Loar Holdings press release ( LOAR ): Q1 Non-GAAP EPS of $0.34 beats by $0.18 . Revenue of $156.1M (+36.1% Y/Y) beats by $6.44M . Net sales - between $645 million and $655 million, up from between $640 million and $650 million. Net income - between $53 million and $57 million, down from between $59 million and $63 million. Adjusted EBITDA - between $257 million and $262 million, up from between $2...
Loar Holdings press release ( LOAR ): Q1 Non-GAAP EPS of $0.34 beats by $0.18 . Revenue of $156.1M (+36.1% Y/Y) beats by $6.44M . Net sales - between $645 million and $655 million, up from between $640 million and $650 million. Net income - between $53 million and $57 million, down from between $59 million and $63 million. Adjusted EBITDA - between $257 million and $262 million, up from between $253 million and $258 million. Adjusted EBITDA Margin - approximately 40%. Diluted Earnings per share - between $0.54 and $0.59, down from between $0.60 and $0.65. Net income margin - approximately 8%, down from approximately 9% Adjusted Earnings Per Share(3) - between $1.26 and $1.30 up from between $1.21 and $1.25. More on Loar Holdings Loar: Challenges Surfacing With Its Dealmaking? Loar Holdings Inc. (LOAR) Q4 2025 Earnings Call Transcript Loar Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation Aerospace aftermarket pullback seen as entry point: Morgan Stanley COP, LOAR added to Goldman's U.S. conviction list; HII, MSGE, VLO removed
Masco ( MAS ) on Thursday announced it has entered into an accelerated share repurchase agreement with Royal Bank of Canada to repurchase $300 million of Masco’s common stock. This agreement is part of Masco’s existing share repurchase authorization under which $2 billion of authority was announced on February 10, 2026. Under the ASR agreement, Masco will receive initial delivery of approximately ...
Masco ( MAS ) on Thursday announced it has entered into an accelerated share repurchase agreement with Royal Bank of Canada to repurchase $300 million of Masco’s common stock. This agreement is part of Masco’s existing share repurchase authorization under which $2 billion of authority was announced on February 10, 2026. Under the ASR agreement, Masco will receive initial delivery of approximately 3.3 million shares on May 7, 2026 representing approximately 80% of the number of shares of common stock initially underlying the ASR agreement, based on the closing price of Masco’s common stock of $71.95 on May 6, 2026. The final number of shares to be repurchased will be based on Masco’s volume-weighted average price during the term of the transaction, less a discount, and is expected to be completed no later than July 27, 2026. Press release More on Masco Masco: Now Is Not The Time To Turn Bullish Yet Masco Corporation 2026 Q1 - Results - Earnings Call Presentation Masco Corporation (MAS) Q1 2026 Earnings Call Transcript Masco maintains 2026 EPS $4.10-$4.30 while lifting 2026 deployment to at least $800M Masco jumps after earnings beat, steady outlook
DarkIris ( DKI ) on Thursday said it will implement a 1-for-16 reverse stock split effective May 11, as the company seeks to maintain compliance with Nasdaq listing standards. The company’s Class A shares will begin trading on a post-split basis on May 11 under the ticker “DKI” with a new CUSIP number. DarkIris said its outstanding Class A shares will be reduced from about 26.4M shares to roughly ...
DarkIris ( DKI ) on Thursday said it will implement a 1-for-16 reverse stock split effective May 11, as the company seeks to maintain compliance with Nasdaq listing standards. The company’s Class A shares will begin trading on a post-split basis on May 11 under the ticker “DKI” with a new CUSIP number. DarkIris said its outstanding Class A shares will be reduced from about 26.4M shares to roughly 1.65M shares after the consolidation, with fractional shares rounded up to the nearest whole share. Chairman Zhifang Hong said the move is intended to strengthen the company’s Nasdaq position and support future growth initiatives, including potential acquisitions across gaming, film, AI technologies, and digital platforms. Shares down -10% in premarket trading. More on Darkiris Inc. Financial information for Darkiris Inc.
Sundry Photography Arm Holdings ( ARM ) was in focus on Thursday after the British semiconductor company reported fiscal fourth-quarter results that topped Wall Street's forecast and said there is strong demand for its new data center CPU. However, shares fell 8% in premarket trading as concerns about the smartphone market, which is still Arm's bread and butter, cropped up. Nonetheless, Wall Stree...
Sundry Photography Arm Holdings ( ARM ) was in focus on Thursday after the British semiconductor company reported fiscal fourth-quarter results that topped Wall Street's forecast and said there is strong demand for its new data center CPU. However, shares fell 8% in premarket trading as concerns about the smartphone market, which is still Arm's bread and butter, cropped up. Nonetheless, Wall Street sees the riches of agentic artificial intelligence as coming in spades. “Demand for the new CPU chip appears to be building quickly, particularly with large enterprise customers, with early deployments and its power-efficient design supporting the opportunity across agentic AI workloads,” Morgan Stanley analyst Lee Simpson wrote in a note to clients. “However, advanced-node wafer availability at TSMC remains the gating factor, limiting near-term confidence in Arm’s ability to fully capture the potential $2bn+ FY27/28 chip opportunity. Meanwhile, management continues to frame the core IP business around c.20% annual growth, led by Cloud AI royalties, hyperscaler custom CPU adoption, and DPU/SmartNIC penetration. The key debate is how to size the CPU opportunity without double counting AI infrastructure demand, while monitoring royalty reacceleration and licensing durability.” However, Simpson added that investors need to figure out whether the recent royalty softness is “transitory” or “indicative of a broader mix shift,” as memory shortages weigh on handset production. Nonetheless, Simpson lifted his price target on Arm to $202 from $191. RBC Capital Markets analyst Srini Pajjuri also raised his price target (moving to $260 from $175) on the belief that agentic AI is likely to be a considerable positive for the Rene Haas-led company. “Management now has line of sight into $2b AGI CPU revenue in the next two years but is maintaining its prior guidance for $1b due to supply constraints,” Pajjuri wrote in a note to clients. “Licensing is sustaining >20% growth for now and ma...
Tuniu ( TOUR ) has regained compliance with Nasdaq’s minimum bid price requirement for continued listing on the exchange. According to the compliance notice, the closing bid price of the company's ADSs has been at $1.00 per ADS or greater for the ten consecutive business days from April 22, 2026 to May 5, 2026. More on Tuniu Tuniu Corporation (TOUR) Q4 2025 Earnings Call Prepared Remarks Transcrip...
Tuniu ( TOUR ) has regained compliance with Nasdaq’s minimum bid price requirement for continued listing on the exchange. According to the compliance notice, the closing bid price of the company's ADSs has been at $1.00 per ADS or greater for the ten consecutive business days from April 22, 2026 to May 5, 2026. More on Tuniu Tuniu Corporation (TOUR) Q4 2025 Earnings Call Prepared Remarks Transcript Tuniu reports Q4 results; introduces Q1 outlook Seeking Alpha’s Quant Rating on Tuniu Historical earnings data for Tuniu Dividend scorecard for Tuniu
RXO press release ( RXO ): Q1 Non-GAAP EPS of -$0.09 in-line. Revenue of $1.4B (flat Y/Y) beats by $60M . Second-Quarter Outlook RXO expects second-quarter 2026 adjusted EBITDA to be between $27 million and $37 million. In Brokerage, the company expects overall volume growth to be approximately flat year-over year. The company expects truckload gross profit per load to increase sequentially. More ...
RXO press release ( RXO ): Q1 Non-GAAP EPS of -$0.09 in-line. Revenue of $1.4B (flat Y/Y) beats by $60M . Second-Quarter Outlook RXO expects second-quarter 2026 adjusted EBITDA to be between $27 million and $37 million. In Brokerage, the company expects overall volume growth to be approximately flat year-over year. The company expects truckload gross profit per load to increase sequentially. More on RXO RXO, Inc. (RXO) Presents at JPMorgan Industrials Conference 2026 Transcript RXO, Inc. (RXO) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript RXO, Inc. (RXO) Presents at Barclays 43rd Annual Industrial Select Conference Transcript RXO prices $400 million in 6.375% senior notes due 2031 RXO announces $400M senior notes offering
Ethos Technologies Inc. press release ( LIFE ): Q1 GAAP EPS of -$3.57 misses by $0.92 . Revenue of $193.1M beats by $48.12M . Gross Profit of $189.9M. Cash Flow from operations of $31.2M. Net Loss of $166.4M. More on Ethos Technologies Inc. Ethos Technologies Inc.: Cheap Growth Story With Something Still To Prove Ethos Technologies Inc. (LIFE) Q4 2025 Earnings Call Transcript Historical earnings d...
Ethos Technologies Inc. press release ( LIFE ): Q1 GAAP EPS of -$3.57 misses by $0.92 . Revenue of $193.1M beats by $48.12M . Gross Profit of $189.9M. Cash Flow from operations of $31.2M. Net Loss of $166.4M. More on Ethos Technologies Inc. Ethos Technologies Inc.: Cheap Growth Story With Something Still To Prove Ethos Technologies Inc. (LIFE) Q4 2025 Earnings Call Transcript Historical earnings data for Ethos Technologies Inc. Financial information for Ethos Technologies Inc.
E-commerce platform Shopify reported significant milestones for the first quarter of 2026, with merchants on its platform generating over $100 billion in Gross Merchandise Volume (GMV). The company's financial performance sees a notable 34% revenue growth alongside consistent free cash flow margins. These results highlight broad-based growth across different geographies, merchant sizes, and channe...
E-commerce platform Shopify reported significant milestones for the first quarter of 2026, with merchants on its platform generating over $100 billion in Gross Merchandise Volume (GMV). The company's financial performance sees a notable 34% revenue growth alongside consistent free cash flow margins. These results highlight broad-based growth across different geographies, merchant sizes, and channels, underscoring Shopify's strategic investments in enhancing merchant tools and internal...
(RTTNews) - Labor productivity in the U.S. increased by much less than expected in the first quarter of 2026, according to preliminary data released by the Labor Department on Thursday.
(RTTNews) - Labor productivity in the U.S. increased by much less than expected in the first quarter of 2026, according to preliminary data released by the Labor Department on Thursday.
Bruce Herring, Director of Pershing Square USA, Ltd. (NYSE:PSUS) , reported an open-market purchase of 10,000 shares of common stock, valued at approximately $434,000, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($43.41); post-transaction value based on May 4, 2026 market close ($42.51). Pershing Square USA, Ltd. is publicly listed on ...
Bruce Herring, Director of Pershing Square USA, Ltd. (NYSE:PSUS) , reported an open-market purchase of 10,000 shares of common stock, valued at approximately $434,000, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($43.41); post-transaction value based on May 4, 2026 market close ($42.51). Pershing Square USA, Ltd. is publicly listed on the NYSE under the ticker PSUS. The company is structured as an investment vehicle, providing access to a diversified portfolio managed by experienced professionals. Continue reading
MDU Resources press release ( MDU ): Q1 GAAP EPS of $0.39 misses by $0.04 . Revenue of $606M (-10.2% Y/Y) misses by $82.26M . Consolidated net income of $80.8 million and diluted earnings per share of $0.39 Milder weather unfavorably impacted results by approximately $0.03 per share 2026 guidance affirmed; earnings per share in the range of $0.93 to $1.00 More on MDU Resources Near-Term Outlook Fo...
MDU Resources press release ( MDU ): Q1 GAAP EPS of $0.39 misses by $0.04 . Revenue of $606M (-10.2% Y/Y) misses by $82.26M . Consolidated net income of $80.8 million and diluted earnings per share of $0.39 Milder weather unfavorably impacted results by approximately $0.03 per share 2026 guidance affirmed; earnings per share in the range of $0.93 to $1.00 More on MDU Resources Near-Term Outlook For MDU Resources Is Good, Not Great MDU Resources Q1 2026 Earnings Preview MDU Resources started Neutral at J.P. Morgan as premium valuation offsets pipeline upside Seeking Alpha’s Quant Rating on MDU Resources Historical earnings data for MDU Resources
Tom Werner Nonfarm productivity rose by 0.8% in Q1, vs. +1.7% consensus and +1.6% recorded in the prior quarter (revised from +1.8%), according to the preliminary data released by the Bureau of Labor Statistics on Thursday. Output increased 1.5% during the quarter, while hours worked rose by 0.7%. Unit labor costs in the nonfarm business sector jumped 2.3% from the prior quarter, vs. +2.0% consens...
Tom Werner Nonfarm productivity rose by 0.8% in Q1, vs. +1.7% consensus and +1.6% recorded in the prior quarter (revised from +1.8%), according to the preliminary data released by the Bureau of Labor Statistics on Thursday. Output increased 1.5% during the quarter, while hours worked rose by 0.7%. Unit labor costs in the nonfarm business sector jumped 2.3% from the prior quarter, vs. +2.0% consensus and +4.6% prior (revised from +4.4%). The costs reflect a 3.1% increase in hourly compensation, along with the 0.8% rise in productivity. The costs are calculated as the ratio of hourly compensation to labor productivity. Unit labor costs increased 1.2% over the last four quarters. Real hourly compensation, which takes into account consumer prices, decreased 0.5% during the quarter and increased 1.4% over the last four quarters. More on U.S. Economy U.S. job cuts jump 38% in April, while year-to-date total drops 50%: Challenger job cuts report Commercial chapter 11 filings rise 42% Y/Y in April Chicago Fed's Goolsbee sees economic dangers in overestimating AI productivity gains
Inter&Co Delivers Record First Quarter, Surpassing 44 Million Clients and R$50 Billion (US$9.5B) in Credit as AI-Powered Super App Strategy Accelerates
Inter&Co Delivers Record First Quarter, Surpassing 44 Million Clients and R$50 Billion (US$9.5B) in Credit as AI-Powered Super App Strategy Accelerates
The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) concentrates in roughly 30 small and mid-cap REITs that pass a high-yield screen. KBWY currently distributes a 7.6% SEC 30-day yield with a 0.35% expense ratio, and the question for holders is whether that distribution rests on real cash flow or on payouts that key holdings ... High yield ETF KBWY faces hidden payout risk from cannabis RE...
The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) concentrates in roughly 30 small and mid-cap REITs that pass a high-yield screen. KBWY currently distributes a 7.6% SEC 30-day yield with a 0.35% expense ratio, and the question for holders is whether that distribution rests on real cash flow or on payouts that key holdings ... High yield ETF KBWY faces hidden payout risk from cannabis REIT tenant defaults
The Invesco S&P SmallCap High Dividend Low Volatility ETF (NASDAQ:XSHD) promises small-cap yield with smoother price action. Monthly distributions have shrunk meaningfully over the past two years, and the fund’s core holdings reveal the payout strain behind that decline. How XSHD Generates Its Income XSHD tracks the S&P SmallCap High Dividend Low Volatility Index, which ... 5% Yield Hides a Proble...
The Invesco S&P SmallCap High Dividend Low Volatility ETF (NASDAQ:XSHD) promises small-cap yield with smoother price action. Monthly distributions have shrunk meaningfully over the past two years, and the fund’s core holdings reveal the payout strain behind that decline. How XSHD Generates Its Income XSHD tracks the S&P SmallCap High Dividend Low Volatility Index, which ... 5% Yield Hides a Problem: XSHD Holdings Cut Dividends Faster Than Share Prices Fall
lcva2/iStock Editorial via Getty Images Microsoft ( MSFT ) has been a laggard while the S&P 500 has rallied 7.41% YTD and 30.13% over the past year. The market can't decide what to do with MSFT as it's fallen -14.45% since the beginning of 2026 and continues to trade in a structural bear market as the stock price has fallen -25.52% from its recent highs. MSFT’s Q3 print was clean and delivered the...
lcva2/iStock Editorial via Getty Images Microsoft ( MSFT ) has been a laggard while the S&P 500 has rallied 7.41% YTD and 30.13% over the past year. The market can't decide what to do with MSFT as it's fallen -14.45% since the beginning of 2026 and continues to trade in a structural bear market as the stock price has fallen -25.52% from its recent highs. MSFT’s Q3 print was clean and delivered the type of growth that many wouldn’t expect from a company of this size. MSFT beat on the top and bottom lines while Azure grew 40% YoY. Microsoft Cloud crossed $54 billion in a single quarter, and everything looked great until their CFO, Amy Hood, provided CapEx guidance of $190 billion for the 2026 calendar year. The entire investor conversation stopped being about the underlying metrics and was cannibalized about the increase in CapEx YoY. This is where I believe the market is incorrect, and I am acting as if the post-earnings price action is a gift for long-term investors. I believe that MSFT is flashing operational signals that the market is missing, causing the valuation to be inexpensive in my opinion. I have been adding to MSFT at these levels and believe that it will break out as 2026 progresses. Seeking Alpha I wrote an article about MSFT at the end of February ( can be read here ), and since then it’s traded with the market appreciating by 6.24% while the S&P has increased by 6.65%. I felt that MSFT’s CapEx strategy was warranted as it fueled 116.86% of EBITDA growth since 2021 and allowed their Q2 revenue to increase 17% YoY. The concerns over CapEx and RPO quality caused shares to underperform the market and take MSFT into a bear market, which I believe is an opportunity. I am following up with a new article on MSFT to discuss their Q3 earnings as they report on a fiscal year, not a calendar year, and make the case as to why I believe that MSFT is drastically undervalued. I am a shareholder of MSFT, and I continue to add to my position. Seeking Alpha The price ac...
lcva2/iStock Editorial via Getty Images Microsoft ( MSFT ) has been a laggard while the S&P 500 has rallied 7.41% YTD and 30.13% over the past year. The market can't decide what to do with MSFT as it's fallen -14.45% since the beginning of 2026 and continues to trade in a structural bear market as the stock price has fallen -25.52% from its recent highs. MSFT’s Q3 print was clean and delivered the...
lcva2/iStock Editorial via Getty Images Microsoft ( MSFT ) has been a laggard while the S&P 500 has rallied 7.41% YTD and 30.13% over the past year. The market can't decide what to do with MSFT as it's fallen -14.45% since the beginning of 2026 and continues to trade in a structural bear market as the stock price has fallen -25.52% from its recent highs. MSFT’s Q3 print was clean and delivered the type of growth that many wouldn’t expect from a company of this size. MSFT beat on the top and bottom lines while Azure grew 40% YoY. Microsoft Cloud crossed $54 billion in a single quarter, and everything looked great until their CFO, Amy Hood, provided CapEx guidance of $190 billion for the 2026 calendar year. The entire investor conversation stopped being about the underlying metrics and was cannibalized about the increase in CapEx YoY. This is where I believe the market is incorrect, and I am acting as if the post-earnings price action is a gift for long-term investors. I believe that MSFT is flashing operational signals that the market is missing, causing the valuation to be inexpensive in my opinion. I have been adding to MSFT at these levels and believe that it will break out as 2026 progresses. Seeking Alpha I wrote an article about MSFT at the end of February ( can be read here ), and since then it’s traded with the market appreciating by 6.24% while the S&P has increased by 6.65%. I felt that MSFT’s CapEx strategy was warranted as it fueled 116.86% of EBITDA growth since 2021 and allowed their Q2 revenue to increase 17% YoY. The concerns over CapEx and RPO quality caused shares to underperform the market and take MSFT into a bear market, which I believe is an opportunity. I am following up with a new article on MSFT to discuss their Q3 earnings as they report on a fiscal year, not a calendar year, and make the case as to why I believe that MSFT is drastically undervalued. I am a shareholder of MSFT, and I continue to add to my position. Seeking Alpha The price ac...