eastern Time Conference Call to be Held Wednesday, May 13, 2026 at 10:00 a.m. Eastern Time
Conference Call to be Held Wednesday, May 13, 2026 at 10:00 a.m. Eastern Time Conference Call to be Held Wednesday, May 13, 2026 at 10:00 a.m. Eastern Time
InnovAge Holding ( INNV ) said on Tuesday that Jennifer Browne has been appointed president and chief operating officer, effective June 8, 2026. In her role, Ms. Browne will oversee InnovAge’s market operations and core support functions, with a focus on driving consistent execution, enhancing the participant experience, and advancing the company’s performance across its key operational and compli...
InnovAge Holding ( INNV ) said on Tuesday that Jennifer Browne has been appointed president and chief operating officer, effective June 8, 2026. In her role, Ms. Browne will oversee InnovAge’s market operations and core support functions, with a focus on driving consistent execution, enhancing the participant experience, and advancing the company’s performance across its key operational and compliance metrics, the company said. Source: Press Release More on InnovAge InnovAge: The Headwinds Are Priced In, The Growth May Not Be InnovAge projects $950M-$975M revenue and $85M-$90M adjusted EBITDA for fiscal 2026 amid early 2027 rate pressure signals InnovAge GAAP EPS of -$0.22 misses by $0.28, revenue of $251.9M beats by $17.6M Seeking Alpha’s Quant Rating on InnovAge
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on March 9, Molson Coors Beverage Co's Director, Andrew Thomas Molson, invested $93,337.80 into 2,000 shares of TAP, for a cost per share
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on March 9, Molson Coors Beverage Co's Director, Andrew Thomas Molson, invested $93,337.80 into 2,000 shares of TAP, for a cost per share
Rezolute press release ( RZLT ): Q3 GAAP EPS of -$0.16 beats by $0.02 . Cash, cash equivalents and investments in marketable securities were $120.3 million as of March 31, 2026, compared with $167.9 million as of June 30, 2025. More on Rezolute Rezolute: Caught Between Biology And Statistics, Initiating With Hold Rating Rezolute: Sell Rating Despite FDA Feedback From Type B Meeting For Ersodetug R...
Rezolute press release ( RZLT ): Q3 GAAP EPS of -$0.16 beats by $0.02 . Cash, cash equivalents and investments in marketable securities were $120.3 million as of March 31, 2026, compared with $167.9 million as of June 30, 2025. More on Rezolute Rezolute: Caught Between Biology And Statistics, Initiating With Hold Rating Rezolute: Sell Rating Despite FDA Feedback From Type B Meeting For Ersodetug Rezolute gains after positive FDA meeting over lead asset Seeking Alpha’s Quant Rating on Rezolute Historical earnings data for Rezolute