JHVEPhoto PayPal Holdings's ( PYPL ) Q1 earnings and revenue exceeded the Wall Street consensus estimates as payment volumes didn't fall as much as feared from the prior quarter and total active accounts stagnated sequentially. Guidance for the full year was maintained, but the earnings outlook for Q2 was soft. The payments technology company still expects 2026 non-GAAP EPS to decline in the low s...
JHVEPhoto PayPal Holdings's ( PYPL ) Q1 earnings and revenue exceeded the Wall Street consensus estimates as payment volumes didn't fall as much as feared from the prior quarter and total active accounts stagnated sequentially. Guidance for the full year was maintained, but the earnings outlook for Q2 was soft. The payments technology company still expects 2026 non-GAAP EPS to decline in the low single digits or be slightly positive compared with 2025’s $5.31. The average analyst estimate is $5.30. The company anticipates Q2 2026 non-GAAP EPS to decline ~9% from $1.40 in the year-ago period. That results in ~$1.27 vs. the consensus estimate of $1.34. Q1 non-GAAP EPS of $1.34, topping the $1.27 consensus, rose from $1.23 in Q4 2025 and $1.33 in last year’s Q1. Q1 revenue of $8.35B, beating the $8.06B consensus, decreased from $8.68B in the prior quarter and increased from $7.79B in the year-ago period. PayPal ( PYPL ) stock edged down 0.4% in premarket trading. Total payment volume of $464.0B, exceeding the Visible Alpha consensus of $446.8B, dropped from $475.1B in the previous quarter and grew from $417.2B in Q1 2025. Total active accounts were 439M at March. 31, 2026, unchanged from the count at Dec. 31, 2025, and missing the 440M Visible Alpha estimate. PayPal’s transaction margin dollars rose 3% Y/Y to $3.81B, compared with 3% Y/Y growth in Q3. Excluding interest on customer balances, transaction margin dollars rose 3% Y/Y to $3.54B vs. 4% growth in the previous quarter. Total operating expenses of $6.87B, higher than the $6.65B Visible Alpha consensus, declined from $7.17B in Q4 and increased from $6.26B in last year’s Q1. Net cash provided by operating activities was $1.13B (vs. Visible Alpha estimate of $1.09B) vs. $2.38B in the previous quarter and $1.16B a year ago. Adjusted free cash flow of $1.72B compared with $2.10B in Q4 and $1.38B in Q1 2025. "PayPal's downward trend continues. Operating margins have fallen by 182 basis points, EPS have fallen by 6%, ...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Energy Transfer Energy Transfer: DCF Is Compressing And That's The Point (Q1 Earnings Preview) Energy Transfer: The Empire Keeps Expanding Energy Transfer: The 7% Yield Leader Among America's Largest Midstream Operators Energy Transfer GAAP EPS of $0.35 misses by $0.03, revenue of $27.77B beats by $470M Ene...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Energy Transfer Energy Transfer: DCF Is Compressing And That's The Point (Q1 Earnings Preview) Energy Transfer: The Empire Keeps Expanding Energy Transfer: The 7% Yield Leader Among America's Largest Midstream Operators Energy Transfer GAAP EPS of $0.35 misses by $0.03, revenue of $27.77B beats by $470M Energy Transfer Q1 earnings preview: Wall Street sees upside
Alphabet on Tuesday disclosed that it was selling euro-denominated bonds across six tranches, months after it raised about $32 billion in debt by tapping the dollar, sterling and Swiss franc markets. The Google parent is selling at least 3 billion euro ($3.5 billion) in bonds, Bloomberg News reported, citing a person with knowledge of the matter. Google did not immediately respond to a Reut...
Alphabet on Tuesday disclosed that it was selling euro-denominated bonds across six tranches, months after it raised about $32 billion in debt by tapping the dollar, sterling and Swiss franc markets. The Google parent is selling at least 3 billion euro ($3.5 billion) in bonds, Bloomberg News reported, citing a person with knowledge of the matter. Google did not immediately respond to a Reuters request for comment.
American Express (NYSE: AXP) is set to pay out $0.95 per share on May 8, 2026, the first installment at the new dividend rate after a 16% increase from $0.82. With the stock at $319.21, the question for income investors is whether this premium card network can keep funding a faster-growing payout. Dividend Snapshot Metric ... Can American Express Keep Up With Its Swelling Dividend?
American Express (NYSE: AXP) is set to pay out $0.95 per share on May 8, 2026, the first installment at the new dividend rate after a 16% increase from $0.82. With the stock at $319.21, the question for income investors is whether this premium card network can keep funding a faster-growing payout. Dividend Snapshot Metric ... Can American Express Keep Up With Its Swelling Dividend?
Key PointsAvantax Planning Partners bought 1,787,833 shares of JPEF in Q1 2026, with an estimated transaction value of approximately $133.3 million based on the quarterly average pricing.
Key PointsAvantax Planning Partners bought 1,787,833 shares of JPEF in Q1 2026, with an estimated transaction value of approximately $133.3 million based on the quarterly average pricing.
Leonardo DRS press release ( DRS ): Q1 Non-GAAP EPS of $0.26 beats by $0.06 . Revenue of $846M (+5.9% Y/Y) beats by $21.16M . Adjusted EBITDA: $105 million, up 28% year-over-year. Bookings: $885 million (book-to-bill ratio of 1.0x). Funded Backlog: $4.7 billion, up 8% year-over-year. Raises 2026 guidance across key metrics. 2026 Guidance Leonardo DRS is increasing 2026 guidance as specified in the...
Leonardo DRS press release ( DRS ): Q1 Non-GAAP EPS of $0.26 beats by $0.06 . Revenue of $846M (+5.9% Y/Y) beats by $21.16M . Adjusted EBITDA: $105 million, up 28% year-over-year. Bookings: $885 million (book-to-bill ratio of 1.0x). Funded Backlog: $4.7 billion, up 8% year-over-year. Raises 2026 guidance across key metrics. 2026 Guidance Leonardo DRS is increasing 2026 guidance as specified in the table below: Measure Current 2026 Guidance Prior 2026 Guidance Revenue $3,900 million - $3,975 million vs. $3.91B consensus (prior $3,850 million - $3,950 million) $3,850 million - $3,950 million Adjusted EBITDA $515 million - $530 million $505 million - $525 million Tax Rate 18.5% 18.5% Diluted WASO 269.0 million 269.0 million Adjusted Diluted EPS $1.26 - $1.30 vs. $1.25 consensus (prior $1.20 - $1.26) $1.20 - $1.26 Click to enlarge More on Leonardo DRS Leonardo DRS: Strong Demand Meets Supply-Side Constraints Leonardo DRS, Inc. (DRS) Q4 2025 Earnings Call Transcript Leonardo DRS, Inc. 2025 Q4 - Results - Earnings Call Presentation Leonardo DRS Q1 2026 Earnings Preview Leonardo DRS's unit wins $150M US Army FLIR sensor contract modification
(RTTNews) - KKR & Co. Inc. (KKR) reported first quarter net income to Common Stockholders of $364.8 million compared to a loss of $185.9 million, prior year. Profit per share was $0.38 compared to a loss of $0.22. Adjusted Net Income was $1.2 billion or $1.39 per share in the qua
(RTTNews) - KKR & Co. Inc. (KKR) reported first quarter net income to Common Stockholders of $364.8 million compared to a loss of $185.9 million, prior year. Profit per share was $0.38 compared to a loss of $0.22. Adjusted Net Income was $1.2 billion or $1.39 per share in the qua
The United States market has remained flat over the last week, yet it has shown a robust 28% increase over the past year with earnings expected to grow by 16% annually. In such an environment, identifying high growth tech stocks that align with these positive trends can be crucial for investors seeking opportunities in this dynamic sector.
The United States market has remained flat over the last week, yet it has shown a robust 28% increase over the past year with earnings expected to grow by 16% annually. In such an environment, identifying high growth tech stocks that align with these positive trends can be crucial for investors seeking opportunities in this dynamic sector.
Lindblad Expeditions press release ( LIND ): Q1 GAAP EPS of $0.09 beats by $0.08 . Revenue of $208.01M (+15.7% Y/Y) beats by $10.13M . The increase was driven by a $21.4 million increase at the Lindblad segment and a $6.9 million increase at the Land Experiences segment. Land Experiences tour revenues of $55.5 million increased 14%, compared to the first quarter a year ago, primarily due to higher...
Lindblad Expeditions press release ( LIND ): Q1 GAAP EPS of $0.09 beats by $0.08 . Revenue of $208.01M (+15.7% Y/Y) beats by $10.13M . The increase was driven by a $21.4 million increase at the Lindblad segment and a $6.9 million increase at the Land Experiences segment. Land Experiences tour revenues of $55.5 million increased 14%, compared to the first quarter a year ago, primarily due to higher pricing and itinerary changes. Lindblad segment net yield per available guest night increased 7% to $1,631 Occupancy increased to 93% from 89% The Company's current expectations for the full year 2026 are as follows: Tour revenues of $800 - $850 million Adjusted EBITDA of $130 - $140 million More on Lindblad Expeditions Lindblad Expeditions Holdings, Inc. (LIND) Q4 2025 Earnings Call Transcript Lindblad Expeditions is called a 'compelling' investment opportunity by Oppenheimer Lindblad Expeditions targets $800M–$850M 2026 revenue as booking momentum accelerates Seeking Alpha’s Quant Rating on Lindblad Expeditions Historical earnings data for Lindblad Expeditions
The United States market has remained flat over the last week but is up 28% over the past year, with earnings expected to grow by 16% per annum. In such a climate, identifying undervalued stocks that offer significant discounts can present valuable opportunities for investors seeking growth potential.
The United States market has remained flat over the last week but is up 28% over the past year, with earnings expected to grow by 16% per annum. In such a climate, identifying undervalued stocks that offer significant discounts can present valuable opportunities for investors seeking growth potential.
Copenhagen Infrastructure Partners (CIP) has completed the acquisition of Ørsted's European onshore platform, leading to the launch of Perigus Energy, a new player in the European onshore renewable energy sector. Operating in Ireland, Germany, the United Kingdom, and Spain, Perigus Energy currently manages 826 MW of operational and under-construction capacity, with a pipeline poised for substantia...
Copenhagen Infrastructure Partners (CIP) has completed the acquisition of Ørsted's European onshore platform, leading to the launch of Perigus Energy, a new player in the European onshore renewable energy sector. Operating in Ireland, Germany, the United Kingdom, and Spain, Perigus Energy currently manages 826 MW of operational and under-construction capacity, with a pipeline poised for substantial growth. The company aims to support Europe's energy transition by developing, building, and...
Welcome to our guide to the commodities driving the global economy. Today, Oil Europe Team Leader Alaric Nightingale takes stock of the market after a day of clashes involving shipping in the Strait of Hormuz and missile attacks on the United Arab Emirates. With the Iran war now in its 10th week, the oil-supply black hole is growing and the chances of a swift return to normal are becoming ever-mor...
Welcome to our guide to the commodities driving the global economy. Today, Oil Europe Team Leader Alaric Nightingale takes stock of the market after a day of clashes involving shipping in the Strait of Hormuz and missile attacks on the United Arab Emirates. With the Iran war now in its 10th week, the oil-supply black hole is growing and the chances of a swift return to normal are becoming ever-more remote. US and Iranian forces exchanged fire Monday, fraying a ceasefire that has been fragile ever since it was announced in early April. Tehran, meanwhile, published a map showing that the United Arab Emirates’ port of Fujairah is now within its “zone of control.” It again attacked an oil terminal at the facility. These events have two effects as far as the oil market is concerned. First, they represent yet another day when — at the very least — 10 million barrels of supply are not reaching global markets via the Strait of Hormuz. And second, they demonstrate the risks to critical assets that will be needed to restore supplies once the conflict is over. Many of the world’s top traders warned two weeks ago that, because a return to normal shipping through Hormuz will take time, the oil market faces a guaranteed supply loss of around a billion barrels. Since then, another 140 million barrels — at a minimum — have been lost. Following Iran’s efforts to widen its area of maritime control, more vessels have moved away from Hormuz, a sign that shipowners’ risk aversion is growing. Yes, President Donald Trump has said the US will begin guiding some neutral vessels through the waterway, but so far there’s no visible uptick in commercial traffic. The supply shock has sent global oil prices up more than 50% since the start of the war. They’re still far from record highs. But with every day the conflict drags on, the shortfall gets bigger, inventories are eaten away and the point at which prices really start to destroy demand draws nearer. —Alaric Nightingale, Bloomberg News Chart...
Ophthalmology biopharmaceutical company Ocular Therapeutix (NASDAQ:OCUL) missed Wall Street’s revenue expectations in Q1 CY2026, with sales flat year on year at $10.79 million. Its GAAP loss of $0.40 per share was 20.5% below analysts’ consensus estimates.
Ophthalmology biopharmaceutical company Ocular Therapeutix (NASDAQ:OCUL) missed Wall Street’s revenue expectations in Q1 CY2026, with sales flat year on year at $10.79 million. Its GAAP loss of $0.40 per share was 20.5% below analysts’ consensus estimates.
MSA Safety ( MSA ) has agreed to acquire Autronica Fire and Security for around $555M. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions and regulatory approvals, and will be funded through a combination of cash on hand and borrowings under MSA's existing credit facility. Founded in 1957 and based in Trondheim, Norway, Autronica designs, man...
MSA Safety ( MSA ) has agreed to acquire Autronica Fire and Security for around $555M. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions and regulatory approvals, and will be funded through a combination of cash on hand and borrowings under MSA's existing credit facility. Founded in 1957 and based in Trondheim, Norway, Autronica designs, manufactures, and supplies fire detection, gas detection, and alarm systems. It employs around 500 people globally. The deal expands MSA's global fire and gas detection capabilities, strengthening its position as a total solution provider in critical infrastructure and high-hazard applications. It is also expected to be accretive to growth and margins, with synergies. Autronica is a capital-efficient business that generates significant free cash flow and is expected to be accretive to adjusted EPS in the first full year of ownership. In 2025, the company recorded ~$160M in sales with an adjusted EBITDA margin of ~20%. More on MSA Safety MSA Safety: Q1 2026 Earnings And A Dividend Increase Likely Coming MSA Safety Incorporated (MSA) Q4 2025 Earnings Call Transcript MSA Safety Incorporated 2025 Q4 - Results - Earnings Call Presentation MSA Safety Non-GAAP EPS of $1.99 beats by $0.16, revenue of $464M beats by $12.7M MSA Safety Q1 2026 Earnings Preview
AGCO press release ( AGCO ): Q1 Non-GAAP EPS of $0.94 beats by $0.50 . Revenue of $2.34B (+14.1% Y/Y) beats by $60M . The company plans to initiate $350 million in share repurchases in the second quarter of 2026. The company's Board of Directors approved an increase in the Company's regular quarterly dividend to $0.30 per share, from $0.29 per share. Outlook AGCO's net sales for 2026 are expected ...
AGCO press release ( AGCO ): Q1 Non-GAAP EPS of $0.94 beats by $0.50 . Revenue of $2.34B (+14.1% Y/Y) beats by $60M . The company plans to initiate $350 million in share repurchases in the second quarter of 2026. The company's Board of Directors approved an increase in the Company's regular quarterly dividend to $0.30 per share, from $0.29 per share. Outlook AGCO's net sales for 2026 are expected to range from $10.5 to $10.7 billion vs. $10.54B consensus (prior $10.4 to $10.7 billion) . Adjusted operating margins are projected to range from 7.5% - 8.0% reflecting continued emphasis on pricing discipline, cost management and operational alignment. Production volumes are expected to remain relatively flat to slightly lower, with cost controls and positive pricing contributing to performance. Based on these assumptions, 2026 earnings per share are targeted at approximately $6.00 vs. $5.82 consensus (prior $5.50 to $6.00). More on AGCO AGCO Corporation: Strong Execution Isn't Enough For A Bull Case Yet (Rating Upgrade) AGCO Corporation (AGCO) Presents at Bank of America Global Industrials Conference 2026 Transcript AGCO Corporation (AGCO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript AGCO Q1 2026 Earnings Preview Tariff shock ripples through industrials as BRP pulls outlook
Adam Smigielski/E+ via Getty Images BellRing Brands ( BRBR ) reported sales were up 1.8% year over year to $598.7M. The increase was driven by a 10.8% increase in volume and a 9.0% decrease in price/mix. Adjusted gross profit was 22.7% of sales vs. 34.5% of sales in the prior year period. The profit decline was due to significant input cost inflation (inclusive of tariffs), unfavorable price/mix, ...
Adam Smigielski/E+ via Getty Images BellRing Brands ( BRBR ) reported sales were up 1.8% year over year to $598.7M. The increase was driven by a 10.8% increase in volume and a 9.0% decrease in price/mix. Adjusted gross profit was 22.7% of sales vs. 34.5% of sales in the prior year period. The profit decline was due to significant input cost inflation (inclusive of tariffs), unfavorable price/mix, and higher freight. Operating profit was $66.0M vs. $95.1M a year ago. Adjusted EBITDA was $53.8M vs. $118.6M a year ago. CEO Darcy Davenport said the company was disappointed in the second-quarter results. Davenport pointed to heightened consumer price sensitivity together with a sustained promotional environment that adversely impacted the sales mix. "This unfavorable mix, along with higher freight costs and an inventory-related charge, significantly pressured our margins," noted Davenport. "Looking ahead, we’re making the deliberate choice to continue investing to support our long-term growth. Our revised guidance incorporates promotional and consumer headwinds through the balance of the year, along with incremental inflation on protein and freight, while investing in advertising. While the current environment remains challenging, our category remains healthy, and we are taking action to improve our long-term financial performance," she added. Looking ahead, BellRing Brands ( BRBR ) expects FY26 net sales growth of 0% to 2% and adjusted EBITDA of $315M to $335M (midpoint $325M) vs. a prior expectation of $425M to $440M. Shares of BellRing Brands ( BRBR ) were down 30.9% in premarket trading to a new all-time low of $12.00. More on BellRing Brands BellRing Brands Now Has Rising Costs And More Competition BellRing Brands: Murky And Uncertain Earnings Path Ahead BellRing Brands, Inc. 2026 Q1 - Results - Earnings Call Presentation BellRing Brands Non-GAAP EPS of $0.14 misses by $0.17, revenue of $598.7M misses by $10.09M BellRing Brands Q2 2026 Earnings Preview