Eve Holding press release ( EVEX ): Q1 net loss of $68.8 million versus $48.8 million in 1Q25. The higher net loss in 1Q26 was mainly due to increased Research & Development expenses. These costs and activities are necessary to advance our suite of UAM products and solutions, including the Master Service Agreement ( MSA ) with Embraer. More on Eve Holding Eve Holding: First Flight Achieved, But Th...
Eve Holding press release ( EVEX ): Q1 net loss of $68.8 million versus $48.8 million in 1Q25. The higher net loss in 1Q26 was mainly due to increased Research & Development expenses. These costs and activities are necessary to advance our suite of UAM products and solutions, including the Master Service Agreement ( MSA ) with Embraer. More on Eve Holding Eve Holding: First Flight Achieved, But The Hardest Part Is Still Ahead Eve Holding, Inc. (EVEX) Q4 2025 Earnings Call Transcript Eve Holding, Inc. 2025 Q4 - Results - Earnings Call Presentation Eve Holding reports Q4 results Eve Holdings is in a promising eVTOL partnership in Australia
Revvity press release ( RVTY ): Q1 Non-GAAP EPS of $1.06 beats by $0.05 . Revenue of $711.12M (+7.0% Y/Y) beats by $7.06M . Full Year 2026 Guidance For the full year 2026, on a pro forma basis, the Company forecasts total revenue of $2.81-$2.84 billion vs. $2.98B consensus (prior $2.96-$2.99 billion) , pro forma organic revenue growth of 3%-4%, and pro forma adjusted earnings per share of $5.20-$5...
Revvity press release ( RVTY ): Q1 Non-GAAP EPS of $1.06 beats by $0.05 . Revenue of $711.12M (+7.0% Y/Y) beats by $7.06M . Full Year 2026 Guidance For the full year 2026, on a pro forma basis, the Company forecasts total revenue of $2.81-$2.84 billion vs. $2.98B consensus (prior $2.96-$2.99 billion) , pro forma organic revenue growth of 3%-4%, and pro forma adjusted earnings per share of $5.20-$5.30 vs. $5.40 consensus (prior $5.35-$5.45) . More on Revvity Revvity, Inc. (RVTY) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Revvity, Inc. (RVTY) Presents at TD Cowen 46th Annual Health Care Conference Transcript Revvity, Inc. (RVTY) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Revvity Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Revvity
DuPont press release ( DD ): Q1 Non-GAAP EPS of $0.55 beats by $0.07 . Revenue of $1.68B (+4.3% Y/Y) beats by $20M . Net sales were up 4% on a 2% increase in organic sales and a 2% currency benefit. 3% organic sales growth in Healthcare & Water Technologies; about flat organic sales growth in Diversified Industrials. FY26 consensus of $7.10B, EPS consensus of $2.27. Q2 consensus of $1.80B, EPS con...
DuPont press release ( DD ): Q1 Non-GAAP EPS of $0.55 beats by $0.07 . Revenue of $1.68B (+4.3% Y/Y) beats by $20M . Net sales were up 4% on a 2% increase in organic sales and a 2% currency benefit. 3% organic sales growth in Healthcare & Water Technologies; about flat organic sales growth in Diversified Industrials. FY26 consensus of $7.10B, EPS consensus of $2.27. Q2 consensus of $1.80B, EPS consensus of $0.58. 2026 Financial Outlook Dollars in millions, except EPS 2Q'26E Full Year 2026E Net sales ~$1,800 $7,155 - $7,215 Operating EBITDA(2) ~$430 $1,730 - $1,760 Adjusted EPS(2) ~$0.59 $2.35 - $2.40 Click to enlarge Shares +4.6% PM. More on DuPont DuPont: Considerably Undervalued DuPont Q4: Leaner Operations Are Positive, But Growth Is Unimpressive DuPont de Nemours, Inc. 2025 Q4 - Results - Earnings Call Presentation DuPont Q1 2026 Earnings Preview Plastics prices climb as supply disruptions ripple through petrochemical markets
Leidos press release ( LDOS ): Q1 Non-GAAP EPS of $3.13 beats by $0.22 . Revenue of $4.4B (+3.5% Y/Y) beats by $110M . Leidos is raising its fiscal year 2026 guidance as follows: FY26 Guidance Measure Current Prior Revenues ( B ) $18.00 - $18.40 $17.50 - $17.90 Adjusted EBITDA Margin Mid 13% Mid 13% Non-GAAP Diluted EPS $12.10 - $12.50 $12.05 - $12.45 Cash Flows Provided by Operating Activities ( ...
Leidos press release ( LDOS ): Q1 Non-GAAP EPS of $3.13 beats by $0.22 . Revenue of $4.4B (+3.5% Y/Y) beats by $110M . Leidos is raising its fiscal year 2026 guidance as follows: FY26 Guidance Measure Current Prior Revenues ( B ) $18.00 - $18.40 $17.50 - $17.90 Adjusted EBITDA Margin Mid 13% Mid 13% Non-GAAP Diluted EPS $12.10 - $12.50 $12.05 - $12.45 Cash Flows Provided by Operating Activities ( B ) Approximately $1.80 Approximately $1.75 Click to enlarge Revenue consensus of $18.23B; EPS consensus of $12.31 More on Leidos Leidos Holdings, Inc. (LDOS) Presents at JPMorgan Industrials Conference 2026 Transcript Leidos Holdings: A Long-Term Bet On The Growing Defense And Security Ecosystem Leidos Holdings, Inc. (LDOS) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Leidos Q1 2026 Earnings Preview U.S. seeks to deploy hypersonic missile for possible use against Iran - report
Ingredion reports Q1 2026 results; reported EPS $2.22 (adj. $2.34) operating income down 26%, and full-year FY 2026 EPS guidance updated for the year ahead
Ingredion reports Q1 2026 results; reported EPS $2.22 (adj. $2.34) operating income down 26%, and full-year FY 2026 EPS guidance updated for the year ahead
Michael M. Santiago/Getty Images News Michael Burry exited his entire position in GameStop ( GME ), reversing his earlier bullish stance as the company’s proposed acquisition of eBay ( EBAY ) raises concerns over rising debt and long-term financial health. GameStop ( GME ) shares fell 10% on Monday, marking their biggest intraday drop in 10 months, after CEO Ryan Cohen confirmed plans to pursue a ...
Michael M. Santiago/Getty Images News Michael Burry exited his entire position in GameStop ( GME ), reversing his earlier bullish stance as the company’s proposed acquisition of eBay ( EBAY ) raises concerns over rising debt and long-term financial health. GameStop ( GME ) shares fell 10% on Monday, marking their biggest intraday drop in 10 months, after CEO Ryan Cohen confirmed plans to pursue a $56B cash-and-stock deal for eBay. The offer has drawn widespread skepticism, given that eBay's ( EBAY ) market value is more than four times higher than GameStop's ( GME ). Burry, who predicted the 2008 financial crisis, told subscribers of his Substack newsletter on Monday, and reiterated his skepticism in a post on X, that his thesis to use dealmaking to turn GameStop into a version of Berkshire Hathaway ( BRK.B ) ( BRK.A ) is incompatible with the level of indebtedness required to take over eBay. “Wall Street does indeed mistake debt for creativity, and does so constantly,” Burry wrote. “I of all people should have known.” “I sold my entire GME position. Any which way I sliced it, the Instant Berkshire thesis was never compatible with >5x Debt/EBITDA, never ok with interest coverage under 4.0x.” Back in January, Michael Burry laid out a bullish case for GameStop ( GME ) in an 8,000-word Substack post, detailing the company’s business prospects and outlining potential catalysts for the stock. A key takeaway from that analysis was that GameStop could follow the playbook of Berkshire Hathaway ( BRK.B ) ( BRK.A ), deploying its cash reserves toward one or more transformative acquisitions— a strategy he now appears to reassess in light of the debt burden such a deal would entail. GameStop ( GME ) plans to fund the cash portion of its offer with its cash and liquid investments, which totaled ~$9.4B as of Jan. 31, and $20B in potential debt financing from TD Securities. The firm's debt load was about $4.2B as of Jan. 31. In his X post , Burry questioned the strategic rationale...
Gartner press release ( IT ): Q1 Non-GAAP EPS of $3.32 beats by $0.40 . Revenue of $1.5B (-1.5% Y/Y) misses by $20M . Global Technology Sales Contract Value (GTS CV): $4.0 billion, +0.4% YoY FX Neutral Global Business Sales Contract Value (GBS CV): $1.3 billion, +3.2% YoY FX Neutral Shares -0.6% PM. More on Gartner Gartner, Inc. (IT) Presents at BofA Securities 2026 Information & Business Services...
Gartner press release ( IT ): Q1 Non-GAAP EPS of $3.32 beats by $0.40 . Revenue of $1.5B (-1.5% Y/Y) misses by $20M . Global Technology Sales Contract Value (GTS CV): $4.0 billion, +0.4% YoY FX Neutral Global Business Sales Contract Value (GBS CV): $1.3 billion, +3.2% YoY FX Neutral Shares -0.6% PM. More on Gartner Gartner, Inc. (IT) Presents at BofA Securities 2026 Information & Business Services Conference Transcript Gartner: AI's Biggest Winner - Or Its Next Casualty? Gartner: Don't See Any Potential For Near-Term Upside Gartner Q1 2026 Earnings Preview Oakmark Select Fund lags S&P 500 in Q1, adds Gartner and Marsh & McLennan, exits APA and Molina
(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS ...
(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Rare Sanctions Pushback Leaves Banks
If artificial intelligence (AI) spending wasn't already at eye-watering levels, it's officially there now. Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Meta (NASDAQ: META) recently released their first-quarter financial results, and both said they're increasing their capital expenditures (capex) to a collective $335 billion this year alone. Alphabet will spend up to $190 billion, while Meta will sp...
If artificial intelligence (AI) spending wasn't already at eye-watering levels, it's officially there now. Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Meta (NASDAQ: META) recently released their first-quarter financial results, and both said they're increasing their capital expenditures (capex) to a collective $335 billion this year alone. Alphabet will spend up to $190 billion, while Meta will spend up to $145 billion, the companies said. With an AI race currently underway, it's tempting to believe that all the spending is justified and that if investors give the companies enough time, the massive spending will pay off. Continue reading
Getty Images If you have been anywhere near the financial media in the last 6 or 7 months, you would probably think private credit is the next subprime crisis. Blue Owl ( OWL ) has been ground zero for that narrative. Since its 2025 peak, the stock has tanked more than 62% for a company that grew revenue from like $250 million in 2021 to $2.9 billion in 2025. This is the kind of drawdown that need...
Getty Images If you have been anywhere near the financial media in the last 6 or 7 months, you would probably think private credit is the next subprime crisis. Blue Owl ( OWL ) has been ground zero for that narrative. Since its 2025 peak, the stock has tanked more than 62% for a company that grew revenue from like $250 million in 2021 to $2.9 billion in 2025. This is the kind of drawdown that needs an explanation. Data by YCharts Data by YCharts And the explanation, at least from the market's perspective, goes something like this: private credit is opaque, BDC redemptions are spiking, and AI is going to destroy the software loans, and this is 2008 all over again. And I have to say that I spent a lot of time researching whether this is as severe as the headlines say. I also recently listened to a podcast here on Seeking Alpha about it. And after going through all of it, my conclusion is that some problems are legit, but the selloff in OWL's stock price has overshot too much compared to the actual risk to the business. In my opinion, the 2008 subprime analogy is not accurate when you look at the leverage ratios. At that time the banks were leveraged 30 to 40 times . Their balance sheets were subject to margin calls and bank runs. Blue Owl's BDCs are at roughly 1.19x leverage, and in some cases, like tech BDCs and OTIC, the net leverage is 0.75x. What that means in plain English is that for every dollar of equity in the fund, there is only about a dollar of borrowed money sitting on top of it. In OTF and OTIC's case, it is actually less than a dollar. At 1x leverage, you would need the underlying loan portfolio to lose roughly half its value before equity holders are impaired. And the underlying loans themselves are first-lien senior secured, with weighted average loan-to-values in the low 40s. First-lien senior secured means Blue Owl's BDCs sit at the very top of the capital structure. If a borrower defaults, they get paid first before any junior debt holders or equit...