Accendra Health press release ( ACH ): Q1 Non-GAAP EPS of -$0.04 beats by $0.06 . Revenue of $627.78M (-6.8% Y/Y) misses by $16.86M . The company is affirming its prior guidance for net revenue and adjusted EBITDA for the full year 2026. More on Accendra Health Accendra Health, Inc. 2025 Q4 - Results - Earnings Call Presentation Accendra Health: Debt Reduction Creates Long-Term Opportunity (Upgrad...
Accendra Health press release ( ACH ): Q1 Non-GAAP EPS of -$0.04 beats by $0.06 . Revenue of $627.78M (-6.8% Y/Y) misses by $16.86M . The company is affirming its prior guidance for net revenue and adjusted EBITDA for the full year 2026. More on Accendra Health Accendra Health, Inc. 2025 Q4 - Results - Earnings Call Presentation Accendra Health: Debt Reduction Creates Long-Term Opportunity (Upgrade) Accendra Health, Inc. (ACH) Q4 2025 Earnings Call Transcript Owens & Minor Q1 2026 Earnings Preview Owens & Minor Q4 2025 Earnings Preview
Discounts on Russia’s flagship crude widened for the first time since the start of the Iran war, as shifting expectations over a possible end to the Middle East conflict rattled oil markets. The average discount on Urals crude from Russia’s western ports broadened to $23.9 a barrel below the global benchmark Dated Brent on Thursday and Friday, according to data from Argus Media. That marks the fir...
Discounts on Russia’s flagship crude widened for the first time since the start of the Iran war, as shifting expectations over a possible end to the Middle East conflict rattled oil markets. The average discount on Urals crude from Russia’s western ports broadened to $23.9 a barrel below the global benchmark Dated Brent on Thursday and Friday, according to data from Argus Media. That marks the first increase since US-Israel attacks on Iran effectively closed the Strait of Hormuz, a critical waterway for Gulf producers, and boosted appetite for Russian barrels. Crude prices have swung sharply in recent days as traders weigh the prospects for an end to the Middle East conflict, now in its third month, following an exchange of proposals between the US and Iran. But hopes for a breakthrough dimmed after US President Donald Trump on Sunday dismissed Tehran’s response to Washington’s one-page peace proposal , sent last week, as “ totally unacceptable .” Russia, which relies on oil and gas for about a fifth of its budget revenues, has benefited from the near-halt of the Strait of Hormuz, which choked off about 20% of global oil supplies and fueled a surge in commodity prices. To help ease the crisis, the US issued temporary waivers permitting purchases of seaborne Russian crude, boosting demand for Urals. The latest waiver expires at the end of this week. Read More: Iran War Boosts Russia’s April Oil Tax Revenue to Six-Month High Urals averaged $80.61 a barrel in Russian western ports on Friday, according to Argus Media, well above the $59 a barrel assumed in Russia’s budget for this year. Still, the wider discount on the nation’s crude is curbing windfall revenues for Russian producers, reducing the amount of taxes they will pay into the Kremlin’s coffers. By the time Urals reaches India, it trades at a premium to Brent, which narrowed to $2.4 a barrel on Thursday and Friday, the Argus data show. That compares with a $6.75 premium at the middle of April. It’s unclear whet...
Atlanta-based restaurant conglomerate Inspire Brands is on track for one of the largest restaurant IPOs in history. The company, which is owned by private equity firm Roark Capital, has filed documents with the SEC on a confidential basis as it works toward a public offering. Inspire Brands was founded in 2018 when Arby's acquired Buffalo Wild Wings. The company grew into a fast-food empire by goi...
Atlanta-based restaurant conglomerate Inspire Brands is on track for one of the largest restaurant IPOs in history. The company, which is owned by private equity firm Roark Capital, has filed documents with the SEC on a confidential basis as it works toward a public offering. Inspire Brands was founded in 2018 when Arby's acquired Buffalo Wild Wings. The company grew into a fast-food empire by going on an M&A spree that included Sonic Drive-In, Baskin-Robbins, Dunkin' Brands, and Jimmy John's. Notably, Dunkin’, Arby’s, Jimmy John’s, and Sonic all ranked in the top 30 largest chains in the U.S. by systemwide sales in 2025, based on the QSR publication. All told, the company is estimated to operate more than 33K restaurants across all 50 U.S. states. Roark Capital is reportedly seeking a valuation of roughly $20B for Inspire Brands, which would make the market cap the 7th largest in the restaurant sector behind McDonald's ( MCD ), Starbucks ( SBUX ), and Yum! Brands ( YUM ), Chipotle ( CMG ), Restaurant Brands International ( QSR ), and Darden Restaurants ( DRI ). The IPO will be the largest in the restaurant sector since CAVA Group ( CAVA ) went public in 2023 with a $2.23B valuation. More on the IPO market White House reviewing proposed rules by SEC to encourage IPOs Tailored Brands eyes public market return with confidential IPO filing Seeking Alpha’s Quant Rating on Renaissance IPO ETF Dividend scorecard for Renaissance IPO ETF
In the passenger seat of Tyler Cadwell’s Ford Bronco sits a Mac mini hooked up to a portable battery and Starlink internet satellite dish, along with a touchscreen monitor mounted to the dash. Cadwell, the founder of Everything Etched , an Arizona-based small business that sells custom-engraved glassware, has always loved disappearing into the state’s sandstone canyons to brainstorm or crash on a ...
In the passenger seat of Tyler Cadwell’s Ford Bronco sits a Mac mini hooked up to a portable battery and Starlink internet satellite dish, along with a touchscreen monitor mounted to the dash. Cadwell, the founder of Everything Etched , an Arizona-based small business that sells custom-engraved glassware, has always loved disappearing into the state’s sandstone canyons to brainstorm or crash on a new web project. That used to mean bringing a notebook or laptop, but now the 39-year-old entrepreneur heads out with his artificial intelligence assistant riding shotgun. The bot has come to life thanks to OpenClaw , an open-source framework for developing personalized AI agents. Cadwell began creating Etchie, as he calls it, on his Mac in March to automate coding requests and handle marketing and administrative tasks, including triaging his email inbox and even responding on its own to supply chain problems. It has access to his store’s Etsy and Shopify accounts and is tapped into models from Anthropic and OpenAI . The bot also uses a voice plug-in, so Cadwell can chat with it as they bounce over the rocks outside Flagstaff or Tucson. “I hit the trails driving and just talk to Etchie about what I want to do. We hash out my ideas, and then it starts building a design scope,” Cadwell says. “When I wake up in the morning, the whole project’s complete.” He says the system is his “first AI employee.” AI agents like this are a step past ChatGPT or Google’s Gemini. If you ask one of those standalone apps for help changing your mailing address, it will likely reply with a list of links and instructions from the US Postal Service. An AI agent installed on your Mac with the right permissions can actually open your browser, type in usps.com, click the right options and update your personal details, all with little to no human oversight. Witnessing it in action is a bit like playing with a Ouija board and wondering who’s sliding the heart-shaped piece. When ChatGPT first went mainstr...
Klaus Vedfelt/DigitalVision via Getty Images GXO Logistics ( GXO ) pres ented 1Q26 results last week. The quarter was positive. Revenue grew organically, adjusted EBITDA expanded, and the company raised its guidance for the year. On the negatives from the market, not earnings, the stock was impacted by Amazon’s announcement that it is opening its logistics infrastructure to external businesses. I ...
Klaus Vedfelt/DigitalVision via Getty Images GXO Logistics ( GXO ) pres ented 1Q26 results last week. The quarter was positive. Revenue grew organically, adjusted EBITDA expanded, and the company raised its guidance for the year. On the negatives from the market, not earnings, the stock was impacted by Amazon’s announcement that it is opening its logistics infrastructure to external businesses. I do not think this is a major challenge to GXO, though. Although the stock is cheaper than when I last wrote about it, I do not think the valuation is attractive given the company’s returns on capital, geographic exposure, leverage, and macro risks. I maintain a Hold rating. 1Q26 results The quarterly results were positive for GXO. Revenues grew 4% organically and 11% inorganically. The difference stems not from an acquisition but from the USD depreciation versus the EUR (the company does most of its business in Europe). The company’s commercial strategy is shifting. Management is pushing aerospace and defense, industrial, life sciences, technology, and data centers. In 1Q26, GXO won ~$230 million in new contracts, with about 40% of wins in these strategic growth verticals. 25% of the pipeline comes from these 'strategic verticals' (see earnings call and presentation ). These are industries with more complex and bespoke (therefore potentially more defensive) categories. The company's CEO comes from defense and aerospace, and therefore probably understands the bidding cycle better. Still, the company remains a retail/omnichannel logistics company, with retail and consumer at about 2/3 of revenues. The company now has $870 million of expected incremental revenue already booked for 2026. This is equivalent to roughly 6/7% of annual revenue at year's end. This supports the guidance of 4/5% organic (ex-FX) revenue growth. On profitability, the company grew adjusted EBITDA 22% (unadjusted for FX), or 15% organically after a similar ~7pp FX adjustment. Margins expanded 60bps, which...
Vertigo3d/iStock via Getty Images Bullish ( BLSH ) just set itself up for the next stage in its evolution as a global digital asset platform: the company announced its $4.2B acquisition of Equiniti earlier this month, a transfer agent in the cryptocurrency market that is processing $500B in annual payments. Bullish is also penciled in to deliver first-quarter earnings on May 14, 2026, at which poi...
Vertigo3d/iStock via Getty Images Bullish ( BLSH ) just set itself up for the next stage in its evolution as a global digital asset platform: the company announced its $4.2B acquisition of Equiniti earlier this month, a transfer agent in the cryptocurrency market that is processing $500B in annual payments. Bullish is also penciled in to deliver first-quarter earnings on May 14, 2026, at which point the company may provide further details about its growth strategy. Bullish is seeing positive earnings revision momentum and is likely headed for a strong earnings report given growing institutional adoption of blockchain and cryptocurrency services. I like the Equiniti acquisition and the growing tokenization of the financial world, which poses a massive growth catalyst for Bullish long-term. Data by YCharts Previous rating Right after the platform's market debut in August 2025, I rated Bullish a 'Hold' and warned of chasing IPO-related speculative gains due to the risk of overpaying for the company's earnings potential: Don't Fall Into The FOMO Trap . Since my last recommendation on the cryptocurrency platform, shares have lost approximately 41.3% of value, mainly due to enthusiasm about new IPO issues fizzling out and investors chasing returns in the AI market. However, with a serious valuation factor compression and a major acquisition now under its belt, I believe a rating change to 'Buy' is warranted. Equiniti acquisition is a game-changing move for Bullish On May 5, 2026, Bullish announced its most ambitious move to date: a $4.2B deal ($2.35B in stock + $1.85B assumed debt) to acquire Equiniti from the private equity firm Siris in a bid to strengthen its product offerings and to create the first fully integrated, blockchain-enabled global transfer agent for tokenized securities. As a regulated transfer agent, Equiniti is a key pillar of the traditional financial marketplace. Equiniti ensures that adequate legal records are maintained for companies like Berkshire H...
The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.
The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.
Dream Finders Homes Inc. is close to announcing a $704 million offer to acquire rival homebuilder Beazer Homes USA Inc. , according to people familiar with the matter. Jacksonville, Florida-based DFH could reveal its all-cash bid of $25.75-per-share for Beazer as soon as Monday, the people said, asking not to be identified discussing confidential information. That would represent a roughly 40% pre...
Dream Finders Homes Inc. is close to announcing a $704 million offer to acquire rival homebuilder Beazer Homes USA Inc. , according to people familiar with the matter. Jacksonville, Florida-based DFH could reveal its all-cash bid of $25.75-per-share for Beazer as soon as Monday, the people said, asking not to be identified discussing confidential information. That would represent a roughly 40% premium to Beazer’s closing price on May 5, the day on which DFH submitted the offer to the target’s board, the people said. Shares in Beazer closed at $18.77 in New York on Friday, giving the company a market value of about $513 million. DFH has been trying to engage with Beazer since February and has become a top-10 shareholder in its Atlanta-based peer, the people said. DFH, which is controlled by Chairman and Chief Executive Officer Patrick Zalupski , has a market value of about $1.3 billion. A representative for Beazer said that DFH’s May offer had come in at a “reduced valuation from two prior unsolicited proposals” submitted in February and March that undervalued the company. “The Beazer board, together with its advisers, has been considering the May 5 unsolicited proposal, including relative to the prior unsolicited proposals, and expects to respond in due course,” the representative said. A spokesperson for DFH declined to comment. DFH and Beazer both design and build single-family homes and dwellings — a part of the economy that has come under closer scrutiny from US President Donald Trump amid concerns around affordability. Trump signed an executive order in March focused on cutting red tape around housing construction, eliminating rules that constrain development and affordability. In January, he signed an order aimed at preventing large institutional investors from buying single-family homes looking to convert them into rental properties. Zalupski became the majority owner of the Tampa Bay Rays Major League Baseball team last year, according to the team’s website ...
Norovirus Outbreak Sickens 115 People on Caribbean Princess Cruise Ship, CDC Says Authored by Aldgra Fredly via The Epoch Times, More than 110 people aboard the Caribbean Princess cruise ship have fallen ill due to a norovirus outbreak, a common cause of gastrointestinal illnesses, according to the Centers for Disease Control and Prevention. The Caribbean Princess, owned by Princess Cruises, depar...
Norovirus Outbreak Sickens 115 People on Caribbean Princess Cruise Ship, CDC Says Authored by Aldgra Fredly via The Epoch Times, More than 110 people aboard the Caribbean Princess cruise ship have fallen ill due to a norovirus outbreak, a common cause of gastrointestinal illnesses, according to the Centers for Disease Control and Prevention. The Caribbean Princess, owned by Princess Cruises, departed from the port of Fort Lauderdale, Florida, on April 28 and is currently sailing in the North Atlantic Ocean, according to CruiseMapper. The voyage dates were April 28 to May 11. The ship is carrying 3,116 passengers and 1,131 crew members and is expected to arrive in Port Canaveral, Florida, on May 11. The norovirus outbreak was reported on the ship on May 7, affecting 102 passengers and 13 crew members, with diarrhea and vomiting identified as the predominant symptoms, the CDC said in an update . Princess Cruises and the crew have increased cleaning and disinfection procedures in response to the outbreak, the CDC stated. Other measures include collecting stool samples from patients with gastrointestinal illness for testing and isolating passengers and crew members who have fallen ill. The crew also consulted with the CDC’s Vessel Sanitation Program (VSP) regarding sanitation cleaning procedures and reporting of sick individuals, the agency said. “VSP is conducting a field response for an environmental assessment and outbreak investigation to assist the ship in controlling the outbreak,” it stated. The Epoch Times has reached out to Princess Cruises for comment, but did not receive a response by publication time. Norovirus is the leading cause of foodborne illness in the United States, accounting for 58 percent of such infections each year, according to the CDC. Apart from vomiting and diarrhea, other frequently reported symptoms include muscle aches, headaches, abdominal cramps, and fever. In March, a norovirus outbreak was reported aboard the Star Princess, also owned...